STERLING HISTORICAL SOCIETY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STERLING HISTORICAL SOCIETY (EIN 16-1104205)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-29
IRS object ID
201523089349301277
Schema version
2014v5.0
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)
Return2015-10-29T13:42:00-04:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208156139PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OSWEGO COUNTY BOOKKEEPING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1942 SO 1ST STAddressLine1Txt
CityFultonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13069ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161104205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STERLING HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTERBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115100 VALLEY ROADAddressLine1Txt
CitySTERLINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP131563293ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA SHORTSLEFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3159475072PhoneNum
Signature2015-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOSIMO M BORZUMATEPreparerPersonNm
PTINP00011965PTIN
Phone3155932268PhoneNum
Preparation2015-10-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1CO JAMES CHAFFEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSUSAN PARSONSPrincipalOfficerNm
Gross Receipts$81,952GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE EDUCATION OF THE PUBLIC OF THE FAIR HAVEN AND STERLING NY AREA FROM THE BEGINNING OF THE AREA AND THE DEVELOPMENT OF THE RAIL SYSTEM THAT RAN THROUGH THE AREA.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$77,308CYContributionsGrantsAmt
CY Program Service Revenue$2,195CYProgramServiceRevenueAmt
CY Investment Income$2,449CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$81,952CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$12,665CYOtherExpensesAmt
CY Total Expenses$12,665CYTotalExpensesAmt
CY Revenues Less Expenses$69,287CYRevenuesLessExpensesAmt
Total Assets BOY$55,720TotalAssetsBOYAmt
Total Assets EOY$125,461TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$55,720NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$125,461NetAssetsOrFundBalancesEOYAmt
MissionTHE EDUCATION OF THE PUBLIC OF THE FAIR HAVEN AND STERLING NY AREA FROM THE BEGINNING OF THE AREA AND THE DEVELOPMENT OF THE RAIL SYSTEM THAT RAN THROUGH THE AREA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,373ExpenseAmt
DescEDUCATION OF THE GENERAL PUBLIC ON THE HISTORY OF THE STERLING NY AREA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,153ExpenseAmt
Revenue$1,139RevenueAmt
DescRAILROAD TOWER RESTORATION IN STERLINGDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,111ExpenseAmt
Revenue$1,056RevenueAmt
DescPUBLISH MATERIAL FOR RESALE ON STERLING HISTORYDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$12,637TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAMES CHAFFEEPersonNm
Phone3159475072PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115100 VALLEY ROADAddressLine1Txt
CitySTERLINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP131563293ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUSAN PARSONS
SECRETARY5.000.00Yes (X)Yes (X)$0$0$0
PATRICIA SHORTSLEF
PRESIDENT6.000.00Yes (X)Yes (X)$0$0$0
JAMES CHAFFEE
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
SUE ALLEN
TRUSTEE3.000.00Yes (X)$0$0$0
MARION TEACHOUT
TRUSTEE3.000.00Yes (X)$0$0$0
LEIGH SHORTSLEF
TRUSTEE3.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$1,100MembershipDuesAmt
Fundraising$6,595FundraisingAmt
All Other Contributions$69,613AllOtherContributionsAmt
Total Contributions$77,308TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLICATIONS451211$1,056$1,056
RAILROAD TOWER531390$1,139$1,139
FieldValueIRS element (for citing)
Total Program Service Revenue$2,195TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,449TotalRevenueColumnAmt
Related Or Exempt Func Income$2,449RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$6,595ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,952TotalRevenueColumnAmt
Related Or Exempt Func Income$4,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PUBLISHING EXPENSES$1,111$1,111
RAILROAD TOWER EXPENSES$1,153$1,153
FOREIGN TAXES PAID$28$28
ASSOC OPERATING EXPENSES$10,373$10,373

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,665TotalAmt
Program Services$12,637ProgramServicesAmt
Management And General$28ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,295BOYAmt
EOY$5,214EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$67,040EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$50,425BOYAmt
EOY$53,207EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,720BOYAmt
EOY$125,461EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,740BOYAmt
EOY$122,550EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,980BOYAmt
EOY$2,911EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,720BOYAmt
EOY$125,461EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,720BOYAmt
EOY$125,461EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$69,287ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$454OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,161CurrentTaxYearMinus2YearsAmt
Current Tax Year$69,613CurrentTaxYearAmt
Total$84,573TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,360CurrentTaxYearMinus2YearsAmt
Current Tax Year$8,790CurrentTaxYearAmt
Total$19,475TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,521CurrentTaxYearMinus2YearsAmt
Current Tax Year$78,403CurrentTaxYearAmt
Total$104,048TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$104,048PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,967CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,605CurrentTaxYearMinus2YearsAmt
Current Tax Year$2,449CurrentTaxYearAmt
Total$8,243TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,222CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,967CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,605CurrentTaxYearMinus2YearsAmt
Current Tax Year$2,449CurrentTaxYearAmt
Total$8,243TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,126CurrentTaxYearMinus2YearsAmt
Current Tax Year$80,852CurrentTaxYearAmt
Total$112,291TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.92660PublicSupportCY509Pct
Investment Income CY0.07000InvestmentIncomeCYPct
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 (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Officer directors etc family relationship Part VI line 2BOARD OF DIRECTORS ARE ALLOWED TO BE HUSBAND/WIFE OR PARENT/CHILD.
Members or stockholder classes and rights Part VI line 6ASSOCIATION IS MADE UP BY DUE PAYING MEMBERS.
Member election for additional members Part VI line 7aEACH MEMBER HAS THE RIGHT TO VOTE IN AN OPEN ELECTION.
Governing body decisions Part VI line 7bALL BOARD AND COMMITTEE DECISIONS MUST BE APPROVED BY THE MEMBERSHIP
Form 990 governing body review Part VI line 11FINANCIAL REPORTS USED TO PREPARE THE FORM 990 MUST BE APPROVED BEFORE RETURNS CAN BE PREPARED. FINAL FORM 990 PRESENT TO THE MEBERSHIP.
Governing documents etc available to public Part VI line 19UPON REQUEST
Explanation of other changes in net assets or fund balances Part XI line 9PART XI, LINE 9-OTHER CHANGES NET CHANGE IN THE INVESTMENTS VALUE DUE TO THE MARKET

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