BETA

FRIENDS OF HEARTHSTONE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF HEARTHSTONE INC (EIN 39-1579731)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-21
IRS object ID
201912339349301006
Schema version
2018v3.1
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)
Return2019-08-21T12:12:44-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 E WASHINGTON ST PO BOX 1739AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121739ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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)
PersonANTOINETTE POWELLPersonNm
Person TitleCO-PRESIDENT & SECRETARYPersonTitleTxt
Phone9207308204PhoneNum
Signature2019-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE VANDEN HOGENPreparerPersonNm
PTINP00499282PTIN
Phone9207318111PhoneNum
Preparation2019-07-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-01IPDt
IP Tm10:31:17IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAAA3AE9BDF6734101642B97DAF1FCA69E104ADE4AtSubmissionCreationDeviceId
At Submission Filing Device IdE040B2770505A3F16F9A7AC2717A59038D958ED9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HEARTHSTONE HISTORIC HOUSE MUSEUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerANTOINETTE POWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1777AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP549121777ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$140,224GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$384,784PYContributionsGrantsAmt
CY Contributions Grants$80,072CYContributionsGrantsAmt
PY Program Service Revenue$33,214PYProgramServiceRevenueAmt
CY Program Service Revenue$41,135CYProgramServiceRevenueAmt
PY Investment Income$827PYInvestmentIncomeAmt
CY Investment Income$3,466CYInvestmentIncomeAmt
PY Other Revenue$5,747PYOtherRevenueAmt
CY Other Revenue$5,814CYOtherRevenueAmt
PY Total Revenue$424,572PYTotalRevenueAmt
CY Total Revenue$130,487CYTotalRevenueAmt
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$38,103PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$64,180CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,532CYTotalFundraisingExpenseAmt
PY Other Expenses$96,108PYOtherExpensesAmt
CY Other Expenses$103,110CYOtherExpensesAmt
PY Total Expenses$134,211PYTotalExpensesAmt
CY Total Expenses$167,290CYTotalExpensesAmt
PY Revenues Less Expenses$290,361PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$36,803CYRevenuesLessExpensesAmt
Total Assets BOY$1,012,396TotalAssetsBOYAmt
Total Assets EOY$957,808TotalAssetsEOYAmt
Total Liabilities BOY$3,264TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,066TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,009,132NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$954,742NetAssetsOrFundBalancesEOYAmt
MissionRESTORATION AND PRESERVATION OF HISTORIC VICTORIAN LANDMARK FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE LOCAL HISTORY OF HEARTHSTONE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$82,417ExpenseAmt
Revenue$41,135RevenueAmt
DescVOLUNTEERS LED OVER 4,000 TOURS THROUGH THE HISTORIC HOUSE MUSEUM DURING 2018. HEARTHSTONE PROVIDED INNOVATIVE, EDUCATIONAL PROGRAMMING FOR CHILDREN AND ADULTS INCLUDING A FAMILY FESTIVAL, HAUNTED TOURS, VICTORIAN CHRISTMAS TOURS, AND TEMPORARY EXHIBITS FOCUSING ON THE CIVIL WAR AND THE WORLD'S FAIRS IN AMERICA.Desc
Total Program Service Expenses$82,417TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 (8 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
CHERYL KACZMAREK
PAST PRESIDENT & DIRECTOR1.00Yes (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 LOCKSEIN
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH MARES
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$7,048MembershipDuesAmt
Fundraising$500FundraisingAmt
All Other Contributions$72,524AllOtherContributionsAmt
Noncash Contributions$10,909NoncashContributionsAmt
Total Contributions$80,072TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS713990$38,042$38,042
TOURS713990$2,573$2,573
ANNUAL MEETING713990$520$520
FieldValueIRS element (for citing)
Total Program Service Revenue$41,135TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,466TotalRevenueColumnAmt
Exclusion$3,466ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,191RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,191RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,191TotalRevenueColumnAmt
Exclusion$1,191ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,132FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$500ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,892FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,240TotalRevenueColumnAmt
Exclusion$3,240ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,228GrossSalesOfInventoryAmt
Cost Of Goods Sold$845CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,383TotalRevenueColumnAmt
Exclusion$1,383ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$130,487TotalRevenueColumnAmt
Related Or Exempt Func Income$41,135RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,280ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,280TotalAmt
Program Services$14,820ProgramServicesAmt
Management And General$20,748ManagementAndGeneralAmt
Fundraising$23,712FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,900TotalAmt
Program Services$1,225ProgramServicesAmt
Management And General$1,715ManagementAndGeneralAmt
Fundraising$1,960FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,955TotalAmt
Management And General$7,955ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,573TotalAmt
Management And General$6,573ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,408TotalAmt
Program Services$693ProgramServicesAmt
Management And General$4,023ManagementAndGeneralAmt
Fundraising$692FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,283TotalAmt
Program Services$2,132ProgramServicesAmt
Management And General$6,260ManagementAndGeneralAmt
Fundraising$3,891FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,458TotalAmt
Program Services$26,458ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,709TotalAmt
Management And General$1,709ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,558TotalAmt
Program Services$23,623ProgramServicesAmt
Management And General$935ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,142TotalAmt
Program Services$8,142ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
EVENT SUPPLIES$4,277$4,277
CURATORIAL$1,866$1,866
VOLUNTEER RECOGNITION$1,677$1,677
EXHIBITS$1,420$1,420

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$784TotalAmt
Program Services$361ProgramServicesAmt
Management And General$423ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$167,290TotalAmt
Program Services$82,417ProgramServicesAmt
Management And General$50,341ManagementAndGeneralAmt
Fundraising$34,532FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,120BOYAmt
EOY$20,864EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$399,512BOYAmt
EOY$309,675EOYAmt

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$921,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$497,206LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$371,202BOYAmt
EOY$424,294EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$217,962BOYAmt
EOY$200,375EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,012,396BOYAmt
EOY$957,808EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,264BOYAmt
EOY$3,066EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,264BOYAmt
EOY$3,066EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$996,759BOYAmt
EOY$941,089EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,373BOYAmt
EOY$13,653EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,009,132BOYAmt
EOY$954,742EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,012,396BOYAmt
EOY$957,808EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$36,803ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$17,587OtherChangesInNetAssetsAmt
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$68,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,961CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,831CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$384,784CurrentTaxYearMinus1YearAmt
Current Tax Year$80,072CurrentTaxYearAmt
Total$718,930TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,961CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,831CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$384,784CurrentTaxYearMinus1YearAmt
Current Tax Year$80,072CurrentTaxYearAmt
Total$718,930TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$348,053SubstantialContributorsTotAmt
Public Support Total170$370,877PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,177CurrentTaxYearMinus1YearAmt
Current Tax Year$4,657CurrentTaxYearAmt
Total$8,890TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$3,240CurrentTaxYearAmt
Total$3,240TotalAmt
FieldValueIRS element (for citing)
Total Support$731,060TotalSupportAmt
Gross Receipts Rltd Activities$201,913GrossReceiptsRltdActivitiesAmt
Public Support CY1700.50730PublicSupportCY170Pct
Public Support PY1700.49670PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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$217,962BeginningYearBalanceAmt
Investment Earnings Or Losses-$14,427InvestmentEarningsOrLossesAmt
Administrative Expenses$3,160AdministrativeExpensesAmt
End Year Balance$200,375EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$188,255BeginningYearBalanceAmt
Investment Earnings Or Losses$32,727InvestmentEarningsOrLossesAmt
Administrative Expenses$3,020AdministrativeExpensesAmt
End Year Balance$217,962EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$177,164BeginningYearBalanceAmt
Investment Earnings Or Losses$14,088InvestmentEarningsOrLossesAmt
Administrative Expenses$2,997AdministrativeExpensesAmt
End Year Balance$188,255EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$185,434BeginningYearBalanceAmt
Investment Earnings Or Losses-$5,468InvestmentEarningsOrLossesAmt
Administrative Expenses$2,802AdministrativeExpensesAmt
End Year Balance$177,164EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$181,107BeginningYearBalanceAmt
Contributions$100ContributionsAmt
Investment Earnings Or Losses$7,040InvestmentEarningsOrLossesAmt
Administrative Expenses$2,813AdministrativeExpensesAmt
End Year Balance$185,434EndYearBalanceAmt
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$840,612OtherCostOrOtherBasisAmt
Depreciation$491,426DepreciationAmt
Book Value$349,186BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,485OtherCostOrOtherBasisAmt
Depreciation$2,372DepreciationAmt
Book Value$3,113BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,450OtherCostOrOtherBasisAmt
Depreciation$3,408DepreciationAmt
Book Value$1,042BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$424,294TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONDesc
Book Value$200,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$200,375TotalBookValueOtherAssetsAmt

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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VISECTION B. POLICIES: A CONFLICT OF INTEREST POLICY AND RECORDS AND RETENTION POLICY WILL BE ADOPTED IN 2019.
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 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 -17,587.

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