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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 34,900 | 41,873 | 44,757 | 58,426 | 33,673 | 213,629 |
| 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 | 12,000 | 12,000 | 12,000 | 60,000 |
| 4 | Total. Add lines 1 through 3 | 46,900 | 53,873 | 56,757 | 70,426 | 45,673 | 273,629 |
| 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) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 273,629 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 46,900 | 53,873 | 56,757 | 70,426 | 45,673 | 273,629 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,398 | 1,408 | 1,264 | 318 | 1,554 | 5,942 |
| 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 | 279,571 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 3,479 TRAVEL 565 CREDIT CARD FEES 2,785 DUES 468 EDUCATION 104 PROGRAM 7,981 SUPPLIES 2,250 SPECIAL EVENT 16 NON-INVESTMENT DEPRECIATION 3,813 TOTAL 21,461 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 10,218 UNREALIZED LOSS ON INVESTMENTS 0 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 8,322 8,332 92,384 92,384 LESS ACCUMULATED DEPRECIATION 36,923 40,736 TOTAL 63,783 59,980 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,180 2,531 |
| FORM 990-EZ, PART III, LINE 28 | MARQUETTE MARITIME MUSEUM: THE MUSEUM IS OPEN SIX DAYS A WEEK FROM MID-MAY TO MID-OCTOBER. DURING THE WINTER WHEN THE MUSEUM IS CLOSED, THE BOARD, STAFF, AND VOLUNTEERS ACTIVELY WORK TO UPDATE AND CREATE NEW EXHIBITS FOR THE COMING SEASON. CONTINUING EXHIBITS INCLUDE: THREE HISTORIC FRESNEL LIGHTHOUSE LENSES, THE BEST COLLCTION IN THE GREAT LAKES. ADDITIONAL EXHIBITS CONSIST OF THE "WENT MISSING" FREIGHTER HENRY B. SMITH AND LEGENDARY EDMUND FITZGERALD, U.S. LIFE-SAVING SERVICE AND EARLY COAST GUARD, HISTORIC GREAT LAKES PASSENGER SHIPS, HISTORY OF IRON ORE SHIPPING FROM MARQUETTE INCLUDING PRESENT OPERATIONS TODAY, AREA LIGHTHOUSE HISTORY, AND MARINE ENGINE DEVELOPMENT. WHILE THE MUSEUM IS SELF-GUIDED; DOCENT TOURS ARE AVAILABLE UPON REQUEST. SEVERAL PROXIMITY-ACTIVATED VIDEO MONITORS ENHANCE THE VISITOR EXPERIENCE. THE MUSEUM OPERATED IN 2023 WITH FIVE PAID EMPLOYEES SUPPLEMENTED BY VOLUNTEERS WHO LEAD INTERPRETIVE LIGHTHOUSE TOURS. THE MUSEUM CONTINUES TO WORK TO PRESERVE AND TELL THE SOTRY OF THE 157- 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, A POWERFUL SYMBOL OF MARQUETTE. THE MUSEUM CONDUCTS REGULAR TOURS TO THE LIGHTHOUSE AND GROUNDS. OUR VOLUNTEER GUIDES ARE 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. THE HISTORIC STANNARD ROCK BOATHOUSE IS NEWEST ADDITION TO OUR MUSEUM CAMPUS AND WE ARE DEVELOPING THE SPACE AS AN EXHIBIT AND PERFORMANCE AREA. LIGHTHOUSE PARK, WHICH INCLUDES THE MARQUETTE HARBOR LIGHTHOUSE, STANNARD ROCK BOATHOUSE, COAST GUARD CAPTAIN'S HOUSE, AND THE UNITED STATES LIFE SAVING SERVICE STATION, IS A SEVEN-ACRE TRACT TRANSFERRED FROM THE COAST GUARD IN 2016 TO THE CITY OF MARQUETTE. THE MUSEUM CONDUCTS LIGHTHOUSE TOURS UNDER AGREEMENT WITH THE CITY. MCCLINTOCK ANNEX (DARTER-DACE MEMORIAL): THE ANNEX IS NAMED AFTER CAPTAIN DAVID MCCLINTOCK, A MARQUETTE NATIVE AND GRADUATE OF THE U.S. NAVAL ACADEMY. DURING THE HEIGHT OF THE BATTLE OF LEYTE GULF, THE LARGEST NAVAL ACTION IN HISTORY AND A PIVOTAL POINT IN WORLD WAR II'S PACIFIC WAR, THE SUBMARINE U.S.S. DACE AND U.S.S. DARTER, COMMANDED BY CAPTAIN MCCLINTOCK, PLAYED A KEY ROLE. THE FULL-SIZE REPLICA OF THE DARTER CONNING TOWER, LOCATED IN MARQUETTE'S LOWER HARBOR PARK, IS A MEMORIAL TO THE CREW AND THEIR ACCOMPLISHMENT. THE MCCLINTOCK ANNEX, LOCATED INSIDE THE MARITIME MUSEUM BUILDING, INTERPRETS THE CONTRIBUTIONS MADE BY THE CREWS OF THE DARTER AND DACE TO THE FINAL VICTORY IN THE PACIFIC. DURING THE BATLLE OF LEYTE GULF, THE DARTER AND HER FLEET-MATE DACE OPERATED AS TWO SUBMARINE WOLFPACK. THE ANNEX CONTAINS MANY ITEMS RELATING TO THE BATTLE, INCLUDING A WORKING WWII SUBMARINE PERISCOPE, COMPUTER-CONTROLLED BATTLE DIORAMA AND VARIOUS ARTIFACTS FROM THE SUBMARINES AND THEIR CREWS. CHILDREN'S ACTIVITIES: MUSEUM-SPONSORED SCHOOL FIELDTRIPS BROUGHT ABOUT 850 STUDENTS TO THE MUSEUM AND MARQUETTE HARBOR LIGHTHOUSE IN 2023, MANY WITH ORGANIZED SCHOOL CLASSES AND OTHERS WITH HOMESCHOOL ORGANIZATIONS. FIELDTRIPS ARE ADMITTED FREE TO THE MUSEUM. IN 2023, WITH A GRANT FROM THE MARQUETTE COMMUNITY FOUNDATION, THE MUSEUM ADDED ANOTHER IN-THE-CLASSROOM FIELDTRIP OPTION WITH VOLUNTEER GREAG SANDELL VISITING CLASSROOMS WITH A PROGRAM ON THE HISTORY OF THE MARQUETTE COAST GUARD. THE MUSEUM ALSO REVISED AND REISSUED THE BOOK MARQUETTE SHIPWRECKS AS AN EDUCATION RESOURCE TO GIVE TO CLASSROOM TEACHERS AS PART OF OUR FREE SCHOOL FIELDTRIP PROGRAM. THE MUSEUM CONTINES TO COLLABORATE WITH LIBERTY CHILDREN'S ART PROJECT ON FREE ART/HISTORY WORKSHOPS FOR KIDS. OUR PLEIN AIR PAINTING WORKSHOP IS OFFERED EVERY JUNE AS A FREE ACTIVITY DURING THE CITY OF MARQUETTE'S ART WEEK WITH TWO ADDITAIONL ART/HISTORY WORKSHOPS LATER IN THE SUMMER. SPECIAL EVENTS: THE MUSEUM HOSTS ITS ANNUAL FUNDRASIER, "GHOSTS OF LIGHTHOUSE POINT" OVER THREE DAYS IN OCTOBER. DURING THE WINTER MONTHS, MARITIME HISTORY ON TAP, A LECTURE SERIES ON A VARIETY OF MARITIME TOPICS, IS HELD MONTHLY AT THE ORE DOCK BREWING COMPANY. IN 2023 THE MUSEUM HOSTED LAKE SUPERIOR DAY IN JULY AND ATTENEDED THE MICHIGAN LIGHTHOUSE FESTIVAL IN AUGUST. SPECIAL SUNRISE, EVENING, AND PARANORMAL LIGHTHOUSE TOURS ARE OFFERED THORUGHOUT THE SUMMER. ALL EVENTS ARE WELL COVERED BY THE LOCAL PRINT, TV, AND SOCIAL MEDIA SPREADING THE MARITIME MESSAGE EVEN FURTHER. |
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