Skip to content
Nonprofiteer
← THE HERITAGE MUSEUM AND CULTURAL CENTER

Form 990 for tax year 2023

Filed by THE HERITAGE MUSEUM AND CULTURAL CENTER.

Totals

Total revenue
$148,227
Total expenses
$407,993
Contributions and grants received
$109,413
Grants paid
$0
Program service revenue
$17,480
Investment income
$357
Other revenue
$20,977
Total assets, end of year
$1,562,615
Total liabilities, end of year
$24,733
Net assets or fund balances, end of year
$1,537,882
Program services expenses (Part IX)
$315,785
Management and general expenses
$92,208
Fundraising expenses
$0
Program service expenses (Part III)
$315,785

Program services were 77.4% 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

    $109,413

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

    total $17,480 · related or exempt $17,480

  • 3 · Investment income

    total $357 · unrelated business $357

  • 6a · Gross rents

    real property $56,205

  • 6b · Less rental expenses

    real property $35,681

  • 6c · Rental income or loss

    real property $20,524

  • 6d · Net rental income or loss

    total $20,524 · excluded $20,524

  • 8a · Fundraising events: gross income

    $2,125

  • 8b · Fundraising events: direct expenses

    $1,672

  • 8c · Net income from fundraising events

    total $453 · excluded $453

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $90,000 · program services $81,000 · management and general $9,000

  • 7 · Other salaries and wages

    total $47,236 · program services $42,512 · management and general $4,724

  • 10 · Payroll taxes

    total $13,674 · program services $12,307 · management and general $1,367

  • 11c · Fees: accounting

    total $7,729 · management and general $7,729

  • 12 · Advertising and promotion

    total $1,135 · program services $1,135

  • 13 · Office expenses

    total $14,389 · program services $9,353 · management and general $5,036

  • 16 · Occupancy

    total $36,939 · program services $27,704 · management and general $9,235

  • 22 · Depreciation, depletion and amortization

    total $90,186 · program services $45,093 · management and general $45,093

  • 23 · Insurance

    total $22,419 · program services $17,935 · management and general $4,484

  • 24a · Other expenses: REPAIRS

    total $54,154 · program services $48,739 · management and general $5,415

  • 24b · Other expenses: EXHIBIT

    total $22,585 · program services $22,585

  • 24c · Other expenses: PARKING LOT FEES

    total $6,300 · program services $6,300

  • 24d · Other expenses: BANK AND CREDIT CARD FE

    total $1,247 · program services $1,122 · management and general $125

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $63,083 · end of year $28,850

  • 2 · Savings and temporary cash investments

    beginning of year $165,693 · end of year $17,610

  • 3 · Pledges and grants receivable

    beginning of year $21,753 · end of year $21,753

  • 8 · Inventories for sale or use

    beginning of year $3,842 · end of year $3,842

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

    $3,210,726

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

    $1,997,874

  • 10c · Land, buildings and equipment, net

    beginning of year $1,303,038 · end of year $1,212,852

  • 15 · Other assets

    beginning of year $254,827 · end of year $277,708

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,430 · end of year $14,625

  • 19 · Deferred revenue

    beginning of year $23,039 · end of year $10,108

  • 27 · Net assets without donor restrictions

    beginning of year $1,542,638 · end of year $1,282,872

  • 28 · Net assets with donor restrictions

    beginning of year $232,129 · end of year $255,010

Mission and programs · 2023

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 MUSEUM EDUCATES THE COMMUNITY ON HISTORY AND CULTURE.

  • 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.

    Expenses $315,785 · Revenue $17,480

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laurie M Marshall

    PRESIDENT (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    3

  • Sven Erickson DDS

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • Elizabeth Garey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jody Conybeare

    SECRETARY (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    0.25

  • Barbara Sistrunk

    TRUSTEE (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Dennis Szymanski MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Garey

    PRESIDENT (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    5

  • Sigita Alimenti MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Michelle Browning

    SECRETARY (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    2

  • Michael Kalin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Mitzi Kalin

    VICE PRESIDENT (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    2

  • Mindy O'Brien

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Dr Marco Tomasi

    EXECUTIVE DIRECTOR

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
2023
Filed
18 June 2024
IRS schema version
2023v5.1
Source object
202411729349300611

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.