THE REVS INSTITUTE INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE REVS INSTITUTE INC (EIN 26-3056526)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-12
- IRS object ID
- 202400439349100220
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T15:51:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH CLEMATIS STREET SUITE 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263056526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REVS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REVS | BusinessNameControlTxt |
| Phone | 2393262008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 GOODLETTE RD N | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA D WALKER | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 2393262008 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | WALKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON D DAVIS | PreparerPersonNm |
| PTIN | P00641426 | PTIN |
| Phone | 5618056550 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,772,055 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,284,743 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,550 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,550 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $51,393 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $51,393 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $51,393 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $51,393 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $752,961 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $752,961 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,091,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,943 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $806,904 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $521,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $6,519 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $515,027 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $150,968 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $150,968 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,663 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,663 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $424,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $71,012 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $353,040 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $32,337 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $141,750 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $212,003 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $16,609 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $195,394 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $83,586 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $83,586 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,268,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $658,821 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $609,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,905,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $752,961 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,010,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,905,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $752,961 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,010,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,365 | CashBOYAmt |
| Cash EOY | $129,156 | CashEOYAmt |
| Cash EOYFMV | $129,156 | CashEOYFMVAmt |
| Acct Rcvbl | $4,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $683 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,500 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,662 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,912 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,912 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,531,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,010,966 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $620,070 | LandBOYAmt |
| Land EOY | $520,289 | LandEOYAmt |
| Land EOYFMV | $520,289 | LandEOYFMVAmt |
| Other Assets BOY | $8,817,391 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,116,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,116,198 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,608,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,772,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,772,055 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,532 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $2,908 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $562 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $562 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,585,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,771,493 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,585,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,608,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,772,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,585,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,771,493 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,771,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MV AUGUSTA F4 MOTORCYCLE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-03-16 | AcquiredDt |
| Sold | 2022-12-13 | SoldDt |
| Gross Sales Price | $4,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,662 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,662 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,912 | OverpaymentAmt |
| Applied To ES Tax | $1,912 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.REVSINSTITUTE.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393262008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 GOODLETTE RD N | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MILES C COLLIER | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | DIRECTOR & CHAIRMAN | 4.00 | $0 | $0 | $0 |
| L SCOTT GEORGE | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | EXECUTIVE DIRECTOR & VICE PRES | 8.00 | $0 | $0 | $0 |
| PARKER J COLLIER | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| SANDRA D WALKER | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN S GIBSON | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT A WALTON | ||||||||
| 2550 GOODLETTE RD N | NAPLES | FL | 34103 | DIRECTOR | 8.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ELLIS | ||||||||
| 8462 KARINA COURT | NAPLES | FL | 34114 | TECHNICIAN | 40.00 | $84,956 | $27,547 | $0 |
| DAMON MAY | ||||||||
| 4984 30TH PLACE SW | NAPLES | FL | 34116 | COLLECTIONS DETAILER | 40.00 | $52,000 | $16,664 | $0 |
| NADIA TALICEO | ||||||||
| 3150 LA COSTA CIRCLE 204 | NAPLES | FL | 34105 | ASSISTANT LIBRARIAN | 40.00 | $53,560 | $13,699 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OCLC | |||||
| 6565 KILGOUR PLACE | DUBLIN | OH | 43017 | SHARED TECHNOLOGICAL SERVICES - LIBRARY ORG | $98,464 |
| INTERCITY LINES INC | |||||
| 552 OLD WEST BROOKFIELD RD | WARREN | MA | 01083 | VEHICLE TRANSPORTATION SERVICES | $78,945 |
| ARTICHCATE ARTICHOKE CATERING INC | |||||
| 11920 SARADRIENNE LN | BONITA SPRINGS | FL | 34135 | CATERING SERVICES | $72,194 |
| WALTON ROBERT DBA ROBERT A WALTON LLC | |||||
| 652 HIDEAWAY LANE EAST | HIDEAWAY | TX | 75771 | CONSULTING SERVICES | $68,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | REVS INSTITUTE INC. MANAGES AND FACILITATES AN EDUCATIONAL RESEARCH LIBRARY DEDICATED TO THE INTERDISCIPLINARY STUDY ON ALL FACETS OF THE AUTOMOBILE RANGING FROM ITS HISTORY, MANUFACTURING, AGENT FOR SOCIAL CHANGE, PSYCHO-SOCIAL PERSONIFICATION, RECREATIONAL AND SPORTING USE. THIS EXTENSIVE LIBRARY IS AVAILABLE FREE OF CHARGE TO ACCREDITED RESEARCHERS AND EDUCATIONAL ORGANIZATIONS BY APPOINTMENT BASIS AND THROUGH ONLINE ACCESS. REVS INSTITUTE INC. OFFERS 144 ARCHIVAL COLLECTIONS, OVER 23,100 BOOKS, 1,677 MAGAZINE TITLES, 201,677 MAGAZINE & JOURNAL ISSUES, AND 1,500,000 ORIGINAL IMAGES OF WHICH 730,095 ARE DIGITIZED AND ON RDL (REVS DIGITAL LIBRARY). REVS INSTITUTE INC. ADDED SEVERAL LIBRARY COLLECTIONS IN 2022: THE RENZO CASTAGNETO PAPERS, COLLECTION ON MICHELIN TIRES, MERCEDES CAR MODEL COLLECTION, RALPH MULFORD COLLECTION, RALPH STEIN COLLECTION, HENRY RYAN COLLECTION OF AUTOMOBILE SALES LITERATURE, OTTO ZAISER PHOTOGRAPH ALBUM, AND COLLECTION OF MOTORCYCLE FESTIVAL PAPERS. | Description1Txt |
| Expenses1 | $497,776 | Expenses1Amt |
| Description2 | REVS INSTITUTE INC. WAS SELECTED TO HOST A JOINT MEETING OF THE NATIONAL ASSOCIATION OF AUTOMOBILE MUSEUMS AND THE WORLD FORUM FOR MOTOR MUSEUMS ON NOVEMBER 9, 2022 THROUGH NOVEMBER 12, 2022. THE CONFERENCE THEME WAS "THE FUTURE OF THE PAST IS COLLABORATION AND INCLUDED 42 KEYNOTE SPEAKERS, SOME OF WHICH ARE PART OF THE LEADERSHIP OF THE AMERICAN ALLIANCE OF MUSEUMS AND THE INTERNATIONAL OCLC CONSORTIUM. THE ATTENDEES INCLUDED MOTOR MUSEUM PROFESSIONALS, PRINCIPALS, OWNERS AND COLLECTORS. THE FORUM INTINERARY INCLUDED 34 EDUCACIONAL EVENTS. TOPICS INCLUDED AUTOMOBILE ARCHAEOLOGY AND THE MUSEUM, EUROPEAN MUSEUMS WORKING TOGETHER, RELEVANCE OF MOBILITY IN THE LIFECYCLE OF VEHICLES, AND ACOUSTIC EMISSION: A TOOL FOR RESTARTING HISTORICAL ENGINES. | Description2Txt |
| Expenses2 | $136,375 | Expenses2Amt |
| Description3 | REVS INSTITUTE INC. ENTERS VARIOUS AUTOMOBILES IN HISTORIC RACES, HISTORIC CAR TOURS, CAR SHOWS AND CONCOURS DE ELEGANCE EVENTS. THE EXHIBITIONS EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE AUTOMOBILE, INCLUDING TEXT LABELS FOR SPECIFIC CARS EXPLAINING THEIR SIGNIFICANCE AND HISTORICAL PERSPECTIVE, AND TRAINED STAFF WHO PROVIDE INFORMATION ON THE AUTOMOBILE. REVS INSTITUTE INC. PARTICIPATED IN SEVERAL EVENTS DURING 2022 INCLUDING THE AMELIA CONCOURS D'ELEGANCE, PACIFIC UNION CAR SHOW, HIGHLANDS MOTORING EVENT, PEBBLE BEACH EVENT, AND NICOLA BULGARI AWARD PRESENTATION (AUTOMOTIVE HERITAGE). | Description3Txt |
| Expenses3 | $202,625 | Expenses3Amt |
| Description4 | REVS INSTITUTE INC PROVIDED EDUCATIONAL TOURS OF THE AUTOMOBILE COLLECTION TO APPROX. 23,166 GUESTS IN 2022 WHICH INCLUDED GENERAL ADMISSION TO 17,893 GUESTS AND CHARITABLE ADMISSIONS (CARS & COFFEE EVENT) TO 287 GUESTS. REVS INSTITUTE INC HOSTED 430 TOURS IN 2022, WHICH INCLUDED 4,827 TOUR GUESTS. ALL GUESTS VISIT REVS INSTITUTE INC TO DEEPEN THEIR UNDERSTANDING AND APPRECIATION OF ONE OF THE MOST SIGNIFICANT OF ALL TECHNOLOGICAL INVENTIONS IN THE TWENTIETH CENTURY - THE AUTOMOBILE. | Description4Txt |
| Expenses4 | $806,620 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,537 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $245,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $245,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,010,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $340,775 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,351,199 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-12-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $127 | CurrentYearAmt |
| Year1 | $133 | Year1Amt |
| Year2 | $49 | Year2Amt |
| Year3 | $92 | Year3Amt |
| Total | $401 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $108 | CurrentYearAmt |
| Year1 | $113 | Year1Amt |
| Year2 | $42 | Year2Amt |
| Year3 | $78 | Year3Amt |
| Total | $341 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,351,199 | CurrentYearAmt |
| Year1 | $3,165,124 | Year1Amt |
| Year2 | $3,354,413 | Year2Amt |
| Year3 | $2,852,816 | Year3Amt |
| Total | $11,723,552 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,351,199 | CurrentYearAmt |
| Year1 | $3,165,124 | Year1Amt |
| Year2 | $3,354,413 | Year2Amt |
| Year3 | $2,852,816 | Year3Amt |
| Total | $11,723,552 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,800,599 | CurrentYearAmt |
| Year1 | $8,531,035 | Year1Amt |
| Year2 | $8,073,880 | Year2Amt |
| Year3 | $7,141,416 | Year3Amt |
| Total | $33,546,930 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,798,062 | CurrentYearAmt |
| Year1 | $8,528,373 | Year1Amt |
| Year2 | $8,072,897 | Year2Amt |
| Year3 | $7,139,568 | Year3Amt |
| Total | $33,538,900 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $85 | CurrentYearAmt |
| Year1 | $89 | Year1Amt |
| Year2 | $33 | Year2Amt |
| Year3 | $61 | Year3Amt |
| Total | $268 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,037,704 | CurrentYearAmt |
| Year1 | $3,739,442 | Year1Amt |
| Year2 | $3,617,753 | Year2Amt |
| Year3 | $3,795,878 | Year3Amt |
| Total | $14,190,777 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $887,704 | CurrentYearAmt |
| Year1 | $1,689,285 | Year1Amt |
| Year2 | $392,753 | Year2Amt |
| Year3 | $895,878 | Year3Amt |
| Total | $3,865,620 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,393 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $12,135 | Year2Amt |
| Year3 | $55,469 | Year3Amt |
| Total | $118,997 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILES C COLLIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| EDUCATIONAL TOURS AND ADMISSIONS | $461,942 |
| EDUCATIONAL MATERIALS | $231,297 |
| EVENTS INCLUDING WORLD FORUM | $59,722 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,550 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $51,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $752,961 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $806,904 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1B | EDUCATIONAL TOURS OF AND GENERAL ADMISSIONS TO AUTO AND LIBRARY COLLECTIONS TO 23,166 PEOPLE, STUDENTS, RESEARCHERS AND PROFESSIONALS. |
| 1C | EDUCATIONAL MATERIALS INCLUDING 287 RESEARCH PROJECTS PROVIDED TO PROFESSORS AND RESEARCHERS WHICH INCLUDED 1462 IMAGES SOLD. |
| 1E | THE BIENNIAL WORLD FORUM FOR MOTOR MUSEUMS WAS HELD AT REVS INSTITUTE INC. MUSEUM IN NOVEMBER 2022. THE CONFERENCE THEME WAS "THE FUTURE OF THE PAST IS COLLABORATION". THE FORUM WAS A FOUR DAY EVENT OFFERING KEYNOTE SPEAKER SESSIONS OF WHICH MILES C. COLLIER PRESENTED REGARDING THE AUTOMOBILE ARCHAEOLOGY AND THE MUSEUM (REVS), CONTINUING HIS LIFE-LONG ADVOCACY OF THE IMPORTANCE OF THE AUTOMOBILE. ATTENDEES INCLUDED MOTOR MUSEUM PROFESSIONALS, PRINCIPALS, OWNERS AND COLLECTORS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MILL PARK FOUNDATION INC | |||||||
| 1 | 2550 GOODLETTE RD N | NAPLES | FL | 34103 | $150,000 | Yes (X) | |
| NATIONAL PHILANTHROPIC TRUST CO JP MORGAN CHARITABLE GIVIN | |||||||
| 2 | 165 TOWNSHIP LINE ROAD STE 1200 | JENKINTOWN | PA | 19046 | $2,000,000 | Yes (X) | |
| LEE MACDONALD | |||||||
| 3 | PO BOX 2500 | FT LAUDERDALE | FL | 33303 | $5,000 | Yes (X) | |
| MACDONALD FOUNDATION | |||||||
| 4 | PO BOX 803878 | CHICAGO | IL | 60680 | $7,500 | Yes (X) | |
| ST CROIX VALLEY FOUNDATION | |||||||
| 5 | 516 2ND ST STE 214 | HUDSON | WI | 54016 | $5,000 | Yes (X) | |
| MARK J SMITH | |||||||
| 6 | 2550 GOODLETTE RD N | NAPLES | FL | 34103 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 6 | ContributorNum |
| Noncash Property | 1931 FORD A MCMILLEN SPECIAL | NoncashPropertyDesc |
| Fair Market Value | $50,000 | FairMarketValueAmt |
| Received | 2022-07-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX CONSULTING | CategoryTxt |
| Amt | $9,115 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,115 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FOR 2022, THE AVERAGE CASH BALANCE IS DEEMED TO BE 100% CHARITABLE USE BECAUSE ALL THE ACTIVITY OF THE OPERATING FOUNDATION IS CHARITABLE AND FUNDS ARE DONATED TO COVER SUCH COSTS AS NEEDED. THERE IS CURRENTLY NO EXCESS CASH FOR NON-CHARITABLE PURPOSES. | ShortExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $1,100,443 | $634,913 | $465,530 | $465,530 |
| MACHINERY & EQUIPMENT | $26,346 | $17,945 | $8,401 | $8,401 |
| COMPUTER EQUIPMENT | $228,386 | $191,429 | $36,957 | $36,958 |
| SOFTWARE | $176,080 | $166,679 | $9,401 | $9,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,663 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61,663 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIBRARY COLLECTION | $5,836,626 | $6,049,200 | $6,049,200 |
| FINE ART | $7,758 | $7,758 | $7,758 |
| AUTOMOBILES | $2,973,007 | $3,059,240 | $3,059,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UNIFORMS | $13,267 | $0 | $0 | $13,267 |
| OFFICE EXPENSE & SUPPLIES | $49,494 | $0 | $8,394 | $41,100 |
| DUES AND SUBSCRIPTIONS | $144,295 | $0 | $0 | $144,295 |
| POSTAGE AND SHIPPING | $120,799 | $0 | $0 | $120,799 |
| EDUCATIONAL MATERIALS PRODUCTION | $98,036 | $0 | $98,036 | $0 |
| REPAIRS AND MAINTENANCE | $126,296 | $0 | $4,094 | $122,202 |
| INSURANCE | $470,597 | $0 | $434,140 | $36,457 |
| BUSINESS GIFTS | $3,777 | $0 | $0 | $3,777 |
| GASOLINE AND PROPANE | $2,670 | $0 | $0 | $2,670 |
| VEHICLE MAINTENANCE & CONSERVATION | $80,878 | $0 | $54,435 | $26,443 |
| RACING ENTRY FEES | $2,632 | $0 | $0 | $2,632 |
| PAYROLL SERVICE | $3,505 | $0 | $0 | $3,505 |
| SHOP TRASH | $1,618 | $0 | $0 | $1,618 |
| BANK CHARGES | $23,780 | $0 | $0 | $23,780 |
| PROGRAM EXPENSE | $2,619 | $0 | $0 | $2,619 |
| WORLD FORUM EXPENSE | $114,355 | $0 | $59,722 | $54,633 |
| SPECIAL EXHIBITS | $8,331 | $0 | $0 | $8,331 |
| SECURITY | $1,166 | $0 | $0 | $1,166 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EDUCATIONAL TOURS AND ADMISSIONS | $461,942 | $461,942 |
| EDUCATIONAL MATERIALS | $231,297 | $231,297 |
| EVENTS INCLUDING WORLD FORUM | $59,722 | $59,722 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALES TAX PAYABLE | $961 | $562 |
| 401K PAYABLE | $1,947 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING FOR BROCHURES AND PR | $32,007 | $0 | $0 | $32,007 |
| COMPUTER SERVICES FOR COMPUTER AND WEBSITE MAINTENANCE | $49,180 | $0 | $22,615 | $26,565 |
| PORTFOLIO MANAGEMENT FEES 401K | $16,394 | $0 | $0 | $16,394 |
| WORLD FORUM | $1,375 | $0 | $0 | $1,375 |
| OTHER PROFESSIONAL FEES | $319,895 | $0 | $48,397 | $271,498 |
| PROFESSIONAL FEES - PHOTOGRAPHY | $2,023 | $0 | $0 | $2,023 |
| EDUCATIONAL PROGRAMS | $720 | $0 | $0 | $720 |
| PROFESSIONAL FEES - DIGITIZATION OF PRINT OR PHOTO | $2,458 | $0 | $0 | $2,458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $31,300 | $0 | $0 | $31,300 |
| MISC. TAXES & LICENSES | $1,037 | $0 | $0 | $1,037 |
| FEDERAL EXCISE TAX | $750 | $0 | $0 | $0 |
Comments