JEFFERSON COUNTY HISTORICAL SOCIETY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON COUNTY HISTORICAL SOCIETY INC (EIN 47-6045558)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-09-12
IRS object ID
202322559349301437
Schema version
2021v4.0
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)
Return2023-09-12T16:24:50-04:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470766889PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 EASTSIDE BLVDAddressLine1Txt
CityBEATRICECityNm
State AbbreviationNEStateAbbreviationCd
ZIP68310ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476045558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERSON COUNTY HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone4027295131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 BACON ROADAddressLine1Txt
CityFAIRBURYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68352ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE BLOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4027295131PhoneNum
Signature2023-09-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastBLOCKPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLT E FEIGHNER CPAPreparerPersonNm
PTINP00985696PTIN
Phone4022233598PhoneNum
Preparation2023-09-12PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE BLOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 SEVENTH STAddressLine1Txt
CityFAIRBURYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68352ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$129,774GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressJEFFERSONCOUNTYHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1955FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTO PRESERVE THE AREA'S HISTORY AND TO TEACH THE PUBLIC ABOUT THE AREA'S CULTURE, HERITAGE, AND HISTORYActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$56,580PYContributionsGrantsAmt
CY Contributions Grants$71,146CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,270PYInvestmentIncomeAmt
CY Investment Income$3,303CYInvestmentIncomeAmt
PY Other Revenue$56,428PYOtherRevenueAmt
CY Other Revenue$55,325CYOtherRevenueAmt
PY Total Revenue$116,278PYTotalRevenueAmt
CY Total Revenue$129,774CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,469PYOtherExpensesAmt
CY Other Expenses$46,308CYOtherExpensesAmt
PY Total Expenses$39,469PYTotalExpensesAmt
CY Total Expenses$46,308CYTotalExpensesAmt
PY Revenues Less Expenses$76,809PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$83,466CYRevenuesLessExpensesAmt
Total Assets BOY$545,655TotalAssetsBOYAmt
Total Assets EOY$625,258TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$545,655NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$625,258NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE THE AREA'S HISTORY AND TO TEACH THE PUBLIC ABOUT THE AREA'S CULTURE, HERITAGE, AND HISTORYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$46,308ExpenseAmt
DescMAINTAIN HISTORICAL BUILDINGSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescMAINTAIN HISTORICAL BUILDINGSDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$46,308TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVE BLOCKPersonNm
Phone4027297928PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1910 BACON RDAddressLine1Txt
CityFAIRBURYCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68352ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonSTEVE BLOCKPersonNm
TitlePRESIDENTTitleTxt
Average Hours Per Week1.00AverageHoursPerWeekRt
Individual Trustee Or DirectorYes (X)IndividualTrusteeOrDirectorInd
OfficerYes (X)OfficerInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$71,146AllOtherContributionsAmt
Total Contributions$71,146TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,303TotalRevenueColumnAmt
Related Or Exempt Func Income$3,303RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTAXES FROM JEFFERSON CODesc
Total Revenue Column$55,325TotalRevenueColumnAmt
Related Or Exempt Func Income$55,325RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,325OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,774TotalRevenueColumnAmt
Related Or Exempt Func Income$58,628RelatedOrExemptFuncIncomeAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OPERATING EXPENSES$42,871$42,871
PRIOR DEPRECIATION$3,437$3,437

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,308TotalAmt
Program Services$46,308ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$37,328BOYAmt
EOY$59,071EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$109,106BOYAmt
EOY$167,643EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,860BOYAmt
EOY$7,860EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$407,853LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,510LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$391,361BOYAmt
EOY$390,343EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$341EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$545,655BOYAmt
EOY$625,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$545,655BOYAmt
EOY$625,258EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$545,655BOYAmt
EOY$625,258EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$545,655BOYAmt
EOY$625,258EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$83,466ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$3,863OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,580CurrentTaxYearMinus1YearAmt
Current Tax Year$71,146CurrentTaxYearAmt
Total$163,843TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,407CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,653CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,428CurrentTaxYearMinus1YearAmt
Current Tax Year$55,325CurrentTaxYearAmt
Total$284,393TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,008CurrentTaxYearMinus1YearAmt
Current Tax Year$126,471CurrentTaxYearAmt
Total$448,236TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$448,236PublicSupportTotal170Amt
Total Support$448,236TotalSupportAmt
Gross Receipts Rltd Activities$312,389GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$261,609OtherCostOrOtherBasisAmt
Book Value$261,609BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$146,244OtherCostOrOtherBasisAmt
Depreciation$17,510DepreciationAmt
Book Value$128,734BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$390,343TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DMAINTAIN HISTORICAL BUILDINGS
FORM 990, PAGE 6, PART VI, LINE 7AAN ANNUAL MEETING IS HELD IN OCTOBER TO ELECT THE BOARD OF DIRECTORS AND T O ELECT OFFICERS.
FORM 990, PAGE 6, PART VI, LINE 7BALL COMMITTEE MEETINGS ARE DOCUMENTED BY MINUTES.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19ALL DOCUMENTS CONCERNING THE ORGANIZATIONS ACTIVITIES ARE KEPT AT THE MAIN MUSEUM BUILDING AND ARE AVAILABLE TO THE PUBLIC DURING REGULAR BUSINE SS HOURS UPON REQUEST.
FORM 990, PART XI, LINE 9BOOK / TAX DEPRECIATION DIFFERENCE -3,863

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