Nonprofit · EIN 46-0364322
LAKE COUNTY HISTORICAL SOCIETY
Also known as LORI NORBY TREAS
Tax-exempt · MADISON, SD 57042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $122,590 | $216,111 | -$93,521 | $796,801 | $0 | $796,801 |
| December 31, 2023 | 990 | $104,319 | $129,765 | -$25,446 | $840,816 | $0 | $840,816 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $32,069
- of which government grants
- $17,625
- Program service revenue
- $37,581
- Investment income
- $52,940
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $99,170
- Compensation of officers, directors and key employees
- $46,786
- Other salaries and wages
- $24,260
- Salaries, compensation and benefits (total)
- $76,442
- Professional fundraising fees
- $0
- Accounting fees
- $4,085
- Occupancy
- $12,856
- Program services (functional)
- $208,338
- Management and general (functional)
- $6,579
- Fundraising (functional)
- $1,194
Balance sheet and other
- Total assets, start of year
- $840,816
- Total assets, end of year
- $796,801
- Total liabilities, end of year
- $0
- Net assets, end of year
- $796,801
- Publicly traded securities
- $768,827
- Net assets without donor restrictions
- $796,801
- Gross receipts
- $122,590
- Employees
- 5
- Volunteers
- 18
- Year formed
- 1952
- State of legal domicile
- SD
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ELLIS-BREU | CEO Officer | 40 | $46,786 |
| SUSAN CONOVER | DIRECTOR Trustee or director | 1 | $0 |
| DANNY FRISBY-GRIFFIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARILYN HALGERSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID KENLEY | DIRECTOR Trustee or director | 1 | $0 |
| JOHN NELSON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| MARK SPENCER | TREASURER Trustee or director, Officer | 1 | $0 |
| JANE UTECHT | DIRECTOR Trustee or director | 1 | $0 |
| JAN WEBER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE ELLIS-BREU | CEO Officer | 40 | $48,225 |
| CAROL ALLGAIER | DIRECTOR Trustee or director | 1 | $0 |
| GAYLE COLE | PRESIDENT Trustee or director | 1 | $0 |
| SUSAN CONOVER | DIRECTOR Trustee or director | 1 | $0 |
| DANNY FRISBY-GRIFFIN | DIRECTOR Trustee or director | 1 | $0 |
| MARILYN HALGERSON | SECRETARY/TR Trustee or director, Officer | 1 | $0 |
| DAVID KENLEY | DIRECTOR Trustee or director | 1 | $0 |
| DENISE LEWIS | DIRECTOR Trustee or director | 1 | $0 |
| STEVE STUNES | DIRECTOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 221 NE 8TH ST, MADISON, SD 57042-1639
- Mailing address (990-N for 2020)
- 221 NE 8TH STREET, MADISON SD 57042
- Principal officer (990 for 2024)
- DANNY FRISBY-GRIFFIN
- Principal officer (990-N for 2020)
- JONA SCHMIDT, 221 NE 8TH STREET, MADISON SD 57042
- Signed the 990
- DANNY FRISBY-GRIFFIN, PRESIDENT
- Phone
- (605) 256-5308
- Website
- WWW.LAKECOUNTYMUSEUM.ORG
- Return prepared by
- WOHLENBERG RITZMAN & CO LLC
Mission
THE LAKE COUNTY HISTORICAL SOCIETY, ENRICHES LIVES THROUGH EDUCATION AND PRESERVATION. WE ARE DEDICATED TO LINKING THE PAST TO THE FUTURE BY COLLECTING, DOCUMENTING, PRESERVING, SECURING, RESEARCHING, EXHIBITING AND INTERPRETING OBJECTS OF CULTURAL DEVELOPMENTAL AND HISTORICAL VALUE TO THE LAKE COUNTY AREA FROM THE MID-1800S TO THE PRESENT.
Program accomplishments
- CONTINUED TO COLLECT AND PRESERVE ARTIFACTS AND HISTORICAL DOCUMENTS.Expenses $208,338 · grants $99,170 · revenue $37,581
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0364322
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $796,801
- Income (IRS master file)
- $122,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $122,590 | $216,111 | $796,801 | XML |
| 990 | December 2023 | $104,319 | $129,765 | $840,816 | XML |
| 990 | December 2022 | $172,303 | $89,199 | $796,954 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: JONA SCHMIDT | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Roger Orton | December 31, 2014 | ≤ $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 46-0364322).
Questions about LAKE COUNTY HISTORICAL SOCIETY
- What is the EIN of LAKE COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of LAKE COUNTY HISTORICAL SOCIETY is 46-0364322.
- Is LAKE COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to LAKE COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE COUNTY 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 LAKE 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 LAKE 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 LAKE COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names DANNY FRISBY-GRIFFIN.
- Who are the officers and directors of LAKE COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $46,786 (JULIE ELLIS-BREU, CEO).
- How much revenue does LAKE COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $122,590, expenses of $216,111 and total assets of $796,801 at year end.
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