Nonprofit · EIN 84-4170676
TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY
Tax-exempt · MEQUON, WI 53097
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $84,843 | $6,658 | $78,185 | $190,641 | $0 | $190,641 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $63,041
- Membership dues
- $400
- Program service revenue
- $0
- Investment income
- $4,157
- Net income from fundraising events
- $16,967
- Net income from sales of inventory
- $278
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $1,571
- Occupancy
- $4,400
- Printing, publications and postage
- $687
- Program services (functional)
- $650
Balance sheet and other
- Total assets, start of year
- $112,456
- Total assets, end of year
- $190,641
- Total liabilities, end of year
- $0
- Net assets, end of year
- $190,641
- Cash, savings and investments
- $175,015
- Land and buildings
- $15,626
- Gross receipts
- $89,825
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Terry Schoessow | Co-President | 0 | $0 |
| Ellie Pipkorn | Co-President | 0 | $0 |
| Jerry Hall | Vice President | 0 | $0 |
| Jodi Kessel Szpiszar | Secretary | 0 | $0 |
| Robert Overmier | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10729 W FREISTADT RD, MEQUON, WI 53097-2503
- In care of
- % ROBERT OVERMIER
- Mailing address (990-N for 2024)
- 10729 W Freistadt Rd, Mequon WI 53097
- Principal officer (990-N for 2024)
- Robert Overmier, N144W12531 Pioneer Rd, Germantown WI 53022
- Signed the 990-EZ
- Robert Overmier, Treasurer
- Phone
- (414) 531-2598
Mission
All volunteer historical society associated with managing all aspects of the history of Trinity Lutheran Church Freistadt from its inception in 1839.
Program accomplishments
- Rebuild of one of the structures within the historical grounds of the church which was destroyed due to an electrical fire.Expenses $650 · grants $6,600
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 84-4170676
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $190,641
- Income (IRS master file)
- $89,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $84,843 | $6,658 | $190,641 | IRS |
| 990-N for 2024 Officer: Robert Overmier | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: Robert Overmier | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Robert B Overmier | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 84-4170676).
Questions about TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY
- What is the EIN of TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY?
- The employer identification number (EIN) of TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY is 84-4170676.
- Is TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRINITY LUTHERAN CHURCH - 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 TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY?
- The 990-N for 2024 names Robert Overmier.
- Who are the officers and directors of TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does TRINITY LUTHERAN CHURCH - HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $84,843, expenses of $6,658 and total assets of $190,641 at year end.
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