LOUISIANA MUSEUM FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOUISIANA MUSEUM FOUNDATION (EIN 72-0954712)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-06-14
- IRS object ID
- 202131659349301083
- Schema version
- 2019v5.2
- 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 | 2021-06-14T18:06:49-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720954712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA MUSEUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5045580493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BOURBON STREET NO B429 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H MACLAY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5045580493 | PhoneNum |
| Signature | 2021-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON CASSIERE | PreparerPersonNm |
| PTIN | P00543368 | PTIN |
| Phone | 5048375990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN H MACLAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BOURBON STREET NO B429 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,068,712 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.THELMF.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE SUPPORT, ADMINISTER FUNDING, AND RAISE AWARENESS FOR THE LOUISIANA STATE MUSEUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 57 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,302,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $769,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,466 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $375,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $64,217 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$47,044 | PYOtherRevenueAmt |
| CY Other Revenue | -$56,886 | CYOtherRevenueAmt |
| PY Total Revenue | $1,722,992 | PYTotalRevenueAmt |
| CY Total Revenue | $825,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $591,571 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $583,144 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $290,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $286,571 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,422 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $167,207 | PYOtherExpensesAmt |
| CY Other Expenses | $115,712 | CYOtherExpensesAmt |
| PY Total Expenses | $1,049,586 | PYTotalExpensesAmt |
| CY Total Expenses | $985,427 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $673,406 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$160,285 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,993,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,736,040 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,218 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,945,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,646,822 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE, PRESENT AND PROMOTE LOUISIANA'S HISTORY AND CULTURE THROUGH THE PROVISION OF FUNDING AND PROGRAM SUPPORT SERVICES FOR THE LOUISIANA STATE MUSEUM (LSM)- A GOVERNMENT OPERATED INSTITUTION LACKING ADEQUATE RESOURCES FOR ITS FACILITIES, COLLECTIONS, ARCHIVES, EXHIBITS, EDUCATIONAL PROGRAMMING AND COMMUNITY OUTREACH. THE LOUISIANA MUSEUM FOUNDATION (LMF) SERVES AS LSM'S AND THE NEW ORLEANS JAZZ MUSEUM'S PRIMARY SUPPORT PARTNER FOR COMMUNITY CONTRIBUTIONS AND GRANTS AND ALSO PROVIDES DIRECT PROGRAM DELIVERY IN PARTNERSHIP WITH LSM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $366,326 | ExpenseAmt |
| Grant | $230,729 | GrantAmt |
| Revenue | $2,509 | RevenueAmt |
| Desc | EXHIBITION SUPPORT: FUNDING AND SERVICES PROVIDED BY THE LMF HELPED MAKE POSSIBLE THE FOLLOWING EXHIBITIONS:I. AT THE CABILDO (JACKSON SQUARE NEW ORLEANS), THE MUSEUM OF LOUISIANA HISTORY, CULTURE AND ART, AN 18TH CENTURY NATIONAL HISTORIC LANDMARK THAT SERVED AS THE SEAT OF SPANISH COLONIAL LOUISIANA AND WAS THE SITE OF THE LOUISIANA PURCHASE TRANSFER IN 1803.1. "CHASING THE BUTTERFLY MAN: THE SEARCH FOR A LOST NEW ORLEANS CABINETMAKER 1810-1825", A GROUNDBREAKING EXHIBIT EXPLORING AN AREA OF NEGLECTED STUDIES OF ARTISTIC PRODUCTION IN THE ANTEBELLUM GULF SOUTH. THE INSPIRATION FOR THIS EXHIBITION CAME FROM THE DISCOVERY OF EIGHTEEN MAGNIFICENT ARMOIRES (C. 1810) SURVIVING TODAY THAT WERE MADE IN THE SAME FRENCH QUARTER WORKSHOP. EARLY TWENTIETH CENTURY COLLECTORS RECOGNIZED THE VIRTUOSITY OF THE WORK AND NAMED THE UNKNOWN MAKER THE BUTTERFLY MAN, FOR HIS REPETITIVE USE OF A DISTINCTIVE BUTTERFLY-SHAPED JOINT. THE EXHIBIT WAS A COMPREHENSIVE EXPLORATION OF THE BUTTERFLY MAN'S WORK AND CONTINUES THE SEARCH FOR HIS IDENTITY. THE LMF BROUGHT THE CONCEPT AND GUEST CURATOR TO THE LSM AND OPENED THE EXHIBITION AT ITS ANNUAL FOUNDERS BALL IN NOVEMBER 2019. THE LMF ALSO PUBLISHED THE EXHIBITION CATALOGUE WHICH RECEIVED COVERAGE IN THE NEW YORK TIMES BOOK REVIEW AND OTHER NATIONAL AND LOCAL PUBLICATIONS.2. "LE KER CREOLE (THE CREOLE HEART): RUNAWAY SLAVES, MUSIC, AND MEMORY IN LOUISIANA", AN EXHIBITION EXPLORING THE LEGACY OF THE LOUISIANA CREOLE LANGUAGE THROUGH THE HISTORICAL MEMORY OF JUAN SAN MALO, THE LEADER OF A COMMUNITY FOUNDED BY FORMER ENSLAVED PEOPLE IN THE 1780S AND CONTEMPORARY CREOLE MUSIC.3. "THE BARONESS DE PONTALBA AND THE RISE OF JACKSON SQUARE", A TRICENTENNIAL EXHIBITION RECOUNTING THE 18TH CENTURY CONTRIBUTIONS OF DON ANDRES ALMONESTER AND 19TH CENTURY CONTRIBUTIONS TO THE NEW ORLEANS LANDSCAPE OF HIS DAUGHTER, MICAELA ALMONESTER, BARONESS DE PONTALBA. THE EXHIBIT ENDED MID-FISCAL YEAR AND THE COSTS DOCUMENTED HERE RELATED TO ITS CLOSEOUT, INCLUDING THOSE FOR GUEST CURATOR EXPENSES AND SHIPPING OF ARTIFACTS ON LOAN BACK TO THE PONTALBA FAMILY IN FRANCE. THE LMF BROUGHT THE CONCEPT AND THE GUEST CURATOR TO THE LSM, BROKERED PONTALBA FAMILY INVOLVEMENT, AND OPENED THE EXHIBITION AT ITS INAUGURAL FOUNDERS BALL IN DECEMBER 2018.II. AT THE PRESBYTRE (JACKSON SQUARE NEW ORLEANS), THE MUSEUM OF MARDI GRAS ON THE SECOND FLOOR AND HURRICANES ON THE GROUND FLOOR, AN 18TH CENTURY NATIONAL HISTORIC LANDMARK, BUILT ON THE SITE OF THE FORMER RESIDENCE OF THE CAPUCHIN MONKS AND DESIGNED TO MATCH THE ICONIC CABILDO, FLANKING THE OTHER SIDE OF ST. LOUIS CATHEDRAL.1. "THE RIVER RUNS THROUGH", A LARGE SCALE SCULPTURE DEPICTING THE MISSISSIPPI RIVER AND INTERPRETING ITS VARIOUS SECTIONS, WAS INSTALLED ON THE EXTERIOR OF THE PRESBYTERE WITH FUNDING THROUGH LMF. THE "NEW" SCULPTURE WAS CREATED FROM REPURPOSED ELEMENTS OF THE CEILING-PIECE MADE OF GLASS BOTTLES AND HANDS ORIGINALLY INSTALLED IN THE PRESBYTERE'S FOYER TO WELCOME VISITORS TO THE LIVING WITH HURRICANES: KATRINA AND BEYOND EXHIBIT. 2. FROM FUNDING AND CONTRACT SERVICES PROVIDED THROUGH THE LMF, A CONSULTANT WAS ENGAGED TO CONDUCT A NEEDS AND OPPORTUNITIES STUDY TO RECOMMEND MAJOR UPDATES TO THE LIVING WITH HURRICANES: KATRINA AND BEYOND EXHIBITION. THIS EXHIBITION, WHICH OPENED IN 2010, COMBINES EYEWITNESS ACCOUNTS, HISTORICAL CONTEXT, IMMERSIVE ENVIRONMENTS AND IN-DEPTH SCIENTIFIC EXPLORATION SHOWING THE IMPACT OF HURRICANES KATRINA AND RITA. ORIGINALLY FUNDED THROUGH A $4-MILLION-DOLLAR FUNDRAISING CAMPAIGN CONDUCTED BY THE LMF, THE EXHIBITION IS NOW OVER 10 YEARS OLD AND IN NEED OF UPDATING. III. AT THE NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT (ESPLANADE AND THE RIVER, NEW ORLEANS FRENCH QUARTER) THE MUSEUM OF NEW ORLEANS JAZZ LOCATED IN THE HISTORICAL NEW ORLEANS OLD U.S. MINT (FRENCH: MONNAIE DE LA NOUVELLE-ORLEANS), A NATIONAL HISTORIC LANDMARK BUILDING THAT OPERATED A BRANCH OF THE UNITED STATES MINT FROM 1838 TO 1861 AND FROM 1879 TO 1909.1. "NEW ORLEANS MUSIC OBSERVED: THE ART OF NOEL ROCKMORE AND EMILIE RHYS", AN EXHIBITION OF PORTRAITS OF JAZZ MUSICIANS BY ACCLAIMED ARTISTS NOEL ROCKMORE AND EMILIE RHYS, PAIRED FOR THE FIRST TIME AND SUPPLEMENTED WITH RARELY-DISPLAYED HOLDINGS FROM THE NEW ORLEANS JAZZ MUSEUM.2. "ME GOT FIYO: THE PROFESSOR LONGHAIR CENTENNIAL", AN EXHIBITION CELEBRATING THE MOST BELOVED AND INFLUENTIAL PIANIST IN NEW ORLEANS HISTORY, HENRY ROLAND BYRD, MORE WIDELY KNOWN AS PROFESSOR LONGHAIR. THE EXHIBIT CHRONICLES PROFESSOR LONGHAIR'S ORIGINS AND DEVELOPMENT, FROM HIS EARLY HITS TO HIS 1970S COMEBACK, TO HIS UNTIMELY DEATH AND CONTINUED IMPACT ON MUSIC IN NEW ORLEANS.3. "DRUMSVILLE: EVOLUTION OF THE NEW ORLEANS BEAT", AN EXHIBITION EXPLORING THE ROLE OF PERCUSSION AND RHYTHM IN NEW ORLEANS AND HOW INNOVATIVE DRUMMERS FROM THE CRESCENT CITY ELEVATED THE DRUMMER'S ROLE IN MUSIC-MAKING AROUND THE PLANET. IV. AT THE LOUISIANA SPORTS HALL OF FAME AND NORTHWEST LOUISIANA HISTORY MUSEUM (FRONT STREET NATCHITOCHES), A COMBINATION OF TWO PREVIOUS NATCHITOCHES MUSEUMS, THE LOUISIANA SPORTS HALL OF FAME AND THE OLD COURTHOUSE MUSEUM. THE LOUISIANA SPORTS HALL OF FAME CELEBRATES ACCOMPLISHMENTS BY LOUISIANA ATHLETES, COACHES AND SPORTS STARS, WHILE THE NORTHWEST LOUISIANA HISTORY MUSEUM BRINGS 3,000 YEARS OF HISTORY FORWARD TO THE UNIQUE CULTURAL TRADITIONS THAT SURVIVE AND THRIVE IN THE REGION TODAY.1. "LUNKERS AND SPECKLEBELLIES: BASS FISHING AND WATERFOWL HUNTING IN LOUISIANA", AN EXHIBITION CAPTURING THE PASSIONS BEHIND TWO POPULAR PURSUITS IN LOUISIANA, BASS FISHING AND WATERFOWL HUNTING, MADE POSSIBLE THROUGH THE LMF WITH A DONATION FROM THE LOUISIANA SPORTS HALL OF FAME FOUNDATION.2. ALSO, THROUGH A DONATION FROM THE LOUISIANA SPORTS HALL OF FAME FOUNDATION, LMF PROVIDED FOR THE FABRICATION OF A BASEBALL MEMORABILIA DISPLAY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $158,158 | ExpenseAmt |
| Grant | $97,236 | GrantAmt |
| Revenue | $5,776 | RevenueAmt |
| Desc | COLLECTIONS SUPPORT: FUNDING AND SERVICES PROVIDED BY THE LMF HELPED MAKE POSSIBLE THE FOLLOWING COLLECTIONS PROJECTS:I. FOR THE NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT: 1. WITH PROCEEDS FROM AN INSTITUTE OF MUSEUM AND LIBRARY SERVICES GRANT, LMF CONTINUED TO PROVIDE FUNDING FOR A PROJECT TO FULLY CATALOGUE, DIGITIZE, AND DISSEMINATE RECORDINGS, DOCUMENTS AND IMAGES OF ARTIFACTS FROM THE MUSEUM'S VAST NEW ORLEANS JAZZ COLLECTION, WHICH INCLUDES MUSICAL INSTRUMENTS, TEXTILES/COSTUMES, PHOTOGRAPHS, PICTORIAL OBJECTS, EPHEMERA AND SHEET MUSIC.2. THROUGH PRIVATE DONATIONS AND A MAJOR GRANT FROM THE JAY PRITZKER FOUNDATION, LMF CONTINUED TO PROVIDE FUNDING TO KEEP THE LOUISIANA HISTORICAL CENTER AT THE OLD U.S. MINT OPEN FOR PUBLIC ACCESS. THE HISTORICAL CENTER INCLUDES DOCUMENTS AND ARCHIVES FROM THE JAZZ COLLECTION, AND MAPS, MANUSCRIPTS, AND OTHER RESEARCH MATERIALS PERTAINING TO LOUISIANA'S FOUNDING, COLONIAL TIMES, AND ENSUING PERIODS TO THE PRESENT. IN ACCORDANCE WITH THE TERMS OF THE PRITZKER GRANT, THE HISTORICAL CENTER'S READING ROOM WAS NAMED IN HONOR OF LSM JAZZ CURATOR EMERITUS DONALD M. MARQUIS.3. LMF FACILITATED THE REORGANIZATION OF SPACE AT THE OLD U.S. MINT BY ENABLING THE STORAGE OF SCIENCE AND TECHNOLOGY ARTIFACTS, THROUGH A GRANT FROM THE RUTH U. FERTEL FOUNDATION, TO CREATE SPACE FOR THE JAZZ MUSEUM EDUCATION CENTER, AND TO PURCHASE EDUCATION CENTER EQUIPMENT.I. FOR THE PRESBYTERE: 1. THROUGH VARIOUS PRIVATE DONATIONS, LMF EXECUTED AND PAID FOR CONSERVATION AGREEMENTS WITH EXPERT CONSERVATORS FOR THE CONSERVATION OF RARE COSTUMES AND RELATED ARTIFACTS FROM THE CARNIVAL COLLECTION FOR EVENTUAL DISPLAY IN THE "REX: THE 150TH ANNIVERSARY OF THE SCHOOL OF DESIGN" EXHIBITION, OPENING JANUARY 29, 2022 IN THE CHANGING EXHIBITS GALLERIES OF THE MUSEUM OF MARDI GRAS.2. THROUGH VARIOUS PRIVATE DONATIONS, LMF PROVIDED FOR THE PURCHASE OF RARE REX JEWELRY DESIGN SKETCHES FROM A PRIVATE COLLECTOR IN GERMANY. THE DRAWINGS ARE THE ORIGINAL SCHEMATICS OF SEVERAL PIECES IN THE MUSEUM'S CARNIVAL COLLECTION. THESE ITEMS WILL ALSO BE DISPLAYED IN THE 2022 REX EXHIBITION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $402,476 | ExpenseAmt |
| Grant | $255,179 | GrantAmt |
| Revenue | $40,068 | RevenueAmt |
| Desc | EDUCATIONAL & PUBLIC OUTREACH SUPPORT: FUNDING AND SERVICES PROVIDED BY THE LMF HELPED MAKE POSSIBLE THE FOLLOWING EDUCATIONAL AND PUBLIC OUTREACH PROGRAMMING: I. FOR THE CABILDO: 1. IN CONJUNCTION WITH THE BARONESS DE PONTALBA EXHIBITION, LMF FUNDED AND PRODUCED THE BARONESS UNDRESSED, A SERIES OF THEATRICAL PERFORMANCES HIGHLIGHTING THE LIFE OF MICAELA, BARONESS DE PONTALBA, AND FUNDED LETTERS READ: A NARRATIVE OF THE BARONESS DE PONTALBA, A LIVE READING OF COMPELLING LETTERS WEAVING TOGETHER THE LEGACY OF DON ANDRES ALMONESTER, HIS DAUGHTER MICAELA, AND THEIR DESCENDANTS, ORGANIZED BY THE LSM'S EDUCATION DEPARTMENT.2. IN CONJUNCTION WITH THE CHASING THE BUTTERFLY MAN EXHIBITION, THE LMF FUNDED AND ORGANIZED A ONE-DAY STUDY TOUR IN POINT COUPEE PARISH, INCLUDING MAISON CHENAL, A COMPLEX OF HISTORIC LOUISIANA STRUCTURES CONTAINING BUTTERFLY MAN AND OTHER PERIOD ARMOIRES AND DECORATIVE ARTS.3. THROUGH A GRANT FROM AHORA PHILANTHROPIES, THE LMF FUNDED ART CLASSES FOR OLDER ADULTS.4. THROUGH FACILITY USE DONATIONS, LMF PAID FOR ADVERTISING TO MARKET THE CABILDO AS A RENTAL SITE AND PURCHASED EQUIPMENT TO RENOVATE THE CABILDO'S CATERING KITCHEN FOR THE LSM'S AFTER HOURS FACILITY USE PROGRAM, A KEY LSM EARNED-INCOME ENTERPRISE, WITH A MAJOR DONATIONS COMPONENT ADMINISTERED BY THE LMF.II. FOR THE NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT: 1. THROUGH GRANTS AND COMMUNITY DONATIONS, THE LMF SUPPORTED VIRTUALLY ALL OF THE MUSEUM'S MUSICAL, EDUCATIONAL AND PUBLIC OUTREACH PROGRAMMING AND ENTERED INTO AGREEMENTS WITH MUSICIANS, PERFORMERS, CONSULTANTS AND INTERNS FOR THE MUSEUM'S PROGRAM PARTNERSHIP PROGRAMMING AND FOR MANY OF THE MUSEUM'S ACTIVITIES, INCLUDING INTERNATIONAL OUTREACH, THE MUSEUM'S ANNUAL JAZZ IMPROVISATIONS GALA, AND THE DOWNRIVER FEST (NOW CALLED NOLA RIVERFEST), WHICH IS THE MUSEUM'S LARGEST ANNUAL FESTIVAL AND WHICH CELEBRATES THE IMPACT OF THE MISSISSIPPI RIVER THROUGH LIVE MUSIC, FOOD AND EDUCATIONAL ACTIVITIES.2. THE LMF ALSO OPERATES THE CONCESSIONS DONATIONS PROGRAM FOR THE JAZZ MUSEUM'S THIRD FLOOR PERFORMANCE VENUE AND FOR CONCERTS AND FESTIVALS ON THE GROUNDS OF THE OLD U.S. MINT.3. THROUGH A GRANT FROM THE LOUIS ARMSTRONG EDUCATIONAL FOUNDATION, LMF ENGAGED MUSICAL EDUCATORS TO TEACH JAZZ ENSEMBLE MUSIC TO STUDENTS IN NEW ORLEANS PUBLIC SCHOOLS. 4. THROUGH A GRANT FROM AHORA PHILANTHROPIES, LMF FUNDED A DRUMMING WORKSHOP FOR OLDER ADULTS EXPLORING THE CULTURAL INFLUENCES ON LOCAL MUSIC, ORGANIZED BY THE LSM'S EDUCATION DEPARTMENT.III. FOR THE LOUISIANA SPORTS HALL OF FAME AND NORTHWEST LOUISIANA HISTORY MUSEUM:1. THROUGH FACILITY USE CONTRIBUTIONS, LMF PAID FOR ADVERTISING TO MARKET THE MUSEUM TO ATTRACT VISITATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $926,960 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL L BADILLA | PersonNm |
| Phone | 5045580493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CHARTRES ST 2ND FLOOR JACKSON | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SUSAN H MACLAY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $87,466 | $0 | $2,624 | |
| JOSEPH S BOLTON | ||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RALPH O BRENNAN | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| RICHARD BRENNAN JR | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| CAITLIN C BREWSTER | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| JOHANNAH BROWN | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| RYAN E BURKS | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| RENEE F CARRERE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARY L CAVANAUGH | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MURRAY A CALHOUN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| J STOREY CHARBONNET | ||||||
| DIRECTOR | 0.01 | $0 | $0 | $0 | Yes (X) | |
| DOROTHY M CLYNE | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| T SEMMES FAVROT | ||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |
| HOLLEY L HAAG | ||||||
| DIRECTOR | 0.01 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM H HINES | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| PHILIP HODGES | ||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |
| DIANE SUSTENDAL LABOUISSE | ||||||
| DIRECTOR | 0.25 | $0 | $0 | $0 | Yes (X) | |
| SETH A LEVINE | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| GROVER E MOUTON | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| PRENTISS C BUDDY PATRICK | ||||||
| DIRECTOR | 0.02 | $0 | $0 | $0 | Yes (X) | |
| J STEPHEN PERRY | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| KENNETH E PICKERING | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| TIA NOLAN RODDY | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| ALEXANDER A SHESHUNOFF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LLOYD N SHIELDS | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| JEREMY K SIMIEN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| PHILIP M WOOLLAM | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| BUSH M WRIGHTON | ||||||
| DIRECTOR | 0.05 | $0 | $0 | $0 | Yes (X) | |
| JULIE F BREITMEYER | ||||||
| MEMBER AT LARGE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN D EDMUNDSON | ||||||
| MEMBER AT LARGE | 1.25 | $0 | $0 | $0 | Yes (X) | |
| DANA M HANSEL | ||||||
| MEMBER AT LARGE | 0.30 | $0 | $0 | $0 | Yes (X) | |
| ANNE FLOWER REDD | ||||||
| MEMBER AT LARGE | 1.20 | $0 | $0 | $0 | Yes (X) | |
| THOMAS P WESTERVELT | ||||||
| MEMBER AT LARGE | 1.20 | $0 | $0 | $0 | Yes (X) | |
| MELISSA DOUGLASS STEINER | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| E TIFFANY ADLER | ||||||
| VICE PRESIDENT | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BENJAMIN A DUPUY | ||||||
| SECRETARY | 3.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH BALDWIN HEFLER | ||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $87,466 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $42,880 | MembershipDuesAmt |
| Fundraising | $220,415 | FundraisingAmt |
| Government Grants | $46,462 | GovernmentGrantsAmt |
| All Other Contributions | $459,701 | AllOtherContributionsAmt |
| Noncash Contributions | $56,590 | NoncashContributionsAmt |
| Total Contributions | $769,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM MANAGEMENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $48,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,353 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,115 | TotalRevenueColumnAmt |
| Exclusion | $75,115 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,996 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $141,894 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,898 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,898 | TotalRevenueColumnAmt |
| Exclusion | -$10,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,710 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $220,415 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,676 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,966 | TotalRevenueColumnAmt |
| Exclusion | -$59,966 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS/REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,080 | TotalRevenueColumnAmt |
| Exclusion | $3,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,080 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $825,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,353 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,144 | TotalAmt |
| Program Services | $583,144 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,091 | TotalAmt |
| Program Services | $66,479 | ProgramServicesAmt |
| Management And General | $9,257 | ManagementAndGeneralAmt |
| Fundraising | $14,355 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,185 | TotalAmt |
| Program Services | $153,981 | ProgramServicesAmt |
| Management And General | $20,204 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,998 | TotalAmt |
| Program Services | $2,566 | ProgramServicesAmt |
| Management And General | $432 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,297 | TotalAmt |
| Program Services | $15,992 | ProgramServicesAmt |
| Management And General | $2,238 | ManagementAndGeneralAmt |
| Fundraising | $1,067 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,100 | TotalAmt |
| Program Services | $15,825 | ProgramServicesAmt |
| Management And General | $5,275 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,586 | TotalAmt |
| Program Services | $19,586 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132 | TotalAmt |
| Program Services | $866 | ProgramServicesAmt |
| Management And General | $266 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,795 | TotalAmt |
| Program Services | $8,616 | ProgramServicesAmt |
| Management And General | $3,179 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811 | TotalAmt |
| Program Services | $1,293 | ProgramServicesAmt |
| Management And General | $518 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,600 | TotalAmt |
| Program Services | $6,600 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257 | TotalAmt |
| Program Services | $983 | ProgramServicesAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,670 | TotalAmt |
| Program Services | $2,136 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,064 | TotalAmt |
| Program Services | $2,276 | ProgramServicesAmt |
| Management And General | $788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER PROGRAM SUPPORT | $46,375 | $46,375 | |
| MISCELLANEOUS EXPENSE | $322 | $242 | $80 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,427 | TotalAmt |
| Program Services | $926,960 | ProgramServicesAmt |
| Management And General | $43,045 | ManagementAndGeneralAmt |
| Fundraising | $15,422 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,056 | BOYAmt |
| EOY | $421,776 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,258 | BOYAmt |
| EOY | $637,365 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,950 | BOYAmt |
| EOY | $231,833 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,664 | BOYAmt |
| EOY | $6,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,226 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,825 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,195 | BOYAmt |
| EOY | $14,401 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,670,443 | BOYAmt |
| EOY | $2,424,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,993,628 | BOYAmt |
| EOY | $3,736,040 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,850 | BOYAmt |
| EOY | $41,818 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $47,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,850 | BOYAmt |
| EOY | $89,218 | 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 | $1,149,598 | BOYAmt |
| EOY | $1,089,400 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796,180 | BOYAmt |
| EOY | $2,557,422 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,945,778 | BOYAmt |
| EOY | $3,646,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,993,628 | BOYAmt |
| EOY | $3,736,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$160,285 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$138,671 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $893,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $769,458 | CurrentTaxYearAmt |
| Total | $4,211,360 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $893,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $769,458 | CurrentTaxYearAmt |
| Total | $4,211,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $345,595 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,865,765 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,115 | CurrentTaxYearAmt |
| Total | $355,942 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $438,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,080 | CurrentTaxYearAmt |
| Total | $465,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,033,290 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $257,892 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78500 | 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 - 2015 AMOUNT: $ 14,766. SETTLEMENT INCOME - 2016 AMOUNT: $ 438,323. 2018 AMOUNT: $ 9,819. REFUNDS/REIMBURSEMENTS - 2019 AMOUNT: $ 3,080. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,495,065 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$94,317 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,587 | AdministrativeExpensesAmt |
| End Year Balance | $2,381,161 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,344,349 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $176,308 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $25,592 | AdministrativeExpensesAmt |
| End Year Balance | $2,495,065 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,143,280 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $224,681 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $23,612 | AdministrativeExpensesAmt |
| End Year Balance | $2,344,349 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,007,916 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156,043 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,679 | AdministrativeExpensesAmt |
| End Year Balance | $2,143,280 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,952,040 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,623 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,747 | AdministrativeExpensesAmt |
| End Year Balance | $2,007,916 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,825 | DepreciationAmt |
| Book Value | $14,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,401 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $711,971 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$138,671 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $45,086 | OtherRevenueAmt |
| Revenue Not Reported | -$93,585 | RevenueNotReportedAmt |
| Revenue Subtotal | $805,556 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,586 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,586 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $825,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,010,927 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,086 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,086 | ExpensesNotReportedAmt |
| Expenses Subtotal | $965,841 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,586 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,586 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $985,427 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE MUSEUM ENDOWMENT FUND WAS CREATED BY THE BOARD TO ACCUMULATE $3,000,000 FOR MUSEUM SUPPORT. REVENUE AND OTHER SUPPORT FOR THE FUND CONSIST OF CONTRIBUTIONS, INVESTMENT INCOME, AND TRANSFER OF EXCESS FUNDS FROM OTHER FUNDS WITHOUT RESTRICTIONS AS THE BOARD AUTHORIZES. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. ALL TAX RETURNS HAVE BEEN APPROPRIATELY FILED BY THE FOUNDATION. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION'S 2020 TAX RETURN HAS NOT BEEN FILED AS OF THE REPORT DATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES SEPARATELY STATED 45,086. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES SEPARATELY STATED 45,086. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOUNDERS BALL 2019 | Event1Nm |
| Gross Receipts Event1 | $262,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $220,415 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,710 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $42,014 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,753 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $36,252 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,157 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $262,125 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $220,415 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,710 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $42,014 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,753 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,252 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,157 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,676 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,966 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA STATE MUSEUM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2448 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 720807104 | RecipientEIN |
| Cash Grant | $583,144 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT THE CORE PROGRAMMING AREAS- COLLECTIONS, EXHIBITS AND EDUCATION AND OUTREACH- FOR THE MUSEUMS AND COLLECTIONS OF THE LOUISIANA STATE MUSEUM SYSTEM. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS/CERTIFICATES | 5 | $11,350 | FAIR MARKET VALUE |
| Yes (X) | JEWELRY | 1 | $7,800 | FAIR MARKET VALUE |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES ITEMS WERE CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION'S BYLAWS EMPOWER THE EXECUTIVE COMMITTEE TO MAKE BINDING ACTIONS ON BEHALF OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE REPORTS ALL DECISIONS MADE TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | BENJAMIN DUPUY AND THOMAS WESTERVELT HAVE A BUSINESS RELATIONSHIP. SETH LEVINE AND WILLIAM HINES HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS VOTING GENERAL, ORGANIZATIONAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING OF THE MEMBERSHIP, MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE VOTING GENERAL, ORGANIZATIONAL MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY THE ORGANIZATION'S CPA FIRM BASED ON INFORMATION PROVIDED TO THEM BY THE ORGANIZATION. ONCE COMPLETE, THE RETURN IS REVIEWED BY THE FINANCE MANAGER, EXECUTIVE DIRECTOR, AND THE BOARD TREASURER. AFTER ALL, IF ANY, QUESTIONS HAVE BEEN RESOLVED, THE RETURN IS SENT TO ALL MEMBERS OF THE FINANCE COMMITTEE AND THE BOARD FOR REVIEW BEFORE IT IS FILED. THE RETURN IS SIGNED BY THE EXECUTIVE DIRECTOR FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST PLEDGE FORM IS SIGNED ANNUALLY BY BOARD MEMBERS. ANY NOTED CONFLICTS CAUSE A MEMBER TO RECUSE HIMSELF/HERSELF FROM VOTING ON THE ISSUE(S) CAUSING CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION SUBMITS A CURRENT YEAR OPERATING BUDGET TO THE FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE HAS REVIEWED IT AND PROVIDED INPUT, THE ANNUAL BUDGET THEN GOES TO EITHER THE EXECUTIVE COMMITTEE OR TO THE FULL BOARD FOR REVIEW AND APPROVAL. IN THE ANNUAL BUDGET, THERE MAY BE A COST-OF-LIVING ALLOWANCE INCREASE IN SALARIES INCLUDED, TYPICALLY 1.5-3%, IF THE ORGANIZATION'S INCOME IS SUFFICIENT. AGAIN, ONLY IF THE ORGANIZATION'S INCOME IS SUFFICIENT, AND IF WARRANTED, THERE MAY BE ADDITIONAL INCREASES OR BONUSES. THE FINANCE COMMITTEE RESEARCHES COMPARATIVE SALARIES TO HELP DETERMINE AND SET COMPENSATION AMOUNTS. IF THE EXECUTIVE COMMITTEE APPROVES THE BUDGET, IT IS THEN PRESENTED TO THE FULL BOARD, THOUGH THE FULL BOARD DOES NOT NEED TO APPROVE THE BUDGET IF THE EXECUTIVE COMMITTEE HAS ALREADY DONE SO. IF INCREASES ARE BEING GRANTED, IT IS CLEARLY STATED IN THE PERTINENT BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATION IS AVAILABLE UPON REQUEST; IN ADDITION, THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. |
Comments