ARTIS-NAPLES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARTIS-NAPLES INC (EIN 59-2322926)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-23
- IRS object ID
- 202213279349300826
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-23T11:57:22-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592322926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTI | BusinessNameControlTxt |
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN VAN BERGEN | PersonNm |
| Person Title | CEO AND PRESIDENT | PersonTitleTxt |
| Phone | 2392542799 | PhoneNum |
| Signature | 2022-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | VAN BERGEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMELIA COOPER | PreparerPersonNm |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2022-11-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN VAN BERGEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,457,462 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://ARTISNAPLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 368 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $919,412 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $250 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,893,023 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,529,245 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,337,428 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,488,701 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,064,268 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,888,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $852,629 | PYOtherRevenueAmt |
| CY Other Revenue | $1,356,455 | CYOtherRevenueAmt |
| PY Total Revenue | $25,147,348 | PYTotalRevenueAmt |
| CY Total Revenue | $50,262,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,781,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,099,038 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,445,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,654,006 | PYOtherExpensesAmt |
| CY Other Expenses | $16,777,951 | CYOtherExpensesAmt |
| PY Total Expenses | $17,461,824 | PYTotalExpensesAmt |
| CY Total Expenses | $32,917,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,685,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,344,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $225,783,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,241,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,875,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,064,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $207,908,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $199,176,893 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,091,585 | ExpenseAmt |
| Grant | $38,000 | GrantAmt |
| Revenue | $4,319,997 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING THE NAPLES PHILHARMONIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,871,997 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,716,711 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES PRESENTING AND EDUCATION ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,134,960 | ExpenseAmt |
| Grant | $3,000 | GrantAmt |
| Revenue | $165,292 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING THE BAKER MUSEUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,098,542 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 119 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 368 | 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | FL | 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 | PERRE EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN VAN BERGEN | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $839,638 | $0 | $110,476 | ||
| DAVID FILNER | ||||||||
| EVP ARTISTIC OPERATIONS | 40.00 | $385,790 | $0 | $52,036 | Yes (X) | |||
| PERRE EDWARDS | ||||||||
| TREASURER & CFO | 40.00 | Yes (X) | $251,731 | $0 | $33,356 | |||
| COURTNEY MCNEIL | ||||||||
| MUSEUM DIR. & CHIEF CURATOR | 40.00 | $142,256 | $0 | $19,764 | Yes (X) | |||
| ALICE VAN ARSDALE | ||||||||
| SR. DEV DIR/VP DEVELOPMENT | 40.00 | $127,149 | $0 | $6,348 | Yes (X) | |||
| JACKIE LANE | ||||||||
| CREATIVE SERVICES DIRECTOR | 40.00 | $120,786 | $0 | $16,790 | Yes (X) | |||
| ALEX PENA | ||||||||
| FACILITIES DIRECTOR | 40.00 | $114,555 | $0 | $15,675 | Yes (X) | |||
| DIANNE SPONSELLER | ||||||||
| SECRETARY | 40.00 | Yes (X) | $92,681 | $0 | $15,026 | |||
| LOIS JULIBER | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| C MICHAEL ARMSTRONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY H BAKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R CAMPBELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R KERRY CLARK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL E DOUGHERTY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R DROBIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT T EDWARDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN R EINHORN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANETTE MONTGOMERY EVERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W FISHER III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA C FLEWELLING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD GALANTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVANGELINE R HAARLOW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN HEITHOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A ISTOCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA W LAMBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NED C LAUTENBACH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA H LIPMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD S LIPPES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI MOLL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J LEO MONTGOMERY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J REMONDI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W ROWE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S STAVROPOULOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLY A STAYER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH G TOMPKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA TREES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY H UBBEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY J WEYGANDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZA WONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,074,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $269,471 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| CHIHULY INC | |||||
| 1111 NW 50TH STREET | SEATTLE | WA | 98107 | ART AND EXHIBITION | $1,816,483 |
| FISH WITH CHEESE LP | |||||
| 630 NINTH AVENUE SUITE 610 | NEW YORK | NY | 10036 | BROADWAY TOUR | $634,710 |
| MANHATTAN CONSTRUCTION | |||||
| 3705-1 WESTVIEW DR | NAPLES | FL | 34108 | CONSTRUCTION | $449,767 |
| TOOTSIE ON TOUR LLC | |||||
| 9200 CORPORATE BLVD 220 | ROCKVILLE | MD | 20850 | BROADWAY TOUR | $279,000 |
| ENTECH COMPUTER SERVICES | |||||
| 6338 PRESIDENTIAL COURT SUITE 201 | FORT MYERS | FL | 33919 | OUTSOURCED IT | $223,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,235,455 | GovernmentGrantsAmt |
| All Other Contributions | $13,293,790 | AllOtherContributionsAmt |
| Noncash Contributions | $850,339 | NoncashContributionsAmt |
| Total Contributions | $23,529,245 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESENTING & EDUCATION ACTIVITIES | 711300 | $8,716,711 | $8,716,711 |
| NAPLES PHILHARMONIC | 711300 | $4,319,997 | $4,319,997 |
| PROCESSING FEES | 900099 | $263,457 | $263,457 |
| THE BAKER MUSEUM | 711300 | $165,292 | $165,292 |
| CONTRACT SERVICES & PARTNERSHIPS | 900099 | $23,244 | $23,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,488,701 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,634,341 | TotalRevenueColumnAmt |
| Exclusion | $1,634,341 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $900,593 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $676,871 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $223,722 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,722 | TotalRevenueColumnAmt |
| Exclusion | $223,722 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,901,000 | SecuritiesAmt |
| Other | $3,600,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,946,696 | SecuritiesAmt |
| Other | $1,300,223 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,954,304 | SecuritiesAmt |
| Other | $2,299,777 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,254,081 | TotalRevenueColumnAmt |
| Exclusion | $10,254,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $553,781 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $270,849 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,932 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $105,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,182 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| HALL RENTAL | 900099 | $469,059 | $467,365 | $1,694 |
| PROGRAM ADVERTISING | 541800 | $346,297 | $346,297 | |
| MISCELLANEOUS INCOME | 900099 | $34,445 | $34,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $849,801 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,262,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,488,701 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $919,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,325,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,000 | TotalAmt |
| Program Services | $41,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,480 | TotalAmt |
| Program Services | $503,992 | ProgramServicesAmt |
| Management And General | $477,636 | ManagementAndGeneralAmt |
| Fundraising | $181,852 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,442,343 | TotalAmt |
| Program Services | $9,509,864 | ProgramServicesAmt |
| Management And General | $2,222,357 | ManagementAndGeneralAmt |
| Fundraising | $710,122 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,982 | TotalAmt |
| Program Services | $267,771 | ProgramServicesAmt |
| Management And General | $51,813 | ManagementAndGeneralAmt |
| Fundraising | $1,398 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,245 | TotalAmt |
| Program Services | $889,704 | ProgramServicesAmt |
| Management And General | $364,822 | ManagementAndGeneralAmt |
| Fundraising | $29,719 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,988 | TotalAmt |
| Program Services | $641,285 | ProgramServicesAmt |
| Management And General | $211,486 | ManagementAndGeneralAmt |
| Fundraising | $35,217 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,253 | TotalAmt |
| Program Services | $251 | ProgramServicesAmt |
| Management And General | $241,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,034 | TotalAmt |
| Management And General | $88,034 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
| Management And General | $1,115 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,337,613 | TotalAmt |
| Program Services | $6,679,554 | ProgramServicesAmt |
| Management And General | $421,853 | ManagementAndGeneralAmt |
| Fundraising | $236,206 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,860 | TotalAmt |
| Program Services | $414,325 | ProgramServicesAmt |
| Management And General | $123,535 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,243 | TotalAmt |
| Program Services | $794,422 | ProgramServicesAmt |
| Management And General | $367,885 | ManagementAndGeneralAmt |
| Fundraising | $20,936 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,212 | TotalAmt |
| Program Services | $332,628 | ProgramServicesAmt |
| Management And General | $95,254 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,113 | TotalAmt |
| Program Services | $333,113 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,861 | TotalAmt |
| Program Services | $186,387 | ProgramServicesAmt |
| Management And General | $425,474 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,893 | TotalAmt |
| Program Services | $1,029,954 | ProgramServicesAmt |
| Management And General | $16,091 | ManagementAndGeneralAmt |
| Fundraising | $29,848 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,464 | TotalAmt |
| Program Services | $44,184 | ProgramServicesAmt |
| Management And General | $38,850 | ManagementAndGeneralAmt |
| Fundraising | $2,430 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579 | TotalAmt |
| Program Services | $202 | ProgramServicesAmt |
| Management And General | $1,377 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403,158 | TotalAmt |
| Program Services | $1,068,845 | ProgramServicesAmt |
| Management And General | $1,334,313 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,833 | TotalAmt |
| Program Services | $436,452 | ProgramServicesAmt |
| Management And General | $400,381 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECEPTIONS | $443,231 | $262,026 | $28,885 | $152,320 |
| PRINTING | $353,074 | $116,221 | $220,324 | $16,529 |
| EXHIBIT COSTS | $347,723 | $347,723 | ||
| PURCHASES OF ART | $11,900 | $11,900 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,757 | TotalAmt |
| Program Services | $186,704 | ProgramServicesAmt |
| Management And General | $241,435 | ManagementAndGeneralAmt |
| Fundraising | $28,618 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,917,989 | TotalAmt |
| Program Services | $24,098,542 | ProgramServicesAmt |
| Management And General | $7,373,922 | ManagementAndGeneralAmt |
| Fundraising | $1,445,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,960 | BOYAmt |
| EOY | $4,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,286,357 | BOYAmt |
| EOY | $7,467,732 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,128,386 | BOYAmt |
| EOY | $11,986,244 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,595 | BOYAmt |
| EOY | $439,617 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,096 | BOYAmt |
| EOY | $67,942 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,336 | BOYAmt |
| EOY | $1,326,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,244,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,096,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,694,970 | BOYAmt |
| EOY | $56,148,676 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,162,684 | BOYAmt |
| EOY | $130,906,717 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,967 | BOYAmt |
| EOY | $1,894,098 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,783,351 | BOYAmt |
| EOY | $210,241,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,832,533 | BOYAmt |
| EOY | $3,269,214 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,501 | BOYAmt |
| EOY | $6,447,425 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,164,986 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,808 | BOYAmt |
| EOY | $37,487 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,350 | BOYAmt |
| EOY | $1,310,592 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,875,178 | BOYAmt |
| EOY | $11,064,718 | 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 | $63,156,552 | BOYAmt |
| EOY | $73,687,298 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,751,621 | BOYAmt |
| EOY | $125,489,595 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,908,173 | BOYAmt |
| EOY | $199,176,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,783,351 | BOYAmt |
| EOY | $210,241,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,344,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$26,076,114 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $13,251,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,376,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,029,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,893,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,529,245 | CurrentTaxYearAmt |
| Total | $88,079,717 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,251,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,376,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,029,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,893,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,529,245 | CurrentTaxYearAmt |
| Total | $88,079,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,737,850 | SubstantialContributorsTotAmt |
| Public Support Total170 | $86,341,867 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,912,656 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,386,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,162,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,598,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,536,628 | CurrentTaxYearAmt |
| Total | $14,596,170 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,445 | CurrentTaxYearAmt |
| Total | $148,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $102,824,540 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $65,675,776 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75740 | 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 | MISCELLANEOUS INCOME - 2017 AMOUNT: $ 25,867. 2018 AMOUNT: $ 33,555. 2019 AMOUNT: $ 25,928. 2020 AMOUNT: $ 28,858. 2021 AMOUNT: $ 34,445. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,606,503 | BeginningYearBalanceAmt |
| Contributions | $1,690,747 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,644,642 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,285,965 | OtherExpendituresAmt |
| End Year Balance | $111,366,643 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,813,008 | BeginningYearBalanceAmt |
| Contributions | $623,203 | ContributionsAmt |
| Investment Earnings Or Losses | $32,122,845 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,952,553 | OtherExpendituresAmt |
| End Year Balance | $130,606,503 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,930,924 | BeginningYearBalanceAmt |
| Contributions | $857,562 | ContributionsAmt |
| Investment Earnings Or Losses | $3,842,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,818,211 | OtherExpendituresAmt |
| End Year Balance | $102,813,008 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,768,905 | BeginningYearBalanceAmt |
| Contributions | $3,471,179 | ContributionsAmt |
| Investment Earnings Or Losses | $6,856,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,165,969 | OtherExpendituresAmt |
| End Year Balance | $102,930,924 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,263,555 | BeginningYearBalanceAmt |
| Contributions | $6,371,440 | ContributionsAmt |
| Investment Earnings Or Losses | $9,651,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,517,357 | OtherExpendituresAmt |
| End Year Balance | $96,768,905 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67772 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32228 | 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 | $5,412,922 | OtherCostOrOtherBasisAmt |
| Book Value | $5,412,922 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,113,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,782,576 | DepreciationAmt |
| Book Value | $45,331,150 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $699,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $424,530 | DepreciationAmt |
| Book Value | $275,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,549,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,746,054 | DepreciationAmt |
| Book Value | $3,803,782 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,468,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,143,045 | DepreciationAmt |
| Book Value | $1,325,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,148,676 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RENTAL DEPOSITS | $54,624 |
| GIFT CERTIFICATES | $286,048 |
| OTHER LIABILITIES | $969,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,310,592 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,135,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$26,076,114 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $948,291 | OtherRevenueAmt |
| Revenue Not Reported | -$25,127,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,262,823 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,262,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,864,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $946,011 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $946,011 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,917,989 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,917,989 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | ARTIS-NAPLES ACQUIRED $11,900 AND $1,500,000 IN NEW WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2022 AND 2021, RESPECTIVELY. THERE WERE NO DONATIONS OF ART DURING THE YEARS ENDED JUNE 30, 2022 AND 2021. PURSUANT TO ARTIS-NAPLES POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES; NO VALUE IS REPORTED FOR THE CONTRIBUTION OF ART. |
| PART III, LINE 4: | MORE THAN 3,000 OBJECTS AND WORKS OF ART COMPRISE ARTIS-NAPLES'S COLLECTIONS, INCLUDING WORKS OF AMERICAN MODERNISM, MEXICAN MODERNISM, LATIN AMERICAN CONTEMPORARY, CONTEMPORARY ART OF THE AMERICAS, AND COLLECTION OF TWO AND THREE DIMENSIONAL OBJECTS SUCH AS PAINTINGS, WORKS ON PAPER, AND SCULPTURE, AS WELL AS A MINIATURES COLLECTION. |
| PART V, LINE 4: | THE EARNINGS ON ENDOWMENT FUNDS ARE TO BE USED FOR SUPPORT OF THE ORGANIZATION PROGRAMS. ARTIS-NAPLES HAS ADOPTED A POLICY OF SPENDING UP TO 5.0% OF A 16-QUARTER MOVING AVERAGE VALUE OF THE ENDOWMENT THROUGH THE FISCAL YEAR ENDING JUNE 30, 2022 AND THEREAFTER, A 20-QUARTER MOVING AVERAGE. THE END DATE OF THE QUARTERS WILL BE DECEMBER 31. |
| PART X, LINE 2: | ARTIS-NAPLES HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. ARTIS-NAPLES HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ARTIS-NAPLES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 270,849. DIRECT RENTAL EXPENSES 676,871. FINANCIAL STATEMENT ROUNDING 571. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 270,849. DIRECT RENTAL EXPENSES 676,871. FINANCIAL STATEMENT ROUNDING -1,709. |
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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $41,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED TO SENIOR HIGH SCHOOL STUDENTS IN THE YOUTH MUSIC PROGRAMS. THE SCHOLARSHIP AWARDS ARE MADE PAYABLE TO THE STUDENT'S COLLEGE. A LETTER OF ACCEPTANCE IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN VAN BERGEN | ||||||||||||||
| PRESIDENT & CEO | $400,000 | $0 | $405,711 | $0 | $33,927 | $0 | $100,000 | $0 | $10,476 | $0 | $950,114 | $0 | $300,000 | $0 |
| DAVID FILNER | ||||||||||||||
| EVP ARTISTIC OPERATIONS | $200,000 | $0 | $181,859 | $0 | $3,931 | $0 | $50,000 | $0 | $2,036 | $0 | $437,826 | $0 | $125,000 | $0 |
| PERRE EDWARDS | ||||||||||||||
| TREASURER & CFO | $182,000 | $0 | $56,231 | $0 | $13,500 | $0 | $25,000 | $0 | $8,356 | $0 | $285,087 | $0 | $0 | $0 |
| COURTNEY MCNEIL | ||||||||||||||
| MUSEUM DIR. & CHIEF CURATOR | $138,000 | $0 | $0 | $0 | $4,256 | $0 | $0 | $0 | $19,764 | $0 | $162,020 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | KATHLEEN VAN BERGEN, CEO, RECEIVED BENEFITS FOR CLUB DUES AND FEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $815,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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, LINE 32B: | THE THIRD PARTY, NORTHERN TRUST SELLS ALL STOCK GIFTS. |
| PART I, LINE 33: | PURSUANT TO ORGANIZATIONAL POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES, NO VALUE IS REPORTED FOR THE IN-KIND CONTRIBUTION OF ART - WHICH IS STANDARD FOR THE INDUSTRY THEREFORE NO CONTRIBUTIONS OF ARTWORK ARE INCLUDED IN REVENUES ON FORM 990 PART VIII. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IIII, LINE 1 | ARTIS-NAPLES IS UNIQUE AMONG CULTURAL INSTITUTIONS NATIONWIDE, DEDICATED TO CREATING AND PRESENTING WORLD-CLASS VISUAL AND PERFORMING ARTS. THROUGH OUR MULTIDISCIPLINARY OFFERINGS, WE INSPIRE, EDUCATE AND ENTERTAIN TO ENGAGE AND ENRICH THE GROWING AND DIVERSIFYING COMMUNITY. ARTIS-NAPLES, HOME OF THE BAKER MUSEUM AND THE NAPLES PHILHARMONIC, HOSTS MORE THAN 800 CONCERTS, PERFORMANCES, EXHIBITIONS AND EDUCATIONAL EVENTS FOR CHILDREN AND ADULTS FROM ALL BACKGROUNDS EACH YEAR. THESE EVENTS, BOTH PAID AND FREE, TAKE PLACE IN VENUES ACROSS OUR 8.5-ACRE KIMBERLY K. QUERREY AND LOUIS A. SIMPSON CULTURAL CAMPUS AND THROUGHOUT THE GREATER COMMUNITY. IN AUGUST 2021, FOLLOWING A YEAR OF LIMITED PROGRAMMING DUE TO THE COVID-19 PANDEMIC, ARTIS-NAPLES ANNOUNCED A FULL SLATE OF VISUAL AND PERFORMING ARTS OFFERINGS FOR THE 2021-22 SEASON AS THE ORGANIZATION ALSO CELEBRATED THE EIGHTH AND FINAL SEASON OF ANDREY BOREYKO AS MUSIC DIRECTOR. WITH A SEASON THEME OF ESPRIT DE CORPS REFLECTING THE OPPORTUNITY TO ONCE AGAIN FULLY ENJOY THE ARTS IN PERSON AS A COMMUNITY, ARTIS-NAPLES PRESENTED A JUBILANT AND ROBUST SELECTION OF PERFORMANCES, GUEST ARTISTS AND EXHIBITIONS THROUGHOUT THE CULTURAL CAMPUS. THE BAKER MUSEUM OPENED FOR THE SEASON IN SEPTEMBER AND PRESENTED A DIVERSE ARRAY OF OFFERINGS THAT HIGHLIGHTED ESPRIT DE CORPS THROUGHOUT THE SEASON, INCLUDING BASEBALL HEROES: WORKS FROM THE JAY H. BAKER COLLECTION, PAM LONGOBARDI: OCEAN GLEANING, HELEN LEVITT: IN THE STREET AND ANOTHER WORLD: THE TRANSCENDENTAL PAINTING GROUP. PERFORMING ARTS HIGHLIGHTS DURING THE SEASON INCLUDED THE FULL RETURN OF NAPLES PHILHARMONICS MASTERWORKS, POPS AND CHAMBER MUSIC PROGRAMMING AND THE ORCHESTRA'S REUNION WITH MIAMI CITY BALLET FOR A SPECTACULAR PERFORMANCE AS WELL AS THE TRIUMPHANT RETURN OF BROADWAY PRODUCTIONS, WITH FAN FAVORITES SUCH AS COME FROM AWAY, DEAR EVAN HANSEN AND MY FAIR LADY. THE VISITING ORCHESTRAS SERIES ALSO MADE A COMEBACK IN 2021-22, ONCE AGAIN BRINGING TWO OF THE WORLD'S FINEST ORCHESTRAS TO NAPLES, INCLUDING TWO PERFORMANCES BY THE VIENNA PHILHARMONIC ORCHESTRA AND CONCLUDING WITH A SPECIAL PERFORMANCE BY THE WARSAW PHILHARMONIC ORCHESTRA LED BY ANDREY BOREYKO. ARTIS-NAPLES PROVIDES AN ARRAY OF OPPORTUNITIES FOR THE NOVICE OR SEASONED CULTURAL PATRON TO ENGAGE WITH THE ARTS. THIS INCLUSIVE APPROACH, UNDER THE GUIDANCE OF CEO AND PRESIDENT KATHLEEN VAN BERGEN, RANGES FROM SINGLE PERFORMANCES TO SEASON-LONG, MULTIDISCIPLINARY EXPERIENCES AND EXHIBITIONS, UNITED BY A SINGULAR THEME OR IDEA. FROM CLASSICAL TO JAZZ, FROM BALLET TO BROADWAY MUSICALS, ARTIS-NAPLES CREATES OR PRESENTS A VARIETY OF OFFERINGS AND GENRES, INCLUDING ORCHESTRA, DANCE, CHAMBER MUSIC, EXHIBITIONS, PRESENTATIONS, EDUCATIONAL LECTURES, MASTER CLASSES AND SOCIAL EVENTS. IN 2017, ARTIS-NAPLES WELCOMED THE NAPLES INTERNATIONAL FILM FESTIVAL INTO ITS MULTIDISCIPLINARY MISSION; NIFF CELEBRATED ITS 13TH ANNIVERSARY IN 2021, AND IN 2019 WAS NAMED TO THE MOVIEMAKER MAGAZINE "TOP 25 COOLEST FESTIVALS IN THE WORLD" LIST. OUR CULTURAL CAMPUS WELCOMES OVER 300,000 VISITORS EACH YEAR AND IS COMPRISED OF TWO PERFORMANCE HALLS (FRANCES PEW HAYES HALL AND MYRA J. DANIELS PAVILION), THE BAKER MUSEUM, THE TONI STABILE EDUCATION BUILDING AND KOHAN ADMINISTRATION BUILDING. THE BAKER MUSEUM EXPANSION, COMPLETED IN FALL 2020, ADDED 18,000 SQUARE FEET TO THE MUSEUM AND CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL ENGAGEMENT. |
| PART IIII, LINE 4A | THE NAPLES PHILHARMONIC HAS LONG BEEN RECOGNIZED AS ONE OF THE CORNERSTONES OF SOUTHWEST FLORIDA'S ARTS COMMUNITY. IN THE 2014-15 SEASON, ANDREY BOREYKO ASSUMED THE TITLE OF MUSIC DIRECTOR AND SERVED IN THAT CAPACITY THROUGH THE 2021-22 SEASON. THE NAPLES PHILHARMONIC PERFORMS OVER 140 ORCHESTRAL AND CHAMBER MUSIC CONCERTS, AS WELL AS OPERA AND BALLET, EDUCATION, COMMUNITY AND SPECIAL EVENT CONCERTS ANNUALLY BETWEEN SEPTEMBER AND JUNE IN THE 1477-SEAT HAYES HALL, THE 283-SEAT DANIELS PAVILION AND AROUND SOUTHWEST FLORIDA. THE NAPLES PHILHARMONIC WAS FOUNDED IN 1982 AS THE NAPLES-MARCO PHILHARMONIC AND, IN ITS FIRST SEASON, PERFORMED FOUR CONCERTS AS A CHAMBER ORCHESTRA. IN 1989, THE THEN-PHILHARMONIC CENTER FOR THE ARTS OPENED AS THE HOME OF THE NAPLES PHILHARMONIC, AND SINCE THEN, THE ENSEMBLE HAS GROWN IN SCOPE, SIZE AND ARTISTIC IMPACT. HIGHLIGHTS OF THE 2021-22 MASTERWORKS SEASON INCLUDED VIOLIN VIRTUOSO AUGUSTIN HADELICH PERFORMING SIBELIUS' VIOLIN CONCERTO WITH BOREYKO CONDUCTING, GUEST CONDUCTOR ALEXANDER SHELLEY MAKING HIS DEBUT AND THE RETURN OF ACCLAIMED VIOLINIST JAMES EHNES, A LONGTIME ARTISTIC FRIEND OF ARTIS-NAPLES. THE SEASON CONCLUDED AS ANDREY BOREYKO CELEBRATED HIS TENURE AS MUSIC DIRECTOR IN A PERFORMANCE OF RACHMANINOFF'S SECOND PIANO CONCERTO WITH PRIZEWINNING PIANIST YULIANNA AVDEEVA. PRINCIPAL POPS CONDUCTOR JACK EVERLY ALSO RETURNED FOR THE SEASON TO LEAD THE ORCHESTRA IN FOUR PROGRAMS THAT TOOK LISTENERS ON A JOURNEY THROUGH THE HITS FROM ACROSS GENRES, INCLUDING JAZZ STANDARDS, BROADWAY GEMS, FILM MUSIC AND POP HITS. |
| PART IIII, LINE 4B | EACH YEAR, ARTIS-NAPLES HOSTS A ROBUST EDUCATION AND PRESENTING SEASON. THE 800-PLUS EVENTS AND OFFERINGS INCLUDE TOURING BROADWAY SHOWS, A WORLD-CLASS SLATE OF VISITING ORCHESTRAS, INSIGHTFUL EDUCATION AND LIFELONG LEARNING PROGRAMS, AS WELL AS PERFORMERS FROM THE WORLDS OF COMEDY, POP, THEATRE AND DANCE. WITH AN 8.5-ACRE CULTURAL CAMPUS, TWO PERFORMANCE HALLS, A MUSEUM AND A VARIETY OF SPACES FOR LEARNING AND SOCIAL ENGAGEMENT, ARTIS-NAPLES PRESENTS A BROAD RANGE OF MULTIDISCIPLINARY PROGRAMMING TO MATCH THE GROWING POPULATION AND DIVERSE INTERESTS IN SOUTHWEST FLORIDA. HIGHLIGHTS OF THE 2021-22 SEASON INCLUDED PERFORMANCES BY RETURNING FAVORITES PATTI LABELLE, MICHAEL BOLTON, BERNADETTE PETERS, CHRIS BOTTI, BESTSELLING AUTHOR AMOR TOWLES AND GOLF BROADCASTER AND PERSONALITY DAVID FEHERTY. IN OCTOBER 2021, ARTIS-NAPLES PRESENTED THE ANNUAL NAPLES INTERNATIONAL FILM FESTIVAL FOR THE FIFTH TIME UNDER ITS UMBRELLA, WITH 60-PLUS FILM SCREENINGS AND RELATED EVENTS. |
| PART IIII, LINE 4C | ESTABLISHED IN 2000, ARTIS-NAPLES, THE BAKER MUSEUM IS A FINE ART MUSEUM CURRENTLY HOUSING A PERMANENT COLLECTION OF OVER 4,000 OBJECTS AND APPROXIMATELY 35,000 SQUARE FEET OF INDOOR EXHIBITION SPACE, PLUS OUTDOOR SCULPTURE GARDENS THROUGHOUT THE CULTURAL CAMPUS. IN FALL 2021, AN 18,000-SQUARE-FOOT EXPANSION OF THE BAKER MUSEUM BUILDING OPENED, WHICH CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL ENGAGEMENT. THE MUSEUM CELEBRATED ITS 21ST SEASON IN 2021-22 WITH A SERIES OF EXHIBITIONS INCLUDING BASEBALL HEROES: WORKS FROM THE JAY H. BAKER COLLECTION, PAM LONGOBARDI: OCEAN GLEANING, HELEN LEVITT: IN THE STREET AND ANOTHER WORLD: THE TRANSCENDENTAL PAINTING GROUP. THE PERMANENT COLLECTION OF THE BAKER MUSEUM IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, SCHOLARSHIP, RESEARCH AND STEWARDSHIP IN FURTHERANCE OF PUBLIC SERVICE. THE BAKER MUSEUM IS COMMITTED TO REDISCOVERING THE ESTABLISHED AND FULFILLING CURIOSITY FOR THE NEW. PAST AND FUTURE VISITS TO THE MUSEUM ARE AN EXPERIENCE IN SCALE AND INTIMACY FROM FAMED ARTS PATRON OLGA HIRSHHORN'S MOUSE HOUSE COLLECTION, FEATURING MORE THAN 200 DIMINUTIVE EXAMPLES OF INDIVIDUAL ARTISTIC STYLE BY MID- AND LATE-20TH-CENTURY MASTERS, TO THE MAJESTIC PRESENCE AND INSPIRING AWE OF DAWN'S FOREST, THE LAST AND LARGEST SCULPTURE INSTALLATION BY THE EMINENT AMERICAN ARTIST LOUISE NEVELSON. THE MUSEUM'S ROBUST EDUCATIONAL AND VISUAL ARTS CALENDAR FEATURES A COMBINATION OF EXHIBITIONS DRAWN FROM THE PERMANENT COLLECTION OF RECOGNIZED HOLDINGS OF MODERN AND CONTEMPORARY ART AND NOTED TRAVELING EXHIBITIONS. THE MUSEUM'S CURATORIAL TEAM CHAMPIONS THE WORK OF EMERGING AND MID-CAREER ARTISTS BY ORIGINATING EXHIBITIONS. THESE SHOWS OFTEN PROVIDE ARTISTS WITH THEIR FIRST AMERICAN MUSEUM EXPOSURE OR SOLO SHOW DEBUTS. AN EXAMPLE IS PAINTER MARCUS JANSEN, BASED IN NEW YORK AND FORT MYERS, FLORIDA, AND RENOWNED FOR HIS MONUMENTAL PAINTINGS REFLECTING GLOBAL SOCIOLOGICAL, POLITICAL AND ECONOMIC ISSUES. MARCUS JANSEN: TWO DECADES OF RELEVANCE WAS THE ARTIST'S FIRST SOLO MUSEUM EXHIBITION IN SOUTHWEST FLORIDA. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRS OF THE ORGANIZATION'S COMMITTEES. THE EXECUTIVE COMMITTEE, PER THE BYLAWS, CAN ACT ON BEHALF OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS THE COMPLETED RETURN AND BALANCES TO THE AUDITED FINANCIALS AND GENERAL LEDGER. THE CEO THEN REVIEWS THE DRAFT APPROVED BY THE CFO. ONCE THE CEO HAS APPROVED THE RETURN, THE DRAFT IS SUBMITTED TO THE FINANCE/AUDIT COMMITTEE OF THE BOARD. THE DRAFT IS THEN SUBMITTED TO THE BOARD FOR REVIEW BEFORE FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S POLICY STATES THAT "ANY EMPLOYEE WHO DISCOVERS AN EVENT OF QUESTIONABLE, FRAUDULENT OR ILLEGAL NATURE SHOULD IMMEDIATELY REPORT SUCH EVENT TO THE CEO OR HUMAN RESOURCES. THE COMPANY WILL PROTECT EMPLOYEES WHO REPORT IN GOOD FAITH WHAT THEY REASONABLY BELIEVE TO BE A VIOLATION OF STATE AND FEDERAL LAW OR CONDITIONS OR PRACTICES THAT WOULD PUT THE HEALTH OR SAFETY OF EMPLOYEES AT RISK. NO EMPLOYEE WILL BE DISCHARGED, THREATENED OR DISCRIMINATED AGAINST IN ANY MANNER FOR REPORTING WHAT THEY PERCEIVE AS WRONGDOING. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DOCUMENT CONFLICTS, IF ANY, ANNUALLY IN WRITING." |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ENGAGES AN OUTSIDE FIRM TO CONDUCT COMPENSATION STUDIES. IN DECEMBER 2021, THREE STUDIES WERE COMPLETED; ONE FOR THE CEO, ONE FOR SENIOR LEADERSHIP AND ONE FOR STAFF. THE CEO AND SENIOR LEADERSHIP STUDY WAS COMPLETED BY FW COOK AND THE STAFF STUDY WAS COMPLETED BY WILLIS TOWERS WATSON. THE SALARY CHANGES FROM THE STUDY WERE IMPLEMENTED IN JANUARY 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTIST FEES: PROGRAM SERVICE EXPENSES 5,413,692. MANAGEMENT AND GENERAL EXPENSES 341,906. FUNDRAISING EXPENSES 191,442. TOTAL EXPENSES 5,947,040. PRODUCTION COSTS: PROGRAM SERVICE EXPENSES 804,325. MANAGEMENT AND GENERAL EXPENSES 50,798. FUNDRAISING EXPENSES 28,443. TOTAL EXPENSES 883,566. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 461,537. MANAGEMENT AND GENERAL EXPENSES 29,149. FUNDRAISING EXPENSES 16,321. TOTAL EXPENSES 507,007. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5551 RIDGEWOOD DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593739460 | EIN |
| Primary Activities | LESSOR OF COMMERCIAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $900,593 | TotalIncomeAmt |
| End Of Year Assets | $3,730,684 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
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