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2017 Annual Report INDIANA HISTORICAL SOCIETY | 2017 ANNUAL REPORT 5836-18 - Annual Report 2017 - 20180406.indd 1 4/11/18 9:24 AM ii 5836-18 - Annual Report 2017 - 20180406.indd 2 4/11/18 9:24 AM LETTER from the PRESIDENT and CEO Dear friends and colleagues, I am so proud of everything we accomplished in 2017 – both at the Eugene and Marilyn Glick Indiana History Center and in communities statewide. We reached 1.4 million people through visitation, programs, outreach and services. It was a great year, as you’ll see in this report. Everything we do is based on our mission as Indiana’s Storyteller and our commitment to collecting, preserving, interpreting and sharing our state’s history. We serve as an important resource for educators, students and researchers – professional and personal. We strive to make Indiana’s history relevant to the rest of the country’s history and to the world today. Connecting people to the past is our most important purpose, and we are able to do it in interesting ways thanks to your support and the support of our Board of Trustees and community advisors. Our particularly powerful You Are There about Italian POWs in Camp Atterbury has truly touched visitors to the History Center. You Are There: Eli Lilly at the Beginning brought thousands of people into Col. Lilly’s original lab. Our latest You Are There presents the Battle of Gettysburg in an innovative and captivating style. Our permanent Indiana Experience offerings of Destination Indiana, the W. Brooks and Wanda Y. Fortune History Lab and the Cole Porter Room continue to delight. This past year, we’ve filled the Rosemary McKee Lanham Gallery with everything from motorcycles to war letters to oral histories. We launched History on Wheels – the ultimate traveling exhibit housed in a semi trailer. Its onboard exhibit, Auto Indiana, was enjoyed by Hoosiers at festivals, fairs and other locations all summer long. I hope you enjoy this look back at 2017. It was certainly a year to remember for many reasons. We are looking forward to a wonderful 2018 as we focus our fundraising efforts on a campaign to “burn the mortgage” on the History Center and increase the value of our endowment. And, as always, the best is yet to come. Thank you for your continued support. Best regards, John A. Herbst President and CEO 1 5836-18 - Annual Report 2017 - 20180406.indd 1 4/11/18 9:24 AM “This museum is a real jewel in Indy’s downtown.” – Bernie V., TripAdvisor Our membership is more than 5,000 units strong, with a healthy retention rate and more upgrades than ever before. “The start of your journey is “I sincerely appreciate your “The Indiana Historical Society Destination Indiana, which is support of the cultural and is one of the nation’s finest kind of like an Indiana history heritage organizations that work historical organizations. We only internet. There’s a big tirelessly to research, preserve don’t brag and boast in Indiana, screen with a handful of short and present educational I know, but this is a true fact. movies on Indiana history programs and exhibits One of the luckiest things in and afterward a number of documenting our Indiana my life was my introduction to viewing booths. There’s a nice history.” this institution in 1969, and I’ve touchscreen system where you – Ophelia Wellington, Freetown Village continued to work in its vast can browse Indiana history. collections over the decades. I spent a lot of time here and It is a phenomenal institution – could have spent a lot more one of the great jewels of time.” the Hoosier crown.” – Chris Y., Yelp – Dr. James Madison, Indiana University 2 5836-18 - Annual Report 2017 - 20180406.indd 2 4/11/18 9:24 AM 2017 Financial Summary 1.35% | Admissions .18% | Microfilm and Visual Collection 5.47% | Events .5% | Conferences, Meetings, Workshops 63.89% 3.42% | Retail Sales Endowment Distribution 8.29% | Contributions 3.22% | Membership Dues .9% | Other 12.78% | Prior Years’ Operating Surplus Revenue and Other Support 11.65% Exhibits 15.62% 11.44% 16.23% 8.44% Collections and Exhibits Collections and IT and Conservation Conservation Facilities 8.76% IT and Facilities 11.22% 9.56% 13.77% Public Programs Public Programs Marketing and 13.56% Public Relations Marketing and Public Relations 4.5% 4.79% IHS Press IHS Press 17.61% Administration 18.18% 11.44% and Operations 10.43% Administration Development Development and Operations and Membership and Membership 3.11% 3.34% 3.13% 3.22% Events History Market Events History Market Budget Expenses Actual Expenses $7,849,277 $7,184,877 3 5836-18 - Annual Report 2017 - 20180406.indd 3 4/11/18 9:24 AM INVESTING IN HISTORY, INVESTING IN HOOSIERS 2017 CAMPAIGN COMMITTEE 2018 CAMPAIGN LEADERSHIP Susan R. Jones-Huffine, Chair Dr. James H. Madison, Honorary Chair David S. Evans, Co-chair, Board Giving Jerry D. Semler, Chair Jerry D. Semler, Co-chair, Board Giving Stan Hurt, Foundation Giving Michael A. Blickman William W. Barrett, Individual Giving Patricia D. Curran Michael B. Murphy, Corporate Giving Charles A. Liles John A. Herbst, President and CEO 2018 BOARD OF TRUSTEES David S. Evans, Chair Nancy Ayres James H. Madison Robert E. Swinehart Susan R. Jones-Huffine, First Vice Chair William W. Barrett Craig M. McKee Marianne Williams Tobias Michael A. Blickman, Second Vice Chair William E. Bartelt Michael H. Miller Julie Viellieu-Thompson Charles A. Liles, Treasurer Bonita L. Carter Michael B. Murphy Gary Vigran Patricia D. Curran, Secretary Mark M. Ferrara Jeannie R. Regan-Dinius Josh Wakefield Jerry D. Semler, Immediate Past Chair Russell “Jock” Fortune III Richard A. Rooker Wayne E. Weber Wanda Y. Fortune, Trustee Emerita Jay L. Hicks Carrie B. Ryan Charlitta Winston Stan Hurt Robert E. Sexton, D.D.S. Rebecca Espinoza Kubacki Denny Sponsel 4 5836-18 - Annual Report 2017 - 20180406.indd 4 4/11/18 9:24 AM 2017 CAMPAIGN DONORS OVER $4,000,000 $25,000 TO $49,999 $1,000 TO $4,999 Lilly Endowment Inc. Patricia D. Curran Anonymous (2) Jesse Douglass Michael B. Murphy Curtis and Kristie Barsic Kim Easton $250,000 TO $3,999,999 William and Jane Salin Arthur and Nancy Baxter Andrew Fall Jay and Alison Hicks Robert E. Sexton Jim and Janice Bisesi Ryan and Kay Fetters Peter and Ginny Nicholas James C. Shook, Jr. Dr. Charles A. Bonsett Kim and Roger Fish Care Institute Group, Inc. Gary and Jennifer Vigran Ray Boomhower Haley Garard Efroymson Family Fund Ayres Foundation, Inc. Edward and Joanne Breen Stephanie Gowler Ruth Lilly Philanthropic Foundation Hirtle, Callaghan & Co. Kathy Breen Ralph and Beth Gray Richard W. and Irene Rooker Lorene Burkhart Maire Gurevitz $100,000 TO $249,999 Family Foundation Kathy Clark Marcus and Julie Harshaw Vigran Family Foundation Richard and Karen Culp Christy Hawley Anonymous Kevin and Ramona Huse SaraJessica Hemmerlein Nancy Ayres $10,000 TO $24,999 Murvin and Linda Enders Rachel Hill Ponko Jock and Penny Fortune Anonymous (2) Daniel and Marilyn Evans Karie Hon Emerson* and Jane H. Houck William and Kathryn Bartelt Richard and Becky Feldman Bethany Hrachovec Katharine and Richard Kruse Jerry and Dianne Cartmel Peter and Joan Fortune Mary Huggard Larry and Carol Landis John and Karen Elliott Matthew and Suzanne Hahn Jennifer Korb Michael and Kathryn Miller Corona M. Lewis* Tamara and Scott Hemmerlein Nadia Kousari Thomas P. Murphy Charles and Lisa Liles Jennifer Hiatt Kathy Lechuga George and Peggy Rapp James and Jeanne Madison Thomas and Liliane Krasean Steve Mannheimer Jerry and Rosie Semler Craig and Diann McKee P. Martin and Virginia Lake Nicole Martinez-LeGrand Corby Thompson and Brian and Amy Lamb Chris McCoy Julie Viellieu-Thompson James and Jackie Morris Kurt and Linda Mahrdt Callie McCune Josh and Kasey Wakefield Thomas and Bonnie Reilly Jeff and Kim Matsuoka Katie McLean Wayne Weber Carter Family Quasi Fund, a fund of CICF Dan and Janet Mitchell Mark McNees William Barrett and Martha Wentworth The Frenzel Family Charitable Ellen Munds Mary Jane Meeker The Indianapolis Foundation, Lead Trust a CICF affiliate Judy Newburg Jeff Mills The Glick Family Foundation The Mothershead Foundation Jane Nolan Kathy Mulder Hillswood Foundation R.B. Annis Educational Foundation Newell Pugh Eric Mundell Nicholas H. Noyes, Jr., Memorial Jeffery and Elizabeth Sankovitch Lori Murray Foundation, Inc. $50,000 TO $99,999 Howard Schrott and Diana Mutz Dorothy Nicolson Stacy and Heather Simmer A. Andrew and Kristen Olson Michael and Barbara Blickman $5,000 TO $9,999 Larry and Susan Smith Larry Paarlberg David S. Evans Frank and Katrina Basile Susan Sutton Natalie Palmer Mark and Nancy Ferrara Joanne M. Davis Everett and Margaret Targett Lauren Peightel Wanda Y. Fortune Chris Douglas and Tom Korecki Steve and Amy Vedra Nelson Price John A. Herbst James and Janis Funk Mark and Claudia Willis Barbara Quigley Stan and Sandy Hurt Andrew Halter and Joshua Rogers Griffith Family Foundation, Inc. Emily and Jim Rawlinson Susan R. Jones-Huffine and Matt Huffine Phillip and Elizabeth Mosbaugh Indiana Farm Bureau Insurance Rebecca Renz Michael and Rebecca Kubacki Robert and Paulette Reid LoCascio Hadden & Dennis LLC Kimberly Rohl Ted and Deborah Lilly Mark and Carrie Ryan O’Bannon Foundation, a fund Jeannette Rooney Chris and Sharon MacAllister Robert and Cheryl Swinehart of The Indianapolis Foundation Elaine Rosa David and Anita Meyer R. Kevin and Cynthia Williams Williams Barrett & Wilkowski, LLC Alan Rowe Jeannie Regan-Dinius and Mike Dinius C. Daniel and Diana Yates Jordan Ryan Richard and Nancy Rooker James O. and Alice F. Cole UNDER $1,000 Julia Saltsgaver Dennis and Cathy Sponsel Foundation Wendy Adams Sarah Sankovitch Dr.
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