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New Mexico · Nonprofit

THE INSTITUTE OF HISTORICAL SURVEY

THE INSTITUTE OF HISTORICAL SURVEY (New Mexico) receives grants from 2 organizations whose IRS filings report $2,129 to it, the largest being THE MCNEELY FOUNDATION ($2,000). 1 of them have funded it in more than one year.

Revenue FY2025
$121k
Funders on record
2
Grants received
$2k
Net assets
$994k
1/2 repeat funderspeak grant-dependency 2%
01What it does

What The Institute of Historical Survey does

Mission

Survey, record, preserve, and publish evidence of historical and antiquarian interest from architectural, cultural, and religious heritage of new mexico and southwest texas.

As stated on its FY2025 Form 990.

Program

  1. Survey, record, preserve, and publish evidence of historical and antiquarian interest from the architectural, cultural, and religious heritage of new mexico and southwest texas.

    $163,841 spent$65,555 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $163,841.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($132k) Expenses 100 ($147k) Net assets 100 ($779k)2018 Revenue 46 ($61k) Expenses 76 ($112k) Net assets 93 ($728k)2019 Revenue 94 ($124k) Expenses 81 ($119k) Net assets 94 ($734k)2020 Revenue 112 ($147k) Expenses 66 ($97k) Net assets 101 ($784k)2021 Revenue 64 ($84k) Expenses 78 ($115k) Net assets 97 ($753k)2022 Revenue 51 ($68k) Expenses 65 ($96k) Net assets 93 ($725k)2023 Revenue 65 ($85k) Expenses 101 ($149k) Net assets 85 ($661k)2024 Revenue 437 ($577k) Expenses 128 ($189k) Net assets 135 ($1.0M)2025 Revenue 92 ($121k) Expenses 120 ($176k) Net assets 128 ($994k)
'17'18'19'20'21'22'23'24'25
Revenue (92)Expenses (120)Net assets (128)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $668k to $1.1M (+58%).

$874k
$812k
$802k
$814k
$762k
$734k
$668k
$1.1M
$1000k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

−$15k
’17
−$52k
’18
$6k
’19
$50k
’20
−$31k
’21
−$28k
’22
−$63k
’23
$388k
’24
−$55k
’25
29
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed444444566
Joined·+0+0+0+0+1+4+3+0
No longer listed·00001320
03Who funds it

Who funds it, year by year

2019 → 2023: the base held at 1 funder, grant income fell $2k → $23.

Funder
'19
'20
'21
'22
'23
total
funders
1
1
1
1
1

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 6% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE INSTITUTE OF HISTORICAL SURVEY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE INSTITUTE OF HISTORICAL SURVEY leans on a few funders — its largest provides 94% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

94%
largest funder
100%
top three
~1
effective funders

Largest funder’s share by year: 2019 100% · 2020 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

THE INSTITUTE OF HISTORICAL SURVEY draws 100% of its grant income from funders outside New Mexico, across 1 state in all.

MN

Funder states come from each funder’s own filing. $129 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like THE INSTITUTE OF HISTORICAL SURVEY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New Mexico

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

93% of spending goes to programs.

Program 93%Management 7%Fundraising 0%

Governance

5
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for THE INSTITUTE OF HISTORICAL SURVEY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE INSTITUTE OF HISTORICAL SURVEY?
THE INSTITUTE OF HISTORICAL SURVEY (New Mexico) receives grants from 2 organizations whose IRS filings report $2,129 to it, the largest being THE MCNEELY FOUNDATION ($2,000). 1 of them have funded it in more than one year.
How many funders does THE INSTITUTE OF HISTORICAL SURVEY have?
IRS filings report 2 organizations giving $2,129 in grants to THE INSTITUTE OF HISTORICAL SURVEY, 1 of which have funded it in more than one year.
Who is the largest funder of THE INSTITUTE OF HISTORICAL SURVEY?
THE MCNEELY FOUNDATION is the largest funder on record, with $2,000 in grants. The full list of funders is on this page.
How can an organization like THE INSTITUTE OF HISTORICAL SURVEY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New Mexico. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Institute of Historical Survey →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing