2011-12-14T14:27:40-06:00 2011-06-30 KERBER ROSE & ASSOCIATES SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2010-07-01 390958257 BERGSTROM-MAHLER MUSEUM INC BERG 9207514670 165 N PARK AVENUE NEENAH WI 54956 DONNA HARTMAN 9207514670 2011-11-15 JOSEPH R GALAROWICZ 9209930105 2011-12-14 2010 2016-02-24 21:20:13Z JAN MIRENDA SMITH 165 N PARK AVE NEENAH WI 54956 1075013 false X WWW.BERGSTROM-MAHLERMUSEUM.COM X 1970 WI OPERATING AND MAINTAINING A MUSEUM, EXHIBITS, AND EDUCATIONAL PROGRAMS 16 16 10 50 0 232396 244962 0 454772 454478 133448 121665 820616 821105 0 0 319924 320746 0 27898 268022 296590 587946 617336 232670 203769 9545380 10520891 38727 44234 9506653 10476657 OPERATING AND MAINTAINING A MUSEUM, EXHIBITS, AND EDUCATIONAL PROGRAMS false false 510403 295508 OPERATING AND MAINTAINING A MUSEUM AND EXHIBITS, AS WELL AS PROVIDING EDUCATIONAL PROGRAMS. 510403 true true false false false false false true false true true false 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 false true 5 0 true 10 true false false false false false true true false false false false false false X 16 16 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 TRAVIS FROZE 1.00 X 0 0 0 MICHAEL MEILAHN 1.00 X 0 0 0 MIKE VAN ASTEN 1.00 X 0 0 0 LLOYD HUGHES 1.00 X X 0 0 0 BILL BANE 1.00 X 0 0 0 CARI LENDRUM 1.00 X 0 0 0 VICKIE RHINER 1.00 X 0 0 0 GEORGE SCHERCK 1.00 X 0 0 0 DONNA HARTMAN 1.00 X X 0 0 0 JOHN MANKI 1.00 X 0 0 0 CATHERINE HOLECKO 1.00 X 0 0 0 PETER MARIAHAZY 1.00 X 0 0 0 ELLYN SACHS 1.00 X 0 0 0 CHRISTINE WANLESS 1.00 X 0 0 0 BARB KELLY 1.00 X 0 0 0 GINA VOLLMER 1.00 X 0 0 0 JAN SMITH 40.00 X 67400 0 3458 67400 3458 false false false 5000 20000 219962 61000 244962 214698 214698 355603 115823 239780 239780 239780 56793 33356 23437 188631 104729 83902 83902 OTHER REVENUES 14326 14326 14326 821105 98228 454478 70858 28343 28343 14172 198748 190118 5209 3421 7498 6255 811 432 23362 20824 1655 883 20280 16502 2464 1314 16720 16720 28341 28341 17402 16049 1353 7870 2361 5509 2321 2321 4233 2767 1466 83 83 39428 35485 3943 26453 18517 7936 UTILITIES 45169 40652 4517 TRUST FEES 34144 34144 EXHIBIT EXPENSE 23114 23114 REPAIRS AND MAINTENANCE 16183 14565 1618 ADVERTISING 5591 5591 29538 24454 4270 814 617336 510403 79035 27898 164529 206148 16500 20000 112026 105866 20948 21976 912229 401382 510376 510847 6289907 7154510 2431094 2501544 9545380 10520891 20801 15246 17926 28988 38727 44234 X 2706938 3599510 10007 6799715 6867140 9506653 10476657 9545380 10520891 X 203769 766235 X false true true X false X 80965 84276 156364 232396 244962 798963 80965 84276 156364 232396 244962 798963 798963 260779 341572 270613 206758 214698 1294420 2093383 1001719 0.38170 0.33490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false 61000 2501544 X false false false 6289907 1220713 -356110 7154510 5934146 729848 -374087 6289907 7128809 -789086 -405577 5934146 1.00000 false false false 774626 287219 487407 137603 114163 23440 510847 PAPERWEIGHTS 1501532 FINE ARTS 981509 PAINTINGS 18503 2501544 821105 617336 203769 766235 766235 970004 1638988 766235 18292 33356 817883 821105 821105 668984 18292 33356 51648 617336 617336 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 THE 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 FROM 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 ADMINISTRATIVE EXPENSES FOR KEY EMPLOYEES OF THE MUSEUM AS DETERMINED BY THE BOARD OF DIRECTORS. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 SPECIAL EVENT EXPENSES NETTED WITH REVENUE 33,356 SPECIAL EVENT EXPENSES NETTED WITH REVENUE -33,356 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH REVENUE 33,356 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D SPECIAL EVENT EXPENSES NETTED WITH REVENUE 33,356 HOT GLASS ROAD 31518 31518 24709 ARTS FESTIVAL 25275 25275 8647 56793 56793 33356 33356 23437 X 21 61000 COMPARISON W/SIMILAR WORK false false false CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE ORGANIZATION 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 FILLING. 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 INTREST 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 AVAIALBE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS ARE COMPRISED OF UNREALIZED GAINS ON THE ORGANIZATIONS INVESTMENTS.