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2021 JCHS
JEFFERSON COUNTY Application Deadline: December 31, 2020 at 4:30 p.m. TOURISM PROMOTION PROGRAM • APPLICATION FOR FUNDING Name of Organization Jefferson county Historical society Web Site www•jchsmuseum.org Mailing Address: 540 Water Street, Port Townsend, WA 98368 Contact Person: Shelly Leavens E-Mail: shelly@jchsmuseum.com phone: 360-385-1003 Funding Title: Supporting Preservation of Jefferson County Stories for Heritage Tourism Funding Dates: January through December 2021 Amount Requested Shell 's Si nature Digitally signed by Shelly's Signature Signature of Authorized Representative y g Date: 2020.12.31 12:03:05-08'00' TYPE OF PROPOSAL (CHECK ALL APPLICABLE): �✓ TOURISM PROMOTION/MARKETING OPERATION OF A SPECIAL EVENT/FESTIVAL DESIGNED TO ATTRACT TOURISTS WIOPERATION OF A TOURISM -RELATED FACILITY OWNED BY/OPERATED BY NON-PROFIT ORGANIZATION OPERATION AND/OR CAPITAL EXPENDITURE OF A TOURISM -RELATED FACILITY OWNED BY A MUNICIPALITY SUBMISSION REQUIREMENTS: • A one -page funding request including all income and expenses for the entire funding request (including matching funds and in -kind contributions) and clearly itemizing or detailing expenses for which County lodging tax dollars will be used. • Documentation of non-profit or government status. • List of Board Members. • Your organization's most recent financial statement, Form 990, or tax return. Other documentation showing financial viability may be submitted if organization is newly created. • A document up to three pages including a description of the proposed funding request with an explanation of how it will assist in building tourism and/or promoting events or activities that will bring overnight tourists to Jefferson County. • Include up to three examples and plans or links for marketing, performance indicators, and future sustainability. • If the application is not fully complete, the application will not be reviewed. Send Completed Application and Required Documentation to: Jefferson County Administrator's Office P.O. Box 1220 Port Townsend, WA 98368 Ilocke@cojefferson.wa.us All documentation must be received by deadline and contain ALL submission requirements to be considered for funding. Please provide one (1) original and a digital copy of submission package. Questions? Call Leslie Locke at 360.385.9100 or e-mail llocke@co.jefferson.wa.us Jefferson III III County Historical Society December 31, 2020 Jefferson County LTAC 2020 Application Narrative Operating Support for Heritage Tourism to Jefferson County About the Jefferson Countv Historical Soci The Jefferson County Historical Society (JCHS) has a mission to collect, research, exhibit and administer programs that bring people together to share, learn and be inspired by Jefferson County arts and heritage. JCHS seeks to become regionally recognized for telling engaging stories through integration of the Visitor Experience, Research, and Education programs that connect with our communities. We also seek to ensure that our operational excellence and efficiency brings out the best in our staff, board, volunteers, and partners to carry out our mission and achieve our strategic goals. Founded in 1879 and established in our primary museum space in Historic City Hall in 1951, our work has long supported the advancement of the arts and humanities for the benefit of the cultural sector and the public. The structure of the organization has gradually adapted to the changing needs of the community. JCHS now manages the Olympic Peninsula Gateway Visitor Center, two historic houses in partnership with Washington State Parks, the Jefferson County Research Center, and offers rotating exhibitions and programs at the Jefferson Museum of Art & History. Programs for tourists and residents include the well -established First Friday Speaker Series, West End Weekend, downtown Port Townsend historic walking tours, First Night community New Year's Eve (transferring to The Production Alliance in 2021), and traveling education trunks, to name a few. JCHS staff and Trustees are aligned around the importance of heritage tourism to the Olympic Peninsula and are actively engaged in building and utilizing connections in the County to understand our unique strengths and draw people to this special place. LTAC funding in 2021 will support JCHS Research Center operating costs in 2020 for Research and Collecting Initiatives that bolster heritage tourism, as outlined below. We believe heritage tourism can involve both the casual traveler who engages in heritage passively, or actively as part of a suite of experiences, or as the traveler has a specific heritage experience in mind. Research Center Overview The Jefferson County Research Center, a vital space for historical research, preservation programming, collections storage, and genealogy, is a draw to people nationally who are exploring personal and professional ties to Jefferson County, and for people living here to expand their understanding of this place. In 2019 there were 1,200 people who visited the Research Center to access our collection, many of them from out -of -County. Unfortunately, the Research Center has been closed to the public since mid -March 2020 due to the coronavirus pandemic. JCHS strives to return to and exceed prior levels of visitorship and expand upon our ability to serve heritage tourism in Jefferson County by pursuing strategic partnerships and building our technological capacity in 2021. The JCHS archives and collections combined contain nearly half a million records, including one of the largest photograph collections in the state, estimated at 30-40,000 images. With recent large acquisitions to this collection, this is the fastest growing sector of our archival holdings with approximately 20% digitized. The space is managed by our full-time staff Archivist and database administrator, Ellie DiPietro, who also has extensive museum exhibitions experience. She has made a concerted effort to build our technological capacity to bring the Research Center into the 215t Century, track resource use, employ the highest museum professional standards to care for the collection, connect with people in our county, and assist researchers who are coming from out of state. To support this work we also employ a part-time Collections Manager who oversees the object collection, a part-time collections and research assistant, and a part-time custodian who are all instrumental to Research Center operations. In 2020, the Research Center and Collections facility staff took advantage of the COVID-mandated hiatus to embark on a long -overdue renovation to the Collections Building, and with generous support from an anonymous donor, begin planning to tackle deferred maintenance to the Research Center building. While the Collections Building Renovation will wrap up in 2021, the maintenance work on the Research Center, including exterior painting, new signage, and work on the well and water system will begin. While this maintenance is not funded by this grant, it is important to note that without well - maintained structures, access to and care for the collection is not possible. Research Center 2021— Activities that Support Heritage Tourism Pending litigation, the Federal Government intends to sell and move the holdings of the National Archives and Records Administration (Seattle Building) out of the Pacific Northwest, despite a significant body of unique tribal and treaty records, Chinese Exclusion Act records, and Japanese internment records used by researchers, historians, genealogists, tribes, families, and individuals throughout the Pacific Northwest and Alaska. This is highly undesirable, and yet highly likely. While we have only a small subset of similar holdings that relate to these topics and others within Jefferson County, the size and scope of our collection allows JCHS to be positioned to become a regional leader in building connections with smaller, local archives to help fill the void of our regional NARA, and make our collective holdings more widely known to researchers interested in Pacific Northwest history. 2020 saw the game -changing installation of fiber internet at the Research Center! Now the work of tracking and tackling the ten-year backlog must begin. By allowing the backlog to linger, we will continually be hindered by lack of access to new, highly desirable collections (like the vast collection of Port Townsend Leader photo negatives donated by Tom Camfield, for example). The Research Center now has a professional staff, partially funded by this grant, who can triage collections priorities, analyze and update our systems for acquiring new archives, 2 digitize to contemporary standards, and provide researchers with the level of access they expect, including digital tools they need to properly search and access records they are seeking. • 2019 saw the passing of the law to establish the Maritime Washington National Heritage Area (MW-NHA), with a management plan tasked to the WA Trust for Historic Preservation in partnership with other regional maritime heritage groups. MW-NHA encompasses 3,000 miles of Washington State's saltwater coastline, from Grays Harbor County to the Canadian border — including 18 federally recognized tribes, 13 counties, 32 incorporated cities, and 30 port districts, as well as innumerable harbors, inlets, peninsulas, island shores, and parks. According to the WA Trust, the "MW-NHA works to build partnerships and increase collaboration in order to support heritage tourism, strengthen maritime organizations, and provide a platform for the diverse water -based stories and culture along our coast." JCHS is engaged in local partnerships to increase the collection of archives, objects and stories related to Jefferson County's maritime heritage, including oral history projects with the Schooner Adventuress and the Marine Trades, and a refresh of our maritime heritage exhibitions at the Museum. We have been called upon to work with the WA Trust and other regional partners to leverage these projects to contribute to the broader reach of the MW-NHA and draw people to Jefferson County for maritime heritage experiences. Additional Examples of Heritage Tourism Travelers Utilizing JCHS Resources • Tourists using our self -guided maps and information to navigate the heritage landscape — a forthcoming Jefferson County cemetery map, and two Port Townsend -based walking tour booklets are recent examples; • Tourists engaging with public or private interpretive signage or images in buildings around the county, which often use JCHS photographs and research resources for their content; • A student researcher traveled from Minnesota, specifically for our collection. He traced a letter written from Chinese immigrants living in Port Townsend to a family in Minnesota; • A student researcher came from Seattle to study old logging techniques and loved looking through our barn documentation; • A researcher and Swan enthusiast came from Alaska to see the James Swan cane; • A photographer who used to live in Jefferson County traveled up from California to the region and we discussed a potential donation of tens of thousands of photographs of Jefferson County coming to our institution; • Descendants of Jefferson County settler families who now live across the county travel here to explore where their ancestors settled in the 19th Century and connect with us for maps, walking tours, and property ownership information; Thank you for your support for building our capacity to support heritage tourism in Jefferson County. Support for the Research Center staff and their work makes our own heritage tourism initiatives possible, and also helps us increasing heritage partnerships Peninsula -wide, ensuring we can re -open our space in 2021 to continue to serve the needs of the community. 3 1:58 PM Jefferson County Historical Society 12/31 /20 Accrual Basis Profit & Loss Budget Overview January through December 2021 RESEARCH CENTER OPERATIONS BUDGET Jam 4000 • INCOME 4003 Admissions 250.00 4007 Transfers from Donations 78,000.00 4001 Lodging Tax 48,440.00 4020.1 • Fundraising Income 4012 • B. Marseille Endowment Grant 13,500.00 Total 4020.1 • Fundraising Income 13,500.00 4030 • Sales 4033 • Photos 500.00 Total 4030 • Sales 500.00 4040 • Contract Revenues 4045 • HB1386 Jeff County 7,000.00 Total 4040 • Contract Revenues 7,000.00 Total 4000 • INCOME 147,690.00 6000 • EXPENSES 6010 • CDM Subscription (online collection) 1,200.00 6022 Employee Benefits 5,990.00 6030 Equip. & Software (under $500) 240.00 6052 • Facility Maintenance 40,730.00 6055 • IT and Computer Expenses 500.00 6060 • Payroll Expenses 6062 • Payroll Taxes 7,000.00 6061 • Salaries & Wages 78,440.00 Total 6060 • Payroll Expenses 85,440.00 6074 • Property Tax 65.00 6076 • Security 1,020.00 6079 • Supplies 6083 • Curation Supplies -Artifacts 1,000.00 6087 • Supplies - Paper Products 360.00 6088 • Curation Supplies -Archives 1,000.00 6079 • Supplies - Other 365.00 Total 6079 • Supplies 2,725.00 6099 • Utilities 6018 • Electrical Service 6,420.00 6019 • Garbage Service 360.00 6080 • Telephones Internet Service 1,800.00 6080 • Telephones 1,200.00 Total 6080 • Telephones 3,000.00 Total 6099 • Utilities 9,780.00 Total 6000 • EXPENSES 147,690.00 Total Expense 147,690.00 Net Ordinary Income 0.00 Page 1 of 1 Ir �4 V•[a'1 ' olv ap - i COMMANDING OFFICIER'S QUARTERS SEARCH OUR DATABASE f 4 KTf} JEFFERSON MUSEUM OF ART & HISTORY ROTHSCHILD HOUSE RESEARCH CENTER GATEWAY VISITOR CENTER T i"� Online Collections Jefferson County Historical Soci The Jefferson County Historical Society of Washington State has been actively collecting objects and archival materials related to Jefferson County and its residents for 140 years. This search site represents only a fraction of the JCHS entire collection. We have over 30,000 images catalogued and digitized, of which 7700 are online. Staff are actively adding more objects; manuscripts, and other archival items as time permits. If you do not see something online that you believe may be in our collection, please contact research@jchsmuseum.com for more information and resources. Staff are currently adding materials as possible. Items added Sept to date: 0 items Glass Plate Negatives The Glass Plate Negative collection contains over 800 early photographic images of Jefferson County and the region (1880s to... Portraits There are over 3300 portraits in the JCHS collection. Currently, about 1000 (30%)are uploaded to the online search site. Ships & Maritime The Ships & Madlime Collection contains over 1000 photos_ Currently. about 960 Images have been uploaded (95%). L Oral History Collection 4i JCHS has been collecting oral histories from the county for over 40 years and is actively collecting. The JCHS Oral History Collectio... Greater Jefferson County and Olympic Mountains This collection represents an assortment of images from the Olympic Mountains and locations throughout the county. This... Forts of Jefferson County & The Puget Sound This collection contains images of Fort Worden; Fort Flagier, Fort Casey, and Did Fort Townsend. There are aver 1300 imag... Advanced Search 1"111 Online Collections Jefferson County Historical Soci Oral History Collection About this collection JCHS has been collecting oral histories from the county for over 30 years and is actively collecting. The JCHS Oral History Collection contains over 300 transcribed oral histories. Of these; only a small selection is currently available online but more are being uploaded this week! Most oral histories in our collection have been transcribed. Check Out these dips about the Influenza Epidemic of 1918 and Historic Food Growing in Jefferson County. Featured Full -Length Oral Histories Our current featured full-length Oral Histories are for Josephine Yarr (Chimacum. 1987188) and Roberi Gow (Port Townsend; 1988187). Click their pictures below to access the recordings_ Please check back as we upload more transcriptions_ If you need access to the full transcription or recording, please contact researchojchsmuseum.com. Advanced Search Jefferson iII' • County Historical Society 2021 BOARD OF TRUSTEES Officers Trustees President Jennifer Westdal JoAnn Bussa Vice President Ann Welch Pete Langley Treasurer Aldryth O'Hara Laura Reutter Secretary Monica Macguire STAFF Full Time Executive Director Shelly Leavens Research Center Director, Archivist, Exhibitions Ellie DiPietro Director of Education and Public Programs Tara McCauley Olympic Peninsula Gateway Visitor Center Manager Bill Roney Part Time Collections Manager Becky Schurmann Renovation Assistant Jodi DelGrosso Collections & Research Assistant, Membership Jackie Brennan Custodial Jack Sincevich Contract Renovation Coordination Lead Corey Skillman Bookkeeper Diana Honeycutt IT, Museum & Research Center Jon George Internal Revenue Service Date: September 20, 2005 JEFFERSON COUNTY HISTORICAL SOCIETY 540 WATER ST PORT TOWNSEND WA 98368-5725 Dear Sir or Madam: Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Person to Contact: Kathy Masters ID# 31-04015 Customer Service Representative Toll Free Telephone Dumber: 8:30 a.m. to 5:30 p.m. ET 877-829-5500 Fax Number: 513-263-3756 Federal Identification Number: 91-6013489 This is in response to your request of September 20, 2005, regarding your organization's tax-exempt status. In October 1958 we issued a determination letter that recognized your organization as exempt from federal income tax. Our records indicate that your organization is currently exempt under section 501(c)(3) of the Internal Revenue Code. Our records indicate that your organization is also classified as a public charity under section 509(a)(2) of the Internal Revenue Code. Our records indicate that contributions to your organization are deductible under section 170 of the Code, and that you are qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Internal Revenue Code. if you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely, Janna K. Skufca, Director, TE/GE Customer Account Services Form s879-EO IRS a -file Signature Authorization for an Exempt Organization OMB No. 1545-1878 For calendar year 2019, or fiscal year beginning 2019, and ending 20 Department of the Treasury ► Do not send to the IRS. Keep for your records. 2019 Internal Revenue service ► Go to www.irs.gov/Form8879E0 for the latest information. 91-6013489 ALDRYTH O'HARA TREASURER � Type of Return and Return Information (Whole Dollars Only) nu Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box on line la, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I. 1 a Form 990 check here..... ► 0 b Total revenue, if any (Form 990, Part VIII, column (A), line 12)........ . 2a Form 990-EZ check here..... ► b Total revenue, if any (Form 990-EZ, line 9)........................ 3a Form I I20-POL check here...... ► b Total tax (Form 1120-POL, line 22)............................ 4a Form 990-PF check here..... ► b Tax based on investment income (Form 990-PF, Part VI, line 5)... . 5 a Form 8868 check here... ► b Balance Due (Form 8868,line 3c).................................... 1b 981,430. 2b 3b 4b 5b Part II 1 Declaration and Signature Authorization of Officer Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2019 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the organization's consent to electronic funds withdrawal. Officer's PIN: check one box only ❑X I authorize GOODING O' HARA & MACKEY, PS, CPAS to enter my PIN 1 01338 as my signature ERO firm name Enter five numbers, but do not enter all zeros on the organization's tax year 2019 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen. As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2019 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return's disclosure consent screen. Officer's signature ► Date ► Certification and Authentication ERO's EFIN/PIN. Enter your six -digit electronic filing identification number (EFIN) followed by your five -digit self-selected PIN ...................................................... 91443998368 Do not enter all zeros I certify that the above numeric entry is my PIN, which is my signature on the 2019 electronically filed return for the organization indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns. ERO's signature P. NATHANAEL O' HARA Date ► ERO Must Retain This Form — See Instructions Do Not Submit This Form to the IRS Unless Requested To Do So BAA For Paperwork Reduction Act Notice, see instructions. Form 8879-EO (2019) TEEA7401 L 06/27/19 2019 Exempt Org. Return prepared for: JEFFERSON COUNTY HISTORICAL SOCIETY 540 WATER ST PORT TOWNSEND, WA 98368 Gooding O'Hara & Mackey, PS, CPAs 242 Taylor Street Port Townsend, WA 98368 CLIENT 1338 GOODING O'HARA & MACKEY, PS, CPAS 242 TAYLOR STREET PORT TOWNSEND, WA 98368 (360)385-1040 November 16, 2020 JEFFERSON COUNTY HISTORICAL SOCIETY 540 WATER ST PORT TOWNSEND, WA 98368 Dear Board of Directors: Your 2019 Federal Return of Organization Exempt from Income Tax will be electronically filed with the Internal Revenue Service upon receipt of a signed Form 8879-EO - IRS e-file Signature Authorization. No tax is payable with the filing of this return. Please be sure to call us if you have any questions. Sincerely, NATHANAEL O'HARA Form 990 OMB No. 1545-0047 Return of Organization Exempt From Income Tax 2019 (Rev. January 2020) Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ► Do not enter social security numbers on this form as it may be made public. Open to Public Department of the Treasury y y p Inspection Internal Revenue Service ► Go to wwwJrs.gov1Form990 for instructions and the latest information. Ins p A For the 2019 calendar year, or tax year beginning , 2019, and ending , B Check if applicable: C D Employer identification number Address change JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Name change 540 WATER ST E Telephone number Initial return PORT TOWNSEND, WA 98368 (360) 385-1003 Final return/terminated Amended return G Gross receipts $ 1,018,299. Application pending F Name and address of principal officer: ALDRYTH O' HARA H(a) Is this a group return for subordinates?1-1 Yes X No SAME AS C ABOVE H(b) Are all subordinates included? Yes No f "No," attach a list. (see instructions) Ll Tax-exempt status: X 501(c)(3) 501(c) ( )� (insert no.) 4947(a)(1) or 527 J Website: ► N/A H(c) Group exemption number ► K Form of organization: 11 Corporation Trust Association11 Other' L Year of formation: M State of legal domicile: Part I I Summary 1 Briefly describe the organization's mission or most significant activities: EDUCATION AND PRESERVATION OF HISTORY. U C --------------------------------------------------------------- C a) — — — — — — — — — — — — — — — — — ------------------------------------------- 2 Check this box ► If the organization discontinued its operations or disposed of more than 25% of its net assets. 0 3 Number of voting members of the governing body (Part VI, line 1 a) ................................... 3 8 °'a 4 Number of independent voting members of the governing body (Part VI, line lb) ....................... 4 8 u, 5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) .......................... 5 11 .—'—. 6 Total number of volunteers (estimate if necessary) ................................................... 6 80 a 7a Total unrelated business revenue from Part VIII, column (C), line 12.................................. 7a 0. b Net unrelated business taxable income from Form 990-T, line 39...................................... 7b 0. Prior Year Current Year 8 Contributions and grants (Part VIII, line lh).......................................... 267, 920. 831, 676. ' � 9 Program service revenue Part VIII, line 2 g ( g)......................................... 67,491. 83,832. m10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) ......................... 1,238. 31,009. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 1 le) ................ 33,885. 34,913. 370,534. 981,430. 12 Total revenue — add lines 8 through 11 (must equal Part VIII, column (A), line 12)..... 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3)...................... 14 Benefits paid to or for members (Part IX, column (A), line 4) ......................... 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ..... 224, 896. 264,573. N c16a Professional fundraising fees (Part IX, column (A), line 11e).......................... x b Total fundraising expenses (Part IX, column (D), line 25) ► 171,287. 191,762. w 17 Other expenses (Part IX, column (A), lines 1la-11d, l If-24e)......................... 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)............. 396,183. 456,335. —25, 649. 525, 095. 19 Revenue less expenses. Subtract line 18 from line 12................................ 5 Beginning of Current Year End of Year 2,156,741. 3,665,183. W W 20 Total assets (Part X, line 16)....................................................... as 21 Total liabilities (Part X, line 26)..................................................... 6,095. 971,977. zu. 22 Net assets or fund balances. Subtract line 21 from line 20............................ 2,150,646.1 2, 693,206. Part II 1 bignature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. I' 1 Sign Here Signature of officer ' ALDRYTH O'HARA Date TREASURER Type or print name and title Paid Print/Type preparer's name NATHANAEL O' HARA Preparer's signature NATHANAEL O' HARA Date Check H self-employed if PTIN P01701144 Preparer Use Only/ Firm's name ► GOODING O' HARA & MACKEY, PS, CPAS Firm'sEIN ► 91-2089644 Firm'saddress ► 242 TAYLOR STREET PORT TOWNSEND, WA 98368 Phoneno. (360)385-1040 May the IRS discuss this return with the preparer shown above? (see instructions) ...................................... X Yes No BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101L 01/21/20 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 2 Part III Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part Ill ................................................. 1 Briefly describe the organization's mission: EDUCATION AND PRESERVATION OF HISTORY. ----------------------------------------------------------------- 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?........................................................................................ ❑ Yes ❑X No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?.... ❑ Yes ❑X No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code: ) (Expenses $ 433, 520. including grants of $ ) (Revenue $ ) MAINTENANCE OF HISTORICAL MUSEUM FOR JEFFERSON COUNTY EDUCATION AND OUTREACH OF HISTORICAL INFORMATION 4 b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ) 4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ) 4d Other program services (Describe on Schedule 0.) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total program service expenses ► 433,520. BAA TEEA0102L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete ScheduleA....................................................................................................... 1 X 2 X 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ..................... 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part l............................................................... 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If 'Yes,' complete Schedule C, Part11.................................................. 4 X 5 X 5 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? If 'Yes,' complete Schedule C, Part 1/1 ...... 6 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? If 'Yes,' complete Schedule D, Part............................................................................................................ 6 X 7 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule D, Part II ......................... 8 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Partlll...................................................................................... 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If'Yes,'complete Schedule D, Part IV .................................................................... 9 X 10 Did the organization, directly or through a related organization, hold assets in donor -restricted endowments or in quasi endowments? If 'Yes,' complete Schedule D, Part V...................................................... 10 X 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes,' complete Schedule D, Part VI........................................................................................................ 11a X b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part Vll............................................ 11 b X c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part Vlll........................................... 11 c X 11 d X d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part IX............................................................ 11 e X e Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X...... f 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)? If 'Yes,' complete Schedule D, Part X.... 11 f X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete Schedule D, Parts XI and X11...................................................................................... 12a X 12 b X b Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' and if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and Xll is optional ................. 13 X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E....................... 14a X 14a Did the organization maintain an office, employees, or agents outside of the United States? ........................... b 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? If 'Yes,' complete Schedule F, Parts I and IV .................................................. 14b X 15 X 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If 'Yes,' complete Schedule F, Parts 11 and IV .................................................. 16 X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If 'Yes,' complete Schedule F, Parts 111 and IV ............................................. 17 X 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 1 le? If 'Yes,' complete Schedule G, Part I (see instructions) .................................. 18 X 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines lc and 8a? If 'Yes,' complete Schedule G, Partll.............................................................. 19 X 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 'Yes,' complete Schedule G, Partlll...................................................................................... 20a X 20a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H............................ b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? ................ 20b 21 X 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1 ? If 'Yes,' complete Schedule 1, Parts I and ll...................... BAA TEEA0103L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page con Yes I No 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If 'Yes,'complete Schedule I, Parts I andlll..................................................... 22 F X 23 Did the organization answer 'Yes' to Part VI I, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,'complete ScheduleJ....................................................................................................... 23 X 24a 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? If 'Yes,' answer lines 24b through 24d and complete Schedule K.If'No, 'go to line 25a........................................................................ 24a X b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .................. 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?........................................................................................... 24c d Did the organization act as an 'on behalf of issuer for bonds outstanding at any time during the year? ................. 24d 25a X 25a Section 501(cx3), 501(cx4), and 501(cx29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,'complete Schedule L, Part I ........................... b 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? If 'Yes,' complete ScheduleL, Part ................................................................................................ 25b X 26 X 26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key emplo�ee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons. If 'Yes,'complete Schedule L, Partll..................................... 27 Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If 'Yes,'complete Schedule L, Part /it .................................................................... 27 X 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions, for applicable filing thresholds, conditions, and exceptions): 28a X a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If 'Yes,'complete Schedule L, PartlV............................................................................... 28b X b A family member of any individual described in line 28a? If 'Yes,'complete Schedule L, Part IV ........................ 28c X c A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If Yes,'complete Schedule L, Part IV ................................................................................. 29 Did the organization receive more than $25,000 in non -cash contributions? If 'Yes,'complete Schedule M.............. 29 X 30 X 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,'complete Schedule M....................................................................... 31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,'complete Schedule N, Part I....... 31 X 32 X 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete ScheduleN, Partll................................................................................................ 33 X 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part ................................................... 34 X 34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,'complete Schedule R, Part I1, lll, or IV, andPart V, line I................................................................................................. 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?................................ 35a X b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If 'Yes,'complete Schedule R, Part V, line 2.......................... 35b 36 X 36 Section 501(cx3) organizations. Did the organization make any transfers to an exempt non -charitable related organization? If 'Yes,'complete Schedule R, Part V, line 2.......................................................... 37 X 37 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? If 'Yes,'complete Schedule R, Part VI ...................... 38 X 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19? Note: All Form 990 filers are required to complete Schedule 0....................................................... Part V Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V.................................................... Yes No 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable .............. I 1 a 3 b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable ........... I 1bj 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?............................................................................. 1 c X BAA TEEA0104L 07/31/19 Form 990 (201S Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 5 Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State ments, filed for the calendar year ending with or within the year covered by this return..... I 2a 11 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? ............. Note: If the sum of lines la and 2a is greater than 250, you may be required to e-file (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? ........................ b If 'Yes,' has it filed a Form 990-T for this year? If 'No' to line 3b, provide an explanation on Schedule 0...................................... 4 a 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)?........ . b If 'Yes,' enter the name of the foreign country I, See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ................... b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?........... . c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?...................................................... 6a 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? ...................................... b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were nottax deductible?................................................................................................ 7 Organizations that may receive deductible contributions under section 170(c). a 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?.................................................................................... b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? .......................... c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form8282?...................................................................................................... 2b X 3a X 3b 4a X 5a X 5b X 5c 6a X 6b 7a X 7b 7c X d If 'Yes,' indicate the number of Forms 8282 filed during the year .......................... I 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?.......... 7 e f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .............. 7 f g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 asrequired?...................................................................................................... 7 g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form1098-C?.................................................................................................... 7 h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ............................................. 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966?.................................. 9 a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? ...................... 9 b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12..................... 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities..... 10 b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders ............................................ 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ............................................ 11 b 12a Section 4947(ax1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? ............. 12a b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year....... I 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ................................... 13a Note: See the instructions for additional information the organization must report on Schedule 0. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans..........................I 13b c Enter the amount of reserves on hand .................................................. 1 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? ............................ 14a b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation on Schedule 0............... 14 b 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?...................................................................... 15 If 'Yes,' see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? 16 If 'Yes,' complete Form 4720, Schedule 0. 1:1 X TEEA0105L 07/31/19 Form Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 6 Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a 'No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI .................................................. 14 Section A. Governing Body and Management Yes No 1 a Enter the number of voting members of the governing body at the end of the tax year...... 1 a 8 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule 0. b Enter the number of voting members included on line la, above, who are independent..... 1 b 8 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?......................................................................... 2 X 3 X 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? ......................... 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?................................................................................ 4 X 5 Did the organization become aware during the year of a significant diversion of the organization's assets? .............. 5 X 6 Did the organization have members or stockholders?................................................................ 6 X 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?.................................................................................. 7 a X b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?............................................................ 7 b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: aThe governing body?.............................................................................................. 8 a X b Each committee with authority to act on behalf of the governing body? ............................................... 8 b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' provide the names and addresses on Schedule 0 ............................ 9 X Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates?..................................................... 10a X b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?................................................................ 10 b 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ...................... 11 a X b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. SEE SCHEDULE 0 12a X 12a Did the organization have a written conflict of interest policy? If 'No,' go to line 13.................................... b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise toconflicts?...................................................................................................... 12 b c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule 0 how this was done.................................................................................... 12 c 13 Did the organization have a written whistleblower policy?............................................................ 13 X 14 Did the organization have a written document retention and destruction policy? ....................................... 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official.. SEE. SCHEDULE. .0......... .......... .... 15a X b Other officers or key employees of the organization................................................................. 15b X If 'Yes' to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a 16a X taxable entity during the year?..................................................................................... b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the 16b organization's exempt status with respect to such arrangements?.................................................... Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed ► NONE ------------------------------ 18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. ❑ Own website ❑ Another's website X❑ Upon request ❑ Other (explain on Schedule 0) 19 Describe on Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. SEE SCHEDULE 0 20 State the name, address, and telephone number of the person who possesses the organization's books and records ► SHELLY LEAVENS 540 WATER ST PORT TOWNSEND WA 98368 (360) 385-1003 BAA TEEA0106L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 7 Part VII I Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII................................................. ❑ Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See instructions for definition of 'key employee.' • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. See instructions for the order in which to list the persons above. ❑ Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) ( B ) Position (do not check more than one box, unless person (D) (E) (F) Name and title Average is both an officer and a Reportable Reportable Estimated amount hours director/trustee) compensation from compensation from of other per week the organization 2/1099-MISC (w ) related orgganizations 2/1099-MISC (w ) compensation from o � 3 m ° _ c (list any o < a the organization and related hours relatedr Ef at © @ 3 m CZ organizations 0rganiza- „3} ° o lions a ,— 0 a below n 2 fro m dotted ine) � o, N a m Q (1) SHELLY LEAVENS 40 EXECUTIVE DIR. 0 X 55,000. 0. 0. (2) PETER LANGLEY 2 TRUSTEE 0 X 0. 0. 0. (3) MONICA MAGUIRE 2 DIRECTOR 0 X 0. 0. 0. (4) LAURA REUTTER 2 TRUSTEE 0 X 0. 0. 0. (5) ALDRYTH OHARA 2 TREASURER 0 X X 0. 0. 0. _(6)ANN WELCH----------------- 2 — VICE PRESIDENT 0 X X 0. 0. 0. JOANN BUSSA TRUSTEE 0 X 0. 0. 0. (8) KATHY HILL 2 SECRETARY 0 X X 0. 0. 0. (9) JENNY WESTDAL 5 PRESIDENT 0 X X 0. 0. 0. (10) (11) (12) (13) (14) BAA TEEA0107L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Pace 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) P (A) Average Position (do not check more than one (D) (E) (F) Name and title hours per box, unless person is both an officer and a director/trustee) Reportable Reportable Estimated amount week compensation from compensation from of other o E 3 cn C m o = cr3 (list any the organization (W-2/1099-MISC) related or anizations (W-2/10 9-MISC) compensation from hours for o — — < bz � -3 a o the organization and related related c © @ m organizations organiza - tions 3 below rn m @ dotted line) co C° o, m Q (15) (16) (1 (18) (19) (20) (21) (22) (23) (24) (25) 1 b Subtotal................................................................. 55,000. 0. 0. c Total from continuation sheets to Part VII, Section A ....................... 0. 0. 0. d Total (add lines 1b and 1c)................................................ 55,000. 0. 0. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 01 0 No 3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee on line 1 a? If 'Yes,' complete Schedule J for such individual. ........................................................ 3 X 4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes,' complete Schedule J for suchindividual................................................................................................... 4 X 5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If 'Yes,' complete Schedule J for such person .............................. 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of Compensation from the organization. Report compensation for the calendar vear ending with or within the oroanization's tax vear. A Name and business address B Description of services C Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization ► 0 BAA TEEA0108L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 9 Part VIII Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part VIII................................................. ❑ A Total revenue B Related or C Unrelated D Revenue exempt business excluded from tax function revenue revenue under sections 512-514 Lc ui 1 a Federated campaigns......... b Membership dues ............. c Fundraising events............ 1 a 1 b 18,161. 1 c d Related organizations ......... 1 d le 153,188. y;E a Government grants (contributions) .... f All other contributions, gifts, grants, and 0 0 similar amounts not included above ... g Noncash contributions included in lines ]a -If ...................... h Total. Add lines la-1f ............................... if 660,327. 831 676. 1 g ' 0 cc m--- rn E 2a ADMISSIONS _ _ _ _ _ _ _ _ _ _ b ----------- c d ------------------ e f All other program service revenue.... Business Code 83,832. 83,832. ' 83, 832 . g Total. Add lines 2a-2f ............................... 3 Investment income (including dividends, interest, and other similar amounts) .............................. ► 31,009. 31,009. 4 Income from investment of tax-exempt bond proceeds..! 5 Royalties ........................................... ► 442. 442. (i) Real (ii) Personal 6 a Gross rents ........ 6a b Less: rental expenses 6b c Rental income or (loss) 6c d Net rental income or (loss) .......................... ► 7 a Gross amount from (i) Securities (ii) Other sales of assets 7a other than inventory b Less: cost or other basis and sales expenses 7b c Gain or (loss)....... 7c d Net gain or (loss) ................................... ► 4) c d 8 a Gross income from fundraising events (not including $ of contributions reported on line lc). See Part IV, line 18 ............ 8a 54,281. b Less: direct expenses...... 8b 23,735. c Net income or (loss) from fundraising events ......... - 30,546. 9 a Gross income from gaming activities. See Part IV, line 19............. 9a b Less: direct expenses...... 9b c Net income or (loss) from gaming activities........... ► 10a Gross sales of inventory, less.... . returns and allowances 10a 17,059. b Less: cost of goods sold.... 10b 13,134. 31925. 3,925. c Net income or (loss) from sales of inventory.......... Business Code C 11a b———— —------------- c d All other revenue ................. . e Total. Add lines 1la-1ld ............................ ' 12 Total revenue. See instructions ...................... -1 981,430.1 87,757. 1 0.1 31,451. BAA TEEA0109L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 10 Statement of Functional Expenses Section 507(c)(3) and 507(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part IX ........................................... Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part Vlll. A Total expenses B> Program service expenses C Management and general expenses D Fundraising expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21........................ 2 Grants and other assistance to domestic individuals. See Part IV, line 22 ............ 3 Grants and other assistance to foreign organizations, foreign governments, and for- eign individuals. See Part IV, lines 15 and 16 4 Benefits paid to or for members ............ 5 Compensation of current officers, directors, trustees, and key employees ............... 55,000. 52,250. 2,750. 0. 6 Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B).................... 0. 0. 0. 0. 186,045. 176,743. 9,302. 7 Other salaries and wages .................. 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .................... 1,520. 1,444. 76. 9 Other employee benefits ................... 22,008. 20,908. 1,100. 10 Payroll taxes .............................. 11 Fees for services (nonemployees): a Management .............................. bLegal ..................................... 5,618. 5,337. 281. c Accounting ................................ dLobbying .................................. e Professional fundraising services. See Part IV, line 17... f Investment management fees .............. g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule 0.)..... 1,952. 1,854. 98. 5,959. 5,661. 298. 12 Advertising and promotion .................. 13 Office expenses ........................... 14 Information technology ..................... 15 Royalties .................................. 16 Occupancy ................................ 12,427. 11, 806. 621. 17 Travel ..................................... 18 Payments of travel or entertainment expenses for any federal, state, or local public officials ............................. 19 Conferences, conventions, and meetings... . 20 Interest ................................... 21 Payments to affiliates ...................... 22 Depreciation, depletion, and amortization.... 66,304. 62,989. 3,315. 6,892. 6,547. 345. 23 Insurance ................................. 24 Other expenses. Itemize expenses not 01 covered above (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.)................. ML 16,975. 16,126. 849. a REPAIRS AND MAINTENANCE 14,624. 13,893. 731. b SUPPLIES 9,935. 9,438. 497. c INTERNET & COMPUTER 8 767. 8,329. 438. d TELEPHONE 42,309. 40,195. 2,114. e All other expenses ......................... 456,335. 433,520. 22, 815. 0. 25 Total functional expenses. Add lines 1 through 24e.... 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here ► ❑ if following SOP 98-2 (ASC 958-720)................... 5AA TEEA011 oL 07/31 n 9 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 11 Part X I Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part X.................................................. ❑ (A) Beginning of year (B) End of year 1 Cash — non -interest -bearing .................................................. 52,759. 1 84,367. 94,665. 2 1, 627, 175. 2 Savings and temporary cash investments ...................................... 3 Pledges and grants receivable, net ............................................ 3 4 Accounts receivable, net ..................................................... 4 2,275. 5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ..................... 5 6 Loans and other receivables from other disqualified persons (as defined under 6 section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ............. 7 Notes and loans receivable, net ............................................... 7 N9 d 8 Inventories for sale or use .................................................... Prepaid expenses and deferred charges ....................................... 10a Land, buildings, and equipment: cost or other basis. 5,600. 8 1,000. 9 Complete Part VI of Schedule D ................... 10a 2, 665, 505. b Less: accumulated depreciation .................... 10bi 719, 457. 1,999,852. 10c 1, 946, 048. 3,865. 11 4,318. 11 Investments — publicly traded securities ....................................... 12 Investments — other securities. See Part IV, line 11............................ 12 13 Investments — program -related. See Part IV, line 11 ........................... 13 14 Intangible assets............................................................. 14 15 Other assets. See Part IV, line 11............................................. 15 16 Total assets. Add lines 1 through 15 (must equal line 33)....................... 2,156,741. 16 3,665,183. 17 Accounts payable and accrued expenses ...................................... 6, 094. 17 9, 160. 18 18 Grants payable.............................................................. 19 Deferred revenue............................................................ 19 20 Tax-exempt bond liabilities................................................... 20 21 Escrow or custodial account liability. Complete Part IV of Schedule D........... 22 Loans and other payables to any current or former officer, director, trustee, 21 key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons ..................... 23 Secured mortgages and notes payable to unrelated third parties ................ 22 23 24 Unsecured notes and loans payable to unrelated third parties ................... 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D. 1 . 25 962,817. 6 095 26 971, 977 . 26 Total liabilities. Add lines 17 through 25....................................... = 2 Mm Organizations that follow FASB ASC 958, check here ► X and complete lines 27, 28, 32, and 33. 27 Net assets without donor restrictions .......................................... 28 Net assets with donor restrictions ............................................. 1, 1 1,5 27 2,693, 206. 9 28 U. O Organizations that do not follow FASB ASC 958, check here ► and complete lines 29 through 33. 29 Capital stock or trust principal, or current funds ................................ 29 d31 +. Z 30 Paid -in or capital surplus, or land, building, or equipment fund .................. Retained earnings, endowment, accumulated income, or other funds............ 32 Total net assets or fund balances ............................................. 33 Total liabilities and net assets/fund balances ................................... 30 31 2, 150, 646. 32 2, 693, 206. 2, 156, 741 . 33 3,665,183. BAA TEEA0111L 07/31/19 Form 990 (2019) Form 990 (2019) JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 12 Part XI Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line in this Part XI .................................................. 1 Total revenue (must equal Part VIII, column (A), line 12)................................................. 2 Total expenses (must equal Part IX, column (A), line 25)................................................. 3 Revenue less expenses. Subtract line 2 from line 1...................................................... 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) .................. 5 Net unrealized gains (losses) on investments............................................................ 6 Donated services and use of facilities................................................................... 7 Investment expenses.................................................................................. 8 Prior period adjustments............................................................................... 9 Other changes in net assets or fund balances (explain on Schedule 0).................................... 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column(B))........................................................................................... 1 981,430. 2 456,335. 3 525,095. 4 2,150,646. 5 17,465. 6 7 8 9 0. 10 2, 693, 206. Part XII Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII................................................. 1 Accounting method used to prepare the Form 990: ❑X Cash Accrual Other If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule 0. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? .................... If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a sarate basis, consolidated basis, or both: I Separate basis EConsolidated basis 11Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? .................................. If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: ❑ Separate basis ❑ Consolidated basis ❑ Both consolidated and separate basis c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? ........................ If the organization changed either its oversight process or selection process during the tax year, explain on Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?................................................................................ b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule 0 and describe any steps taken to undergo such audits ........................... Yes No 2a X 2 b X 2c 3 a X 3 b BAA TEEA0112L 01/21/20 Form 990 (2019) SCHEDULE A (Form 990 or990-EZ) Department of the Treasury Internal Revenue Service Name of the organization 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. Go to www.irs.gov/Form990 for instructions and the latest information. OMB No. 1545-0047 2019 Open to Public Inspection Employer identification number JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Part I 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 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170ftl)(AXi). 2 A school described in section 170(bX1XA)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170ftl)(AXiii). 4 A medical research organization operated in conjunction with a hospital described in section 170(bX1)(AXiii). Enter the hospital's name, city, and state: ----------------------------------------------------- ❑ An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170ftl)(A)ll (Complete Part II.) ❑ A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). X] An organization that normally receives a substantial part of its support from a governmental unit or from the general public described In section 170(bX1XAXvi). (Complete Part II.) ❑ A community trust described in section 170(bX1XAXvi). (Complete Part II.) ❑ An agricultural research organization described in section 170(bX1XA)(ix) operated in conjunction with a land-grant college or university or a non -land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university: ---------------------------------------------------------- 10 ❑ 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. See section 509(a)(2). (Complete Part III.) 11 ❑ An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(aX1) or section 509(aX2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a ❑ Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b ❑ Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c ❑ Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d ❑ Type III non -functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e ❑ Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally Integrated, or Type III non -functionally integrated supporting organization. f Enter the number of supported organizations........................................................................ g Provide the following information about the supported organization(s). (1) Name of supported organization (ii) EIN (!!!)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 (A) (B) (C) (D) (E) Total BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2019 TEEA0401L 07/03/19 Schedule A (Form 990 or 990-E2) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 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 m) (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total 1 Gifts, grants, contributions, and membership fees received. Qo not include any 'unusual grants.)........ 236 364. 272 678. 256 913. 336 711. 915 508. 2,018,174. 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .................. 0. 3 The value of services or facilities furnished by a governmental unit to the organization without charge ... 0. 236 364. 272 678. 256F 913. 336F 711. 9151508. 2,018,174. 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) .. IV— 578 515. JIL 1, 439, 659. 6 Public support. Subtract line 5 from line 4................... Section B. Total Support Calendar year (or fiscal year beginning m) (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total 7 Amounts from line 4.......... 236, 364. 272, 678. 256,913. 336, 711. 915,508. 2,018,174. 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources ............... 4,896. 5,671. 1,097. 1,238. 31,009. 43,911. 9 Net income from unrelated business activities, whether or not the business is regularly carried on .................... 0. 10 Other income. Do not include gain or loss from the sale of capital asy, E,%I,, ir�I Part VI.) ................. ... 436. 301. 34,913. 35,650. 11 Total support. Add lines 7 through 10 ................... 2, 097, 735. etc. (see instructions) .................................................. 12 n 12 Gross receipts from related activities. 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ❑ organization, check this box and stop here.................................................................................... ► Section C. Computation of Public Support Percentage 14 Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f))........................... 14 68 . 63 % 15 Public support percentage from 2018 Schedule A, Part II, line 14............................................. 15 98 .46 % 16a 33-1/3% support test-2019. If the organization did not check the box on line 13, and line 14 is 33-1/3% or more, check this box 0. and stop here. The organization qualifies as a publicly supported organization................................................... b 33-1/3% support test-2018. 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-2019. 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 VI how ❑ the organization meets the 'facts -and -circumstances' test. The organization qualifies as a publicly supported organization.......... b 10%-facts-and-circumstances test-2018. 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 VI 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... BAA Schedule A (Form 990 or 990-EZ) 2019 TEEA0402L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 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 ll.) Section A. Public Support Calendar year (or fiscal year beginning in) ► 1 Gifts, grants, contributions, and membership fees received. (Do not include any 'unusual grants.')......... (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total 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.)............... Section B. Total Support Calendar year (or fiscal year beginning in) ► (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 1 Ob ........ 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 VI.) ..................... . 13 Total support. (Add lines 9, 1 Oc, 11, and 12.)............. . 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ❑ organization, check this box and stop here.................................................................................... ► Section C. Computation of Public Support Percentaqe 15 Public support percentage for 2019 (line 8, column (f), divided by line 13, column (f)).......................... 15 16 Public support percentage from 2018 Schedule A, Part III, line 15............................................. 16 % on of Investment Income 17 Investment income percentage for 2019 (line 1 Oc, column (f), divided by line 13, column (f)).................... 17 1-0 18 Investment income percentage from 2018 Schedule A, Part III, line 17........................................ 18 % 19a 33-1/3%support tests-2019. 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 ........... Bo. b 33-1/3%support tests-2018. 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 ............. ► BAA TEEA0403L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 Schedule A (Form 990 or 990-E2) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 4 Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes I No 1 Are all of the organization's supported organizations listed by name in the organization's governing documents? If 'No,' describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If 'Yes,' explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If 'Yes,' answer (b) and (c) below. 3a b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If 'Yes,' describe in Part VI when and how the organization made the determination. 3b c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If 'Yes,' explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ('foreign supported organization')? If 'Yes' and if you checked 12a or 12b in Part I, answer (b) and (c) below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If 'Yes,' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If 'Yes,' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 4c 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If 'Yes,' answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If 'Yes,' provide detail in Part Vl. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-E2). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-E2). 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If 'Yes,' provide detail in Part Vl. 9a b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If 'Yes,' provide detail in Part Vl. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If 'Yes,' provide detail in Part Vt. 9c 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non -functionally integrated supporting organizations)? If 'Yes,' answer 10b below. 10a b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 10b BAA TEEA0404L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 Schedule A (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 5 Supporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? 11 a b A family member of a person described in (a) above? l l b c A 35% controlled entity of a person described in (a) or (b) above? If 'Yes' to a, b, or c, provide detail in Part VI. l l c Section B. Type I Supporting Organizations 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If 'No,' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If 'Yes,' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. Section C. Type II Supporting Organizations 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If 'No,' describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). Section D. All Type III Supporting Organizations 1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If 'No,' explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 3 By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If 'Yes,' describe in Part VI the role the organization's supported organizations played in this regard. Section E. Type III Functionally Integrated Supporting Organizations Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a ❑ The organization satisfied the Activities Test. Complete line 2 below. b ❑ The organization is the parent of each of its supported organizations. Complete line 3 below. c ❑ The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). 2 Activities Test. Answer (a) and (b) below. a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If 'Yes,' then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If'Yes,'explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part Vl. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If 'Yes,' describe in Part VI the role played by the organization in this regard. 3b No No No Yes I No BAA TEEA0405L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 Schedule A (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 6 Type III Non -Functionally Integrated 509(a)(3) Supporting Organizations 1 ❑ Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non -functionally integrated supporting organizations must complete Sections A through E. Section A — Adjusted Net Income (A) Prior Year (B) Current Year (optional) 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) 1 Aggregate fair market value of all non -exempt -use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1 b c Fair market value of other non -exempt -use assets 1c d Total (add lines 1 a, 1 b, and 1 c) 1 d e Discount claimed for blockage or other factors (explain in detail in Part VI): 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 1-1/2% 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 .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 7 ❑ Check here if the current year is the organization's first as a non -functionally integrated Type III supporting organization (see instructions). BAA Schedule A (Form 990 or 990-EZ) 2019 TEEA0406L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 7 Part V I Type III Non -Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D — Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt -use assets 5 Qualified set -aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2019 from Section C, line 6 10 Line 8 amount divided by line 9 amount Section E — Distribution Allocations (see instructions) (i) Excess Distributions (i i) underdistributions Pre-2019 (iii) Distributable Amount for 2019 1 Distributable amount for 2019 from Section C, line 6 2 Underdistributions, if any, for years prior to 2019 (reasonable cause required — explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2019 a From 2014................ b From 2015............... C From 2016............... d From 2017................ e From 2018............... f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2019 distributable amount i Carryover from 2014 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 4 Distributions for 2019 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2019 distributable amount c Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. 6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2020. Add lines 3j and 4c. 8 Breakdown of line 7: a Excess from 2015...... . b Excess from 2016...... . Wr c Excess from 2017...... . d Excess from 2018...... . e Excess from 2019...... . BAA Schedule A (Form 990 or 990-EZ) 2019 TEEA0407L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 8 Part VI Supplemental Information. Provide the explanations required by Part Il, line 10; Part II, line 17a or 17b;Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, c, Ua, llb, and llc; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines lc, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line le; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) PART II, LINE 10 - OTHER INCOME NATURE AND SOURCE 2019 2018 2017 2016 2015 ROYALTIES $ 442. EVENT INCOME 30,546. SALES OF INVENTORY INCOME $ 301. $ 436. 3,925. TOTAL $ 34,913. $ 0. $ 0. $ 301. $ 436. BAA TEEA0408L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 Schedule B OMB No. 1545-0047 Schedule of Contributors (Form 990,990-EZ, or 990-PF) ► Attach to Form 990, Form 990-EZ, or Form 990-PF. Department of the Treasury Internal Revenue Service ► Go to wwwJrs.gov/Form990 for the latest information. 2019 Name of the organization Employer identification number JEFFERSON COUNTY HISTORICAL SOCIETY �91-6013489 Organization type (check one): Filers of: Section: Form 990 or 990-EZ ❑X 501(c)( 3 ) (enter number) organization ❑ 4947(a)(1) nonexempt charitable trust not treated as a private foundation Form 990-PF ❑ 527 political organization ❑ 501(c)(3) exempt private foundation ❑ 4947(a)(1) nonexempt charitable trust treated as a private foundation ❑ 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule ❑ For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33-1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part Il, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line lh; or (ii) Form 990-EZ, line 1. Complete Parts I and II. ❑ For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. ❑ For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusivelyfor religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year. ►$ Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). BAA For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2019) TEEA0701 L 08/09/19 Schedule B (Form 990, 990-EZ, or 990-PF) (2019) 1 Page 2 organ JEFFERSON COUNTY HISTORICAL SOCIETY Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. 91-6013489 nu (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions 1 HUGH & JANE FERGUSON FOUNDATION Person �X --- ------------------------------------- Payroll 6723 SYCMORE AVE NW $44,000_ Noncash SEATTLE, WA 98117 _ _ - - - - - - - - - _ _ (Complete Part I I for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions 2 ESTATE OF TIM WILSON Person Payroll C/O 540 WATER STREET ------------------------------------- $_ _ _ _ _585, 425_ Noncash PORT TOWNSEND, WA 98368 __-________ (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person --- -------- Payroll -------- -----------$----------- Noncash (Complete Part II for - - - - - - - - - - - - - - - - - - - - - noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person ❑ --- -------- Payroll ------------------------------------- Noncash (Complete Part II for _ - _ _ - _ - _ _ _ _ - _ _ _ _ _ noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person ❑ --- -------- Payroll -------- ---------$----------- Noncash (Complete Part II for _ _ _ _ _ _ - _ _ _ _ _ _ _ _ _ noncash contributions.) (a) (b) (c) (d) No. Name, address, and ZIP + 4 Total Type of contribution contributions Person ❑ --- -------- Payroll -------------------------------------$----------- Noncash (Complete Part II for ______--_______________________ noncash contributions.) BAA TEEA0702L 08/09/19 Schedule B (Form 990.990-EZ, or 990-PF) (2019) Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 3 Name of organization Employer identification number JEFFERSON COUNTY HISTORICAL SOCIETY �91-6013489 Part II Noncash Property (see instructions). Use duplicate copies of Part 11 if additional space is needed. (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) N/A ---------------------------------------- ---- ---------------------------------------- ------------------------------------------ (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) ---- ------------------------------------------ ---------------------------------------- ------------------------------------------ (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) ---- ------------------------------------------ ---------------------------------------- ------------------------------------------ (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) ---- ------------------------------------------ ---------------------------------------- ------------------------------------------ (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) ---- ------------------------------------------ ---------------------------------------- ------------------------------------------ (a) No. (b) (c) (d) from Description of noncash property given FMV (or estimate) Date received Part I (See instructions.) ---- ------------------------------------------ ---------------------------------------- ------------------------------------------ BAA Schedule B (Form 990. 990-EZ. or 990-PF) (2019) TEEA0703L 08/09/19 Schedule B (Form 990, 990-EZ, or 990-PF) (2019) 4 Name of organization Employer identification number JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.)............ $ Use duplicate copies of Part III if additional space is needed. (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ---- N/A ------------------- ------------------- ---------------------------------------------------------------- -------------------- -------------------- --------------------- --------------------- (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee ---------------------------------- ---------------------------------------------------------------- --------------------------- (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ---------------------------------------------------------------- ---------------------------------------------------------------- (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee ---------------------------------- --------------------------------------------------------------- ---------------------------------- --------------------------- --------------------------- (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ---- ------------------- ------------------- ---------------------------------------------------------------- -------------------- -------------------- --------------------- --------------------- (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee ---------------------------------- ---------------------------------- ---------------------------------- --------------------------- --------------------------- --------------------------- (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held ---- ------------------- ------------------- ---------------------------------------------------------------- -------------------- -------------------- --------------------- --------------------- (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee ---------------------------------- ---------------------------------------------------------------- - ------------------------------------------------------------------------------------------ BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2019) TEEA0704L 08/09/19 SCHEDULE D I Supplemental Financial Statements (Form 990) ► Complete if the organization answered 'Yes' on Form 990, Part IV, line 6, 7, 8, 9, 10, 11 a, 11 b, 11 c, 11 d, 11 e, 11 f, 12a, or 12b. ► Attach to Form 990. Department of the Treasury ► Go to wwwJrs. ov/Form990 for instructions and the latest information. Internal Revenue Service 9 JEFFERSON COUNTY HISTORICAL SOCIETY OMB No. 1545-0047 1 2019 Open to Public Inspection 91-6013489 111&6,llll[Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered 'Yes' on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year ................ 2 Aggregate value of contributions to (during year)...... . 3 Aggregate value of grants from (during year) ......... 4 Aggregate value at end of year ............. 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? ........................... Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?.............................................................................. ❑ Yes No Conservation Easements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (for example, recreation or education) H Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements .................................................... 2a b Total acreage restricted by conservation easements .......................................... 2 b c Number of conservation easements on a certified historic structure included in (a) ............. 2c d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register...................................................... 2 d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year ► 4 Number of states where property subject to conservation easement is located ► 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? .................................................... ❑ Yes ❑ No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year P. 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year '$ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)?................................................................................ ❑ Yes No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1........................................................ 0,$ (ii) Assets included in Form 990, Part X.................................................................. 1� $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items: a Revenue included on Form 990, Part VIII, line 1............................................................ 0. $ b Assets included in Form 990, Part X...................................................................... ► $ BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301L 8/22n9 Schedule D (Form 990) 2019 Schedule D (Form 990) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange program b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? .................... ❑ Yes No Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included onForm 990, Part X?........................................................................................ Yes No b If 'Yes,' explain the arrangement in Part XIII and complete the following table: c Beginning balance......................................................................... d Additions during the year................................................................... e Distributions during the year................................................................ fEnding balance............................................................................ 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial acl b If 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided c Amount 1c 1d 1e 1f -ount liability?..... H Yes in Part XIII..................... HNo Part V I Endowment Funds. Complete if the orqanization answered 'Yes' on Form 990, Part IV, line 10. 1 a Beginning of year balance..... . b Contributions .................. c Net investment earnings, gains, and losses .................... d Grants or scholarships ......... e Other expenditures for facilities and programs ................. f Administrative expenses ....... g End of year balance ........... (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back Provide the estimated percentage of the current year end balance (line lg, column (a)) held as: a Board designated or quasi -endowment ► % b Permanent endowment ► c Term endowment ► The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No (i) Unrelated organizations....................................................................................V3b (ii) Related organizations...................................................................................... b If 'Yes' on line 3a(ii), are the related organizations listed as required on Schedule R? .............................. 4 Describe in Part XIII the intended uses of the organization's endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered 'Yes' on Form 990, Part IV, line 1 1 a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value 1 a Land ...................................... bBuildings.................................. c Leasehold improvements ................... d Equipment ................................ e Other ..................................... 57,205. 57,205. 1 636 720. 363 976. 112721744. 909 561. 295,064. 614,497. 62,019. 60,417. 11602. Total. Add lines la through le. (Column (d) must equal Form 990, Part X, column (B), line 10c.)..................... ► 1, 946, 048. BAA Schedule D (Form 990) 2019 TEEA3302L 8/22/19 Schedule D (Form 990) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 3 Part VII Investments — Other Securities. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end -of -year market value (1) Financial derivatives ................................ (2) Closely held equity interests ......................... (3) Other (A) ----------------- ----------------------- (B) ----------------------- (C) ----------------------- (D) ----------------------- (E) ----------------------- (F) ----------------------- (G) —---———————————————————————— (H) Total. (Column (b) must equal Form 990, Part X, column (6) line 72.)... ► — Investments — Program Related. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 c. See Form 990, Part X, line 13. (a) Description of investment I (b) Book value I (c) Method of valuation: Cost or end-of-vear market value — Other Assets. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 1 1 d. See Form 990, Part X, line 15. (a) Description (b) Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, column (B) line 15.).............................................. Part X Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line I le or I If. See Form 990, Part X, line 25. 1. (a) Description of liability (b) Book value (1) Federal income taxes (2) DEFERRED BDLG SETTLEMENT PAYABLE 962 817. (3) (4) (5) (6) (7) (8) (9) (10) (11) Total. (Column (b) must equal Form 990, Part X, column (8) line 25.)............................................................. ',1 962,817. 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part XIII........................................................ ❑ BAA TEEA3303L 8/22/19 Schedule D (Form 990) 2019 Schedule D (Form 990) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 4 art XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements .................................. 1 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments ................................. 2a b Donated services and use of facilities ........................................ 2 b c Recoveries of prior year grants .............................................. 2 c d Other (Describe in Part XIII.)................................................ 2d e Add lines 2a through 2d................................................................................ 2e 3 Subtract line 2e from line 1............................................................................. 3 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b.............. 4a b Other (Describe in Part XIII.)................................................ 4 b cAdd lines 4a and 4b................................................................................... 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 12.)............................ 5 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements .............................................. 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities ........................................ 2a b Prior year adjustments...................................................... 2 b cOtherlosses................................................................ 2 c d Other (Describe in Part XIII.)................................................ 2d e Add lines 2a through 2d................................................................................ 2 e 3 Subtract line 2e from line 1............................................................................. 3 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b.............. 4a b Other (Describe in Part XIII.)................................................ 4 b cAdd lines 4a and 4b................................................................................... 4c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 78.)........................... 5 Part XIII I Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1 a and 4; Part IV, lines 1 b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information BAA PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND PAYMENTS RECEIVED FROM THE JEFFERSON COUNTY COMMUNITY FOUNDATION, ADMINISTRATORS OF THE ENDOWMENT FUNDS, ARE USED TO SUPPLEMENT THE OPERATING BUDGET EACH YEAR. Schedule D (Form 990) 2019 TEEA3304L 8/22/19 Supplemental Information Regarding Fundraising or Gaming Activities SCHEDULE G Complete if the organization answered 'Yes' on Form 990, Part IV, line 17, 18, or 19, or if the (Form 990 or 990-EZ) organization entered more than $15,000 on Form 990-EZ, line 6a. Attach to Form 990 or Form 990-EZ. Department of the Treasury Internal Revenue Service Go to www.irs.gov/Form990 for instructions and the latest information. OMB No. 1545-0047 2019 Open to Public Inspection Name of the organization Employer identification number JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Fundraising Activities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 17. aYt I Form 990-EZ filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a Mail solicitations e ❑ Solicitation of non -government grants b Internet and email solicitations f ❑ Solicitation of government grants c Phone solicitations g ❑ Special fundraising events d In -person solicitations 2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VI I) or entity in connection with professional fundraising services? ................. ❑ Yes X❑ No b If 'Yes,' list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (i) Name and address of individual or entity (fundraiser) (ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts from activityfundraiser (or retained by) (v) Amount paid to listed in column (I) (vl ) Amount paid to (or retained by) organization 1 Yes No 2 3 4 5 6 7 8 9 10 Total............................................................... ' 0. 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2019 TEEA3701L 08/19/19 Schedule G (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 2 - Fundraising Events. Complete if the organization answered 'Yes' on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1 (b) Event #2 (c) Other events (d) Total events VARIOUS EVENTS NONE through columnadd ( ough column c)) R (event type) (event type) (total number) E V IN 1 Gross receipts ........................ 54,281. 54,281. u E 2 Less: Contributions ................... 3 Gross income (line 1 minus line 2)..... 54, 2 81. 54,281. 4 Cash prizes ........................... 5 Noncash prizes D R 6 Rent/facility costs ..................... E C T 7 Food and beverages .................. E x 8 Entertainment ........................ P E e9 Other direct expenses ................. 23, 735. 23,735. s 10 Direct expense summary. Add lines 4 through 9 in column (d)........................................... ► 23,735. 30,546. 11 Net income summary. Subtract line 10 from line 3, column(d)........................................... Part III Gaming. Complete if the organization answered 'Yes' on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant (d) Total gaming E (a) Bingo bingo/progressive (c) Other gaming (add column (a) V bingo through column (c)) E N u E 1 Gross revenue ........................ 2 Cash prizes ........................... E D X P R E 3 Noncash prizes ....................... E INC S T E S 4 Rent/facility costs ..................... 5 Other direct expenses ................. �HNo Yes $HNo Yes $ �HNo Yes o 6 Volunteer labor ....................... 7 Direct expense summary. Add lines 2 through 5 in column (d)........................................... 8 Net gaming income summary. Subtract line 7 from line 1, column(d)..................................... 9 Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? .................................. EYes 11No b If 'No,' explain: ----------------------------------------------------------------- ----------------------------------------------------------------- 10a Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? ............. Yes No b If 'Yes,' explain: ----------------------------------------------------------------- BAA TEEA3702L 08/19/19 Schedule G (Form 990 or 990-EZ) 2019 Schedule G (Form 990 or 990-EZ) 2019 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 Page 3 11 Does the organization conduct gaming activities with nonmembers? ............................................... ❑ Yes No 12 Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming?.................................................................................. ❑Yes No 13 Indicate the percentage of gaming activity conducted in: a The organization's facility............................................................................... 13 a % bAn outside facility...................................................................................... 13 b 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name ► ------------------------------------------------------------- Address ► ----------------------------------------------------------- 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? ...... Yes No b If 'Yes,' enter the amount of gaming revenue received by the organization► $ and the amount of gaming revenue retained by the third party ► $ c If 'Yes,' enter name and address of the third party: Name ► ------------------------------------------------------------ Address ► 16 Gaming manager information: Name ► ------------------------------------------------------------- Gaming manager compensation ► $ Description of services provided ► ❑ Director/officer ❑ Employee ❑ Independent contractor 17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license?............................................................................................ ❑ Yes No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year ► $ Irt IV Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions. BAA TEEA3703L 08/19/19 Schedule G (Form 990 or 990-EZ) 2019 SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Go to wwwJrs.gov/Form990 for the latest information. IETY OMB No. 1545-0047 2019 Open to Public Inspection Employer identification number 91-6013489 FORM 990, PART VI, LINE 11 B - FORM 990 REVIEW PROCESS BOARD OF DIRECTORS REVIEWS DRAFT OF TAX RETURN FOR APPROVAL. FORM 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT THE BOARD OF DIRECTORS REVIEWS THE BUDGET ANNUALLY INCLUDING SALARIES FOR KEY EMPLOYEES. FORM 990, PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA49011- 08/19/19 Schedule 0 (Form 990 or 990-EZ) (2019) 12/31/19 2019 FEDERAL BOOK DEPRECIATION SCHEDULE PAGE 1 CLIENT 1338 JEFFERSON COUNTY HISTORICAL SOCIETY 91-6013489 PRIOR CUR SPECIAL 179/ PRIOR SALVAG DATE DATE COST/ BUS. 179 DEPR. BONUS/ DEC. BAL /BASIS DEPR. PRIOR CURRENT -NO- DFSCRIPTION ACQUIRED SOLD RASIS PCT. BONUS_ ALLOW. SP. DFPR. DEPR, RFDUCT RASIS DFPR. METHOD I FF RATE FORM 990/990-PF 7 DONATED SCANNER & DESKTOP 9/17/13 2,902 2,902 2,902 S/L HY 5 0 8 DELL SERVER 5/17/15 4,717 4,717 3,301 S/L HY 5 .20000 943 9 GALLERY TV 11/09/18 1,472 1,472 49 S/L 5 294 TOTAL 9,091 0 0 0 0 0 9,091 6,252 1,237 BUILDINGS 2 RESEARCH CENTER BUILDING 4/15/03 133,480 133,480 53,758 S/L MM 39 .02564 3,422 6 RES CTR - NEW BLDG 1/01/12 1,503,240 1,503,240 268,253 S/L MM 39 .02564 38,543 TOTAL BUILDINGS 1,636,720 0 0 0 0 0 1,636,720 322,011 41,965 IMPROVEMENTS 3 LSHLD IMPTS - RES. CTR. 10/31/03 3,928 3,928 1,536 S/L MM 39 .02564 101 4 LSHLD IMPTS-RES CTR HVAC 9/01/05 9,595 9,595 3,270 S/L MM 39 .02564 246 5 LSHLD IMPTS - CITY HALL 3/01/07 883,538 883,538 267,156 S/L MM 39 .02564 22,654 10 LSHLD IMPTS - CITY HALL 8/30/19 3,325 3,325 S/L MM 39 .00963 32 11 LSHLD IMPTS-RES CTR SHELVE 9/19/19 9,175 9,175 S/L MM 39 .00749 69 TOTAL IMPROVEMENTS 909,561 0 0 0 0 0 909,561 271,962 23,102 LAND 1 RESEARCH CTR. BLDG. LAND 4/15/03 57,205 57,205 0 TOTAL LAND 57,205 0 0 0 0 0 57,205 0 0 TOTAL DEPRECIATION 2.612.577 0 0 0 0 0 2.612.577 600.225 66.304 12/31/19 2019 FEDERAL BOOK DEPRECIATION SCHEDULE PAGE CLIENT 1338 JEFFERSON COUNTY HISTORICAL SOCIETY 91-601 PRIOR CUR SPECIAL 179/ PRIOR SALVAG DATE DATE COST/ BUS. 179 DEPR. BONUS/ DEC. BAL /BASIS DEPR. PRIOR CURRENT -NO- DFSCRIPTION ACQUIRED SOLD RASIS PCT. RONM ALLOW. SP. DEPR. DEPR, REDACT RASIS DEPR. METHOD I IFE RATE DEPR, GRAND TOTAL DEPRECIATION 2,612,577 0 0 0 0 0 2,612,577 600,225 Jefferson III III County Historical Society December 31, 2020 Jefferson County LTAC 2020 Application Narrative Operating Support for Heritage Tourism to Jefferson County About the Jefferson Countv Historical Soci The Jefferson County Historical Society (JCHS) has a mission to collect, research, exhibit and administer programs that bring people together to share, learn and be inspired by Jefferson County arts and heritage. JCHS seeks to become regionally recognized for telling engaging stories through integration of the Visitor Experience, Research, and Education programs that connect with our communities. We also seek to ensure that our operational excellence and efficiency brings out the best in our staff, board, volunteers, and partners to carry out our mission and achieve our strategic goals. Founded in 1879 and established in our primary museum space in Historic City Hall in 1951, our work has long supported the advancement of the arts and humanities for the benefit of the cultural sector and the public. The structure of the organization has gradually adapted to the changing needs of the community. JCHS now manages the Olympic Peninsula Gateway Visitor Center, two historic houses in partnership with Washington State Parks, the Jefferson County Research Center, and offers rotating exhibitions and programs at the Jefferson Museum of Art & History. Programs for tourists and residents include the well -established First Friday Speaker Series, West End Weekend, downtown Port Townsend historic walking tours, First Night community New Year's Eve (transferring to The Production Alliance in 2021), and traveling education trunks, to name a few. JCHS staff and Trustees are aligned around the importance of heritage tourism to the Olympic Peninsula and are actively engaged in building and utilizing connections in the County to understand our unique strengths and draw people to this special place. LTAC funding in 2021 will support JCHS Research Center operating costs in 2020 for Research and Collecting Initiatives that bolster heritage tourism, as outlined below. We believe heritage tourism can involve both the casual traveler who engages in heritage passively, or actively as part of a suite of experiences, or as the traveler has a specific heritage experience in mind. Research Center Overview The Jefferson County Research Center, a vital space for historical research, preservation programming, collections storage, and genealogy, is a draw to people nationally who are exploring personal and professional ties to Jefferson County, and for people living here to expand their understanding of this place. In 2019 there were 1,200 people who visited the Research Center to access our collection, many of them from out -of -County. Unfortunately, the Research Center has been closed to the public since mid -March 2020 due to the coronavirus pandemic. JCHS strives to return to and exceed prior levels of visitorship and expand upon our ability to serve heritage tourism in Jefferson County by pursuing strategic partnerships and building our technological capacity in 2021. The JCHS archives and collections combined contain nearly half a million records, including one of the largest photograph collections in the state, estimated at 30-40,000 images. With recent large acquisitions to this collection, this is the fastest growing sector of our archival holdings with approximately 20% digitized. The space is managed by our full-time staff Archivist and database administrator, Ellie DiPietro, who also has extensive museum exhibitions experience. She has made a concerted effort to build our technological capacity to bring the Research Center into the 215t Century, track resource use, employ the highest museum professional standards to care for the collection, connect with people in our county, and assist researchers who are coming from out of state. To support this work we also employ a part-time Collections Manager who oversees the object collection, a part-time collections and research assistant, and a part-time custodian who are all instrumental to Research Center operations. In 2020, the Research Center and Collections facility staff took advantage of the COVID-mandated hiatus to embark on a long -overdue renovation to the Collections Building, and with generous support from an anonymous donor, begin planning to tackle deferred maintenance to the Research Center building. While the Collections Building Renovation will wrap up in 2021, the maintenance work on the Research Center, including exterior painting, new signage, and work on the well and water system will begin. While this maintenance is not funded by this grant, it is important to note that without well - maintained structures, access to and care for the collection is not possible. Research Center 2021— Activities that Support Heritage Tourism Pending litigation, the Federal Government intends to sell and move the holdings of the National Archives and Records Administration (Seattle Building) out of the Pacific Northwest, despite a significant body of unique tribal and treaty records, Chinese Exclusion Act records, and Japanese internment records used by researchers, historians, genealogists, tribes, families, and individuals throughout the Pacific Northwest and Alaska. This is highly undesirable, and yet highly likely. While we have only a small subset of similar holdings that relate to these topics and others within Jefferson County, the size and scope of our collection allows JCHS to be positioned to become a regional leader in building connections with smaller, local archives to help fill the void of our regional NARA, and make our collective holdings more widely known to researchers interested in Pacific Northwest history. 2020 saw the game -changing installation of fiber internet at the Research Center! Now the work of tracking and tackling the ten-year backlog must begin. By allowing the backlog to linger, we will continually be hindered by lack of access to new, highly desirable collections (like the vast collection of Port Townsend Leader photo negatives donated by Tom Camfield, for example). The Research Center now has a professional staff, partially funded by this grant, who can triage collections priorities, analyze and update our systems for acquiring new archives, 2 digitize to contemporary standards, and provide researchers with the level of access they expect, including digital tools they need to properly search and access records they are seeking. • 2019 saw the passing of the law to establish the Maritime Washington National Heritage Area (MW-NHA), with a management plan tasked to the WA Trust for Historic Preservation in partnership with other regional maritime heritage groups. MW-NHA encompasses 3,000 miles of Washington State's saltwater coastline, from Grays Harbor County to the Canadian border — including 18 federally recognized tribes, 13 counties, 32 incorporated cities, and 30 port districts, as well as innumerable harbors, inlets, peninsulas, island shores, and parks. According to the WA Trust, the "MW-NHA works to build partnerships and increase collaboration in order to support heritage tourism, strengthen maritime organizations, and provide a platform for the diverse water -based stories and culture along our coast." JCHS is engaged in local partnerships to increase the collection of archives, objects and stories related to Jefferson County's maritime heritage, including oral history projects with the Schooner Adventuress and the Marine Trades, and a refresh of our maritime heritage exhibitions at the Museum. We have been called upon to work with the WA Trust and other regional partners to leverage these projects to contribute to the broader reach of the MW-NHA and draw people to Jefferson County for maritime heritage experiences. Additional Examples of Heritage Tourism Travelers Utilizing JCHS Resources • Tourists using our self -guided maps and information to navigate the heritage landscape — a forthcoming Jefferson County cemetery map, and two Port Townsend -based walking tour booklets are recent examples; • Tourists engaging with public or private interpretive signage or images in buildings around the county, which often use JCHS photographs and research resources for their content; • A student researcher traveled from Minnesota, specifically for our collection. He traced a letter written from Chinese immigrants living in Port Townsend to a family in Minnesota; • A student researcher came from Seattle to study old logging techniques and loved looking through our barn documentation; • A researcher and Swan enthusiast came from Alaska to see the James Swan cane; • A photographer who used to live in Jefferson County traveled up from California to the region and we discussed a potential donation of tens of thousands of photographs of Jefferson County coming to our institution; • Descendants of Jefferson County settler families who now live across the county travel here to explore where their ancestors settled in the 19th Century and connect with us for maps, walking tours, and property ownership information; Thank you for your support for building our capacity to support heritage tourism in Jefferson County. Support for the Research Center staff and their work makes our own heritage tourism initiatives possible, and also helps us increasing heritage partnerships Peninsula -wide, ensuring we can re -open our space in 2021 to continue to serve the needs of the community. 3 Jefferson iII' • County Historical Society 2021 BOARD OF TRUSTEES Officers Trustees President Jennifer Westdal JoAnn Bussa Vice President Ann Welch Pete Langley Treasurer Aldryth O'Hara Laura Reutter Secretary Monica Macguire STAFF Full Time Executive Director Shelly Leavens Research Center Director, Archivist, Exhibitions Ellie DiPietro Director of Education and Public Programs Tara McCauley Olympic Peninsula Gateway Visitor Center Manager Bill Roney Part Time Collections Manager Becky Schurmann Renovation Assistant Jodi DelGrosso Collections & Research Assistant, Membership Jackie Brennan Custodial Jack Sincevich Contract Renovation Coordination Lead Corey Skillman Bookkeeper Diana Honeycutt IT, Museum & Research Center Jon George digitize to contemporary standards, and provide researchers with the level of access they expect, including digital tools they need to properly search and access records they are seeking. • 2019 saw the passing of the law to establish the Maritime Washington National Heritage Area (MW-NHA), with a management plan tasked to the WA Trust for Historic Preservation in partnership with other regional maritime heritage groups. MW-NHA encompasses 3,000 miles of Washington State's saltwater coastline, from Grays Harbor County to the Canadian border — including 18 federally recognized tribes, 13 counties, 32 incorporated cities, and 30 port districts, as well as innumerable harbors, inlets, peninsulas, island shores, and parks. According to the WA Trust, the "MW-NHA works to build partnerships and increase collaboration in order to support heritage tourism, strengthen maritime organizations, and provide a platform for the diverse water -based stories and culture along our coast." JCHS is engaged in local partnerships to increase the collection of archives, objects and stories related to Jefferson County's maritime heritage, including oral history projects with the Schooner Adventuress and the Marine Trades, and a refresh of our maritime heritage exhibitions at the Museum. We have been called upon to work with the WA Trust and other regional partners to leverage these projects to contribute to the broader reach of the MW-NHA and draw people to Jefferson County for maritime heritage experiences. Additional Examples of Heritage Tourism Travelers Utilizing JCHS Resources • Tourists using our self -guided maps and information to navigate the heritage landscape — a forthcoming Jefferson County cemetery map, and two Port Townsend -based walking tour booklets are recent examples; • Tourists engaging with public or private interpretive signage or images in buildings around the county, which often use JCHS photographs and research resources for their content; • A student researcher traveled from Minnesota, specifically for our collection. He traced a letter written from Chinese immigrants living in Port Townsend to a family in Minnesota; • A student researcher came from Seattle to study old logging techniques and loved looking through our barn documentation; • A researcher and Swan enthusiast came from Alaska to see the James Swan cane; • A photographer who used to live in Jefferson County traveled up from California to the region and we discussed a potential donation of tens of thousands of photographs of Jefferson County coming to our institution; • Descendants of Jefferson County settler families who now live across the county travel here to explore where their ancestors settled in the 19th Century and connect with us for maps, walking tours, and property ownership information; Thank you for your support for building our capacity to support heritage tourism in Jefferson County. Support for the Research Center staff and their work makes our own heritage tourism initiatives possible, and also helps us increasing heritage partnerships Peninsula -wide, ensuring we can re -open our space in 2021 to continue to serve the needs of the community. 3