BETA

FRIENDS OF HEARTHSTONE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF HEARTHSTONE INC (EIN 39-1579731)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349315847
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

FieldValueIRS element (for citing)
Return2022-11-15T13:48:58-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST WASHINGTON STREET PO BOXAddressLine1Txt
Address Line21739AddressLine2Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391579731EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF HEARTHSTONE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone9207308204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1777AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121777ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE JAHNKEPersonNm
Person TitleCO-PRESIDENT & TREASURERPersonTitleTxt
Phone9207308204PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastJAHNKEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL VANDENHOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HEARTHSTONE HISTORIC HOUSE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSTEVE JAHNKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1777AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121777ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$207,092GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEARTHSTONEMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionRESTORATION AND PRESERVATION OF HISTORIC VICTORIAN LANDMARK FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE LOCAL HISTORY OF HEARTHSTONE.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$116,357PYContributionsGrantsAmt
CY Contributions Grants$149,331CYContributionsGrantsAmt
PY Program Service Revenue$29,955PYProgramServiceRevenueAmt
CY Program Service Revenue$55,699CYProgramServiceRevenueAmt
PY Investment Income$1,178PYInvestmentIncomeAmt
CY Investment Income$798CYInvestmentIncomeAmt
PY Other Revenue-$1,039PYOtherRevenueAmt
CY Other Revenue-$676CYOtherRevenueAmt
PY Total Revenue$146,451PYTotalRevenueAmt
CY Total Revenue$205,152CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$106,015PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$101,589CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,560CYTotalFundraisingExpenseAmt
PY Other Expenses$96,781PYOtherExpensesAmt
CY Other Expenses$110,369CYOtherExpensesAmt
PY Total Expenses$202,796PYTotalExpensesAmt
CY Total Expenses$211,958CYTotalExpensesAmt
PY Revenues Less Expenses-$56,345PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,806CYRevenuesLessExpensesAmt
Total Assets BOY$1,040,559TotalAssetsBOYAmt
Total Assets EOY$1,060,544TotalAssetsEOYAmt
Total Liabilities BOY$5,142TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,085TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,035,417NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,056,459NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHEARTHSTONE HISTORIC HOUSE MUSEUM'S MISSION IS TO PRESERVE AND INTERPRET ITS UNIQUE INTERSECTION OF TECHNOLOGY, HISTORY, AND ART MAKING IT TANGIBLE, RELEVANT, AND MEANINGFUL TO THOSE AROUND IT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$103,279ExpenseAmt
Revenue$55,699RevenueAmt
DescIN 2021, HEARTHSTONE PROVIDED INNOVATIVE, EDUCATIONAL PROGAMMING FOR CHILDREN AND ADULTS INCLUDING TOURS OF THE MUSEUM FOCUSING ON ITS ELECTRICAL HISTORY, PROGRAMMING FOR BLACK HISTORY MONTH, ON-SITE AND VIRTUAL TOURS FOR GRADE SCHOOL STUDENTS, INVENTION CONVENTION PROGRAMMING FOR K-12 STUDENTS ACROSS NORTHEASTERN WISCONSIN, HAUNTED TOURS AND EVENTS, AND VICTORIAN CHRISTMAS TOURS AND EVENTS. IN ADDITION, THE MUSEUM FEATURED PERMANENT EXHIBITS ON INVENTOR LEWIS LATIMER, ON VICTORIAN LAUNDRY PRACTICES, AND ON EACH OF THE FAMILIES THAT LIVED IN THE RESIDENCE PRIOR TO IT BECOMING A MUSEUM.ATTENDANCE REBOUNDED FROM 2020 WITH OVER 4900 GUESTS TOURING THE MUSEUM OR ATTENDING EVENTS. IN ADDITION, HEARTHSTONE HOSTED 800 STUDENTS VIRTUALLY FROM ACROSS THE STATE.AT THE SAME TIME, THE MUSEUM COMPLETED THE FINAL PHASE OF ITS THREE YEAR, TOP-TO-BOTTOM EXTERIOR RESTORATION OF THE RESIDENCE. ALL WORK WAS EXECUTED TO DEPARTMENT OF INTERIOR / NATIONAL PARK SERVICE STANDARDS. THE RESTORATION PROJECT WAS COMPLETED ON-TIME AND $40,000 UNDER BUDGET.Desc
Total Program Service Expenses$103,279TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVE JAHNKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9207308204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 W PROSPECT AVENUEAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54911ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE JAHNKE
CO-PRESIDENT & TREASURER1.00Yes (X)Yes (X)$0$0$0
FRED HOIDA
VICE PRESIDENT & DIRECTOR1.00Yes (X)Yes (X)$0$0$0
ANTOINETTE POWELL
CO-PRESIDENT & SECRETARY1.00Yes (X)Yes (X)$0$0$0
MARIA COSTELLO
DIRECTOR1.00Yes (X)$0$0$0
LISA BENNETT
DIRECTOR1.00Yes (X)$0$0$0
JESSE LOCKSTEIN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$3,165MembershipDuesAmt
Government Grants$46,287GovernmentGrantsAmt
All Other Contributions$99,879AllOtherContributionsAmt
Total Contributions$149,331TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMISSIONSDesc
Business713990BusinessCd
Total Revenue Column$55,699TotalRevenueColumnAmt
Related Or Exempt Func Income$55,699RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$55,699TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$849TotalRevenueColumnAmt
Exclusion$849ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$950RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$950RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$950TotalRevenueColumnAmt
Exclusion$950ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$51OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$51OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$51TotalRevenueColumnAmt
Exclusion-$51ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$263GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,889CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,626TotalRevenueColumnAmt
Exclusion-$1,626ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$205,152TotalRevenueColumnAmt
Related Or Exempt Func Income$55,699RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$122ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,600TotalAmt
Program Services$17,500ProgramServicesAmt
Management And General$46,060ManagementAndGeneralAmt
Fundraising$29,040FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,989TotalAmt
Program Services$1,699ProgramServicesAmt
Management And General$4,471ManagementAndGeneralAmt
Fundraising$2,819FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,408TotalAmt
Management And General$5,408ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,844TotalAmt
Program Services$1,948ProgramServicesAmt
Management And General$1,948ManagementAndGeneralAmt
Fundraising$1,948FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,102TotalAmt
Program Services$2,134ProgramServicesAmt
Management And General$6,238ManagementAndGeneralAmt
Fundraising$3,730FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,722TotalAmt
Management And General$1,722ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,786TotalAmt
Program Services$35,135ProgramServicesAmt
Management And General$2,651ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,700TotalAmt
Program Services$32,133ProgramServicesAmt
Management And General$567ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,581TotalAmt
Program Services$8,581ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EXHIBITS$2,388$2,388
EVENT SUPPLIES$1,023$1,023
LICENSES AND DUES$763$382$381

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,052TotalAmt
Program Services$1,379ProgramServicesAmt
Management And General$673ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$211,958TotalAmt
Program Services$103,279ProgramServicesAmt
Management And General$70,119ManagementAndGeneralAmt
Fundraising$38,560FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,136BOYAmt
EOY$47,609EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$237,942BOYAmt
EOY$159,758EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,600BOYAmt
EOY$2,600EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,049,351LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$478,361LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$538,142BOYAmt
EOY$570,990EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$251,739BOYAmt
EOY$279,587EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,040,559BOYAmt
EOY$1,060,544EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,142BOYAmt
EOY$4,085EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,142BOYAmt
EOY$4,085EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,035,417BOYAmt
EOY$1,056,459EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,035,417BOYAmt
EOY$1,056,459EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,040,559BOYAmt
EOY$1,060,544EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,806ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$27,848OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$384,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$261,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,357CurrentTaxYearMinus1YearAmt
Current Tax Year$149,331CurrentTaxYearAmt
Total$991,706TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$384,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$261,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$116,357CurrentTaxYearMinus1YearAmt
Current Tax Year$149,331CurrentTaxYearAmt
Total$991,706TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$407,740SubstantialContributorsTotAmt
Public Support Total170$583,966PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,177CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,403CurrentTaxYearMinus1YearAmt
Current Tax Year$1,799CurrentTaxYearAmt
Total$13,914TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$3,240CurrentTaxYearMinus3YearsAmt
Total$3,240TotalAmt
FieldValueIRS element (for citing)
Total Support$1,008,860TotalSupportAmt
Gross Receipts Rltd Activities$213,578GrossReceiptsRltdActivitiesAmt
Public Support CY1700.57880PublicSupportCY170Pct
Public Support PY1700.53960PublicSupportPY170Pct
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 D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$251,739BeginningYearBalanceAmt
Investment Earnings Or Losses$27,848InvestmentEarningsOrLossesAmt
End Year Balance$279,587EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,452BeginningYearBalanceAmt
Investment Earnings Or Losses$20,400InvestmentEarningsOrLossesAmt
Administrative Expenses$2,113AdministrativeExpensesAmt
End Year Balance$251,739EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200,375BeginningYearBalanceAmt
Investment Earnings Or Losses$35,321InvestmentEarningsOrLossesAmt
Administrative Expenses$2,244AdministrativeExpensesAmt
End Year Balance$233,452EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$217,962BeginningYearBalanceAmt
Investment Earnings Or Losses-$14,427InvestmentEarningsOrLossesAmt
Administrative Expenses$3,160AdministrativeExpensesAmt
End Year Balance$200,375EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$188,255BeginningYearBalanceAmt
Investment Earnings Or Losses$32,727InvestmentEarningsOrLossesAmt
Administrative Expenses$3,020AdministrativeExpensesAmt
End Year Balance$217,962EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,953OtherCostOrOtherBasisAmt
Book Value$70,953BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$974,983OtherCostOrOtherBasisAmt
Depreciation$475,937DepreciationAmt
Book Value$499,046BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,415OtherCostOrOtherBasisAmt
Depreciation$2,424DepreciationAmt
Book Value$991BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$570,990TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONDesc
Book Value$279,587BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$279,587TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CBOARD 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 19THE MUSEUM MAKES ITS GOVERNING DOCUMENTS 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 27,848.

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