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HERITAGE HOUSE AND MUSEUM OF OKAWVILLE: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HERITAGE HOUSE AND MUSEUM OF OKAWVILLE (EIN 37-1126812)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-17
IRS object ID
202131689349200113
Schema version
2020v4.0
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)
Return2021-06-17T10:11:31-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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)
PersonDONNA DAVISPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2021-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONNAPersonFirstNm
Person LastDAVISPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE HUNDPreparerPersonNm
PTINP01281329PTIN
Phone6182435567PhoneNum
Preparation2021-06-17PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$25,845GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$5,656ContributionsGiftsGrantsEtcAmt
Membership Dues$1,352MembershipDuesAmt
Investment Income$34InvestmentIncomeAmt
Fundraising Gross Income$18,803FundraisingGrossIncomeAmt
Special Events Direct Expenses$5,163SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$13,640SpecialEventsNetIncomeLossAmt
Total Revenue$20,682TotalRevenueAmt
Occupancy Rent Utlts And Maint$16,792OccupancyRentUtltsAndMaintAmt
Other Expenses Total$3,351OtherExpensesTotalAmt
Total Expenses$20,143TotalExpensesAmt
Excess Or Deficit For Year$539ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$411,175NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$411,714NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$26,107BOYAmt
EOY$21,646EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$404,565BOYAmt
EOY$404,565EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$430,672BOYAmt
EOY$426,211EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,497BOYAmt
EOY$14,497EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$411,175BOYAmt
EOY$411,714EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeHISTORY OF OKAWVILLE ILLINOISPrimaryExemptPurposeTxt

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)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AUDREY OSTENDORF
PRESIDENT5$0
SUSAN GYORKOS
VICE PRESIDENT5$0
CHARLOTTE SIMONTON
RECORDING SECRETARY5$0
EUNICE HETTENHAUSEN
CORRESPONDING SECRETARY5$0
DONNA DAVIS
TREASURER5$0
DWIGHT SHUBERT
DIRECTOR5$0
ART STINE
DIRECTOR5$0
ZACH SHEMONIC
DIRECTOR5$0
ROBERT CRUSE
DIRECTOR5$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

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDONNA DAVISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1Txt
CityOKAWVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP62271ZIPCd
FieldValueIRS element (for citing)
Phone7147880855PhoneNum
FieldValueIRS element (for citing)
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$6,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,577CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,290CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,520CurrentTaxYearMinus1YearAmt
Current Tax Year$7,008CurrentTaxYearAmt
Total$29,663TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,595CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,358CurrentTaxYearMinus1YearAmt
Current Tax Year$18,803CurrentTaxYearAmt
Total$181,507TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,761CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,548CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,878CurrentTaxYearMinus1YearAmt
Current Tax Year$25,811CurrentTaxYearAmt
Total$211,170TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$211,170PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58CurrentTaxYearMinus1YearAmt
Current Tax Year$34CurrentTaxYearAmt
Total$187TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58CurrentTaxYearMinus1YearAmt
Current Tax Year$34CurrentTaxYearAmt
Total$187TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$41,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,583CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,936CurrentTaxYearMinus1YearAmt
Current Tax Year$25,845CurrentTaxYearAmt
Total$211,357TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99910PublicSupportCY509Pct
Public Support PY5090.99920PublicSupportPY509Pct
Investment Income CY0.00090InvestmentIncomeCYPct
Investment Income PY0.00080InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1OTDR DINNERSEvent1Nm
Gross Receipts Event1$14,437GrossReceiptsEvent1Amt
Gross Revenue Event1$14,437GrossRevenueEvent1Amt
Rent Facility Costs Event1$4,276RentFacilityCostsEvent1Amt
Gross Receipts Total$14,437GrossReceiptsTotalAmt
Gross Revenue Total Events$14,437GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$4,276RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$4,276DirectExpenseSummaryEventsAmt
Net Income Summary$10,161NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990EZ, PART I, LINE 16 OTHER EXPENSESGENERAL SUPPLIES 1207 TAXES AND FEES 2144 TOTAL OTHER EXPENSES EQUALS 3351
FORM 990EZ, PART II, LINE 2 TOTAL LIABILITIESNOTE PAYABLE FOR LOT - OLD EXCHANGE NATL BANK 14,497

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