2022-05-15T18:41:56-07:00 2021-12-31 990 2021-01-01 436071676 PONY EXPRESS HISTORICAL ASSOCIATION INC PONY 8162328206 1202 Penn St Saint Joseph MO 64503 Danielle Hazelton Business Manager 8162328206 2022-05-13 1 11 1 AAL2 2021 2022-09-23 18:48:47Z Patee House Museum Pony Express Historical Association Inc 1202 Penn St Saint Joseph MO 64503 193262 0 X www.ponyexpressjessejames.com X 1963 MO The mission of the Pony Express Historical Association is to interpret the early history and development of Saint Joseph, MO from the days of the Pony Express and Jesse James to the 1920's using authentic artifacts in the buildings where these events actually occurred. 6 6 4 7 0 0 36533 55783 71966 99558 14358 10500 3951 11806 126808 177647 0 0 0 0 153188 148311 0 0 7749 53653 71330 206841 219641 -80033 -41994 5703741 5629657 0 0 5703741 5629657 The mission of the Pony Express Historical Association is to interpret the early history and development of Saint Joseph, MO from the days of the Pony Express and Jesse James to the 1920's using authentic artifacts in the building where these events actually occurred. 0 0 195986 0 177647 The primary purpose of the Pony Express Historical Association is to operate Patee House Museum and the Jesse James Home as historically accurate, educational, and interesting museums where people of all ages can learn and have fun. 4,438 visitors toured. Patee House and the Jesse James Home in 2020. Visitors came from 49 out of 50 states and 19 foreign countries. Patee House is a National Historic Landmark for its role as the Pony Express headquarters and its service as the Provost Marshal's office during the Civil War. Further more Patee House contains an 1860's steam locomotive, stagecoach, a working vintage carousel, and much more all inside the block-square, four-story brick building. The house where the infamous outlaw Jesse James was killed now stands on the grounds of Patee House. Inside there are exhibits explaining the life and death of Jesse, including artifacts from the grave, removed during the exhumation in 1995. The building is also on the National Register of Historic Places. CODE 900099 0 0 0 Resurfaced 20+ year old parking lot at a cost of 20,500. 15,000 was a grant received from Buchanan County. Museums total cost after grant was 5,500. 0 0 0 As headquarters of the Pony Express, Patee House serves as either the start or finish of the annual re-ride put on each year by the National Pony Express Association (NPEA) in June. The Pony Express Historical Association works with members of the NPEA in eight states to plan and stage the relay ride, which uses approximately 550 people to carry commemorative letters 2,000 miles by horseback. Every year, Patee House Museum and the Jesse James Home are the subject of historical documentaries. Crews from around the world come to the museums to research and film at the historic locations and interview museum staff. CODE 900099 0 0 0 195986 1 1 0 0 0 0 1 1 0 0 1 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 1 0 0 0 0 0 0 0 1 0 0 0 4 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 1 1 1 0 MO X Pony Express Historical Association 8162328206 1202 Penn St Saint Joseph MO 64503 Gary Chilcote Museum Director 40 40 X 0 0 0 Lloyd Evans Board President 20 2 X 0 0 0 John Wolfe Board Vice President 6 3 X 0 0 0 Teresa Peters Board Treasurer 20 2 X 0 0 0 Joanna Shaw Board Secretary 2 2 X 0 0 0 Bob Ross Board Member 8 2 X 0 0 0 Heather Eads Board Member 3 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 96 0 20500 35187 0 55783 Patee House Admissions 900099 68878 68878 0 0 Jesse James Home Admissions 900099 30680 30680 0 0 0 0 0 0 99558 10500 10500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 96 24094 15615 8479 8479 0 0 Carousel Rides 900099 3231 3231 0 0 Miscellaneous 900099 96 96 0 0 0 0 0 0 3327 177647 121864 0 0 116991 101493 7749 7749 0 0 0 0 14521 14521 0 0 16799 14279 2520 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 0 355 355 0 0 5241 5241 0 0 1284 642 642 0 0 0 0 0 27057 24351 2706 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 18375 18375 0 0 Capital Improvement 16212 16212 0 0 Credit Card Fees 2232 0 2232 0 Equipment 574 517 57 0 219641 195986 15906 7749 0 0 109304 78611 0 0 0 0 0 0 0 0 0 0 5452 15615 0 0 4166000 0 4166000 4166000 0 0 1422985 1369431 0 0 0 0 0 0 5703741 5629657 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1338003 1273120 4365738 4356537 5703741 5629657 5703741 5629657 X -41994 248882 0 0 0 -280972 X X 0 0 1 1 X 279749 52217 39186 36533 55783 463468 167626 149486 160534 81369 126979 685994 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 447375 201703 199720 117902 182762 1149462 0 0 0 0 0 0 251830 15000 55000 43638 20625 386093 251830 15000 55000 43638 20625 386093 763369 26267 54401 20249 14358 115275 26267 54401 20249 14358 0 115275 473642 256104 219969 132260 182762 1264737 0.60358 0.61310 0.09115 0.10766 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 0 0 0 1 1 3600 0 1 0 4315849 X X 0 0 250000 250000 0 1650000 0 1650000 0 0 0 0 0 0 0 0 0 2266000 0 2266000 4166000 0 F 0 F Commerce Fulkerson Account 926820 F Commerce "Waldo" Restricted 386289 F Edward Jones 56322 F 1369431 Schedule D, Part II, Line 5 Schedule D, Part II, Line 5 - The organizations bylaws outline the monitoring, inspection and handling of violations, and enforcement of the conservation easements it holds. Schedule D, Part II, Line 9 Schedule D, Part II, Line: 9 One of the primary purposes of the PEHA is to preserve and protect the building and it's grounds. The Museum Director and the Building Superintendent spend nearly all their time doing just that. No distinction is made on financial records as to which expenses are related to easements, because the expenses are independent from the easement; this is, the Association had and will continue to maintain and preserve the building with or without an easement in place. Schedule D, Part III, Line 1 Schedule D, Part III, Line 1 - The Association does not capitalize its collection as allowed by SFAS 116, and as such the monetary value of donated historical artifacts are not included in yearly financial statements. A comprehensive list of donations are kept but no monetary values are assigned. Schedule D, Part III, Line 4 Schedule D, Part III, Line 4 - The Association has an extensive collection of artifacts and historical records. The Association operates two museums, Patee House Museum and the Jesse James Home, and many of these artifacts are displayed there. The Association also employs a Librarian/Archivist who goes through documents such as newspapers from the 1800's in search of anything of historical value. X 13 0 SFAS 116 0 0 0 0 Schedule M, Part I, Line 13 The Pony Express Historical Association Inc, records each contribution by instance of donation. For example if someone donates multiple items at one time, that is counted as one donation. If the same person returns another day with more items, that is recorded as a separate donation. The Association does not capitalize its collection as permitted under SFAS 116, and per instructions, "0" is entered into column C. Form 990, Part VI, Section A, Line 6 The Association has member; According to their by-laws anyone may join. There is a yearly fee (currently $15). Form 990, Part VI, Section A, Line 7a Form 990, Part VI, Section A, Line 7a - Each member is entitled to one vote at the annual meeting to elect the Board of Directors Form 990, Part VI, Section A, Line 7b Form 990, Part VI, Section A, Line 7b - Any changes to the by-laws must be voted on by the entire membership. Form 990, Part VI, Section A, Line 8b No such committee exist. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - The form and all required schedules are made available to the Board of Directors for review and input. This tool place at the regular board meeting on May 13, 2021. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - The by-laws state that "no paid employee of the Association shall be eligible for election, appointment or continue to serve as an officer or director of the Association, and no director or officer shall receive compensation for his/her services as director or officer". Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - Line A: The Association Museum Director (the position closest to CEO, Executive Director, etc.) is an unpaid volunteer. Line B: No officers are compensated and no one within the Association qualifies as a "key employee". Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - Governing documents policies, and financial statements may be viewed upon request at Patee House Museum, 1202 Penn St. St. Joseph, MO 64503; 816-232-8206; patee@ponyexpress.net. Requests must allow reasonable time for such materials to be gathered Form 990, Part XI, Line 9 The -280972 loss is revenue is due to loss of revenue because of COVID as well as the $20,500 cost for the resurfacing of our parking lot. Form 990, Part XII, Line 2b Form 990, Part XII, Line 2a - Association by-laws require that a yearly audit be preformed by Association members, but it does not require that these auditors be certified.