Form 990 for tax year 2023
Filed by HERITAGE MUSEUM OF ORANGE COUNTY.
Totals
- Total revenue
- $365,000
- Total expenses
- $502,612
- Contributions and grants received
- $90,400
- Grants paid
- $0
- Program service revenue
- $183,740
- Investment income
- $0
- Other revenue
- $90,860
- Total assets, end of year
- $1,933,622
- Total liabilities, end of year
- $178,029
- Net assets or fund balances, end of year
- $1,755,593
- Program services expenses (Part IX)
- $362,034
- Management and general expenses
- $85,154
- Fundraising expenses
- $55,424
- Program service expenses (Part III)
- $362,034
Program services were 72.0% 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.
-
1c · Fundraising events
$14,668
-
1f · All other contributions, gifts and grants
$75,732
-
2a · Program service revenue: Educational Fees
total $183,740 · related or exempt $183,740
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $238,131
-
6b · Less rental expenses
real property $146,124
-
6c · Rental income or loss
real property $92,007
-
6d · Net rental income or loss
total $92,007 · excluded $92,007
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: contributions included on line 1c
$14,668
-
8b · Fundraising events: direct expenses
$1,147
-
8c · Net income from fundraising events
total -$1,147 · excluded -$1,147
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $70,846 · program services $54,551 · management and general $12,753 · fundraising $3,542
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $205,486 · program services $158,225 · management and general $19,174 · fundraising $28,087
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $6,326 · program services $4,871 · management and general $633 · fundraising $822
-
10 · Payroll taxes
total $20,841 · program services $16,048 · management and general $2,408 · fundraising $2,385
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $5,137 · program services $4,110 · fundraising $1,027
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $3,052 · program services $2,350 · management and general $305 · fundraising $397
-
17 · Travel
total $707 · program services $544 · management and general $71 · fundraising $92
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $32,640 · management and general $32,640
-
23 · Insurance
total $17,647 · program services $13,588 · management and general $3,177 · fundraising $882
-
24a · Other expenses: Outside services
total $59,839 · program services $46,076 · management and general $5,984 · fundraising $7,779
-
24b · Other expenses: Repairs and Maintenance
total $27,977 · program services $21,542 · management and general $2,798 · fundraising $3,637
-
24c · Other expenses: Supplies
total $13,325 · program services $10,260 · management and general $1,333 · fundraising $1,732
-
24d · Other expenses: Utilities
total $12,977 · program services $9,992 · management and general $1,298 · fundraising $1,687
-
24e · All other expenses
total $25,812 · program services $19,877 · management and general $2,580 · fundraising $3,355
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $295,653 · end of year $241,148
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $108,059 · end of year $96,128
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $500 · end of year $500
-
9 · Prepaid expenses and deferred charges
beginning of year $5,178 · end of year $1,550
-
10a · Land, buildings and equipment: cost or other basis
$3,191,944
-
10b · Land, buildings and equipment: accumulated depreciation
$1,597,649
-
10c · Land, buildings and equipment, net
beginning of year $1,626,942 · end of year $1,594,295
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $1
-
17 · Accounts payable and accrued expenses
beginning of year $51,793 · end of year $75,327
-
19 · Deferred revenue
beginning of year $86,906 · end of year $98,702
-
25 · Other liabilities
beginning of year $4,500 · end of year $4,000
-
27 · Net assets without donor restrictions
beginning of year $1,893,133 · end of year $1,755,593
Mission and programs · 2023
Mission
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.
-
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, Indigeneous, Riparian, Treats), aimed at kindergarten through 2nd grade students and hosted in our 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.
Expenses $362,034 · Revenue $183,740
As filed on the 2023 return.
Listed in Part VII
-
Candace Chromy
Executive Dir.
- Total calculated
- $52,500
- From this org
- $52,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jamie Hiber
Executive Dir.
- Total calculated
- $18,346
- From this org
- $18,346
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Mark Anthony Paredes
President
- Total calculated
- $0
- Hours/week
- 1
-
Ismael Soto
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Gloria Alvarado
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Norma Kurtz
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Caroline Smith
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jessie Mosqueda
Director
- Total calculated
- $0
- Hours/week
- 1
-
Manuel Chavez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Wang
Director
- Total calculated
- $0
- Hours/week
- 1
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
- 24 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500839349301315
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