2024-10-03T09:51:50-05:00 2023-12-31 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 61108 990 2023-01-01 362045414 HARRY AND DELLA BURPEE MUSEUM ASSOCIATION HARR 8159653433 737 NORTH MAIN STREET ROCKFORD IL 61103 ANNE WEERDA EXECUTIVE DIRECTOR 8159653433 2024-10-02 1 0 CRAIG A GUGLIEMETTI P00230716 8153997700 2024-10-02 2023 2024-10-15 13:58:12Z ANNE WEERDA 737 NORTH MAIN STREET ROCKFORD IL 61103 783476 0 X WWW.BURPEE.ORG X 1945 IL THE ORGANIZATION'S MISSION IS TO INSPIRE ALL PEOPLE TO ENGAGE IN A LIFETIME OF DISCOVERY AND LEARNING ABOUT THE NATURAL WORLD THROUGH PRESERVATION AND INTERPRETATION. 11 11 32 150 0 0 485389 330879 326501 334850 2569 439 13445 52938 827904 719106 0 0 0 0 498485 542668 0 0 38654 695790 560117 1194275 1102785 -366371 -383679 10679999 9856275 103836 147675 10576163 9708600 OUR MISSION IS TO INSPIRE ALL PEOPLE TO ENGAGE IN A LIFETIME OF DISCOVERY AND LEARNING ABOUT THE NATURAL WORLD, THROUGH PRESERVATION AND INTERPRETATION. 0 0 214065 0 83689 EDUCATION: BURPEE MUSEUM EDUCATION PROGRAMMING IS CRITICAL TO ADVANCING DISCOVERY OF THE NATURAL WORLD. THE MUSEUM'S PROGRAMMING ENGAGES THE PUBLIC THROUGH SCHOOL PROGRAMS, OUTREACHES TO DAYCARES AND AFTER SCHOOL PROGRAMMING, PUBLIC CLASSES, LECTURES, COURSES AND SPECIAL ONE-DAY PROGRAMS SHAPING THE COMMUNITYS KNOWLEDGE AND RESPECT OF OUR EARTH THAT IS RICH WITH BIOLOGICAL AND CULTURAL DIVERSITY. 439088 0 212083 MUSEUM: BURPEE MUSEUM HAS 4 FLOORS OF EXHIBITS THAT BRING NATURAL SCIENCE TO LIFE FOR THE GENERAL PUBLIC FROM THE EARTH'S EARLY HISTORY TO PRESENT DAY PLANTS AND ANIMALS. THE MUSEUM SPACE CONSISTS OF PERMANENT EXHIBITS, TEMPORARY AND TRAVELING EXHIBITS, CLASSROOMS, AND SPACE DEVOTED TO PUBLIC PROGRAMS. 127417 0 39078 RESEARCH: THE MUSEUM MAINTAINS A PERMANENT COLLECTION OF NATURAL OBJECTS AND MAN-MADE ARTIFACTS SPANNING THE MUSEUM'S DISCIPLINES: BIOLOGY, GEOLOGY, AND ANTHROPOLOGY. THE MUSEUM ENGAGES IN ACTIVE RESEARCH COLLECTING NEW SPECIMENS THROUGH LOCAL RESEARCH, AS WELL AS 2 MAJOR DIG SITES THROUGH THE BUREAU OF LAND MANAGEMENT IN BOTH UTAH AND MONTANA. BURPEE IS HOME TO SOME OF THE MOST RARE AND IMPORTANT FOSSILS IN THE WORLD, AND PARTICIPATES IN RESEARCH WITH THE INTERNATIONAL COMMUNITY. 780570 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X ANNE WEERDA 8159653433 737 NORTH MAIN STREET ROCKFORD IL 61103 DAWN MONGE PRESIDENT 2.00 X X 0 0 0 MARIFRAN GEORGIS FIRST VICE PRESIDENT 2.00 X X 0 0 0 ADAM JENNISON SECOND VICE PRESIDENT 2.00 X X 0 0 0 STEPHEN LORENCE TREASURER 2.00 X X 0 0 0 JON REIDY SECRETARY 2.00 X X 0 0 0 CAROL FRANCIS TRUSTEE 1.00 X 0 0 0 ROSS GRIMES TRUSTEE 1.00 X 0 0 0 DR JAMES MARSHALL TRUSTEE 1.00 X 0 0 0 DR RICHARD MILLER TRUSTEE 1.00 X 0 0 0 MOLLY PHALEN TRUSTEE (TERMED 10/23) 1.00 X 0 0 0 DR CHRIS VITTORE TRUSTEE 1.00 X 0 0 0 THOMAS WOJEWODZKI TRUSTEE 1.00 X 0 0 0 ANNE WEERDA EXECUTIVE DIRECTOR 40.00 X 79000 0 43 79000 0 43 0 0 0 0 0 32729 19613 173510 105027 1001 330879 PROGRAM REVENUE/SERVIC 611710 174594 174594 ADMISSIONS 611710 160256 160256 334850 439 439 38996 19613 38842 154 154 78312 25528 52784 52784 719106 334850 0 53377 79042 39500 31642 7900 413250 305812 80923 26515 194 194 50182 34854 12740 2588 65032 65032 31024 16302 14722 8058 82 7956 20 25120 10025 14843 252 1765 1765 172692 168197 4495 31374 31374 160 160 4230 4230 156786 148947 7839 19610 19610 SUPPLIES AND RELATED EX 25754 25317 78 359 BANK FEES 11486 11486 DUES AND SUBSCRIPTIONS 7026 6006 1020 1102785 780570 283561 38654 286695 94597 281878 294792 6400 1320 6066 9916 6193600 4567078 1778308 1626522 5000 8314332 7830448 10679999 9856275 70398 131711 7418 2944 26020 13020 103836 147675 X 2164638 1800556 8411525 7908044 10576163 9708600 10679999 9856275 X -383679 -497606 13722 X 0 1 X 1 0 X 677663 845148 975244 485389 330879 3314323 3210265 49350 37439 7112061 157894 10567009 3887928 894498 1012683 7597450 488773 13881332 13881332 243 598 729 2569 439 4578 803 250774 251577 14137487 1792103 0.98190 0.98300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REIMBURSEMENTS - 2021 AMOUNT: $ 250,774. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 803. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 197460 21548 7786 211222 233119 -28021 7638 197460 211392 30509 8782 233119 197429 20888 6925 211392 160327 15000 28931 6829 197429 1.00000 1 0 713754 442619 271135 408294 274746 133548 5071552 3849713 1221839 1626522 ENDOWMENT HELD IN TRUST 196170 EXHIBITS IN PROGRESS 10000 NONFINANCIAL PROMISE TO GIVE 7624278 7830448 X 949520 228161 2253 230414 719106 0 719106 1817083 725767 -11469 714298 1102785 0 1102785 PART III, LINE 1A: THE ASSOCIATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL, CULTURAL OR SCIENTIFIC SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. IN ACCORDANCE WITH PRACTICE GENERALLY FOLLOWED BY MUSEUMS, COLLECTION ITEMS ACQUIRED EITHER THROUGH FIELD COLLECTING OR EXCAVATION EXPEDITIONS, DIRECT PURCHASE, OR DONATIONS ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR ACQUIRED IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. DONATIONS AND ACQUISITIONS OF COLLECTIONS ARE NOT REQUIRED TO BE RECOGNIZED SINCE THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; AND ARE SUBJECT TO A POLICY REQUIRING PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS OR PROVIDE FOR THE DIRECT CARE OF THE EXISTING COLLECTIONS. DIRECT CARE INCLUDES THOSE EXPENDITURES OR INVESTMENTS THAT DIRECTLY ENHANCE THE LIFE, USEFULNESS, OR QUALITY OF ARTIFACTS WITHIN THE ASSOCIATION'S COLLECTIONS, AS WELL AS ENSURING THE LONGEVITY OF THE ASSOCIATION'S COLLECTIONS AVAILABILITY TO THE PUBLIC. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS WERE ESTABLISHED AS A PERMANENT SET-ASIDE OF CONTRIBUTIONS WITH THE PURPOSE OF CREATING A LONG-TERM SOURCE OF EARNINGS THAT COULD BE USED TO SUPPLEMENT AND SUPPORT THE MISSION AND PROGRAMS OF THE ASSOCIATION. PART X, LINE 2: THE ASSOCIATION IS INCORPORATED AS A NONPROFIT CORPORATION AND IS EXEMPT FROM TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE AS OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ASSOCIATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. THE ASSOCIATION'S FEDERAL AND STATE RETURNS REMAIN OPEN TO EXAMINATION BY TAXING AUTHORITIES THROUGH THEIR STATUTORY PERIODS. AT PRESENT, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE VARIOUS TAXING AUTHORITIES THE ASSOCIATED CURRENTLY FILES OR HAS FILED WITH. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -11,469. UNREALIZED LOSS ON ENDOWMENT, NET OF FEES AND APPROPRIATED AMOUNTS 13,722. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -11,469. PALEOFEST DINNER & AUCTION 48846 9850 38996 6714 16967 MUSIC ON THE ROCK 9763 9763 9745 5416 58609 19613 38996 6714 9745 22383 38842 154 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: A DRAFT OF THE 990 IS REVIEWED BY THE TREASURER BEFORE IT IS FILED, AND A COPY IS PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD AND EXECUTIVE DIRECTOR ARE REQUIRED TO SIGN A WRITTEN STATEMENT NOTING ANY CONFLICTS AND THESE FORMS ARE KEPT ON FILE AND REVIEWED AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON ENDOWMENT HELD IN TRUST, NET OF FEES AND APPROP. DISB. 13,722.