Nonprofit · EIN 80-0758867
YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY
Tax-exempt · PENN YAN, NY 14527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $203,956 | $140,621 | $63,335 | $629,219 | $2,861 | $626,358 |
| December 31, 2023 | 990 | $142,188 | $173,928 | -$31,740 | $541,169 | $1,707 | $539,462 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $111,746
- of which government grants
- $8,000
- Membership dues
- $19,427
- Program service revenue
- $50,667
- Investment income
- $31,352
- Net gain from sales of assets
- $16,338
- Net income from fundraising events
- $5,399
- Net income from sales of inventory
- $4,792
- Other revenue
- $10,191
Expenses
- Grants and similar amounts paid
- $305
- Other salaries and wages
- $103,235
- Salaries, compensation and benefits (total)
- $112,515
- Professional fundraising fees
- $0
- Accounting fees
- $978
- Occupancy
- $2,096
- Depreciation
- $429
- Program services (functional)
- $133,967
- Management and general (functional)
- $6,654
Balance sheet and other
- Total assets, start of year
- $541,169
- Total assets, end of year
- $629,219
- Total liabilities, end of year
- $2,861
- Net assets, end of year
- $626,358
- Land, buildings and equipment
- $1,995
- Publicly traded securities
- $525,061
- Net assets without donor restrictions
- $516,260
- Net assets with donor restrictions
- $110,098
- Gross receipts
- $246,809
- Employees
- 3
- Year formed
- 1860
- State of legal domicile
- NY
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 |
|---|---|---|---|
| Phil Bailey | Trustee Trustee or director | 1 | $0 |
| Jeanette Dickerson-Putnam | Trustee Trustee or director | 1 | $0 |
| Lyn Fitch | Trustee Trustee or director | 1 | $0 |
| Len Kataskas | Trustee Trustee or director | 1 | $0 |
| Patty Larzelere | Trustee Trustee or director | 1 | $0 |
| Leigh MacKerchar | Trustee Trustee or director | 1 | $0 |
| Stephanie Olsen | Trustee Trustee or director | 1 | $0 |
| Joan Paddock | Trustee Trustee or director | 1 | $0 |
| Rich Stewart | Trustee Trustee or director | 1 | $0 |
| Sallie Jensen | President Officer | 3 | $0 |
| Gwen Chamberlain | Secretary Officer | 3 | $0 |
| Lisa Harper | Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leigh MacKerchar | Trustee Trustee or director | 1 | $0 |
| Patty Larzelere | Trustee Trustee or director | 1 | $0 |
| Len Kataskas | Trustee Trustee or director | 1 | $0 |
| Rich Stewart | Trustee Trustee or director | 1 | $0 |
| Joan Paddock | Trustee Trustee or director | 1 | $0 |
| Stephanie Olsen | Trustee Trustee or director | 1 | $0 |
| Phil Bailey | Trustee Trustee or director | 1 | $0 |
| Jeanette Dickerson-Putnam | Trustee Trustee or director | 1 | $0 |
| Lyn Fitch | Trustee Trustee or director | 1 | $0 |
| Sallie Jensen | President Officer | 3 | $0 |
| Lisa Harper | Treasurer Officer | 1 | $0 |
| Gwen Chamberlain | Secretary Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 107 CHAPEL ST, PENN YAN, NY 14527-1128
- In care of
- % LISA HARPER
- Signed the 990
- LISA HARPER, Treasurer
- Phone
- (315) 536-7318
- Website
- www.yatespast.org
- Return prepared by
- Edward Kennedy CPA
Mission
Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.
Program accomplishments
- Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.Expenses $133,967 · grants $305 · revenue $50,667
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
- 80-0758867
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $629,219
- Income (IRS master file)
- $246,809
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $203,956 | $140,621 | $629,219 | XML |
| 990 | December 2023 | $142,188 | $173,928 | $541,169 | XML |
| 990 | December 2022 | $153,165 | $148,925 | $527,399 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 80-0758867).
Questions about YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY
- What is the EIN of YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY?
- The employer identification number (EIN) of YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY is 80-0758867.
- Is YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YATES COUNTY GENEALOGICAL AND 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 YATES COUNTY GENEALOGICAL AND 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 YATES COUNTY GENEALOGICAL AND 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 are the officers and directors of YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $203,956, expenses of $140,621 and total assets of $629,219 at year end.
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All nonprofits in PENN YAN · New York · Arts, culture and humanities