2014-03-17T10:39:36-05:00 2013-04-30 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR ROAD SUITE 302 MILWAUKEE WI 532263255 990 2012-05-01 390494331 NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA-STATE OF WISCONSIN NATI 2627870555 1200 GREENWAY TERRACE ELM GROVE WI 53122 MS CYNTHIA R COAKLEY 2627870555 2014-03-15 1 JASON WRASSE P01455199 4142717800 2012 2015-11-30 17:44:51Z MS CYNTHIA R COAKLEY 1200 GREENWAY TERRACE ELM GROVE WI 53122 446257 0 X WWW.WISCONSINDAMES.ORG X 1896 WI TO STIMULATE AN INTEREST IN OUR COLONIAL HISTORY THROUGH THE PRESERVATION OF VARIOUS ARTIFACTS AND THE ISSUANCE OF SCHOLARSHIPS TO INTERESTED STUDENTS 16 16 15 20 0 0 95045 431909 11789 11465 109 2883 0 0 106943 446257 4350 7735 0 0 45137 44427 0 0 0 62041 74024 111528 126186 -4585 320071 255795 581633 15251 15311 240544 566322 X TO COLLECT AND PRESERVE MANUSCRIPTS, TRADITIONS, RELICS AND MEMONTOS OF BYGONE DAYS; TO PRESERVE AND RESTORE BUILDINGS CONNECTD WITH THE EARLY HISTORY OF OUR CONTRY, TO DIFFUSE HEALTHFUL AND INTELLIGENT INFORMATION CONCERNING THE PAST, TO CREATE A POPULAR INTEREST IN OUR COLONIAL HISTORY, TO STIMULATE A SPIRIT OF TRUE PATRIOTISM AND A GENUINE LOVE OF COUNTRY, AND TO IMPRESS UPON THE YOUN THE SACRED OBLIGATIONS OF HONORING THE MEMORY OF THOSE HEROIC ANCESTORS WHOSE ABILITY, VALOR, SUFFERINGS, AND ACHIEVEMENTS ARE BEYOND ALL PRAISE. 0 0 100754 11465 PURPOSE IS TO COLLECT AND PRESERVE MANUSCRIPTS, RELICS, TRADITIONS, AND MOMENTOS OF BYGONE DAYS AND TO CREATE AN INTEREST IN OUR COLONIAL HISTORY 3735 3735 PROVIDE SCHOLARSHIPS TO HISTORY GRADUATE STUDENTS 4000 4000 DONATION TO UNIVERSITY FOR HISTORY DEPARTMENT 108489 1 1 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 15 1 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 WI X X CYNTHIA R COAKLEY 2627870555 1200 GREENWAY TERRACE ELM GROVE WI 53122 NATALIE LLOYD-JONES 1.00 X 0 0 0 SHERRON MILLER 1.00 X 0 0 0 KATHLEEN SEIDEL 1.00 X 0 0 0 JOY WOLDEN 1.00 X 0 0 0 BARBARA ZAISER 1.00 X 0 0 0 BARBARA COLLINGS 1.00 X 0 0 0 KATHY TROTTER 1.00 X 0 0 0 BARBARA MEYER 1.00 X 0 0 0 ANNETTE ROBERTSON 1.00 X 0 0 0 MARY FRANCIS HIGHSMITH 1.00 X 0 0 0 KATRINA HATTON 1.00 X 0 0 0 DR ANNE VRAVICK 1.00 X 0 0 0 CINDY COAKLEY 1.00 X 0 0 0 BEVERLY WEST 1.00 X 0 0 0 KATHIE SHUTKIN 1.00 X 0 0 0 DESTINEE UDELHOVEN 40.00 X 29950 0 0 29950 0 0 0 0 0 0 0 60910 9615 361384 346384 431909 ADMISSIONS AND LUNCHEO 900099 11465 11465 11465 2883 2883 446257 11465 0 2883 4000 4000 3735 3735 28825 28825 12445 12445 3157 3157 8840 8840 2618 1660 958 3727 1868 1859 7149 7149 1413 1413 1730 1730 3850 3850 7265 7265 MISCELLANEOUS GRANT EXP 17106 17106 MISCELLANEOUS 5644 5644 INSURANCE 5609 5609 LUNCHEONS 2592 2592 6481 6021 460 126186 108489 17697 0 53804 38332 29160 18053 414828 12927 58036 401901 100380 108952 14415 14395 255795 581633 15251 15311 15251 15311 X 26307 19011 214237 547311 240544 566322 255795 581633 X 320071 5707 X X 1 X 0 1 0 X 101397 115645 135328 95045 84975 532390 11153 12620 12775 11789 11465 59802 112550 128265 148103 106834 96440 592192 0 0 0 592192 3797 1473 341 109 169 5889 3797 1473 341 109 169 5889 9797 1584 11381 126144 131322 148444 106943 96609 609462 0.97170 0.95690 0.00970 0.01860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 100.00 1 0 0 1 0 0.00 0 X X X X 0 414828 12927 401901 401901 FMI PROVIDENT TRUST STRATEGY FUND 108952 F 108952 PAYROLL TAX LIABILITIES 916 DUE TO OTHER FUNDS 14395 15311 X DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: NO AMOUNTS HAVE BEEN RECORDED ON THE ORGANIZATIONS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET DUE TO THE ORGANIZATION FOLLOWING THE CASH BASIS OF ACCOUNTING. PART III, LINE 1A: THE ORGANIZATION HAS DECIDED NOT TO REPORT ON ITS REVENUE STATEMENT AND BALANCE SHEET THE HISTORICAL TREASURES OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION. PART III, LINE 4: THE HISTORIC INDIAN AGENCY HOUSE AND KILBOURNTOWN HOUSE COLLECTION INCLUDES ANTIQUES NO LATER THAN 1833. THE ORGANIZATION ASSISTS WITH ACQUISITION, RESTORATION, PRESERVATION AND RESEARCH STUDY BASED ON ARCHIVAL AND ARCHAEOLOGICAL EVIDENCE. MAIN PURPOSES TO PRESERVE OLD MANUSCRIPTS, COMMEMORATIONG HISTORCAL SITES AND EVENTS WITH MARKERS, CREATING THE ANCESTORAL BIBLIOGRAPHY REGISTRAR AND DOCUMENTING MEMBER'S HISTORICAL ACCOUNTS. THESE EFFORTS FURTHER THE ORGANIZATION'S EXEMPT PURPOSE BY WORKING WITH PRIVATE ENTITIES, GOVERNMENT AGENCIES AND OTHER ORGANIZATIONS TO PROVIDE A LEGACY, INTERPRETATIVE AND EDUCATIONAL TOOL FOR THE PUBLIC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PART X, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. X 1 346384 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MS. KATRINA HATTON, MS. BARBARA JOAN MEYER AND MS. ANNE VRAVICK ARE ALSO OFFICERS ON A RELATED NON-PROFIT ORGANIZATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS ORGANIZATION ARE ANYONE WHO HAS PAID THERE ANNUAL DUES FOR THE YEAR. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE GOVERNING BODY ARE APPOINTED BY MEMBERS OF THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 7B ALL ORGANIZATION DECISIONS DECIDED BY THE GOVERNING BOARD ARE SUBJECT TO APPROVAL OF MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE REQUIRED CLIENT QUESTIONS WERE ASKED OF TO AND ANSWERED BY THE ORGANIZATION'S TREASURER. THE ORGANIZATION RELIES ON THE OUTSIDE ACCOUNTANT TO PREPARE THE FORM 990. THE TREASURER WILL REVIEW THE FORM 990 PRIOR TO SIGNING IT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PRESIDENT USES A WEB BASE ANALYSIS OF OTHER MUSEUM CURATORS AND SIMILAR EXECUTIVES ON N0N-PROFIT AGENCIES WHICH IS PRESENTED TO THE GOVERNING BODY FOR COMPENSATION APPROVALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FNANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY GIVING OUT MANUAL COPIES. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN FMV OF INVESTMENTS 5,707. FORM 990 PART XII, LINE 2C: THE BOOKS ARE KEPT AND MAINTAINED BY THE TREASURER. THE REVIEWED FINANCIAL STATEMENTS ARE REVIEWED BY THE TREASURER BEFORE ISSUANCE. FRIENDS OF THE HISTORIC INDIAN AGENCY HOUSE INC 10248 N WESTPORT CIRCLE MEQUON WI 50392 391132280 PROVIDE SUPPORT FOR THE HISTORIC INDIAN AGENCY HOUSE WI 501 (C) (3) I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRIENDS OF THE HISTORIC INDIAN AGENCY HOUSE INC C 15000 FMV FRIENDS OF THE HISTORIC INDIAN AGENCY HOUSE INC C 346384 FMV