11-16-21 Conrad Mansion Board of Directors MinutesConrad Mansion Board Meeting
Nov. 161", 2021
4:00 pm. Kalispell City Hall
1. Welcome
Members present: Mark Schickendantz, Everit Sliter, Teri Iwerson, Diane Morton Stout, Mary
Pat Murphy, Diane Medler, Beth Collier, Cate Webber, Chris Vick, Carrie Nelson, Brit Clark
(Museum Director), and Natalie Robinson (Conrad family member)
2. Approval of minutes- Minutes approved.
3. Treasurer's Report (Everit)
• Everit asked if there were any questions about the financials. Gift shop inventory will be
adjusted after the end of year counts. The DAD endowment is doing very well.
4. Finance Committee
• Discussion regarding policy change recommended by the Finance Committee which
would which adjust endowment growth to the Consumer Price Index (CPI) to keep
contributions in proportion with current prices. The first year would be limited to 4%.
• Everit moved to adopt the policy proposed by the finance committee. Mark S. seconded.
• The motion was amended to include that this policy will supersede any previous
spending policy for income generated by the endowment. All in favor.
• Chris Vick mentioned that our current policy states that mansion funds be spend on
maintenance and collection. This will still be part of the new policy. Cate recommended
that the policy include the good provisions from previous policies and also that it is in
compliance with MT Code Annotated (MCA). This spending policy only limits the
spendable portion calculations.
• Diane Medler suggested updating our new board member packets and including a
written copy of what our policy is.
• Employee Retirement- Mark and Chris provided a brief update that employee
retirement plans must cover all qualifying employees. The number of hours worked
could be a determinant. Rob Braig at D.A.D. is still getting more information for
Mansion.
5. Marketing Committee (Diane M.)
• Brick project update- Committee is in process of creating signs and fliers for the Dec.
launch. There will be an online order form, newspaper ads, plus outside signs at the
mansion. There will be a soft launch for locals with more in February. Teri proposed
including a photo of the board and the bricks. An article about the people who take care
of the mansion. Brit would like brief bios of board members.
6. Museum Director's Report:
• Christmas -The tree is officially decorated. Cindy and Robert are decorating room by
room. Outside lights will be put up on November 21". There are no junipers to decorate
this year. The Christmas Carol Radio Broadcast with the Gypsy Theater Guild will be Dec.
3rd through 5t". Proceeds will be split equally. Tickets are $30 for adults, $25 for seniors
and $15 for teens & children. Tickets also include the option for guests to have a 30 min.
self guided walk through after the performance. Volunteers are all set for the Christmas
tours.
• Ghost Tours- Were sold out this again and received positive feedback. The online sales
were entered in Nov. financials.
• Boilers- Central Heating and Air will provide a quote in January. In process of getting
other plumbers to look at the boilers, but they have affirmed that it is best to have two
and that now is a good time to replace them.
• Teas & Tours- There will not be Christmas Teas this year, but will still do Mother's Day
teas. Teas will not use the Conrad dining table.
• Off Season Tours- will start in January. Tours will be offered by appointment only.
• HR- Brit has been working with Tia on an updated Employee Manual to implement in
2022. The current manual was created in 2004. An Assistant Director is needed. Would
like to start looking at candidates in Jan -Feb. Previous job descriptions are available.
There was a request for a list of the recommended bonus amounts for guides. Sharon
wanted to donate her time for this year. She is a volunteer.
• CAP Assessor Report update- Met with assessors Leslie and Beverly. They are happy
with our progress.
• Round Up for Safety- Air Conditioner installation project is complete.
• Women Who Wine- The year end giving ceremony will be Dec. 71n
7. Other Business- Chris Vick has generously offered to host a catered Christmas dinner at the next
meeting on Dec. 141". Board officers and employee bonuses will be the agenda.
8. Meeting Adjourned- 4:45 pm.
9. Next Meeting- Dec. 14, 2021.