Form 990 for tax year 2024
Filed by SISTER BAY HISTORICAL SOCIETY INC.
What the amendment changed
Compared with the return it replaced , filed 21 October 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $372,725
- Total expenses
- $55,234
- Contributions and grants received
- $285,767
- Grants paid
- $0
- Program service revenue
- $2,645
- Investment income
- $27,634
- Other revenue
- $56,679
- Total assets, end of year
- $1,321,775
- Total liabilities, end of year
- $105,354
- Net assets or fund balances, end of year
- $1,216,421
- Program services expenses (Part IX)
- $55,234
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $188,184
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
$4,780
-
1c · Fundraising events
$4,640
-
1f · All other contributions, gifts and grants
$276,347
-
1g · Noncash contributions included above
$34,866
-
2a · Program service revenue: Museum Admissions
total $2,645 · related or exempt $2,645
-
3 · Investment income
total $27,634 · related or exempt $27,634
-
8a · Fundraising events: gross income
$193,179
-
8b · Fundraising events: direct expenses
$136,500
-
8c · Net income from fundraising events
total $56,679
Functional expenses
Part IX, the statement of functional expenses.
-
12 · Advertising and promotion
total $15,296 · program services $15,296
-
13 · Office expenses
total $6,505 · program services $6,505
-
14 · Information technology
total $6,404 · program services $6,404
-
16 · Occupancy
total $21,125 · program services $21,125
-
22 · Depreciation, depletion and amortization
total $3,716 · program services $3,716
-
23 · Insurance
total $2,188 · program services $2,188
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $185,255 · end of year $280,746
-
2 · Savings and temporary cash investments
end of year $162,197
-
3 · Pledges and grants receivable
end of year $117,897
-
8 · Inventories for sale or use
end of year $9,036
-
10a · Land, buildings and equipment: cost or other basis
$566,137
-
10b · Land, buildings and equipment: accumulated depreciation
$83,309
-
10c · Land, buildings and equipment, net
beginning of year $100,000 · end of year $537,894
-
11 · Investments: publicly traded securities
beginning of year $191,594 · end of year $214,005
-
12 · Investments: other securities
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $43,354
-
24 · Unsecured notes and loans payable
end of year $62,000
-
27 · Net assets without donor restrictions
end of year $341,386
-
28 · Net assets with donor restrictions
beginning of year $476,849 · end of year $875,035
-
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 $476,849 · end of year $1,216,421
Mission and programs · 2024
Mission
Our mission is to encourage, foster and participate in the documentation, preservation and renovation of artifacts, buildings and sites in Sister Bay Area.
-
The Christkindlemakt is a Christmas holiday market that runs for three weekends immediately after Thanksgiving. This is our largest fund raising event requiring 100 volunteers. The proceeds support the main mission of the organization.
Expenses $132,951 · Revenue $181,731
-
This is our museum. We own 7 acres of land with 19 restored buildings which contain exhibits that are open for tours to the public for a small fee. We also rely on membership fees and fundraising events to support our museum operations.
Expenses $53,271 · Revenue $74,771
-
This will be our water front museum located off campus. This project will eventually house an historic boat and will have regular historic exhibits. This museum will be open to the public for a small fee and will collect regular membership dues from members to support it's activities.
Expenses $1,220 · Revenue $97,404
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John Lijewski
President
- Total calculated
- $0
- Hours/week
- 20
-
Cathleen Mangan
Treasurer
- Total calculated
- $0
- Hours/week
- 25
-
Paula Anschutz
Director
- Total calculated
- $0
- Hours/week
- 10
-
Robert Jischke
Vice President
- Total calculated
- $0
- Hours/week
- 10
-
Roberta Champeau
Secretary
- Total calculated
- $0
- Hours/week
- 10
-
Fred Johnson
Director
- Total calculated
- $0
- Hours/week
- 10
-
Linda Johnson
Director
- Total calculated
- $0
- Hours/week
- 10
-
John Blossom
Director
- Total calculated
- $0
- Hours/week
- 10
-
Dennis Lonstine
Director
- Total calculated
- $0
- Hours/week
- 10
-
Mike Peot
Director
- Total calculated
- $0
- Hours/week
- 10
-
Laurie Zelnio
Director
- Total calculated
- $0
- Hours/week
- 10
-
Karen Sunstrom
Director
- Total calculated
- $0
- Hours/week
- 10
-
Roberta Kutlik
Director
- Total calculated
- $0
- Hours/week
- 10
-
Patrice Champeau
Curator
- Total calculated
- $0
- Hours/week
- 10
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
- 2024
- Filed
- 21 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202522959349300642
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