Form 990 for tax year 2022
Filed by WINONA COUNTY HISTORICAL SOCIETY INC.
Totals
- Total revenue
- $594,299
- Total expenses
- $471,651
- Contributions and grants received
- $382,451
- Grants paid
- $0
- Program service revenue
- $8,776
- Investment income
- $89,369
- Other revenue
- $113,703
- Total assets, end of year
- $6,114,774
- Total liabilities, end of year
- $313,562
- Net assets or fund balances, end of year
- $5,801,212
- Program services expenses (Part IX)
- $423,185
- Management and general expenses
- $39,819
- Fundraising expenses
- $8,647
- Program service expenses (Part III)
- $423,185
Program services were 89.7% 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
$36,503
-
1e · Government grants (contributions)
$192,786
-
1f · All other contributions, gifts and grants
$153,162
-
2a · Program service revenue: ADMISSIONS
total $7,562 · related or exempt $7,562
-
2b · Program service revenue: PIONEER SCHOOL
total $972 · related or exempt $972
-
2c · Program service revenue: PHOTOS/COPIES/RESEARCH
total $208 · related or exempt $208
-
2d · Program service revenue: EDUCATION DEPT
total $34 · related or exempt $34
-
3 · Investment income
total $51,139 · excluded $51,139
-
6a · Gross rents
real property $19,106
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $19,106
-
6d · Net rental income or loss
total $19,106 · excluded $19,106
-
7a · Gross sales of assets other than inventory
securities $244,925
-
7b · Less cost or other basis and sales expenses
securities $206,695
-
7c · Gain or loss
securities $38,230
-
7d · Net gain or loss
total $38,230 · excluded $38,230
-
8a · Fundraising events: gross income
$84,408
-
8b · Fundraising events: direct expenses
$20,741
-
8c · Net income from fundraising events
total $63,667 · excluded $63,667
-
10a · Gross sales of inventory
$43,657
-
10b · Cost of goods sold
$24,096
-
10c · Net income from sales of inventory
total $19,561 · excluded $19,561
-
11a · Other revenue: OTHER REVENUE
total $11,369 · excluded $11,369
-
11e · Other revenue, total
$11,369
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $86,471 · program services $64,853 · management and general $12,971 · fundraising $8,647
-
7 · Other salaries and wages
total $35,261 · program services $24,916 · management and general $10,345
-
8 · Pension plan contributions
total $3,051 · program services $3,051
-
9 · Other employee benefits
total $7,014 · program services $6,347 · management and general $667
-
10 · Payroll taxes
total $21,569 · program services $21,569
-
11c · Fees: accounting
total $29,030 · program services $29,030
-
11f · Fees: investment management
total $15,836 · management and general $15,836
-
12 · Advertising and promotion
total $4,000 · program services $4,000
-
13 · Office expenses
total $25,460 · program services $25,460
-
16 · Occupancy
total $80,212 · program services $80,212
-
17 · Travel
total $303 · program services $303
-
20 · Interest
total $36 · program services $36
-
22 · Depreciation, depletion and amortization
total $121,906 · program services $121,906
-
23 · Insurance
total $13,519 · program services $13,519
-
24a · Other expenses: GRANT EXPENSES
total $7,025 · program services $7,025
-
24b · Other expenses: MEMBERSHIPS
total $6,111 · program services $6,111
-
24c · Other expenses: COLLECTIONS
total $4,264 · program services $4,264
-
24d · Other expenses: TELEPHONE
total $2,586 · program services $2,586
-
24e · All other expenses
total $7,997 · program services $7,997
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,753 · end of year $116,696
-
2 · Savings and temporary cash investments
beginning of year $134,549 · end of year $90,033
-
3 · Pledges and grants receivable
beginning of year $212,150 · end of year $206,984
-
8 · Inventories for sale or use
beginning of year $30,175 · end of year $35,121
-
9 · Prepaid expenses and deferred charges
beginning of year $6,055 · end of year $6,229
-
10a · Land, buildings and equipment: cost or other basis
$5,939,611
-
10b · Land, buildings and equipment: accumulated depreciation
$1,819,548
-
10c · Land, buildings and equipment, net
beginning of year $4,204,799 · end of year $4,120,063
-
11 · Investments: publicly traded securities
beginning of year $1,744,410 · end of year $1,539,648
-
17 · Accounts payable and accrued expenses
beginning of year $14,533 · end of year $19,003
-
19 · Deferred revenue
beginning of year $229,462 · end of year $224,590
-
24 · Unsecured notes and loans payable
beginning of year $116,315 · end of year $69,969
-
27 · Net assets without donor restrictions
beginning of year $4,795,233 · end of year $4,672,647
-
28 · Net assets with donor restrictions
beginning of year $1,198,348 · end of year $1,128,565
Mission and programs · 2022
Mission
TO COLLECT, PRESERVE, AND INTERPRET THE HISTORY OF WINONA COUNTY.
-
ARCHIVES RESEARCH, HISTORIC BUNNELL HOUSE, WINONA COUNTY HISTORY CENTER, HISTORICAL EDUCATION, LIBRARY, TOURS, ACTIVITIES, MUSEUM SHOP AND PROGRAMS OF HISTORICAL SIGNIFICANCE ATTENDED BY OVER 20,000 PARTICIPANTS.
Expenses $423,185 · Revenue $8,776
As filed on the 2022 return.
Listed in Part VII
-
Blake PickartBLAKE PICKART
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Judy BodwayJUDY BODWAY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michelle AlexanderMICHELLE ALEXANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane DingfelderDIANE DINGFELDER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Mike BernatzMIKE BERNATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly FluhartyKELLY FLUHARTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Alice AndersonMARY ALICE ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jodi DansingburgJODI DANSINGBURG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janis MartinJANIS MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott HannonSCOTT HANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary StoltmanMARY STOLTMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erich LippmanERICH LIPPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim GoblirschJIM GOBLIRSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne ConwayANNE CONWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gwen CarmanGWEN CARMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt BeckerMATT BECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen SwensonSTEPHEN SWENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill VeerkampJILL VEERKAMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie JohnsonCARRIE JOHNSON
EXECUTIVE DIRECTOR
- Total calculated
- $86,938
- From this org
- $67,356
- From related orgs
- $0
- Other
- $19,582
- Hours/week
- 45
-
Jonelle MooreJONELLE MOORE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
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
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349310077
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