Nonprofit · EIN 31-6067846
MIDDLETOWN HISTORICAL SOCIETY
Tax-exempt · MIDDLETOWN, OH 45042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $66,095 | $45,529 | $20,566 | $355,161 | $0 | $355,161 |
| June 30, 2024 | 990 | $36,755 | $41,351 | -$4,596 | $343,130 | $0 | $343,130 |
| June 30, 2023 | 990 | $31,515 | $41,905 | -$10,390 | $340,547 | $0 | $340,547 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,001
- Membership dues
- $120
- Program service revenue
- $0
- Investment income
- $31,315
- Net rental income
- -$1,820
- Net gain from sales of assets
- $26,703
- Net income from fundraising events
- $5,229
- Net income from sales of inventory
- $7,370
- Other revenue
- $10,779
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $9,068
- Depreciation
- $4,999
- Program services (functional)
- $40,549
- Management and general (functional)
- $4,980
Balance sheet and other
- Total assets, start of year
- $343,130
- Total assets, end of year
- $355,161
- Total liabilities, end of year
- $0
- Net assets, end of year
- $355,161
- Land, buildings and equipment
- $144,351
- Net assets without donor restrictions
- $355,161
- Gross receipts
- $76,616
- Employees
- 0
- Year formed
- 1967
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sam Salmon | TrusteePast President Trustee or director | 2 | $0 |
| Rick Lawson | Vice President Trustee or director, Officer | 2 | $0 |
| Cathy McMonigle | Treasurer Trustee or director, Officer | 2 | $0 |
| Timothy Carberyy | Trustee Trustee or director | 2 | $0 |
| Deb Morrison-Snider | Secretary Trustee or director, Officer | 2 | $0 |
| Jeffrey Diver | TrusteePast President Trustee or director | 2 | $0 |
| Kayla Hocz | Trustee Trustee or director | 2 | $0 |
| Nicki Linville | Trustee Trustee or director | 2 | $0 |
| Andy Wendt | President Trustee or director, Officer | 4 | $0 |
| Jim Stabler | Trustee Trustee or director | 2 | $0 |
| Sam Ashworth | Trustee Trustee or director | 2 | $0 |
| Ova Wireman | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kayla Hocz | Trustee Trustee or director | 2 | $0 |
| Jeffrey Diver | TrusteePast President Trustee or director | 2 | $0 |
| Nicki Linville | Trustee Trustee or director | 2 | $0 |
| Sam Ashworth | Trustee Trustee or director | 2 | $0 |
| Jim Stabler | Trustee Trustee or director | 2 | $0 |
| Deb Morrison-Snider | Secretary Trustee or director | 2 | $0 |
| Rick Lawson | Vice President Trustee or director, Officer | 5 | $0 |
| Sam Salmon | TrusteePast President Trustee or director, Officer | 5 | $0 |
| Andy Wendt | President Trustee or director, Officer | 2 | $0 |
| Timothy Carberyy | Trustee Trustee or director, Officer | 5 | $0 |
| Cathy McMonigle | Treasurer Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy Carberry | Trustee Trustee or director | 2 | $0 |
| Jeffrey Diver | Trustee Trustee or director | 2 | $0 |
| Nicki Linville | Trustee Trustee or director | 2 | $0 |
| Sam Ashworth | Trustee Trustee or director | 2 | $0 |
| Kayla Hocz | Trustee Trustee or director | 2 | $0 |
| Sam Salmon | Trustee Trustee or director | 2 | $0 |
| Deb Morrison-Snider | Trustee Trustee or director | 2 | $0 |
| Rick Lawson | Vice President Trustee or director, Officer | 5 | $0 |
| Andy Wendt | President Trustee or director, Officer | 5 | $0 |
| Cam Petrocy-Hammond | Secretary Trustee or director, Officer | 5 | $0 |
| Brenda Howard | Treasurer Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 312, MIDDLETOWN, OH 45042-0312
- In care of
- % ANDY WENDT
- Principal officer (990 for 2024)
- Andy Wendt, PO Box 312, Middletown, OH 450420312
- Signed the 990
- ANDY WENDT, President
- Phone
- (513) 424-5539
- Return prepared by
- David Reed CPA
Mission
TO PROVIDE A REPOSITORY FOR HISTORICAL ARTIFACTS FOR MIDDLETOWN, OHIO AND TO MAKE THESE AVAILABLE FOR THE MEMBERSHIP AND THE GENERAL PUBLIC
Program accomplishments
- MAINTAINING AND OPERATING MUSEUMS IN MIDDLETOWN, OHIO WITH DISPLAYS AND EXHIBITS. OPEN 2 DAYS PER WEEK WITH ESTIMATED 500 VISITORS. ARCHIVING PHOTOS AND MISCELLANEOUS ARTIFACTS FOR DISPLAY, STORAGE AND EDUCATIONAL PURPOSESExpenses $40,549
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6067846
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $355,161
- Income (IRS master file)
- $76,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $66,095 | $45,529 | $355,161 | IRS |
| 990 | June 2024 | $36,755 | $41,351 | $343,130 | IRS |
| 990 | June 2023 | $31,515 | $41,905 | $340,547 | XML |
| 990 | June 2022 | $34,423 | $35,579 | $344,212 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 31-6067846).
Questions about MIDDLETOWN HISTORICAL SOCIETY
- What is the EIN of MIDDLETOWN HISTORICAL SOCIETY?
- The employer identification number (EIN) of MIDDLETOWN HISTORICAL SOCIETY is 31-6067846.
- Is MIDDLETOWN HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to MIDDLETOWN HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLETOWN HISTORICAL SOCIETY 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 MIDDLETOWN HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDDLETOWN HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MIDDLETOWN HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names Andy Wendt.
- Who are the officers and directors of MIDDLETOWN HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MIDDLETOWN HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $66,095, expenses of $45,529 and total assets of $355,161 at year end.
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- HOSPICE CARE OF MIDDLETOWN INC EIN 74-3131974 · last filed 990 for 2024
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