Form 990 for tax year 2022

Filed by CARTER COUNTY GEOLOGICAL SOCIETY.

Totals

Total revenue: $79,038
Total expenses: $64,038
Contributions and grants received: $24,844
Grants paid: $0
Program service revenue: $34,568
Investment income: $17,362
Other revenue: $2,264
Total assets, end of year: $734,173
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $734,173
Program services expenses (Part IX): $64,038
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $64,038

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.

1a · Federated campaigns

$0
1b · Membership dues

$369
1c · Fundraising events

$1,140
1d · Related organizations

$0
1e · Government grants (contributions)

$12,771
1f · All other contributions, gifts and grants

$10,564
1g · Noncash contributions included above

$0
2a · Program service revenue: Educational Programming

total $13,023 · related or exempt $13,023 · unrelated business $0 · excluded $0
2b · Program service revenue: Museum Development

total $7,446 · related or exempt $7,446 · unrelated business $0 · excluded $0
2c · Program service revenue: Outreach

total $14,099 · related or exempt $14,099 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $17,362 · related or exempt $17,362 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$1,140
10a · Gross sales of inventory

$45,669
10b · Cost of goods sold

$43,405
10c · Net income from sales of inventory

total $2,264 · related or exempt $2,264 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $0 · program services $0 · management and general $0 · fundraising $0
8 · Pension plan contributions

total $0 · program services $0 · management and general $0 · fundraising $0
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $0 · program services $0 · management and general $0 · fundraising $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $0 · program services $0 · management and general $0 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $2,786 · program services $2,786 · management and general $0 · fundraising $0
13 · Office expenses

total $5,664 · program services $5,664 · management and general $0 · fundraising $0
14 · Information technology

total $559 · program services $559 · management and general $0 · fundraising $0
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $0 · program services $0 · management and general $0 · fundraising $0
17 · Travel

total $0 · program services $0 · management and general $0 · fundraising $0
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $0 · program services $0 · management and general $0 · fundraising $0
20 · Interest

total $0 · program services $0 · management and general $0 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $0 · program services $0 · management and general $0 · fundraising $0
23 · Insurance

total $0 · program services $0 · management and general $0 · fundraising $0
24a · Other expenses: Educational Programming

total $19,179 · program services $19,179 · management and general $0 · fundraising $0
24b · Other expenses: Museum Development

total $10,176 · program services $10,176 · management and general $0 · fundraising $0
24c · Other expenses: Outreach

total $10,176 · program services $10,176 · management and general $0 · fundraising $0
24d · Other expenses: Endowment Payment of Income and Contribution

total $15,498 · program services $15,498 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $82,777 · end of year $99,242
2 · Savings and temporary cash investments

beginning of year $691,697 · end of year $634,931
3 · Pledges and grants receivable

beginning of year $0
4 · Accounts receivable

beginning of year $0
5 · Loans and receivables from officers and key people

beginning of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0
7 · Other notes and loans receivable

beginning of year $0
8 · Inventories for sale or use

beginning of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0
11 · Investments: publicly traded securities

beginning of year $0
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0
15 · Other assets

beginning of year $0
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · 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 $156,370 · end of year $161,562
31 · Retained earnings, endowment or other funds

beginning of year $618,104 · end of year $572,611

Mission and programs · 2022

Mission

To increase and diffuse knowledge & appreciation of history, art & science; to discover, excavate & preserve fossils, fossil bones & human artifacts; to advance the science of archaeology & paleontology; to collect and preserve artifacts of historic, artistic & scientific interest & to maintain a library.

Activities or mission (Part I)

To increase & diffuse knowledge & appreciation of history, art & science; to discover, excavate & preserve fossils, fossil bones, & human artifacts; to advance the science of archaeology & paleontology; to collect and preserve artifacts of historic, artistic & scientific interest and to maintain a library.

Educational programming is a central tenant of our mission. In 2022 we held a number of educational events, including the annual Dino Shindig (601), the Junior Scientist Program (290), star parties and dark sky events (60), school tours (152), sewing soirees (26), yoga (28), and vaccine clinics in partnership with Carter County Public Health (82). Virtual programming engaged a total of 14121 people. On site programming served an additional 783 people, and off site programming served a total of 2235 people. For the 10th Annual Dino Shindig we returned to an in-person event and hosted 601 people over a three day period, as well as people for our Dinosaurs and Dark Skies program at Medicine Rocks State Park earlier in the week. Approximately 109271 people were reached through exhibits and programs on-site and virtual education and outreach. Since 2013, the Shindig has served 12868 people. The Shindig earned $12090.39 in program revenue, with expenses of $5231.50. A Recovery Destination Grant from the Montana Office of Tourism covered a total of $12,771 in additional advertising expenses for the event. The Institute for Tourism and Recreation Research (University of Montana) conducted an event survey for the 10th Annual Shindig, which found that the event generated significant income for the surrounding community and that all respondents want to return to the event in the next 1-5 years. Donor restricted income included the Junior Scientist Program ($932.80). Other program expenses included the Jr. Scientist Program ($850) and membership lectures ($326.14).

Expenses $19,179 · Grants $12,771 · Revenue $13,023
Museum Development - Exhibitions at the Carter County Museum follow the narrative of the landscape through the deep past and its evolving relationship between a diverse group of indigenous and ranching cultures. Our collections were amassed over an 80+ year period and represent 90 million years of history and prehistory of Southeastern Montana and Carter County. Contributions to this program service include the SCOPE volunteer program ($560), Carter County Heritage Orchard ($1555.89), and Feek's Vision fund ($5104). Through participation in the Measurement of Museum Social Impact study, the CCM had an income of $112.01. This program service incurs costs related to display materials, archival and conservation supplies and a volunteer program. Much of the funding comes from donor restricted funds and grants allocated for this purpose, including $113.72 for Field Expeditions. The remaining $237.88 amount of the 2021 SHARPS grant was spent in 2022 per the grant guidelines along with $132.61 in additional expenses for a total of $370.49. Donor restricted funds went toward the Feek's Vision Documentary Project ($4518) and display costs ($2254.32). Lab equipment expenses totaled $327.40, Shifting Scenes history project $104.55, Archival $1793.11, $768 professional development for museum staff and volunteers, $558.58 for information tech, and $5664.15 in office expenses, and $40 for the 3D printer project.

Expenses $16,399 · Revenue $7,446
Outreach program services in 2022 include both virtual and in-person services. Participation by the Museum Director included involvement in the Museum Association of Montana, Visit Southeast Montana, the Montana Governor's Tourism Advisory Council, the MT Chapter of the International Dark Sky Association, and National Association for Interpretation. The museum director and curator attended the annual Montana Dinosaur Trail Meeting and Dinosaurs & MOR event at Museum of the Rockies (1924). The Montana Learning Center partnered with the museum for the second year of the Clades & Spades Fossil Camp program, which brought in $3800 in revenue, incurred $400 in expenses, and served 19 people over a one week period in August. The Museum received two grants for a total of $10,000 from the Eastern Plains Economic Development Corporation and Carter County Community Foundation ($8,000) and Reimagining Rural ($2,000) that will be spent in 2023 on the Ekalaka Community Plan per grant agreements. Advertising and promotional expenses totaled $2786. In 2021, we received a Humanities Montana SHARPS project grant of $9,620 to create a second copy of the "Shots" exhibition and bring it to Montana communities in 2022. These funds were spent in 2022 per the grant application. The "Shots Felt 'Round Montana" Tour reached a total of 23536 people including visitors in Chinook, Miles City, Billings, Lewistown, Great Falls, and Hardin. The associated curriculum was taught to 184 students and 72 people attended the documentary film panel discussions. The exhibit won the Museums Association of Montana 2022 Exhibit of the Year award. Other income included registration for a virtual Rock Art workshop held in partnership with the American Rock Art Research Association (299.48). Additional expenses of 155.52 were incurred for virtual outreach in purchasing Zoom. A total of 17968 people were served through in-person and virtual outreach programming in 2022.

Expenses $12,962 · Grants $9,620 · Revenue $14,099
Endowment Fund Payment of Income In 2020, the Carter County Geological Society elected to open a Qualified Endowment Fund with the Montana Community Foundation. Each calendar year, a percentage of gains in the fund are paid out to the museum. In 2022, that revenue was 8,353.12 (reflected in investment income). In 2023, that revenue will be 13465.54. We also contributed 2032.55 to the account (reflected in the endowment).

Expenses $15,498 · Revenue $8,353

As filed on the 2022 return.

Listed in Part VII

Jerry Cline

Trustee

Total calculated

$0

Hours/week

1
Brice Lambert

Trustee

Total calculated

$0

Hours/week

2
Michelle Mehling

Trustee

Total calculated

$0

Hours/week

0
Llane Carroll

President/Chairman

Total calculated

$0

Hours/week

3
Branson Rogers

Vice Chair

Total calculated

$0

Hours/week

2
Marlene Waterland

Secretary/Treasurer

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: 2022
Filed: 15 May 2023
IRS schema version: 2022v5.0
Source object: 202341359349304364

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.