2024-06-20T13:16:03-05:00 2023-12-31 382184825 HUNGERFORD CPAS ADVISORS 800 SHIP ST 108 ST JOSEPH MI 49085 990 2023-01-01 381791320 THE HERITAGE MUSEUM AND CULTURAL CENTER HERI 2699831191 601 MAIN STREET ST JOSEPH MI 49085 SVEN ERICKSON TREASURER 2694291515 2024-06-18 1 SVEN ERICKSON 999009999 0 BRIAN M WISNESKI CPA P01072380 2699830534 2024-06-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SVEN ERICKSON 601 MAIN STREET ST JOSEPH MI 49085 185580 0 X WWW.THEHERITAGEMCC.ORG X 1965 MI THROUGH EXHIBITION AND RESEARCH, THE MUSEUM EDUCATES THE COMMUNITY ON HISTORY AND CULTURE. 14 13 18 0 357 0 245251 109413 7624 17480 542 357 53767 20977 307184 148227 0 0 0 0 53974 150910 0 0 0 260032 257083 314006 407993 -6822 -259766 1812236 1562615 37469 24733 1774767 1537882 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 315785 17480 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. IN 2023 THE HERITAGE TEAM RESEARCHED, DESIGNED, AND INSTALLED SIX MUSEUM EXHIBITS. FACES OF SOUTHWEST MICHIGAN: WINTER WONDERLAND, THE FIRST IN A DIGITAL, CROWD-SOURCED PUBLIC HISTORY EXHIBIT SERIES, WAS ADDED TO THE PARLOR ON THE MAIN LEVEL. ALSO DEBUTING AT THE HERITAGE WERE THE THE PAST IS PROLOGUE IN EXHIBIT HALL A, THE VENETIAN COLLECTION IN THE BALCONY VITRINE, THE CHINA COLLECTION IN THE SHEPARD HALL BALLROOM VITRINE, INDUSTRY AND COMMERCE IN SOUTHWEST MICHIGAN IN THE PARLOR AND THEN MOVED TO THE LOWER LEVEL, AND LAKESIDE VISIONS IN THE SPELMAN GALLERY ON THE LOWER LEVEL. IN ADDITION, UPDATES WERE MADE TO LIGHTING THE WAY: ST. JOSEPH'S FRESNEL LENSES AND THE BIG 3: BOAT AND SHIPBUILDING IN BENTON HARBOR AND ST. JOSEPH. DURING 2024 SIGNIFICANT WORK WAS CONDUCTED IN THE AREA OF CONTENT DEVELOPMENT FOR THE HERITAGE'S NEXT PERMANENT EXHIBIT. THE HEREITAGE'S ARCHIVES ARE THE HEART OF THE MUSEUM. THE ARCHIVES ARE CRITICAL TO DEVELOPMENT OF EXHIBITS, CONDUCTING RESEARCH, AND CREATION OF EDUCATIONAL CONTENT. IN 2023 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 2023.TOUR OPERATIONS INCLUDED TOUR AND EXHIBIT SERVICES FOR THE ST. JOSEPH NORTH PIER INNER AND OUTER LIGHTS. DESPITE MISSING OUT ON 12 OF THE LIMITED NUMBER OF AVAILABLE DAYS IN THE 2023 TOUR SEASON DUE TO WEATHER AND/OR LAKE CONDITIONS ALONG THE PIER, THE 2023 SEASON WAS A SUCCESS. THE SEASON RANKED SECOND ALL-TIME IN THE HISTORY OF THE PROGRAM IN BOTH VISITORS AND REVENUE COLLECTED, SIGNIFICANTLY OUTPERFORMING THE TYPICAL SUMMER. THE 2023 SEASON ALSO WITNESSED THE ADDITION OF TWO DIGITAL EXHIBITS IN THE INNER LIGHT, THE FIRST UPDATES TO THE HERITAGE'S EXHIBITS ON THE NORTH PIER IN MANY YEARS. 315785 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 1 1 0 0 0 0 0 0 0 0 0 0 1 3 0 1 18 1 0 0 0 0 0 0 0 0 0 0 X 14 13 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 LAURIE M MARSHALL PRESIDENT (PARTIAL YEAR) 3.00 X X 0 0 0 SVEN ERICKSON DDS TREASURER 8.00 X X 0 0 0 ELIZABETH GAREY TRUSTEE 3.00 X 0 0 0 JODY CONYBEARE SECRETARY (PARTIAL YEAR) 0.25 X X 0 0 0 BARBARA SISTRUNK TRUSTEE (PARTIAL YEAR) 1.00 X X 0 0 0 DENNIS SZYMANSKI MD TRUSTEE 1.00 X X 0 0 0 MICHAEL GAREY PRESIDENT (PARTIAL YEAR) 5.00 X 0 0 0 SIGITA ALIMENTI MD TRUSTEE 3.00 X X 0 0 0 MICHELLE BROWNING SECRETARY (PARTIAL YEAR) 2.00 X 0 0 0 MICHAEL KALIN TRUSTEE 1.00 X X 0 0 0 DR MITZI KALIN VICE PRESIDENT (PARTIAL YEAR) 2.00 X 0 0 0 MINDY O'BRIEN TRUSTEE 4.00 X X 0 0 0 DR MARCO TOMASI EXECUTIVE DIRECTOR 40.00 X 90000 0 0 90000 0 0 0 0 0 0 0 109413 109413 MUSEUM PROGRAMS AND SE 713990 17480 17480 17480 357 357 56205 35681 20524 20524 20524 2125 1672 453 453 148227 17480 357 20977 90000 81000 9000 47236 42512 4724 13674 12307 1367 7729 7729 1135 1135 14389 9353 5036 36939 27704 9235 90186 45093 45093 22419 17935 4484 REPAIRS 54154 48739 5415 EXHIBIT 22585 22585 PARKING LOT FEES 6300 6300 BANK AND CREDIT CARD FE 1247 1122 125 407993 315785 92208 0 63083 28850 165693 17610 21753 21753 3842 3842 3210726 1997874 1303038 1212852 254827 277708 1812236 1562615 14430 14625 23039 10108 37469 24733 X 1542638 1282872 232129 255010 1774767 1537882 1812236 1562615 X -259766 22881 X 0 0 0 X 159809 212921 132895 245251 111538 862414 162317 31965 93769 86367 73685 448103 57578 57578 379704 244886 226664 331618 185223 1368095 3625 3625 0 3625 3625 1364470 25240 27254 366 542 357 53759 25240 27254 366 542 357 53759 21121 864 21985 426065 273004 227030 332160 185580 1443839 0.94500 0.94400 0.03720 0.04290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 220827 35762 10809 2072 243708 282402 -48107 10760 2708 220827 259133 36058 10469 2320 282402 247674 24257 10477 2321 259133 221790 38890 10544 2462 247674 1.00000 1 0 93270 93270 2728638 1681045 1047593 153280 81291 71989 235538 235538 0 1212852 BENEFICIAL INTEREST IN ASSETS AT COMMUNITY FOUNDATION 243708 LIQUOR LICENSE 34000 277708 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. SIGITA ALIMENTI TRUSTEE 450 CONTRIBUTION TO ORGANIZATION 0 MICHELLE BROWNING TRUSTEE 1100 CONTRIBUTION TO ORGANIZATION 0 SVEN ERICKSON TREASURER 300 CONTRIBUTION TO ORGANIZATION 0 MICHAEL GAREY TRUSTEE 1250 CONTRIBUTION TO ORGANIZATION 0 MICHAEL MITZI KALIN TRUSTEE 100 CONTRIBUTION TO ORGANIZATION 0 LAURIE MARSHELL PRESIDENT 150 CONTRIBUTION TO ORGANIZATION 0 MELINDA O'BRIEN TRUSTEE 100 CONTRIBUTION TO ORGANIZATION 0 BARBARA SISTRUNK TRUSTEE 50 CONTRIBUTION TO ORGANIZATION 0 DENNIS ZYMANSKI TRUSTEE 100 CONTRIBUTION TO ORGANIZATION 0 MARCO TOMASI EXECUTIVE DIRECTOR 25 CONTRIBUTION TO ORGANIZATION 0 BARRY CONYBEARE FAMILY MEMBER OF TRUSTEE 500 CONTRIBUTION TO ORGANIZATION 0 BRIAN JANNA CONYBEARE FAMILY MEMBER OF TRUSTEE 500 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 22,881.