Nonprofit · EIN 38-2636672
CHARLEVOIX HISTORICAL SOCIETY
Tax-exempt · CHARLEVOIX, MI 49720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $261,998 | $188,871 | $73,127 | $753,046 | $0 | $753,046 |
| December 31, 2023 | 990 | $284,561 | $207,368 | $77,193 | $680,261 | $342 | $679,919 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $235,264
- Membership dues
- $59,192
- Program service revenue
- $0
- Investment income
- $4,208
- Net rental income
- $5,350
- Net income from fundraising events
- $10,954
- Net income from sales of inventory
- $6,222
- Other revenue
- $22,526
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $57,445
- Other salaries and wages
- $20,980
- Salaries, compensation and benefits (total)
- $85,058
- Professional fundraising fees
- $0
- Accounting fees
- $1,620
- Occupancy
- $30,611
- Depreciation
- $39,092
- Program services (functional)
- $163,964
- Management and general (functional)
- $16,693
- Fundraising (functional)
- $8,214
Balance sheet and other
- Total assets, start of year
- $680,261
- Total assets, end of year
- $753,046
- Total liabilities, end of year
- $0
- Net assets, end of year
- $753,046
- Land, buildings and equipment
- $489,375
- Publicly traded securities
- $81,643
- Net assets without donor restrictions
- $753,046
- Gross receipts
- $279,556
- Employees
- 7
- Year formed
- 1972
- State of legal domicile
- MI
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trevor Dotson | Co-Director Officer | 40 | $38,217 |
| David Miles | Co-Director Officer | 15 | $19,228 |
| Geoffrey Reynolds | President Trustee or director, Officer | 4 | $0 |
| Tom Darnton | Vice President Trustee or director, Officer | 4 | $0 |
| Jamie McLane | Finance Chair Trustee or director, Officer | 2 | $0 |
| Janet Kohler | Secretary Trustee or director, Officer | 2 | $0 |
| Ken Kranz | Treasurer Trustee or director, Officer | 2 | $0 |
| John Duerr | Director Trustee or director | 1 | $0 |
| Amanda Wilkin | Director Trustee or director | 1 | $0 |
| Ole Lyngklip III | Director Trustee or director | 1 | $0 |
| Susan Tukel | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trevor Dotson | Co-Director Officer | 40 | $37,050 |
| David Miles | Co-Director Officer | 15 | $19,249 |
| Geoffrey Reynolds | President Trustee or director, Officer | 4 | $0 |
| Tom Darnton | Vice President Trustee or director, Officer | 4 | $0 |
| Jamie McLane | Finance Chair Trustee or director, Officer | 2 | $0 |
| Janet Kohler | Secretary Trustee or director, Officer | 2 | $0 |
| Ken Kranz | Treasurer Trustee or director, Officer | 2 | $0 |
| John Duerr | Director Trustee or director | 1 | $0 |
| Amanda Wilkin | Director Trustee or director | 1 | $0 |
| Ole Lyngklip III | Director Trustee or director | 1 | $0 |
| Susan Tukel | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 103 STATE ST, CHARLEVOIX, MI 49720-3304
- Principal officer (990 for 2024)
- Geoffrey Reynolds, PO Box 525, Charlevoix, MI 49720
- Signed the 990
- Geoffrey Reynolds, President
- Phone
- (231) 547-0373
- Website
- http://www.chxhistory.com/
- Return prepared by
- KAMMERMANN & BASCOM PC
Mission
To preserve historical information, restore and maintain historical buildings, and promote historical education.
Program accomplishments
- To preserve historical information, restore and maintain historical buildings, and promote historical education.Expenses $163,964
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 | Not 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
- 38-2636672
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $753,046
- Income (IRS master file)
- $279,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $261,998 | $188,871 | $753,046 | XML |
| 990 | December 2023 | $284,561 | $207,368 | $680,261 | XML |
| 990 | December 2022 | $176,361 | $145,505 | $602,894 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990 | December 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 38-2636672).
Questions about CHARLEVOIX HISTORICAL SOCIETY
- What is the EIN of CHARLEVOIX HISTORICAL SOCIETY?
- The employer identification number (EIN) of CHARLEVOIX HISTORICAL SOCIETY is 38-2636672.
- Is CHARLEVOIX HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CHARLEVOIX HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLEVOIX 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 CHARLEVOIX HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLEVOIX HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARLEVOIX HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names Geoffrey Reynolds.
- Who are the officers and directors of CHARLEVOIX HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $38,217 (Trevor Dotson, Co-Director).
- How much revenue does CHARLEVOIX HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $261,998, expenses of $188,871 and total assets of $753,046 at year end.
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