2025-07-21T12:18:22-05:00 2024-12-31 382184825 HUNGERFORD CPAS ADVISORS 800 SHIP ST 108 ST JOSEPH MI 49085 990 2024-01-01 381791320 THE HERITAGE MUSEUM AND CULTURAL CENTER HERI 2699831191 601 MAIN STREET ST JOSEPH MI 49085 SVEN ERICKSON TREASURER 2694291515 2025-07-16 1 1 BRIAN M WISNESKI CPA P01072380 2699830534 2025-07-16 2024 2025-03-06 01:10:19Z SVEN ERICKSON 601 MAIN STREET ST JOSEPH MI 49085 218543 0 X WWW.THEHERITAGEMCC.ORG X 1965 MI THROUGH EXHIBITION AND RESEARCH, THE MUSEUM EDUCATES THE COMMUNITY ON HISTORY AND CULTURE. 6 6 8 0 140 0 109413 159929 17480 18248 357 140 20977 12044 148227 190361 0 0 0 0 150910 112135 0 0 0 257083 214040 407993 326175 -259766 -135814 1562615 1425471 24733 5666 1537882 1419805 X TO ENGAGE THE PUBLIC IN A VIBRANT ORGANIZATION THAT PROMOTES HISTORICAL PRESERVATION, EDUCATION, AND RESEARCH THAT RELATES TO BENTON HARBOR, ST. JOSEPH AND THE SURROUNDING REGION. THE ORGANIZATION SEEKS TO INSPIRE VISTORS TO MAKE A PERSONAL AND EMOTIONAL CONNECTION TO THE PAST BY PROVIDING ON-GOING HISTORICAL EXHIBITS AND PROGRAMS THAT ENABLE ALL PERSONS TO SEE THEIR PRESENT AND FUTURE MORE CLEARLY. 0 0 243882 18248 MUSEUM EXHIBITS FOCUSED ON REVITALIZING THE HERITAGE'S ROLE IN SHARING THE HISTORY OF ST. JOSEPH, BENTON HARBOR, AND THE SURROUNDING AREA WITH BOTH VISITORS AND RESIDENTS OF OUR COMMUNITY. DURING 2024 SIGNIFICANT WORK WAS CONDUCTED IN THE AREA OF CONTENT DEVELOPMENT FOR WHAT WAS GOING TO BE THE HERITAGE'S NEXT PERMANENT EXHIBIT. THE HERITAGE'S ARCHIVES ARE THE HEART OF THE MUSEUM. THE ARCHIVES ARE CRITICAL TO DEVELOPMENT OF EXHIBITS, CONDUCTING RESEARCH, AND CREATION OF EDUCATIONAL CONTENT. IN 2024 SIGNIFICANT TIME AND EFFORT WERE DEDICATED TO UPDATING THE ORGANIZATION AND DIGITAL CATALOGING, AS WELL AS VITAL PRESERVATION TASKS FOR THE CONTENTS OF THE ARCHIVES. DURING THE YEAR THE HERITAGE TEAM ALSO LEVERAGED THE IMPROVED ARCHIVE ACCESSIBILITY AND ORGANIZATION TO CONDUCT RESEARCH IN SUPPORT OF COMMUNITY REQUESTS, LECTURES, EXHIBITS, AND TOURS. THE CONTRIBUTIONS OF THE UPTON GRADUATE FELLOW IN PUBLIC HISTORY, A HISTORIAN FROM THE UNIVERSITY OF NOTRE DAME AND FUNDED THROUGH A GRANT FROM THE FREDERICK S. UPTON FOUNDATION, LED THE ARCHIVE MANAGEMENT EFFORTS IN THE LATTER HALF OF 2024.AS OF SEPTEMBER 2024 THE MUSEUM HAS CLOSED ITS DOORS TO THE PUBLIC AND IS CURRENTLY WORKING ON MOVING THE ARCHIVES TO A NEW LOCATION. 243882 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MI X X MARCO TOMASI 2699831191 601 MAIN STREET ST JOSEPH MI 49085 X SVEN ERICKSON DDS TREASURER 12.00 X X 0 0 0 ELIZABETH GAREY TRUSTEE 0.00 X 0 0 0 MICHAEL GAREY PRESIDENT 4.00 X 0 0 0 MICHAEL KALIN TRUSTEE 0.00 X X 0 0 0 DR MITZI KALIN VICE PRESIDENT 0.00 X 0 0 0 MINDY O'BRIEN TRUSTEE 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 159929 159929 MUSEUM PROGRAMS AND SE 713990 18248 18248 18248 140 140 38694 27794 10900 10900 10900 1532 388 1144 1144 190361 18248 140 12044 90000 81000 9000 12548 11293 1255 9587 8628 959 5848 5848 1239 1239 12219 7942 4277 32871 24653 8218 1472 736 736 90186 45093 45093 24158 19326 4832 REPAIRS 19670 17703 1967 PARKING LOT FEES 18300 18300 EXHIBIT 7000 7000 BANK AND CREDIT CARD FE 1077 969 108 326175 243882 82293 0 28850 4608 17610 2252 21753 0 3842 500 3210726 2088060 1212852 1122666 277708 295445 1562615 1425471 14625 666 10108 0 0 5000 24733 5666 X 1282872 1158360 255010 261445 1537882 1419805 1562615 1425471 X -135814 17737 X 0 0 0 X 212921 132895 245251 111538 161461 864066 31965 93769 86367 73685 56942 342728 244886 226664 331618 185223 218403 1206794 3625 525 4150 0 3625 525 4150 1202644 27254 366 542 357 140 28659 27254 366 542 357 140 28659 864 864 273004 227030 332160 185580 218543 1236317 0.97280 0.94500 0.02320 0.03720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 243708 27989 8041 2211 261445 220827 35762 10809 2072 243708 282402 -48107 10760 2708 220827 259133 36058 10469 2320 282402 247674 24257 10477 2321 259133 1.00000 1 0 93270 93270 2728638 1752811 975827 153280 99711 53569 235538 235538 0 1122666 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 261445 LIQUOR LICENSE 34000 295445 DEPOSIT ON SALE OF ASSET 5000 5000 X PART III, LINE 1A: THE HERITAGE MUSEUM HAS A COLLECTION OF HISTORICAL ITEMS, INCLUDING PHOTOGRAPHIC PRINTS, POSTCARDS, MAPS, CLOTHING, TOOLS, FURNITURE, AND OTHER OBJECTS OF HISTORICAL VALUE THAT HAVE BEEN DONATED TO OR PURCHASED BY THE ORGANIZATION SINCE 1965. A PORTION OF THE OVERALL COLLECTION IS ON DISPLAY AT THE HERITAGE MUSEUM. THE COLLECTIONS ARE CARED FOR BY THE MUSEUM STAFF. CONTRIBUTIONS OR PURCHASES OF ITEMS FOR THE COLLECTION ARE NOT REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS SINCE THE MUSEUM DOES NOT CAPITALIZE COLLECTIONS. PART III, LINE 4: THE MUSEUM COLLECTS THE MATERIAL CULTURE OF THE PEOPLE OF THE TWIN CITIES - ST. JOSEPH AND BENTON HARBOR, MICHIGAN - AND PRESERVES IT IN THE PUBLIC TRUST FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. THESE OBJECTS AND THEIR DOCUMENTED CONTEXTS ILLUMINATE AND INTERPRET THE LARGER THEMES OF LOCAL HISTORY. THE COLLECTION FORMS THE FOUNDATION FOR RESEARCH, SCHOLARSHIP, EXHIBITION, PUBLIC PROGRAMS, AND OUTREACH. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS HELD AT THE BERRIEN COMMUNITY FOUNDATION IS TO PROVIDE RESOURCES FOR THE HERITAGE MUSUEM INTO PERPETUITY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2021, AND THE YEAR THEN ENDED, THERE ARE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. MICHAEL GAREY TRUSTEE 500 CONTRIBUTION TO ORGANIZATION 0 MARCO TOMASI FORMER EXECUTIVE DIRECTOR 25 CONTRIBUTION TO ORGANIZATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE MUSEUM'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. A DRAFT VERSION OF THE RETURN IS PROVIDED TO THE MUSEUM'S EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE FOR REVIEW. THE DRAFT IS PROVIDED TO THE GOVERNING BOARD UPON REQUEST FOR INPUT. THE EXECUTIVE DIRECTOR ACTS ON BEHALF OF THE GOVERNING BOARD AND GIVES FINAL APPROVAL FOR THE FILING OF THE 990 BY EITHER MAIL OR ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE EXECUTIVE DIRECTOR PROVIDES ALL GOVERNING BOARD MEMBERS AND EMPLOYEES THE ORGANIZATION'S CODE OF CONDUCT, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY AND REQUIRED TO BE SIGNED BY ALL. EXECUTIVE DIRECTOR REVIEWS AND NOTES ANY POTENTIAL CONFLICTS WITH THE EXECUTIVE COMMITTE WHICH MAY NEED FURTHER FOLLOW-UP. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S GOVERNING BOARD AND EXECUTIVE AND PERSONNEL COMMITTEES USE VARIOUS RESOURCES AND COMPARABLE DATA IN REVIEWING AND DETERMINING COMPENSATION FOR ITS EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. THIS IS DOCUMENTED WITHIN ITS COMMITTEES MINUTES ALONG WITH THE EXECUTIVE AND PERSONNEL COMMITTEES FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS AND FINANICAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN FROM BENEFICIAL INTEREST ASSETS AT FOUNDATION 17,737.