efile Public Visual Render
ObjectId: 201830859349300723 - Submission: 2018-03-26
TIN: 39-6075684
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
16
Open to Public Inspection
A
For the 2016 calendar year, or tax year beginning
10-01-2016
, and ending
09-30-2017
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
EPHRAIM HISTORICAL FOUNDATION INC
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 165
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EPHRAIM
,
WI
542110165
D Employer identification number
39-6075684
E Telephone number
(920) 854-9688
G
Gross receipts $
396,895
F
Name and address of principal officer:
THEA THOMPSON
PO BOX 165
EPHRAIM
,
WI
542110165
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.EPHRAIM.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1949
M
State of legal domicile:
WI
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
TO PRESERVE AND SHARE THE HERITAGE AND HISTORY OF THE VILLAGE OF EPHRAIM, WISCONSIN.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
13
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
13
5
Total number of individuals employed in calendar year 2016 (Part V, line 2a)
......
5
11
6
Total number of volunteers (estimate if necessary)
.............
6
100
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
221,624
257,549
9
Program service revenue (Part VIII, line 2g)
.........
6,914
5,371
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
21,690
57,652
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
14,090
26,047
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
264,318
346,619
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
0
0
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
147,318
154,148
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
0
0
b
Total fundraising expenses (Part IX, column (D), line 25)
35,541
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
134,232
145,932
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
281,550
300,080
19
Revenue less expenses. Subtract line 18 from line 12
.......
-17,232
46,539
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
2,388,307
2,364,589
21
Total liabilities (Part X, line 26)
.............
18,664
3,559
22
Net assets or fund balances. Subtract line 21 from line 20
.....
2,369,643
2,361,030
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
2018-03-21
Signature of officer
Date
THEA THOMPSON
EXECUTIVE DIRECTOR
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
WENDY MALLO
Preparer's signature
WENDY MALLO
Date
2018-03-21
Check
if
self-employed
PTIN
P01250277
Firm's name
SCHENCK SC
Firm's EIN
39-1173131
Firm's address
PO BOX 23819
GREEN BAY
,
WI
543053819
Phone no.
(920) 436-7800
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2016)
Page 2
Form 990 (2016)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
TO PRESERVE AND SHARE THE HERITAGE AND HISTORY OF THE VILLAGE OF EPHRAIM, WISCONSIN.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
84,355
including grants of $
) (Revenue $
20,821
)
PRESERVATION OF HISTORIC PROPERTIES: THE EPHRAIM HISTORICAL FOUNDATION (EHF), WITH THE FINANCIAL ASSISTANCE OF ITS ENDOWMENT, THE EPHRAIM FOUNDATION HERITAGE FUND, OWNS, OPERATES, AND PRESERVES A TOTAL OF SEVEN HISTORIC BUILDINGS IN THE VILLAGE OF EPHRAIM. IN ADDITION TO THE HISTORIC BUILDINGS, THE EHF MAINTAINS THE GROUNDS OF THESE BUILDINGS, A GREEN SPACE IN THE VILLAGE, AND AN ADMINISTRATIVE BUILDING EQUIPPED WITH CLIMATE-CONTROLLED STORAGE, OFFICES, AND A CONFERENCE ROOM. EACH PROPERTY PRESENTS ITS OWN PRESERVATION AND MAINTENANCE CHALLENGES, SUCH AS ENSURING THE HISTORICAL INTEGRITY OF THE PROPERTIES, BUT UNDER THE DIRECTION OF A DEDICATED BUILDINGS & GROUNDS COMMITTEE (MADE UP ENTIRELY OF VOLUNTEERS) AND THE SUPPORT OF OUR MEMBERSHIP, THE EHF IS ABLE TO MEET THESE CHALLENGES IN A TIMELY AND RESPONSIBLE MANNER. THE COMMITTEE ROUTINELY DOES WALK-THROUGHS OF ALL THE EHF PROPERTIES AND COMPILES A LIST OF REPAIRS AND MAINTENANCE NEEDED. THESE NEEDS ARE THEN PRIORITIZED AND COMPLETED, OFTEN THROUGH THE GENEROUS DONATIONS OF OUR MEMBERS. THESE BUILDING SERVE AS MUSEUMS, ARCHIVES, AND ADMINISTRATIVE OFFICES FOR THE EHF SO THAT WE MAY CONTINUE TO FULFILL OUR MISSION.PIONEER SCHOOL MUSEUM (1880): THE PIONEER SCHOOL MUSEUM IS THE "FLAGSHIP" MUSEUM OF THE EHF. THE EHF WAS FOUNDED IN 1949 BECAUSE OF COMMUNITY MEMBERS' DESIRE TO SAVE THIS HISTORIC ONE-ROOM SCHOOLHOUSE. TODAY, THE SCHOOL IS A MUSEUM INTERPRETED TO THE LATE 1930S. ITS FINISHED BASEMENT PROVIDES ADDITIONAL, CLIMATE-CONTROLLED STORAGE FOR EHF ARCHIVES, ARTIFACTS, AND RECORDS. IN 2017, A NEW HVAC SYSTEM WAS INSTALLED IN THE SCHOOL TO AID IN CLIMATE CONTROL.ANDERSON BARN MUSEUM (1880): THE ANDERSON BARN HISTORY MUSEUM INCLUDES TWO EXHIBITION AREAS AND A HANDS-ON HAYLOFT AREA FOR CHILDREN. THIS 1880S BARN WAS PURCHASED AND REHABILITATED BY THE EHF IN THE 1980S AND SERVED FOR MANY YEARS AS BOTH A MUSEUM AND THE ADMINISTRATIVE CENTER FOR THE EHF. NOW, WITH THE CONSTRUCTION OF THE ARC (SEE BELOW), THE BARN IS DEDICATED ENTIRELY TO ROTATING EXHIBITS. IN 2017, OUR FEATURED EXHIBIT IN THE ANDERSON BARN WAS "WHEN JOHNNY COMES MARCHING HOME: EPHRAIM'S CIVIL WAR STORIES".GROUNDS OF THE ANDERSON BARN HISTORY MUSEUM: WHEN THE ARC WAS CONSTRUCTED, A DONOR PROVIDED FUNDING TO CREATE A LARGE INVITING GARDEN AND LAWN AT THE SITE. THE GARDEN AND LAWN ARE ENJOYED BY MEMBERS, THE PUBLIC, AND LOCAL ARTISTS. IT ALSO IS USED FOR MANY OF OUR CHILDREN'S PROGRAMS. BECAUSE OF THE SIZE OF THE GARDEN AND LAWN, THE DONOR PROVIDED THE EHF WITH AN UNDERGROUND SPRINKLER SYSTEM TO HELP MAINTAIN THE GARDEN DURING THE SUMMER MONTHS. THE DONOR ALSO PROVIDES FUNDING FOR ROUTINE LANDSCAPE MAINTENANCE.ARCHIVAL RESOURCE CENTER (ARC) (2009): THE ARC WAS CONSTRUCTED IN 2009 AS AN ATTACHMENT TO THE ANDERSON BARN HISTORY MUSEUM. THIS BUILDING WAS FULLY FUNDED THROUGH DONATIONS. IT INCLUDES THE EHF ADMINISTRATIVE OFFICES, CONFERENCE ROOM, AND ARCHIVAL STORAGE (ALL CLIMATE-CONTROLLED). EPHRAIM ORGANIZATIONS ARE ABLE TO UTILIZE OUR CONFERENCE ROOM FOR THEIR MEETINGS, AND MANY HAVE DONE SO SINCE THE BUILDING WAS CONSTRUCTED. SVALHUS (1890): THIS IS AN UNUSUAL LOG BUILDING, DESIGNED IN THE TRADITIONAL NORWEGIAN STYLE OF THE SVALHUS OR "COOLING HOUSE." THE PROPERTY WAS ORIGINALLY OWNED BY AN EARLY SETTLER OF EPHRAIM. THE BUILDING LATER WAS USED BY A HOTEL AS A SUMMER COTTAGE. IN THE MID-1990S, THE SVALHUS WAS DONATED TO THE EHF. THE EHF USED THE PROPERTY FOR MEETINGS AND AS AN OFFICE BEFORE THE ARC WAS CONSTRUCTED. CURRENTLY IT IS USED FOR CHILDRENS PROGRAMS AND FOR MEETINGS. IN THE SUMMER OF 2017, WORK WAS STARTED ON CREATING A REFERENCE LIBRARY IN THE SVALHUS. THIS IS AN ONGOING PROJECT AND IS FUNDED ENTIRELY THROUGH DONATIONS.ANDERSON STORE MUSEUM (1858): THE ANDERSON STORE WAS BUILT IN THE 1850S BY THE ANDERSON FAMILY (WHO ALSO BUILT THE ANDERSON BARN HISTORY MUSEUM, SEE ABOVE) AND WAS OPERATED BY THE ANDERSON FAMILY FOR 100 YEARS. IN THE 1960S, IT WAS OPENED AS A MUSEUM AND OPERATED BY THE EHF. THE EHF PURCHASED THE BUILDING FROM THE VILLAGE OF EPHRAIM IN THE EARLY 2000S. TODAY, THE STORE IS INTERPRETED AS AN EARLY 1900S STORE, COMPLETE WITH A LARGE AMOUNT OF ORIGINAL MERCHANDISE FOUND IN THE ATTIC OF THE STORE. IN 2017, TWO PERMANENT EXHIBITS (LADIES' WING AND SHOE DISPLAY) WERE REDONE.GOODLESTON CABIN (1855): THE GOODLETSON CABIN WAS BUILT BY PIONEERS IN THE MID-1850S. IT WAS THE FAMILY'S HOME UNTIL THE LATE 1800S. IT LATER BECAME THE HONEYMOON SUITE FOR AN EPHRAIM HOTEL. THE BUILDING WAS DONATED TO THE EHF IN THE MID-1970S AND TODAY IS ONE OF OUR MUSEUMS, GIVING VISITORS A GLIMPSE AT PIONEER LIFE.HISTORIC IVERSON HOUSE (1853) AND THE GROENFELDT STABLE (1860S): THE IVERSON HOUSE IS ONE OF THE OLDEST FRAME BUILDINGS IN NORTHERN DOOR COUNTY AND WAS ONE OF THE FIRST BUILDINGS CONSTRUCTED IN EPHRAIM AFTER THE VILLAGE'S FOUNDING IN 1853. THE HOUSE SERVED AS THE HOME OF THE REVEREND IVERSON FAMILY AS WELL AS THE COMMUNITY'S CHURCH (MORAVIAN) AND SCHOOL. LATER MINISTERS LIVED IN THE HOME AND A STABLE WAS ADDED TO THE PROPERTY IN THE 1860S. IN THE EARLY 1900S THE PROPERTY WAS PURCHASED BY A FAMILY AND USED AS A PRIVATE SUMMER HOME UNTIL THE EHF PURCHASED IT IN 2001. THE FAMILY, WHO SPENT SUMMERS IN THE HOME FOR THE MAJORITY OF THE 20TH CENTURY, WAS VERY CONTENTIOUS ABOUT MAINTAINING THE BUILDING'S HISTORICAL INTEGRITY AND VERY FEW MODERN AMENITIES WERE ADDED TO THE BUILDING. IT IS NOW ONE OF OUR MUSEUMS AND IS INTERPRETED TO THE 1880S BECAUSE OF A NUMBER OF LETTERS WRITTEN BY THE MINISTER AND HIS WIFE DESCRIBING THE INTERIOR OF THE HOME AND LIFE IN EPHRAIM. IN 2013, THE ENTIRE EXTERIOR OF THE BUILDING WAS WHITEWASHED (USING AN ANTIQUE WHITEWASH RECIPE) AND THE TRIM WAS REPAINTED. THE BUILDING HAS NEVER BEEN PAINTED, ONLY WHITEWASHED, SINCE IT WAS BUILT IN 1853. OLGA DANA GREEN: THE OLGA DANA GREEN IS A SMALL GREEN SPACE LOCATED IN THE MIDDLE OF THE VILLAGE. IT WAS DONATED TO THE EHF IN THE 1970S WITH THE CONDITION THAT IT WOULD ALWAYS REMAIN A GREEN AREA FOR THE COMMUNITY TO ENJOY. OTHER EPHRAIM ORGANIZATIONS UTILIZE THE SPACE FOR ACTIVITIES AND THE EHF USES IT FOR CHILDREN'S PROGRAMS. THE GREEN OFFERS A SPECTACULAR VIEW OF THE HARBOR AND MANY VISITORS TO EPHRAIM ENJOY RELAXING ON THE GREEN.
4b
(Code:
) (Expenses $
37,362
including grants of $
) (Revenue $
4,468
)
EDUCATION AND OUTREACH PROGRAMS: AN IMPORTANT PART OF OUR MISSION IS EDUCATIONAL AND OUTREACH PROGRAMS, ALL OF WHICH ARE DESIGNED TO ENGAGE A WIDE VARIETY OF AUDIENCE WITH THE HISTORY AND HERITAGE OF THE EPHRAIM COMMUNITY, AND TO PROVIDE A STRONG SENSE OF COMMUNITY. WE OFFER A WIDE VARIETY OF CHILDREN PROGRAMS, ADULT PROGRAMS, FAMILY PROGRAMS AND TOURS. WE ALSO STRIVE TO BE A COOPERATIVE MEMBER OF BOTH THE EPHRAIM AND DOOR COUNTY COMMUNITY; A NUMBER OF OUR PROGRAMS ARE DONE IN COLLABORATION WITH OTHER AREA ORGANIZATIONS.CHILD'S PLAY: A MORNING PROGRAM AIMED AT CHILDREN AGES 4 AND UP. CHILDREN HEAR A STORY (USUALLY HISTORICALLY THEMED) AND THEN DO A RELATED CRAFT. WE DO FIVE PROGRAMS PER SUMMER. WE HAVE ESTABLISHED A STRONG COLLABORATIVE RELATIONSHIP BETWEEN THE EHF AND THE EPHRAIM LIBRARY FOR THIS PROGRAM.TEACHING TRUNK PROGRAM: AN OUTREACH PROGRAM CONDUCTED IN THE GIBRALTAR SCHOOLS IN FISH CREEK, WI. A TRUNK, CONTAINING AUTHENTIC ARTIFACTS AND RELATED ACTIVITIES, IS PRESENTED TO SEVERAL CLASSES. A STAFF MEMBER AND VOLUNTEER ACCOMPANY THE TRUNK DRESSED IN COSTUME REPRESENTING HISTORICAL FIGURES FROM EPHRAIM'S PAST. THEY WERE ABLE TO DESCRIBE WHAT LIFE WAS LIKE FOR THEIR CHARACTERS. EACH TRUNK WAS DESIGNED TO BE GRADE-SPECIFIC AND RELATED TO CURRENT CURRICULUM. IN 2013-2014, THE EHF VISITED THE 4TH GRADERS AND KINDERGARTENERS A TOTAL OF THREE TIMES WITH THREE DIFFERENT TRUNKS (TRUNK TOPICS RELATE TO THE HISTORY OF EPHRAIM AND DOOR COUNTY AND INCLUDED: EARLY YEARS IN EPHRAIM; THE VICTORIAN ERA; TOURISM AND THE CHERRY INDUSTRY). IN 2014-2015, THE TRUNK PROGRAM VISITED THE 4TH AND 8TH GRADERS WITH THREE TRUNKS (TOPICS TO INCLUDE: EARLY YEARS IN EPHRAIM; TOURISM AND THE CHERRY INDUSTRY; PENINSULA PARK AND THE CCC CAMP (THIS IS A COLLABORATIVE EFFORT WITH THE PENINSULA PARK). A SPECIAL HOLIDAY TRUNK WAS TAKEN INTO THE KINDERGARTEN CLASS. THE EHF CONTINUED TO VISIT THE THESE SAME GRADES IN 2016-2017.GIBRALTAR'S 3RD GRADERS TOUR (STARTED IN EARLY 1990S): WE HOST THE GIBRALTAR SCHOOL'S 3RD GRADERS FOR A DAY AND GIVE THEM A TOUR OF THE VILLAGE AND WE END WITH AN ICE CREAM SOCIAL AT THE EPHRAIM MORAVIAN CHURCH. BETHANY LUTHERAN CHURCH IS INCLUDED IN THIS TOUR AS WELL AS OUR HISTORIC BUILDINGS. EHF MUSEUMS: DURING THE SUMMER SEASON, THE EHF OPERATES A TOTAL OF FIVE MUSEUMS: THE ANDERSON BARN HISTORY MUSEUM; THE ANDERSON STORE MUSEUM; THE PIONEER SCHOOL; THE GOODLETSON CABIN; AND THE HISTORIC IVERSON HOUSE MUSEUM. THE HISTORIC IVERSON HOUSE CAN BE VIEWED ONLY BY SCHEDULED TOUR. THE OTHER MUSEUMS ARE OPEN DURING THE SUMMER AND VISITORS ARE WELCOMED. EACH MUSEUM PROVIDES A DISTINCT ILLUSTRATION OF EPHRAIM'S HISTORY AND IS FURNISHED WITH ARTIFACTS FROM THE FOUNDATION'S COLLECTIONS: THE ANDERSON STORE FUNCTIONS AS A MUSEUM STORE, SELLING LOCAL HISTORY BOOKS, PENNY CANDY, AND HOLLYHOCK SEEDS AMONG OTHER WARES, WHILE ALSO DISPLAYING MANY ORIGINAL ARTIFACTS INCLUDING PATENT MEDICINES, SHOES, AND HOUSEHOLD GOODS; THE PIONEER SCHOOL IS INTERPRETED TO THE SCHOOL DAYS OF 1939 WITH DESKS AND BLACKBOARDS; THE ONE-ROOM GOODLETSON CABIN EXHIBIT INTERPRETS PIONEER LIFE ON THE FRONTIER IN 1855; AND THE HISTORIC IVERSON HOUSE IS INTERPRETED TO THE 1880'S, WITH A PERMANENT EXHIBIT ILLUSTRATING THE TIME OF ANNA AND ANDERS PETTERSON, THE THIRD MORAVIAN MINISTER AND HIS FAMILY AND WITH REFERENCE TO PASTOR IVERSON, THE BUILDER OF THE HOUSE. THE ANDERSON BARN STANDS APART FROM THE REST OF THE MUSEUMS AS IT INCLUDES ANNUALLY ROTATING EXHIBITS, FEATURING THE FOUNDATION'S COLLECTIONS AND A GENEALOGY PROJECT. UPSTAIRS IN THE ANDERSON BARN OUR HANDS-ON HAYLOFT FEATURES OUR CHILDREN'S MASCOT, BJORN THE HORSE. THE HAYLOFT IS A PLACE WHERE CHILDREN CAN ENGAGE WITH OLD-FASHIONED GAMES AND TOYS, MATCH TRADITIONAL QUILT PATTERNS, WRITE A REPRODUCTION POSTCARD HOME AT THE OLD POSTMASTER'S DESK, TRY ON OLD-STYLE CLOTHES, AND PLAY HOUSE IN THE HOMEMAKING AREA. HISTORIC WALKING TOUR (BEGAN IN EARLY 1990S): WALKING TOURS OF THE VILLAGE ARE OFFERED ONCE A WEEK DURING THE SUMMER. VISITORS TAKE A LEISURELY WALK AROUND THE VILLAGE WITH A VOLUNTEER TOUR GUIDE, WHO PROVIDES THE HISTORY OF THE VILLAGE, BEGINNING WITH THE FOUNDING IN 1853 THROUGH MODERN DAY. CLASSIC TRAM TOUR: TRAM TOURS OF THE VILLAGE ARE OFFERED DAILY WHEN THE EHF MUSEUMS ARE OPEN. GUESTS ARE CHAUFFEURED AROUND THE VILLAGE IN OUR ELECTRIC TRAM AND ARE PROVIDED A DETAILED HISTORY OF THE VILLAGE BY A KNOWLEDGEABLE VOLUNTEER DRIVER. THE EHF PURCHASED THE ELECTRIC TRAM IN 2010.HERITAGE TRAM TOUR: THE HERITAGE TRAM TOURS ARE OFFERED ON TUESDAY AFTERNOONS TO GIVE VISITORS A DETAILED HISTORY OF THE MORAVIAN RELIGION AND THE MORAVIAN HISTORY OF EARLY EPHRAIM; THE VILLAGE WAS FOUNDED IN 1853 BY A MORAVIAN MINISTER AND HIS CONGREGATION. THIS TOUR INCLUDES STOPS AT THE HISTORIC IVERSON HOUSE, THE EPHRAIM MORAVIAN CHURCH, AND THE EPHRAIM MORAVIAN CEMETERY. IVERSON/MORAVIAN CHURCH WALKING TOUR: KNOWLEDGEABLE DOCENTS GIVE VISITORS AN INSIGHTFUL TOUR OF THE HISTORIC IVERSON HOUSE AND THE EPHRAIM MORAVIAN CHURCH ON THIS THURSDAY AFTERNOON TOUR. HISTORY SPEAKS: THIS LECTURE SERIES WAS ESTABLISHED IN THE LATE 1980S AND CONTINUES TO THIS DAY. SPEAKERS PRESENT ON A VARIETY OF TOPICS RELATING TO DOOR COUNTY AND WISCONSIN HISTORY AND CULTURE. PROGRAMS TAKE PLACE IN THE EPHRAIM VILLAGE HALL ON TUESDAY EVENINGS IN JULY. THIS IS A FREE EVENT AND IS OPEN TO THE PUBLIC. SUNDAY NIGHT SINGALONGS: THIS PROGRAM IS OPEN TO THE PUBLIC AT NO CHARGE. A SONG LEADER AND A PIANIST LEAD ATTENDEES IN AN HOUR-LONG SING ALONG OF CLASSIC AMERICAN FOLK TUNES AND SONGS. IN 2017 WE HELD EIGHT SINGALONG PROGRAMS.EPHRAIM HERITAGE DAY: THE FIRST DAY OF OUR SEASON IS "FREE MUSEUM DAY AND ALL OUR MUSEUMS ARE OPENED TO THE PUBLIC AT NO CHARGE. THE BUILDINGS ARE STAFFED BY DOCENTS AND VOLUNTEERS WHO GREET VISITORS AND SHARE INFORMATION ABOUT THE EHF MISSION AND OUR PROGRAMS. WE WORK WITH OTHER EPHRAIM NON-PROFITS ON THIS EVENT AND PROMOTE OTHER CULTURAL INSTITUTIONS IN THE VILLAGE.ANNUAL SUMMER SOCIAL: THIS IS OUR ANNUAL FUND-RAISING DINNER, ORGANIZED BY VOLUNTEERS. WE AVERAGE ABOUT 200 GUESTS, WHICH OFTEN FEATURES A HISTORICAL THEME AND MUSIC. IT IS A WONDERFUL WAY FOR EHF MEMBERS TO SEE FRIENDS AND REMINISCE. ALL FUNDS RAISED AT THIS DINNER GO TO SUPPORT THE EHF'S MISSION OF HISTORIC PRESERVATION.HOLIDAY POTLUCK: THIS IS HOLIDAY POTLUCK IN EARLY DECEMBER FOR THOSE MEMBERS AND COMMUNITY MEMBERS TO CELEBRATE THE WINTER HOLIDAYS. CHRISTMAS IN THE VILLAGE: COLLABORATION WITH THE EPHRAIM BUSINESS COUNCIL. A DAY-LONG HOLIDAY CELEBRATION IN THE EPHRAIM VILLAGE HALL FOR THE PUBLIC. THE EHF PROVIDES OLD-FASHIONED GAMES FOR THE DAY AND ASSISTS WITH THE SET-UP AND TAKE-DOWN.HERITAGE ALLIANCE OF DOOR COUNTY: COLLABORATION WITH OTHER DOOR COUNTY HISTORICAL SOCIETIES AND ORGANIZATIONS. THIS GROUP WAS FIRST ESTABLISHED BY THE EPHRAIM HISTORICAL FOUNDATION IN 1998 WITH THE PURPOSE OF BRINGING TOGETHER THE HISTORY ORGANIZATIONS OF DOOR COUNTY TO SHARE KNOWLEDGE AND EXPERIENCE, AND EXPLORE POSSIBLE COLLABORATIONS; IT WAS TO BE A SERVICE ORGANIZATION FOR THOSE INVOLVED WITH HISTORICAL PRESERVATION AND PRESENTATION IN DOOR COUNTY. THE HERITAGE ALLIANCE OF DOOR COUNTY HAS DONE A NUMBER OF COLLABORATIVE PROJECTS AND PROGRAMS OVER THE YEARS.
4c
(Code:
) (Expenses $
53,370
including grants of $
) (Revenue $
)
PRESERVATION AND PRESENTATION OF THE HISTORY OF EPHRAIM: A GREAT DEAL OF WORK GOES ON BEHIND THE SCENES IN THE EHF ARCHIVES AND IN OUR ARTIFACT STORAGE AREAS. THE EHF IS THE STEWARD FOR A LARGE AND VARIED COLLECTION OF ARTIFACTS AND ARCHIVES. FROM THE OBJECTS AND DOCUMENTS IN OUR COLLECTION WE CONDUCT RESEARCH ON THE HISTORY AND HERITAGE OF EPHRAIM AND THIS RESEARCH IS THEN USED IN PROGRAMS, EXHIBITS, PUBLICATIONS, RESEARCH REQUESTS FROM EHF MEMBERS AND THE PUBLIC, AND TO ADD TO OUR OWN UNDERSTANDING OF THE COMMUNITY WE REPRESENT.ARCHIVES AND COLLECTION CARE AND DOCUMENTATION: THE EHF HAS A PROFESSIONAL CURATORIAL STAFF (EXECUTIVE DIRECTOR/CURATOR AND COLLECTION MANAGER) TASKED TO WORK WITH AN ARCHIVES COMMITTEE OF VOLUNTEERS TO ENSURE THE PROPER CARE AND DOCUMENTATION OF THE EHF'S COLLECTION. THE EHF IS THE ONLY HISTORICAL ORGANIZATION IN DOOR COUNTY EQUIPPED WITH CLIMATE-CONTROLLED (TEMPERATURE AND HUMIDITY) STORAGE AREA AND THE STAFF NEEDED TO CARE FOR THE COLLECTIONS. THE EHF STAFF OFTEN SERVES AS A RESOURCE FOR OTHER HISTORIC ORGANIZATION AND HISTORY SOCIETIES IN DOOR COUNTY. THE COMMUNITY RECOGNIZES THE EHF'S ABILITY TO RESPONSIBLY AND PROFESSIONALLY CARE FOR ARTIFACTS AND AS SUCH, THE EHF RECEIVES A NUMBER OF INTERESTING AND IMPORTANT OBJECTS AND DOCUMENTS ANNUALLY. THE CURATOR AND THE ARCHIVE COMMITTEE MAKE DECISIONS ON WHICH ITEMS TO ADD TO THE EHF COLLECTIONS. AS ITEMS COME INTO THE COLLECTION, THEY ARE DOCUMENTED; HOWEVER, THERE REMAIN A LARGE NUMBER OF ARTIFACTS THAT WERE DONATED TO THE EHF BEFORE THE IMPLEMENTATION OF PASTPERFECT IN THE EARLY 1990S. DOCUMENTING THESE ARTIFACTS IS ONGOING WORK AND GREAT STRIDES ARE BEING MADE. WORK CONTINUES ON REORGANIZING THE EHF COLLECTIONS IN THE STORAGE AREAS. IN 2014, A SUMP PUMP OVER-FLOW CAUSED OUR BASEMENT TO FLOOD, BUT EFFECTIVE DISASTER PLANNING, INCLUDING FLASH FREEZING OF AFFECTED MATERIALS, SAVED VIRTUALLY ALL OF OUR ARCHIVAL MATERIALS FROM THE WATER DAMAGE DURING AREA HIGH WATER IN SEPTEMBER, 2014. IN 2016, REPAIRS AND IMPROVEMENTS WERE FINALIZED AND COLLECTIONS WERE RETURNED TO THE ARCHIVAL STORAGE AREAS. ALSO IN 2016, THE EHF HIRED A THIRD FULL-TIME STAFF MEMBER TO ALLOW OUR PROFESSIONAL CURATOR TO FOCUS TIME IN THE COLLECTIONS. WORK CONTINUES ON THE COLLECTIONS AND THE SVALHUS LIBRARY WILL BE AN ADDITIONAL WAY FOR US TO SHARE OUR COLLECTION.EXHIBITS AND RESEARCH: THE EHF'S MUSEUM EXHIBITS ARE ROUTINELY REVIEWED TO ENSURE THE CORRECT INFORMATION IS BEING COMMUNICATED, AND THIS INFORMATION IS BEING COMMUNICATED IN THE MOST EFFECTIVE WAY. THE ANDERSON BARN MUSEUM, WITH ITS ROTATING EXHIBITS, PROVIDES THE MOST FLEXIBILITY REGARDING EXHIBITS, AND ENABLES THE STAFF THE FREEDOM TO EXPERIMENT WITH NEW EXHIBIT IDEAS AND FORMS. FOR SEVERAL YEARS, THE EHF HAS CONDUCTED RESEARCH ON FAMILY GENEALOGIES AND DISPLAYED THE RESEARCH IN THE BARN. THIS EXHIBIT HAS EVOLVED INTO AN ONGOING RESEARCH PROJECT THAT WILL CONTINUE INTO THE FUTURE. OUR ROTATING EXHIBITS ALSO ENABLE THE EHF TO GIVE THE PUBLIC AND MEMBERS ACCESS TO THE EHF'S EXTENSIVE COLLECTION. THE 2017 EXHIBIT WAS ABOUT EPHRAIM'S CIVIL WAR VETERANS.PUBLICATIONS: THE EHF SELLS A VARIETY OF BOOKS IN THE ANDERSON STORE MUSEUMS, ALL OF WHICH ARE RELATED TO THE HISTORY AND HERITAGE OF EPHRAIM AND DOOR COUNTY. A NUMBER OF THESE BOOKS ARE PUBLISHED BY THE EPHRAIM HISTORICAL FOUNDATION.
4d
Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
) (Revenue $
)
4e
Total program service expenses
175,087
Form
990
(2016)
Page 3
Form 990 (2016)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
Yes
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
Yes
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
Yes
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
Form
990
(2016)
Page 4
Form 990 (2016)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2016)
Page 5
Form 990 (2016)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
9
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
11
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2016)
Page 6
Form 990 (2016)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
Yes
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
Yes
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
Yes
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
No
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
13
Did the organization have a written whistleblower policy?
...............
13
No
14
Did the organization have a written document retention and destruction policy?
.........
14
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
PAUL PILLAT
PO BOX 165
EPHRAIM
,
WI
54211
(920) 854-9688
Form
990
(2016)
Page 7
Form 990 (2016)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
PAUL PILLAT
......................................................................
TREASURER/SECRETARY
6.00
.................
X
X
0
0
0
(2)
MARLA HORWITZ
......................................................................
DIRECTOR
4.00
.................
X
0
0
0
(3)
DAVID OLSON
......................................................................
DIRECTOR
1.00
.................
X
0
0
0
(4)
LESLIE HARSCH
......................................................................
DIRECTOR
1.00
.................
X
0
0
0
(5)
MICHAEL LISLE
......................................................................
DIRECTOR
3.00
.................
X
0
0
0
(6)
KATHLEEN PENTLER
......................................................................
DIRECTOR
4.00
.................
X
0
0
0
(7)
SUSAN GEBHARDT
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(8)
MARILYN BACKER
......................................................................
DIRECTOR
1.00
.................
X
0
0
0
(9)
LAWRENCE BALISTRERI
......................................................................
VICE PRESIDENT
3.00
.................
X
X
0
0
0
(10)
RANDY NELSON
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(11)
CHERYL MOORE
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(12)
MARILYN CUSHING
......................................................................
PAST PRESIDENT
2.00
.................
X
X
0
0
0
(13)
RICHARD VOLKMANN
......................................................................
PRESIDENT
8.00
.................
X
X
0
0
0
(14)
THEA THOMPSON
......................................................................
EXECUTIVE DIRECTOR
40.00
.................
X
45,066
0
0
Form
990
(2016)
Page 8
Form 990 (2016)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
45,066
0
0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
0
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
0
Form
990
(2016)
Page 9
Form 990 (2016)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
59,270
c
Fundraising events
..
1c
d
Related organizations
1d
104,000
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
94,279
g
Noncash contributions included
in lines 1a-1f:$
10,256
h Total.
Add lines 1a-1f
.......
257,549
Business Code
2a
ADMISSIONS
712120
5,371
5,371
b
c
d
e
f
All other program service revenue .
g
Total.
Add lines 2a–2f
....
5,371
3
Investment income (including dividends, interest, and other
similar amounts)
......
22,083
22,083
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
(ii) Personal
(i) Real
6a
Gross rents
b
Less: rental expenses
c
Rental income or (loss)
d
Net rental income or (loss)
......
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
74,285
b
Less: cost or other basis and sales expenses
232
38,484
c
Gain or (loss)
-232
35,801
d
Net gain or (loss)
.....
35,569
35,569
8a
Gross income from fundraising events (not including $
of contributions reported on line 1c).
See Part IV, line 18
....
a
16,289
b
Less: direct expenses
...
b
10,160
c
Net income or (loss) from fundraising events
..
6,129
6,129
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
a
5,868
b
Less: cost of goods sold
..
b
1,400
c
Net income or (loss) from sales of inventory
..
4,468
4,468
Business Code
Miscellaneous Revenue
11a
MISCELLANEOUS
900099
15,450
15,450
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
15,450
12
Total revenue.
See Instructions.
.....
346,619
25,289
0
63,781
Form
990
(2016)
Page 10
Form 990 (2016)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2
Grants and other assistance to domestic individuals. See Part IV, line 22
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
....
43,530
4,353
30,471
8,706
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
7
Other salaries and wages
98,041
63,802
21,176
13,063
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
9
Other employee benefits
.......
10
Payroll taxes
...........
12,577
6,055
4,588
1,934
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
c
Accounting
...........
3,790
3,790
d
Lobbying
...........
e
Professional fundraising services.
See Part IV, line 17
f
Investment management fees
......
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
2,123
2,123
12
Advertising and promotion
....
8,957
7,613
896
448
13
Office expenses
.......
13,374
11,076
1,555
743
14
Information technology
......
15
Royalties
..
16
Occupancy
...........
30,936
26,778
3,705
453
17
Travel
............
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
20
Interest
...........
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
45,631
36,505
9,126
23
Insurance
...
20,161
8,948
10,671
542
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
MISCELLANEOUS
16,650
5,918
1,283
9,449
b
EXHIBITS
2,185
2,185
0
0
c
MEMBERSHIP
1,353
1,082
68
203
d
PROGRAMMING & OUTREACH
772
772
0
0
e
All other expenses
25
Total functional expenses.
Add lines 1 through 24e
300,080
175,087
89,452
35,541
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2016)
Page 11
Form 990 (2016)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
193,260
1
25,113
2
Savings and temporary cash investments
.........
2
173,440
3
Pledges and grants receivable, net
......
3
4
Accounts receivable, net
.............
250
4
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
.............
5
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
..............
6
7
Notes and loans receivable, net
....
7
8
Inventories for sale or use
........
25,836
8
25,926
9
Prepaid expenses and deferred charges
......
4,621
9
2,743
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
1,915,676
b
Less: accumulated depreciation
10b
620,472
1,337,559
10c
1,295,204
11
Investments—publicly traded securities
.
396,803
11
450,914
12
Investments—other securities. See Part IV, line 11
.....
12
13
Investments—program-related. See Part IV, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See Part IV, line 11
...........
429,978
15
391,249
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
2,388,307
16
2,364,589
17
Accounts payable and accrued expenses
.....
4,475
17
3,559
18
Grants payable
...
18
19
Deferred revenue
.........
19
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
21
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
22
23
Secured mortgages and notes payable to unrelated third parties
..
23
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
14,189
25
0
26
Total liabilities.
Add lines 17 through 25
..
18,664
26
3,559
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
1,631,981
27
1,630,006
28
Temporarily restricted net assets
...........
504,486
28
490,524
29
Permanently restricted net assets
233,176
29
240,500
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
2,369,643
33
2,361,030
34
Total liabilities and net assets/fund balances
........
2,388,307
34
2,364,589
Form
990
(2016)
Page 12
Form 990 (2016)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
346,619
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
300,080
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
46,539
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
2,369,643
5
Net unrealized gains (losses) on investments
...............
5
-55,152
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
2,361,030
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
No
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2016)
Form 990 (2016)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description