Nonprofit · EIN 37-1041417
JEFFERSON COUNTY HISTORICAL SOCIETY
Tax-exempt · MOUNT VERNON, IL 62864
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $71,518 | $109,721 | -$38,203 | $535,122 | $1,764 | $533,358 |
| December 31, 2024 | 990 | $69,801 | $116,911 | -$47,110 | $533,972 | $2,022 | $531,950 |
| December 31, 2023 | 990 | $98,553 | $100,190 | -$1,637 | $544,455 | $1,705 | $542,750 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $48,748
- Membership dues
- $8,077
- Program service revenue
- $0
- Investment income
- $0
- Royalties
- $875
- Net income from fundraising events
- $20,424
- Net income from sales of inventory
- $1,471
- Other revenue
- $22,770
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $39,146
- Salaries, compensation and benefits (total)
- $41,865
- Professional fundraising fees
- $0
- Accounting fees
- $290
- Occupancy
- $21,652
- Depreciation
- $18,397
- Program services (functional)
- $6,295
- Management and general (functional)
- $92,583
- Fundraising (functional)
- $10,843
Balance sheet and other
- Total assets, start of year
- $533,972
- Total assets, end of year
- $535,122
- Total liabilities, end of year
- $1,764
- Net assets, end of year
- $533,358
- Land, buildings and equipment
- $279,471
- Publicly traded securities
- $209,950
- Net assets without donor restrictions
- $533,358
- Gross receipts
- $71,518
- Employees
- 6
- Volunteers
- 25
- Year formed
- 1969
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE ASHBROOK | DIRECTOR Trustee or director | 1 | $0 |
| LUCY BAKER | DIRECTOR Trustee or director | 12 | $0 |
| BRIAN BURWELL | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN DRAKE | DIRECTOR Trustee or director | 2 | $0 |
| LORETTA DUNAVAN | TREASURER Trustee or director, Officer | 4 | $0 |
| LINDA DUNCAN | SECRETARY Trustee or director, Officer | 20 | $0 |
| SHARON FRANCOIS | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| DON LEWIS | DIRECTOR Trustee or director | 12 | $0 |
| CANDY LUZAR | PRESIDENT Trustee or director, Officer | 20 | $0 |
| SID MILLINER | DIRECTOR Trustee or director | 1 | $0 |
| TOM NEWTON | DIRECTOR Trustee or director | 3 | $0 |
| BOB PEMBERTON | DIRECTOR Trustee or director | 3 | $0 |
| CAROL RITCHEY | DIRECTOR Trustee or director | 3 | $0 |
| NANCY SODDERS | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE ASHBROOK | DIRECTOR Trustee or director | 1 | $0 |
| LUCY BAKER | DIRECTOR Trustee or director | 10 | $0 |
| LORETTA DUNAVAN | DIRECTOR Trustee or director | 4 | $0 |
| LINDA DUNCAN | SECRETARY Trustee or director, Officer | 16 | $0 |
| SHARON FRANCOIS | VICE-PRESIDE Trustee or director, Officer | 2 | $0 |
| DON LEWIS | DIRECTOR Trustee or director | 9 | $0 |
| CANDY LUZAR | PRESIDENT Trustee or director, Officer | 19 | $0 |
| SID MILNER | DIRECTOR Trustee or director | 1 | $0 |
| TOM NEWTON | DIRECTOR Trustee or director | 3 | $0 |
| BOB PEMBERTON | DIRECTOR Trustee or director | 2 | $0 |
| LARRY PERIMAN | TREASURER Trustee or director, Officer | 2 | $0 |
| CAROL RITCHEY | DIRECTOR Trustee or director | 5 | $0 |
| NANCY SODDERS | DIRECTOR Trustee or director | 2 | $0 |
| MARGE WALLACE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE ASHBROOK | DIRECTOR Trustee or director | 2 | $0 |
| LUCY BAKER | DIRECTOR Trustee or director | 11 | $0 |
| BELINDA CHARLETON | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD CHRIST | DIRECTOR Trustee or director | 4 | $0 |
| LINDA DUNCAN | SECRETARY Trustee or director, Officer | 15 | $0 |
| SHARON FRANCOIS | VICE-PRESIDE Trustee or director, Officer | 3 | $0 |
| CANDY LUZAR | PRESIDENT Trustee or director, Officer | 11 | $0 |
| BOB MIHALL | DIRECTOR Trustee or director | 1 | $0 |
| SID MILNER | DIRECTOR Trustee or director | 1 | $0 |
| TOM NEWTON | DIRECTOR Trustee or director | 2 | $0 |
| BOB PEMBERTON | DIRECTOR Trustee or director | 1 | $0 |
| LARRY PERIMAN | TREASURER Trustee or director, Officer | 8 | $0 |
| CAROL RITCHEY | DIRECTOR Trustee or director | 3 | $0 |
| NANCY SODDERS | DIRECTOR Trustee or director | 4 | $0 |
| MARGE WALLACE | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1411 N 27TH ST, MOUNT VERNON, IL 62864-2782
- Principal officer (990 for 2025)
- LORETTA DUNAVAN, 1411 NORTH 27TH STREET, MOUNT VERNON, IL 62864
- Signed the 990
- LORETTA DUNAVAN, TREASURER
- Phone
- (618) 246-0033
- Website
- JCHSHISTORICALVILLAGE.ORG
- Return prepared by
- HOYT ADVISORS PC
Mission
OUR MISSION IS TO EDUCATE AND STIMULATE INTEREST IN HISTORY IN GENERAL AND IN THE HISTORY OF JEFFERSON COUNTY, ILLINOIS IN PARTICULAR. TO ACCOMPLISH THE MISSION OBJECTIVES, THE SOCIETY ASSISTS IN HISTORICAL RESEARCH, AIDS IN COLLECTING AND PRESERVING ARTIFACTS, MAINTAINS FACILITIES ESTABLISHED FOR PRESERVING PERMANENT FORM AND DISPLAYING THE RESULTS OF SUCH RESEARCH AND COLLECTION, PROVIDES TOURS AND PROGRAMS FOR AREA SCHOOLS, ORGANIZATIONS AND INDIVIDUALS, AND PUBLISHES IN APPROPRIATE MANNER, THOSE MATERIALS THAT WILL FURTHER THESE OBJECTIVES.
Program accomplishments
- THE SOCIETY MAINTAINS AND OPERATES THE JEFFERSON COUNTY IL HISTORICAL VILLAGE AND INTERPRETATIVE MUSEUM. THE MUSEUM AND VILLAGE, WITH ITS BUILDINGS AND CONTENTS, REFLECT LIFE FROM THE BEGINNING OF JEFFERSON COUNTY.Expenses $6,295
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1041417
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $535,122
- Income (IRS master file)
- $71,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $71,518 | $109,721 | $535,122 | IRS |
| 990 | December 2024 | $69,801 | $116,911 | $533,972 | IRS |
| 990 | December 2023 | $98,553 | $100,190 | $544,455 | XML |
| 990 | December 2022 | $69,426 | $107,210 | $521,958 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 37-1041417).
Questions about JEFFERSON COUNTY HISTORICAL SOCIETY
- What is the EIN of JEFFERSON COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of JEFFERSON COUNTY HISTORICAL SOCIETY is 37-1041417.
- Is JEFFERSON COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to JEFFERSON COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON COUNTY 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 JEFFERSON COUNTY HISTORICAL SOCIETY 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 JEFFERSON COUNTY HISTORICAL SOCIETY 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 JEFFERSON COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names LORETTA DUNAVAN.
- Who are the officers and directors of JEFFERSON COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does JEFFERSON COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $71,518, expenses of $109,721 and total assets of $535,122 at year end.
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