CALEDONIA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA HISTORICAL SOCIETY INC (EIN 01-0746541)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-31
- IRS object ID
- 201801519349200230
- Schema version
- 2017v2.2
- 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 | 2018-05-31T14:01:56-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | NANCY NELSON TREASURER | PersonNm |
| Person Title | NANCY NELSON | PersonTitleTxt |
| Phone | 2628849504 | PhoneNum |
| Signature | 2018-05-28 | 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 | 2018-05-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $31,104 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,042 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $1,250 | MembershipDuesAmt |
| Investment Income | $36 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $385 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $385 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $325 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $10,531 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,347 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $7,509 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $535 | OtherRevenueTotalAmt |
| Total Revenue | $27,757 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $320 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,305 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,621 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,084 | OtherExpensesTotalAmt |
| Total Expenses | $17,330 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,427 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $327,623 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $338,050 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,690 | BOYAmt |
| EOY | $31,988 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,249 | BOYAmt |
| EOY | $301,823 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684 | BOYAmt |
| EOY | $4,239 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,623 | BOYAmt |
| EOY | $338,050 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,623 | BOYAmt |
| EOY | $338,050 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Maintenance of historic buildings including Town Hall, Train Depot, Log Cabin, Museum Building, Caboose, Shed, Ice House, and Smoke House. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $17,330 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,330 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LEROY SCHMIDT | ||
| VICE PRESIDENT | 4.00 | $0 |
| NANCY NELSON | ||
| TREASURER | 7.00 | $0 |
| CHUCK MILES | ||
| PRESIDENT | 10.00 | $0 |
| LYNDA LECHNER | ||
| SECRETARY | 8.00 | $0 |
| RON COUTTS | ||
| DIRECTOR | 2.00 | $0 |
| SHARON PITTSLEY | ||
| DIRECTOR | 2.00 | $0 |
| JERRIE HOWARD | ||
| DIRECTOR | 2.00 | $0 |
| JOSEPH SIMPSON | ||
| DIRECTOR | 2.00 | $0 |
| LINDA GRAEPER | ||
| DIRECTOR | 2.00 | $0 |
| JOHN HARTMANSTORFER | ||
| DIRECTOR | 2.00 | $0 |
| CLARENCE KAPLAN | ||
| DIRECTOR | 2.00 | $0 |
| RON COOKE | ||
| DIRECTOR | 6.00 | $0 |
| TOM HERMES | ||
| 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 |
| 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 |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,292 | CurrentTaxYearAmt |
| Total | $117,568 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,241 | CurrentTaxYearAmt |
| Total | $40,609 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,533 | CurrentTaxYearAmt |
| Total | $158,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $158,177 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $89 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $135 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $89 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36 | CurrentTaxYearAmt |
| Total | $135 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $140 | CurrentTaxYearMinus1YearAmt |
| Total | $140 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99870 | PublicSupportPY509Pct |
| Investment Income CY | 0.00090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Miscellaneous 535. |
| Form 990EZ, Part I, Line 16 | OFFICE SUPPLIES 201. |
| Form 990EZ, Part I, Line 16 | OTHER 162. |
| Form 990EZ, Part I, Line 16 | Depreciation 9547. |
| Form 990EZ, Part I, Line 16 | BUSINESS REGISTRATION FEES 174. |
| Form 990EZ, Part II, Line 24 | FURNITURE AND EQUIPMENT |
| Form 990EZ, Part II, Line 24 | CABOOSE RETURNED TO OWNER |