HERITAGE HOUSE AND MUSEUM OF OKAWVILLE: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE HOUSE AND MUSEUM OF OKAWVILLE (EIN 37-1126812)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349203215
- Schema version
- 2021v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:20:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814708288 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WJ BOOKKEEPING & TAX SERVICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | OKAWVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371126812 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE HOUSE AND MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 305 | AddressLine1Txt |
| City | OKAWVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62271 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA DAVIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6182435567 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONNA | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE HUND | PreparerPersonNm |
| PTIN | P01281329 | PTIN |
| Phone | 6182435567 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $63,694 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,441 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,780 | MembershipDuesAmt |
| Investment Income | $30 | InvestmentIncomeAmt |
| Fundraising Gross Income | $46,443 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $14,660 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $31,783 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $49,034 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $15,256 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $2,376 | OtherExpensesTotalAmt |
| Total Expenses | $17,632 | TotalExpensesAmt |
| Excess Or Deficit For Year | $31,402 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $411,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $443,116 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,646 | BOYAmt |
| EOY | $38,551 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,565 | BOYAmt |
| EOY | $404,565 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,211 | BOYAmt |
| EOY | $443,116 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,497 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,714 | BOYAmt |
| EOY | $443,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | HISTORY OF OKAWVILLE ILLINOIS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| IT CONSISTS OF 3 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 (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| AUDREY OSTENDORF | ||
| PRESIDENT | 5 | $0 |
| SUSAN GYORKOS | ||
| VICE PRESIDENT | 5 | $0 |
| DENNIS SCHEMONIC | ||
| RECORDING SECRETARY | 5 | $0 |
| EUNICE HETTENHAUSEN | ||
| CORRESPONDING SECRETARY | 5 | $0 |
| DONNA DAVIS | ||
| TREASURER | 5 | $0 |
| DWIGHT SHUBERT | ||
| DIRECTOR | 5 | $0 |
| ART STINE | ||
| DIRECTOR | 5 | $0 |
| MARY ANN WILLIAMS | ||
| DIRECTOR | 5 | $0 |
| SALLY PRUETT | ||
| DIRECTOR | 5 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA DAVIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 305 | AddressLine1Txt |
| City | OKAWVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7147880855 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,221 | CurrentTaxYearAmt |
| Total | $40,616 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,443 | CurrentTaxYearAmt |
| Total | $192,457 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,664 | CurrentTaxYearAmt |
| Total | $233,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $233,073 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,694 | CurrentTaxYearAmt |
| Total | $233,263 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99910 | PublicSupportPY509Pct |
| Investment Income CY | 0.00080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HERITAGE DAY | Event1Nm |
| Gross Receipts Event1 | $22,855 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,855 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $285 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $22,855 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,855 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $285 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $5,493 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,362 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990EZ, PART 1, LINE 16 OTHER EXPENSES | FormAndLineReferenceDesc |
| Explanation | GENERAL SUPPLIES 1314 TAXES AND FEES 1062 TOTAL OTHER EXPENSES EQUALS 2376 | ExplanationTxt |
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