CARVER COUNTY HISTORICAL SOCIETY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CARVER COUNTY HISTORICAL SOCIETY INC (EIN 41-6040775)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349305365
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T13:45:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274177412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 CHERRY DRIVE | AddressLine1Txt |
| City | WACONIA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416040775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARVER COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARV | BusinessNameControlTxt |
| Phone | 9524424234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 WEST FIRST STREET | AddressLine1Txt |
| City | WACONIA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN LUND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9524424234 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | LUND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL PETERSON | PreparerPersonNm |
| PTIN | P00257666 | PTIN |
| Phone | 9524424408 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN LUND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 WEST FIRST STREET | AddressLine1Txt |
| City | WACONIA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $475,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARVERCOUNTYHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | ORGANIZATION | OtherOrganizationDsc |
| Formation | 1940 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO COLLECT, PRESERVE AND INTERPRET THE HISTORY OF CARVER COUNTY. TO PRESERVE AND INTERPRET THE ANDREW PETERSON FARM THROUGH THE LENS OF MINNESOTA'S RICH IMMIGRANT AND AGRICULTURAL HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $416,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $461,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,636 | CYInvestmentIncomeAmt |
| PY Other Revenue | $657 | PYOtherRevenueAmt |
| CY Other Revenue | $875 | CYOtherRevenueAmt |
| PY Total Revenue | $432,845 | PYTotalRevenueAmt |
| CY Total Revenue | $474,817 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $207,856 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $217,271 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,695 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,481 | PYOtherExpensesAmt |
| CY Other Expenses | $79,055 | CYOtherExpensesAmt |
| PY Total Expenses | $325,337 | PYTotalExpensesAmt |
| CY Total Expenses | $296,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $107,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $178,491 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $906,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,235,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,408 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $905,760 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,027,735 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO COLLECT, PRESERVE AND INTERPRET THE HISTORY OF CARVER COUNTY. TO PRESERVE AND INTERPRET THE ANDREW PETERSON FARM THROUGH THE LENS OF MINNESOTA'S RICH IMMIGRANT AND AGRICULTURAL HISTORY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $184,270 | ExpenseAmt |
| Desc | MUSEUM EXHIBITS WERE VISITED BY APPROXIMATELY 10,000 PEOPLE. SEVERAL THOUSAND ALSO VISITED THE WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $141 | ExpenseAmt |
| Desc | PUBLIC RESEARCH LIBRARY SERVING PEOPLE THROUGH OUT CARVER COUNTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,310 | ExpenseAmt |
| Desc | INFORMATIONAL PROGRAMS USED TO EDUCATE STUDENTS AND ADULTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $187,721 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY PETERSEN-BIORN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524424234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 WEST FIRST STREET | AddressLine1Txt |
| City | WACONIA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55387 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| LIN DEARDORFF | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| MIKE FAHEY | |||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 |
| MARTA BECKETT | |||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 |
| WENDY PETERSEN BIORN | |||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $60,589 | $0 | $0 |
| MIKE COLEMAN | |||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 |
| BARBARA SWENSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAN LUND | |||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 |
| MARK WILLEMS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| TOM WORKMAN | |||||
| COUNTY LIAISON | 1.00 | Yes (X) | $0 | $0 | $0 |
| PATTI DIETZEL | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| BURTON JOHNSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAVID LAVIN | |||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 |
| MATTHEW MCDOUGALL | |||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOHN P FAHEY | |||||
| COUNTY LIAISON | 1.00 | Yes (X) | $0 | $0 | $0 |
| DEAN HILGERS | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| BRYCE JOHNSON | |||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $60,589 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,153 | MembershipDuesAmt |
| Government Grants | $347,068 | GovernmentGrantsAmt |
| All Other Contributions | $108,698 | AllOtherContributionsAmt |
| Total Contributions | $461,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PETERSON FARM | 713990 | $3,426 | $3,426 |
| PROGRAM/CLASSES, SALES | 713990 | $1,961 | $1,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,636 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,964 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,089 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $875 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,898 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,042 | TotalAmt |
| Program Services | $95,156 | ProgramServicesAmt |
| Management And General | $55,886 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,794 | TotalAmt |
| Program Services | $7,575 | ProgramServicesAmt |
| Management And General | $4,219 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,647 | TotalAmt |
| Program Services | $26,577 | ProgramServicesAmt |
| Management And General | $16,070 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,788 | TotalAmt |
| Program Services | $7,572 | ProgramServicesAmt |
| Management And General | $4,216 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,751 | TotalAmt |
| Program Services | $3,751 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,720 | TotalAmt |
| Program Services | $326 | ProgramServicesAmt |
| Management And General | $2,394 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818 | TotalAmt |
| Fundraising | $1,818 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524 | TotalAmt |
| Program Services | $960 | ProgramServicesAmt |
| Management And General | $564 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,364 | TotalAmt |
| Program Services | $2,119 | ProgramServicesAmt |
| Management And General | $1,245 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,611 | TotalAmt |
| Program Services | $17,573 | ProgramServicesAmt |
| Management And General | $13,038 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,214 | TotalAmt |
| Program Services | $16,214 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,628 | TotalAmt |
| Program Services | $4,628 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAPITAL FUNDRAISING EXP | $7,877 | $7,877 | ||
| OTHER EXPENSE | $3,453 | $2,175 | $1,278 | |
| PROGRAMS | $3,095 | $3,095 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,326 | TotalAmt |
| Program Services | $187,721 | ProgramServicesAmt |
| Management And General | $98,910 | ManagementAndGeneralAmt |
| Fundraising | $9,695 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,845 | BOYAmt |
| EOY | $374,893 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631 | BOYAmt |
| EOY | $631 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $671,804 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,274 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,817 | BOYAmt |
| EOY | $540,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,505 | BOYAmt |
| EOY | $313,661 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,798 | BOYAmt |
| EOY | $1,235,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038 | BOYAmt |
| EOY | $13,403 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $194,005 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038 | BOYAmt |
| EOY | $207,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,955 | BOYAmt |
| EOY | $866,045 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,805 | BOYAmt |
| EOY | $161,690 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,760 | BOYAmt |
| EOY | $1,027,735 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,798 | BOYAmt |
| EOY | $1,235,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $178,491 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,999 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$86,515 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461,919 | CurrentTaxYearAmt |
| Total | $1,924,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461,919 | CurrentTaxYearAmt |
| Total | $1,924,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,924,148 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,636 | CurrentTaxYearAmt |
| Total | $43,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,967,932 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,668 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $181,805 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,035 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,756 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,177 | AdministrativeExpensesAmt |
| End Year Balance | $209,907 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,751 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,894 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,764 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,076 | AdministrativeExpensesAmt |
| End Year Balance | $181,805 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,082 | BeginningYearBalanceAmt |
| Contributions | $119 | ContributionsAmt |
| Investment Earnings Or Losses | $24,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,703 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,302 | AdministrativeExpensesAmt |
| End Year Balance | $176,751 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,069 | BeginningYearBalanceAmt |
| Contributions | $125 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,552 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,245 | AdministrativeExpensesAmt |
| End Year Balance | $161,082 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,901 | BeginningYearBalanceAmt |
| Contributions | $110 | ContributionsAmt |
| Investment Earnings Or Losses | $24,717 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,267 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,391 | AdministrativeExpensesAmt |
| End Year Balance | $177,070 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $274,179 | OtherCostOrOtherBasisAmt |
| Book Value | $274,179 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,274 | DepreciationAmt |
| Book Value | $266,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $540,530 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSIT | $760 |
| NET PENSION LIABILITY | $98,220 |
| DEFERRED INFLOWS OF RESOURSES | $95,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $194,005 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ARE ANYONE INTERSTED IN HISTORY AND PAY ANNUAL DUES AT THE SENIOR,FAMILY, INDIVIDUAL, BUSINESS, AFFILIATE, STUDENT, HONORARY, LIFE ANDSUSTAINING LEVELS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTIONS ARE HELD AT THE HISTORICAL SOCIETY ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD ARE SUBJECT TO APPROVAL OF THE MEMBERS AT ELECTIONS AND THE MEMBER ANNUAL MEETING MAKING REQUESTS RELATED TO THOSE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING AND DISCUSSED AT A BOARD MEETING. THE TREASURER WILL REVIEW THE HIGHLIGHTS OF THE FORMS AND RESPOND TO ANY QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST ARE REVIEWED AND MONITORED BY THE BOARD MEMEBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN ANNUAL REVIEW AND COMPARISON WITH OTHER COUNTY HISTORICAL SOCIETIES ISCOMPLETED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE BY APPOINTMENT OR DURING NORMAL OPERATING HOURS. |
| FORM 990, PART XI, LINE 9: | TO ADJUST FOR PRIOR YEAR ITEMS PER AUDIT -86,515. |
Comments