2026-06-18T10:19:47-05:00 2025-12-31 363998687 CHERYL ROHLFS & ASSOCIATES LTD 401 HUEHL ROAD SUITE 1E NORTHBROOK IL 60062 990 2025-01-01 237037876 THE WAUKEGAN HISTORICAL SOCIETY INC WAUK 8473361859 1 N SHERIDAN RD WAUKEGAN IL 60085 LORI A NERHEIM BOARD CHAIR 8473361859 2026-06-18 1 CHERYL K ROHLFS CPA P01387972 8477539200 2025 2025-03-06 01:10:19Z LORI A NERHEIM 1 N SHERIDAN RD WAUKEGAN IL 60085 186201 0 X WWW.WAUKEGANHISTORICAL.ORG X 1968 IL THE MISSION OF THE WAUKEGAN HISTORICAL SOCIETY IS TO PRESERVE OUR HISTORY, HONOR OUR STORIES, AND INSPIRE OUR FUTURE. 12 12 0 60 0 0 1362232 164282 998 7868 14548 14051 0 0 1377778 186201 500000 0 0 0 0 0 0 0 45 74201 141096 574201 141096 803577 45105 1137700 1182805 0 0 1137700 1182805 X THE MISSION OF THE WAUKEGAN HISTORICAL SOCIETY IS TO PRESERVE OUR HISTORY, HONOR OUR STORIES AND INSPIRE OUR FUTURE. 0 0 15425 1076 1)MUSEUM, LIBRARY RESEARCH SERVICES AND GIFT SHOP:(A) THE WAUKEGAN HISTORY MUSEUM AT THE CARNEGIE FEATURES NEWLY DESIGNED DYNAMIC WAUKEGAN HISTORY AND NATURAL RESOURCES EXHIBIT AND A SPECIAL RAY BRADBURY EXHIBIT ROOM, AND ALSO CONTAINS AN EXTENSIVE RESEARCH ARCHIVAL LIBRARY OF PHOTOS AND DOCUMENTS ON ALL ASPECTS OF WAUKEGAN'S HISTORY;(B) THE HAINES HOUSE MUSEUM IN BOWEN PARK HOUSES EXHIBITS, PHOTOGRAPHS, AND ARTIFACTS REPRESENTING THE RICH HISTORY OF WAUKEGAN. THE MUSEUMS ARE JOINTLY OPERATED BY THE SOCIETY AND THE WAUKEGAN PARK DISTRICT. 111 950 OUTREACH TO THE COMMUNITY OF WAUKEGAN: THIS OUTREACH INCLUDES: (A) FREE HISTORY PROGRAMS TO SCHOOLS AND OTHER COMMUNITY ORGANIZATIONS; (B) PERIODIC NEWSLETTERS POSTED ONLINE FOR MEMBERS AND FRIENDS; (C) AN ANNUAL HOLIDAY OPEN HOUSE FOR THE PUBLIC; AND (D) AN ANNUAL MEETING FOR MEMBERS TO LEARN ABOUT PROJECTS UNDERWAY AT THE SOCIETY, AND TO VOTE ON ELECTION OF OFFICERS AND NEW BOARD MEMBERS. 1309 5842 SPECIAL EVENTS: EXAMPLES INCLUDE: (A) OAKWOOD CEMETERY WALK, A "LIVING HISTORY" EVENT SHOWCASING THE RICH HISTORY OF WAUKEGAN; (B) WALKING TOURS FOR THE PUBLIC OF OTHER WAUKEGAN AREAS OF INTEREST; (C) SCHOOL OUTREACH WALKING TOURS; (D) TOURS OF HISTORIC WAUKEGAN HOMES. 100982 OTHER PROGRAM EXPENSES 100982 117827 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 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 1 1 1 1 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 DANE MORGAN VICE PRESIDENT 3.00 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 AARON ARNOLD DIRECTOR 3.00 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 SUSAN MUSACCHIO DIRECTOR 3.00 X 0 0 0 THEODORE POTKONJAK DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 11900 152382 164282 PROGRAM REVENUE 990009 7868 7868 7868 14051 14051 186201 7868 0 14051 5827 5827 5668 5668 89555 89555 10985 5245 5740 GIFT SHOP 6964 6964 EXHIBIT EXPENSES 6113 6113 PRINTING AND POSTAGE 4382 4382 WEBSITE AND TECHNOLOGY 3530 3530 8072 5568 2459 45 141096 117827 23224 45 25540 11182 482767 598818 690225 117420 629393 572805 1137700 1182805 0 0 0 0 X 699386 739583 438314 443222 1137700 1182805 1137700 1182805 45105 0 X 0 0 0 X 65628 156781 185040 1362232 164282 1933963 90000 90000 105000 115000 177144 577144 155628 246781 290040 1477232 341426 2511107 866486 1644621 3563 3 3 14548 14051 32168 18 18 2543293 0.64670 0.63230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 690225 117420 572805 572805 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. 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 B, LINE 12C THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. 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.