2024-05-03T13:40:00-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-01-01 844694201 HERITAGE AND RESEARCH CENTER AT SAINT MARYS INC HERI 5742845551 100 CENTER BUILDING NOTRE DAME IN 46556 SISTER SUZANNE BRENNAN TREASURER 5742845551 2024-04-29 1 SISTER SUZANNE BRENNAN 999009999 1 TINA PETERS P00904574 2483757100 2024-04-29 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z SISTER SUZANNE BRENNAN 100 CENTER BUILDING NOTRE DAME IN 46556 30000 0 X N/A X 2020 IN THE MISSION OF THE HERITAGE AND RESEARCH CENTER AT SAINT MARY'S (HARC) IS TO PRESERVE AND HONOR THE RICH HISTORY OF WOMEN RELIGIOUS AND THEIR SPONSORED MINISTRIES THROUGH PARTNERSHIP AND COLLABORATION OF CONGREGATIONS OF WOMEN RELIGIOUS AND SAINT MARY'S COLLEGE. 10 10 0 0 0 0 25000 30000 0 0 0 0 0 0 25000 30000 0 0 0 0 0 0 0 0 0 299734 320951 299734 320951 -274734 -290951 945584 678093 0 0 945584 678093 THE MISSION OF THE HERITAGE AND RESEARCH CENTER AT SAINT MARY'S (HARC) IS TO PRESERVE AND HONOR THE RICH HISTORY OF WOMEN RELIGIOUS AND THEIR SPONSORED MINISTRIES THROUGH PARTNERSHIP AND COLLABORATION OF CONGREGATIONS OF WOMEN RELIGIOUS AND SAINT MARY'S COLLEGE. 0 0 THE HERITAGE AND RESEARCH CENTER AT SAINT MARY'S (HARC) HAS BEEN WORKING TO PLAN OPERATIONS FOR HARC THAT INCLUDE BUDGETING, DEVELOPMENT OF POLICIES AND BUILDING DESIGN. 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X SISTER SUZANNE BRENNAN 5742845551 100 CENTER BUILDING NOTRE DAME IL 46556 X MONTE ABBOT CHAIR 1.00 X X 0 0 0 SISTER CATHERINE OSIMO SECRETARY 1.00 X X 0 0 0 SISTER SUZANNE BRENNAN TREASURER 1.00 X X 0 0 0 JOSEPH THOMAS DIRECTOR 1.00 X 0 0 0 REBEKAH MCFARLAND DIRECTOR 1.00 X 0 0 0 JENNIFER HEAD DIRECTOR 1.00 X 0 0 0 JANICE BADER DIRECTOR 1.00 X 0 0 0 DANIEL FLOWERS DIRECTOR 1.00 X 0 0 0 ALAN STACHE DIRECTOR 1.00 X 0 0 0 FRED STRASSER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 30000 30000 30000 0 0 0 X 11976 11976 5242 5242 297181 297181 6552 6552 320951 0 320951 0 945584 566321 0 111772 945584 678093 0 0 X 945584 678093 945584 678093 945584 678093 -290951 23460 0 X 0 0 0 X 1225000 25000 30000 1280000 1225000 25000 30000 1280000 1280000 1280000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CONSTRUCTION IN PROGRESS 111772 111772 FORM 990, PART VI, SECTION A, LINE 2 SISTER SUZANNE BRENNAN AND DANIEL FLOWERS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE (1) CLASS OF MEMBERSHIP KNOWN AS THE "MEMBERS." THE MEMBERS SHALL BE THE PRESIDENT AND THOSE INDIVIDUAL SISTERS WHO ARE MEMBERS OF THE GENERAL ADMINISTRATION OF THE CONGREGATION OF THE SISTERS OF THE HOLY CROSS, A RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH AND WHO ARE DESIGNATED THEREBY TO SO SERVE. THE OFFICERS OF THE MEMBERS SHALL BE THE CHAIR, VICE CHAIR, AND SECRETARY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS: 1) TO APPROVE ALL BUDGETS FOR THE ORGANIZATION; 2) TO APPROVE ANY EXTRAORDINARY MAJOR CONTRACTS, AGREEMENTS, LOANS OR OBLIGATIONS TO WHICH THE ORGANIZATION IS A PARTY IF THE TRANSACTION IS IN EXCESS OF $100,000, EXCEPT FOR ALL CONTRACTS, AGREEMENTS, LOANS OR OBLIGATIONS THAT ARE APPROVED AS PART OF THE ANNUAL BUDGET; 3) TO BUY, SELL OR ENCUMBER REAL ESTATE; 4) TO AMEND THE BYLAWS OF THE CORPORATION; AND 5) TO AMEND THE ARTICLES OF INCORPORATION FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED UPON ITS COMPLETION BY EACH HARC BOARD MEMBER PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ADMINISTRATIVE MEMBERS, MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD ADVISORY COMMITTEES, MANAGEMENT TEAM EMPLOYEES, AGENTS, AND OTHER SELECT EMPLOYEES ARE ANNUALLY REQUIRED TO SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, THEY AGREE TO COMPLY WITH THE POLICY. TO THE EXTENT AN INDIVIDUAL HAS A POTENTIAL CONFLICT OF INTEREST, HE OR SHE SHOULD DISCLOSE IT ACCORDING TO THE POLICY. WHETHER OR NOT A POTENTIAL CONFLICT AMOUNTS TO AN ACTUAL CONFLICT IS A DECISION TO BE MADE BY THE ADMINISTRATIVE MEMBERS. THE ADMINISTRATIVE MEMBERS DETERMINE IF THE INDIVIDUAL WITH THE POTENTIAL CONFLICT CAN VOTE ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 AND 14: THE ORGANIZATION IS IN THE PROCESS OF DEVELOPING A NUMBER OF POLICIES INCLUDING A WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 293,830. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,830. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,351.