2013 Board of Directors Mike Nelson, President Greg Matthews, Past President Nate Allie, Vice President Jared Maloney, Treasurer Lue Ponich, Secretary Alan Anseth Diane Cross Luci Cross Joni Harman Mike Matthew Shari Nault Don Olsen Brent Sumner Liz Varela Gayle West Representatives Kendra Bruget.............................................................. Collections Jim Foley............... Billings Preservation Society Endowment Trust Stacey Jacobs ....................... Moss Grounds & Master Gardeners Lora Mattox............................................................ City of Billings Jennifer Mercer................................................Billings Depot, Inc. Lue Ponich..................................... Mattie’s at the Moss Gift Shop Staff Jenna Richter................................................... Executive Director Cal Beauregard..................................................Facilities Manager Kelsey Palmer........................................................ Event Manager Jennifer Teichert................................................ Event Coordinator Sue Robinson............................................ Volunteer Coordinator Kim Bar.......................................................................Accountant Michaela Shifley.................. Rocky Mountain College Work Study Mitch Lagge......................... Rocky Mountain College Work Study President’s Letter I am happy to report that the state of the Billings Preservation Society is sound! We just finished what the board labelled as “one last hard year”, putting in place systems that will ensure the financial well-being of the Society and the Moss Mansion. We expect the coming year to be a continuation of these efforts, along with the beginnings of a concerted donor development effort. Assertive financial goals and a great business plan awaits us in the coming year. Due to the hard work of the Moss staff, our many volunteers, and because of the dedication and forward thinking of our directors, we feel more confident and enthusiastic about our future as ever! I am pleased to report that our board has adopted plans and budgets that will continue the push of the past few years. We’ll further ensure the financial stability of the Billings Preservation Society, preserve the physical structure of the mansion, and move to encourage a larger more youthful presence in our members on our board. We think we’re going to do that by making preservation “cool”. The Moss Mansion symbolizes the place and ideals from which we came. Throughout the past 110 years of change, the Moss has remained in a great part as it was when the doors opened in July of 1903. The Moss family helped to pave the way for Billings to become the vibrant and growing city that it is today. Through the safeguarding of the Moss Mansion, and by attracting people to the events on the grounds, preservation of the symbols of our past will become more common, more important and hopefully much cooler! Mike Nelson President 2013 Memberships Endowment Royal Johnson Founders Alan and Suzanne Bressler Pat Morledge Benefactor Joy and Gene Culver Ralph and Tancy Spence Larry and Shelley Van Atta Patron Shirley Fisher Steve and Bronwyn Hammond Al and Connye Hartman Randy and Debbie Reger Joseph S. Sample Tom and Ruth Towe Brock and Kathy Whittenberger Ronald and Amy Yates Seniors Linda Buckingham Dorothy McLaughlin Elizabeth Melius Patti Miller Shari Nault Arlene Priest Manya L. White Preservationist Family Dr. Hewes and Susan Agnew Nate and Janna Allie Alan D. and Sandi Anseth Bill and Nancy Boyer Rockwood Brown Don and Marilyn Castleman Richard John Cicero Dr. Patrick and Mrs. Carla Cobb Ted and Diane Cross Don and Marilyn Floberg Cindy Walter and Jim Foley Angus and Marjorie Fulton Jim and Peggy Good DarLyn Harris Rita Heizer David and Judy Johnson Dave and Elaine Kinnard Lawrence and Karen Klee Ken and Barb Kosovich Sharon Lincoln Kay Foster and Mike Mathew Greg and Missie Matthews Rod and Vicki Michael Eileen Orser Ossie Abrams and David Orser Jon and Kathy Pierce Emil and Lue Ponich Rinnie Ruiz Steve and Kathie Shandera Stephen Haraden and Linda Shelhamer Emma Jean Stevenson Jack and DeeDee Thomas Jim and Linda Thompson Bob and Gail Waller Jock and Gayle West Donald and Judy Allen Bill and Jean Bradford Tom and Carol Bradford Roy and Kim Brown Steve and Lucinda Butler Jim and Josie Chalmers William and Vickie Coffee John and Shirley Collins Shane and Gina Colton Jim and Virginia Court Frank and Kathy Cross Bill and Colette Davies Bob and Shari Dayton Walter and Carol Degnan Ida Degraffenreid Dennis and Jennifer Deppmeier James and Cynthia Finch Harry and Mary Gottwals Phillip and Barbara Griffin Steve and Joni Harman Bob and Linda Harris Ray and Agnes Havig Randy and Stacey Jacobs Dan and Susan Jurovich Gaye Kaiser Dr. David and Mrs. Marilyn Klein Bob McClure and Pam Lowe Larry and Joyce Mayer Donald and Robyn McCabe Patty Nelson Judy Povilaitis and Mike Nelson John and Vida Polling Jack and Patricia Rehberg Joe and Judy Rich Franklin and Peggy Robbie Sig and Bev Ross 2013 Memberships Dennis and Deanna Rudolph Curt and Sue Schelle Mike and Chris Schmechel Rebecca W. Shepard Bob and Sandy Short Richard Sims Mark and Teri Smith Paul Matt and Penny Strong Jim and Joyce Tollefson Chuck and Joan Tooley Patti S. Townsend Richard and Patricia Vettell-Becker Jim and Kerry Vincent Ed and Pat West Paul and Betty Whiting Tom and Peg Wickliffe Bryan and Mamie Wilson John and Cynthia Woods Frank and Dodie Zweifel Individual Greg and Thora Aldrich Alsa Photography Kim Bar Tamara Bauer Kathy Boston Kendra K. Bruget Marion Cain Kris Carpenter Joe Chenoweth Judy Cigler Levi Cook Debra Court Luci Cross Julie Dial Sherri Eastman Ann Evans Karen Ferguson John and Pat Foote Donna M. Forbes Martha Godwin Virginia Green Donna Groepler Marilyn Haddenhorst Randy Hafer Ann Hafer Betty Hanstrom Pete and Dottie Hilger Cathy Holloway Jan Jahr Kathleen S. Jelle Adonna Kimmel Susan King L.M. Minich and Denise King Ethel Kniss Mary Ann Kostkas Anne Lambrecht Wendy Lane Marilynn Laughery Bartie Lebsock Andrea H. Long Susan Lovely Paulette Mallow Lowene McNeese Joan Michael Sheri Moffet Diane Noddings June Pierce Jane Reger Harriet Sallee Mike and Barbara Sample Sarah Schweitzer Kimberly Shelton Nancy Shepard Mrs. Dean G. Shultis Cindy Lou Smith Don and Susan Sommerfield Nelta Taylor Linda Traver Gretchen Wagner Phoebe Knapp Warren Virginia Wicks Betty A. Wolff Chuck and Julie Wyman Sandra T. Wyman Pat Young Richard Zimmerman Volunteer Sharon Adler Andrea Ayers Dorothy Cloepfil Ruth B. Drummond Geri Dunbar Dorothy Anne Gray Lea Koerner Ted and Diane Kylander Brian Longenecker Joyce Platzkow Dorothy Podoll Doug and Paula Poehls John and Laura Ross Katherine Snapp Janice Soft Enid Stube Fern Vonderheide Special Events Heritage Home Tour Chair: Shari Nault The 2013 Heritage Home Tour featured fve incredible homes located on Highland Park Drive, Poly Drive, Virginia Lane, and North 32nd Street. A little rain never hurt anybody and it certainly didn’t stop us from having a phenomenal turnout. Many thanks are due to the sponsors and volunteers who helped us raise $15,272. Presenting Sponsor - Kibler & Kirch Restoration Sponsors - Fisher Construction, Inc. Moulton Bellingham Sponsors - Billings Nursery & Landscaping Bruco Gainan’s Northern Hotel Payne Financial Group The Fieldhouse West Law Firm Downton Abbey Event SpringFest Chair: Stacey Jacobs Committee Leaders: Pam Nelson Nancy Smith Lowene McNeese Nelta Taylor Leister Neeley Donna Groepler Kathy James Nancy Rigg Susan Schwidde Nicki Maier Debbie Court Cherie Caverly Deb Mattern Heather Kaiser Sherry Moore Vicki Michael Val Hinkle Virginia Wicks Bronwyn Hammond Rita Solem Janet Stevenson Lue Ponich Jared Maloney Brent Sumner Lennis Ryan Ashley Harada Amanda Lambott Kyle Neary Joan McNally Spring Fest is held on the Moss grounds the first Saturday of every June and is the perfect way to welcome warmer weather and kick off the summer fun. A juried event, Spring Fest features artists from Montana and Wyoming displaying creative high-quality arts and crafts. It’s a day full of live music, children’s activities, artist demonstrations, entertainment and food. This year we had over 4,000 visitors attending and we raised $20,963. This event would not be possible without the volunteers who manage each booth and an army of helpers to set everything up. We are incredibly grateful for their hard work and enthusiasm which helps make SpringFest a success year after year. Special Events Party for Preservation Chairs: Jim Foley and Mike Nelson Committee Leaders: Duncan Peete, Lue Ponich, Jenna Richter The Party for Preservation is a joint fundraiser between the Billings Preservation Society Board and Billings Preservation Society Endowment Trust and is held on the Moss grounds in early September. This year, guests were treated to live music from Ed, Pete, and Dennis and enjoyed food prepared by Thomas Nelson Catering. Drinks and laughs were served with every meal as our 2013 celebrity waiters competed for tips. This year’s winner was none other than Livin’ Large Larry. The 2nd annual Party for Preservation was a huge success and generated $71,739. This is going to be a tradition that gets bigger and better each year. We would like to give a special thanks to our celebrity waiters. Their bold and exciting performances greatly enhanced the evening and culminated in a huge fundraising success. We couldn’t have done it without them! Celebrity Waiters: Rick Burt...............................NorthWestern Energy Luci Cross.................... A-Line Drafting and Design Colin Dow........................... St. Vincent Healthcare Jeff Ewalt...........................................Zoo Montana Spencer Frederick...........................Stockman Bank Mayor Tom Hanel Lane Huffman.........................Langlas & Associates Bill Kennedy........................ County Commissioner Diane Kylander................................... Comedienne and Billings Studio Theatre Ben Ripley....... MT Restaurant & Retail Association Mark Lanctot................................................. Sysco Ben Ripley....... MT Restaurant & Retail Association Shawn Samuelson............. Mountain West Benefits Corby Skinner................................... Writer’s Voice Chef Eric Stenberg.......................... Northern Hotel Jim Walker....................................Western Security Keri Wilson............ Billings Chamber of Commerce “Livin’ Large” Larry Wilson.............. Newstalk 95.5 Sharon Weatherwax-Ripley.................. Easter Seals Party for Preservation Sponsors & Supporters: First Interstate Bank Foley Group Gallery Interiors Montague’s Jewelry Northern Hotel NorthWestern Energy O2 Architects Payne West Insurance Sysco Special Events Check Presentation from Clark Marten Photography Library Summer Reading Program 2013 Halloween Season Chair: Nate Allie Twilight Tour “Set Designer” and Script Writers: Cal Beauregard and Joedi Johnson This year’s Circus of Terror, housed on the Moss Mansion grounds, did not disappoint! Guests brave enough to enter traveled through a maze of spooky circus attractions where they encountered sideshow spectacles, mischievous carnies, a gigantic spider web and killer clowns. Conceived, designed, organized, and staffed by volunteers, the Circus of Terror was a hit for all who dared visit the Moss. Thank you to many volunteers from Billings Senior High School, Central High School, and Skyview High School who dressed up each night to deliver thrills and chills! Back by popular demand, the Moss Mansion opened its doors for special Twilight Tours. Guests experienced the mansion in the darkness of night…shadows, flickering lights, creaky steps and all…while guides (and ghosts!) related stories of fear through the years. Combined, these two popular events raised a record breaking Halloween total of $17,055! Special Events 2013 Holiday Season Talented staff and volunteers from a variety of organizations worked their magic to transform the Moss into a Fairytale Christmas. For their holiday spirit, creativity, and so much more, we are extremely grateful! Thanks also to our amazing team of elves, aka Moss Mansion volunteers, who hosted over 2,200 tour guests, supported fundraising events, and added much merriment to the season! Congratulations to the Winners: Billings Family YMCA, winner of the 2013 People’s Choice Award Eagle Mount, winner of the Best Theme Interpretation Award 2013 Christmas Tree Decorators: A Christmas to Remember .................................. “Catch the Gingerbread Man for Christmas” Billings Family YMCA.......“Beauty and the Beast” Boy Scouts Pack 318..................“Shrek the Halls” Catholic Home School... “The Gingerbread Man” Community Day Care.................. “Wizard of Oz” Geri Dunbar..... “Goldilocks and the Three Bears” Eagle Mount...........................“Heaven’s Garden” from H.C. Anderson’s “The Angel” Girl Scouts.....................“Little Red Riding Hood” Moss Mansion Volunteers................. “Cinderella” Northern Hotel..................... “A Holiday Garden” Rimrock Foundation............“Once Upon a Time” Special K Ranch..............“A Woodland Fairytale” Thumb R Green Garden Club.“The Little Tin Soldier” United Blood Services............ “A Disney Princess Christmas” Yellowstone AIDS Project.....“The Emperor’s New Clothes” Zoo Montana.............. “Legend of the Guardians” Candlelight Tours Taking a Candlelight Tour at the Moss is a unique and wonderful way to spend a December evening! This year guests were welcomed by friendly volunteers and enjoyed a guided tour of the Moss Mansion and a night-time view of twinkling Christmas trees in every room. Following the tour, guests were invited to relax in the Music Room with drinks, dessert (our delicious sipping chocolate sold in the Gift Shop), and live music. Thank you to the many musicians who filled the halls with merriment and provided a memorable experience for all. Holiday Season Musical Entertainment Women at the Well Sweet Adeline’s Cathy & Gayle Violin Duets Con Spiritu Shawn Rasch & Men’s Quartet Other Activities Memorial Day 2013 Summer Exhibit Building Gift Shop Wall July Tea Party Volunteer Training Concert in the Music Room Preservation News 2013 Billings Preservation Society Endowment Trust Society Endowment Board Jim Foley, Chair Joy Culver Greg Matthews Mike Mathew Duncan Peete Lue Ponich Ruth Towe Mike Nelson Endowment Supporters Sheila Christopherson Debbie Court Gene and Joy Culver James and Berte Heath Mary Ann Kostkas James and Judy McNally Lue Ponich Susan Schwidde Jody Ellis Smith Donna Sweeney Carlene Taubert Ruth Towe Gail Waller Amy Wells First floor hardwood, refinished January 2014 Endowment Trust Account Beginning Account Value: January 1, 2013 $405,690.99 Deposits $15,700.00 Withdrawals $15,630.96 Taxable Income $18,219.16 Change in Asset Value $31,293.42 Ending Account Value: December 31, 2013 $455,272.61 Moss Mansion Volunteers in Preservation ChristiArnold Teresa and Russ Bessette Cheryl Blaquiere Kathy Boston Kallie Bradley Linda Broderson Kendra Bruget Alicia Bryner Carol & Bill Callahan Ellen Carlson Cherie Caverly Pamm Conder Charlotte Cortez Jim Court Terah Cronk Tianna Cronk Geri Dunbar Teresa Firth Dorothy Ann Gray Mathew Goodrich Cathy Holloway Joedi Johnson Linda Johnson Ethel Kniss Mary Kroll Ellen Kuntz Ted and Diane Kylander Mitch Lagge Rich Lagge Jody Lamp Allanda Lattin Rietta Malsom Katarina Manhart Marlene McCave Joan Michael Patti Miller Sheri Moffit Grace Nelson Jill Palmer Mackenzie Palmer Lue Ponich Cheryl Prophet Betty Radatz Sue E. Robinson Kathleen Sedgwick Nancy Shapard Michaela Shifley Sandy Short Stephanie Snapp Janice Soft Robin Stetzner Rebeca Strong Enid Stube Karen Tooker Alicia Torgerson Ruth Towe Morgan Tuss Wanda VerBeck Siobhan Warmer Xela Warmer Karen Wegner Isabella Whitworth Paloma Whitworth SophiaWhitworth Virginia Wicks Pat Young Gift Shop Volunteers Lue Ponich, Chair Debbie Court Ethel Kniss Joan Michael Marion Cain Pamm Condor Pat Young Sheri Moffet Computer Expert Extraordinaire Amy Cantrell Master Gardeners Stacey Jacobs, Chair Lori Anderson Pam Before Teresa Bessette Mary Ellen Capser Luanne Engh Doreen Gates Vi Hills Sharon Hogan Joanie Kalberg Sheri Kisch Barb Kosovich Pat Laufmann Kathy Manders Joan McNally Judy Miller Roberta Olson Denise Price Melissa Rehm Susan Rickett Steve Shandera Sharon Simon Chris Smith Carolyn Swenson Ruth Towe Diane Whalen Museum Archives & Collections Amanda Moore Brittany Vitovich Karen Wegner Kendra Bruget Levi Cook Patti Miller 2013 Honorees Joy Culver Joy Culver’s quiet confidence and financial acumen have been a cornerstone in the mission of the Billings Preservation Society since its beginning and even before it became an official entity. Working with several local architects who shared an interest in the preservation of historic buildings, Joy drafted the financial “package” that made possible the acquisition and saving of the Moss Mansion. Joy served several terms as President of the new BPS Board and, with characteristic modesty, remembers the “people of Billings” who joined in the hard work of fundraising, meeting with politicians, writing newspaper articles, lobbying the State and the City of Billings, and all that was necessary to acquire and preserve this community treasure. Joy organized Preservation Workshops to educate property owners regarding the tax benefits in preserving historic buildings. Now serving as a Trustee of the BPS Endowment, Joy’s generosity and wisdom continue to be an asset to our organization A diminutive dynamo in the form of Dee Dee Thomas first joined the Billings Preservation Society Board of Directors in 1994, serving as its President two years later and then as a Trustee of its Endowment. Throughout her tenure and for many years afterward, Dee Dee’s sparkling personality and infectious energy led projects and fundraising to new levels of success in preserving the Moss Mansion and its grounds for future generations. Dee Dee’s crowning achievement was co-chairing the successful drive to fund a two year long project: Jack Thomas provided faithful and willing support to Dee Dee’s Moss Mansion projects, from set-up and take-down for the seemingly endless number of fundraisers, to providing his considerable legal expertise on DeeDee and Jack Thomas a variety of issues, including a complicated property dispute that temporarily halted the construction of the Visitor Pavilion. Since the Thomas home is located near the Moss Mansion, Jack and Dee Dee agreed to be on the call list for Kenco Security— and Jack was known to have made a number of trips to the Moss in the middle of the night! In later years, Jack served in an official capacity on the BPS Board of Directors Executive Committee. The wonderful twinkle in his eye and his warm demeanor have made his friendship with the Moss of inestimable value. For fifteen years, the public face of the Moss Mansion in the Billings community belonged to Ruth Towe, Executive Director par excellence of the Billings Preservation Society. Ruth began her official position in 1988 and, working from a professional museum assessment, developed and prioritized a checklist of restoration work. This served as a blueprint for Ruth’s indefatigable oversight and initiation of the complete restoration of the interior, the exterior, the conservatory, and the grounds. Since each project required funding, Ruth became legendary in her ability to find and acquire grants to allow forward progress. Her ability to share her vision with others inspired countless volunteers, many of them professionals, to join in reclaiming this crown jewel of our city. Her background in journalism and marketing served her well in making the Moss Mansion a destination for visitors. Ruth Towe Ruth left a legacy that is epic in proportion. By the time she retired in 2003, she had completed every major project on her checklist—and a few more, including the Visitor Pavilion and the Driveway now named in her honor. Ruth’s “ethic for preservation” extended to the restoration of the Billings Depot, serving on that board from its formation in 1996 until the restoration was completed in 2003. Community Partners Ajax Foundation Crowley Fleck CTA Architects & Engineers First Interstate Bank Montague’s Moulton Bellingham PC NorthWestern Energy Phillips 66 PPL Montana Stockman Bank Sysco Yellowstone Electric Company Corporate Award Presented to: AD Creative For infusing new life to the Moss Mansion with the introduction of new branding, logo and website. Volunteer Service Award Presented to: Kendra Bruget and Patti Miller For their outstanding work in maintaining the Moss Mansion’s collection and archives and sharing it with the world through beautifully fashioned exhibits. Bernie Nelson Service Award Presented to: Mike Nelson Whose generosity of spirit, devotion of time, and commitment to preservation has made a lasting and historical impact on the Moss Mansion. Financials Statements of Financial Position December 31, 2013 and 2012 Assets Checking / Savings Accounts Receivable Other Current Assests Cash on Hand Undeposited Funds Inventory – Gift Shop Total Current Assets Property & Equipment Accumulated Depreciation* Buildings** Furniture and Fixtures Other Assets Total Assets Liabilities & Equity Accounts Payable Payroll Liabilities Other Liabilities Total Current Liabilities Equity Unrestricted Net Assets Net Income Total Equity Total Liabilities & Equity 2013 2012 35,238.14 8385.99 33,311.91 1,595.00 500.00 0.00 19,375.74 $63,499.87 500.00 0.00 19,375.74 $54,782.65 (422,160.59) 863,286.69 540.00 300.00 $505,465.97 (390,597.53) 863,286.69 540.00 200.00 $528,211.81 3,221.76 6,656.28 0.00 $9,878.04 2,424.25 4,087.73 205.00 $6,716.98 520,619.83 (5,402.93) 515,216.90 $505,465.97 530,913.76 21,974.26 552,888.02 $528,211.81 *Depreciation expenses for 2013 total $31,393.19. **The Moss Mansion is owned by the City of Billings (38.5%) and the State of Montana (61.5%). Moss Mansion Room Underwriters Eide Bailly NorthWestern Energy 2013 in Summary 63 volunteers donated 4,435 hours of their time to the Moss Mansion. 6,944 people visited the Moss Mansion in 2013, of which, 925 of them were elementary students on a school tour. 7,932 people attended a Moss Mansion fundraising event. Financial Summary Revenues Fundraiser Revenue Donor Revenue Corporate Foundations Individuals Facility Rentals Gift Shop Contributions Grants Membership Tour Revenue Room Sponsorship Miscellaneous Revenue Total Revenue Expenses Fundraiser Expenses Management & General Total Expenses Net Revenue End of Year Total 140,259.12 8,215.00 2,500.00 7,672.47 30,691.00 5,000.00 5,000.00 6,375.00 47,124.55 5,100.00 201.54 258,138.68 58,157.53 205,384.08 263,541.61 $(5,402.93) Totals include the purchase of a new event tent, event supplies and an investment in staffing.