2015-08-14T08:39:49-05:00 2014-12-31 351794199 WEIDNER AND COMPANY PC 1650 SOUTH BEND AVE SOUTH BEND IN 46617 990 2014-01-01 351555535 STUDEBAKER NATIONAL MUSEUM INC STUD 5742359714 201 S CHAPIN ST SOUTH BEND IN 46601 REBECCA BONHAM EXECUTIVE DIRECTOR 5742359714 2015-08-14 1 JOHN A FREDLAKE CPA P00071521 5742348822 2015-05-12 2014 2016-03-07 17:11:31Z REBECCA BONHAM 201 S CHAPIN ST SOUTH BEND IN 46601 1288731 0 X WWW.STUDEBAKERMUSEUM.ORG X 1982 IN TO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY & RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES & RELATED ITEMS. 28 28 26 37 0 0 365083 499451 144045 126770 19637 17725 409170 474009 937935 1117955 0 0 0 0 455075 479632 0 0 0 531986 559649 987061 1039281 -49126 78674 2141536 2222422 103976 106188 2037560 2116234 TO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY & RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES & RELATED ITEMS. 0 0 613753 365878 TO PROVIDE A FACILITY FOR THE CARE AND EXHIBITION OF STUDEBAKER VEHICLES AND MEMORABILIA COLLECTION 613753 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 16 3 1 26 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X BONNIE OSWALD 5742359714 201 S CHAPIN ST SOUTH BEND IN 46601 DAVID J BARRY BOARD MEMBER 2.00 X 0 0 0 LEO PRIEMER BOARD MEMBER 2.00 X 0 0 0 MERLIN BELLINGER BOARD MEMBER 2.00 X X 0 0 0 DR THOMAS FELGER BOARD MEMBER 2.00 X X 0 0 0 JOHN STRATIGOS BOARD MEMBER 2.00 X 0 0 0 MICHAEL KENDZICKY BOARD MEMBER 2.00 X X 0 0 0 CHARLES R LOVING BOARD MEMBER 2.00 X 0 0 0 THOMAS LOWE BOARD MEMBER 2.00 X 0 0 0 MICHAEL MARIEN BOARD MEMBER 2.00 X 0 0 0 CHARLES HAYES BOARD MEMBER 2.00 X 0 0 0 MARK MCDONNELL BOARD MEMBER 2.00 X X 0 0 0 MICHAEL PALMER BOARD MEMBER 2.00 X 0 0 0 EDWARD C LEVY BOARD MEMBER 2.00 X 0 0 0 DANIEL SMOGOR BOARD MEMBER 2.00 X 0 0 0 WALT BOTICH BOARD MEMBER 2.00 X 0 0 0 DAVID FISCHGRUND BOARD MEMBER 2.00 X 0 0 0 PATRICK J FLYNN BOARD MEMBER 2.00 X 0 0 0 STEVEN HAINES BOARD MEMBER 2.00 X 0 0 0 STEVE NESSER BOARD MEMBER 2.00 X 0 0 0 CRAIG NOWICKI BOARD MEMBER 2.00 X 0 0 0 DEBORAH CAFIERO BOARD MEMBER 2.00 X 0 0 0 ROBERT DECLEENE BOARD MEMBER 2.00 X X 0 0 0 HARRY C DEES JR BOARD MEMBER 2.00 X 0 0 0 BRAD EMBERTON BOARD MEMBER 2.00 X 0 0 0 PATRICK RUSZKOWSKI BOARD MEMBER 2.00 X 0 0 0 NYAL WEAVER BOARD MEMBER 2.00 X 0 0 0 JOHN FARRELL BOARD MEMBER 2.00 X 0 0 0 TOM CURTIS BOARD MEMBER 2.00 X 0 0 0 REBECCA BONHAM EXECUTIVE DIRECTOR 40.00 X 71301 0 0 71301 0 0 0 0 0 0 0 27622 471829 123039 499451 ADMISSIONS 900099 126770 126770 126770 17725 17725 33267 0 33267 33267 33267 251482 49848 201634 201634 61750 37145 24605 24605 162912 83783 79129 79129 MISCELLANEOUS 900099 135374 135374 135374 1117955 365878 0 252626 71301 71301 374750 223025 151725 33581 16790 16791 11175 5587 5588 31761 31761 10908 5454 5454 43491 21745 21746 70739 70739 41334 20667 20667 UTILITIES 112560 56280 56280 EXHIBITS & RESTORATION 81181 81181 MAINTENANCE 42518 21259 21259 FACILITY RENT EXPENSE 29114 14557 14557 84868 44708 40160 1039281 613753 425528 0 549267 685139 1000 37850 15200 53857 55565 15380 17908 2830095 1411664 1455011 1418431 29171 30179 2141536 2222422 89551 97649 14425 8539 103976 106188 X 1931055 2008686 106505 107548 2037560 2116234 2141536 2222422 78674 0 X X 0 1 X 1 0 X 338112 362979 457471 365083 499451 2023096 338112 362979 457471 365083 499451 2023096 2023096 62599 46832 45121 41478 50992 247022 63124 87669 99552 86152 135374 471871 2741989 2948598 0.73780 0.75220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 471120 76845 1635 546330 266812 205208 900 471120 218970 47959 2150 2267 266812 208285 15786 3410 3410 5101 218970 220485 7384 450 17412 2622 208285 0 1 1 7000 7000 1552622 278989 1273633 147308 42339 104969 1123165 1090336 32829 1418431 X 1318589 14929 185705 200634 1117955 0 1117955 1239915 14929 185705 200634 1039281 0 1039281 PART III, LINE 1A: THE MUSEUM HAS IN ITS POSSESSION THREE CATEGORIES OF VEHICLES AS OF DECEMBER 31, 2014: (1) THE ORIGINAL COLLECTION OF FORTY EIGHT VEHICLES, ON LOAN FROM THE CITY OF SOUTH BEND; (2) FIFTY NINE VEHICLES FROM INDIVIDUAL DONORS; AND (3) THIRTEEN VEHICLES ON LOAN FROM VARIOUS INDIVIDUALS. IN ADDITION, THERE ARE OTHER ARTIFACTS WHICH ARE ON LOAN FROM THE CITY OF SOUTH BEND AND CERTAIN INDIVIDUALS. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, VEHICLES AND OTHER ARTIFACTS DONATED OR PURCHASED ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION; EXPENDITURE OR RECEIPTS ARE INCLUDED IN EXHIBITS AND RESTORATION EXPENSE. PART III, LINE 4: TO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY & RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES & RELATED ITEMS. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE EXEMPT PURPOSE OF STUDEBAKER NATIONAL MUSEUM, INC. PART X, LINE 2: THE 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, 2014. THE MUSEUM FILES A FEDERAL AND AN INDIANA STATE TAX RETURN. THE TAX YEARS THAT MANAGEMENT BELIEVES REMAIN SUBJECT TO EXAMINATION BY THE FEDERAL AND INDIANA TAX JURISDICTIONS DATE BACK TO THE YEAR ENDING DECEMBER 31, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS COST OF GOODS SOLD REPORTED ON FORM 990 PAGE 9 LINE 10B PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS COST OF GOODS SOLD REPORTED ON FORM 990 PAGE 9 LINE 10B HALL OF CHAMPIONS DINNER 215795 215795 40785 GOLF OUTING 20996 20996 16581 1 14691 14691 -7518 251482 251482 49848 49848 201634 61750 37145 1 1.00000 61750 37145 37145 24605 IN 1 0 0 0 0 0 X 2 48750 FAIR MARKET VALUE X 1 74289 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND DISCUSSES ITS CONTENTS WITH THE BOARD BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE BOARD REVIEW ALL VENDOR RELATIONSHIPS FOR POTENTIAL CONFLICTS OF INTEREST WITH KEY EMPLOYEES AND BOARD MEMBERS PRIOR TO PUCHASING GOODS AND/OR SERVICES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE FINANCE COMMITTEE WHICH IS TAKEN TO THE COMMUNITY BASED BOARD FOR APPROVAL. 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. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. STUDEBAKER NATIONAL MUSEUM FOUNDATION INC 201 S CHAPIN ST SOUTH BEND IN 46601 208028196 TO SOLICIT DONATIONS AND ADMINISTER FUNDS FOR THE BENEFIT OF THE MUSEUM IN 509(A)(3) 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0