STUDEBAKER NATIONAL MUSEUM INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STUDEBAKER NATIONAL MUSEUM INC (EIN 35-1555535)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201711329349304661
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T11:50:36-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aranowski & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1212 E Lasalle Ave Ste 220AddressLine1Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP466172799ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351555535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Studebaker National Museum IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUDBusinessNameControlTxt
Phone5742359714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 South Chapin StreetAddressLine1Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn FarrellPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID P ARANOWSKIPreparerPersonNm
PTINP00240735PTIN
Phone5742894821PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$1,179,006GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.studebakermuseum.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTo operate a historical museum providing housing, display and restoration facilities for a collection of historical vehicles, archives and various artifacts related to the Studebaker Automobile Corporation and the city of South Bend, Indiana.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$604,346PYContributionsGrantsAmt
CY Contributions Grants$566,910CYContributionsGrantsAmt
PY Program Service Revenue$145,855PYProgramServiceRevenueAmt
CY Program Service Revenue$55,064CYProgramServiceRevenueAmt
PY Investment Income$20,190PYInvestmentIncomeAmt
CY Investment Income$17,729CYInvestmentIncomeAmt
PY Other Revenue$427,381PYOtherRevenueAmt
CY Other Revenue$332,375CYOtherRevenueAmt
PY Total Revenue$1,197,772PYTotalRevenueAmt
CY Total Revenue$972,078CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$550,958PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$444,196CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$717,963PYOtherExpensesAmt
CY Other Expenses$516,026CYOtherExpensesAmt
PY Total Expenses$1,268,921PYTotalExpensesAmt
CY Total Expenses$960,222CYTotalExpensesAmt
PY Revenues Less Expenses-$71,149PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,856CYRevenuesLessExpensesAmt
Total Assets BOY$2,182,008TotalAssetsBOYAmt
Total Assets EOY$2,152,599TotalAssetsEOYAmt
Total Liabilities BOY$136,923TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,120TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,045,085NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,058,479NetAssetsOrFundBalancesEOYAmt
MissionTo operate a historical museum providing housing, display and restoration facilities for a collection of historical vehicles, archives and various artifacts related to the Studebaker Automobile Corporation and the city of South Bend, Indiana.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$41,819ExpenseAmt
DescTo operate a historical museum providing housing, display and restoration facilities for a collection of historical vehicles, archives and various artifacts related to the Studebaker Automobile Corporation and the city of South Bend, Indiana.Desc
Total Program Service Expenses$41,819TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G2IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee26EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonB OswaldPersonNm
Phone5742359714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 South Chapin StreetAddressLine1Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
John Farrell
Treasurer8.000.00Yes (X)$0$0$0
David Barry
Board Member2.000.00Yes (X)$0$0$0
Walt Botich
Board member2.000.00Yes (X)$0$0$0
Deborah Cafiero
Board member2.000.00Yes (X)$0$0$0
Tom Curtis
board member2.000.00Yes (X)$0$0$0
Robert DeCleene
1st Vice Pres.5.000.00Yes (X)$0$0$0
Brad Emberton
2nd Vice Pres.5.000.00Yes (X)$0$0$0
Becky Emmons
Board member2.000.00Yes (X)$0$0$0
Thomas Felger
Secretary5.000.00Yes (X)$0$0$0
David Fishgrund
Board member2.000.00Yes (X)$0$0$0
Patrick Flynn Jr
Board Member2.000.00Yes (X)$0$0$0
Steven Haines
Board member2.000.00Yes (X)$0$0$0
Charles Hayes
Board member2.000.00Yes (X)$0$0$0
Michael Kendzicky
President10.000.00Yes (X)$0$0$0
Edward Levy
Board member2.000.00Yes (X)$0$0$0
Charles Loving
Board Member2.000.00Yes (X)$0$0$0
Mark McDonnell
President Emer.2.000.00Yes (X)$0$0$0
Cynthia Miller
Board member2.000.00Yes (X)$0$0$0
Steve Neeser
Board member2.000.00Yes (X)$0$0$0
Craig Nowicki
Board member2.000.00Yes (X)$0$0$0
Leo Priemer
Board member2.000.00Yes (X)$0$0$0
Michael Palmer
Board member2.000.00Yes (X)$0$0$0
David Relos
Board member2.000.00Yes (X)$0$0$0
Jim Roberts
Board member2.000.00Yes (X)$0$0$0
Patrick Ruszkowski
Board member2.000.00Yes (X)$0$0$0
Daniel Smogor
Board member2.000.00Yes (X)$0$0$0
Patrick Slebonick
Executive Dir.40.000.00$67,941$0$0Yes (X)
Rebecca Bonham
Executive Director40.000.00$53,515$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$121,456TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$29,978MembershipDuesAmt
All Other Contributions$536,932AllOtherContributionsAmt
Noncash Contributions$2,894NoncashContributionsAmt
Total Contributions$566,910TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Archival Revenue$30,213$30,213
Brick campaign$6,652$6,652
Education Program Revenue$3,495$3,495
Museum Store shipping$14,704$14,704
FieldValueIRS element (for citing)
Total Program Service Revenue$55,064TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,729TotalRevenueColumnAmt
Related Or Exempt Func Income$17,729RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,956TotalRevenueColumnAmt
Related Or Exempt Func Income$30,956RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$24,389RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$24,389RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,389TotalRevenueColumnAmt
Exclusion$24,389ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$284,758FundraisingGrossIncomeAmt
Fundraising Direct Expenses$86,801FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$197,957TotalRevenueColumnAmt
Exclusion$197,957ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$190,620GrossSalesOfInventoryAmt
Cost Of Goods Sold$120,127CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,493TotalRevenueColumnAmt
Exclusion$70,493ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCatering RevenueDesc
Business900099BusinessCd
Total Revenue Column$8,580TotalRevenueColumnAmt
Related Or Exempt Func Income$8,580RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,580OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$972,078TotalRevenueColumnAmt
Related Or Exempt Func Income$112,329RelatedOrExemptFuncIncomeAmt
Exclusion$292,839ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$67,941TotalAmt
Management And General$67,941ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$339,233TotalAmt
Management And General$339,233ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,302TotalAmt
Management And General$1,302ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,720TotalAmt
Management And General$35,720ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,550TotalAmt
Management And General$11,550ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,229TotalAmt
Management And General$8,229ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,153TotalAmt
Program Services$26,153ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,462TotalAmt
Management And General$7,462ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,404TotalAmt
Management And General$19,404ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,764TotalAmt
Management And General$10,764ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$66,091TotalAmt
Management And General$66,091ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$40,802TotalAmt
Management And General$40,802ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Utilities$115,990$115,990
Repairs and Maintenance$80,219$80,219
TELEPHONE$19,827$19,827
Front End Staffing Services$17,642$17,642

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$91,893TotalAmt
Program Services$15,666ProgramServicesAmt
Management And General$76,227ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$960,222TotalAmt
Program Services$41,819ProgramServicesAmt
Management And General$918,403ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$669,496BOYAmt
EOY$655,372EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,696BOYAmt
EOY$38,620EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$45,711BOYAmt
EOY$62,592EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,253BOYAmt
EOY$20,304EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,830,555LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,484,825LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,361,317BOYAmt
EOY$1,345,730EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,535BOYAmt
EOY$29,981EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,182,008BOYAmt
EOY$2,152,599EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$134,098BOYAmt
EOY$91,395EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,825BOYAmt
EOY$2,725EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,923BOYAmt
EOY$94,120EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,863,221BOYAmt
EOY$1,890,845EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$181,864BOYAmt
EOY$167,634EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,045,085BOYAmt
EOY$2,058,479EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,182,008BOYAmt
EOY$2,152,599EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,856ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,538NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$457,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$365,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$499,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$604,346CurrentTaxYearMinus1YearAmt
Current Tax Year$566,910CurrentTaxYearAmt
Total$2,493,261TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$457,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$365,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$499,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$604,346CurrentTaxYearMinus1YearAmt
Current Tax Year$566,910CurrentTaxYearAmt
Total$2,493,261TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,493,261PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,992CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,905CurrentTaxYearMinus1YearAmt
Current Tax Year$73,074CurrentTaxYearAmt
Total$259,570TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,837CurrentTaxYearMinus1YearAmt
Current Tax Year$332,094CurrentTaxYearAmt
Total$755,009TotalAmt
FieldValueIRS element (for citing)
Total Support$3,507,840TotalSupportAmt
Public Support CY1700.71080PublicSupportCY170Pct
Public Support PY1700.75470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$418,956BeginningYearBalanceAmt
Investment Earnings Or Losses$33,639InvestmentEarningsOrLossesAmt
Administrative Expenses$1,869AdministrativeExpensesAmt
End Year Balance$450,726EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$546,330BeginningYearBalanceAmt
Contributions$19,390ContributionsAmt
Administrative Expenses$3,104AdministrativeExpensesAmt
End Year Balance$562,616EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$471,120BeginningYearBalanceAmt
Contributions$76,845ContributionsAmt
Administrative Expenses$1,635AdministrativeExpensesAmt
End Year Balance$546,330EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$266,812BeginningYearBalanceAmt
Contributions$205,208ContributionsAmt
Administrative Expenses$900AdministrativeExpensesAmt
End Year Balance$471,120EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$218,970BeginningYearBalanceAmt
Contributions$47,959ContributionsAmt
Investment Earnings Or Losses$2,150InvestmentEarningsOrLossesAmt
Administrative Expenses$2,267AdministrativeExpensesAmt
End Year Balance$266,812EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,000OtherCostOrOtherBasisAmt
Book Value$7,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,575,422OtherCostOrOtherBasisAmt
Depreciation$360,893DepreciationAmt
Book Value$1,214,529BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,688OtherCostOrOtherBasisAmt
Depreciation$66,824DepreciationAmt
Book Value$81,864BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,099,445OtherCostOrOtherBasisAmt
Depreciation$1,057,108DepreciationAmt
Book Value$42,337BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,345,730TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,180,544TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,538NetUnrealizedGainsInvstAmt
Other Revenue$206,928OtherRevenueAmt
Revenue Not Reported$208,466RevenueNotReportedAmt
Revenue Subtotal$972,078RevenueSubtotalAmt
Total Revenue Per Form990$972,078TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,167,150TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$206,928OtherExpensesIncludedAmt
Expenses Not Reported$206,928ExpensesNotReportedAmt
Expenses Subtotal$960,222ExpensesSubtotalAmt
Total Expenses Per Form990$960,222TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, oCollectionsAs of December 31, 2016, the Museum has in its possession the following categories of vehicles and artifacts: 1) The original collection of forty-three vehicles on loan from the City of South Bend. 2) A collection of fifty-eight vehicles from individual donors. 3) A collection of sixteen vehicles on loan from individual donors. 4) A collection of ten vehicles on loan for a special exhibit until June 2017,and other artifacts on loan from the City of South Bend and individual donors.In conformity with the practice followed by many museums, vehicles and other artifacts donated or purchased are not included in the Statements of Financial Position; expenditures or receipts are included in exhibits and restoration expense. Purchases of collection items are recorded as decreases in temporarily restricted net assets as net assets released from restrictions. Proceeds from deaccessions are reported as increases in temporarily restricted net assets, as the funds are to be used in a manner similar to the original restriction.
Part III, Line 4: Description of organization's collections and how it furthers its purpose.To operate a historical museum providing housing, display and restoration facilities for a collection of historical vehicles, archives and various artifacts related to the Studebaker Automobile Corporation and the city of South Bend, Indiana.
Part X : FIN48 FootnoteIncome TaxesThe Museum's policy is to record an unrecognized tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained upon examination by the tax authorities. Interest and penalties related to gross unrecognized tax benefits would be included within the provision for income taxes. To the extent accrued interest and penalties do not ultimately become payable, amounts accrued would be reduced in the period that such determination is made and reflected as a reduction of the overall income tax provision. The Museum does not have any uncertain tax positions at December 31, 2016.The Museum is incorporated as a not-for-profit organization under the laws of Indiana, and is exempt from federal and state income taxes pursuant to provisions of Internal Revenue Code Section 501(c)(3) and a similar section of the Indiana tax law. Accordingly, federal and state income taxes are not reflected in the Statements of Activities. The Museum is no longer subject to examination by the federal and Indiana tax jurisdictions for income tax returns filed for the years ended prior to December 31, 2013.
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Cost of goods sold $112830 Cafe Expenses $7297 Special Event Expenses $86801
Part XII, Line 2d: Other expenses and losses per audited F/SGift Shop Expenses $112830 Special Event Expenses $86801 Cafe Expenses $7297

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd
Licensed StatesINLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Hall of Champions DinnerEvent1Nm
Gross Receipts Event1$181,325GrossReceiptsEvent1Amt
Gross Revenue Event1$181,325GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,261RentFacilityCostsEvent1Amt
Food And Beverage Event1$34,315FoodAndBeverageEvent1Amt
Entertainment Event1$400EntertainmentEvent1Amt
Other Direct Expenses Event1$5,425OtherDirectExpensesEvent1Amt
Event2Car RaffleEvent2Nm
Gross Receipts Event2$68,350GrossReceiptsEvent2Amt
Gross Revenue Event2$68,350GrossRevenueEvent2Amt
Cash Prizes Event2$25,000CashPrizesEvent2Amt
Other Direct Expenses Event2$5,423OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$30,350GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$30,350GrossRevenueOtherEventsAmt
Food And Beverage Other Events$4,168FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$2,634OthDirectExpnssOtherEventsAmt
Gross Receipts Total$280,025GrossReceiptsTotalAmt
Gross Revenue Total Events$280,025GrossRevenueTotalEventsAmt
Cash Prizes Total Events$25,000CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,261RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$38,483FoodAndBeverageTotalEventsAmt
Entertainment Total Events$400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$13,482OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$85,626DirectExpenseSummaryEventsAmt
Net Income Summary$194,399NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2b - Fundraiser Additional InformationFormAndLineReferenceDesc
ExplanationThe Museum solicits contributions from individuals and businesses in the South Bend area. The contributions and special events net proceeds are used for the operations and mission of the Studebaker National Museum, Inc.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRebecca BonhamPersonNm
TitleExecutive DirectorTitleTxt
Base Compensation Filing Org$53,515BaseCompensationFilingOrgAmt
Total Compensation Filing Org$53,515TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderThe Museum has several classes of members, all of whom may vote upon matters submitted to the Board of Trustees.
Form 990, Part VI, Line 11b: Form 990 Review ProcessA copy of the Museum's income tax return Form 990 is provided to the Board of trustees before it is signed and filed by the Board Treasurer.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll officers and board of trustees are required to fill out and sign a conflict of interest disclosure statement.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe executive committee has an annual review to evaluate the Organization's executive compensation package policy and is intended to ensure that the compensation program is within a reasonable range of comparble positions within similar organizations in a competitve market.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesA similar compensation review to the executive director is done for all other officers and key employees of the Museum.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Museum makes all governing documents, conflict of interest policy and finanacial statements available to the public upon written request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Studebaker Natl Museum Foundation IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 South Chapin StreetAddressLine1Txt
CitySouth BendCityNm
State AbbreviationINStateAbbreviationCd
ZIP46601ZIPCd
FieldValueIRS element (for citing)
EIN208028196EIN
Primary ActivitiesGENERATE & MANAGE donations for MuseumPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status12PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Studebaker National Museum IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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