STRATEGY STUDIO / PUBLIC DATA EXPLORER

WINDSOR MUSEUM AND HISTORICAL SOCIETY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WINDSOR MUSEUM AND HISTORICAL SOCIETY (EIN 68-0359264)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-06-25
IRS object ID
202511769349300946
Schema version
2023v6.0
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)
Return2025-06-25T13:03:26-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680261013PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS K RACKERBY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1133 NORTH STAddressLine1Txt
CityHEALDSBURGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP954483821ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680359264EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINDSOR MUSEUM AND HISTORICALBusinessNameLine1Txt
Business Name Line2SOCIETYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWINDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19225 FOXWOOD DRIVEAddressLine1Txt
CityWINDSORCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN LEHMANNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7078384563PhoneNum
Signature2024-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS K RACKERBY CPAPreparerPersonNm
PTINP00244526PTIN
Phone7074317964PhoneNum
Preparation2025-06-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN LEHMANNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19225 FOXWOOD DRAddressLine1Txt
CityWINDSORCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95492ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$200,337GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.ActivityOrMissionDesc
Voting Members Governing Body146VotingMembersGoverningBodyCnt
Voting Members Independent146VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$183,318CYContributionsGrantsAmt
CY Program Service Revenue$17,019CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$200,337CYTotalRevenueAmt
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$1,407CYTotalFundraisingExpenseAmt
CY Other Expenses$198,750CYOtherExpensesAmt
CY Total Expenses$198,750CYTotalExpensesAmt
CY Revenues Less Expenses$1,587CYRevenuesLessExpensesAmt
Total Assets EOY$60,159TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$60,159NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$197,343ExpenseAmt
DescTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$197,343TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$197,343TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members146GoverningBodyVotingMembersCnt
Independent Voting Member146IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVE LEHMANNPersonNm
Phone7078384563PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19225 FOXWOOD DRIVEAddressLine1Txt
Address Line29225 FOXWOOD DRIVEAddressLine2Txt
CityWINDSORCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95492ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
LYNN CORNELSSEN
DIRECTORYes (X)$0$0$0
KEN DELGRECO
DIRECTORYes (X)$0$0$0
MARILOU DELGRECO
TREASURERYes (X)$0$0$0
NANCY FROST
DIRECTORYes (X)$0$0$0
EDNA HONSA
DIRECTORYes (X)$0$0$0
DAN LAVELLE
DIRECTORYes (X)$0$0$0
STEPHEN LEHMANN
PRESIDENTYes (X)$0$0$0Yes (X)
CHERYL ORME-STRONG
SECRETARYYes (X)$0$0$0
JOSEPHINE REBICH
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$4,325MembershipDuesAmt
Government Grants$178,993GovernmentGrantsAmt
Noncash Contributions$30,020NoncashContributionsAmt
Total Contributions$183,318TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

Total Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtDescDesc
$11,820$11,820
$2,775$2,775GRANGE SPRING EVENT
$1,600$1,600HOPS EVENT
$396$396REBATE
$300$300BRICKS FUNDRAISER

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$128TotalRevenueColumnAmt
Related Or Exempt Func Income$128RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,019TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$200,337TotalRevenueColumnAmt
Related Or Exempt Func Income$17,019RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$144,966TotalAmt
Program Services$144,966ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Program Services$2,550ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,060TotalAmt
Program Services$9,060ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,590TotalAmt
Program Services$3,590ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$38,584TotalAmt
Program Services$37,177ProgramServicesAmt
Fundraising$1,407FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$198,750TotalAmt
Program Services$197,343ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$1,407FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$60,159EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,159EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$60,159EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,159EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,159EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,587ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$58,572OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$183,318CurrentTaxYearAmt
Total$183,318TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$183,318CurrentTaxYearAmt
Total$183,318TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$183,318PublicSupportTotal170Amt
Total Support$183,318TotalSupportAmt
Gross Receipts Rltd Activities$17,019GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$30,020NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.
FORM 990, PAGE 2, PART III, LINE 4DTHE MISSION OF THE WINDSOR MUSEUM AND HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF WINDSOR AND THE RUSSIAN RIVER TOWNSHIP THROUGH MUSEM EXHIBITS, HISTORIC SITES, EDUCATIONAL PROGRAMS AND PRINTED MATERIALS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 11GSUBSCRIPTIONS 1,302 0 0 MEETINGS 39 0 0 BANK 60 0 0 DUMP FEES 22 0 0 BUILDING MAINTEINANCE 2,020 0 0 SUPPLIES 33 0 0 SPECIAL EVENT 1,010 0 0 TAXES 146 0 0 INTERNET 127 0 0 TELEPHONE 1,037 0 0 WEBSITE 36 0 0 WWII AIRMEN MEMORIAL 137,812 0 0 BRICKS FUNDRAISER SUPPLIES 188 0 0 0 0 0 GRANGE SPRING EVENT SUPPLIES 668 0 0 0 0 0 HOPS EVENT SUPPLIES 466 0 0 TOTAL 144,966 0 0
FORM 990, PART XI, LINE 958,572