2023-2024 FY Annual Report

Page 1


ANNUAL REPORT 2024 EPHRAIMHISTORICALFOUNDATION

EPHRAIM HISTORICAL FOUNDATION ANNUAL REPORT Fiscal Year 2023-2024 (October 1, 2023- September 30, 2024) This is our annual January report on the previous fiscal year’s operations.

This is our annual end-of-year report on the previous fiscal year’s operations. A semi-annual report will be provided at the Annual Meeting of Members on July 19, 2025

ORGANIZATIONOVERVIEW

MISSION

The mission of the Ephraim Historical Foundation is to faithfully preserve, share, and sustain the history, culture, and beauty of Ephraim Through the support of our donors, members, volunteers, and community, we are able to continue to fulfill this mission through a wide variety of programs, events, exhibits, preservation, and research

The Ephraim Historical Foundation prides itself on operating solely through private donations and support to fulfill its mission of preserving the heritage of Ephraim and its people We are also dependent upon volunteers to ensure our mission is a success.

THEHERITAGEFUND

The Ephraim Historical Foundation Heritage Fund Endowment was established in 1992 to provide financial support to the mission of the Ephraim Historical Foundation The Heritage Fund is funded entirely though donations. The endowment is governed by the Heritage Fund Board of Directors, and the funds are managed by Dana Investment Advisors

BOARD OF DIRECTORS

ROB DAVIS- PRESIDENT

MONIQUE MCCLEAN- VICE PRESIDENT

KAREN BIERMAN- TREASURER

SHERRY MOORE- SECRETARY

JULIE WATKINS- PAST PRESIDENT

MARSELLA FULTS MARCIA ELLIS

WINDSOR MCCUTCHEON JIM PETERMAN

DANIEL MYERS MISSY LEBELLE

LAIRD HART

HERITAGE FUND DIRECTORS

TONY BEADELL- PRESIDENT

MARDI GLENN- VICE PRESIDENT

BILL SCHUMANN- TREASURER

JAMES RANKIN- SECRETARY

DICK CHRISTENSEN MARILYN CUSHING

GEORGE DROST TOM BOLDT

SALLY JACOBSEN LARRY BALISTRERI

DICK VOLKMANN CODY SCHRECK

CODY SCHRECK EXECUTIVE DIRECTOR

JEFF O’KEEFFE CURATOR & COLLECTIONS MANAGER

KAJSA ANDERSON MEMBERSHIP & COMMUNICATIONS COORDINATOR

LAURA MCMAHON PROGRAMS COORDINATOR

Dear EHF Members, Donors, and Friends,

Thank you for your invaluable support throughout 2024. Your dedication has been instrumental in preserving and celebrating our shared history, enabling us to meet our mission and more during our 75th year As we look ahead, we’re thrilled to continue this journey with you as we provide unique programs, exhibits, and opportunities to connect with the history of Ephraim. We invite you to renew your membership and join us again in 2025 as we build on this momemtum and make history together. Your continued involvement truly makes a difference.

THANKYOUTOALLOFOURWONDERFUL VOLUNTEERS!YOUMAKEITALLPOSSIBLE!

As a small non-profit, the Ephraim Historical Foundation has always relied on volunteers to help us accomplish our mission. As the EHF grows, our volunteers continue to play an integral part of our organization

EPHRAIM HISTORICAL FOUNDATION

APPROVED BUDGET FOR FY 2024-2025

The approved budget shown here is a careful estimate of the EHF needs for the 2024-2025 fiscal year. The Heritage Fund Endowment board granted the EHF’s request of a 5% (or $223,000) distribution. The EHF is dedicated to maintaining a balanced budget and to financial transparency. Full copies of the Reviewed Financial Statements for the Ephraim Historical Foundation, Inc., and the Ephraim Foundation Heritage Fund, Inc., for the fiscal year ending September 30, 2023, are available to review by appointment. In addition, the EHF produces monthly consolidated balance sheets. For more information, please contact the EHF office.

REVENUE

Program Revenue

EXPENSES

FINANCIALHIGHLIGHTS

Quick Overview of the Fiscal Year 2023-2024

The EHF prides itself on operating solely through private donations and support to fulfill its mission of preserving the heritage of Ephraim and its people We are also dependent upon volunteers to ensure our mission is a success Here are some interesting facts from this last year

The EHF received $201,748 in contributions from the Heritage Fund

The EHF has 329 Family Memberships and 41 Business Members (consisting of 64 business owners) Our total membership is 370 (consisting of 623 individuals.)

Our incredible members and supporters contributed a total of $138,314 in membership dues and donations

The EHF worked with over 100 volunteers

11,970 people attended our events, programs, and museums!

Our museums generated a total of $31,214 in museum donations, tour admission, and merchandise sales

Adminstration

Buildings&

EPHRAIMHISTORICALFOUNDATIONFYDONORS

Annually members and donors reaffirm their recognition of the vital role the Ephraim Historical Foundation plays in Ephraim and the surrounding Door County community with financial gifts While these gifts can be directed towards specific projects meaningful to each donor, gifts are also given to the organization to use where funds are most needed Whatever the purpose, financial gifts to the EHF are deeply appreciated and are used to continue our mission We applaud and thank these generous donors who have made contributions in the 2023-2024 (Oct 1, 2023 - Sept 31, 2024) fiscal year, *not including membership dues*

Ann Abbott

Anderson House Shop and Gallery

Dave and Susan Anderson

Arbor Crowne Properties

Marilyn Backer

Lawrence and Joan Balistreri

Jon and Elizabeth Baranko

Anthony and Priscilla Beadell

Ben and Jess Barbera

Richard and Karen Bierman

Frederick and Debra Brightbill

John Castleman

Charities Aid Foundation America

Stuart and Gabriella Chase

Chomeau Private Foundation, The Bernal T.

David and Elizabeth Chomeau

Douglas and Mary Chomeau

Richard L. Christensen

Nancy L. Claypool

Susan Chapel Conlon

Paul and Tammy Corson

Chris Cramer

James Crane and Bonnie Johnson

Larry and Anne Crowe

John and Victoria Cultra

Elliot and Courtney Curry

Marilyn Cushing

Robert Davis III

Judith Dereszynski

Destination Door County

Rachel Detra

Marianne Diekman

Daniel Dineen and Linda Vanden Heuvel

Don W. and Marianne Diekman Family Charitable Fund

Door County Community Foundation, Inc.

Aliece Dorsch

George and Beth Drost

Thomas and Anne Dukehart

Stephen and Debra Dullard

Charles and Sonja Durkee

Karen Ekberg*

Charles and Marcia Ellis

Ephraim Business Council

Robert and Nancy Evanson

Remington and Jennifer Fairlamb

Eric and Patricia Fess

Marta Fonseca

James Forbes

Kevin and Lisa Forsman

Jana French

Ryan and Mary Fuesting

Timothy and Marsella Fults

Jerome and Janet Gallagher

Susan Gebhardt

Laura J. Geis

Lisa Gifford

Richard and Ellen Glaisner

Marjorie Glenn

Gregory and Ann Goltermann

Gould Family Fund

Barbara Gould

Samantha Gray

Harald Halvorsen

George and Judith Harmon

Roy and Leslie Harsch

Laird and Kathie Hart

Health Care Service Corporation

Paul Heim and Julie Watkins

Edgar and Nancy Hillner

William Hoag

Catheryn Hoehn

Michael Hoesly and Nan Zimdars

Rana Holbrook

Horween Foundation, Ralph and Genevieve B.

Timothy and Judith Howald

Thomas and Katherine Hughes

Robert and Lucia Hunt

Hank and Diane Ipsen

Steven and Sally Jacobson

Christopher T. Jaworski

Thor and Darlene Jondahl

Joseph and Susan Kimec

Catherine P. La Violette

Brian H. Leahy

Michael and Suzanne Lisle

Lois Litterst

Lodgings at Pioneer Lane

Margaret S. Lott

Eleanor McCullin

Michael and Windsor McCutcheon

Kevin and Wanda McDonald

Meadows of Scandia Village Association

Kimon and Jennifer Miller

Paul and Mandy Miller

John Minke and Ruth Oneson

Laura Moegenburg

Robert and Cheryl Moore

Benjamin and Francine Morof

Bruce and Cindy Nelson

Don and Donna Nelson

Nancy Nicholas

Northern Door Pride

Marvin and Celia Oakes

Michael O'Donell

John and Jami O'Keeffe

Kaaren Oreck

Jack and Laura O'Rourke

G.G. Paschke

Steven and Rosie Patterson

Elinor Pearson

Scott and Duska Pearson

Kathy Pentler

James and Margaret Peterman

Edward and Ann Petersen

Richard Pfleeger

Paul and Nancy Pillat

Carole Pyle-Weaver

James and JoAnne Rankin

John and Geralynn Raymond

Lisa Reardon and Dan Smith

Edwin and Barbara Reavis

Michael and Carol Reince

Robert A. Richter Jr.

Karl and Camila Ross

Paul and Barbara Runez

Suzanne Tasker Samson

Martha Sauter

Hans and Mary Schaupp

Christopher and Janine Schmeltz

Michael Schmitz

Sydney Schreck

Schuman Gilson Family Fund

Joel Schuman and Lynne Gilson

William Schumann

Thomas and Meredith Scrivner

Gary and Nancy Seabrook

Walton and Letitia Shields

Charles Spanbauer

Cynthia Stevens

Carl and Mary Strohmaier

Raynor and Catherine Sturgis

Jeff Sturm

Thomas Sturm

Diane M. Taillon

Elliot Taillon and Austin Pierce

Phillip and Alison Tatlow

Josephine Thiell

Lars Topelmann and Monique McClean

Hubert and Mary Tressler

Anna Trull

Julia and David Uihlein

Gary and Helene Vitse

Timothy Vivian

Richard and Susan Volkmann

Courtney Waack

Sean Walford and Michael Massek

Kathi Whiteside

Rachel Willems

Robert and Barbara Ziegler

IN-KINDCONTRIBUTIONS:

Al Johnson's Swedish Restaurant & Butik

Arbor Crowne Properties

Lawrence and Joan Balistreri

Richard and Karen Bierman

Thomas and Renee Boldt

Frederick and Debra Brightbill

Burnt Bluff Stone and Glass

Chef's Hat

Larry and Anne Crowe

Daughters & Co

Robert Davis III

Thomas and Anne Dukehart

Flora Flowershop

Jack Godshall and Kate Later

Paul Heim and Julie Watkins

William Hoag

Michael Hoesly and Nan Zimdars

Randy Isely

Paul Nelson

Pearl Wine Cottage

Piggly Wiggly Sister Bay

James and JoAnne Rankin

Suzanne Tasker Samson

Charles Spanbauer

The Fashionable

The Simple Solution

Trillium Herbal Company

Turtle Ridge Gallery

Twelve Eleven Wine & Provisions

Wilson's Restaurant and Ice Cream Parlor

THEHERITAGEFUNDDONORS-FY2023-2024

Ann Abbott

Charles Anderson

Lawrence and Joan Balistreri

Jon and Elizabeth Baranko

Anthony and Priscilla Beadell

Richard and Karen Bierman

George and Linda Carey

Cheryl Chase

Douglas and Mary Chomeau

Richard L. Christensen

Paul and Tammy Corson

James Crane and Bonnie Johnson

Marilyn Cushing

Robert Davis III

George and Beth Drost

Michael Elkow

Robert and Nancy Evanson

Fidelity Charitable

Kevin and Lisa Forsman

Glenn Charitable Fund, Mardi and Bill

Marjorie Glenn

Karen Gross

George and Judith Harmon

William Hoag

Hank and Diane Ipsen

Michael and Vickie Julka

Terry and Kathleen Kaebisch

Julie-Anne Kress and Susan Reinfeldt

Jill Lhost

Lodgings at Pioneer Lane

MMG Foundation, Inc.

Gary and Shireen Moore

Elinor Pearson

Carole Pyle-Weaver

James and JoAnne Rankin

Christopher and Janine Schmeltz

Walton and Letitia Shields

Cynthia Stiehl

Stephen and Jennifer Stompor

Carl and Mary Strohmaier

Suzanne L. Christensen Trust

The Water Street Inn

Julia and David Uihlein

Kevin and Catherine Walch

Sean Walford and Michael Massek

Mark and Sarah Woerfel

Although we do our best to ensure these lists are accurate, mistakes do happen. If we have inadvertently omitted your name, please contact us at (920) 854- 9688 so that we can immediately correct our records. Thank you!

2025 MEMBERSHIPS ARE NOW AVAILABLE!

STEP 1: TURN ON YOUR SMARTPHONE’S CAMERA

STEP 2: SCAN THIS QR CODE

STEP 3: CLICK THE LINK AND JOIN

OR VISIT OUR WEBSITE EPHRAIM.ORG/MEMBERSHIP

CHOOSE YOUR MEMBERSHIP LEVEL

Regular

$75 - $99

Sustaining*

$500 - $999

PAYMENT

Supporting $100 - $249

Founders’ Circle*

$1000 and up

Contributing $250 - $499

*Pleaseincludeartifact nameifyouwouldliketo participateintheAdoptan-Artifactprogram

DONATE

I’dliketomakeanadditional donationtotheEphraim FoundationHeritageFund intheamountof CARDNUMBER

Enclosedismycheckof$ payabletothe

Pleasechargemyfullgiftof$ tomy: Visa Mastercard Discover AMEX

EphraimHistoricalFoundation

I’dlikemymembershipto automaticallyrenewevery yearusingthiscard.

WANT TO MAKE IT EASIER TO RENEW YOUR MEMBERSHIP?

ADOPT-AN-ARTIFACT IN 2025

OPT-IN FOR AUTORENEWAL FOR MEMBERSHIPS ON YOUR APPLICATION THIS YEAR!

Individuals and families that join the Ephraim Historical Foundation as Sustaining Members or above (dues of $500 or more) are eligible to designate a portion of their membership dues toward archival and collections care through the Adopt-an-Artifact program

Adopting an artifact is a unique way to get involved with the museum’s collection and help provide the support needed to continue to collect and preserve Ephraim’s history

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.