Civic Intelligence

Jefferson County Historical Society

EIN 37-1041417 • 501(c)3 • Mount Vernon, IL

Profile

Our mission is to educate and stimulate interest in history in general and in the history of jefferson county, illinois in particular. To accomplish the mission objectives, the society assists in historical research, aids in collecting and preserving artifacts, maintains facilities established for preserving permanent form and displaying the results of such research and collection, provides tours and programs for area schools, organizations and individuals, and publishes in appropriate manner, those materials that will further these objectives.

1411 North 27th StreetMount Vernon, IL 62864

historicjeffersoncountyil.com

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$533,972

Down $10,483 (-1.9%) from 2023

Liabilities

Up

$2,022

Up $317 (+19%) from 2023

Net Assets

Down

$531,950

Down $10,800 (-2.0%) from 2023

Revenue

Down

$69,801

Down $28,752 (-29%) from 2023

Expenses

Up

$116,911

Up $16,721 (+17%) from 2023

Net Income

Down

-$47,110

Down $45,473 (-2778%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $456,848Liabilities 2012: $1,493Net Assets 2012: $455,3552012Assets 2013: $493,147Liabilities 2013: $1,337Net Assets 2013: $491,8102013Assets 2020: $571,008Liabilities 2020: $801Net Assets 2020: $570,2072020Assets 2021: $579,749Liabilities 2021: $159Net Assets 2021: $579,5902021Assets 2022: $521,958Liabilities 2022: $1,544Net Assets 2022: $520,4142022Assets 2023: $544,455Liabilities 2023: $1,705Net Assets 2023: $542,7502023Assets 2024: $533,972Liabilities 2024: $2,022Net Assets 2024: $531,9502024

Highlighted filing

2024

Assets$533,972
Liabilities$2,022
Net Assets$531,950

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $83,8492012Revenue 2013: $103,414Expenses 2013: $66,959Net Income 2013: $36,4552013Revenue 2020: $45,973Expenses 2020: $74,684Net Income 2020: -$28,7112020Revenue 2021: $66,423Expenses 2021: $86,473Net Income 2021: -$20,0502021Revenue 2022: $69,426Expenses 2022: $107,210Net Income 2022: -$37,7842022Revenue 2023: $98,553Expenses 2023: $100,190Net Income 2023: -$1,6372023Revenue 2024: $69,801Expenses 2024: $116,911Net Income 2024: -$47,1102024

Highlighted filing

2024

Revenue$69,801
Expenses$116,911
Net Income-$47,110

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.0
Gross Receipts
$69,801
Mission and Program Overview

Mission

Our mission is to educate and stimulate interest in history in general and in the history of Jefferson County, IL in particular. We maintain and operate the Jefferson County IL Historical Village and interpretative museum. The museum and village, with its buildings and contents, reflect life from the beginning of Jefferson County.

Our mission is to educate and stimulate interest in history in general and in the history of jefferson county, illinois, in particular. See schedule o.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$320,645$297,868▼ $22,777
Investments in Publicly Traded Securities$175,601$211,469▲ $35,868
Savings and Temporary Cash Investments$16,842$17,287▲ $445
Cash and Non-Interest-Bearing Accounts$31,367$7,348▼ $24,019
Total Assets$544,455$533,972▼ $10,483
Liabilities
Accounts Payable and Accrued Expenses$1,705$2,022▲ $317
Total Liabilities$1,705$2,022▲ $317
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$542,750$531,950▼ $10,800
Total Net Assets Fund Balance$542,750$531,950▼ $10,800
Total Liabilities and Net Assets / Fund Balance$544,455$533,972▼ $10,483

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$220,987$269,847-
Other Land Buildings$27,128$51,498-
Land$6,000--
Equipment$43,753$49,920-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Candy LuzarPresident
Bob PembertonDirector
Carol RitcheyDirector
Don LewisDirector
Joe AshbrookDirector
Loretta DunavanDirector
Lucy BakerDirector
Marge WallaceDirector
Nancy SoddersDirector
Sid MilnerDirector
Tom NewtonDirector
Linda DuncanSecretary
Larry PerimanTreasurer
Sharon FrancoisVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,225
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$23,576
All Other Contributions
$37,473
Change in Net Assets
$-47,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,558
Salaries, Compensation, and Employee Benefits$38,353
Total Fundraising Expense$11,240
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,531$28,251$3,531$35,313
Occupancy-$29,456-$29,456
Depreciation Depletion-$22,777-$22,777
Insurance-$10,765-$10,765
Office Expenses$1,038$3,282$1,038$5,358
Payroll Taxes$304$2,432$304$3,040
Advertising$485-$485$970
Fees for Services Accounting-$275-$275
Other Expenses$1,600$112$5,882$112
Total Functional Expenses$6,958$98,713$11,240$116,911
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,139
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$11,749$11,749-$11,749
Chili Lunch$7,390$7,390-$7,390
Total Events$19,139$19,139-$19,139
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
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

Form 990, Page 6, Part VI, Line 6

The historical society has members.

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

The completed form 990 and schedules are provided to each board member and an additional copy is kept on file at the society office.

Form 990, Page 6, Part VI, Line 19

All the governing documents, financial reports and returns of the society are available to the public, upon request in the society office.

Filing and Contact Details

Filer

Filer Name
Jefferson County Historical Society
EIN
37-1041417
Phone
6182460033
Address
1411 NORTH 27TH STREET, MOUNT VERNON, IL 62864

Signing Officer

Name
Larry Periman
Title
Treasurer
Phone
6182460033
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Periman
Formed
1969
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
25

Preparer

Firm
Hoyt Advisors Pc
Address
401 S LOCUST PO DRAWER D, CENTRALIA, IL 62801
Preparer
Sonia Miley
Phone
6185322228
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to educate and stimulate interest in history in general and in the history of jefferson county, illinois in particular. To accomplish the mission objectives, the society assists in historical research, aids in collecting and preserving artifacts, maintains facilities established for preserving permanent form and displaying the results of such research and collection, provides tours and programs for area schools, organizations and individuals, and publishes in appropriate manner, those materials that will further these objectives.

Financial Statement Notes

Schedule D, Page 4, Part XIII

The historical society maintains a large collection of historical buildings and items that reflect the history of jefferson county, illinois.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1112
IRS990/OtherExpensesGrp/ProgramServicesAmt01600
IRS990/OtherExpensesGrp/TotalAmt05882
IRS990/OtherExpensesGrp/TotalAmt11600
IRS990/OtherExpensesGrp/TotalAmt21363
IRS990/OtherExpensesGrp/TotalAmt3112
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03531
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028251
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03531
IRS990/OtherSalariesAndWagesGrp/TotalAmt035313
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0304
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02432
IRS990/PayrollTaxesGrp/ProgramServicesAmt0304
IRS990/PayrollTaxesGrp/TotalAmt03040
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LARRY PERIMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt073256
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt066701
IRS990/PYOtherRevenueAmt025297
IRS990/PYRevenuesLessExpensesAmt0-1637
IRS990/PYSalariesCompEmpBnftPaidAmt033489
IRS990/PYTotalExpensesAmt0100190
IRS990/PYTotalRevenueAmt098553
IRS990/ReconcilationRevenueExpnssAmt0-47110
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01830
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01830
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016842
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017287
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0249019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01891
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02369
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0801
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt088191
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02607
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0516
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0499
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0807
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01891
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0801
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08382
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97610
IRS990ScheduleA/PublicSupportPY509Pct00.97490
IRS990ScheduleA/PublicSupportTotal509Amt0341794
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045172
IRS990ScheduleA/Total509Grp/TotalAmt0341794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt098553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045973
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0350176
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0220987
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0269847
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0490834
IRS990ScheduleD/EquipmentGrp/BookValueAmt043753
IRS990ScheduleD/EquipmentGrp/DepreciationAmt049920
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt093673
IRS990ScheduleD/LandGrp/BookValueAmt06000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt06000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027128
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt051498
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt078626
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HISTORICAL SOCIETY MAINTAINS A LARGE COLLECTION OF HISTORICAL BUILDINGS AND ITEMS THAT REFLECT THE HISTORY OF JEFFERSON COUNTY, ILLINOIS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0297868
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI LUNCH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011749
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019139
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019139
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO EDUCATE AND STIMULATE INTEREST IN HISTORY IN GENERAL AND IN THE HISTORY OF JEFFERSON COUNTY, ILLINOIS IN PARTICULAR. TO ACCOMPLISH THE MISSION OBJECTIVES, THE SOCIETY ASSISTS IN HISTORICAL RESEARCH, AIDS IN COLLECTING AND PRESERVING ARTIFACTS, MAINTAINS FACILITIES ESTABLISHED FOR PRESERVING PERMANENT FORM AND DISPLAYING THE RESULTS OF SUCH RESEARCH AND COLLECTION, PROVIDES TOURS AND PROGRAMS FOR AREA SCHOOLS, ORGANIZATIONS AND INDIVIDUALS, AND PUBLISHES IN APPROPRIATE MANNER, THOSE MATERIALS THAT WILL FURTHER THESE OBJECTIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HISTORICAL SOCIETY HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPLETED FORM 990 AND SCHEDULES ARE PROVIDED TO EACH BOARD MEMBER AND AN ADDITIONAL COPY IS KEPT ON FILE AT THE SOCIETY OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL THE GOVERNING DOCUMENTS, FINANCIAL REPORTS AND RETURNS OF THE SOCIETY ARE AVAILABLE TO THE PUBLIC, UPON REQUEST IN THE SOCIETY OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0544455
IRS990/TotalAssetsEOYAmt0533972
IRS990/TotalAssetsGrp/BOYAmt0544455
IRS990/TotalAssetsGrp/EOYAmt0533972
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046225
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011240
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06958
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01705
IRS990/TotalLiabilitiesEOYAmt02022

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