2021-05-17T14:13:44-05:00 2020-06-30 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2019-07-01 364334686 JOLIET AREA HISTORICAL MUSEUM JOLI 8157235201 204 N OTTAWA ST JOLIET IL 60432 ROBERT DIEDRICH TREASURER 8157235201 2021-05-17 1 HEATHER BONIFAS CPA P01711657 6305668400 2021-05-17 2019 2022-09-23 18:48:47Z QUINN ADAMOWSKI 204 N OTTAWA ST JOLIET IL 60432 692635 0 X WWW.JOLIETMUSEUM.ORG X 1999 IL PROMOTE AWARENESS OF AND APPRECIATION FOR THE AREA'S HISTORY AND DIVERSE CULTURE. 18 18 44 40 0 0 331699 136657 128864 78665 12667 2959 277160 290153 750390 508434 0 0 0 0 408371 481363 0 0 84400 337094 380104 745465 861467 4925 -353033 1086499 3391626 727715 139414 358784 3252212 PROMOTE AWARENESS OF AND APPRECIATION FOR THE AREA'S HISTORY AND DIVERSE CULTURES, AND ENCOURAGE PEOPLE OF ALL AGES TO DISCOVER, UNDERSTAND, AND CELEBRATE THE AREA'S HERITAGE AND BOUNDLESS FUTURE 0 0 331969 42119 THE MUSEUM CONTINUES TO ACHIEVE AND GROW IN LOCAL AND INTERNATIONAL AWARENESS. THE MUSEUM CONTINUES TO ENCOURAGE PEOPLE OF ALL AGES TO DISCOVER, UNDERSTAND, AND CELEBRATE THE AREA'S HERITAGE AND BOUNDLESS FUTURE. 310708 58493 THE OLD JOLIET PRISON PROJECT INVOLVED THE MUSEUM TAKING ON DAY-TO-DAY RESPONSIBILITY FOR TOURS AT THE FORMER ILLINOIS STATE PENITENTIARY SITE AFTER YEARS OF ASSESSING THE FEASIBILITY AND DETERMINING GREAT PUBLIC INTEREST IN THE HISTORIC SITE. THESE TOURS HAVE OFFERED A NEW AND VIBRANT REVENUE STREAM TO UNDERWRITE ORGANIZATIONAL OPERATIONS. THE MUSEUM HAS ALSO COMMITTED TO HOLDING OCCASIONAL SPECIAL EVENT TO RAISE FUNDS SPECIFICALLY TO BE USED TO SECURE AND STABILIZE THE PROPERTY AS TO FURTHER MONETIZE IT. THE MUSEUM EXECUTED A MEMORANDUM OF UNDERSTANDING WITH THE CITY OF JOLIET, WHO ACTS AS AN UNENCUMBERED LESSEE AT THE SITE, OWNED BY THE STATE OF ILLINOIS, WHICH OUTLINES SPECIFIC ROLES AND RESPONSIBILITIES. 642677 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 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 1 0 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X KAREN HORN 8157235201 204 N OTTAWA ST JOLIET IL 60432 GREG PEERBOLTE EXECUTIVE DIRECTOR 40.00 0.00 X 74126 0 0 LYNNE LICHTENAUER PRESIDENT 2.00 X X 0 0 0 QUINN ADAMOWSKI VICE-PRESIDENT 2.00 X X 0 0 0 ROBERT DIEDRICH TREASURER 2.00 X X 0 0 0 TYLER MARCUM SECRETARY 2.00 X X 0 0 0 TOM MAHALIK DIRECTOR 2.00 X 0 0 0 KEVIN CRONK DIRECTOR 2.00 X 0 0 0 ALAN LAVEILLE DIRECTOR 2.00 X 0 0 0 DOUGLAS HREN DIRECTOR 2.00 X 0 0 0 NICK MACRIS DIRECTOR 2.00 X 0 0 0 REX EASTON DIRECTOR 2.00 X 0 0 0 CLAY JOHNSON DIRECTOR 2.00 X 0 0 0 JAN QUILLMAN DIRECTOR 2.00 X 0 0 0 JAYNE BERNHARD DIRECTOR 2.00 X 0 0 0 KELLY ROHDER-TONELLI DIRECTOR 2.00 X 0 0 0 GLORIA DILLINGER DIRECTOR 2.00 X 0 0 0 HUDSON HOLLISTER DIRECTOR 2.00 X 0 0 0 MICHAEL CLARK DIRECTOR 2.00 X 0 0 0 DON GOVONI DIRECTOR 2.00 X 0 0 0 74126 0 0 0 0 0 0 0 5805 11137 82500 37215 136657 ADMISSIONS 900099 78665 78665 78665 2874 2874 53113 0 53113 53113 53113 67384 67299 85 85 85 299734 11137 85079 214655 214655 53770 31823 21947 21947 MISCELLANEOUS REVENUE 900099 438 438 438 508434 100612 0 271165 86200 64650 12930 8620 342444 256833 51367 34244 12811 9608 1922 1281 39908 29931 5986 3991 24624 9750 13574 1300 22698 22698 32225 24401 4601 3223 157631 140116 1 17514 438 328 66 44 47324 35493 7099 4732 20640 15480 3096 2064 REPAIRS & MAINTENANCE 16348 12261 2452 1635 BANK FEES 12297 9242 1825 1230 EQUIPMENT 10207 7655 1531 1021 INTERNET/TELEPHONE 9242 6932 1386 924 26430 19997 3856 2577 861467 642677 134390 84400 59167 107028 99348 5478 48978 51479 3660 0 988368 475242 540186 513126 335160 330443 0 2384072 1086499 3391626 35915 31438 31936 10281 659864 97695 727715 139414 X 808836 358784 2443376 358784 3252212 1086499 3391626 X -353033 1317 -725598 3970742 X 0 1 X 1 0 X 454047 448741 401192 331699 136657 1772336 189994 171277 194963 211850 132435 900519 792200 792000 792000 1137329 411728 3925257 1436241 1412018 1388155 1680878 680820 6598112 0 0 0 6598112 8792 6306 12757 17631 2874 48360 8792 6306 12757 17631 2874 48360 9662 21494 50971 243079 268206 593412 1454695 1439818 1451883 1941588 951900 7239884 0.91140 0.94040 0.00670 0.00720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RENTAL INCOME - 2015 AMOUNT: $ 9,662. 2016 AMOUNT: $ 21,494. 2017 AMOUNT: $ 47,955. 2018 AMOUNT: $ 41,974. 2019 AMOUNT: $ 53,113. MISCELLANEOUS INCOME - 2017 AMOUNT: $ 3,016. 2018 AMOUNT: $ 2,407. 2019 AMOUNT: $ 438. FUNDRAISING EVENT - 2018 AMOUNT: $ 198,698. 2019 AMOUNT: $ 214,655. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 271120 32525 303645 177824 93296 271120 170277 13939 6392 177824 167424 400 18946 16493 170277 160374 375 7159 484 167424 0.87230 0.12770 0.00000 0 0 225331 114248 111083 763037 360994 402043 513126 PLEDGES RECEIVABLE 2384072 2384072 FORGIVABLE NOTE 97695 97695 X 1006558 1317 411728 85079 498124 508434 0 508434 2083872 1137326 85079 1222405 861467 0 861467 PART III, LINE 1A: THE MUSEUM'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASE OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AS DECREASES IN UNRESTRICTED, TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS DEPENDING ON WHETHER OR NOT THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY THE DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSION OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATED NET ASSET CLASSES. PART III, LINE 4: THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THESES ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PREFORMED. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. INDIVIDUALS AND ORGANIZATIONS, INCLUDING THE CITY OF JOLIET ALSO LEND MANY HISTORICAL TREASURERS TO THE MUSEUM. PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED FOR PUBLIC ACCESS PROGRAMS OF LOCAL HISTORICAL, INTEREST, ACQUISITION OF ARTIFACTS AND COLLECTIONS, EDUCATION AND PROGRAMS AND GENERAL MUSEUM OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AS OTHER THAN A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,079. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,079. VARIOUS EVENTS 310871 11137 299734 100 43267 41203 509 310871 11137 299734 100 43267 41203 509 85079 214655 FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS MEMBERS. EACH MEMBER OF THE MUSEUM SHALL BE ENTITLED TO ONE VOTE AT THE ANNUAL MEETING OF THE MUSEUM AND AT OTHER MEETINGS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL MEETINGS AND THE BOARD OF DIRECTORS SLATE DECISIONS ARE RESERVED TO MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A CITY OF JOLIET AND JOLIET JUNIOR COLLEGE ARE EACH AUTHORIZED TO APPOINT ONE INDIVIDUAL TO THE BOARD OF DIRECTORS. EACH MEMBER OF THE MUSEUM SHALL BE ENTITLED TO ONE VOTE AT THE ANNUAL MEETING OF THE MUSEUM TO ELECT THE BOARD OF DIRECTORS AND AT OTHER MEETINGS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS REVIEW THE FORM 990 AT A MEETING BEFORE FILLING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD REVIEWS THE "CONFLICT OF INTEREST POLICY AND EACH BOARD MEMBER STATES IN WRITING ANY CONFLICT OF INTEREST. IF A CONFLICT OCCURS DURING THE YEAR, THE BOARD MEMBER IN CONFLICT IS RESPONSIBLE FOR STATING THE CONFLICT AT A BOARD OR COMMITTEE MEETING AND THE BOARD MEMBER DOES NOT PARTICIPATE IN THE DISCUSSION OF VOTE ON THE ISSUE. THIS IS DOCUMENTED IN THE BOARD MINUTES. BEFORE DISBURSEMENTS ARE MADE THE BACK UP INFORMATION IS REVIEWED FOR ACCURACY AND ANY "CONFLICT OF INTEREST BY AN OFFICER OF THE MUSEUM. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF THE MUSEUM TO PAY NO MORE THAN REASONABLE COMPENSATION FOR PERSONAL SERVICES RENDERED TO THE MUSEUM. THE AMOUNT HAS TO BE REASONABLE IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE POSITION HELD AND COMPARABLE TO THE COMPENSATION PAID BY OTHER ORGANIZATIONS FOR A SIMILAR POSITION. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT 3,970,742.