PIONEER AND HISTORICAL SOCIETY OF MUSKINGUM COUNTY OHIO: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PIONEER AND HISTORICAL SOCIETY OF MUSKINGUM COUNTY OHIO (EIN 31-6059490)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-27
IRS object ID
201431479349200123
Schema version
2013v3.1
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)
Return2014-05-27T14:24:36-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON WALTMAN HILL LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8200AddressLine1
CityZANESVILLECity
StateOHState
ZIP Code437028200ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316059490EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIONEER & HISTORICAL SOCIETY OFBusinessNameLine1
Business Name Line2MUSKINGUM COUNTY OHIOBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPIONBusinessNameControlTxt
Phone7404549500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 JEFFERSON STAddressLine1
CityZANESVILLECity
StateOHState
ZIP Code43701ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONNA TAYLORPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7404549500PhoneNum
Signature2014-05-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR DEAN HILL CPAPreparerPersonNm
PTINP00153074PTIN
Phone7404548852PhoneNum
Preparation2014-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressHTTP://WWW.MUSKINGUMHISTORY.ORG/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$139,733GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$74,526ContributionsGiftsGrantsEtcAmt
Membership Dues$3,040MembershipDuesAmt
Investment Income$59,991InvestmentIncomeAmt
Sale Of Assets Gross$180SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$180GainOrLossFromSaleOfAssetsAmt
Other Revenue Total$1,996OtherRevenueTotalAmt
Total Revenue$139,733TotalRevenueAmt
Salaries Other Comp Empl Bnft$19,968SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,969FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$18,763OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,140PrintingPublicationsPostageAmt
Other Expenses Total$15,886OtherExpensesTotalAmt
Total Expenses$58,726TotalExpensesAmt
Excess Or Deficit For Year$81,007ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$388,189NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$469,196NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$204,801BOYAmt
EOY$276,515EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$27,853BOYAmt
EOY$27,853EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$156,412BOYAmt
EOY$165,785EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$389,066BOYAmt
EOY$470,153EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$877BOYAmt
EOY$957EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$388,189BOYAmt
EOY$469,196EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO "PERPETUATE THE HISTORY OF MUSKINGUM COUNTY, OHIO, THE MEMORY OF THE PIONEERS WHO SETTLED IN THIS SECTION OF THE COUNTY, TO COLLECT A MUSEUM OF ARTICLES OF HISTORICAL INTEREST AND TO PRESERVE THESE INTACT FOR FUTURE GENERATIONS." QUOTED FROM THE ORGAINIZATION'S BYLAWS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND INDIVIDUALS TO FURTHER THEIR KNOWLEDGE ABOUT THE HISTORY OF OUR COMMUNITY.
TWICE YEARY PUBLICATIONS OF "MUSKINGUM JOURNAL", A BOOKLET CONTAINING MONOGRAPHS ON THE HISTORY OF MUSKINGUM COUNTY AND SOUTHEASTERN OHIO. DISTRIBUTED FREE TO MEMBERS AND TO ALL HIGH SCHOOL AND COLLEGE LIBRARIES IN MUSKINGUM COUNTY.
PUBLICATION OF "MUSKINGUM SPEAKING", THE QUARTERLY NEWSLETTER OF THE PIONEER AND HISTORICAL SOCIETY. THE NEWSLETTER CONTAINS NEWS OF CURRENT ACTIVITIES OF THE SOCIETY, CONTACT INFORMATION, REPORTS FROM OFFICERS AND COMMITTEES AND SHORT ARTICLES OF HISTORICAL INTEREST. DISTRIBUTED FREE TO MEMBERS AND VARIOUS SERVICE CLUBS AND ORGANIZATIONS.
OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND INDIVIDUALS TO FURTHER THEIR KNOWLEDGE ABOUT THE HISTORY OF OUR COMMUNITY.$58,730
FieldValueIRS element (for citing)
Total Program Service Expenses$58,730TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT JENKINS
PRESIDENT4.00$0
JERRY SIMERAL
VICE PRESIDE0.50$0
JANET JAMES
SECRETARY0.75$0
MORTEN BACH
BOARD OF TRU0.50$0
FLOYD FELUMLEE
BOARD OF TRU1.50$0
GARY FELUMLEE
BOARD OF TRU0.50$0
STEPHANIE KLINE
BOARD OF TRU0.75$0
JAMES MCDONALD
BOARD OF TRU3.65$0
ANN BURKHART
BOARD OF TRU2.50$0
DAVID TAYLOR
CURATOR20.00$0
ALAN KING
BOARD OF TRU0.50$0
JOHN LEAR
BOARD OF TRU0.50$0
CHRISTINE WICKLINE
BOARD OF TRU1.25$0
MICHAEL WILLEY
BOARD OF TRU0.50$0
DONNA J TAYLOR
TREASURER1.00$0
LLOYD BARNES
BOARD OF TRU1.25$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (true)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDONNA J TAYLORPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1180 EAST WILLOW DRIVEAddressLine1
CityZANESVILLECity
StateOHState
ZIP Code43701ZIPCode
FieldValueIRS element (for citing)
Phone7404537717PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

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$40,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,434CurrentTaxYearMinus1YearAmt
Current Tax Year$77,566CurrentTaxYearAmt
Total$295,087TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,549CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,434CurrentTaxYearMinus1YearAmt
Current Tax Year$77,566CurrentTaxYearAmt
Total$295,087TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$295,087PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,893CurrentTaxYearMinus1YearAmt
Current Tax Year$8,678CurrentTaxYearAmt
Total$32,517TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$826CurrentTaxYearMinus1YearAmt
Current Tax Year$996CurrentTaxYearAmt
Total$1,822TotalAmt
FieldValueIRS element (for citing)
Total Support$329,426TotalSupportAmt
Gross Receipts Rltd Activities$8,332GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89580PublicSupportCY170Pct
Public Support PY1700.99380PublicSupportPY170Pct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8ADMISSIONS 1,888 PROGRAMS - SALES, ETC 108 TOTAL 1,996
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING 439 PROGRAMS / EXHIBITS 52 CONFERENCE/MEETINGS 31 DUES & SUBSCRIPTIONS 195 OFFICE SUPPLIES 897 BANK CHARGES 15 WEB SITE 195 INSURANCE 3,983 NON-INVESTMENT DEPRECIATION 10,079 TOTAL 15,886
FORM 990-EZ, PART II, LINE 24FURNITURE 2,297 2,297 LESS ACCUMULATED DEPRECIATION 2,047 2,087 DR INCREASE MATHEWS HOUSE 196,859 196,859 LESS ACCUMULATED DEPRECIATION 89,463 94,510 THE STONE ACADEMY 179,614 199,064 LESS ACCUMULATED DEPRECIATION 130,848 135,838 THE STONE ACADEMY - PARKING 6,943 6,943 LESS ACCUMULATED DEPRECIATION 6,943 6,943 MUSEUM ARTIFACTS 157,114 157,114 LESS ACCUMULATED DEPRECIATION 157,114 157,114 TOTAL 156,412 165,785
FORM 990-EZ, PART II, LINE 26PAYROLL WITHHOLDING 877 957
FORM 990-EZ, PART IIITO "PERPETUATE THE HISTORY OF MUSKINGUM COUNTY, OHIO, THE MEMORY OF THE PIONEERS WHO SETTLED IN THIS SECTION OF THE COUNTY, TO COLLECT A MUSEUM OF ARTICLES OF HISTORICAL INTEREST AND TO PRESERVE THESE INTACT FOR FUTURE GENERATIONS." QUOTED FROM THE ORGAINIZATION'S BYLAWS.
FORM 990-EZ, PART III, LINE 28OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND INDIVIDUALS TO FURTHER THEIR KNOWLEDGE ABOUT THE HISTORY OF OUR COMMUNITY.
FORM 990-EZ, PART III, LINE 29TWICE YEARY PUBLICATIONS OF "MUSKINGUM JOURNAL", A BOOKLET CONTAINING MONOGRAPHS ON THE HISTORY OF MUSKINGUM COUNTY AND SOUTHEASTERN OHIO. DISTRIBUTED FREE TO MEMBERS AND TO ALL HIGH SCHOOL AND COLLEGE LIBRARIES IN MUSKINGUM COUNTY.
FORM 990-EZ, PART III, LINE 30PUBLICATION OF "MUSKINGUM SPEAKING", THE QUARTERLY NEWSLETTER OF THE PIONEER AND HISTORICAL SOCIETY. THE NEWSLETTER CONTAINS NEWS OF CURRENT ACTIVITIES OF THE SOCIETY, CONTACT INFORMATION, REPORTS FROM OFFICERS AND COMMITTEES AND SHORT ARTICLES OF HISTORICAL INTEREST. DISTRIBUTED FREE TO MEMBERS AND VARIOUS SERVICE CLUBS AND ORGANIZATIONS.
FORM 990-EZ, PART III, LINE 31OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND INDIVIDUALS TO FURTHER THEIR KNOWLEDGE ABOUT THE HISTORY OF OUR COMMUNITY.
FORM 990-EZ, PART V, LINE 34ON NOVEMBER 12, 2013, THE MEMBERS OF THE PIONEER AND HISTORICAL SOCIETY APPROVED CHANGES TO THE ORGANIZATION'S BYLAWS TO TAKE EFFECT JANUARY 01, 2014. THE PURPOSE OF THE SOCIETY HAS NOT CHANGED BUT SOME TERMINOLOGY AND PRACTICES HAVE CHANGED TO CONFORM TO MODERN MUSEUM STANDARDS. FOR EXAMPLE, REFERENCES TO MEETING NOTIFICATIONS BY TELEGRAPH WERE DROPPED AND NOTIFICATION BY INTERNET WAS ADDED, THE NAMES OF SOME COMMITTEES WERE CHANGED SUCH AS HOUSE AND GROUNDS COMMITTEE WAS CHANGED TO BUILDINGS AND GROUNDS, A NON-DISCRIMINATION POLICY WAS ADDED, AN ANNUAL MEETING OF MEMBERS WAS DROPPED IN FAVOR OF AN ANNUAL REPORT OF ACTIVITIES TO BE MADE AVAILABLE TO MEMBERS, AND THE VOLUNTEER POSITION OF CURATOR WAS ADDED. THE MOST SIGNIFICANT CHANGE WAS A COMPLETE RESTATING OF THE SOCIETY'S PURPOSE TO REFLECT A BROADER UNDERSTANDING OF THE ROLE HISTORICAL SOCIETIES PLAY IN PRESERVING A COMMUNITY'S HISTORY. THE NEW PURPOSE STATEMENT READS, "THE PIONEER AND HISTORICAL SOCIETY OF MUSKINGUM COUNTY BELIEVES THAT AN UNDERSTANDING AND APPRECIATION OF OUR HISTORIC HERITAGE IS ESSENTIAL TO MAINTAINING A UNIQUE AND MEANINGFUL IDENTITY AS A COMMUNITY. THE MISSION OF THE SOCIETY IS TO CELEBRATE AND PRESERVE THE HISTORY OF MUSKINGUM COUNTY AND ITS PEOPLE AND TO ASSURE THAT THIS LEGACY IS PASSED ON TO FUTURE GENERATIONS. TOWARD THIS END WE WILL: EDUCATE AND ENGAGE A DIVERSE PUBLIC THROUGH A VARIETY OF PROGRAMS; MAINTAIN OUR MUSEUM BUILDINGS AND COLLECTIONS; SUPPORT RESEARCH; PUBLISH HISTORICAL DOCUMENTS; AND MANAGE THE SOCIETY OPENLY, ETHICALLY AND PROFESSIONALLY."

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (16 entries)

ROBERT JENKINS
JERRY SIMERAL
JANET JAMES
MORTEN BACH
FLOYD FELUMLEE
GARY FELUMLEE
STEPHANIE KLINE
JAMES MCDONALD
ANN BURKHART
DAVID TAYLOR
ALAN KING
JOHN LEAR
CHRISTINE WICKLINE
MICHAEL WILLEY
DONNA J TAYLOR
LLOYD BARNES

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