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Nonprofiteer
← THE HERITAGE MUSEUM AND CULTURAL CENTER

Form 990 for tax year 2025

Filed by THE HERITAGE MUSEUM AND CULTURAL CENTER.

Totals

Total revenue
$67,024
Total expenses
$117,074
Contributions and grants received
$61,195
Grants paid
$0
Program service revenue
$12,271
Investment income
-$3,738
Other revenue
-$2,704
Total assets, end of year
$1,401,956
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,401,956
Program services expenses (Part IX)
$90,736
Management and general expenses
$26,338
Fundraising expenses
$0
Program service expenses (Part III)
$90,736

Program services were 77.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $61,195

  • 2a · Program service revenue: MUSEUM PROGRAMS AND SERVICES

    total $12,271 · related or exempt $12,271

  • 6b · Less rental expenses

    real property $2,704

  • 6c · Rental income or loss

    real property -$2,704

  • 6d · Net rental income or loss

    total -$2,704 · excluded -$2,704

  • 7a · Gross sales of assets other than inventory

    other assets $1,137,750

  • 7b · Less cost or other basis and sales expenses

    other assets $1,141,488

  • 7c · Gain or loss

    other assets -$3,738

  • 7d · Net gain or loss

    total -$3,738 · related or exempt -$3,738

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $2,774 · management and general $2,774

  • 13 · Office expenses

    total $4,342 · program services $2,822 · management and general $1,520

  • 16 · Occupancy

    total $15,842 · program services $11,882 · management and general $3,960

  • 22 · Depreciation, depletion and amortization

    total $27,418 · program services $13,709 · management and general $13,709

  • 23 · Insurance

    total $11,016 · program services $8,813 · management and general $2,203

  • 24a · Other expenses: PARKING LOT FEES

    total $28,710 · program services $28,710

  • 24b · Other expenses: REPAIRS

    total $21,712 · program services $19,540 · management and general $2,172

  • 24c · Other expenses: EXHIBIT

    total $5,260 · program services $5,260

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,608 · end of year $14,893

  • 2 · Savings and temporary cash investments

    beginning of year $2,252 · end of year $192,917

  • 7 · Other notes and loans receivable

    end of year $900,000

  • 8 · Inventories for sale or use

    beginning of year $500 · end of year $500

  • 10a · Land, buildings and equipment: cost or other basis

    $1,737

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,737

  • 10c · Land, buildings and equipment, net

    beginning of year $1,122,666 · end of year $0

  • 15 · Other assets

    beginning of year $295,445 · end of year $293,646

  • 17 · Accounts payable and accrued expenses

    beginning of year $666

  • 25 · Other liabilities

    beginning of year $5,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,158,360 · end of year $1,108,310

  • 28 · Net assets with donor restrictions

    beginning of year $261,445 · end of year $293,646

Mission and programs · 2025

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.

Activities or mission (Part I)

THROUGH EXHIBITION AND RESEARCH, THE SOCIETY EDUCATES THE COMMUNITY ON HISTORY AND CULTURE.

  • 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

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sven Erickson DDS

    TREASURER

    Total calculated
    $0
    Hours/week
    12

  • Elizabeth Garey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Michael Garey

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Michael Kalin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Dr Mitzi Kalin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Mindy O'Brien

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
9 September 2026
IRS schema version
2025v4.2
Source object
202602539349301005

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