← OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY

Form 990 for tax year 2023

Filed by OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY.

Totals

Total revenue: $182,478
Total expenses: $75,624
Contributions and grants received: $180,228
Grants paid: $0
Program service revenue: $2,181
Investment income: $69
Other revenue: $0
Total assets, end of year: $593,391
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $593,391
Program services expenses (Part IX): $67,628
Management and general expenses: $7,996
Fundraising expenses: $0
Program service expenses (Part III): $67,628

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$2,675
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$177,553
1g · Noncash contributions included above

$0
2f · All other program service revenue

total $2,181 · related or exempt $0 · unrelated business $0 · excluded $2,181
3 · Investment income

total $69 · related or exempt $69 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

11b · Fees: legal

total $1,203 · program services $0 · management and general $1,203 · fundraising $0
13 · Office expenses

total $8,755 · program services $8,755
14 · Information technology

total $4,600 · program services $4,600
16 · Occupancy

total $37,896 · program services $33,896 · management and general $4,000
22 · Depreciation, depletion and amortization

total $20,377 · program services $20,377
23 · Insurance

total $2,793 · management and general $2,793

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $20,695 · end of year $15,412
2 · Savings and temporary cash investments

beginning of year $151,068 · end of year $36,107
3 · Pledges and grants receivable

beginning of year $0 · end of year $0
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$850,311
10b · Land, buildings and equipment: accumulated depreciation

$308,439
10c · Land, buildings and equipment, net

beginning of year $314,774 · end of year $541,872
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0
27 · Net assets without donor restrictions

beginning of year $486,537 · end of year $593,391
28 · Net assets with donor restrictions

beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Collect, preserve & disseminate Oceana County History.

Operated a research center/headquarters building in Hart, Michigan which collects and preserves historical records and documents including genealogical records; Researches and answers requests from public; Conducts Tours of Building; Approximately 250 persons served

Expenses $22,209 · Revenue $13,547
Operated a Historical Park in Mears, Michigan consisting of 8 buildings; Acquired and preserved historical artifacts; Held Open-Houses at the Historical Park and conducted tours of the buildings; Approximately 500 persons were served

Expenses $44,419 · Revenue $3,742
Published Oceana History articles in local newspapers and in its Quarterly Newsletter. Approximately 10,000 persons were able to view these publications.

Expenses $1,000 · Revenue $6,000

As filed on the 2023 return.

Listed in Part VII

Paul Erickson

President

Total calculated

$0

Hours/week

6
Carl Wiegand

Vice-President

Total calculated

$0

Hours/week

5
Sharon Hallack

Recording Secretary

Total calculated

$0

Hours/week

8
Amanda Dodge

Corresponding Secretary

Total calculated

$0

Hours/week

3
Dennis Gale

Treasurer

Total calculated

$0

Hours/week

5
Walter Urick

Past President

Total calculated

$0

Hours/week

3
Tina Kinsley

Board Member

Total calculated

$0

Hours/week

3
Karen Urick

Board Member

Total calculated

$0

Hours/week

6
Dean Gentel

Board Member

Total calculated

$0

Hours/week

2
Ron Rash

Board Member

Total calculated

$0

Hours/week

2
Larry Osborne

Board Member

Total calculated

$0

Hours/week

2
Jeff Lathers

Board Member

Total calculated

$0

Hours/week

3
Mort Wiegand

Board Member

Total calculated

$0

Hours/week

4
Georgia Dennison

Board Member

Total calculated

$0

Hours/week

2
Brad Moul

Board Member

Total calculated

$0

Hours/week

2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 28 March 2025
IRS schema version: 2023v6.0
Source object: 202500969349300700

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