2024-11-14T16:03:12-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-01-01 311747111 WESTCOTT HOUSE FOUNDATION WEST 9373279291 1340 E HIGH ST SPRINGFIELD OH 45505 MARTA WOJCIK EXECUTIVE DIRECTOR 9373279291 2024-11-14 1 0 APRIL CAULFIELD P01949369 9373992000 2024-11-11 2023 2024-10-15 13:58:12Z MARTA WOJCIK 1340 E HIGH ST SPRINGFIELD OH 45505 648071 0 X WWW.WESTCOTTHOUSE.ORG X 2000 OH OUR MISSION IS TO PRESERVE AND INTERPRET THE WESTCOTT HOUSE, PROMOTE HISTORIC PRESERVATION AND INSPIRE CREATIVITY AND INNOVATION THROUGH ARCHITECTURE AND DESIGN EDUCATION. 20 20 8 61 0 0 435339 360792 86727 109139 6000 -5432 16777 73652 544843 538151 0 0 0 0 171403 229922 0 0 27084 453368 367165 624771 597087 -79928 -58936 2120105 2136096 343581 402548 1776524 1733548 THE WESTCOTT HOUSE FOUNDATION WAS ESTABLISHED TO RESTORE, PRESERVE AND SHARE THE WESTCOTT HOUSE, DESIGNED BY FAMOUS ARCHITECT FRANK LLOYD WRIGHT. 0 0 481679 132964 THE WESTCOTT HOUSE FOUNDATION HAS RESTORED THE WESTCOTT HOUSE A SPECIAL ARCHITECTURAL AND HISTORICAL BUILDING DESIGNED BY FRANK LLOYD WRIGHT IN SPRINGFIELD, OHIO AND HAS OPENED THE BUILDING TO THE GENERAL PUBLIC. THIS ACTIVITY CONTINUES THE FOUNDATION'S MISSION TO PRESERVE AND INTERPRET FRANK LLOYD WRIGHT'S WESTCOTT HOUSE AND TO SERVE AS A CATALYST FOR CREATIVITY, INSPIRATION, AND EXPERIMENTATION. 481679 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TOM FYFFE 9373279291 1340 HIGH STREET SPRINGFIELD OH 45505 JOHN LANDESS BOARD CHAIR 2.00 X X 0 0 0 TERESA DEMANA VICE-CHAIR 2.00 X X 0 0 0 KAREN WOEBER TREASURER & SECRETARY 2.00 X X 0 0 0 NANCY ABERNATHY TRUSTEE 2.00 X 0 0 0 MARY CAMPBELL-ZOPF TRUSTEE 2.00 X 0 0 0 BOB LOVERSIDGE TRUSTEE 2.00 X 0 0 0 JASON PICKART TRUSTEE 2.00 X 0 0 0 AFSHAN AHMED TRUSTEE 2.00 X 0 0 0 SARAH MACKERT TRUSTEE 2.00 X 0 0 0 STEVEN MCCREADY TRUSTEE 2.00 X 0 0 0 BETH DIXON TRUSTEE 2.00 X 0 0 0 VICKI RULLI TRUSTEE 2.00 X 0 0 0 CHRISTOPHER SCHUTTE TRUSTEE 2.00 X 0 0 0 JEFFREY TYLER TRUSTEE 2.00 X 0 0 0 RUTH M GLESS TRUSTEE 2.00 X 0 0 0 RODNEY VEAL TRUSTEE 2.00 X 0 0 0 RON ROLLINS TRUSTEE 2.00 X 0 0 0 TERRY WELKER TRUSTEE 2.00 X 0 0 0 ROBERT KITCHEN TRUSTEE 2.00 X 0 0 0 KATHRYN ROGERS TRUSTEE 2.00 X 0 0 0 MARTA WOJCIK EXECUTIVE DIRECTOR 50.00 X 91962 0 0 91962 0 0 0 0 0 0 0 133661 227131 360792 ADMISSIONS 531390 86894 86894 MEMBERSHIP FEES 711300 12554 12554 PROGRAM FEES 711300 9691 9691 109139 9458 9458 14890 -14890 -14890 -14890 60989 26052 34937 34937 107293 68978 38315 38315 OTHER INCOME 900099 400 400 400 538151 132964 0 44395 91962 61615 21151 9196 117009 78396 26912 11701 3223 2031 999 193 17728 11878 4077 1773 2394 2394 16901 16901 43147 43147 42213 28283 9709 4221 49731 47244 2487 7005 7005 68392 64972 3420 21280 21280 REPAIRS AND MAINTENANCE 65460 65460 DIRECT PROGRAM EXPENSES 50368 50368 MISCELLANEOUS EXPENSE 274 274 597087 481679 88324 27084 358935 402210 22500 78723 70454 416 405 2385395 940969 1486925 1444426 195106 196101 2120105 2136096 12032 4013 170742 247241 160807 151294 343581 402548 X 1626198 1585016 150326 148532 1776524 1733548 2120105 2136096 -58936 15960 0 X 0 0 0 X 449343 833064 409279 435339 360792 2487817 449343 833064 409279 435339 360792 2487817 2487817 25209 7259 37934 6000 9458 85860 22 400 422 2574099 427230 0.96650 0.97070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 195105 10300 -7846 0 1458 196101 229616 225 -25664 7609 1463 195105 198046 38085 5022 1493 229616 172596 21615 17743 12767 1141 198046 45977 104209 25575 2283 882 172596 1 0 131098 131098 2076685 830760 1245925 177612 110209 67403 1444426 X PART V, LINE 4: TO PROVIDE OPERATING SUPPORT FOR THE ORGANIZATION'S PROGRAM SERVICES. PART X, LINE 2: INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE FOUNDATION HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. BIRTHDAY PARTY EVENT 40888 40888 7453 1700 11451 RAFFLE 15614 15614 5000 56502 56502 7453 1700 16451 25604 30898 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE ENTIRE BOARD PRIOR TO FILING THE RETURN. THE BOARD OF DIRECTORS WILL THEN APPROVE THE FILING OF THE FORM 990 WITH A VOTE AT ONE OF THE MONTHLY BOARD MEETINGS. 990 PART VI LINE 12B THE WESTCOTT HOUSE FOUNDATION'S CONFLICT OF INTEREST POLICY MUST BE CONSULTED AND SATISFIED PRIOR TO ENTERING INTO ANY TRANSACTION OR ARRANGEMENT COVERED BY THE POLICY. POTENTIAL CONFLICTS ARE REVIEWED BY THE NON-CONFLICTED TRUSTEES OR COMMITTEE MEMBERS, AND THEY SHALL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE FOUNDATION WILL EXPLORE CONFLICT-FREE OPTIONS, AND IF SUCH OPTIONS ARE FEASIBLE, THEN THE DISINTERESTED TRUSTEES VOTE ON WHETHER OR NOT TO ENTER INTO THE CONFLICTED TRANSACTION OR ARRANGEMENT. THE OFFICERS, TRUSTEES AND EMPLOYEES OF THE FOUNDATION ANNUALLY ACKNOWLEDGE THE POLICY AND DISCLOSE ANY INTEREST WHICH MAY BE IN CONFLICT IN WRITING. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE ALONG WITH THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION THROUGH THE FINANCE COMMITTEE COMPARES THE EXECUTIVE DIRECTOR'S SALARY AGAINST PEER ORGANIZATIONS AND SUBMITS A BUDGET FOR THE FULL BOARD'S APPROVAL WHICH IS DOCUMENTED THROUGH MINUTES OF THE FINANCE COMMITTEE AND THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 ON ITS OWN WEBSITE, LOCATED AT WWW.WESTCOTTHOUSE.ORG. THE RETURN IS ALWAYS IMMEDIATELY AVAILABLE UPON REQUEST. THE WEBSITE ALSO INCLUDES THE FOUNDATION'S MISSION AND VISION STATEMENT, AND LISTINGS OF THE BOARD MEMBERS. ALL GOVERNING, TAXATION AND FINANCIAL DOCUMENTS, REQUIRED TO BE MADE PUBLIC, ARE AVAILABLE UPON WRITTEN, E-MAILED OR TELEPHONE REQUEST. WHISTLEBLOWER POLICY THE WESTCOTT HOUSE FOUNDATION IS COMMITTED TO OPERATING IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSES AND IN COMPLIANCE WITH ALL APPLICABLE LAWS, RULES AND REGULATIONS, INCLUDING THOSE CONCERNING ACCOUNTING AND AUDITING, AND PROHIBITS FRAUDULENT PRACTICES BY ANY OF ITS BOARD MEMBERS, OFFICERS, EMPLOYEES, OR VOLUNTEERS. THE FOUNDATION FOLLOWS THE WHISTLEBLOWER POLICY THAT OUTLINES A PROCEDURE FOR EMPLOYEES TO REPORT ACTIONS THAT AN EMPLOYEE REASONABLY BELIEVES VIOLATES A LAW, OR REGULATION OR THAT CONSTITUTES FRAUDULENT ACCOUNTING OR OTHER PRACTICES. DOCUMENT RETENTION AND DESTRUCTION POLICY THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 ON ITS OWN WEBSITE, LOCATED AT WWW.WESTCOTTHOUSE.ORG. THE RETURN IS ALWAYS IMMEDIATELY AVAILABLE UPON REQUEST. THE WEBSITE ALSO INCLUDES THE FOUNDATION'S MISSION AND VISION STATEMENT, AND LISTINGS OF THE BOARD MEMBERS. ALL GOVERNING, TAXATION AND FINANCIAL DOCUMENTS, REQUIRED TO BE MADE PUBLIC, ARE AVAILABLE UPON WRITTEN, E-MAILED OR TELEPHONE REQUEST.