STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC (EIN 13-3118415)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-14
- IRS object ID
- 202230459349301333
- Schema version
- 2020v4.2
- 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 | 2022-02-14T16:13:28-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133118415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATUE OF LIBERTY ELLIS ISLAND | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 2125614500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BATTERY PLACE NO 232 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA BARRETO | PersonNm |
| Person Title | CONTROLLER & SECRETARY | PersonTitleTxt |
| Phone | 2125614500 | PhoneNum |
| Signature | 2022-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | BARRETO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESSE BRACKENBURY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BATTERY PLACE NO 232 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,210,080 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STATUEOFLIBERTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $26,747 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,497 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,002,186 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,477,853 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,104,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $793,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,744 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,281,190 | CYInvestmentIncomeAmt |
| PY Other Revenue | $438,451 | PYOtherRevenueAmt |
| CY Other Revenue | $256,567 | CYOtherRevenueAmt |
| PY Total Revenue | $20,624,198 | PYTotalRevenueAmt |
| CY Total Revenue | $8,809,212 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,445,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,588,199 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,400 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $103,350 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,132,421 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,487,869 | PYOtherExpensesAmt |
| CY Other Expenses | $4,229,783 | CYOtherExpensesAmt |
| PY Total Expenses | $21,025,274 | PYTotalExpensesAmt |
| CY Total Expenses | $6,921,332 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$401,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,887,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,925,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,211,443 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,074,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,683,754 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,850,278 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,527,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION IS A NON-PROFIT THAT COLLABORATES WITH THE NATIONAL PARK SERVICE IN ONE OF AMERICA'S MOST SUCCESSFUL PUBLIC-PRIVATE PARTNERSHIPS. IN 1982, PRESIDENT RONALD REAGAN ASKED LEE IACOCCA TO RAISE PRIVATE FUNDS FOR THE HISTORIC RESTORATION OF THE STATUE OF LIBERTY AND ELLIS ISLAND. THE FOUNDATION HAS ALSO CREATED THE ELLIS ISLAND NATIONAL MUSEUM OF IMMIGRATION, DEVELOPED THE FREE 65-MILLION-RECORD ELLIS ISLAND PASSENGER DATABASE, CONSTRUCTED THE STATUE OF LIBERTY MUSEUM, MAINTAINED MUSEUM EXHIBITS, AND FUNDED OVER 200 ADDITIONAL PROJECTS ON THE ISLANDS. THE FOUNDATION'S MISSION IS:TO RESTORE AND PRESERVE THE STATUE OF LIBERTY NATIONAL MONUMENT, WHICH INCLUDES ELLIS ISLAND; CUSTODY AND CONTROL OF RECORDS AND OTHER ARTIFACTS OF HISTORIC INTEREST RELATED TO THE STATUE OF LIBERTY AND THE MILLIONS OF IMMIGRANTS WHO ENTERED THE UNITED STATES THROUGH THE PORT OF NEW YORK AND ELLIS ISLAND AS WELL AS ALL IMMIGRATION TO THE UNITED (SEE CONTINUATION) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,204,566 | ExpenseAmt |
| Desc | ELLIS ISLAND MUSEUM PROJECT: THE ORIGINAL EXHIBITRY AT THE NATIONAL MUSEUM OF IMMIGRATION IS MORE THAN 30 YEARS OLD. THE FOUNDATION IS WORKING WITH MUSEUM DESIGN FIRM RALPH APPLEBAUM AND ASSOCIATES TO REIMAGINE THE ENTIRE MUSEUM FOR THE 21ST CENTURY. WORKING WITH THE NATIONAL PARK SERVICES, THE FOUNDATION LOOKS TO MAINTAIN THE MUSEUM'S EXCEPTIONAL STORYTELLING, WHILE DEEPENING THE EXPERIENCE FOR THE CONTEMPORARY VISITOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $879,286 | ExpenseAmt |
| Revenue | $239,124 | RevenueAmt |
| Desc | STATUE OF LIBERTY MUSEUM PROJECT: THE FOUNDATION DESIGNED AND BUILT A NEW LEED-CERTIFIED, FREESTANDING MUSEUM ON LIBERTY ISLAND. BEFORE THE OPENING OF THE MUSEUM, LESS THAN 20% OF LIBERTY ISLAND VISITORS COULD EXPERIENCE THE EXHIBITS THAT WERE LOCATED IN THE PEDESTAL DUE TO RESTRICTED ACCESS. UPON COMPLETION OF THE MUSEUM, ALL VISITORS CAN ENJOY THE MUSEUM, WITHOUT THE NEED FOR ADDITIONAL ADVANCED RESERVATIONS OR TICKETS. THIS BEAUTIFUL NEW DESTINATION ON LIBERTY ISLAND HAS GIVEN ALL VISITORS A MORE MEANINGFUL EXPERIENCE AND DEEPER UNDERSTANDING OF LADY LIBERTY'S HISTORY AND WHAT SHE STANDS FOR. THE CONSTRUCTION OF THE MUSEUM BEGAN IN 2016, AND IT OPENED ON MAY 16, 2019. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,601 | ExpenseAmt |
| Revenue | $785,390 | RevenueAmt |
| Desc | AUDIO TOUR: UNDER AN AGREEMENT WITH THE NATIONAL PARK SERVICE, THE FOUNDATION IS AUTHORIZED TO OPERATE A SELF-GUIDED AUDIO TOUR PROGRAM, FOR THE STATUE OF LIBERTY AND ELLIS ISLAND, AVAILABLE IN 12 LANGUAGES, AS WELL AS ASL TOUR AND AN AUDIO DESCRIPTOR TOUR. REVENUES GENERATED BY THESE TOURS ARE AVAILABLE FOR PROJECTS JOINTLY AGREED TO BY THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION AND THE NATIONAL PARK SERVICE. IN FISCAL YEAR 2021 APPROXIMATELY 241,717 VISITORS WERE PROVIDED AUDIO TOURS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $232,454 | $12,763 | THE AMERICAN FAMILY IMMIGRATION HISTORY CENTER (AFIHC) AT ELLIS ISLAND WELCOMES TENS OF THOUSANDS OF VISITORS ANNUALLY. WITH ASSISTANCE FROM FOUNDATION STAFF, VISITORS CAN SEARCH AN ELECTRONIC DATABASE THAT PROVIDES ACCESS TO INFORMATION FROM THE PASSENGER MANIFESTS ON THE NEARLY 65 MILLION IMMIGRANTS, PASSENGERS AND CREW MEMBERS THAT ENTERED THE UNITED STATES THROUGH THE PORT OF NEW YORK/ELLIS ISLAND BETWEEN 1892-1957. THE DATABASE IS ALSO AVAILABLE AT WWW.STATUEOFLIBERTY.ORG WHICH, RECEIVED 18 MILLION PAGE VIEWS AND 1.9 MILLION UNIQUE VISITORS IN FISCAL YEAR 2021. REVENUES ARE GENERATED BY RESERVATION FEES FOR TERMINALS AT THE ELLIS ISLAND CENTER, AS WELL AS SALES FROM HISTORICAL DOCUMENTS, SHIP IMAGES, AND OTHER MISSION-RELATED PRODUCTS ON THE WEB AND AT THE CENTER. |
| $206,277 | PUBLIC AWARENESS AND EDUCATION: THE FOUNDATION SEEKS TO INFORM EXTERNAL AUDIENCES ABOUT THE STATUE OF LIBERTY, ELLIS ISLAND, AND THE FOUNDATION'S MISSION AND INITIATIVES. WITH PANDEMIC-INDUCED ISLAND CLOSURES AND DEPRESSED VISITATION, COMMUNICATIONS WERE CRITICALLY IMPORTANT. TO CONTINUE ENGAGING WITH THE PUBLIC AND STAKEHOLDERS, THE FOUNDATION CREATED AND CURATED REMOTE LEARNING EXPERIENCES THAT WERE AVAILABLE TO ALL. AMONG THEM: VIRTUAL TOURS; RESEARCH TIPS FOR USING THE ELLIS ISLAND PASSENGER SEARCH DATABASE; VIDEOS VIGNETTES EXPLORING THE ELLIS ISLAND IMMIGRANT EXPERIENCE; A LADY LIBERTY ART PROJECT; AND LINKS TO RECOMMENDED WEBINARS, ACTIVITIES, CRAFTS, AND EDUCATIONAL MATERIALS. THE FOUNDATION DEVELOPED ITS DEDICATED PASSENGER SEARCH SERVICE, WHICH TEAMS A DONOR WITH ONE OF OUR RESEARCH EXPERTS TO HELP WITH FINDING THEIR FAMILY CONNECTIONS TO ELLIS ISLAND AND THE PORT OF NY. THE FOUNDATION ALSO INCREASED SOCIAL MEDIA ENGAGEMENT AND FOLLOWERS, WHICH NOW INCLUDES MORE THAN 120,000 ACROSS FACEBOOK, TWITTER, AND INSTAGRAM. | |
| $147,259 | MAINTENANCE OF THE PEOPLING OF AMERICA EXHIBITS: THE PEOPLING OF AMERICA EXHIBITS IN THE ELLIS ISLAND IMMIGRATION MUSEUM THAT TELL STORIES OF THOSE WHO ARRIVED TO AMERICA BEFORE THE ELLIS ISLAND ERA AND THOSE WHO CAME POST ELLIS (1954 TO THE PRESENT). 20,000 SQUARE FEET ACROSS SEVERAL GALLERIES ON THE FIRST FLOOR OF THE MUSEUM INCLUDES INTERACTIVE EXHIBITS, A/V, AND TOUCHSCREENS. TO SUPPORT THE NATIONAL PARK SERVICE, FOUNDATION STAFF CARE FOR THE ONGOING MAINTENANCE OF TECHNOLOGY-RELATED EXHIBITS. | |
| $104,552 | MAINTENANCE OF THE STATUE OF LIBERTY MUSEUM EXHIBITS: SINCE THE OPENING OF THE MUSEUM IN SPRING 2019, FOUNDATION STAFF CARE FOR THE ONGOING MAINTENANCE OF TECHNOLOGY-RELATED EXHIBITS. EXHIBITS CARED FOR BY FOUNDATION STAFF, IN PARTNERSHIP WITH THE NATIONAL PARKS SERVICE, INCLUDE THE IMMERSIVE THEATER WITH THREE ENORMOUS SCREENS, THE POPULAR INTERACTIVE BECOMING LIBERTY EXHIBIT, AND THE LIBERTY STAR VIDEO TERMINALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $690,542 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $12,763 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,128,995 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA BARRETO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125614500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BATTERY PLACE NO 232 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEPHEN BRIGANTIDIRPRESCEO | ||||||||
| SEE SCH J, PART III FOR SUPPL INFO | 40.00 | Yes (X) | Yes (X) | $1,036,429 | $0 | $34,497 | ||
| JOSEPH DODDRIDGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL DONOVAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILIO ESTEFAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MASSIMO FERRAGAMO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TINA SANTI FLAHERTY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER FORBES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY LOUIS GATES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN JURGENSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE KELLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMMY LASORDA | ||||||||
| DIRECTOR (DECEASED 1/7/2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER LEHRER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSIE NATORI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL O'BANNON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH SIMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY SWEENEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW TISCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL VERKUIL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE VON FURSTENBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL WEAVER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT BELLAS | ||||||||
| DIRECTOR (CHAIRMAN UNTIL 1/29/21) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GURAL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LUIS UBINAS | ||||||||
| CHAIRMAN (FROM 1/29/21) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS TOLENTINO | ||||||||
| SENIOR VP & COO | 40.00 | Yes (X) | $216,540 | $0 | $19,546 | |||
| JESSICA BARRETO | ||||||||
| CONTROLLER & SECRETARY | 40.00 | Yes (X) | $179,949 | $0 | $33,040 | |||
| RICHARD P FLOOD | ||||||||
| VP & CHIEF ADVANCEMENT OFFICER | 40.00 | $195,668 | $0 | $14,931 | Yes (X) | |||
| SUZANNE MANNION | ||||||||
| DIRECTOR OF PUBLIC AFFAIRS | 40.00 | $138,243 | $0 | $10,850 | Yes (X) | |||
| DIANE TOLAND | ||||||||
| PROJECT DIRECTOR | 40.00 | $102,617 | $0 | $36,920 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,869,446 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| PHELPS CONSTRUCTION | |||||
| 315 WOOTTON STREET | BOONTON | NJ | 07005 | CONSTRUCTION SERVICES | $664,520 |
| RALPH APPLEBAUM | |||||
| 88 PINE STREET | NEW YORK | NY | 10005 | MUSEUM DESIGN SERVICES | $490,951 |
| ONE SOURCE PRODUCTION | |||||
| 38590 BETTIS DRIVE | HAMILTON | VA | 20158 | FULFILLMENT SERVICES | $340,023 |
| INCLUSIVE DIGITAL LLC | |||||
| 215 WEST 90TH ST 7B | NEW YORK | NY | 10024 | WEB DEVELOPMENT & INTEGRATION | $251,448 |
| MKDM | |||||
| 612 EAST JEFFERSON ST 2ND FLOOR | CHARLOTTESVILLE | VA | 22902 | DIRECT RESPONSE CONSULTING | $214,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $448,800 | GovernmentGrantsAmt |
| All Other Contributions | $3,029,053 | AllOtherContributionsAmt |
| Noncash Contributions | $5,320 | NoncashContributionsAmt |
| Total Contributions | $3,477,853 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AUDIO TOURS | 713990 | $785,390 | $785,390 |
| HISTORY CENTER ADMISSION | 713990 | $8,212 | $8,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $793,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $521,300 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | $494,553 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,080,982 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,321,092 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,759,890 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,759,890 | TotalRevenueColumnAmt |
| Exclusion | $3,759,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $323,451 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $79,776 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $243,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $243,675 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBIT - FEDERAL & STATE REFUND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,892 | TotalRevenueColumnAmt |
| Exclusion | $12,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,892 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,809,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,037,277 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,747 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,267,335 | 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 | $1,433,911 | TotalAmt |
| Program Services | $416,574 | ProgramServicesAmt |
| Management And General | $825,675 | ManagementAndGeneralAmt |
| Fundraising | $191,662 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,913 | TotalAmt |
| Program Services | $191,676 | ProgramServicesAmt |
| Management And General | $425,790 | ManagementAndGeneralAmt |
| Fundraising | $199,447 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,454 | TotalAmt |
| Program Services | $14,685 | ProgramServicesAmt |
| Management And General | $22,066 | ManagementAndGeneralAmt |
| Fundraising | $8,703 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,084 | TotalAmt |
| Program Services | $56,071 | ProgramServicesAmt |
| Management And General | $85,171 | ManagementAndGeneralAmt |
| Fundraising | $19,842 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,837 | TotalAmt |
| Program Services | $38,726 | ProgramServicesAmt |
| Management And General | $69,760 | ManagementAndGeneralAmt |
| Fundraising | $22,351 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,238 | TotalAmt |
| Management And General | $28,238 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,802 | TotalAmt |
| Management And General | $63,802 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,350 | TotalAmt |
| Fundraising | $103,350 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Management And General | $85,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279,276 | TotalAmt |
| Program Services | $2,097,208 | ProgramServicesAmt |
| Management And General | $99,190 | ManagementAndGeneralAmt |
| Fundraising | $82,878 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Fundraising | $1,037 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,472 | TotalAmt |
| Program Services | $25,272 | ProgramServicesAmt |
| Management And General | $105,703 | ManagementAndGeneralAmt |
| Fundraising | $7,497 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,340 | TotalAmt |
| Program Services | $62,233 | ProgramServicesAmt |
| Management And General | $368,857 | ManagementAndGeneralAmt |
| Fundraising | $42,250 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,289 | TotalAmt |
| Program Services | $64,315 | ProgramServicesAmt |
| Management And General | $115,739 | ManagementAndGeneralAmt |
| Fundraising | $42,235 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,918 | TotalAmt |
| Management And General | $1,863 | ManagementAndGeneralAmt |
| Fundraising | $55 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,639 | TotalAmt |
| Management And General | $1,639 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46 | TotalAmt |
| Management And General | $46 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,552 | TotalAmt |
| Program Services | $161,935 | ProgramServicesAmt |
| Management And General | $251,750 | ManagementAndGeneralAmt |
| Fundraising | $91,867 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,377 | TotalAmt |
| Management And General | $108,377 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT MAIL | $216,093 | $216,093 | |
| POSTAGE, DELIVERY & SHI | $103,154 | $103,154 | |
| LOSS ON DISPOSAL | $1,250 | $1,250 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,921,332 | TotalAmt |
| Program Services | $3,128,995 | ProgramServicesAmt |
| Management And General | $2,659,916 | ManagementAndGeneralAmt |
| Fundraising | $1,132,421 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898,473 | BOYAmt |
| EOY | $3,710,094 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,101,671 | BOYAmt |
| EOY | $2,152,016 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,609 | BOYAmt |
| EOY | $106,554 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,950 | BOYAmt |
| EOY | $66,668 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,773 | BOYAmt |
| EOY | $409,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,529,241 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,687,895 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,252 | BOYAmt |
| EOY | $841,346 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,284,134 | BOYAmt |
| EOY | $44,354,094 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,879,151 | BOYAmt |
| EOY | $17,535,232 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,988 | BOYAmt |
| EOY | $35,988 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,925,001 | BOYAmt |
| EOY | $69,211,443 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,723 | BOYAmt |
| EOY | $2,236,254 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $447,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,723 | BOYAmt |
| EOY | $2,683,754 | 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 | $45,100,668 | BOYAmt |
| EOY | $57,392,182 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,749,610 | BOYAmt |
| EOY | $9,135,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,850,278 | BOYAmt |
| EOY | $66,527,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,925,001 | BOYAmt |
| EOY | $69,211,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,887,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,789,531 | 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 | $33,905,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,792,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,689,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,002,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,477,853 | CurrentTaxYearAmt |
| Total | $76,868,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,905,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,792,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,689,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,002,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,477,853 | CurrentTaxYearAmt |
| Total | $76,868,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,162,247 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,705,967 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,099,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,417,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,318,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $521,300 | CurrentTaxYearAmt |
| Total | $4,427,364 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,747 | CurrentTaxYearAmt |
| Total | $97,476 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,892 | CurrentTaxYearAmt |
| Total | $29,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,422,974 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,011,171 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME UBIT - FEDERAL STATE REFUND | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,357,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,578,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $85,000 | AdministrativeExpensesAmt |
| End Year Balance | $44,851,959 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,653,322 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,206,054 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $89,279 | AdministrativeExpensesAmt |
| End Year Balance | $33,357,989 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,049,906 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$462,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,852,826 | OtherExpendituresAmt |
| Administrative Expenses | $81,490 | AdministrativeExpensesAmt |
| End Year Balance | $38,653,322 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,929,003 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,104,468 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,900,000 | OtherExpendituresAmt |
| Administrative Expenses | $83,565 | AdministrativeExpensesAmt |
| End Year Balance | $41,049,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,386,479 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,538,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,910,257 | OtherExpendituresAmt |
| Administrative Expenses | $85,249 | AdministrativeExpensesAmt |
| End Year Balance | $38,929,003 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,474,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,415,746 | DepreciationAmt |
| Book Value | $58,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,847,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,690,377 | DepreciationAmt |
| Book Value | $156,956 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,207,598 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,581,772 | DepreciationAmt |
| Book Value | $625,826 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $841,346 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $17,535,232 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,535,232 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN | Desc |
| Amt | $447,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $447,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,580,627 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,789,531 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,789,531 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,791,096 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $85,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$66,884 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,116 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,809,212 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,903,216 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $66,884 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $66,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,836,332 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $85,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $85,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,921,332 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS BOARD DESIGNATED FUNDS. THESE FUNDS INCLUDE BOTH (I) MONIES SOLICITED AND COLLECTED OVER THE LIFE OF THE FOUNDATION (DATING BACK TO ITS FOUNDING), REFLECTING THE EFFORTS OF THE FOUNDATION TO SUPPORT THE RESTORATION AND PRESERVATION OF THE STATUTE OF LIBERTY NATIONAL MONUMENT, INCLUDING THE REHABILITATION AND PRESERVATION TASKS ON ELLIS ISLAND, AND (II) MONIES RAISED FOR THE PEOPLING OF AMERICA PROGRAM. THE INVESTED FUNDS' PRIMARY OBJECTIVE IS TO PROVIDE AN ANNUAL EARNINGS CASH FLOW TO ASSIST IN COVERING THE COSTS OF ITEMS RELATED TO IMPROVING OR MAINTAINING THE VISITORS' EXPERIENCE AT LIBERTY AND ELLIS ISLANDS. |
| PART X, LINE 2: | INCOME TAXES: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION, AND IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT), IF APPLICABLE. FOR THE YEARS ENDED MARCH 31, 2021 AND 2020, UBIT EXPENSES WERE APPROXIMATELY $5,000 AND $1,300, RESPECTIVELY. MANAGEMENT EVALUATED THE TAX POSITIONS FOR THE FOUNDATION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -79,776. UBIT - FEDERAL & STATE REFUND 12,892. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 79,776. UBIT - FEDERAL & STATE REFUND -12,892. |
| PART XI, LINE 4B AND PART XII, LINE 2D | COST OF GOODS SOLD RELATED TO THE FOUNDATION'S MISSION ARE REPORTED AS PROGRAM EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. UBIT - FEDERAL & STATE REFUND IS REPORTED AS PROGRAM EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,090,484 | RegionTotalExpendituresAmt |
| 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 | $8,090,484 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,090,484 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MKDM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 EAST JEFFERSON STREET 2ND FLOO | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT RESPONSE CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $103,350 | RetainedByContractorAmt |
| Net To Organization | -$103,350 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $103,350 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$103,350 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN BRIGANTIDIRPRESCEO | ||||||||||||||
| SEE SCH J, PART III FOR SUPPL INFO | $421,429 | $0 | $0 | $0 | $615,000 | $0 | $18,000 | $0 | $16,497 | $0 | $1,070,926 | $0 | $499,688 | $0 |
| THOMAS TOLENTINO | ||||||||||||||
| SENIOR VP & COO | $216,540 | $0 | $0 | $0 | $0 | $0 | $13,174 | $0 | $6,372 | $0 | $236,086 | $0 | $0 | $0 |
| JESSICA BARRETO | ||||||||||||||
| CONTROLLER & SECRETARY | $179,949 | $0 | $0 | $0 | $0 | $0 | $11,017 | $0 | $22,023 | $0 | $212,989 | $0 | $0 | $0 |
| RICHARD P FLOOD | ||||||||||||||
| VP & CHIEF ADVANCEMENT OFFICER | $195,668 | $0 | $0 | $0 | $0 | $0 | $11,841 | $0 | $3,090 | $0 | $210,599 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT & CEO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE $1,070,926 REFLECTS NOT ONLY CURRENT YEAR TOTAL COMPENSATION OF $455,926 BUT ALSO AN ADDITIONAL $615,000 REPRESENTING 18 MONTHS OF A RETIREMENT BENEFIT THAT VESTED THIS YEAR. THE RETIREMENT BENEFIT WAS APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS, AFTER CONSULTING WITH ITS LEGAL AND FINANCIAL ADVISORS. IT REPRESENTS BOARD RECOGNITION OF, AMONG OTHER THINGS, BRIGANTI'S NEARLY 40 YEARS OF SERVICE WITH THE FOUNDATION AND WAS ARRIVED AT BASED ON THE BOARD'S DETERMINATION THAT 36 MONTHS OF SALARY PAYABLE AT BRIGANTI'S RETIREMENT, VESTING AT TWO DIFFERENT TIMES, WAS EQUITABLE AND COMPARABLE TO OTHER, SIMILARLY SITUATED INDIVIDUALS. IN 2018, PURSUANT TO THE TERMS OF BRIGANTI'S EMPLOYMENT AGREEMENT, BRIGANTI VESTED IN 18 MONTHS OF HIS 36-MONTH BENEFIT. THE VESTED AMOUNT OF THE BENEFIT WAS REPORTED ON THE 2018 FORM 990, SCHEDULE J, PART II, COLUMN (B)(III). IN 2020, PURSUANT TO THE TERMS OF BRIGANTI'S EMPLOYMENT AGREEMENT, BRIGANTI VESTED IN THE REMAINING 18 MONTHS OF THE 36-MONTH BENEFIT, WHICH HAS BEEN REPORTED ON THE 2020 FORM 990, SCHEDULE J, PART II, COLUMN B(III). PAYOUT OF THESE RETIREMENT BENEFITS BEGINS AFTER STEVE'S LAST DAY OF EMPLOYMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, ORGANIZATION MISSION: | THE STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION IS A NON-PROFIT THAT COLLABORATES WITH THE NATIONAL PARK SERVICE IN ONE OF AMERICA'S MOST SUCCESSFUL PUBLIC-PRIVATE PARTNERSHIPS. IN 1982, PRESIDENT RONALD REAGAN ASKED LEE IACOCCA TO RAISE PRIVATE FUNDS FOR THE HISTORIC RESTORATION OF THE STATUE OF LIBERTY AND ELLIS ISLAND. THE FOUNDATION HAS ALSO CREATED THE ELLIS ISLAND NATIONAL MUSEUM OF IMMIGRATION, DEVELOPED THE FREE 65-MILLION-RECORD ELLIS ISLAND PASSENGER DATABASE, CONSTRUCTED THE STATUE OF LIBERTY MUSEUM, MAINTAINED MUSEUM EXHIBITS, AND FUNDED OVER 200 ADDITIONAL PROJECTS ON THE ISLANDS. THE FOUNDATION'S MISSION IS: TO RESTORE AND PRESERVE THE STATUE OF LIBERTY NATIONAL MONUMENT, WHICH INCLUDES ELLIS ISLAND; CUSTODY AND CONTROL OF RECORDS AND OTHER ARTIFACTS OF HISTORIC INTEREST RELATED TO THE STATUE OF LIBERTY AND THE MILLIONS OF IMMIGRANTS WHO ENTERED THE UNITED STATES THROUGH THE PORT OF NEW YORK AND ELLIS ISLAND AS WELL AS ALL IMMIGRATION TO THE UNITED STATES; TO FOSTER, PROMOTE AND STIMULATE PUBLIC KNOWLEDGE OF AND INTEREST IN THE HISTORY OF THE STATUE OF LIBERTY AND ELLIS ISLAND. THE NATIONAL PARK SERVICE (NPS), A UNIT OF THE UNITED STATES DEPARTMENT OF THE INTERIOR, OPERATES THE STATUE OF LIBERTY NATIONAL MONUMENT AND ELLIS ISLAND. THE FOUNDATION OVERSEES AND EXECUTES WORK UNDER NPS DIRECTION. |
| FORM 990, PART III, LINE 1, (CONTINUATION) | STATES; TO FOSTER, PROMOTE AND STIMULATE PUBLIC KNOWLEDGE OF AND INTEREST IN THE HISTORY OF THE STATUE OF LIBERTY AND ELLIS ISLAND. THE NATIONAL PARK SERVICE (NPS), A UNIT OF THE UNITED STATES DEPARTMENT OF THE INTERIOR, OPERATES THE STATUE OF LIBERTY NATIONAL MONUMENT AND ELLIS ISLAND. THE FOUNDATION OVERSEES AND EXECUTES WORK UNDER NPS DIRECTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY THE FOUNDATION'S ACCOUNTING FIRM, AFTER WHICH THEY ARE REVIEWED BY FOUNDATION MANAGEMENT AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. UPON COMPLETION OF THE INITIAL REVIEW PROCESS, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. IT IS THEN FILED WITH THE IRS AND POSTED ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS OF THE FOUNDATION ARE GOVERNED BY THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE IN WRITING, ON AN ANNUAL BASIS, THE EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST. ALL POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE BROUGHT TO THE ATTENTION OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS AS WELL AS THE CHAIRPERSON OF THE AUDIT COMMITTEE FOR DETERMINATION OF WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. NO DIRECTOR SHALL VOTE ON ANY MATTER IN WHICH HE OR SHE HAS A CONFLICT OF INTEREST. PURSUANT TO THE POLICY, IN THE EVENT A CONTRACT IS PROPOSED FOR APPROVAL BY THE BOARD IN WHICH A DIRECTOR, OFFICER, STAFF MEMBER OR THEIR RELATIVES, OR AN ORGANIZATION WITH WHICH SUCH PERSONS ARE ASSOCIATED, IS A POTENTIAL CONTRACTOR, REGARDLESS OF AMOUNT, THE BOARD OR A COMMITTEE DESIGNATED BY THE BOARD WILL REVIEW THE CONTRACT AND WILL RECOMMEND THAT THE CORPORATION EXECUTE OR NOT EXECUTE THE CONTRACT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE FOUNDATION HAS BEEN PERIODICALLY REVIEWED WITH THE ASSISTANCE OF OUTSIDE ADVISORS AND WITH THE APPROVAL OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. DISCUSSIONS RELATED TO AND THE APPROVAL OF THE COMPENSATION HAVE BEEN DOCUMENTED. IN MARCH 2018, A STUDY ON COMPENSATION OF OTHER OFFICERS AND OTHER SENIOR STAFF WAS COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTANT THAT REPORTED DIRECTLY TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. AS THE FOUNDATION WORKED TO RECRUIT A NEW CEO IN 2019-2020, A SEARCH FIRM AND THE BOARD'S SEARCH COMMITTEE EVALUATED THE APPROPRIATE LEVEL OF COMPENSATION FOR THE NEW CHIEF EXECUTIVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNANCE MATERIALS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AT WWW.STATUEOFLIBERTY.ORG/GOVERNANCE. THESE INCLUDE THE FOUNDATION'S MISSION, A LIST OF THE BOARD OF DIRECTORS, AND THE THREE MOST RECENT 990S. ANY OTHER GOVERNANCE RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST VIA CONTACTUS@STATUEOFLIBERTY.ORG. |
| FORM 990, PART VII, SECTION A, LINE 1A: | FOR TRANSPARENCY PURPOSES, THE ORGANIZATION REPORTS ALL BENEFITS IN FULL IN PART VII, COLUMN F AND DOES NOT APPLY THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
| FORM 990, PART IX, LINE 11G | CONSTRUCTION CONTRACTORS: PROGRAM SERVICE EXPENSES 670,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 670,060. AUDIO TOUR FEE: PROGRAM SERVICE EXPENSES 184,892. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,892. AUDIO TOUR CONTRACTOR: PROGRAM SERVICE EXPENSES 169,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,184. ARCHITECTURAL FEES: PROGRAM SERVICE EXPENSES 106,830. MANAGEMENT AND GENERAL EXPENSES 2,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,230. DESIGN FEES: PROGRAM SERVICE EXPENSES 917,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 917,159. EXHIBITRY FABRICATION: PROGRAM SERVICE EXPENSES 4,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,863. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 41,156. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,156. DONOR WALL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,100. FUNDRAISING EXPENSES 11,200. TOTAL EXPENSES 19,300. FUNDRAISING SYSTEM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 44,511. TOTAL EXPENSES 44,511. OFFICE CLEANING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,950. FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,034. FUNDRAISING EXPENSES 27,167. TOTAL EXPENSES 72,201. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,246. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,246. GEESE CONTROL/MOVING COSTS FY21: PROGRAM SERVICE EXPENSES 3,064. MANAGEMENT AND GENERAL EXPENSES 33,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,524. |
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