FRANKLIN INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN INSTITUTE (EIN 23-1370501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202003119349301405
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T10:54:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231144520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAIT WELLER & BAKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH 16TH STREET SUITE 2900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231370501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKLIN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2154481200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH 20TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY DUBINSKI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2154481200 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY CULLEN | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 2159798800 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.239.110.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 10:54:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FAABE2C940A09A3E5856F6F4172EC7420B2C308A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARRY DUBINSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH 20TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,788,837 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FI.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1824 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | IN THE SPIRIT OF INQUIRY AND DISCOVERY EMBODIED BY BENJAMIN FRANKLIN, THE MISSION OF THE FRANKLIN INSTITUTE IS TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 441 | TotalEmployeeCnt |
| Total Volunteers | 1746 | TotalVolunteersCnt |
| Total Gross UBI | $228,181 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $116,895 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,109,742 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,743,110 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,924,802 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,145,314 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,474,442 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,971,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $666,665 | PYOtherRevenueAmt |
| CY Other Revenue | $848,470 | CYOtherRevenueAmt |
| PY Total Revenue | $40,175,651 | PYTotalRevenueAmt |
| CY Total Revenue | $47,708,877 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $310,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,606,350 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,158,479 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $211,229 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $145,995 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,377,061 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,832,376 | PYOtherExpensesAmt |
| CY Other Expenses | $24,058,427 | CYOtherExpensesAmt |
| PY Total Expenses | $38,959,955 | PYTotalExpensesAmt |
| CY Total Expenses | $41,662,901 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,215,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,045,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,099,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,266,350 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,620,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,565,710 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,478,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $150,700,640 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN THE SPIRIT OF INQUIRY AND DISCOVERY EMBODIED BY BENJAMIN FRANKLIN, THE MISSION OF THE FRANKLIN INSTITUTE IS TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,972,471 | ExpenseAmt |
| Revenue | $4,591,647 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS, SERVICES & GRANTS: COMPLETING ITS 27TH YEAR IN 2019, THE PARTNERS FOR ACHIEVING CAREERS IN TECHNOLOGY AND SCIENCE (PACTS) PROGRAM IS ONE OF THE REGION'S OLDEST AND MOST COMPREHENSIVE SCIENCE IMMERSION PROGRAMS FOR DIVERSE URBAN HIGH SCHOOL STUDENTS. PACTS SERVED 90 STUDENTS FROM AREA PUBLIC SCHOOLS DURING THE 2018-2019 SCHOOL YEAR. IN ITS EIGHTH YEAR, THE INSTITUTE'S STEM SCHOLARS PROGRAM, A CONCENTRATED PROGRAM OF HIGH SCHOOL STUDENTS WHO SHOW HIGH INTEREST IN AND APTITUDE FOR STEM FIELDS, SERVED 73 STUDENTS. PACTS AND STEM SCHOLARS PROVIDE STUDENTS WITH ACCESS TO STEM PROFESSIONALS, AS WELL AS COLLEGE EDUCATIONAL PROGRAMS AND SERVICES, APPLICATION AND FINANCIAL AID COUNSELING, EXPOSURE TO STEM CAREERS, AND ANNUAL ROBOTICS PROGRAMS. THESE TWO PROGRAMS DELIVER UNIQUE STEM PROGRAMMING TO A DIVERSE AUDIENCE. THE FRANKLIN INSTITUTE HELPED 200 PARTNERS TO REACH 50,000 PEOPLE IN NEIGHBORHOODS ACROSS THE CITY WITH HANDS-ON WORKSHOPS AND DEMONSTRATIONS IN ITS NINTH YEAR IN 2019. THE FRANKLIN INSTITUTE ALSO DEVELOPS MODEL PROGRAMS IN SCIENCE LEARNING FOR THE K-12 EDUCATION COMMUNITY THAT ARE DELIVERED BOTH INSIDE AND OUTSIDE THE MUSEUM WALLS, INCLUDING THE LEAP INTO SCIENCE PROGRAM THAT COMBINED ALPHABETICAL LITERACY WITH SCIENTIFIC LITERACY FOR MORE THAN 700 EDUCATORS WHO ENGAGED MORE THAN 10,000 CHILDREN AND CAREGIVERS IN 12 STATES IN 2019. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,167,792 | ExpenseAmt |
| Revenue | $20,597,139 | RevenueAmt |
| Desc | MUSEUM ADMISSIONS & OPERATIONS: AS THE MOST-VISITED MUSEUM IN THE COMMONWEALTH AND A TOP-FIVE TOURIST DESTINATION IN THE CITY OF PHILADELPHIA, THE FRANKLIN INSITITUTE SERVES AS BOTH A PROMINENT EDUCATION AND CULTURAL RESOURCE, AND AS AN ANCHOR OF THE LOCAL ECONOMY. IN 2019, THE INSTITUTE WELCOMED 809,000 VISITORS TO THE MUSEUM, INCLUDING 32,000 CHILDREN WHO CAME FOR FREE AND 168,000 MORE AT A DEEPLY REDUCED COST VIA OUR ACCESS PROGRAM. THE FRANKLIN INSTITUTE'S LONGSTANDING REPUTATION HELPS TO ELEVATE THE COMMONWEALTH AND THE CITY OF PHILADELPHIA AS MODELS FOR CULTURAL AND INFORMAL EDUCATIONAL EXCELLENCE. THE INSTITUTE WELCOMES VISITORS OF ALL AGES TO EXPLORE SCIENCE IN INTERACTIVE EXHIBITS AND PUBLIC PROGRAMS. THE INSTITUTE REMAINS FULLY COMMITTED TO PROVIDING AN EXCEPTIONAL EXPERIENCE FOR ITS MANY VISITORS AND INCREASING SERVICE TO ITS AUDIENCE, EXTENDING THE INSTITUTE'S MISSION - TO INSPIRE A PASSION FOR LEARNING ABOUT SCIENCE AND TECHNOLOGY TO CHILDREN AND FAMILIES THROUGHOUT GREATER PHILADELPHIA, REGARDLESS OF MEANS, REMAINS, AS ALWAYS, AT THE HEART OF ITS PRIORITIES. IT DOES THIS THROUGH OUTSTANDING EXHIBITS AND MANY EDUCATION AND OUTREACH PROGRAMS, ESPECIALLY THOSE FOR UNDER-RESOURCED YOUTH AND FAMILIES SUCH AS COMMUNITY NIGHT AND THE PHILADELPHIA SCIENCE FESTIVAL. DURING THE 2019 CALENDAR YEAR, NEARLY 1,746 PEOPLE VOLUNTEERED 71,829 HOURS OF THEIR TIME AT THE INSTITUTE. FROM WORKING AT THE BRAIN BAR ON THE FLOOR TO STAFFING THE PHILADELPHIA SCIENCE FESTIVAL TO WORKING BEHIND THE SCENES TO CATALOG ITEMS IN THE ARCHIVES, THE INSTITUTE'S VOLUNTEERS PROVIDE VALUABLE ASSISTANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,155,564 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Revenue | $956,685 | RevenueAmt |
| Desc | FRANKLIN INSTITUTE AWARDS & OTHER PROJECTS FOR NEARLY TWO CENTURIES THE FRANKLIN INSTITUTE AWARDS PROGRAM HAS RECOGNIZED OUTSTANDING ACHIEVEMENTS IN SCIENCE AND TECHNOLOGY, CELEBRATED THE PURSUIT OF EXCELLENCE, AND PROVIDED DYNAMIC CONNECTIONS BETWEEN THE INSTITUTE AND THE ACADEMIC, SCIENTIFIC, AND BUSINESS COMMUNITIES. ON APRIL 11, FRANKLIN INSTITUTE AWARDS CEREMONY AND DINNER WAS THE CULMINATION OF A FULL WEEK OF INSPIRIING EVENTS. AWARDS WEEK, WHICH BEGAN THE MONDAY BEFORE THE AWARDS CEREMONY AND DINNER, INCLUDED A SERIES OF PUBLIC SYMPOSIA AND LECTURES THAT PROVIDED OPPORTUNITIES FOR THE DISTINGUISHED LAUREATES TO SHARE THEIR DISCOVERIES, EXPERIENCES, AND VIEWS WITH PUBLIC AUDIENCES.THE JOURNAL OF THE FRANKLIN INSTITUTE, THE SECOND OLDEST SCHOLARLY JOURNAL IN CONTINUOUS PUBLICATION IN THE UNITED STATES, HAS INCREASED THE VOLUME OF ARTICLES PER ISSUE, AS WELL AS THE READERSHIP. ALL 194 YEARS OF THE JOURNAL ARE AVAILABLE ONLINE THROUGH LIBRARIES AND RESEARCH INSTITUTIONS.THE INSTITUTE HAS LONG BEEN A LEADER IN PROVIDING PROFESSIONAL DEVELOPMENT OFFERINGS FOR TEACHERS THROUGHOUT THE REGION AND IN 2019 SERVED 3,470 EDUCATORS. WHILE TEACHERS MAY ONLY HAVE ONE OPPORTUNITY TO BRING THEIR STUDENTS TO THE MUSEUM EACH YEAR, THE FRANKLIN INSTITUTE'S WEALTH OF EDUCATOR RESOURCES AND WORKSHOPS ENABLES TEACHERS TO BRING THE SPARK FOR HANDS-ON SCIENCE INTERACTION INTO THEIR DAILY LESSONS. THE INSTITUTE'S PROFESSIONAL DEVELOPMENT PROGRAMS BUILD TEACHERS' CONFIDENCE, AND HELP THEM TO ALIGN CLASSROOM EDUCATION WITH NATIONALLY MANDATED STANDARDS AND WITH INQUIRY-BASED LEARNING ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,831,232 | ExpenseAmt |
| Desc | INTEREST AND DEPRECIATION EXPENSE NOT INCLUDED ABOVE.INTEREST $388,903DEPRECIATION $5,442,329 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,831,232 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $35,127,059 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 153 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 441 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | K SIOBHAN KEEFE | PersonNm |
| Phone | 2154481200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N 2OTH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LARRY DUBINSKI | ||||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | Yes (X) | $539,576 | $0 | $45,916 | ||
| DONALD E MOREL JR PHD | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDRA K BALDINO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL F BARRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICK BAYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WADE H BERRETTINI MD PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE BODA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE B BOOTH PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PIERRE BRONDEAU | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD E CALLAGHAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HALLEE ADELMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER K CLASSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNIE DUKE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS FRANKLIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C FORMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN T FRIES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS FRALIC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONI GARRISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH H GEMMILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD J GREEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRETE GREENACRE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A GREENAWALT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HENRIQUES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES E JENSEN MD FACP | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E KELLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE LEVITT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARISSE R LILLIE ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA M LUBERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LYNCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA GUSTADT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIRIAM G MANDELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA G MARSHALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER MCISAAC | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S MCMENAMIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL OFFIT MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| QUENTIN ROACH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN SAMSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL INNOCENZO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN N STERN ESQ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA ANANIA STEWART | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W VAGUE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIZ VIEIRA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE WEBB | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TINA WELLS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD L YOH III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN ZIMMER MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE DARRELL L CLARKE | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM R HITE | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE JAMES F KENNEY | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE TOM WOLF | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD F JONES | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN ABRAMOWICZ | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM CARAMANICO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OTIS HACKNEY III | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CJ TAYLOR | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSHA R PERELMAN | ||||||||
| TRUSTEE, EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J AVERY | ||||||||
| TRUSTEE, EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A UNRUH | ||||||||
| TRUSTEE, EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SINGER | ||||||||
| TRUSTEE, EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT AMATULLI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN BRENNAN-MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL HAMILTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| K SIOBHAN KEEFE | ||||||||
| SVP & CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $227,206 | $0 | $21,658 | |||
| MARK MILLS | ||||||||
| VP OF EXTERNAL AFFAIRS | 37.50 | Yes (X) | $204,652 | $0 | $19,071 | |||
| RICHARD RABENA | ||||||||
| SVP OF OPERATIONS | 37.50 | $224,072 | $0 | $33,767 | Yes (X) | |||
| DARRYL WILLIAMS | ||||||||
| SVP OF SCIENCE & EDUCATION | 37.50 | $236,958 | $0 | $21,168 | Yes (X) | |||
| JULIE APPOLLONI | ||||||||
| VP OF STRATEGIC INITIATIVES | 30.00 | $175,162 | $0 | $7,882 | Yes (X) | |||
| CHRIS RIZZO | ||||||||
| VP OF BUSINESS OPERATIONS | 37.50 | $156,789 | $0 | $34,345 | Yes (X) | |||
| INEZ LANKENAU | ||||||||
| VP OF HUMAN RESOURCES | 37.50 | $177,735 | $0 | $34,258 | Yes (X) | |||
| ABIGAIL BYSSHE | ||||||||
| VP OF EXPERIENCES AND BUS. DEV. | 37.50 | $154,509 | $0 | $18,021 | Yes (X) | |||
| ERIN ARMSTRONG | ||||||||
| VP MKT COMM. & DIGITAL MEDIA | 37.50 | $189,268 | $0 | $16,772 | Yes (X) | |||
| LOIS SWITKEN | ||||||||
| DIRECTOR OF SALES AND CATERING | 37.50 | $127,450 | $0 | $12,840 | Yes (X) | |||
| MARCELLA GENEROSE | ||||||||
| DIRECTOR OF DONOR RELATIONS | 37.50 | $111,119 | $0 | $13,831 | Yes (X) | |||
| JOY MONTEFUSCO | ||||||||
| DIRECTOR OF DIGITAL EDITORIAL | 37.50 | $111,401 | $0 | $22,630 | Yes (X) | |||
| CASEY SATELL | ||||||||
| DIR OF INSTITUTIONAL GIVING | 37.50 | $124,780 | $0 | $18,823 | Yes (X) | |||
| ANDREW KITAEFF | ||||||||
| DIR, MAJOR & PRINCIPAL GIFTS | 37.50 | $159,295 | $0 | $4,337 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,919,972 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITH GROUP JJR INC | |||||
| 1700 NEW YORK AVENUE NW SUITE 100 | WASHINGTON | DC | 20006 | ARCHITECTURAL & ENGINEERING | $1,844,286 |
| MAYO SEITZ MEDIA INC | |||||
| 751 ARBOR WAY SUITE 130 | BLUE BELL | PA | 19422 | MEDIA CONSULTATION & PLACEMENT | $997,642 |
| ABM INDUSTRY GROUPS LLC | |||||
| PO BOX 419860 | BOSTON | MA | 02241 | JANITORIAL | $850,097 |
| FROG COMMISSARY CATERING | |||||
| 222 N 2OTH STREET | PHILADELPHIA | PA | 19103 | CATERING & FOOD SERVICE | $785,121 |
| UNIVERSAL PROTECTION SVC LP | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $774,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,380 | MembershipDuesAmt |
| Fundraising | $698,707 | FundraisingAmt |
| Government Grants | $53,843 | GovernmentGrantsAmt |
| All Other Contributions | $17,989,180 | AllOtherContributionsAmt |
| Noncash Contributions | $915,995 | NoncashContributionsAmt |
| Total Contributions | $18,743,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MUSEUM ADMISSIONS | 900099 | $13,344,006 | $13,344,006 | |
| ANCILLARY ACTIVITIES | 900099 | $4,065,897 | $3,837,716 | $228,181 |
| MEMBERSHIPS | 900099 | $3,187,080 | $3,187,080 | |
| EDUCATIONAL PROGRAMS & SERVICES | 900099 | $2,302,999 | $2,302,999 | |
| GRANTS | 900099 | $2,288,647 | $2,288,647 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $956,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $956,685 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,145,314 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,322,803 | TotalRevenueColumnAmt |
| Exclusion | $1,322,803 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,172 | TotalRevenueColumnAmt |
| Exclusion | $325,172 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $616,159 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $616,159 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616,159 | TotalRevenueColumnAmt |
| Exclusion | $616,159 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,366,579 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,717,399 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $649,180 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $649,180 | TotalRevenueColumnAmt |
| Exclusion | $649,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $239,679 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $698,707 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $362,561 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,882 | TotalRevenueColumnAmt |
| Exclusion | -$122,882 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,021 | TotalRevenueColumnAmt |
| Exclusion | $30,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,708,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,917,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $228,181 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,820,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $300,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,542,022 | TotalAmt |
| Program Services | $1,724,656 | ProgramServicesAmt |
| Management And General | $117,314 | ManagementAndGeneralAmt |
| Fundraising | $700,052 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,688,323 | TotalAmt |
| Program Services | $8,469,387 | ProgramServicesAmt |
| Management And General | $1,618,452 | ManagementAndGeneralAmt |
| Fundraising | $600,484 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,539 | TotalAmt |
| Program Services | $450,439 | ProgramServicesAmt |
| Management And General | $77,779 | ManagementAndGeneralAmt |
| Fundraising | $56,321 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,415,151 | TotalAmt |
| Program Services | $1,467,555 | ProgramServicesAmt |
| Management And General | $802,653 | ManagementAndGeneralAmt |
| Fundraising | $144,943 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,444 | TotalAmt |
| Program Services | $715,447 | ProgramServicesAmt |
| Management And General | $123,540 | ManagementAndGeneralAmt |
| Fundraising | $89,457 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,747 | TotalAmt |
| Management And General | $141,747 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,016 | TotalAmt |
| Management And General | $76,016 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,300 | TotalAmt |
| Fundraising | $105,300 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,995 | TotalAmt |
| Fundraising | $145,995 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,960,797 | TotalAmt |
| Program Services | $4,410,304 | ProgramServicesAmt |
| Management And General | $550,493 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,533 | TotalAmt |
| Program Services | $1,635,236 | ProgramServicesAmt |
| Management And General | $14,147 | ManagementAndGeneralAmt |
| Fundraising | $6,150 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,407 | TotalAmt |
| Program Services | $506,476 | ProgramServicesAmt |
| Management And General | $88,196 | ManagementAndGeneralAmt |
| Fundraising | $119,735 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,931 | TotalAmt |
| Program Services | $294,937 | ProgramServicesAmt |
| Fundraising | $39,994 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,235 | TotalAmt |
| Program Services | $303,235 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,375 | TotalAmt |
| Program Services | $2,525,975 | ProgramServicesAmt |
| Fundraising | $9,400 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,537 | TotalAmt |
| Program Services | $556,490 | ProgramServicesAmt |
| Management And General | $69,366 | ManagementAndGeneralAmt |
| Fundraising | $29,681 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,419 | TotalAmt |
| Program Services | $52,693 | ProgramServicesAmt |
| Management And General | $13,696 | ManagementAndGeneralAmt |
| Fundraising | $8,030 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,085 | TotalAmt |
| Program Services | $403,085 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,442,329 | TotalAmt |
| Program Services | $5,442,329 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,262 | TotalAmt |
| Program Services | $468,514 | ProgramServicesAmt |
| Management And General | $38,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM AND EXHIBIT SUP | $4,181,163 | $4,181,163 | ||
| MISCELLANEOUS | $827,014 | $533,021 | $227,831 | $66,162 |
| EVENT EXPENSES | $381,242 | $359,882 | $21,360 | |
| CULTIVATION AND FULFILL | $269,662 | $24,701 | $18,007 | $226,954 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,373 | TotalAmt |
| Program Services | $301,534 | ProgramServicesAmt |
| Management And General | $159,436 | ManagementAndGeneralAmt |
| Fundraising | $28,403 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,662,901 | TotalAmt |
| Program Services | $35,127,059 | ProgramServicesAmt |
| Management And General | $4,158,781 | ManagementAndGeneralAmt |
| Fundraising | $2,377,061 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,872,426 | BOYAmt |
| EOY | $5,355,737 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,297,437 | BOYAmt |
| EOY | $16,025,263 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,482 | BOYAmt |
| EOY | $1,123,548 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,898 | BOYAmt |
| EOY | $1,067,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,821,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,779,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,350,406 | BOYAmt |
| EOY | $72,042,039 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,816,481 | BOYAmt |
| EOY | $54,587,166 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,141,988 | BOYAmt |
| EOY | $15,938,836 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,544 | BOYAmt |
| EOY | $30,544 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $95,588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,099,662 | BOYAmt |
| EOY | $166,266,350 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,736,315 | BOYAmt |
| EOY | $5,681,587 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,420,430 | BOYAmt |
| EOY | $1,434,844 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,464,037 | BOYAmt |
| EOY | $8,449,279 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,620,782 | BOYAmt |
| EOY | $15,565,710 | 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 | $76,822,288 | BOYAmt |
| EOY | $74,866,195 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,656,592 | BOYAmt |
| EOY | $75,834,445 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,478,880 | BOYAmt |
| EOY | $150,700,640 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,099,662 | BOYAmt |
| EOY | $166,266,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,045,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,326,664 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$150,880 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,912,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,846,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,502,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,109,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,743,110 | CurrentTaxYearAmt |
| Total | $57,113,765 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,912,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,846,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,502,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,109,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,743,110 | CurrentTaxYearAmt |
| Total | $57,113,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,985,024 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,128,741 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,805,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,884,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,085,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,994,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,264,134 | CurrentTaxYearAmt |
| Total | $10,034,368 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,895 | CurrentTaxYearAmt |
| Total | $571,314 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $369,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $269,700 | CurrentTaxYearAmt |
| Total | $1,572,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,291,953 | TotalSupportAmt |
| Public Support CY170 | 0.53580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60450 | 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 | GROSS INCOME FROM FUNDRAISING - 2015 AMOUNT: $ 177,368. 2016 AMOUNT: $ 281,781. 2017 AMOUNT: $ 402,407. 2018 AMOUNT: $ 341,717. 2019 AMOUNT: $ 239,679. FOTO FANTASY COIN PRESS ETC - 2016 AMOUNT: $ 33,243. 2017 AMOUNT: $ 38,806. 2018 AMOUNT: $ 27,484. 2019 AMOUNT: $ 30,021. | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,300 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,300 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,567,601 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,662,901 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $95,300 | CurrentYearAmt |
| Total | $95,300 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,816,481 | BeginningYearBalanceAmt |
| Contributions | $1,432,384 | ContributionsAmt |
| Investment Earnings Or Losses | $9,456,725 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,118,425 | OtherExpendituresAmt |
| End Year Balance | $54,587,165 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,661,667 | BeginningYearBalanceAmt |
| Contributions | $1,747,767 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,934,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $500,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,158,591 | OtherExpendituresAmt |
| End Year Balance | $44,816,481 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,759,403 | BeginningYearBalanceAmt |
| Contributions | $4,430,760 | ContributionsAmt |
| Investment Earnings Or Losses | $6,965,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,493,911 | OtherExpendituresAmt |
| End Year Balance | $47,661,667 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,991,412 | BeginningYearBalanceAmt |
| Contributions | $159,537 | ContributionsAmt |
| Investment Earnings Or Losses | $2,649,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,040,586 | OtherExpendituresAmt |
| End Year Balance | $37,759,403 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,156,270 | BeginningYearBalanceAmt |
| Contributions | $145,456 | ContributionsAmt |
| Investment Earnings Or Losses | $269,566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,579,880 | OtherExpendituresAmt |
| End Year Balance | $36,991,412 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18590 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,303,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,271,980 | DepreciationAmt |
| Book Value | $51,031,202 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,705,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,130,929 | DepreciationAmt |
| Book Value | $1,574,203 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,812,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,376,238 | DepreciationAmt |
| Book Value | $7,436,634 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,042,039 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $15,860,308 | F |
| BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITIES | $78,528 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,938,836 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $57,327,658 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,326,664 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $46,959 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $245,158 | OtherRevenueAmt |
| Revenue Not Reported | $9,618,781 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,708,877 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,708,877 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,105,898 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $46,959 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $396,038 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $442,997 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,662,901 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $41,662,901 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTION ASSETS OF THE INSTITUTE HAVE NOT BEEN CAPITALIZED NOR RECOGNIZED. COLLECTION ITEMS ARE HELD AS HISTORICAL TREASURES AND ARE UNDER THE STEWARDSHIP OF THE INSTITUTE ACTING THROUGH ITS PRESIDENT AND CURATORIAL STAFF. THE COST OF CURRENT COLLECTION ADDITIONS TO EXHIBITS, BOOKS AND SCIENTIFIC LITERATURE IS CHARGED TO EXPENSE. A PORTION OF SUCH COST MAY BE REIMBURSED BY DESIGNATED CONTRIBUTED FUNDS AND INCOME OF NET ASSETS WITH DONOR RESTRICTIONS. |
| PART III, LINE 4: | THE HISTORICAL AND INTERPRETIVE COLLECTIONS OF THE FRANKLIN INSTITUTE ARE ORGANIZED INTO THREE TYPES OF HOLDINGS: MUSEUM, ARCHIVES AND LIBRARY. THEY EACH PLAY AN INSTRUMENTAL ROLE IN EDUCATIONAL AND PUBLIC PROGRAMMING THROUGH PERMANENT AND TEMPORARY GALLERY EXHIBITIONS; DEVELOPMENT INITIATIVES; OUTREACH, MARKETING AND PROMOTIONAL ACTIVITIES; AND INTERNET-BASED PRESENTATIONS. |
| PART V, LINE 4: | SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS SUPPORT A VARIETY OF THE FRANKLIN INSTITUTE'S ACTIVITIES BASED UPON ORIGINAL DONOR INTENT. ACTIVITIES SUPPORTED INCLUDE THE FOLLOWING: AWARDS PROGRAM, LIBRARY, CURATORIAL AND COLLECTIONS, MUSEUM PROGRAMS, SUBSIDIZED ADMISSION TO THE SCIENCE MUSEUM AND GENERAL OPERATIONS. |
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2016-2018) OR THOSE EXPECTED TO BE TAKEN IN THE INSTITUTE'S 2019 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSES 362,561. NET UNREALIZED LOSS ON INTEREST RATE SWAP -23,243. NET ACTUARIAL LOSS ON DEFINED BENEFIT RETIREMENT PLAN -94,160. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT DIRECT EXPENSES 378,561. LOSS ON DISPOSAL OF ASSETS SHOWN AS EXPENSE ON FINANCIAL STATEMENTS 11,519. ITEM POSTED FROM EXPENSE TO BALANCE SHEET TIMING DIFFERENCE 5,958. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | TRAVEL TO AND FROM REGION | $18,574 |
| NORTH AMERICA | 0 | 0 | TRAVEL TO AND FROM REGION | $1,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $20,470 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,470 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FRANKLIN INSTITUTE AWARDS ONE INDIVIDUAL WITH THE BOWER AWARD AND PRIZE FOR ACHIEVEMENT IN SCIENCE EACH YEAR. THE AWARD WINNER IS CHOSEN BY THE COMMITTEE ON SCIENCE AND THE ARTS, FOLLOWING A FORMAL NOMINATION AND DELIBERATION PERIOD. THE PRIZE MONEY AWARDED IS NOT A GRANT, SO MONITORING OF USE OF FUNDS IS NOT REQUIRED OR APPROPRIATE. THE INSTITUTE PROVIDES HONORARIUM PAYMENTS TO THE OTHER BENJAMIN FRANKLIN MEDALISTS, WITH THE EXCEPTION OF THE BOWER AWARD FOR BUSINESS LEADERSHIP. THE AWARD WINNERS ARE CHOSEN BY THE COMMITTEE ON SCIENCE AND THE ARTS FOLLOWING A FORMAL NOMINATION AND DELIBERATION PERIOD. THE HONORARIUM PAYMENTS AWARDED ARE NOT GRANTS, SO MONITORING OF USE OF FUNDS IS NOT REQUIRED OR APPROPRIATE. |
| PART III ACCOUNTING METHOD: |
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 | MAE DANILLER & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3724 JEFFERSON SUITE 302 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING - DIRECT MAIL/EMAIL SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $429,290 | GrossReceiptsAmt |
| Retained By Contractor | $457,757 | RetainedByContractorAmt |
| Net To Organization | -$28,467 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $429,290 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $457,757 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$28,467 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FRANKLIN AWARDS | Event1Nm |
| Gross Receipts Event1 | $938,386 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $698,707 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $239,679 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $173,422 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $189,139 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $938,386 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $698,707 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $239,679 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $173,422 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $189,139 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $362,561 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$122,882 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BOWER LAUREATE HONORARIUM | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $300,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE PROVIDES HONORARIUM PAYMENTS TO THE OTHER BENJAMIN FRANKLIN MEDALISTS, WITH THE EXCEPTION OF THE BOWER AWARD FOR BUSINESS LEADERSHIP. THE AWARD WINNERS ARE CHOSEN BY THE COMMITTEE ON SCIENCE AND THE ARTS FOLLOWING A FORMAL NOMINATION AND DELIBERATION PERIOD. THE HONORARIUM PAYMENTS AWARDED ARE NOT GRANTS, SO MONITORING OF USE OF FUNDS IS NOT REQUIRED OR APPROPRIATE. THE 2019 $250K BOWER PRIZE RECIPIENT OPTED TO HAVE THEIR PRIZE DONATED TO VARIOUS CHARITIES OF THEIR CHOOSING. ONE OF THE BENJAMIN FRANKLIN MEDALISTS DECLINED THEIR $10,000 CASH PRIZE, AND THE FUNDS WERE RETURNED TO THE ENDOWMENT FOR USE FOR FUTURE MEDALISTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY DUBINSKI | ||||||||||||||
| PRESIDENT & CEO | $395,888 | $0 | $131,585 | $0 | $12,103 | $0 | $17,890 | $0 | $28,026 | $0 | $585,492 | $0 | $0 | $0 |
| K SIOBHAN KEEFE | ||||||||||||||
| SVP & CHIEF FINANCIAL OFFICER | $200,292 | $0 | $25,858 | $0 | $1,056 | $0 | $12,005 | $0 | $9,653 | $0 | $248,864 | $0 | $0 | $0 |
| MARK MILLS | ||||||||||||||
| VP OF EXTERNAL AFFAIRS | $150,168 | $0 | $21,630 | $0 | $32,854 | $0 | $9,010 | $0 | $10,061 | $0 | $223,723 | $0 | $0 | $0 |
| RICHARD RABENA | ||||||||||||||
| SVP OF OPERATIONS | $186,052 | $0 | $34,816 | $0 | $3,204 | $0 | $11,395 | $0 | $22,372 | $0 | $257,839 | $0 | $0 | $0 |
| DARRYL WILLIAMS | ||||||||||||||
| SVP OF SCIENCE & EDUCATION | $213,398 | $0 | $22,300 | $0 | $1,260 | $0 | $11,515 | $0 | $9,653 | $0 | $258,126 | $0 | $0 | $0 |
| JULIE APPOLLONI | ||||||||||||||
| VP OF STRATEGIC INITIATIVES | $126,215 | $0 | $48,788 | $0 | $159 | $0 | $7,573 | $0 | $309 | $0 | $183,044 | $0 | $0 | $0 |
| CHRIS RIZZO | ||||||||||||||
| VP OF BUSINESS OPERATIONS | $146,519 | $0 | $10,000 | $0 | $270 | $0 | $8,866 | $0 | $25,479 | $0 | $191,134 | $0 | $0 | $0 |
| INEZ LANKENAU | ||||||||||||||
| VP OF HUMAN RESOURCES | $160,140 | $0 | $17,325 | $0 | $270 | $0 | $7,769 | $0 | $26,489 | $0 | $211,993 | $0 | $0 | $0 |
| ABIGAIL BYSSHE | ||||||||||||||
| VP OF EXPERIENCES AND BUS. DEV. | $144,350 | $0 | $10,000 | $0 | $159 | $0 | $8,686 | $0 | $9,335 | $0 | $172,530 | $0 | $0 | $0 |
| ERIN ARMSTRONG | ||||||||||||||
| VP MKT COMM. & DIGITAL MEDIA | $171,591 | $0 | $17,263 | $0 | $414 | $0 | $7,119 | $0 | $9,653 | $0 | $206,040 | $0 | $0 | $0 |
| ANDREW KITAEFF | ||||||||||||||
| DIR, MAJOR & PRINCIPAL GIFTS | $159,127 | $0 | $0 | $0 | $168 | $0 | $3,731 | $0 | $606 | $0 | $163,632 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DURING 2019, THE FRANKLIN INSTITUTE PROVIDED MEMBERSHIP IN THE UNION LEAGUE OF PHILADELPHIA AND THE FITLER CLUB FOR THE PRESIDENT AND CEO. THE MEMBERSHIPS ARE PRINCIPALLY FOR BUSINESS PURPOSES. |
| PART I, LINE 3 | THE FRANKLIN INSTITUTE PAID SEVERANCE IN THE AMOUNT OF $32,688 TO THE VP OF EXTERNAL AFFAIRS IN 2019. |
| PART I, LINE 7 | REFER TO SCHEDULE O, DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A AND 15B, PROCESS USED TO DETERMINE EXECUTIVE COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232237287 | BondIssuerEIN |
| CUSIP | 717818QG8 | CUSIPNum |
| Bond Issued | 2006-03-22 | BondIssuedDt |
| Issue Price | $14,095,000 | IssuePriceAmt |
| Purpose | REFINANCED DEBT, FUNDING FOR PRIOR CAPITAL PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,580,000 | RetiredAmt |
| Total Proceeds | $14,265,843 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $206,552 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $5,358 | CreditEnhancementAmt |
| Unspent | $14,058,055 | UnspentAmt |
| Substantial Completion | 1990 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WELLS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF TINA WELLS, TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $34,210 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $915,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FRANKLIN INSTITUTE UTILIZES A BROKER TO IMMEDIATELY SELL ANY GIFTS OF SECURITIES UPON RECEIPT OF THE GIFT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL FORMAN HAS A BUSINESS RELATIONSHIP WITH RICHARD VAGUE AND IRA LUBERT. PIERRE BRONDEAU HAS A BUSINESS RELATIONSHIP WITH THOMAS LYNCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DRAFT FORM 990, AND APPROVES THE FORM 990 PRIOR TO IT BEING FILED WITH THE IRS. AND, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FRANKLIN INSTITUTE BOARD MEMBERS AND SENIOR MANAGEMENT STAFF COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM WHICH INCLUDES ACKNOWLEDGING RECEIPT OF, AND FAMILIARITY WITH, THE INSTITUTE'S CODE OF CONDUCT AND ETHICS POLICY. IN ADDITION, ALL EMPLOYEES RECEIVE THE CODE OF CONDUCT AND ETHICS POLICY APPROVED BY THE BOARD OF TRUSTEES. THE SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER REVIEWS THE COMPLETED ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES AND PROVIDES A SUMMARY FOR REVIEW BY THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | KEY EMPLOYEES AND OFFICERS OF THE FRANKLIN INSITUTE IN 2019 INCLUDED THE FOLLOWING INDIVIDUALS: LARRY DUBINSKI, PRESIDENT AND CEO SIOBHAN KEEFE, CHIEF FINANCIAL OFFICER & TREASURER MARK MILLS, VICE PRESIDENT OF EXTERNAL AFFAIRS & SECRETARY ERIN ARMSTRONG, VICE PRESIDENT OF MARKETING, COMMUNICATIONS, DIGITAL MEDIA & SECRETARY RICHARD RABENA, SENIOR VICE PRESIDENT OF OPERATIONS DARRYL WILLIAMS, SENIOR VICE PRESIDENT OF SCIENCE & EDUCATION INEZ LANKENAU, VICE PRESIDENT OF HUMAN RESOURCES JULIE APPOLLONI, VICE PRESIDENT OF STRATEGIC INITIATIVES CHRIS RIZZO, VICE PRESIDENT OF BUSINESS OPERATIONS ABIGAIL BYSSHE, VICE PRESIDENT OF EXPERIENCES & BUSINESS DEVELOPMENT THE PROCESS THE FRANKLIN INSTITUTE USES TO ESTABLISH COMPENSAITON FOR OFFICERS AND KEY EMPLOYEES INCLUDES A COMPLETE REVIEW OF EXECUTIVE COMPENSATION LEVELS BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE FRANKLIN INSTITUTE. THE REVIEW IS BASED ON A MARKET ANALYSIS PREPARED BY A COMPENSATION CONSULTING FIRM USING PUBLISHED COMPENSATION SURVEYS FOR BOTH NOT-FOR-PROFIT AND FOR-PROFIT ORGANIZATIONS COMPARABLE IN SIZE TO THE FRANKLIN INSTITUTE. COMPENSATION DECISIONS ARE MADE ON TWO LEVELS: RECOMMENDATIONS ARE MADE BY THE PRESIDENT AND CEO TO THE COMPENSATION COMMITTEE FOR APPROVAL OF ACTIONS REGARDING THE COMPENSATION OF SENIOR VICE PRESIDENTS AND VICE PRESIDENTS. THE COMPENSATION COMMITTEE DEVELOPS RECOMMENDATIONS FOR THE PRESIDENT AND CEO'S COMPENSATION AND REFERS ITS RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FRANKLIN INSTITUTE'S FORM 990 IS POSTED ANNUALLY ON GUIDESTAR.ORG. THE FRANKLIN INSTITUTE PUBLISHES AN ANNUAL REPORT, WHICH INCLUDES THE AUDITED STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS AND THE AUDITED STATEMENT OF FINANCIAL POSITION. THE FRANKLIN INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING & OTHER: PROGRAM SERVICE EXPENSES 4,410,304. MANAGEMENT AND GENERAL EXPENSES 550,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,960,797. |
| FORM 990, PART XI, LINE 9: | NET UNREALIZED LOSS ON INTEREST RATE SWAP -23,243. NET ACTUARIAL LOSS ON DEFINED BENEFIT RETIREMENT PLAN -94,160. LOSS ON DISPOSAL OF ASSETS SHOWN AS EXPENSE ON FINANCIAL STATEMENTS -11,519. ITEM POSTED FROM EXPENSE TO BALANCE SHEET TIMING DIFFERENCE -5,958. IN-KIND EVENT EXPENSES NOT INCLUDED IN PART VIII -16,000. |