INDIANA STATE MUSEUM FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INDIANA STATE MUSEUM FOUNDATION INC (EIN 35-6202818)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201901359349305940
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T12:02:12-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356202818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3172339910PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHRYN C FERREEPersonNm
Person TitleCEO/PRESIDENTPersonTitleTxt
Phone3172321637PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2019-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.79.19IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm10:04:08IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBBDC66540045C57DF7301DCF6EDAFB3C14A56A71AtSubmissionCreationDeviceId
At Submission Filing Device IdBBDC66540045C57DF7301DCF6EDAFB3C14A56A71AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITESBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Principal OfficerCATHRYN C FERREEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,949,429GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.IN.GOV/ISMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSUEM AND HISTORIC SITES IN ITS OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers185TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,669,481PYContributionsGrantsAmt
CY Contributions Grants$2,370,741CYContributionsGrantsAmt
PY Program Service Revenue$56,325PYProgramServiceRevenueAmt
CY Program Service Revenue$34,275CYProgramServiceRevenueAmt
PY Investment Income$137,829PYInvestmentIncomeAmt
CY Investment Income$186,834CYInvestmentIncomeAmt
PY Other Revenue$162,271PYOtherRevenueAmt
CY Other Revenue$28,032CYOtherRevenueAmt
PY Total Revenue$3,025,906PYTotalRevenueAmt
CY Total Revenue$2,619,882CYTotalRevenueAmt
PY Grants And Similar Paid$3,926,861PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,015,066CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,680CYTotalFundraisingExpenseAmt
PY Other Expenses$215,152PYOtherExpensesAmt
CY Other Expenses$36,623CYOtherExpensesAmt
PY Total Expenses$4,142,013PYTotalExpensesAmt
CY Total Expenses$4,051,689CYTotalExpensesAmt
PY Revenues Less Expenses-$1,116,107PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,431,807CYRevenuesLessExpensesAmt
Total Assets BOY$9,933,640TotalAssetsBOYAmt
Total Assets EOY$8,530,833TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$101,364TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,933,640NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,429,469NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSUEM AND HISTORIC SITES WITH THE OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,019,128ExpenseAmt
Grant$4,015,066GrantAmt
Revenue$34,275RevenueAmt
DescTHE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE INDIANA STATE MUSEUM AND HISTORIC SITES. THE SUPPORT PROMOTES EXHIBITIONS AND EDUCATIONAL PROGRAMS HIGHLIGHTING CULTURAL HISTORY, NATURAL HISTORY, ART, AND SCIENCE.Desc
Total Program Service Expenses$4,019,128TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRISHNA HEYWARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3172342721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
WILLIAM BROWNE JR
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
ANDREW DAHLEM
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
ELIZABETH WITTE
SECRETARY5.00Yes (X)Yes (X)$0$0$0
ANDREW BRIGGS
TREASURER10.00Yes (X)Yes (X)$0$0$0
CATHRYN C FERREE
CEO/PRESIDENT10.00Yes (X)$0$190,988$030.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$190,988TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$307,718MembershipDuesAmt
Fundraising$18,875FundraisingAmt
All Other Contributions$2,044,148AllOtherContributionsAmt
Noncash Contributions$22,538NoncashContributionsAmt
Total Contributions$2,370,741TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescLINCOLN LICENSE PLATESDesc
Business713990BusinessCd
Total Revenue Column$34,275TotalRevenueColumnAmt
Related Or Exempt Func Income$34,275RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$34,275TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,612TotalRevenueColumnAmt
Exclusion$90,612ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$388,356SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$292,134SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$96,222SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,222TotalRevenueColumnAmt
Exclusion$96,222ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$65,445FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$18,875ContriRptFundraisingEventAmt
Fundraising Direct Expenses$37,413FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,032TotalRevenueColumnAmt
Exclusion$28,032ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,619,882TotalRevenueColumnAmt
Related Or Exempt Func Income$34,275RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$214,866ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,015,066TotalAmt
Program Services$4,015,066ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$20,881TotalAmt
Management And General$20,881ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
DEVELOPMENT EXPENSE$11,680$11,680
RESTRICTED PROJECTS$4,062$4,062

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,051,689TotalAmt
Program Services$4,019,128ProgramServicesAmt
Management And General$20,881ManagementAndGeneralAmt
Fundraising$11,680FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,596,304BOYAmt
EOY$3,853,238EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,480,803BOYAmt
EOY$1,568,802EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,724,756BOYAmt
EOY$3,007,429EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$131,777BOYAmt
EOY$101,364EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,933,640BOYAmt
EOY$8,530,833EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$101,364EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$101,364EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,198,632BOYAmt
EOY$1,280,474EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,953,088BOYAmt
EOY$6,367,075EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$781,920BOYAmt
EOY$781,920EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,933,640BOYAmt
EOY$8,429,469EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,933,640BOYAmt
EOY$8,530,833EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,431,807ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$59,413NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$131,777PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,624,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,388,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,108,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,669,481CurrentTaxYearMinus1YearAmt
Current Tax Year$2,370,741CurrentTaxYearAmt
Total$22,162,086TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$186,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$313,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$282,075CurrentTaxYearMinus1YearAmt
Current Tax Year$99,720CurrentTaxYearAmt
Total$1,034,495TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,811,137CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,541,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,422,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,951,556CurrentTaxYearMinus1YearAmt
Current Tax Year$2,470,461CurrentTaxYearAmt
Total$23,196,581TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,020,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$4,143,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,020,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$4,143,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$19,053,581PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,452CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,760CurrentTaxYearMinus1YearAmt
Current Tax Year$90,612CurrentTaxYearAmt
Total$372,667TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,452CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,760CurrentTaxYearMinus1YearAmt
Current Tax Year$90,612CurrentTaxYearAmt
Total$372,667TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,863,972CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,602,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,501,016CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,040,316CurrentTaxYearMinus1YearAmt
Current Tax Year$2,561,073CurrentTaxYearAmt
Total$23,569,248TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80840PublicSupportCY509Pct
Public Support PY5090.81270PublicSupportPY509Pct
Investment Income CY0.01580InvestmentIncomeCYPct
Investment Income PY0.01290InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,775,366BeginningYearBalanceAmt
Contributions$36,350ContributionsAmt
Investment Earnings Or Losses$246,247InvestmentEarningsOrLossesAmt
Administrative Expenses$20,881AdministrativeExpensesAmt
End Year Balance$3,037,082EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,184,197BeginningYearBalanceAmt
Contributions$302,965ContributionsAmt
Investment Earnings Or Losses$305,986InvestmentEarningsOrLossesAmt
Administrative Expenses$17,782AdministrativeExpensesAmt
End Year Balance$2,775,366EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,421,898BeginningYearBalanceAmt
Contributions$707,107ContributionsAmt
Investment Earnings Or Losses$68,279InvestmentEarningsOrLossesAmt
Administrative Expenses$13,087AdministrativeExpensesAmt
End Year Balance$2,184,197EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,391,756BeginningYearBalanceAmt
Contributions$6,973ContributionsAmt
Investment Earnings Or Losses$34,616InvestmentEarningsOrLossesAmt
Administrative Expenses$11,447AdministrativeExpensesAmt
End Year Balance$1,421,898EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,157,825BeginningYearBalanceAmt
Contributions$23,562ContributionsAmt
Investment Earnings Or Losses$220,108InvestmentEarningsOrLossesAmt
Administrative Expenses$9,739AdministrativeExpensesAmt
End Year Balance$1,391,756EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07030BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92980PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFFERED REVENUE - BENEFICIAL INTEREST IN TRUSTDesc
Amt$101,364Amt
FieldValueIRS element (for citing)
Total Liability$101,364TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,658,414TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$59,413NetUnrealizedGainsInvstAmt
Revenue Not Reported$59,413RevenueNotReportedAmt
Revenue Subtotal$2,599,001RevenueSubtotalAmt
Investment Expenses Not Incld$20,881InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$20,881RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,619,882TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,742TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,742ExpensesSubtotalAmt
Investment Expenses Not Incld2$20,881InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$4,015,066OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,035,947ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,051,689TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationTRANSFER OF CASH TO INDIANA STATE MUSEUM AND HISTORIC SITES 4,015,066.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL TRIBUTEEvent1Nm
Gross Receipts Event1$84,320GrossReceiptsEvent1Amt
Charitable Contri Event1$18,875CharitableContriEvent1Amt
Gross Revenue Event1$65,445GrossRevenueEvent1Amt
Other Direct Expenses Event1$37,413OtherDirectExpensesEvent1Amt
Gross Receipts Total$84,320GrossReceiptsTotalAmt
Charitable Contributions Tot$18,875CharitableContributionsTotAmt
Gross Revenue Total Events$65,445GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$37,413OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,413DirectExpenseSummaryEventsAmt
Net Income Summary$28,032NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Recipient EIN452282284RecipientEIN
IRC SectionGOVERNMENTALIRCSectionDesc
Cash Grant$4,015,066CashGrantAmt
Purpose Of GrantSUPPORT OF INDIANA STATE MUSEUM AND HISTORIC SITESPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT FUNDS WERE AWARDED ONLY TO INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION, A RELATED ORGANIZATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCATHRYN C FERREEPersonNm
TitleCEO/PRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$190,988CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$190,988TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT AND FINANCE COMMITTEE REVIEWS THE FORM 990. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. ADDITIONALLY, THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD OF INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST FORMS ARE COMPLETED BY THE ENTIRE BOARD AND REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15THERE IS NO COMPENSATION PAID FROM THIS ENTITY, THEREFORE THERE ARE NOT POLICIES GOVERNING THE APPROVAL OF COMPENSATION. COMPENSATION IS PAID FROM INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990 PART XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN452282284EIN
Primary ActivitiesOPERATE THE INDIANA STATE MUSEUM AND HISTORIC SITESPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Public Charity StatusLINE 6PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION
B$4,015,066ACTUAL AMOUNT
INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION
P$11,680ACTUAL AMOUNT

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