BETA

JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202321319349202217
Schema version
2022v5.0
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)
Return2023-05-11T09:05:25-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastRUBINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER VLAHAKISPreparerPersonNm
PTINP01403058PTIN
Phone6076524732PhoneNum
Preparation2023-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$154,444GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$143,135ContributionsGiftsGrantsEtcAmt
Program Service Revenue$577ProgramServiceRevenueAmt
Membership Dues$1,969MembershipDuesAmt
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$3,632GrossSalesOfInventoryAmt
Cost Of Goods Sold$948CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,684GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$5,131OtherRevenueTotalAmt
Total Revenue$153,496TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$905FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$7,362OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$6,080PrintingPublicationsPostageAmt
Other Expenses Total$173,074OtherExpensesTotalAmt
Total Expenses$187,421TotalExpensesAmt
Excess Or Deficit For Year-$33,925ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$163,112NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$129,187NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$163,112BOYAmt
EOY$129,187EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$163,112BOYAmt
EOY$129,187EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$163,112BOYAmt
EOY$129,187EOYAmt
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
CONTINUED RESTORATION PROJECT ON JUDD HALLINCLUDING AN ADDITION TO PROVIDE STORAGE AND ARCHIVAL SPACE1865 BUILDING BEING CONVERTED INTO MUSEUM AND MEETING SPACE$100,000$135,024
MUSEUM DEVELOPMENTCONSTRUCTION OF MUSEUM AND DISPLAY UNITS$0$5,960
ACCESSIBILITY PROJECTINSTALLATION OF AN ACCESSIBILTY ELEVATOR FOR VISITATION OF 2ND FLOOR MUSEUMINSTALLATION OF A HANDICAPPED RAMP & ENTRANCE$14,100$19,793
FieldValueIRS element (for citing)
Total Program Service Expenses$160,777TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN BERNER
PRESIDENT40.00$0$0$0
CAROL BODNAR
VICE PRESIDENT10.00$0$0$0
STEPHANIE RUBIN
TREASURER40.00$0$0$0
DIANE ERICSON
CO-TREASURER25.00$0$0$0
JOAN POWERS
SECRETARY3.00$0$0$0
INGRID ZEMAN
TRUSTEE1.00$0$0$0
FAYE HARRIS
TRUSTEE1.00$0$0$0
J ROBERT GLAS
TRUSTEE6.00$0$0$0
SHANNON MASON FINN
TRUSTEE1.00$0$0$0
BARB PALMER
TRUSTEE4.00$0$0$0
GAIL RENTSCH
TRUSTEE8.00$0$0$0
WERNER RENTSCH
TRUSTEE1.00$0$0$0
MARK SISK
TRUSTEE1.00$0$0$0
SARA HENRY
TRUSTEE4.00$0$0$0
ROBERTA GOLDMAN
TRUSTEE0.00$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 Minus3 Years$76,945CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,785CurrentTaxYearMinus1YearAmt
Current Tax Year$145,104CurrentTaxYearAmt
Total$490,904TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,864CurrentTaxYearMinus1YearAmt
Current Tax Year$3,632CurrentTaxYearAmt
Total$14,650TotalAmt

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 Minus3 Years$79,993CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,176CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,649CurrentTaxYearMinus1YearAmt
Current Tax Year$148,736CurrentTaxYearAmt
Total$505,554TotalAmt

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$505,554PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$505,554TotalAmt
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 (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 8FUND FOR THE FUTURE INTEREST EARNED 1.
Form 990EZ, Part I, Line 8REFUNDS 5130.
Form 990EZ, Part I, Line 16INSURANCE 5179.
Form 990EZ, Part I, Line 16JUDD HALL RESORATION 135024.
Form 990EZ, Part I, Line 16ACCESSIBILITY PROJECT 19793.
Form 990EZ, Part I, Line 16MUSEUM DEVELOPMENT 5960.
Form 990EZ, Part I, Line 16MUSIC & MORE SERIES 4493.
Form 990EZ, Part I, Line 16SALES TAX 107.
Form 990EZ, Part I, Line 16SCHOLARSHIPS 100.
Form 990EZ, Part I, Line 16SUPPLIES 1135.
Form 990EZ, Part I, Line 16VIDEOS & ORAL HISTORY PROJECT 386.
Form 990EZ, Part I, Line 16MEMORIAL DONATION 75.
Form 990EZ, Part I, Line 16MISCELLANEOUS 772.
Form 990EZ, Part I, Line 16SPONSORSHIPS 50.

Comments

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