2023-11-08T08:57:40-06:00 2022-12-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-01-01 351117501 BENJAMIN HARRISON PRESIDENTIAL SITE INC BENJ 3176311888 1230 N DELAWARE STREET INDIANAPOLIS IN 46202 JEREMY J DAVIS TREASURER 3176311888 2023-11-07 1 JEREMY DAVIS 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES A HYDE 1230 N DELAWARE STREET INDIANAPOLIS IN 46202 2127298 0 X WWW.PRESIDENTBENJAMINHARRISON.ORG X 1966 IN TO PRESERVE, MAINTAIN AND OPERATE THE BENJAMIN HARRISON PRESIDENTIAL SITE, LOCATED IN INDIANAPOLIS, INDIANA AS A NATIONAL HISTORIC LANDMARK BY THE US DEPT OF THE INTERIOR. 15 15 23 150 0 0 1976851 1270359 73062 100040 245133 209475 45168 36776 2340214 1616650 0 0 0 0 751865 747674 0 0 310338 492894 574686 1244759 1322360 1095455 294290 10747411 10058947 687209 421810 10060202 9637137 TO PRESERVE, MAINTAIN AND OPERATE THE BENJAMIN HARRISON PRESIDENTIAL SITE, LOCATED IN INDIANAPOLIS, INDIANA AS A NATIONAL HISTORIC LANDMARK BY THE US DEPT OF THE INTERIOR. 0 0 396540 88884 MUSEUM TOURS: ALL VISITORS TO THE MUSEUM ARE GIVEN GUIDED TOURS OF THE FACILITY BY TRAINED DOCENTS. IN 2022 THERE WERE 30,059 TOTAL VISITORS TO THE MUSEUM. 374419 23936 SCHOOL TOURS AND PROGRAMS ARE CONDUCTED BY THE HARRISON SITE EDUCATION DEPARTMENT AND SPECIALLY TRAINED DOCENTS. THE CURRICULUM INCLUDED MEETS STATE STANDARDS FOR SPECIFIC GRADES AS SET FORTH BY THE INDIANA DEPARTMENT OF EDUCATION. IN 2022 THERE WERE 30,059 TOTAL VISITORS TO THE MUSEUM, TO WHOM 11,956 SCHOOL TOURS AND PROGRAMS WERE GIVEN/CONDUCTED. 770959 1 1 0 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 IN X THE ORGANIZATION 3176311888 1230 N DELAWARE STREET INDIANAPOLIS IN 46202 BRIAN HEWITT CHAIR 1.00 X X 0 0 0 DONNA OKLAK VICE CHAIRMAN 1.00 X X 0 0 0 JEREMY DAVIS TREASURER 1.00 X X 0 0 0 MORGAN SNYDER SECRETARY 1.00 X X 0 0 0 CAROLYN E ANKER PAST CHAIR 1.00 X 0 0 0 ROBERT ALTICE JR DIRECTOR 1.00 X 0 0 0 TERESA A BENNETT DIRECTOR 1.00 X 0 0 0 LISA BONCOSKY DIRECTOR 1.00 X 0 0 0 LATOYA BOTTERON DIRECTOR 1.00 X 0 0 0 LLOYD CROWE DIRECTOR 1.00 X 0 0 0 ROSEMARY DORSA DIRECTOR 1.00 X 0 0 0 ERIN DORSEY DIRECTOR 1.00 X 0 0 0 GOV ERIC J HOLCOMB DIRECTOR 1.00 X 0 0 0 KONYE ORI DIRECTOR 1.00 X 0 0 0 ROD TAYLOR DIRECTOR 1.00 X 0 0 0 CHARLES A HYDE PRESIDENT & CEO 40.00 X 152035 0 3900 152035 0 3900 1 0 1 0 0 71720 277829 920810 1270359 ADMISSIONS 531390 76104 76104 SCHOOL PROGRAM ADMISSI 611710 23936 23936 100040 49156 49156 2629 0 2629 2629 2629 562618 389823 12476 172795 -12476 160319 160319 47117 71720 94034 -46917 -46917 27095 14315 12780 12780 REIMBURSED EXPENSES 900099 68284 68284 68284 1616650 112820 0 233471 155936 77968 38984 38984 458782 296384 57329 105069 24147 11468 7861 4818 54859 44415 4831 5613 53950 32867 8482 12601 6987 6987 84630 165 32660 51805 16677 16677 18294 18294 91884 13012 13385 65487 16231 4769 8103 3359 108625 81629 13288 13708 4533 4318 208 7 10783 200 4968 5615 69231 69231 48121 41401 6720 EDUCATIONAL PROGRAMS 44864 44864 PUBLIC RELATIONS 38725 38154 458 113 PROFESSIONAL DEVELOPMEN 11496 114 8468 2914 FEES 749 264 240 245 2856 2749 107 1322360 770959 241063 310338 540 540 3677067 1169499 1046887 628561 13451 0 13183 12355 24585 30024 7220567 1410182 3007618 5810385 2964080 2407583 10747411 10058947 687209 421810 687209 421810 X 2217928 6713951 7842274 2923186 10060202 9637137 10747411 10058947 294290 -717355 0 X X 0 1 X 1 0 X 791660 1899074 5241633 1976851 1270359 11179577 791660 1899074 5241633 1976851 1270359 11179577 4800160 6379417 41671 48690 38087 45726 49156 223330 65576 69054 65508 69794 68284 338216 11741123 503442 0.54330 0.51400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 2.50 1 1 0 6807 X X X 0 2994043 20000 -515192 75000 2423851 2619702 449341 75000 2994043 2090136 118061 472505 61000 2619702 1314006 507974 313156 45000 2090136 1393341 -34335 45000 1314006 0.31692 0.44627 0.23681 0 0 139888 139888 641048 227577 413471 3190698 1129527 2061171 44933 43365 1568 3204000 9713 3194287 5810385 X 990967 -717355 108349 -609006 1599973 16677 16677 1616650 1414032 108349 108349 1305683 16677 16677 1322360 PART II, LINE 9: THE ORGANIZATION DOES NOT INCLUDE THE CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSES OR BALANCE SHEET. PART III, LINE 1A: THE SITE OWNS, DISPLAYS AND PRESERVES CERTAIN PERSONAL ARTIFACTS AND BELONGINGS OF PRESIDENT BENJAMIN HARRISON AND HIS FOREBEARERS. THE COLLECTIONS OF THE SITE INCLUDE SUCH ITEMS AS PERSONAL PROPERTY AND HISTORICAL PAPERS AND OTHER DOCUMENTS OF HISTORIC VALUE. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS AND TO PRESERVE ARTIFACTS. THE SITES COLLECTIONS, WHICH ARE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SITE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IS UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE ASSET CLASS. PART III, LINE 4: TO MAINTAIN THE HOME OF BENJAMIN HARRISON, THE 23RD PRESIDENT OF THE UNITED STATES, AT 1230 N DELAWARE STREET IN THE CITY OF INDIANAPOLIS, INDIANA, AS A NATIONAL HISTORIC LANDMARK IN THE STYLE AND MANNER BEFITTING THE HOME OF THIS FORMER PRESIDENT; TO DISPLAY THIS HOME TO THE GENERAL PUBLIC AS AN EDUCATIONAL AND HISTORICAL SERVICE; TO PRESERVE ANY PERSONAL PROPERTY, PAPERS, OR HISTORICAL DOCUMENTS OF PRESIDENT BENJAMIN HARRISON OR RELATING TO HIM AND HIS SERVICE TO THE STATE OF INDIANA AND TO THE UNITED STATES OF AMERICA; TO PROMOTE PATRIOTISM AND CITIZENSHIP THROUGH APPROPRIATE EDUCATIONAL ACTIVITIES, SUCH AS LECTURES, MEETINGS AND PUBLICATION OF BOOKS AND PAPER RELATING TO THE LIFE AND TIMES OF PRESIDENT BENJAMIN HARRISON, AND TO OBTAIN PERSONAL PROPERTY OF PRESIDENT BENJAMIN HARRISION, OR PROPERTY RELATING TO THE LIFE AND TIMES OF BENJAMIN HARRISON AND HIS FOREBEARERS BY SOLICITATION OR OTHERWISE FOR EDUCATIONAL DISPLAYS IN THE BENJAMIN HARRISON PRESIDENTIAL SITE AND OTHER APPROPRIATE PLACES. PART V, LINE 4: NET EARNINGS FROM THE ENDOWMENT FUND ARE USED TO SUPPORT THE OPERATIONS OF THE MUSEUM INCLUDING THE PRESERVATION, OPERATION AND MAINTENANCE OF THE SITE'S REAL PROPERTY AND IMPROVEMENTS. PART X, LINE 2: THE SITE IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND RELATED STATE LAW. AS SUCH, THE SITE IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE SITE IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. THE SITE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SITE AND RECOGNIZE A TAX LIABILITY IF THE SITE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SITE AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,315. FUNDRAISING EXPENSES 94,034. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 94,034. COST OF GOODS SOLD 14,315. MARY TUCKER JASPER/OFF THE RECORD 71725 47570 24155 9615 19321 10000 29182 CROQUET 27828 22650 5178 5763 1525 10823 1 19284 1500 17784 408 7397 118837 71720 47117 9615 25492 11525 47402 94034 -46917 X 0 0 0 0 0 0 0 0 0 CHARLES A HYDE PRESIDENT & CEO 147035 0 5000 0 0 0 3900 0 0 0 155935 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 WILL BE EMAILED TO EACH BOARD MEMBER AND THE AUDIT COMMITTEE WILL PERFORM A DETAILED REVIEW OF THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ANNUALLY REVIEW THE CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY CONFLICTS OF INTEREST. THE PRESIDENT & CEO REVIEW ALL OF THE CONFLICT OF INTEREST STATEMENTS SUBMITTED BY THE BOARD MEMBERS. BOARD MEMBERS ABSTAINED FROM VOTING AND/OR EXCUSED THEMSELVES FROM THE ROOM FOR DISCUSSION IF THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S SALARY WAS INITIATED AT HIS HIRING IN SEPTEMBER, 2014. PROFESSIONAL LITERATURE AND SALARY SURVEYS ARE USED TO STAY UPDATED ON SALARY TRENDS FOR THE ENTIRE STAFF. THE FINANCE COMMITTEE REVIEWS THE SALARY INCREASES AND PRESENTS THEIR SALARY RECOMMENDATIONS TO THE ENTIRE BOARD FOR APPROVAL WHICH IS NOTED IN THE BOARD MINUTES. 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 PROCESS FOR FOR SELECTION OF INDEPENDENT ACCOUNTANT AND OVERSIGHT OF SUCH PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.