2025-11-10T07:35:50-06:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2024-01-01 391681988 TALIESIN PRESERVATION INC TALI 6085887900 5607 COUNTY ROAD C SPRING GREEN WI 53588 CARRIE RODAMAKER EXECUTIVE DIRECTOR 6085887900 2025-11-06 1 1 BRITTANY F LEONARD P01646690 6087847737 2025-11-03 2024 2025-03-06 01:10:19Z CARRIE RODAMAKER 5607 COUNTY ROAD C SPRING GREEN WI 53588 3950461 0 X WWW.TALIESINPRESERVATION.ORG X 1990 WI TO PRESERVE THE TALIESIN ESTATE & EDUCATE THE PUBLIC ON FRANK LLOYD WRIGHT 21 21 84 15 25157 6546 1763668 268868 1748598 1960957 63356 115463 383999 605384 3959621 2950672 235009 163381 0 0 1372434 1579368 0 0 569534 722262 1398110 2329705 3140859 1629916 -190187 5811120 5590915 383948 349281 5427172 5241634 X AS STEWARDS, TALESIN PRESERVATION, INC.'S DUAL MISSION IS TO PRESERVE THE CULTURAL, BUILT AND NATURAL ENVIORNMENTS THAT COMPRISE THE TALIESIN PROPERTY AND TO CONDUCT PUBLIC EDUCATIONAL AND CULTURAL PROGRAMMING THAT PROVIDES A GREATER UNDERSTANDING OF FRANK LLOYD WRIGHT'S ARCHITECTURE AND IDEAS 0 0 1949072 2533961 VISITATION PROGRAM:THIS PROGRAM RESPONDS TO A GROWING PUBLIC DEMAND FOR A FIRST-HAND EDUCATIONAL EXPERIENCE AT THE TALIESIN ESTATE. EACH YEAR, OVER 25,000 GUESTS VISIT THE HISTORIC SITE. SEVERAL COMPREHENSIVE TOURS ARE OFFERED AS WELL AS PROGRAMMING TO INTEGRATE THE PRESERVATION FOCUS ON ARCHITECTURE, NATURE AND CULTURE. ENHANCED PUBLIC ACCESS OPPORTUNITIES ALLOW VISITORS TO EXPERIENCE THE TALIESIN LEGACY OF ARCHITECTURE AND DESIGN, EDUCATION, AGRICULTURE AND THE ARTS. TO BALANCE THE VISITOR EXPERIENCE, A GIFTSHOP, CAFE AND EXHIBITS ON FRANK LLOYD WRIGHT'S LIFE, WORK, AND CONCEPTS ARE ALSO OFFERED. 164605 163381 PRESERVATION PROGRAM:THIS PROGRAM PROVIDES RESOURCES FOR THE ONGOING PRESERVATION OF THE TALIESIN ESTATE. THIS INCUDES FINANCIAL CONTRIBUTIONS TOWARD PRESERVATION WORK ON THE BUILDINGS AND LANDSCAPES, AS WELL AS PRESERVATION COMMITTEE SUPPORT AND PROFESSIONAL WISCONSIN CONNECTIONS IN ORDER TO ENSURE THE INTEGRITY OF THE SITE FOR FUTURE GENERATIONS. 2113677 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 84 1 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ANDREA DUMKE 6085887900 5607 COUNTY ROAD C SPRING GREEN WI 53588 DIANE AL SHIHABI DIRECTOR 1.00 X 0 0 0 KARL KRAEMER DIRECTOR 1.00 X 0 0 0 CANDEE ARNDT DIRECTOR 1.00 X 0 0 0 JOHN MACY SECRETARY 1.00 X X 0 0 0 ALAN BREY TREASURER 1.00 X X 0 0 0 MICHAEL MAISTELMAN DIRECTOR 1.00 X 0 0 0 DOUGLAS BUCK DIRECTOR 1.00 X 0 0 0 RICK MCKENNA DIRECTOR 1.00 X 0 0 0 MICHAEL HUFFMAN DIRECTOR 1.00 X 0 0 0 DIANE MORGENTHALER DIRECTOR 1.00 X 0 0 0 THAD NATION VICE CHAIRMEN 1.00 X X 0 0 0 BRIAN SCHIMMING DIRECTOR 1.00 X 0 0 0 PHILLIP PRANGE CHAIRMEN 1.00 X X 0 0 0 MARK SCHMITZ DIRECTOR 1.00 X 0 0 0 JEFF RAASCH DIRECTOR 1.00 X 0 0 0 VALENTINE SCHUTE JR DIRECTOR 1.00 X 0 0 0 GERARD RANDALL DIRECTOR 1.00 X 0 0 0 MICHAEL VAN ASTEN DIRECTOR 1.00 X 0 0 0 ROSHELLE RITZENTHALER DIRECTOR 1.00 X 0 0 0 JAIME ZIMMERMAN DIRECTOR 1.00 X 0 0 0 ANNE SAYERS DIRECTOR 1.00 X 0 0 0 ANDREA DUMKE FINANCE DIRECTOR 40.00 X 37504 0 6222 CARRIE RODAMAKER EXECUTIVE DIRECTOR 40.00 X 126781 0 9668 CYPRESS YORK PRIOR FINANCE DIRECTOR 40.00 X 15618 0 1489 179903 0 17379 1 0 0 0 0 268868 268868 TOURS 713990 1798501 1798501 EDUCATIONAL PROGRAMS 611600 162456 162456 1960957 97207 97207 599658 16000 597402 0 2256 16000 18256 18256 782614 402387 380227 380227 CAFE REVENUE 722514 192777 192777 FACILITY RENTAL 900099 25157 25157 MISCELLANEOUS 900099 7223 7223 225157 2950672 2533961 25157 122686 163381 163381 205587 102793 51397 51397 1126878 847106 200342 79430 18517 3505 10382 4630 119924 88141 25217 6566 108462 72017 25499 10946 24235 24235 140912 46753 74791 19368 15855 15855 43169 4235 31662 7272 23709 23709 269949 269949 6899 1949 1240 3710 383 383 86768 86768 55699 55699 UBIT 580 580 CAPITAL CAMPAIGN EXPENS 349052 349052 CAFE EXPENSES 111738 111738 SUPPLIES 69036 61851 3330 3855 200126 173120 9553 17453 3140859 2113677 457648 569534 109790 121125 1118353 1049696 1510000 500000 22557 10540 67011 89602 44407 66423 2429459 1663642 748105 765817 55563 2123484 2135334 864228 5811120 5590915 381879 299795 2069 49486 383948 349281 X 3878156 4268692 1549016 972942 5427172 5241634 5811120 5590915 -190187 4649 0 X X 0 1 X 1 0 X 587433 1229694 230284 1763668 268868 4079947 635103 1858220 2104495 2407760 2936348 9941926 3710 5034 25202 7993 7223 49162 1226246 3092948 2359981 4179421 3212439 14071035 0 0 0 14071035 15663 13023 14365 59356 97207 199614 5686 6546 12232 15663 13023 14365 65042 103753 211846 1241909 3105971 2374346 4244463 3316192 14282881 0.98520 0.98950 0.01480 0.01050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 800.00 1 0 1 1 13725.00 223994 1 86070 86070 1814625 1232920 581705 138258 116078 22180 390506 314644 75862 765817 EASEMENT RIGHT 864228 864228 X 2893463 4649 49880 54529 2838934 111738 111738 2950672 3079001 49880 49880 3029121 111738 111738 3140859 PART X, LINE 2: TALIESIN PRESERVATION, INC. (TPI) IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. TPI HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAFE EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: CAFE EXPENSES PART II, LINE 5: THE ORGANIZATION HAS A WRITTEN POLICY REGARDING THE PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENT REFLECTED IN THE ORGANIZATION'S EASEMENT DOCUMENTS. PER THE DOCUMENTS IF A DEFAULT OR BREACH OF THE EASEMENT OCCURS THE ORGANIZATION WILL HAVE FIFTEEN (15) DAYS TO REMEDY THE BREACH. IF THE BREACH IS NOT REMEDIED WITHIN THE 15 DAY PERIOD AND THEY WISH TO MAKE A REMEDY THEY WILL BE GRANTED SUCH TIME AS IT WOULD REASONABLY TAKE TO REMEDY THE DEFAULT. IF THE ORGANIZATION DOES NOT REMEDY THE DEFAULT THEN THE FOUNDATION MAY INSTITUTE SUITS TO ENJOIN THE BREACH, REQUIRE THAT THE PROPERTY BE RESTORED PROMPTLY TO THE CONDITION REQUIRED BY THE EASEMENT AGREEMENT OR EXERCISE ANY AND ALL OTHER REMEDIES THAT MAY BE AVAILABLE. PART II, LINE 9: THE FRANK LLOYD WRIGHT FOUNDATION (THE "FOUNDATION") OWNS THE PROPERTY, BUILDINGS, AND LICENSING RIGHTS OF FRANK LLOYD WRIGHT. TPI COMPENSATED THE FOUNDATION IN ORDER TO OBTAIN ACCESS TO THE PROPERTIES IN PERPETUITY. THE AMOUNT ORIGINALLY PAID FOR THE EASEMENT RIGHTS WAS $1,571,323. THE ACCUMULATED AMORTIZATION OF EASEMENT RIGHTS THROUGH DECEMBER 31, 2001, WAS $707,095 AND A NET BOOK VALUE OF $864,228. SINCE 2001, THE NET BOOK VALUE OF THE EASEMENT RIGHTS IS ANNUALLY REVIEWED FOR IMPAIRMENT. THERE WAS NO IMPAIRMENT OF EASEMENT RIGHTS DURING 2024 OR 2023. THE BALANCE OF THE EASEMENT RIGHTS AT DECEMBER 31, 2024 AND 2023 WAS $864,228. 1 FRANK LLOYD WRIGHT FOUNDATION 12621 N FRANK LLOYD WRIGHT BLVD SCOTTSDALE AZ 85259 860197576 501(C)(3) 163381 0 PRESERVATION 1 PART 1, LINE 2: ALL GRANT-FUNDED PROGRAMS OR PROJECTS ARE MANAGED ACCORDING TO THE TERMS SET FORTH IN THE GRANT AGREEMENT AND TALIESIN PRESERVATION POLICIES AND PROCEDURES. IT IS THE RESPONSIBILITY OF THE GRANT PROJECT MANAGER TO ENSURE THAT FUNDS ARE PROPERLY EXPENDED AND THE TIMELINE REQUIREMENTS ARE MET. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER THEN IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES MONITOR AND ENFORCE COMPLIANCE. THE ORGANIZATION RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT FROM ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ON AN ANNUAL BASIS. ANY INDIVIDUAL WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST WILL BE RECUSED FROM ANY DISCUSSION OR VOTE ON THE MATTER TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA AND EMPLOYEE REVIEWS ARE UTILIZED. THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR COMPENSATION. PER ACCOUNTING MANUAL: WAGES ARE EVALUATED AND UPDATED ON AN ANNUAL BASIS THROUGH THE BUDGET PROCESS. AFTER APPROVAL BY THE BOARD, WRITTEN AUTHORIZATIONS BY THE EXECUTIVE DIRECTOR ARE REQUIRED FOR ANY CHANGES IN SALARIES, HIRING, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.