Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 44,080 | 28,425 | 3,391 | 39,035 | 34,900 | 149,831 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 12,000 | 12,000 | 3,000 | 12,000 | 12,000 | 51,000 |
| 4 | Total. Add lines 1 through 3 | 56,080 | 40,425 | 6,391 | 51,035 | 46,900 | 200,831 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 32,348 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 168,483 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 56,080 | 40,425 | 6,391 | 51,035 | 46,900 | 200,831 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 994 | 2,064 | 1,180 | 1,109 | 1,398 | 6,745 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 207,576 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
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| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 1,249 SECURITY 2,630 TRAVEL 364 INTEREST 875 INSURANCE 5,273 VOLUNTEER EXPENSE 531 EXHIBITS 494 ARTIST/PERFORMER 575 BANK/CREDIT CARD FEES 4,450 DUES 245 REPAIR AND MAINTENANCE 3,815 MISCELLANEOUS 4,502 TELEPHONE 950 WEB PAGE 65 SUPPLIES 3,648 NON-INVESTMENT DEPRECIATION 4,556 TOTAL 34,222 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 9,322 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 10,444 7,888 85,834 85,834 LESS ACCUMULATED DEPRECIATION 18,867 23,424 TOTAL 77,411 70,298 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,340 4,082 |
| FORM 990-EZ, PART III, LINE 28 | MARQUETTE MARITIME MUSEUM: THE MUSEUM IS OPEN 6 DAYS A WEEK FROM MID-MAY TO MID-OCTOBER. DURING THE PERIOD THAT THE MUSEUM IS CLOSED, THE BOARD, STAFF AND VOLUNTEERS UPDATE AND CREATE NEW EXHIBITS FOR THE COMING SEASON. CURRENT EXHIBITS INCLUDE: 5 FRESNEL LIGHTHOUSE LENSES, THE BEST COLLECTION IN THE GREAT LAKES. OTHER EXHIBITS CONSIST OF THE RECENTLY DISCOVERED HENRY B. SMITH AND LEGENDARY EDMUND FITZGERALD, U.S. LIFE-SAVING SERVICE AND EARLY COAST GUARD, EARLY GREAT LAKES PASSENGER SHIPS, HISTORY OF IRON ORE SHIPPING FROM MARQUETTE INCLUDING OPERATIONS TODAY, AREA LIGHT HISTORY, AND MARINE ENGINE DEVELOPMENT. WHILE THE MUSEUM IS SELF-GUIDED; GUIDED TOURS ARE AVAILABLE UPON REQUEST. A NUMBER OF ADDITIONAL PROXIMITY ACTIVATED VIDEO MONITORS HAVE BEEN ADDED THIS YEAR TO ENHANCE THE VISITOR EXPERIENCE. THE MUSEUM OPERATED IN 2019 WITH THREE PAID EMPLOYEES SUPPLEMENTED BY VOLUNTEERS WORKING THE GIFT SHOP, ADMISSIONS AND GIVING VARIOUS TOURS. ABOUT 1000 STUDENTS VISIT THE MUSEUM AND MARQUETTE HARBOR LIGHTHOUSE YEARLY, MANY WITH ORGANIZED SCHOOL CLASSES AND OTHERS INDEPENDENTLY. SCHOOL STUDENTS (GROUPS) ARE ADMITTED FREE TO THE MUSEUM. THE MUSEUM IS ALSO WORKING TO PRESERVE AND TELL THE STORY OF THE 153-YEAR OLD MARQUETTE HARBOR LIGHTHOUSE FOR FUTURE GENERATIONS. THE ICONIC STRUCTURE IS ONE OF THE MOST PHOTOGRAPHED LIGHTHOUSES IN THE GREAT LAKES AND FOR MANY, SYMBOLIC OF MARQUETTE. THE MUSEUM CONDUCTS REGULAR DAILY TOURS TO THE LIGHTHOUSE AND SURROUNDING PENINSULA. OUR GUIDES ARE VERY WELL TRAINED IN THE HISTORY OF THE LIGHT AND KEY ANCILLARY ACTIVITIES SUCH AS THE LIFE-SAVING SERVICE STATION, COAST GUARD, LAKE SUPERIOR, SHIPPING IN THE AREA, ETC. THERE ARE EIGHT ESTABLISHED EXHIBIT AREAS IN THE LIGHTHOUSE WITH DISPLAYS FOCUSING ON AREA MARITIME ACTIVITIES. ENGRAVED BRICKS (SPONSOR'S NAME ETC.) ARE SOLD TO HELP FUND LIGHTHOUSE PROJECTS. THE BRICKS WILL BE INSTALLED AS A PATIO AREA AT THE LIGHTHOUSE. LIGHTHOUSE PARK, WHICH INCLUDES THE MARQUETTE HARBOR LIGHTHOUSE, IS A SEVEN-ACRE TRACT TRANSFERRED FROM THE COAST GUARD IN 2016 TO THE CITY OF MARQUETTE, AND THE MUSEUM CONDUCTS TOURS AND OPERATES THE LIGHTHOUSE MUSEUM UNDER AGREEMENT WITH THE CITY. MCCLINTOCK PROJECT (DARTER-DACE MEMORIAL): THE PROJECT IS NAMED AFTER CAPTAIN DAVID MCCLINTOCK, A MARQUETTE NATIVE AND GRADUATE OF THE U.S. NAVAL ACADEMY. DURING THE BATTLE OF LEYTE GULF, THE LARGEST NAVAL BATTLE IN HISTORY AND A PIVOTAL POINT IN THE PACIFIC WAR, THE SUBMARINE U.S.S. DARTER PLAYED A KEY ROLE. CAPTAIN MCCLINTOCK COMMANDED DARTER. THIS UNIQUE PROJECT INVOLVES TWO SEPARATE FOCUS AREAS. THE FIRST IS THE RECREATION OF A FULL SIZE REPLICA OF THE DARTER CONNING TOWER AS A MEMORIAL TO THE CREW AND THEIR ACCOMPLISHMENT. THE SECOND IS A SPECIALLY BUILT ANNEX TO THE MUSEUM INTERPRETING THE CONTRIBUTIONS MADE BY DARTER AND DACE TO THE FINAL VICTORY IN THE PACIFIC. FOR A PERIOD DARTER AND DACE OPERATED AS A TWO SUBMARINE WOLFPACK. THE ANNEX CONTAINS MANY ITEMS RELATING TO THE BATTLE, INCLUDING A WORKING SUBMARINE PERISCOPE, COMPUTER CONTROLLED BATTLE DIORAMA AND VARIOUS ARTIFACTS FROM THE SUBMARINES AND THEIR CREWS. MARINE-A-SAURUS: THE PROJECT, STARTED 6 YEARS AGO, WAS DEVELOPED IN A PARTNERSHIP WITH THE UPPER PENINSULA CHILDREN'S MUSEUM TO DETERMINE HOW TO BETTER INVOLVE CHILDREN IN OUR MUSEUM EXPERIENCE WITH HANDS-ON ACTIVITIES. THERE ARE 4 CHESTS THROUGHOUT THE MUSEUM WITH VARIOUS CHILD FOCUSED LEARNING ACTIVITIES WITHIN THUS THE CHILDREN, OR OTHER VISITORS CAN MOVE FROM ONE TRUNK TO ANOTHER FOR UNIQUE MARITIME RELATED EXPERIENCES. IN 2019, WITH A CONTINUING GRANT FROM THE MARQUETTE COMMUNITY FOUNDATION, THE MUSEUM CONTINUED TO UPDATE THE CHILDREN'S EXPERIENCE WITH NEW TRUNK ACTIVITIES, SCAVENGER HUNTS FOR SPECIFIC AGE GROUPS, CURRICULUM PACKETS FOR SCHOOL GROUPS, AND A NEW CHILDREN'S AREA WITH SAILBOAT-SHAPED CRAFT TABLE. WITH ANOTHER GRANT, THE MUSEUM CONTINUED TO SPONSOR A LECTURE/WALKING TOUR ON THE ARCHITECT WHO DESIGNED THE MUSEUM BUILDING, FOLLOWED BY A CHILDREN'S ARCHITECTURE CAMP. THESE ADDITIONS ADDED VALUE TO THE ENTIRE FAMILY'S MUSEUM VISIT. MARITIME MONTH: TRADITIONALLY THE MUSEUM HOSTS A "MARITIME MONTH" IN AUGUST WITH SPECIAL TOURS, LECTURES, OPEN HOUSES AND ACTIVITIES DESIGNED TO BRING GREATER AWARENESS TO OUR MARITIME HERITAGE. IN 2019 THE MUSEUM ARRANGED SEVERAL SPECIAL EVENTS, INCLUDING LYLE GUN DEMONSTRATION, SPECIAL SUNRISE AND EVENING LIGHTHOUSE TOURS, CHILDREN'S DAY, SENIOR DAY AND FRESNEL LENS LECTURE. THE EVENT WAS WELL COVERED BY THE LOCAL PRINT AND TV MEDIA, THUS SPREADING THE MARITIME MESSAGE EVEN FURTHER. |
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