2022-11-15T13:48:58-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2021-01-01 391579731 FRIENDS OF HEARTHSTONE INC FRIE 9207308204 PO BOX 1777 APPLETON WI 549121777 STEVE JAHNKE CO-PRESIDENT & TREASURER 9207308204 2022-11-15 1 STEVE JAHNKE 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HEARTHSTONE HISTORIC HOUSE MUSEUM STEVE JAHNKE PO BOX 1777 APPLETON WI 549121777 207092 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 3 45 0 0 116357 149331 29955 55699 1178 798 -1039 -676 146451 205152 0 0 0 0 106015 101589 0 0 38560 96781 110369 202796 211958 -56345 -6806 1040559 1060544 5142 4085 1035417 1056459 X HEARTHSTONE 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. 0 0 103279 55699 IN 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. 103279 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 1 0 3 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 & DIRECTOR 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 3165 46287 99879 149331 ADMISSIONS 713990 55699 55699 55699 849 849 950 0 950 950 950 51 -51 -51 -51 263 1889 -1626 -1626 205152 55699 0 122 92600 17500 46060 29040 8989 1699 4471 2819 5408 5408 5844 1948 1948 1948 12102 2134 6238 3730 1722 1722 37786 35135 2651 32700 32133 567 8581 8581 EXHIBITS 2388 2388 EVENT SUPPLIES 1023 1023 LICENSES AND DUES 763 382 381 2052 1379 673 211958 103279 70119 38560 10136 47609 237942 159758 2600 2600 1049351 478361 538142 570990 251739 279587 1040559 1060544 5142 4085 5142 4085 X 1035417 1056459 0 0 1035417 1056459 1040559 1060544 X -6806 27848 X 0 0 0 X 384784 80072 261162 116357 149331 991706 384784 80072 261162 116357 149331 991706 407740 583966 1177 4657 3878 2403 1799 13914 3240 3240 1008860 213578 0.57880 0.53960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 251739 27848 279587 233452 20400 2113 251739 200375 35321 2244 233452 217962 -14427 3160 200375 188255 32727 3020 217962 1.00000 1 0 70953 70953 974983 475937 499046 3415 2424 991 570990 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 279587 279587 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 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.