THE HELICON FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HELICON FOUNDATION INC (EIN 13-3228528)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202321319349302097
- Schema version
- 2021v4.2
- 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 | 2023-05-11T10:59:56-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822194701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REIMER & FREEMAN CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 MERRITTS RD SUITE 1 | AddressLine1Txt |
| City | FARMINGDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133228528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELICON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 HILLTOP DRIVE | AddressLine1Txt |
| City | CORTLANDT MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WELCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128746438 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | WELCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARA L REIMER | PreparerPersonNm |
| PTIN | P00042355 | PTIN |
| Phone | 5166946808 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA WELCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 DOOLITTLE ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $184,507 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELICON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,806 | PYContributionsGrantsAmt |
| CY Contributions Grants | $88,110 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $1,250 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,996 | CYInvestmentIncomeAmt |
| CY Other Revenue | $10,013 | CYOtherRevenueAmt |
| PY Total Revenue | $85,760 | PYTotalRevenueAmt |
| CY Total Revenue | $117,369 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,191 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $751 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,036 | PYOtherExpensesAmt |
| CY Other Expenses | $85,664 | CYOtherExpensesAmt |
| PY Total Expenses | $93,686 | PYTotalExpensesAmt |
| CY Total Expenses | $141,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $346,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,273 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,840 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $332,878 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $256,433 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $109,958 | ExpenseAmt |
| Desc | THE 37TH SEASON (21-22) ENTITLED IN-PERSON WAS EXCITING BECAUSE IT BROUGHT MEMBERS BACK TO LIVE AND IN-PERSON EVENTS. SYMPOSIUM 135 (OCT 17-18) FANNY & FELIX FEATURED WORKS BY FANNY MENDELSOHN HENSEL AND FELIX MENDELSOHN. AS THE CONCERT HALL BEGAIN TO DISCOVER THE WONDERFUL WORKS OF FANNY MENDELSSOHN HENSEL, WE PAIRED HER PIANO TRIO WITH THE ASTONISHING SECOND CONTRIBUTION TO THE GENRE BY FELIX. SYMPOSIUM 136 (DEC 5-6) QUINTESSENTIAL III FEATURED WORKS BY BEETHOVEN, DVORAK AND BRAHMS. CONTINUING OUR QUINTESSENTIAL PROJECT OF EXPLORING THE STRING QUARTETS HUMBLE NEXT OF KIN, WE ADDED A VIOLA FOR QUINTETS BY BEETHOVEN AND BRAHMS. SYMPOSIUM 137 (MAR 13-14) CHILDREN OF ORPHEUS SHOWCASED VIRTUOSO STRING CONCERTOS BY CORELLI, VIVALDI, HANDEL AND OTHERS. IT SURVEYED THE ENORMOUS INFLUENCE OF ARCANGELO CORRELI, KNOWN IN HIS LIFETIME AS THE NEW ORPHEUS OF OUR TIMES. HE WAS THE FIRST MUSICIAN TO BE BURIED IN THE FAMED PARTHENON. ON THE PROGRAM WERE FAVORITES BY VIVALDI AND HANDEL, ALONGSIDE NEW DISCOVERIES.SYMPOSIUM 138 (MAY 15-16) CONCERTS AVEC PLUSIEURS INSTRUMENTS INCLUDED COLORFUL WIND CONCERTOS BY BACH, VIVALDI, TELEMANN, AND OTHERS. CONCERTOS FOR VARIOUS INSTRUMENTS IS THE RATHER UNASSUMING TITLE GIVEN BY BACH TO ONE OF HIS MOST BELOVED COLLECTIONS, THE BRANDENBURG CONCERTOS, WHICH EXPLORED VIBRANT AND NOVEL GROUPINGS OF INSTRUMENTS. WE CONCLUDED THE SEASON WITH THE COLORFUL SIDE OF BACH AND HIS CONTEMPORARIES, MIXING STRINGS WITH WINDS TOGETHER IN A KALEIDOSCOPE OF SOUND TO BRING THE DISTINCT AND DIVERSE TOGETHER IN CONCERT AND HARMONY. | Desc |
| Total Program Service Expenses | $109,958 | 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 | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | 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 | Yes (true) | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LIPPOLD | PersonNm |
| Phone | 2128746438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 HILLTOP DRIVE | AddressLine1Txt |
| City | CORTLANDT MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10567 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PETER LOMBARDO | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ZOLLA-PAZNER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARL DELO | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SIMON | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA DREXEL | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA WELCH | |||||||
| PRESIDENT | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH SCOZZAFAVA | |||||||
| TREASURER | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID MOYER | |||||||
| VICE PRESIDENT | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $6,250 | FundraisingAmt |
| All Other Contributions | $81,860 | AllOtherContributionsAmt |
| Total Contributions | $88,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYMPOSIUM TICKETS | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $1,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,250 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,121 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,121 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,151 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,875 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,875 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,250 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,987 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,013 | TotalRevenueColumnAmt |
| Exclusion | $10,013 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,246 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Management And General | $22,500 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,500 | TotalAmt |
| Program Services | $28,500 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,191 | TotalAmt |
| Program Services | $2,901 | ProgramServicesAmt |
| Management And General | $2,290 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113 | TotalAmt |
| Management And General | $1,113 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,852 | TotalAmt |
| Program Services | $45,298 | ProgramServicesAmt |
| Management And General | $554 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,624 | TotalAmt |
| Program Services | $2,474 | ProgramServicesAmt |
| Fundraising | $150 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741 | TotalAmt |
| Management And General | $741 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,200 | TotalAmt |
| Program Services | $13,200 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,008 | TotalAmt |
| Program Services | $1,976 | ProgramServicesAmt |
| Management And General | $1,032 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| BANK FEES | $605 | $4 | $601 | |
| FILING FEES | $125 | $125 | ||
| SYMPOSIUM COSTS | $15,609 | $15,609 | ||
| TELEPHONE | $537 | $537 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,855 | TotalAmt |
| Program Services | $109,958 | ProgramServicesAmt |
| Management And General | $31,146 | ManagementAndGeneralAmt |
| Fundraising | $751 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,079 | BOYAmt |
| EOY | $26,237 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004 | BOYAmt |
| EOY | $1,005 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,658 | BOYAmt |
| EOY | $240,031 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,741 | BOYAmt |
| EOY | $267,273 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,700 | BOYAmt |
| EOY | $8,850 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,028 | BOYAmt |
| EOY | $1,990 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,863 | BOYAmt |
| EOY | $10,840 | 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 | $321,178 | BOYAmt |
| EOY | $247,583 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,700 | BOYAmt |
| EOY | $8,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,878 | BOYAmt |
| EOY | $256,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,741 | BOYAmt |
| EOY | $267,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,486 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$52,095 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $136 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | false | 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 | $85,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,110 | CurrentTaxYearAmt |
| Total | $442,327 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,250 | CurrentTaxYearAmt |
| Total | $1,250 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $10,013 | CurrentTaxYearAmt |
| Total | $10,013 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,806 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,373 | CurrentTaxYearAmt |
| Total | $453,590 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,000 | CurrentTaxYearAmt |
| Total | $11,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,000 | CurrentTaxYearAmt |
| Total | $11,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $442,590 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,121 | CurrentTaxYearAmt |
| Total | $67,902 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,121 | CurrentTaxYearAmt |
| Total | $67,902 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,875 | CurrentTaxYearAmt |
| Total | $2,875 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,369 | CurrentTaxYearAmt |
| Total | $524,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88410 | PublicSupportPY509Pct |
| Investment Income CY | 0.13000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other income Part II line 10 or Part III line 12 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAD A GAIN ON THE SALE OF INVESTMENTS $2,875. | 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
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB INVESTMENT | Desc |
| Book Value | $240,031 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $240,031 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $1,990 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,990 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT EVEN | Event1Nm |
| Gross Receipts Event1 | $23,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,189 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $548 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $23,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,189 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $548 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,987 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,013 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | TWO MEMBERS OF THE BOARD ARE A MARRIED COUPLE |
| Form 990 governing body review Part VI line 11 | THE 990 IS REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING AND APPROVED FOR FILING. |
| Governing documents etc available to public Part VI line 19 | UPON WRITTEN REQUEST ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION DURING NORMAL BUSINESS HOURS. |
| List of other fees for services expenses Part IX line 11g | OTHER PROFESSIONAL FEES: $ 45,852 (TOTAL)PROGRAM: ($45,298)MUSICIAN FEES: $31,400VIDEOGRAPHERS: $1,061SYMPOSIUM STAFF: $6,186PHOTOGRAPHER: $1,600INSTRUMENT TUNER $1,300GRAPHIC DESIGNERS $3,050PAYROLL SERVICE $701GENERAL OPERATING: ($554)PAYROLL SERVICE $554 |
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