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Nonprofit · EIN 54-1273626

WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY

Tax-exempt · WINCHESTER, VA 22601

Financials

$252K$270K2023$290K$255K2024
Revenue Expenses · by fiscal year end
Financials of WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$289,571$255,296$34,275$774,073$5,141$768,932
December 31, 2023990$252,324$269,868-$17,544$744,506$7,286$737,220
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$173,053
Membership dues
$10,128
Program service revenue
$50,914
Investment income
$41,736
Net income from sales of inventory
$23,294
Other revenue
$23,868

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$52,400
Other salaries and wages
$109,859
Salaries, compensation and benefits (total)
$186,229
Professional fundraising fees
$0
Accounting fees
$6,933
Occupancy
$22,617
Depreciation
$7,519
Program services (functional)
$199,474
Management and general (functional)
$55,822

Balance sheet and other

Total assets, start of year
$744,506
Total assets, end of year
$774,073
Total liabilities, end of year
$5,141
Net assets, end of year
$768,932
Land, buildings and equipment
$35,748
Gross receipts
$311,681
Employees
25
Volunteers
6
Year formed
1938
State of legal domicile
VA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHY BOWERSDIRECTOR
Trustee or director
1$0
DOUG WATSONDIRECTOR
Trustee or director
1$0
FRANCES LOWEVICE PRESIDENT
Trustee or director, Officer
1$0
BUTCH FRAVELDIRECTOR
Trustee or director
1$0
JAMES GETAZDIRECTOR
Trustee or director
1$0
KRIS GOFFVICE PRESIDENT
Trustee or director, Officer
1$0
GREG HUTCHINSONTREASURER
Trustee or director, Officer
1$0
MARK LOREDIRECTOR
Trustee or director
1$0
DAVID MCLAUGHLINDIRECTOR
Trustee or director
1$0
GENE SCHULTZDIRECTOR
Trustee or director
1$0
GEORGE SCHEMBERPRESIDENT
Trustee or director, Officer
1$0
MURRAY SHANTZDIRECTOR
Trustee or director
1$0
MARILYN STEARNSVICE PRESIDENT
Trustee or director, Officer
1$0
SUSAN WHITACREVICE PRESIDENT
Trustee or director, Officer
1$0
TIM YOUMANSSECRETARY
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
KATHY BOWERSDIRECTOR
Trustee or director
1$0
DOUG WATSONDIRECTOR
Trustee or director
1$0
FRANCES LOWEVICE PRESIDENT
Trustee or director, Officer
1$0
BUTCH FRAVELDIRECTOR
Trustee or director
1$0
JAMES GETAZDIRECTOR
Trustee or director
1$0
KRIS GOFFVICE PRESIDENT
Trustee or director, Officer
1$0
GREG HUTCHINSONTREASURER
Trustee or director, Officer
1$0
MARK LOREDIRECTOR
Trustee or director
1$0
DAVID MCLAUGHLINDIRECTOR
Trustee or director
1$0
GENE SCHULTZDIRECTOR
Trustee or director
1$0
GEORGE SCHEMBERPRESIDENT
Trustee or director, Officer
1$0
MURRAY SHANTZSECRETARY
Trustee or director, Officer
1$0
MARILYN STEARNSVICE PRESIDENT
Trustee or director, Officer
1$0
SUSAN WHITACREVICE PRESIDENT
Trustee or director, Officer
1$0
TIM YOUMANSDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1340 S PLEASANT VALLEY RD, WINCHESTER, VA 22601-4447
Principal officer (990 for 2024)
GEORGE SCHEMBER, 1340 S PLEASANT VALLEY ROAD, WINCHESTER, VA 22601
Signed the 990
GEORGE SCHEMBER, PRESIDENT
Phone
(540) 662-6550
Return prepared by
RUTHERFORD & JOHNSON PC

Mission

THE WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY IS DEDICATED TO PRESERVING AND EXPANDING THE HISTORICAL AND CULTURAL HERITAGE OF THE CITY OF WINCHESTER AND FREDERICK COUNTY. THE SOCIETY IS A NONPROFIT 501(C)(3) ORGANIZATION. SOCIETY MEMBERSHIP IS OPEN TO ALL INDIVIDUALS INTERESTED IN THE HISTORY OF THE NORTHERN SHENANDOAH VALLEY.

990 for the year ended December 31, 2024

Program accomplishments

  • OPERATION OF MUSEUMS, MUSEUM GIFT SHOPS AND ARCHIVES
    Expenses $199,474

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
54-1273626
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1938
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$774,073
Income (IRS master file)
$311,681

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$289,571$255,296$774,073XML
990December 2023$252,324$269,868$744,506XML
990December 2022$348,789$260,109$757,842IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 54-1273626).

Questions about WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY

What is the EIN of WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY?
The employer identification number (EIN) of WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY is 54-1273626.
Is WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
Are donations to WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WINCHESTER-FREDERICK COUNTY 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 WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names GEORGE SCHEMBER.
Who are the officers and directors of WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
How much revenue does WINCHESTER-FREDERICK COUNTY HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $289,571, expenses of $255,296 and total assets of $774,073 at year end.

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