Osceola County Historical Society Inc.

Transcription

1 Osceola County Historical Society Inc. Summary Contact Information nprofit Osceola County Historical Society Inc. Address P.O. Box Kissimmee, FL Phone (407) Web Site osceolahistory.org At a Glance IRS Ruling Year 1990 Organization's type of tax exempt status Name of supporting organization Public Supported Charity Osceola County Historical Society 1

2 Statements Statements Mission The Osceola County Historical Society collects and preserves the county s history, and provides educational, research, and recreational opportunities to foster an understanding of the area s cultural and natural heritage for residents and visitors. Impact Accomplishments: 1. The annual Pioneer Day celebration was held in vember 2018 with all of the enthusiasm, energy, and positive responses of previous years. A steady increase in the number of visitors from year to year, is indicative of the success of this event over time with many guests coming back again and again. Enhanced survey tools, expanded advertising and the simple request for donations to this "free" event, helped to ensure that the audience's perceived value was positive. 2. A continuing effort to reach out to the Hispanic community in Osceola County was evidenced through all special exhibit marketing materials and signage being presented in Spanish and English. 3. OCHS has established a new, regional partner with the addition of the Soldier City (St. Cloud) Chapter of the main organization. 4. As mentioned, a major staff change in 2018, with the hiring of a new Executive Director after 10 years, has resulted in a number of subsequent changes in During the second half of 2018 and into FY 2019, major efforts to operate economically and with an eye to the bottom line have resulted in a much improved financial picture and thus a "cleaner" and clearer presentation of programs. Needs The organization's needs include: 1. Support for digitizing its unique archives including documents, photographs and ephemera representing over 100 years of Osceola County history. Digital printer and/or digitizing cost: $12, A digital tour experience for Pioneer Village that allows visitors to gather information from their phones with video enhancements and narratives. Cost: $ Upgraded security for the Pioneer Village at Shingle Creek to protect it from vandalism. Current sensors are not effective and an upgraded system is needed. Cost: $10,0005. Volunteers to assist with programming and operations at the Pioneer Village at Shingle Creek, the Osceola County Welcome Center and History Museum, and the Spence Pavilion and Research Center. Volunteer needs include tour guides, gardeners, maintenance persons, living history re-enactors, archive organizers, and individuals who can help with data entry. 2

3 Background The Osceola County Historical Society (OCHS) began when Charles and Twylah Hartley of St. Cloud and Alma Hetherington of Kissimmee chartered the organization October 29, Beginning in the 1960 s, the Historical Society displayed artifacts and other historical items in a wing of the Osceola Center for the Arts building. Two donations made in 1987 grew the organization. Ross & Willa Lanier donated their historic 1889 family home (known as the Lanier Cracker House ) and Carl & Ruth Yates Spence donated four acres of land including their family home by Shingle Creek in Kissimmee. OCHS moved the Lanier Cracker House to the donated property and called it the Osceola County Pioneer Enrichment Center. The opening of this Center helped mark the 1987 Centennial Celebration for Osceola County. Three years later, OCHS moved its growing collection of objects, artifacts, photographs, and archival materials related to Osceola County history from the Osceola Center for the Arts to the Osceola County Pioneer Enrichment Center. An Inter-Local agreement between the Historical Society, Osceola County, the City of Kissimmee, the City of St. Cloud, and the Osceola County School Board in 2006 funded hiring the first OCHS full-time employee, an Executive Director. As more historic structures were donated to the Pioneer Enrichment Center, the dream of the OCHS Board of Directors to display 1800s pioneer life in Osceola County through a village layout led to its new name: Pioneer Village. In 2010, the Pioneer Village was moved a few miles north to the county s new Shingle Creek Regional Park. Partnering with the County, OCHS opened the Osceola County Welcome Center, an interactive History Museum in Kissimmee, just over a mile from the Pioneer Village along a hiking/biking trail beside scenic Shingle Creek.Two years later, in 2014, the Pioneer Village at Shingle Creek Regional Park opened on 10 acres leased from the county for 50 years. OCHS relocated its four historical structures from the existing Pioneer Village at Bass Road to the new Shingle Creek park location. These included the Tyson House, the 1892 home of a farming family; the Lanier Cracker House; the 1890 Cadman Citrus Packing House & the Cadman family Boy s Room. Four historical structures from throughout the county were moved as well; a caretaker house & barn from Henry O. Partin s ranch in Kissimmee & the kitchen & main house from the Cadman s property in Narcoossee. In 2016, through a state grant, a screened pavilion and four replica structures were constructed at the Village: an 1800s Church, Schoolhouse, Train Depot, and Sawmill. A replica of an 1800's General Store was added in 2017.Today over 17,000 people a year learn about the rich history of Osceola County by visiting the Osceola County Welcome Center & History Museum & the Pioneer Village at Shingle Creek. OCHS attractions are the setting for a wide range of activities including private parties, weddings and events, business & team-building meetings, living history demonstrations, exhibits, educational programs and field trips. Additionally, the OCHS curator oversees research using the collection of artifacts, historical documents, & archives located in a climate-controlled facility at the Spence Pavilion and Research Center, formerly known as the Pioneer Enrichment Center. CEO/Executive Director Statement The Osceola County Historical Society (OCHS) is an ever-evolving organization led by an enthusiastic team of Board Members, Staff, and Volunteers. In the past year, a number of changes have occurred with result being a fresh perspective on the existing mission. With a new staff and leadership in place, efforts to preserve the unique history of Osceola County and to share that history in many diverse and engaging ways with the residents and visitors of our county is functioning more efficiently and enthusiastically. We are continuing to take great pride in the organization's accomplishments and look forward to the making history, in the future! Board Chair Statement The Osceola County Historical Society is rebranding as Osceola History for our 70th anniversary in We believe that this name change will more easily identify the organization's mission to the public. Our Board of Directors is made up of community members who hold or have held many high-profile positions within our community and believe in preserving our history for future generations. Exemplifying that belief is the Board s desire to consistently add to our historic holdings through our archives and our structure inventory at our Pioneer Village at Shingle Creek. We believe that visiting our historical sites helps the visitor understand our past and present. Areas of Service Geographic Areas Served 3

4 Areas FL - Osceola FL - Brevard FL - Lake FL - Orange FL - Polk FL - Seminole FL - Volusia We serve Osceola County's 350,000 + residents of all ages. With four separate properties across the county, OCHS provides unique opportunities for residents of the towns of Kissimmee, St. Cloud, & Celebration to experience the county's rich history & enjoy its cultural and natural heritage. Due to its close proximity to theme parks & attractions, the pioneer village & museum activities attract tourists from around the world to OCHS each year. Service Categories Primary Organization Type Arts,Culture & Humanities Secondary Organization Type Arts,Culture & Humanities Tertiary Organization Type Arts,Culture & Humanities 4

5 Impact Goals As identified in the organization's strategic plan, the Society has the following goals: 1. Promote and increase awareness to a diverse audience enabling learning and experiencing Osceola County's history. 2. Be THE history resource of Osceola County. 3. Achieve sustainable financial health to meet long term capital and operating expenses. 4. Strengthen development of board, staff and volunteers to ensure OCHS goals are achieved. 5. Reflect our County's changing demographics in membership, volunteers, and audience. Strategies Each of the goals listed in the previous section is accompanied by a number of strategies. These strategies repeat and overlap with the primary focuses being on: A. Encouraging and responding to diverse audiences. B. Managing the finances to ensure sustainability with effective programming. C. Focusing on community interactions to recruit volunteers, engage youth and attract new visitors to the museum. D. Ensure that the museum's collections, artifacts and exhibits are the key attraction to the sites. E. Manage all functions in a manner of efficiency, accountability, and respectfulness. Capabilities The Osceola County Historical Society was founded by volunteers in 1949 and has a long history of fruitful, experiential growth. From a simple, residential property, the organization has grown to three locations, more than 15 buildings, a full time staff, and an active volunteer Board of Directors. In 2018, changes in the leadership of the organization and the focus of the Board has resulted in operations that make maximum usage of the funding available to the organization through the support of the City of Kissimmee, Osceola County, Experience Kissimmee, etc. Indicators Our new strategic plan was approved by our Board of Directors in 2018.A new experienced Executive Director was hired October 1, Progress Progress will be based upon benchmarks set in the strategic plan approved by the Board of Directors in

6 Programs Programs Traveling Trunks Description Class Code This educational program is designed to promote the area's history by bringing the history to the children. This opportunity is provided to Osceola County teachers who are able to borrow the "trunk" filled with artifacts, books, and other teaching aids to complement the teacher's lesson plans on the subject. The trunks are provided at no cost to the area teachers. This is a great resource to enable teachers to have history become alive, as some schools and classes are not always able to participate in the field trip program to visit the grounds themselves. We currently offer three trunks: Florida Cowman trunk, Seminole Indian Trunk, and Early Learning Historical Trunk. Arts, Culture & Humanities, General/Other Class Sub Code Population Served Children Only (5-14 years) Budget $2, Long Term Success Short Term Success Program Success Monitored By Program coordinator/executive Director. Examples of Program Success 6

7 Art in the Archives Description The Art in the Archives programs are designed to combine art and history to create an immersive program for adults or children. The organization's first Art in the Archives programs were in conjunction with a Florida Highwaymen Paintings exhibit, and field trip groups who chose this special Art in the Archives option were able to create their own artworks in the Florida Highwaymen style. Seeing success with this initial program, the organization decided to offer this program with each of its temporary exhibitions, and added special after-hours programming for adults to visit the museum to view these temporary exhibitions and create their own works of art following the instruction of an expert artist. The organization hosts Art in the Archives adult programming 3x per year, and will continue to offer the activities associated with these programs as an option for field trip groups. Class Code Class Sub Code Population Served Budget $1, Long Term Success Short Term Success Program Success Monitored By Examples of Program Success 7

8 Field Trip Program Description Class Code The Osceola County Historical Society offers three incredibly affordable field trip options. 1. Living History Pioneer Village & History Museum Tour: Tour multiple structures from the late 1800 s, including a cracker house, a blacksmith shop, a citrus packing house, Seminole Indian Village, cow camp and more! Each building is packed with artifacts to showcase the lifestyle of early Florida natives and pioneers.2. Pioneer Village Self Guided Tour - Take a self-guided tour through the Pioneer Village, which is home to multiple structures from the late 1800 s, including a cracker house, a blacksmith shop, a citrus packing house, Seminole Indian Village, cow camp and more!-- or -- Welcome Center and History Museum Self Guided Tour - This new museum takes students through time to see how Native Americans, early settlers, and our famous cowboys helped shape this county s rich past. Children can learn even more with hands-on displays and an interactive scavenger hunt.3. Art in the Archives Temporary Exhibit Tour and Art Project - This tour takes students through the Welcome Center and History Museum, with a private tour of the Temporary Exhibit room. Students with then participate in a hands-on art activity that connects to the history displayed in the Temporary Exhibit. Arts, Culture & Humanities, General/Other Class Sub Code Population Served Budget $ Long Term Success Short Term Success Program Success Monitored By Examples of Program Success 8

9 Governance Board Chair Board Chair President Pete Edwards Company Affiliation Retired Term Oct 2018 to Sept 2019 Board Members Name Affiliation Status Director Russell Anderson Community Volunteer Voting Director Anza Bast Volunteer Voting Director Ricky Booth School Board member Voting Director Ralph Boots Community Volunteer Voting Treasurer Mary Cooper Goodwin Realty Voting Director JoAnn Cumbie Goodwin Realty Voting President Elect Pete Edwards Community Volunteer Voting President Donna Hart Retired Voting Director Misty Johantgen Experience Kissimmee Voting Director Jeremy Lanier Business owner Voting Director Todd Larkin Community Volunteer Voting Narcoossee Chapter Pres Lisa Lui Community Volunteer Director Bert Ruiz School District of Osceola County (teacher) Voting Voting Director Jim Swan Community Volunteer Voting Director Mary Thiele Community Volunteer Voting Director Bruce Van Meter Community Volunteer Voting Director Angie White Retired Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 16 Hispanic/Latino 1 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 9 Female 9 t Specified 0 9

10 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance 62% Number of Full Board Meetings Annually 12 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 75% Risk Management Provisions Automobile Insurance General Property Coverage Standing Committees Collections Finance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Marketing minating 10

11 Management CEO/Executive Director Executive Director Kimberly Murray Term Start Oct Experience Kimberly Murray brings more than 20 years experience in the non-profit sector to her new role as Executive Director of the Osceola County Historical Society (OCHS). She has a Master of Science Degree in Human Services Management. Her non-profit career began in 1997 with the Brain Injury Association of Florida. Since then, she has been involved with the arts, culture, and humanities non-profit sector through her work with VSA Ohio, a statewide organization promoting the arts for persons with disabilities, AHA! A Hands-on Adventure, a children s museum, and Art & Clay on Main, an art studio for persons with and without disabilities. Most recently, Kimberly was the Executive Director of a unique, city-wide Home Owners Association in rth Oaks, Minnesota for 3 years. Kimberly is eager to use her extensive knowledge and skills in strong governance and efficiency to continue growing the Osceola County Historical Society. Former CEOs Name Term Donnita Dampier May July 2018 Staff Full Time Staff 7 Part Time Staff 5 Volunteers 75 Contractors 0 Retention Rate 0% State Information State Charitable Solicitations Permit? Yes Aug 2017 State Registration Yes Feb 2018 Management Comments CEO/Executive Director/Board Comments The Osceola County Historical Society (OCHS) is an ever-evolving organization led by an enthusiastic team of Board Members, Staff, and Volunteers. Our mission is to preserve the unique history of Osceola County and to share that history in many diverse and engaging ways with the residents and visitors of our county. OCHS is the only organization whose sole mission is to preserve and protect our county s past and our team takes that responsibility to heart. We take great pride in the organization's accomplishments and look forward to the challenges ahead. 11

12 Plans & Policies Plans and Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Yes Yes Years Strategic Plan Considers 5 Date Strategic Plan Adopted May 2018 Management Succession Plan? Organization Policy and Procedures ndiscrimination Policy Directors and Officers Insurance Policy Yes Management Information Whistleblower Policy Document Destruction Policy Management Reports To Board CEO/Executive Director Formal Evaluation CEO/Executive Director Formal Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency Yes Yes Annually Yes Annually Collaborations OCHS currently collaborates with Osceola County Government, City of Kissimmee, UF Extension Services, Osceola County Drug Court Program, Transition House, Kissimmee/Osceola Chamber of Commerce, Experience Kissimmee, Visit Orlando, Visit Florida, Wild Florida and Paddling Center at Shingle Creek, Boggy Creek Airboat Rides, Gatorland, Osceola Arts. Awards Award/Recognition Organization Year Exhibit Competition Award South Eastern Museum Conference 2013 Best nprofit Award St. Cloud Chamber of Commerce 2018 Outstanding Volunteer Award Florida Association of Museums

13 Financials Fiscal year Fiscal Year Start Oct 01, 2018 Fiscal Year End Sept 30, 2019 Projected Revenue $1,093, Projected Expenses $1,093, Endowment Value $0.00 Spending Policy N/A Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $875,396 $646,204 $585,508 Total Expenses $922,206 $764,749 $545,960 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $735,699 $514,172 $292,144 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $735,699 $514,172 $292,144 Individual Contributions $82,829 $131,821 $285,680 Indirect Public Support $0 $0 $0 Earned Revenue $49,976 $0 $0 Investment Income, Net of Losses $223 $211 $232 Membership Dues $0 $0 $7,452 Special Events $6,669 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 13

14 Expense Allocation Fiscal Year Program Expense $746,428 $600,108 $382,568 Administration Expense $94,650 $164,641 $163,392 Fundraising Expense $81,128 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 81% 78% 70% Fundraising Expense/Contributed Revenue 10% 0% 0% Assets and Liabilities Fiscal Year Total Assets $413,784 $627,256 $548,058 Current Assets $186,572 $434,448 $330,019 Long-Term Liabilities $0 $489 $0 Current Liabilities $31,080 $197,254 $0 Total Net Assets $382,704 $429,513 $548,058 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Government $735,699 Government unspecified $51,472 Government $292,144 Second Highest Funding Source & Dollar Foundations, Individuals $131,821 Foundations, Amount Corporations and Individuals $82,829 Corporations and Individuals $285,680 Third Highest Funding Source & Dollar Amount Earned Revenue $49,976 Investment $211 Membership $7,452 Capital Campaign Currently in a Capital Campaign? Campaign Purpose Anticipated In 3 Years OCHS will launch a capital campaign to complete Phase 3 of its Expansion Plan, which will include completion of the Pioneer Village at Shingle Creek. Goal 0 Capital Campaign Anticipated in Next 5 Years? Yes Comments Foundation Comments Financial figures taken from IRS form 990 or 990EZ. 990 and audit reconcile. Contributions from foundations and corporations (and government for 2010) are included in total for individuals, as they were not separated in the 990 or audit. 14

15 Disaster Plans Disaster Plans Organization is a member of Voluntary Organizations Active in Disaster (VOAD)? Created Copyright 2019 Central Florida Foundation 15