DUBUQUE COUNTY HISTORICAL SOCIETY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DUBUQUE COUNTY HISTORICAL SOCIETY (EIN 42-6072050)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201803129349300535
- Schema version
- 2017v2.3
- 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 | 2018-11-08T09:41:35-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420946155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HONKAMP KRUEGER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 699 | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 520040699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426072050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUBUQUE COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUBU | BusinessNameControlTxt |
| Phone | 5635579545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 E THIRD STREET | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE DONOHUE | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 5635993667 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDOLPH J MIHM CPA | PreparerPersonNm |
| PTIN | P00142017 | PTIN |
| Phone | 5635560123 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.125.111.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-05 | IPDt |
| IP Tm | 10:56:59 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A01A59AA4BABE8592E6FC1DBD830ED6F01B3884 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KURT STRAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 E THIRD STREET | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,555,779 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MISSISSIPPIRIVERMUSEUM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE STEWARDSHIP BY CREATING EDUCATIONAL EXPERIENCES WHERE HISTORY AND RIVERS COME ALIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,447,829 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,672,001 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,494,276 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,190,964 | CYProgramServiceRevenueAmt |
| PY Investment Income | $161,570 | PYInvestmentIncomeAmt |
| CY Investment Income | $613,670 | CYInvestmentIncomeAmt |
| PY Other Revenue | $598,831 | PYOtherRevenueAmt |
| CY Other Revenue | $371,102 | CYOtherRevenueAmt |
| PY Total Revenue | $4,702,506 | PYTotalRevenueAmt |
| CY Total Revenue | $4,847,737 | 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 | $2,751,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,838,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $233,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,250,286 | PYOtherExpensesAmt |
| CY Other Expenses | $4,027,364 | CYOtherExpensesAmt |
| PY Total Expenses | $7,001,981 | PYTotalExpensesAmt |
| CY Total Expenses | $6,865,999 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,299,475 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,018,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,509,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,158,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,936,562 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,999,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,573,178 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,159,088 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE STEWARDSHIP BY CREATING EDUCATIONAL EXPERIENCES WHERE HISTORY AND RIVERS COME ALIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,068,130 | ExpenseAmt |
| Revenue | $2,591,626 | RevenueAmt |
| Desc | MUSEUM OPERATIONS AND COLLECTIONS - THE MUSEUM IS OPEN 363 DAYS OF THE YEAR AND SERVED 178,717 ONSITE GUESTS IN 2017. THE OPERATIONS INCLUDED INTERPRETING THE HISTORY AND NATURAL LIFE OF THE MISSISSIPPI RIVER AND DUBUQUE THROUGH DIVERSE EXHIBITS AT 2 SITES IN DUBUQUE. THE COLLECTIONS CONSIST OF 2,022 ANIMALS IN OUR LIVING COLLECTION AND 24,000 ARTIFACTS/OBJECTS AS WELL AS OVER 4,400 LINEAR FEET OF ARCHIVAL MATERIAL IN THE HISTORICAL COLLECTION. MANY OF THESE COLLECTIONS ARE ON DISPLAY IN THE 3 BUILDINGS ON BOTH SITES INCLUDING THE LIBRARY WHICH SERVES AS A RESEARCH SITE.EDUCATION - THE MUSEUMS PROVIDED SPECIAL PROGRAMMING FOR 12,966 STUDENT GROUPS AND 13,931 ADULT GROUPS DURING 2017. | Desc |
| Total Program Service Expenses | $6,068,130 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | LocalChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS LANGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5635579545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 E THIRD STREET | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFF BERTSCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M BICKEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL BITTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM BUTLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK DICKSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GRONEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH HASKEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERNESTINE MOSS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ZENY RENIER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK SCHRUP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM WOODWARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE DONOHUE | ||||||
| BOARD CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEN FURST | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAURICE JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHIP MURRAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GINA BLASEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY KNIGHT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STAN RHEINGANS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KURT STRAND | ||||||
| PRESIDENT / CURRENT CEO | 40.00 | $118,746 | $0 | $0 | Yes (X) | |
| LORI THIELEN | ||||||
| TREASURER | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE BUDDE | ||||||
| SECRETARY / FORMER CEO | 40.00 | $24,003 | $0 | $0 | Yes (X) | |
| JIM GANTZ | ||||||
| VICE CHAIR | 3.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT DAVIS | ||||||
| FORMER CEO | 40.00 | $71,582 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $214,331 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTZEN CONSTRUCTION | |||||
| 205 STONE VALLEY DRIVE | DUBUQUE | IA | 52003 | HVAC SYSTEM | $677,456 |
| ROTO GROUP LLC | |||||
| 7001 DISCOVERY BLVD ADMIN OFFICES | DUBLIN | OH | 43017 | EXHIBIT DESIGN | $176,400 |
| NATIONAL GEOGRAPHIC PARTNERS | |||||
| PO BOX 417131 | BOSTON | MA | 02241 | EXHIBIT RENTAL | $115,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $309,495 | MembershipDuesAmt |
| Fundraising | $104,416 | FundraisingAmt |
| Government Grants | $685,825 | GovernmentGrantsAmt |
| All Other Contributions | $572,265 | AllOtherContributionsAmt |
| Total Contributions | $1,672,001 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM ADMISSIONS | 611710 | $1,969,589 | $1,969,589 |
| TOURS AND HISTORIC DIN | 561520 | $221,375 | $221,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,190,964 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,258 | TotalRevenueColumnAmt |
| Exclusion | $212,258 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $401,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $401,412 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,412 | TotalRevenueColumnAmt |
| Exclusion | $401,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,341 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $104,416 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,901 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,560 | TotalRevenueColumnAmt |
| Exclusion | -$29,560 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $940,895 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $641,141 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,754 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $100,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $100,908 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100,908 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,847,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,591,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $584,110 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,746 | TotalAmt |
| Program Services | $93,939 | ProgramServicesAmt |
| Management And General | $15,288 | ManagementAndGeneralAmt |
| Fundraising | $9,519 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,332,808 | TotalAmt |
| Program Services | $1,845,469 | ProgramServicesAmt |
| Management And General | $300,344 | ManagementAndGeneralAmt |
| Fundraising | $186,995 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,026 | TotalAmt |
| Program Services | $33,246 | ProgramServicesAmt |
| Management And General | $5,411 | ManagementAndGeneralAmt |
| Fundraising | $3,369 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,875 | TotalAmt |
| Program Services | $114,610 | ProgramServicesAmt |
| Management And General | $18,652 | ManagementAndGeneralAmt |
| Fundraising | $11,613 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,180 | TotalAmt |
| Program Services | $158,361 | ProgramServicesAmt |
| Management And General | $25,773 | ManagementAndGeneralAmt |
| Fundraising | $16,046 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,088 | TotalAmt |
| Program Services | $3,088 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,387 | TotalAmt |
| Management And General | $39,387 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,463 | TotalAmt |
| Management And General | $36,463 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,346 | TotalAmt |
| Program Services | $159,323 | ProgramServicesAmt |
| Fundraising | $6,023 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,163 | TotalAmt |
| Program Services | $254,163 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,588 | TotalAmt |
| Program Services | $167,933 | ProgramServicesAmt |
| Management And General | $51,655 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,328 | TotalAmt |
| Program Services | $17,328 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,689 | TotalAmt |
| Program Services | $698,689 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,966 | TotalAmt |
| Program Services | $61,966 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,889 | TotalAmt |
| Program Services | $5,889 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,610 | TotalAmt |
| Management And General | $65,610 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860,421 | TotalAmt |
| Program Services | $1,860,421 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,766 | TotalAmt |
| Program Services | $101,766 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EXHIBITS AND OTHER PROJ | $262,906 | $262,906 |
| EVENTS | $77,601 | $77,601 |
| COLLECTIONS AND ARCHIVE | $76,316 | $76,316 |
| DUES AND SUBSCRIPTIONS | $21,806 | $21,806 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,031 | TotalAmt |
| Program Services | $53,310 | ProgramServicesAmt |
| Management And General | $5,721 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,865,999 | TotalAmt |
| Program Services | $6,068,130 | ProgramServicesAmt |
| Management And General | $564,304 | ManagementAndGeneralAmt |
| Fundraising | $233,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,761 | BOYAmt |
| EOY | $37,967 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,856 | BOYAmt |
| EOY | $72,270 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,459 | BOYAmt |
| EOY | $63,153 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,169 | BOYAmt |
| EOY | $298,426 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045 | BOYAmt |
| EOY | $72,502 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,076,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,040,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,080,896 | BOYAmt |
| EOY | $35,035,794 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,353,849 | BOYAmt |
| EOY | $7,124,734 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,705 | BOYAmt |
| EOY | $453,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,509,740 | BOYAmt |
| EOY | $43,158,161 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,845 | BOYAmt |
| EOY | $626,627 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,248 | BOYAmt |
| EOY | $343,012 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $1,989,190 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,469 | BOYAmt |
| EOY | $40,244 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,936,562 | BOYAmt |
| EOY | $2,999,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,098,223 | BOYAmt |
| EOY | $33,879,291 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,511 | BOYAmt |
| EOY | $2,958,079 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,264,444 | BOYAmt |
| EOY | $3,321,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,573,178 | BOYAmt |
| EOY | $40,159,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,509,740 | BOYAmt |
| EOY | $43,158,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,018,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $604,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,111,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,475,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,447,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,568,998 | CurrentTaxYearAmt |
| Total | $6,976,987 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,538,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,266,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,041,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,658,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,272,203 | CurrentTaxYearAmt |
| Total | $15,776,738 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,649,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,639,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,517,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,105,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,841,201 | CurrentTaxYearAmt |
| Total | $22,753,725 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,600 | CurrentTaxYearAmt |
| Total | $409,359 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,580 | CurrentTaxYearAmt |
| Total | $779,028 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $275,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $247,704 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,180 | CurrentTaxYearAmt |
| Total | $1,188,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,565,338 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,258 | CurrentTaxYearAmt |
| Total | $1,022,249 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,258 | CurrentTaxYearAmt |
| Total | $1,022,249 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $246,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $502,320 | CurrentTaxYearAmt |
| Total | $1,002,647 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,936,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,077,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,835,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,373,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,555,779 | CurrentTaxYearAmt |
| Total | $24,778,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89040 | PublicSupportPY509Pct |
| Investment Income CY | 0.04130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 1 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 13.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $480 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | 0 | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,986,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $129,849 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,116,588 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,996,109 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,370 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,986,739 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,879,353 | BeginningYearBalanceAmt |
| Contributions | $79,230 | ContributionsAmt |
| Investment Earnings Or Losses | $37,526 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,996,109 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,554,767 | BeginningYearBalanceAmt |
| Contributions | $310,012 | ContributionsAmt |
| Investment Earnings Or Losses | $14,574 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,879,353 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,089,993 | BeginningYearBalanceAmt |
| Contributions | $155,204 | ContributionsAmt |
| Investment Earnings Or Losses | $309,570 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,554,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,242 | OtherCostOrOtherBasisAmt |
| Book Value | $150,242 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,274,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,585,623 | DepreciationAmt |
| Book Value | $21,689,276 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,185,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $969,795 | DepreciationAmt |
| Book Value | $4,216,097 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $649,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,921 | DepreciationAmt |
| Book Value | $276,334 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,816,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,112,478 | DepreciationAmt |
| Book Value | $8,703,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,035,794 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $40,244 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,244 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,431,426 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $604,172 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $307,939 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $708,041 | OtherRevenueAmt |
| Revenue Not Reported | $1,620,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,811,274 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,463 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,463 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,847,737 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,845,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $307,939 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $708,041 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,015,980 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,829,536 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,463 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,463 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,865,999 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE CONSERVATION EASEMENTS ARE REPORTED IN PROPERTY AND EQUIPMENT ON THE BALANCE SHEET. |
| PART III, LINE 1A: | THE SOCIETY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, ART OBJECTS AND SIMILAR ASSETS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR; AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. |
| PART III, LINE 4: | THE RIVER MUSEUM AND HISTORICAL SOCIETY HAVE COLLECTIONS THAT INTERPRET THE DYNAMIC STORY OF LIFE ON THE MISSISSIPPI RIVER, THE RIVERS OF AMERICA, AND DUBUQUE, IOWA. THEY INCLUDE BUILDINGS, BOATS, ARTIFACTS, TOOLS, TRADE ITEMS, SETTLEMENT ARTIFACTS, PAINTINGS, ORIGINAL MANUSCRIPTS, BOOKS, AND OTHER MATERIALS WHICH HELP INTERPRET THE HISTORY OF DUBUQUE, THE MISSISSIPPI RIVER, AND THE NATION. |
| PART V, LINE 4: | THE BOARD HAS STIPULATED THE ALLOCATION OF INVESTMENT INCOME IN EXCESS OF 5% ANNUAL RETURN BE ADDED FIRST, TO PERMANENTLY RESTRICTED INVESTMENTS, WITH THE EXCESS TO OPERATING INVESTMENTS. AS IT IS THE SOCIETY'S POLICY NOT TO SPEND DOWN THE ENDOWMENT FUNDS, THE SOCIETY BELIEVES THAT THE CURRENT SPENDING POLICY, DESPITE OCCASIONAL ADVERSE MARKET CONDITIONS, WILL ALLOW IT TO MEET ITS OBJECTIVES. THIS IS CONSISTENT WITH THE SOCIETY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURNS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE STATE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 641,141. SPECIAL EVENTS EXPENSES 66,900. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 66,900. COST OF GOODS SOLD 641,141. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
| Licensed States | IA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAPTAINS BALL | Event1Nm |
| Gross Receipts Event1 | $90,851 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $85,645 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,206 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $7,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,860 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,712 | OtherDirectExpensesEvent1Amt |
| Event2 | TASTE OF DUBUQUE | Event2Nm |
| Gross Receipts Event2 | $35,442 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,950 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,492 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $6,653 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,891 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,464 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,821 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,643 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,598 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,887 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $141,757 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $104,416 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,341 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,751 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,660 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,901 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,560 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE PUBLIC MAY PURCHASE ANNUAL MEMBERSHIPS FROM THE ORGANIZATION TO SUPPORT AND VISIT THE MUSEUMS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OFFICERS ARE ELECTED BY THE MEMBERS OF THE BOARD AND HOLD OFFICE FOR ONE YEAR AND UNTIL THEIR SUCCESSORS ARE ELECTED AND HAVE QUALIFIED. THE OFFICERS CONSIST OF A PRESIDENT, VICE-PRESIDENT, SECRETARY, AND TREASURER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AFFAIRS OF THE CORPORATION ARE CONDUCTED AND MANAGED BY THE BOARD OF DIRECTORS CONSISTING OF THE OFFICERS AND TWENTY MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CEO/PRESIDENT AND VP OF OPERATIONS AND FINANCE AND IS DISTRIBUTED TO THE BOARD MEMBERS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S OFFICERS AND GOVERNING BOARD ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY THUS MONITORING ANY POTENTIAL CONFLICTS. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY BOARD MEMBER IS DISCLOSED TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND ALSO WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY BOARD MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING REFLECT THE DISCLOSURE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. ANY NEW MEMBER OF THE BOARD IS ADVISED OF THIS POLICY UPON ENTERING ON THE DUTIES OF OFFICE. THE FORMS ARE REVIEWED BY THE BOARD PRESIDENT AND IF A POTENTIAL CONFLICT IS IDENTIFIED THE BOARD PRESIDENT FOLLOWS UP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO/PRESIDENT AND VP OF OPERATIONS AND FINANCE IS BASED ON ANNUAL EVALUATIONS, WAGE SCALES, AND BOARD APPROVAL. THIS INCLUDES REVIEW OF WAGES IN COMPARISON TO COMPARABLE POSITIONS. THE ORGANIZATION DOCUMENTS AND PROVIDES SUBSTANTIATION FOR THE COMPENSATION PROCESS REGULARLY. THE PROCESS IS UNDERTAKEN AT THE END OF EACH FISCAL YEAR FOR THE NEXT FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FINANCIAL INFORMATION AND INFORMATION CONCERNING THE CONFLICT OF INTEREST POLICY IS AVAILABLE THROUGH THE PUBLIC DISCLOSURE COPY OF THE FORM 990. |
| PAGE 12, PART XII, LINE 1 | THE ACCOUNTING METHOD HAS NOT CHANGED FROM THE PRIOR YEAR. |