2021-11-09T08:29:25-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET PO BOX 1739 APPLETON WI 54912 990 2020-01-01 391579731 FRIENDS OF HEARTHSTONE INC FRIE 9207308204 PO BOX 1777 APPLETON WI 549121777 ANTOINETTE POWELL CO-PRESIDENT & SECRETARY 9207308204 2021-10-27 1 ANTOINETTE POWELL 999009999 MICHAEL VANDENHOGEN P00499282 9207318111 2021-10-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HEARTHSTONE HISTORIC HOUSE MUSEUM ANTOINETTE POWELL PO BOX 1777 APPLETON WI 549121777 149075 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 55 0 0 261162 116357 32153 29955 -5675 1178 -741 -1039 286899 146451 0 0 0 0 77856 106015 0 0 41873 123387 96781 201243 202796 85656 -56345 1076391 1040559 2916 5142 1073475 1035417 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 1 93853 29955 THE IMPACT OF THE COVID-19 PANDEMIC ON THE MUSEUM WAS SEVERE IN 2020. THE MUSEUM WAS CLOSED FOR SEVEN WEEKS IN COMPLIANCE WITH STATE HEALTH ORDERS. AFTER REOPENING, THE MUSEUM INSTITUTED DAILY SANITATION PROCEDURES FOR MUSEUM SURFACES, MANDATED STAFF AND VOLUNTEER HAND WASHING, SUBSTANTIALLY REDUCED GUEST CAPACITIES, IMPOSED SOCIAL DISTANCING REQUIREMENTS, AND IMPOSED MANDITORY MASK WEARING BY GUESTS, STAFF AND VOLUNTEERS. VIRTUAL TOURS, MANDATORY ON-LINE TICKETING FOR EVENTS, AND MANDATORY PAYMENT VIA CREDIT OR DEBIT CARDS BY GUESTS WERE ALSO INSTITUTED. A NUMBER OF EVENTS WERE CANCELLED INCLUDING THE HISTORIC MUSIC CONCERT SERIES AND A SPEAKERS SERIES TIED TO THE "NATIONAL TREASURE" EXHIBIT. DESPITE THIS IMPACT, VOLUNTEERS LED 2346 GUESTS ON TOURS THROUGH THE HISTORIC HOUSE MUSEUM DURING 2020. HEARTHSTONE PROVIDED INNOVATIVE, EDUCATIONAL PROGAMMING FOR CHILDREN AND ADULTS INCLUDING GENERAL TOURS OF THE MUSEUM FOCUSING ON ITS ELECTRICAL HISTORY, PROGRAMMING FOR BLACK HISTORY MONTH, VIRTUAL TOURS FOR GRADE SCHOOL STUDENTS, INVENTION CONVENTION PROGRAMMING IN A LOCAL MIDDLE SCHOOL, HAUNTED TOURS, VICTORIAN CHRISTMAS TOURS, AND PERMANENT EXHIBITS ON INVENTOR LEWIS LATIMER, VICTORIAN LAUNDRY PRACTICES, AND EACH OF THE FAMILIES THAT LIVED IN RESIDENCE PRIOR TO IT BECOMING A MUSEUM. OTHER PERMANENT EXHIBITS WERE RESTORED INCLUDING THE ELECTRICAL DIORAMA AND VELOCIPEDE. THE MUSEUM ALSO CREATED A NUMBER OF DIGITAL PLATFORMS TO ENGAGE GUESTS WHO COULD NOT VISIT IN PERSON. THESE INCLUDED A WALKING TOUR OF HISTORIC PROSPECT AND SELF-GUIDED TOURS OF THE MUSEUM IN ENGLISH AND IN SPANISH. 93853 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 2845 20500 93012 116357 ADMISSIONS 713990 29602 29602 TOURS 713990 263 263 ANNUAL MEETING 713990 90 90 29955 2203 2203 200 0 200 200 200 1025 -1025 -1025 -1025 360 1599 -1239 -1239 146451 29955 0 139 95369 18015 47451 29903 10646 2011 5297 3338 4756 4756 2020 2020 5157 1719 1719 1719 10850 2351 4072 4427 29802 29802 1189 1189 29074 28508 566 7552 7552 EVENT SUPPLIES 2486 2486 EXHIBITS 1346 1346 LICENSES AND DUES 335 335 2214 2214 202796 93853 67070 41873 43124 10136 280775 237942 2600 2600 1014125 475983 516440 538142 233452 251739 1076391 1040559 2916 5142 2916 5142 X 1069838 1035417 3637 0 1073475 1035417 1076391 1040559 X -56345 18287 X 0 0 0 X 121831 384784 80072 261162 116357 964206 121831 384784 80072 261162 116357 964206 435023 529183 1099 1177 4657 3878 2403 13214 3240 3240 980660 201580 0.53960 0.49320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 233452 20400 2113 251739 200375 35321 2244 233452 217962 -14427 3160 200375 188255 32727 3020 217962 177164 14088 2997 188255 1.00000 1 0 70953 70953 937946 472315 465631 4276 2718 1558 950 950 0 538142 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 251739 251739 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 III, LINE 3 SEE CHANGES TO HOW THE ORGANIZATION CONDUCTED ITS PROGRAM SERVICES IN 2020 AS A RESULT OF THE PANDEMIC ON LINE 4A. 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 18,287.