Nonprofit · EIN 74-2587857
ROCKNE HISTORICAL ASSOCIATION
Tax-exempt (reinstated) · BASTROP, TX 78602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $53,408 | $32,507 | $20,901 | $451,963 | $0 | $451,963 |
| December 31, 2023 | 990-EZ | $32,507 | $23,250 | $9,257 | $432,553 | $0 | $432,553 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,827
- Membership dues
- $2,270
- Investment income
- $6,638
- Net income from fundraising events
- $32,673
Expenses
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $13,741
- Other expenses
- $18,766
- Program services (functional)
- $29,720
Balance sheet and other
- Total assets, start of year
- $432,553
- Total assets, end of year
- $451,963
- Total liabilities, end of year
- $0
- Net assets, end of year
- $451,963
- Cash, savings and investments
- $204,231
- Land and buildings
- $247,732
- Gross receipts
- $58,042
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEA ANN LEE | PRESIDENT/SUB-DOCENT | 1.87 | $0 |
| CHERYL DANIEL | SECRETARY/DOCENT | 2.27 | $0 |
| GAYLNN FOGEL | BOARD MEMBER | 9.6 | $0 |
| JOY GOERTZ | BOARD MEMBER/DOCENT | 2.48 | $0 |
| BONNIE SHIMEK | FINANCIAL COMMITTEE CHAIR | 23.55 | $0 |
| DAVID TILL | BOARD MEMBER/DOCENT | 1.13 | $0 |
| CLARA WHITE | BOARD MEMBER/DOCENT | 1.79 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEA ANN LEE | PRESIDENT/SUB-DOCENT | 2.99 | $0 |
| CHERYL DANIEL | SECRETARY/DOCENT | 2.18 | $0 |
| GAYLNN FOGEL | BOARD MEMBER | 3.81 | $0 |
| JOY GOERTZ | BOARD MEMBER/DOCENT | 1.95 | $0 |
| BONNIE SHIMEK | FINANCIAL SECRETARY | 21.59 | $0 |
| DAVID TILL | BOARD MEMBER/DOCENT | 1.28 | $0 |
| CLARA WHITE | BOARD MEMBER/DOCENT | 1.69 | $0 |
| OVON GOERTZ | MUSEUM MANAGER/DOCENT | 1.26 | $0 |
Address and contacts
- Address (IRS master file)
- 4065 FM 535, BASTROP, TX 78602-3260
- In care of
- % OVON GOERTZ
- Mailing address (990-N for 2018)
- 0000, None TX 78602
- Principal officer (990-N for 2018)
- Geraldine Martinez, 4065 FM 535, Bastrop TX 78602
- Signed the 990-EZ
- LEA ANN LEE, PRESIDENT
- Phone
- (512) 913-1955
- Return prepared by
- OLTMANN & HERMS PLLC
Mission
MAINTAIN AND OPERATE ROCKNE MUSEUM AND PIONEER HOMES TO PRESERVE ROCKNE HISTORY, GENEALOGY AND HISTORIC PIONEER CABINS
Program accomplishments
- OPERATION OF MUSEUM PRESERVING HISTORY OF ROCKNE,TXExpenses $24,105
- PRESERVATION OF OLD PIONEER HOMESExpenses $5,615
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 74-2587857
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $451,963
- Income (IRS master file)
- $58,042
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- February 11, 2013
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $53,408 | $32,507 | $451,963 | IRS |
| 990-EZ | December 2023 | $32,507 | $23,250 | $432,553 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: Geraldine Martinez | 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 74-2587857).
Questions about ROCKNE HISTORICAL ASSOCIATION
- What is the EIN of ROCKNE HISTORICAL ASSOCIATION?
- The employer identification number (EIN) of ROCKNE HISTORICAL ASSOCIATION is 74-2587857.
- Is ROCKNE HISTORICAL ASSOCIATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
- Are donations to ROCKNE HISTORICAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROCKNE HISTORICAL ASSOCIATION 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 ROCKNE HISTORICAL ASSOCIATION 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 ROCKNE HISTORICAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of ROCKNE HISTORICAL ASSOCIATION?
- The 990-N for 2018 names Geraldine Martinez.
- Who are the officers and directors of ROCKNE HISTORICAL ASSOCIATION?
- The 990-EZ for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROCKNE HISTORICAL ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $53,408, expenses of $32,507 and total assets of $451,963 at year end.
Other nonprofits in BASTROP
- BASTROP ECONOMIC DEVELOPMENT CORPORATION EIN 74-2760534 · last filed 990 for 2018
- BASTROP DESTINATION AND MARKETING ORGANIZATION EIN 82-1342105 · last filed 990 for 2024
- HEAL ALLIANCE EIN 93-1943967 · last filed 990 for 2024
- ASSOCIATION OF RURAL COMMUNITIES IN TEXAS EIN 74-2989459 · last filed 990-EZ for 2025
- CHOSEN WOMEN EMPOWER EIN 88-3179864 · last filed 990-EZ for 2025
- HIDDEN CULTURE COMMUNITY DEVELOPMEN T EIN 42-2294157 · last filed 990-N for 2025
- HEART OF TEXAS CHAMBER OF COMMERCE EIN 88-0922069 · last filed 990-N for 2025
- BASTROP JUNETEENTH EIN 35-2526080 · last filed 990-N for 2025
All nonprofits in BASTROP · Texas · Community improvement and capacity building