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Nonprofit · EIN 42-1023903

BENTON COUNTY HISTORICAL SOCIETY

Tax-exempt · VINTON, IA 52349

Financials

$430K$42K2023$50K$42K2024
Revenue Expenses · by fiscal year end
Financials of BENTON COUNTY HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$49,804$41,972$7,832$780,681$0$780,681
December 31, 2023990$429,812$42,106$387,706$772,849$0$772,849
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,542
of which government grants
$4,000
Membership dues
$30
Program service revenue
$12,015
Investment income
$26,247
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$500
Occupancy
$19,602
Program services (functional)
$39,756
Management and general (functional)
$2,216

Balance sheet and other

Total assets, start of year
$772,849
Total assets, end of year
$780,681
Total liabilities, end of year
$0
Net assets, end of year
$780,681
Land, buildings and equipment
$293,500
Publicly traded securities
$474,909
Net assets without donor restrictions
$780,681
Gross receipts
$49,804
Employees
0
Volunteers
15
Year formed
1971
State of legal domicile
IA

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.

NameTitleHours / weekCompensation
ANDREW ELWICKDirector
Trustee or director
2$0
PHIL BORLESKEDirector
Trustee or director
2$0
RUSS GLIMEDirector
Trustee or director
2$0
ILENE KREIDERDirector
Trustee or director
2$0
JOSH HOPKINSDirector
Trustee or director
2$0
JULIE SCHWENKERDirector
Trustee or director
2$0
VANESSA KEARNSDirector
Trustee or director
2$0
ERIN STANCELDirector
Trustee or director
2$0
SHARON HAPPELPresident
Officer
2$0
KATIE HOPKINSVice President
Officer
2$0
ROSE ROUSETreasurer
Officer
2$0
MELODY SNOWSecretary
Officer
2$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SHARON HAPPELPresident
Officer
2$0
KATIE HOPKINSVice President
Officer
2$0
ROSE ROUSETreasurer
Officer
2$0
MELODY SNOWSecretary
Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 22, VINTON, IA 52349-0022
Mailing address (990-N for 2022)
PO BOX 22, VINTON IA 52349
Principal officer (990 for 2024)
SHARON HAPPEL, PO BOX 22, VINTON, IA 52349
Principal officer (990-N for 2022)
SHARON HAPPEL, 6285 25TH AVE, VINTON IA 52349
Signed the 990
SHARON HAPPEL, President
Phone
(319) 533-4524
Return prepared by
McClure Financial Services LLC

Mission

Preserve local history and be a resource for genealogical research for Benton County.

990 for the year ended December 31, 2024

Program accomplishments

  • Genealogy library is open to the public, repairs were made to one of the historical properties, and a Civil war reenactment was conducted. Tours are available for the Vinton Depot Museum and the Horridge House.
    Expenses $39,756 · revenue $38,262

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1023903
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
1974
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$780,681
Income (IRS master file)
$49,804

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$49,804$41,972$780,681XML
990December 2023$429,812$42,106$772,849XML
990-N for 2022
Officer: SHARON HAPPEL
December 31, 2022≤ $50,000 receipts––e-Postcard
990-EZDecember 2021–––IRS
990-N for 2020
Officer: SHARON HAPPEL
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Sharon Happel
December 31, 2019≤ $50,000 receipts––e-Postcard

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 42-1023903).

Questions about BENTON COUNTY HISTORICAL SOCIETY

What is the EIN of BENTON COUNTY HISTORICAL SOCIETY?
The employer identification number (EIN) of BENTON COUNTY HISTORICAL SOCIETY is 42-1023903.
Is BENTON COUNTY HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to BENTON COUNTY HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BENTON COUNTY HISTORICAL SOCIETY file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of BENTON COUNTY 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 BENTON COUNTY 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 BENTON COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names SHARON HAPPEL.
Who are the officers and directors of BENTON COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does BENTON COUNTY HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $49,804, expenses of $41,972 and total assets of $780,681 at year end.

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