JAMES MILLIKIN HOMESTEAD INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES MILLIKIN HOMESTEAD INC (EIN 37-1019918)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-14
- IRS object ID
- 202432279349201263
- 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 | 2024-08-14T15:25:17-04:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371074029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCK CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1353 E MOUND RD STE 300 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 625269382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371019918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MILLIKIN HOMESTEAD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2174229003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N PINE STREET | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS WARREN | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 2174229003 | PhoneNum |
| Signature | 2024-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S WOOD | PreparerPersonNm |
| PTIN | P01241659 | PTIN |
| Phone | 2178752655 | PhoneNum |
| Preparation | 2024-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | 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 | JAMESMILLIKINHOMESTEAD.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $37,745 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $12,535 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $8,060 | ProgramServiceRevenueAmt |
| Membership Dues | $7,470 | MembershipDuesAmt |
| Investment Income | $4,574 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $382 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $382 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $3,442 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $282 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,160 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $651 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $639 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $631 | OtherRevenueTotalAmt |
| Total Revenue | $37,451 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $77,871 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $16,189 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $7,424 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $1,635 | OtherExpensesTotalAmt |
| Total Expenses | $103,119 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$65,668 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $215,416 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $2,010 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $151,758 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,416 | BOYAmt |
| EOY | $151,758 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,416 | BOYAmt |
| EOY | $151,758 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,416 | BOYAmt |
| EOY | $151,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | OPERATION OF HISTORIC HOME OWNED BY LOCAL UNIVERSITY - HOME MUSEUM, ART, HISTORIC PRESERVATION, REGIONAL HISTORY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| IN CONJUNCTION WITH FOUR OTHER HISTORIC LANDMARK HOMES/MUSEUMS WE HOST "TASTE OF HISTORY". TWO HUNDRED SIXTY VISITORS TOURED THE FIVE SITES INCLUDING OURS. TROLLIES MOVED VISITORS FROM SITE TO SITE. DOCENTS DRESS IN PERIOD COSTUME, PERIOD LIVE MUSIC IS PLAYED. THIS BRINGS TO LIFE THE HOME MUSEUM FOR CITIZENS. 260 VISITORS. | $2,739 |
| WINTER "POETRY AT THE HOMESTEAD" GIVES OPPORTUNITIES FOR CITIZENS TO BE EXPOSED TO THE ARTS FOR A MINIMAL ENTRY FEE OF 10. BOTH POETS AND MUSICIANS PARTAKE IN THIS WINTER SUNDAY AFTERNOON LIVE EVENT. FORTY-SEVEN (47) PEOPLE ATTENDED THE THREE EVENTS. WE HAD FOUR POETS AND TWO MUSICIANS (ALL LOCAL ARTISTS). | $842 |
| IN ADDITION TO OUR HOLIDAY OPEN HOUSE WE ADDED A DISPLAY OF ANTIQUE NATIVITY SETS FOR VIEWING. THE 1875 HOME DECORATED FOR THE HOLIDAYS IN PERIOD APPROPRIATE TRADITIONAL DECORATIONS. THREE HUNDRED PEOPLE ATTENDED TO VIEW THE 1890S DECORATIONS AND NATIVITY SETS, COOKIES AND PUNCH PLUS LIVE MUSIC (DONATED). 300 ATTENDED. | |
| ANNUAL MEETING - 27 ATTENDEES - 30 HISTORIC PRESERVATION WEEK OPEN HOUSE - 60 ATTENDEES - 281 MR & MRS MILLIKIN DAYS- 800 3RD GRADE STUDENTS - 1638 MILLIKIN UNIVERSITY STUDENT ENGAGEMENT - 200 STUDENTS - 494 HOLIDAY'S OPEN HOUSE - 200 VISITORS - 157 | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,181 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (22 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ANN-MARIE HILLYER | ||
| DIRECTOR & P | 20.00 | $0 |
| DOUGLAS WARREN | ||
| DIRECTOR/TRE | 30.00 | $0 |
| JASON BUTTERICK | ||
| DIRECTOR | 2.00 | $0 |
| MARY LOU BROWN | ||
| DIRECTOR | 2.00 | $0 |
| ALOYS PAUL DUDRA JR | ||
| DIRECTOR | 000.00 | $0 |
| JENNIFER BRANDYBERRY | ||
| DIRECTOR/ VI | 2.00 | $0 |
| MICHAEL GIBSON | ||
| DIRECTOR | 2.00 | $0 |
| BRIGITTA KAPP | ||
| DIRECTOR | 1.00 | $0 |
| NOLA WILKINSON | ||
| DIRECTOR/ASS | 2.00 | $0 |
| TIFFANY HALL | ||
| DIRECTOR | 1.00 | $0 |
| DAVID BOWMAN | ||
| DIRECTOR | 4.00 | $0 |
| KIMBERLY MANGAN | ||
| DIRECTOR | 000.00 | $0 |
| KARLA MILLER | ||
| DIRECTOR | 1.00 | $0 |
| GINNY MURPHY | ||
| DIRECTOR | 1.00 | $0 |
| LINDSAY NOLAN | ||
| DIRECTOR | 4.00 | $0 |
| DEROAN PETERS | ||
| DIRECTOR | 2.00 | $0 |
| DEB SCHEITER | ||
| DIRECTOR | 000.00 | $0 |
| MICHAEL SEXTON | ||
| DIRECTOR | 1.00 | $0 |
| PATTIE SMITH-PHILLIPS | ||
| DIRECTOR | 1.00 | $0 |
| KELLY SPRINGMAN | ||
| DIRECTOR | 1.00 | $0 |
| JIM WILKERSON | ||
| DIRECTOR | 6.00 | $0 |
| DONNA WILLIAMS | ||
| DIRECTOR | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS WARREN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 SANDCREEK DRIVE | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 625215470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2174229003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $62,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,165 | CurrentTaxYearAmt |
| Total | $272,673 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,060 | CurrentTaxYearAmt |
| Total | $18,525 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,225 | CurrentTaxYearAmt |
| Total | $291,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $291,198 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,956 | CurrentTaxYearAmt |
| Total | $13,536 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,956 | CurrentTaxYearAmt |
| Total | $13,536 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $631 | CurrentTaxYearAmt |
| Total | $1,211 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,812 | CurrentTaxYearAmt |
| Total | $305,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97170 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | VOIDED SECURITY DEPOSIT 100 LOCAL ARTS COUNCIL CONTEST AWARD 200 HOLIDAY DINNER - DIRECTORS 655 POLO SHIRT UNIFORM REIMBURSEMENT 251 UNSPENT PETTY CASH 5 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | REFUNDS FOR HOLIDAY DINNER 375 REFUNDS FOR POLO SHIRTS 251 MISCELLANEOUS 5 TOTAL 631 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OTHER EXPENSES 1,635 TOTAL 1,635 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN IN INVESTMENTS 2,010 |
| FORM 990-EZ, PART III | OPERATION OF HISTORIC HOME OWNED BY LOCAL UNIVERSITY - HOME MUSEUM, ART, HISTORIC PRESERVATION, REGIONAL HISTORY |
| FORM 990-EZ, PART III, LINE 28 | IN CONJUNCTION WITH FOUR OTHER HISTORIC LANDMARK HOMES/MUSEUMS WE HOST "TASTE OF HISTORY". TWO HUNDRED SIXTY VISITORS TOURED THE FIVE SITES INCLUDING OURS. TROLLIES MOVED VISITORS FROM SITE TO SITE. DOCENTS DRESS IN PERIOD COSTUME, PERIOD LIVE MUSIC IS PLAYED. THIS BRINGS TO LIFE THE HOME MUSEUM FOR CITIZENS. 260 VISITORS. |
| FORM 990-EZ, PART III, LINE 29 | WINTER "POETRY AT THE HOMESTEAD" GIVES OPPORTUNITIES FOR CITIZENS TO BE EXPOSED TO THE ARTS FOR A MINIMAL ENTRY FEE OF 10. BOTH POETS AND MUSICIANS PARTAKE IN THIS WINTER SUNDAY AFTERNOON LIVE EVENT. FORTY-SEVEN (47) PEOPLE ATTENDED THE THREE EVENTS. WE HAD FOUR POETS AND TWO MUSICIANS (ALL LOCAL ARTISTS). |
| FORM 990-EZ, PART III, LINE 30 | IN ADDITION TO OUR HOLIDAY OPEN HOUSE WE ADDED A DISPLAY OF ANTIQUE NATIVITY SETS FOR VIEWING. THE 1875 HOME DECORATED FOR THE HOLIDAYS IN PERIOD APPROPRIATE TRADITIONAL DECORATIONS. THREE HUNDRED PEOPLE ATTENDED TO VIEW THE 1890S DECORATIONS AND NATIVITY SETS, COOKIES AND PUNCH PLUS LIVE MUSIC (DONATED). 300 ATTENDED. |
| FORM 990-EZ, PART III, LINE 31 | ANNUAL MEETING - 27 ATTENDEES - 30 HISTORIC PRESERVATION WEEK OPEN HOUSE - 60 ATTENDEES - 281 MR & MRS MILLIKIN DAYS- 800 3RD GRADE STUDENTS - 1638 MILLIKIN UNIVERSITY STUDENT ENGAGEMENT - 200 STUDENTS - 494 HOLIDAY'S OPEN HOUSE - 200 VISITORS - 157 |