BETA

HERITAGE HOUSE AND MUSEUM OF OKAWVILLE: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HERITAGE HOUSE AND MUSEUM OF OKAWVILLE (EIN 37-1126812)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202401309349203600
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T18:39:20-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814708288PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WJ BOOKKEEPING & TAX SERVICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 429AddressLine1Txt
CityOKAWVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP62271ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371126812EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERITAGE HOUSE AND MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1Txt
CityOKAWVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP62271ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCONNIE MURPHYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6182435535PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCONNIEPersonFirstNm
Person LastMURPHYPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE HUNDPreparerPersonNm
PTINP01281329PTIN
Phone6182435567PhoneNum
Preparation2024-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$66,817GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$11,648ContributionsGiftsGrantsEtcAmt
Membership Dues$495MembershipDuesAmt
Investment Income$160InvestmentIncomeAmt
Fundraising Gross Income$54,514FundraisingGrossIncomeAmt
Special Events Direct Expenses$18,504SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$36,010SpecialEventsNetIncomeLossAmt
Total Revenue$48,313TotalRevenueAmt
Occupancy Rent Utlts And Maint$32,591OccupancyRentUtltsAndMaintAmt
Other Expenses Total$1,950OtherExpensesTotalAmt
Total Expenses$34,541TotalExpensesAmt
Excess Or Deficit For Year$13,772ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$470,769NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$484,541NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$74,204BOYAmt
EOY$87,976EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$396,565BOYAmt
EOY$396,565EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$470,769BOYAmt
EOY$484,541EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$470,769BOYAmt
EOY$484,541EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeHISTORY OF OKAWVILLE ILLINOISPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
IT CONSISTS OF 2 HISTORIC PROPERTIES THAT WERE FORMER HOMES AND BUSINESSES WHICH HAVE BEEN RESTORED & FILLED WITH HISTORIC FURNITURE, BOOKS, ETC
VARIOUS TOURS ARE GIVEN, ALONG WITH ANNUAL EVENTS,WHICH PROVIDE INFORMATION ABOUT THE HISTORY OF OKAWVILLE AND THE HERITAGE OF ITS PEOPLE
ALL MONIES RECEIVED ARE USED SOLELY FOR THE IMPROVEMENT UPKEEP, EXPANSION & PRESERVATION OF THE HISTORIC PROP- ERTIES AND THEIR CONTENTS

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JACQULINE BENING
PRESIDENT5$0
DENNIS SHEMONIC
VICE PRESIDENT5$0
ERICA BAKER
RECORDING SECRETARY5$0
MARY ANN WILLIAMS
CORRESPONDING SECRETARY5$0
CONNIE MURPHY
TREASURER5$0
AUDREY OSTENDORF
DIRECTOR2$0
ART STINE
DIRECTOR2$0
EUNICE HETTENHAUSEN
DIRECTOR2$0
DONNA DAVIS
DIRECTOR2$0
SUSAN GYORKOS
DIRECTOR2$0
DWIGHT SHUBERT
DIRECTOR2$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCONNIE MURPHYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1Txt
CityOKAWVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP62271ZIPCd
FieldValueIRS element (for citing)
Phone6187559313PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,520CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,933CurrentTaxYearMinus1YearAmt
Current Tax Year$12,143CurrentTaxYearAmt
Total$44,825TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,358CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,394CurrentTaxYearMinus1YearAmt
Current Tax Year$54,514CurrentTaxYearAmt
Total$243,512TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,811CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,664CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,327CurrentTaxYearMinus1YearAmt
Current Tax Year$66,657CurrentTaxYearAmt
Total$288,337TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$288,337PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57CurrentTaxYearMinus1YearAmt
Current Tax Year$160CurrentTaxYearAmt
Total$339TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57CurrentTaxYearMinus1YearAmt
Current Tax Year$160CurrentTaxYearAmt
Total$339TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,384CurrentTaxYearMinus1YearAmt
Current Tax Year$66,817CurrentTaxYearAmt
Total$288,676TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99880PublicSupportCY509Pct
Public Support PY5090.99920PublicSupportPY509Pct
Investment Income CY0.00120InvestmentIncomeCYPct
Investment Income PY0.00080InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HERITAGE DAYEvent1Nm
Gross Receipts Event1$26,080GrossReceiptsEvent1Amt
Gross Revenue Event1$26,080GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,474RentFacilityCostsEvent1Amt
Gross Receipts Total$26,080GrossReceiptsTotalAmt
Gross Revenue Total Events$26,080GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,474RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$7,324DirectExpenseSummaryEventsAmt
Net Income Summary$18,756NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990EZ, PART 1, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationOFFICE EXPENSE, POSTAGE, ADVERTISING 1425 LICENSES AND FEES 525ExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.