Civic Intelligence

Apple River Fort Historical Foundation

EIN 36-4031621 • 501(c)3 • Elizabeth, IL

Profile

Historical site program expenses 0 n/a exempt purpose of accomplishment na

311 E Myrtle StElizabeth, IL 61028

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,739

Up $5,795 (+31%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$24,739

Up $5,786 (+31%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$10,503

Up $5,616 (+115%) from 2023

Expenses

Up

$4,708

Up $1,172 (+33%) from 2023

Net Income

Up

$5,795

Up $4,444 (+329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2020: $21,959Net Assets 2020: $21,9592020Assets 2021: $19,694Net Assets 2021: $19,6942021Assets 2022: $17,602Net Assets 2022: $19,4092022Assets 2023: $18,944Net Assets 2023: $18,9532023Assets 2024: $24,739Net Assets 2024: $24,7392024

Highlighted filing

2024

Assets$24,739
Liabilities-
Net Assets$24,739
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2020: $14,856Expenses 2020: $5,849Net Income 2020: $9,0072020Revenue 2021: $2,523Expenses 2021: $6,767Net Income 2021: -$4,2442021Revenue 2022: $4,317Expenses 2022: $4,602Net Income 2022: -$2852022Revenue 2023: $4,887Expenses 2023: $3,536Net Income 2023: $1,3512023Revenue 2024: $10,503Expenses 2024: $4,708Net Income 2024: $5,7952024

Highlighted filing

2024

Revenue$10,503
Expenses$4,708
Net Income$5,795
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,739
Liabilities
-
Net assets
$24,739
Revenue
$10,503
Expenses
$4,708
Net income
$5,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.7$24.7$10.5$4.71$5.80
2023Detailed filing. Detailed filing data is available for this year.$18.9$19.0$4.89$3.54$1.35
2022Detailed filing. Detailed filing data is available for this year.$17.6$19.4$4.32$4.60$0.29
2021Detailed filing. Detailed filing data is available for this year.$19.7$19.7$2.52$6.77$4.24
2020Detailed filing. Detailed filing data is available for this year.$22.0$22.0$14.9$5.85$9.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.1
Gross Receipts
$12,960
Mission and Program Overview

Mission

Historical site program expenses 0 n/a exempt purpose of accomplishment na

Program Services

DescriptionGrantsExpenses
NO ACHIEVEMENTS IN 2021 0--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL SCHWERTFEGERPresident-$0--
KATHERINE MORGANVice President-$0--
HELEN KILGORESecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Apple River Fort Historical Foundation
EIN
36-4031621
Phone
8158582098
Address
311 E MYRTLE ST, ELIZABETH, IL 61028

Signing Officer

Name
Helen Kilgore
Title
Secretary
Phone
8158582098
Signed
2025-06-05
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
CHC PILOT 3 WFA, KANSAS CITY, MO 64105
Preparer
Patricia Knautz
Phone
8004725625
Supplemental Narrative

Additional Explanations

Page 1 Line 1 Donations 9100.00

“FROM GENERAL PUBLIC”

Page 1 Line 4 Interest Income

“BANK STATEMENTS”

Page 1 Line 7A Sale of Inventory 3223

“SOUVINEERS”

Page 1 Line 7B Cost of Goods Sold

“PURCHASED SOUVINEERS”

Page 1 Line 8 Scout Donation

“Thank you for camping there”

Page 1 Other Expenses 2666.00

“Expenses to enable fort to stay open”

Raw XML Appendix133 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SECRETARY TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum08158582098
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0318 W CATLIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elizabeth
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024739
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09100
IRS990EZ/CostOfGoodsSoldAmt02457
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05795
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024739
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0766
IRS990EZ/GrossReceiptsAmt012960
IRS990EZ/GrossSalesOfInventoryAmt03223
IRS990EZ/InvestmentIncomeAmt027
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024739
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024739
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL SCHWERTFEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HELEN KILGORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04708
IRS990EZ/OtherRevenueTotalAmt0610
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL SITE PROGRAM EXPENSES 0 N/A EXEMPT PURPOSE OF ACCOMPLISHMENT NA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NO ACHIEVEMENTS IN 2021 0
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04708
IRS990EZ/TotalRevenueAmt010503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0HISTORICAL SITE
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97430
IRS990ScheduleA/PublicSupportTotal170Amt029342
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013870
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029342
IRS990ScheduleA/TotalSupportAmt030115
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0729
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FROM GENERAL PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOUVINEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURCHASED SOUVINEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THANK YOU FOR CAMPING THERE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPENSES TO ENABLE FORT TO STAY OPEN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 1 DONATIONS 9100.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE 4 INTEREST INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PAGE 1 LINE 7A SALE OF INVENTORY 3223
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE 1 LINE 7B COST OF GOODS SOLD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 1 LINE 8 SCOUT DONATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PAGE 1 OTHER EXPENSES 2666.00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN KILGORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08158582098
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE RIVER FORT HISTORICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0364031621
ReturnHeader/Filer/PhoneNum08158582098
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 E MYRTLE ST
ReturnHeader/Filer/USAddress/CityNm0ELIZABETH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061028
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0CHC PILOT 3 WFA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Knautz
ReturnHeader/ReturnTs02025-06-05T18:45:07Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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