CALEDONIA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA HISTORICAL SOCIETY INC (EIN 01-0746541)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-09
- IRS object ID
- 202332829349201458
- Schema version
- 2022v5.0
- 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 | 2023-10-09T12:44:32-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390803883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon J Maier & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 Wisconsin Avenue | AddressLine1Txt |
| City | Racine | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALE | BusinessNameControlTxt |
| Phone | 2628849504 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELVEDA MORRILL | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 999009999 | SSN |
| 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 | W PATRICK FOGARTY CPA | PreparerPersonNm |
| PTIN | P00033628 | PTIN |
| Phone | 2626347108 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $21,735 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $16,635 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $5,100 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,352 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,748 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $20,383 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $450 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $163 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $19,689 | OtherExpensesTotalAmt |
| Total Expenses | $20,302 | TotalExpensesAmt |
| Excess Or Deficit For Year | $81 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $321,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $322,067 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,768 | BOYAmt |
| EOY | $29,371 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,977 | BOYAmt |
| EOY | $290,218 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,241 | BOYAmt |
| EOY | $2,478 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,986 | BOYAmt |
| EOY | $322,067 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,986 | BOYAmt |
| EOY | $322,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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, Wisconsin. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Maintenance of historic buildings inculding Town Hall, Train Depot, Log Cabin, Museum Building, Caboose, Ice House, Shed, and Smoke House. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $7,444 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,444 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| ELVEDA MORRILL | ||
| Treasurer | 10.00 | $0 |
| LINDA GRAEPER | ||
| Vice President | 10.00 | $0 |
| DAVID BIEHL | ||
| President | 8.00 | $0 |
| LYNDA LECHNER | ||
| Secretary | 8.00 | $0 |
| JOHN HARTMANSTORFER | ||
| Director | 2.00 | $0 |
| CHRIS PAULSON | ||
| Director | 2.00 | $0 |
| RON COOKE | ||
| Director | 2.00 | $0 |
| NANCY NELSON | ||
| Director | 2.00 | $0 |
| CLARENCE KAPLAN | ||
| Director | 2.00 | $0 |
| SHARON PITTSLEY | ||
| Director | 2.00 | $0 |
| BELINDA COPUS | ||
| Director | 2.00 | $0 |
| CHERYL LEIBKE | ||
| Director | 2.00 | $0 |
| GARY RANDALL | ||
| Director | 2.00 | $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 |
| 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 |
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 | 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 | $13,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,635 | CurrentTaxYearAmt |
| Total | $59,993 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,748 | CurrentTaxYearAmt |
| Total | $34,751 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,383 | CurrentTaxYearAmt |
| Total | $94,744 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,744 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Total | $17 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Total | $17 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,410 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,383 | CurrentTaxYearAmt |
| Total | $97,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $91 |
| Other Expenses.1002 | Office Expenses $523 |
| Other Expenses.1009 | Depreciation $10817 |
| Other Expenses.1012 | Insurance $2430 |
| Other Expenses.1 | SECURITY SYSTEM $1535 |
| Other Expenses.2 | RENT.PARKING,UTILITIES $1326 |
| Other Expenses.3 | EQUIPMENT RENTAL & MAINTENANCE $1008 |
| Other Expenses.4 | PROPERTY TAXES $498 |
| Other Expenses.5 | GAS $450 |
| Other Expenses.6 | SPEAKERS FEES $320 |
| Other Expenses.7 | SUPPLIES $231 |
| Other Expenses.8 | FACILITIES & EQUIPMENT-OTHER $171 |
| Other Expenses.10 | MATERIALS $110 |
| Other Expenses.11 | SERVICE FEE $84 |
| Other Expenses.12 | BUSINESS REGISTRATION FEE $80 |
| Other Expenses.14 | OTHER EXPENSE $15 |
| Other Assets.1003 | Machinery and Equipment - Beginning $3241 Machinery and Equipment - Ending $2478 |