2020-07-15T08:36:33-05:00 2019-06-30 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2018-07-01 364334686 JOLIET AREA HISTORICAL MUSEUM JOLI 8157235201 204 N OTTAWA ST JOLIET IL 60432 ROBERT DIEDRICH TREASURER 8157235201 2020-07-14 1 HEATHER BONIFAS CPA P01711657 6305668400 2020-07-14 162.211.33.157 2020-07-14 10:57:13 CD P C5C01BBDE44AABBF983B9A9C80C89AA7920ACAC3 ABA4EC4281BAA6629D62F3D21867FC11A781E7B3 2018 2020-09-23 17:36:50Z LYNNE LICHTENAUER 204 N OTTAWA ST JOLIET IL 60432 1148946 0 X WWW.JOLIETMUSEUM.ORG X 1999 IL PROMOTE AWARENESS OF AND APPRECIATION FOR THE AREA'S HISTORY AND DIVERSE CULTURE. 16 16 24 200 0 0 401192 331699 35475 128864 14532 12667 111204 277160 562403 750390 0 0 0 0 399072 408371 0 0 94357 185415 337094 584487 745465 -22084 4925 1113655 1086499 729883 727715 383772 358784 X 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 1 0 351097 69192 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. 197654 93753 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. 548751 1 1 0 0 0 0 0 1 0 1 1 0 0 0 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 5 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X GREGORY T PEERBOLTE 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 BOARD MEMBER 2.00 X 0 0 0 KEVIN CRONK BOARD MEMBER 2.00 X 0 0 0 ALAN LAVEILLE BOARD MEMBER 2.00 X 0 0 0 DOUGLAS HREN BOARD MEMBER 2.00 X 0 0 0 NICK MACRIS BOARD MEMBER 2.00 X 0 0 0 LINDSEY CARLASARE BOARD MEMBER 2.00 X 0 0 0 PAMELA OWENS BOARD MEMBER 2.00 X 0 0 0 REX EASTON BOARD MEMBER 2.00 X 0 0 0 CLAY JOHNSON BOARD MEMBER 2.00 X 0 0 0 DON GOVONI BOARD MEMBER 2.00 X 0 0 0 JAN QUILLMAN BOARD MEMBER 2.00 X 0 0 0 ALEX RODRIGUEZ BOARD MEMBER 2.00 X 0 0 0 74126 0 0 0 0 0 0 0 12357 10287 273028 36027 331699 ADMISSIONS 900099 128544 128544 EXHIBIT INCOME 900099 320 320 128864 17631 17631 41974 0 41974 41974 41974 249069 254033 -4964 -4964 -4964 294316 10287 95618 198698 198698 82986 48905 34081 34081 MISCELLANEOUS REVENUE 900099 2407 2407 2407 750390 162945 0 255746 86200 64650 12930 8620 272262 204197 40839 27226 13161 10968 2193 36748 27561 5512 3675 26904 20178 4035 2691 20960 13557 2711 4692 35625 23532 5568 6525 77154 70411 6743 251 190 36 25 51624 38718 7744 5162 12944 9708 1942 1294 REPAIRS & MAINTENANCE 38619 28964 5793 3862 MISCELLANEOUS EXPENSE 25820 1528 306 23986 EQUIPMENT 11616 8712 1742 1162 INTERNET/TELEPHONE 9742 7307 1461 974 25835 18570 2802 4463 745465 548751 102357 94357 994 59167 185003 99348 42584 48978 3660 3660 967406 427220 564782 540186 316632 335160 1113655 1086499 105136 35915 16855 31936 607892 659864 729883 727715 X 253289 0 130483 358784 383772 358784 1113655 1086499 4925 -29913 0 X 0 1 X 1 0 X 504717 454047 448741 401192 331699 2140396 102598 189994 171277 194963 211850 870682 792000 792200 792000 792000 1137329 4305529 1399315 1436241 1412018 1388155 1680878 7316607 0 0 0 7316607 10334 8792 6306 12757 17631 55820 10334 8792 6306 12757 17631 55820 82936 9662 21494 50971 243079 408142 1492585 1454695 1439818 1451883 1941588 7780569 0.94040 0.96160 0.00720 0.00820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RENTAL INCOME - 2014 AMOUNT: $ 18,210. 2015 AMOUNT: $ 9,662. 2016 AMOUNT: $ 21,494. 2017 AMOUNT: $ 47,955. 2018 AMOUNT: $ 41,974. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 64,726. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 3,016. 2018 AMOUNT: $ 2,407. FUNDRAISING EVENT - 2018 AMOUNT: $ 198,698. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 177824 93296 271120 170277 13939 6392 177824 167424 400 18946 16493 170277 160374 375 7159 484 167424 154792 2778 5845 3041 160374 0 0 215440 104332 111108 751966 322888 429078 540186 DUE TO CITY OF JOLIET 659864 659864 X 1953424 -29913 1137329 95618 1203034 750390 0 750390 1978412 1137329 95618 1232947 745465 0 745465 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 95,618. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 95,618. VARIOUS EVENTS 304603 10287 294316 11758 35023 43741 5096 304603 10287 294316 11758 35023 43741 5096 95618 198698 FORM 990, PART III, LINE 2 THE ORGANIZATION STARTED THE OLD JOLIET PRISON PROJECT FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO REFLECT THE CURRENT STRUCTURE OF THE ORGANIZATION AND TO ALIGN WITH THE MUSEUM'S EXISTING MEMORANDUM OF UNDERSTANDING WITH THE CITY OF JOLIET. SPECIFIC REVISIONS TO THE BYLAWS ARE NOTED ON THE FINAL PAGE. THE EMPLOYEE HANDBOOK HAD NOT BEEN UPDATED FOR AT LEAST TEN YEARS, AND INCLUDED UPDATED PROVISIONS FOR EEOC COMPLIANCES, HARASSMENT, AND SOCIAL MEDIA POLICIES, ETC. 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. 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.