INDIANA STATE MUSEUM FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
INDIANA STATE MUSEUM FOUNDATION INC (EIN 35-6202818)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201811359349309396
Schema version
2016v3.0
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)
Return2018-05-15T14:52:33-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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)
PersonCATHY FERREEPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone3172321637PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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 OfficerCATHY FERREEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,321,707GrossReceiptsAmt
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 Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,108,308PYContributionsGrantsAmt
CY Contributions Grants$2,669,481CYContributionsGrantsAmt
PY Program Service Revenue$61,200PYProgramServiceRevenueAmt
CY Program Service Revenue$56,325CYProgramServiceRevenueAmt
PY Investment Income$72,407PYInvestmentIncomeAmt
CY Investment Income$137,829CYInvestmentIncomeAmt
PY Other Revenue$148,782PYOtherRevenueAmt
CY Other Revenue$162,271CYOtherRevenueAmt
PY Total Revenue$5,390,697PYTotalRevenueAmt
CY Total Revenue$3,025,906CYTotalRevenueAmt
PY Grants And Similar Paid$3,617,789PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,926,861CYGrantsAndSimilarPaidAmt
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$2,777CYTotalFundraisingExpenseAmt
PY Other Expenses$260,675PYOtherExpensesAmt
CY Other Expenses$215,152CYOtherExpensesAmt
PY Total Expenses$3,878,464PYTotalExpensesAmt
CY Total Expenses$4,142,013CYTotalExpensesAmt
PY Revenues Less Expenses$1,512,233PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,116,107CYRevenuesLessExpensesAmt
Total Assets BOY$10,887,349TotalAssetsBOYAmt
Total Assets EOY$9,933,640TotalAssetsEOYAmt
Total Liabilities BOY$14,472TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,872,877NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,933,640NetAssetsOrFundBalancesEOYAmt
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$4,123,616ExpenseAmt
Grant$3,926,861GrantAmt
Revenue$56,325RevenueAmt
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$4,123,616TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
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 (6 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
THOMAS A KING
CEO/PRESIDENT (7/1/16 - 4/28/17)10.00Yes (X)$0$154,411$030.00
CATHRYN C FERREE
CEO/PRESIDENT (4/10/17-06/30/17)10.00Yes (X)$0$0$030.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$154,411TotReportableCompRltdOrgAmt
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$291,513MembershipDuesAmt
All Other Contributions$2,377,968AllOtherContributionsAmt
Noncash Contributions$8,989NoncashContributionsAmt
Total Contributions$2,669,481TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescLINCOLN LICENSE PLATESDesc
Business713990BusinessCd
Total Revenue Column$56,325TotalRevenueColumnAmt
Related Or Exempt Func Income$56,325RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$56,325TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,760TotalRevenueColumnAmt
Exclusion$88,760ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$281,391SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$232,322SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$49,069SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,069TotalRevenueColumnAmt
Exclusion$49,069ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$225,750FundraisingGrossIncomeAmt
Fundraising Direct Expenses$63,479FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$162,271TotalRevenueColumnAmt
Exclusion$162,271ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,025,906TotalRevenueColumnAmt
Related Or Exempt Func Income$56,325RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$300,100ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,926,861TotalAmt
Program Services$3,926,861ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,620TotalAmt
Management And General$15,620ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
RESTRICTED PROJECTS$196,755$196,755
DEVELOPMENT EXPENSE$2,777$2,777

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,142,013TotalAmt
Program Services$4,123,616ProgramServicesAmt
Management And General$15,620ManagementAndGeneralAmt
Fundraising$2,777FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,805,134BOYAmt
EOY$5,596,304EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$753,197BOYAmt
EOY$1,480,803EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,177,312BOYAmt
EOY$2,724,756EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$151,706BOYAmt
EOY$131,777EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,887,349BOYAmt
EOY$9,933,640EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,472BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,472BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,014,469BOYAmt
EOY$2,198,632EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,076,488BOYAmt
EOY$6,953,088EOYAmt

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$10,872,877BOYAmt
EOY$9,933,640EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,887,349BOYAmt
EOY$9,933,640EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,116,107ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$176,870NetUnrlzdGainsLossesInvstAmt
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$2,616,389CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,624,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,388,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,108,308CurrentTaxYearMinus1YearAmt
Current Tax Year$2,669,481CurrentTaxYearAmt
Total$22,407,734TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$273,790CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$186,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313,700CurrentTaxYearMinus1YearAmt
Current Tax Year$282,075CurrentTaxYearAmt
Total$1,208,565TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,890,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,811,137CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,541,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,422,008CurrentTaxYearMinus1YearAmt
Current Tax Year$2,951,556CurrentTaxYearAmt
Total$23,616,299TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,020,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,000CurrentTaxYearMinus1YearAmt
Current Tax Year$15,000CurrentTaxYearAmt
Total$4,171,183TotalAmt

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$33,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,020,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,000CurrentTaxYearMinus1YearAmt
Current Tax Year$15,000CurrentTaxYearAmt
Total$4,171,183TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$19,445,116PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,835CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,008CurrentTaxYearMinus1YearAmt
Current Tax Year$88,760CurrentTaxYearAmt
Total$308,971TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,835CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,008CurrentTaxYearMinus1YearAmt
Current Tax Year$88,760CurrentTaxYearAmt
Total$308,971TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,917,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,863,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,602,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,501,016CurrentTaxYearMinus1YearAmt
Current Tax Year$3,040,316CurrentTaxYearAmt
Total$23,925,270TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81270PublicSupportCY509Pct
Public Support PY5090.80080PublicSupportPY509Pct
Investment Income CY0.01290InvestmentIncomeCYPct
Investment Income PY0.01120InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,184,197BeginningYearBalanceAmt
Contributions$302,965ContributionsAmt
Investment Earnings Or Losses$305,968InvestmentEarningsOrLossesAmt
Administrative Expenses$17,782AdministrativeExpensesAmt
End Year Balance$2,775,348EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,019,364BeginningYearBalanceAmt
Contributions$3,416ContributionsAmt
Investment Earnings Or Losses$143,159InvestmentEarningsOrLossesAmt
Other Expenditures$8,114OtherExpendituresAmt
End Year Balance$1,157,825EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07740BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92260PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,187,156TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$176,870NetUnrealizedGainsInvstAmt
Revenue Not Reported$176,870RevenueNotReportedAmt
Revenue Subtotal$3,010,286RevenueSubtotalAmt
Investment Expenses Not Incld$15,620InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$15,620RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,025,906TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$199,532TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$199,532ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,620InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,926,861OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,942,481ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,142,013TotalExpensesPerForm990Amt

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 3,926,861.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL TRIBUTEEvent1Nm
Gross Receipts Event1$225,750GrossReceiptsEvent1Amt
Gross Revenue Event1$225,750GrossRevenueEvent1Amt
Other Direct Expenses Event1$63,479OtherDirectExpensesEvent1Amt
Gross Receipts Total$225,750GrossReceiptsTotalAmt
Gross Revenue Total Events$225,750GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$63,479OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$63,479DirectExpenseSummaryEventsAmt
Net Income Summary$162,271NetIncomeSummaryAmt

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$3,926,861CashGrantAmt
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)
PersonTHOMAS A KINGPersonNm
TitleCEO/PRESIDENT (7/1/16 - 4/28/17)TitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$132,792CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$21,619OtherCompensationRltdOrgsAmt
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$154,411TotalCompensationRltdOrgsAmt
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 COROPORATION.
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 TypeTransactionTypeTxtInvolvedInvolvedAmt
INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION
B$3,926,861
INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION
P$2,777

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