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The Institute Of Historical Survey Foundation

  • Mesilla Park, NM
  • Tax-exempt since Feb. 1984
  • EIN: 85-0304516

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$577k (2024)

Expenses
$189k (2024)

Total Assets
$1.06M (2024)

Total Liabilities
$6.74k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$576,514
Expenses
$188,545
Net Income
$387,969
Net Assets
$1,049,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,746
1.0%
Program Services $570,579
99.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $189
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $33,839
17.9%
Professional Fundraising Fees $0
Other Salaries and Wages $19,752
10.5%
Assets/Debt
Total Assets $1,056,152
Total Liabilities $6,736
Net Assets $1,049,416
Compensation
Key Employees and Officers Compensation Related Other
Leslie Bergloff (Secretary/Tr) $33,839 $0 $0
Anne C Morgan (President) $0 $0 $0
Richard Layne (Vice Preside) $0 $0 $0
Dr Rick Hendricks (Director) $0 $0 $0
Dr Julia Smith (Director) $0 $0 $0
Dr William Maio (Director) $0 $0 $0
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Document Links

990
Filed on Sept. 4, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,217
Expenses
$148,706
Net Income
-$63,489
Net Assets
$661,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,916
29.2%
Program Services $60,301
70.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $17,242
11.6%
Assets/Debt
Total Assets $667,659
Total Liabilities $6,212
Net Assets $661,447
Compensation
Key Employees and Officers Compensation Related Other
Anne C Morgan (President) $0 $0 $0
Leslie Bergloff (Secretary) $0 $0 $0
Rick Hendricks (Director) $0 $0 $0
Richard Layne (Vice Preside) $0 $0 $0
Julia Smith (Director) $0 $0 $0
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Document Links

990
Filed on July 10, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,876
Expenses
$95,936
Net Income
-$28,060
Net Assets
$724,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,645
31.9%
Program Services $46,231
68.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $10,236
10.7%
Assets/Debt
Total Assets $733,573
Total Liabilities $8,637
Net Assets $724,936
Compensation
Key Employees and Officers Compensation Related Other
Anne C Morgan (Acting Direc) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
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Document Links

990
Filed on Sept. 21, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,454
Expenses
$115,144
Net Income
-$30,690
Net Assets
$752,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,164
41.6%
Program Services $49,290
58.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,899
10.3%
Assets/Debt
Total Assets $762,175
Total Liabilities $9,179
Net Assets $752,996
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$147,077
Expenses
$96,927
Net Income
$50,150
Net Assets
$783,686
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,001
52.4%
Program Services $70,076
47.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,919
9.2%
Assets/Debt
Total Assets $813,786
Total Liabilities $30,100
Net Assets $783,686
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 29, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,115
Expenses
$118,541
Net Income
$5,574
Net Assets
$733,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,273
18.8%
Program Services $100,464
80.9%
Investment Income $378
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $15,180
12.8%
Assets/Debt
Total Assets $802,241
Total Liabilities $68,705
Net Assets $733,536
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 6, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,681
Expenses
$112,202
Net Income
-$51,521
Net Assets
$727,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,809
26.1%
Program Services $44,473
73.3%
Investment Income $399
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $16,875
15.0%
Assets/Debt
Total Assets $811,628
Total Liabilities $83,666
Net Assets $727,962
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $0 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 28, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,834
Expenses
$146,760
Net Income
-$14,926
Net Assets
$779,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,357
57.9%
Program Services $55,243
41.9%
Investment Income $234
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $31,805
21.7%
Assets/Debt
Total Assets $874,000
Total Liabilities $94,517
Net Assets $779,483
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $8,000 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Treasurer) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,959
Expenses
$141,151
Net Income
-$39,192
Net Assets
$794,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,573
43.7%
Program Services $57,108
56.0%
Investment Income $278
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $30,904
21.9%
Assets/Debt
Total Assets $883,351
Total Liabilities $88,942
Net Assets $794,409
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $5,340 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Teasurer) $0 $0 $0

Document Links

990
Filed on Sept. 5, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,524
Expenses
$135,066
Net Income
-$24,542
Net Assets
$833,601
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,801
42.3%
Program Services $63,477
57.4%
Investment Income $246
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,326
30.6%
Assets/Debt
Total Assets $900,945
Total Liabilities $67,344
Net Assets $833,601
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $10,680 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Teasurer) $0 $0 $0
John Courtright (Board Member) $0 $0 $0
+ View more people

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990
Filed on Jan. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,644
Expenses
$155,871
Net Income
-$66,227
Net Assets
$858,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,120
43.6%
Program Services $50,321
56.1%
Investment Income $203
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $47,229
30.3%
Assets/Debt
Total Assets $931,850
Total Liabilities $73,707
Net Assets $858,143
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $10,680 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Teasurer) $0 $0 $0
John Courtright () $0 $0 $0
+ View more people

Document Links

990
Filed on May 18, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,450
Expenses
$202,878
Net Income
-$102,428
Net Assets
$924,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,512
60.2%
Program Services $39,938
39.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,680
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $45,399
22.4%
Assets/Debt
Total Assets $983,248
Total Liabilities $58,878
Net Assets $924,370
Compensation
Key Employees and Officers Compensation Related Other
Evan Davies (President) $10,680 $0 $0
Rose Mary La Plante (Secretary) $0 $0 $0
Fred Yellon (Teasurer) $0 $0 $0
John Courtright () $0 $0 $0
+ View more people

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990
Filed on April 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,200
Expenses
$170,371
Net Income
-$72,171
Net Assets
$1,026,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,334
77.7%
Program Services $50,701
51.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,835
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,680
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $31,696
18.6%
Assets/Debt
Total Assets $1,035,931
Total Liabilities $9,133
Net Assets $1,026,798

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,326
Expenses
$133,713
Net Income
-$25,387
Net Assets
$1,098,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,476
54.0%
Program Services $49,796
46.0%
Investment Income $54
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,680
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $32,337
24.2%
Assets/Debt
Total Assets $1,104,768
Total Liabilities $5,799
Net Assets $1,098,969

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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