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Nonprofit · EIN 23-7037876

WAUKEGAN HISTORICAL SOCIETY INC

Tax-exempt · WAUKEGAN, IL 60085

Financials

$190K$81K2023$1.4M$574K2024$186K$141K2025
Revenue Expenses · by fiscal year end
Financials of WAUKEGAN HISTORICAL SOCIETY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$186,201$141,096$45,105$1,182,805$0$1,182,805
December 31, 2024990$1,377,778$574,201$803,577$1,137,700$0$1,137,700
December 31, 2023990-EZ$190,237$80,758$109,479$179,211$0$179,211
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$164,282
Membership dues
$11,900
Program service revenue
$7,868
Investment income
$14,051
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Depreciation
$89,555
Program services (functional)
$117,827
Management and general (functional)
$23,224
Fundraising (functional)
$45

Balance sheet and other

Total assets, start of year
$1,137,700
Total assets, end of year
$1,182,805
Total liabilities, end of year
$0
Net assets, end of year
$1,182,805
Land, buildings and equipment
$572,805
Net assets without donor restrictions
$739,583
Net assets with donor restrictions
$443,222
Gross receipts
$186,201
Employees
0
Volunteers
60
Year formed
1968
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LORI NERHEIMPRESIDENT
Trustee or director, Officer
10$0
DANE MORGANVICE PRESIDENT
Trustee or director, Officer
3$0
MONICA BURMEISTERTREASURER
Trustee or director, Officer
7$0
JULIO ARGUETASECRETARY
Trustee or director, Officer
2$0
AARON ARNOLDDIRECTOR
Trustee or director
3$0
KAREN CARLSONDIRECTOR
Trustee or director
2$0
PATRICK COSGROVEDIRECTOR
Trustee or director
7$0
DIANA DRETSKEDIRECTOR
Trustee or director
5$0
VICKI MATTSONDIRECTOR
Trustee or director
2$0
MAGGIE MORALESDIRECTOR
Trustee or director
3$0
SUSAN MUSACCHIODIRECTOR
Trustee or director
3$0
THEODORE POTKONJAKDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensation
LORI NERHEIMPRESIDENT
Trustee or director, Officer
10$0
JOSHUA BILLIMMEDIATE PAST PRESIDENT
Trustee or director
2$0
CHRIS LANNINGVICE PRESIDENT
Trustee or director, Officer
2$0
MONICA BURMEISTERTREASURER
Trustee or director, Officer
7$0
JULIO ARGUETASECRETARY
Trustee or director, Officer
2$0
HARRY CAMEDIRECTOR
Trustee or director
2$0
KAREN CARLSONDIRECTOR
Trustee or director
2$0
PATRICK COSGROVEDIRECTOR
Trustee or director
7$0
DIANA DRETSKEDIRECTOR
Trustee or director
5$0
VICKI MATTSONDIRECTOR
Trustee or director
2$0
MAGGIE MORALESDIRECTOR
Trustee or director
3$0
DANE MORGANDIRECTOR
Trustee or director
3$0
990-EZ for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
LORI NERHEIMPRESIDENT8$0
JOSH BILLIMMEDIATE PAST PRESIDENT2$0
CHRIS LANNINGVICE PRESIDENT4$0
JULIO ARGUETASECRETARY2$0
MONICA BURMEISTERTREASURER3$0
HARRY CAMEDIRECTOR2$0
PATRICK COSGROVEDIRECTOR3$0
DIANA DRETSKEDIRECTOR10$0
VICKI MATTSONDIRECTOR2$0
SANDY POKETTDIRECTOR1$0
MARYFRAN TROHADIRECTOR1$0
KAREN CARLSONDIRECTOR1$0
DANE MORGANDIRECTOR2$0

Address and contacts

Address (IRS master file)
1 N SHERIDAN RD, WAUKEGAN, IL 60085-0000
Mailing address (990-N for 2021)
1917 North Sheridan Road, Waukegan IL 60087
Principal officer (990 for 2025)
LORI A NERHEIM, 1 N SHERIDAN RD, WAUKEGAN, IL 60085
Principal officer (990-N for 2021)
Joshua Bill, 917 Vose Drive, Gurnee IL 60031
Signed the 990
LORI A NERHEIM, BOARD CHAIR
Phone
(847) 336-1859
Return prepared by
CHERYL ROHLFS & ASSOCIATES LTD

Mission

THE MISSION OF THE WAUKEGAN HISTORICAL SOCIETY IS TO PRESERVE OUR HISTORY, HONOR OUR STORIES AND INSPIRE OUR FUTURE.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $15,425 · revenue $1,076
  • 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.
    Expenses $111 · revenue $950
  • 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.
    Expenses $1,309 · revenue $5,842
  • OTHER PROGRAM EXPENSES
    Expenses $100,982

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
23-7037876
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1969
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,182,805
Income (IRS master file)
$186,201

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$186,201$141,096$1,182,805XML
990December 2024$1,377,778$574,201$1,137,700XML
990-EZDecember 2023$190,237$80,758$179,211XML
990-EZDecember 2022–––IRS
990-N for 2021
Officer: Joshua Bill
December 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Joshua Bill
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Joshua Bill
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7037876).

Questions about WAUKEGAN HISTORICAL SOCIETY INC

What is the EIN of WAUKEGAN HISTORICAL SOCIETY INC?
The employer identification number (EIN) of WAUKEGAN HISTORICAL SOCIETY INC is 23-7037876.
Is WAUKEGAN HISTORICAL SOCIETY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to WAUKEGAN HISTORICAL SOCIETY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WAUKEGAN HISTORICAL SOCIETY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WAUKEGAN HISTORICAL SOCIETY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WAUKEGAN HISTORICAL SOCIETY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WAUKEGAN HISTORICAL SOCIETY INC?
The 990 for the year ended December 31, 2025 names LORI A NERHEIM.
Who are the officers and directors of WAUKEGAN HISTORICAL SOCIETY INC?
The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does WAUKEGAN HISTORICAL SOCIETY INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $186,201, expenses of $141,096 and total assets of $1,182,805 at year end.

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