Civic Intelligence

Jersey County Historical Society

EIN 51-0153238 • 501(c)3 • Jerseyville, IL

Profile

To collect and preserve data and historical items relating to the history of jersey county. To encourage historical and genealogical research. To publish material of historical nature.

601 N State StJerseyville, IL 62052

www.jerseyuse.net

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.6%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,459,767

Down $13,626 (-0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,459,767

Down $13,626 (-0.9%) from 2024

Revenue

Up

$94,106

Up $3,283 (+3.6%) from 2024

Expenses

Up

$107,732

Up $11,181 (+12%) from 2024

Net Income

Down

-$13,626

Down $7,898 (-138%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,449,064Liabilities 2011: $93,082Net Assets 2011: $1,355,9822011Assets 2012: $1,511,873Liabilities 2012: $58,046Net Assets 2012: $1,453,8262012Assets 2013: $1,516,865Liabilities 2013: $43,154Net Assets 2013: $1,473,7112013Assets 2014: $1,487,753Liabilities 2014: $0Net Assets 2014: $1,487,7532014Assets 2015: $1,485,408Liabilities 2015: $0Net Assets 2015: $1,485,4082015Assets 2016: $1,499,202Liabilities 2016: $0Net Assets 2016: $1,499,2022016Assets 2017: $1,531,746Liabilities 2017: $0Net Assets 2017: $1,531,7462017Assets 2018: $1,571,901Liabilities 2018: $0Net Assets 2018: $1,571,9012018Assets 2019: $1,606,838Liabilities 2019: $0Net Assets 2019: $1,606,8382019Assets 2020: $1,578,249Liabilities 2020: $0Net Assets 2020: $1,578,2492020Assets 2021: $1,637,462Liabilities 2021: $0Net Assets 2021: $1,637,4622021Assets 2022: $1,491,842Liabilities 2022: $0Net Assets 2022: $1,491,8422022Assets 2023: $1,479,121Liabilities 2023: $0Net Assets 2023: $1,479,1212023Assets 2024: $1,473,393Liabilities 2024: $0Net Assets 2024: $1,473,3932024Assets 2025: $1,459,767Liabilities 2025: $0Net Assets 2025: $1,459,7672025

Highlighted filing

2025

Assets$1,459,767
Liabilities$0
Net Assets$1,459,767

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $286,264Expenses 2011: $68,610Net Income 2011: $217,6542011Revenue 2012: $164,330Expenses 2012: $66,484Net Income 2012: $97,8462012Revenue 2013: $89,270Expenses 2013: $69,386Net Income 2013: $19,8842013Revenue 2014: $83,565Expenses 2014: $69,522Net Income 2014: $14,0432014Revenue 2015: $80,013Expenses 2015: $82,358Net Income 2015: -$2,3452015Revenue 2016: $93,281Expenses 2016: $79,487Net Income 2016: $13,7942016Revenue 2017: $93,120Expenses 2017: $60,575Net Income 2017: $32,5452017Revenue 2018: $101,855Expenses 2018: $61,701Net Income 2018: $40,1542018Revenue 2019: $107,153Expenses 2019: $72,216Net Income 2019: $34,9372019Revenue 2020: $52,030Expenses 2020: $80,086Net Income 2020: -$28,0562020Revenue 2021: $165,898Expenses 2021: $107,382Net Income 2021: $58,5162021Revenue 2022: $116,153Expenses 2022: $87,577Net Income 2022: $28,5762022Revenue 2023: $72,222Expenses 2023: $84,943Net Income 2023: -$12,7212023Revenue 2024: $90,823Expenses 2024: $96,551Net Income 2024: -$5,7282024Revenue 2025: $94,106Expenses 2025: $107,732Net Income 2025: -$13,6262025

Highlighted filing

2025

Revenue$94,106
Expenses$107,732
Net Income-$13,626

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.11$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.17$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.11$0.07$0.03
2018Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.10$0.06$0.04
2017Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.09$0.06$0.03
2016Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.09$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.08$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.52$0.04$1.47$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.51$0.06$1.45$0.16$0.07$0.10
2011Summary only. Only limited summary data is available for this year.$1.45$0.09$1.36$0.29$0.07$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 16, 2026
Return Version
2025v4.0
Gross Receipts
$99,297
Mission and Program Overview

Mission

To collect and preserve data and historical items relating to the history of jersey county. To encourage historical and genealogical research. To publish material of historical nature.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$724,342$724,342→ $0
Land, Buildings, and Equipment, Net$564,257$540,196▼ $24,061
Cash and Non-Interest-Bearing Accounts$177,021$187,441▲ $10,420
Savings and Temporary Cash Investments$7,773$7,788▲ $15
Total Assets$1,473,393$1,459,767▼ $13,626
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,473,393$1,459,767▼ $13,626
Total Net Assets Fund Balance$1,473,393$1,459,767▼ $13,626
Total Liabilities and Net Assets / Fund Balance$1,473,393$1,459,767▼ $13,626

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$401,536$450,045$851,581
Land$111,166-$111,166
Other Land Buildings$27,494$58,874$86,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marion PhippsPresident
Barb JohnsonDirector
Beth McglassonDirector
Carol LaytonDirector
Dave CroneDirector
Dennis FrazierDirector
Dennis McglassonDirector
Patsy HalemeyerDirector
Roger MourningDirector
Roger SchefffelDirector
Ron ShortDirector
Carol SengerSecretary
Shirley ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,741
Program Service Revenue
$40,235
Investment Income
$23,752
Other Revenue
$2,378
All Other Contributions
$24,808
Change in Net Assets
$-13,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$24,061--$24,061
Occupancy$1,728$12,856-$14,584
Insurance-$12,573-$12,573
Advertising-$5,713-$5,713
Other Expenses$1,628--$1,628
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$845-$845
Total Functional Expenses$74,245$33,487$0$107,732
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,569
Fundraising Direct Expenses$5,191
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
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, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Jersey County Historical Society
EIN
51-0153238
Phone
6184983514
Address
601 N STATE ST, JERSEYVILLE, IL 62052

Signing Officer

Name
Marion Phipps
Title
President
Phone
6184983514
Signed
2026-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marion Phipps
Formed
1909
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Scheffel Boyle
Address
106 W COUNTY ROAD, JERSEYVILLE, IL 62052
Preparer
Danny Phipps CPA
Phone
6184986841
Raw XML AppendixShowing 400 of 412 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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IRS990/ProgramServiceRevenueGrp/Desc0TOURS & MUSEUM
IRS990/ProgramServiceRevenueGrp/Desc1APPLE FESTIVAL
IRS990/ProgramServiceRevenueGrp/Desc2TOWER FUND
IRS990/ProgramServiceRevenueGrp/Desc3GENEALOGY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113013
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28885
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3604
IRS990/ProgSrvcAccomActy2Grp/Desc0TOURS OF THE CHENEY MANSION, MUSEUM, AND HISTORICAL BUILDINGS, INCLUDING ALL OTHER MISCELLANEOUS PROGRAM REVENUES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069650
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025906
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026788
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030811
IRS990/PYOtherExpensesAmt096551
IRS990/PYOtherRevenueAmt05900
IRS990/PYProgramServiceRevenueAmt027324
IRS990/PYRevenuesLessExpensesAmt0-5728
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt096551
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt090823
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-13626
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013013
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07773
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0139727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0125982
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0225457
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0115760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0354
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0354
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38230
IRS990ScheduleA/PublicSupportPY170Pct00.37250
IRS990ScheduleA/PublicSupportTotal170Amt0139727
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09958
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139727
IRS990ScheduleA/TotalSupportAmt0365538
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0401536
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0450045
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0851581
IRS990ScheduleD/LandGrp/BookValueAmt0111166
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0111166
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027494
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058874
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt086368
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0540196
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01473393
IRS990/TotalAssetsEOYAmt01459767
IRS990/TotalAssetsGrp/BOYAmt01473393
IRS990/TotalAssetsGrp/EOYAmt01459767
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt027741
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033487
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074245
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01473393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01459767
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt074245
IRS990/TotalProgramServiceRevenueAmt040235
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026130
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040235
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094106
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01473393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01459767
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0601 N STATE ST
IRS990/USAddress/CityNm0JERSEYVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062052
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.JERSEYUSE.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION PHIPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06184983514
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERSEY COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0JERS
ReturnHeader/Filer/EIN0510153238
ReturnHeader/Filer/PhoneNum06184983514
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 N STATE ST
ReturnHeader/Filer/USAddress/CityNm0JERSEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062052
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEFFEL BOYLE

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