REYNOLDA HOUSE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDA HOUSE INC (EIN 56-0810676)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201731309349300603
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T07:05:18-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561138530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER & BURKE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CLUB OAKS COURT SUITE A | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560810676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDA HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 3367585150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7287 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271097287 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T DAVID NEILL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3367585150 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE R POTTER | PreparerPersonNm |
| PTIN | P01057495 | PTIN |
| Phone | 3367682310 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLISON C PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7287 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271097287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,975,943 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.REYNOLDAHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | REYNOLDA HOUSE OPERATES AS A MUSEUM DEDICATED TO THE PRESERVATION AND INTERPRETATION OF AN AMERICAN COUNTRY HOME AND A PREMIER COLLECTION OF AMERICAN ART. THROUGH ITS MISSION OF PROVIDING INNOVATIVE PUBLIC PROGRAMS AND EXHIBITIONS, THE MUSEUM OFFERS A DEEPER UNDERSTANDING OF AMERICAN CULTURE TO DIVERSE AUDIENCES AND INSPIRES THOSE WHO EXPERIENCE REYNOLDA HOUSE TO LEARN, IMAGINE, AND FIND MEANING IN THE ART COLLECTIONS AND HISTORIC SITE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 217 | TotalVolunteersCnt |
| Total Gross UBI | $49,051 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $27,626 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,035,475 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,040,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $258,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $447,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,476,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $279,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,414 | PYOtherRevenueAmt |
| CY Other Revenue | $39,375 | CYOtherRevenueAmt |
| PY Total Revenue | $4,788,313 | PYTotalRevenueAmt |
| CY Total Revenue | $2,807,113 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,425 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $840 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,292,177 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,344,619 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,213 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $421,952 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,919,543 | PYOtherExpensesAmt |
| CY Other Expenses | $2,191,553 | CYOtherExpensesAmt |
| PY Total Expenses | $4,218,358 | PYTotalExpensesAmt |
| CY Total Expenses | $4,537,012 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $569,955 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,729,899 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,539,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,971,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $483,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $771,969 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,056,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,199,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | REYNOLDA HOUSE PRESERVES AND INTERPRETS AN AMERICAN COUNTRY HOME AND A PREMIER COLLECTION OF AMERICAN ART. THROUGH INNOVATIVE PUBLIC PROGRAMS AND EXHIBITIONS, THE MUSEUM OFFERS A DEEPER UNDERSTANDING OF AMERICAN CULTURE TO DIVERSE AUDIENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,309,609 | ExpenseAmt |
| Grant | $840 | GrantAmt |
| Revenue | $520,276 | RevenueAmt |
| Desc | OPERATION OF A HISTORIC HOUSE AND AMERICAN ART MUSEUM, INCLUDING INTERPRETATION, PRESERVATION, AND EDUCATION. THE MUSEUM OFFERS CHANGING EXHIBITIONS IN ITS 2,789 SQUARE FOOT EXHIBITION GALLERY. EDUCATION PROGRAMS INCLUDE LECTURES, TOURS, PLAYS, COURSES, GALLERY TALKS, SYMPOSIA, SUMMER CAMPS, ETC. THE MUSEUM HOSTED APPROXIMATELY 55,400 VISITORS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $3,309,609 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDA HOUSE - KIM HAMPTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367585126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 REYNOLDA ROAD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DIANNE N BLIXT | |||||||
| PRESIDENT / DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN W DAVIS III | |||||||
| PRESIDENT-ELECT / DIRECTOR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN W HOEMANN | |||||||
| SECRETARY / DIRECTOR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MCDARA P FOLAN III | |||||||
| TREASURER / DIRECTOR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA B MILLHOUSE | |||||||
| FOUNDING PRESIDENT / DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE M BABCOCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE M BROUGHTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA A BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| E GREER CAWOOD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NOEL L DUNN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE L HENDERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY C JENNINGS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOIA M JOHNSON | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN W MANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M MELINDA MCCONNELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| T DAVID NEILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY T PLEASANTS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LLOYD P TATE JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 4.00 | |
| GWYNNE S TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY CRAIG TENNILLE | |||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CRISTIN TIERNEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID G TOWNSEND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALLACE C WU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT R CIMMINO | |||||||
| DOCENT CHAIR, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN O HATCH | |||||||
| PRESIDENT OF WAKE FOREST U | 0.50 | Yes (X) | $0 | $3,941,320 | $287,707 | 31.80 | |
| ALLISON C PERKINS | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $201,498 | $11,652 | $61,133 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,952,972 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $348,840 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK L BLUM CONSTRUCTION COMPANY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 NE 25TH STREET | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | POOL RESTORATION - GENERAL CONTRACTOR | ServicesDesc |
| Compensation | $103,363 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $534,077 | MembershipDuesAmt |
| Fundraising | $100,286 | FundraisingAmt |
| Related Organizations | $455,000 | RelatedOrganizationsAmt |
| Government Grants | $6,500 | GovernmentGrantsAmt |
| All Other Contributions | $944,709 | AllOtherContributionsAmt |
| Noncash Contributions | $90,414 | NoncashContributionsAmt |
| Total Contributions | $2,040,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 712110 | $310,976 | $310,976 |
| PROGRAMS & EVENTS | 712110 | $123,542 | $123,542 |
| NONDEDUCTIBLE FEES | 712110 | $13,120 | $13,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $447,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,587 | TotalRevenueColumnAmt |
| Exclusion | $12,587 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $263 | TotalRevenueColumnAmt |
| Exclusion | $263 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,941 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,941 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,941 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $49,051 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,915 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,286 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $83,441 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,526 | TotalRevenueColumnAmt |
| Exclusion | -$33,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $155,394 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $85,389 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,005 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,633 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,633 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,807,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,276 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,051 | UnrelatedBusinessRevenueAmt |
| Exclusion | $197,214 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840 | TotalAmt |
| Program Services | $840 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,804 | TotalAmt |
| Program Services | $26,680 | ProgramServicesAmt |
| Management And General | $133,402 | ManagementAndGeneralAmt |
| Fundraising | $106,722 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,645,027 | TotalAmt |
| Program Services | $1,261,917 | ProgramServicesAmt |
| Management And General | $203,473 | ManagementAndGeneralAmt |
| Fundraising | $179,637 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,358 | TotalAmt |
| Program Services | $98,084 | ProgramServicesAmt |
| Management And General | $19,297 | ManagementAndGeneralAmt |
| Fundraising | $16,977 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,736 | TotalAmt |
| Program Services | $112,800 | ProgramServicesAmt |
| Management And General | $21,040 | ManagementAndGeneralAmt |
| Fundraising | $19,896 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,694 | TotalAmt |
| Program Services | $100,241 | ProgramServicesAmt |
| Management And General | $23,964 | ManagementAndGeneralAmt |
| Fundraising | $20,489 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,766 | TotalAmt |
| Management And General | $13,766 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,030 | TotalAmt |
| Management And General | $16,030 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,971 | TotalAmt |
| Management And General | $298,971 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,596 | TotalAmt |
| Program Services | $176,238 | ProgramServicesAmt |
| Management And General | $1,543 | ManagementAndGeneralAmt |
| Fundraising | $4,815 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,714 | TotalAmt |
| Program Services | $133,592 | ProgramServicesAmt |
| Fundraising | $1,122 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,779 | TotalAmt |
| Program Services | $57,625 | ProgramServicesAmt |
| Management And General | $7,747 | ManagementAndGeneralAmt |
| Fundraising | $22,407 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,373 | TotalAmt |
| Program Services | $60,701 | ProgramServicesAmt |
| Management And General | $6,084 | ManagementAndGeneralAmt |
| Fundraising | $8,588 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638 | TotalAmt |
| Program Services | $638 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,366 | TotalAmt |
| Program Services | $363,370 | ProgramServicesAmt |
| Management And General | $11,119 | ManagementAndGeneralAmt |
| Fundraising | $4,877 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,745 | TotalAmt |
| Program Services | $22,354 | ProgramServicesAmt |
| Management And General | $4,759 | ManagementAndGeneralAmt |
| Fundraising | $12,632 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,003 | TotalAmt |
| Program Services | $22,240 | ProgramServicesAmt |
| Management And General | $16,774 | ManagementAndGeneralAmt |
| Fundraising | $11,989 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,966 | TotalAmt |
| Program Services | $535,547 | ProgramServicesAmt |
| Management And General | $10,230 | ManagementAndGeneralAmt |
| Fundraising | $7,189 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,482 | TotalAmt |
| Program Services | $37,152 | ProgramServicesAmt |
| Management And General | $194 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT & GENERAL MAI | $127,018 | $123,741 | $1,941 | $1,336 |
| EXHIBITION FEES & EXPEN | $122,483 | $122,483 | ||
| MEMBERSHIP DUES | $16,778 | $3,604 | $12,379 | $795 |
| STORAGE | $15,373 | $15,373 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,472 | TotalAmt |
| Program Services | $34,389 | ProgramServicesAmt |
| Management And General | $2,738 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,537,012 | TotalAmt |
| Program Services | $3,309,609 | ProgramServicesAmt |
| Management And General | $805,451 | ManagementAndGeneralAmt |
| Fundraising | $421,952 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853 | BOYAmt |
| EOY | $2,896 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,511,571 | BOYAmt |
| EOY | $2,075,912 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,916 | BOYAmt |
| EOY | $745,255 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,071 | BOYAmt |
| EOY | $10,076 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,917 | BOYAmt |
| EOY | $81,639 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,593 | BOYAmt |
| EOY | $37,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,501,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,319,973 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,307,221 | BOYAmt |
| EOY | $11,181,152 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,066,875 | BOYAmt |
| EOY | $29,811,580 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,717 | BOYAmt |
| EOY | $25,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,539,734 | BOYAmt |
| EOY | $43,971,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,214 | BOYAmt |
| EOY | $243,766 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,634 | BOYAmt |
| EOY | $319,484 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,279 | BOYAmt |
| EOY | $208,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $483,127 | BOYAmt |
| EOY | $771,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,973,364 | BOYAmt |
| EOY | $33,693,638 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,217 | BOYAmt |
| EOY | $679,190 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,720,026 | BOYAmt |
| EOY | $8,826,773 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,056,607 | BOYAmt |
| EOY | $43,199,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,539,734 | BOYAmt |
| EOY | $43,971,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,729,899 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$127,107 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $1,164,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,841,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,602,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,035,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,040,572 | CurrentTaxYearAmt |
| Total | $11,684,970 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,164,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,841,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,602,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,035,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,040,572 | CurrentTaxYearAmt |
| Total | $11,684,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,479,513 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,205,457 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $748,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $637,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,850 | CurrentTaxYearAmt |
| Total | $2,272,578 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,633 | CurrentTaxYearAmt |
| Total | $22,954 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,980,502 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,974,322 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,066,875 | BeginningYearBalanceAmt |
| Contributions | $610,206 | ContributionsAmt |
| Investment Earnings Or Losses | $151,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,718,350 | OtherExpendituresAmt |
| Administrative Expenses | $298,971 | AdministrativeExpensesAmt |
| End Year Balance | $29,811,580 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,301,743 | BeginningYearBalanceAmt |
| Contributions | $813,398 | ContributionsAmt |
| Investment Earnings Or Losses | $901,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,657,189 | OtherExpendituresAmt |
| Administrative Expenses | $293,003 | AdministrativeExpensesAmt |
| End Year Balance | $31,066,875 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,783,282 | BeginningYearBalanceAmt |
| Contributions | $5,102 | ContributionsAmt |
| Investment Earnings Or Losses | $3,535,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,609,123 | OtherExpendituresAmt |
| Administrative Expenses | $413,314 | AdministrativeExpensesAmt |
| End Year Balance | $31,301,743 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,330,283 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,448,039 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,689,160 | OtherExpendituresAmt |
| Administrative Expenses | $305,880 | AdministrativeExpensesAmt |
| End Year Balance | $29,783,282 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,618,107 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $423,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,440,567 | OtherExpendituresAmt |
| Administrative Expenses | $270,941 | AdministrativeExpensesAmt |
| End Year Balance | $29,330,283 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69560 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,122,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,122,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,151,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,692,157 | DepreciationAmt |
| Book Value | $9,459,507 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,793,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,624,202 | DepreciationAmt |
| Book Value | $169,619 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,614 | DepreciationAmt |
| Book Value | $430,026 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,181,152 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| WFU INVESTMENT POOL | $501,923 | F |
| VERGER FUND II | $29,309,657 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,811,580 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNT DUE TO AFFILIATE | Desc |
| Amt | $208,719 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,719 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,549,865 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$127,107 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $168,830 | OtherRevenueAmt |
| Revenue Not Reported | $41,723 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,508,142 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $298,971 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $298,971 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,807,113 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,406,871 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $168,830 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $168,830 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,238,041 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $298,971 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $298,971 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,537,012 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | REYNOLDA HOUSE HAS VARIOUS WORKS OF ART AND HISTORICAL TREASURES (APPROXIMATELY 4,250 ITEMS), WHICH INCLUDE THE ORIGINAL REYNOLDA HOUSE (APPROXIMATELY 30,000 SQUARE FEET) AND ITS CONTENTS, AS WELL AS PAINTINGS AND OTHER ITEMS SUBSEQUENTLY ACQUIRED. IN ACCORDANCE WITH ACCOUNTING FOR CONTRIBUTIONS, AN ENTITY NEED NOT RECOGNIZE SUCH ITEMS IN ITS FINANCIAL STATEMENTS IF THE ITEMS ARE ADDED TO COLLECTIONS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. IF PURCHASED, THE COLLECTION ITEMS ARE EXPENSED, AND IF DONATED, THEY ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE WORKS OF ART AND HISTORICAL TREASURES ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER WORKS OF ART AND HISTORICAL TREASURES. REYNOLDA HOUSE'S PAINTINGS ARE CATALOGED FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED ON AN ONGOING BASIS. THERE WERE NO PROCEEDS FROM SALE OF COLLECTION ITEMS OR PROCEEDS FROM INSURANCE RECOVERIES OF COLLECTION ITEMS AND THERE WERE NO PURCHASES OR DONATIONS OF COLLECTION ITEMS IN FISCAL YEAR 2016 OR 2015. |
| PART III, LINE 4: | REYNOLDA HOUSE IS RENOWNED FOR ITS COLLECTION OF AMERICAN ART. IN THE MID 1960S THE FOUNDING DIRECTORS SET OUT TO OBTAIN THE BEST EXAMPLES OF WORK FROM AMERICAN ARTISTS OF MAJOR SIGNIFICANCE. TODAY, MASTERPIECES FROM THREE CENTURIES OF PAINTING AND SCULPTURE MAKE UP THE COLLECTION, INCLUDING WORKS BY SUCH DISTINGUISHED ARTISTS AS ALBERT BIERSTADT, MARY CASSATT, FREDERIC CHURCH, JOHN SINGLETON COPLEY, THOMAS EAKINS, JACOB LAWRENCE, GEORGIA O'KEEFFE, AND GRANT WOOD. THE COLLECTION IS EXTRAORDINARY FOR ITS QUALITY AND PROVIDES AUDIENCES WITH A THOROUGH SURVEY OF MAJOR DEVELOPMENTS IN AMERICAN ART IN A WARM AND WELCOMING SETTING. |
| PART V, LINE 4: | THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE USED TO SUPPORT THE MUSEUM'S MISSION. |
| PART X, LINE 2: | REYNOLDA HOUSE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE FINANCIAL STATEMENTS. IF APPLICABLE, UNRELATED BUSINESS INCOME IS REPORTED ON IRS FORM 990-T. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2013 REMAIN SUBJECT TO INCOME TAX EXAMINATIONS. MANAGEMENT EVALUATED REYNOLDA HOUSE'S TAX POSITIONS AND CONCLUDED THAT REYNOLDA HOUSE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS OF JUNE 30, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 83,441. COST OF GOODS SOLD 85,389. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 83,441. COST OF GOODS SOLD 85,389. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SEE PART IV | Event1Nm |
| Gross Receipts Event1 | $150,201 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,286 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,915 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,649 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,079 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,015 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,698 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $150,201 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,286 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,915 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,649 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,079 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,015 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,698 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $83,441 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,526 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II, EVENT #1: | FormAndLineReferenceDesc |
| Explanation | EVENT #1 - "AN EVENING FOR REYNOLDA" GALA ON OCTOBER 2, 2015. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATHAN O HATCH | ||||||||||||||
| PRESIDENT OF WAKE FOREST U | $0 | $839,944 | $0 | $92,000 | $0 | $3,009,376 | $0 | $224,410 | $0 | $63,297 | $0 | $4,229,027 | $0 | $2,323,444 |
| ALLISON C PERKINS | ||||||||||||||
| EXECUTIVE DIRECTOR | $201,253 | $11,628 | $0 | $0 | $245 | $24 | $40,858 | $4,533 | $14,941 | $801 | $257,297 | $16,986 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB DUES ARE PROVIDED BY THE ORGANIZATION WHEN MEMBERSHIP FULFILLS A MUSEUM BUSINESS PURPOSE. ALL SUCH DUES ARE MONITORED FOR PERSONAL USE AND INCLUDED IN TAXABLE COMPENSATION WHEN APPLICABLE. |
| PART I, LINE 4B | THE COMPENSATION OF NATHAN O. HATCH, PRESIDENT OF WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION TO THE FILING ORGANIZATION, INCLUDES THE PAYOUT OF $2,893,501 (INCLUDED IN HIS 2015 W-2 INCOME) FROM HIS 10-YEAR, DEFERRED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN ("SERP") PROVIDED BY THAT RELATED ORGANIZATION THE PREVIOUS ANNUAL ACCRUALS FOR WHICH TOTAL $2,323,444 AS SHOWN IN COLUMN F OF SCHEDULE J, PART II AND HAVE BEEN REPORTED ON PRIOR YEARS' FORMS 990. THE COLUMN C OF SCHEDULE J, PART II TOTAL FOR DR. HATCH OF $224,410 INCLUDES $197,910 AS THE YEAR 2015 ACCRUAL ON HIS SERP. |
| PART II, ITEM 2: | THAT PORTION OF THE COMPENSATION PAID TO THE FILING ORGANIZATION'S EXECUTIVE DIRECTOR, ALLISON PERKINS, SHOWN ON SCHEDULE J, PART II, ITEM (2) LINE (II) IS PAID BY THE RELATED (PARENT) ORGANIZATION OF THE FILING ORGANIZATION, WAKE FOREST UNIVERSITY, AND REFLECTS NEW RESPONSIBILITIES ASSIGNED TO THE EXECUTIVE DIRECTOR BY THE PARENT ORGANIZATION RELATING TO REYNOLDA GARDENS, REAL PROPERTY BELONGING TO THE PARENT ORGANIZATION AND ADJOINING THE REAL PROPERTY OF THE FILING ORGANIZATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $90,264 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150 | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ADVANCEMENT OFFICE OF WAKE FOREST UNIVERSITY, A RELATED (PARENT) ORGANIZATION, PROCESSES ALL GIFTS (CASH AND NON-CASH) BY DATA ENTRY INTO ITS BANNER GENERAL LEDGER SYSTEM. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF REYNOLDA HOUSE, INC. WAKE FOREST UNIVERSITY HAS THE RIGHT, AS THE SOLE MEMBER, TO ELECT MEMBERS OF THE GOVERNING BODY, TO VOTE ON ACTIONS, AND APPROVE PROVISIONS OF THE BYLAWS BASED ON ARTICLE II OF THE BYLAWS OF REYNOLDA HOUSE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF REYNOLDA HOUSE, INC. AND ELECTS ITS DIRECTORS PER THE ARTICLES OF AMENDMENT OF REYNOLDA HOUSE, INC. DATED JANUARY 24TH, 2002 AND BYLAWS DATED APRIL 1, 2008 AND AFFILIATION AGREEMENT BETWEEN WAKE FOREST UNIVERSITY AND THE FILING ORGANIZATION DATED JANUARY 15, 2002. |
| FORM 990, PART VI, SECTION A, LINE 7B | WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION, HAS THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY, SUCH AS APPROVAL OF THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BODY. NEITHER THE ARTICLES OF INCORPORATION NOR THE BY-LAWS OF FILING ORGANIZATION MAY BE AMENDED WITHOUT THE WRITTEN APPROVAL OF THE WAKE FOREST UNIVERSITY BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS REVIEWED AND APPROVED BY THE FILING ORGANIZATION'S FINANCE COMMITTEE. THE FINAL 990 IS AVAILABLE AND EMAILED TO ALL BOARD DIRECTORS ONCE APPROVED BY THE FINANCE COMMITTEE AND BEFORE IT IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MUSEUM DEPARTMENT HEADS TO ANNUALLY REVIEW THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND DISCLOSE ANNUALLY (AND AS THEY ARISE) ANY POTENTIAL CONFLICTS OF INTEREST. THE POLICY PROVIDES A PROCESS FOR THE DETERMINATION OF CONFLICTS OF INTEREST AND THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE, WHO ARE INDEPENDENT MEMBERS OF THE BOARD, REVIEWS THE ASSOCIATION OF ART MUSEUM DIRECTORS MOST RECENT COMPENSATION SURVEY TO RECOMMEND THE APPROPRIATE SALARY RANGE AND BENEFITS PACKAGE FOR THE EXECUTIVE DIRECTOR POSITION FOR APPROVAL BY THE EXECUTIVE COMMITTEE AND THEN FOR APPROVAL BY THE FULL BOARD AT THE JUNE MEETING. THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE ENSURES WELL-DEFINED PROCESSES ARE IN PLACE FOR DETERMINING COMPETITIVE AND REASONABLE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES OF THE FILING ORGANIZATION. AT THE PRESENT TIME, THE ONLY POSITION THAT NEEDS COMPENSATION EVALUATED BY THE COMMITTEE IS THE EXECUTIVE DIRECTOR POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES. THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC ON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT/SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PAGE 1, LINE C: | DOING BUSINESS AS: REYNOLDA HOUSE MUSEUM OF AMERICAN ART |
| FORM 990, PART IV, LINE 12B & PART XII, LINE 2B: | THE FILING ORGANIZATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF WAKE FOREST UNIVERSITY, A RELATED (PARENT) ORGANIZATION. |
| FORM 990, PART VII, SECTION A, COLUMN B - HOURS | NATHAN O. HATCH FILING ORG 0.5 RELATED ORG 31.8 UNRELATED ORG 7.7 |
| FORM 990, PART VII, SECTION A, COLUMN F: | THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | EDUCATION & RESEARCH | NC | 501(C)(3) | LINE 2 | N/A | 0 | |
| WAKE FOREST UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 562038193 | REAL ESTATE HOLDING & MANAGEMENT | NC | 501(C)(3) | LINE 11A, I | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | MEDICAL EDUCATION, RESEARCH, AND PATIENT CARE | NC | 501(C)(3) | LINE 2 | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 562038194 | MANAGEMENT/SALE OF CHARITABLE REAL PROPERTY DONATIONS | NC | 501(C)(3) | LINE 11A, I | 0 | WAKE FOREST UNIVERSITY | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERGER FUND II LLC | ||||||||||||||
| PO BOX 7354 | WINSTONSALEM | NC | 27109 | 352514227 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | -$14,178 | $29,577,967 | 0 | 0 | 0.07940 | |
| VERGER CAPITAL FUND LLC | ||||||||||||||
| PO BOX 7354 | WINSTONSALEM | NC | 27109 | 464027021 | INVESTMENT | NC | N/A | |||||||
| VERGER CAPITAL MANAGEMENT LLC | ||||||||||||||
| PO BOX 7354 | WINSTONSALEM | NC | 27109 | 464037343 | INVESTMENT | NC | N/A | |||||||
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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