2026-09-10T07:41:05-05:00 2025-12-31 382184825 HUNGERFORD CPAS ADVISORS 800 SHIP ST 108 ST JOSEPH MI 49085 990 2025-01-01 381791320 FORT MIAMI HERITAGE SOCIETY FORT 2699831191 PO BOX 1022 BENTON HARBOR MI 49023 SVEN ERICKSON TREASURER 2694291515 2026-09-09 1 BRIAN M WISNESKI CPA P01072380 2699830534 2026-09-09 2025 SVEN ERICKSON PO BOX 1022 BENTON HARBOR MI 49023 1211216 0 X WWW.FORTMIAMIHERITAGE.ORG X 1965 MI THROUGH EXHIBITION AND RESEARCH, THE SOCIETY EDUCATES THE COMMUNITY ON HISTORY AND CULTURE. 6 6 0 0 0 0 159929 61195 18248 12271 140 -3738 12044 -2704 190361 67024 0 0 0 0 112135 0 0 0 0 214040 117074 326175 117074 -135814 -50050 1425471 1401956 5666 0 1419805 1401956 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 90736 8533 DURING 2025, SIGNIFICANT TIME AND RESOURCES WERE DEDICATED TO PREPARING FOR THE SALE OF MANY OF THE ORGANIZATION'S ASSETS AND RELOCATING TO A FACILITY BETTER SUITED TO ITS EVOLVING NEEDS. AS PART OF THIS TRANSITION, THE ORGANIZATION CHANGED ITS NAME BACK TO THE FORT MIAMI HERITAGE SOCIETY, REFLECTING ITS SHIFT AWAY FROM OPERATING AS A MUSEUM AND CULTURAL CENTER AND ITS RENEWED FOCUS ON HISTORICAL PRESERVATION, ARCHIVAL STEWARDSHIP, RESEARCH, AND EDUCATION. NEW BYLAWS WERE ADOPTED TO REFLECT THE ORGANIZATION'S REVISED STRUCTURE, PURPOSE, AND MISSION. ONCE ESTABLISHED IN THE NEW LOCATION, EFFORTS FOCUSED ON ORGANIZING, PRESERVING, AND DIGITIZING THE ARCHIVAL COLLECTION, WHILE EXPANDING PUBLIC ACCESS TO HISTORICAL MATERIALS AND IMPROVING THE ORGANIZATION'S ABILITY TO SERVE RESEARCHERS, EDUCATORS, AND THE COMMUNITY. 90736 1 1 0 0 0 0 0 1 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 61195 61195 MUSEUM PROGRAMS AND SERVICES 713990 12271 12271 12271 2704 -2704 -2704 -2704 1137750 1141488 -3738 -3738 -3738 67024 8533 0 -2704 2774 2774 4342 2822 1520 15842 11882 3960 27418 13709 13709 11016 8813 2203 PARKING LOT FEES 28710 28710 REPAIRS 21712 19540 2172 EXHIBIT 5260 5260 117074 90736 26338 0 4608 14893 2252 192917 900000 500 500 1737 1737 1122666 0 295445 293646 1425471 1401956 666 5000 0 5666 0 X 1158360 1108310 261445 293646 1419805 1401956 1425471 1401956 X -50050 32201 X 0 0 0 X 132895 245251 111538 161461 61195 712340 93769 86367 73685 56942 12273 323036 226664 331618 185223 218403 73468 1035376 3625 525 4150 0 3625 525 4150 1031226 366 542 357 140 1405 366 542 357 140 1405 227030 332160 185580 218543 73468 1036781 0.99460 0.97280 0.00140 0.02320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 261445 43023 8171 2651 293646 243708 27989 8041 2211 261445 220827 35762 10809 2072 243708 282402 -48107 10760 2708 220827 259133 36058 10469 2320 282402 1 0 1737 1737 0 0 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 293646 293646 X PART III, LINE 1A: THE SOCIETY 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 SOCIETY. THE COLLECTIONS ARE CARED FOR BY THE SOCIETY 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 SOCIETY 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 SOCIETY 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. FORM 990, PART VI, SECTION B, LINE 11B THE SOCIETY'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. A DRAFT VERSION OF THE RETURN IS PROVIDED TO THE SOCIETY'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 32,201.