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Nonprofit · EIN 22-3301369

WALTON HISTORICAL SOCIETY

Tax-exempt · WALTON, NY 13856

Financials

$26K$15K2023$39K$23K2024
Revenue Expenses · by fiscal year end
Financials of WALTON HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$38,526$23,235$15,291$122,732–$125,276
December 31, 2023990-EZ$26,307$15,421$10,886$109,985–$124,742
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$13,031
Membership dues
$2,260
Net income from fundraising events
$6,687
Other revenue
$16,548

Expenses

Compensation of officers, directors and key employees
$0
Occupancy
$10,853
Printing, publications and postage
$2,354
Other expenses
$10,028

Balance sheet and other

Total assets, start of year
$109,985
Total assets, end of year
$122,732
Total liabilities, end of year
–
Net assets, end of year
$125,276
Cash, savings and investments
$22,732
Land and buildings
$100,000
Gross receipts
$38,526

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JASON SCHWARTZPRESIDENT0$0
BRUCE E DOLPHTREASURY0$0
990-EZ for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JASON SCHWARTZPRESIDENT0$0
BRUCE E DOLPHTREASURY0$0

Address and contacts

Address (IRS master file)
9 TOWNSEND ST, WALTON, NY 13856-1309
In care of
% LAWRENCE R MILLER
Signed the 990-EZ
BRUCE E DOLPH, TREASURER
Phone
(607) 865-5895
Return prepared by
H AND R BLOCK

Mission

PRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NY

990-EZ for the year ended December 31, 2024

Program accomplishments

  • TO BENEFIT AND PERSERVE THE HISTORY OF WALTON

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
22-3301369
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$122,732
Income (IRS master file)
$38,526

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$38,526$23,235$122,732XML
990-EZDecember 2023$26,307$15,421$109,985XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3301369).

Questions about WALTON HISTORICAL SOCIETY

What is the EIN of WALTON HISTORICAL SOCIETY?
The employer identification number (EIN) of WALTON HISTORICAL SOCIETY is 22-3301369.
Is WALTON HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to WALTON HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WALTON HISTORICAL SOCIETY file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of WALTON HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTON HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of WALTON HISTORICAL SOCIETY?
The 990-EZ for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does WALTON HISTORICAL SOCIETY have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $38,526, expenses of $23,235 and total assets of $122,732 at year end.

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