2023-09-25T14:29:16-05:00 2022-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2021-07-01 953665050 HERITAGE MUSEUM OF ORANGE COUNTY HERI 7145400404 3101 W HARVARD ST SANTA ANA CA 92704 MARK ANTHONY PAREDES PRESIDENT 7145400404 2023-08-30 1 MARK ANTHONY PAREDES 999009999 BRIAN YACKER P00401346 9492222999 2023-08-30 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK ANTHONY PAREDES 3101 W HARVARD ST SANTA ANA CA 92704 493829 0 X WWW.HERITAGEMUSEUMOC.ORG X 1982 CA 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. 8 8 14 8 0 0 311089 73068 33715 87893 585 1019 -85547 154831 259842 316811 0 0 0 0 214254 202987 0 0 15916 172711 172950 386965 375937 -127123 -59126 2537724 2205782 563871 279324 1973853 1926458 X 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. 0 0 253956 87893 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. 253956 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 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 4 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 7145400404 3101 W HARVARD ST SANTA ANA CA 92704 MARK ANTHONY PAREDES PRESIDENT 1.00 X X 0 0 0 ISMAEL SOTO VICE PRESIDENT 1.00 X X 0 0 0 GLORIA ALVARADO TREASURER 1.00 X X 0 0 0 NORMA KURTZ SECRETARY 1.00 X X 0 0 0 CAROLINE SMITH DIRECTOR 3.00 X 0 0 0 JESSIE MOSQUEDA DIRECTOR 1.00 X 0 0 0 MANUEL CHAVEZ DIRECTOR 1.00 X 0 0 0 JENNIFER WANG DIRECTOR 1.00 X 0 0 0 JAMIE HIBER EXECUTIVE DIRECTOR 55.00 X 68852 0 0 68852 0 0 0 0 0 0 0 13246 15000 44822 73068 EDUCATIONAL FEES 900099 87893 87893 87893 1019 1019 331849 175677 156172 156172 156172 0 13246 1341 -1341 -1341 316811 87893 0 155850 X 66782 51422 12021 3339 112267 86446 20208 5613 1099 846 198 55 22839 17586 4111 1142 10001 10001 46252 35614 8325 2313 3316 2653 663 17027 8516 8511 10483 8072 1887 524 309 238 56 15 32640 32640 20825 16035 3749 1041 REPAIRS & MAINTENANCE 19006 14634 3421 951 PROGRAM EXPENSE 7885 7885 DUES & SUBSCRIPTIONS 5166 3978 930 258 STAFF TRNG & RECRUIT 40 31 7 2 375937 253956 106065 15916 603965 438184 75641 74836 500 500 40542 17320 3176591 1501649 1817076 1674942 2537724 2205782 100335 45278 168947 159914 49430 49430 245159 24702 563871 279324 X 0 0 0 0 1973853 1926458 1973853 1926458 2537724 2205782 -59126 11731 0 X 0 0 0 X 510665 178782 76712 311089 73068 1150316 679194 679194 679194 2037582 510665 178782 755906 990283 752262 3187898 24492 3163406 258951 222874 253260 89593 332868 1157546 10305 9821 7879 516 28521 1451 1451 4375416 693056 0.72300 0.64080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85342 X X X 0 1905739 628740 1276999 1072702 772749 299953 21127 20122 1005 177023 80038 96985 1674942 SECURITY DEPOSIT 24702 24702 PART III, LINE 4: HMOC USES OUR COLLECTIONS ON DISPLAY TO THE PUBLIC TO CREATE HANDS-ON, MINDS-ON EDUCATIONAL EXPERIENCES FOR STUDENTS AND VISITORS OF ALL AGES. GUESTS CAN SEE THE INTERIOR OF OLD BUILDINGS AS WELL AS ARTIFACTS IN USE SUCH AS THE VICTROLA, TELEPHONES, AND ORGAN. CURRENTLY, OUR PRIVATE COLLECTIONS ARE OF BENEFIT TO COLLEGE STUDENTS ACROSS THE COUNTRY FOR RESEARCH AND ANALYSIS PURPOSES. THROUGH OUR VIRTUAL EXHIBITIONS, OUR AUDIENCE HAS EXPANDED WITH A WIDER REACH, ELIMINATING REGIONAL CHALLENGES. ROYAL ASCOT TEA 6290 6290 509 HOLLY BERRY TEA 4270 4270 683 1 2686 2686 149 13246 13246 1341 1341 -1341 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS REVIEW COMPARABLE SALARY SURVEYS AND APPROVE SALARY LEVEL WITHIN BUDGET WHICH IS APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 27,964. MANAGEMENT AND GENERAL EXPENSES 6,537. FUNDRAISING EXPENSES 1,816. TOTAL EXPENSES 36,317. PAYROLL PROCESSING SERVICE: PROGRAM SERVICE EXPENSES 2,748. MANAGEMENT AND GENERAL EXPENSES 642. FUNDRAISING EXPENSES 179. TOTAL EXPENSES 3,569. OUTSIDE CONTRACT SERVICE: PROGRAM SERVICE EXPENSES 4,902. MANAGEMENT AND GENERAL EXPENSES 1,146. FUNDRAISING EXPENSES 318. TOTAL EXPENSES 6,366.