09-18-03 Conrad Mansion MinutesCONRAD MANSION BOARD
MINUTES
SEPTEMBER 18, 2005
The next meeting will be Tuesday, November 11 th at 8am in Tia's Conference Room
22 Second Avenue West - 4th floor
Present: Norb Donahue, Rick Champoux, Betty Norem, Tia Robbin, Everit Sliter, Rita Fitzsimmons, Gayle 7 Vidal' -
Board Members, Teri Florman, Chris Prior - Mansion Staff
Absent. Shirley Miller
Guest: Dave Meredith
Rita called the meeting to order at 8:05am. The minutes of the previous meeting are approved as written.
Rita read a letter from Charles Conrad Campbell stating that he would like to resume his role as family
representative on the Mansion Board. Rita will write to Charles thanking him for his continued interest in the
Mansion but will indicate that we are bound by the original agreement with Alicia Conrad Campbell and the City
of Kalispell which outlines the process by which successor family members are appointed. A copy of the document
will be sent to Charles. (copies of letters enclosed)
Everit noted that the Conrad Mansion Heritage Foundation application we decided not to pursue will undergo
involuntary dissolution by the State because we have not filed annual reports. It was agreed that we should allow
the dissolution to occur.
Work on the roof has begun and is progressing more slowly because of the rain. Work will proceed from front to
back. The vine has been removed. Dave Meredith is monitoring the construction and all is moving along well.
The Board thanked Dave for his interest and efforts on this project.
Teri reported that plans for the Bazaar are progressing well. It will be October 24-26, 2003. Hours are the same as
last year. A number of new vendors will be included.
Teri has made plans for opening in the off season. December 1-20 regular tours with a Christmas theme will be
offered. A raffle for a Victorian dinner at the Mansion will be held. Two hundred tickets will be sold The
drawing will be held in November and the dinner will be Friday, December 12th.
Tia suggested we may consider building and raffling a Mansion replica playhouse as a fundraiser. No further action
will be taken at this time.
Rita reported that Rotary will help us with our garden rejuvenation project. She will request consultation from
Doepker Landscaping (755-2372) and from Montana Rockworks (752-7625) . A recent visitor to the gardens noted
to Nikki that we have some rare species of flowers. Expert consultation regarding our plants will also be necessary
as we progress with the project.
Teri and Chris are concerned about how close to the house the roofer can place his equipment without damaging
foliage. Dave Meredith will be consulted about these decisions. It was agreed bids need to be sought from
arborists to complete tree and bush trimming.
Rick's contact with the Washington Foundation, Mr. Ritter, indicated that because of other commitments they have
made this is not a good time to solicit that foundation. He suggested that we invite selected lake residents to a
special event to solicit donations. Dean and Joan Jellison might help us build a guest list which might help us
raise a substantial amount.
Rita asked the Personnel Committee to review our employee handbook guidelines, complete employee reviews and
write thank yous to all who worked this year. Teri has completed a mid -year review of employees and will do final
end of season employee reviews.
Rita suggested that the gift shop needs reinvigorating. The possibility of attending a trade show and developing
new vendor contacts was discussed.
(over)
Norb suggested that people who give big donations ($1000+) be given a copy of Jim Murphy's book.
Everit reported that admission and profits were down this summer by 15-20%. Discussion followed about ways to
regenerate visitor interest in touring the Mansion.
Norb questioned whether there are ways to invest our money to earn a higher rate of return. Ev is reluctant to invest
Mansion money because of the risk. Norb moved that we talk to other money managers abut investment
possibilities. The motion died for lack of a second. Everit offered to look at some possibilities for consideration
by the Board.
Teri described her visit with Alicia. She obtained some wonderful information abut family history and family
stories which will be incorporated into the Mansion tours. Rita asked Teri to request a photo the next time she
communicates with Alicia.
Ev has noticed Marilyn (Moore) Reynolds working in the garden. She has cleared out and has been trimming the
rose bushes. He suggested giving both Dave Meredith and Marilyn several tickets to the Bazaar in appreciation for
their contributions. At Teri's suggestion Dave will also be given a dinner gift certificate.
The next meeting will be Tuesday, November 11th at 8:00am in Tia's conference room at 22 2nd Avenue
West, Fourth Floor.
Ev moved and Tia seconded a motion to adjourn. The meeting was adjourned at 9:45am.
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eptember 19.2oo3
Mr. Charles C. Campbell
352 14th Ave.
Santa Cruz, CA 95062
Dear Charles,
Thank You for your letter of September 7th. My resppnse is slow because I did not receive it until the
morning Of Our September 18th board meeting. That actually turned out to be good timin, because
4then'the board was present to hear your letter, g
I understand
and 2PPreclate your genuine interest In the house, and your desire to ",' -resul-ne [your]
4 duties 6 Conrad family representative on four] Hoar c ." However, the Board isbound byA]icaConrad
Campbell's original legal agreement with the City of Ktlispell 46 10 how a family board member is
� 41?])QiMed (see enclosed copy), and we cannot deviate from it. We also do not consider your very clear
f instmciion that Alica Campbell Vick N the designated farnfly representative in your letter
"Of July'27th, 1989 (see enclosed copy
to then -Presider t Sam Bibler, revocable.
![Tlmmid is currently our [al:1111Y representative on the 133ard. As for the nutter ofsucceeding family board
6 1
embers, It is spelled out in the agreement. r-ollowing
those guidelines, in a letter received from Timmic
Ito Sain,,exactly seven years ago (Sept. 18, 1996), she tated, "in the event of my incapacity to serve or
!PY deaffi, I wish to appoint my son, Richard Stanford Vick, 639 Cleveland, Xissoulij, 9801, 8 my
uccess6r as the family member on the Conrad Mani AXT 3 a
Board of Directors." I have not asked Timnile,
S,7
,tut I will get in touch with her and see if at this times
ou mention, s le would like.Richard to take over, because, as
she is in poor health.
rhe Bo4rd can only use the original agreement as our guide, with the support of the written
nstructions from family members that followed. Flea note that as per the agreement, any blood
elative'Of Mrs. Alicia Campbell's may attend the boar *1 meetings, although as ex officio without vote.
Ve try to meet once a month; however, the dates flue t a'
te.
Ita F
tWIMMOTIS, PresfdCnt, Conrad Houston Board of Direct c rs
Itc.. all Band members
Awl. Po' E(YA 1041, KAUSPRIX, MT 3
NOS MOM: 406-755-2166
T!tl Conrad ManDlOA was built In 1895 an the homa of C.1j, Conrad, Montana 'a &mL�T to'MISOL�Uri River trader, ffelghter,—IXi
d FOUet of the cily of "Ji.pcii.
"P180fil elegZacc, it Is PJAced on dv N"01131 Mistaric Regisk1randapen to vialtom I-. May to UaDber
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406 752 6445
P. 02
7 September 2003
552 10 Avenue
Santa Cruz, California 9$062-4058
Rita Fitzsimmons, President
1� Conrad Mansion Board
P.O. Box 1041
k
al ispen, Montana 59g03
Subject: Conrad Mansion Board Farnily
membership
Reference:
it] Our conference at the Conrad', 22 July 03
[2] Your Letter to me, 13 November 02 (w/ co'my 27 July 89 memo atch.)
(31 My Letter to you, 2 November 02
[4] Your letter to me, 21 October 02, wl etch.
[51 My letter to you. 30 September 02
[0] My letter to you. 25 April 02
My memo to L. A. Bibler, 27 July 99
Dear Rita,
`!'hanks again for the cordiality with which you sand your staff met with us in July. You will recall
that —in view of my sister's poor health —..I expatssed my readiness to resume my duties as
Co family representative on. your Board, response, you offered to research the subject and
advise me.
Since I have not board from you since then, I am now writing to inform you that I have revoked
the meme (Ref. 7, above] which I sent to your predecessor, W.. Bibl", in 1989, That note was
�atended as a convenience for my sister and tho, Board at a time when I *as fully conirrAtted to my
duties with the U.S, Naval Academy. While, I het no specific date limits for that interim status, it
was clearly not an irrevocable document,
I have no wish to exclude my sister from participating, as her health permits, in the on -going
activities of the historic Conrad Mansion Mump*; but she is no longer able to be the family's
4, oily representative on your board. If it would t c-easier for you to do so, I'd be witting to
`4 consider your designating us bgkas the representatives of the. Conrads.
14pte: I have never agreed and do not now give inyone perwdission to unilaterally designate a
stiectmOr- Family Member of your Board,
I I.00k forward to hearing trom. you, and plan to I�_visit the Conrad' later this fall,
i Sincerely,
Charles Conrad Campbell
($31] 464.9809 - c3jbc@cruzio.coni
cc 14 Haden, Chronister, Parish Larson, RC., 36 W. eSt., Helena, MT 59601
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September 19, 2003
Mr. Charles C, Campbell
552 14th Ave,
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Santa Cruz, CA 95062
y.
Dear Charles,
Thank you for your letter of September 7th. My response is slow because I did not receive it until the
I` s morning of our September 18th board meeting. That actually turned out to be good timing, because
{ then the board was present to hear your letter.
s
I understand and appreciate your genuine interest in the house, and your desire to "...resume (your]
duties as Conrad family representative on (our] Board." However, the Board is bound by Alica Conrad
's
Campbell's original legal agreement with the City of Kalispell as to how a family board member is
appointed (see enclosed copy), and we cannot deviate from it. We also do not consider your very clear
instruction that Alica Campbell Vick "...officially..," be the designated family representative in your letter
r of July 27th, 1989 (see encla,;ed copy) to then -President Sam k3lbler, revocable.
1
Timmie is currently our family representative on the Board. As for the matter of succeeding family board
members, it is spelled out in the agreement. Following those guidelines, Ina letter received from Timmie
g to Sam exactly seven years ago (Sept. 18, 1996), she stated, "in the event of my incapacity to serve or
my death. I wish to appoint my son, Richard Stanford Vick, 639 Cleveland, IWIssoula, MT 59801, as my
successor as the family member on the Conrad Mansion Board of Directors." I have not asked Timmie,
' but I will get in touch with her and see If at this time she would like Richard to take over, because, as
you mention, she is 1n poor health.
The Board can only use the original agreement as our guide, with the support of the written
instructions from family members that followed. please note that as per the agreement, any blood
relative of Mrs. Alicia Campbell's may attend the board meetings, although as ex officio without vote.
We try to meet once a month, however, the dates flucuate,
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Rita Fitzsimmons, Pmsidmt, Conrad ,mansion t)=d cy Direefoo
( cc: all Board members
AO, Ho% 1041, KAUAPUL, MT 09903 ry PttoN= 406-VS5 2166
gtg encl.
f 'nte Camod Mannion wao built In IB95 ao the haft of C F t'mrad, Montana pioneer, M{., ,I Rlvpr uador, freibhter, and Rwndrr M IN ttty of Kaliap"ll.
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SECRETARY OF STATE
STATE OF MONTANA
Bob Brown
Business Services Bureau
Phone: (406) 444-3665
September 02, 2003
CONRAD MANSION HERITAGE FOUNDATION INCORPORATED
RITA FITZSIMMONS
PO BOX 1041
KALISPELL MT 59903-1041
Montana State Capitol
P.O. Box 202801
Helena, MT 59620-2801
Folder: D-070194
Corp Type: 54
Date Last Report: 02/14/2002
Fees & Penalty: $30.00
INVOLUNTARY DISSOLUTION INTENT NOTICE
Dear Corporate Official:
Montana law requires every corporation to file an annual report with accompanying
fees each year by April 15. As of the above date, our records show that we have
not received the report. Unfortunately, the corporation named above is therefore in
default and is subject to being involuntarily dissolved.
In January, all annual reports were mailed to the registered agent in Montana. All
future correspondence will continue to be sent to the registered agent shown above
unless a statement of change is filed with this office.
Upon mailing of this notice, involuntary dissolution proceedings against the
corporation have been initiated. This is the standard action the law requires
this office take with corporations that have fallen behind in their reports and fees.
To return the corporation to good standing you must submit a current annual
report and pay the amount of fees and penalty listed above within 90 days. Enclosed
you will find a preprinted form for your use. Please make necessary changes
and have an officer or chairman of the board sign where indicated on the back.
Remember, you only have 90 days to respond. If we do not receive your report
and past due fee by December 1, 2003, we will have no choice but to order the
corporation dissolved and it will no longer exists As an involuntarily dissolved
corporation, your company will forfeit the amount of any tax, penalty, or costs to
the state of Montana and will forfeit its right to carry on business within the state.
If you have any questions about this notice, or if your records indicate an
error, please don't hesitate to contact our office at the phone number listed above.
MONTANA CORPORATION ANNUAL REPORT - 2003
MUST BE RETURNED IN ORDER FOR YOUR CORPORATION TO REMAIN ACTIVE AND IN GOOD STANDING AND
PREVENT INVOLUNTARY DISSOLUTION/REVOCATION PER 35-2-904,MCA.
FILING FEE IS $15, IF FILED ON OR BEFORE APRIL 15TH; FILING FEE IS $30, IF FILED AFTER APRIL 15TH.
CONRAD MANSION HERITAGE FOUNDATION INCORPORATED
%RITA FITZSIMMONS
4TH ST EAST AND WOODLAND AVE
PO BOX 1041
KALISPELL MT 59903-1041 ORGANIZATIONAL ID NUMBER: D-070194
TYPE: 54
NEW REGISTERED AGENT INFORMATION: Our records currently reflect the above Registered Agent information
(below business name). If the above Registered Agent and/or Registered Office Address has changed, please complete
the following: PLEASE NOTE: BUSINESS NAME CANNOT BE CHANGED ON ANNUAL REPORT.
X: Phone:
Signature of New Registered Agent(Required) Printed Name of New Registered Agent
E-Mail Address (optional):
New Street Address:
City:
MT Zip
New Mailing Address/P.O.Box*:_ City:_ MT Zip:_
Mailing Address is different from Street Address All Addresses must be in Montana
Our records currently reflect the information below and on the back:
1. State/Country of Incorporation: MONTANA
— Description of Business, MUTUAL BENEFIT WITH MEMBERS
3. Names and .Addresses of Principal Officers - At least one officer MUST be listed. If the names and/or
addresses of the officers listed on the left have changed, list the change on the right. Attach a list if
there are more than four officers.
President:
VACANT New Pres Name
i3ew .1k dPe55
City, State, Zip
Vice President:
RICHARD CHAMPOUX New Vpres Name
516 WOODLAND AVE New Address
KALSIPELL MT 59901 City, State, Zip
Secretary:
NORMA HAPP
New Secr Name
535 - 5TH AVE EASE
New Address
KALISPELL MT 59901
City, State, Zip
Treasurer
EVERIT SLITER
New Treas Name
604 5TH AVE E
New Address
KALISPELL MT 59901
City, State, Zip
If the above list is incomplete, please check the Registered Principal Search at www.sos.stateant.us/ess/iiidex.asp or call (406)444.3665.
SIGNATURE REQUIRED ON BACK (Over)
4. Names and Addresses of the Directors - At least 3 director(s) MUST be listed. If the names and/or
addresses of the directors listed on the left have changed, list the change on the right. Attach a list
if more than five directors.
RITA FITZSIMMONS
233 FIFTH AVENUE EAST
KALISPELL MT 59901--
EVERIT SLITER
BOX 8600
KALISPELL MT 59904
NORBERT F
144 CRESTLINE
KALISPELL
DONAHUE
MT 59901--
RICHARD CHAMPOUX
516 WOODLAND AVE
KALISPELL
MT 59901--
GAYLE VIDAL
120 WOODLAND AVE
KALISPELL MT 59901--
New Dir Name
New Address
City, State, Zip
New Dir Name
New Address
City, State, Zip
New Dir Name
New Address
City, State, Zip
New Dir Name
New Address
City, State, Zip
New Dir Name
Ne-r Addr eza
City, State, Zip
If the above list is incomplete, please check the Registered Principal Search at www.sos.state.mt.us/css/index.asp or call (406)444.3665.
BY MY SIGNATURE BELOW, I, AN OFFICIAL OF THE ABOVE CORPORATION, DO STATE THAT I SIGNED
THIS REPORT ON BEHALF OF THE CORPORATION AND THAT THE STATEMENTS HEREIN CONTAINED
ARE TRUE, UNDER PENALTY OF FALSE SWEARING.
SIGNATURE OF OFFICER TITLE PRINT NAME OF DATE
OR CHAIR OF BOARD SIGNING OFFICIAL
THE INDIVIDUAL SIGNING MUST BE LISTED ON THE ANNUAL REPORT OR ATTACHMENT AND
IDENTIFIED AS EITHER AN OFFICER OR CHAIR OF THE BOARD OF DIRECTORS IN ORDER FOR
THIS OFFICE TO ACCEPT THE SIGNATURE.
ALL INFORMATION PROVIDED, INCLUDING NAMES AND ADDRESSES OF OFFICERS AND
DIRECTORS, WILL BE MADE AVAILABLE ON THE SECRETARY OF STATE'S WEBSITE
WWW.SOS.STATE.MT.US/CSS/INDEX.ASP OR UPON REQUEST.
SIGN AND INCLUDE CORRECT FILING FEE:
$15, IF FILED ON OR BEFORE APRIL 15TH
$30, IF FILED AFTER APRIL 15TH
MAKE CHECKS PAYABLE TO SECRETARY OF STATE
PLEASE SEND FEE AND COMPLETED REPORT TO:
BOB BROWN (406) 444-3665
SECRETARY OF STATE
PO BOX 202802
HELENA MT 59620-2802
BOARD MEETING / SEPTEMBER 18, 2003
Porch:
Spoke with city, deductible is $2,500.00, If we decide to turn into
city, MMIA has to be contacted to give estimate on damages.
I spoke with Dave Merideth; he will come and look at porch as soon
as his schedule permits.
Still no word from Miriam.
What is next step?
Slow, but steady. They started a week late, due to other jobs. Started
Monday the 15'h. I told him he has to be done by the bazaar.
Dave Merideth has been keeping an eye on us, thank goodness!
May I give Dave two tickets for bazaar with a gift certificate for
dinner somewhere as a small token of thanks for his help? If yes,
what dollar amount?
Foundation Paperwork:
Let Everit explain
Tickets went on sale September 13, 2003. As of yesterday we had
'left. So if you know of anyone who would like to purchase
tickets, please send them our way.
Painting of Porches:
Received only, one estimate for this and it was $614.00, which includes a
warranty on their work. I had Steave price out materials needed for this job,
those equaled $320.93, which does not include his wages. He is not an
experienced painter so I estimate that it would take him quite a bit longer.
So, I would like board's ok to go ahead with experienced painting company.
Visit with Timmie:
Went very well, learned things that I was unaware of. I recorded her and
will transcribe for hard copy. She sends her best to all of you.
NEW HAPPENINGS
Raffle:
As a fundraiser for the Mansion we are trying a raffle that will include:
A Victorian Christmas Dinner for 6 people, ballroom dancing with lessons,
and a carriage ride through East side Kalispell. If a person holds winning
ticket, they win all of the above. Tickets are $50.00 each.
Our expenses on this are only 500.00, and we are limiting ticket sales to 200.
So if we can sell all of these tickets, we can make $9,500.00.
I would ask that board help sell the tickets. Any sales help would help us
out. I have enclosed copies of flyers with all the information. Thank You! ! !
Holiday Tours:
We are going to try opening for holiday tours. Information enclosed. Please
tell your friends. I'm hoping to get people with out of town guests for the
holidays.
FCVB was really excited about this, Carol Edger thinks it should be a hit
since there is really no inside venues here in Kalispell in December.
We will be available for hotels and large groups that call in advance. We are
in the process of contacting all the local properties so that they are aware of
their venues for conventions etc...
With all the new things happening here, we need some equipment. If the
board could help with these items that would be great.
-Card tables (4)
-Folding chairs (18 or more)
-table cloths (2) to fit Dining room table.
-table cloths to fit card tables (4)
-snow blower would be really cost effective
Accomplishments/ continuing work on:
Office chairs donated by Conlin's
We are in America's Castles 2004 calendar. We will have these available in
Gift Shop.
Interview with Interlake, (they contacted us)
Working on getting voted in so that we can participate in Art Walk. I think
this would be great exposure for the holidays, and we would only open 1st
floor. To see the rest they need to come back.
Water totals requested at last board meeting.
December, 2003!
THE CONRAD MANSION
is proud to announce
Cbri5tmal Tour.5 at the
Alan.5ion
December V — 24rh
Tours Monday - Saturday
Closed Sundays
See the Mansion all dressed
up for the Christmas
Holidays!
Mansion Tours Monday — Friday at 11:00 AM and 2:00 PM
Price: $7/Adult, $6/Senior, & $2/Children 12&under
Saturdays: Regular Mansion Tour at 11:00 AM
Or, join us for a very Special Christmas Tour at 2:00 PM
which includes Christmas treats & beverages.
Price: $10/Adult. $9/Senior, & $5/Children 12&under
Sundays we will be closed.
For Information and Reservations, Please Call
755-2166
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ON 1N
Friday, December 12t" , 2003, enjoy a personalized
evening for you and five (5) guests to include:
Victorian Christmas Dinner for Six (6),
Enchanting Carriage Ride on the Historic East Side,
Period Music, and Ballroom Dancing (with Lessons).
Raffle Tickets for this Unique Evening are Only
Call755-2166 for information and Ticket Sales
Proceeds Support the Conrad Mansion Museum