2024-09-09T12:33:36-05:00 2023-12-31 390974031 WEGNER CPAS LLP 101 E MILWAUKEE STREET JANESVILLE WI 53545 990 2023-01-01 396053742 BELOIT HISTORICAL SOCIETY BELO 6083657835 845 HACKETT STREET BELOIT WI 53511 DONNA LANGFORD EXECUTIVE DIRECTOR/SECRETARY 6083657835 2024-09-09 1 1 MIKE HABLEWITZ CPA P01259157 6087564020 2024-09-06 2023 2024-08-08 14:25:15Z DONNA LANGFORD 845 HACKETT STREET BELOIT WI 53511 193209 0 X BELOITHISTORICALSOCIETY.COM X 1918 WI TO COLLECT AND PRESERVE THE ARCHAEOLOGY, BUILDINGS, RECORDS AND OBJECTS RELATING TO THE HISTORY OF THE CITY OF BELOIT AND ITS SURROUNDING AREA. 8 8 3 17 0 0 143582 102822 2002 23650 29231 38214 21666 -4093 196481 160593 0 0 0 0 76047 82683 0 0 16519 121786 93494 197833 176177 -1352 -15584 1222648 1300230 15731 6487 1206917 1293743 X THE MISSION OF THE BELOIT HISTORICAL SOCIETY IS: CONNECTING PEOPLE WITH BELOIT'S HISTORY TO INSPIRE AN INCLUSIVE, INFORMED, AND ENGAGED COMMUNITY. 0 0 90226 0 24317 PROGRAM SERVICES INCLUDE THE OPERATION AND RESTORATION OF THE HANCHETT-BARTLETT HOMESTEAD AND MUSEUM, PROVIDING EXHIBITS OF LOCAL HISTORICAL VALUE AND PROGRAMS FOR THE PUBLIC REGARDING LOCAL HISTORICAL EVENTS, MAINTAINING ARCHIVES, AND PROVIDING HISTORICAL PRESERVATION CONSULTATION. OUR MAJOR PROGRAM OF SERVICE IS PUBLIC EDUCATION. THIS IS MAINLY ACCOMPLISHED THROUGH EXHIBITS AT THE LINCOLN CENTER WHERE WE HAVE A ROTATING SERIES OF SMALL EXHIBITS DURING THE YEAR. WE ALSO HAVE ANNUAL PROGRAMS THAT FEATURE HISTORICAL TOPICS THAT ARE AVAILABLE TO THE SOCIETY MEMBERSHIP AND GENERAL PUBLIC. IN ADDITION, HOUSED IN THE LINCOLN CENTER IS THE SPORTS HALL OF FAME AND THE BELOIT HISTORICAL SOCIETY HALL OF FAME WHICH RECOGNIZE SIGNIFICANT CONTRIBUTIONS FROM INDIVIDUALS TO THE CITY OF BELOIT. A SECOND MAJOR PROGRAM IS THE CARE AND HOUSING OF OUR COLLECTIONS AT OUR HEADQUARTERS BUILDING LINCOLN CENTER. THESE COLLECTIONS OF OBJECTS, BOOKS, PAPERS, ETC. FORM THE FOUNDATION OF ALL OTHER SERVICES AND PROGRAMMING WE PROVIDE. WE HANDLE HUNDREDS OF RESEARCH REQUESTS FOR GENEALOGICAL AND HISTORICAL INFORMATION. OUR PHOTOGRAPHIC COLLECTIONS ARE USED WIDELY BY LOCAL BUSINESSES AND THE GENERAL PUBLIC. A THIRD MAJOR PROGRAM SERVICE IS THE MAINTENANCE AND CARE OF THE NATIONAL REGISTER OF HISTORICAL PLACES LISTED HANCHETT-BARTLETT HOMESTEAD. 90226 1 1 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X DONNA LANGFORD 6083657835 845 HACKETT STREET BELOIT WI 53511 RICHARD DEXTER PRESIDENT 8.00 X X 0 0 0 JACKIE JACKSON VICE PRESIDENT 5.00 X X 0 0 0 RICHARD GERHARD TREASURER (THRU JULY)/DIRECTOR (BEG AUG) 2.00 X 0 0 0 TOM LARSEN DIRECTOR (THRU JULY)/TREASURER (BEG AUG) 3.00 X X 0 0 0 ELLEN JOYCE DIRECTOR 3.00 X 0 0 0 BETSY SCHMIECHEN DIRECTOR 2.00 X 0 0 0 MARK PREUSCHL DIRECTOR 2.00 X 0 0 0 ROBERT BLAKELY DIRECTOR 2.00 X 0 0 0 DONNA LANGFORD EXECUTIVE DIRECTOR/SECRETARY 42.00 X 46000 0 0 46000 0 0 0 0 0 0 0 5940 22482 74400 467 102822 MEMBERSHIP SPONSORSHIP 900099 22495 22495 PROGRAM REVENUE 712110 1155 1155 23650 23934 23934 225 0 225 225 225 41438 27158 14280 14280 14280 0 5940 5245 -5245 -5245 880 213 667 667 260 260 260 160593 24317 0 33454 46000 13800 23000 9200 30807 17504 13303 5876 2395 2777 704 9300 9300 4203 4203 5328 5328 500 500 13315 5349 4169 3797 556 226 263 67 29099 24792 3230 1077 652 266 308 78 556 226 263 67 6920 5536 1038 346 13651 10920 2048 683 PROGRAM SUPPLIES 8769 8769 DUES AND SUBSCRIPTIONS 637 443 194 8 8 176177 90226 69432 16519 709 146 123177 95723 17031 1129 1129 335 818 906846 754486 125187 152360 802746 872001 87555 106908 64779 71145 1222648 1300230 15731 6487 15731 6487 X 857140 936463 349777 357280 1206917 1293743 1222648 1300230 X -15584 96044 6366 X 1 X 0 1 0 X 60484 96388 168804 143582 102822 572080 60484 96388 168804 143582 102822 572080 98321 473759 60842 20314 15538 16458 24159 137311 21 1330 26024 260 27635 737026 87976 0.64280 0.64130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 64779 10465 2800 1299 71145 80423 -11336 2900 1408 64779 70385 1500 10091 1553 80423 64218 7512 1345 70385 61783 10207 1271 6501 64218 0.00000 0.76140 0.23860 1 0 55697 55697 806406 721838 84568 19198 16082 3116 25545 16566 8979 152360 CASH AND CERTIFICATES OF DEPOSIT 106908 F 106908 BENEFICIAL INTEREST IN ASSETS HELD BY STATELINE COMMUNITY FOUNDATION 71145 71145 PART III, LINE 1A: COLLECTION ITEMS CONSIST OF ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, CARED FOR, AND KEPT UNENCUMBERED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED BY ASSETS WITH DONOR RESTRICTIONS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENTS OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. IF COLLECTION ITEMS ARE SOLD, THE PROCEEDS FROM THE SALE ARE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS OR FOR THE DIRECT CARE OF COLLECTIONS. DIRECT CARE OF COLLECTION ITEMS INCLUDES ACTIVITIES THAT ENHANCE THE LIFE, USEFULNESS, PROTECTION, OR QUALITY OF THE COLLECTION ITEMS. PART III, LINE 4: THE SOCIETY HOLDS OVER 30,000 INDIVIDUAL PIECES RELATING TO THE HISTORY OF THE CITY OF BELOIT AND ITS SURROUNDING AREA. THE PIECES ARE DISPLAYED IN ROTATING EXHIBITS IN OUR MUSEUM AND USED TO PROVIDE EXHIBITS OF LOCAL HISTORICAL VALUE AND PROGRAMS FOR THE PUBLIC REGARDING LOCAL HISTORICAL EVENTS. PART V, LINE 4: THE SOCIETY'S ENDOWMENT FUND CONSISTS OF ONE DONOR-RESTRICTED FUND ESTABLISHED TO SUPPORT THE MISSION OF THE SOCIETY TO CONNECT PEOPLE WITH BELOIT'S HISTORY TO INSPIRE AN INCLUSIVE, INFORMED, AND ENGAGED COMMUNITY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS INDIVIDUAL, FAMILY, BUSINESS, AND SUSTAINING MEMBERSHIP LEVELS. FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THESE BYLAWS MAY BE AMENDED BY A TWO-THIRDS VOTE OF MEMBERS PRESENT OR VOTING BY PROXY AT ANY REGULAR MEETING OR SPECIAL MEETING CALLED FOR THE PURPOSE, PROVIDED THE AMENDMENT IS EITHER SUBMITTED IN WRITING TO THE MEMBERSHIP THIRTY DAYS PRIOR TO THE MEETING OR PRESENTED FOR AN ANNOUNCED OPEN DISCUSSION AT THE MEETING PRIOR TO THE ONE SET FOR ACTION ON THE AMENDMENT. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE 990 WITH THE ACCOUNTANT AND THE FINANCE COMMITTEE. FINANCE COMMITTEE THEN REPORTS ANY ISSUES TO BE RESOLVED AND IF NONE, RECOMMENDS ACCEPTANCE OF THE 990 TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BODY OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING DIRECTORS OR COMMITTEE MEMBERS. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR UNDER GOES AN ANNUAL EVALUATION WITH THE EXECUTIVE BOARD. FOLLOWING THE ANNUAL EVALUATION THE EXECUTIVE COMMITTEE APPROVES IF THE EXECUTIVE DIRECTOR'S PERFORMANCE WARRANTS AN INCREASE IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY STATELINE COMMUNITY FDN 9,166. INTER FUND TRANSFER -2,800.