Nonprofit · EIN 42-1205115
STATE HISTORICAL SOCIETY
Tax-exempt · NORTH LIBERTY, IA 52317
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $430,914 | $221,999 | $208,915 | $3,530,950 | $0 | $3,530,950 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $2,500
- Dividends
- $102,215
- Net gain from sales of assets
- $326,199
Expenses
- Grants and similar amounts paid
- $181,366
- Compensation of officers, directors and key employees
- $21,640
- Disbursements for charitable purposes
- $191,976
- Excise tax on investment income
- $5,687
Balance sheet and other
- Total assets, start of year
- $3,322,275
- Total assets, end of year
- $3,530,950
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,530,950
- Fair market value of assets
- $4,484,337
- Qualifying distributions
- $191,976
- Net investment income
- $428,302
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-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HILLS BANK AND TRUST COMPANY 590 W FOREVERGREEN RD, NORTH LIBERTY, IA 52317 | TRUSTEE | 1 | $21,640 |
| DEAN OAKES C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | PRESIDENT | 2 | $0 |
| SHANA STUART C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | SECRETARY | 2 | $0 |
| WILLIAM FRIEDRICKS C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | DIRECTOR | 2 | $0 |
| THOMAS DEAN C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | DIRECTOR | 2 | $0 |
| Holly Carver C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | DIRECTOR | 2 | $0 |
| Jan Olive Full C/O HILLS BANK 590 W FOREVERGREEN, NORTH LIBERTY, IA 52317 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 590 W FOREVERGREEN RD, NORTH LIBERTY, IA 52317-8507
- In care of
- % HILLS BANK AND TRUST COMPANY TTEE
- Signed the 990-PF
- JULIE BURTON, TRUST OFFICER
- Phone
- (319) 338-1522
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | Check at the IRS |
IRS record
- EIN
- 42-1205115
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1984
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,530,950
- Income (IRS master file)
- $1,559,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $430,914 | $221,999 | $3,530,950 | XML |
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 42-1205115).
Questions about STATE HISTORICAL SOCIETY
- What is the EIN of STATE HISTORICAL SOCIETY?
- The employer identification number (EIN) of STATE HISTORICAL SOCIETY is 42-1205115.
- Is STATE HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to STATE HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does STATE HISTORICAL SOCIETY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STATE HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STATE HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of STATE HISTORICAL SOCIETY?
- The 990-PF for the year ended August 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $21,640 (HILLS BANK AND TRUST COMPANY, TRUSTEE).
- How much revenue does STATE HISTORICAL SOCIETY have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $430,914, expenses of $221,999 and total assets of $3,530,950 at year end.
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- GERDIN CHARITABLE FOUNDATION EIN 42-1462088 · last filed 990-PF for 2025
- HERITAGE CHRISTIAN SCHOOL EIN 42-1386017 · last filed 990 for 2025
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- GREENSTATE FOUNDATION EIN 88-0616839 · last filed 990-PF for 2024
- DEGENHART FAMILY TRUST EIN 42-6259353 · last filed 990 for 2025