ARTIS-NAPLES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARTIS-NAPLES INC (EIN 59-2322926)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-30
- IRS object ID
- 202403049349302675
- Schema version
- 2023v5.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T15:49:43-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592322926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTI | BusinessNameControlTxt |
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN VAN BERGEN | PersonNm |
| Person Title | CEO AND PRESIDENT | PersonTitleTxt |
| Phone | 2392542799 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA COOPER | PreparerPersonNm |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN VAN BERGEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,426,555 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://ARTISNAPLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 428 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $1,085,634 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $19,189 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,516,022 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,879,113 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,456,438 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,242,061 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,574,614 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,030,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,563,728 | PYOtherRevenueAmt |
| CY Other Revenue | $1,766,431 | CYOtherRevenueAmt |
| PY Total Revenue | $43,110,802 | PYTotalRevenueAmt |
| CY Total Revenue | $36,918,397 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $45,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,179,800 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,007,805 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,146,817 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,853,345 | PYOtherExpensesAmt |
| CY Other Expenses | $20,373,926 | CYOtherExpensesAmt |
| PY Total Expenses | $36,072,145 | PYTotalExpensesAmt |
| CY Total Expenses | $39,426,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,038,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,508,334 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $233,896,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $256,319,258 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,902,114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,706,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $220,994,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $242,612,908 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,058,098 | ExpenseAmt |
| Revenue | $12,035,212 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, PRESENTING AND EDUCATION SEASON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,204,627 | ExpenseAmt |
| Grant | $43,500 | GrantAmt |
| Revenue | $5,568,246 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, NAPLES PHILHARMONIC | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,471,198 | ExpenseAmt |
| Grant | $1,500 | GrantAmt |
| Revenue | $638,603 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, THE BAKER MUSEUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,733,923 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 255 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 428 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRE EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN VAN BERGEN | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $733,777 | $0 | $126,233 | ||
| HEIDI MILLER | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| C MICHAEL ARMSTRONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY H BAKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R CAMPBELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R KERRY CLARK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER COOK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN S DELBRIDGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E DOUGHERTY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R DROBIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT T EDWARDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN R EINHORN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANETTE MONTGOMERY EVERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W FISHER III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA C FLEWELLING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD G GALANTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVANGELINE R HAARLOW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE S HAGEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN HEITHOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A ISTOCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOIS JULIBER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN KNIGHT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY KOWARICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KRUPKA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA W LAMBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NED C LAUTENBACH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS LING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA H LIPMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD S LIPPES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI MOLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J LEO MONTGOMERY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J REMONDI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SNYDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLY A STAYER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH G TOMPKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS M VANOORT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY J WEYGANDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PERRE EDWARDS | ||||||||
| TREASURER & CFO | 40.00 | Yes (X) | $318,311 | $0 | $79,737 | |||
| DIANNE SPONSELLER | ||||||||
| SECRETARY OF THE BOARD | 40.00 | Yes (X) | $105,756 | $0 | $22,248 | |||
| DAVID FILNER | ||||||||
| EVP ARTISTIC OPERATIONS | 40.00 | $306,286 | $0 | $80,797 | Yes (X) | |||
| ALICE VAN ARSDALE | ||||||||
| VICE PRES. OF DEVELOPMENT | 40.00 | $204,673 | $0 | $18,553 | Yes (X) | |||
| COURTNEY MCNEIL | ||||||||
| MUSEUM DIR. & CHIEF CURATO | 40.00 | $169,104 | $0 | $29,848 | Yes (X) | |||
| BRIAN KILPATRICK THRU 0124 | ||||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | $129,700 | $0 | $5,348 | Yes (X) | |||
| JACKIE LANE | ||||||||
| CREATIVE SERVICES DIRECTOR | 40.00 | $133,100 | $0 | $24,178 | Yes (X) | |||
| DANIELLE DALY | ||||||||
| HR DIRECTOR (THRU 11/23) | 40.00 | $122,562 | $0 | $12,956 | Yes (X) | |||
| ZACHARY DEPUE | ||||||||
| CONCERTMASTER | 40.00 | $125,737 | $0 | $6,715 | Yes (X) | |||
| ELLEN TOMASIEWICZ | ||||||||
| MUSICIAN (THRU 06/23) | 1.00 | $152,495 | $0 | $5,651 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,501,501 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $412,264 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UTP PRODUCTIONS | |||||
| 774 SOUTH 500 WEST | SALT LAKE CITY | UT | 84101 | CONTRACT STAGEHANDS | $811,084 |
| PILATE TOUR LLC | |||||
| 392 SPRINGFIELD AVE SECOND FLOOR | SUMMIT | NJ | 07901 | BROADWAY PRESENTATION | $628,697 |
| QUARLES & BRADY LLP | |||||
| 1395 PANTHER LANE SUITE 300 | NAPLES | FL | 34109 | LEGAL | $541,484 |
| MEAN GIRLS NATIONAL TOUR LLC | |||||
| 630 NINTH AVE SUITE 106 | NEW YORK | NY | 10036 | BROADWAY PRESENTATION | $513,726 |
| INN OF NAPLES LLC | |||||
| 4055 TAMIAMI TRAIL NORTH | NAPLES | FL | 34103 | LODGING FOR ARTISTS | $357,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,097,753 | FundraisingAmt |
| Government Grants | $222,578 | GovernmentGrantsAmt |
| All Other Contributions | $11,558,782 | AllOtherContributionsAmt |
| Noncash Contributions | $2,013,953 | NoncashContributionsAmt |
| Total Contributions | $12,879,113 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESENTING & EDUCATION ACTIVITIES | 711300 | $11,713,015 | $11,713,015 |
| NAPLES PHILHARMONIC | 711300 | $5,967,165 | $5,967,165 |
| PROCESSING FEES | 900099 | $403,694 | $403,694 |
| THE BAKER MUSEUM | 711300 | $158,187 | $158,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,242,061 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,113,750 | TotalRevenueColumnAmt |
| Exclusion | $4,113,750 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,244,489 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $831,181 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $413,308 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $413,308 | TotalRevenueColumnAmt |
| Exclusion | $413,308 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,901,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,983,958 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$82,958 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,958 | TotalRevenueColumnAmt |
| Exclusion | -$82,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $76,788 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,097,753 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $286,925 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$210,137 | TotalRevenueColumnAmt |
| Exclusion | -$210,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $933,690 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $406,094 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $527,596 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $180,600 | UnrelatedBusinessRevenueAmt |
| Exclusion | $346,996 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM ADVERTISING | 541800 | $456,824 | $456,824 | |
| HALL RENTAL | 900099 | $448,210 | $448,210 | |
| MISCELLANEOUS INCOME | 900099 | $130,630 | $130,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,035,664 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,918,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,242,061 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,085,634 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,711,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,362,955 | TotalAmt |
| Program Services | $1,016,374 | ProgramServicesAmt |
| Management And General | $792,441 | ManagementAndGeneralAmt |
| Fundraising | $554,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,713,775 | TotalAmt |
| Program Services | $11,830,603 | ProgramServicesAmt |
| Management And General | $1,687,337 | ManagementAndGeneralAmt |
| Fundraising | $195,835 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,241 | TotalAmt |
| Program Services | $429,243 | ProgramServicesAmt |
| Management And General | $30,988 | ManagementAndGeneralAmt |
| Fundraising | $8,010 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,336 | TotalAmt |
| Program Services | $1,262,405 | ProgramServicesAmt |
| Management And General | $115,941 | ManagementAndGeneralAmt |
| Fundraising | $35,990 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,498 | TotalAmt |
| Program Services | $879,855 | ProgramServicesAmt |
| Management And General | $115,373 | ManagementAndGeneralAmt |
| Fundraising | $53,270 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,268 | TotalAmt |
| Program Services | $275,509 | ProgramServicesAmt |
| Management And General | $552,935 | ManagementAndGeneralAmt |
| Fundraising | $1,824 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,711 | TotalAmt |
| Program Services | $29,769 | ProgramServicesAmt |
| Management And General | $59,745 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,126,507 | TotalAmt |
| Program Services | $7,558,008 | ProgramServicesAmt |
| Management And General | $568,499 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,553 | TotalAmt |
| Program Services | $880,329 | ProgramServicesAmt |
| Management And General | $372,503 | ManagementAndGeneralAmt |
| Fundraising | $80,721 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,417 | TotalAmt |
| Program Services | $163,002 | ProgramServicesAmt |
| Management And General | $18,754 | ManagementAndGeneralAmt |
| Fundraising | $163,661 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,619 | TotalAmt |
| Program Services | $241,242 | ProgramServicesAmt |
| Management And General | $219,596 | ManagementAndGeneralAmt |
| Fundraising | $11,781 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,127 | TotalAmt |
| Program Services | $1,204,540 | ProgramServicesAmt |
| Management And General | $159,599 | ManagementAndGeneralAmt |
| Fundraising | $4,988 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,156 | TotalAmt |
| Program Services | $1,653,609 | ProgramServicesAmt |
| Management And General | $146,039 | ManagementAndGeneralAmt |
| Fundraising | $1,508 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,572 | TotalAmt |
| Program Services | $40,572 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,320 | TotalAmt |
| Management And General | $6,320 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,566,106 | TotalAmt |
| Program Services | $1,079,348 | ProgramServicesAmt |
| Management And General | $1,486,758 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,206 | TotalAmt |
| Program Services | $939,805 | ProgramServicesAmt |
| Management And General | $151,401 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $742,332 | $742,332 | ||
| RECEPTIONS | $721,771 | $721,771 | ||
| EXHIBIT COSTS | $330,975 | $290,418 | $5,665 | $34,892 |
| PRINTING | $313,873 | $313,873 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,413 | TotalAmt |
| Program Services | $136,316 | ProgramServicesAmt |
| Management And General | $56,097 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,426,731 | TotalAmt |
| Program Services | $31,733,923 | ProgramServicesAmt |
| Management And General | $6,545,991 | ManagementAndGeneralAmt |
| Fundraising | $1,146,817 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,900 | BOYAmt |
| EOY | $6,850 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,582,690 | BOYAmt |
| EOY | $11,526,032 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,922,579 | BOYAmt |
| EOY | $8,927,975 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,729 | BOYAmt |
| EOY | $368,784 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,447 | BOYAmt |
| EOY | $98,456 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,057 | BOYAmt |
| EOY | $1,638,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,083,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,387,325 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,489,250 | BOYAmt |
| EOY | $54,696,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,681,279 | BOYAmt |
| EOY | $177,675,789 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,010 | BOYAmt |
| EOY | $1,379,854 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,896,941 | BOYAmt |
| EOY | $256,319,258 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,033,546 | BOYAmt |
| EOY | $4,580,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,687,514 | BOYAmt |
| EOY | $8,537,108 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,483 | BOYAmt |
| EOY | $195,307 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,571 | BOYAmt |
| EOY | $393,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,902,114 | BOYAmt |
| EOY | $13,706,350 | 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 | $73,824,567 | BOYAmt |
| EOY | $75,486,154 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,170,260 | BOYAmt |
| EOY | $167,126,754 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,994,827 | BOYAmt |
| EOY | $242,612,908 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,896,941 | BOYAmt |
| EOY | $256,319,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,508,334 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,126,415 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $14,029,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,893,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,529,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,516,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,879,113 | CurrentTaxYearAmt |
| Total | $91,846,739 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,029,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,893,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,529,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,516,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,879,113 | CurrentTaxYearAmt |
| Total | $91,846,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,919,113 | SubstantialContributorsTotAmt |
| Public Support Total170 | $81,927,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,162,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,598,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,536,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,710,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,358,239 | CurrentTaxYearAmt |
| Total | $17,366,511 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,630 | CurrentTaxYearAmt |
| Total | $460,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $109,673,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,073,824 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77360 | 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 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 25,928. 2020 AMOUNT: $ 28,858. 2021 AMOUNT: $ 34,445. 2022 AMOUNT: $ 240,600. 2023 AMOUNT: $ 130,630. | 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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,640,882 | BeginningYearBalanceAmt |
| Contributions | $11,434,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,609,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,865,343 | OtherExpendituresAmt |
| End Year Balance | $153,818,686 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,366,643 | BeginningYearBalanceAmt |
| Contributions | $1,009,858 | ContributionsAmt |
| Investment Earnings Or Losses | $16,839,206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,574,825 | OtherExpendituresAmt |
| End Year Balance | $123,640,882 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,606,503 | BeginningYearBalanceAmt |
| Contributions | $1,690,747 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,644,642 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,285,965 | OtherExpendituresAmt |
| End Year Balance | $111,366,643 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,813,008 | BeginningYearBalanceAmt |
| Contributions | $623,203 | ContributionsAmt |
| Investment Earnings Or Losses | $32,122,845 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,952,553 | OtherExpendituresAmt |
| End Year Balance | $130,606,503 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,930,924 | BeginningYearBalanceAmt |
| Contributions | $857,562 | ContributionsAmt |
| Investment Earnings Or Losses | $3,842,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,818,211 | OtherExpendituresAmt |
| End Year Balance | $102,813,008 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57158 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42842 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,412,922 | OtherCostOrOtherBasisAmt |
| Book Value | $5,412,922 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,524,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,884,059 | DepreciationAmt |
| Book Value | $42,640,644 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $699,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,778 | DepreciationAmt |
| Book Value | $457,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,402,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,232,471 | DepreciationAmt |
| Book Value | $5,170,135 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,044,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,029,017 | DepreciationAmt |
| Book Value | $1,015,163 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,696,617 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RENTAL DEPOSITS | $87,621 |
| GIFT CERTIFICATES | $294,727 |
| OTHER LIABILITIES | $11,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $393,499 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $62,568,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,126,415 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,524,200 | OtherRevenueAmt |
| Revenue Not Reported | $25,650,615 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,917,385 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,012 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,012 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,918,397 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,947,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,524,200 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,524,200 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,422,800 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,931 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,931 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,426,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | ARTIS-NAPLES ACQUIRED $49,000 AND $11,780 IN NEW WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THERE WERE NO DONATIONS OF ART DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. PURSUANT TO ARTIS-NAPLES POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES; NO VALUE IS REPORTED FOR THE CONTRIBUTION OF ART. |
| PART III, LINE 4: | MORE THAN 3,000 OBJECTS AND WORKS OF ART COMPRISE ARTIS-NAPLES'S COLLECTIONS, INCLUDING WORKS OF AMERICAN MODERNISM, MEXICAN MODERNISM, LATIN AMERICAN CONTEMPORARY, CONTEMPORARY ART OF THE AMERICAS, AND COLLECTION OF TWO AND THREE DIMENSIONAL OBJECTS SUCH AS PAINTINGS, WORKS ON PAPER, AND SCULPTURE. |
| PART V, LINE 4: | THE EARNINGS ON ENDOWMENT FUNDS ARE TO BE USED FOR SUPPORT OF THE ORGANIZATION PROGRAMS. ARTIS-NAPLES HAS ADOPTED A POLICY OF SPENDING UP TO 5.0% OF A 20-QUARTER MOVING AVERAGE VALUE OF THE ENDOWMENT THROUGH THE FISCAL YEAR ENDING JUNE 30, 2024. |
| PART X, LINE 2: | ARTIS-NAPLES HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. ARTIS-NAPLES HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ARTIS-NAPLES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 406,094. DIRECT RENTAL EXPENSES 831,181. FUNDRAISING EXPENSES 286,925. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL STATEMENT ROUNDING 1,012. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 406,094. DIRECT RENTAL EXPENSES 831,181. FUNDRAISING EXPENSES 286,925. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL STATEMENT ROUNDING 3,931. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,174,541 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,097,753 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,788 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $76,788 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $34,762 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $175,375 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,174,541 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,097,753 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $76,788 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $76,788 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,762 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $175,375 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $286,925 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$210,137 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS | 11 | $42,500 | N/A | N/A |
| ART AWARDS | 4 | $1,500 | N/A | N/A |
| CONCERTO COMPETITION | 3 | $1,000 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED TO SENIOR HIGH SCHOOL STUDENTS IN THE YOUTH MUSIC PROGRAMS. THE SCHOLARSHIP AWARDS ARE MADE PAYABLE TO THE STUDENT'S COLLEGE. A LETTER OF ACCEPTANCE IS REQUIRED. AWARDS ARE GIVEN TO YOUNG ARTISTS AND MUSICIANS WHO COMPETE IN THE ART EXHIBITS AND CONCERTO COMPETITION. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN VAN BERGEN | ||||||||||||||
| PRESIDENT & CEO | $600,000 | $0 | $120,000 | $0 | $13,777 | $0 | $119,980 | $0 | $6,253 | $0 | $860,010 | $0 | $0 | $0 |
| PERRE EDWARDS | ||||||||||||||
| TREASURER & CFO | $270,000 | $0 | $30,000 | $0 | $18,311 | $0 | $66,203 | $0 | $13,534 | $0 | $398,048 | $0 | $0 | $0 |
| DAVID FILNER | ||||||||||||||
| EVP ARTISTIC OPERATIONS | $276,286 | $0 | $30,000 | $0 | $0 | $0 | $69,085 | $0 | $11,712 | $0 | $387,083 | $0 | $0 | $0 |
| ALICE VAN ARSDALE | ||||||||||||||
| VICE PRES. OF DEVELOPMENT | $184,673 | $0 | $20,000 | $0 | $0 | $0 | $12,300 | $0 | $6,253 | $0 | $223,226 | $0 | $0 | $0 |
| COURTNEY MCNEIL | ||||||||||||||
| MUSEUM DIR. & CHIEF CURATO | $169,104 | $0 | $0 | $0 | $0 | $0 | $10,500 | $0 | $19,348 | $0 | $198,952 | $0 | $0 | $0 |
| ELLEN TOMASIEWICZ | ||||||||||||||
| MUSICIAN (THRU 06/23) | $46,124 | $0 | $0 | $0 | $106,371 | $0 | $3,046 | $0 | $2,605 | $0 | $158,146 | $0 | $0 | $0 |
| JACKIE LANE | ||||||||||||||
| CREATIVE SERVICES DIRECTOR | $124,836 | $0 | $1,500 | $0 | $6,764 | $0 | $7,574 | $0 | $16,604 | $0 | $157,278 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PELICAN BAY CLUB AND NAPLES YACHT CLUB DUES REIMBURSED TO CEO. TO BE USED FOR DONOR AND CULTIVATION MEETINGS/LUNCHES |
| PART I, LINE 1B | THERE IS NO PERSONAL USE OF THE MEMBERSHIP, ONLY BUSINESS RELATED |
| PART I, LINE 3 | SALARY STUDIES ARE NOW COMPLETED EVERY TWO YEARS |
| PART I, LINE 4A | NAME: ELLEN TOMASIEWICZ, DESCRIPTION: SEVERANCE/RETIREMENT, CURRENT YEAR AMOUNT: $104,500 PLAN DESCRIPTION: SEVERANCE/RETIREMENT |
| PART I, LINE 7 | STAFF AND SENIOR LEADERSHIP GIVEN BONUSES BASED ON BOARD AND LEADERSHIP INPUT |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,003,953 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | THE THIRD PARTY, NORTHERN TRUST SELLS ALL STOCK GIFTS. |
| PART I, LINE 33: | PURSUANT TO ORGANIZATIONAL POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES, NO VALUE IS REPORTED FOR THE IN-KIND CONTRIBUTION OF ART - WHICH IS STANDARD FOR THE INDUSTRY THEREFORE NO CONTRIBUTIONS OF ARTWORK ARE INCLUDED IN REVENUES ON FORM 990 PART VIII. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1 | ARTIS-NAPLES IS UNIQUE AMONG CULTURAL INSTITUTIONS NATIONWIDE, DEDICATED TO CREATING AND PRESENTING WORLD-CLASS VISUAL AND PERFORMING ARTS. THROUGH OUR MULTIDISCIPLINARY OFFERINGS, WE INSPIRE, EDUCATE, AND ENTERTAIN TO ENGAGE AND ENRICH THE GROWING AND DIVERSIFYING COMMUNITY. HOME OF THE BAKER MUSEUM AND THE NAPLES PHILHARMONIC, ARTIS-NAPLES HOSTS MORE THAN 800 CONCERTS, PERFORMANCES, EXHIBITIONS AND EDUCATIONAL EVENTS FOR CHILDREN AND ADULTS EACH YEAR. THESE EVENTS, BOTH PAID AND FREE, TAKE PLACE IN VENUES ACROSS OUR 8.5-ACRE KIMBERLY K. QUERREY AND LOUIS A. SIMPSON CULTURAL CAMPUS AND THROUGHOUT THE GREATER COMMUNITY. IN JULY 2023, ARTIS-NAPLES ANNOUNCED ITS FULL SCHEDULE OF VISUAL AND PERFORMING ARTS OFFERINGS FOR THE 2023-24 SEASON. UNDER THE THEME OF ARTISTIC SENSES-SEE, HEAR, TASTE, ARTIS-NAPLES WOVE TOGETHER MUSIC, VISUAL ARTS AND LEARNING OPPORTUNITIES TO CREATE A SEASON THAT ENGAGED PATRONS IN AN EXPLORATION OF THE SENSES. ADDITIONALLY, THE SEASON MARKED THE DESIGNATE YEAR OF ALEXANDER SHELLEY AS SHARON AND TIMOTHY UBBEN ARTISTIC AND MUSIC DIRECTOR, FURTHER ESTABLISHING HIS LEADERSHIP AS HE CONDUCTED THE NAPLES PHILHARMONIC IN MULTIPLE CONCERTS. IN A CELEBRATION OF THE CENTENARY OF GEORGE GERSHWIN'S ICONIC RHAPSODY IN BLUE, ARTIS-NAPLES PRESENTED A MULTIDISCIPLINARY EXPLORATION OF GERSHWIN'S LIFE AND WORKS. HIGHLIGHTS INCLUDED A GROUNDBREAKING EXHIBITION, GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE, AT THE BAKER MUSEUM, WHICH WAS ACCOMPANIED BY THE PUBLICATION OF A COMPREHENSIVE CATALOG BY ARTIS-NAPLES IN COLLABORATION WITH LONDON-BASED SCALA ARTS PUBLISHERS. THE MULTIDISCIPLINARY CELEBRATION OF GERSHWIN CAME FULLY INTO FOCUS WITH MULTIPLE PERFORMANCES OF GERSHWIN'S MUSIC. THE NAPLES PHILHARMONIC PRESENTED A MASTERWORKS PROGRAM FEATURING BOTH THE JAZZ BAND AND FULL ORCHESTRA VERSIONS OF RHAPSODY IN BLUE WITH ACCLAIMED CONDUCTOR DAVID ROBERTSON AND PIANO VIRTUOSA ORLI SHAHAM AS WELL AS AN AMERICAN IN PARIS UNDER THE BATON OF ARTISTIC AND MUSIC DIRECTOR DESIGNATE ALEXANDER SHELLEY. OTHER PERFORMANCES OF GERSHWIN'S MUSIC INCLUDED A PROGRAM BY EMINENT JAZZ DANCE COMPANY GIORDANO DANCE CHICAGO, A TRIBUTE TO GEORGE GERSHWIN BY WELL-KNOWN PERFORMER MICHAEL FEINSTEIN AND A CELEBRATION OF GERSHWIN IN THE NAPLES PHILHARMONIC JAZZ ORCHESTRA'S FINAL ALL THAT JAZZ SERIES PERFORMANCE OF THE SEASON. THE BAKER MUSEUM REMAINED OPEN THROUGHOUT SUMMER 2023 FOR THE FIRST TIME IN ITS HISTORY, WITH FEATURED EXHIBITIONS INCLUDING THREE DEGREES OF SEPARATION: ARTISTIC CONNECTIONS IN THE PERMANENT COLLECTION, NAPLES COLLECTS 2022-23 AND PRISON NATION. EXHIBITION HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED TAMARA KOSTIANOVSKY: BOTANICAL REVOLUTION; FRANK STEWART'S NEXUS: AN AMERICAN PHOTOGRAPHER'S JOURNEY, 1960S TO THE PRESENT; THE ART OF FOOD: FROM THE COLLECTIONS OF JORDAN D. SCHNITZER AND HIS FAMILY FOUNDATION; THE FACE OF IMMOKALEE; GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE; AND ANDY WARHOL PORTFOLIOS: A LIFE IN POP | WORKS FROM THE BANK OF AMERICA COLLECTION. PERFORMING ARTS HIGHLIGHTS INCLUDED PROGRAMS ACROSS GENRES BY THE NAPLES PHILHARMONIC, INCLUDING MASTERWORKS, POPS AND CHAMBER MUSIC PROGRAMMING. NAPLES PHILHARMONIC HIGHLIGHTS INCLUDED THREE PROGRAMS CONDUCTED BY ALEXANDER SHELLEY, A MASTERWORKS PROGRAM FEATURING ARTISTIC PARTNER JAMES EHNES AS LEADER AND SOLOIST, PERFORMANCES OF GERSHWIN'S RHAPSODY IN BLUE AND AN AMERICAN IN PARIS AND COLLABORATIONS WITH MIAMI CITY BALLET AND BALLET-X, AMONG OTHERS. PRINCIPAL POPS CONDUCTOR JACK EVERLY RETURNED FOR AN EXCITING SCHEDULE OF POPS MUSIC, INCLUDING A PROGRAM HIGHLIGHTING THE MUSIC OF ICONIC FILM COMPOSER JOHN WILLIAMS AND A PIANO DUEL BY ARTIS-NAPLES FAVORITES FRANKIE MORENO AND TONY DESARE. THE BROADWAY SERIES BROUGHT FIVE HIT MUSICALS TO HAYES HALL: FUNNY GIRL, COMPANY, TINA THE TINA TURNER MUSICAL, SIX AND TO KILL A MOCKINGBIRD. THE VISITING ORCHESTRAS SERIES ONCE AGAIN BROUGHT SOME OF THE WORLD'S FINEST ORCHESTRAS TO NAPLES, FEATURING A PERFORMANCE BY THE CLEVELAND ORCHESTRA WITH MUSIC DIRECTOR FRANZ WELSER-MOST, TWO PROGRAMS BY THE VIENNA PHILHARMONIC ORCHESTRA CONDUCTED BY WELSER-MST AND THE RETURN OF ACADEMY OF ST MARTIN IN THE FIELDS WITH ESTEEMED VIOLINIST JOSHUA BELL, THE ENSEMBLE'S MUSIC DIRECTOR. THE 2023-24 SEASON ALSO MARKED THE FIRST SEASON FOLLOWING THE COMPLETION OF THE FUTURE-FORWARD CAMPAIGN FOR CULTURAL EXCELLENCE. LAUNCHED IN 2016, THE CAMPAIGN INITIALLY ASPIRED TO RAISE $50 MILLION FOR THE ORGANIZATION'S ENDOWMENT, BUT, IN THE WAKE OF HURRICANE IRMA IN 2017, THE GOAL WAS EXPANDED TO $75 MILLION TARGETING FOUR KEY AREAS: INVESTMENTS IN THE CULTURAL CAMPUS, EXPANSION OF ARTISTIC AND COMMUNITY INITIATIVES, GROWTH OF THE BAKER MUSEUM'S PERMANENT COLLECTION AND AN INCREASE TO THE ENDOWMENT. ARTIS-NAPLES ANNOUNCED THAT THE CAMPAIGN WAS A RESOUNDING SUCCESS, WITH CONTRIBUTED REVENUES EXCEEDING $95 MILLION. ARTIS-NAPLES PROVIDES AN ARRAY OF OPPORTUNITIES FOR THE NOVICE OR SEASONED CULTURAL PATRON TO ENGAGE WITH THE ARTS. THIS INCLUSIVE APPROACH, UNDER THE GUIDANCE OF CEO AND PRESIDENT KATHLEEN VAN BERGEN AND ARTISTIC AND MUSIC DIRECTOR ALEXANDER SHELLEY, RANGES FROM SINGLE PERFORMANCES TO SEASON-LONG MULTIDISCIPLINARY EXPERIENCES AND EXHIBITIONS, UNITED BY A SINGULAR THEME OR IDEA. FROM CLASSICAL MUSIC, POPS AND JAZZ TO BALLET AND BROADWAY MUSICALS, ARTIS-NAPLES CREATES AND PRESENTS A VARIETY OF OFFERINGS AND GENRES, INCLUDING ORCHESTRA, DANCE, CHAMBER MUSIC, EXHIBITIONS, PRESENTATIONS, EDUCATIONAL LECTURES, MASTER CLASSES AND SOCIAL EVENTS. ARTIS-NAPLES ALSO PRESENTS THE NAPLES INTERNATIONAL FILM FESTIVAL (NIFF) AS PART OF ITS MULTIDISCIPLINARY MISSION. NIFF CELEBRATED ITS 15TH ANNIVERSARY IN 2023. THE KIMBERLY K. QUERREY AND LOUIS A. SIMPSON CULTURAL CAMPUS WELCOMES HUNDREDS OF THOUSANDS OF VISITORS EACH YEAR AND IS COMPRISED OF TWO PERFORMANCE HALLS (FRANCES PEW HAYES HALL AND MYRA J. DANIELS PAVILION), THE BAKER MUSEUM, THE TONI STABILE EDUCATION BUILDING AND THE KOHAN ADMINISTRATION BUILDING. THE BAKER MUSEUM EXPANSION, COMPLETED IN FALL 2020, ADDED 18,000 SQUARE FEET TO THE MUSEUM AND CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL ENGAGEMENT. THE ARTIS-NAPLES BOARD OF DIRECTORS COMPRISES MORE THAN 35 PHILANTHROPISTS AND COMMUNITY LEADERS WHO OVERSEE THE ORGANIZATION'S GOVERNANCE AND FIDUCIARY RESPONSIBILITIES. AFTER THREE SEASONS OF DEDICATED LEADERSHIP, LOIS JULIBER CONCLUDED HER TENURE AS BOARD CHAIR AFTER THE 2022-23 SEASON. IN JULY 2023, HEIDI MILLER BEGAN AS THE NEW CHAIR OF THE BOARD. |
| PART IIII, LINE 4A | EACH YEAR, ARTIS-NAPLES HOSTS A ROBUST SEASON OF EDUCATION AND PRESENTING EVENTS. THE 800-PLUS OFFERINGS INCLUDE TOURING BROADWAY SHOWS; A WORLD-CLASS SLATE OF VISITING ORCHESTRAS, INCLUDING THE CLEVELAND ORCHESTRA, THE VIENNA PHILHARMONIC ORCHESTRA AND THE ACADEMY OF ST MARTIN IN THE FIELDS; INSIGHTFUL EDUCATION AND LIFELONG LEARNING PROGRAMS; AND PERFORMANCES SPANNING COMEDY, POP, THEATER AND DANCE. ARTIS-NAPLES CONTINUED TO OFFER A BROAD RANGE OF MULTIDISCIPLINARY PROGRAMMING, MEETING THE DIVERSE INTERESTS OF THE SOUTHWEST FLORIDA COMMUNITY. HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED PRESENTATIONS BY SALSA LEGEND GILBERTO SANTA ROSA, AMERICAN AUTHOR AND COMEDIAN DAVID SEDARIS, ICONIC VOCALIST SARAH BRIGHTMAN, GRAMMY-WINNING TRUMPETER CHRIS BOTTI, PINK MARTINI FEATURING CHINA FORBES AND WORLD-FAMOUS PIANO MASTER LANG LANG. IN OCTOBER 2023, ARTIS-NAPLES PRESENTED THE 15TH ANNUAL NAPLES INTERNATIONAL FILM FESTIVAL (NIFF), MARKING A MILESTONE IN THE ORGANIZATION'S COMMITMENT TO FILM AND MULTIMEDIA ARTS. |
| PART IIII, LINE 4B | THE NAPLES PHILHARMONIC HAS LONG BEEN RECOGNIZED AS ONE OF THE CORNERSTONES OF SOUTHWEST FLORIDA'S ARTS COMMUNITY. DURING THE 2023-24 SEASON, ALEXANDER SHELLEY BEGAN HIS DESIGNATE YEAR AS ARTISTIC AND MUSIC DIRECTOR, CONDUCTING THE ORCHESTRA IN SEVERAL KEY PERFORMANCES AND SETTING THE STAGE FOR THE FUTURE. VIOLINIST JAMES EHNES CONTINUED HIS ROLE AS ARTISTIC PARTNER, WITH A FOCUS ON INSPIRING AND EMBODYING A HIGH LEVEL OF ARTISTRY WITH THE NAPLES PHILHARMONIC. THE 2023-24 SEASON ALSO CELEBRATED THE CENTENARY OF GEORGE GERSHWIN'S RHAPSODY IN BLUE, WITH A SERIES OF PERFORMANCES THAT HONORED THE COMPOSER'S LEGACY. THE NAPLES PHILHARMONIC PERFORMS OVER 140 ORCHESTRAL AND CHAMBER MUSIC CONCERTS, AS WELL AS OPERA AND BALLET, EDUCATION, COMMUNITY AND SPECIAL EVENT CONCERTS ANNUALLY BETWEEN SEPTEMBER AND JUNE IN THE 1,477-SEAT HAYES HALL, THE 283-SEAT DANIELS PAVILION AND AROUND SOUTHWEST FLORIDA. THE NAPLES PHILHARMONIC WAS FOUNDED IN 1982 AS THE NAPLES-MARCO PHILHARMONIC AND, IN ITS FIRST SEASON, PERFORMED FOUR CONCERTS AS A CHAMBER ORCHESTRA. IN 1989, THE THEN-PHILHARMONIC CENTER FOR THE ARTS OPENED AS THE HOME OF THE NAPLES PHILHARMONIC, AND SINCE THEN, THE ENSEMBLE HAS GROWN IN SCOPE, SIZE AND ARTISTIC IMPACT. IN 2023-24, ARTIS-NAPLES RECOGNIZED THE RETIREMENT OF SEVERAL LONGTIME MEMBERS OF THE NAPLES PHILHARMONIC, INCLUDING SOME WHO HAVE BEEN WITH THE ORCHESTRA FOR MORE THAN 30 YEARS. TO HONOR THEIR LEGACY, THE ORGANIZATION HAS INITIATED A TRANSITION PROGRAM TO ENSURE THE CONTINUITY OF THE NAPLES PHILHARMONIC'S ARTISTIC EXCELLENCE WHILE CELEBRATING THE CONTRIBUTIONS OF ITS LONG-TERM MEMBERS. AS THE ORCHESTRA EVOLVES, IT REMAINS STEADFAST IN ITS COMMITMENT TO INNOVATION, EDUCATION AND COMMUNITY ENGAGEMENT. HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED AN OVERTURE TO ALEXANDER: A TOAST TO THE FUTURE, MARKING ALEXANDER SHELLEY'S FIRST CONCERT SINCE HIS APPOINTMENT AS ARTISTIC AND MUSIC DIRECTOR. SHELLEY CONDUCTED THE ORCHESTRA IN TWO SEPARATE MASTERWORKS PROGRAMS, INCLUDING KORNGOLD'S VIOLIN CONCERTO WITH REVERED CANADIAN VIOLINIST BLAKE POULIOT AS WELL AS GERSHWIN'S AN AMERICAN IN PARIS AND THE FIREBIRD. ARTISTIC PARTNER JAMES EHNES JOINED THE ORCHESTRA FOR TWO MASTERWORKS PROGRAMS, INCLUDING A PLAY-LEAD PROGRAM FEATURING SIBELIUS' SUITE FOR VIOLIN AND STRINGS AND MOZART'S FIFTH VIOLIN CONCERTO, PLUS A WANG CHAMBER MUSIC PERFORMANCE OF WORKS BY BRAHMS AND DVOK. PRINCIPAL POPS CONDUCTOR JACK EVERLY PROGRAMMED FIVE EXCITING POPS PROGRAMS, INCLUDING A SHOWCASE OF MUSIC BY ICONIC FILM COMPOSER JOHN WILLIAMS AND A PIANO DUEL BY AUDIENCE FAVORITES FRANKIE MORENO AND TONY DESARE. IN ADDITION TO THESE CONCERTS ON THE CULTURAL CAMPUS, THE NAPLES PHILHARMONIC PERFORMED AT VARIOUS VENUES AROUND SOUTHWEST FLORIDA AS PART OF THE ORCHESTRA'S ONGOING AROUND TOWN PROGRAM AND IN FREE FALL AND SPRING CHAMBER MUSIC CONCERTS THROUGHOUT THE COMMUNITY. |
| PART IIII, LINE 4C | ESTABLISHED IN 2000, THE BAKER MUSEUM STEWARDS A PERMANENT COLLECTION OF OVER 3,000 FINE ART OBJECTS AND PROGRAMS APPROXIMATELY 35,000 SQUARE FEET OF INDOOR EXHIBITION SPACE, ALONG WITH OUTDOOR SCULPTURE GARDENS THROUGHOUT THE CULTURAL CAMPUS. IN 2020, ARTIS-NAPLES CELEBRATED THE RENOVATION AND EXPANSION OF THE BAKER MUSEUM AND ADJOINING NORRIS GARDEN, WHICH CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL INTERACTION. THE BAKER MUSEUM IS COMMITTED TO REEXAMINING THE ESTABLISHED AND FULFILLING CURIOSITY FOR THE NEW, AND THE MUSEUM'S ROBUST CALENDAR FEATURES A COMBINATION OF EXHIBITIONS DRAWN FROM THE PERMANENT COLLECTION OF MODERN AND CONTEMPORARY ART AND NOTED TRAVELING EXHIBITIONS. THE 2023-24 SEASON FEATURED A DYNAMIC SLATE OF EXHIBITIONS, INCLUDING A SIGNIFICANT FOCUS ON THE LIFE AND WORKS OF GEORGE GERSHWIN THROUGH THE EXHIBITION GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE, A MAJOR LOAN EXHIBITION ORGANIZED BY THE BAKER MUSEUM EXPLORING GERSHWIN'S ROLE AS BOTH AN ARTIST AND AN ART COLLECTOR. THE MUSEUM'S CURATORIAL TEAM CHAMPIONS THE WORK OF BOTH ESTABLISHED AND EMERGING ARTISTS BY ORGANIZING EXHIBITIONS THAT OFTEN PROVIDE ARTISTS WITH THEIR FIRST EXPOSURE TO MUSEUM AUDIENCES IN THE SOUTHEASTERN REGION OF THE UNITED STATES. THIS WAS THE CASE WITH CELEBRATED ARGENTINE ARTIST TAMARA KOSTIANOVSKY, WHOSE EXHIBITION TAMARA KOSTIANOVSKY: BOTANICAL REVOLUTION REPRESENTED HER FIRST TIME EXHIBITING IN THE SOUTHEASTERN UNITED STATES AND FEATURED NEW WORK INSPIRED BY THE BIRD AND PLANT LIFE OF SOUTHWEST FLORIDA. OTHER EXHIBITIONS ORGANIZED BY THE MUSEUM INCLUDED FLORIDA CONTEMPORARY 2023-24; THE FACE OF IMMOKALEE; AND DEEP CUTS FROM THE AHMET ERTEGUN COLLECTION. TRAVELING EXHIBITIONS PRESENTED AT THE MUSEUM INCLUDED THE ART OF FOOD: FROM THE COLLECTIONS OF JORDAN D. SCHNITZER AND HIS FAMILY FOUNDATION; FRANK STEWART'S NEXUS: AN AMERICAN PHOTOGRAPHER'S JOURNEY, 1960S TO THE PRESENT; ANDY WARHOL PORTFOLIOS: A LIFE IN POP | WORKS FROM THE BANK OF AMERICA COLLECTION; AND TRADITION INTERRUPTED. THE IMPACT OF THESE EXHIBITIONS AND THEIR RELATED PROGRAMMING WAS ENHANCED BY COMMUNITY PARTNERSHIPS WITH GROUPS INCLUDING THE COALITION OF IMMOKALEE WORKERS, IMMOKALEE FOUNDATION, LEE COUNTY BLACK HISTORY SOCIETY, NAACP OF COLLIER COUNTY AND NAPLES BOTANICAL GARDEN. THE PERMANENT COLLECTION OF THE BAKER MUSEUM IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, SCHOLARSHIP, RESEARCH AND STEWARDSHIP IN FURTHERANCE OF PUBLIC SERVICE. THE MUSEUM MADE SIGNIFICANT ADDITIONS TO ITS COLLECTION DURING THE 2023-24 SEASON, INCLUDING GENEROUS DONATIONS OF PRINTS BY JOS CLEMENTE OROZCO; PHOTOGRAPHS BY PAUL STRAND, PHILIP PERKIS AND JACK LEIGH; AND PAINTINGS BY ARNOLD BELKIN AND MERNET LARSEN. ADDITIONALLY, THE MUSEUM MADE TWO SIGNIFICANT PURCHASES OF CONTEMPORARY WORKS: A TEXTILE TRIPTYCH BY TAMARA KOSTIANOVSKY AND A SITE-SPECIFIC ASSEMBLAGE AND INSTALLATION BY PEPE MAR. IN ADDITION TO BEING UTILIZED IN TEMPORARY EXHIBITIONS WITHIN THE MUSEUM'S GALLERIES, SELECTIONS FROM THE PERMANENT COLLECTION ARE ON VIEW IN PUBLIC SPACES WITHIN THE MUSEUM, HAYES HALL AND THE KOHAN ADMINISTRATIVE BUILDING, AS WELL AS OUTDOORS THROUGHOUT THE 8.5-ACRE CULTURAL CAMPUS. HIGHLIGHTS INCLUDE THE MAJESTIC DAWN'S FOREST, THE LAST AND LARGEST SCULPTURE INSTALLATION BY THE EMINENT AMERICAN ARTIST LOUISE NEVELSON, AS WELL AS SIGNIFICANT SCULPTURES BY DANIEL BUREN, ALBERT PALEY, MANOLO VALDES AND OTHERS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE CHAIR OF THE BOARD, THE CEO, AND THE CHAIR OF EACH COMMITTEE COMPRISE THE EXECUTIVE COMMITTEE. THEY ARE ALL BOARD MEMBERS. THEY CAN ACT ON BEHALF OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY THE CFO AND CEO, AFTER ANY CHANGES, THE FINAL DRAFT IS PRESENTED TO THE FULL BOARD AT THE MEETING PRIOR TO THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S POLICY STATES THAT "ANY EMPLOYEE WHO DISCOVERS AN EVENT OF QUESTIONABLE, FRAUDULENT OR ILLEGAL NATURE SHOULD IMMEDIATELY REPORT SUCH EVENT TO THE CEO OR HUMAN RESOURCES. THE COMPANY WILL PROTECT EMPLOYEES WHO REPORT IN GOOD FAITH WHAT THEY REASONABLY BELIEVE TO BE A VIOLATION OF STATE AND FEDERAL LAW OR CONDITIONS OR PRACTICES THAT WOULD PUT THE HEALTH OR SAFETY OF EMPLOYEES AT RISK. NO EMPLOYEE WILL BE DISCHARGED, THREATENED OR DISCRIMINATED AGAINST IN ANY MANNER FOR REPORTING WHAT THEY PERCEIVE AS WRONGDOING. ALL STAFF AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DOCUMENT CONFLICTS, IF ANY, ANNUALLY IN WRITING." |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ENGAGES AN OUTSIDE FIRM TO CONDUCT COMPENSATION STUDIES. IN DECEMBER 2023, THREE STUDIES WERE COMPLETED; ONE FOR THE CEO, ONE FOR SENIOR LEADERSHIP AND ONE FOR STAFF. THE CEO AND SENIOR LEADERSHIP STUDIES WERE COMPLETED BY FW COOK AND THE STAFF STUDY WAS COMPLETED BY WILLIS TOWERS WATSON. THE SALARY CHANGES FROM THE STUDY WERE IMPLEMENTED IN JANUARY 2024. NEW STUDIES ARE BEING CONDUCTED EVERY TWO YEARS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTIST FEES: PROGRAM SERVICE EXPENSES 7,023,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,023,460. PRODUCTION COSTS: PROGRAM SERVICE EXPENSES 140,559. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,559. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 243,139. MANAGEMENT AND GENERAL EXPENSES 568,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 811,638. AGENT FEE: PROGRAM SERVICE EXPENSES 150,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,850. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5551 RIDGEWOOD DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593739460 | EIN |
| Primary Activities | LESSOR OF COMMERCIAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $1,244,489 | TotalIncomeAmt |
| End Of Year Assets | $16,723,197 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
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