Nonprofit · EIN 39-1126207
OZAUKEE COUNTY HISTORICAL SOCIETY INC
Tax-exempt (reinstated) · CEDARBURG, WI 53012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $160,867 | $112,420 | $48,447 | $3,912,775 | $37 | $3,912,738 |
| December 31, 2023 | 990 | $152,486 | $97,389 | $55,097 | $3,864,292 | $1 | $3,864,291 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $107,974
- of which government grants
- $45,500
- Program service revenue
- $17,606
- Investment income
- $4,487
- Net rental income
- $16,270
- Net income from fundraising events
- $11,097
- Net income from sales of inventory
- $1,677
- Other revenue
- $30,800
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $16,502
- Salaries, compensation and benefits (total)
- $18,632
- Professional fundraising fees
- $0
- Accounting fees
- $2,987
- Occupancy
- $13,215
- Depreciation
- $16,818
- Program services (functional)
- $96,139
- Management and general (functional)
- $16,281
Balance sheet and other
- Total assets, start of year
- $3,864,292
- Total assets, end of year
- $3,912,775
- Total liabilities, end of year
- $37
- Net assets, end of year
- $3,912,738
- Land, buildings and equipment
- $3,595,219
- Net assets without donor restrictions
- $3,733,071
- Net assets with donor restrictions
- $179,667
- Gross receipts
- $194,754
- Employees
- 7
- Volunteers
- 161
- Year formed
- 1960
- State of legal domicile
- WI
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 |
|---|---|---|---|
| KERI EICHNER | DIRECTOR Trustee or director | 5 | $0 |
| ASHLEY FULLERTON | DIRECTOR Trustee or director | 1 | $0 |
| LINDSEY HARNESS | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD LIERSCH | DIRECTOR Trustee or director | 1 | $0 |
| DAN PAULUS | DIRECTOR Trustee or director | 1 | $0 |
| MARY ANN VELNETSKE | PRESIDENT Trustee or director, Officer | 30 | $0 |
| ALLEN BUCHHOLZ | 1ST VICE PRESIDENT Trustee or director, Officer | 30 | $0 |
| DON BORGWARDT | TREASURER Trustee or director, Officer | 15 | $0 |
| BECKY MILLER | SECRETARY Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN BUCHHOLZ | 1ST VICE PRESIDENT Trustee or director, Officer | 30 | $0 |
| MARY ANN VELNETSKE | PRESIDENT Trustee or director, Officer | 30 | $0 |
| DON BORGWARDT | TREASURER Trustee or director, Officer | 15 | $0 |
| TOM OLIVER | DIRECTOR Trustee or director | 2 | $0 |
| BECKY MILLER | SECRETARY Trustee or director, Officer | 1 | $0 |
| RICHARD LIERSCH | DIRECTOR Trustee or director | 1 | $0 |
| KERI EICHNER | DIRECTOR Trustee or director | 5 | $0 |
| DAN PAULUS | DIRECTOR Trustee or director | 1 | $0 |
| TIFFANY KINDSCHY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 206, CEDARBURG, WI 53012-0206
- In care of
- % JEAN STEINKE
- Principal officer (990 for 2024)
- MARY ANN VELNETSKE, PO BOX 206, CEDARBURG, WI 53012
- Signed the 990
- MARY ANN VELNETSKE, PRESIDENT
- Phone
- (262) 377-4510
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE OZAUKEE COUNTY HISTORICAL SOCIETY SEEKS TO PRESERVE, ADVANCE, DISSEMINATE KNOWLEDGE OF THE HISTORY AND HERITAGE OF OZAUKEE COUNTY THROUGH HISTORIC PRESERVATION, EDUCATION, AND PROGRAMMING.
Program accomplishments
- THE OZAUKEE COUNTY HISTORICAL SOCIETY CONTINUES TO MAINTAIN ITS OFFICE IN THE HISTORIC INTERURBAN DEPOT LOCATED IN CEDARBURG, WI AND CONTINUES TO MAINTAIN ITS OZAUKEE COUNTY PIONEER VILLAGE LOCATION IN SAUKVILLE. OZAUKEE COUNTY PIONEER VILLAGE INCLUDES 24 HISTORIC STRUCTURES THAT DATE BACK TO 1840. THE ORGANIZATION ALSO MAINTAINS STONY HILL SCHOOL IN FREDONIA, A ONE-ROOM SCHOOL FROM THE MID-1800'S THAT IS KNOWN TO BE THE BIRTHPLACE OF OUR NATIONAL FLAG DAY.Expenses $64,919 · revenue $19,283
- THE OZAUKEE COUNTY HISTORICAL SOCIETY INSTALLED NEW HVAC SYSTEMS ON TWO FLOORS OF ITS OFFICES AND ARCHIVES IN CEDARBURG. A GRANT WAS RECEIVED IN THE AMOUNT OF $12,000 FROM THE GREATER CEDARBURG FOUNDATION ALONG WITH OTHER PRIVATE DONATIONS OF WHICH $7,400 WAS COLLECTED IN 2023.Expenses $19,887
- IN 2024, A 35-FOOT ANTIQUE WINDMILL WAS ERECTED AT THE ENTRANCE OF PIONEER VILLAGE WHICH EXEMPLIFIES OUR ROOTS IN FARMING AND RURAL HISTORY. AN ANTIQUE PUMP WAS ALSO INSTALLED ON THE WINDMILL PLATFORM. THE PROJECT WAS COMPLETED BY VOLUNTEERSExpenses $11,333
- THE STONY HILL SCHOOL PLASTER WAS REPAIRED, NEW SHUTTERS WERE MADE, ROTTED FACIA BOARDS WERE REPLACED AND BOTH THE INTERIOR AND EXTERIOR WERE PAINTED. NEW ANTIQUE SCHOOLHOUSE LIGHT FIXTURES WERE DONATED AND INSTALLED.0
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
- 39-1126207
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A99)
- Assets (IRS master file)
- $3,912,775
- Income (IRS master file)
- $194,754
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- October 21, 2013
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $160,867 | $112,420 | $3,912,775 | IRS |
| 990 | December 2023 | $152,486 | $97,389 | $3,864,292 | XML |
| 990 | December 2022 | $133,637 | $80,022 | $3,790,117 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 39-1126207).
Questions about OZAUKEE COUNTY HISTORICAL SOCIETY INC
- What is the EIN of OZAUKEE COUNTY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of OZAUKEE COUNTY HISTORICAL SOCIETY INC is 39-1126207.
- Is OZAUKEE COUNTY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to OZAUKEE COUNTY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OZAUKEE COUNTY 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 OZAUKEE COUNTY HISTORICAL SOCIETY INC 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 OZAUKEE COUNTY HISTORICAL SOCIETY INC 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 OZAUKEE COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 names MARY ANN VELNETSKE.
- Who are the officers and directors of OZAUKEE COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does OZAUKEE COUNTY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $160,867, expenses of $112,420 and total assets of $3,912,775 at year end.
Other nonprofits in CEDARBURG
- CEDARBURG CULTURAL CENTER INC EIN 39-1558200 · last filed 990 for 2025
- WISCONSIN MUSEUM OF QUILTS & FIBER ARTS INC EIN 39-1787705 · last filed 990 for 2024
- CEDARBURG LANDMARK PRESERVATION SOCIETY INC EIN 39-1250307 · last filed 990 for 2026
- CEDARBURG PERFORMING ARTS CENTER INC EIN 39-1754397 · last filed 990 for 2025
- CEDARBURG ART MUSEUM & SOCIETY INC EIN 46-1480670 · last filed 990 for 2025
- CEDARBURG MUSIC FESTIVALS EIN 20-0203539 · last filed 990-EZ for 2025
- CHILDRENS HOME OF HAITI INC EIN 46-4071534 · last filed 990-EZ for 2025
- CIVIL WAR ROUND TABLE OF MILWAUKEE INC EIN 39-1508037 · last filed 990-EZ for 2026
All nonprofits in CEDARBURG · Wisconsin · Arts, culture and humanities