Dubuque County Historical Society in Dubuque, Iowa (IA)

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Dubuque County Historical Society
Employer Identification Number (EIN)426072050
Name of OrganizationDubuque County Historical Society
Address350 E 3rd St, Dubuque, IA 52001-2302
ActivitiesOther school related activities, Historical site, records or reenactment, Museum, zoo, planetarium, etc.
SubsectionEducational Organization
Ruling Date10/1964
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$48,049,599
Amount of Income$4,392,075
Form 990 Revenue Amount$3,767,222
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities:


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Amount of income in 2013: $4,392,075 (it was $4,848,386 in 2012)
Dubuque County Historical Society: 

 $4,392,075
Other organizations performing similar types of work: 

 $168,548

Assets in 2013: $48,049,599 (it was $49,880,960 in 2012)
This organization: 

 $48,049,599
Other organizations performing similar types of work: 

 $659,643

Expenses in 2013: $6,020,582
This organization: 

 $6,020,582
Other organizations performing similar types of work: 

 $121,005

Income to expenses ratio in 2013: 0.7
This organization: 

 0.7
Other organizations performing similar types of work: 

 1.4

Number of employees in 2013: 155
Dubuque County Historical Society: 

 155
Other organizations performing similar types of work: 

 4

Employees paid over $100,000 in 2013: 1.3%
Dubuque County Historical Society: 

 1.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 29.5%
Dubuque County Historical Society: 

 29.5%
Other organizations performing similar types of work: 

 50.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?YesYes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?YesYes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10961917
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return152155
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$221,300$194,610
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$18,864$15,193
Total number of individuals who received more than $100,000 of reportable compensation from the organization11
Total number of independent contractors who received more than $100,000 of compensation from the organization11
Statement of Revenue
201120122013
Total revenue$4,851,610$4,334,067$3,767,222
Contributions, Gifts, Grants and Other Similar Amounts$2,114,254$1,861,187$1,111,065
Program Service Revenue$2,128,378$1,844,070$1,739,285
Educational Support Services$1,677,569$1,553,377
Tour Operators$166,501$185,908
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$136,978$185,812$174,415
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$105,614$41,593$399,807
Gross amount from sales of assets other than inventory (Securities / Other)$98,614 / $7,000$39,343 / $2,250$399,807 / $0
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $0$0 / $0
Gain or (loss) (Securities / Other)$98,614 / $7,000$39,343 / $2,250$399,807 / $0
Net income/loss from fundraising events$-12,866$-8,500$4,145
Gross income from fundraising events$36,427$43,532$55,734
Less: direct expenses$49,293$52,032$51,589
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$87,164$331,505$226,051
Gross sales of inventory, less returns and allowances$567,097$793,792$799,315
Less: cost of goods sold$479,933$462,287$573,264
Miscellaneous Revenue$292,088$78,400$112,454
900099$78,400$112,454
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$6,160,309$5,924,247$6,020,582
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$345,317$281,331$170,610
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$1,731,306$1,642,729$1,730,606
Pension plan accruals and contributions$62,003$37,060
Other employee benefits$157,635$115,155
Payroll taxes$162,493$153,808$136,565
Fees for services (non-employees)
Management$0$0
Legal$3,172$15,772
Accounting$22,385$23,190
Lobbying$0$0
Professional fundraising services$0$5,967$0
Investment management fees$31,905$33,788
Other$138,085$133,076
Advertising and promotion$277,335$275,062
Office expenses$140,329$81,027
Information technology$0$0
Royalties$0$0
Occupancy$545,935$589,112
Travel$42,815$57,224
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$0$6,299
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,696,092$1,983,191
Insurance$73,813$78,538
Other expenses$299,847$225,488
Other expenses$188,812$128,033
Other expenses$75,598$67,168
Other expenses$51,575$54,878
Other expenses$0$78,740
Balance Sheet
201120122013
Total assets$50,889,168$49,880,960$48,049,599
Cash - non-interest-bearing$114,810$328,476
Savings and temporary cash investments$0$0
Pledges and grants receivable, net$1,257,837$783,216
Accounts receivable, net$15,072$216,100
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$215,598$167,200
Prepaid expenses and deferred charges$141,000$64,951
Land, buildings, and equipment: cost or other basis$42,103,529$40,477,597
Investments - publicly traded securities$5,937,626$6,012,059
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$95,488$0
Total liabilities$447,012$513,232$455,572
Accounts payable and accrued expenses$157,650$287,176
Grants payable$0$0
Deferred revenue$76,168$113,927
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$279,414$54,469
Total net assets or fund balances$50,442,156$49,367,728$47,594,027
Unrestricted net assets$45,389,440$43,825,723
Temporarily restricted net assets$1,217,540$796,296
Permanently restricted net assets$2,760,748$2,972,008
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$22,869,180
Subtotal$35,296,545
Gifts, grants, contributions, and membership fees received$22,498,175
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$12,798,370
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$12,427,365
Amounts received from disqualified persons$442,900
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$11,984,465
Total support$36,815,739
Public support$35,296,545
Subtotal$714,949
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$714,949
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$804,245
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Blair House Restoration FundPO BOX 27208, Washington, DC 20038-7208DC1985-07$2,057,869
2Historic Richmond Foundation-The William Byrd Branch Of Apva Preser4 E Main St Ste 1c, Richmond, VA 23219-2132VA1958-10$1,995,085
3Fund For Endowment Of Diplomatic Reception Rooms Of Dept Of State7501 Wisconsin Ave Ste 1103, Bethesda, MD 20814-6515MD1983-05$1,414,546
4Historic House Trust Of New York City IncThe Arsenal Room 203, New York, NY 10065NY1991-04$1,286,722
5Mountains Restoration Trust3815 Old Topanga Canyon Rd, Calabasas, CA 91302-1854CA1982-02$825,887
6Historic Beaufort FoundationPO BOX 11, Beaufort, SC 29901-0011SC1969-01$611,870
7Greater Portland Landmarks Inc93 High St, Portland, ME 04101-3811ME1967-05$522,530
8Railroad Heritage IncPO BOX 8792, Topeka, KS 66608-0792KS1990-07$517,452
9Soledad Community Mission Fiesta IncPO BOX 515, Soledad, CA 93960-0515CA1969-03$455,081
10North Lee County Historical SocietyPo Box 285, Fort Madison, IA 52627IA1973-02$26,310
11Dubuque County Historical Society350 E 3rd St, Dubuque, IA 52001-2302IA1964-10$4,392,075
12Four Mounds Foundation4900 Peru Rd, Dubuque, IA 52001-8304IA1986-12$539,976
13Historical Society Of Pottawattamie CountyPO BOX 2, Council Blfs, IA 51502-0002IA1963-11$331,476
14Linn County Historical Society615 Firstavenue Se, Cedar Rapids, IA 52401IA1974-07$326,169
15Kalona Historical SocietyPO BOX 292, Kalona, IA 52247-0292IA1976-09$304,142
16Historic General Dodge House Inc621 S 3rd St, Council Blfs, IA 51503-6614IA1964-11$184,966
17Johnson County Historical Society860 Quarry Rd, Coralville, IA 52241-2226IA1981-07$170,863
18Floyd County Historical Society500 Gilbert St, Charles City, IA 50616-2738IA1966-01$155,559
19Historical Society Of Marshall County Iowa202 E Church St, Marshalltown, IA 50158-2943IA1985-09$85,797
20Greater Shenandoah Historical SocietyPO BOX 182, Shenandoah, IA 51601-0182IA1982-04$74,653
Number of organizations performing similar types of work
Alaska7
Alabama21
Arkansas16
Arizona15
California124
Colorado24
Connecticut31
District of Columbia14
Delaware5
Florida52
Georgia42
Hawaii10
Iowa23
Idaho2
Illinois54
Indiana44
Kansas26
Kentucky26
Louisiana17
Massachusetts73
Maryland45
Maine27
Michigan38
Minnesota41
Missouri43
Mississippi12
Montana6
North Carolina48
North Dakota6
Nebraska13
New Hampshire13
New Jersey52
New Mexico5
Nevada1
New York145
Ohio65
Oklahoma15
Oregon30
Pennsylvania112
Rhode Island18
South Carolina13
South Dakota6
Tennessee27
Texas60
Utah7
Virginia63
Vermont12
Washington31
Wisconsin29
West Virginia16
Wyoming5
Total1,630

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