WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS (EIN 95-4467830)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-06-02
- IRS object ID
- 201701539349300335
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-02T17:20:33-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954467830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLIS ANNENBERG CENTER | BusinessNameLine1Txt |
| Business Name Line2 | FOR THE PERFORMING ARTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 3102463800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | rachel fine | PersonNm |
| Person Title | managing director | PersonTitleTxt |
| Phone | 3102463800 | PhoneNum |
| Signature | 2017-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA WILDER CPA | PreparerPersonNm |
| PTIN | P00541441 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL FINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,994,549 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEWALLIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 248 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,812,209 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,461,067 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,841,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,217,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,210 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,575 | CYInvestmentIncomeAmt |
| PY Other Revenue | $902,753 | PYOtherRevenueAmt |
| CY Other Revenue | -$240,165 | CYOtherRevenueAmt |
| PY Total Revenue | $11,608,162 | PYTotalRevenueAmt |
| CY Total Revenue | $9,452,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,711,590 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,990,933 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,277,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,654,714 | PYOtherExpensesAmt |
| CY Other Expenses | $8,661,561 | CYOtherExpensesAmt |
| PY Total Expenses | $12,366,304 | PYTotalExpensesAmt |
| CY Total Expenses | $12,652,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$758,142 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,200,377 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,031,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,581,977 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,437,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,176,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,593,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,405,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,526,469 | ExpenseAmt |
| Revenue | $2,573,409 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $759,816 | ExpenseAmt |
| Revenue | $190,100 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,286,285 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA ROSS CO WACPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102463800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| David Bohnett | |||||||
| Chairman | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lauren Leichtman | |||||||
| Executive Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Rosenzweig | |||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Vicki Reynolds | |||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Arnold Rosenstein | |||||||
| Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ronald Rosen | |||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Les Bider | |||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Susan Strauss | |||||||
| Assist Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jonathan Victor | |||||||
| Assist Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Bendheim | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Davis | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donna Garber | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Goldsmith | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Goldsmith | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Meralee Goldman | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda May | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Luanne Wells | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wallis Annenberg | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cinny Kennard | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Konheim | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kris Levine | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Selwyn | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marc Selwyn | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Debbie Allen | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jerry Magnin | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jamie McCourt | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jacqueline Avant | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Ghysels | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Arnon Adar | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Regina Weingarten | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ron Simms | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Cochran | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Schulman | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tania Camargo | |||||||
| Managing Director | 40.00 | $178,442 | $0 | $5,476 | Yes (X) | ||
| James D'Asaro | |||||||
| Director of Production | 40.00 | $120,308 | $0 | $11,739 | Yes (X) | ||
| Heather Shuemaker | |||||||
| Director of Corporate Relations | 40.00 | $115,119 | $0 | $11,624 | Yes (X) | ||
| Mark Slavkin | |||||||
| Director of Education | 40.00 | $113,077 | $0 | $7,230 | Yes (X) | ||
| Patricia Wolff | |||||||
| Director of Programming | 40.00 | $112,923 | $0 | $6,230 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $639,869 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| classic party rentals | |||||
| 2310 imperial hwy | el segundo | CA | 90245 | equip./supply rental | $358,629 |
| opus 3 artists | |||||
| 470 Park Avenue s 9th flr n | new york | NY | 10016 | artists represent. | $251,375 |
| love letters tour llc | |||||
| 7135 minstrel way 105 | columbia | MD | 21045 | booking fees/royalt. | $240,000 |
| special occasions event planning | |||||
| 8543 santa monica blvd suite 11 | west hollywood | CA | 90069 | concessions labor | $198,052 |
| oakwood corporate housing llc | |||||
| po box 515454 | los angeles | CA | 90051 | visiting artist hsng | $171,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $842,214 | FundraisingAmt |
| All Other Contributions | $5,618,853 | AllOtherContributionsAmt |
| Noncash Contributions | $204,611 | NoncashContributionsAmt |
| Total Contributions | $6,461,067 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TICKET SALES | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $3,217,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,217,640 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,217,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,575 | TotalRevenueColumnAmt |
| Exclusion | $13,575 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $705,178 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $705,178 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $705,178 | TotalRevenueColumnAmt |
| Exclusion | $705,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,220 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $842,214 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $542,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$491,212 | TotalRevenueColumnAmt |
| Exclusion | -$491,212 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/expense | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$454,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$454,131 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$454,131 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,452,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,763,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $227,541 | 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 | $887,174 | TotalAmt |
| Program Services | $581,022 | ProgramServicesAmt |
| Management And General | $216,563 | ManagementAndGeneralAmt |
| Fundraising | $89,589 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,180 | TotalAmt |
| Program Services | $1,524,101 | ProgramServicesAmt |
| Management And General | $568,074 | ManagementAndGeneralAmt |
| Fundraising | $235,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,532 | TotalAmt |
| Program Services | $123,472 | ProgramServicesAmt |
| Management And General | $46,021 | ManagementAndGeneralAmt |
| Fundraising | $19,039 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,428 | TotalAmt |
| Program Services | $188,895 | ProgramServicesAmt |
| Management And General | $70,406 | ManagementAndGeneralAmt |
| Fundraising | $29,127 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,619 | TotalAmt |
| Program Services | $196,224 | ProgramServicesAmt |
| Management And General | $73,138 | ManagementAndGeneralAmt |
| Fundraising | $30,257 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,469 | TotalAmt |
| Program Services | $27,813 | ProgramServicesAmt |
| Management And General | $10,367 | ManagementAndGeneralAmt |
| Fundraising | $4,289 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,310 | TotalAmt |
| Program Services | $25,744 | ProgramServicesAmt |
| Management And General | $9,596 | ManagementAndGeneralAmt |
| Fundraising | $3,970 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,979 | TotalAmt |
| Program Services | $1,315,707 | ProgramServicesAmt |
| Management And General | $490,399 | ManagementAndGeneralAmt |
| Fundraising | $202,873 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,054 | TotalAmt |
| Program Services | $785,276 | ProgramServicesAmt |
| Management And General | $292,694 | ManagementAndGeneralAmt |
| Fundraising | $121,084 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,681 | TotalAmt |
| Program Services | $60,043 | ProgramServicesAmt |
| Management And General | $22,380 | ManagementAndGeneralAmt |
| Fundraising | $9,258 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,003 | TotalAmt |
| Program Services | $100,204 | ProgramServicesAmt |
| Management And General | $37,349 | ManagementAndGeneralAmt |
| Fundraising | $15,450 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,336 | TotalAmt |
| Program Services | $79,465 | ProgramServicesAmt |
| Management And General | $29,619 | ManagementAndGeneralAmt |
| Fundraising | $12,252 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844,565 | TotalAmt |
| Program Services | $1,208,030 | ProgramServicesAmt |
| Management And General | $450,265 | ManagementAndGeneralAmt |
| Fundraising | $186,270 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,181 | TotalAmt |
| Program Services | $447,424 | ProgramServicesAmt |
| Management And General | $166,767 | ManagementAndGeneralAmt |
| Fundraising | $68,990 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,570 | TotalAmt |
| Program Services | $61,935 | ProgramServicesAmt |
| Management And General | $23,085 | ManagementAndGeneralAmt |
| Fundraising | $9,550 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,113 | TotalAmt |
| Program Services | $119,923 | ProgramServicesAmt |
| Management And General | $44,699 | ManagementAndGeneralAmt |
| Fundraising | $18,491 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,688 | TotalAmt |
| Program Services | $120,300 | ProgramServicesAmt |
| Management And General | $44,839 | ManagementAndGeneralAmt |
| Fundraising | $18,549 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,539 | TotalAmt |
| Program Services | $143,124 | ProgramServicesAmt |
| Management And General | $53,346 | ManagementAndGeneralAmt |
| Fundraising | $22,069 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION | $683,936 | $447,919 | $166,951 | $69,066 |
| repairs & maintenance | $423,073 | $277,076 | $103,274 | $42,723 |
| utilities | $298,992 | $195,814 | $72,985 | $30,193 |
| taxes & licenses | $196,349 | $128,592 | $47,930 | $19,827 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,723 | TotalAmt |
| Program Services | $128,182 | ProgramServicesAmt |
| Management And General | $47,775 | ManagementAndGeneralAmt |
| Fundraising | $19,766 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,652,494 | TotalAmt |
| Program Services | $8,286,285 | ProgramServicesAmt |
| Management And General | $3,088,522 | ManagementAndGeneralAmt |
| Fundraising | $1,277,687 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,195,688 | BOYAmt |
| EOY | $2,264,266 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,202,964 | BOYAmt |
| EOY | $6,709,970 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $60,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,176 | BOYAmt |
| EOY | $469,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $619,929 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $301,241 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,818 | BOYAmt |
| EOY | $318,688 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,288,191 | BOYAmt |
| EOY | $64,609,420 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,168,525 | BOYAmt |
| EOY | $11,149,672 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,031,362 | BOYAmt |
| EOY | $85,581,977 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,830 | BOYAmt |
| EOY | $940,532 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,878 | BOYAmt |
| EOY | $910,597 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,439,697 | BOYAmt |
| EOY | $7,708,054 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $780,022 | BOYAmt |
| EOY | $2,617,526 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,437,427 | BOYAmt |
| EOY | $12,176,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,672,567 | BOYAmt |
| EOY | $62,995,747 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,421,368 | BOYAmt |
| EOY | $6,909,521 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,000 | BOYAmt |
| EOY | $3,500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,593,935 | BOYAmt |
| EOY | $73,405,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,031,362 | BOYAmt |
| EOY | $85,581,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,200,377 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,709 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,126,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,221,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,824,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,812,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,461,067 | CurrentTaxYearAmt |
| Total | $50,446,336 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,126,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,221,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,824,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,812,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,461,067 | CurrentTaxYearAmt |
| Total | $50,446,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,006,153 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,440,183 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,575 | CurrentTaxYearAmt |
| Total | $93,956 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$454,131 | CurrentTaxYearAmt |
| Total | -$45,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,494,972 | TotalSupportAmt |
| Public Support CY170 | 0.62260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | other income - 2013 Amount: $ 20,646. 2014 Amount: $ 388,165. 2015 Amount: $ -454,131. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $365,150 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,718,404 | BeginningYearBalanceAmt |
| Contributions | $13,440 | ContributionsAmt |
| Other Expenditures | $32,293 | OtherExpendituresAmt |
| End Year Balance | $3,699,551 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,895,599 | BeginningYearBalanceAmt |
| Contributions | $51,141 | ContributionsAmt |
| Other Expenditures | $228,336 | OtherExpendituresAmt |
| End Year Balance | $3,718,404 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,744,538 | BeginningYearBalanceAmt |
| Contributions | $354,297 | ContributionsAmt |
| Other Expenditures | $203,236 | OtherExpendituresAmt |
| End Year Balance | $3,895,599 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,621,972 | BeginningYearBalanceAmt |
| Contributions | $122,566 | ContributionsAmt |
| End Year Balance | $3,744,538 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,365,099 | BeginningYearBalanceAmt |
| Contributions | $272,846 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,973 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,621,972 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $619,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,241 | DepreciationAmt |
| Book Value | $318,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $318,688 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FINE ART COLLECTIONS | $365,150 |
| ENDOWMENTS HELD IN TRUST | $3,660,775 |
| DEVELOPER FEE RECEIVABLE | $7,123,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,149,672 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLE | Desc |
| Amt | $2,617,526 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,617,526 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Wallis is a not-for-profit organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code ("IRC") and Section 23101(d) of the Revenue Taxation Code of California and is a publicly supported organization as described in Section 509(a) of the IRC. The Wallis has no provision for income tax included in its accompanying consolidated financial statements. The Wallis has no unrecognized tax benefits at August 31, 2016. The Wallis's federal and state income tax returns prior to fiscal years 2012 and 2011, respectively, are closed. Management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. When applicable, the Organization will recognize interest and penalties associated with tax matters as part of the income tax provision and include accrued interest and penalties with the related tax liability in its consolidated statement of activities. |
| Schedule D, Part V, Line 4: | THE WALLIS HAS BEEN NOTIFIED IT WILL BE THE RECIPIENT OF PROCEEDS FROM ASSETS HELD IN TRUST WITHIN PERMANENT ENDOWMENTS OF TWO CALIFORNIA PHILANTHROPIC FOUNDATIONS. THE WALLIS HAS NO SAY IN THE RETURN OBJECTIVES, RISK PARAMETERS, OR INVESTMENT STRATEGIES OF THESE ENDOWMENTS HELD IN TRUST. EARNINGS FROM THESE ENDOWMENT FUNDS ARE COMMITTED TO THE OPERATION AND MAINTENANCE OF THE WALLIS, GIVING THE WALLIS ACCESS TO FUTURE PROCEEDS OF 5-10% OF THE NET ASSETS OF THE ENDOWMENT ANNUALLY, SO LONG AS THE ENDOWMENT BALANCES MAINTAINED IN PERMANENTLY RESTRICTED NET ASSETS ARE NOT REDUCED BELOW THE LOWER OF THE COMBINED INITIAL BALANCE OF $3,500,000. |
| Schedule D, Part III, Line 4: | EMMANUEL FILLION'S "EXALTATION" WAS SPECIFICALLY COMMISSIONED AND GENUINELY HANDCRAFTED TO CELEBRATE THE OPENING OF WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS. THE DISTINCTIVE WORK OF ART UNIQUELY REPRESENTS THE EXPRESSIVE SPIRIT OF THE PERFORMING ARTS BY PAYING HOMAGE TO THE WORLD RENOWNED DANCER AND CHOREOGRAPHER, MARTHA GRAHAM. THE SCUPLTURE IS ON PERMANENT DISPLAY OUTDOORS IN OUR SERENE SCULPTURE GARDEN. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | duet gala | Event1Nm |
| Gross Receipts Event1 | $769,384 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $741,584 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $178,442 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $76,442 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $63,045 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $174,233 | OtherDirectExpensesEvent1Amt |
| Event2 | maestro opening | Event2Nm |
| Gross Receipts Event2 | $124,050 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $100,630 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,420 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,325 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $23,012 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,933 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $893,434 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $842,214 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,220 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $188,767 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $99,454 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $63,045 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $191,166 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $542,432 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$491,212 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tania Camargo | PersonNm |
| Title | Managing Director | TitleTxt |
| Base Compensation Filing Org | $142,692 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $15,750 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,476 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $183,918 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD REVIEWS AND APPROVES NEW COMPENSATION OFFERINGS (INCLUDING SALARY AND BENEFITS) AND ANY CHANGES TO COMPENSATION FOR THE ORGANIZATION'S MANAGING DIRECTOR. IN SO DOING, THE BOARD HAS DONE THE FOLLOWING TO ENSURE THE COMPENSATION IS REASONABLE: (1) REVIEW HAS BEEN COMPLETED BY AN INDEPENDENT GROUP, WHICH INCLUDES BOARD MEMBERS (WHO RECEIVE NO COMPENSATION FROM THE ORGANIZATION); (2) THE REVIEW USES RELEVANT COMPARABILITY DATA; AND (3) COMPENSATION DECISIONS ARE DOCUMENTED IN OFFICIAL BOARD MEETING MINUTES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | bram goldsmith | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | former board member | RelationshipDescriptionTxt |
| Transaction | see below | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV, line 1, column D: | FormAndLineReferenceDesc |
| Explanation | former board member bram goldsmith was the chairman of the board of directors of city national bank (CNB). CNB issued the wallis' construction financing and provides the primary banking relationship of the wallis. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | airline miles | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,125 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & PART III, LINE 1 - ORGANIZATION MISSION: | The mission of the Wallis Annenberg Center for the Performing Arts is to create, present and celebrate unique performing arts events and educational programs that reflect the rich cultural diversity of the community. Located in Beverly Hills, California, The Wallis presents an annual subscription season of theater, music, dance and a range of education and outreach programs that make the performing arts accessible to all community members and cultivates the next generation of artists and audiences. Each year, The Wallis serves over 44,000 ticket buyers, more than 9,000 underserved youth who participate in the education programs, and several thousand more community members who attend classes, free programming, outreach programs and family events. The Wallis is housed in a 70,000-square-foot venue that includes the preservation and adaptive reuse of the historic landmark 1933 Beverly Hills Post Office and a new, adjoining 500-seat Bram Goldsmith Theater. The original Post Office contains the lobby, offices, the 150-seat Lovelace Studio Theater, and the extensive GRoW @ The Wallis education wing, which features three classrooms, offices, a conference room and facilities for students. The Wallis was incorporated as a not-for-profit organization in 1994 to oversee the transformation of the historic Post Office into a cultural center. |
| Form 990, Part III, line 2 | Since its last tax filing, the organization added the GRoW @ The Wallis program, described in detail in the form 990, Part III, line 4b narrative on this schedule. |
| FORM 990, PART III, LINE 4a: Performing Arts Program | The Wallis opened to the public for its first season in 2013/14. The annual season includes: - Theater: We produce and present plays and musicals from theater companies in Los Angeles, elsewhere in the United States and abroad. - Music: We present classical chamber music, solo performances, jazz and cabaret series by master artists from around the world, as well as outstanding, emerging talent. - Dance: Our dance series features an international roster of award-winning and eclectic dance ensembles. - Arts & Ideas: A speaker series presenting notable guests from the realms of art and culture. - Theater for Young Audiences: A series of highly-creative theater pieces designed for young people and their families. |
| FORM 990, PART III, LINE 4b: GRoW @ The Wallis Program | Mission-centric education and outreach programs make the performing arts accessible to all community members, and cultivate the next generation of artists and audiences. The School Partners Program serves over 10,000 K-12 students each year. We also have in-depth partnerships with ten Wallis Focus Schools in underserved communities. These partnerships include matinee performances throughout the season, sessions with visiting teaching artists, arts career days and opportunities for students and parents to attend shows together. Our Partners include over 50 Los Angeles County schools, and in particular, up to ten Focus Schools. Some of the schools we work with include Maple Primary Center, Equitas Academy, Camino Nuevo High School, West Adams Prep and many others. The Young Artists Project, launched in 2015/2016 Season, offers classes for dedicated and promising young artists, ages 13 through 20, taught by outstanding faculty, augmented by Master Classes and workshops with artists performing at The Wallis. We have provided exceptional opportunities for students such as The Art of Choreography, The Art of the Small Ensemble: Classical Music & Jazz and Songwriting for the Theater. The Wallis Students Arts Reporters Program offers select students the opportunity to attend performances and learn the craft of arts criticism. Community engagement courses and events are available such as dance classes for toddlers through older adults in partnership with Invertigo Dance Theatre; arts programs for youth with autism in partnership with The Miracle Project; and free outdoor "Dance Sundays" classes led by Debbie Allen and open to all community members. The Community Partners Program makes over 1,700 tickets a year available to constituents of community service organizations. Some of our partners include Hope Street Family Center, Imagine LA, Homeschool Theater Lab, Notre Dame Academy, A Place Called Home, Beverly Hills Senior Housing, Crestwood Hills Park Club, Sunset Hall, MATI, Israeli Community Center, Pablove Shutterbugs, Advot Project, Mutual Amputee Aid Foundation, Stop Senior Scams, Claude Pepper Senior Center, Gabriella Foundation, Move the World Now Dance Activism, Silvercrest Senior Residences, Vista Del Mar, Imagine LA, College of the Canyons, and Messiah Baptist Church. |
| Form 990, Part VI, Section A, line 2 | BRAM GOLDSMITH / BRUCE GOLDSMITH (Fmr/current Board members: Father/Son) PAUL SELWYN / MARK SELWYN (Board members: Father/Son) WALLIS ANNENBERG / REGINA WEINGARTEN (Board members: Mother In-Law / Daughter In-Law) |
| Form 990, Part VI, Section B, line 11 | PREPARED BY INDEPENDENT CPA AND REVIEWED BY AUDIT COMMITTEE. UPON FINAL APPROVAL, COPY IS MADE AVAILABLE TO FULL BOARD OF DIRECTORS. |
| Form 990, Part VI, Section B, line 12c | THE WALLIS "CONFLICT OF INTEREST POLICY" IS DISTRIBUTED TO ALL BOARD MEMBERS AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. THEY RETURN A SIGNED ACKNOWLEDGMENT STATING THEY HAVE RECEIVED AND UNDERSTAND THE POLICY. DURING THE YEAR, IF A CONFLICT ARISES, THE ISSUE IS BROUGHT TO THE ATTENTION OF EITHER THE CHAIRMAN OR PRESIDENT. THE ISSUE IS VETTED BY THE EXECUTIVE COMMITTEE AND A MEMBER OF THE COMMITTEE IS APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DUE DILIGENCE HAS BEEN EXERCISED, THE COMMITTEE WILL DECIDE, THROUGH A MAJORITY VOTE, IF THE RELATIONSHIP WILL BE ENTERED INTO BY THE WALLIS. |
| Form 990, Part VI, Section B, line 15 | THE BOARD REVIEWS AND APPROVES NEW COMPENSATION OFFERINGS (INCLUDING SALARY AND BENEFITS) AND ANY CHANGES TO COMPENSATION FOR THE ORGANIZATION'S MANAGING DIRECTOR. IN SO DOING, THE BOARD HAS DONE THE FOLLOWING TO ENSURE THE COMPENSATION IS REASONABLE: (1) REVIEW HAS BEEN COMPLETED BY AN INDEPENDENT GROUP, WHICH INCLUDES BOARD MEMBERS (WHO RECEIVE NO COMPENSATION FROM THE ORGANIZATION); (2) THE REVIEW USES RELEVANT COMPARABILITY DATA; AND (3) COMPENSATION DECISIONS ARE DOCUMENTED IN OFFICIAL BOARD MEETING MINUTES. |
| Form 990, Part VI, Section C, line 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS ALSO MADE AVAILABLE ON GUIDESTAR.ORG. FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO EXEC STAFF AND BOARD MEMBERS, AND UPON REQUEST FROM THE GENERAL PUBLIC. THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW. |
| Form 990, Part IX, line 11g | consultants & artist/performer fees: Program service expenses 1,315,707. Management and general expenses 490,399. Fundraising expenses 202,873. Total expenses 2,008,979. |
| Form 990, part XII, line 2c: | the organization's processes for oversight of the audit of its financial statement and selection of an independent accountant have not changed from the previous tax year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH PERFORMING ARTS MANAGER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9390 NORTH SANTA MONICA BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462571465 | EIN |
| Primary Activities | R.E. Mgmt | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$678,771 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $64,620,920 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BH PERFORMING ARTS MANAGER LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $9,026,248 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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