ARTIS-NAPLES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARTIS-NAPLES INC (EIN 59-2322926)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-03
- IRS object ID
- 202013089349301286
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T11:24:35-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592322926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTI | BusinessNameControlTxt |
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN VAN BERGEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2392542799 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN P CAIRNS CPA | PreparerPersonNm |
| PTIN | P00227652 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2020-10-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 16:33:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1182AAFBB19C83AF8D46BB5B2B624905D121B11 | 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 | KATHLEEN VAN BERGEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,888,546 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://ARTISNAPLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 431 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $649,162 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,376,681 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,029,336 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,648,770 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,364,044 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,435,538 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,572,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,022,800 | PYOtherRevenueAmt |
| CY Other Revenue | $942,292 | CYOtherRevenueAmt |
| PY Total Revenue | $42,483,789 | PYTotalRevenueAmt |
| CY Total Revenue | $36,907,887 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,242,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,423,552 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,050,373 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,233,598 | PYOtherExpensesAmt |
| CY Other Expenses | $15,701,416 | CYOtherExpensesAmt |
| PY Total Expenses | $32,509,794 | PYTotalExpensesAmt |
| CY Total Expenses | $31,140,968 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,973,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,766,919 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $180,887,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,568,895 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,268,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,561,246 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,618,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $171,007,649 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $9,278,534 | ExpenseAmt |
| Grant | $16,000 | GrantAmt |
| Revenue | $4,554,012 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING NAPLES PHILHARMONIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,059,904 | ExpenseAmt |
| Revenue | $9,474,092 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES PRESENTING AND EDUCATION ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,559,025 | ExpenseAmt |
| Revenue | $96,705 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING THE BAKER MUSEUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,897,463 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 213 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 431 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRE EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2395971111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5833 PELICAN BAY BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY K QUERRY | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT EDWARDS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R CAMPBELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C CURVEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAY H BAKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL E DOUGHERTY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R DROBIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA C FLEWELLING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN R EINHORN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W FISHER III | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EVANGELINE R HAARLOW | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANETTE MONTGOMERY EVERT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA H LIPMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERRI MOLL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J LEO MONTGOMERY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOIS D JULIBER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LIZA WONG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS TURNER | |||||||||
| DIRECTOR UNTIL DEC 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN J REMONDI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD GALANTE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI MILLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM S STAVROPOULOS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLY A STAYER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA TREES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY H UBBEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NOLAN BAIRD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH TOMPKINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GERALD LIPPES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NED C LAUTENBACH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| C MICHAEL ARMSTRONG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| R KERRY CLARK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY J WEYGANDT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN HEITHOFF | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDY ISTOCK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REBECCA LAMBERT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN ROWE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN VAN BERGEN | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $487,997 | $0 | $110,190 | ||||
| DIANNE SPONSELLER | |||||||||
| SECRETARY | 40.00 | Yes (X) | $92,301 | $0 | $19,342 | ||||
| PERRE EDWARDS | |||||||||
| TREASURER & CFO | 40.00 | Yes (X) | $230,102 | $0 | $16,530 | ||||
| DAVID FILNER | |||||||||
| VP OF ARTISTIC OPERATIONS | 40.00 | $234,640 | $0 | $75,432 | Yes (X) | ||||
| TIFFANY HECK WILCZEWSKI | |||||||||
| VP DEVELOPMENT (THROUGH 6/20) | 40.00 | $138,486 | $0 | $9,568 | Yes (X) | ||||
| ALEX PENA | |||||||||
| FACILITIES DIRECTOR | 40.00 | $111,869 | $0 | $4,418 | Yes (X) | ||||
| DENISE BEALIN | |||||||||
| SR MAJOR GIFT OFFICER (THROUGH 3/20) | 40.00 | $112,167 | $0 | $7,473 | Yes (X) | ||||
| TAMMY READ | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | $138,931 | $0 | $21,444 | Yes (X) | ||||
| ASHLEY MIRAKIAN | |||||||||
| VP MKT AND PATRON ENG (THROUGH 1/20) | 40.00 | $127,873 | $0 | $21,166 | Yes (X) | ||||
| FRANK VERPOORTEN | |||||||||
| BAKER MUSEUM DIR (THROUGH 12/19) | 40.00 | $164,715 | $0 | $19,710 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,839,081 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $305,273 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| MANHATTAN CONSTRUCTION | |||||
| 3705-1 WESTVIEW DR | NAPLES | FL | 34108 | CONSTRUCTION | $7,899,692 |
| ANGELICA TOUR | |||||
| 1501 BROADWAY 24TH FLOOR | NEW YORK | NY | 10036 | BROADWAY TOUR | $3,085,133 |
| WEISSMANFREDI | |||||
| 200 HUDSON FLOOR 10 | NEW YORK | NY | 10013 | ARCHITECT | $1,550,501 |
| LMSTOURING LLC | |||||
| 7135 MINSTREL WAY SUITE 105 | COLUMBIA | MD | 21045 | BROADWAY TOUR | $737,841 |
| FIDDLER TOURING LLC | |||||
| 7135 MINSTREL WAY SUITE 105 | COLUMBIA | MD | 21045 | BROADWAY TOUR | $714,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 47 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $781,191 | FundraisingAmt |
| Government Grants | $645,385 | GovernmentGrantsAmt |
| All Other Contributions | $12,602,760 | AllOtherContributionsAmt |
| Noncash Contributions | $952,512 | NoncashContributionsAmt |
| Total Contributions | $14,029,336 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESENTING & EDUCATION ACTIVITIES | 711300 | $9,474,092 | $9,474,092 |
| NAPLES PHILHARMONIC | 711300 | $4,554,012 | $4,554,012 |
| PROCESSING FEES | 900099 | $238,524 | $238,524 |
| THE BAKER MUSEUM | 711300 | $96,705 | $96,705 |
| CONTRACT SERVICES & PARTNERSHIPS | 900099 | $711 | $711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,364,044 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,136,715 | TotalRevenueColumnAmt |
| Exclusion | $2,136,715 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,024,620 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $784,180 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $240,440 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,440 | TotalRevenueColumnAmt |
| Exclusion | $240,440 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,059,627 | SecuritiesAmt |
| Other | $5,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,628,627 | SecuritiesAmt |
| Other | $500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,431,000 | SecuritiesAmt |
| Other | $4,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,435,500 | TotalRevenueColumnAmt |
| Exclusion | $5,435,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $130,720 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $781,191 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $313,953 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$183,233 | TotalRevenueColumnAmt |
| Exclusion | -$183,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $545,523 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $253,399 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $101,486 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM ADVERTISING | 541800 | $335,841 | $335,841 | |
| HALL RENTAL | 900099 | $211,835 | $211,835 | |
| MISCELLANEOUS INCOME | 900099 | $45,285 | $45,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $592,961 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,907,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,554,682 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $649,162 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,674,707 | 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 | $16,000 | TotalAmt |
| Program Services | $16,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,320 | TotalAmt |
| Program Services | $433,428 | ProgramServicesAmt |
| Management And General | $415,444 | ManagementAndGeneralAmt |
| Fundraising | $155,448 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,029,668 | TotalAmt |
| Program Services | $8,906,849 | ProgramServicesAmt |
| Management And General | $2,847,827 | ManagementAndGeneralAmt |
| Fundraising | $274,992 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,573 | TotalAmt |
| Program Services | $395,199 | ProgramServicesAmt |
| Management And General | $167,922 | ManagementAndGeneralAmt |
| Fundraising | $15,452 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,803 | TotalAmt |
| Program Services | $1,015,313 | ProgramServicesAmt |
| Management And General | -$120,649 | ManagementAndGeneralAmt |
| Fundraising | $59,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,188 | TotalAmt |
| Program Services | $608,426 | ProgramServicesAmt |
| Management And General | $212,102 | ManagementAndGeneralAmt |
| Fundraising | $36,660 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,849 | TotalAmt |
| Program Services | $36,684 | ProgramServicesAmt |
| Management And General | $132,165 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,309 | TotalAmt |
| Management And General | $62,309 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442 | TotalAmt |
| Management And General | $1,442 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,977,252 | TotalAmt |
| Program Services | $7,631,004 | ProgramServicesAmt |
| Management And General | $167,877 | ManagementAndGeneralAmt |
| Fundraising | $178,371 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,135 | TotalAmt |
| Program Services | $335,233 | ProgramServicesAmt |
| Management And General | $69,902 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,378 | TotalAmt |
| Program Services | $588,367 | ProgramServicesAmt |
| Management And General | $404,400 | ManagementAndGeneralAmt |
| Fundraising | $28,611 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,039 | TotalAmt |
| Program Services | $451,591 | ProgramServicesAmt |
| Management And General | $104,448 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,275 | TotalAmt |
| Program Services | $154,275 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,143 | TotalAmt |
| Program Services | $111,051 | ProgramServicesAmt |
| Management And General | $414,842 | ManagementAndGeneralAmt |
| Fundraising | $22,250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,588 | TotalAmt |
| Program Services | $464,730 | ProgramServicesAmt |
| Management And General | $25,323 | ManagementAndGeneralAmt |
| Fundraising | $73,535 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,446 | TotalAmt |
| Program Services | $39,399 | ProgramServicesAmt |
| Management And General | $54,818 | ManagementAndGeneralAmt |
| Fundraising | $8,229 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,195 | TotalAmt |
| Management And General | $5,195 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,547 | TotalAmt |
| Program Services | $1,811,547 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,184 | TotalAmt |
| Program Services | $631,364 | ProgramServicesAmt |
| Management And General | $2,820 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EXHIBIT COSTS | $635,552 | $635,340 | $212 | |
| ALL OTHER EXPENSES | $371,837 | $270,343 | $77,089 | $24,405 |
| PRINTING | $340,804 | $137,348 | $25,115 | $178,341 |
| RECEPTIONS | $339,504 | $223,972 | $95,270 | $20,262 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,937 | TotalAmt |
| Management And General | $1,937 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,140,968 | TotalAmt |
| Program Services | $24,897,463 | ProgramServicesAmt |
| Management And General | $5,193,132 | ManagementAndGeneralAmt |
| Fundraising | $1,050,373 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,690 | BOYAmt |
| EOY | $3,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,887,505 | BOYAmt |
| EOY | $7,388,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,043,699 | BOYAmt |
| EOY | $15,198,756 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,052 | BOYAmt |
| EOY | $6,782 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,539 | BOYAmt |
| EOY | $96,153 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,120 | BOYAmt |
| EOY | $974,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $98,198,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,477,251 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,816,337 | BOYAmt |
| EOY | $59,720,946 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,803,421 | BOYAmt |
| EOY | $110,104,610 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,209 | BOYAmt |
| EOY | $2,074,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,887,572 | BOYAmt |
| EOY | $195,568,895 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,004,630 | BOYAmt |
| EOY | $5,253,339 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,818,431 | BOYAmt |
| EOY | $3,697,681 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,124,790 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,381 | BOYAmt |
| EOY | $48,552 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,316 | BOYAmt |
| EOY | $3,436,884 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,268,758 | BOYAmt |
| EOY | $24,561,246 | 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 | $48,295,086 | BOYAmt |
| EOY | $52,960,186 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,323,728 | BOYAmt |
| EOY | $118,047,463 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,618,814 | BOYAmt |
| EOY | $171,007,649 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,887,572 | BOYAmt |
| EOY | $195,568,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,766,919 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,378,084 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,279,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,361,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,251,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,376,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,029,336 | CurrentTaxYearAmt |
| Total | $98,297,871 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,279,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,361,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,251,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,376,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,029,336 | CurrentTaxYearAmt |
| Total | $98,297,871 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,161,650 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,136,221 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,108,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,353,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,912,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,386,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,162,118 | CurrentTaxYearAmt |
| Total | $13,923,367 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $27,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,928 | CurrentTaxYearAmt |
| Total | $113,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $112,334,326 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $81,754,335 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2016 AMOUNT: $ 27,738. 2017 AMOUNT: $ 25,867. 2018 AMOUNT: $ 33,555. 2019 AMOUNT: $ 25,928. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,930,924 | BeginningYearBalanceAmt |
| Contributions | $857,562 | ContributionsAmt |
| Investment Earnings Or Losses | $3,842,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,818,211 | OtherExpendituresAmt |
| End Year Balance | $102,813,008 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,768,905 | BeginningYearBalanceAmt |
| Contributions | $3,471,179 | ContributionsAmt |
| Investment Earnings Or Losses | $6,856,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,165,969 | OtherExpendituresAmt |
| End Year Balance | $102,930,924 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,263,555 | BeginningYearBalanceAmt |
| Contributions | $6,371,440 | ContributionsAmt |
| Investment Earnings Or Losses | $9,651,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,517,357 | OtherExpendituresAmt |
| End Year Balance | $96,768,905 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,895,078 | BeginningYearBalanceAmt |
| Contributions | $15,277,506 | ContributionsAmt |
| Investment Earnings Or Losses | $11,111,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,020,781 | OtherExpendituresAmt |
| End Year Balance | $84,263,555 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,061,000 | BeginningYearBalanceAmt |
| Contributions | $4,033,715 | ContributionsAmt |
| Investment Earnings Or Losses | $597,567 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,797,204 | OtherExpendituresAmt |
| End Year Balance | $60,895,078 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.71160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,412,922 | OtherCostOrOtherBasisAmt |
| Book Value | $5,412,922 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,725,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,331,539 | DepreciationAmt |
| Book Value | $22,394,159 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $538,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $389,379 | DepreciationAmt |
| Book Value | $148,701 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,517,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,636,914 | DepreciationAmt |
| Book Value | $3,880,186 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,004,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,119,419 | DepreciationAmt |
| Book Value | $27,884,978 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $59,720,946 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RENTAL DEPOSITS | $42,863 |
| ANNUITY PAYMENT LIABILITY | $10,396 |
| GIFT CERTIFICATES | $327,317 |
| OTHER LIABILITIES | $3,056,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,436,884 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,877,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,378,084 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,351,697 | OtherRevenueAmt |
| Revenue Not Reported | -$2,026,387 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,903,387 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,500 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,500 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,907,887 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,488,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,347,032 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,347,032 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,140,968 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,140,968 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | ARTIS-NAPLES ACQUIRED $- AND $374,000 IN NEW WORKS OF ART DURING 2020 AND 2019, RESPECTIVELY. THERE WERE NO DONATIONS OF ART DURING THE YEAR ENDED JUNE 30, 2020. THERE WAS $421,000 IN DONATIONS OF ART TO ARTIS-NAPLES DURING THE YEAR ENDED JUNE 30, 2019. PURSUANT TO ARTIS-NAPLES POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES; NO VALUE IS REPORTED FOR THE CONTRIBUTION OF ART. MORE THAN 3,000 OBJECTS AND WORKS OF ART COMPRISE ARTIS-NAPLES'S COLLECTIONS, INCLUDING WORKS OF AMERICAN MODERNISM, MEXICAN MODERNISM, LATIN AMERICAN CONTEMPORARY, CONTEMPORARY ART OF THE AMERICAS, AND COLLECTION OF TWO AND THREE DIMENSIONAL OBJECTS SUCH AS PAINTINGS, WORKS ON PAPER, AND SCULPTURE, AS WELL AS A MINIATURES COLLECTION. |
| PART III, LINE 4: | MORE THAN 3,000 OBJECTS AND WORKS OF ART COMPRISE ARTIS-NAPLES'S COLLECTIONS, INCLUDING WORKS OF AMERICAN MODERNISM, MEXICAN MODERNISM, LATIN AMERICAN CONTEMPORARY, CONTEMPORARY ART OF THE AMERICAS, AND COLLECTION OF TWO AND THREE DIMENSIONAL OBJECTS SUCH AS PAINTINGS, WORKS ON PAPER, AND SCULPTURE, AS WELL AS A MINIATURES COLLECTION. |
| PART V, LINE 4: | THE EARNINGS ON ENDOWMENT FUNDS ARE TO BE USED FOR SUPPORT OF THE ORGANIZATION PROGRAMS AT A DRAW RATE OF 5% OF THE 12 QUARTER ROLLING AVERAGE AT 12/31 OF EACH YEAR. |
| PART X, LINE 2: | ARTIS-NAPLES HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. ARTIS-NAPLES HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ARTIS-NAPLES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 253,399. DIRECT FUNDRAISING EXPENSES 313,953. DIRECT RENTAL EXPENSES 784,180. FINANCIAL STATEMENT ROUNDING 165. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON SALE OF ASSETS 4,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 253,399. DIRECT FUNDRAISING EXPENSES 313,953. DIRECT RENTAL EXPENSES 784,180. GAIN ON SALE OF ASSETS -4,500. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2020 GALA | Event1Nm |
| Gross Receipts Event1 | $829,765 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $757,045 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,720 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $33,450 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $64,437 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $24,911 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $153,217 | OtherDirectExpensesEvent1Amt |
| Event2 | ARTIST STUDIO TOUR | Event2Nm |
| Gross Receipts Event2 | $22,050 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $610 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,440 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,638 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,690 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $37,275 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,675 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,600 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $20,242 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $6,363 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,423 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $889,090 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $779,330 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $109,760 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $33,450 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $88,317 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,274 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $168,330 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $321,371 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$211,611 | 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 | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $16,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOLARSHIP IS IN THE FORM OF TUITION ASSISTANCE AND IS MAILED DIRECTLY TO THE UNIVERSITY ON BEHALF OF THE SCHOLARSHIP RECIPIENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN VAN BERGEN | ||||||||||||||
| PRESIDENT & CEO | $407,457 | $0 | $80,000 | $0 | $540 | $0 | $100,000 | $0 | $10,190 | $0 | $598,187 | $0 | $0 | $0 |
| PERRE EDWARDS | ||||||||||||||
| TREASURER & CFO | $182,393 | $0 | $40,000 | $0 | $7,709 | $0 | $0 | $0 | $16,530 | $0 | $246,632 | $0 | $0 | $0 |
| DAVID FILNER | ||||||||||||||
| VP OF ARTISTIC OPERATIONS | $194,009 | $0 | $40,000 | $0 | $631 | $0 | $50,000 | $0 | $25,432 | $0 | $310,072 | $0 | $0 | $0 |
| TAMMY READ | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $123,379 | $0 | $15,000 | $0 | $552 | $0 | $0 | $0 | $21,444 | $0 | $160,375 | $0 | $0 | $0 |
| FRANK VERPOORTEN | ||||||||||||||
| BAKER MUSEUM DIR (THROUGH 12/19) | $164,350 | $0 | $0 | $0 | $365 | $0 | $0 | $0 | $19,710 | $0 | $184,425 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | KATHLEEN VAN BERGEN, CEO, RECEIVED BENEFIT OF $6,637 PAID BY THE ORGANIZATION FOR CLUB DUES AND FEES. |
| PART I, LINE 4A | FRANK VERPOORTEN, FORMER BAKER MUSEUM DIRECTOR AND CHIEF, LEFT IN JUNE 2019. HE RECEIVED 6 MONTHS SALARY OF $164,715 ; HE WORKED THROUGH JUNE 2019 AND WAS PAID THROUGH DECEMBER. ONE HALF OF THE AMOUNT LISTED IS SEVERANCE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $919,062 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED AUCTION ITEMS - SPRING GALA | Desc |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,450 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | THE THIRD PARTY, NORTHERN TRUST SELLS ALL STOCK GIFTS. |
| PART I, LINE 33: | PURSUANT TO ORGANIZATIONAL POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES, NO VALUE IS REPORTED FOR THE IN-KIND CONTRIBUTION OF ART - WHICH IS STANDARD FOR THE INDUSTRY THEREFORE NO CONTRIBUTIONS OF ARTWORK ARE INCLUDED IN REVENUES ON FORM 990 PART VIII. TTHERE WERE NO DONATIONS OF ART DURING THE YEAR ENDED JUNE 30, 2020. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IIII, LINE 1 | ARTIS-NAPLES IS UNIQUE AMONG NONPROFIT CULTURAL INSTITUTIONS NATIONWIDE, DEDICATED TO CREATING AND PRESENTING WORLD-CLASS VISUAL AND PERFORMING ARTS. WE INSPIRE, EDUCATE AND ENTERTAIN TO ENRICH OUR DIVERSE COMMUNITY. ARTIS-NAPLES, HOME TO THE BAKER MUSEUM AND THE NAPLES PHILHARMONIC, HOSTS MORE THAN 800 CONCERTS, PERFORMANCES, EXHIBITIONS AND EDUCATIONAL EVENTS FOR CHILDREN AND ADULTS FROM ALL BACKGROUNDS EACH YEAR. THESE EVENTS, BOTH PAID AND FREE, TAKE PLACE IN VENUES ACROSS OUR 8.5-ACRE KIMBERLY K. QUERREY AND LOUIS A. SIMPSON CULTURAL CAMPUS AND THROUGHOUT THE GREATER COMMUNITY. IN MARCH 2020, ARTIS-NAPLES SUSPENDED PROGRAMMING FOR THE REMAINDER OF THE SEASON AS A PRECAUTION DUE TO THE COVID-19 PANDEMIC. DURING THIS TIME, ONLINE CONTENT WAS OFFERED THROUGH DIGITAL PLATFORMS TO OFFER PATRONS OPPORTUNITIES TO STAY ENGAGED WITH THEIR FAVORITE DISCIPLINES AT ARTIS-NAPLES. THROUGH ARTIS-NAPLES AT HOME, ONLINE CONTENT AND PROGRAMMING WAS SHARED VIA THE ARTIS-NAPLES WEBSITE, REGULAR EMAIL COMMUNICATIONS, AND YOUTUBE AND SOCIAL MEDIA CHANNELS. HIGHLIGHTS INCLUDE STREAMED RECORDINGS OF SOME OF MUSIC DIRECTOR ANDREY BOREYKO'S FAVORITE NAPLES PHILHARMONIC PERFORMANCES, YOUTUBE CHANNELS WITH AT-HOME PERFORMANCES BY MUSICIANS OF THE NAPLES PHILHARMONIC AND NAPLES PHILHARMONIC YOUTH ENSEMBLES, EDUCATIONAL VIDEOS FROM THE BAKER MUSEUM'S ARTSMART AT HOME PROGRAM, SUMMER READING RECOMMENDATIONS AND REVIEWS FROM OUR LITERARY CRITIC ELAINE NEWTON AND ESSAYS FROM THE MUSEUM'S DIRECTOR OF CURATORIAL AFFAIRS, RANGSOOK YOON. ARTIS-NAPLES PROVIDES AN ARRAY OF OPPORTUNITIES FOR THE NOVICE OR SEASONED CULTURAL PATRON TO ENGAGE WITH THE ARTS. THIS INCLUSIVE APPROACH, UNDER THE GUIDANCE OF CEO AND PRESIDENT KATHLEEN VAN BERGEN AND MUSIC DIRECTOR ANDREY BOREYKO, RANGES FROM SINGLE PERFORMANCES TO SEASON-LONG, MULTI-DISCIPLINARY EXPERIENCES AND EXHIBITIONS, UNITED BY A SINGULAR THEME OR IDEA. FROM CLASSICAL TO JAZZ, FROM BALLET TO BROADWAY MUSICALS, ARTIS-NAPLES CREATES OR PRESENTS A VARIETY OF OFFERINGS AND GENRES INCLUDING ORCHESTRA, DANCE, CHAMBER MUSIC, EXHIBITIONS, PRESENTATIONS, LIFELONG LEARNING LECTURES, MASTER CLASSES AND SOCIAL EVENTS. IN 2017, ARTIS-NAPLES WELCOMED THE NAPLES INTERNATIONAL FILM FESTIVAL INTO ITS MULTI-DISCIPLINARY MISSION; NIFF CELEBRATED ITS 11TH ANNIVERSARY IN 2019 AND WAS NAMED A MOVIEMAKER TOP 25 COOLEST FESTIVALS IN THE WORLD. TYPICALLY, OUR CULTURAL CAMPUS WELCOMES OVER 300,000 VISITORS EACH YEAR AND IS CURRENTLY COMPRISED OF TWO PERFORMANCE HALLS (FRANCES PEW HAYES HALL AND MYRA J. DANIELS PAVILION), THE BAKER MUSEUM, THE TONI STABILE EDUCATION BUILDING AND KOHAN ADMINISTRATION BUILDING. FOLLOWING A REPAIR AND EXPANSION PROJECT, THE MUSEUM REOPENED TO THE PUBLIC IN DECEMBER 2019, WITH STUNNING EXHIBITIONS INCLUDING 100 ICONIC WORKS FROM THE PERMANENT COLLECTION AND MONET TO MATISSE: FRENCH MASTERWORKS FROM THE DIXON GALLERY AND GARDENS, AND LOOKING AT WORDS: A POETRY OF SHAPE, FROM THE COLLECTIONS OF JORDAN D. SCHNITZER AND HIS FAMILY FOUNDATION. THE BAKER MUSEUM EXPANSION, FEATURING NEW PERFORMANCE, EDUCATIONAL AND EVENT SPACES PLANS WILL OPEN LATE SUMMER OF 2020. |
| FORM 990, PART III, LINE 3 | COVID 19 FORCED CLOSURE OF CAMPUS STARTING THE EVENING OF MARCH 12, 2020. |
| PART IIII, LINE 4A | THE NAPLES PHILHARMONIC HAS LONG BEEN RECOGNIZED AS ONE OF THE CORNERSTONES OF SOUTHWEST FLORIDA'S ARTS COMMUNITY. IN THE 2014-15 SEASON, ANDREY BOREYKO ASSUMED THE TITLE OF MUSIC DIRECTOR AND CONTINUES TO SERVE IN THIS CAPACITY FOR ARTIS-NAPLES. BOREYKO IS INTERNATIONALLY RECOGNIZED AS ONE OF THE MOST EXCITING AND DYNAMIC CONDUCTORS WORKING TODAY. THIS APPOINTMENT, EXTENDED INTO 2020, MARKS HIS FIRST AMERICAN POST. THE NAPLES PHILHARMONIC PERFORMS OVER 140 ORCHESTRAL AND CHAMBER MUSIC CONCERTS, AS WELL AS OPERA AND BALLET, EDUCATION, COMMUNITY AND SPECIAL EVENT CONCERTS ANNUALLY BETWEEN SEPTEMBER AND JUNE IN THE 1477-SEAT HAYES HALL, THE 283-SEAT DANIELS PAVILION AND AROUND SOUTHWEST FLORIDA. THE NAPLES PHILHARMONIC WAS FOUNDED IN 1982 AS THE NAPLES-MARCO PHILHARMONIC AND, IN ITS FIRST SEASON, PERFORMED FOUR CONCERTS AS A CHAMBER ORCHESTRA. IN 1989, THE THEN-PHILHARMONIC CENTER FOR THE ARTS OPENED AS THE HOME OF NAPLES PHILHARMONIC, AND SINCE THEN, THE ENSEMBLE HAS GROWN IN SCOPE, SIZE AND ARTISTIC IMPACT. HIGHLIGHTS OF THE 2019-20 ORCHESTRAL SEASON INCLUDED A SEASON-LONG TRIBUTE TO BEETHOVEN MARKING THE 250TH ANNIVERSARY OF HIS BIRTH, FEATURING WORLD-RENOWNED GUEST PIANISTS INCLUDING EMANUEL AX, JEREMY DENK, AND ALEXANDRE KANTOROW. |
| PART IIII, LINE 4B | ARTIS-NAPLES HOSTS A ROBUST EDUCATION AND PRESENTING SEASON. THE 800-PLUS EVENTS AND OFFERINGS INCLUDE TOURING BROADWAY, A TREMENDOUS SET OF VISITING ORCHESTRAS, FANTASTIC EDUCATION AND LIFELONG LEARNING PROGRAMS, AS WELL AS PERFORMERS FROM THE WORLDS OF COMEDY, POP, THEATRE AND DANCE. WITH AN 8.5-ACRE CULTURAL CAMPUS, TWO PERFORMANCE HALLS, A MUSEUM AND A VARIETY OF SPACES FOR LEARNING AND LECTURING, ARTIS-NAPLES PRESENTS A BROAD RANGE OF MULTIDISCIPLINARY PROGRAMMING TO MATCH THE GROWING POPULATION AND INTERESTS IN SOUTHWEST FLORIDA. HIGHLIGHTS OF THE 2019-20 PERFORMANCE SEASON INCLUDED THE BROADWAY SMASH-HIT HAMILTON, CHICAGO SYMPHONY ORCHESTRA WITH MUSIC DIRECTOR RICCARDO MUTI, IN ITS SECOND YEAR OF A THREE-YEAR RESIDENCY AND PERFORMANCES BY LEGENDARY PERFORMERS THE BEACH BOYS, GLADYS KNIGHT, AND PAUL ANKA, AMONG OTHERS. THE EDUCATION AND COMMUNITY PARTNERSHIPS HIGHLIGHTS INCLUDED A CONTINUED RELATIONSHIP WITH COLLIER COUNTY PUBLIC SCHOOLS THROUGH THE PARTNERS IN EDUCATION PROGRAM OF THE KENNEDY CENTER. ARTIS-NAPLES ARTS EDUCATION PROGRAMS REACHED EVERY SCHOOL IN THE COUNTY IN THE 2019-20 SCHOOL YEAR. ADULT EDUCATION WELCOMES MORE THAN 7,000 LIFELONG LEARNERS TO LECTURES ON A VARIETY OF TOPICS RANGING FROM DANCE, MUSIC, ART AND LITERATURE. AND, IN OCTOBER 2019, ARTIS-NAPLES PRESENTED THE ANNUAL NAPLES INTERNATIONAL FILM FESTIVAL FOR THE THIRD TIME UNDER ITS UMBRELLA, WITH MORE THAN 50 FILMS SHOWN OVER FOUR DAYS. |
| PART IIII, LINE 4C | ESTABLISHED IN 2000, ARTIS-NAPLES, THE BAKER MUSEUM IS A FINE ART MUSEUM CURRENTLY HOUSING A PERMANENT COLLECTION OF OVER 3,500 OBJECTS AND ABOUT 35,000 SQUARE FEET OF INDOOR EXHIBITION SPACE, PLUS OUTDOOR SCULPTURE GARDENS THROUGHOUT THE CULTURAL CAMPUS. THE PERMANENT COLLECTION OF THE BAKER MUSEUM IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, SCHOLARSHIP, RESEARCH AND STEWARDSHIP IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. THE BAKER MUSEUM IS COMMITTED TO REDISCOVERING THE ESTABLISHED AND FULFILLING CURIOSITY FOR THE NEW. PAST AND FUTURE VISITS TO THE MUSEUM ARE AN EXPERIENCE IN SCALE AND INTIMACY FROM FAMED ARTS PATRON OLGA HIRSHHORN'S MOUSE HOUSE COLLECTION, FEATURING MORE THAN 200 DIMINUTIVE EXAMPLES OF INDIVIDUAL ARTISTIC STYLE BY MID- AND LATE-20TH-CENTURY MASTERS, TO THE MAJESTIC PRESENCE AND INSPIRING AWE OF DAWN'S FOREST, THE LAST AND LARGEST SCULPTURE INSTALLATION BY THE EMINENT AMERICAN ARTIST LOUISE NEVELSON. THE MUSEUM'S ROBUST EDUCATIONAL AND EXHIBITION CALENDAR FEATURES A COMBINATION OF EXHIBITIONS DRAWN FROM THE PERMANENT COLLECTION OF RECOGNIZED HOLDINGS OF MODERN AND CONTEMPORARY ART AND NOTED TRAVELING EXHIBITIONS. THE MUSEUM'S CURATORIAL TEAM CHAMPIONS THE WORK OF EMERGING AND MID-CAREER ARTISTS BY ORIGINATING EXHIBITIONS. THESE SHOWS OFTEN PROVIDE ARTISTS WITH THEIR FIRST AMERICAN MUSEUM EXPOSURE OR SOLO SHOW DEBUTS. WHEN THE MUSEUM REOPENED TO THE PUBLIC IN DECEMBER 2019 ALONG WITH A NEWLY DESIGNED OUTDOOR NORRIS GARDEN COURTYARD SPACE EXHIBITION HIGHLIGHTS ALSO INCLUDED COLOR FIELD, ORGANIZED BY CRYSTAL BRIDGES MUSEUM OF ART. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIRS OF THE ORGANIZATION'S COMMITTEES. THE EXECUTIVE COMMITTEE, PER THE BYLAWS, CAN ACT ON BEHALF OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE UPDATED IN APRIL 2020 CHANGING "CEO AND PRESIDENT" TO "CEO", THROUGHOUT THE DOCUMENT. ALSO, QUORUM REQUIREMENTS CHANGED FROM 15 MEMBERS TO 40%, TERM LIMITS FOR COMMITTEE CHAIRS WERE ADDED, THE STRUCTURE OF THE EXECUTIVE COMMITTEE WAS DETAILED, AND THE EXECUTIVE COMPENSATION COMMITTEE WAS ADDED AS A STANDING SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS THE PREPARED RETURN FOR ACCURACY AGAINST THE AUDITED FINANCIALS AND THE GENERAL LEDGER. THE CEO THEN REVIEWS THE DRAFT APPROVED BY THE CFO. ONCE THE CEO HAS APPROVED THE RETURN THE DRAFT IS SUBMITTED TO THE FINANCE /AUDIT COMMITTEE OF THE BOARD. THE DRAFT IS THEN SUBMITTED TO THE BOARD FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S POLICY STATES THAT "ANY EMPLOYEE WHO DISCOVERS AN EVENT OF QUESTIONABLE, FRAUDULENT OR ILLEGAL NATURE SHOULD IMMEDIATELY REPORT SUCH EVENT TO THE CEO OR HUMAN RESOURCES. THE COMPANY WILL PROTECT EMPLOYEES WHO REPORT IN GOOD FAITH WHAT THEY REASONABLY BELIEVE TO BE A VIOLATION OF STATE AND FEDERAL LAW OR CONDITIONS OR PRACTICES THAT WOULD PUT THE HEALTH OR SAFETY OF EMPLOYEES AT RISK. NO EMPLOYEE WILL BE DISCHARGED, THREATENED OR DISCRIMINATED AGAINST IN ANY MANNER FOR REPORTING WHAT THEY PERCEIVE AS WRONGDOING. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DOCUMENT CONFLICTS, IF ANY, ANNUALLY IN WRITING" |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION STUDY WAS PREPARED BY WILLIS, TOWERS AND WATSON FOR THE ORGANIZATION'S STAFF AND SENIOR LEADERSHIP IN 2018. THIS COMPENSATION STUDY WAS BASED ON NORMS AND OTHER RELEVANT DATA FOR EACH SUCH POSITION. CEO COMPENSATION WAS RESEARCHED BY AN INDEPENDENT CONSULTANT IN 2018, AND THIS INFORMATION WAS USED FOR CONTRACT NEGOTIATIONS FOR THE FISCAL YEAR STARTING 7/1/2018 AND IS STILL IN PLACE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTIST AND OTHER SERVICES: PROGRAM SERVICE EXPENSES 7,631,004. MANAGEMENT AND GENERAL EXPENSES 167,877. FUNDRAISING EXPENSES 178,371. TOTAL EXPENSES 7,977,252. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5551 RIDGEWOOD DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593739460 | EIN |
| Primary Activities | LESSOR OF COMMERCIAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $1,150,437 | TotalIncomeAmt |
| End Of Year Assets | $4,266,237 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTIS-NAPLES INC | BusinessNameLine1Txt |
Comments