Nonprofit · EIN 36-6121669
BATAVIA HISTORICAL SOCIETY
Tax-exempt · BATAVIA, IL 60510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $78,025 | $59,988 | $18,037 | $976,186 | $0 | $976,186 |
| September 30, 2023 | 990 | $19,352 | $45,265 | -$25,913 | $952,010 | $0 | $952,010 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $55,434
- of which government grants
- $37,170
- Membership dues
- $136
- Program service revenue
- $0
- Investment income
- $22,591
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $38,337
- Management and general (functional)
- $21,651
Balance sheet and other
- Total assets, start of year
- $958,149
- Total assets, end of year
- $976,186
- Total liabilities, end of year
- $0
- Net assets, end of year
- $976,186
- Net assets without donor restrictions
- $740,523
- Net assets with donor restrictions
- $235,663
- Gross receipts
- $78,025
- Employees
- 0
- Year formed
- 1960
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Hoefler | President Trustee or director, Officer | 0 | $0 |
| Walt Donat | Vice President Trustee or director, Officer | 0 | $0 |
| Brian Lawyer | Treasurer Trustee or director, Officer | 0 | $0 |
| John Talbot | Recording Secretary Trustee or director, Officer | 0 | $0 |
| George Sheetz | Historian Trustee or director, Officer | 0 | $0 |
| Polly Ernzen | Director Trustee or director | 0 | $0 |
| Andrew Deitchman | Director Trustee or director | 0 | $0 |
| Jane Doty | Director Trustee or director | 0 | $0 |
| John Hansen | Director Trustee or director | 0 | $0 |
| Sharon Whyte | Director Trustee or director | 0 | $0 |
| Tom Von Lunen | Director Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Deitchman | Director Trustee or director | 0 | $0 |
| Polly Ernzen | Director Trustee or director | 0 | $0 |
| Jane Doty | Director Trustee or director | 0 | $0 |
| Sharon Whyte | Director Trustee or director | 0 | $0 |
| John Hansen | Director Trustee or director | 0 | $0 |
| Walt Donat | Vice President Trustee or director, Officer | 0 | $0 |
| Dan Hoefler | President Trustee or director, Officer | 0 | $0 |
| Brian Lawyer | Treasurer Trustee or director, Officer | 0 | $0 |
| George Sheetz | Historian Trustee or director, Officer | 0 | $0 |
| John Talbot | Recording Secretary Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 14, BATAVIA, IL 60510-0014
- In care of
- % BRIAN LAWYER
- Principal officer (990 for 2024)
- Dan Hoefler, 1408 Newton Avenue, Batavia, IL 60510
- Signed the 990
- BRIAN LAWYER, Treasurer
- Phone
- (630) 406-5646
- Return prepared by
- Halliwell Tax & Business Services
Mission
To preserve local history and artifacts of Batavia, IL.
Program accomplishments
- Held quarterly meetings sharing the history of Batavia, IL with membership and guests. Part III Line 4d - Other program services includes providing information technology to facilitate historical research and archiving of historical documents.Expenses $38,337
- Provided quarterly newsletters to membership telling of the history of Batavia, IL
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 36-6121669
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $976,186
- Income (IRS master file)
- $78,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $78,025 | $59,988 | $976,186 | IRS |
| 990 | September 2023 | $19,352 | $45,265 | $952,010 | XML |
| 990 | September 2022 | $97,757 | $21,890 | $977,923 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 36-6121669).
Questions about BATAVIA HISTORICAL SOCIETY
- What is the EIN of BATAVIA HISTORICAL SOCIETY?
- The employer identification number (EIN) of BATAVIA HISTORICAL SOCIETY is 36-6121669.
- Is BATAVIA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to BATAVIA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BATAVIA 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 BATAVIA HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BATAVIA HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BATAVIA HISTORICAL SOCIETY?
- The 990 for the year ended September 30, 2025 names Dan Hoefler.
- Who are the officers and directors of BATAVIA HISTORICAL SOCIETY?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does BATAVIA HISTORICAL SOCIETY have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $78,025, expenses of $59,988 and total assets of $976,186 at year end.
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