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HomeMy WebLinkAboutQuilcene Historical Museum 1st EXHIBIT C lst QUARTER REPORT Due by April 30th to afincknight@co.jefferson.wa.us RECEIVED Organization: Quilcene Historical Museum APR 2 4 20?� Contact Person: Kevin Wooley J FFER ON CNr COUNTY COMMailing Address: P.O. Box 574, Quilcene, WA 98376 Phone Number/Email: r' Kevin-(360)531-1023 kevin.j.wooleyagmail.com 1. LTAC Funds received from the County 13" QTR: ORGANIZATION Total Amount Total Overspent Refund TOTAL Pt TOTAL 2nd TOTAL 3`d Awarded by Received (+) Required QTR QTR QTR JeffCo From Underspent LTAC LTAC LTAC JeffCo (-)of LTAC FUNDS FUNDS FUNDS funds SPENT SPENT SPENT Quilcene Historical $91,500.00 $45,750.00 0 n/a $30,806.30 Museum 2. LTAC funds spent by your organization 1"QTR(include 200-word limit regarding activities and funds spent with and itemized statement and supporting documentation ie: invoices paid, receipts from payment,): LTAC funds spent in Q1 equal $30,806.30 See attached report and supporting narrative for details. 3. LTAC funds balance remaining 1"QTR: $14,943.70 4. Please attach your organization's report for all revenue,marketing,services,programs and activities for the prior(October through December 2024)4th quarter. This report and any attachments may be subject to disclosure as a public record under the Public Records Act, RCW Chapter 42.56.A minimum of six years,you must maintain documented proof of payments made,contracts executed and other expenditures authorized under your Agreement with Jefferson County. Upon reasonable notice,you must be able to provide access to County or State representatives to audit those records. 2. LTAC funds spent by your organization 1st QTR: In our first quarter we continued to demonstrate an increased use of Worthington Park from the same period in prior years. To support the counties tourism goals to increase tourism, volunteers opened the museum in January on weekends and the park saw increased foot traffic over previous years. Additionally, we increased our efforts promoting the peninsula and Park at wedding shows and especially on social media while reducing our hard print publication costs. We continued our efforts with the Quimper Event Collective and hosted an open house. The landscaping at the park continues to progress with new shrubbery and flowers using funds from a capital campaign we recently completed. Work has started on the addition of outdoor accessible bathrooms in the East Garage using our capital reserves. On the museum front the painting has been completed with a new museum sign and additional lighting. Volunteers continue to catalog the items in the museum in our museum database tool. LTAC funding was invested in strategic communications to secure key media placements in regional outlets to highlight a full season of public and private events—including the return of two very popular competitive bike and running events, the circus,4th of July Picnic,the Tasting Gala, and the 4th annual Fiber Festival (that last year once again broke Park attendance records).The Park also plans to host the Key City Players drama camp and the Jefferson County Library Summer Reading program. In addition, our museum volunteers have been reaching out to the local schools with local history classes encouraging youth involvement in our areas history. Quilcene Historical Museum Statement of Activity Detail January- March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Ordinary Revenue/Expenditures Revenue 4.B Support 44400 Government Contracts 44430 Local Gov't Contracts(LTAX) R5620 01/31/2025 25 LTAC Grant 2025 2025 Lodging Tax Grant-1st Half Funding 45,750.00 Total for 44430 Local Gov't Contracts(LTAX) $45,750.00 Total for 44400 Government Contracts $45,750.00 Total for 4.B Support $45,750.00 Total for Revenue $45,750.00 Expenditures 6.A Program 64100 Occupancy Expenses 12024 01/07/2025 PNW Press Reimbursement for supplies purchased 110.92 Total for 64100 Occupancy Expenses $110.92 64125 Insurance, Property&Casualty Autopay 01/31/2025 Liberty Mutual Insurance January 605.83 Autopay 02/20/2025 Liberty Mutual Insurance February 605.83 Autopay 03/18/2025 Liberty Mutual Insurance March 605.83 Total for 64125 Insurance,Property&Casualty $1,817.49 64130 Janitorial Services EFT 01/14/2025 Clean Worx Port Townsend Cleaning 1/13 140.00 12056 03/18/2025 Salas, Sintia Deep Clean 1,440.00 Total for 64130 Janitorial Services $1,580.00 64131 Rental Supplies 12050 02/25/2025 Bobbie Strohm Mansion Sheets 60.20 Accrual Basis Thursday,April 24,2025 10:27 AM GMT-07:00 1/6 Quilcene Historical Museum . Statement of Activity Detail January- March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Total for 64131 Rental Supplies $60.20 64135 Maintenance and Repairs 12030 01/20/2025 Mayda Maintenance&Repairs HVAC System in Mansion 2,723.06 12032 01/28/2025 Dan Gatchet- Reimbursement Fuel and Filters Reimbursement 152.90 Total for 64135 Maintenance and Repairs $2,875.96 64145 Rental Host 12024 01/07/2025 PNW Press Hosting Services December 2024 290.00 Total for 64145 Rental Host $290.00 64160 Utilities Autopay 01/31/2025 Murreys Disposal Co., Inc. Garbage Fee 165.88 Autopay 02/04/2025 Murreys Disposal Co., Inc. Garbage Fee 167.37 Autopay 03/28/2025 Murreys Disposal Co., Inc. Garbage Fee 167.37 Total for 64160 Utilities $500.62 Total for 64100 Occupancy Expenses with sub-accounts $7,235.19 66100 Other Program Expenses 66110 Advertising and Promotion 66112 LTAX Visitor Prom-Info-Convencs 66112.1 Conveniences-PUD EFT 01/24/2025 Public Utility District#1-WP Mansion Electric Bill 253.55 EFT 01/24/2025 Public Utility District#1-QHM Museum Electrical Bill 164.61 Autopay 03/18/2025 Public Utility District#1-QHM Museum Electrical Bill 201.19 Autopay 03/18/2025 Public Utility District#1-WP Mansion Electric Bill 328.52 Total for 66112.1 Conveniences-PUD $947.87 66112.2 Signage&PPE Supplies 12048 02/25/2025 Friedman,Caitlin HWY 101 Signs 502.96 12048 02/25/2025 Friedman,Caitlin D.Gatchet Business Cards 100.00 12058 03/18/2025 Olympic Mailing Services Banner 8'Wide x 3' High 55.81 Accrual Basis Thursday,April 24,2025 10:27 AM GMT-07:0016 Quilcene Historical Museum Statement of Activity Detail January - March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Total for 66112.2 Signage&PPE Supplies $658.77 66112.5 Brochures 12048 02/25/2025 Friedman,Caitlin Canva Rack Cards 165.00 Total for 66112.5 Brochures $165.00 66112.6 Conveniences-Sanitation EFT 01/28/2025 Good Man Inc. Portable Restroom 122.13 EFT 02/25/2025 Good Man Inc. Portable Restroom 122.13 12063 03/18/2025 Good Man Inc. Portable Restroom 122.13 Total for 66112.6 Conveniences-Sanitation $366.39 Total for 66112 LTAX Visitor Prom-Info-Convencs $2,138.03 66116 LTAX Cooperative Partnerships 12029 01/20/2025 WA Trust for Historic Preservation WA Trust for Historic Preservation Membership 75.00 EFT 02/20/2025 North Hood Canal Chamber of Commerce 067- North Hood Canal Chamber Membership 2025 50.00 Total for 66116 LTAX Cooperative Partnerships $125.00 66118 LTAX Web,Soc Media, ISP, Phone 66118.1 Internet& Phone Service Autopay 01/21/2025 Astound Wave-QHM Museum Internet and Phone 127.61 Autopay 01/31/2025 Astound-Wave-WP Mansion Internet& Phone 251.38 Autopay 02/13/2025 Astound-Wave-WP Mansion Internet& Phone 251.38 02/20/2025 Astound Wave-OHM Museum Internet and Phone 127.83 Autopay 03/16/2025 Astound-Wave-WP Mansion Internet& Phone 251.38 Autopay 03/22/2025 Astound Wave-QHM Museum Internet and Phone 127.83 Total for 66118.1 Internet&Phone Service $1,137.41 66118.2 Website Design&Maint. 12033 01/28/2025 Fusion Creative Works 2025 Website Maintenance Agreement 1,800.00 12057 03/18/2025 Fusion Creative Works 2025 Website Maintenance Agreement Invoice 5102 1,800.00 Accrual Basis Thursday,April 24,2025 10:27 AM GMT-07:00 s%0 Quilcene Historical Museum Statement of Activity Detail January - March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Total for 66118.2 Website Design&Maint. $3,600.00 66118.4 Website Provider 12060 03/18/2025 Wooley, Kevin (reimburse) Website Provider Feb 21.99 Total for 66118.4 Website Provider $21.99 66118.6 Security System Service 12062 03/18/2025 Security Systems Northwest, Inc. Alarm Monitoring April 2025-March 2026 396.03 Total for 66118.6 Security System Service $396.03 Total for 66118 LTAX Web,Soc Media, ISP,Phone $5,155.43 66120 LTAX Spl Events Prom&Mktng 12047 02/20/2025 Sickles, Robert Q0220-2 Business Cards, Letter Head 35.00 Total for 66120 LTAX Spl Events Prom&Mktng $35.00 66120.2 Event Promotion&Support 02/20/2025 Scarecrow Contest Supplies 2024 7.72 12050 02/25/2025 Bobbie Strohm Spring Open House Decorations 168.31 12052 03/20/2025 Bobbie Strohm Spring Open House Decorations 70.88 Total for 66120.2 Event Promotion&Support $246.91 66120.3 Wedding Promotion 12020 01/01/2025 Bobbie Strohm Seattle Wedding Show Booth Cost 2025 1,770.00 12027 01/20/2025 Bobbie Strohm Seattle Wedding Show Expense Reimbursement Hotel and Dinner 352.58 12028 01/20/2025 Caitlin Friedman-Reimbursement Seattle Wedding Show Expense Reimbursement 259.84 12039 02/04/2025 Sedlacek, Nancy Mugs for Wedding Show 247.88 12041 02/11/2025 Caitlin Friedman-Reimbursement C. Friedman Reimbursement Wedding Show Expenses 1,335.53 12042 02/11/2025 Bird and Duck Media Wedding Show Booth Invoice 1,275.00 12044 02/11/2025 Bobbie Strohm Wedding Show Supplies Expense Report 334.35 12044 02/11/2025 Bobbie Strohm Wedding Show Attendance Expense Report#2 916.62 12046 02/20/2025 Sound Publishing Peninsula Weddings Publication 1,155.00 12051 03/11/2025 Here Comes the Guide Invoice 57070 255.00 12064 03/18/2025 Sedlacek, Nancy Candles for Weddings 160.00 12052 03/20/2025 Bobbie Strohm Port Angles Chamber Wedding Expo 325.00 Accrual Basis Thursday,April 24,2025 10:27 AM GMT-07:00 a `j Quilcene Historical Museum Statement of Activity Detail January- March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Total for 66120.3 Wedding Promotion $8,386.80 Total for 66120 LTAX Spl Events Prom&Mktng with sub-accounts $8,668.71 66122 LTAX Prof Svcs, Projects 66122.2 Mailing Services 01/21/2025 Intuit Intuit 1099 Filings for 2024 x10 57.71 01/21/2025 Intuit Intuit 1099 Filings for 2024 x3 16.33 Total for 66122.2 Mailing Services $74.04 66122.3 Lawn Services 12023 01/01/2025 Juan Morales December Grounds Keeping 690.00 12025 01/07/2025 Childs,Jeff-Reimbursement Fuel 40.01 12026 01/07/2025 Burkewood Design LLC Invoice December 2024 283.66 12034 02/04/2025 Burkewood Design LLC Burkewood Design Jan Invoice 283.66 12037 02/04/2025 Juan Morales January Grounds Keeping 1,050.00 12061 03/18/2025 Juan Morales February Grounds Keeping 330.00 Total for 66122.3 Lawn Services $2,677.33 66122.5 CPA Services 12040 02/04/2025 Gooding O'Hara& Mackey, PS IRS 990 Preperation 1,100.00 12040 02/04/2025 Gooding O'Hara& Mackey, PS QuickBooks Hosting June 24 to Dec 24 . 482.44 Total for 66122.5 CPA Services $1,582.44 66122.7 Bookkeeper EFT 01/02/2025 Northwest Business Solutions Invoice 1124 650.00 EFT 02/07/2025 Northwest Business Solutions Jan Invoice 1,261.25 EFT 03/13/2025 Northwest Business Solutions Invoice 1135 798.75 Total for 66122.7 Bookkeeper $2,710.00 Total for 66122 LTAX Prof Svcs, Projects $7,043.81 Total for 66110 Advertising and Promotion $23,130.98 Accrual Basis Thursday,April 24, 2025 10:27 AM GMT-07:00 '),u Quilcene Historical Museum Statement of Activity Detail January- March, 2025 NUM DATE NAME MEMO/DESCRIPTION AMOUNT Total for 66100 Other Program Expenses $23,130.98 67100 Program Development Expenses 67101 Landscaping 12025 01/07/2025 Childs,Jeff-Reimbursement Fertilizer 117.78 12025 01/07/2025 Childs,Jeff-Reimbursement Mole Traps 60.78 12026 01/07/2025 Burkewood Design LLC Hose Reimbursement 103.92 Total for 67101 Landscaping $282.48 Total for 67100 Program Development Expenses $282.48 Total for 6.A Program $30,648.65 6.0 Fundraising 65100 Printing, Publications, Mailing 65125 Mailing Services 12045 02/11/2025 Olympic Mailing Services Giving Statements 73.70 Total for 65125 Mailing Services $73.70 65130 Postage, Fundraising 12045 02/11/2025 Olympic Mailing Services Giving Statements Stamps 83.95 Total for 65130 Postage, Fundraising $83.95 Total for 65100 Printing, Publications, Mailing $157.65 Total for 6.0 Fundraising $157.65 Total for Expenditures $30,806.30 Net Revenue $14,943.70 Accrual Basis Thursday,April 24, 2025 10:27 AM GMT-07:00 " EXHIBT C 41h QUARTER REPORT Due by January 3Ptto afmcknightaco jefferson.wa.us Organization: Quilcene Historical Museum Contact person: Kevin Wooley Mailing Address: PO Box 574,Quilcene,WA 98376 Phone Number/Email: (360)531-1023 kevin.j.wooley@gmail.com 1. LTAC Funds received from the County 4th QTR: ORGANIZATION Total Total Overspent Refund TOTAL Pt TOTAL 2nd TOTAL TOTAL Amount Received (+) Required QTR QTR 3rd QTR 4th QTR Awarded From Underspent LTAC LTAC LTAC LTAC by JeffCo JeffCo (-)of FUNDS FUNDS FUNDS FUNDS LTAC SPENT SPENT SPENT SPENT funds Quilcene S51,000.00 $51,000.00 +$7,381.68 n/a $11,757.90 $20,718.35 $12,298.43 $13,607.00 Historical Museum 2. LTAC funds spent by your organization 4th QTR(include 200 word limit regarding activities and funds spent with and itemized statement and supporting documentation ie: invoices paid,receipts of payment,): LTAC Funds Overspent by$7,381.68 LTAC Q4 Funds Spent$13,607.00 See attached supporting spreadsheet and narrative for details. 3. LTAC funds balance remaining 4th QTR: ($7,381.68) 4. Please attach your organization's report for all revenue,marketing,services,programs and activities of the prior July through September(3rd)quarter. This report and any attachments may be subject to disclosure as a public record under the Public Records Act, RCW Chapter 42.56. A minimum of six years,you must maintain documented proof of payments made, contracts executed and other expenditures authorized under your Agreement with Jefferson County. Upon reasonable notice,you must be able to provide access to County or State representatives to audit those records.