SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC: Form 990, tax year 2022
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- Organization
- SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC (EIN 59-2775992)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-05-23
- IRS object ID
- 202401449349301005
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-23T10:38:45-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592775992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELL MUSEUM AND EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 2393952233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 SANIBEL CAPTIVA ROAD | AddressLine1Txt |
| City | SANIBEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33957 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SHAFFER | PersonNm |
| Person Title | TRUSTEE-PRES | PersonTitleTxt |
| Phone | 2393952233 | PhoneNum |
| Signature | 2024-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | SHAFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC WHITFIELD CPA | PreparerPersonNm |
| PTIN | P00125986 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2024-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA SHAFFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 SANIBEL CAPTIVA ROAD | AddressLine1Txt |
| City | SANIBEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,372,052 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHELLMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE ABOUT SHELLS THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY AND PUBLICATIONS; TO FURTHER AWARENESS OF NATURE; TO PROMOTE COLLECTION-BASED RESEARCH WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $851,731 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,846,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,109,470 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $902,625 | CYProgramServiceRevenueAmt |
| PY Investment Income | $229,744 | PYInvestmentIncomeAmt |
| CY Investment Income | -$648,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | $268,388 | PYOtherRevenueAmt |
| CY Other Revenue | $148,506 | CYOtherRevenueAmt |
| PY Total Revenue | $2,459,333 | PYTotalRevenueAmt |
| CY Total Revenue | $2,249,021 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $148,604 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $125,630 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $121,891 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,613,788 | PYOtherExpensesAmt |
| CY Other Expenses | $1,959,625 | CYOtherExpensesAmt |
| PY Total Expenses | $1,762,392 | PYTotalExpensesAmt |
| CY Total Expenses | $2,085,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $696,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $163,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,123,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,405,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $478,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,645,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,304,114 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") WAS ORGANIZED UNDER THE LAWS OF FLORIDA ON OCTOBER 1, 1986, AS A NON-PROFIT CORPORATION. THE FOUNDATION WAS ESTABLISHED TO OPERATE A CENTER IN SANIBEL, FLORIDA FOR PUBLIC EDUCATION AND FOR THE STUDY, RESEARCH, AND DISPLAY OF MOLLUSKS AND OTHER MARINE LIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,300,398 | ExpenseAmt |
| Revenue | $902,625 | RevenueAmt |
| Desc | TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO PROMOTE COLLECTION- BASED RESEARCH ON SHELLS AND MOLLUSKS WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. OPERATION OF A PUBLIC MUSEUM AND EDUCATIONAL CENTER FEATURES MORE THAN 30 EXHIBITS OF MOLLUSKS FROM AROUND THE WORLD. EXHIBITS ARE DEVOTED TO SHELLS IN ART AND HISTORY, SHELL HABITAT, RARE SPECIMENS, FOSSIL SHELLS, COMMON SOUTHWEST FLORIDA SHELLS, AND MORE. THE LEARNING LAB FEATURES A HANDS-ON PLAY AREA FOR CHILDREN, DISPLAYS, GAMES, AND A TANK WITH INDIGENOUS MOLLUSKS. A HALF-HOUR VIDEO, MOLLUSKS IN ACTION, IS SHOWN ON THE HOUR, AND A CHILDREN'S VIDEO IS SHOWN CONTINUOUSLY. THE MUSEUM STORE OFFERS A WIDE SELECTION OF SHELL BOOKS. | Desc |
| Total Program Service Expenses | $1,300,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT CONGRESS | PersonNm |
| Phone | 2393952233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1580 | AddressLine1Txt |
| City | SANIBEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33957 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SAMUEL ANKERSON | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $125,629 | $0 | $28,613 | |
| MARK ANDERSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CLAIR BECKMANN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SCOT CONGRESS | ||||||
| PRES-12/2023 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY DYER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BARBARA ELLIS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROGER GROGMAN | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIFFANI KALIKO | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ARLENE MOWRY | ||||||
| VICE PRESIDE | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRAN PETERS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SHEA PHD | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH PODOLSKY | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA SHAFFER | ||||||
| TRUSTEE-PRES | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,629 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $28,613 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINET | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE STE 600 | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE LEASE | ServicesDesc |
| Compensation | $915,850 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $107,681 | MembershipDuesAmt |
| Fundraising | $223,545 | FundraisingAmt |
| Government Grants | $114,099 | GovernmentGrantsAmt |
| All Other Contributions | $1,400,821 | AllOtherContributionsAmt |
| Noncash Contributions | $30,556 | NoncashContributionsAmt |
| Total Contributions | $1,846,146 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMISSIONS | $839,212 | $839,212 |
| PROGRAM & FIELD TRIPS | $53,463 | $53,463 |
| NAUTILUS SUBSCRIPTIONS | $9,950 | $9,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $902,625 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,498 | TotalRevenueColumnAmt |
| Exclusion | $71,498 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $777,985 | SecuritiesAmt |
| Other | $238,547 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $772,779 | SecuritiesAmt |
| Other | $963,507 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,206 | SecuritiesAmt |
| Other | -$724,960 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$719,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$724,960 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $223,545 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $52,603 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,397 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $449,815 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $334,142 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,673 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FACILITY RENTAL | $8,250 | $8,250 | |
| OTHER INCOME | $5,541 | $5,541 | |
| VENDING INCOME | $2,645 | $2,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,436 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,249,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $301,524 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $84,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,630 | TotalAmt |
| Program Services | $86,391 | ProgramServicesAmt |
| Management And General | $30,754 | ManagementAndGeneralAmt |
| Fundraising | $8,485 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,149 | TotalAmt |
| Management And General | $7,149 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,159 | TotalAmt |
| Management And General | $27,159 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,494 | TotalAmt |
| Program Services | $623,578 | ProgramServicesAmt |
| Management And General | $242,959 | ManagementAndGeneralAmt |
| Fundraising | $61,957 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,224 | TotalAmt |
| Program Services | $16,585 | ProgramServicesAmt |
| Management And General | $20,067 | ManagementAndGeneralAmt |
| Fundraising | $11,572 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,780 | TotalAmt |
| Program Services | $44,092 | ProgramServicesAmt |
| Management And General | $42,153 | ManagementAndGeneralAmt |
| Fundraising | $4,535 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,537 | TotalAmt |
| Program Services | $7,383 | ProgramServicesAmt |
| Management And General | $22,286 | ManagementAndGeneralAmt |
| Fundraising | $1,868 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,850 | TotalAmt |
| Program Services | $215,271 | ProgramServicesAmt |
| Management And General | $153,819 | ManagementAndGeneralAmt |
| Fundraising | $12,760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,685 | TotalAmt |
| Program Services | $2,685 | ProgramServicesAmt |
| Management And General | $992 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,049 | TotalAmt |
| Management And General | $5,049 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,249 | TotalAmt |
| Program Services | $171,017 | ProgramServicesAmt |
| Management And General | $84,232 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318 | TotalAmt |
| Management And General | $2,318 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| LIBRARY/EXHIBIT EXPENSES | $74,313 | $74,313 | ||
| EDUCATIONAL | $40,652 | $40,652 | ||
| FUNDRAISING | $19,351 | $19,351 | ||
| SUPPLIES | $14,979 | $6,352 | $529 | $8,098 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,836 | TotalAmt |
| Program Services | $12,079 | ProgramServicesAmt |
| Management And General | $15,931 | ManagementAndGeneralAmt |
| Fundraising | $826 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,085,255 | TotalAmt |
| Program Services | $1,300,398 | ProgramServicesAmt |
| Management And General | $662,966 | ManagementAndGeneralAmt |
| Fundraising | $121,891 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,042 | BOYAmt |
| EOY | $2,265,009 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $221,012 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,860 | BOYAmt |
| EOY | $63,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,220 | BOYAmt |
| EOY | $250 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,459 | BOYAmt |
| EOY | $14,461 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,280 | BOYAmt |
| EOY | $18,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,271,096 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,922,125 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,372,952 | BOYAmt |
| EOY | $6,348,971 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,840,962 | BOYAmt |
| EOY | $2,473,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,123,775 | BOYAmt |
| EOY | $11,405,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,925 | BOYAmt |
| EOY | $100,361 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,945 | BOYAmt |
| EOY | $1,120 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,250 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,120 | BOYAmt |
| EOY | $101,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,408,655 | BOYAmt |
| EOY | $9,957,473 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,000 | BOYAmt |
| EOY | $1,346,641 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,645,655 | BOYAmt |
| EOY | $11,304,114 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,123,775 | BOYAmt |
| EOY | $11,405,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $163,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$503,781 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,526 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,837,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,712,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,721,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $851,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,846,146 | CurrentTaxYearAmt |
| Total | $7,968,832 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $841,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,585,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,429,626 | CurrentTaxYearAmt |
| Total | $5,338,391 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,142 | CurrentTaxYearMinus3YearsAmt |
| Total | $91,716 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,858,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,264,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,563,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,436,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,275,772 | CurrentTaxYearAmt |
| Total | $13,398,939 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $16,000 | CurrentTaxYearAmt |
| Total | $155,335 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $16,000 | CurrentTaxYearAmt |
| Total | $155,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,243,604 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,498 | CurrentTaxYearAmt |
| Total | $407,007 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,498 | CurrentTaxYearAmt |
| Total | $407,007 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $7,250 | CurrentTaxYearAmt |
| Total | $18,181 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,991,401 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,362,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,619,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,496,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,354,520 | CurrentTaxYearAmt |
| Total | $13,824,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93590 | PublicSupportPY509Pct |
| Investment Income CY | 0.03000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $332,432 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $864,622 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$128,077 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,354 | AdministrativeExpensesAmt |
| End Year Balance | $734,192 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $706,808 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $60,258 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,444 | AdministrativeExpensesAmt |
| End Year Balance | $864,622 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $705,168 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,761 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,122 | AdministrativeExpensesAmt |
| End Year Balance | $706,808 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,334,516 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,551 | AdministrativeExpensesAmt |
| End Year Balance | $705,168 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,575,543 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,587 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $240,000 | OtherExpendituresAmt |
| Administrative Expenses | $9,614 | AdministrativeExpensesAmt |
| End Year Balance | $1,334,516 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $455,031 | OtherCostOrOtherBasisAmt |
| Book Value | $455,031 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,586,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,048,226 | DepreciationAmt |
| Book Value | $537,938 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,197 | OtherCostOrOtherBasisAmt |
| Book Value | $102,197 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,676 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,067,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,813,223 | DepreciationAmt |
| Book Value | $5,253,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,348,971 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,743,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$503,781 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$503,781 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,247,495 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,526 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,526 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,249,021 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,085,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,085,255 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,085,255 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | A COLLECTION OF SHELLS, OTHER SEA LIFE, AND A SHELL LIBRARY WERE DONATED TO THE MUSEUM BY AN INDIVIDUAL. THIS COLLECTION IS NOT CAPITALIZED AS A COLLECTION ON THE ACCOMPANYING BALANCE SHEET. OTHER DONATED COLLECTIONS, ARTWORK, REFERENCE BOOKS, AND COLOR TRANSPARENCIES WHICH ARE ADDED TO THE MUSEUM'S COLLECTION AND HAVE LASTING VALUE ARE NOT CAPITALIZED BECAUSE OF THE DIFFICULTY IN DETERMINING THEIR MONETARY VALUE. |
| SCHEDULE D, PAGE 3, PART X | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MUSEUM IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE MUSEUM REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE MUSEUM'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE MUSEUM REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE MUSEUM ADOPTED THIS GUIDANCE. THE MUSEUM HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE MUSEUM HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | BOOK/TAX LOSS ON DISPOSITION OF ASSET 1,526 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIVE FROM SANIB | Event1Nm |
| Gross Receipts Event1 | $292,545 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $223,545 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,200 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $30,703 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $292,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $223,545 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $69,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,200 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,703 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,603 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,397 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL ANKERSON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $125,629 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $18,793 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $9,820 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $154,242 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SCOT CONGRESS | |||
| VICE PRESIDENT | $13,075 | VENDOR FOR GIFT STOR | false |
| BENCHMARK CONSTRUCTION | |||
| TRUSTEE | $2,290 | AQUARIUM PROJECT CST | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,556 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,000 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") WAS ORGANIZED UNDER THE LAWS OF FLORIDA ON OCTOBER 1, 1986, AS A NON-PROFIT CORPORATION. THE FOUNDATION WAS ESTABLISHED TO OPERATE A CENTER IN SANIBEL, FLORIDA FOR PUBLIC EDUCATION AND FOR THE STUDY, RESEARCH, AND DISPLAY OF MOLLUSKS AND OTHER MARINE LIFE. |
| FORM 990 | THE ORGANIZATION SWITCHED TO A PEO FOR PAYROLL THEREFORE SALARIES ARE RECORDED ON PART IX LINE 11 WITH THE EXCEPTION OF OFFICER WAGES, WHICH ARE RECORDED ON PART IX, LINE 5 FOR TRANSPARENCY PURPOSES. |
| FORM 990, PAGE 2, PART III, LINE 4A | TO EDUCATE ABOUT SHELLS AND MOLLUSKS, THE SHELL-MAKERS, THROUGH EXHIBITS, EDUCATIONAL PROGRAMS, LIBRARY SERVICES AND PUBLICATIONS. TO FURTHER AWARENESS OF NATURE AND THE NATURAL ENVIRONMENT. TO PROMOTE COLLECTION- BASED RESEARCH ON SHELLS AND MOLLUSKS WITH EMPHASIS ON SOUTHWEST FLORIDA AND THE GULF OF MEXICO. OPERATION OF A PUBLIC MUSEUM AND EDUCATIONAL CENTER FEATURES MORE THAN 30 EXHIBITS OF MOLLUSKS FROM AROUND THE WORLD. EXHIBITS ARE DEVOTED TO SHELLS IN ART AND HISTORY, SHELL HABITAT, RARE SPECIMENS, FOSSIL SHELLS, COMMON SOUTHWEST FLORIDA SHELLS, AND MORE. THE LEARNING LAB FEATURES A HANDS-ON PLAY AREA FOR CHILDREN, DISPLAYS, GAMES, AND A TANK WITH INDIGENOUS MOLLUSKS. A HALF-HOUR VIDEO, MOLLUSKS IN ACTION, IS SHOWN ON THE HOUR, AND A CHILDREN'S VIDEO IS SHOWN CONTINUOUSLY. THE MUSEUM STORE OFFERS A WIDE SELECTION OF SHELL BOOKS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD REVIEWS A DRAFT OF THE TAX RETURN FOR ACCURACY AND COMPLETENESS PRIOR TO SIGNING AND FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY IS DOCUMENTED IN EMPLOYEE HANDBOOK WHICH IS SIGNED BY ALL EMPLOYEES. BOARD CONFLICTS ARE INCLUDED IN THE BOARD GOVERNANCE MANUAL AND REVIEWED ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FINANCE COMMITTEE RECOMMENDS SALARY OF THE MUSEUM DIRECTOR BASED ON GOALS SET BY THE BOARD. MINUTES ARE KEPT FOR THE COMMITTEE MEETING. SALARY IS APPROVED BY THE BOARD AS PART OF THE BUDGET APPROVAL PROCESS. MINUTES ARE KEPT FOR BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE MUSEUM OR EXECUTIVE DIRECTOR DETERMINES SALARIES FOR ALL OTHER EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES 0 11,943 0 PAYROLL FEES 5,595 17,511 1,263 PROFESSIONAL FEES 0 8,000 0 EMPLOYEE LEASE EXPENSE 617,983 205,505 60,694 TOTAL 623,578 242,959 61,957 |
| FORM 990, PART XI, LINE 9 | BOOK/TAX LOSS ON DISPOSITION OF ASSET -1,526 |
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