2025-08-21T12:17:56-05:00 2024-12-31 363998687 CHERYL ROHLFS & ASSOCIATES LTD 401 HUEHL ROAD SUITE 1E NORTHBROOK IL 60062 990 2024-01-01 237037876 THE WAUKEGAN HISTORICAL SOCIETY INC WAUK 8473361859 1 N SHERIDAN RD WAUKEGAN IL 60085 LORI A NERHEIM BOARD CHAIR 8473361859 2025-08-21 1 0 CHERYL K ROHLFS CPA P01387972 8477539200 2024 2025-03-06 01:10:19Z X X LORI A NERHEIM 1 N SHERIDAN RD WAUKEGAN IL 60085 1377778 0 X WWW.WAUKEGANHISTORICAL.ORG X 1968 IL TO PROMOTE AND PRESERVE THE LONG AND VARIED HISTORY OF THE CITY OF WAUKEGAN, ILLINOIS. THE SOCIETY IS AN ALL VOLUNTEER ORGANIZATION. 12 12 0 17 0 0 181419 1362232 6250 998 3 14548 2565 0 190237 1377778 0 500000 0 0 0 0 0 0 0 80758 74201 80758 574201 109479 803577 179211 1137700 0 0 179211 1137700 X THE WAUKEGAN HISTORICAL SOCIETY MISSION IS TO PROMOTE AND PRESERVE THE LONG AND VARIED HISTORY OF THE CITY OF WAUKEGAN, ILLINOIS. THE SOCIETY IS AN ALL-VOLUNTEER ORGANIZATION. 0 0 517114 500000 130 MUSEUM AND LIBRARY RESEARCH SERVICES - THE HAINES HOUSE MUSEUM IN BOWEN PARK IS JOINTLY OPERATED BY THE SOCIETY AND THE WAUKEGAN PARK DISTRICT, AND LOCATED IN ONE OF THE OLDEST SURVIVING BUILDINGS IN LAKE COUNTY, IL. IT HOUSES EXHIBITS, PHOTOGRAPHS, AND ARTIFACTS REPRESENTING THE RICH HISTORY OF WAUKEGAN. IN 2024, THERE WERE 774 MUSEUM VISITORS AND 10 MUSEUM TOURS WITH 140 PARTICIPANTS. IN ADDITION, THE MUSEUM OFFERS A MOBILE COMPANION APP WHICH PROVIDES SELF-GUIDED TOURS OF DIFFERENT AREAS OF WAUKEGAN. THE APP HAD 341 USERS AND 2800 VIEWS IN 2024. THE JOHN L. RAYMOND RESEARCH LIBRARY HOUSES THE SOCIETY'S EXTENSIVE RESEARCH ARCHIVE OF PHOTOS AND DOCUMENTS ON ALL ASPECTS OF WAUKEGAN'S HISTORY. IN 2025, THE MUSEUM OPERATIONS WILL BE EXPANDED TO THE WAUKEGAN HISTORY MUSEUM AT THE CARNEGIE LOCATED DOWNTOWN OVERLOOKING THE LAKEFRONT (UNDER RESTORATION DURING 2024), WITH NEWLY DESIGNED DYNAMIC HISTORY AND NATURAL RESOURCES EXHIBITS, DEDICATED SPACE FOR A NEW RESEARCH ARCHIVAL LIBRARY, CLASSROOM SPACE, FLEXIBLE SPECIAL EVENTS SPACE AND ENVIRONMENTALLY CONTROLLED STORAGE FOR COLLECTIONS. THE FOCUS DURING 2024 HAS BEEN ON CREATING AND INSTALLING THE NEW PERMANENT EXHIBIT TITLED "THE WAUKEGAN CHRONICLES" SPANNING 12000 YEARS OF NATURAL AND HUMAN HISTORY, CONSERVING AND CURATING THE RAY BRADBURY COLLECTION OF MORE THAN 4000 BOOKS AND ARTIFACTS, AND MOVING AND SETTING UP THE ENTIRE RESEARCH ARCHIVE AND COLLECTION IN THE NEW MUSEUM. 128 700 OUTREACH TO THE COMMUNITY OF WAUKEGAN - A)SCHOOL HISTORY OUTREACH-FREE HISTORY PROGRAMS ARE PROVIDED FROM THE SOCIETY TO SCHOOLS AND OTHER COMMUNITY ORGANIZATIONS. THESE PROGRAMS COVER A WIDE RANGE OF TOPICS SUCH AS "NATIVE AMERICAN HISTORY IN WAUKEGAN", "INFLUENTIAL WOMEN OF WAUKEGAN'S PAST", "RAY BRADBURY: WAUKEGAN'S INFLUENCE ON A VISIONARY". IN 2024, THERE WERE 10 PROGRAMS RUN WITH 385 PARTICIPANTS. B) NEWSLETTER-THE SOCIETY PUBLISHES A QUARTERLY NEWSLETTER FOR ITS MEMBERS AND FRIENDS TO KEEP THEM UP TO DATE ON THE LATEST NEWS, PROGRAMS, AND EVENTS OF THE SOCIETY, AS WELL AS FEATURES AND INTERESTING STORIES ON LOCAL HISTORY. IT IS SENT TO OVER 300 PEOPLE. C) ANNUAL HOLIDAY OPEN HOUSE: THE PUBLIC IS INVITED TO ATTEND THIS EVENT AT THE MUSEUM TO EXPERIENCE THE HOLIDAY SPIRIT OF THE LATE 1800'S, TOUR THE DECORATED HISTORICAL HOME, AND JOIN THE BOARD OF DIRECTORS TO CELBRATE THE SEASON. D) ANNUAL MEETING-MEMBERS ARE INVITED TO AN ANNUAL MEETING TO LEARN ABOUT PROJECTS UNDERWAY BY THE SOCIETY, AND TO VOTE ON ELECTION OF OFFICERS AND NEW BOARD MEMBERS. THE 2024 MEETING WAS DELAYED UNTIL 2025 WHEN THE NEW CARNEGIE FACILITY WAS AVAILABLE. THERE WERE APPROXIMATELY 225 MEMBERS AT THE END OF 2024. 168 SPECIAL EVENTS (WALKS, TOURS) -THESE WERE MOSTLY PAUSED DURING 2024 AS THE CARNEGIE MUSEUM RESTORATION WORK WAS UNDERWAY. EXAMPLES OF TYPICAL SPECIAL EVENTS INCLUDE: A) OAKWOOD CEMETERY WALK: THE OAKWOOD CEMETERY WALK IS A "LIVING HISTORY" EVENT SHOWCASING THE RICH HISTORY OF WAUKEGAN, FEATURING COSTUMED ACTORS PORTRAYING LOCAL HISTORIC FIGURES WITH CONNECTION TO THE CEMETERY AND WAUKEGAN. THE THEME FOR THE LAST WALK IN 2023 WAS "GET WAUKEGAN OUT OF THE MUD", INSPIRED BY THE INITIATIVE OF THE SAME NAME IN THE 1920'S TO PAVE AND IMPROVE WAUKEGAN STREETS. IT PROVIDED THE OPPORTUNITY TO SHARE MANY OF THE STORIES OF PEOPLE WHO HELPED SHAPE THE GROWTH OF WAUKEGAN WITH BOTH COMMON AND UNCOMMON JOBS. THIS WALK WILL BE HELD IN 2025. B) WALKING TOURS FOR THE PUBLIC OF OTHER WAUKEGAN AREAS OF INTEREST. C) SCHOOL OUTREACH WALKING TOURS (ONE WAS HELD IN 2024 FOR 70 PARTICIPANTS). D) TOURS OF HISTORIC WAUKEGAN HOMES (OVER 300 VISITORS ATTENDED A HOLIDAY HOME TOUR IN LATE 2023 AND THE NEXT EVENT WILL BE HELD IN 2025). 37305 14548 OTHER PROGRAM EXPENSES 37305 14548 554547 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 IL X MONICA BURMEISTER 8473361859 1 N SHERIDAN RD WAUKEGAN IL 60085 X LORI NERHEIM PRESIDENT 10.00 X X 0 0 0 JOSHUA BILL IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 CHRIS LANNING VICE PRESIDENT 2.00 X X 0 0 0 MONICA BURMEISTER TREASURER 7.00 X X 0 0 0 JULIO ARGUETA SECRETARY 2.00 X X 0 0 0 HARRY CAME DIRECTOR 2.00 X 0 0 0 KAREN CARLSON DIRECTOR 2.00 X 0 0 0 PATRICK COSGROVE DIRECTOR 7.00 X 0 0 0 DIANA DRETSKE DIRECTOR 5.00 X 0 0 0 VICKI MATTSON DIRECTOR 2.00 X 0 0 0 MAGGIE MORALES DIRECTOR 3.00 X 0 0 0 DANE MORGAN DIRECTOR 3.00 X 0 0 0 0 0 0 0 0 0 0 0 4380 500000 857852 1362232 PROGRAM REVENUE 990009 998 998 998 14548 14548 1377778 15546 0 0 500000 500000 1295 1295 27865 27865 11375 5004 6371 EXHIBIT EXPENSES 15445 15445 WEBSITE AND TECHNOLOGY 10815 10815 PRINTING AND POSTAGE 2636 2636 MAINTENANCE SERVICES 1800 1800 2970 1797 1173 574201 554547 19654 0 179211 25540 482767 657258 27865 0 629393 179211 1137700 0 0 0 0 X 39004 699386 140207 438314 179211 1137700 179211 1137700 X 803577 154912 X X 0 1 X 1 0 X 24962 65628 156781 185040 1362232 1794643 70000 90000 90000 105000 115000 470000 94962 155628 246781 290040 1477232 2264643 816770 1447873 6972 3563 3 3 14548 25089 18 18 2289750 0.63230 0.75680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 42500 0 0 X X 0 657258 27865 629393 629393 1492778 115000 115000 1377778 0 1377778 689201 115000 115000 574201 0 574201 FORM 990, SCHEDULE D, PAGE 4, PART XIII THE ORGANIZATION RECEIVED EXTENSIVE COLLECTION ITEMS RELATING TO AUTHOR RAY BRADBURY, AND WAUKEGAN'S HISTORY THAT ARE ON PERMANENT DISPLAY. THESE COLLECTIONS WERE DONATED AND NOT RECORDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION ALSO PURCHASED SOME COLLECTIONS ITEMS WHICH ARE RECORDED IN THE FINANCIAL STATEMENTS. 1 WAUKEGAN PARK DISTRICT 1324 GOLF RD WAUKEGAN IL 60087 366006138 500000 0 FMV BUILDING IMPROVEMENT FORM 990, PART VI, SECTION A, LINE 6 WAUKEGAN HISTORICAL SOCIETY HAS MEMBERS THAT ANNUALLY VOTE TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A WAUKEGAN HISTORICAL SOCIETY HAS MEMBERS THAT ELECT THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE OFFICERS OF THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR INSPECTION UPON REQUEST AT THE OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH REQUEST AT ITS OFFICE. FORM 990, PART XI, LINE 9: CAPITALIZATION OF PRIOR YEAR PROPERTY AND EQUIPMENT 154,912. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.