The Waukegan Historical Society Inc
The mission of the Waukegan Historical Society is to preserve our history, honor our stories and inspire our future.
The Waukegan Historical Society Inc at a glance
- Total assets
- $1,182,805
- +4.0% vs 2024
- Revenue (2025)
- $186,201
- -86.5% vs 2024
- Net investment income (2025)
- $14,051
- -3.4% vs 2024
- Expenses (2025)
- $141,096
- -75.4% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Waukegan Historical Society Inc funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $500K–1M range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $500K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waukegan Park District Waukegan, IL | Building Improvement | $500,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,182,805 | $186,201 | $141,096 | — | — | $14,051 |
| 2024 | $1,137,700 | $1,377,778 | $574,201 | $500,000 | 1 | $14,548 |
| 2023 | $179,211 | $190,237 | $80,758 | — | — | — |
| 2022 | $68,677 | $157,860 | $49,132 | — | — | — |
About The Waukegan Historical Society Inc
Based on IRS filings
The Waukegan Historical Society Inc is a public charity, based in Waukegan, IL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.2M in total assets. Net investment income was $14K.
Leadership & Key People
Officers and directors from IRS filings
The Waukegan Historical Society Inc is led by Lori Nerheim, President on every filing since 2022; none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lori Nerheim
President
On filings since 2022
10 hrs/week
No compensation reported
Diana Dretske
Director
On filings since 2022
5 hrs/week
No compensation reported
Patrick Cosgrove
Director
On filings since 2022
7 hrs/week
No compensation reported
Vicki Mattson
Director
On filings since 2022
2 hrs/week
No compensation reported
Karen Carlson
Director
On filings since 2023
2 hrs/week
No compensation reported
Maggie Morales
Director
On filings since 2024
3 hrs/week
No compensation reported
Aaron Arnold
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Susan Musacchio
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Theodore Potkonjak
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Dane Morgan
Vice President
Treasurer → Director, 2023
Director → Vice President, 2025
On filings since 2022
3 hrs/week
No compensation reported
Julio Argueta
Secretary
On filings since 2022
2 hrs/week
No compensation reported
Monica Burmeister
Treasurer
Director → Treasurer, 2023
On filings since 2022
7 hrs/week
No compensation reported
Former officers (6)
- Former: Chris Lanning (2022–2024) — Vice President
- Former: Harry Came (2022–2024) — Director
- Former: Joshua Bill (2024) — Immediate Past President
- Former: Josh Bill (2022–2023) — Immediate Past President
- Former: Maryfran Troha (2022–2023) — Director
- Former: Sandy Pokett (2022–2023) — Director
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Waukegan Historical Society Inc
How large is The Waukegan Historical Society Inc?
The Waukegan Historical Society Inc reported $1.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $186K.
Where does The Waukegan Historical Society Inc operate?
The Waukegan Historical Society Inc has awarded grants in Illinois.
What is The Waukegan Historical Society Inc's EIN?
The Waukegan Historical Society Inc's EIN (Employer Identification Number) is 23-7037876. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS August 21, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS June 18, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in The Waukegan Historical Society Inc's focus areas in our free grants database
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Figures come from The Waukegan Historical Society Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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