CALEDONIA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA HISTORICAL SOCIETY INC (EIN 01-0746541)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201933129349201378
- Schema version
- 2018v3.1
- 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 | 2019-11-08T09:59:27-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD L WOELFEL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6011 DURAND AVE SUITE 500 | AddressLine1Txt |
| City | RACINE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 |
| Phone | 2628849504 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W PATRICK FOGARTY CPA | PreparerPersonNm |
| PTIN | P00033628 | PTIN |
| Phone | 2625988776 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.86.125.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 09:59:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 276FFC52796B4CE8A158E49D029FB2F050EE76D1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 276FFC52796B4CE8A158E49D029FB2F050EE76D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | 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 | $29,806 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,187 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,370 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $8,868 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $1,289 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $7,579 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $920 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $4,461 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,278 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $4,103 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $27,239 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,480 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,987 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,430 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $12,451 | OtherExpensesTotalAmt |
| Total Expenses | $19,348 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,891 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $338,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $345,941 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,988 | BOYAmt |
| EOY | $40,432 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,823 | BOYAmt |
| EOY | $301,719 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,239 | BOYAmt |
| EOY | $3,790 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,050 | BOYAmt |
| EOY | $345,941 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,050 | BOYAmt |
| EOY | $345,941 | 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. The | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Maintenance of historic buildings including Town Hall,Train Depot, Log Cabin, Museum Building, Caboose,Shed, Ice House, and Smoke House. | $0 | $19,348 |
| 3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,348 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| NANCY NELSON | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHUCK MILES | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| LYNDA LECHNER | ||||
| SECRETARY | 8.00 | $0 | $0 | $0 |
| RON COUTTS | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHARON PITTSLEY | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JERRIE HOWARD | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPH SIMPSON | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN HARTMANSTORFER | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| CLARENCE KAPLAN | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| RON COOKE | ||||
| DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHIRLEY FELLION | ||||
| VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| ELVEDA MORRILL | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| GARY RANDALL | ||||
| DIRECTOR | 2.00 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY NELSON TREASURER | 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 | 2628849504 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,187 | CurrentTaxYearAmt |
| Total | $117,829 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,241 | CurrentTaxYearAmt |
| Total | $54,825 | 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 |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,533 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,428 | CurrentTaxYearAmt |
| Total | $172,654 | 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 | $172,654 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $89 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36 | CurrentTaxYearMinus1YearAmt |
| Total | $135 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $89 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36 | CurrentTaxYearMinus1YearAmt |
| Total | $135 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,370 | CurrentTaxYearAmt |
| Total | $2,510 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,299 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99830 | PublicSupportPY509Pct |
| Investment Income CY | 0.00080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00090 | 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 | Pt III Ln 12 | FormAndLineReferenceDesc |
| Explanation | Other Income Part III, Line 12 Description: OTHER 2016: 140. Description: MEMBERSHIPS 2018: 2370. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Miscellaneous |
| Form 990EZ, Part I, Line 16 | INSURANCE 877. |
| Form 990EZ, Part I, Line 16 | SUPPLIES 80. |
| Form 990EZ, Part I, Line 16 | BUSINESS REGISTRATION FEES 25. |
| Form 990EZ, Part I, Line 16 | Depreciation 9852. |
| Form 990EZ, Part I, Line 16 | OTHER 1617. |
| Form 990EZ, Part II, Line 24 | FURNITURE AND EQUIPMENT |
| Form 990EZ, Part II, Line 24 | CABOOSE RETURNED TO OWNER |