Civic Intelligence

Mchenry County Historical Society

EIN 36-6124793 • 501(c)3 • Union, IL

Profile

History museum of mchenry county, illinois.

PO Box 434Union, IL 60182

www.mchenrycountyhistory.org

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

50th percentile

4.0%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-7.7%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,258,181

Up $320,268 (+4.0%) from 2024

Liabilities

Up

$14,073

Up $6,044 (+75%) from 2024

Net Assets

Up

$8,244,108

Up $314,224 (+4.0%) from 2024

Revenue

Down

$556,383

Down $46,529 (-7.7%) from 2024

Expenses

Up

$530,905

Up $21,743 (+4.3%) from 2024

Net Income

Down

$25,478

Down $68,272 (-73%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,220,285Liabilities 2011: $14,753Net Assets 2011: $2,205,5322011Assets 2012: $2,319,005Liabilities 2012: $15,776Net Assets 2012: $2,303,2292012Assets 2013: $2,373,794Liabilities 2013: $22,728Net Assets 2013: $2,351,0662013Assets 2014: $2,575,071Liabilities 2014: $15,897Net Assets 2014: $2,559,1742014Assets 2016: $6,594,700Liabilities 2016: $11,937Net Assets 2016: $6,582,7632016Assets 2017: $7,106,446Liabilities 2017: $29,939Net Assets 2017: $7,076,5072017Assets 2018: $7,358,357Liabilities 2018: $11,944Net Assets 2018: $7,346,4132018Assets 2019: $7,123,060Liabilities 2019: $12,088Net Assets 2019: $7,110,9722019Assets 2020: $6,775,541Liabilities 2020: $53,663Net Assets 2020: $6,721,8782020Assets 2021: $8,447,815Liabilities 2021: $21,915Net Assets 2021: $8,425,9002021Assets 2022: $7,331,703Liabilities 2022: $17,149Net Assets 2022: $7,314,5542022Assets 2023: $7,572,672Liabilities 2023: $16,797Net Assets 2023: $7,555,8752023Assets 2024: $7,937,913Liabilities 2024: $8,029Net Assets 2024: $7,929,8842024Assets 2025: $8,258,181Liabilities 2025: $14,073Net Assets 2025: $8,244,1082025

Highlighted filing

2025

Assets$8,258,181
Liabilities$14,073
Net Assets$8,244,108

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $322,2622011Expenses 2012: $280,4002012Expenses 2013: $314,1772013Revenue 2014: $281,801Expenses 2014: $316,981Net Income 2014: -$35,1802014Revenue 2016: $866,736Expenses 2016: $323,792Net Income 2016: $542,9442016Revenue 2017: $658,196Expenses 2017: $402,565Net Income 2017: $255,6312017Revenue 2018: $546,054Expenses 2018: $405,581Net Income 2018: $140,4732018Revenue 2019: $173,232Expenses 2019: $417,668Net Income 2019: -$244,4362019Revenue 2020: $159,073Expenses 2020: $390,872Net Income 2020: -$231,7992020Revenue 2021: $522,302Expenses 2021: $394,076Net Income 2021: $128,2262021Revenue 2022: $433,208Expenses 2022: $408,301Net Income 2022: $24,9072022Revenue 2023: $424,144Expenses 2023: $488,822Net Income 2023: -$64,6782023Revenue 2024: $602,912Expenses 2024: $509,162Net Income 2024: $93,7502024Revenue 2025: $556,383Expenses 2025: $530,905Net Income 2025: $25,4782025

Highlighted filing

2025

Revenue$556,383
Expenses$530,905
Net Income$25,478

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$0.01$8.24$0.56$0.53$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.01$7.93$0.60$0.51$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.02$7.56$0.42$0.49$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.02$7.31$0.43$0.41$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.45$0.02$8.43$0.52$0.39$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.05$6.72$0.16$0.39$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$0.01$7.11$0.17$0.42$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.36$0.01$7.35$0.55$0.41$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.03$7.08$0.66$0.40$0.26
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.01$6.58$0.87$0.32$0.54
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$0.28$0.32$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.02$2.35$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.02$2.30$0.28
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.01$2.21$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 5, 2025
Return Version
2024v5.0
Gross Receipts
$556,383
Mission and Program Overview

Mission

History museum of mchenry county, illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,773,122$2,871,617▲ $98,495
Land, Buildings, and Equipment, Net$769,961$937,221▲ $167,260
Savings and Temporary Cash Investments$229,188$164,621▼ $64,567
Cash and Non-Interest-Bearing Accounts$50,429$45,119▼ $5,310
Inventories for Sale or Use$9,777$9,777→ $0
Prepaid Expenses and Deferred Charges$520$3,525▲ $3,005
Total Assets$7,937,913$8,258,181▲ $320,268
Other Assets Total$4,104,916$4,226,301▲ $121,385
Liabilities
Accounts Payable and Accrued Expenses$4,236$13,139▲ $8,903
Deferred Revenue$3,793$934▼ $2,859
Total Liabilities$8,029$14,073▲ $6,044
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,128,302$4,244,468▲ $116,166
Net Assets Without Donor Restrictions$3,801,582$3,999,640▲ $198,058
Total Net Assets Fund Balance$7,929,884$8,244,108▲ $314,224
Total Liabilities and Net Assets / Fund Balance$7,937,913$8,258,181▲ $320,268

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$253,604$466,997$720,601
Other Land Buildings$380,673$58,349$439,022
Land$189,648-$189,648
Equipment$48,204$40,610$88,814
Leasehold Improvements$65,092$13,617$78,709
Other Assets Org$2,415--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,130,324-▲ $158,147-$6,270,172
2023$5,897,747-▲ $246,598-$6,130,324
2022$5,684,610-▲ $229,730-$5,897,747
2021$6,674,383-▼ $971,422-$5,684,610
2020$5,347,305-▲ $1,344,839-$6,674,383
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob FrenzPresident
Arlyn BoothDirector
Caroline SobolakDirector
Dan RingDirector
Dawn MilarskyDirector
Debra Perkins SilkerDirector
Don RoseDirector
Ed UrbanDirector
Karen ParksDirector
Nancy L BakerSecretary
Molly WalshTreasurer
Lonni OldhamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$107,256
Program Service Revenue
$43,743
Investment Income
$404,711
Other Revenue
$673
All Other Contributions
$83,172
Change in Net Assets
$25,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$270,281
Other Expenses$260,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$240,542$29,739-$270,281
Depreciation Depletion$48,575$1,804-$50,379
Occupancy$39,351$897-$40,248
All Other Expenses$14,815$5,163-$19,978
Office Expenses$19,758--$19,758
Insurance$18,326$95-$18,421
Information Technology-$17,900-$17,900
Fees for Services Accounting-$11,363-$11,363
Other Expenses$6,549$1,629-$6,549
Advertising$886--$886
Conferences and Meetings$875--$875
Total Functional Expenses$462,315$68,590$0$530,905
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has seven classes of members, as included in its by-laws.

Form 990, Page 6, Part VI, Line 7A

Each paid membership is entitled to one vote on each matter put to the vote of members. An annual meeting is held for the purpose of electing directors and for the transaction of such other business as may come before the meeting.

Form 990, Page 6, Part VI, Line 7B

The election of directors by members occurs at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

The board of directors reviews and approves form 990.

Form 990, Page 6, Part VI, Line 12C

The board of directors monitors compliance with the conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

Compensation is determined and approved by the board of directors.

Form 990, Page 6, Part VI, Line 15B

Compensation is determined by the administrator and approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mchenry County Historical Society
EIN
36-6124793
Phone
8159232267
Address
PO BOX 434, UNION, IL 60182

Signing Officer

Name
Bob Frenz
Title
President
Phone
8159232267
Signed
2025-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Frenz
Formed
1963
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
11
Volunteers
75

Preparer

Firm
Miller Verchota Inc Cpas
Address
444 N IL ROUTE 31 STE 104, CRYSTAL LAKE, IL 60012
Preparer
Mary R Miller Cpaabv
Phone
8154778000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Book / tax depreciation difference 1

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Under the terms of the perpetual charitable trust, the organization has the right to receive the income earned on the trust assets in perpetuity. The organization submits its annual budget and annual request to the trustee. The intended use for all endowment funds is to provide annual income to the organization in order for it to continue its mission to educate and provide information to students and citizens about the history of mchenry county, illinois.

Raw XML AppendixShowing 400 of 457 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.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0FACTS AND CIRCUMSTANCES TEST THE MCHENRY COUNTY HISTORICAL SOCIETY HAS HISTORICALLY RECEIVED A SIGNIFICANT ANNUAL DISTRIBUTION FROM A CHARITABLE TRUST, AVERAGING IN EXCESS OF 300,000 EACH YEAR DEPENDING ON THE NEEDS OF THE ORGANIZATION. THESE TRUST DISTRIBUTIONS ARE SPECIFICALLY DESIGNATED TO SUPPORT THE SOCIETYS ONGOING OPERATIONS AND PRESERVATION ACTIVITIES. WHILE THE AMOUNT OF THIS SINGLE SOURCE OF SUPPORT CAUSES THE ORGANIZATION TO FALL BELOW THE 33 1/3% PUBLIC SUPPORT THRESHOLD, THE ORGANIZATION OTHERWISE DEMONSTRATES BROAD PUBLIC SUPPORT AND RESPONSIVENESS TO THE COMMUNITY IN THE FOLLOWING WAYS: THE SOCIETY MAINTAINS AN ACTIVE MEMBERSHIP PROGRAM THE ORGANIZATION PROVIDES FREE AND LOW-COST EDUCATIONAL PROGRAMMING, EXHIBITIONS, AND COMMUNITY EVENTS THAT ATTRACT THOUSANDS OF VISITORS EACH YEAR. THE GOVERNING BOARD CONSISTS OF INDEPENDENT, COMMUNITY-BASED DIRECTORS WHO SERVE WITHOUT COMPENSATION AND PROVIDE OVERSIGHT REPRESENTATIVE OF THE GENERAL PUBLIC. THE SOCIETY ACTIVELY SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, LOCAL BUSINESSES, AND COMMUNITY FOUNDATIONS, AND RECEIVES NUMEROUS SMALLER DONATIONS IN ADDITION TO THE CHARITABLE TRUST DISTRIBUTION. THE CHARITABLE TRUST WAS ESTABLISHED TO ENSURE THAT THE HISTORICAL SOCIETY COULD CONTINUE ITS EXEMPT MISSION OF PRESERVING AND SHARING LOCAL HISTORY. THE DISTRIBUTION IS IN FURTHERANCE OF THAT PURPOSE AND DOES NOT REPRESENT CONTROL OR INFLUENCE BY A SINGLE DONOR. GIVEN THE SOCIETYS ONGOING COMMUNITY PROGRAMMING, INDEPENDENT GOVERNANCE, AND DEMONSTRATED RESPONSIVENESS TO THE GENERAL PUBLIC, THE ORGANIZATION MEETS THE REQUIREMENTS OF THE FACTS-AND-CIRCUMSTANCES TEST UNDER IRC 509 (A)(1) AND TREAS. REG. 1.170A-9(F)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FACTS AND CIRCUMSTANCES TEST THE MCHENRY COUNTY HISTORICAL SOCIETY HAS HISTORICALLY RECEIVED A SIGNIFICANT ANNUAL DISTRIBUTION FROM A CHARITABLE TRUST, AVERAGING IN EXCESS OF 300,000 EACH YEAR DEPENDING ON THE NEEDS OF THE ORGANIZATION. THESE TRUST DISTRIBUTIONS ARE SPECIFICALLY DESIGNATED TO SUPPORT THE SOCIETYS ONGOING OPERATIONS AND PRESERVATION ACTIVITIES. WHILE THE AMOUNT OF THIS SINGLE SOURCE OF SUPPORT CAUSES THE ORGANIZATION TO FALL BELOW THE 33 1/3% PUBLIC SUPPORT THRESHOLD, THE ORGANIZATION OTHERWISE DEMONSTRATES BROAD PUBLIC SUPPORT AND RESPONSIVENESS TO THE COMMUNITY IN THE FOLLOWING WAYS: THE SOCIETY MAINTAINS AN ACTIVE MEMBERSHIP PROGRAM THE ORGANIZATION PROVIDES FREE AND LOW-COST EDUCATIONAL PROGRAMMING, EXHIBITIONS, AND COMMUNITY EVENTS THAT ATTRACT THOUSANDS OF VISITORS EACH YEAR. THE GOVERNING BOARD CONSISTS OF INDEPENDENT, COMMUNITY-BASED DIRECTORS WHO SERVE WITHOUT COMPENSATION AND PROVIDE OVERSIGHT REPRESENTATIVE OF THE GENERAL PUBLIC. THE SOCIETY ACTIVELY SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, LOCAL BUSINESSES, AND COMMUNITY FOUNDATIONS, AND RECEIVES NUMEROUS SMALLER DONATIONS IN ADDITION TO THE CHARITABLE TRUST DISTRIBUTION. THE CHARITABLE TRUST WAS ESTABLISHED TO ENSURE THAT THE HISTORICAL SOCIETY COULD CONTINUE ITS EXEMPT MISSION OF PRESERVING AND SHARING LOCAL HISTORY. THE DISTRIBUTION IS IN FURTHERANCE OF THAT PURPOSE AND DOES NOT REPRESENT CONTROL OR INFLUENCE BY A SINGLE DONOR. GIVEN THE SOCIETYS ONGOING COMMUNITY PROGRAMMING, INDEPENDENT GOVERNANCE, AND DEMONSTRATED RESPONSIVENESS TO THE GENERAL PUBLIC, THE ORGANIZATION MEETS THE REQUIREMENTS OF THE FACTS-AND-CIRCUMSTANCES TEST UNDER IRC 509 (A)(1) AND TREAS. REG. 1.170A-9(F)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER THE TERMS OF THE PERPETUAL CHARITABLE TRUST, THE ORGANIZATION HAS THE RIGHT TO RECEIVE THE INCOME EARNED ON THE TRUST ASSETS IN PERPETUITY. THE ORGANIZATION SUBMITS ITS ANNUAL BUDGET AND ANNUAL REQUEST TO THE TRUSTEE. THE INTENDED USE FOR ALL ENDOWMENT FUNDS IS TO PROVIDE ANNUAL INCOME TO THE ORGANIZATION IN ORDER FOR IT TO CONTINUE ITS MISSION TO EDUCATE AND PROVIDE INFORMATION TO STUDENTS AND CITIZENS ABOUT THE HISTORY OF MCHENRY COUNTY, ILLINOIS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS SEVEN CLASSES OF MEMBERS, AS INCLUDED IN ITS BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH PAID MEMBERSHIP IS ENTITLED TO ONE VOTE ON EACH MATTER PUT TO THE VOTE OF MEMBERS. AN ANNUAL MEETING IS HELD FOR THE PURPOSE OF ELECTING DIRECTORS AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ELECTION OF DIRECTORS BY MEMBERS OCCURS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION IS DETERMINED BY THE ADMINISTRATOR AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOK / TAX DEPRECIATION DIFFERENCE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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