2024-08-02T12:45:44-05:00 2023-09-30 842953567 TRIMNERBECKHAM PLLC 1750 TYSONS BLVD SUITE 1500 MCLEAN VA 22102 990 2022-10-01 237296470 HERITAGE FARMSTEAD ASSOCIATION HERI 9728810140 1900 WEST 15TH STREET PLANO TX 75075 M'LOU HYTTINEN EXECUTIVE DIRECTOR 9728810140 2024-07-31 1 0 DAVID TRIMNER P00444822 7036631756 2022 2024-08-08 14:25:15Z M'LOU HYTTINEN 1900 WEST 15TH STREET PLANO TX 75075 992304 0 X WWW.HERITAGEFARMSTEAD.ORG X 1973 TX PRESERVE AN HISTORIC TEXAS FARMSTEAD SO PEOPLE CAN EXPERIENCE AND LEARN FROM OUR AGRARIAN ROOTS 14 14 14 140 0 0 625333 633995 229257 276937 99 424 69786 62592 924475 973948 0 0 0 0 402349 472837 0 0 23676 437027 402628 839376 875465 85099 98483 1143025 1238903 73363 62012 1069662 1176891 X THE HERITAGE FARMSTEAD MUSEUM'S MISSION IS TO PRESERVE A HISTORIC TEXAS FARMSTEAD WHERE PEOPLE CAN EXPERIENCE AND LEARN FROM OUR AGRARIAN ROOTS. 0 0 732000 282039 THE PLANO HERITAGE ASSOCIATION SAVED THIS HISTORIC SITE FROM DEMOLITION IN 1973 AND HAS PROVIDED PROFESSIONAL MUSEUM EDUCATION AND PRESERVATION SERVICES FOR THE HISTORIC HOUSE AND SITE FOR OVER 50 YEARS. THE HERITAGE FARMSTEAD MUSEUM IS THE PREMIER HERITAGE RESOURCE IN PLANO, TEXAS. OVER 350,000 STUDENTS HAVE BEEN AFFORDED ENHANCED EDUCATIONAL OPPORTUNITIES THROUGH SCHOOL FIELDTRIPS AND OUTREACH PROGRAMS OVER THE PAST 50 YEARS. THIS MUSEUM HAS ACHIEVED NATIONAL, STATE AND LOCAL RECOGNITION: LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, DESIGNATED BY THE CITY OF PLANO AND THE STATE OF TEXAS AS A HISTORIC LANDMARK, AN ACCREDITED MUSEUM BY THE AMERICAN ALLIANCE OF MUSEUMS. IN 2016 THE COLLIN COUNTY HISTORICAL COMMISSION AWARDED THE HERITAGE FARMSTEAD MUSEUM THEIR HIGHEST HONOR, THE COLLIN MCKINNEY ACHIEVEMENT AWARD RECOGNIZING THE OUTSTANDING ACHIEVEMENTS OF A HISTORICAL MUSEUM THAT ACTIVELY WORKS TO PROMOTE THE HERITAGE OF THE COUNTY THROUGH PROJECTS, EDUCATION, AND HISTORICAL TOURISM. THE MUSEUM'S CREATION AND FACILITATION OF THE PLANO INDEPENDENT SCHOOL DISTRICT THIRD GRADE PROGRAM WAS RECOGNIZED BY COLLIN COUNTY'S HISTORICAL COMMISSION DISTINGUISHED AS THE PREMIER INSTITUTION IN THE COUNTY FOR EXCELLENCE IN EDUCATION. THE HERITAGE FARMSTEAD MUSEUM'S OUTSTANDING ACHIEVEMENT IN THE DIRECTION OF HERITAGE PRESERVATION CONTINUES STRONGLY INTO THE FUTURE WITH THE ADDITION OF A 5-YEAR VISION PLAN. THE VISION PLAN INVOLVED THE JOINT EFFORT OF THE HERITAGE FARMSTEAD MUSEUM STAFF AND VOLUNTEERS, ARCHITECT, LANDSCAPE ARCHITECT, WITH GENEROUS SUPPORT FROM THE CITY OF PLANO. ENGAGING IN A COMPREHENSIVE, TIMELY AND FORMAL MASTER PLAN FOR THE FUTURE SUPPORTS THE CONTINUED EFFORT TO MEET THE NEEDS OF THE MUSEUM'S AUDIENCES AND COMMUNITY. THE MUSEUM'S VISION PLAN WAS RECOGNIZED BY THE AMERICAN SOCIETY OF LANDSCAPE ARCHITECTS WHEN IT RECEIVED A MERIT AWARD OF EXCELLENCE IN PLANNING. 732000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 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 1 21 0 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X SUSAN LEIGH 9728810140 1900 WEST 15TH STREET PLANO TX 75075 DAVID STOLLE PRESIDENT 1.00 X X 0 0 0 BRITTNEA USSERY-DANIEL 1ST VICE PRESIDENT 1.00 X X 0 0 0 JOAN STEPHENS TREASURER 1.00 X X 0 0 0 THERESA CAVER SECRETARY 1.00 X X 0 0 0 JUDY AERDTS TRUSTEE 1.00 X 0 0 0 GARRETT ALLDREDGE TRUSTEE 1.00 X 0 0 0 GLENDA MAY TRUSTEE (LEFT IN 09/2023) 1.00 X 0 0 0 YOLANDA MCGAW TRUSTEE 1.00 X 0 0 0 SUZANNE DROTMAN TRUSTEE 1.00 X 0 0 0 GANISH NARAYAN TRUSTEE 1.00 X 0 0 0 GLORIANE FERNANDEZ TRUSTEE 1.00 X 0 0 0 LUKE SHERTZER TRUSTEE 1.00 X 0 0 0 SARAH WELLS MACIAS TRUSTEE 1.00 X 0 0 0 ANTHONY WILSON TRUSTEE 1.00 X 0 0 0 COURTNEY ECHOLS TRUSTEE 1.00 X 0 0 0 M'LOU HYTTINEN EXECUTIVE DIRECTOR 40.00 X 109500 0 0 109500 0 0 1 0 0 0 0 30045 478292 125658 1000 633995 EDUCATIONAL PROGRAMS 900099 237117 237117 ADMISSIONS 900099 24000 24000 MEMBERSHIP DUES 900099 15820 15820 276937 424 424 22115 1750 20365 20365 20365 52149 30045 15985 36164 36164 5102 621 4481 4481 1582 1582 1582 973948 281418 0 58535 103000 79213 18637 5150 320382 246394 57968 16020 15155 13119 1184 852 34300 25436 7210 1654 1500 1500 1986 83 1903 87334 75602 11732 2525 2525 56817 56817 3012 3012 89780 89780 12129 12129 HERITAGE PROJECT 73892 73892 EDUCATIONAL PROGRAMS 54103 54103 LIVESTOCK EXPENSES 14264 14264 MEMBERSHIP DUES 1989 1989 3297 3297 875465 732000 119789 23676 18806 78283 347215 350026 16328 23793 4392 7451 8092 14571 2455358 1786396 662604 668962 85588 95817 1143025 1238903 2312 5759 71051 56253 73363 62012 X 1006881 1174788 62781 2103 1069662 1176891 1143025 1238903 98483 10230 -1484 0 X 0 1 X 1 0 X 636187 570523 551804 625333 633995 3017842 636187 570523 551804 625333 633995 3017842 3017842 26395 17034 41049 46102 22539 153119 36164 36164 135049 67250 69786 1582 273667 3480792 765622 0.86700 0.91940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2292186 1650355 641831 163172 136041 27131 668962 X 1076559 10230 74025 84255 992304 -18356 -18356 973948 967846 74025 18356 92381 875465 0 875465 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. AS OF SEPTEMBER 30, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND DOES NOT EXPECT THIS TO CHANGE IN THE NEXT TWELVE MONTHS. FEDERAL TAX RETURNS OF THE ORGANIZATION ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF 3 YEARS FROM THE DATE THE RETURNS ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -621. SPECIAL EVENT EXPENSES -15,985. RENTAL EXPENSES -1,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 621. SPECIAL EVENT EXPENSES 15,985. RENTAL EXPENSES 1,750. FRIENDS OF THE FARMSTEAD 82194 30045 52149 2740 1322 2500 9423 82194 30045 52149 2740 1322 2500 9423 15985 36164 FORM 990, PART VI, SECTION A, LINE 2 THERESA CAVER AND GARRETT ALLDREDGE ARE RELATED FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. A COPY OF THE RETURN WAS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT BY COMPLETING AN ANNUAL QUESTIONNAIRE TO DISCLOSE THE MATERIAL FACTS ABOUT CONFLICTS OF INTEREST. WHERE AN ACTUAL OR POTENTIAL CONFLICT EXISTS BETWEEN THE INTERESTS OF THE HERITAGE FARMSTEAD ASSOCIATION AND AN INTERESTED PARTY WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE ASSOCIATION SHALL REFRAIN FROM THE PROPOSED ACTION OR TRANSACTION UNTIL THE PROPOSED ACTION OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD. AN INTERESTED PARTY WHO HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION OR TRANSACTION OF THE CORPORATION SHALL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING OF THE ORGANIZATION WITH RESPECT TO SUCH ACTION OR TRANSACTION. THE INTERESTED PARTY MAY, UPON REQUEST, BE AVAILABLE TO ANSWER QUESTIONS OR PROVIDE MATERIAL INFORMATION ABOUT THE PROPOSED ACTION OR TRANSACTION. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE ORGANIZATION AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL BE BY VOTE OF A MAJORITY OF DIRECTORS IN ATTENDANCE AT A MEETING AT WHICH A QUORUM IS PRESENT. THE MINUTES OF THE MEETING SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION BY THE INTERESTED PARTY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.