HISTORIC PARIS-BOURBON COUNTY INC HOPEWELL MUSEUM General Information Contact Information Nonprofit Address HISTORIC PARIS-BOURBON COUNTY INC HOPEWELL MUSEUM 800 Pleasant St Paris, KY 40361 1734 Phone (859) 987-7274 Email Contact Name info@hopewellmuseum.org Leah W Craig Web and Social Media Website Facebook Twitter Website Facebook Twitter At A Glance IRS Ruling Year 1979 Other ways to donate, support, or volunteer Donors can contribute at this site, mail a check or donate over the phone using a credit card, Visa, Mastercard or Discover. Financial support keeps our organization running and our VOLUNTEERS make it possible for us to accomplish daily and long term goals. Volunteer Opportunities include docent jobs, show off your baking skills jobs, be patient with school groups jobs, lick, fold and stuff envelopes jobs, put up an exhibit jobs, special event planning jobs,.and the list continues. Call the office (859-987-7274) and let us know what you like to do!! 1
Statements & Search Criteria Statements Mission Statement TO PRESERVE AND FOSTER A KNOWLEDGE OF AND AN APPRECIATION FOR CULTURE, HISTORY, ART AND ARCHITECTURE, WITH SPECIAL EMPHASIS ON THE UNIQUE FEATURES OF BOURBON COUNTY AND THE SURROUNDING REGION. Background Statement On May 19, 1978, Historic Paris-Bourbon County signed its Articles of Incorporation. During the formative years of HPBC, members worked on the publication of Historic Architecture of Bourbon County, Kentucky, published in 1985 and a seminal record of early Bourbon County architecture. HPBC also promoted historic preservation education and advocacy through house tours, lectures, historical events and workshops. Following a gift from the City of Paris of a 1908 Post Office building, Hopewell Museum was founded in 1994 as a committee of Historic Paris-Bourbon County, Inc. Housed in this 1910 City of Paris Post Office a building that was added to the National Register of Historic Places in 1989, a lead grant from Save America's Treasures helped fund a $750,000 renovation project in 2003-2004. In 2007, the boards of HPBC and Hopewell Museum combined their operations to better serve the geographic region of Bourbon County and its neighboring Kentucky counties along with traveling visitors. Currently, the Museum features changing exhibits on the art and history of Bourbon County and Central Kentucky. Also in the museum, the Mary Spears Van Meter Learning Center features Long Ago in Bourbon County which offers activity spaces for children ages 5-11 to experience the small town life one hundred years ago. The community/education room provides a venue for the display of local work of elementary students. This room also serves as art workshop space for visiting school groups and workshop space for adult preservation and restoration workshops. In 2015, HPBC/Hopewell Museum welcomed 5,452 visitors who came to learn about the specific history of Bourbon County; the culture and art of Central Kentucky and the way to preserve and use the art and architecture of the past. Impact Statement Accomplishments for 2016: Welcomed 1,072 school students from Bourbon County, Paris Independent and St. Mary Schools to the museum for art and heritage workshops through transportation & scholarship funds provided by Paris Rotary Club. Supported Community Art in a partnership with Main Street and area businesses for 2 Paris ARTWALKs, and an exhibit with Stoner Creek Arts, a community artist organization. We partnered with Paris Main Street Program for an exhibit titled "Heart of a Town: Main Streets of Bourbon County." We also featured an art exhibit on Bobby Shiflet of Paris titled, "Bluegrass and Beyond: Bobby Shiflet's Photography." Partnered with Paris Main Street Program for a day-long workshop on historic preservation. Continued working on year four of a Five Year Strategic Plan with specific goals and objectives. Won a KY History Award from the Kentucky Historical Society for our 2015 exhibit, "Paris Schools, 150 Years of Academic Excellence." Raised over $125,000 toward a capital campaign to repair the terra cotta architectural elements of our building that were rapidly deteriorating. Top Goals for 2016 Extend outreach to city and county schools with both art workshops and transportation & scholarship funding. Provide adult educational opportunities with a new lecture series and a day-long conference on historic preservation in partnership with Paris-Bourbon County Chamber of Commerce. Continue community art emphasis partnering with Chamber's ARTWALK and mounting an exhibit with Stoner Creek Arts for a display of regional artists. Carry out fifth-year objectives as detailed in our 2013 Strategic Five Year Plan, and begin preparing for a 2018 Strategic Plan. Partner with the Paris-Bourbon County Library for community programs including Black History Month and the summer reading program. Achieve our goal to raise $150,000 for the Terra Cotta Restoration Capital Campaign. 2
Needs Statement HPBC/Hopewell Museum's five most pressing needs for 2017: 1. Continue the current funding base while educating new donors to our mission 2. Provide fresh and on-going programs for our members and community. 3. Complete objectives for Year 5 of 2013 Strategic Plan. 4. Maintain the level of commitment among our volunteers for both exhibit and special event support. 5. Raise $25,000 toward our Terra Cotta Restoration Campaign in order to achieve our $150,000 goal. CEO/Executive Director Statement In 2016, Historic Paris Bourbon County/Hopewell Museum continues a twenty-one year history as a physical museum space, telling the stories of a region through the visuals of art and the artifacts of history. We continue to partner with community groups such as the Paris-Bourbon County Chamber of Commerce and Tourism Board, the YMCA, and the Paris-Bourbon County Public Library. The reality of changing demographics and an aging volunteer base is offset by the willingness to welcome under-40's to the board and to include members in decision making. As a preservation organization, the constant need of local historical buildings for upkeep and adaptive reuse is reflected in the museum's own building maintenance plans. In educating both youth and adults, we continually seek new informational methods. HPBC/Hopewell Museum moves into the coming year with confidence and a desire to continue promoting the arts and weaving the past to the present and future. Board Chair Statement 2016 was a rewarding year in which we continued some old traditions and hopefully started some new ones! We developed a new program early in the year First Saturdays which brings arts and crafts to the children of the community. Our first exhibit of the year, Heart of a Town: Main Streets of Bourbon County, was a great success and brought back many memories. This was followed by Black History Month, when Dr. Karen Cotton McDaniel presented The Kentucky African American Encyclopedia. We received a generous donation from EnovaPremier which allowed us to sponsor a bus trip to the Freedom Museum for Paris 5th graders. We hope to make this an annual pilgrimage. We participated in the spring Paris Artwalk, held a re-dedication of the James Garrard grave site at Mt. Lebanon, and had a great Derby Party at McConnell s Auction Center with Caught Red Handed providing the entertainment. Our 2nd exhibit, Bluegrass and Beyond: Bobby Shiflet s Photography, provided an opportunity to display Bobby s fantastic works and allowed us to show our appreciation for what he does for HPBC and the community. We took a field trip to the Speed Museum in Louisville, had a Photography Camp, and hosted the annual Mary Spears Van Meter Dinner. Our 3rd exhibit of the year was the 15th annual Creative Harvest exhibit, partnering with Stoner Creek Arts to show off our local artistic talent. For the first time we had 3 entrants from our local high schools. We then held a walking tour of Paris Cemetery, the Annual Soup and Membership Supper and closed out the year with our Santa and Christmas events. We continue to attract visitors to our community. We had over 3000 visitors in 2016 including 1000 students. We extend a heartfelt thanks to those wonderful folks who have opened their historic homes, gardens, and facilities to us in the past. We so enjoy the fact that you have seen fit to renovate these wonderful buildings and then made the special effort to share them with the community!!! This past year, we had a spring open house at the Lyle House with Charles Bolton and Shirley Bolton. In the fall we helped Cary & Elizabeth Barr celebrate the 200th anniversary of Albemarle. Kentucky Historical Society was gracious in presenting HPBC an award for our 2015 exhibit Paris Schools: 150 Years of Academic Excellence. The award was accepted in the Old State Capital building in Frankfort on November 11th by Doris McFarland and Ken Bicknell. We look forward to seeing you at the museum! Service Categories Primary Organization Category Arts,Culture & Humanities / History Museums Secondary Organization Category 3
Arts,Culture & Humanities / Historical Societies & Historic Preservation Tertiary Organization Category Arts,Culture & Humanities / Art Museums Geographic Areas Served Areas Bourbon County Kentucky Historic Paris-Bourbon County/Hopewell Museum's geographic service area is Bourbon County and central Kentucky. In 1786 with the formation of the County, it encompassed what would one day be 32 Kentucky counties. So the history of Paris and Bourbon County is also the early history of the Commonwealth of Kentucky. Visitors come to Hopewell Museum to learn of this historic specifics of the county while also learning about the visual arts of the state. 4
Impact Impact Goals Goals: During 2013, HPBC/Hopewell Museum developed a five year Strategic Plan with a vision statement that sets forth our goal for intended impact and long term success. The vision statement reads: HPBC/Hopewell Museum will form partnerships to create, enhance and diversify its programs so as to build its membership and the financial capacity to continue being a leader in history, art and preservation. We currently address the need for education in art, history and preservation through exhibits and in-house and outreach education. We provide public school and afterschool art education and adult preservation education. To reach underserved community groups we partner with the Paris Bourbon County Library, the Paris Rotary Club, the Family Resource Centers and the Paris Bourbon County YMCA to offer opportunities for exploration. We extend free family admission to the museum and invite hands-on learning for all ages in our Long Ago In Bourbon County Learning Center. Our long term goals impact our community, provide a framework for development, and support our strategic plan vision statement. They are: Goal 1: Create, enhance and diversify programs/activities so as to build the membership and the recognition of HPBC/Hopewell Museum Goal 2: Continue to be a strong advocate for historic preservation in the county and the region Goal 3: Maintain the functional capability of current and future facilities as an example of historic preservation for the community and the region Goal 4: Strengthen the financial capacity of the organization to be sustainable over time Goal 5: Strengthen the Board structure and processes to more efficiently and effectively accomplish the mission and strategic goals of HPBC/Hopewell Museum Strategies Strategies Our strategies for making our long term goals a reality are rooted in our current activities and will strengthen as we plan for future success. Our strategic planning objectives have a time frame, list the resources needed, and the Board actions to accomplish these objectives. Goal 1: Create, enhance and diversify programs/activities so as to build the membership and the recognition of HPBC/Hopewell Museum This goal starts with our current programming that partners with the community in art education and historic preservation; provides member benefits and reciprocals to over 900 museums around the country; These tasks are accomplished with a core of volunteers that maintains a rotating calendar of art and history exhibits. It also challenges us to connect further with our community audiences for partnerships and outreach opportunities while taking advantage of a new HPBC/Hopewell Museum brand and marketing logo. It tasks the Board to use ad hoc and existing committee structures to set short term goals for accomplishment. This plan is currently being implemented through Board directives and committee formation. 5
Capabilities Capabilities The ability to carry out our long term goals depends on our capabilities for completing our strategic plan objectives. Our organization s strongest resource is our volunteer base. With 75+ volunteers who create events and exhibits, seek funding from individuals and businesses, provide education resources and financial support, our capabilities can stretch to meet both short and long term goals. Our core assets also include a full time staff person and members who are well-known experts in archaeology, literature, antiques and appraisals, renovation of historic structures, human resources, engineering and event planning. To meet future needs, these two goals from our strategic plan offer challenges for our volunteers: Goal 2: Continue to be a strong advocate for historic preservation in the county and the region Goal 3. Maintain the functional capability of current and future facilities as an example of historic preservation for the community and the region These goals call for additional effort in communicating with the community the importance of historic preservation as a component of cultural and heritage tourism. We will expand our current county recognition program and ask the city and county to join with us in focusing on the need for historic preservation. As a parallel example of historic preservation, our 1908 historic structure needs extensive preservation care. With an active volunteer Historic Preservation Committee, these goals become an ongoing directive for implementation. Indicators Indicators Our Strategic Plan includes concrete procedures for assessment. Each strategic goal includes a concise objective along with a time frame for Year 1, Year 2, or Year 3. It also lists the resources needed and the committee, ad hoc or permanent, that initiates the objective. The plan is easily accessible and will be updated annually by Board review to reflect the quantifiable goals and specific time frame that will lead toward our intended impact. 6
Progress Progress In 2017, we are beginning Year 4 of our Strategic Plan. These final goals of the plan will ensure our long-range success. Goal 4: Strengthen the financial capacity of the organization to be sustainable over time We have a very active Development Committee which has recently taken steps to strengthen our long-range endowment fund and continues to identify existing donors and funding sources. An objective for Goal 4 expands their role to include development of legacy materials in conjunction with nonprofit partners throughout the community. Other upcoming tasks include evaluating fundraising events and tightening our process for contacting potential donors. Goal 5: Strengthen the Board structure and processes to more efficiently and effectively accomplish the mission and strategic goals of HPBC/Hopewell Museum An organization s progress depends on the efficacy of the Board of Directors. The Board at HPBC/Hopewell Museum is made up of members who take their job and our HPBC/Hopewell Museum mission statement very seriously. One of the Board s objectives during our Strategic Planning process is to strengthen the work of the committees while using the talents and skills of specific board members to the fullest. Another component of board strengthening will be to review the bylaws and the strategic plan and revise as needed. Further tasks include a Board training program for new Board members that we implemented in 2016 and ongoing training for all board members. The Board looks at the final years with our Strategic Plan as an opportunity to strengthen current programs, expand new opportunities and reach out for long rang programming success. 7
Programs Programs Education Description Our programs fall under the broad theme of education. We are an art, history and preservation organization where community education is both the goal of our activities and the tool used to spread information. Our preservation education includes publications on Bourbon County architecture, equine history, a catalog of Central KY Bybee pottery and, most recently, a book on private cemeteries in Bourbon County. In the field of art and history education, we target area school systems, adults, and art organizations for workshops and exhibits. We measure success by numbers of visitors to the Museum and number of participants in programs. Our educators fill out written evaluation forms and provide suggestions for classroom topics. Community partnerships are a measure of our success, too, as we join with the library, art associations, Main Street and volunteers to enhance our programs. In 2015, we reached 5,452 visitors for our art and history programs; 1,550 were school students. Budget 25000 Category Population Served Arts, Culture & Humanities, General/Other General Arts Education Children Only (5-14 years), Other Health/Disability, Program Comments CEO Comments The Board, volunteers and staff at HPBC/Hopewell Museum consistently look at the challenges of a nonprofit organization as an opportunity for both our membership and our community. The farmers of Bourbon County state that the only thing certain about the weather is, that if you wait 15 minutes, it will change. As a nonprofit, this same quick change demands new methods of dealing with the issues of historic preservation; art/history education; and for finding the funding that turns organizational plans into reality. As a small organization, the ability to provide flexible programming is a positive in meeting the needs of the community. Although major exhibits, programs and events are planned three years in advance, we can still quickly add requested programs in partnership with the local library or civic group. We can work with the city and county to draft preservation ordinances in the face of population pressure. We can readily adjust our student educational offerings to meet the needs of Kentucky s changing educational core content. The Board of Directors of HPBC/Hopewell Museum Board are unique in their dedication to and involvement in the organization. These Directors actually do assume a corporate responsibility for organizational funding. Challenging as it is to find ongoing supporters, the Directors have used a successful mixture of personal contact, planned asks and generous personal donations to meet the expanding needs of programming and facility upkeep. 8
Leadership & Staff CEO/Executive Director Executive Director Leah W. Craig Term Start June 2015 Email hopewellmuseum@yahoo.com Experience Leah W. Craig is an honors graduate of Western Kentucky University with a masters degree from Auburn University. She has several years of experience with a variety of public service providers, including a department of defense grant, work with utility assistance programs, and disaster response teams. She has served as an interpreter at state parks and worked with the Department of Natural Resources in Frankfort. She also served as a museum educator at the Oklahoma History Center. Staff Full Time Staff 1 Part Time Staff 0 Volunteers 80 Contractors 0 Retention Rate 100% Management Reports to Board? Staff Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 1 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Staff Demographics - Gender Male 0 Female 1 Unspecified 0 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency Annually N/A N/A 9
NonManagement Formal Evaluation Non Management Formal Evaluation Frequency N/A N/A State Information 10
Plans & Collaborations Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Years Strategic Plan Considers 5 Date Strategic Plan Adopted Oct 2013 Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Awards Awards Award/Recognition Organization Year Award of Merit for Publication of State & Local History "God's Acres: Private Graveyards in Bourbon County, KY edited by Roseberry and Barde Historic Preservation Recognition Award Outstanding Leadership in Education Award in Publications for "Architectural Walking Tour Brochure: Paris, KY" Award in Education for "Paris Schools: 150 Years of Academic Excellence" Exhibit Kentucky Historical Society 2010 Daughters of the American Revolution Paris-Bourbon County Chamber of Commerce 2011 2011 Kentucky Historical Society 2015 Kentucky Historical Society 2016 Government Licenses Is your organization licensed by the Government? No 11
Board & Governance Board Chair Board Chair Gaylord Van Guilder Company Affiliation CMWA Term Jan 2016 to Dec 2017 Email gvanguilder@cmwa.com Board Members Name Affiliation Status Lindrell Blackwell Department of Juvenile Justice Voting R.L. Brunner Retired, City Manager of Paris, KY Voting Ron Carter Carter & Witt Voting Kathleen Carter Retired Educator Voting Allison Cox Community Volunteer Voting Sharon Fields Paris Bourbon County Public Library Voting Jim Hodsdon Retired Voting Clotine Kissick retired licensed clinical social worker Voting Gordon Krist retired engineer Voting Jennifer Mattox Carnegie Center for Literacy & Learning Voting Doris McFarland Retired Educator Voting Megan Shaw Historic Preservation & Design consultant Voting Rachael Short Community Volunteer Voting Catesby Simpson Farmer, Community Volunteer Voting Gaylord Van Guilder CMWA Voting Board Demographics - Ethnicity African American/Black 2 Asian American/Pacific Islander 0 Caucasian 13 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 6 Female 9 Unspecified 0 12
Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 100% Number of Full Board Meetings Annually 4 Standing Committees Membership Advisory Board / Advisory Council Nominating Volunteer Executive Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Collections Program / Program Planning Additional Board Members and Affiliations Name Mary Louis Evans Betsy Kephart Gordon Krist Betsy Kuster Sannie Overly Ed Thomas Ernie Trosper Dr. Woodford Van Meter Affiliation Community Volunteer University of Kentucky College of Agriculture Retired Engineer Community Volunteer Kentucky State Representative Retired Engineer Retired School Superintendent Doctor of Ophthalmology 13
Financials Fiscal Year Fiscal Year Start Jan 01, 2017 Fiscal Year End Dec 31, 2017 Projected Revenue $122,950.00 Projected Expenses $119,200.00 Endowment Value $174,491.00 Spending Policy N/A Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year 2015 2014 2013 Total Revenue $209,460 $200,109 $122,823 Total Expenses $165,621 $140,550 $124,124 Revenue Sources Fiscal Year 2015 2014 2013 Foundation and Corporation -- -- -- Contributions Government Contributions $6,500 $13,500 $15,000 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $6,500 $13,500 $15,000 Individual Contributions $154,752 $125,527 $51,885 Indirect Public Support -- -- -- Earned Revenue $34,187 $44,976 $41,667 Investment Income, Net of Losses $3,842 $4,159 $3,385 Membership Dues $7,875 $8,190 $8,715 Special Events -- -- -- Revenue In-Kind -- -- -- Other $2,304 $3,757 $2,172 14
Expense Allocation Fiscal Year 2015 2014 2013 Program Expense $138,160 $126,594 $112,930 Administration Expense $24,312 $13,956 $11,194 Fundraising Expense $3,149 -- -- Payments to Affiliates -- -- -- Total Revenue/Total Expenses 1.26 1.42 0.99 Program Expense/Total Expenses 83% 90% 91% Fundraising Expense/Contributed Revenue 2% 0% 0% Assets and Liabilities Fiscal Year 2015 2014 2013 Total Assets $873,936 $830,567 $771,008 Current Assets $304,385 $247,591 $171,319 Long-Term Liabilities -- -- -- Current Liabilities $1,542 -- -- Total Net Assets $872,394 -- $771,008 Short Term Solvency Fiscal Year 2015 2014 2013 Current Ratio: Current Assets/Current Liabilities 197.40 -- -- Long Term Solvency Fiscal Year 2015 2014 2013 Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year 2015 2014 2013 Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? Campaign Purpose The Terra Cotta Restoration Campaign will repair and restore the terra cotta elements of our historic 1908 US Post Office building including the columns, balustrades, and cornice. Goal $150,000.00 Dates Jan 2016 to Jan 2018 Amount Raised To Date 125000 as of Jan 2016 Capital Campaign Anticipated in Next 5 Years? No State Registration State Registration Comments CEO Comments 15
HPBC/Hopewell Museum is currently supported by the community that it serves, both publicly and privately. City and county governing bodies, area corporations, small businesses, civic organizations, private donors and foundations, members and friends provide the funding for heritage education in public and private settings for both youth and adults. Supporters of historic preservation, members interested in decorative arts and quality exhibits as well as organizations providing a museum experience for school students merge their interests to underwrite our budgeting needs. 16
Documents Form 990s Form 990 2015 Form 990 990 2013 HPBC Hopewell Museum 2013 990 Historic Paris 990's without schedule B 990 990 2009 990 2008 990 2007 990 Audit Documents Audit Created 11.28.2017. Copyright 2017 Blue Grass Community Foundation 17