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CARLTON CTY HISTORICAL SOCIETY: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARLTON CTY HISTORICAL SOCIETY (EIN 41-6045649)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-06
IRS object ID
202401279349202755
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-06T14:52:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11502 LONDON ROAD SUITE 200AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55812ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416045649EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARLTON COUNTY HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARLBusinessNameControlTxt
Phone2188791938PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1406 CLOQUET AVENUEAddressLine1Txt
CityCLOQUETCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY FUERSTE SWANSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2188791938PhoneNum
Signature2024-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastFUERSTE SWANSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PETERSON CPAPreparerPersonNm
PTINP01833529PTIN
Phone2187224705PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.CARLTONCOUNTYHISTORY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$99,246GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$80,549ContributionsGiftsGrantsEtcAmt
Program Service Revenue$135ProgramServiceRevenueAmt
Membership Dues$7,682MembershipDuesAmt
Investment Income$29InvestmentIncomeAmt
Gross Sales Of Inventory$4,961GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,759CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$1,202GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$5,890OtherRevenueTotalAmt
Total Revenue$95,487TotalRevenueAmt
Grants And Similar Amounts Paid$4,000GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$47,293SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$5,659FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$10,779OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,859PrintingPublicationsPostageAmt
Other Expenses Total$28,913OtherExpensesTotalAmt
Total Expenses$100,503TotalExpensesAmt
Excess Or Deficit For Year-$5,016ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$160,592NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$155,576NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$44,456BOYAmt
EOY$34,914EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$63,409BOYAmt
EOY$70,455EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$59,538BOYAmt
EOY$57,468EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$167,403BOYAmt
EOY$162,837EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,811BOYAmt
EOY$7,261EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$160,592BOYAmt
EOY$155,576EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO EDUCATE AREA RESIDENTS AND INTERESTED PARTIES ON THE CULTURE AND HISTORY OF THE CARLTON COUNTY AREA, AND TO PRESERVE AND ENRICH HISTORY FOR FUTURE GENERATIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomDEVELOPMENT AND MAINTENANCE OF EXHIBITS AND ONGOING PROGRAMMING AND EDUCATIONAL SERVICES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$4,000GrantsAndAllocationsAmt
Program Service Expenses$83,015ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$83,015TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL KLITZKE
EXECUTIVE DIRECTOR25.00$16,806$0$0
EMILY FUERSTE SWANSON
PRESIDENT1.00$0$0$0
TED LAMMI
VICE PRESIDENT1.00$0$0$0
CYNTHIA JOHNSON
SECRETARY1.00$0$0$0
MARIAN JOHNSON
TREASURER1.00$0$0$0
JOHN CAVANAUGH
DIRECTOR1.00$0$0$0
BRANDON HARTU
DIRECTOR0.50$0$0$0
TOM URBANSKI
DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNITA DAVISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 83AddressLine1Txt
CityCARLTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55718ZIPCd
FieldValueIRS element (for citing)
Phone5158901235PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$147,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,149CurrentTaxYearMinus1YearAmt
Current Tax Year$80,549CurrentTaxYearAmt
Total$449,942TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$147,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87,149CurrentTaxYearMinus1YearAmt
Current Tax Year$80,549CurrentTaxYearAmt
Total$449,942TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,332SubstantialContributorsTotAmt
Public Support Total170$442,610PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19CurrentTaxYearMinus1YearAmt
Current Tax Year$29CurrentTaxYearAmt
Total$135TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,893CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,018CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,526CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,439CurrentTaxYearMinus1YearAmt
Current Tax Year$5,890CurrentTaxYearAmt
Total$20,766TotalAmt
FieldValueIRS element (for citing)
Total Support$470,843TotalSupportAmt
Gross Receipts Rltd Activities$48,376GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94000PublicSupportCY170Pct
Public Support PY1700.95550PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 29. TOTAL TO FORM 990-EZ, LINE 14: 10,779.
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 4,961. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 3,759. GROSS PROFIT: 1,202. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 3,759. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 3,759.
FORM 990-EZ, PART I, LINE 7B - OTHER COSTSDESCRIPTION: MUSEUM STORE. AMOUNT: 3,478. DESCRIPTION: KENNEDY BOOK. AMOUNT: 281. TOTAL INCLUDED ON FORM 990-EZ, PART I, LINE 7B: 3,759.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: OTHER INCOME. AMOUNT: 5,890.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FELLOWSHIP GRANT. GRANTEE NAME: MOOSE LAKE HISTORICAL SOCIETY. AMOUNT GIVEN: 4,000.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 3,754. DESCRIPTION: OTHER EXPENSES. AMOUNT: 7,025.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADVERTISING. AMOUNT: 479. DESCRIPTION: EQUIPMENT RENTAL & REPAIR. AMOUNT: 8,453. DESCRIPTION: EXHIBITS & PROGRAMS. AMOUNT: 9,346. DESCRIPTION: INSURANCE. AMOUNT: 6,311. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 3,899. DESCRIPTION: TECHNOLOGY & WEBSITE. AMOUNT: 425. TOTAL TO FORM 990-EZ, LINE 16: 28,913.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ARTIFACTS. BEG. OF YEAR AMOUNT: 49,700. END OF YEAR AMOUNT: 49,700. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 9,838. END OF YEAR AMOUNT: 7,768.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 6,811. END OF YEAR AMOUNT: 7,261.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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