AMERY AREA HISTORICAL SOCIETY INC: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AMERY AREA HISTORICAL SOCIETY INC (EIN 39-1992184)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202611209349201861
- Schema version
- 2025v4.0
- 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 | 2026-04-30T17:48:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411562398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLSONSV LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 KELLER AVE S | AddressLine1Txt |
| City | AMERY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 540011283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391992184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERY AREA HISTORICAL SOCIETY AND | BusinessNameLine1Txt |
| Business Name Line2 | MUSEUM INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7156071898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 465 | AddressLine1Txt |
| City | AMERY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM MEYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7156071898 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIRK A PRINDLE CPA | PreparerPersonNm |
| PTIN | P00456916 | PTIN |
| Phone | 7159544995 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | WWW.AMERYHISTORY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $62,393 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,849 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $13,433 | ProgramServiceRevenueAmt |
| Investment Income | $111 | InvestmentIncomeAmt |
| Total Revenue | $62,393 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,670 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $3,450 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $15,557 | OtherExpensesTotalAmt |
| Total Expenses | $27,177 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,216 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $143,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,102 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,782 | BOYAmt |
| EOY | $30,312 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,250 | BOYAmt |
| EOY | $142,788 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,503 | BOYAmt |
| EOY | $6,002 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,535 | BOYAmt |
| EOY | $179,102 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,649 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,886 | BOYAmt |
| EOY | $179,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE MISSION OF THE ORGANIZATION SHALL BE THE COLLECTION, PRESERVATION AND DISSEMINATION OF MATERIALS AND INFORMATION RELATING TO THE HISTORY OF AMERY, WISCONSIN AND ITS SURROUNDING AREA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION COLLECTED, PRESERVED, EXHIBITED & DISSEMINATED HISTORICAL MATERIAL THAT HELPED ILLUSTRATE THE HISTORY OF AMERY AREA, WISCONSIN. THE ORGANIZATION HELD MEETINGS AND FORUMS AND PUBLISHED HISTORICAL DOCUMENTS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $20,019 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,019 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JIM MEYER | ||
| PRESIDENT | 1.00 | $0 |
| APRIL ZIEMER | ||
| VICE PRESIDE | 1.00 | $0 |
| DIANNA WISE-HALEY | ||
| SECRETARY/TR | 1.50 | $0 |
| HEATHER WIARDA | ||
| DIRECTOR | 0.50 | $0 |
| PAUL ISACKSON | ||
| DIRECTOR | 0.50 | $0 |
| JIM IVEY | ||
| DIRECTOR | 0.50 | $0 |
| CYNTHIA SHERAR | ||
| DIRECTOR | 0.50 | $0 |
| GARY HALEY | ||
| DIRECTOR | 0.50 | $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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANNA WISE-HALEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 E MAPLE ST | AddressLine1Txt |
| City | AMERY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7156071898 | 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 Minus2 Years | $104,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,849 | CurrentTaxYearAmt |
| Total | $244,194 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $126 | CurrentTaxYearMinus2YearsAmt |
| Total | $126 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $13,433 | CurrentTaxYearAmt |
| Total | $14,133 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $105,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,282 | CurrentTaxYearAmt |
| Total | $258,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $258,453 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $79 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $111 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $79 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $111 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $105,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,393 | CurrentTaxYearAmt |
| Total | $258,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99960 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | GOLF TOURNAMENT & CONCERT COST OF GOODS SOLD 5,897 EXPENSES ADVERTISING 100 OFFICE 431 MEETINGS 330 BUILDING LOAN INTEREST 336 PROPERTY INSURANCE 3,320 MEMORIALS 100 AMERY COMMUNITY CLUB 80 NON-INVESTMENT DEPRECIATION 4,963 TOTAL 15,557 |
| FORM 990-EZ, PART II, LINE 24 | EQUIPMENT 8,360 8,360 LESS ACCUMULATED DEPRECIATION 857 2,358 TOTAL 7,503 6,002 |
| FORM 990-EZ, PART II, LINE 26 | MORTGAGE AND OTHER NOTES PAYABLE 27,649 0 |
| FORM 990-EZ, PART III | THE MISSION OF THE ORGANIZATION SHALL BE THE COLLECTION, PRESERVATION AND DISSEMINATION OF MATERIALS AND INFORMATION RELATING TO THE HISTORY OF AMERY, WISCONSIN AND ITS SURROUNDING AREA. |