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JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349201444
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-11T08:04:36-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Vlahakis & Associates CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1108 Main StAddressLine1Txt
CityStamfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12167ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455398566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERSON HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone6076524771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE RUBINPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6076524771PhoneNum
Signature2021-10-22SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastRUBINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER VLAHAKISPreparerPersonNm
PTINP01403058PTIN
Phone6076524732PhoneNum
Preparation2021-11-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$97,176GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$90,270ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$800MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$6,106GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,332CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$3,774GrossProfitLossSlsOfInvntryAmt
Total Revenue$94,844TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$8,393FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$3,473OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,937PrintingPublicationsPostageAmt
Other Expenses Total$64,017OtherExpensesTotalAmt
Total Expenses$78,820TotalExpensesAmt
Excess Or Deficit For Year$16,024ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$57,683NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$73,707NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$57,180BOYAmt
EOY$73,707EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$503BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$57,683BOYAmt
EOY$73,707EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$57,683BOYAmt
EOY$73,707EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePRESERVE LOCAL HISTORY EDUCATION REGARDING LOCAL HISTORYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
CONTINUED RESTORATION PROJECT ON JUDD HALL1865 BUILDING BEING CONVERTED INTO MUSEUM AND MEETING SPACE$35,000$44,298
CREATION OF THE OLD SCHOOLHOUSE NATURE TRAILA TRAIL THAT STARTS BEHIND THE ONE-ROOM SCHOOLHOUSE, GOES DOWN PAST THE RUINS OF AN OLD - CIRCA 1900 - MILL, THEN THROUGHT THE WETLANDSOPEN TO THE PUBLIC AT NO CHARGE WITH PICNIC TABLES AND PATHWAYS$6,000$6,000
MAPLE TREE - TOWN GREEN PROJECTPLANTED SUGAR MAPLES ON THE TOWN GREEN & ELSEWHERE. HAD OLD TREES ON TOWN GREEN PROFESSIONALLY EVALUATED, MEMORIAL PAVERS WERE INSTALLED & A METAL PLAQUE ON A BOULDER ON THE GREEN.THE YOUNG TREES REPLACE TREES THAT HAVE DIED AND EVOKE MEMORIES OF THE 120 TREES ONCE GROWING ON THE GREEN AS WELL AS THE MAPLE FESTIVALS THAT WERE HELD ON THE GREEN IN PAST GENERATIONS. THE TREES ARE IN FULL VIEW FOR ALL TO ENJOY.$3,952$3,254
FieldValueIRS element (for citing)
Total Program Service Expenses$53,552TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN BERNER
PRESIDENT30.00$0$0$0
CAROL BODNAR
VICE PRESIDENT6.00$0$0$0
STEPHANIE RUBIN
TREASURER20.00$0$0$0
DIANE ERICSON
CO-TREASURER6.00$0$0$0
JOAN POWERS
SECRETARY2.00$0$0$0
INGRID ZEMAN
TRUSTEE0.00$0$0$0
FAYE HARRIS
TRUSTEE1.00$0$0$0
J ROBERT GLAS
TRUSTEE3.00$0$0$0
SHANNON MASON FINN
TRUSTEE0.50$0$0$0
BARB PALMER
TRUSTEE2.00$0$0$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
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHANIE RUBINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 143AddressLine1Txt
CityJEFFERSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12093ZIPCd
FieldValueIRS element (for citing)
Phone6076524771PhoneNum
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
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$76,945CurrentTaxYearMinus1YearAmt
Current Tax Year$91,070CurrentTaxYearAmt
Total$168,015TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$3,048CurrentTaxYearMinus1YearAmt
Current Tax Year$6,106CurrentTaxYearAmt
Total$9,154TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$79,993CurrentTaxYearMinus1YearAmt
Current Tax Year$97,176CurrentTaxYearAmt
Total$177,169TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$177,169PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$177,169TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16JUDD HALL RESORATION 44298.
Form 990EZ, Part I, Line 16SCHOOLHOUSE TRAIL PROJECT 6000.
Form 990EZ, Part I, Line 16MAPLE TREE PROJECT 3254.
Form 990EZ, Part I, Line 16INSURANCE 2594.
Form 990EZ, Part I, Line 16JCS SCHOLARSHIP 100.
Form 990EZ, Part I, Line 16OFFICE EXPENSE 4198.
Form 990EZ, Part I, Line 16SALES TAX 170.
Form 990EZ, Part I, Line 16SCHOOLHOUSE 299.
Form 990EZ, Part I, Line 16SQUAD 1325.
Form 990EZ, Part I, Line 16SUPPLIES 1779.
Form 990EZ, Part II, Line 24FARMER'S MARKET BALANCE 503.

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