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Nonprofit · EIN 42-6060088

HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA

Tax-exempt · MARSHALLTOWN, IA 50158

Financials

$77K$53K2023$95K$57K2024
Revenue Expenses · by fiscal year end
Financials of HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$94,561$57,090$37,471$944,446$1,107$943,339
December 31, 2023990$77,230$53,021$24,209$897,148$1,090$896,058
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$34,296
Membership dues
$8,660
Program service revenue
$23,756
Investment income
$29,733
Net gain from sales of assets
$4,550
Other revenue
$6,776

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$15,488
Salaries, compensation and benefits (total)
$16,673
Professional fundraising fees
$0
Legal fees
$2,440
Occupancy
$15,381
Depreciation
$8,005
Program services (functional)
$36,123
Management and general (functional)
$20,967

Balance sheet and other

Total assets, start of year
$897,148
Total assets, end of year
$944,446
Total liabilities, end of year
$1,107
Net assets, end of year
$943,339
Land, buildings and equipment
$278,957
Publicly traded securities
$96,319
Gross receipts
$94,561
Employees
3
Volunteers
0
Year formed
1984
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
MIKE DONAHEYSECRETARY
Trustee or director, Officer
4$0
DAN BRANDTPRESIDENT
Trustee or director, Officer
7$0
STEVE RYANPRESIDENT
Trustee or director, Officer
0.5$0
JULIE JONTZ-LANGDIRECTOR
Trustee or director
0.5$0
MARY PFANTZTREASURER
Trustee or director, Officer
7$0
HANNAH HEDUMDIRECTOR
Trustee or director
0.5$0
MICHELLE ROSEBURROUGHDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MIKE DONAHEYSECRETARY
Trustee or director, Officer
4$0
DAN BRANDTPRESIDENT
Trustee or director, Officer
7$0
STEVE RYANVICE-PRESIDENT
Trustee or director, Officer
0.5$0
JULIE JONTZ-LANGDIRECTOR
Trustee or director
0.5$0
MARY PFANTZTREASURER
Trustee or director, Officer
7$0
HANNAH HEDUMDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 1224, MARSHALLTOWN, IA 50158-1224
In care of
% JAMES R MOORE
Principal officer (990 for 2024)
STEVE RYAN, 503 W MAIN ST-PO BOX 1224, MARSHALLTOWN, IA 50158
Signed the 990
MARY PFANTZ, TREASURER
Phone
(641) 752-6664
Return prepared by
MOORE MCKIBBEN GOODMAN ET AL LLP

Mission

TO PRESERVE AND CELEBRATE THE RICH HISTORY OF MARSHALL COUNTY, IOWA

990 for the year ended December 31, 2024

Program accomplishments

  • THE HISTORICAL SOCIETY OF MARSHALL COUNTY, IOWA, COLLECTS, PRESERVES AND DISPLAYS ARTICLES AND MATERIALS REPRESENTING THE HISTORY OF MARSHALL COUNTY.
    Expenses $36,123 · revenue $64,829

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 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
42-6060088
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
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$944,446
Income (IRS master file)
$94,561

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$94,561$57,090$944,446IRS
990December 2023$77,230$53,021$897,148XML
990December 2022$55,346$67,087$862,658IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 42-6060088).

Questions about HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA

What is the EIN of HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA?
The employer identification number (EIN) of HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA is 42-6060088.
Is HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA 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 HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA 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 HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA 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 HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA?
The 990 for the year ended December 31, 2024 names STEVE RYAN.
Who are the officers and directors of HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does HISTORICAL SOCIETY OF MARSHALL COUNTY IOWA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $94,561, expenses of $57,090 and total assets of $944,446 at year end.

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