CONNEAUT LAKE AREA HISTORICAL SOCIETY: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONNEAUT LAKE AREA HISTORICAL SOCIETY (EIN 25-1837548)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349201695
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T08:54:10-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251529645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perfett Tax Service | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12212 Midway Dr | AddressLine1Txt |
| City | Conneaut Lake | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16316 | 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 | 251837548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNEAUT LAKE HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8143826894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 425 | AddressLine1Txt |
| City | CONNEAUT LAKE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUCK GROGER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David A Perfett EA ATA ABA | PreparerPersonNm |
| PTIN | P00057969 | PTIN |
| Phone | 8143822000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $93,544 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $35,112 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $4,318 | MembershipDuesAmt |
| Investment Income | $3,926 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $35,749 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $13,843 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $21,906 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $14,439 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $16,024 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$1,585 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $63,677 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $734 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $60,005 | OtherExpensesTotalAmt |
| Total Expenses | $61,239 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,438 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $216,887 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $3,447 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $222,772 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,981 | BOYAmt |
| EOY | $212,668 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,275 | BOYAmt |
| EOY | $10,377 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,256 | BOYAmt |
| EOY | $223,045 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369 | BOYAmt |
| EOY | $273 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,887 | BOYAmt |
| EOY | $222,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | MAINTAIN THE HISTORICAL MUSEUM AND EDUCATIONAL PROGRAMS RELATED TO THE HISTORY OF THE CONNEAUT LAKE AREA | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO MAINTAIN THE HISTORICAL MUSEUM AND EDUCATIONAL PROGRAMS RELATED TO THE HISTORY OF THE CONNEAUT LAKE AREA | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $56,841 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,841 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHUCK GROGER | ||
| President | 0 | $0 |
| BERNIE HANMORE | ||
| Vice President | 0 | $0 |
| JANE SMITH | ||
| Treasurer | 0 | $0 |
| JOYCE MINNIS | ||
| Secretary | 0 | $0 |
| JULIA CATALANO | ||
| Director | 0 | $0 |
| BRIAN DELMAR | ||
| Director | 0 | $0 |
| BOB DISKO | ||
| Director | 0 | $0 |
| AMANDA COULTER | ||
| Director | 0 | $0 |
| CARL MCLEAN | ||
| Director | 0 | $0 |
| B0B HILTON | ||
| Director | 0 | $0 |
| GREG HINDLE | ||
| Director | 0 | $0 |
| HALE JENKINS | ||
| Director | 0 | $0 |
| RICHARD P ROBERTS | ||
| Director | 0 | $0 |
| SKIP HOLT | ||
| Director | 0 | $0 |
| CRIS MYERS | ||
| Director | 0 | $0 |
| DALE PYDHER | ||
| Director | 0 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 425 | AddressLine1Txt |
| City | CONNEAUT LAKE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8143826894 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,430 | CurrentTaxYearAmt |
| Total | $209,866 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,430 | CurrentTaxYearAmt |
| Total | $209,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $209,866 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,926 | CurrentTaxYearAmt |
| Total | $12,036 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $99 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97 | CurrentTaxYearAmt |
| Total | $384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $222,286 | TotalSupportAmt |
| Public Support CY170 | 0.94410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $35,749 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $35,749 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,843 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $35,749 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $35,749 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,843 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,843 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,906 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1668 |
| Other Expenses.1002 | Office Expenses $2347 |
| Other Expenses.1003 | Information Technology $725 |
| Other Expenses.1009 | Depreciation $898 |
| Other Expenses.1012 | Insurance $6174 |
| Other Expenses.1 | REPAIRS & MAINTENANCE $30040 |
| Other Expenses.2 | UTILTITES $5458 |
| Other Expenses.3 | ARCHIVE EXPENSE $2422 |
| Other Expenses.4 | EXHIBIT EXPENSE $2273 |
| Other Expenses.5 | SUPPLIES $1347 |
| Other Expenses.6 | PROGRAM EXPENSE $898 |
| Other Expenses.7 | INTERNET EXPENSE $881 |
| Other Expenses.8 | PROFESSIONAL FEES $870 |
| Other Expenses.9 | NEWS LETTERS $815 |
| Other Expenses.10 | CONTRIBUTIONS $595 |
| Other Expenses.11 | TELEPHONE $580 |
| Other Expenses.12 | SECURITY $579 |
| Other Expenses.14 | BANK CHARGES $479 |
| Other Expenses.15 | INVESTMENT MANAGEMENT FEES $422 |
| Other Expenses.16 | AUTO REIMBURSEMENT $318 |
| Other Expenses.18 | LICENSES & FEES $100 |
| Other Expenses.19 | DUES & SUBSCRIPTIONS $95 |
| Other Expenses.20 | MISCELLANEOUS $21 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $369 Accounts Payable and Accrued Expenses - Ending $273 |