Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 211,748 | 216,410 | 218,732 | 236,687 | 216,336 | 1,099,913 |
| 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 | 211,748 | 216,410 | 218,732 | 236,687 | 216,336 | 1,099,913 |
| 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. | 1,099,913 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 211,748 | 216,410 | 218,732 | 236,687 | 216,336 | 1,099,913 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,975 | 11,424 | 11,893 | 25,145 | 10,198 | 63,635 |
| 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 VI.).. | 719 | 719 | ||||
| 11 | Total support. Add lines 7 through 10 | 1,164,267 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 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 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | 719 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | OUR MISSION IS TO GATHER, PRESERVE AND SHARE THE STORIES OF ALL THE PEOPLE AND COMMUNITIES THAT ARE PART OF ANOKA COUNTY. (VALUES STATEMENT: THE ANOKA COUNTY HISTORICAL SOCIETY IS AN INCLUSIVE ORGANIZATION ACCOUNTABLE FOR PRESENTING AND CELEBRATING BOTH THE TOLD AND UNTOLD STORIES OF ANOKA COUNTY. WE INVITE PEOPLE TO JOIN US ON THIS JOURNEY TO IGNITE CURIOSITY ABOUT THE PAST AND TO UNDERSTAND OUR SHARED EXPERIENCES.) |
| FORM 990, PAGE 2, PART III, LINE 4A | ACHS STAFF GATHERED STORIES AND ARTIFACTS OF ANOKA COUNTY IN 2022 USING PROFESSIONAL MUSEUM STANDARDS. WE HELD PROGRAMS AT LOCAL SCHOOLS AND THE WARGO NATURE CENTER, GAVE CONFERENCE SESSIONS AND RACED JELL-O DERBY CARS IN BLAINE. WE RECEIVED A GRANT FROM THE MINNESOTA LEGACY FUNDS TO DIGITIZE THE OLSON FAMILY COLLECTION, HIGHLIGHTING THE MATRIARCHAL HERITAGE OF THE HAM LAKE FAMILY. WE DESIGNED AND BUILT AN EXHIBIT TO TELL THE CENTENNIAL STORY OF FEDERAL CARTRIDGE OF ANOKA, WHICH INCLUDED WRITING AND CONDUCTING ASSOCIATED EVENTS AND PROGRAMS. WITHIN OUR FUNDRAISING EFFORTS, WE DEVELOPED AN ADOPT AN ARTIFACT PROGRAM AND HELD A RECORD-SETTING YEAR FOR THE GHOSTS OF ANOKA WALKING TOUR BY SERVING 1,700 PEOPLE. WE ADDED MORE WEBSITE CONTENT, WHICH DROVE OUR VISITATION UP FROM 25K TO 37K, CONTINUED A SECOND YEAR OF HISTORY 21: THE PODCAST THAT REACHED OVER 2,000 PLAYS, AND ATTENDED MANY COMMUNITY FESTIVALS. THE ACHS SOCIAL MEDIA FACEBOOK PAGE HAS NEARLY 6,000 FOLLOWERS AND REACHES AN AVERAGE OF 20K VIEWS WITH EACH POST. ACHS STAFF CONTINUED TO PRESERVE THE STORIES OF ANOKA COUNTY BY USING THE CLOUD-BASED ARCHIVING SYSTEM, COLLECTIVE ACCESS. STAFF CONTINUES TO MAKE SIGNIFICANT ADVANCES IN EFFICIENT STORAGE SPACE BY REDESIGNING THE STORAGE SPACES, SHIFTING ARTIFACTS TO MORE APPROPRIATELY SIZED BOXES, AND DEACCESSIONING ITEMS TO OTHER HISTORICAL SOCIETIES THAT ARE MORE SUITED TO TELL THEIR STORY. MORE AND MORE OF OUR COLLECTION IS BEING TURNED PUBLIC ON THE MNCOLLECTIONS SITE, AVAILABLE THROUGH ANOKACOUNTYHISTORY.ORG. THIS ALLOWS PEOPLE WORLDWIDE TO ACCESS OUR COLLECTION AND RESOURCES WITHOUT ENTERING THE BUILDING DURING OFFICE HOURS. MORE AND MORE, PRESERVATION ALSO MEANS COMBING SOCIAL MEDIA FOR PICTURES PEOPLE POST AND REQUESTING COPIES OF THOSE RESOURCES FOR OUR COLLECTION. THE SIGNIFICANCE OF ACHS PRESERVING 75,000 ITEMS FROM FEDERAL CARTRIDGE-- THE MAIN EMPLOYER IN ANOKA FOR 100 YEARSCANT BE UNDERSTATED. THE ACHS DISSEMINATED HISTORY TO THE COMMUNITY THROUGH SEVERAL EDUCATIONAL EFFORTS, INCLUDING DISPLAYS OFF-SITE. SEVERAL LIBRARIES AND THE CITY OF CENTERVILLE AGREED TO HOUSE POP-UP DISPLAYS IN THEIR CASES. CENTERVILLE OFFERED TO COVER THE COSTS OF PRINTING AND MOUNTING THESE ITEMS CONTINUOUSLY, CHANGING THE EXHIBIT PERIODICALLY FOR THEIR RESIDENTS. WE CONTINUE TO PARTNER WITH THE SCHOOLS TO PROVIDE SUPPLEMENTAL PRESENTATIONS, MOST NOTABLY THE CIVIL WAR PROGRAM. THE VOLUNTEER AND INTERN PROGRAMS MADE A RESURGENCE FROM THE DOWNTURN IT FELT DURING COVID-19, AS DID OUR PRESENCE AT COUNCIL AND CIVIC CLUB MEETINGS, PARTNERSHIPS WITH OTHER NONPROFITS IN ANOKA COUNTY, AND OTHER OUTREACH OPPORTUNITIES. ACHS PROUDLY ACCEPTED A MINNESOTA HISTORY AWARD FROM MALHM FOR OUR PODCAST. ONE SELECTION COMMITTEE MEMBER SAID, THIS IS A GREAT EXAMPLE OF A HISTORICAL SOCIETY TAKING RISKS AND USING THE TECHNOLOGIES AVAILABLE TO THEM TO ACCOMPLISH THEIR CORE MISSION OF EDUCATING AND INTERPRETING HISTORY. WE ALSO ACCEPTED A FRIEND OF THE LEAGUE AWARD FROM THE LEAGUE OF WOMEN VOTERS, ANOKA, BLAINE, AND COON RAPIDS FOR OUR PARTNERSHIP CELEBRATING THEIR 100TH ANNIVERSARY WHEN ACHS CURATED THE LEAGUES RESEARCH INTO AN EXHIBITION AND BOOKLET. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. THE COMMITTEE IS COMPOSED BY THE PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS DUES PAYING MEMBERS. BUYING A MEMBERSHIP ENTITLES ONE TO A SUBSCRIPTION TO THE NEWSLETTER, DISCOUNTS ON PROGRAMS AND MERCHANDISE, AND THE RIGHT TO VOTE IN ANNUAL ELECTIONS FOR THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | RIGHT FOR MEMBERS TO VOTE: PAYING MEMBERS HAVE THE RIGHT TO ELECT, VIA BALLOT, MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WILL BE PRESENTED TO THE BOARD OF DIRECTORS AT ONE OF THE ORGANIZATION'S MONTHLY BOARD MEETINGS (HELD ON THE SECOND THURSDAY OF EACH MONTH). IF A QUORUM IS PRESENT (A SIMPLE MAJORITY), THEY CAN VOTE IN FAVOR OR IN OPPOSITION. A MAJORITY VOTE CARRIES THE MOTION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR ON THE BOARD AND STAFF MEMBER ARE RESPONSIBLE FOR DISCLOSING THEIR CONFLICTS OF INTEREST TO THE ORGANIZATION AS ISSUES ARISE, AS PER THE POLICY ADOPTED BY THE DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR RECEIVES COMPENSATION AFTER AN ANNUAL PERFORMANCE REVIEW BY THE BOARD OF DIRECTORS. THE MANAGEMENT COMMITTEE IS RESPONSIBLE FOR REVIEWING IT AND MAKING ANY RECOMMENDATIONS BASED ON COMPARABLE COMPENSATION OF POSITIONS AT SIMILAR ORGANIZATIONS TO THE OVERALL BOARD. THIS PROCESS LAST OCCURED DECEMBER 2022. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE 990 FORM IS AVAILABLE ONLINE IN VARIOUS CAPACITIES SUCH AS GUIDESTAR. IT IS ALSO AVAILABLE FROM THE ACHS UPON REQUEST. ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL REPORTS ARE PUBLISHED ON THE WEBSITE. |
| Software ID: | |
| Software Version: |