Nonprofit · EIN 38-1791320
THE HERITAGE MUSEUM AND CULTURAL CENTER
Tax-exempt · BENTON HARBOR, MI 49023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $67,024 | $117,074 | -$50,050 | $1,401,956 | $0 | $1,401,956 |
| December 31, 2024 | 990 | $190,361 | $326,175 | -$135,814 | $1,425,471 | $5,666 | $1,419,805 |
| December 31, 2023 | 990 | $148,227 | $407,993 | -$259,766 | $1,562,615 | $24,733 | $1,537,882 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $61,195
- Program service revenue
- $12,271
- Investment income
- -$3,738
- Net rental income
- -$2,704
- Net gain from sales of assets
- -$3,738
- Other revenue
- -$2,704
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,774
- Occupancy
- $15,842
- Depreciation
- $27,418
- Program services (functional)
- $90,736
- Management and general (functional)
- $26,338
Balance sheet and other
- Total assets, start of year
- $1,425,471
- Total assets, end of year
- $1,401,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,401,956
- Net assets without donor restrictions
- $1,108,310
- Net assets with donor restrictions
- $293,646
- Gross receipts
- $1,211,216
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SVEN ERICKSON DDS | TREASURER Trustee or director, Officer | 12 | $0 |
| ELIZABETH GAREY | TRUSTEE Trustee or director | 0 | $0 |
| MICHAEL GAREY | PRESIDENT Trustee or director | 4 | $0 |
| MICHAEL KALIN | TRUSTEE Trustee or director, Officer | 0 | $0 |
| DR MITZI KALIN | VICE PRESIDENT Trustee or director | 0 | $0 |
| MINDY O'BRIEN | TRUSTEE Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SVEN ERICKSON DDS | TREASURER Trustee or director, Officer | 12 | $0 |
| ELIZABETH GAREY | TRUSTEE Trustee or director | 0 | $0 |
| MICHAEL GAREY | PRESIDENT Trustee or director | 4 | $0 |
| MICHAEL KALIN | TRUSTEE Trustee or director, Officer | 0 | $0 |
| DR MITZI KALIN | VICE PRESIDENT Trustee or director | 0 | $0 |
| MINDY O'BRIEN | TRUSTEE Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MARCO TOMASI | EXECUTIVE DIRECTOR Trustee or director | 40 | $90,000 |
| LAURIE M MARSHALL | PRESIDENT (PARTIAL YEAR) Trustee or director, Officer | 3 | $0 |
| SVEN ERICKSON DDS | TREASURER Trustee or director, Officer | 8 | $0 |
| ELIZABETH GAREY | TRUSTEE Trustee or director | 3 | $0 |
| JODY CONYBEARE | SECRETARY (PARTIAL YEAR) Trustee or director, Officer | 0.25 | $0 |
| BARBARA SISTRUNK | TRUSTEE (PARTIAL YEAR) Trustee or director, Officer | 1 | $0 |
| DENNIS SZYMANSKI MD | TRUSTEE Trustee or director, Officer | 1 | $0 |
| MICHAEL GAREY | PRESIDENT (PARTIAL YEAR) Trustee or director | 5 | $0 |
| SIGITA ALIMENTI MD | TRUSTEE Trustee or director, Officer | 3 | $0 |
| MICHELLE BROWNING | SECRETARY (PARTIAL YEAR) Trustee or director | 2 | $0 |
| MICHAEL KALIN | TRUSTEE Trustee or director, Officer | 1 | $0 |
| DR MITZI KALIN | VICE PRESIDENT (PARTIAL YEAR) Trustee or director | 2 | $0 |
| MINDY O'BRIEN | TRUSTEE Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1022, BENTON HARBOR, MI 49023-1022
- Principal officer (990 for 2025)
- SVEN ERICKSON, PO BOX 1022, BENTON HARBOR, MI 49023
- Signed the 990
- SVEN ERICKSON, TREASURER
- Phone
- (269) 983-1191
- Website
- WWW.FORTMIAMIHERITAGE.ORG
- Return prepared by
- HUNGERFORD CPAS ADVISORS
Mission
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.
Program accomplishments
- 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.Expenses $90,736 · revenue $8,533
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1791320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $1,401,956
- Income (IRS master file)
- $1,211,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $67,024 | $117,074 | $1,401,956 | XML |
| 990 | December 2024 | $190,361 | $326,175 | $1,425,471 | XML |
| 990 | December 2023 | $148,227 | $407,993 | $1,562,615 | XML |
| 990 | December 2022 | $307,184 | $314,006 | $1,812,236 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1791320).
Questions about THE HERITAGE MUSEUM AND CULTURAL CENTER
- What is the EIN of THE HERITAGE MUSEUM AND CULTURAL CENTER?
- The employer identification number (EIN) of THE HERITAGE MUSEUM AND CULTURAL CENTER is 38-1791320.
- Is THE HERITAGE MUSEUM AND CULTURAL CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to THE HERITAGE MUSEUM AND CULTURAL CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HERITAGE MUSEUM AND CULTURAL CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE HERITAGE MUSEUM AND CULTURAL CENTER due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERITAGE MUSEUM AND CULTURAL CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE HERITAGE MUSEUM AND CULTURAL CENTER?
- The 990 for the year ended December 31, 2025 names SVEN ERICKSON.
- Who are the officers and directors of THE HERITAGE MUSEUM AND CULTURAL CENTER?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE HERITAGE MUSEUM AND CULTURAL CENTER have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $67,024, expenses of $117,074 and total assets of $1,401,956 at year end.
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All nonprofits in BENTON HARBOR · Michigan · Arts, culture and humanities