Civic Intelligence

Batavia Historical Society

EIN 36-6121669 • 501(c)3 • Batavia, IL

Profile

To preserve local history and artifacts of Batavia, IL.

PO Box 14Batavia, IL 60510

www.bataviahistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$952,010

Down $25,913 (-2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$952,010

Down $25,913 (-2.6%) from 2022

Operations
Liabilities / Revenue34th percentileNet Margin96th percentile

Revenue

Down

$19,352

Down $78,405 (-80%) from 2022

Expenses

Up

$45,265

Up $23,375 (+107%) from 2022

Net Income

Down

-$25,913

Down $101,780 (-134%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2019: $740,293Liabilities 2019: $0Net Assets 2019: $740,2932019Assets 2020: $762,797Liabilities 2020: $0Net Assets 2020: $762,7972020Assets 2021: $902,056Liabilities 2021: $0Net Assets 2021: $902,0562021Assets 2022: $977,923Liabilities 2022: $0Net Assets 2022: $977,9232022Assets 2023: $952,010Liabilities 2023: $0Net Assets 2023: $952,0102023

Highlighted filing

2023

Assets$952,010
Liabilities$0
Net Assets$952,010
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $87,527Expenses 2019: $23,513Net Income 2019: $64,0142019Revenue 2020: $40,989Expenses 2020: $18,485Net Income 2020: $22,5042020Revenue 2021: $152,631Expenses 2021: $13,372Net Income 2021: $139,2592021Revenue 2022: $97,757Expenses 2022: $21,890Net Income 2022: $75,8672022Revenue 2023: $19,352Expenses 2023: $45,265Net Income 2023: -$25,9132023

Highlighted filing

2023

Revenue$19,352
Expenses$45,265
Net Income-$25,913
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,010
Liabilities
$0
Net assets
$952,010
Revenue
$19,352
Expenses
$45,265
Net income
-$25,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.19$0.45$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$0.00$9.78$0.98$0.22$0.76
2021Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.53$0.13$1.39
2020Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.41$0.18$0.23
2019Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.88$0.24$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 31, 2024
Return Version
2022v5.0
Gross Receipts
$19,352
Mission and Program Overview

Mission

To preserve local history and artifacts of Batavia, IL.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$942,000$481,687▼ $460,313
Cash and Non-Interest-Bearing Accounts$35,173$39,573▲ $4,400
Total Assets$977,923$952,010▼ $25,913
Other Assets Total$750$430,750▲ $430,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$742,261$716,347▼ $25,914
Net Assets With Donor Restrictions$235,662$235,663▲ $1
Total Net Assets Fund Balance$977,923$952,010▼ $25,913
Total Liabilities and Net Assets / Fund Balance$977,923$952,010▼ $25,913

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$430,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dan HoeflerPresident
Walt DonatVice President
Andrew DeitchmanDirector
Jane DotyDirector
John HansenDirector
Polly ErnzenDirector
Sharon WhyteDirector
George SheetzHistorian
John TalbotRecording Secretary
Brian LawyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,109
Program Service Revenue
$0
Investment Income
$9,243
Other Revenue
$0
All Other Contributions
$10,109
Change in Net Assets
$-25,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,494
Other Expenses$12,771
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,494--$32,494
Other Expenses$1,289$5,006-$5,006
Insurance-$3,595-$3,595
Fees for Services Accounting-$2,049-$2,049
Fees for Services Other-$236-$236
All Other Expenses-$147-$147
Office Expenses-$108-$108
Total Functional Expenses$33,783$11,482$0$45,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The Batavia Historical Society has members who pay annual dues.”

Member election for additional members Part VI line 7A

“The Batavia Historical Societys nominating committee nominates candidates for director and officer positions who are then voted for or against by the members at the annual membership meeting.”

Form 990 governing body review Part VI line 11

“The completed form 990 and related schedules are reviewed by the Treasurer and President before mailing.”

Governing documents etc available to public Part VI line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Batavia Historical Society
EIN
36-6121669
Address
PO Box 14, Batavia, IL 60510

Signing Officer

Name
Brian Lawyer
Title
Treasurer
Phone
6304065646
Signed
2024-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Hoefler
Formed
1960
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Halliwell Tax & Business Services
Address
201 Houston St Suite 210, Batavia, IL 60510
Preparer
Walter Halliwell
Phone
6304068283
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“All other fees (Part IX, Line 11g)PO Box & Postage 236 Total 236”

List of other expenses Part IX line 24E

“List of other expenses (Part IX, Line 24e)Business Fees 128Bank Service Charges 19Total 147”

Part III response or note to any other line in Part III

“Part III Line 4d - Other program services includes providing information technology to facilitate historical research and archiving of historical documents.”

Raw XML Appendix391 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To preserve local history and artifacts of Batavia, IL.
IRS990/AllOtherContributionsAmt010109
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0147
IRS990/AllOtherExpensesGrp/TotalAmt0147
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Brian Lawyer
IRS990/BooksInCareOfDetail/PhoneNum06304065646
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 W Wilson St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Batavia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060510
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035173
IRS990/CashNonInterestBearingGrp/EOYAmt039573
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010109
IRS990/CYGrantsAndSimilarPaidAmt032494
IRS990/CYInvestmentIncomeAmt09243
IRS990/CYOtherExpensesAmt012771
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25913
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045265
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019352
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Provided quarterly newsletters to membership telling of the history of Batavia, IL
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0235662
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0235663
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt033783
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02049
IRS990/FeesForServicesAccountingGrp/TotalAmt02049
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0236
IRS990/FeesForServicesOtherGrp/TotalAmt0236
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Andrew Deitchman
IRS990/Form990PartVIISectionAGrp/PersonNm1Polly Ernzen
IRS990/Form990PartVIISectionAGrp/PersonNm2Jane Doty
IRS990/Form990PartVIISectionAGrp/PersonNm3Sharon Whyte
IRS990/Form990PartVIISectionAGrp/PersonNm4John Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm5Walt Donat
IRS990/Form990PartVIISectionAGrp/PersonNm6Dan Hoefler
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian Lawyer
IRS990/Form990PartVIISectionAGrp/PersonNm8George Sheetz
IRS990/Form990PartVIISectionAGrp/PersonNm9John Talbot
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt9Recording Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt032494
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032494
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032494
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt019352
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03595
IRS990/InsuranceGrp/TotalAmt03595
IRS990/InvestmentIncomeGrp/ExclusionAmt09243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09243
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To preserve local history and artifacts of Batavia, IL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0977923
IRS990/NetAssetsOrFundBalancesEOYAmt0952010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0742261
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0716347
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0108
IRS990/OfficeExpensesGrp/TotalAmt0108
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0750
IRS990/OtherAssetsTotalGrp/EOYAmt0430750
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Printing & Copying
IRS990/OtherExpensesGrp/Desc1Dues
IRS990/OtherExpensesGrp/Desc2Outside Services
IRS990/OtherExpensesGrp/Desc3Storage
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1141
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25006
IRS990/OtherExpensesGrp/ProgramServicesAmt01289
IRS990/OtherExpensesGrp/TotalAmt01289
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherExpensesGrp/TotalAmt2141
IRS990/OtherExpensesGrp/TotalAmt35006
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Dan Hoefler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Part III Line 4d - Other program services includes providing information technology to facilitate historical research and archiving of historical documents.
IRS990/ProgSrvcAccomActy3Grp/Desc0Held quarterly meetings sharing the history of Batavia, IL with membership and guests.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt096223
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05590
IRS990/PYInvestmentIncomeAmt01534
IRS990/PYOtherExpensesAmt016300
IRS990/PYRevenuesLessExpensesAmt075867
IRS990/PYTotalExpensesAmt021890
IRS990/PYTotalRevenueAmt097757
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-25913
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0942000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0481687
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0148597
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt087500
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0129080
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0155890
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0211252
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0583722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04633
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043540
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0672
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03004
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03676
IRS990ScheduleA/PublicSupportCY170Pct00.93940
IRS990ScheduleA/PublicSupportPY170Pct00.91210
IRS990ScheduleA/PublicSupportTotal170Amt0732319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0184107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0291142
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0732319
IRS990ScheduleA/TotalSupportAmt0779535
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0750
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1430000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Artifacts & Artwork
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Building
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0430750
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Batavia Historical Society has members who pay annual dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Batavia Historical Societys nominating committee nominates candidates for director and officer positions who are then voted for or against by the members at the annual membership meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The completed form 990 and related schedules are reviewed by the Treasurer and President before mailing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All other fees (Part IX, Line 11g)PO Box & Postage 236 Total 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5List of other expenses (Part IX, Line 24e)Business Fees 128Bank Service Charges 19Total 147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Part III Line 4d - Other program services includes providing information technology to facilitate historical research and archiving of historical documents.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III response or note to any other line in Part III
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0977923
IRS990/TotalAssetsEOYAmt0952010
IRS990/TotalAssetsGrp/BOYAmt0977923
IRS990/TotalAssetsGrp/EOYAmt0952010
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010109
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011482
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033783
IRS990/TotalFunctionalExpensesGrp/TotalAmt045265
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0977923
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0952010
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033783
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019352
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0977923
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0952010
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01408 Newton Avenue
IRS990/USAddress/CityNm0Batavia
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060510
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.bataviahistoricalsociety.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Lawyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06304065646
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Batavia Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0BATA
ReturnHeader/Filer/EIN0366121669
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 14
ReturnHeader/Filer/USAddress/CityNm0Batavia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060510
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465624153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Halliwell Tax & Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Houston St Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Batavia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060510
ReturnHeader/PreparerPersonGrp/PhoneNum06304068283
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter Halliwell
ReturnHeader/ReturnTs02024-02-16T15:49:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lawyer
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.