2023-11-02T11:15:42-04:00 2022-12-31 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2022-01-01 391298304 OUTAGAMIE COUNTY HISTORICAL SOCIETY OUTA 9207338445 330 E COLLEGE AVE APPLETON WI 54911 MATTHEW CARPENTER EXECUTIVE DIRECTOR 9207359370 2023-10-30 true MATTHEW CARPENTER XXX-XX-XXXX false JAMIE ROSIN P01573923 9209930105 2023-10-29 2022 2023-04-26 12:10:37Z MATTHEW CARPENTER 330 EAST COLLEGE AVENUE APPLETON WI 54911 1134702 false X WWW.MYHISTORYMUSEUM.ORG X 1969 WI TO INSPIRE PEOPLE OF ALL AGES TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY AREA. 11 11 21 175 0 710917 933609 38071 142923 2996 3837 12124 44111 764108 1124480 0 0 282677 315012 0 68386 206521 360337 489198 675349 274910 449131 3562977 3868686 27010 103550 3535967 3765136 X TO INSPIRE PEOPLE OF ALL AGES TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY AREA. false false 472402 142923 FOUNDED IN 1872 AS A PIONEER ASSOCIATION, THE OUTAGAMIE COUNTY HISTORICAL SOCIETY STEADFASTLY PRESERVES THE HISTORY OF THE FOX CITIES IN EAST CENTRAL WISCONSIN. NOW AFFECTIONATELY KNOWN AS THE HISTORY MUSEUM AT THE CASTLE, DUE TO OUR LOCATION IN A FORMER MASONIC TEMPLE, THE ORGANIZATION IS A THRIVING CULTURAL INSTITUTION WITH DEEP TIES TO THE LOCAL COMMUNITY. IN 2018 THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS) EVEN RECOGNIZED THE MUSEUM AS ONE OF JUST TEN RECIPIENTS OF THE NATIONAL MEDAL FOR MUSEUM AND LIBRARY SERVICE, THE NATION'S HIGHEST HONOR GIVEN TO MUSEUMS AND LIBRARIES. AT THE HISTORY MUSEUM, WE CONTINUALLY SEEK TO INSPIRE PEOPLE TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY THROUGH EXHIBITION, EDUCATION, AND COLLECTIONS. IN THIS WAY, OUR STAFF MEMBERS FOSTER COMMUNITY PARTNERSHIPS THAT BUILD SOCIAL COHESION AND MEET LOCAL CHALLENGES. DEVELOPING INNOVATIVE PROGRAMMING HAS ALLOWED THE HISTORY MUSEUM TO ENGAGE NEW AUDIENCES BEYOND THE INSTITUTION'S WALLS. PUBLIC EDUCATION TAKES PLACE AT THE MUSEUM IN THE FORM OF EXHIBITS AND LECTURE SERIES, BUT OUR DYNAMIC PROGRAMS ALSO EXTEND INTO CONCERT HALLS, COMMUNITY VENUES, AND EVEN CITY STREETS IN THE MIDST OF A PANDEMIC. 472402 true true false false false false false true false true true false false true false true false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 4 0 true 21 true false false false false false false false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true true false WI X MATTHEW CARPENTER 9207338445 330 EAST COLLEGE AVENUE APPLETON WI 54911 MATTHEW CARPENTER EXECUTIVE DI 40.00 0.00 X 67398 0 6182 BRAD CEBULSKI DIRECTOR 1.00 X 0 0 0 CHRIS DEARING VICE PRESIDE 5.00 X X 0 0 0 RYAN DIDRECKSON DIRECTOR 1.00 X 0 0 0 JOY HAGEN DIRECTOR 1.00 X 0 0 0 KEN MELCHERT DIRECTOR 1.00 X 0 0 0 JESSICA MICKE DIRECTOR 1.00 X 0 0 0 DAVID NIMTZ TREASURER 5.00 X X 0 0 0 MONICA RICO DIRECTOR 1.00 X 0 0 0 ADAM SKARIE SECRETARY 5.00 X X 0 0 0 ANN WHALEN PRESIDENT 5.00 X X 0 0 0 PLA YANG DIRECTOR 1.00 X 0 0 0 67398 6182 false false false 8850 323267 601492 64110 933609 ADMISSION 132383 132383 EDUCATION 10540 10540 142923 3837 3837 15980 10222 5758 5758 OTHER REVENUE 38353 38353 38353 1124480 181276 9595 73585 11413 27716 34456 211238 174374 14836 22028 7155 4293 1431 1431 2298 1200 158 940 20736 13479 3110 4147 32780 32780 11897 11897 14428 14428 14096 14096 5124 444 4354 326 25890 18122 6473 1295 81639 77557 4082 16466 13173 3293 EXHIBITS AND PROGRAMS 125664 125664 REPAIRS AND MAINTENANCE 15364 10755 4609 SECURITY SYSTEM 7107 6752 355 MISCELLANEOUS EXPENSE 6044 622 4701 721 3838 458 338 3042 675349 472402 134561 68386 12800 62981 762373 649984 10000 533 149312 16120 12423 3947 71657 3869657 2201712 1190032 1667945 1567172 1254384 3562977 3868686 18297 94879 8713 8671 27010 103550 X 1626153 1907926 1909814 1857210 3535967 3765136 3562977 3868686 449131 -219962 X true X false true X 292433 577830 811848 710917 869499 3262527 292433 577830 811848 710917 869499 3262527 630934 2631593 3455 4153 4094 2996 3837 18535 37131 3626 12124 44111 96992 3378054 218057 0.77900 0.83270 X PART II, LINE 10 OTHER REVENUE 10C 48,521 OTHER REVENUE 11C 48,471 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 1516852 -219962 30609 11897 1254384 1418208 170552 59358 12550 1516852 1379105 110459 60368 10989 1418208 1236181 202155 44419 14812 1379105 1401786 -88080 58772 18753 1236181 0.53990 0.46010 true false 111350 111350 2575243 1134414 1440829 314925 296827 18098 868139 770471 97668 1667945 ASSETS HELD AT COMMUNITY FDNT 1254384 1254384 X SCHEDULE D, PAGE 2, PART V, LINE 4 FOR THE DONOR RESTRICTED FUNDS OVER THE LONG-TERM, IDEALLY THE SOCIETY EXPECTS THE CURRENT SPENDING POLICY WILL ALLOW ITS ENDOWMENT TO RETAIN THE ORIGINAL FAIR VALUE OF THE GIFT AND THE INCOME DERIVED FROM THE THESE GIFTS WOULD BE SUFFICIENT TO COVER THE ANNUAL COST OF RUNNING THE RELATED PROGRAMS BY THE SOCIETY WHICH INCLUDE, FUNDING TO COVER THE SOCIETY'S DIRECTOR POSITION, TO COVER THE CARE OF THE GRIGNON COLLECTION, TO COVER THE COSTS TO MAINTAIN THE HOUDINI EXHIBIT AND MAINTAIN THE PHYSICAL FACILITY. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. GIFTS, GRANTS, AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ITS TAX POSITIONS BASED ON WHETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THIS EVALUATION INCLUDES MONITORING CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. X EXHIBIT 1 64110 FAIR MARKET VALUE false false false FORM 990, PAGE 2, PART III, LINE 4A FOUNDED IN 1872 AS A PIONEER ASSOCIATION, THE OUTAGAMIE COUNTY HISTORICAL SOCIETY STEADFASTLY PRESERVES THE HISTORY OF THE FOX CITIES IN EAST CENTRAL WISCONSIN. NOW AFFECTIONATELY KNOWN AS THE HISTORY MUSEUM AT THE CASTLE, DUE TO OUR LOCATION IN A FORMER MASONIC TEMPLE, THE ORGANIZATION IS A THRIVING CULTURAL INSTITUTION WITH DEEP TIES TO THE LOCAL COMMUNITY. IN 2018 THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS) EVEN RECOGNIZED THE MUSEUM AS ONE OF JUST TEN RECIPIENTS OF THE NATIONAL MEDAL FOR MUSEUM AND LIBRARY SERVICE, THE NATION'S HIGHEST HONOR GIVEN TO MUSEUMS AND LIBRARIES. AT THE HISTORY MUSEUM, WE CONTINUALLY SEEK TO INSPIRE PEOPLE TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY THROUGH EXHIBITION, EDUCATION, AND COLLECTIONS. IN THIS WAY, OUR STAFF MEMBERS FOSTER COMMUNITY PARTNERSHIPS THAT BUILD SOCIAL COHESION AND MEET LOCAL CHALLENGES. DEVELOPING INNOVATIVE PROGRAMMING HAS ALLOWED THE HISTORY MUSEUM TO ENGAGE NEW AUDIENCES BEYOND THE INSTITUTION'S WALLS. PUBLIC EDUCATION TAKES PLACE AT THE MUSEUM IN THE FORM OF EXHIBITS AND LECTURE SERIES, BUT OUR DYNAMIC PROGRAMS ALSO EXTEND INTO CONCERT HALLS, COMMUNITY VENUES, AND EVEN CITY STREETS IN THE MIDST OF A PANDEMIC. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF FORM 990 AND SUPPORTING SCHEDULES WAS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW AND APPROVAL. THE INFORMATION WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C TO A LARGE DEGREE THE POLICY REQUIRES DIRECTORS TO DISCLOSE CONFLICTS OF INTEREST, WHICH THEY DO. OCASSIONALLY DIRECTORS HAVE ABSTAINED FROM VOTING AND/OR PARTICIPATION IN ACTIVITIES TO AVOID CONFLICT OF INTEREST. THE BOARD PRESIDENT AND OTHER DIRECTORS ARE ATTENTIVE TO CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE GOVERNANCE COMMITTEE MEETS AND REVIEWS RELEVANT INFORMATION RELATING TO THE EXECUTIVE DIRECTOR'S SALARY AND APPROVES THE AMOUNT TO PAY HIM FOR HTE UPCOMING YEAR. THE INFORMATION REVIEWED INCLUDES STUDIES WHICH SHOW COMPENSATION FOR EXECUTIVE DIRECTORS IN FIELDS RELATED TO THE SOCIETY. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR AND GOVERNANCE COMMITTEE MEET AND REVIEW RELEVANT INFORMATION TO COME UP WITH THE SALARY FOR THE DEPUTY DIRECTOR AND OTHER EMPLOYEES FOR THE UPCOMING YEAR. FORM 990, PAGE 6, PART VI, LINE 19 THE SOCIETY'S DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC.