INDIANA STATE MUSEUM FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA STATE MUSEUM FOUNDATION INC (EIN 35-6202818)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201611339349304016
- Schema version
- 2014v6.0
- 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 I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:26:12-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356202818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MUSEUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3172339910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS A KING | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3172321637 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT A SCHUSTER | PreparerPersonNm |
| PTIN | P00019243 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MUSEUM AND HISTORIC SITES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS A KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,679,668 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.IN.GOV/ISM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSUEM AND HISTORIC SITES IN ITS OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,624,812 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,388,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,975 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $325,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,028 | PYOtherRevenueAmt |
| CY Other Revenue | $35,811 | CYOtherRevenueAmt |
| PY Total Revenue | $1,868,303 | PYTotalRevenueAmt |
| CY Total Revenue | $8,823,522 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,140,762 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,813,895 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $89,017 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,085 | PYOtherExpensesAmt |
| CY Other Expenses | $155,577 | CYOtherExpensesAmt |
| PY Total Expenses | $1,238,847 | PYTotalExpensesAmt |
| CY Total Expenses | $3,969,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $629,456 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,854,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,087,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,466,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $305,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,781,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,350,304 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSUEM AND HISTORIC SITES WITH THE OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,868,877 | ExpenseAmt |
| Grant | $3,813,895 | GrantAmt |
| Revenue | $72,975 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE INDIANA STATE MUSEUM AND HISTORIC SITES. THE SUPPORT PROMOTES EXHIBITIONS AND EDUCATIONAL PROGRAMS HIGHLIGHTING CULTURAL HISTORY, NATURAL HISTORY, ART, AND SCIENCE. | Desc |
| Total Program Service Expenses | $3,868,877 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA HENDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3172342721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 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 |
|---|---|---|---|---|---|---|---|
| WILLIAM BROWNE JR | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW DAHLEM | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA MAY | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLINT PLETCHER | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS A KING | |||||||
| CEO/PRESIDENT | 10.00 | Yes (X) | $0 | $143,902 | $0 | 30.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $143,902 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $235,228 | MembershipDuesAmt |
| Government Grants | $2,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,153,516 | AllOtherContributionsAmt |
| Noncash Contributions | $76,765 | NoncashContributionsAmt |
| Total Contributions | $8,388,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINCOLN LICENSE PLATES | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $72,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,975 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,975 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,452 | TotalRevenueColumnAmt |
| Exclusion | $61,452 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,076,797 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $812,257 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $264,540 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,540 | TotalRevenueColumnAmt |
| Exclusion | $264,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $79,700 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $43,889 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,811 | TotalRevenueColumnAmt |
| Exclusion | $35,811 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,823,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,975 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,803 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,813,895 | TotalAmt |
| Program Services | $3,813,895 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,578 | TotalAmt |
| Management And General | $11,578 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DEVELOPMENT EXPENSE | $89,017 | $89,017 | |
| RESTRICTED PROJECTS | $54,982 | $54,982 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,969,472 | TotalAmt |
| Program Services | $3,868,877 | ProgramServicesAmt |
| Management And General | $11,578 | ManagementAndGeneralAmt |
| Fundraising | $89,017 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,752,482 | BOYAmt |
| EOY | $6,439,444 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,427 | BOYAmt |
| EOY | $1,449,129 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,484 | BOYAmt |
| EOY | $1,436,877 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,931 | BOYAmt |
| EOY | $140,778 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,087,324 | BOYAmt |
| EOY | $9,466,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,292 | BOYAmt |
| EOY | $100,568 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,577 | BOYAmt |
| EOY | $15,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,869 | BOYAmt |
| EOY | $115,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,251 | BOYAmt |
| EOY | $2,478,096 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,194,284 | BOYAmt |
| EOY | $6,090,288 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,920 | BOYAmt |
| EOY | $781,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,781,455 | BOYAmt |
| EOY | $9,350,304 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,087,324 | BOYAmt |
| EOY | $9,466,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,854,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$287,215 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,014 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,479,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,225,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,616,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,624,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,388,744 | CurrentTaxYearAmt |
| Total | $17,334,660 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,675 | CurrentTaxYearAmt |
| Total | $1,289,361 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,080,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,301,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,890,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,811,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,541,419 | CurrentTaxYearAmt |
| Total | $18,624,021 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,020,000 | CurrentTaxYearAmt |
| Total | $4,136,482 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,020,000 | CurrentTaxYearAmt |
| Total | $4,136,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,487,539 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,452 | CurrentTaxYearAmt |
| Total | $207,620 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,452 | CurrentTaxYearAmt |
| Total | $207,620 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,117,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,329,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,917,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,863,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,602,871 | CurrentTaxYearAmt |
| Total | $18,831,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97550 | PublicSupportPY509Pct |
| Investment Income CY | 0.01100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01540 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,391,756 | BeginningYearBalanceAmt |
| Contributions | $6,973 | ContributionsAmt |
| Investment Earnings Or Losses | $34,616 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,447 | AdministrativeExpensesAmt |
| End Year Balance | $1,421,898 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,157,825 | BeginningYearBalanceAmt |
| Contributions | $23,562 | ContributionsAmt |
| Investment Earnings Or Losses | $220,108 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,739 | AdministrativeExpensesAmt |
| End Year Balance | $1,391,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,019,364 | BeginningYearBalanceAmt |
| Contributions | $3,416 | ContributionsAmt |
| Investment Earnings Or Losses | $143,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,114 | OtherExpendituresAmt |
| End Year Balance | $1,157,825 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,064,764 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,050,231 | OtherExpendituresAmt |
| End Year Balance | $1,019,364 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,619,640 | BeginningYearBalanceAmt |
| Contributions | $556,680 | ContributionsAmt |
| Grants Or Scholarships | $376,209 | GrantsOrScholarshipsAmt |
| Other Expenditures | $672,449 | OtherExpendituresAmt |
| End Year Balance | $2,064,764 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST LIABILITY | Desc |
| Amt | $15,356 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,356 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,526,743 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$287,215 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,014 | OtherRevenueAmt |
| Revenue Not Reported | -$285,201 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,811,944 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,578 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,578 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,823,522 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $143,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $143,999 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,578 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,813,895 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,825,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,969,472 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-TRUST ASSETS 2,014. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER OF CASH TO INDIANA STATE MUSEUM AND HISTORIC SITES 3,813,895. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $79,700 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $79,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $43,889 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $79,700 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $79,700 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,889 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,889 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,811 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 452282284 | RecipientEIN |
| IRC Section | GOVERNMENTAL | IRCSectionDesc |
| Cash Grant | $3,813,895 | CashGrantAmt |
| Purpose Of Grant | SUPPORT OF INDIANA STATE MUSEUM AND HISTORIC SITES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS WERE AWARDED ONLY TO INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION, A RELATED ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | REFRESHMENTS | 3 | $38,060 | COST |
| Yes (X) | ADVERTISING | 2 | $20,000 | COST |
| Yes (X) | TOTE BAGS | 1 | $9,800 | COST |
| Yes (X) | STORAGE SHELVING | 1 | $8,905 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT AND FINANCE COMMITTEE REVIEWS THE FORM 990. IT IS THEN DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. ADDITIONALLY, THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD OF INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE COMPLETED BY THE ENTIRE BOARD AND REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS NO COMPENSATION PAID FROM THIS ENTITY, THEREFORE THERE ARE NOT POLICIES GOVERNING THE APPROVAL OF COMPENSATION. COMPENSATION IS PAID FROM INDIANA STATE MUSEUM AND HISTORIC SITES COROPORATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST TRUST 2,014. |
| FORM 990 PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452282284 | EIN |
| Primary Activities | OPERATE THE INDIANA STATE MUSEUM AND HISTORIC SITES | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Public Charity Status | LINE 6 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION | |
| B | $3,813,895 |
| INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION | |
| P | $89,017 |
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