2024-04-29T14:59:50-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 953665050 HERITAGE MUSEUM OF ORANGE COUNTY HERI 7145400404 3101 W HARVARD ST SANTA ANA CA 92704 CANDACE CHROMY EXECUTIVE DIRECTOR 7145400404 2024-04-25 1 CANDACE CHROMY 999009999 0 BRIAN YACKER P00401346 9492222999 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CANDACE CHROMY 3101 W HARVARD ST SANTA ANA CA 92704 614088 0 X WWW.HERITAGEMUSEUMOC.ORG X 1982 CA DEDICATED TO PRESERVING, PROMOTING, AND RESTORING THE HERITAGE OF ORANGE COUNTY AND THE SURROUNDING REGION THROUGH QUALITY HANDS-ON EDUCATIONAL PROGRAMS FOR STUDENTS AND VISITORS OF ALL AGES. 8 8 21 8 0 0 73068 191868 87893 158529 1019 0 154831 93198 316811 443595 0 0 0 0 202987 230466 0 0 41496 172950 246454 375937 476920 -59126 -33325 2205782 2036332 279324 143199 1926458 1893133 X DEDICATED TO PRESERVING, PROMOTING, AND RESTORING THE HERITAGE OF ORANGE COUNTY AND THE SURROUNDING REGION THROUGH QUALITY HANDS-ON EDUCATIONAL PROGRAMS FOR STUDENTS AND VISITORS OF ALL AGES. 0 0 283750 158529 WE CONTINUE TO ENHANCE OUR PROGRAMMING TO ACCOMMODATE THE CALIFORNIA EDUCATION STANDARDS IN SOCIAL STUDIES, ENGLISH, PERFORMING ARTS, AND SCIENCES. WE MANAGED TO GROW OUR NEWEST PROGRAMS: "EXPLORATION AND TECHNOLOGY", AIMED AT 5TH GRADE STUDENTS TO MEET THE REQUIRED SOCIAL STUDIES AND SCIENCE STANDARDS, AND D.I.R.T (DELICIOUS, INDIGENOUS, RIPARIAN, TREATS), AIMED AT KINDERGARTEN THROUGH 2ND GRADE STUDENTS AND HOSTED IN OUR NATURAL AREA TO HELP STUDENTS CONNECT TO THEIR FOOD SYSTEMS AND NATURAL ENVIRONMENT. WE OFFER ADDITIONAL PRESCHOOL AND EARLY EDUCATION LITERACY PROGRAMS, A CHILDREN'S GARDEN, AND AGRICULTURAL AND ECOLOGICAL LEARNING OPPORTUNITIES. WE TURNED OUR STRATEGIC VISION TO OFFER PROGRAMS FOR SECONDARY STUDENTS AND A TRUE STRATEGIC PLAN. WE HOSTED HIGH SCHOOL STUDENTS ONSITE TO LEARN ORGANIZATIONAL MANAGEMENT, DOCENT SKILLS, AND ARCHIVAL METHODOLOGY. WE CONTINUED OUR PEOPLE'S HISTORY OF OC SUMMER PROGRAM WITH LOCAL HIGH SCHOOL HISTORY DEPARTMENTS, WHERE STUDENTS ARE ABLE TO DELVE INTO THEIR OWN PERSONAL HISTORY AND APPRECIATE CULTURAL DIVERSITY. WITH THE LAUNCH OF OUR "UNKNOWN HISTORIES" MURAL PROJECT, WE WERE ABLE TO WELCOME MORE HIGH SCHOOL STUDENTS ONSITE TO LEARN DIRECTLY FROM COMMUNITY MEMBERS AND THEN INTERPRET THEIR ORAL HISTORIES INTO MURALS THAT WILL BE PERMANENT INSTALLATIONS ON MUSEUM GROUNDS. 283750 1 1 0 0 0 0 0 1 0 0 1 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 1 5 0 1 21 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 7145400404 3101 W HARVARD ST SANTA ANA CA 92704 MARK ANTHONY PAREDES PRESIDENT 1.00 X X 0 0 0 ISMAEL SOTO VICE PRESIDENT 1.00 X X 0 0 0 GLORIA ALVARADO TREASURER 1.00 X X 0 0 0 NORMA KURTZ SECRETARY 1.00 X X 0 0 0 CAROLINE SMITH DIRECTOR 1.00 X 0 0 0 JESSIE MOSQUEDA DIRECTOR 1.00 X 0 0 0 MANUEL CHAVEZ DIRECTOR 1.00 X 0 0 0 JENNIFER WANG DIRECTOR 1.00 X 0 0 0 JAMIE HIBER EXECUTIVE DIRECTOR 40.00 X 69118 0 0 69118 0 0 0 0 0 0 0 13702 91022 87144 191868 EDUCATIONAL FEES 900099 158529 158529 158529 263072 169338 93734 93734 93734 0 13702 1155 -1155 -1155 619 0 619 619 443595 158529 0 93198 X 70512 23504 23504 23504 139799 107645 25164 6990 20155 15519 3628 1008 7511 7511 67251 49654 14372 3225 4103 3160 738 205 16864 8434 8430 34959 26918 6293 1748 2379 1831 429 119 32640 32640 23376 1762 21500 114 REPAIRS & MAINTENANCE 38837 29905 6990 1942 PROGRAM EXPENSE 11368 11368 0 0 DUES & SUBSCRIPTIONS 2642 2035 475 132 SPECIAL EVENT EXPENSE 2509 0 0 2509 2015 2015 476920 283750 151674 41496 438184 295653 74836 108059 500 500 17320 5178 3176591 1549649 1674942 1626942 2205782 2036332 45278 51793 159914 86906 49430 0 24702 4500 279324 143199 X 0 0 0 0 1926458 1893133 1926458 1893133 2205782 2036332 -33325 0 X 0 0 0 X 178782 76712 311089 73068 191868 831519 679194 679194 679194 679194 2716776 178782 755906 990283 752262 871062 3548295 27407 3520888 222874 253260 89593 332868 263072 1161667 9821 7879 516 18216 1451 1451 4729629 633397 0.74440 0.72300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 1,451. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85342 X X X 0 1905739 648839 1256900 1072702 797449 275253 21127 20765 362 177023 82596 94427 1626942 SECURITY DEPOSIT 4500 4500 PART III, LINE 4: HMOC USES OUR COLLECTIONS ON DISPLAY TO THE PUBLIC TO CREATE HANDS-ON, MINDS-ON EDUCATIONAL EXPERIENCES FOR STUDENTS AND VISITORS OF ALL AGES. GUESTS CAN SEE THE INTERIOR OF OLD BUILDINGS AS WELL AS ARTIFACTS IN USE SUCH AS THE VICTROLA, TELEPHONES, AND ORGAN. CURRENTLY, OUR PRIVATE COLLECTIONS ARE OF BENEFIT TO COLLEGE STUDENTS ACROSS THE COUNTRY FOR RESEARCH AND ANALYSIS PURPOSES. THROUGH OUR VIRTUAL EXHIBITIONS, OUR AUDIENCE HAS EXPANDED WITH A WIDER REACH, ELIMINATING REGIONAL CHALLENGES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION WAS BASED ON HISTORICAL COST AT THAT TIME AND FAMILIARITY WITH HMOC OPERATIONS; THE DIRECTOR WAS HIRED FROM WITHIN THE AGENCY. THE BOARD MEMBERS REVIEW AND APPROVE SALARY LEVEL WITHIN BUDGET, WHICH IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 10,241. MANAGEMENT AND GENERAL EXPENSES 2,394. FUNDRAISING EXPENSES 666. TOTAL EXPENSES 13,301. PAYROLL PROCESSING SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,765. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 39,413. MANAGEMENT AND GENERAL EXPENSES 9,213. FUNDRAISING EXPENSES 2,559. TOTAL EXPENSES 51,185.