CALEDONIA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALEDONIA HISTORICAL SOCIETY INC (EIN 01-0746541)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201442169349200219
- Schema version
- 2013v3.1
- 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 | 2014-08-04T09:02:11-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fogarty and Associates LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6015 DURAND AVE STE 600 | AddressLine1 |
| City | RACINE | City |
| State | WI | State |
| ZIP Code | 53406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 6922 NICHOLSON ROAD | AddressLine1 |
| City | CALEDONIA | City |
| State | WI | State |
| ZIP Code | 53108 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY NELSON TREASURER | PersonNm |
| Person Title | NANCY NELSON | PersonTitleTxt |
| Phone | 2628849504 | PhoneNum |
| Signature | 2014-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W PATRICK FOGARTYCPA | PreparerPersonNm |
| Phone | 2625988776 | PhoneNum |
| Preparation | 2014-08-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | $18,664 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $10,446 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $25 | ProgramServiceRevenueAmt |
| Membership Dues | $2,480 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $4,922 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $937 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $3,985 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $791 | OtherRevenueTotalAmt |
| Total Revenue | $17,727 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,695 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,021 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $525 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $9,042 | OtherExpensesTotalAmt |
| Total Expenses | $18,283 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$556 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $193,434 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $92,680 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $285,558 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,033 | BOYAmt |
| EOY | $21,952 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,401 | BOYAmt |
| EOY | $257,612 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $5,994 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,434 | BOYAmt |
| EOY | $285,558 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,434 | BOYAmt |
| EOY | $285,558 | 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 corporation may operate museums, research centers or historical sites on its own or in cooperation with an organization, agency or municipality. It shall promote history as prescribed in its bylaws and through membership in local history groups. | 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, AND MUSEUM BUILDING. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $18,283 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,283 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MIKE MICHNA | ||
| PRESIDENT | 4.00 | $0 |
| LEROY SCHMIDT | ||
| VICE-PRESIDENT | 8.00 | $0 |
| BARBARA MYERS | ||
| TREASURER | 7.00 | $0 |
| JUDY GEMMELL | ||
| SECRETARY | 4.00 | $0 |
| ROYCE MYERS | ||
| DIRECTOR | 2.00 | $0 |
| RUSS GEMMELL | ||
| DIRECTOR | 2.00 | $0 |
| JESSICA MICHNA | ||
| DIRECTOR | 2.00 | $0 |
| JESS LAST | ||
| DIRECTOR | 2.00 | $0 |
| KATHY AIELLO | ||
| DIRECTOR | 2.00 | $0 |
| RON FOX | ||
| DIRECTOR | 2.00 | $0 |
| JOHN HARTMANSTORFER | ||
| DIRECTOR | 2.00 | $0 |
| JERRIE HOWARD | ||
| DIRECTOR | 2.00 | $0 |
| CAROL HEILAND | ||
| 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 | 6922 NICHOLSON ROAD | AddressLine1 |
| City | CALEDONIA | City |
| State | WI | State |
| ZIP Code | 531089667 | ZIPCode |
| 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 |
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 | $27,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,926 | CurrentTaxYearAmt |
| Total | $251,025 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $25 | CurrentTaxYearAmt |
| Total | $25 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,951 | CurrentTaxYearAmt |
| Total | $251,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $251,050 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,050 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | MISCELLANEOUS 791. |
| Form 990EZ, Part I, Line 16 | PROMOTION EXPENSES 1344. DEPRECIATION 7698. |
| Form 990EZ, Part I, Line 20 | SEE ATTACHED SCHEDULE 92680. |
| Form 990EZ, Part II, Line 24 | FURNITURE AND EQUIPMENT 0. 5994. CABOOSE RETURNED TO OWNER 60000. 0. |