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JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202503039349201705
Schema version
2024v5.2
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)
Return2025-10-30T11:13:59-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN334765364PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Evening Star Bookkeeping Services IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1107 Prospect StAddressLine1Txt
CitySchoharieCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12157ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Phone6072226125PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 143AddressLine1Txt
CityJeffersonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDiane EricsonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6072226125PhoneNum
Signature2025-10-22SignatureDt
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 PersonAileen A LawtonPreparerPersonNm
PTINP00508668PTIN
Phone5182958066PhoneNum
Preparation2025-10-30PreparationDt
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
Website Addresshttps://www.thejeffersonhistoricalsociety.com/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$137,528GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$99,748ContributionsGiftsGrantsEtcAmt
Program Service Revenue$22,399ProgramServiceRevenueAmt
Membership Dues$1,015MembershipDuesAmt
Investment Income$1,028InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$11,634FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,026SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$9,608SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$1,704GrossSalesOfInventoryAmt
Cost Of Goods Sold$546CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,158GrossProfitLossSlsOfInvntryAmt
Total Revenue$134,956TotalRevenueAmt
Grants And Similar Amounts Paid$150GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$4,952FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$51,651OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$9,916PrintingPublicationsPostageAmt
Other Expenses Total$91,364OtherExpensesTotalAmt
Total Expenses$158,033TotalExpensesAmt
Excess Or Deficit For Year-$23,077ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$152,104NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$1,792OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$130,819NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$152,104BOYAmt
EOY$130,921EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$152,104BOYAmt
EOY$130,921EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$102EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$152,104BOYAmt
EOY$130,819EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeDedicated to researching, preserving, promoting, and celebrating the history, architecture and culture of the Town of Jefferson; nurturing community involvement and education; and interacting with and enhancing community culture and life.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Continued renovation of Jefferson Art Building$500$17,737
Renovation of Maple Museum to make handicap accessible.$0$35,921
Trees & Green Project$6,000$20,321
FieldValueIRS element (for citing)
Total Program Service Expenses$73,979TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kevin Berner
President5.00$0$0$0
Carol Bodnar
Vice President5.00$0$0$0
Joan Powers
Secretary5.00$0$0$0
Diane Ericson
Treasurer5.00$0$0$0
Stephanie Ruquet
Co-Treasurer2.00$0$0$0
Shannon Finn
Trustee1.00$0$0$0
Robert Glas
Trustee1.00$0$0$0
Sara Henry
Trustee1.00$0$0$0
Barbara Palmer
Trustee1.00$0$0$0
Gail Rentsch
Trustee1.00$0$0$0
Werner Rentsch
Trustee1.00$0$0$0
Ed Atkins
Trustee1.00$0$0$0
Mark Sisk
Trustee1.00$0$0$0
Ingrid Zeman
Trustee1.00$0$0$0
Bonnie Dailey
Trustee1.00$0$0$0
Teresa Fellion
Trustee1.00$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
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Evening Star Bookkeeping Svc IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 Prospect StAddressLine1Txt
CitySchoharieCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12157ZIPCd
FieldValueIRS element (for citing)
Phone5182958066PhoneNum
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
Other Employee Paid Over100k0OtherEmployeePaidOver100kCnt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
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 Minus4 Years$91,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$177,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,572CurrentTaxYearMinus1YearAmt
Current Tax Year$100,763CurrentTaxYearAmt
Total$559,294TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,106CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,864CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,238CurrentTaxYearMinus1YearAmt
Current Tax Year$2,026CurrentTaxYearAmt
Total$14,866TotalAmt

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 Minus4 Years$97,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$179,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$148,736CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,810CurrentTaxYearMinus1YearAmt
Current Tax Year$102,789CurrentTaxYearAmt
Total$574,160TotalAmt

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$574,160PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$1,028CurrentTaxYearAmt
Total$1,028TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$1,028CurrentTaxYearAmt
Total$1,028TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$575,188TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99820PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00180InvestmentIncomeCYPct
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 (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 10Scholarship; Scholarship; Jefferson Central School: 1332 NY 10, Jefferson, NY, 12093; None, 100.
Form 990EZ, Part I, Line 10Donation; Donation; Jefferson Alumni Association: PO Box 245, Jefferson, NY, 12093; None, 50.
Form 990EZ, Part I, Line 16Communications 4231.
Form 990EZ, Part I, Line 16Bank Service Charges 96.
Form 990EZ, Part I, Line 16Insurance 6222.
Form 990EZ, Part I, Line 16Dues & Memberships 105.
Form 990EZ, Part I, Line 16Archives 462.
Form 990EZ, Part I, Line 16Digital Accessibility 247.
Form 990EZ, Part I, Line 16Jefferson Art Room Program 17737.
Form 990EZ, Part I, Line 16Jefferson Then & Now Program 856.
Form 990EZ, Part I, Line 16Judd Hall Renovation 175.
Form 990EZ, Part I, Line 16Maple Museum Renovation 35921.
Form 990EZ, Part I, Line 16Museum Development Program 2236.
Form 990EZ, Part I, Line 16Recording of Memories Program 380.
Form 990EZ, Part I, Line 16Research Resources Program 293.
Form 990EZ, Part I, Line 16Schoolhouse Renovation 2000.
Form 990EZ, Part I, Line 16Historic District Project 6123.
Form 990EZ, Part I, Line 16Music & More Program 6705.
Form 990EZ, Part I, Line 16Trees & Green Project 7493.
Form 990EZ, Part I, Line 16Travel 82.
Form 990EZ, Part I, Line 20Prior Year Adjustments 1894.
Form 990EZ, Part I, Line 20Unrealized Gains/Losses -102.
Form 990EZ, Part II, Line 26Sales Tax Liability 102.

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThe Jefferson Historical Society is a small, volunteer run nonprofit organization located in rural Upstate New York. The Form 990-EZ for the 2024 tax years was filed late due to a transition between accounting firms. During this change, the required extension (Form 8868) was inadvertently not filed nor was the return filed by the due date. As soon as the oversight was discovered, the return was promptly filed. The delay was unintentional, and the Society has since implemented internal procedures to confirm filing responsibilities and dealines with its accountant to prevent recurrence. We respectfully request that any penalties for late filing be abated based on reasonable cause.ExplanationTxt

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