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Nonprofiteer
← HERITAGE MUSEUM OF ORANGE COUNTY

Form 990 for tax year 2022

Filed by HERITAGE MUSEUM OF ORANGE COUNTY.

Totals

Total revenue
$443,595
Total expenses
$476,920
Contributions and grants received
$191,868
Grants paid
$0
Program service revenue
$158,529
Investment income
$0
Other revenue
$93,198
Total assets, end of year
$2,036,332
Total liabilities, end of year
$143,199
Net assets or fund balances, end of year
$1,893,133
Program services expenses (Part IX)
$283,750
Management and general expenses
$151,674
Fundraising expenses
$41,496
Program service expenses (Part III)
$283,750

Program services were 59.5% 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.

  • 1c · Fundraising events

    $13,702

  • 1e · Government grants (contributions)

    $91,022

  • 1f · All other contributions, gifts and grants

    $87,144

  • 2a · Program service revenue: EDUCATIONAL FEES

    total $158,529 · related or exempt $158,529

  • 6a · Gross rents

    real property $263,072

  • 6b · Less rental expenses

    real property $169,338

  • 6c · Rental income or loss

    real property $93,734

  • 6d · Net rental income or loss

    total $93,734 · excluded $93,734

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $13,702

  • 8b · Fundraising events: direct expenses

    $1,155

  • 8c · Net income from fundraising events

    total -$1,155 · excluded -$1,155

  • 10a · Gross sales of inventory

    $619

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $619 · excluded $619

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $70,512 · program services $23,504 · management and general $23,504 · fundraising $23,504

  • 7 · Other salaries and wages

    total $139,799 · program services $107,645 · management and general $25,164 · fundraising $6,990

  • 10 · Payroll taxes

    total $20,155 · program services $15,519 · management and general $3,628 · fundraising $1,008

  • 11c · Fees: accounting

    total $7,511 · management and general $7,511

  • 11g · Fees: other

    total $67,251 · program services $49,654 · management and general $14,372 · fundraising $3,225

  • 12 · Advertising and promotion

    total $4,103 · program services $3,160 · management and general $738 · fundraising $205

  • 13 · Office expenses

    total $16,864 · program services $8,434 · management and general $8,430

  • 16 · Occupancy

    total $34,959 · program services $26,918 · management and general $6,293 · fundraising $1,748

  • 19 · Conferences, conventions and meetings

    total $2,379 · program services $1,831 · management and general $429 · fundraising $119

  • 22 · Depreciation, depletion and amortization

    total $32,640 · management and general $32,640

  • 23 · Insurance

    total $23,376 · program services $1,762 · management and general $21,500 · fundraising $114

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $38,837 · program services $29,905 · management and general $6,990 · fundraising $1,942

  • 24b · Other expenses: PROGRAM EXPENSE

    total $11,368 · program services $11,368 · management and general $0 · fundraising $0

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $2,642 · program services $2,035 · management and general $475 · fundraising $132

  • 24d · Other expenses: SPECIAL EVENT EXPENSE

    total $2,509 · program services $0 · management and general $0 · fundraising $2,509

  • 24e · All other expenses

    total $2,015 · program services $2,015

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $438,184 · end of year $295,653

  • 4 · Accounts receivable

    beginning of year $74,836 · end of year $108,059

  • 8 · Inventories for sale or use

    beginning of year $500 · end of year $500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,320 · end of year $5,178

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

    $3,176,591

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

    $1,549,649

  • 10c · Land, buildings and equipment, net

    beginning of year $1,674,942 · end of year $1,626,942

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,278 · end of year $51,793

  • 19 · Deferred revenue

    beginning of year $159,914 · end of year $86,906

  • 24 · Unsecured notes and loans payable

    beginning of year $49,430 · end of year $0

  • 25 · Other liabilities

    beginning of year $24,702 · end of year $4,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,926,458 · end of year $1,893,133

Mission and programs · 2022

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, 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.

    Expenses $283,750 · Revenue $158,529

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • 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

  • Jamie Hiber

    EXECUTIVE DIRECTOR

    Total calculated
    $69,118
    From this org
    $69,118
    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
2022
Filed
25 April 2024
IRS schema version
2022v5.0
Source object
202441209349300144

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