2024-10-02T15:44:56-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 391477238 FOREST HOME HISTORIC PRESERVATION ASSOCIATION INC FORE 4146452632 2405 W FOREST HOME AVE MILWAUKEE WI 53215 SUZY BRENNAN PRESIDENT 4146452632 2024-10-02 1 1 DIANA G LUTTMANN P01075770 4142711451 2024-10-02 2023 2024-10-15 13:58:12Z SUZY BRENNAN 2405 W FOREST HOME AVE MILWAUKEE WI 53215 371407 0 X FORESTHOMECEMETERY.COM X 1984 WI TO SUPPORT THE ENVIRONMENTAL, EDUCATIONAL, AND HISTORIC PRESERVATION OF THE FOREST HOME CEMETERY. WE BELIEVE IN SHARING OUR ABUNDANT NATURAL RESOURCES WITH OUR COMMUNITY WHILE EDUCATING RESIDENTS ABOUT THEIR CITY'S RICH, DIVERSE HISTORY. AS A NATIONAL HISTRORIC SITE WITH AN INTERNATIONALLY ACCREDITED ARBORETUM, WE SEEK TO PRESERVE THIS SPECIAL PLACE TO BENEFIT THE LIVING AND SURROUNDING COMMUNITY. THROUGH PUBLIC ENGAGEMENT, WE FOSTER SUPPORT TO PRESERVE AND ENHANCE THE MONUMENTS, BUILDINGS AND GROUNDS FOR FUTURE GENERATIONS. 14 14 0 90 0 0 217881 129830 63611 105605 41298 25607 3106 3024 325896 264066 153159 106684 0 0 0 0 0 0 13576 139534 156866 292693 263550 33203 516 1037880 1134698 91 0 1037789 1134698 X THE FHHPA EXISTS TO SUPPORT THE ENVIRONMENTAL, EDUCATIONAL, AND HISTORIC PRESERVATION EFFORTS OF MILWAUKEE'S OLDEST OPERATING CEMETERY, FOREST HOME CEMETERY & ARBORETUM. WE BELIEVE IN SHARING OUR ABUNDANT NATURAL RESOURCES WITH OUR COMMUNITY WHILE EDUCATING RESIDENTS ABOUT THEIR CITY'S RICH, DIVERSE HISTORY. AS A NATIONAL HISTROIC SITE WITH AN INTERNATIONALLY ACCREDITED ARBORETUM, WE SEEK TO PRESERVE THIS SPECIAL PLACE TO BENEFIT THE LIVING AND SURROUNDING COMMUNITY. THROUGH PUBLIC ENGAGEMENT, WE FOSTER SUPPORT TO PRESERVE AND ENHANCE THE MONUMENTS, BUILDINGS AND GROUNDS FOR FUTURE GENERATIONS. 0 0 241764 106684 108629 FOREST HOME HISTORIC PRESERVATION ASSOCIATION PROVIDED SUPPORT AND PRESERVATION OF FOREST HOME CEMETERY THROUGH TREE MANAGEMENT, CHAPEL REPAIRS, MONUMENT PRESERVATION, MONUMENT CLEANING, NEW SIGNAGE FABRICATION AND INSTALLATION, AND ROAD REPAIRS. 241764 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 WI X SARA TOMILIN 4146452632 2405 W FOREST HOME AVENUE MILWAUKEE WI 53215 BARBIE BRENNAN-NELSON PRESIDENT 1.00 X X 0 0 0 SUZY BRENNAN VICE PRESIDENT 1.00 X X 0 0 0 MINNA DIHN-STUVER TREASURER 1.00 X X 0 0 0 PAUL HAUBRICH PHD DIRECTOR 1.00 X 0 0 0 LECIA JOHNSON DIRECTOR 1.00 X 0 0 0 CHRISTINE KRUEGER SECRETARY 1.00 X X 0 0 0 LEE MATZ DIRECTOR 1.00 X 0 0 0 PETER OGDEN DIRECTOR 1.00 X 0 0 0 ROSS READ III DIRECTOR 1.00 X 0 0 0 MARGARET SCHUMACHER DIRECTOR 1.00 X 0 0 0 JOCASTA ZAMARRIPA DIRECTOR 1.00 X 0 0 0 DAVID BURCH DIRECTOR 1.00 X 0 0 0 SALLY MERRELL DIRECTOR 1.00 X 0 0 0 KATE VENNE DIRECTOR 1.00 X 0 0 0 SARA TOMILIN EXECUTIVE DIRECTOR 39.00 1.00 X 0 85714 0 0 85714 0 0 0 0 0 0 129830 129830 CEMETERY EVENTS 900099 104688 104688 TOURS 900099 917 917 105605 26064 26064 106884 107341 -457 -457 -457 2625 0 2625 2625 MISCELLANEOUS REVENUE 900099 399 399 399 264066 108629 0 25607 X 106684 106684 3420 3420 4302 4302 91918 91918 7695 7695 5105 2566 409 2130 881 881 REPAIRS 32056 32056 COGS 8540 8540 DUES & SUBSCRIPTION 2387 2387 MISCELLANEOUS 431 431 131 79 52 263550 241764 8210 13576 163921 182833 40625 833 833334 951032 1037880 1134698 91 91 0 X 337186 375223 700603 759475 1037789 1134698 1037880 1134698 516 96393 0 X 0 1 X 1 0 X 197936 116277 191165 217881 129830 853089 197936 116277 191165 217881 129830 853089 205496 647593 24824 30036 38446 41298 25607 160211 15 399 414 1013714 175346 0.63880 0.69380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2022 AMOUNT: $ 15. 2023 AMOUNT: $ 399. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 644102 70997 715099 758730 -114628 644102 668148 90582 758730 626797 41351 668148 416829 136207 73761 626797 1.00000 0 0 0 X 2826826 96393 2470669 2567062 259764 4302 4302 264066 2564611 2305363 2305363 259248 4302 4302 263550 PART V, LINE 4: THE ENDOWMENT IS SET UP TO PROVIDE THE PRESERVATION ASSOCIATION WITH THE FUNDS TO SUPPORT AND PRESERVE FOREST HOME CEMETERY INC.'S GARDENS, TREES, AND HISTORICAL SIGNIFICANCE. PART X, LINE 2: FOREST HOME HISTORIC PRESERVATION ASSOCIATION, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF FOREST HOME CEMETERY, INC. 2,577,353. ELIMINATED INTERCOMPANY REVENUE -106,684. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF FOREST HOME CEMETERY, INC. 2,412,047. ELIMINATED INTERCOMPANY CONTRIBUTIONS -106,684. 1 FOREST HOME CEMETERY INC 2405 W FOREST HOME AVE MILWAUKEE WI 53215 464387765 501(C)(13) 106684 0 FMV PRESERVATION PART I, LINE 2: ACTUAL EXPENDITURES ARE REIMBURSED BASED ON REVIEW OF INVOICES. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER SUZY BRENNAN IS THE MOTHER OF BOARD MEMBER BARBIE BRENNAN-NELSON FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT AND MANAGEMENT AND SHARED WITH THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C IT IS DISCUSSED BY THE PRESIDENT AND/OR BOARD AND A DECISION IS MADE AS TO WHETHER OR NOT IT IS A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 91,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,918. FOREST HOME CEMETERY 2405 WEST FOREST HOME AVENUE MILWAUKEE WI 53215 464387765 OPERATING A RARE GARDEN CEMETERY WI 501(C)(13) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 FOREST HOME CEMETERY B 106684 FMV FOREST HOME CEMETERY O 85714 FMV