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Nonprofit · EIN 55-0638978

MONROE COUNTY HISTORICAL SOCIETY

Tax-exempt · UNION, WV 24983

Financials

$39K$30K2023$41K$40K2024
Revenue Expenses · by fiscal year end
Financials of MONROE COUNTY HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$41,067$40,067$1,000$505,670$100$505,570
December 31, 2023990$39,456$30,230$9,226$483,210$24$483,186
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$19,037
Membership dues
$1,230
Program service revenue
$0
Investment income
$13,653
Net income from fundraising events
$7,320
Net income from sales of inventory
$862
Other revenue
$8,377

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,999
Occupancy
$9,429
Depreciation
$7,946
Program services (functional)
$33,982
Management and general (functional)
$5,974
Fundraising (functional)
$111

Balance sheet and other

Total assets, start of year
$483,210
Total assets, end of year
$505,670
Total liabilities, end of year
$100
Net assets, end of year
$505,570
Land, buildings and equipment
$236,566
Publicly traded securities
$246,578
Net assets without donor restrictions
$257,283
Net assets with donor restrictions
$248,287
Gross receipts
$45,143
Employees
0
Volunteers
15
Year formed
1966
State of legal domicile
WV

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
Judy WagnerDirector
Trustee or director
2$0
Bob AllenDirector
Trustee or director
2$0
Vernessa PontiusDirector
Trustee or director
2$0
Janet McDanielDirector
Trustee or director
2$0
Bob PomphreyDirector
Trustee or director
2$0
Allison TomlinsonDirector
Trustee or director
2$0
Barbara ZieglerDirector
Trustee or director
2$0
Fred ZieglerDirector
Trustee or director
2$0
Steve EllisonDirector
Trustee or director
2$0
Ward LeflerPresident
Officer
5$0
Becky AllenSecretary
Officer
5$0
Doris FranklinTreasurer
Officer
5$0
Ana LuskCorresponding Secretary
Officer
5$0
Lynn CutterPast-President
Officer
5$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
Judy WagnerDirector
Trustee or director
2$0
Bob AllenDirector
Trustee or director
2$0
Helen GravesDirector
Trustee or director
2$0
Rocky ParsonsDirector
Trustee or director
2$0
Bob PomphreyDirector
Trustee or director
2$0
Allison TomlinsonDirector
Trustee or director
2$0
Barbara ZieglerDirector
Trustee or director
2$0
Fred ZieglerPast President
Trustee or director
2$0
Larry EmersonPresident
Officer
10$0
Ward LeflerVice-president
Officer
5$0
Becky AllenSecretary
Officer
5$0
Doris FranklinTreasurer
Officer
5$0
Ana LuskCorresponding Secretary
Officer
5$0
Lynn CutterPast-President
Officer
5$0

Address and contacts

Address (IRS master file)
PO BOX 465, UNION, WV 24983-0465
Principal officer (990 for 2024)
Ward Lefler, PO Box 85, Gap Mills, WV 24941
Signed the 990
Doris Franklin, Treasurer
Phone
(304) 772-3544
Return prepared by
JP Rice Company Inc

Mission

Historic education and preservation

990 for the year ended December 31, 2024

Program accomplishments

  • Historic education and preservation of Monroe County buildings and historical sites
    Expenses $33,982

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
55-0638978
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
1998
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$505,670
Income (IRS master file)
$45,143

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$41,067$40,067$505,670IRS
990December 2023$39,456$30,230$483,210XML
990December 2022$11,627$28,927$459,953IRS
990December 2021–––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 55-0638978).

Questions about MONROE COUNTY HISTORICAL SOCIETY

What is the EIN of MONROE COUNTY HISTORICAL SOCIETY?
The employer identification number (EIN) of MONROE COUNTY HISTORICAL SOCIETY is 55-0638978.
Is MONROE COUNTY HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MONROE COUNTY HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONROE COUNTY HISTORICAL SOCIETY file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of MONROE 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 MONROE 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 MONROE COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names Ward Lefler.
Who are the officers and directors of MONROE COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does MONROE COUNTY HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $41,067, expenses of $40,067 and total assets of $505,670 at year end.

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