2023-02-14T15:01:14-06:00 2022-06-30 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2021-07-01 300104608 HERMITAGE ARTIST RETREAT INC HERM 9414752098 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 9414752098 2023-02-13 1 ANDY SANDBERG 999009999 BRIAN CARTER P00536712 9417474483 2023-02-13 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z ANDY SANDBERG 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 2098386 0 X WWW.HERMITAGEARTISTRETREAT.ORG X 2002 FL TO INSPIRE AND FOSTER THE MOST INFLUENTIAL AND CULTURALLY CONSEQUENTIAL ART AND ARTISTS OF OUR TIME; TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY AND SERVE OUR COMMUNITY. 16 16 9 48 0 0 1642887 1767677 8283 18284 67379 50843 68178 91171 1786727 1927975 0 0 0 0 511097 662526 0 0 37092 378360 731735 889457 1394261 897270 533714 2853768 3268203 87207 89175 2766561 3179028 TO INSPIRE AND FOSTER THE MOST INFLUENTIAL AND CULTURALLY CONSEQUENTIAL ART AND ARTISTS OF OUR TIME; TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY AND SERVE OUR COMMUNITY. 0 0 1071370 19101 ARTIST IN RESIDENCE PROGRAM: TO PROVIDE CREATIVE TIME AND INSPIRING SPACE FOR ARTISTS FROM AROUND THE WORLD TO COME AND CREATE, AND TO SHARE THEIR TALENTS WITH THE COMMUNITY. 1071370 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDY SANDBERG 9414752098 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 ROBYN CITRIN PRESIDENT 2.00 X X 0 0 0 DAVID B GREEN VICE PRESIDENT 2.00 X X 0 0 0 STEVEN ADLER TREASURER 2.00 X X 0 0 0 ELLEN BERMAN SECRETARY 2.00 X X 0 0 0 CHRISTINE BOONE TRUSTEE 2.00 X 0 0 0 MARYANN CASEY TRUSTEE 2.00 X 0 0 0 CAROLE CROSBY TRUSTEE 2.00 X 0 0 0 MARLETTA DARNALL TRUSTEE 2.00 X 0 0 0 LESLIE EDWARDS TRUSTEE 2.00 X 0 0 0 LAURA KAMINSKY TRUSTEE 2.00 X 0 0 0 TINA SHAO NAPOLI TRUSTEE 2.00 X 0 0 0 MICHAEL PENDER TRUSTEE 2.00 X 0 0 0 CHARLOTTE PERRET TRUSTEE 2.00 X 0 0 0 EDWARD SWAN JR TRUSTEE 2.00 X 0 0 0 NELDA THOMPSON TRUSTEE 2.00 X 0 0 0 MARY LOU WINNICK TRUSTEE 2.00 X 0 0 0 SUSAN BRAINERD DEC AUG 23 2021 TRUSTEE 2.00 X 0 0 0 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 40.00 X 192072 0 4825 192072 0 4825 1 0 1 0 0 104358 1663319 1767677 REGISTRATION FEES 713990 18284 18284 18284 50843 50843 260765 170411 90354 90354 OTHER INCOME 713990 817 817 817 1927975 19101 0 141197 200336 148249 52087 381415 282247 99168 4578 3388 1190 36483 26997 9486 39714 29388 10326 19923 19923 9612 9612 52267 52267 50893 50893 242820 231599 11221 20321 20321 6366 6366 56864 55158 1706 8790 8790 ARTIST RESIDENCY 94424 94424 MISCELLANEOUS 61623 61623 PROGRAM ACTIVITIES 35514 35514 DEVELOPMENT 34777 2435 32342 37541 23829 8962 4750 1394261 1071370 285799 37092 62582 154329 960350 1191144 33028 43598 1705448 556400 959249 1149048 838057 729584 502 500 2853768 3268203 87207 89175 87207 89175 X 2656561 3179028 110000 0 2766561 3179028 2853768 3268203 533714 -121247 0 X X 0 1 X 1 0 X 463152 366347 720136 1642887 1767677 4960199 235167 323210 375274 242684 279049 1455384 698319 689557 1095410 1885571 2046726 6415583 0 0 0 6415583 10238 8595 12251 40696 50843 122623 10238 8595 12251 40696 50843 122623 8283 817 9100 708557 698152 1107661 1934550 2098386 6547306 0.97990 0.98440 0.01870 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1610547 480309 1130238 76724 70335 6389 18177 5756 12421 1149048 THE CULTURAL FUND (CFSC) 403195 F HERMITAGE LEGACY FUND (GCCF) 326389 F 729584 X 2007139 -121247 30000 170411 79164 1927975 0 1927975 1594672 30000 170411 200411 1394261 0 1394261 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, THE ORGANIZATION INCURRED NO INCOME TAX EXPENSE. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES A 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 170,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 170,411. ARTFUL LOBSTER 171715 171715 47738 SPRING GALA 87050 87050 38336 53826 1 2000 2000 30511 260765 260765 38336 132075 170411 90354 0 0 0 0 0 0 0 0 0 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 169572 0 22500 0 0 0 4825 0 0 0 196897 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS SENT TO THE ORGANIZATION, WHERE IT IS REVIEWED BY THE BOARD AND MANAGEMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS ARE THE SUBJECT OF BOARD DISCUSSION BEFORE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES COMPARABILITY DATA FROM TWO DIFFERENT SOURCES TO DETERMINE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.