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Home My WebLink About2023 Jefferson County Historical SocietyRECEIVED OCT 14 2022 JEFFERSON COUNTY COMMISSIONERS 2023 Proposal Checklist for Tourism Promotion Activities Organization Name Jefferson County Historical Society Event Name, if different Jefferson Museum of Art & History, Jefferson County Research Center Proposed Contract Amount: $ 72,160 Proposals must completely address the questions, and all requested supplemental information must be provided. Incomplete or late proposals will not be considered by the Jefferson County LTAC. To be eligible for consideration, your application must be signed, dated, and include the following items in the listed order. Check each item submitted: X Signed and Dated Proposal Summary Sheet X Section 1 - Itemized list of proposed services and estimated costs. X Section 2 - Proposal Questions. X Section 3 - Proposed 2023 promotion, facility, event or activity budget. X Section 3 — 2022 budget and year-to-date income and expense statement(s). X Section 3 - List of names and addresses of the organization's current Board of Directors. Name and contact information for event chairperson, if applicable. X Section 3 - Optional work samples such as season brochures, promotional materials, reviews, news/magazine articles, etc. (maximum of 5 separate pieces) To be considered, a fully completed and signed original application with supporting documents must be received and date stamped at the Jefferson County Administrator's Office, 1820 Jefferson Street, P.O. Box 1220, Port Townsend, WA 98368 by October 15, 2022. Courthouse is closed Saturday Documents submitted to the County are public records, potentially eligible for release. 2023 Proposal Checklist for Tourism Promotion Activities Proposal Deadline: October 15, 2022 at 4:30 pm (received, not postmarked) Courthouse is closed Saturday Address To: Jefferson County Lodging Tax Advisory Committee Mailing Address: P.O. Box 1220, Port Townsend WA 98368 Delivery Address: Jefferson County, County Administrator's Office, 1820 Jefferson Street, Port Townsend, WA 98368 Email Address: afmcknight0co,iefferson.wa.us Please type (10 point or larger) or legibly print in ink. To be considered: all questions must be answered; all requested documents provided; this form must be signed and dated. Organization Name Organization Address Contact Name Contact Address Day Phone E-Mail Address Facility/Event (if applicable) Total Lodging Tax Request: Estimated 2023 org. operating budget (Incl. Lodging Tax funds) Jefferson County Historical Society 540 Water Street, Port Townsend, WA 98368 Shelly Leavens Same as above 360-385-1003 Evening or Cell Phone 360-385-1003 director@jchsmuseum.com Jefferson Museum of Art & History, J.C. Research Center 72,160 $: 475, 000 If asking for funds for a specific event, list other cash funding sources and dollar amounts budgeted for this project. Note: This section is only due for specific event and festival funding requests. Total Project Revenue Budget Dollar Amount $ $ $ $ $ $ Did your organization receive Lodging Tax Funds from the County in 2022? X yes no I understand that if my organization's proposal for tourism promotion activities is approved by the County that my organization will enter into a contract with the County to provide the contracted services up to the maximum contract amount. 1 understand that the proposal herein is a public record potentially eligible for public release. Sign Name: Print Name and Title: Date: 10-14-2022 Shelly Leavens, Executive Director 1. Itemized List of Proposed Tourism Promotion Services Organization (or Event) Name: Jefferson County Historical Society In the following space or on a separate sheet of paper, please specify each proposed tourism promotion, facility, event or activity, including quantities and costs (see examples at bottom of page). Heritage, Arts & Culture Tourism Support Research Center Staff o .25 Salaried Director $14,500 o .5 Hourly Assistant $14,820 Visitor Services Team o .25 Salaried Director $14,500 o .5 Hourly Coordinator $14,300 o .75 Hourly Representative $14,040 $72,160 Examples of how to list your proposed tourism promotion services or event (please be as specific AS POSSIBLE about the services, quantities, the tourism market, distribution method, and cost): 10,000 promotional rack cards for 1-5 corridor from Portland to Bellingham, April - June 2018............ $1,835 The rack cards will promote an event/hotel/restaurant promotional package. Design and printing............................................................................. $1,250 Distribution by XYZ Company............................................................... $ 500 5 hours of staff time at $17.00 per hour to write copy, edit and proof the cards ...... $ 85 1/3 page black and white event promotional advertisement in XYZ Magazine, July 2018 edition........ $1,500 XYZ Magazine has 250,000 subscribers in western and northwest states. This 1/3-page ad will be part of a full -page advertisement being coordinated by the VCB. XYZ Magazine will match the value of the advertisement with a feature article on Jefferson County and the event in the same edition. Section 2: JCHS 2023 Jefferson County Lodging Tax Funding Application October 14, 2022 Operating Support for Heritage Tourism to Jefferson County 1. Tell us about your promotion, facility, event or activity and why you think it will increase tourists traveling to and staying in Jefferson County. Include a general description of the promotion, facility, event or activity including its purpose, history, etc.), and describe your organization's track record. The Jefferson County Historical Society (JCHS) has a mission to collect, research, exhibit and deliver 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, humanities, and historic preservation 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 and an increased demand for our programmatic services, including an evolving relationship with County Government. A JCHS staff position was, at one time, funded by the County through the General Fund. Upon the creation of the Lodging Tax, it was determined that JCHS staff should no longer be paid from the General Fund and instead receive an allocation of Lodging Tax to pay for operations. Many years later, JCHS has grown to manage five sites, including the Olympic Peninsula Gateway Visitor Center, two historic houses (the Commanding Officer's Quarters and the Rothschild House) in partnership with Washington State Parks, the Jefferson County Research Center, the Jefferson Museum of Art & History in Historic City Hall, as well as serves as the Fiscal Sponsor for Friends of Swansonville in Port Ludlow. JCHS staff and Trustees are aligned around the importance of heritage tourism to the Olympic Peninsula and to our organization, particularly as experiences at our sites can be a jumping off point for deeper connections to place as visitors go on to engage in other opportunities in the area. We are actively building and utilizing relationships in the County to play to our unique strengths and how we partner to draw people to this special place. For instance, the JCHS Executive Director sits on the Board of the North Olympic History Center to help shape a collaborative partnership for heritage work across the peninsula. LTAC funding in 2022 will partially support JCHS Research Center staff costs for Partner Organization Support and Collecting Initiatives, as well as partially fund our Visitor Services Team who oversees tourist visitation at the Jefferson Museum, two historic houses, and all programs and education. We believe heritage tourism can involve both the traveler who engages in heritage passively as part of the backdrop of their visit, or actively as part of a suite of experiences, like visiting museums and events. In either case, whether heritage is central or adjacent to the visitor experience, data from our sector shows that accurate and inclusive history interpretation is highly sought after, particularly as it relates to indigenous peoples. We are committed to ensuring that all peoples have a voice in how they are represented to visitors in this area, and that values -based approach is shared with partners who seek to utilize our resources. 1 Section 2:1CHS 2023 Jefferson County Lodging Tax Funding Application October 14, 2022 Operating Support for Heritage Tourism to Jefferson County 2. If this is a continuing promotion, facility or event, how is it different than in the past? Our 2023 application is very similar to our staffing proposal for 2022, but the ways we engage visitors to the area continues to evolve. We learned in 2022 that limitations to expanding our service hours to the public do not lie within visitation numbers per say, but within our ability to effectively recruit and train volunteers, and to hire and retain staff. In both areas, 2022 was a very challenging environment and we anticipate 2023 to be similar, in that the cost of housing and the cost of staffing are only going up, not down and COVID 19 is still present in our community and a concern to our elderly volunteers. Our Lodging Tax funding request is similar to 2022 because we anticipate growing the Visitor Services Team in this coming year to just one additional half-time position. Students from across Washington State learn about our unique museum archives and collections with Research Center Director Ellie DiPietro and Assistant Reed Barry through the Washington Trust for Historic Preservation's Youth Heritage Project. JCHS and the North Olympic History Center partnered in 2022 to deliver the inaugural season of History Hikes, which bring people out onto the Jefferson County landscape to learn about the history of people in this place. 2022 included Indian Island (shown here), Fort Flagler, Irondale Beach, and KaiTai Prarie. 2 Section 2: JCHS 2023 Jefferson County Lodging Tax Funding Application October 14, 2022 Operating Support for Heritage Tourism to Jefferson County 3. Describe how you intend to market/promote your promotion, facility, event or activity to potential tourists who reside outside Jefferson County. a) If an event, the date of the event, b) The timeline for the tourism promotion activity you are proposing (e.g. May through July, 2022) The Jefferson Museum of Art & History will be open March through December in 2023, and the Jefferson County Research Center will be open year-round. The events JCHS conducts are also year round. The Historic Houses are open seasonally, May through October. We promote all sites year- round as they are all connected to one another through the Research Center and through our programs and events that build off of Research Center resources. c) Target Audience JCHS has identified three primary target audiences for all our work, two of which are existing: Tourists and Local Retirees, and one of which is emerging and desired: Youth & Family. There are overlapping demographics within each audience, but they also have their distinct needs. Currently the majority of visitation at all our sites are tourists from out of the area. We have had 7,606 visitors within the first three quarters of 2022. d) Promotion methods you intend to use to reach the target audience. We promote our work on social media, currently using Facebook, Vimeo, and Soundcloud for both site and event promotion, and as a place to share content. We also promote on our website, use a google listing and advertise in the two local newspapers (PDN and Leader) and one local magazine (Strait Up) with special seasonal promotions. e) Describe how you will promote overnight stays at Jefferson County lodging establishments. We do this primarily through being welcoming and knowledgeable ambassadors at all our sites, where the Visitor Services Team help share what to do, where to stay, and where to eat across the peninsula. Since we primarily serve tourists at these sites, we answer thousands of questions a month around how people can navigate the peninsula and enjoy their stay. f) If you intend to collaborate with another agency or non-profit to provide these services, please state the name of the organization and describe the nature of the collaboration: We collaborate with many local organizations cross promoting their events and partnering on some programs as well. There are too many to list here, but a few of our most recent: KPTZ 91.9 Radio (public events & programs), The Quilcene Museum (historic preservation), Friends of Swansonville (historic preservation), Port Townsend Main Street (walking tours and signage), The North Olympic History Center (History Hikes program) The Jamestown S'Klallam (indigenous history of the North Olympic Peninsula), The Friends of Fort Worden (interpretation at the Fort), The Coast Artillery Museum (cross promotion), The Production Alliance (public events & programs), The Jefferson County Land Trust (historic interpretation), The Wooden Boat School (historic interpretation). 3 Section 2: JCHS 2023 Jefferson County Lodging Tax Funding Application October 14, 2022 Operating Support for Heritage Tourism to Jefferson County 4. How will you measure the effectiveness of your promotion, facility, event or activity? Also, describe how you will document and report to the County the economic impact from your event/facility. (State law requires the County to report annually to the State Department of Community Development and Economic Trade about the number of lodging stays and economic benefit from tourists generated by use of Lodging Tax proceeds for tourism promotion.) The Research Center is managed by our full-time staff Research Center Director and database guru, Ellie DiPietro, who tracks resource use with tools like web analytics, Square reports, and Content DM. Research Center Assistant Reed Barry who manages public access and volunteers tracks research requests using excel. We track activity at our three historic sites using Square, SimpleTix, web analytics, and guest books. Economic impact will be documented through a percentage of visitors who are arriving from out of county and anecdotal conversations with visitors about how long they are staying and where else they are traveling. 5. What economic impact can we expect in Jefferson County from your proposed promotion, facility, event or activity? a.) Actual or estimated number of tourists at your event/facility last year (2022 VTD): 7,606 as of October 14. b.) Estimated number of tourists who will attend your event/facility this year (2023): 9,000 c.) Projected economic impact in Jefferson County from your event/facility (e.g. number of tourists who will stay overnight in Jefferson County -based lodging establishments; economic impact for Jefferson County restaurants, community facilities, amenities, events, and businesses). 1,500 visitors (50% of 30% of total tourist visitation based in pre -pandemic calculations for tourism economic impact). Map of Zip Codes entered in the Museum Guest Book, Summer 2022. fry ®®® 7ni6ntG k ; It San Franc=aco n l.Sa taa Vagac �na a,as Sat, Diego phoeMr 7Ue ppn 0 ic ft_a Ill It I ti Ciudad Juba, m ama' United States It Auw . a ♦ C At*" C1Q• b-c y- bttawa Manirea� btk Ph: tado4ph .. s Wash:nglon Ja '� .»rY wresi up Mi 9YZ}hagnrtr'.+ Y+: rr«s. ra.+,.fl»r 4 Section 2: JCHS 2023 Jefferson County Lodging Tax Funding Application October 14, 2022 Operating Support for Heritage Tourism to Jefferson County 6. Describe your organization's area of expertise. Do you provide a unique service? The Jefferson County Research Center and the Jefferson Museum of Art & History are unique in their own ways, but both serve as ambassadors for Jefferson County. For a county with a relatively small, rural population the Research Center is uniquely robust and resourced, making it a special draw for people coming to the area. The JCHS archives and collections combined contain nearly half a million records, including one of the largest photograph collections in the state, estimated at 40,000-50,000 images, nearly 1,000 of which are glass plate negatives, one of the earliest forms of photography. This is the fastest growing sector of our archival holdings and after the Leader, the most utilized. Very few other museums, even in larger cities, have the ability to build, maintain, staff, and provide continual drop -in access to this type of space. Not only is it used for historical research and collections housing, but also preservation programming and genealogy, drawing people nationally who are exploring personal and professional projects related to the unique stories found within Jefferson County's past. In 2019 there were 1,200 people who visited the Research Center, many of them from out -of -county. We now have unprecedented visitation to our online archive as a result of our heavy investment in online resources during our pandemic closure. Now that we have returned to limited hours, we expect to gradually see the return of more robust in -person visitation post -pandemic. The Jefferson Museum of Art & History represents the only interdisciplinary museum with professionally trained museologists on staff in Jefferson County, and the only publicly accessible, non- commercial art exhibition space. We are uniquely positioned to provide visitors with experiences based in deep historical research, indigenous connections, and a broad representation of diverse voices from our County. Examples of Resources Used for Heritage Tourism Travelers and Organizations • Tourists engage with public or private interpretive signage and images in buildings around the county, which use JCHS photographs and research resources for their content — including hoteliers who regularly utilize the photo collection for decorating their spaces. • Descendants of Jefferson County settler families who now live across the state and country travel here to explore where their ancestors settled in the 19th Century and connect with us for collections items donated long ago, maps, photographs, and property ownership information; o September 2022 saw a number of visitors who had travelled from out of town specifically to visit the Historical Society. One family of Japanese American researchers came to better understand the history of Joseph Kawamoto, who was their ancestor's neighbor. Their ancestors did not return to Jefferson County after being sent to the federal concentration camps in WWII, so Joseph Kawamoto's oral history was one of their best leads to understanding where their family used to live and what life was like for them here. • Local organizations utilize our research services and expertise in interpretation to enhance the work they do with the community and engage visitors in their spaces with a deeper understanding of this place. 5 Jefferson County Historical Society 2023 LTAC Budget 4020.1 • Contributed Income 4001 • 2023 Lodging Tax $ 72,160.00 6060 • Payroll Expenses for Visitor Services .25 Salaried Director of Research and Collections $ 13,050.00 .5 Hourly Research and Collections Assistant $ 13,338.00 .25 Salaried Director of Programs and Education $ 13,050.00 .5 Hourly Visitor Services Coordinator $ 12,870.00 .75 Hourly Visitor Services Representative $ 12,636.00 6061 • Salaries & Wages $ 64,944.00 6062 • Payroll Taxes $ 7,216.00 Total 6060 • Payroll Expenses $ 72,160.00 Income less Expenses $ - 10-14-22 Actual vs Budget Overview January through June 2022 Ordinary Income/Expense Income 4000 • INCOME • Earned Income 4003 • Admissions 4005 • Passports 4009 • Membership Total Visitor Services 4040 • Contract Revenues 4041 Visitor Ctr-Jeff Co Contract 4045 HB1386 Jeff County 4048 Staff Contracts Total 4040 • Contract Revenues 4051 • Facility & Misc Reimbursements 4095 Venue Rental 4020 • Program Income 4021 • ACL Tours 4027 • Public Programs 4026 • Education Programs Total 4020 • Program Income 4030 Sales 4060 Royalties 4031 Shop 4032 Copies 4033 Photos Total 4030 • Sales Jefferson County Historical Society ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun $ 25,440.00 $ 25,000.00 $ 895.00 $ 12,027.06 $ 1,350.00 $ - $ - $ - $ 14,000.00 $ 25,000.00 $ 7,413.47 $ 10,166.27 $ 40,790.00 $ 50,000.00 $ 8,308.47 $ 22,193.33 $ 3,086.16 $ 3,086.16 $ 857.18 $ 1,415.18 $ 7,000.00 $ 9,200.00 $ 9,950.40 $ 9,950.40 $ - $ 3,500.00 $ - $ 500.00 $ 10,086.16 $ 15,786.16 $ 10,807.58 $ 11,865.58 $ 500.00 $ 500.00 $ - $ - $ - $ 5,000.00 $ $ $ 5,500.00 $ $ - $ 19,090.00 $ 40,000.00 $ $ 12,200.00 $ 7,550.00 $ 6,900.00 $ 3,222.76 $ 3,630.76 $ - $ $ - $ $ 26,640.00 $ 46,900.00 $ 3,222.76 $ 15,830.76 $ 500.00 $ 500.00 $ 603.80 $ 603.80 $ 20,000.00 $ 20,000.00 $ 1,825.75 $ 8,869.25 $ - $ - $ - $ 271.90 $ 20,500.00 $ 20,500.00 $ 2,429.55 $ 9,744.95 Q3 Jul - Sep Page 1 of 6 10-14-22 Actual vs Budget Overview January through June 2022 Jefferson County Historical Society ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun Q3 Jul - Sep TOTAL EARNED INCOME $ 98,516.16 1 $ 138,686.16 $ 24,768.36 $ 59,634.62 4020.1 • Contributed Income 4001 • Lodging Tax $ 50,000.00 $ 66,507.50 $ 12,110.00 $ 30,242.50 4002 Lodging Tax Supplement $ - $ - $ - $ - 4064 Bequests $ 50,000.00 $ - $ - $ - 4007 General Donations $ 17,250.00 $ 20,000.00 $ 20,868.33 $ 43,042.57 Donations from Admission (RH-COQ) $ - $ 15,000.00 $ - $ - 4011 Annual Fund (Spring plus EOY) $ 25,000.00 $ 25,000.00 $ 3,858.92 $ 3,858.92 $ 142,250.00 $ 126,507.50 $ 36,837.25 $ 77,143.99 4012 Sponsorships & Grants PT Arts Commission $ 2,000.00 $ - $ - Corporate Sponsors $ 10,000.00 $ 200.00 $ 700.00 Marseille Endowment $ 13,500.00 $ 11,400.00 $ 11,400.00 WSHS Equity Intern (Awarded) $ 10,300.00 $ - $ - Sivinski / Third Places (Awarded) $ 9,700.00 $ - $ - Other Grants (Requested or Will Request) $ 75,000.00 $ 2,500.00 $ 5,961.00 First Federal / JCF Here: Now Request $ 22,500.00 $ - $ - Ferguson Foundation (Requested) $ - $ 100,000.00 $ 100,000.00 Norcliffe Foundation (Requested) $ 20,000.00 $ 10,000.00 $ 10,000.00 All others 2021 Total 4012 Sponsorships and Grants $ 112,500.00 $ 163,000.00 $ 124,100.00 $ 128,061.00 4020.3 • Fundraising Events $ 20,000.00 $ 20,000.00 $ - $ - Total 4020.1 • Contributed Income $ 254,750.00 $ 309,507.50 $ 160,937.25 $ 205,204.99 Total 4000 - INCOME $ 353,266.16 $ 448,193.66 $ 185,705.61 $ 264,839.61 Total Income $ 353,266.16 $ 448,193.66 $ 185,705.61 $ 264,839.61 Page 2 of 6 10-14-22 Actual vs Budget Overview January through June 2022 Cost of Goods Sold 5000 • Cost of Goods Sold 5001 • Cost of Inventory Total COGS Gross Profit Expense 6000 • EXPENSES 6001 • Bank Service Charges Finance Charges Other Fees PayPal Fees Stripe Fees Square Fees 6054 • Insurance 6056 • Licenses, Permits, Fees Total Fees Jefferson County Historical Society P 6002 • Professional Fees E Consulting (New Exhibit Planning + Expenses) O Accounting & Bookkeeping P HR Expenses L Legal Fees E Total 6002 • Professional Fees 6060 • Payroll Expenses 6062 • Payroll Taxes Labor & Industries Medicare Tax Social Security Tax State Unemployment Tax ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun Q3 Jul - Sep $ 5,800.00 $ 10,000.00 $ 2,503.79 $ 5,047.05 $ 5,800.00 $ 10,000.00 $ 2,503.79 $ 5,047.05 $ 347,466.16 1 $ 438,193.66 $ 183,201.82 $ 259,792.56 $ - $ - $ 81.71 $ 81.71 $ 36.00 $ 36.00 $ 25.00 $ 154.81 $ 30.00 $ - $ 3.98 $ 3.98 $ 885.00 $ 1,000.00 $ 198.00 $ 1,164.01 $ 420.00 $ 1,500.00 $ 377.08 $ 1,091.14 $ 7,500.00 $ 7,500.00 $ 1,976.22 $ 2,634.96 $ 360.00 $ 360.00 $ 30.00 $ 90.25 $ 9,231.00 $ 10,396.00 $ 2,691.99 $ 5,220.86 $ 3,000.00 $ - $ 9,993.60 $ 11,131.25 $ 4,000.00 $ 2,500.00 $ 1,320.00 $ 1,495.00 $ - $ 500.00 $ 15.00 $ 660.30 $ - $ 2,000.00 $ 1,950.00 $ 1,950.00 $ 7,000.00 1 $ 5,000.00 $ 13,278.60 $ 15,236.55 Page 3 of 6 10-14-22 Actual vs Budget Overview January through June 2022 Jefferson County Historical Society ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun Q3 Jul - Sep 6062 • Payroll Taxes - Other $ 26,100.00 $ 31,000.00 $ 8,128.93 $ 18,711.74 Total 6062 • Payroll Taxes $ 26,100.00 1 $ 31,000.00 $ 8,128.93 $ 18,711.74 6061 Salaries & Wages 6060 Payroll Expenses - Other Total 6060 • Payroll Expenses 6022 • Employee Benefits Employee Dental Insurance Employee Medical Insurance Employee Vision Insurance Total 6022 • Employee Benefits • Professional Development 6078 Staff Educ/Board Exp/Travel 6010 Dues/Subscriptions/Memberships Total Professional Development TOTAL PEOPLE EXPENSES IT Expenses 6030 Equip. & Software (Eqpt) Server (Fixed Assets) 6055 IT and Computer Expenses (Cloud) 6081 Web Hosting IT and Computer Expenses (Consult) Total IT Expenses 6040.1 • Fundraising Expenses 6040.5 • Donor Development 6040.3 • Fundraiser Expenses $ 229,254.00 $ 318,454.00 $ 77,609.00 $ 163,023.20 $ - $ $ - $ $ 229,254.00 $ 318,454.00 $ 77,609.00 $ 163,023.20 $ 4,830.00 $ 3,500.00 $ 908.55 $ 1,514.25 $ 16,776.90 $ 26,784.00 $ 9,095.22 $ 18,589.97 $ 694.56 $ 500.00 $ 146.85 $ 244.75 $ 22,301.46 $ 30,784.00 $ 10,150.62 $ 20,348.97 $ 4,900.00 $ 4,000.00 $ 2,491.65 $ 4,412.61 $ 2,350.00 $ 2,500.00 $ 1,358.00 $ 1,585.70 $ 7,250.00 $ 6,500.00 $ 3,849.65 $ 5,998.31 $ 291,905.46 $ 391,738.001 $ 113,016.80 $ 223,318.77 $ 600.00 $ 1,200.00 $ 214.79 $ 288.85 $ - $ 2,500.00 $ - $ - $ 6,240.00 $ 6,240.00 $ 1,299.61 $ 2,336.98 $ 275.33 $ 275.33 $ 20.71 $ 20.71 $ 1,000.00 $ 1,000.00 $ - $ - $ 8,115.33 1 $ 11,215.33 $ 1,535.11 $ 2,646.54 $ 1,200.00 $ 1,000.00 $ 852.91 $ 863.41 $ 4,000.00 $ 2,500.00 $ - $ 150.48 Page 4 of 6 10-14-22 Actual vs Budget Overview January through June 2022 Jefferson County Historical Society ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun Q3 Jul - Sep 6040.4 • Other F/R Expenses $ - $ - $ $ 190.00 Total 6040.1 • Fundraising Expenses $ 5,200.00 $ 3,500.00 $ 852.91 $ 1,203.89 • Facility Expenses 6052 • Facility Maintenance $ 93,130.00 $ 32,700.00 $ 3,728.74 $ 4,462.09 6999 • Membership Related Expenses $ 600.00 $ 1,500.00 $ - $ - 6074- Property Tax $ 64.41 $ 65.00 $ $ 73.01 6075 • Rent $ 555.00 $ - $ $ - 6076• Security $ 1,920.00 $ 1,500.00 $ $ 6099 • Utilities 6018 • Electrical Service $ 6,420.00 $ 6,000.00 $ 2,086.96 6019 • Garbage Service $ 360.00 $ 360.00 $ 83.58 6020 • Sani-Can Service $ 500.00 $ 150.00 $ - 6080 • Telephones & Internet Internet Service $ 3,600.00 $ 2,700.00 $ 750.00 6080 • Telephones $ 2,400.00 $ 3,756.00 $ 926.26 Total Facility Expenses $ 109,549.41 $ 48,731.00 $ 7,575.54 6040 Program Services 6082 Volunteer Expenses $ 600.00 $ 1,000.00 $ 1,270.72 $ 1,295.72 6050 Exhibits $ 21,000.00 $ 10,000.00 $ 4,240.59 $ 5,378.73 6047 Adult Programs Expenses $ 8,400.00 $ 34,850.00 $ 1,550.00 $ 6,359.05 6096 Escape Room Expenses $ - $ $ - $ - 6045• First Night $ 750.00 $ 250.00 $ $ - 6049 • Misc. Program Expenses $ - $ - $ $ 167.30 6035 • Preservation Support - HB1386 $ - $ - $ 1,000.00 $ 1,000.00 6041 • ACL Tours $ 200.00 $ 900.00 $ - $ 1,061.97 6046 • Youth Programs Expenses $ 4,900.00 $ 5,900.00 $ 323.76 $ 594.03 Total 6040 • Program Services $ 35,850.00 $ 52,900.00 $ 8,385.07 $ 15,856.80 Marketing / Communications Page 5 of 6 10-14-22 Actual vs Budget Overview January through June 2022 6072 • Printing 6070 • Postage & Shipping 6058 Brochures/Bulk Mailing 6057 Advertising & Marketing Total Marketing/Communications 6079 • Supplies 6095 Classroom Supplies 6090 Museum Supplies 6083 • Curation Supplies - Artifacts 6084 • Office Supplies 6086 • Gift Shop Supplies 6087 • Supplies - Paper Products 6088 • Curation Supplies - Archives 6079 • Supplies - Other Total 6079 • Supplies Total 6000 • EXPENSES Net Income Other Income/Expense Other Income 4050 • Interest and Dividends Other Misc Income (PPP) Net with Other Income Jefferson County Historical Society ACTUAL BUDGET ACTUAL 2021 2022 Q1 Jan - Mar Q2 Apr - Jun $ 3,000.00 $ 2,000.00 $ 1,352.86 $ 2,047.66 $ 1,800.00 $ 1,500.00 $ 308.20 $ 317.30 $ 1,500.00 $ 1,000.00 $ 714.61 $ 914.28 $ 4,750.00 $ 5,000.00 $ 1,966.50 $ 5,621.46 $ 11,050.00 $ 9,500.00 $ 4,342.17 $ 8,900.70 $ 350.00 $ 150.00 $ - $ - $ 1,200.00 $ 700.00 $ 1,016.12 $ 1,100.73 $ 999.00 $ 1,000.00 $ - $ - $ 1,200.00 $ 1,500.00 $ 68.64 $ 434.19 $ 500.00 $ 150.00 $ - $ - $ 360.00 $ 150.00 $ 156.51 $ 207.17 $ 999.00 $ 1,600.00 $ - $ - $ 240.00 $ - $ - $ - $ 5,848.00 $ 5,250.00 $ 1,241.27 $ 1,742.09 $ 476,749.20 $ 533,230.33 $ 139,640.86 $ 258,889.65 $ (129,283.04) $ (95,036.67) $ 43,560.96 $ 902.91 $ 14,400.00 $ 14,500.00 $ 4,050.30 $ 9,251.84 $ - $ - $ - $ 1,220.73 $ (114,883.04) $ (80,536.67) $ 47,611.26 $ 10,154.75 Q3 Jul - Sep Page 6 of 6 Jefferson County Historical Society Board of Trustees 2022 Years remaining Trustee (3-year terms) Jenny Westdal 2 President Ann Welch 2 Vice President Aldryth O'Hara 1 Treasurer Monica Macguire 1 Secretary JoAnn Bussa 2 Affiliations • Art historian and writer • Retired business owner, restaurant industry • Web designer • Retired artist working in glass • Partner, Gooding O'Hara & Mackey, PS • CPA • Retired business owner and tech company executive • Community member from Brinnon Pete Langley 1 • Owner, Port Townsend Foundry LLC • Retired, former editor at University of Washington Press Mary Coney 3 • Professor Emeritus, Department of Human Centered Design & Engineering, UW College of Engineering • Retired, former director at Jefferson Tim Caldwell 3 County Chamber of Commerce • Retired, former Executive Director at Cliff Moore 3 WSU Jefferson County Extension • Former City Manager, City of Yakima • Executive Director, North Olympic History Center David Brownell 3 Former THPO for Jamestown S'Klallam Tribe Jon Harmon 3 • Project Manager, Pacific Studios (design -build exhibits firm) presented by Jefferson County Historical Society 2022 FIRST FRIDAY SPEAKER SPRING SERIES CHINESE AMERICAN VOICES First Fridays at 7: 00 PM February 4: Feeding Ghosts Graphic Memoir Artist Talk with Tessa Hulls March 4: The Chinese Gordens Film Talk with Filrnmakf�-r Valerie So April 1: Chinese in Port Townsend & Washington State with Author Doug Chin 3 Y h , rn u : f,: u rn, r) r g 1868 Historic House Museum Open for tours Saturdays 1:00 to 4:00 PM starting June 4! ot sc i ouse 111Z V1ZZ VtilV VV.i..LV Jefferson County Learn more and plan your summer Historical activities at 'chsmuseum.or Society g •//jf7.l�iii ltiti i/■ � i/■ fills .5 4 a N 0 H C & J C H S present' May 21: gatay Prairie and Lagoon '$TO RY-4: � June 18: Fort Flagler +4' September 18: Indian Island October 22: Irondale Beach with David Brownell more • • • v May 7 1:OOPM - 4:OOPM FREE RESEARCH CENTER 71 OPEN HOUSE _ 13692 AIRPORT CUTOFF RD PORT TOWNSEND JCHSMUSEUM.ORG Jefferson C0LJntV# Historical Society