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JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202423119349200927
Schema version
2023v5.1
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)
Return2024-11-06T07:15:28-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN365089505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Vlahakis & Associates CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1108 Main StAddressLine1Txt
CityStamfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12167ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455398566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERSON HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone6076524771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE RUBINPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6076524771PhoneNum
Signature2024-05-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER VLAHAKISPreparerPersonNm
PTINP01403058PTIN
Phone6076524732PhoneNum
Preparation2024-11-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$185,076GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$42,963ContributionsGiftsGrantsEtcAmt
Program Service Revenue$5,916ProgramServiceRevenueAmt
Membership Dues$1,609MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,238GrossSalesOfInventoryAmt
Cost Of Goods Sold$647CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$591GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$133,350OtherRevenueTotalAmt
Total Revenue$184,429TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$955FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$8,956OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$7,944PrintingPublicationsPostageAmt
Other Expenses Total$143,657OtherExpensesTotalAmt
Total Expenses$161,512TotalExpensesAmt
Excess Or Deficit For Year$22,917ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$129,187NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$152,104NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$129,187BOYAmt
EOY$75,933EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$76,171EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$129,187BOYAmt
EOY$152,104EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$129,187BOYAmt
EOY$152,104EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVE LOCAL HISTORY EDUCATION REGARDING LOCAL HISTORYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
COMPLETION OF CONSTRUCTION OF AN ADDITION TO JUDD HALL WHICH CONTAINED STORAGE SPACE, ARCHIVE STORAGE SPACE AND ELEVATOR SHAFT$0$40,565
CONTINUATION OF RENOVATION WORK ON HISTORIC JUDD HALLINCLUDES FLOOR REFINISHING, INSTALLATION OF GUTTERSAND CONSTRUCTION OF A GIFT CORNER$0$9,939
MUSIC & MORE PROGRAMSANNUAL SERIES OF CONCERTS, ART SHOWS AND LECTURES OFFERED FREE TO THE COMMUNITY$4,540$7,051
FieldValueIRS element (for citing)
Total Program Service Expenses$57,555TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN BERNER
PRESIDENT30.00$0$0$0
CAROL BODNAR
VICE PRESIDENT10.00$0$0$0
STEPHANIE RUBIN
CO-TREASURER40.00$0$0$0
DIANE ERICSON
TREASURER25.00$0$0$0
JOAN POWERS
SECRETARY3.00$0$0$0
INGRID ZEMAN
TRUSTEE1.00$0$0$0
J ROBERT GLAS
TRUSTEE5.00$0$0$0
SHANNON MASON FINN
TRUSTEE1.00$0$0$0
BARB PALMER
TRUSTEE4.00$0$0$0
GAIL RENTSCH
TRUSTEE6.00$0$0$0
WERNER RENTSCH
TRUSTEE1.00$0$0$0
MARK SISK
TRUSTEE2.00$0$0$0
SARA HENRY
TRUSTEE4.00$0$0$0
EDWARD ATKINS
TRUSTEE1.00$0$0$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
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHANIE RUBINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12093ZIPCd
FieldValueIRS element (for citing)
Phone6076524771PhoneNum
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
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$177,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145,104CurrentTaxYearMinus1YearAmt
Current Tax Year$44,572CurrentTaxYearAmt
Total$535,476TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,106CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,632CurrentTaxYearMinus1YearAmt
Current Tax Year$1,238CurrentTaxYearAmt
Total$15,888TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,993CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,649CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$148,736CurrentTaxYearMinus1YearAmt
Current Tax Year$45,810CurrentTaxYearAmt
Total$551,364TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$551,364PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$551,364TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 8FUND FOR THE FUTURE INTEREST EARNED 1.
Form 990EZ, Part I, Line 8COMMUNITY FUNDS - JAR 126937.
Form 990EZ, Part I, Line 8COMMUNITY FUNDS - UCSQ 5451.
Form 990EZ, Part I, Line 8COMMUNITY FUNDS - WJC 961.
Form 990EZ, Part I, Line 16INSURANCE 5922.
Form 990EZ, Part I, Line 16JUDD HALL RESORATION 59826.
Form 990EZ, Part I, Line 16MEMBERSHIPS 55.
Form 990EZ, Part I, Line 16MUSEUM DEVELOPMENT 2276.
Form 990EZ, Part I, Line 16MUSIC & MORE SERIES 7051.
Form 990EZ, Part I, Line 16SALES TAX 251.
Form 990EZ, Part I, Line 16SCHOLARSHIPS 100.
Form 990EZ, Part I, Line 16SUPPLIES 4366.
Form 990EZ, Part I, Line 16VIDEOS & ORAL HISTORY PROJECT 1327.
Form 990EZ, Part I, Line 16NY HERITAGE DIGITAL IMAGE PROJECT 3177.
Form 990EZ, Part I, Line 16MISCELLANEOUS 65.
Form 990EZ, Part I, Line 16ARCHIVES & RESEARCH RESOURCE PROJECT 2063.
Form 990EZ, Part I, Line 16JAR PROGRAM & RENOVATION 52178.
Form 990EZ, Part I, Line 16UCSQ PROGRAM 5000.
Form 990EZ, Part II, Line 24COMMUNITY FUNDS - JAR 74759.
Form 990EZ, Part II, Line 24COMMUNITY FUNDS - WJC 961.
Form 990EZ, Part II, Line 24COMMUNITY FUNDS - UCSQ 451.

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