2013-08-14T14:28:28-05:00 2012-12-31 351640896 JURGONSKI & FREDLAKE CPAS 418 W JEFFERSON BLVD SOUTH BEND IN 46601 990 2012-01-01 351555535 STUDEBAKER NATIONAL MUSEUM INC STUD 5742359714 201 S CHAPIN ST SOUTH BEND IN 46601 REBECCA BONHAM 5742359714 2013-08-14 1 JOHN A FREDLAKE CPA P00071521 5742511414 2012 2016-02-25 16:41:14Z REBECCA BONHAM 201 S CHAPIN ST SOUTH BEND IN 46601 1203529 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. 29 29 18 37 0 0 334500 457471 138653 145525 21662 17473 395988 383619 890803 1004088 0 0 0 0 447170 437325 0 0 0 494148 469814 941318 907139 -50515 96949 2110870 2164715 121133 78029 1989737 2086686 TO OPERATE A HISTORICAL MUSEUM WHICH PROVIDES HOUSING, DISPLAY & RESTORATION FACILITIES FOR A COLLECTION OF VEHICLES, ARCHIVES & RELATED ITEMS. 0 0 516913 365191 TO PROVIDE A FACILITY FOR THE CARE AND EXHIBITION OF STUDEBAKER VEHICLES AND MEMORABILIA COLLECTION 516913 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 0 0 0 0 0 1 1 0 0 0 1 15 0 1 18 1 0 0 0 0 1 1 0 0 0 0 0 1 0 X 29 29 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 DAVE BARRY 2.00 X 0 0 0 TIM BATALIS 2.00 X 0 0 0 MARCI BURDICK 2.00 X 0 0 0 MERLIN BELLINGER 2.00 X 0 0 0 DR THOMAS FELGER 2.00 X 0 0 0 CHARLES HAYES 2.00 X 0 0 0 MICHAEL KENDZICKY 2.00 X 0 0 0 CHARLES R LOVING 2.00 X 0 0 0 TOM LOWE 2.00 X 0 0 0 MICHAEL MARIEN 2.00 X 0 0 0 LARRY MCCLELLAND 2.00 X 0 0 0 MARK MCDONNELL 2.00 X 0 0 0 MICHAEL PALMER 2.00 X 0 0 0 DR WILLIAM ROZZI 2.00 X 0 0 0 ED LEVY 2.00 X 0 0 0 DANIEL SMOGOR 2.00 X 0 0 0 WALT BOTICH 2.00 X 0 0 0 DAVE FISCHGRUND 2.00 X 0 0 0 PATRICK J FLYNN 2.00 X 0 0 0 STEVEN HAINES 2.00 X 0 0 0 STEVE NESSER 2.00 X 0 0 0 CRAIG NOWICKI 2.00 X 0 0 0 DEBORAH CAFIERO 2.00 X 0 0 0 ROBERT DECLEENE 2.00 X 0 0 0 HARRY C DEES JR 2.00 X 0 0 0 BRAD EMBERTON 2.00 X 0 0 0 PATRICK RUSZKOWSKI 2.00 X 0 0 0 DENNIS M HARTMAN 2.00 X 0 0 0 NYAL WEAVER 2.00 X 0 0 0 REBECCA BONHAM 40.00 X 67142 0 0 67142 0 0 0 0 0 0 0 27963 429508 457471 ADMISSIONS 900099 145525 145525 145525 17473 17473 27648 0 27648 27648 27648 198013 61708 136305 136305 64900 42823 22077 22077 192947 94910 98037 98037 MISCELLANEOUS 900099 99552 99552 99552 1004088 365191 0 181426 67142 67142 341434 204288 137146 28749 14374 14375 13987 6993 6994 39896 39896 11469 5734 5735 12464 6232 6232 58872 58872 42809 21404 21405 UTILITIES 117281 58640 58641 MAINTENANCE 37448 18724 18724 FACILITY RENT EXPENSE 25228 12614 12614 EXHIBITS & RESTORATION 21309 21309 89051 47833 41218 907139 516913 390226 0 409904 482032 1000 1000 38201 14727 56415 64400 14810 16979 2780080 1277539 1508063 1502541 82028 57183 449 25853 2110870 2164715 110613 74779 10520 3250 121133 78029 X 1948545 2020046 41192 66640 1989737 2086686 2110870 2164715 96949 0 X X 0 1 X 1 0 X 1596665 379191 338112 362979 457471 3134418 1596665 379191 338112 362979 457471 3134418 3134418 52772 46090 62599 46832 45121 253414 54599 48117 63124 87669 99552 353061 3740893 2840939 0.83790 0.84560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 218970 47959 2150 0 2267 266812 208285 15786 3410 3410 5101 218970 220485 7384 450 17412 2622 208285 212181 7987 8759 6592 1850 220485 234589 3990 7295 3611 30082 212181 0 1 1 7000 7000 1547607 198411 1349196 131082 21373 109709 1094391 1057755 36636 1502541 X 1264039 30255 229696 259951 1004088 0 1004088 1167090 30255 229696 259951 907139 0 907139 PART III, LINE 1A: THE MUSEUM HAS IN ITS POSSESSION THREE CATEGORIES OF VEHICLES AS OF DECEMBER 31, 2012: (1) THE ORIGINAL COLLECTION OF THIRTY SEVEN VEHICLES, ON LOAN FROM THE CITY OF SOUTH BEND; (2) FIFTY EIGHT VEHICLES FROM INDIVIDUAL DONORS; AND (3) TWENTY SEVEN 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, BUT RATHER ANY 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE EXEMPT PURPOSE OF STUDEBAKER NATIONAL MUSEUM, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012. THE MUSEUM FILES A FEDERAL AND AN INDIANA STATE TAX RETURN. MANAGEMENT BELIEVES THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE FEDERAL AND INDIANA TAX JURISDICTIONS DATE BACK TO THE YEAR ENDING DECEMBER 31, 2009. 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 148625 148625 45741 GOLF OUTING 33835 33835 14164 15553 15553 1803 198013 198013 61708 61708 136305 IN 1 0 0 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: 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