BETA

HERITAGE HOUSE AND MUSEUM OF OKAWVILLE: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HERITAGE HOUSE AND MUSEUM OF OKAWVILLE (EIN 37-1126812)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349206313
Schema version
2024v5.0
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)
Return2025-05-13T19:13:06-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE HUNDPreparerPersonNm
PTINP01281329PTIN
Phone6182435567PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$67,613GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,990ContributionsGiftsGrantsEtcAmt
Membership Dues$1,090MembershipDuesAmt
Investment Income$430InvestmentIncomeAmt
Fundraising Gross Income$52,103FundraisingGrossIncomeAmt
Special Events Direct Expenses$18,146SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$33,957SpecialEventsNetIncomeLossAmt
Total Revenue$49,467TotalRevenueAmt
Occupancy Rent Utlts And Maint$31,338OccupancyRentUtltsAndMaintAmt
Other Expenses Total$3,745OtherExpensesTotalAmt
Total Expenses$35,083TotalExpensesAmt
Excess Or Deficit For Year$14,384ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$484,541NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$498,925NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$87,976BOYAmt
EOY$121,360EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$396,565BOYAmt
EOY$377,565EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$484,541BOYAmt
EOY$498,925EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$484,541BOYAmt
EOY$498,925EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeHISTORY OF OKAWVILLE ILLINOISPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt
IT CONSISTS OF 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 (10 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
DWIGHT SHUBERT
DIRECTOR2$0
EUNICE HETTENHAUSEN
DIRECTOR2$0
DONNA DAVIS
DIRECTOR2$0
SUSAN GYORKOS
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)
Phone6183227998PhoneNum
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$7,008CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,221CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,933CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,143CurrentTaxYearMinus1YearAmt
Current Tax Year$15,080CurrentTaxYearAmt
Total$57,385TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,443CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,394CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,514CurrentTaxYearMinus1YearAmt
Current Tax Year$52,103CurrentTaxYearAmt
Total$253,257TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,327CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,657CurrentTaxYearMinus1YearAmt
Current Tax Year$67,183CurrentTaxYearAmt
Total$310,642TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$310,642PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160CurrentTaxYearMinus1YearAmt
Current Tax Year$430CurrentTaxYearAmt
Total$711TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160CurrentTaxYearMinus1YearAmt
Current Tax Year$430CurrentTaxYearAmt
Total$711TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,694CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,384CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,817CurrentTaxYearMinus1YearAmt
Current Tax Year$67,613CurrentTaxYearAmt
Total$311,353TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99770PublicSupportCY509Pct
Public Support PY5090.99880PublicSupportPY509Pct
Investment Income CY0.00230InvestmentIncomeCYPct
Investment Income PY0.00120InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HERITAGE DAYEvent1Nm
Gross Receipts Event1$24,120GrossReceiptsEvent1Amt
Gross Revenue Event1$24,120GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,129RentFacilityCostsEvent1Amt
Gross Receipts Total$24,120GrossReceiptsTotalAmt
Gross Revenue Total Events$24,120GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,129RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$6,979DirectExpenseSummaryEventsAmt
Net Income Summary$17,141NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationOFFICE EXPENSE, ADVERTISING, FEES, DEPRECIATION 3745ExplanationTxt

Comments

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