REYNOLDA HOUSE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDA HOUSE INC (EIN 56-0810676)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202421349349304257
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:20:04-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561138530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER BURKE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CLUB OAKS COURT SUITE A | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560810676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDA HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 3367585126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7287 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR RANDELL A CAIN JR | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 3367585126 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR RANDELL A | PersonFirstNm |
| Person Last | CAIN JR | 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 | JANE R POTTER | PreparerPersonNm |
| PTIN | P01057495 | PTIN |
| Phone | 3367682310 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON C PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7287 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,284,422 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | REYNOLDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | REYNOLDA-AS A MUSEUM, GARDEN, AND HISTORIC COUNTRY ESTATE-CONNECTS PEOPLE WITH THE BEAUTY AND COMPLEXITY OF THE AMERICAN STORY THROUGH THE INTEGRATION OF ART, LEARNING, AND NATURE. WE CULTIVATE EXPERIENCES AND ENVIRONMENTS THAT FOSTER BELONGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 93 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | -$4,718 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,949,456 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,873,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $273,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $278,132 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,633,909 | PYInvestmentIncomeAmt |
| CY Investment Income | $883,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | $117,726 | PYOtherRevenueAmt |
| CY Other Revenue | $84,721 | CYOtherRevenueAmt |
| PY Total Revenue | $4,974,848 | PYTotalRevenueAmt |
| CY Total Revenue | $4,119,794 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $600 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,512,100 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,505,885 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $478,326 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,410,384 | PYOtherExpensesAmt |
| CY Other Expenses | $2,584,749 | CYOtherExpensesAmt |
| PY Total Expenses | $5,022,484 | PYTotalExpensesAmt |
| CY Total Expenses | $5,091,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$47,636 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$971,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,422,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,320,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,694,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,775,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,727,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,544,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | REYNOLDA HOUSE PRESERVES AND INTERPRETS AN AMERICAN COUNTRY HOME AND A PREMIER COLLECTION OF AMERICAN ART. THROUGH INNOVATIVE PUBLIC PROGRAMS AND EXHIBITIONS, THE MUSEUM OFFERS A DEEPER UNDERSTANDING OF AMERICAN CULTURE TO DIVERSE AUDIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,809,900 | ExpenseAmt |
| Grant | $600 | GrantAmt |
| Revenue | $389,770 | RevenueAmt |
| Desc | OPERATION OF A HISTORIC HOUSE AND AMERICAN ART MUSEUM, INCLUDING INTERPRETATION, PRESERVATION, AND EDUCATION. THE MUSEUM OFFERS CHANGING EXHIBITIONS IN ITS 2,789 SQUARE FOOT EXHIBITION GALLERY. EDUCATION PROGRAMS INCLUDE LECTURES, TOURS, PLAYS, COURSES, GALLERY TALKS, SYMPOSIA, SUMMER CAMPS, ETC. THE MUSEUM HOSTED APPROXIMATELY 35,387 VISITORS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $3,809,900 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 93 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDA HOUSE - KIM HAMPTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367585126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 REYNOLDA ROAD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| SUSAN R WENTE | ||||||||
| PRESIDENT OF | 0.50 | 34.00 | Yes (X) | $0 | $1,398,169 | $314,071 | ||
| NATHAN O HATCH | ||||||||
| FORMER PRES. | 0.00 | 40.00 | $0 | $965,961 | $59,341 | Yes (X) | ||
| AMY MCMICHAEL | ||||||||
| DIRECTOR | 2.50 | 37.50 | $0 | $530,352 | $57,171 | Yes (X) | ||
| ALLISON C PERKINS | ||||||||
| EXECUTIVE DI | 35.00 | 5.00 | Yes (X) | $0 | $270,853 | $74,471 | ||
| KIM S HAMPTON | ||||||||
| DIRECTOR OF | 40.00 | Yes (X) | $105,910 | $0 | $20,406 | |||
| IRIS COLE | ||||||||
| DIRECTOR | 2.50 | 1.00 | $0 | $30,240 | $0 | Yes (X) | ||
| ENDIA BEAL | ||||||||
| DIRECTOR | 2.50 | $13,375 | $0 | $0 | Yes (X) | |||
| BARBARA B MILLHOUSE | ||||||||
| FOUNDING PRE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DR LAURA GERALD | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| EMILY ROSTLUND | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MELODY PIERCE | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DIANNE N BLIXT | ||||||||
| DIRECTOR | 2.50 | $0 | $0 | $0 | Yes (X) | |||
| KIM STOGNER | ||||||||
| DIRECTOR | 2.50 | $0 | $0 | $0 | Yes (X) | |||
| JEFF LINDSAY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LYNN EISENBERG | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN K CONGER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GWYNNE S TAYLOR | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CURTIS G LEONARD | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAY EVERETTE | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN HOEMANN | ||||||||
| DIRECTOR | 2.50 | $0 | $0 | $0 | Yes (X) | |||
| MEGAN MEDICA | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ELWOOD ROBINSON | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JASON WENKER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD WIMMER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PATSY CURRIN | ||||||||
| DOCENT CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CYNDI SKAAR | ||||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SANDLIN DOUGLAS | ||||||||
| VICE PRESIDE | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANNA WARBURTON MUNROE | ||||||||
| SECRETARY/DI | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR RANDELL A CAIN JR | ||||||||
| TREASURER/DI | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,195,575 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $525,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FRANK L BLUM CONSTRUCTION COMPANY | |||||
| 830 NE 25TH ST | WINSTONSALEM | NC | 27105 | CONSTRUCTION | $748,035 |
| CAPTURE PUBLIC RELATIONS & MARKETING | |||||
| 749 SUMMIT ST | WINSTONSALEM | NC | 27101 | MARKETING | $119,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $677,065 | MembershipDuesAmt |
| Fundraising | $87,478 | FundraisingAmt |
| Related Organizations | $663,356 | RelatedOrganizationsAmt |
| Government Grants | $44,973 | GovernmentGrantsAmt |
| All Other Contributions | $1,400,813 | AllOtherContributionsAmt |
| Noncash Contributions | $3,296 | NoncashContributionsAmt |
| Total Contributions | $2,873,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $223,121 | $223,121 |
| PROGRAMS & EVENTS | 900099 | $38,026 | $38,026 |
| NONDEDUCTIBLE FEES | 900099 | $16,985 | $16,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $278,132 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,319 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,718 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,037 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $730,986 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $10,049 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $730,986 | SecuritiesAmt |
| Other | -$10,049 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $720,937 | TotalRevenueColumnAmt |
| Exclusion | $720,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,180 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $87,478 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,148 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,968 | TotalRevenueColumnAmt |
| Exclusion | -$26,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $166,382 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $87,431 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,951 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,951 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,687 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,687 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,119,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $389,770 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$4,718 | UnrelatedBusinessRevenueAmt |
| Exclusion | $861,057 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Program Services | $600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,807 | TotalAmt |
| Program Services | $24,489 | ProgramServicesAmt |
| Management And General | $249,785 | ManagementAndGeneralAmt |
| Fundraising | $136,533 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693,464 | TotalAmt |
| Program Services | $1,330,936 | ProgramServicesAmt |
| Management And General | $149,996 | ManagementAndGeneralAmt |
| Fundraising | $212,532 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,584 | TotalAmt |
| Program Services | $88,805 | ProgramServicesAmt |
| Management And General | $430 | ManagementAndGeneralAmt |
| Fundraising | $10,349 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,147 | TotalAmt |
| Program Services | $136,772 | ProgramServicesAmt |
| Management And General | $11,135 | ManagementAndGeneralAmt |
| Fundraising | $15,240 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,883 | TotalAmt |
| Program Services | $101,206 | ProgramServicesAmt |
| Management And General | $19,131 | ManagementAndGeneralAmt |
| Fundraising | $18,546 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,250 | TotalAmt |
| Management And General | $24,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,948 | TotalAmt |
| Management And General | $283,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,495 | TotalAmt |
| Program Services | $233,990 | ProgramServicesAmt |
| Management And General | $967 | ManagementAndGeneralAmt |
| Fundraising | $5,538 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,837 | TotalAmt |
| Program Services | $85,837 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,913 | TotalAmt |
| Program Services | $134,332 | ProgramServicesAmt |
| Management And General | $9,454 | ManagementAndGeneralAmt |
| Fundraising | $26,127 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,742 | TotalAmt |
| Program Services | $140,180 | ProgramServicesAmt |
| Management And General | $7,619 | ManagementAndGeneralAmt |
| Fundraising | $6,943 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877 | TotalAmt |
| Program Services | $877 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,614 | TotalAmt |
| Program Services | $559,186 | ProgramServicesAmt |
| Management And General | $9,883 | ManagementAndGeneralAmt |
| Fundraising | $10,545 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,905 | TotalAmt |
| Program Services | $20,992 | ProgramServicesAmt |
| Management And General | $3,544 | ManagementAndGeneralAmt |
| Fundraising | $3,369 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,556 | TotalAmt |
| Program Services | $16,392 | ProgramServicesAmt |
| Management And General | $2,412 | ManagementAndGeneralAmt |
| Fundraising | $17,752 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,287 | TotalAmt |
| Program Services | $737,665 | ProgramServicesAmt |
| Management And General | $14,712 | ManagementAndGeneralAmt |
| Fundraising | $9,910 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,236 | TotalAmt |
| Program Services | $55,317 | ProgramServicesAmt |
| Management And General | $2,597 | ManagementAndGeneralAmt |
| Fundraising | $2,322 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT & GENERAL MAINT | $52,919 | $51,976 | $695 | $248 |
| LICENSES/PERMITS | $45,749 | $33,129 | $10,399 | $2,221 |
| ACQUISITION OF ART | $35,000 | $35,000 | ||
| EXHIBITION FEES | $15,515 | $15,515 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,906 | TotalAmt |
| Program Services | $6,704 | ProgramServicesAmt |
| Management And General | $2,051 | ManagementAndGeneralAmt |
| Fundraising | $151 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,091,234 | TotalAmt |
| Program Services | $3,809,900 | ProgramServicesAmt |
| Management And General | $803,008 | ManagementAndGeneralAmt |
| Fundraising | $478,326 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $1,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167,345 | BOYAmt |
| EOY | $2,060,696 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,144 | BOYAmt |
| EOY | $93,993 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,332 | BOYAmt |
| EOY | $25,579 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,795 | BOYAmt |
| EOY | $54,835 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,916 | BOYAmt |
| EOY | $112,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,853,827 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,770,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,580,200 | BOYAmt |
| EOY | $11,082,854 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,339,268 | BOYAmt |
| EOY | $36,854,232 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,605 | BOYAmt |
| EOY | $33,889 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,422,705 | BOYAmt |
| EOY | $50,320,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,850 | BOYAmt |
| EOY | $153,836 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,210 | BOYAmt |
| EOY | $191,659 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,451,699 | BOYAmt |
| EOY | $2,429,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,759 | BOYAmt |
| EOY | $2,775,384 | 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 | $39,258,190 | BOYAmt |
| EOY | $38,840,407 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,469,756 | BOYAmt |
| EOY | $8,704,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,727,946 | BOYAmt |
| EOY | $47,544,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,422,705 | BOYAmt |
| EOY | $50,320,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$971,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $788,183 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,960,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,123,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,873,685 | CurrentTaxYearAmt |
| Total | $12,497,797 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,960,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,123,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,873,685 | CurrentTaxYearAmt |
| Total | $12,497,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,471,469 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,026,328 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,088 | CurrentTaxYearAmt |
| Total | $800,619 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $30,800 | CurrentTaxYearMinus3YearsAmt |
| Total | $30,800 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,687 | CurrentTaxYearAmt |
| Total | $115,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,444,646 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,892,946 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 115,430 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,339,268 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,674,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,872,982 | OtherExpendituresAmt |
| Administrative Expenses | $283,948 | AdministrativeExpensesAmt |
| End Year Balance | $35,856,496 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,783,064 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $605,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,747,890 | OtherExpendituresAmt |
| Administrative Expenses | $301,005 | AdministrativeExpensesAmt |
| End Year Balance | $36,339,268 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,909,108 | BeginningYearBalanceAmt |
| Contributions | $525,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,326,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,737,186 | OtherExpendituresAmt |
| Administrative Expenses | $240,610 | AdministrativeExpensesAmt |
| End Year Balance | $37,783,064 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,224,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $679,807 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,725,092 | OtherExpendituresAmt |
| Administrative Expenses | $270,016 | AdministrativeExpensesAmt |
| End Year Balance | $29,909,108 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,594,946 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,629,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,728,504 | OtherExpendituresAmt |
| Administrative Expenses | $271,230 | AdministrativeExpensesAmt |
| End Year Balance | $31,224,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22890 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,000 | OtherCostOrOtherBasisAmt |
| Book Value | $152,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,294,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,891,266 | DepreciationAmt |
| Book Value | $10,402,830 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,820,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,503,285 | DepreciationAmt |
| Book Value | $317,485 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $586,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $376,422 | DepreciationAmt |
| Book Value | $210,539 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,082,854 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VERGER FUND II | $35,778,860 | F |
| WFU LIQUIDITY PORTFOLIO | $997,736 | F |
| WFU INVESTMENT POOL | $77,636 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,854,232 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNT DUE TO AFFILIATE | Desc |
| Amt | $2,429,889 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,429,889 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,858,119 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $788,183 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $69,462 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $164,628 | OtherRevenueAmt |
| Revenue Not Reported | $1,022,273 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,835,846 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $283,948 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $283,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,119,794 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,041,376 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $69,462 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $164,628 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $234,090 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,807,286 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $283,948 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $283,948 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,091,234 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART III, LINE 1A | REYNOLDA HOUSE HAS VARIOUS WORKS OF ART AND HISTORICAL TREASURES (APPROXIMATELY 4,250 ITEMS), WHICH INCLUDE THE ORIGINAL REYNOLDA HOUSE (APPROXIMATELY 30,000 SQUARE FEET) AND ITS CONTENTS, AS WELL AS PAINTINGS AND OTHER ITEMS SUBSEQUENTLY ACQUIRED. IN ACCORDANCE WITH ACCOUNTING FOR CONTRIBUTIONS, AN ENTITY NEED NOT RECOGNIZE SUCH ITEMS IN ITS FINANCIAL STATEMENTS IF THE ITEMS ARE ADDED TO COLLECTIONS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. IF PURCHASED, THE COLLECTION ITEMS ARE EXPENSED, AND IF DONATED, THEY ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE WORKS OF ART AND HISTORICAL TREASURES ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS OF WORKS OF ART AND HISTORICAL TREASURES. REYNOLDA HOUSE'S PAINTINGS ARE CATALOGED FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED ON AN ONGOING BASIS. THERE WERE NO PROCEEDS FROM SALE OF COLLECTION ITEMS OR PROCEEDS FROM INSURANCE RECOVERIES OF COLLECTION ITEMS IN THE FISCAL YEARS ENDED JUNE 30, 2023 AND 2022. REYNOLDA HOUSE PURCHASED FOR ITS COLLECTION THREE WORKS OF ART IN FISCAL YEAR 2022 TOTALING 206,200. REYNOLDA HOUSE PURCHASED FOR ITS COLLECTION ONE WORK OF ART IN FISCAL YEAR 2023 TOTALING 35,000. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | REYNOLDA HOUSE IS RENOWNED FOR ITS COLLECTION OF AMERICAN ART. IN THE MID 1960S THE FOUNDING DIRECTORS SET OUT TO OBTAIN THE BEST EXAMPLES OF WORK FROM AMERICAN ARTISTS OF MAJOR SIGNIFICANCE. TODAY, MASTERPIECES FROM THREE CENTURIES OF PAINTING AND SCULPTURE MAKE UP THE COLLECTION, INCLUDING WORKS BY SUCH DISTINGUISHED ARTISTS AS ALBERT BIERSTADT, MARY CASSATT, FREDERIC CHURCH, JOHN SINGLETON COPLEY, THOMAS EAKINS, JACOB LAWRENCE, GEORGIA O'KEEFFE, AND GRANT WOOD. THE COLLECTION IS EXTRAORDINARY FOR ITS QUALITY AND PROVIDES AUDIENCES WITH A THOROUGH SURVEY OF MAJOR DEVELOPMENTS IN AMERICAN ART IN A WARM AND WELCOMING SETTING. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE USED TO SUPPORT THE MUSEUM'S MISSION. |
| SCHEDULE D, PAGE 3, PART X | REYNOLDA HOUSE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE FINANCIAL STATEMENTS. IF APPLICABLE, UNRELATED BUSINESS INCOME IS REPORTED ON IRS FORM 990-T. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2020 REMAIN SUBJECT TO INCOME TAX EXAMINATIONS. MANAGEMENT EVALUATED REYNOLDA HOUSE'S TAX POSITIONS AND CONCLUDED THAT REYNOLDA HOUSE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS OF JUNE 30, 2023 AND 2022. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | COST OF GOODS SOLD 87,431 FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE 67,148 IMPAIRMENT COST NETTED WITH REVENUE 10,049 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF GOODS SOLD 87,431 FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE 67,148 IMPAIRMENT COST NETTED WITH REVENUE 10,049 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE REYNO | Event1Nm |
| Gross Receipts Event1 | $68,104 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,836 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,268 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,450 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,843 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,173 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $989 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRATE REYNO | Event2Nm |
| Gross Receipts Event2 | $59,554 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $35,642 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,912 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,675 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,647 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $12,017 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,354 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $127,658 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $87,478 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,180 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,125 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,490 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $29,190 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,343 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,148 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,968 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART IV | FormAndLineReferenceDesc |
| Explanation | SCHEDULE G, PART II, EVENT NAMES: EVENT 1- CELEBRATE REYNOLDA: PARTY EVENT 2- CELEBRATE REYNOLDA: DINNER | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN R WENTE | ||||||||
| PRESIDENT OF WAKE FO | $988,512 | $280,000 | $129,657 | $240,250 | $73,821 | $1,712,240 | ||
| NATHAN O HATCH | ||||||||
| FORMER PRES. OF WFU | $936,358 | $29,603 | $30,500 | $28,841 | $1,025,302 | |||
| AMY MCMICHAEL | ||||||||
| DIRECTOR | $475,737 | $51,949 | $2,666 | $23,040 | $34,131 | $587,523 | ||
| ALLISON C PERKINS | ||||||||
| EXECUTIVE DIRECTOR | $270,457 | $396 | $43,491 | $30,260 | $344,604 | $720 | $720 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | SOCIAL CLUB DUES ARE PROVIDED BY THE ORGANIZATION WHEN MEMBERSHIP FULFILLS A MUSEUM BUSINESS PURPOSE. ALL SUCH DUES ARE MONITORED FOR PERSONAL USE AND INCLUDED IN TAXABLE COMPENSATION WHEN APPLICABLE. |
| SCHEDULE J, PAGE 1, PART I, LINE 7 | VARIOUS OFFICERS WERE PROVIDED INCENTIVE COMPENSATION COMPONENTS BASED ON THEIR PERFORMANCE. THESE ARE DETERMINED IN THE COURSE OF EVALUATION OF THE EMPLOYEE'S ACHIEVEMENTS BY HIS OR HER SUPERVISOR, OR THE COMPENSATION COMMITTEE OF THE FILING ORGANIZATION'S BOARD, AS APPLICABLE. |
| SCHEDULE J, PART III | PART 1, LINE 4B: THE COMPENSATION OF DR. SUSAN R. WENTE, PRESIDENT OF WAKE FOREST UNIVERSITY EFFECTIVE JULY 1, 2021, INCLUDES 225,000 SHOWN IN SCHEDULE J, PART II, COLUMN C, FROM HER PARTICIPATION IN A DEFERRED COMPENSATION ARRANGEMENT. ALL COMPENSATION PAID TO DR. WENTE IS PAID BY RELATED ORGANIZATION, WAKE FOREST UNIVERSITY. THE COMPENSATION OF ALLISON PERKINS, EXECUTIVE DIRECTOR, INCLUDES 15,556 SHOWN IN SCHEDULE J, PART II, COLUMN C, FROM HER PARTICIPATION IN A DEFERRED COMPENSATION ARRANGEMENT. PART II, ITEM 1: THE PARENT ORGANIZATION OF THE FILING ORGANIZATION, WAKE FOREST UNIVERSITY (WFU), ISSUED THE FORM W-2 FOR THE FILING ORGANIZATION'S EXECUTIVE DIRECTOR, ALLISON PERKINS, WHICH STATEMENT ENCOMPASSES COMPENSATION FOR HER SERVICES AS BOTH THE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION AND AS AN ASSOCIATE PROVOST OF WFU. THE FILING ORGANIZATION REIMBURSES WFU FOR THE VALUE OF HER SERVICES AS THE FILING ORGANIZATION'S EXECUTIVE DIRECTOR. |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,296 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PAGE 1, PART I, LINE 32B | THE ADVANCEMENT OFFICE OF WAKE FOREST UNIVERSITY, A RELATED (PARENT) ORGANIZATION, PROCESSES ALL GIFTS (CASH AND NON-CASH) BY DATA ENTRY INTO ITS WORKDAY GENERAL LEDGER SYSTEM. |
| SCHEDULE M, PAGE 1, PART I, LINE 33 | THE ORGANIZATION ELECTED, AS PERMITTED UNDER SFAS 116, NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | REYNOLDA HOUSE PRESERVES AND INTERPRETS AN AMERICAN COUNTRY HOME AND A PREMIER COLLECTION OF AMERICAN ART. THROUGH INNOVATIVE PUBLIC PROGRAMS AND EXHIBITIONS, THE MUSEUM OFFERS A DEEPER UNDERSTANDING OF AMERICAN CULTURE TO DIVERSE AUDIENCES. |
| FORM 990 | FORM 990, PAGE 1, LINE C: DOING BUSINESS AS: REYNOLDA HOUSE MUSEUM OF AMERICAN ART FORM 990, PART IV, LINE 12B & PART XII, LINE 2B: THE FILING ORGANIZATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF WAKE FOREST UNIVERSITY, A RELATED (PARENT) ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF REYNOLDA HOUSE, INC. WAKE FOREST UNIVERSITY HAS THE RIGHT, AS THE SOLE MEMBER, TO ELECT MEMBERS OF THE GOVERNING BODY, TO VOTE ON ACTIONS, AND APPROVE PROVISIONS OF THE BYLAWS BASED ON ARTICLE II OF THE BYLAWS OF REYNOLDA HOUSE, INC. |
| FORM 990, PAGE 6, PART VI, LINE 7A | WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF REYNOLDA HOUSE, INC. AND ELECTS ITS DIRECTORS PER THE ARTICLES OF AMENDMENT OF REYNOLDA HOUSE, INC. DATED JANUARY 24TH, 2002 AND BYLAWS DATED APRIL 1, 2008 AND AFFILIATION AGREEMENT BETWEEN WAKE FOREST UNIVERSITY AND THE FILING ORGANIZATION DATED JANUARY 15, 2002. |
| FORM 990, PAGE 6, PART VI, LINE 7B | WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION, HAS THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY, SUCH AS APPROVAL OF THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BODY. NEITHER THE ARTICLES OF INCORPORATION NOR THE BY-LAWS OF FILING ORGANIZATION MAY BE AMENDED WITHOUT THE WRITTEN APPROVAL OF THE WAKE FOREST UNIVERSITY BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS REVIEWED AND APPROVED BY THE FILING ORGANIZATION'S FINANCE COMMITTEE. THE FINAL 990 IS AVAILABLE AND EMAILED TO ALL BOARD DIRECTORS ONCE APPROVED BY THE FINANCE COMMITTEE AND BEFORE IT IS SUBMITTED TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MUSEUM DEPARTMENT HEADS TO ANNUALLY REVIEW THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND DISCLOSE ANNUALLY (AND AS THEY ARISE) ANY POTENTIAL CONFLICTS OF INTEREST. THE POLICY PROVIDES A PROCESS FOR THE DETERMINATION OF CONFLICTS OF INTEREST AND THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE LEADERSHIP AND COMPENSATION COMMITTEE, WHO ARE INDEPENDENT MEMBERS OF THE BOARD, REVIEWS THE ASSOCIATION OF ART MUSEUM DIRECTORS MOST RECENT COMPENSATION SURVEY TO RECOMMEND THE APPROPRIATE SALARY RANGE AND BENEFITS PACKAGE FOR THE EXECUTIVE DIRECTOR POSITION FOR APPROVAL BY THE EXECUTIVE COMMITTEE AND THEN FOR APPROVAL BY THE FULL BOARD AT THE JUNE MEETING. THE EXECUTIVE LEADERSHIP AND COMPENSATION COMMITTEE ENSURES WELL-DEFINED PROCESSES ARE IN PLACE FOR DETERMINING COMPETITIVE AND REASONABLE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES OF THE FILING ORGANIZATION. AT THE PRESENT TIME, THE ONLY POSITION THAT NEEDS COMPENSATION EVALUATED BY THE COMMITTEE IS THE EXECUTIVE DIRECTOR POSITION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES. THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC ON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VII | SECTION A, COLUMN B - HOURS AMY MCMICHAEL FILING ORG - 2.5 RELATED ORG - 37.5 FILING ORGANIZATION'S DIRECTOR, AMY MCMICHAEL, IS AN EMPLOYEE OF THE FILING ORGANIZATION'S RELATED ORGANIZATION, WAKE FOREST UNIVERSITY HEALTH SCIENCES. HER EMPLOYMENT BY THE RELATED ORGANIZATION RENDERS HER A NOT INDEPENDENT BOARD MEMBER OF THE FILING ORGANIZATION. IRIS COLE FILING ORG - 2.5 RELATED ORG - 1.0 FILING ORGANIZATION'S DIRECTOR, IRIS COLE, IS AN INDEPENDENT CONTRACTOR OF THE FILING ORGANIZATION'S RELATED ORGANIZATION, WAKE FOREST UNIVERSITY HEALTH SCIENCES. THE PAYMENTS BY THE RELATED ORGANIZATION DURING THE TAX YEAR EXCEEDED 10,000 AND RENDERS HER A NOT INDEPENDENT BOARD MEMBER OF THE FILING ORGANIZATION. ENDIA BEAL FILING ORG - 2.5 FILING ORGANIZATION'S DIRECTOR, ENDIA BEAL, IS AN INDEPENDENT CONTRACTOR OF THE FILING ORGANIZATION AS OF FEBRUARY 2022. THE PAYMENTS BY THE FILING ORGANIZATION DURING THE TAX YEAR EXCEEDED 10,000 AND RENDERS HER A NOT INDEPENDENT BOARD MEMBER OF THE FILING ORGANIZATION. SUSAN WENTE FILING ORG - 0.5 RELATED ORG - 34 UNRELATED ORG - 5.5 NATHAN O. HATCH FILING ORG - 0 RELATED ORG - 40 UNRELATED ORG - 0 SECTION A, COLUMN F: THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE 10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
| FORM 990, PART XII | THE OVERSIGHT/SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WAKE FOREST UNIVERSITY | ||||||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | EDUCATION | NC | 501C3 | 2 | NA | false | ||||
| WAKE FOREST UNIVERSITY FOUNDATION | ||||||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 562038193 | REAL ESTAT | NC | 501C3 | 12A | WAKE FORES | false | ||||
| WAKE FOREST UNIVERSITY HEALTH SCIEN | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | MEDICAL ED | NC | 501C3 | 2 | WAKE FORES | false | ||||
| WAKE FOREST UNIVERSITY DEVELOPMENT | ||||||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 562038194 | MANAGEMENT | NC | 501C3 | 12A | WAKE FORES | false | ||||
| WFU HEALTH SCIENCES GROUP RETURN | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 900222618 | KIDNEY DIA | NC | 501C3 | 12A | WFU HEALTH | false | ||||
| WAKE FOREST INNOVATION QUARTER DEVE | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 562094067 | RESEARCH | NC | 501C6 | 12A | WFU HEALTH | false | ||||
| INNOVATION QUARTER | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 061818498 | RESEARCH | NC | 501C3 | 12A | WFU HEALTH | false | ||||
| REGENMED DEVELOPMENT ORGANIZATION | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 202710571 | EDUCATION | NC | 501C3 | 7 | WFU HEALTH | false | ||||
| WAKE FOREST INNOVATION QUARTER CDC | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 200177581 | RESEARCH | NC | 501C3 | 12A | WFU HEALTH | false | ||||
| CHILDRESS INST FOR PEDIATRIC TRAUMA | ||||||||||||||
| 575 N PATTERSON AVE STE 140 | WINSTONSALEM | NC | 27101 | 463674691 | RESEARCH | NC | 501C3 | 3 | WFU HEALTH | false | ||||
| WAKE FOREST EMERGENCY PROVIDERS | ||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 561903275 | CLINICS | NC | 501C3 | 3 | WFU HEALTH | false | ||||
| FUNDACION EDUCACIONAL WAKE FOREST C | ||||||||||||||
| 560532138 | EDUCATION | 501C3 | WAKE FORES | Yes (true) | 280 SANTA LUCIA | SANTIAGO | CI | CI | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERGER FUND II LLC | |||||||||||||||
| 751 W FOURTH STREET SUITE 410 | WINSTONSALEM | NC | 27101 | 352514227 | INVESTMENT | NC | WFU HEALTH | EXCLUDED | $2,592,899 | $16,871,299 | false | $29,292 | false | 0.03280 | |
| VERGER CAPITAL FUND LLC | |||||||||||||||
| PO BOX 7354 | WINSTONSALEM | NC | 27109 | 464027021 | INVESTMENT | NC | false | false | N/A | ||||||
| VERGER CAPITAL MANAGEMENT LLC | |||||||||||||||
| PO BOX 7354 | WINSTONSALEM | NC | 27109 | 464037343 | INVESTMENT | NC | false | false | N/A | ||||||
| WAKE FOREST TECHNOLOGY DEVELOPMENT | |||||||||||||||
| 2520 MERIDIAN PKWY 400 | DURHAM | NC | 27713 | 475437596 | TECH DEVEL | NC | false | false | N/A | ||||||
| WAKE FOREST AMBULATORY VTR LLC | |||||||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 820777206 | HEALTH CAR | NC | false | false | N/A | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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