CALEDONIA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA HISTORICAL SOCIETY INC (EIN 01-0746541)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-23
- IRS object ID
- 202421449349201607
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-23T17:55:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461765334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JB Tax Accounting & Payroll Services L | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6233 Durand Ave | AddressLine1Txt |
| City | Mount Pleasant | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010746541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caledonia Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALE | BusinessNameControlTxt |
| Phone | 2628848504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 Chester Ln | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elveda Morrill | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2628848504 | PhoneNum |
| Signature | 2024-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elveda | PersonFirstNm |
| Person Last | Morrill | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathon Baugher CPA | PreparerPersonNm |
| PTIN | P01602393 | PTIN |
| Phone | 2629898512 | PhoneNum |
| Preparation | 2024-05-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | caledoniahistoricalsociety.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $14,006 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $7,210 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $6,796 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,122 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,674 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $12,884 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $460 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $10,847 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $30 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $24,458 | OtherExpensesTotalAmt |
| Total Expenses | $35,795 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$22,911 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $322,067 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $299,156 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,371 | BOYAmt |
| EOY | $17,307 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,943 | BOYAmt |
| EOY | $279,011 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,753 | BOYAmt |
| EOY | $2,838 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,067 | BOYAmt |
| EOY | $299,156 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,067 | BOYAmt |
| EOY | $299,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | The Purpose shall be exclusively educational and specifically to collect and preserve records and objects relating to the history of the Town of Caledonia, WI | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Maintenance of Historic Buildings including Town Hall, Train Depot, Log Cabin, Museum Building, Caboose, Ice House, Shed, and Smoke House | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $22,053 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,053 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Elveda Morrill | ||||
| Treasurer | 10.00 | $0 | $0 | $0 |
| Linda Graeper | ||||
| Vice President | 10.00 | $0 | $0 | $0 |
| David Biehl | ||||
| President | 8.00 | $0 | $0 | $0 |
| Lynda Lechner | ||||
| Secretary | 8.00 | $0 | $0 | $0 |
| John Hartmanstorfer | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Chris Paulson | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Ron Cooke | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Nancy Nelson | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Clarence Kaplan | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Sharon Pittsley | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Belinda Copus | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Cheryl Leibke | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elveda Morrill | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5043 Chester Lane | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6085530724 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,210 | CurrentTaxYearAmt |
| Total | $54,056 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,796 | CurrentTaxYearAmt |
| Total | $27,306 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,006 | CurrentTaxYearAmt |
| Total | $81,362 | 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 | $81,362 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Total | $17 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Total | $17 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,006 | CurrentTaxYearAmt |
| Total | $81,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99980 | PublicSupportCY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 14 | Description: Depreciation. Amount: 10,847. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: 11700 Designated Funds. Amount: 285. Description: 60900 Business Expenses. Amount: 415. Description: 60920 Business Registration Fees. Amount: 91. Description: 60930 Property Taxes. Amount: 1,023. Description: 62100 Contract Services. Amount: 143. Description: 62150 Outside Contract Services. Amount: 397. Description: 62160 Speaker Fees. Amount: 110. Description: 62800 Facilities and Equipment. Amount: 6,000. Description: 62820 Materials. Amount: 8,107. Description: 62840 Equip Rental and Maintenance. Amount: 1,586. Description: 62870 Property Insurance. Amount: 1,287. Description: 62890 Rent, Parking, Utilities. Amount: 2,328. Description: 65050 Telephone, Telecommunications. Amount: 120. Description: 65060 Gas. Amount: 283. Description: 65070 Advertising. Amount: 384. Description: 65080 Office Expense. Amount: 574. Description: 65120 Insurance - Liability, D and O. Amount: 1,074. Description: 65160 Other Costs. Amount: 251. Total to Form 990-EZ, line 16: 24,458. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Other Depreciable Assets. Beg. of Year Amount: 3,753. End of Year Amount: 2,838. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |