2025-04-12T12:39:26-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 391579731 FRIENDS OF HEARTHSTONE INC FRIE 9207308204 PO BOX 1777 APPLETON WI 549121777 ANTOINETTE POWELL PRESIDENT 9207308204 2025-04-08 1 0 MICHAEL VANDENHOGEN P00499282 9207318111 2025-04-08 2023 2025-03-06 01:10:19Z HEARTHSTONE HISTORIC HOUSE MUSEUM ANTOINETTE POWELL PO BOX 1777 APPLETON WI 549121777 219165 0 X WWW.HEARTHSTONEMUSEUM.ORG X 1986 WI RESTORATION AND PRESERVATION OF HISTORIC VICTORIAN LANDMARK FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE LOCAL HISTORY OF HEARTHSTONE. 6 6 5 50 0 0 135863 123446 75308 88934 942 1910 -1374 3201 210739 217491 0 0 0 0 102931 190533 0 0 61747 122219 129821 225150 320354 -14411 -102863 1005521 920092 6559 0 998962 920092 HEARTHSTONE HISTORIC HOUSE MUSEUM'S MISSION IS TO PRESERVE AND INTERPRET ITS UNIQUE INTERSECTION OF TECHNOLOGY, HISTORY, AND ART REPRESENTED BY THE 1882 RESIDENCE MAKING IT TANGIBLE, RELEVANT, AND MEANINGFUL TO THOSE AROUND IT. 0 0 179747 88934 IN 2023, THE MUSEUM PROVIDED INNOVATIVE, EDUCATIONAL PROGRAMMING FOR CHILDREN AND ADULTS INCLUDING TOURS FOCUSING ON ITS TECHNOLOGICAL HISTORY, IMMIGRATION IN AMERICA, VICTORIAN MOURNING TRADITIONS, VICTORIAN CHRISTMAS TRADITIONS AND OTHER TOPICS. THE MUSEUM FEATURED PERMANENT EXHIBITS ON LEWIS LATIMER, EARLY LIGHTING AND ELECTRICAL SYSTEMS, AND THE FOUNDING OF THE PAPER INDUSTRY. IN ADDITION, THE MUSEUM PROVIDED WIDE-RANGING EDUCATION PROGRAMMING INCLUDING ON-SITE AND VIRTUAL TOURS FOR GRADE SCHOOL STUDENTS BY GRADE BAND AND THROUGH ITS INVENTION CONVENTION PROGRAMMING. 179747 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 WI X STEVE JAHNKE 9207308204 625 W PROSPECT AVENUE APPLETON WI 54911 X STEVE JAHNKE CO-PRESIDENT & TREASURER 1.00 X X 0 0 0 FRED HOIDA VICE PRESIDENT 1.00 X X 0 0 0 ANTOINETTE POWELL CO-PRESIDENT & SECRETARY 1.00 X X 0 0 0 MARIA COSTELLO DIRECTOR 1.00 X 0 0 0 LISA BENNETT DIRECTOR 1.00 X 0 0 0 JESSE LOCKSTEIN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7597 115849 123446 ADMISSIONS 713990 88332 88332 TOURS 713990 602 602 88934 1910 1910 4875 1674 3201 3201 217491 88934 0 5111 164598 92175 28969 43454 25935 14525 4564 6846 14073 14073 8041 8041 6584 3292 3292 10583 881 1547 8155 11894 11180 714 39315 38529 786 5723 5723 EXHIBITS, CURATION, COL 9623 9623 MAINTENANCE, GROUNDS, S 8006 5284 2722 LICENSES AND DUES 1957 1957 14022 4258 9764 320354 179747 78860 61747 37679 20548 185671 77444 2600 3405 1113189 554988 543070 558201 236501 260494 1005521 920092 6559 6559 0 X 998962 920092 998962 920092 1005521 920092 X -102863 23993 X 0 0 0 X 261162 116357 149331 135863 123446 786159 261162 116357 149331 135863 123446 786159 154759 631400 3878 2403 1799 942 1910 10932 797091 282327 0.79210 0.78260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 236501 23993 260494 279587 -43086 236501 251739 27848 279587 233452 20400 2113 251739 200375 35321 2244 233452 1.00000 1 0 70953 70953 1038821 551573 487248 3415 3415 0 558201 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 260494 260494 PART III, LINE 1A: THE ORGANIZATION HAS A COLLECTION OF PAINTINGS, FURNISHINGS, AND SIMILAR ITEMS FROM THE 19TH CENTURY THAT ARE ON DISPLAY IN THE HEARTHSTONE. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS. THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT RESTRICTIONS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN NET ASSETS WITH RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF REVENUES, EXPENSES, AND OTHER CHANGES IN NET ASSETS-CASH BASIS. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF REVENUES, EXPENSES, AND OTHER CHANGES IN NET ASSETS-CASH BASIS BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: THE MUSEUM HOUSES HISTORICAL FURNITURE, BOOKS, AND ARTIFACTS PERTAINING TO THE LATE 19TH CENTURY. IT ALSO HOUSES A COLLECTION OF ELECTRICAL ARTIFACTS THAT HELP TELL THE STORY OF EARLY ELECTRICITY IN AMERICA. PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE A PERMANENT SOURCE OF SUPPORT FOR THE MUSEUM. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. THE BOARD PRESIDENT REVIEWED THE FORM 990, BEFORE SIGNING AND FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ANNUALLY SIGN AN AGREEMENT TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST AND MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR REVIEWS AND EVALUATES ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE. ANY BOARD MEMBER OR OFFICER WITH A CONFLICT OF INTEREST MAY NOT VOTE ON MATTERS CONCERNING THAT INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RETURN ON BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 23,993. THIS TAX RETURN WAS NOT FILED IN A TIMELY MANNER FOR THE FOLLOWING REASON: INCAPACITY OF THE TREASURER - THE TREASURER, WHO WAS THE CUSTODIAN OF ALL FILES AND WHO ORGANIZED THE MUSEUM'S BOOKS ON ACCOUNTING SOFTWARE LOCATED ON AN EXTERNAL HARD DRIVE IN HIS HOME, BECAME INCREASINGLY ILL OVER THE COURSE OF 2024. IT IS THIS WRITER'S UNDERSTANDING THAT, IN MANY WAYS, THE TREASURER WAS NOT HONEST WITH HIMSELF NOR WITH THE BOARD REGARDING HOW ILL HE WAS. HE DID NOT SEEK TREATMENT. HIS CONDITION BECAME INCREASINGLY WORSE. HE APPARENTLY HAD ALL THE BEST INTENTIONS THAT HE WOULD FULFILL HIS DUTIES AS TREASURER JUST LIKE HE HAD DONE FOR THE PAST FIFTEEN YEARS. HOWEVER, IN THE FALL OF LAST YEAR HIS HEALTH BEGAN TO FAIL FAST. HE TRIED TO GET SOME NEEDED REPORTS OUT TO GRANTORS REQUESTING INFORMATION. HE THEN LAPSED INTO INCAPACITY, BECAME UNRESPONSIVE, AND WAS HOSPITALIZED. HE MISSED THE DEADLINE FOR THE FILING. UNAWARE OF THE TREASURER'S FAILING HEALTH, THE ACCOUNTANTS REPEATEDLY ASKED HIM, BY EMAIL, FOR INFORMATION REQUIRED FOR THE FILING. THESE WENT, OF COURSE, UNANSWERED. IT WAS ONLY WHEN THE ACCOUNTANTS REACHED OUT TO OTHERS ON THE BOARD AND TO THE EXECUTIVE DIRECTOR IN THE MIDDLE OF MARCH OF THIS YEAR THAT THE FULL EXTENT OF THE PROBLEM WAS REALIZED. AFTER REPEATED EFFORTS, THE TREASURER'S SON DID AN ADMIRABLE JOB FINDING THE EXTERNAL HARD DRIVE IN THE TREASURER'S HOME. THIS WAS THEN ANALYZED BY THE MUSEUM'S IT PERSON AND, AFTER CONSIDERABLE EFFORT, THE ACCOUNTING WAS FINALLY ACCESSED. THIS FORM 990 AND RELATED SCHEDULES WERE THEN PREPARED IN 96 HOURS TO MEET STATE DEADLINES. WITH THE ABOVE IN MIND, THE BOARD AND STAFF OF FRIENDS OF HEARTHSTONE, INC. ASKS THAT THE LATE FILING PENALTIES BE WAIVED. THIS IS THE FIRST TIME, AT LEAST IN THE WRITER'S KNOWLEDGE, THAT IN THE INSTITUTION'S 39 YEAR HISTORY THAT THE 990 FILING WAS NOT DONE IN A TIMELY MANNER. ANY CONSIDERATION WOULD BE DEEPLY APPRECIATED. THE MUSEUM NOW HAS SAFEGUARDS IN PLACE (CLOUD-BASED ACCOUNTING, MULTIPLE STAFF AND BOARD MEMBERS WITH ACCESS TO ALL RECORDS, ETC.) TO ENSURE THAT THE PROBLEMS EXPERIENCED WITH THIS FILING WILL NEVER BE REPEATED.