POE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POE FOUNDATION INC (EIN 54-0343050)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349303637
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:16:06-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541451026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS HARDY & JOHNSTONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PL STE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | 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 | 540343050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POEF | BusinessNameControlTxt |
| Phone | 8046485523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1914-16 EAST MAIN STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAEVE JONES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8046485523 | PhoneNum |
| Signature | 2023-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAEVE | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | PAMELA M LEONARD CPA | PreparerPersonNm |
| PTIN | P01834882 | PTIN |
| Phone | 8045600560 | PhoneNum |
| Preparation | 2023-12-22 | 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 | ANDREW WATERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1914-16 EAST MAIN STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $818,592 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.POEMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | ACQUIRING, PRESERVING, AND INTERPRETING POE WORKS FOR THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $82,868 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,187 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $282,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $442,623 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,952 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,547 | CYInvestmentIncomeAmt |
| PY Other Revenue | $144,750 | PYOtherRevenueAmt |
| CY Other Revenue | $133,782 | CYOtherRevenueAmt |
| PY Total Revenue | $515,989 | PYTotalRevenueAmt |
| CY Total Revenue | $629,139 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $224,884 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $311,748 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,732 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $205,949 | PYOtherExpensesAmt |
| CY Other Expenses | $321,392 | CYOtherExpensesAmt |
| PY Total Expenses | $430,833 | PYTotalExpensesAmt |
| CY Total Expenses | $633,140 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $85,156 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,058,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,076,746 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,211 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,038,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,056,535 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACQUIRE AND PRESERVE POE WORKS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $518,353 | ExpenseAmt |
| Revenue | $442,623 | RevenueAmt |
| Desc | OPERATIONS OF MUSEUM RELATING TO THE LIFE AND TIMES OF EDGAR ALLAN POE | Desc |
| Total Program Service Expenses | $518,353 | 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 | false | 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 | false | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| 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 | false | QuidProQuoContributionsInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE FOUNDATION | PersonNm |
| Phone | 8046485523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1916 EAST MAIN STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR DEAN BROWELL | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN DISMORE | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW WATERS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM WORCHESTER | ||||||
| IMM. PAST PR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARABETH BALASKO | ||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFERY CHAPMAN | ||||||
| EXECUTIVE CO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET DODSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER FAWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD KOPLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINNA LAMBERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN LEAHY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PEEPLES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN JAFFE TANE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAEVE JONES | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $52,885 | $0 | $5,568 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $52,885 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,568 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $40,187 | AllOtherContributionsAmt |
| Total Contributions | $40,187 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMISSIONS | $387,810 | $387,810 |
| FACILITIES USE | $33,280 | $33,280 |
| MUSEUM PROGRAMS AND EVENTS | $13,978 | $13,978 |
| EDUCATIONAL PROGRAMS | $7,555 | $7,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $442,623 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,547 | TotalRevenueColumnAmt |
| Exclusion | $12,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $323,235 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $189,453 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,782 | TotalRevenueColumnAmt |
| Exclusion | $133,782 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $629,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $442,623 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $146,329 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,885 | TotalAmt |
| Program Services | $38,077 | ProgramServicesAmt |
| Management And General | $11,635 | ManagementAndGeneralAmt |
| Fundraising | $3,173 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,007 | TotalAmt |
| Program Services | $152,645 | ProgramServicesAmt |
| Management And General | $46,641 | ManagementAndGeneralAmt |
| Fundraising | $12,721 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,085 | TotalAmt |
| Program Services | $20,085 | ProgramServicesAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,771 | TotalAmt |
| Program Services | $15,994 | ProgramServicesAmt |
| Management And General | $4,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,649 | TotalAmt |
| Program Services | $10,988 | ProgramServicesAmt |
| Management And General | $5,661 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900 | TotalAmt |
| Program Services | $1,914 | ProgramServicesAmt |
| Management And General | $986 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,285 | TotalAmt |
| Program Services | $22,285 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,072 | TotalAmt |
| Program Services | $7,850 | ProgramServicesAmt |
| Management And General | $524 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,270 | TotalAmt |
| Program Services | $3,587 | ProgramServicesAmt |
| Management And General | $427 | ManagementAndGeneralAmt |
| Fundraising | $256 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,920 | TotalAmt |
| Program Services | $52,436 | ProgramServicesAmt |
| Management And General | $7,267 | ManagementAndGeneralAmt |
| Fundraising | $1,217 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,699 | TotalAmt |
| Management And General | $8,699 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004 | TotalAmt |
| Program Services | $3,004 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,542 | TotalAmt |
| Program Services | $12,542 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,294 | TotalAmt |
| Program Services | $14,873 | ProgramServicesAmt |
| Management And General | $2,421 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EVENT EXPENSE | $112,067 | $112,067 |
| SERVICE CHARGES | $39,366 | $39,366 |
| TRAINING AND DEVELOPMENT | $6,124 | $6,124 |
| CURATORIAL | $4,123 | $4,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077 | TotalAmt |
| Program Services | $393 | ProgramServicesAmt |
| Management And General | $17 | ManagementAndGeneralAmt |
| Fundraising | $1,667 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,140 | TotalAmt |
| Program Services | $518,353 | ProgramServicesAmt |
| Management And General | $95,055 | ManagementAndGeneralAmt |
| Fundraising | $19,732 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,417 | BOYAmt |
| EOY | $187,693 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,776 | BOYAmt |
| EOY | $60,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,729 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,346 | BOYAmt |
| EOY | $10,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $802,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $327,823 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,018 | BOYAmt |
| EOY | $474,847 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,969 | BOYAmt |
| EOY | $306,157 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,430 | BOYAmt |
| EOY | $36,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,685 | BOYAmt |
| EOY | $1,076,746 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,243 | BOYAmt |
| EOY | $20,211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,243 | BOYAmt |
| EOY | $20,211 | 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 | $985,575 | BOYAmt |
| EOY | $1,049,030 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,867 | BOYAmt |
| EOY | $7,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,442 | BOYAmt |
| EOY | $1,056,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,685 | BOYAmt |
| EOY | $1,076,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,823 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$8,729 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 | $100,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,187 | CurrentTaxYearAmt |
| Total | $509,758 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $442,623 | CurrentTaxYearAmt |
| Total | $1,202,806 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $323,235 | CurrentTaxYearAmt |
| Total | $1,145,579 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $458,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $432,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $506,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $654,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $806,045 | CurrentTaxYearAmt |
| Total | $2,858,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,858,143 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,547 | CurrentTaxYearAmt |
| Total | $36,697 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,547 | CurrentTaxYearAmt |
| Total | $36,697 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $438,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $660,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $818,592 | CurrentTaxYearAmt |
| Total | $2,894,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.47360 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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 | $36,430 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,000 | OtherCostOrOtherBasisAmt |
| Book Value | $260,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $191,000 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,171 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,652 | DepreciationAmt |
| Book Value | $214,847 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $474,847 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $659,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $30,823 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $30,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $629,139 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $629,139 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $633,140 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $633,140 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $633,140 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE MUSEUM'S POLICY IS NOT TO RECORD DONATIONS OF COLLECTIONS. PURCHASED COLLECTIONS ARE RECORDED AT COST. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE POE MUSEUM ACTS AS A STEWARD FOR A WORLD-CLASS COLLECTION OF THE PERSONAL BELONGINGS OF EDGARD ALLAN POE AND HIS FAMILY. |
| SCHEDULE D, PAGE 3, PART X | THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE MUSEUM MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE MUSEUM AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE MUSEUM HAS RECOGNIZED NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | A MEMBER OF THE POE FOUNDATION, INC. IS A PERSON WHO HAS PAID MEMBERSHIP DUES TO THE ORGANIZATION WITHIN THE LAST TWELVE MONTHS OR HAS BEEN DESIGNATED AS A LIFE OR HONORARY MEMBER BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MEMBERSHIP BODY HAS THE RESPONSIBILITY FOR THE ANNUAL ELECTION OF THREE (3) TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY AND PUT THE INTEREST OF THE ORGANIZATION FIRST ABOVE THEIR OWN. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. THEY ARE ALSO AVAILABLE AT WWW.GUIDESTAR.ORG |
| FORM 990, PART XI, LINE 9 | CHANGE IN ACCOUNTS RECEIVABLE FROM PY. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE EXECUTIVE COMMITTEE SELECTS AND OVERSEES THE INDEPENDENT ACCOUNTANT IN THE AUDIT OR REVIEW PROCESS. |
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