Form 990 for tax year 2023
Filed by SISTER BAY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $130,275
- Total expenses
- $49,018
- Contributions and grants received
- $60,637
- Grants paid
- $0
- Program service revenue
- $3,270
- Investment income
- $27,848
- Other revenue
- $38,520
- Total assets, end of year
- $476,849
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $476,849
- Program services expenses (Part IX)
- $49,018
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $194,075
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$5,938
-
1c · Fundraising events
$7,378
-
1f · All other contributions, gifts and grants
$47,321
-
2a · Program service revenue: MUSEUM ADMISSIONS
total $3,270 · related or exempt $3,270
-
3 · Investment income
total $27,848 · related or exempt $27,848 · unrelated business $0
-
8a · Fundraising events: gross income
$150,086
-
8a · Fundraising events: contributions included on line 1c
$7,540
-
8b · Fundraising events: direct expenses
$117,925
-
8c · Net income from fundraising events
total $32,161
-
10a · Gross sales of inventory
$8,598
-
10b · Cost of goods sold
$4,142
-
10c · Net income from sales of inventory
total $4,456
-
11a · Other revenue
total $1,903 · related or exempt $1,903
-
11e · Other revenue, total
$1,903
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $227 · program services $227
-
12 · Advertising and promotion
total $7,668 · program services $7,668
-
13 · Office expenses
total $7,879 · program services $7,879
-
14 · Information technology
total $6,724 · program services $6,724
-
16 · Occupancy
total $6,749 · program services $6,749
-
23 · Insurance
total $4,810 · program services $4,810
-
24a · Other expenses: UTILITIES - ELECTRIC
total $4,236 · program services $4,236
-
24b · Other expenses
total $0 · program services $0
-
24c · Other expenses: ELECTRIC & PLUMBING REPAIRS
total $10,725 · program services $10,725
-
24d · Other expenses
total $0 · program services $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $69,064 · end of year $185,255
-
11 · Investments: publicly traded securities
end of year $191,594
-
12 · Investments: other securities
beginning of year $224,878 · end of year $0
-
15 · Other assets
beginning of year $100,000 · end of year $100,000
-
17 · Accounts payable and accrued expenses
end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $393,942 · end of year $476,849
Mission and programs · 2023
Mission
Our mission is to encourage, foster and participate in the documentation, preservation and renovation of artifacts, buildings and sites in the sister By area.
Activities or mission (Part I)
Documentation, preservation and dissemination of historical information, artifacts and sites in the Sister Bay area.
-
we operate as a museum. We maintain a 7 acre site with 15 restored buildings which contain exhibits that are open for tours in the summer. We rely on membership fees, donations and fundraisers to cover our operating expenses
Expenses $75,070 · Revenue $87,601
-
We have our ChristKindlMarkt fundraiser for three weekends in November and December. This is our largest fundraiser, needing 100 volunteers. The proceeds go to support our many projects.
Expenses $117,925 · Revenue $157,626
-
In 2020 we were given a 1929, 26 foot Chris-Craft runabout boat. Our project is to maintain it and find or construct a boat house to showcase it.
Expenses $1,080 · Revenue $2,259
As filed on the 2023 return.
Listed in Part VII
-
Pat WeisnerPAT WEISNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Fred JohnsonFRED JOHNSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10
-
Cathleen ManganCATHLEEN MANGAN
TREASURER
- Total calculated
- $0
- Hours/week
- 25
-
Roberta KutlickROBERTA KUTLICK
CURATOR & DIRECTOR
- Total calculated
- $0
- Hours/week
- 15
-
Roberta ChampeauROBERTA CHAMPEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Linda JohnsonLINDA JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 20
-
Robert JischkeROBERT JISCHKE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 25
-
Karen SunstromKAREN SUNSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
John NelsonJOHN NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 20
-
John LijewskiJOHN LIJEWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 20
-
Paula AnschutzPAULA ANSCHUTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202443169349302919
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