Nonprofit · EIN 45-5398566
JEFFERSON HISTORICAL SOCIETY
Tax-exempt · JEFFERSON, NY 12093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $83,666 | $77,667 | $5,999 | $133,262 | $108,105 | $25,157 |
| December 31, 2024 | 990-EZ | $134,956 | $158,033 | -$23,077 | $130,921 | $102 | $130,819 |
| December 31, 2023 | 990-EZ | $184,429 | $161,512 | $22,917 | $152,104 | – | $152,104 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $35,404
- Membership dues
- $1,670
- Program service revenue
- $41,033
- Investment income
- $2,957
- Net income from fundraising events
- $1,686
- Net income from sales of inventory
- $910
- Other revenue
- $6
Expenses
- Grants and similar amounts paid
- $165
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,380
- Occupancy
- $13,791
- Printing, publications and postage
- $7,659
- Other expenses
- $53,672
- Program services (functional)
- $34,760
Balance sheet and other
- Total assets, start of year
- $130,921
- Total assets, end of year
- $133,262
- Total liabilities, end of year
- $108,105
- Net assets, end of year
- $25,157
- Cash, savings and investments
- $133,262
- Gross receipts
- $86,577
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Berner | President | 5 | $0 |
| Bonnie Dailey | Secretary | 5 | $0 |
| Diane Ericson | Treasurer | 5 | $0 |
| Stephanie Ruquet | Co-Treasurer | 2 | $0 |
| Joan Powers | Trustee | 1 | $0 |
| Shannon Finn | Trustee | 1 | $0 |
| Robert Glas | Trustee | 1 | $0 |
| Sara Henry | Trustee | 1 | $0 |
| Barbara Palmer | Trustee | 1 | $0 |
| Ed Atkins | Trustee | 1 | $0 |
| Mark Sisk | Trustee | 1 | $0 |
| Teresa Fellion | Trustee | 1 | $0 |
| Brian Darcy | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Berner | President | 5 | $0 |
| Carol Bodnar | Vice President | 5 | $0 |
| Joan Powers | Secretary | 5 | $0 |
| Diane Ericson | Treasurer | 5 | $0 |
| Stephanie Ruquet | Co-Treasurer | 2 | $0 |
| Shannon Finn | Trustee | 1 | $0 |
| Robert Glas | Trustee | 1 | $0 |
| Sara Henry | Trustee | 1 | $0 |
| Barbara Palmer | Trustee | 1 | $0 |
| Gail Rentsch | Trustee | 1 | $0 |
| Werner Rentsch | Trustee | 1 | $0 |
| Ed Atkins | Trustee | 1 | $0 |
| Mark Sisk | Trustee | 1 | $0 |
| Ingrid Zeman | Trustee | 1 | $0 |
| Bonnie Dailey | Trustee | 1 | $0 |
| Teresa Fellion | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN BERNER | PRESIDENT | 30 | $0 |
| CAROL BODNAR | VICE PRESIDENT | 10 | $0 |
| STEPHANIE RUBIN | CO-TREASURER | 40 | $0 |
| DIANE ERICSON | TREASURER | 25 | $0 |
| JOAN POWERS | SECRETARY | 3 | $0 |
| INGRID ZEMAN | TRUSTEE | 1 | $0 |
| J ROBERT GLAS | TRUSTEE | 5 | $0 |
| SHANNON MASON FINN | TRUSTEE | 1 | $0 |
| BARB PALMER | TRUSTEE | 4 | $0 |
| GAIL RENTSCH | TRUSTEE | 6 | $0 |
| WERNER RENTSCH | TRUSTEE | 1 | $0 |
| MARK SISK | TRUSTEE | 2 | $0 |
| SARA HENRY | TRUSTEE | 4 | $0 |
| EDWARD ATKINS | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 143, JEFFERSON, NY 12093-0143
- In care of
- % STEPHANIE RUQUET
- Mailing address (990-N for 2018)
- PO BOX 143, Jefferson NY 12093
- Principal officer (990-N for 2018)
- Kevin Berner, PO BOX 143, Jefferson NY 12093
- Signed the 990-EZ
- Diane Ericson, Treasurer
- Phone
- (607) 222-6125
- Return prepared by
- Evening Star Bookkeeping Services Inc
Mission
Dedicated to researching, preserving, promoting, and celebrating the history, architecture and culture of the Town of Jefferson; nurturing community involvement and education; and interacting with and enhancing community culture and life.
Program accomplishments
- Continued renovation of Jefferson Art BuildingExpenses $18,591 · grants $500
- Restore the Maple Museum PianoExpenses $10,550 · grants $10,007
- Music and More ProgramExpenses $5,619 · grants $9,461
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-5398566
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C42)
- Assets (IRS master file)
- $133,262
- Income (IRS master file)
- $86,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $83,666 | $77,667 | $133,262 | XML |
| 990-EZ | December 2024 | $134,956 | $158,033 | $130,921 | XML |
| 990-EZ | December 2023 | $184,429 | $161,512 | $152,104 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Kevin Berner | December 31, 2018 | ≤ $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 45-5398566).
Questions about JEFFERSON HISTORICAL SOCIETY
- What is the EIN of JEFFERSON HISTORICAL SOCIETY?
- The employer identification number (EIN) of JEFFERSON HISTORICAL SOCIETY is 45-5398566.
- Is JEFFERSON HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to JEFFERSON HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON HISTORICAL SOCIETY 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 JEFFERSON HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of JEFFERSON HISTORICAL SOCIETY?
- The 990-N for 2018 names Kevin Berner.
- Who are the officers and directors of JEFFERSON HISTORICAL SOCIETY?
- The 990-EZ for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does JEFFERSON HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $83,666, expenses of $77,667 and total assets of $133,262 at year end.
Other nonprofits in JEFFERSON
- MISS RODEO NEW YORK SCHOLARSHIP FOUNDATION EIN 86-3303578 · last filed 990-PF for 2024
- JEFFERSON VOLUNTEER FIRE DEPARTMENT EIN 14-1819453 · last filed 990-N for 2025
- GRANGE PATRONS OF HUSBANDRY NEW YORK STATE GRANGE INC EIN 23-7215426 · last filed 990-N for 2009