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Heritage Museum of Orange County

 3101 W Harvard Street
 Santa Ana, CA 92704
[P] (714) 540-0404 x 224
[F] (714) 540-1932
www.heritagemuseumoc.org
https://www.facebook.com/HeritageMuseumOC/
[email protected]
Kevin Cabrera
FOUNDED: 1979
INCORPORATED: 1981
 Printable 1 Page Summary
 Printable Profile
Organization DBA Heritage Museum of Orange County
Former Names Centennial Heritage Museum of Orange County (2003)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3665050 00000

Summary


Mission StatementMORE »

The Heritage Museum of Orange County is a cultural and natural history center dedicated to preserving, promoting, and restoring the heritage of Orange County and the surrounding region through quality hands-on educational programs for students and visitors of all ages.

 

Mission Statement

The Heritage Museum of Orange County is a cultural and natural history center dedicated to preserving, promoting, and restoring the heritage of Orange County and the surrounding region through quality hands-on educational programs for students and visitors of all ages.

 


FinancialsMORE »

Fiscal Year 2018
Projected Expenses $511,419.00
Projected Revenue $578,394.00

ProgramsMORE »

  • Urban Agriculture
  • Historical Tours
  • Environmental Programs

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The Heritage Museum of Orange County is a cultural and natural history center dedicated to preserving, promoting, and restoring the heritage of Orange County and the surrounding region through quality hands-on educational programs for students and visitors of all ages.

 


Background Statement

Heritage Museum’s historic plaza features several buildings from the 1890s, including the Kellogg House, familiar to teachers and students throughout Orange County as a favorite field trip destination for more than 25 years. The house, designed in 1898 by Hiram Clay Kellogg, was home to three generations of Kelloggs prior to the family’s donation to the museum. It was moved to the grounds in 1980 and is now used for hands-on education about early California and Santa Ana life.

 In addition to the Kellogg House, the HMOC grounds include the historic Maag House, built by John Anton Maag in 1899, and its two associated out-buildings which were moved from Fairhaven Memorial Park to the museum in 1982. The house was designed for a family with ten children; it had seven bedrooms, two parlors, a kitchen and a pantry – but only one bathroom. The Maag House awaits restoration funding and will be home to a exhibit on the Maag family with space for rotating and traveling exhibits. The Maag complex includes a carriage barn which contains classroom, office, and meeting space, and a water tower which has been restored and converted to a gift shop.

 

Also located on the 11-acre HMOC property is theNatural Area which includes the last surviving freshwater marsh in Santa Ana. The area is home to various animals, including coyotes, red tail hawks, rabbits, and squirrels. Egrets, ducks, and other waterfowl also stop here during wet seasons. The plant life in the reserve is being restored to its native state with help from a grant funded by Earth Island Institute through their Southern California Wetlands Recovery Project.


Impact Statement

Environment:

FY2012We obtained a grant to begin restoration of our wetlands, part of our nature area, now informally called the Gospel Swamp Nature Area.

FY 2013This restoration project will continue and include students from area high schools and the local community on a monthly work day. This area will become an educational site for students in the area to learn about watershed protection, aquifer replenishment and wildlife in urban settings as well as the history of agriculture in Orange County.


Education:

FY2012We improved our educational outreach to include extended-day learning centers to include 1400 students in summer programming. Early Literacy programs included collaboration with area preschools. We saw approximately 400 students from these preschool programs.

FY2013We have developed a bus scholarship fund for area Title I Schools. Our goal is raise $10,000 for this year. This will allow us bring an additional 2500 students here.

Exhibits/Collections/Festivals:

FY2012We completed an online database for our entire collection of artifacts. It is the first time in the museum‘s history that we have had a complete listing.   We had our first Smithsonian Museum sponsored “Museum Day” which allowed visitors to come the museum for free. About 250 visitors were able to take advantage of this day. We had three additional exhibits which showcased parts of Orange County History.

We had our first annual Gospel Swamp Historic Arts Festival which was funded by Arts OC and Orange County Community Foundation. Its purpose was to showcase everyday living skills from our early California past that are now viewed as art forms. This included artist saddle makers, blacksmiths, basket weavers, yarn and fabric dyers, soap makers, woodcarvers and others.

FY2013Sponsorship search for “Journey Stories” a traveling exhibit from the Smithsonian Museum’s “Museums on Main Street” program will begin. Goal is to raise $50,000 for transportation, marketing and exhibit space upgrades.

 
We are now a site for Civil War Days. It is an encampment that will occur each year in the summer for two days.  Visitors will be able to see how life was for Union and Confederate Soldiers alike. Weaponry, artillery will be on display. 

Needs Statement

Bus Scholarships for Title I Schools in Orange County. This initiative will allow an additional 2500 students to visit the museum. ($10,000)

Funding to create curriculum and community outreach for wetland area restoration. ($50,000)

Marketing Volunteer to lead marketing initiative for upcoming events and general awareness of the museum. This will include print, online and social media.

We are looking for the sponsors to offset the cost of transportation for the Smithsonian Exhibit “Hometown Teams" to the Heritage Museum of Orange County, additional funding is needed for marketing the exhibit and also exhibit space renovation. ($20,000 total)

Bus Scholarships for Title I Schools in Orange County. This initiative will allow an additional 2500 students to visit the museum. ($10,000)

Funding to create curriculum and community outreach for wetland area restoration. ($50,000)

Marketing Volunteer to lead marketing initiative for upcoming events and general awareness of the museum. This will include print, online and social media


CEO Statement

As a historian of Orange County, I understand the uniqueness and richness of our cultural and natural history. I am a firm believer that people become invested individuals in their community when they understand or begin the grasp their history, heritage, and culture. Heritage Museum is a historical oasis to learn and engage interactively in your culture, heritage, and history. Our programs are fun and educational for people of all ages. I am excited to see the museum grow and with your help we can see more of our community reflect in their past.

Board Chair Statement

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Other Ways to Donate/Volunteer

Annual Membership is the foundation of support for Heritage Museum Volunteers - Our volunteers provide an invaluable service to the museum while enjoying our unique cultural atmosphere.CorporateOur corporate sponsors grant us the means to support our vision. Help us empower your community by becoming a sponsor today.Make a Donation by MailYou can send your tax-deductible donation made payable to Heritage Museum of Orange County directly to:Heritage Museum of Orange County 3101 West Harvard Street, Santa Ana, CA 92704If you desire a particular disbursement of your funds, please include that in the memo line of the check or in a letter accompanying your donation.Make a donation by TelephonePlease call us today at 714.540.0404. We accept Visa and MasterCard over the phone.Make a PledgeTo pledge to make a gift to the Heritage Museum of Orange County please call us at 714.540.0404.FoundationsFoundation grants sustain the Heritage Museum of Orange County in its efforts to enrich children’s education, promote nature preservation, physical fitness and a positive mental attitude.Naming OpportunitiesPlace your name, the name of a loved one or your company’s name on one of our many venues as an ongoing acknowledgment for the years to come.Shop with iGiveThis online service allows you to sign up and designate HMOC as a “cause” to receive a percentage of every online purchase you make from member retailers. The best thing about the iGive program is that it costs you nothing. Sign up now atwww.igive.com/hmoc.Donate a CarHeritage Museum of Orange County has partnered with Cars 4 Causes® to process their vehicle donations. To learn more or arrange a donation, visitCars 4 Causes.For more information on any of the ways that you can contribute, Please visit our websitewww.heritagemuseumoc.orgor call direct to Candace Chromy at 714 5400-0404

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Central Orange County
West Orange County
South Orange County
North Orange County
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Organization Categories

  1. Arts,Culture & Humanities - History Museums
  2. Environment - Environmental Education
  3. -

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Programs


Urban Agriculture

Our Gospel Swamp Farm is a 2 acre space which allows the museum to have an open canvas of learning that pertains to urban agriculture. In addition, the farm allows the museum to teach about the importance of sustainability, living healthy, organic growing and more.
Budget  25,000
Category  Arts, Culture & Humanities, General/Other Cultural Heritage
Population Served Adults Adolescents Only (13-19 years) Hispanic, Latino Heritage
Program Short-Term Success  Engaging our local youth community to participate and understand that aspects of food.
Program Long-Term Success  Develop an urban agricultural center dedicated to understanding the cultural impacts of the food system along with the long term healthy impacts in a community.
Program Success Monitored By  Student assessments
Examples of Program Success  --

Historical Tours

The Heritage Museum of Orange Countyis one of the most interesting cultural and natural history centers in Southern California. The centerpiece of the museum, which covers nearly 12 acres in all, is a historic plaza featuring several buildings from the 1890s set amid extensive floral gardens and citrus groves. Among these is the Kellogg House, familiar to teachers and students throughout Orange County as a favorite field trip destination for over 25 years.

Our programming offers school children the opportunity to partake in innovative hands-on programs designed to encourage exploratory and imaginative learning. Dedicated to enhancing education, the museum has helped preserve, promote and restore the heritage of Orange County and the surrounding regions since 1985

 

Budget  $250,000.00
Category  Arts, Culture & Humanities, General/Other History & Historical Programs
Population Served Children and Youth (0 - 19 years) Adults
Program Short-Term Success 
The students and visitors come away from their day here at the museum smiling and knowing more about the ways of life that were once common in Orange County whether it was our Native Tribes, the early Spanish settlers or the settlers that came later from other parts of the USA, Europe, or Asia. One student exclaimed "that this was the best day he had ever had in school."
Program Long-Term Success 
The long term success of this museum is to build a long term appreciation for history, preservation of the past and that the museum is looked to as a repository and resource for all things historic in Orange County.
Program Success Monitored By 
We have been a favorite field trip site for over 25 years for elementary students. Many teachers come back year after year knowing that they will be able to have their students have an experience that only a living history museum can offer. Our adult visitor count has been increasing over the past two years as we increase our exhibit space and rotate exhibits with interesting information about early Orange County leaders, developers, and characters.
Examples of Program Success 
We had over 250 people visit the museum on Museum Day Live, sponsored by Smithsonian Magazine in September of 2013. On a typical public hours day we will have 25-30 visit the museum. These types of events coupled with our own unique exhibits help to instill in the mind of the public that we are a place to visit again and again. We have the Gospel Swamp Historic Arts Festival that show cases what once were every day living skills and are now looked at as art forms, such as blacksmithing, saddemaking and basket weaving. These events help to keep the old ways alive. 

Environmental Programs

The Natural Area will serves students from Kindergarten through College in hands-on ecology and natural history programs. Habitat restoration, biological sciences and other field sciences are offered.
Budget  $30,000.00
Category  Environment, General/Other Environmental Education
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 
Area  high schools have used the natural area to help educate students on the environment, the importance of wetlands and animal populations in an urban environment. We have had 225 students visit this year to engage in these activites. Additionally, we have a special needs preschool next door to the museum that comes one time per week to have sensory experiences in the outdoors. We engage 30 students per week in this program.
Program Long-Term Success 
This is a new program for us in FY 2012-2013. We have connected with two local high schools that are using our property for environmental science field work. Additionally, we have begun a community based out reach program to encourage local engagement in the outdoors. We will be creating a natural area that allows local residents and school children to learn about the environment and water quality management. This will include trails, educational signage, restored wetlands and  open space for wildlife viewing.
Program Success Monitored By 
Our success has been measured by two additonal high school classes will be using the property this Fall when school begins. Additionally, we have Head Start classess beginning this fall as well.
Examples of Program Success 
Students come away with a better understanding of their environment and the outdoors. Teachers of Special Needs Students report that children continue to talk about their experiences for days after coming to the natural area. This is most important especially in children exhibiting Autistic behaviors where communication can be limited.  High school students have done special projects here including  videos of the importance of wetlands, soil, and plant propagation experiments. We have increased our volunteer involvement and interest by 50% in this area over the last two years.

Management


CEO/Executive Director Kevin Cabrera
CEO Term Start Mar 2015
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Colleen Mensel 2008 Mar 2011
Cheryl Brothers 2000 2008

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Coastkeepers, Trails4All, Head Start,Master Gardeners, OC Blacksmith Guild, OC Astronomers, AISS, SAUSD, Kiwanis, CSUF, UCI, Valley High School, Godinez High School,

Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 18
Number of Volunteers 327
Number of Contract Staff 2
Staff Retention Rate % 95%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 1
Caucasian: 11
Hispanic/Latino: 7
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 11
Male: 9
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 1
Management Succession Plan No
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Tri-Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

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Governance


Board Chair Drew Hatcher
Board Chair Company Affiliation --
Board Chair Term July 2016 - June 2018
Board Co-Chair Sandra Cervantes
Board Co-Chair Company Affiliation --
Board Co-Chair Term July 2016 - June 2018

Board Members

Name Company Affiliations Status
Mark Bello SAUSD Voting
Sandra Cervantes Miniondas Voting
Anita Ford SAUSD Elementary School Principal Voting
Yvonne Gonzalez Duncan Community Volunteer --
John Harmon -- Voting
M. Drew Hatcher Behr Process Voting
John Hoganson -- Voting
Debra Holmes Cangelosi & Holmes, CPA Voting
Jacqueline Meese -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 2
Caucasian: 8
Hispanic/Latino: 2
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 6
Male: 6
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 50%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Operations

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $578,394.00
Projected Expenses $511,419.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2012 Heritage Museum Audited FS 06 30 12

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $695,212 $542,811 $531,642
Total Expenses $535,847 $456,751 $564,559

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$271,247 $149,661 $189,539
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 $0
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $214,867 $207,170 $329,001
Investment Income, Net of Losses -- $0 $0
Membership Dues -- $0 $0
Special Events $13,102 $10,525 $13,102
Revenue In-Kind -- $0 $0
Other $195,996 $164,930 $-13,102

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $351,309 $289,298 $389,846
Administration Expense $135,563 $122,509 $133,074
Fundraising Expense $48,975 $44,944 $41,639
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 1.30 1.19 0.94
Program Expense/Total Expenses 66% 63% 69%
Fundraising Expense/Contributed Revenue 17% 28% 21%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $1,958,888 $1,796,457 $1,700,251
Current Assets $446,050 $210,600 $112,202
Long-Term Liabilities -- $14,855 $11,729
Current Liabilities $140,750 $114,840 $107,820
Total Net Assets $1,818,138 $1,666,762 $1,580,702

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 3.17 1.83 1.04

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 1% 1%
Endowment Value --
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s as well as consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.