Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JACKSON HOLE HISTORICAL SOCIETY & MUSEUM
Employer identification number
83-0247464
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% 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. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
1,927,845
746,094
752,527
628,023
544,242
4,598,731
2
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......
78,146
83,301
132,887
118,278
126,148
538,760
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
2,005,991
829,395
885,414
746,301
670,390
5,137,491
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
5,137,491
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
2,005,991
829,395
885,414
746,301
670,390
5,137,491
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
107,883
105,293
107,816
108,308
107,169
536,469
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
107,883
105,293
107,816
108,308
107,169
536,469
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
2,113,874
934,688
993,230
854,609
777,559
5,673,960
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
90.550 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
89.320 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
9.450 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
10.390 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JACKSON HOLE HISTORICAL SOCIETY & MUSEUM
Employer identification number
83-0247464
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 6
MEMBERS OR STOCKHOLDERS THE NONSTOCK CORPORATION HAS NO ASSEMBLY OR BODY OF PERSONS CONSTITUTING A VOTING MEMBERSHIP. THE BOARD OF DIRECTORS IS THE SUPREME GOVERNING BODY OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11
FORM 990 REVIEW THE 990 IS REVIEWED BY THE ACCOUNTANT, EXECUTIVE DIRECTOR, PRESIDENT, TREASURER, FINANCE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO FILING. THE SAME BODY REVIEWS THE MONTHLY AND YEAR END FINANCIAL STATEMENTS. THE BOARD ALSO REVIEWS ANY AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS AVAILABLE TO THE PUBLIC TO REVIEW ON THE PREMISES OF THE ADMINISTRATIVE OFFICES OF THE MUSEUM. IT IS SUBMITTED TO THE LOCAL COMMUNITY FOUNDATION AND MAY BE SUBMITTED WITH GRANT APPLICATIONS TO SUPPORT THE WORK OF THE HISTORY MUSEUM.
FORM 990, PART VI, SECTION B, LINE 12C
THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS AND EMPLOYEES AND IS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE JACKSON HOLE HISTORICAL SOCIETY OFFICES. COMPLIANCE IS MONITORED IN THE FOLLOWING WAY: AT EACH MONTHLY BOARD MEETING A WRITTEN REMINDER IS INCLUDED IN THE BOARD PACKAGE STATING THAT THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AT THE BOARD MEETING.
FORM 990, PART VI, SECTION C, LINE 19
THE FORM 990 AND 990-T ARE AVAILABLE UPON REQUEST TO THE PUBLIC TO REVIEW ON THE PREMISES IN THE ADMINISTRATIVE OFFICES OF THE MUSEUM, AS WELL AS AT THE LOCAL COMMUNITY FOUNDATION. THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE DISTRIBUTED TO BOARD MEMBERS AND ARE AVAILABLE FOR STAFF MEMBERS AND THE PUBLIC UPON REQUEST AT THE JACKSON HOLE HISTORICAL SOCIETY OFFICES.
FORM 990, PART XII, LINE 2:
HISTORY OF THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM THE JACKSON HOLE MUSEUM WAS FOUNDED IN 1958. IN 1989 IT MERGED WITH THE TETON COUNTY HISTORICAL SOCIETY, BEGUN IN 1965, TO BECOME THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM. IT IS A 501(C)(3) CHARITABLE ORGANIZATION MANAGED BY A BOARD OF DIRECTORS. IN MAY, 2011 THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM COMPLETED THE RENOVATION OF A BUILDING FOR A NEW MUSEUM THAT IS OPEN TO THE PUBLIC ON A YEAR-ROUND BASIS. TO SUPPORT ITS MISSION, THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM OFFERS A WIDE VARIETY OF EDUCATIONAL PROGRAMS, FROM WALKING TOURS OF HISTORIC DOWNTOWN JACKSON, TO HISTORY EXCURSIONS AND PROGRAM SERIES, TO CUSTOMIZED PROGRAMS FOR LOCAL AND REGIONAL STUDENTS, AND WIDE RANGING HISTORICAL EXHIBITIONS. THE ORGANIZATION ALSO PUBLISHES SCHOLARLY WORKS ON THE HISTORY OF THE REGION. THESE ACTIVITIES HELP LOCAL RESIDENTS AND VISITORS TO THE AREA UNDERSTAND AND APPRECIATE OUR WESTERN HERITAGE. IN ADDITION TO A PERMANENT COLLECTION OF TWO AND THREE DIMENSIONAL ARTIFACTS, THE HISTORICAL SOCIETY AND MUSEUM FEATURES A RESEARCH LIBRARY WITH SUBJECT AND BIOGRAPHICAL FILES, DOCUMENT ARCHIVES, MAPS, ORAL HISTORIES, AND PHOTOGRAPHIC ARCHIVES. THE COLLECTION SHOWCASES MATERIAL CULTURE FROM PREHISTORIC TIMES, THE STORY OF THE FUR TRADE, AND THE PRESENCE OF AMERICAN INDIANS. THEY ALSO EXPLORE THE PEOPLE THAT SETTLED THE VALLEY, HOW THESE EARLY RESIDENTS USED THE LAND AND NATURAL RESOURCES, AND THE TRADITIONS AND CULTURE THAT THEY DEVELOPED. THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM IS THE KEEPER OF COMMUNITY MEMORY. ITS AUDIENCE IS DIVERSE AND MULTI-GENERATIONAL - RANGING FROM SCHOOL AND YOUTH GROUPS, SPECIALISTS, AND PROFESSIONALS TO LOCAL RESIDENTS, THE GENERAL PUBLIC, AND VISITORS TO THE VALLEY. THE MUSEUM PRESENTS QUALITY EDUCATIONAL PROGRAMS, INTERPRETIVE EXHIBITIONS, RESEARCH SUPPORT, AND OTHER ACTIVITIES FOR THESE AUDIENCES THAT STIMULATE A DEEPER INTEREST IN AND UNDERSTANDING OF THE HERITAGE OF JACKSON HOLE. IT PROMOTES AN AWARENESS OF SHARED AND DISTINCTIVE PASTS THAT ENRICHES INDIVIDUAL LIVES, INSPIRES A STRONGER SENSE OF COMMUNITY, AND PROMOTES CIVIC PRIDE. IN 2013 THE JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM ADDED THE NEW MERCILL ARCHAEOLOGY CENTER. THE CENTER IS A TEACHING AND LEARNING CENTER FOR STUDENTS OF ALL AGES: THE FOCUS OF THE CENTER, WHICH IS LOCATED IN THE MUSEUM'S HISTORICAL COEY CABIN (THIS USED TO BE OUR ADMINISTRATIVE OFFICES) IS ON THE HISTORY OF THE NATIVE AMERICAN PRESENCE IN JACKSON HOLE AND THE GREATER YELLOWSTONE REGION, AS WELL AS MINING AND SETTLER OR HOMESTEADING ARCHAEOLOGY. FIELD TRIPS AND OTHER EDUCATIONAL EXCURSIONS OFTEN BEGIN WITH A CLASS OR A WORKSHOP AT THE CENTER BEFORE STUDENTS VENTURE OUT TO PARTICIPATE IN REAL-LIFE ARCHAEOLOGICAL DIGS (FOR EXAMPLE, AT THE LINN RANCH) OR OTHER ACTIVITIES.
FORM 990, PART XI, LINE 2C
COMMITTEE OVERSIGHT OF THE REVIEW OF THE ORGANIZATIONS FINANCIAL STATEMENTS THE FINANCE COMMITTEE, DURING THE YEAR, HAS NOT CHANGED EITHER ITS PROCESS REGARDING THE OVERSIGHT OF THE REVIEW OF THE FINANCIAL STATEMENTS OR THE PROCESS OF SELECTING AN INDEPENDANT ACCOUNTANT.
FORM 990, PART VI, SECTION B, LINE 14
DOCUMENT RETENTION SCHEDULES THE ORGANIZATION HAS A WRITTEN COLLECTIONS POLICY WHICH GOVERNS THE ACQUISITIONS AND DEACCESSIONING AT THE MUSEUM. THE ORGANIZATION HAS A FORMAL WRITTEN DOCUMENT RETENTION SCHEDULE FOR GENERAL ADMINISTRATIVE DOCUMENTS, AS WELL AS A POLICY THAT FOLLOWS IRS GUIDELINES OF RETAINING FINANCIAL AND PERSONNEL RECORDS FOR SEVEN YEARS AND LEGAL DOCUMENTS PERMANENTLY. THE POLICY GOVERNING PERSONNEL RECORDS IS TO RETAIN THEM LONGER THAN SEVEN YEARS AS STORAGE PERMITS. IT HAS AN INFORMAL POLICY ON THE TYPES OF DOCUMENTS THAT ARE RETAINED IN THE ORGANIZATIONAL ARCHIVES AS INDICATED BY THE VERTICAL FILE LIST FOR THE ARCHIVES.
FORM 990, PART VI, SECTION B, LINE 15A
DETERMINING EXECUTIVE COMPENSATION THE BOARD OF DIRECTORS REVIEWS COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE BOARD DOES INFORMAL RESEARCH IN THE COMMUNITY AND THE REGION FOR COMPARABLE MARKET DATA FOR COMPENSATION FOR THIS POSITION. RESOURCES AVAILABLE TO THE BOARD OF DIRECTORS INCLUDE LOCAL SALARY LEVELS RESEARCH BY THE LOCAL COMMUNITY FOUNDATION AND DATA FROM MUSEUM PROFESSIONAL ASSOCIATIONS SUCH AS THE AMERICAN ASSOCIATION OF MUSEUMS AND THE MOUNTAIN PLAINS MUSEUM ASSOCIATION. WRITTEN DOCUMENTATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE IS PROVIDED AND THERE IS FORMAL NOTIFICATION OF ACTION BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 15B
DETERMINING COMPENSATION THE EXECUTIVE DIRECTOR REVIEWS COMPENSATION FOR THE KEY POSITIONS WITHIN THE ORGANIZATION. THE BOARD DOES INFORMAL RESEARCH IN THE COMMUNITY AND THE REGION FOR COMPARABLE MARKET DATA FOR COMPENSATION FOR SUCH POSITIONS. RESOURCES AVAILABLE INCLUDE LOCAL SALARY LEVELS RESEARCH BY THE LOCAL COMMUNITY FOUNDATION AND DATA FROM MUSEUM PROFESSIONAL ASSOCIATIONS SUCH AS THE AMERICAN ASSOCIATION OF MUSEUMS, THE MOUNTAIN PLAINS MUSEUM ASSOCIATION AND OTHER LOCAL ORGANIZATIONS. THERE IS A WRITTEN PERFORMANCE REVIEW AND FORMAL NOTIFICATION OF ACTION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.