Nonprofit · EIN 39-1376661
OCONOMOWOC HISTORICAL SOCIETY INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $156,931 | $89,612 | $67,319 | $898,703 | $2,781 | $895,922 |
| October 31, 2024 | 990 | $102,876 | $70,757 | $32,119 | $809,839 | $2,171 | $807,668 |
| October 31, 2023 | 990 | $65,806 | $63,120 | $2,686 | $711,080 | $0 | $711,080 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $125,638
- Membership dues
- $6,349
- Program service revenue
- $31,267
- Investment income
- $0
- Other revenue
- $26
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $51,686
- Salaries, compensation and benefits (total)
- $55,228
- Professional fundraising fees
- $0
- Occupancy
- $14,389
- Depreciation
- $1,777
- Program services (functional)
- $32,607
- Management and general (functional)
- $57,005
Balance sheet and other
- Total assets, start of year
- $809,839
- Total assets, end of year
- $898,703
- Total liabilities, end of year
- $2,781
- Net assets, end of year
- $895,922
- Land, buildings and equipment
- $46,492
- Publicly traded securities
- $359,769
- Gross receipts
- $156,931
- Employees
- 3
- Volunteers
- 224
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DUFFY | PRESIDENT Officer | – | $0 |
| EDWIN JOHNSON | TREASURER Officer | – | $0 |
| CHARLES LAABS | VICE PRESIDE Officer | – | $0 |
| KATHY STRAUSS | SECRETARY Officer | – | $0 |
990 for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DUFFY | PRESIDENT Officer | 10 | $0 |
| EDWIN JOHNSON | TREASURER Officer | 5 | $0 |
| CHARLES LAABS | VICE PRESIDE Officer | 5 | $0 |
| KATHY STRAUSS | SECRETARY Officer | 5 | $0 |
990 for the year ended October 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DUFFY | PRESIDENT Officer | 10 | $0 |
| ED JOHNSON | TREASURER Officer | 5 | $0 |
| CHARLES LAABS | VICE PRESIDE Officer | 5 | $0 |
| KATHY STRAUSS | SECRETARY Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 103 W JEFFERSON ST, OCONOMOWOC, WI 53066-3633
- Principal officer (990 for 2024)
- ROBERT DUFFY, 174 E WISCONSIN AVENUE, OCONOMOWOC, WI 53066
- Signed the 990
- ROBERT DUFFY, PRESIDENT
- Phone
- (262) 569-0740
- Return prepared by
- ANDALORO SMITH & KRUEGER LLP
Mission
OPERATE A HISTORICAL MUSEUM AND CATALOGUE AND PRESERVE HISTORICAL ARTIFACTS
Program accomplishments
- OPERATED A HISTORICAL MUSEUM FOR THE PRESERVATION AND EXHIBITION OF HISTORICAL ARTIFACTS
- OPERATED A HISTORICAL MUSEUM FOR THE PRESERVATION AND EXHIBITION OF HISTORICAL ARTIFACTSExpenses $32,607
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 39-1376661
- 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
- 1983
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $898,703
- Income (IRS master file)
- $156,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $156,931 | $89,612 | $898,703 | XML |
| 990 | October 2024 | $102,876 | $70,757 | $809,839 | XML |
| 990 | October 2023 | $65,806 | $63,120 | $711,080 | XML |
| 990 | October 2022 | $64,505 | $86,262 | $688,157 | IRS |
| 990 | October 2021 | – | – | – | 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 39-1376661).
Questions about OCONOMOWOC HISTORICAL SOCIETY INC
- What is the EIN of OCONOMOWOC HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of OCONOMOWOC HISTORICAL SOCIETY INC is 39-1376661.
- Is OCONOMOWOC HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to OCONOMOWOC HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OCONOMOWOC 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 OCONOMOWOC HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCONOMOWOC HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of OCONOMOWOC HISTORICAL SOCIETY INC?
- The 990 for the year ended October 31, 2025 names ROBERT DUFFY.
- Who are the officers and directors of OCONOMOWOC HISTORICAL SOCIETY INC?
- The 990 for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OCONOMOWOC HISTORICAL SOCIETY INC have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $156,931, expenses of $89,612 and total assets of $898,703 at year end.
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