HERMITAGE ARTIST RETREAT INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HERMITAGE ARTIST RETREAT INC (EIN 30-0104608)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-16
- IRS object ID
- 201623519349300437
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-16T16:55:03-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273958690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEJANDRA M JUFFE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 PINE ST STE 126 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342234457 | 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 | 300104608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERMITAGE ARTIST RETREAT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 9414752098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6660 MANASOTA KEY ROAD | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE RODGERS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9414752098 | PhoneNum |
| Signature | 2016-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEJANDRA JUFFE | PreparerPersonNm |
| PTIN | P00177758 | PTIN |
| Phone | 9414757937 | PhoneNum |
| Preparation | 2016-12-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE RODGERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6660 MANASOTA KEY ROAD | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $640,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERMITAGE-FL-ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY, & SERVE OUR COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $443,023 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $3,847 | CYInvestmentIncomeAmt |
| CY Other Revenue | $136,606 | CYOtherRevenueAmt |
| CY Total Revenue | $583,476 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $282,040 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $254,118 | CYOtherExpensesAmt |
| CY Total Expenses | $546,158 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $37,318 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,349,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,382,895 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,861 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,319,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,349,034 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY, AND SERVE OUR GULF COAST COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $485,344 | ExpenseAmt |
| Desc | ARTIST IN RESIDENCE PROGRAM: TO PROVIDE CREATIVE TIME AND INSPIRING SPACE FOR ARTISTS FROM AROUND THE WORLD TO COME AND CREATE, AND TO SHARE THEIR TALENTS WITH THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,814 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $59,871 | RevenueAmt |
| Desc | THE GREENFIELD PRIZE: BECAME OFFICIAL AS OF 09/19/08 AND REPRESENTS A NEW, YET INNOVATED FOUNDATION RELATIONSHIP. THE ENTITY SIGNED A CONTRACT WITH THE GREENFIELD FOUNDATION OF PHILADELPHIA TO CREATE, ADMINISTER AND PROMOTE A COMPETITIVE, NATIONAL ARTS PRIZE TO BE CALLED THE GREENFIELD PRIZE. THE PRIZE ROTATES EVERY YEAR AMONG PLAYWRIGHTERS, COMPOSERS, AND A "WILD CARD" YEAR WHEN IT COULD BE IN ANY ARTISTIC FORM AS DECIDED BY THE HERMITAGE NATIONAL ARTIST ADVISORY COMMITTEE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $546,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE RODGERS | PersonNm |
| Phone | 9414752098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6660 MANASOTA KEY RD | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LAURA KAMISNKY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ILENE DENTON | ||||||
| BOARD MEMNER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY BOLD | ||||||
| TRESURER | 9.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA DONELSON | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEBBI BENEDICT | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELLEN BERMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOY P ROGERS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE PAPPAS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSIE SAMP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK J RIEF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN SOLEM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NELDA THOMPSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ADLER | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE REDWINE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE PERRET | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE RODGERS | ||||||
| DIRECTOR | 40.00 | $108,774 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,774 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $443,023 | AllOtherContributionsAmt |
| Total Contributions | $443,023 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,847 | TotalRevenueColumnAmt |
| Exclusion | $3,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,863 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $57,257 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,606 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $583,476 | TotalRevenueColumnAmt |
| Exclusion | $3,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,774 | TotalAmt |
| Program Services | $81,581 | ProgramServicesAmt |
| Management And General | $27,193 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,235 | TotalAmt |
| Program Services | $114,176 | ProgramServicesAmt |
| Management And General | $38,059 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,031 | TotalAmt |
| Program Services | $15,773 | ProgramServicesAmt |
| Management And General | $5,258 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $802 | TotalAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,336 | TotalAmt |
| Management And General | $8,336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,997 | TotalAmt |
| Program Services | $51,116 | ProgramServicesAmt |
| Management And General | $11,881 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,133 | TotalAmt |
| Program Services | $14,133 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,276 | TotalAmt |
| Program Services | $1,974 | ProgramServicesAmt |
| Management And General | $27,302 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,685 | TotalAmt |
| Program Services | $49,070 | ProgramServicesAmt |
| Management And General | $23,615 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,642 | TotalAmt |
| Program Services | $15,642 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,226 | TotalAmt |
| Program Services | $42,813 | ProgramServicesAmt |
| Management And General | $1,413 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,021 | TotalAmt |
| Program Services | $4,516 | ProgramServicesAmt |
| Management And General | $1,505 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,158 | TotalAmt |
| Program Services | $400,794 | ProgramServicesAmt |
| Management And General | $145,364 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771 | BOYAmt |
| EOY | $44,737 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,572 | BOYAmt |
| EOY | $67,607 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,046 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,358,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $295,838 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,958 | BOYAmt |
| EOY | $1,063,016 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,447 | BOYAmt |
| EOY | $207,035 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,294 | BOYAmt |
| EOY | $1,382,895 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,835 | BOYAmt |
| EOY | $23,861 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,377 | BOYAmt |
| EOY | $33,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,369 | BOYAmt |
| EOY | $1,192,055 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,548 | BOYAmt |
| EOY | $14,979 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,000 | BOYAmt |
| EOY | $142,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,917 | BOYAmt |
| EOY | $1,349,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,294 | BOYAmt |
| EOY | $1,382,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $37,318 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,200 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $353,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $413,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,023 | CurrentTaxYearAmt |
| Total | $2,030,929 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,863 | CurrentTaxYearAmt |
| Total | $753,865 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $595,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $484,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $557,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $510,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $636,886 | CurrentTaxYearAmt |
| Total | $2,784,794 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $27,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,034 | CurrentTaxYearAmt |
| Total | $161,370 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $160,014 | CurrentTaxYearAmt |
| Total | $437,070 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $27,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $221,048 | CurrentTaxYearAmt |
| Total | $598,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,186,354 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,847 | CurrentTaxYearAmt |
| Total | $20,074 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,847 | CurrentTaxYearAmt |
| Total | $20,074 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $597,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $563,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $514,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $640,733 | CurrentTaxYearAmt |
| Total | $2,804,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77640 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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) |
|---|---|---|
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,447 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,738 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,674 | OtherExpendituresAmt |
| End Year Balance | $207,035 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,199 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,050 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,952 | OtherExpendituresAmt |
| End Year Balance | $221,447 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,538 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $29,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,638 | OtherExpendituresAmt |
| End Year Balance | $233,199 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,526 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $20,810 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,761 | OtherExpendituresAmt |
| Administrative Expenses | $1,037 | AdministrativeExpensesAmt |
| End Year Balance | $209,538 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $193,526 | ContributionsAmt |
| End Year Balance | $193,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,257,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,273 | DepreciationAmt |
| Book Value | $1,053,042 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,565 | DepreciationAmt |
| Book Value | $9,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,063,016 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DIGNAM FUND | $156,979 | F |
| CREATIVE FUTURES | $50,056 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $207,035 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $575,276 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,200 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$8,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $583,476 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $583,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $546,158 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $546,158 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $546,158 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THE EFFECT OF AN ACCOUNTING STANDARD RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2016. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS FOR 2013,2014, AND 2015 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THE FEDERAL INCOME TAX RETURNS WERE FILED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LOBSTER BAKE | Event1Nm |
| Gross Receipts Event1 | $125,732 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $125,732 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $36,411 | OtherDirectExpensesEvent1Amt |
| Event2 | GREENFIELD PRIZ | Event2Nm |
| Gross Receipts Event2 | $59,871 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $59,871 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,815 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,260 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $8,260 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,031 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $193,863 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $193,863 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $57,257 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $57,257 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $136,606 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | THE GREENFIELD PRIZE | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | PART III, COLUMN (A) TYPE OF GRANT OR ASSISTANCE: THE GREENFIELD PRIZE-- A COMPETITIVE, NATIONAL ARTS PRIZE TO BE CALLED THE GREENFIELD PRIZE. THE PRIZE ROTATES EVERY YEAR AMOUNG PLAYWRIGHTERS, COMPOSERS, AND A "WILD CARD" YEAR WHEN IT COULD BE IN ANY ARTISTIC FORM AS DECIDED BY THE HERMITAGE NATIONAL ARTIST ADVISORY COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT OF FORM 990 IS SENT TO THE ORGANIZATION, WHERE IT IS REVIEWED BY THE BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 12C | POTENTIAL CONFLICTS ARE THE SUBJECT OF BOARD DISCUSSION BEFORE ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION USES COMPARABILITY DATA FROM TWO DIFFERENT SOURCES TO DETERMINE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION USES COMPARABILITY DATA FROM TWO DIFFERENT SOURCES TO DETERMINE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | GREENFIELD PRIZE ALL OTHER EX 30,999 0 0 BANK FEES 0 3,777 0 DEVELOPMENT 0 8,104 0 ARTIST ASSISTANCE 20,117 0 0 |
| FORM 990, PART XI, LINE 9 | ROUNDING -1 TOTAL -1 |
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