BERGSTROM-MAHLER MUSEUM INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERGSTROM-MAHLER MUSEUM INC (EIN 39-0958257)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-23
- IRS object ID
- 201920829349300602
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-23T09:03:08-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391658423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 N LIGHTNING DR | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390958257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGSTROM-MAHLER MUSEUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 9207514658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 N PARK AVENUE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN SMITH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9207514670 | PhoneNum |
| Signature | 2019-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE ROSIN | PreparerPersonNm |
| PTIN | P01573923 | PTIN |
| Phone | 9209930105 | PhoneNum |
| Preparation | 2019-02-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.40.96.79 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-23 | IPDt |
| IP Tm | 09:03:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 069985AB6D4FBB2F74E0AC7B536167DA45FE99AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 65431217D7489E50D1C77D743F59AB2E4300E831 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 N PARK AVE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,611,084 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BMMGLASS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ENGAGE, EXCITE, AND EDUCATE OUR REGIONAL AND GLOBAL AUDIENCES USING OUR WORLD RENOWNED GLASS PAPERWEIGHTS, GLASS COLLECTIONS AND CHANGING EXHIBITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $790,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $680,507 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,980 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,935 | CYProgramServiceRevenueAmt |
| PY Investment Income | $271,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $284,411 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,546 | PYOtherRevenueAmt |
| CY Other Revenue | $122,813 | CYOtherRevenueAmt |
| PY Total Revenue | $1,201,653 | PYTotalRevenueAmt |
| CY Total Revenue | $1,130,666 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $483,738 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $442,211 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $376,006 | PYOtherExpensesAmt |
| CY Other Expenses | $395,853 | CYOtherExpensesAmt |
| PY Total Expenses | $859,744 | PYTotalExpensesAmt |
| CY Total Expenses | $838,064 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $341,909 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $292,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,061,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,907,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,365 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,026,842 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,873,119 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ENGAGE, EXCITE, AND EDUCATE OUR REGIONAL AND GLOBAL AUDIENCES USING OUR WORLD RENOWNED GLASS PAPERWEIGHTS, GLASS COLLECTIONS AND CHANGING EXHIBITIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $633,850 | ExpenseAmt |
| Revenue | $42,935 | RevenueAmt |
| Desc | OPERATING AND MAINTAINING A MUSEUM, EXHIBITS, AND EDUCATIONAL PROGRAMS. | Desc |
| Total Program Service Expenses | $633,850 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN MIRENDA SMITH | PersonNm |
| Phone | 9207514658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 N PARK AVENUE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARBARA KELLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE VAN ASTEN | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEAN KAUFERT | ||||||
| DIRECTOR EX- | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICK CONNE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MEILAHN | ||||||
| VICE-PRESIDE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CATHERINE HOLECKO | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WOODS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROY FINE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER KOSKINEN | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMI ERICKSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR KIMBERLY BARRETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONNIE DARROCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARJORIE SUTTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAN SMITH | ||||||
| EXECUTIVE DI | 40.00 | $85,000 | $0 | $5,446 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,446 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $26,196 | MembershipDuesAmt |
| Fundraising | $6,635 | FundraisingAmt |
| Government Grants | $20,000 | GovernmentGrantsAmt |
| All Other Contributions | $627,676 | AllOtherContributionsAmt |
| Noncash Contributions | $357,719 | NoncashContributionsAmt |
| Total Contributions | $680,507 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EDUCATION | $40,438 | $40,438 |
| PROGRAMMING & OUTREACH | $2,497 | $2,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,935 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,909 | TotalRevenueColumnAmt |
| Exclusion | $235,909 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,099 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $362,597 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,502 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,502 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,988 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,343 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,645 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $195,421 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $100,478 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,943 | TotalRevenueColumnAmt |
| Exclusion | $94,943 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $8,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,225 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,225 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,130,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,662 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $330,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,446 | TotalAmt |
| Program Services | $49,745 | ProgramServicesAmt |
| Management And General | $18,089 | ManagementAndGeneralAmt |
| Fundraising | $22,612 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,025 | TotalAmt |
| Program Services | $38,367 | ProgramServicesAmt |
| Management And General | $14,756 | ManagementAndGeneralAmt |
| Fundraising | $5,902 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,754 | TotalAmt |
| Program Services | $221,390 | ProgramServicesAmt |
| Management And General | $19,820 | ManagementAndGeneralAmt |
| Fundraising | $9,544 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,423 | TotalAmt |
| Program Services | $7,224 | ProgramServicesAmt |
| Management And General | $1,008 | ManagementAndGeneralAmt |
| Fundraising | $191 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,849 | TotalAmt |
| Program Services | $3,296 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
| Fundraising | $19 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,714 | TotalAmt |
| Program Services | $23,551 | ProgramServicesAmt |
| Management And General | $4,536 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,394 | TotalAmt |
| Management And General | $21,394 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,316 | TotalAmt |
| Management And General | $42,316 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,025 | TotalAmt |
| Management And General | $5,025 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,055 | TotalAmt |
| Program Services | $23,055 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,978 | TotalAmt |
| Program Services | $30,978 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,755 | TotalAmt |
| Program Services | $9,755 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,369 | TotalAmt |
| Program Services | $9,409 | ProgramServicesAmt |
| Management And General | $1,960 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,796 | TotalAmt |
| Program Services | $42,116 | ProgramServicesAmt |
| Management And General | $4,680 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,911 | TotalAmt |
| Program Services | $16,738 | ProgramServicesAmt |
| Management And General | $7,173 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $30,493 | $30,493 | |
| UTILITIES | $27,383 | $24,645 | $2,738 |
| EXHIBITIONS EXPENSE | $17,078 | $17,078 | |
| SUPPLIES | $16,267 | $16,267 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,033 | TotalAmt |
| Program Services | $69,743 | ProgramServicesAmt |
| Management And General | $20,290 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,064 | TotalAmt |
| Program Services | $633,850 | ProgramServicesAmt |
| Management And General | $164,319 | ManagementAndGeneralAmt |
| Fundraising | $39,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,421 | BOYAmt |
| EOY | $405,181 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,013 | BOYAmt |
| EOY | $85,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,189 | BOYAmt |
| EOY | $14,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,237,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $629,678 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,297 | BOYAmt |
| EOY | $607,784 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,371,807 | BOYAmt |
| EOY | $8,908,540 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,423 | BOYAmt |
| EOY | $3,885,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,061,150 | BOYAmt |
| EOY | $13,907,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,795 | BOYAmt |
| EOY | $23,456 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,513 | BOYAmt |
| EOY | $10,909 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,308 | BOYAmt |
| EOY | $34,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,251 | BOYAmt |
| EOY | $1,262,537 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,960,042 | BOYAmt |
| EOY | $4,405,533 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,857,549 | BOYAmt |
| EOY | $8,205,049 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,026,842 | BOYAmt |
| EOY | $13,873,119 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,061,150 | BOYAmt |
| EOY | $13,907,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $292,602 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $553,675 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $276,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $680,507 | CurrentTaxYearAmt |
| Total | $2,693,577 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $680,507 | CurrentTaxYearAmt |
| Total | $2,693,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $212,108 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,481,469 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,909 | CurrentTaxYearAmt |
| Total | $1,170,539 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,225 | CurrentTaxYearAmt |
| Total | $25,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,890,008 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $921,539 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58870 | 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 | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 25,892 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $347,500 | RevenuesIncludedAmt |
| Assets Included | $3,885,923 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,371,807 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $737,597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$258,434 | OtherExpendituresAmt |
| Administrative Expenses | -$42,430 | AdministrativeExpensesAmt |
| End Year Balance | $8,908,540 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,729,651 | BeginningYearBalanceAmt |
| Contributions | $101,500 | ContributionsAmt |
| Investment Earnings Or Losses | $866,757 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$286,298 | OtherExpendituresAmt |
| Administrative Expenses | -$39,804 | AdministrativeExpensesAmt |
| End Year Balance | $8,371,807 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,212,284 | BeginningYearBalanceAmt |
| Contributions | $625 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$403,500 | OtherExpendituresAmt |
| Administrative Expenses | -$39,101 | AdministrativeExpensesAmt |
| End Year Balance | $7,729,651 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,298,058 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $358,717 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$403,500 | OtherExpendituresAmt |
| Administrative Expenses | -$41,091 | AdministrativeExpensesAmt |
| End Year Balance | $8,212,284 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,445,812 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,269,250 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$377,404 | OtherExpendituresAmt |
| Administrative Expenses | -$39,600 | AdministrativeExpensesAmt |
| End Year Balance | $8,298,058 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS - REVOCABLE TRUST | $8,284,710 | F |
| INVESTMENTS - BEALS REMLEY | $234,321 | F |
| INVESTMENTS - BUILDING FUND6945 | $201,073 | F |
| INVESTMENTS - JOHNSON MEMORIAL | $179,313 | F |
| INVESTMENTS - LNOBLEMEMFUND3738 | $9,123 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,908,540 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FINE ARTS | $2,190,598 |
| PAPERWEIGHTS | $1,676,822 |
| PAINTINGS | $18,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,885,923 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,764,152 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $553,675 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $62,468 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $17,343 | OtherRevenueAmt |
| Revenue Not Reported | $633,486 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,130,666 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,130,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $917,875 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $62,468 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $17,343 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $79,811 | ExpensesNotReportedAmt |
| Expenses Subtotal | $838,064 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $838,064 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | INCOME FROM THE GENERAL TRUST IS AVAILABLE TO SUPPORT THE MUSEUM'S GENERAL ACTIVITIES. INCOME FROM THE R.L. JOHNSON MEMORIAL TRUST IS RESTRICTED FOR USE IN PROVIDING EXHIBITS TO THE MUSEUM. INCOME FROM THE BEALS-REMLEY ADMINISTRATIVE TRUST IS RESTRICTED FOR USE IN PROVIDING SALARIES AND OTHER ADMINISTRATIVE EXPENSES FOR KEY EMPLOYEES OF THE MUSEUM AS DETERMINED BY THE BOARD OF DIRECTORS. INCOME FROM THE LILIAN NOBLE MEMORIAL TRUST IS RESTRICTED FOR ARTIST AWARDS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SPECIAL EVENT EXPENSES NETTED WITH REVENUE 17,343 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSES NETTED WITH REVENUE 17,343 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ARTS FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $29,720 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,978 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,742 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,025 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,275 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,360 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,251 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,238 | OtherDirectExpensesEvent1Amt |
| Event2 | RAISE YOUR GLAS | Event2Nm |
| Gross Receipts Event2 | $13,903 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,657 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,246 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $650 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,793 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,219 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,532 | EntertainmentEvent2Amt |
| Gross Receipts Total | $43,623 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,988 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,025 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,925 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,153 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,470 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,532 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,238 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,343 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,645 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $347,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARISON W/SIMILAR WORK | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,219 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | THE MUSEUM USES A THIRD PARTY INVESTMENT BROKER TO SELL STOCK DONATIONS IN ACCORDANCE WITH THEIR STOCK DONATION POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | THE MEMBERS OF THE MUSEUM HAVE NO PROPRIETARY INTEREST IN ITS INCOME OR ASSETS EXCEPT THE RIGHTS OF CONTROL FOR THE PUBLIC, CHARITABLE AND BENEVOLENT PURPOSES OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MEMBERS HAVE THE RIGHT TO ELECT, BY VOTE OR PROXY, THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS AT THE ORGANIZATION'S ANNUAL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 7B | CHANGES TO THE BY-LAWS AND ARTICLES OF INCORPORATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A 990 DRAFT IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A COPY OF THE CODE OF ETHICS IS GIVEN TO EACH BOARD MEMBER. THE CODE INCLUDES A CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION INCLUDED ONE OR MORE OF THE FOLLOWING: INDEPENDENT REVIEW, COMPARABILITY DATA, AND SUBSTANTIATION OF THE DECISION PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | EDUCATION SUPPLIES 14,010 0 0 MISCELLANEOUS EXPENSE 12,491 0 0 INSTRUCTOR FEES 12,125 0 0 ROUTINE MAINTANCE 11,640 0 0 PURCHASED SERVICES 0 10,660 0 MAJOR MAINTENANCE 9,119 0 0 CREDIT CARD/PAYPAL/SQUARE 0 5,358 0 DUES & SUBSCRIPTIONS 2,065 2,065 0 TELEPHONE & INTERNET 3,049 531 0 PROGRAMMING & OUTREACH 2,269 0 0 PROFESSIONAL DEVELOPMENT 853 854 0 COLLECTION 1,559 0 0 BANK CHARGES & FEES 0 708 0 MEMBERSHIP EXPENSE 500 0 0 FOREIGN TAXES 0 114 0 EDUCATION MISC 63 0 0 TOTAL 69,743 20,290 0 |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENT EXPENSES NETTED WITH REVENUE 17,343 SPECIAL EVENT EXPENSES NETTED WITH REVENUE -17,343 |
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