FORT ATKINSON HISTORICAL SOCIETY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FORT ATKINSON HISTORICAL SOCIETY (EIN 39-1193300)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-07
IRS object ID
201221289349300507
Schema version
2011v1.2
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)
Timestamp2012-05-07T08:23:29-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2011-01-01TaxPeriodBeginDate

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)
NameSUSAN WENGERName
TitleTREASURYTitle
Phone9205637769Phone
Date Signed2012-05-03DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDeb Ranguette CPAName
Phone9205638089Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRON LANGELLIERNameOfPrincipalOfficerPerson
Gross Receipts86054GrossReceipts
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 HERRITAGE OF FORT ATKINSONActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year70309ContributionsGrantsPriorYear
Contributions Grants Current Year47219ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year17541InvestmentIncomePriorYear
Investment Income Current Year17113InvestmentIncomeCurrentYear
Other Revenue Prior Year9632OtherRevenuePriorYear
Other Revenue Current Year11666OtherRevenueCurrentYear
Total Revenue Prior Year97482TotalRevenuePriorYear
Total Revenue Current Year75998TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year51387SalariesEtcPriorYear
Salaries Etc Current Year57971SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year49225OtherExpensePriorYear
Other Expenses Current Year39171OtherExpensesCurrentYear
Total Expenses Prior Year100612TotalExpensesPriorYear
Total Expenses Current Year97142TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3130RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-21144RevenuesLessExpensesCY
Total Assets BOY841180TotalAssetsBOY
Total Assets EOY801447TotalAssetsEOY
Total Liabilities BOY8374TotalLiabilitiesBOY
Total Liabilities EOY14554TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY832806NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY786893NetAssetsOrFundBalancesEOY
Mission DescriptionRECORDING PRESERVING AND DISPLAYING THE HISTORY AND HERRITAGE OF FORT ATKINSONMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense97142Expense
DescriptionRECORDING PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON THROUGH COLLECTIONS AND EXHIBITS AT THE HOARD HISTORICAL MUSEUM AND NATIONAL DAIRY SHRINEDescription
Total Program Service Expense97142TotalProgramServiceExpense
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 MIELKE
MEMBER1.00X000
JOHN WILMET
MEMBER1.00X000
KORI OBERLE
MEMBER1.00X000
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 TESSMER
CO SECRETARY1.00X000X
SUE ZIMMERMAN
MEMBER1.00X000
SUSAN WENGER
TREASURY1.00X000X
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 Dues14195MembershipDues
Related Organizations5000RelatedOrganizations
All Other Contributions28024AllOtherContributions
Total Contributions47219TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column17113TotalRevenueColumn
Exclusion$17,113ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2770Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2770Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2770TotalRevenueColumn
Exclusion$2,770ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory17017GrossSalesOfInventory
Cost Of Goods Sold10056CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column6961TotalRevenueColumn
Related Or Exempt Function Income6961RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionSPECIAL EVENTSDescription
Business Code900099BusinessCode
Total Revenue Column1935TotalRevenueColumn
Related Or Exempt Function Income1935RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1935TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column75998TotalRevenueColumn
Related Or Exempt Function Income8896RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$19,883ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total53437Total
Program Services53437ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total446Total
Program Services446ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4088Total
Program Services4088ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total775Total
Program Services775ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total6396Total
Program Services6396ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5335Total
Program Services5335ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total15898Total
Program Services15898ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
MAINTENANCE50985098
MUSEUM OPERATIONS21492149
PROGRAM EXPENSE29242924

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total596Total
Program Services596ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total97142Total
Program Services97142ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY202525BOY
EOY188842EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY18554BOY
EOY17266EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY620101BOY
EOY595339EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY841180BOY
EOY801447EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY8374BOY
EOY14554EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY8374BOY
EOY14554EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY796373BOY
EOY750460EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY36433BOY
EOY36433EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY832806BOY
EOY786893EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY841180BOY
EOY801447EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-21144ReconcilationRevenueExpenses
Reconcilation Other Changes-24769ReconcilationOtherChanges
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 Years2807839CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years642518CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years120533CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year70309CurrentTaxYearMinus1Year
Current Tax Year47219CurrentTaxYear
Total3688418Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2807839CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years642518CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years120533CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year70309CurrentTaxYearMinus1Year
Current Tax Year47219CurrentTaxYear
Total3688418Total
FieldValueIRS element (for citing)
Public Support Total1703688418PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years36093CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years24342CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years18104CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17541CurrentTaxYearMinus1Year
Current Tax Year17113CurrentTaxYear
Total113193Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years4067CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9632CurrentTaxYearMinus1Year
Current Tax Year11666CurrentTaxYear
Total25365Total
FieldValueIRS element (for citing)
Total Support3826976TotalSupport
Public Support Pertcentage1700.96380PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93680PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanation
01. Members or stockholder classes and rights (Part VI, line 6)THE FORT ATKINSON HISTORICAL SOCIETY IS COMPRISED OF 13 VOTING BOARD MEMBERS AND 2 NON-VOTING BOARD MEMBERS
02. Member election for additional members (Part VI, line 7a)BOARD MEMBERS ELECT NEW MEMBERS TO THE BOARD
03. Governing body decisions (Part VI, line 7b)DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS
04. Form 990 governing body review (Part VI, line 11)THE 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
05. CEO, executive director, top management comp (Part VI, line 15a)THE TOP MANAGERS COMPENSATION IS REVIEWED BY INDEPENDENT MEMBERS OF THE BOARD USING COMPARABLE WAGES OF OTHER NON-PROFIT AGENCIES
06. Other officer or key employee compensation (Part VI, line 15bALL COMPENSATION IS REVIEW BY INDEPENDENT MEMBERS OF THE BOARD FOR REASONABLENESS
07. Governing documents, etc, available to public (Part VI, line 19)THE 990 TAX RETURN IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
08. Explanation of other changes in net assets or fund balances (Part XI, line 5)UNREALIZED GAINS ON INVESTMENTS HELD IN TRUST ACCOUNT

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