Nonprofit · EIN 99-6006955
KAUAI HISTORICAL SOCIETY INC
Tax-exempt · LIHUE, HI 96766
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $140,749 | $78,880 | $61,869 | $331,438 | $0 | $331,438 |
| December 31, 2023 | 990 | $56,317 | $73,661 | -$17,344 | $269,729 | $160 | $269,569 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $37,681
- Membership dues
- $377
- Program service revenue
- $31,696
- Investment income
- $29,555
- Net gain from sales of assets
- $26,210
- Net income from fundraising events
- $41,817
- Other revenue
- $41,817
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $28,722
- Salaries, compensation and benefits (total)
- $31,110
- Professional fundraising fees
- $0
- Accounting fees
- $11,210
- Occupancy
- $6,054
- Travel
- $1,216
- Depreciation
- $696
- Program services (functional)
- $72,703
- Management and general (functional)
- $6,177
Balance sheet and other
- Total assets, start of year
- $269,729
- Total assets, end of year
- $331,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $331,438
- Land, buildings and equipment
- $3,070
- Publicly traded securities
- $204,388
- Net assets without donor restrictions
- $331,438
- Gross receipts
- $303,939
- Employees
- 1
- Volunteers
- 7
- Year formed
- 1981
- State of legal domicile
- HI
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 |
|---|---|---|---|
| FRANZ SCHMUTZER | President Trustee or director | 10 | $0 |
| LEE GATELY | Vice President Trustee or director | 5 | $0 |
| KEALOHA TAKAHASHI | Director Trustee or director | 2 | $0 |
| ERIC NORDMEIER | Treasurer Trustee or director | 2 | $0 |
| SUE MEYER | Secretary Trustee or director | 2 | $0 |
| ADA KOENE | Director Trustee or director | 2 | $0 |
| KEVIN MATSUNAGA | Director Trustee or director | 1 | $0 |
| BONNIE LAKE | Director Trustee or director | 6 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANZ SCHMUTZER | President Trustee or director | 10 | $0 |
| LEE GATELY | Vice President Trustee or director | 5 | $0 |
| TINA AIU | Treasurer Trustee or director | 2 | $0 |
| ERIC NORDMEIER | Director Trustee or director | 2 | $0 |
| SUE MEYER | Secretary Trustee or director | 2 | $0 |
| ADA KOENE | Director Trustee or director | 2 | $0 |
| KEVIN MATSUNAGA | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4396 RICE ST STE 101, LIHUE, HI 96766-1371
- Signed the 990
- FRANZ SCHMUTZER, President
- Phone
- (808) 245-3373
- Return prepared by
- EDWARD L PUNUA CPA INC
Mission
Our Mission is To collect, preserve, and disseminate the oral, written and pictorial history of Kauai County and to educate ourselves and the public about the history and cultures of Kauai and Niihau.
Program accomplishments
- KHS PRESERVES AND CATALOGS HISTORIC DOCUMENTS AND KHS PUBLISHES HISTORICAL BOOKS & MATERIALS. THE SOCIETY HOSTED SEVERAL PRESENTATIONS ON KAUAI HISTORY.Expenses $72,703 · revenue $31,696
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
- 99-6006955
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $331,438
- Income (IRS master file)
- $303,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $140,749 | $78,880 | $331,438 | XML |
| 990 | December 2023 | $56,317 | $73,661 | $269,729 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | 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 99-6006955).
Questions about KAUAI HISTORICAL SOCIETY INC
- What is the EIN of KAUAI HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of KAUAI HISTORICAL SOCIETY INC is 99-6006955.
- Is KAUAI HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to KAUAI HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KAUAI HISTORICAL SOCIETY INC 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 KAUAI HISTORICAL SOCIETY INC 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 KAUAI HISTORICAL SOCIETY INC 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 KAUAI HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does KAUAI HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $140,749, expenses of $78,880 and total assets of $331,438 at year end.
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