PETERSEN AUTOMOTIVE MUSEUM FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PETERSEN AUTOMOTIVE MUSEUM FOUNDATION (EIN 95-4739699)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-12
- IRS object ID
- 202302859349301525
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T11:15:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954739699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3239302277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY KARGES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3239302277 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRY | PersonFirstNm |
| Person Last | KARGES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY KARGES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,061,280 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PETERSEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EXPLORE AND PRESENT THE HISTORY OF THE AUTOMOBILE AND ITS IMPACT ON GLOBAL LIFE AND CULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 219 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $409,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,924,238 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,035,597 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,357,530 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,573,456 | CYProgramServiceRevenueAmt |
| PY Investment Income | $750,334 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,753,330 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,698,153 | PYOtherRevenueAmt |
| CY Other Revenue | $5,693,063 | CYOtherRevenueAmt |
| PY Total Revenue | $7,730,255 | PYTotalRevenueAmt |
| CY Total Revenue | $27,055,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,161,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,482,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,758,332 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,162,903 | PYOtherExpensesAmt |
| CY Other Expenses | $14,492,783 | CYOtherExpensesAmt |
| PY Total Expenses | $5,324,266 | PYTotalExpensesAmt |
| CY Total Expenses | $23,999,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,405,989 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,055,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $222,687,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,784,582 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,640,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,786,415 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $167,047,010 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $160,998,167 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO EXPLORE AND PRESENT THE HISTORY OF THE AUTOMOBILE AND ITS IMPACT ON GLOBAL LIFE AND CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,198,434 | ExpenseAmt |
| Revenue | $4,909,621 | RevenueAmt |
| Desc | EXHIBITS PROGRAMS PRESENT THE MUSEUM AND ITS COLLECTION TO THE GENERAL PUBLIC. THIS INCLUDES THE DEVELOPMENT, PRODUCTION, AND IMPLEMENTATION OF PERMANENT AND ROTATING EXHIBITS, AS WELL AS THE DISSEMINATION OF MUSEUM CONTENT THROUGH ONLINE CHANNELS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,976,951 | ExpenseAmt |
| Revenue | $2,506,732 | RevenueAmt |
| Desc | COLLECTIONS AND CURATORIAL PROGRAMS PROVIDE FOR THE ACQUISITION AND PRESERVATION OF COLLECTION OBJECTS THAT ADVANCE THE MISSION OF THE MUSEUM. THESE PROGRAMS INCLUDE THE MAINTENANCE AND RESTORATION OF COLLECTION VEHICLES AND OTHER OBJECTS. THE MUSEUM ALSO ACQUIRES, PRESERVES, AND ARCHIVES TWO DIMENSIONAL OBJECTIONS (PRINTED MATTER, PHOTOGRAPHS, DIAGRAMS, ETC.), BOOKS AND FILMS RELATED TO THE AUTOMOTIVE WORLD. CURATORIAL STAFF CONDUCT RESEARCH AND PRODUCE WRITTEN CONTENT THAT INTERPRET THESE OBJECTS FOR THE PUBLIC AS WELL AS FOR SCHOLARS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,135,487 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Revenue | $201,319 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS INCLUDE MUSEUM ENDEAVORS TO EXPOSE AND TEACH CHILDREN AND ADULTS ABOUT THE AUTOMOBILE AND ITS IMPACT ON THE WORLD AND CULTURE. SIGNIFICANT PROGRAMS INCLUDE TOURS FOR SCHOOL CHILDREN IN SUPPORT OF THEIR CURRICULA, HANDS-ON TRAINING ON AUTOMOTIVE REPAIR AND CUSTOMIZATION FOR TEENS, DISPLAYING VEHICLES IN PUBLIC AUTOMOTIVE SHOWS, AS WELL AS PROVIDING SPEAKERS, FILMS, AND OTHER EXPERIENCES FOR ADULTS AND CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,310,872 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 219 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 5 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN YANEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3239646352 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| TERRY KARGES | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $338,846 | $0 | $36,200 | ||
| SANDRA LANDICHO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $238,496 | $0 | $4,993 | ||
| MICHAEL BODELL | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $208,037 | $0 | $14,896 | ||
| BRYAN STEVENS | ||||||||
| EXHIBITS DIRECTOR | 40.00 | 0.00 | $132,126 | $0 | $12,310 | Yes (X) | ||
| JOHN YANEZ | ||||||||
| CONTROLLER | 40.00 | 0.00 | $107,116 | $0 | $16,203 | Yes (X) | ||
| LINCOLN RAMIREZ | ||||||||
| COLLECTIONS DEVELOPMENT MANAGER | 40.00 | 0.00 | $106,953 | $0 | $7,977 | Yes (X) | ||
| LESLIE KENDALL | ||||||||
| CHIEF HISTORIAN | 40.00 | 0.00 | $104,978 | $0 | $17,705 | Yes (X) | ||
| DANA WILLIAMSON | ||||||||
| COLLECTIONS MANAGER | 40.00 | 0.00 | $101,273 | $0 | $14,335 | Yes (X) | ||
| RICHARD VARNER | ||||||||
| CHAIRMAN/DIRECTOR | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRUCE MEYER | ||||||||
| VICE-CHAIR/DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER MULLIN | ||||||||
| VICE-CHAIR/DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID SYDORICK | ||||||||
| VICE-CHAIR/DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM H AHMANSON | ||||||||
| TREASURER/DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD ROEDER | ||||||||
| SECRETARY/DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM CONNER II | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| VIN DI BONA | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JUAN GONZALEZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MCKEEL HAGERTY | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL HAMMER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR SABRINA KAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KENT KRESA | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK MITCHELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES NEARBURG | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| GREG PENSKE | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BOBBY RAHAL | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| WOLFGANG PORSCHE | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DUKE OF RICHMOND | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP SAROFIM | ||||||||
| DIRECTOR (LEFT 6/22) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,337,825 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,619 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| FREDDIE GEORGE PRODUCTION GROUP | |||||
| 15362 GRAHAM STREET | HUNTINGTON BEACH | CA | 92649 | EXHIBIT DESIGN & PRODUCTION | $610,758 |
| RAYZMAN EVENT GROUP | |||||
| 2029 CENTURY PARK EAST SUITE 1500 | LOS ANGELES | CA | 90067 | EVENT PRODUCTION | $582,449 |
| ARENT FOX SCHIFF | |||||
| POS BOX 7247 | PHILADELPHIA | PA | 19170 | LEGAL SERVICES | $517,828 |
| SMART CLEANING COMPANY | |||||
| PO BOX 967 | LYNWOOD | CA | 90262 | JANITORIAL SERVICES | $418,252 |
| THE SCENIC ROUTE | |||||
| 13516 DESMOND STREET | PACOIMA | CA | 91331 | EXHIBIT DESIGN & PRODUCTION | $299,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,121,748 | MembershipDuesAmt |
| Fundraising | $651,409 | FundraisingAmt |
| Government Grants | $1,896,048 | GovernmentGrantsAmt |
| All Other Contributions | $9,366,392 | AllOtherContributionsAmt |
| Noncash Contributions | $2,951,463 | NoncashContributionsAmt |
| Total Contributions | $13,035,597 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM ADMISSION FEES | 900099 | $6,027,775 | $6,027,775 |
| MEMBERSHIP EVENTS | 900099 | $545,681 | $545,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,573,456 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,304,946 | TotalRevenueColumnAmt |
| Exclusion | $1,304,946 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,401,003 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,401,003 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,401,003 | TotalRevenueColumnAmt |
| Exclusion | $2,401,003 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,011,767 | SecuritiesAmt |
| Other | $877,849 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,014,240 | SecuritiesAmt |
| Other | $426,992 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,473 | SecuritiesAmt |
| Other | $450,857 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $448,384 | TotalRevenueColumnAmt |
| Exclusion | $448,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,184,270 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $651,409 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,445,779 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$261,509 | TotalRevenueColumnAmt |
| Exclusion | -$261,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,163,039 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,118,823 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,044,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,044,216 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING FEES | 812930 | $2,428,383 | $409,740 | $2,018,643 |
| OTHER INCOME | 900099 | $80,970 | $80,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,509,353 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,055,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,617,672 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $409,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,992,437 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,468 | TotalAmt |
| Program Services | $694,282 | ProgramServicesAmt |
| Management And General | $94,238 | ManagementAndGeneralAmt |
| Fundraising | $52,948 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,112,953 | TotalAmt |
| Program Services | $5,868,786 | ProgramServicesAmt |
| Management And General | $796,594 | ManagementAndGeneralAmt |
| Fundraising | $447,573 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,986 | TotalAmt |
| Program Services | $166,655 | ProgramServicesAmt |
| Management And General | $22,621 | ManagementAndGeneralAmt |
| Fundraising | $12,710 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,164 | TotalAmt |
| Program Services | $612,348 | ProgramServicesAmt |
| Management And General | $83,116 | ManagementAndGeneralAmt |
| Fundraising | $46,700 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,593 | TotalAmt |
| Program Services | $481,513 | ProgramServicesAmt |
| Management And General | $65,358 | ManagementAndGeneralAmt |
| Fundraising | $36,722 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,836 | TotalAmt |
| Program Services | $157,127 | ProgramServicesAmt |
| Management And General | $390,655 | ManagementAndGeneralAmt |
| Fundraising | $52,054 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,352 | TotalAmt |
| Management And General | $127,352 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,231 | TotalAmt |
| Management And General | $174,231 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,603 | TotalAmt |
| Program Services | $184,590 | ProgramServicesAmt |
| Management And General | $158,680 | ManagementAndGeneralAmt |
| Fundraising | $46,333 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,189 | TotalAmt |
| Program Services | $487,087 | ProgramServicesAmt |
| Management And General | $12,854 | ManagementAndGeneralAmt |
| Fundraising | $66,248 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,597 | TotalAmt |
| Program Services | $536,212 | ProgramServicesAmt |
| Management And General | $111,475 | ManagementAndGeneralAmt |
| Fundraising | $78,910 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,011 | TotalAmt |
| Program Services | $25,093 | ProgramServicesAmt |
| Management And General | $26,734 | ManagementAndGeneralAmt |
| Fundraising | $19,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577,047 | TotalAmt |
| Program Services | $1,143,936 | ProgramServicesAmt |
| Management And General | $427,736 | ManagementAndGeneralAmt |
| Fundraising | $5,375 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,031 | TotalAmt |
| Program Services | $82,805 | ProgramServicesAmt |
| Management And General | $55,168 | ManagementAndGeneralAmt |
| Fundraising | $57,058 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,527 | TotalAmt |
| Program Services | $1,290,416 | ProgramServicesAmt |
| Management And General | $30,985 | ManagementAndGeneralAmt |
| Fundraising | $65,126 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,650,768 | TotalAmt |
| Program Services | $4,511,245 | ProgramServicesAmt |
| Management And General | $116,269 | ManagementAndGeneralAmt |
| Fundraising | $23,254 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,004 | TotalAmt |
| Program Services | $634,326 | ProgramServicesAmt |
| Management And General | $8,916 | ManagementAndGeneralAmt |
| Fundraising | $1,762 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBIT COST | $1,234,318 | $1,206,370 | $24,560 | $3,388 |
| COLLECTION CARE | $790,624 | $766,870 | $6,656 | $17,098 |
| IN-KIND GOODS | $497,500 | $2,500 | $0 | $495,000 |
| CATERING | $424,233 | $232,698 | $59,066 | $132,469 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,912 | TotalAmt |
| Program Services | $201,013 | ProgramServicesAmt |
| Management And General | $137,479 | ManagementAndGeneralAmt |
| Fundraising | $98,420 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,999,947 | TotalAmt |
| Program Services | $19,310,872 | ProgramServicesAmt |
| Management And General | $2,930,743 | ManagementAndGeneralAmt |
| Fundraising | $1,758,332 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,989,627 | BOYAmt |
| EOY | $6,917,577 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,972,374 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,391,121 | BOYAmt |
| EOY | $14,419,296 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,568 | BOYAmt |
| EOY | $31,703 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,010 | BOYAmt |
| EOY | $548,223 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,844 | BOYAmt |
| EOY | $309,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $169,586,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,906,464 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,192,926 | BOYAmt |
| EOY | $125,679,827 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,146,511 | BOYAmt |
| EOY | $45,970,059 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,352,046 | BOYAmt |
| EOY | $18,936,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,687,653 | BOYAmt |
| EOY | $215,784,582 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,113,207 | BOYAmt |
| EOY | $1,543,901 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,271 | BOYAmt |
| EOY | $318,845 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,223,165 | BOYAmt |
| EOY | $52,923,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,640,643 | BOYAmt |
| EOY | $54,786,415 | 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 | $148,412,368 | BOYAmt |
| EOY | $140,894,578 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,634,642 | BOYAmt |
| EOY | $20,103,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,047,010 | BOYAmt |
| EOY | $160,998,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,687,653 | BOYAmt |
| EOY | $215,784,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,055,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,104,342 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $14,564,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,506,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,237,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,924,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,035,597 | CurrentTaxYearAmt |
| Total | $49,268,119 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,564,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,506,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,237,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,924,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,035,597 | CurrentTaxYearAmt |
| Total | $49,268,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,939,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,328,686 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,891,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,207,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,295,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,260,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,705,949 | CurrentTaxYearAmt |
| Total | $11,361,103 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $119,409 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,271,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,260,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,097,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $883,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,509,353 | CurrentTaxYearAmt |
| Total | $7,022,745 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,771,376 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,079,626 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $2,424,000 | RevenuesIncludedAmt |
| Assets Included | $16,999,054 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,359,241 | BeginningYearBalanceAmt |
| Contributions | $586,740 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,900,221 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,022,778 | OtherExpendituresAmt |
| End Year Balance | $42,022,982 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,528,188 | BeginningYearBalanceAmt |
| Contributions | $65,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,238,214 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $472,161 | OtherExpendituresAmt |
| End Year Balance | $49,359,241 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,221,580 | BeginningYearBalanceAmt |
| Contributions | $997,343 | ContributionsAmt |
| Investment Earnings Or Losses | $7,766,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,457,128 | OtherExpendituresAmt |
| End Year Balance | $47,528,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,653,651 | BeginningYearBalanceAmt |
| Contributions | $325,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,556,222 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,313,293 | OtherExpendituresAmt |
| End Year Balance | $41,221,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,478,265 | BeginningYearBalanceAmt |
| Contributions | $1,325,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,060,507 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,210,121 | OtherExpendituresAmt |
| End Year Balance | $39,653,651 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $49,650,000 | OtherCostOrOtherBasisAmt |
| Book Value | $49,650,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,905,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,752,247 | DepreciationAmt |
| Book Value | $72,153,157 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,030,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,154,217 | DepreciationAmt |
| Book Value | $3,876,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $125,679,827 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| VEHICLES & OBJECTS AVAILABLE FOR EXHIBIT | $16,999,054 |
| EMPLOYEE RETENTION CREDIT RECEIVABLE | $1,871,048 |
| DEPOSITS | $66,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,936,204 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,092,846 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,104,342 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $315,973 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$8,788,369 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,881,215 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $174,231 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $174,231 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,055,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,141,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $315,973 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $315,973 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,825,716 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $174,231 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $174,231 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,999,947 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, PERMANENT COLLECTION ITEMS PURCHASED BY OR DONATED TO THE FOUNDATION ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE FOUNDATION'S COLLECTION IS MADE UP OF VEHICLES, MOTORCYCLES AND OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER EDUCATIONAL PROGRAM ACTIVITIES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASED COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. DEACCESSION PROCEEDS ARE REQUIRED BY FOUNDATION POLICY TO BE APPLIED TO THE ACQUISITION OF OTHER ITEMS FOR THE PERMANENT COLLECTION. THE FOUNDATION ALSO HAS ACCESS TO THE USE OF VEHICLES AND OBJECTS THAT ARE LOANED FROM VARIOUS INDIVIDUALS AND INSTITUTIONS FOR EXHIBIT PURPOSES. |
| PART III, LINE 4: | THE COLLECTION IS MADE UP OF RARE AND COLLECTIBLE VEHICLES FOR THE EDUCATION OF THE GENERAL PUBLIC ABOUT TO THE CULTURAL, SOCIAL, TECHNOLOGICAL AND ENVIRONMENTAL DEVELOPMENT AND EFFECTS OF THE AUTOMOBILE. |
| PART V, LINE 4: | THE INTENTION OF THE ENDOWMENT IS THAT THE PRINCIPAL BE PRESERVED, AND INFLATION PROTECTED, TO PROVIDE FOR A CONTINUOUS FLOW OF ANNUAL DISTRIBUTIONS TO SUPPORT THE OPERATIONS OF THE FOUNDATION. |
| PART X, LINE 2: | PAM RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2022, PAM PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | VEHICLE SHIPPING, RETAIL | $266,924 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | VEHICLE SHIPPING | $3,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $270,314 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $270,314 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $1,535,766 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $594,766 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $941,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $152,697 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $57,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $891,733 | OtherDirectExpensesEvent1Amt |
| Event2 | PEBBLE BEACH FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $258,281 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,011 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $243,270 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $59,471 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $236,212 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,632 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $41,632 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $14,176 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,690 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,835,679 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $651,409 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,184,270 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $226,344 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $59,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,159,635 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,445,779 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$261,509 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BUSINESS INCUBATOR | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $25,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOLE GRANTEE WILL PROVIDE FINANCIAL REPORTS AND PROGRAM REPORTS TO SUBSTANTIATE THE IMPACT OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRY KARGES | ||||||||||||||
| EXECUTIVE DIRECTOR | $335,311 | $0 | $0 | $0 | $3,535 | $0 | $10,675 | $0 | $25,525 | $0 | $375,046 | $0 | $0 | $0 |
| SANDRA LANDICHO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $179,870 | $0 | $50,500 | $0 | $8,126 | $0 | $3,605 | $0 | $1,388 | $0 | $243,489 | $0 | $0 | $0 |
| MICHAEL BODELL | ||||||||||||||
| CHIEF OPERATING OFFICER | $207,537 | $0 | $500 | $0 | $0 | $0 | $3,762 | $0 | $11,134 | $0 | $222,933 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR'S BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS AND COMMUNICATED TO THE CFO TO IMPLEMENT BY THE BOARD CHAIRMAN. SOME BONUSES FOR OTHER STAFF MEMBERS ARE PART OF A PRE-STRUCTURED COMPENSATION PACKAGE. DEPENDENT ON WHETHER THEY ACHIEVE CERTAIN GOALS, AND APPROVED BY THE EXECUTIVE DIRCTOR. OTHERS ARE APPROVED AT THE DISCRETION OF THE EXECUTIVE DIRECTOR FOR PARTICULAR MERIT OR REASON. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2020-06-30 | BondIssuedDt |
| Issue Price | $55,906,000 | IssuePriceAmt |
| Purpose | BUILDING RENOVATION | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $55,906,000 | TotalProceedsAmt |
| Other Spent Proceeds | $55,906,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00030 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00030 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,424,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $337,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 6 | $147,500 | FMV |
| Yes (X) | EQUIPMENT | 2 | $42,715 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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, COLUMN (B): | NONCASH CONTRIBUTIONS ARE LISTED BY NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | SOME NON-ACCESSIONED VEHICLES ARE SOLD THROUGH THIRD PARTY PUBLIC AUCTION COMPANIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TERRY KARGES, EXEC. DIRECTOR, AND RICHARD VARNER, BOARD CHAIRMAN, HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS FIRST REVIEWED BY THE CFO. IT IS THEN DISTRIBUTED AND REVIEWED BY ALL THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT NOTIFYING OF ANY CHANGES. THESE ARE MONITORED BY THE BOARD CHAIRMAN. TRANSACTIONS POTENTIALLY INVOLVING CONFLICTS ARE DISCLOSED TO BOARD AND INTERESTED PARTY IS RECUSED FROM PARTICIPATION IN THAT DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL OFFICERS IS DETERMINED BY THE BOARD BASED ON MARKET RATES, INDIVIDUAL PAY HISTORY, AND IT IS ALSO COMPARED TO OTHER ORGANIZATIONS OF SIMILAR EMPLOYEE SIZE AND/OR BUDGET SIZE. THIS IS REVIEWED ANNUALLY BY THE BOARD INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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