JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202232979349200778
- 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 | 2022-10-24T10:00:05-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vlahakis & Associates CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 Main St | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12167 | 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 | 455398566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 6076524771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 143 | AddressLine1Txt |
| City | JEFFERSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE RUBIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6076524771 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | RUBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER VLAHAKIS | PreparerPersonNm |
| PTIN | P01403058 | PTIN |
| Phone | 6076524732 | PhoneNum |
| Preparation | 2022-10-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $182,562 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $176,160 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $1,625 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $1,864 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,420 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$556 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $2,913 | OtherRevenueTotalAmt |
| Total Revenue | $180,142 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $9,022 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $9,418 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $4,203 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $68,094 | OtherExpensesTotalAmt |
| Total Expenses | $90,737 | TotalExpensesAmt |
| Excess Or Deficit For Year | $89,405 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $73,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $163,112 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,707 | BOYAmt |
| EOY | $163,112 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,707 | BOYAmt |
| EOY | $163,112 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,707 | BOYAmt |
| EOY | $163,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | PRESERVE LOCAL HISTORY EDUCATION REGARDING LOCAL HISTORY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| CONTINUED RESTORATION PROJECT ON JUDD HALL1865 BUILDING BEING CONVERTED INTO MUSEUM AND MEETING SPACE | $135,000 | $40,101 |
| MUSEUM DEVELOPMENTCONSTRUCTION OF MUSEUM AND DISPLAY UNITS | $0 | $10,849 |
| VIDEO & ORAL HISTORY PROJECTRECORDED INTERVIEWS WITH JEFFERSON RESIDENTSCREATED VIDEOS ON JEFFERSON HISTORY | $5,777 | $6,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $57,911 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KEVIN BERNER | ||||
| PRESIDENT | 30.00 | $0 | $0 | $0 |
| CAROL BODNAR | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| STEPHANIE RUBIN | ||||
| TREASURER | 30.00 | $0 | $0 | $0 |
| DIANE ERICSON | ||||
| CO-TREASURER | 20.00 | $0 | $0 | $0 |
| JOAN POWERS | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| INGRID ZEMAN | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| FAYE HARRIS | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| J ROBERT GLAS | ||||
| TRUSTEE | 4.00 | $0 | $0 | $0 |
| SHANNON MASON FINN | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARB PALMER | ||||
| TRUSTEE | 4.00 | $0 | $0 | $0 |
| GAIL RENTSCH | ||||
| TRUSTEE | 3.00 | $0 | $0 | $0 |
| WERNER RENTSCH | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARK SISK | ||||
| TRUSTEE | 1.00 | $0 | $0 | $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 |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE RUBIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 143 | AddressLine1Txt |
| City | JEFFERSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6076524771 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $76,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,785 | CurrentTaxYearAmt |
| Total | $345,800 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,864 | CurrentTaxYearAmt |
| Total | $11,018 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $79,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,649 | CurrentTaxYearAmt |
| Total | $356,818 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $356,818 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | INSURANCE REIMBURSEMENT FOR FLOOD 2911. |
| Form 990EZ, Part I, Line 8 | REFUND 2. |
| Form 990EZ, Part I, Line 16 | HISTORIC MARKER 1140. |
| Form 990EZ, Part I, Line 16 | INSURANCE 3145. |
| Form 990EZ, Part I, Line 16 | JUDD HALL RESORATION 40101. |
| Form 990EZ, Part I, Line 16 | MAPLE TREE PROJECT 885. |
| Form 990EZ, Part I, Line 16 | MUSEUM DEVELOPMENT 10849. |
| Form 990EZ, Part I, Line 16 | MUSIC & MORE SERIES 2873. |
| Form 990EZ, Part I, Line 16 | OFFICE EXPENSE 277. |
| Form 990EZ, Part I, Line 16 | SALES TAX 439. |
| Form 990EZ, Part I, Line 16 | SCHOLARSHIPS 600. |
| Form 990EZ, Part I, Line 16 | SUPPLIES 824. |
| Form 990EZ, Part I, Line 16 | VIDEOS & ORAL HISTORY PROJECT 6961. |
| Form 990EZ, Part II, Line 24 | FARMER'S MARKET BALANCE 0. 0. |
Comments