2025-05-12T06:48:55-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2023-07-01 300104608 HERMITAGE ARTIST RETREAT INC HERM 9414752098 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 9414752098 2025-02-18 1 1 BRIAN CARTER P00536712 9417474483 2025-02-18 2023 2025-03-06 01:10:19Z ANDY SANDBERG 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 2401257 0 X WWW.HERMITAGEARTISTRETREAT.ORG X 2002 FL TO INSPIRE AND FOSTER THE MOST INFLUENTIAL AND CULTURALLY CONSEQUENTIAL ART AND ARTISTS OF OUR TIME; TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY AND SERVE OUR COMMUNITY. 18 18 13 50 0 0 1706387 2028205 15510 14275 51154 152910 171736 -60369 1944787 2135021 0 0 0 0 902115 1100033 0 0 35963 812217 777525 1714332 1877558 230455 257463 3526696 3840183 74472 90273 3452224 3749910 TO INSPIRE AND FOSTER THE MOST INFLUENTIAL AND CULTURALLY CONSEQUENTIAL ART AND ARTISTS OF OUR TIME; TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY AND SERVE OUR COMMUNITY. 0 0 1355332 14695 ARTIST IN RESIDENCE PROGRAM: TO PROVIDE CREATIVE TIME AND INSPIRING SPACE FOR ARTISTS FROM AROUND THE WORLD TO COME AND CREATE, AND TO SHARE THEIR TALENTS WITH THE COMMUNITY. 1355332 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDY SANDBERG 9414752098 6630 MANASOTA KEY ROAD ENGLEWOOD FL 34223 CAROLE CROSBY PRESIDENT 2.00 X X 0 0 0 DAVID B GREEN VICE PRESIDENT 2.00 X X 0 0 0 STEVEN ADLER TREASURER 2.00 X X 0 0 0 SONDRA BILLER SECRETARY 2.00 X X 0 0 0 ELLEN BERMAN TRUSTEE 2.00 X 0 0 0 CHRISTINE BOONE TRUSTEE 2.00 X 0 0 0 TERRY BRACKETT TRUSTEE 2.00 X 0 0 0 MARYANN CASEY TRUSTEE 2.00 X 0 0 0 ROBYN CITRIN TRUSTEE 2.00 X 0 0 0 MARLETTA DARNALL TRUSTEE 2.00 X 0 0 0 LESLIE EDWARDS TRUSTEE 2.00 X 0 0 0 STEPHANIE JONES TRUSTEE 2.00 X 0 0 0 TINA SHAO NAPOLI TRUSTEE 2.00 X 0 0 0 CHARLOTTE PERRET TRUSTEE 2.00 X 0 0 0 LIZ RICHARDSON TRUSTEE 2.00 X 0 0 0 EDWARD SWAN JR TRUSTEE 2.00 X 0 0 0 MARY LOU WINNICK TRUSTEE 2.00 X 0 0 0 DOUG WRIGHT TRUSTEE 2.00 X 0 0 0 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 40.00 X 263369 0 13914 AMY WALLACE DEVELOPMENT DIRECTOR 40.00 X 112204 0 11463 375573 0 25377 2 0 1 0 0 146575 329739 1551891 26000 2028205 REGISTRATION FEES 713990 14275 14275 14275 141073 141073 11837 0 11837 11837 11837 205447 146575 266236 -60789 -60789 OTHER INCOME 713990 420 420 420 2135021 14695 0 92121 297901 220447 77454 660365 488671 171694 10839 8021 2818 67587 50013 17574 63341 46872 16469 12431 12431 44983 44983 50168 50168 51493 51493 54891 54891 125814 120611 5203 18225 18225 7199 7199 69762 67670 2092 12216 12216 ARTIST RESIDENCY 148759 148759 MISCELLANEOUS 77054 77054 PROGRAM ACTIVITIES 39527 39527 DEVELOPMENT 38222 2676 35546 26781 10770 15594 417 1877558 1355332 486263 35963 138904 30835 1508593 1734458 1932697 689439 1113256 1243258 765443 831132 500 500 3526696 3840183 74472 90273 74472 90273 X 3452224 3749910 3452224 3749910 3526696 3840183 257463 40223 0 X X 0 1 X 1 0 X 720136 1642887 1767677 1706387 2028205 7865292 375274 242684 279049 481474 219722 1598203 1095410 1885571 2046726 2187861 2247927 9463495 194250 200000 394250 0 194250 200000 394250 9069245 12251 40696 50843 51154 141073 296017 12251 40696 50843 51154 141073 296017 8283 817 1438 420 10958 1107661 1934550 2098386 2240453 2389420 9770470 0.92820 0.95440 0.03030 0.02020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1771802 585854 1185948 113718 74439 39279 47177 29146 18031 1243258 THE CULTURAL FUND (CFSC) 462273 F HERMITAGE LEGACY FUND (GCCF) 368859 F 831132 X 2471480 40223 30000 266236 336459 2135021 0 2135021 2173794 30000 266236 296236 1877558 0 1877558 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, THE ORGANIZATION INCURRED NO INCOME TAX EXPENSE. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES A 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 266,236. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 266,236. ARTFUL LOBSTER 203025 94875 108150 55743 GREENFIELD DINNER 140950 51700 89250 45462 74726 2 8047 8047 90305 352022 146575 205447 45462 220774 266236 -60789 0 0 0 0 0 0 0 0 0 ANDY SANDBERG ARTISTIC DIRECTOR/CEO 263369 0 0 0 0 0 6450 0 7464 0 277283 0 0 0 X 1 26000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 IS SENT TO THE ORGANIZATION, WHERE IT IS REVIEWED BY THE BOARD AND MANAGEMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS ARE THE SUBJECT OF BOARD DISCUSSION BEFORE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES COMPARABILITY DATA FROM TWO DIFFERENT SOURCES TO DETERMINE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.