SHAKERTOWN AT PLEASANT HILL KENTUCKY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHAKERTOWN AT PLEASANT HILL KENTUCKY INC (EIN 61-0592561)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-10-26
- IRS object ID
- 202242999349300234
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-26T08:52:21-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610592561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKERTOWN AT PLEASANT HILL | BusinessNameLine1Txt |
| Business Name Line2 | KENTUCKY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 8597341564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 LEXINGTON ROAD | AddressLine1Txt |
| City | HARRODSBURG | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYNARD CROSSLAND | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8597341564 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYNARD | PersonFirstNm |
| Person Last | CROSSLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON C CARTER | PreparerPersonNm |
| PTIN | P01242412 | PTIN |
| Phone | 8592552341 | PhoneNum |
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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKER VILLAGE OF PLEASANT HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAYNARD CROSSLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 LEXINGTON ROAD | AddressLine1Txt |
| City | HARRODSBURG | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,894,887 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAKERVILLAGEKY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE AND INTERPRET THE SITE OF THE SHAKER COMMUNITY THAT WAS ESTABLISHED AT PLEASANT HILL, KENTUCKY IN 1805 AND DESIGNATED AS A NATIONAL HISTORIC LANDMARK IN 1971. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 228 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,457,563 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,323,636 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,217,494 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,719,678 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,401,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $724,401 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,115 | PYOtherRevenueAmt |
| CY Other Revenue | $102,528 | CYOtherRevenueAmt |
| PY Total Revenue | $6,153,250 | PYTotalRevenueAmt |
| CY Total Revenue | $8,870,243 | 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 | $4,195,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,727,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $43,875 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $40,293 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $368,400 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,632,031 | PYOtherExpensesAmt |
| CY Other Expenses | $3,725,676 | CYOtherExpensesAmt |
| PY Total Expenses | $6,871,587 | PYTotalExpensesAmt |
| CY Total Expenses | $8,493,094 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$718,337 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $377,149 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,831,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,439,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,703,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,562,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,128,265 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,876,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHAKER VILLAGE IS ON A MISSION TO INSPIRE GENERATIONS THROUGH DISCOVERY BY SHARING THE LEGACIES OF THE KENTUCKY SHAKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,997,192 | ExpenseAmt |
| Revenue | $681,841 | RevenueAmt |
| Desc | PROGRAM/PRESERVATION: SHAKER VILLAGE MAINTAINS AND PRESERVES 34 ORIGINAL HISTORIC STRUCTURES AND 3,000 ACRES OF LAND THAT WAS SETTLED IN 1805 BY MEMBERS OF THE UNITED SOCIETY OF BELIEVERS IN CHRIST'S SECOND APPEARING, THE GROUP MORE COMMONLY KNOWN AS THE SHAKERS. THE SITE IS THE LARGEST SUCH SITE IN AMERICA AND IS ONE OF THE MOST EXTENSIVE INTACT EXAMPLES POSSESSING A HIGH DEGREE OF INTEGRITY EVEN TO THIS DAY. THE BUILDINGS THAT HAVE BEEN PRESERVED ARE CONSIDERED TO BE EXQUISITE EXAMPLES OF THE HARMONIOUS RELATIONSHIP BETWEEN FUNCTIONAL ARCHITECTURE AND A BEAUTIFUL ROLLING LANDSCAPE. THIS IS ESPECIALLY IMPORTANT CONSIDERING THE FACT THAT THE BUILDINGS WERE ALL DESIGNED AND BUILT BY UNEDUCATED YET VERY SKILLED CRAFTSMEN USING RUDIMENTARY, HANDMADE TOOLS. SHAKER VILLAGE CONDUCTS A VARIETY OF ACTIVITIES AND PROGRAMS DESIGNED TO HELP EDUCATE THE PUBLIC ON THE LIVES OF THE INDIVIDUALS WHO SETTLED THIS COMMUNITY WITH A FOCUS ON THE IMPACT THEIR CONTRIBUTIONS MADE TO THE DEVELOPMENT OF THE AMERICAN FRONTIER. THE SITE IS CONSIDERED ONE OF THE COUNTRY'S FINEST HISTORIC OUTDOOR EDUCATIONAL SITES BECAUSE OF THE INTERPRETATION PROGRAM THAT IS FOCUSED ON THE SOCIAL, ENTREPRENEURIAL AND FAMILIAL RELATIONSHIPS THAT MADE THIS COMMUNITY IMPORTANT TO AMERICA'S DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,625,341 | ExpenseAmt |
| Revenue | $1,733,761 | RevenueAmt |
| Desc | DINING SERVICES: SHAKER VILLAGE FEATURES A DINING EXPERIENCE THAT IS WELL KNOWN FOR FRIENDLY SERVICE AND SHAKER-INSPIRED RECIPES. DINING ON THE PROPERTY IS CONSIDERED TO BE A VITAL COMPONENT OF THE EDUCATIONAL EXPERIENCE OF OUR GUESTS. FEATURED DISHES INCLUDE LOCALLY GROWN VEGETABLES, FRUITS, AND MEATS. THE DINING SERVICE MAINTAINS AND INTERPRETS A LARGE GARDEN LOCATED JUST OUTSIDE OF THE DINING FACILITY. THE GARDEN PRODUCE IS USED TO CREATE MANY OF THE DISHES FEATURED IN THE DINING ROOM. THROUGH THIS ACTIVITY SHAKER VILLAGE IS BETTER ABLE TO INTERPRET THE SUSTAINABILITY ASPECTS OF THE SHAKER LIFESTYLE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $673,558 | ExpenseAmt |
| Revenue | $1,461,759 | RevenueAmt |
| Desc | LODGING: GUESTS AT SHAKER VILLAGE MAY ALSO TAKE ADVANTAGE OF A UNIQUE OPPORTUNITY TO LODGE WITHIN THE HISTORIC BUILDINGS. ROOMS HAVE BEEN DECORATED IN A MINIMALIST FASHION TO FEATURE SHAKER-DESIGNED FURNITURE AND TO OFFER THE SAME PEACEFUL ATMOSPHERE THAT MANY OF THE ORIGINAL SHAKER JOURNALS DOCUMENT. OUR GOAL IS TO PROVIDE EXPERIENCES TO OUR GUESTS THAT HELP THEM FULLY UNDERSTAND THE SHAKER LIFE AND THE RELEVANCY THAT EXPERIENCE STILL HOLDS TODAY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $686,855 | ExpenseAmt |
| Revenue | $842,317 | RevenueAmt |
| Desc | CRAFT SALES: TRADITIONAL CRAFTS ARE AN IMPORTANT COMPONENT TO THE EXPERIENCE AT SHAKER VILLAGE. GUESTS MAY ENGAGE WITH INTERPRETERS TO MAKE BOXES, BROOMS, BARRELS, AND BASKETS AS WELL AS RUGS, INTRICATE WEAVINGS, AND OTHER FIBER ARTS ITEMS. THIS IS IMPORTANT TO OUR EDUCATIONAL INITIATIVES BUT WE HAVE ALSO BEEN ABLE TO OFFER THE GUESTS THE OPPORTUNITY TO PURCHASE THESE ITEMS THROUGH OUR CRAFT STORES. IN ADDITION, THE STORES OFFER A VARIETY OF TRADITIONAL KENTUCKY CRAFT ITEMS ALONG WITH A FINE SELECTION OF BOOKS ON SHAKER, AMERICAN, AND KENTUCKY HISTORY. THE SALE OF THESE ITEMS SUPPORTS THE VILLAGE'S ON-GOING EDUCATIONAL PROGRAMS AND IS AN IMPORTANT AVENUE FOR DEEPENING THE UNDERSTANDING OF OUR GUESTS TO THE HISTORY OF SITE AND THE SHAKER COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $686,855 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $842,317 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,982,946 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 228 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN JACOBSON CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8597341564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 LEXINGTON ROAD | AddressLine1Txt |
| City | HARRODSBURG | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40330 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| G WATTS HUMPHREY JR | ||||||
| CHAIRMAN | 7.00 | Yes (X) | $0 | $0 | $0 | |
| ANN B BAKHAUS | ||||||
| VICE CHAIR | 7.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN L GROSSMAN | ||||||
| TREASURER | 7.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY A SYKES | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH KENNAN BURNS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BATES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIET DUPREE BRADLEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN G CHAPMAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT N CLAY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD S COLEMAN JR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROSE COOPER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN CORNETT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH A DELAIR MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL FARMER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN GRAY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W GRIFFITH | ||||||
| TRUSTEE | 7.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA S HALL | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RORY HARRIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H KERR III | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L MORGAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MAEGAN F NICHOLSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEN PAGE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE PRIMM | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ROUSH | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL H SAUNDERS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| R TED STEINBOCK MD | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JANE WINEGARDNER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC J ZABILKA | ||||||
| TRUSTEE | 7.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY KEMPER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAYNARD CROSSLAND | ||||||
| PRESIDENT/CEO | 40.00 | $172,042 | $0 | $13,855 | Yes (X) | |
| ROBERT GIGLIOTTI | ||||||
| CHIEF OPERATING OFFICER | 40.00 | $138,592 | $0 | $13,246 | Yes (X) | |
| BARRY STUMBO | ||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $111,075 | $0 | $10,955 | Yes (X) | |
| WILLIAM UPDIKE | ||||||
| VP OF NATURAL & CULTURAL RESOURCE MANAGEMENT | 40.00 | $111,560 | $0 | $12,635 | Yes (X) | |
| BILLY RANKIN | ||||||
| VP OF PUBLIC PROGRAMMING & MARKETING | 40.00 | $93,425 | $0 | $10,588 | Yes (X) | |
| NINA SEIGLE | ||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | $89,797 | $0 | $10,541 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $716,491 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BJB RESTORATION | |||||
| 958 LOGAN STREET | LOUISVILLE | KY | 40204 | BUILDING MAINTENANCE & RESTORATION | $184,500 |
| SOLID LIGHT INC | |||||
| 800 S FIFTH STREET | LOUISVILLE | KY | 40203 | EXHIBITS FABRICATION & INSTALLATION | $168,759 |
| LANGHAM AND SONS INC | |||||
| PO BOX 2343 | DANVILLE | KY | 40423 | BUILDING MAINTENANCE & RESTORATION | $154,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,189 | FundraisingAmt |
| Government Grants | $1,389,200 | GovernmentGrantsAmt |
| All Other Contributions | $1,919,247 | AllOtherContributionsAmt |
| Noncash Contributions | $320,242 | NoncashContributionsAmt |
| Total Contributions | $3,323,636 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DINING | 722511 | $1,733,761 | $1,733,761 |
| LODGING | 721000 | $1,461,759 | $1,461,759 |
| CRAFT SHOP | 611710 | $842,317 | $842,317 |
| MUSEUM | 611710 | $681,841 | $681,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,719,678 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,506 | TotalRevenueColumnAmt |
| Exclusion | $256,506 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $56,773 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,769 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,004 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,004 | TotalRevenueColumnAmt |
| Exclusion | $48,004 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $467,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $467,895 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,895 | TotalRevenueColumnAmt |
| Exclusion | $467,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,412 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,189 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,875 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,537 | TotalRevenueColumnAmt |
| Exclusion | $19,537 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $34,987 | TotalRevenueColumnAmt |
| Exclusion | $34,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,987 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,870,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,719,678 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $826,929 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,368 | TotalAmt |
| Management And General | $849,368 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189,936 | TotalAmt |
| Program Services | $2,610,116 | ProgramServicesAmt |
| Management And General | $375,313 | ManagementAndGeneralAmt |
| Fundraising | $204,507 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,860 | TotalAmt |
| Program Services | $66,942 | ProgramServicesAmt |
| Management And General | $18,146 | ManagementAndGeneralAmt |
| Fundraising | $8,772 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,292 | TotalAmt |
| Program Services | $229,212 | ProgramServicesAmt |
| Management And General | $48,334 | ManagementAndGeneralAmt |
| Fundraising | $11,746 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,669 | TotalAmt |
| Program Services | $214,833 | ProgramServicesAmt |
| Management And General | $74,746 | ManagementAndGeneralAmt |
| Fundraising | $15,090 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,116 | TotalAmt |
| Management And General | $5,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,223 | TotalAmt |
| Management And General | $25,223 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,293 | TotalAmt |
| Fundraising | $40,293 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,798 | TotalAmt |
| Management And General | $63,798 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,853 | TotalAmt |
| Management And General | $42,853 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,077 | TotalAmt |
| Management And General | $81,175 | ManagementAndGeneralAmt |
| Fundraising | $2,902 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,071 | TotalAmt |
| Program Services | $2,479 | ProgramServicesAmt |
| Management And General | $31,424 | ManagementAndGeneralAmt |
| Fundraising | $22,168 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,209 | TotalAmt |
| Program Services | $267,549 | ProgramServicesAmt |
| Management And General | $68,660 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,571 | TotalAmt |
| Program Services | $1,994 | ProgramServicesAmt |
| Management And General | $1,577 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,170 | TotalAmt |
| Management And General | $23,170 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,037 | TotalAmt |
| Program Services | $730,037 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,728 | TotalAmt |
| Program Services | $36,217 | ProgramServicesAmt |
| Management And General | $131,668 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DINING COST OF SALES | $560,734 | $560,734 | ||
| CRAFT SHOP COST OF SALE | $428,003 | $428,003 | ||
| REPAIRS & MAINTENANCE | $331,349 | $212,599 | $118,750 | |
| DUES & FEES | $266,667 | $164,708 | $68,820 | $33,139 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,070 | TotalAmt |
| Program Services | $457,523 | ProgramServicesAmt |
| Management And General | $113,607 | ManagementAndGeneralAmt |
| Fundraising | $28,940 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,493,094 | TotalAmt |
| Program Services | $5,982,946 | ProgramServicesAmt |
| Management And General | $2,141,748 | ManagementAndGeneralAmt |
| Fundraising | $368,400 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,619,235 | BOYAmt |
| EOY | $210,683 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,071 | BOYAmt |
| EOY | $8,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,411 | BOYAmt |
| EOY | $341,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,282 | BOYAmt |
| EOY | $9,026 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,567 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,809 | BOYAmt |
| EOY | $310,528 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,907 | BOYAmt |
| EOY | $138,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,087,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,918,946 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,076,168 | BOYAmt |
| EOY | $8,168,447 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,046,811 | BOYAmt |
| EOY | $14,249,131 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,831,694 | BOYAmt |
| EOY | $23,439,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,384 | BOYAmt |
| EOY | $142,848 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,649,045 | BOYAmt |
| EOY | $1,419,977 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,429 | BOYAmt |
| EOY | $1,562,825 | 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 | $9,074,288 | BOYAmt |
| EOY | $8,961,296 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,053,977 | BOYAmt |
| EOY | $12,915,042 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,128,265 | BOYAmt |
| EOY | $21,876,338 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,831,694 | BOYAmt |
| EOY | $23,439,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $377,149 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $364,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,978 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,059,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,116,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,457,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,323,636 | CurrentTaxYearAmt |
| Total | $13,333,030 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,770,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,901,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $311,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,217,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,719,678 | CurrentTaxYearAmt |
| Total | $14,920,187 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,987 | CurrentTaxYearAmt |
| Total | $121,605 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,841,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,020,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $738,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,695,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,078,301 | CurrentTaxYearAmt |
| Total | $28,374,822 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $537,811 | CurrentTaxYearAmt |
| Total | $1,516,819 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $475,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $537,811 | CurrentTaxYearAmt |
| Total | $1,516,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,858,003 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,279 | CurrentTaxYearAmt |
| Total | $1,181,499 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,279 | CurrentTaxYearAmt |
| Total | $1,181,499 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,120,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,293,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,980,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,391,580 | CurrentTaxYearAmt |
| Total | $29,556,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89990 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,883,278 | BeginningYearBalanceAmt |
| Contributions | $702,636 | ContributionsAmt |
| Investment Earnings Or Losses | $1,004,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,004,391 | OtherExpendituresAmt |
| Administrative Expenses | $63,279 | AdministrativeExpensesAmt |
| End Year Balance | $12,523,243 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,945,507 | BeginningYearBalanceAmt |
| Contributions | $305,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,593,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $913,366 | OtherExpendituresAmt |
| Administrative Expenses | $47,813 | AdministrativeExpensesAmt |
| End Year Balance | $11,883,278 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,275,725 | BeginningYearBalanceAmt |
| Contributions | $1,205 | ContributionsAmt |
| Investment Earnings Or Losses | -$630,303 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,697,173 | OtherExpendituresAmt |
| Administrative Expenses | $3,947 | AdministrativeExpensesAmt |
| End Year Balance | $7,945,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,513,812 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $763,799 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,886 | AdministrativeExpensesAmt |
| End Year Balance | $11,275,725 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,053,403 | BeginningYearBalanceAmt |
| Contributions | $18,781 | ContributionsAmt |
| Investment Earnings Or Losses | -$752,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,801,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,293 | AdministrativeExpensesAmt |
| End Year Balance | $10,513,812 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19844 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58417 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21739 | 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 | $1,524,621 | OtherCostOrOtherBasisAmt |
| Book Value | $1,524,621 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,521,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,651,059 | DepreciationAmt |
| Book Value | $5,870,879 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,040,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,267,887 | DepreciationAmt |
| Book Value | $772,947 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,168,447 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $410,587 |
| CAPITAL LEASE OBLIGATION | $9,390 |
| LINE OF CREDIT | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,419,977 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,202,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $364,946 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $30,622 | OtherRevenueAmt |
| Revenue Not Reported | $395,568 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,806,445 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,798 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $63,798 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,870,243 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,453,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $24,644 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $24,644 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,429,296 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,798 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $63,798 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,493,094 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS OF SHAKER VILLAGE ARE REMARKABLE EXAMPLES OF THE CRAFTSMANSHIP OF THE SHAKERS WHO INHABITED THIS LAND. OUR MISSION IS TO PRESERVE THE BUILDINGS AND LAND THAT THEY LEFT BEHIND AND TO MAKE AVAILABLE TO THE GREATER PUBLIC THESE TREASURES THAT HAVE NOW BEEN ENTRUSTED TO US. THROUGH THE BUILDINGS, FURNITURE, VILLAGE PLAN, AND THE DETAILED DAILY JOURNALS THAT RESIDE WITHIN OUR COLLECTION, VISITORS, SCHOLARS, AND THE PUBLIC CAN EASILY FIND PHYSICAL EVIDENCE OF THE GUIDING PRINCIPLES OF THE SHAKERS, WHO SOUGHT TO CREATE A WORLD IN KEEPING WITH THEIR SPIRITUAL LIFE. OUR COLLECTION INCLUDES 34 ORIGINAL, ON-SITE STRUCTURES, 3000 ACRES OF SHAKER FARMLAND, OVER 5000 OBJECTS INCLUDING 500 ITEMS OF FURNITURE, 250 TEXTILES, AND TOOLS, CONTAINERS, BASKETS, SMALL HOUSEHOLD ITEMS AND PERSONAL ARTIFACTS. THE LIBRARY AND SPECIAL COLLECTIONS WERE ESTABLISHED TO PROMOTE AND ASSIST RESEARCH INTO THE LIVES AND LEGACY OF THE SHAKERS. THESE COLLECTIONS INCLUDE 2500 BOOKS AND PERIODICALS, 260 REELS OF MICROFILM, 1000 MICROFICHE, AS WELL AS VIDEO AND AUDIO RECORDINGS. THE RARE BOOKS COLLECTION HAS OVER 350 VOLUMES AND CONSISTS PRIMARILY OF WORKS PUBLISHED BY THE SHAKERS OR THAT WERE USED BY THE PLEASANT HILL COMMUNITY. THE COLLECTION ALSO INCLUDES MATERIALS PRODUCED BY THE PLEASANT HILL SHAKERS SUCH AS CORRESPONDENCE, HANDWRITTEN JOURNALS, SONGBOOKS AND LEDGERS, BROADSIDES, PAMPHLETS, SEED PACKETS AND PRESERVE LABELS. THE COLLECTIONS ARE THE NUCLEUS OF OUR EDUCATIONAL MISSION. THEY SERVE TO BROADEN OUR UNDERSTANDING OF THE SHAKERS' DAILY LIVES, THEIR INGENUITY, AND THEIR SPIRITUAL BELIEFS. ALL OF OUR COLLECTIONS ARE AVAILABLE TO THE PUBLIC FOR PURPOSES OF ENJOYMENT, ENRICHMENT, AND RESEARCH AND SERVE TO PROVIDE DEPTH AND MEANING TO OUR INTERPRETIVE PROGRAMMING. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,875. CHANGE IN BENEFICIAL INTEREST 5,978. RENTAL EXPENSES 8,769. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,875. RENTAL EXPENSES 8,769. |
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 |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| 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 | LAND MATTERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2497 LIBERTY ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $40,293 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $40,293 | 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 | 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 | NV | 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 | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CRAFT FAIR | Event1Nm |
| Gross Receipts Event1 | $26,055 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,055 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $142 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $618 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,679 | OtherDirectExpensesEvent1Amt |
| Event2 | DEER HUNT | Event2Nm |
| Gross Receipts Event2 | $17,500 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $17,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $171 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $208 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,080 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,046 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,189 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,857 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,377 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $50,601 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,189 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,412 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $313 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $826 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,136 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,875 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,537 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 2B(IV) | FormAndLineReferenceDesc |
| Explanation | THE PROFESSIONAL FUNDRAISERS LISTED IN SCHEDULE G, PART I, LINE 2B HAVE BEEN PAID FOR CONSULTING SERVICES RELATED TO FUNDRAISING EFFORTS. THEY PROVIDE ADVICE AND RESEARCH DATA THAT IS USED TO SUPPORT THE IN-HOUSE FUNDRAISING EFFORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAYNARD CROSSLAND | ||||||||||||||
| PRESIDENT/CEO | $172,042 | $0 | $0 | $0 | $0 | $0 | $8,750 | $0 | $5,105 | $0 | $185,897 | $0 | $0 | $0 |
| ROBERT GIGLIOTTI | ||||||||||||||
| CHIEF OPERATING OFFICER | $138,592 | $0 | $0 | $0 | $0 | $0 | $7,971 | $0 | $5,275 | $0 | $151,838 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $320,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE OFFICERS, THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BY EACH DIRECTOR PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES AND OFFICERS ARE REQUIRED TO CERTIFY HIS OR HER COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. IN THE CURRENT YEAR, A CONFLICT OF INTEREST POLICY WAS RECEIVED FROM EACH OFFICER AND TRUSTEE REQUIRED TO COMPLETE ONE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO IS SET BY THE OFFICERS OF THE BOARD OF TRUSTEES, AN INDEPENDENT BODY. THE CEO IS RESPONSIBLE FOR REVIEWING SALARY OF KEY EMPLOYEES AND PERFORMING ANNUAL REVIEWS. COMPENSATION DELIBERATIONS AND DECISIONS ARE DOCUMENTED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 5,978. |
| FORM 990, PART X11, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |
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