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Nonprofiteer
← TALIESIN PRESERVATION INC

Form 990 for tax year 2024

Filed by TALIESIN PRESERVATION INC.

Totals

Total revenue
$2,950,672
Total expenses
$3,140,859
Contributions and grants received
$268,868
Grants paid
$163,381
Program service revenue
$1,960,957
Investment income
$115,463
Other revenue
$605,384
Total assets, end of year
$5,590,915
Total liabilities, end of year
$349,281
Net assets or fund balances, end of year
$5,241,634
Program services expenses (Part IX)
$2,113,677
Management and general expenses
$457,648
Fundraising expenses
$569,534
Program service expenses (Part III)
$2,113,677

Program services were 67.3% 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.

  • 1f · All other contributions, gifts and grants

    $268,868

  • 2a · Program service revenue: TOURS

    total $1,798,501 · related or exempt $1,798,501

  • 2b · Program service revenue: EDUCATIONAL PROGRAMS

    total $162,456 · related or exempt $162,456

  • 3 · Investment income

    total $97,207 · excluded $97,207

  • 7a · Gross sales of assets other than inventory

    securities $599,658 · other assets $16,000

  • 7b · Less cost or other basis and sales expenses

    securities $597,402 · other assets $0

  • 7c · Gain or loss

    securities $2,256 · other assets $16,000

  • 7d · Net gain or loss

    total $18,256 · excluded $18,256

  • 10a · Gross sales of inventory

    $782,614

  • 10b · Cost of goods sold

    $402,387

  • 10c · Net income from sales of inventory

    total $380,227 · related or exempt $380,227

  • 11a · Other revenue: CAFE REVENUE

    total $192,777 · related or exempt $192,777

  • 11b · Other revenue: FACILITY RENTAL

    total $25,157 · unrelated business $25,157

  • 11c · Other revenue: MISCELLANEOUS

    total $7,223 · excluded $7,223

  • 11e · Other revenue, total

    $225,157

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $163,381 · program services $163,381

  • 5 · Compensation of officers, directors and key employees

    total $205,587 · program services $102,793 · management and general $51,397 · fundraising $51,397

  • 7 · Other salaries and wages

    total $1,126,878 · program services $847,106 · management and general $200,342 · fundraising $79,430

  • 8 · Pension plan contributions

    total $18,517 · program services $3,505 · management and general $10,382 · fundraising $4,630

  • 9 · Other employee benefits

    total $119,924 · program services $88,141 · management and general $25,217 · fundraising $6,566

  • 10 · Payroll taxes

    total $108,462 · program services $72,017 · management and general $25,499 · fundraising $10,946

  • 11c · Fees: accounting

    total $24,235 · management and general $24,235

  • 11g · Fees: other

    total $140,912 · program services $46,753 · management and general $74,791 · fundraising $19,368

  • 12 · Advertising and promotion

    total $15,855 · fundraising $15,855

  • 13 · Office expenses

    total $43,169 · program services $4,235 · management and general $31,662 · fundraising $7,272

  • 14 · Information technology

    total $23,709 · program services $23,709

  • 16 · Occupancy

    total $269,949 · program services $269,949

  • 17 · Travel

    total $6,899 · program services $1,949 · management and general $1,240 · fundraising $3,710

  • 19 · Conferences, conventions and meetings

    total $383 · program services $383

  • 22 · Depreciation, depletion and amortization

    total $86,768 · program services $86,768

  • 23 · Insurance

    total $55,699 · program services $55,699

  • 24a · Other expenses: UBIT

    total $580 · program services $580

  • 24b · Other expenses: CAPITAL CAMPAIGN EXPENS

    total $349,052 · fundraising $349,052

  • 24c · Other expenses: CAFE EXPENSES

    total $111,738 · program services $111,738

  • 24d · Other expenses: SUPPLIES

    total $69,036 · program services $61,851 · management and general $3,330 · fundraising $3,855

  • 24e · All other expenses

    total $200,126 · program services $173,120 · management and general $9,553 · fundraising $17,453

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $109,790 · end of year $121,125

  • 2 · Savings and temporary cash investments

    beginning of year $1,118,353 · end of year $1,049,696

  • 3 · Pledges and grants receivable

    beginning of year $1,510,000 · end of year $500,000

  • 4 · Accounts receivable

    beginning of year $22,557 · end of year $10,540

  • 8 · Inventories for sale or use

    beginning of year $67,011 · end of year $89,602

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,407 · end of year $66,423

  • 10a · Land, buildings and equipment: cost or other basis

    $2,429,459

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,663,642

  • 10c · Land, buildings and equipment, net

    beginning of year $748,105 · end of year $765,817

  • 11 · Investments: publicly traded securities

    beginning of year $55,563 · end of year $2,123,484

  • 15 · Other assets

    beginning of year $2,135,334 · end of year $864,228

  • 17 · Accounts payable and accrued expenses

    beginning of year $381,879 · end of year $299,795

  • 19 · Deferred revenue

    beginning of year $2,069 · end of year $49,486

  • 27 · Net assets without donor restrictions

    beginning of year $3,878,156 · end of year $4,268,692

  • 28 · Net assets with donor restrictions

    beginning of year $1,549,016 · end of year $972,942

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO PRESERVE THE TALIESIN ESTATE & EDUCATE THE PUBLIC ON FRANK LLOYD WRIGHT

  • 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.

    Expenses $1,949,072 · Revenue $2,533,961

  • 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.

    Expenses $164,605 · Grants $163,381

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Diane Al Shihabi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karl Kraemer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Candee Arndt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Macy

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Alan Brey

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael Maistelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Douglas Buck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rick McKenna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Huffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Morgenthaler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thad Nation

    VICE CHAIRMEN

    Total calculated
    $0
    Hours/week
    1

  • Brian Schimming

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Phillip Prange

    CHAIRMEN

    Total calculated
    $0
    Hours/week
    1

  • Mark Schmitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Raasch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Valentine Schute Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerard Randall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Van Asten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roshelle Ritzenthaler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaime Zimmerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Sayers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Dumke

    FINANCE DIRECTOR

    Total calculated
    $43,726
    From this org
    $37,504
    From related orgs
    $0
    Other
    $6,222
    Hours/week
    40

  • Carrie Rodamaker

    EXECUTIVE DIRECTOR

    Total calculated
    $136,449
    From this org
    $126,781
    From related orgs
    $0
    Other
    $9,668
    Hours/week
    40

  • Cypress York

    PRIOR FINANCE DIRECTOR

    Total calculated
    $17,107
    From this org
    $15,618
    From related orgs
    $0
    Other
    $1,489
    Hours/week
    40

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

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202503149349300745

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