2014-01-24T16:55:32-06:00 2013-06-30 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2012-07-01 390958257 BERGSTROM-MAHLER MUSEUM INC BERG 9207514658 165 N PARK AVENUE NEENAH WI 54956 BILL BANE 9207514658 2013-12-19 false JOSEPH R GALAROWICZ 9209930105 2013-12-18 2012 2015-11-30 17:44:51Z JAN MIRENDA SMITH 165 N PARK AVE NEENAH WI 54956 1208142 false X WWW.BERGSTROM-MAHLERMUSEUM.COM X 1970 WI OPERATING AND MAINTAINING A MUSEUM, EXHIBITS, AND EDUCATIONAL PROGRAMS 13 13 18 96 0 163957 395279 21838 28291 214128 413608 100037 102795 499960 939973 0 0 299237 314729 0 29093 293239 314733 592476 629462 -92516 310511 10336860 11100417 34911 55499 10301949 11044918 OPERATING AND MAINTAINING A MUSEUM, EXHIBITS, AND EDUCATIONAL PROGRAMS false false 446893 28291 OPERATING AND MAINTAINING A MUSEUM AND EXHIBITS, AS WELL AS PROVIDING EDUCATIONAL PROGRAMS. 446893 true true false false false false false true false true true true false true false false true false false false false false false false true false false false false false false false false false false false false false true true false false false false false false false true 9 0 true 18 true false false false false false true true false false false false false false X 13 13 false false false false true true false true true false false true true true true false false true false false WI X X JAN MIRENDA SMITH 9207514658 165 N PARK AVENUE NEENAH WI 54956 BARB KELLY 1.00 X 0 0 0 LLOYD HUGHES 1.00 X 0 0 0 MIKE VAN ASTEN 1.00 X 0 0 0 BILL BANE 1.00 X X 0 0 0 VICKIE RHINER 1.00 X 0 0 0 GEORGE SCHERCK 1.00 X 0 0 0 CARI LENDRUM 1.00 X 0 0 0 DONNA HARTMAN 1.00 X 0 0 0 JOHN MANKI 1.00 X 0 0 0 MICHAEL MEILAHN 1.00 X 0 0 0 CATHERINE HOLECKO 1.00 X X 0 0 0 PETER MARIAHAZY 1.00 X X 0 0 0 MARK ELLIOT 1.00 X 0 0 0 DAVID WOODS 1.00 X X 0 0 0 JEAN MAURICE BOYER 1.00 X 0 0 0 ROY FINE 1.00 X 0 0 0 JAN SMITH 40.00 X 71650 0 3625 71650 3625 false false false 26831 4250 40000 324198 44141 395279 PROGRAM SERVICE REVENUE 28291 28291 28291 220151 220151 355064 161607 193457 193457 193457 33437 4250 11438 21999 173261 95124 78137 78137 OTHER REVENUES 2659 2659 2659 939973 28291 494404 75275 30110 30110 15055 207626 192251 9379 5996 7145 5564 1031 550 3036 1848 898 290 21647 17036 3007 1604 12505 12505 35930 35930 36128 36128 9700 9700 21706 20224 1482 3652 684 2968 32515 32515 9229 6189 3040 36350 32715 3635 25560 17892 7668 UTILITIES 39382 35444 3938 SUPPLIES 17400 17400 MISCELLANEOUS 6777 6777 CREDIT CARD FEES 5913 5913 21986 14631 6207 1148 629462 446893 153476 29093 222107 381255 87002 95320 18566 14810 1037563 480301 514840 557262 6950051 7445812 2544294 2605958 10336860 11100417 12206 37352 22705 18147 34911 55499 X 3367677 3906320 3878 168887 6930394 6969711 10301949 11044918 10336860 11100417 310511 432458 X false true X true false X 156364 232396 244962 163957 395279 1192958 156364 232396 244962 163957 395279 1192958 142007 1050951 270613 206758 214698 215430 220151 1127650 2320608 923764 0.45290 0.41090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33930 2605658 X false 6950051 845455 -313498 -36196 7445812 7154510 5113 131483 -306348 -34707 6950051 6289907 1220713 -356110 7154510 5934146 729848 -374087 6289907 7128809 -789086 -405577 5934146 1.00000 false false 885970 346037 539933 151593 134264 17329 557262 INVESTMENTS-REVOCABLE TRUST 7065456 F INVESTMENTS- JOHNSON MEMORIAL 215643 F INVESTMENTS-BEALS REMLEY 164713 F 7445812 PAPERWEIGHTS 1515697 FINE ARTS 1071758 PAINTINGS 18503 2605958 1391185 432458 7316 11438 451212 939973 939973 648216 7316 11438 18754 629462 629462 COLLECTIONS AND RELATION TO EXEMPT PURPOSE SCHEDULE D, PAGE 2, PART III, LINE 4 THE PRINCIPAL PURPOSE OF THE MUSEUM IS TO MAINTAIN A FACILITY FOR DISPLAY OF ART ITEMS, PRINCIPALLY ANTIQUE PAPERWEIGHTS, GERMANIC GLASS AND OTHER GLASS RELATED ITEMS. THE MISSION OF THE MUSEUM IS TO ENRICH LIFE IN ALL THE COMMUNITIES OF THE FOX VALLEY BY FOSTERING AN UNDERSTANDING AND APPRECIATION OF BOTH THE MUSEUM'S PERMANENT COLLECTIONS AND THE VISUAL ARTS. INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM THE GENERAL TRUST IS AVAILABLE TO SUPPORT THE MUSEUM'S GENERAL ACTIVITIES. INCOME FORM THE R.L. JOHNSON MEMORIAL TRUST IS RESTRICTED FOR USE IN PROVIDING EXHIBITS TO THE MUSEUM. INCOME FROM THE BEALS-REMLEY ADMINISTRATIVE TRUST IS RESTRICTED FOR USE IN PROVIDING SALARIES AND OTHER ADMINSTRATIVE EXPENSES FOR KEY EMPLOYEES OF THE MUSEUM AS DETERMINED BY THE BOARD OF DIRECTORS. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH REVENUE 11,438 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH REVENUE 11,438 ARTS FESTIVAL 23200 23200 7321 LITTLETON EXHIB 14487 4250 10237 4117 37687 4250 33437 11438 11438 21999 X 1 21950 COMPARISON W/SIMILAR WORK X 1 5170 FMV ON DATE OF DONATION X DONATED ASSETS 1 10072 FMV X DONATED ASSETS 5 6949 FMV false false false CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE MUSEUM HAVE NO PROPRIETARY INTEREST IN ITS INCOME OR ASSETS EXCEPT THE RIGHTS OF CONTROL FOR THE PUBLIC, CHARITABLE AND BENEVOLENT PURPOSES OF THE ORGANIZATION. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS HAVE THE RIGHT TO ELECT, BY VOTE OR PROXY, THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AT THE ORGANIZATION'S ANNUAL MEETING. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B A 990 DRAFT IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C A COPY OF THE CODE OF ETHICS IS GIVEN TO EACH BOARD MEMBER. THE CODE INCLUDES A CONFLICT OF INTEREST POLICY. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION INCLUDED ONE OR MORE OF THE FOLLOWING: INDEPENDENT REVIEW, COMPARABILITY DATA, AND SUBSTANTIATION OF THE DECISION PROCESS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES NETTED WITH REVENUE 11,438 SPECIAL EVENT EXPENSES NETTED WITH REVENUE -11,438