FORT ATKINSON HISTORICAL SOCIETY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FORT ATKINSON HISTORICAL SOCIETY (EIN 39-1193300)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201321289349301162
Schema version
2012v2.1
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)
Timestamp2013-05-07T13:39:43-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201559655EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BUSINESS & TAX SYSTEMS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1335 WHITEWATER AVENUEAddressLine1
CityFORT ATKINSONCity
StateWIState
ZIP Code53538ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391193300EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FORT ATKINSON HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFORTNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 WHITEWATER AVENUEAddressLine1
CityFORT ATKINSONCity
StateWIState
ZIP Code53538ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLOREN GRAYName
TitleTREASURERTitle
Phone9205637769Phone
Date Signed2013-05-03DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEric Frey CPAName
PTINP01045679PTIN
Phone9205638089Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRON LANGELLIERNameOfPrincipalOfficerPerson
Gross Receipts104900GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.HOARDMUSEUM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1938YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionRECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year47219ContributionsGrantsPriorYear
Contributions Grants Current Year64692ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year17113InvestmentIncomePriorYear
Investment Income Current Year20562InvestmentIncomeCurrentYear
Other Revenue Prior Year11666OtherRevenuePriorYear
Other Revenue Current Year10311OtherRevenueCurrentYear
Total Revenue Prior Year75998TotalRevenuePriorYear
Total Revenue Current Year95565TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year57971SalariesEtcPriorYear
Salaries Etc Current Year57994SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year39171OtherExpensePriorYear
Other Expenses Current Year21196OtherExpensesCurrentYear
Total Expenses Prior Year97142TotalExpensesPriorYear
Total Expenses Current Year79190TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-21144RevenuesLessExpensesPriorYear
Revenues Less Expenses CY16375RevenuesLessExpensesCY
Total Assets BOY801447TotalAssetsBOY
Total Assets EOY866310TotalAssetsEOY
Total Liabilities BOY14554TotalLiabilitiesBOY
Total Liabilities EOY12005TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY786893NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY854305NetAssetsOrFundBalancesEOY
Mission DescriptionRECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense79190Expense
DescriptionRECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON THROUGH COLLECTIONS AND EXHIBITS AT THE HOARD HISTORICAL MUSEUM AND NATIONAL DAIRY SHRINE.Description
Total Program Service Expense79190TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees6NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLINDA WINNNamePerson
Telephone Number9205637769TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1401 WHITEWATER AVENUEAddressLine1
CityFORT ATKINSONCity
StateWIState
ZIP Code53538ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
ANDY YOCUM
MEMBER1.00X000
CAROL WANIE
MEMBER1.00X000
CYNTHIA SMITH
MEMBER1.00X000
JOHN WILMET
MEMBER1.00X000
KORI OBERLE
MEMBER1.00X000
LESLIE LAMURO
MEMBER1.00X000
LOREN GRAY
TREASURY1.00X000X
LYNN SELL
CO SECRETARY1.00X000X
MARY GATES
EMERITUS MEMBER1.00X000
MILO JONES
EMERITUS MEMBER1.00X000
PHIL NIEMEYER
MEMBER1.00X000
ROBERT VINCENT
MEMBER1.00X000
RON LANGELLIER
VICE PRESIDENT1.00X000X
STEVE LARSON
MEMBER1.00X000
STEVE TESMER
CO SECRETARY1.00X000X
SUE ZIMMERMAN
MEMBER1.00X000
TONY BOLTZ
PRESIDENT1.00X000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues17405MembershipDues
Related Organizations5000RelatedOrganizations
All Other Contributions42287AllOtherContributions
Total Contributions64692TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column20562TotalRevenueColumn
Exclusion$20,562ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1355Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real1355Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1355TotalRevenueColumn
Exclusion$1,355ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory14416GrossSalesOfInventory
Cost Of Goods Sold9335CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column5081TotalRevenueColumn
Related Or Exempt Function Income5081RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionSPECIAL EVENTSDescription
Business Code900099BusinessCode
Total Revenue Column3875TotalRevenueColumn
Related Or Exempt Function Income3875RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue3875TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column95565TotalRevenueColumn
Related Or Exempt Function Income8956RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$21,917ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total53515Total
Program Services53515ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total385Total
Program Services385ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4094Total
Program Services4094ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total805Total
Program Services805ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total5550Total
Program Services5550ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6454Total
Program Services6454ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total2520Total
Program Services2520ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
MAINTENANCE40464046
MUSEUM OPERATIONS405405

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1416Total
Program Services1416ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total79190Total
Program Services79190ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY188842BOY
EOY196010EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY14EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY17266BOY
EOY18822EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY595339BOY
EOY651464EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY801447BOY
EOY866310EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14554BOY
EOY12005EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY14554BOY
EOY12005EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY750460BOY
EOY854305EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY36433BOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY786893BOY
EOY854305EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY801447BOY
EOY866310EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses16375ReconcilationRevenueExpenses
Reconciliation Unrealized Invest51037ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years642518CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years120533CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years70309CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year47219CurrentTaxYearMinus1Year
Current Tax Year64692CurrentTaxYear
Total945271Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years642518CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years120533CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years70309CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year47219CurrentTaxYearMinus1Year
Current Tax Year64692CurrentTaxYear
Total945271Total
FieldValueIRS element (for citing)
Public Support Total170945271PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years24342CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18104CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17541CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17113CurrentTaxYearMinus1Year
Current Tax Year20562CurrentTaxYear
Total97662Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years4067CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9632CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11666CurrentTaxYearMinus1Year
Current Tax Year10311CurrentTaxYear
Total35676Total
FieldValueIRS element (for citing)
Total Support1078609TotalSupport
Public Support Pertcentage1700.87640PublicSupportPertcentage170
Public Support Pertcent Prior Year0.96380PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
O01Members or stockholder classes and rights Part VI line 6THE FORT ATKINSON HISTORICAL SOCIETY IS COMPRISED OF 13 VOTING BOARD MEMBERS AND 2 NON-VOTING BOARD MEMBERS.
O02Member election for additional members Part VI line 7aBOARD MEMBERS ELECT NEW MEMBERS TO THE BOARD.
O03Governing body decisions Part VI line 7bDECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS.
O04Form 990 governing body review Part VI line 11THE 990 IS AVAILABLE FOR ANY BOARD MEMBER TO REVIEW UPON REQUEST. THE TREASURER OF THE BOARD REVIEWS THE 990 AND THE 990 IS MADE AVAILABLE FOR ANY OTHER MEMBER TO REVIEW UPON REQUEST.
O05CEO executive director top management comp Part VI line 15aTHE TOP MANAGER9S COMPENSATION IS REVIEWED BY INDEPENDENT MEMBERS OF THE BOARD USING COMPARABLE WAGES OF OTHER NON-PROFIT AGENCIES.
O06Other officer or key employee compensation Part VI line 15bALL COMPENSATION IS REVIEW BY INDEPENDENT MEMBERS OF THE BOARD FOR REASONABLENESS.
O07Governing documents etc available to public Part VI line 19THE 990 TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
O08Explanation of other changes in net assets or fund balances Part XI line 9UNREALIZED GAINS ON INVESTMENTS HELD IN TRUST ACCOUNT.

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