PETERSEN AUTOMOTIVE MUSEUM FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PETERSEN AUTOMOTIVE MUSEUM FOUNDATION (EIN 95-4739699)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201622289349304357
- 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 J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T13:19:40-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954739699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3109646356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY KARGES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3109646356 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY KARGES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $116,782,575 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PETERSEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO THE EXPLORATION AND PRESENTATION OF THE AUTOMOBILE AND ITS IMPACT ON AMERICAN LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 135 | TotalVolunteersCnt |
| Total Gross UBI | $821,088 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,629 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,020,230 | PYContributionsGrantsAmt |
| CY Contributions Grants | $113,866,598 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,944,931 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $173,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,019,506 | PYInvestmentIncomeAmt |
| CY Investment Income | -$111,292 | CYInvestmentIncomeAmt |
| PY Other Revenue | $411,893 | PYOtherRevenueAmt |
| CY Other Revenue | $1,032,128 | CYOtherRevenueAmt |
| PY Total Revenue | $18,396,560 | PYTotalRevenueAmt |
| CY Total Revenue | $114,960,503 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,518,593 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,559,623 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $150,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $910,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,087,300 | PYOtherExpensesAmt |
| CY Other Expenses | $5,974,872 | CYOtherExpensesAmt |
| PY Total Expenses | $7,605,893 | PYTotalExpensesAmt |
| CY Total Expenses | $9,684,495 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,790,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $105,276,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,152,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,291,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,209,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,920,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,942,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $170,371,080 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PETERSEN AUTOMOTIVE MUSEUM FOUNDATION IS DEDICATED TO THE EXPLORATION AND PRESENTATION OF THE AUTOMOBILE AND ITS IMPACT ON AMERICAN LIFE AND CULTURE USING LOS ANGELES AS THE PRIME EXAMPLE. THEMUSEUM FOUNDATION OBTAINS, PRESERVES AND DISPLAYS VINTAGE, CLASSIC AND OTHER RARE OR VALUABLE AUTOMOBILES AND OBJECTS WITH THE PURPOSE OF EDUCATING THE PUBLIC AS TO THE CULTURAL, SOCIAL AND ENVIRONMENTAL EFFECTS FROM THE RISE OF THE AUTOMOBILE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,957,239 | ExpenseAmt |
| Revenue | $194,646 | RevenueAmt |
| Desc | PUBLIC EDUCATION PROGRAMS ARE OFFERED TO SCHOOL CHILDREN, SENIORS, FAMILIES, AUTOMOTIVE ENTHUSIASTS, AND THE GENERAL PUBLIC, THROUGH THE MUSEUM EXHIBITS, LECTURES, EVENTS, TOURS, AND PROGRAMS CONDUCTED IN THE COMMUNITY. THE MUSEUM COLLECTS, PRESERVES AND INTERPRETS HISTORICALLY SIGNIFICANT VEHICLES AND AUTOMOTIVE-RELATED ARTIFACTS. PUBLIC PROGRAMS PROVIDE FOCUSED AND DEEPER LEARNING ABOUT THE CONTENT IN THE 25 NEW GALLERIES. THE MUSEUM OFFERS GALLERY TALKS, SPECIAL TOURS, FILM SCREENINGS, AUTHOR PRESENTATIONS, HANDS-ON WORKSHOPS, SEMINARS, AND LECTURES TO ENGAGE ADULT AUDIENCES IN LIFE-LONG LEARNING AND FUN EDUCATIONAL EXPERIENCES. | Desc |
| Total Program Service Expenses | $6,957,239 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EITAN GINSBURG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3239646364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PETER MULLIN | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID SYDORICK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE MEYER | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD VARNER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM AHMANSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG PENSKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD ROEDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES NEARBURG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HAMMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE PIRO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY KARGES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $285,000 | $0 | $1,034 | |
| ADAM LANGSBARD | ||||||
| CMO | 40.00 | Yes (X) | $165,652 | $0 | $11,332 | |
| EITAN GINSBURG | ||||||
| CFO | 40.00 | Yes (X) | $97,066 | $0 | $14,245 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $547,718 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALKER REAL ESTATE SERVICE | |||||
| 1215 S GRAND AVE | PASADENA | CA | 91105 | CONSTRUCTION MANAGEMENT | $191,000 |
| FLASHPOINT GRAPHIX | |||||
| 3620 W VALHALLA DR | BURBANK | CA | 91505 | EXHIBIT GRAPHICS AND PRINTING | $146,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $599,963 | MembershipDuesAmt |
| Fundraising | $532,017 | FundraisingAmt |
| All Other Contributions | $112,734,618 | AllOtherContributionsAmt |
| Noncash Contributions | $91,752,558 | NoncashContributionsAmt |
| Total Contributions | $113,866,598 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM ADMISSION FEES | 900099 | $98,611 | $98,611 |
| MEMBERSHIP EVENTS | 900099 | $57,595 | $57,595 |
| MUSEUM USE AND SERVICES | 900099 | $16,863 | $16,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $173,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $814,555 | TotalRevenueColumnAmt |
| Exclusion | $814,555 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,018 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,018 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,018 | TotalRevenueColumnAmt |
| Exclusion | $23,018 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $618,454 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $631,631 | SecuritiesAmt |
| Other | $912,670 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$13,177 | SecuritiesAmt |
| Other | -$912,670 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$925,847 | TotalRevenueColumnAmt |
| Exclusion | -$925,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $89,670 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $532,017 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $205,811 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$116,141 | TotalRevenueColumnAmt |
| Exclusion | -$116,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $93,537 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $71,960 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,577 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING FEES | 812930 | $1,033,057 | $821,088 | $211,969 |
| OTHER INCOME | 900099 | $70,617 | $70,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,103,674 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,960,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,646 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $821,088 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,171 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,351 | TotalAmt |
| Program Services | $408,722 | ProgramServicesAmt |
| Management And General | $130,237 | ManagementAndGeneralAmt |
| Fundraising | $74,392 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,563 | TotalAmt |
| Program Services | $1,645,987 | ProgramServicesAmt |
| Management And General | $536,663 | ManagementAndGeneralAmt |
| Fundraising | $307,913 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,786 | TotalAmt |
| Program Services | $11,883 | ProgramServicesAmt |
| Management And General | $891 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,946 | TotalAmt |
| Program Services | $158,854 | ProgramServicesAmt |
| Management And General | $25,849 | ManagementAndGeneralAmt |
| Fundraising | $11,243 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,977 | TotalAmt |
| Program Services | $176,395 | ProgramServicesAmt |
| Management And General | $43,678 | ManagementAndGeneralAmt |
| Fundraising | $26,904 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,444 | TotalAmt |
| Management And General | $477,444 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,787 | TotalAmt |
| Management And General | $85,787 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Fundraising | $150,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,918 | TotalAmt |
| Program Services | $78,151 | ProgramServicesAmt |
| Fundraising | $73,767 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,800 | TotalAmt |
| Program Services | $100,494 | ProgramServicesAmt |
| Fundraising | $38,306 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,524 | TotalAmt |
| Program Services | $118,935 | ProgramServicesAmt |
| Management And General | $14,146 | ManagementAndGeneralAmt |
| Fundraising | $35,443 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,376 | TotalAmt |
| Program Services | $62,635 | ProgramServicesAmt |
| Management And General | $22,076 | ManagementAndGeneralAmt |
| Fundraising | $11,665 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,164 | TotalAmt |
| Program Services | $669,693 | ProgramServicesAmt |
| Management And General | $16,837 | ManagementAndGeneralAmt |
| Fundraising | $3,634 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,055 | TotalAmt |
| Program Services | $66,355 | ProgramServicesAmt |
| Management And General | $1,708 | ManagementAndGeneralAmt |
| Fundraising | $36,992 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,000 | TotalAmt |
| Program Services | $400,000 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,497 | TotalAmt |
| Program Services | $1,694,103 | ProgramServicesAmt |
| Management And General | $43,662 | ManagementAndGeneralAmt |
| Fundraising | $8,732 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,522 | TotalAmt |
| Program Services | $374,969 | ProgramServicesAmt |
| Management And General | $61,015 | ManagementAndGeneralAmt |
| Fundraising | $26,538 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FINANCE CHARGES | $756,338 | $453,273 | $302,517 | $548 |
| AUTOMOBILE MAINTENANCE | $167,002 | $158,244 | $6,051 | $2,707 |
| EXHIBIT COSTS | $152,163 | $151,353 | $810 | |
| FOOD AND BEVERAGE | $134,840 | $86,936 | $3,100 | $44,804 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,442 | TotalAmt |
| Program Services | $140,257 | ProgramServicesAmt |
| Management And General | $45,279 | ManagementAndGeneralAmt |
| Fundraising | $55,906 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,684,495 | TotalAmt |
| Program Services | $6,957,239 | ProgramServicesAmt |
| Management And General | $1,816,940 | ManagementAndGeneralAmt |
| Fundraising | $910,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,409 | BOYAmt |
| EOY | $5,416,927 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,405 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,602,745 | BOYAmt |
| EOY | $16,636,621 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,239,206 | BOYAmt |
| EOY | $166,285 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,907 | BOYAmt |
| EOY | $136,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,486 | BOYAmt |
| EOY | $173,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $162,088,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,422,089 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,030,337 | BOYAmt |
| EOY | $159,666,742 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,932,692 | BOYAmt |
| EOY | $33,098,464 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,121,955 | BOYAmt |
| EOY | $7,996,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,152,142 | BOYAmt |
| EOY | $223,291,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,776,058 | BOYAmt |
| EOY | $12,585,346 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,493 | BOYAmt |
| EOY | $335,401 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,798 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,209,349 | BOYAmt |
| EOY | $52,920,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,161,158 | BOYAmt |
| EOY | $163,900,832 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,781,635 | BOYAmt |
| EOY | $6,470,248 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,942,793 | BOYAmt |
| EOY | $170,371,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,152,142 | BOYAmt |
| EOY | $223,291,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $105,276,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,530,964 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$18,316,757 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,517,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,326,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,020,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,830,671 | CurrentTaxYearAmt |
| Total | $133,190,463 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,517,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,326,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,020,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,830,671 | CurrentTaxYearAmt |
| Total | $133,190,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $97,350,674 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,839,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $912,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $837,573 | CurrentTaxYearAmt |
| Total | $2,163,445 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,586 | CurrentTaxYearAmt |
| Total | $573,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $135,926,916 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,331,452 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.26370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
| Public Support PY509 | 0.60580 | PublicSupportPY509Pct |
| Investment Income PY | 0.05450 | InvestmentIncomePYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $885,000 | RevenuesIncludedAmt |
| Assets Included | $7,996,127 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,607,976 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$843,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $665,736 | OtherExpendituresAmt |
| End Year Balance | $33,098,464 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,663,526 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,944,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,000 | OtherExpendituresAmt |
| End Year Balance | $34,607,976 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $32,492,102 | ContributionsAmt |
| Investment Earnings Or Losses | $546,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $375,000 | OtherExpendituresAmt |
| End Year Balance | $32,663,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,650,000 | OtherCostOrOtherBasisAmt |
| Book Value | $49,650,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,550,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $953,098 | DepreciationAmt |
| Book Value | $39,596,902 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,265,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,468,991 | DepreciationAmt |
| Book Value | $2,796,777 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,623,063 | OtherCostOrOtherBasisAmt |
| Book Value | $67,623,063 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $159,666,742 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $95,450,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,530,964 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $331,897 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$18,311,307 | OtherRevenueAmt |
| Revenue Not Reported | -$19,510,374 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,960,503 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,960,503 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,021,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $331,897 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,450 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $337,347 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,684,495 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,684,495 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, PERMANENT COLLECTION ITEMS PURCHASED BY OR DONATED TO THE FOUNDATION ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE FOUNDATION'S COLLECTION IS MADE UP OF VEHICLES, MOTORCYCLES AND OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER EDUCATIONAL PROGRAM ACTIVITIES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASED COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. DEACCESSION PROCEEDS ARE REQUIRED BY FOUNDATION POLICY TO BE APPLIED TO THE ACQUISITION OF OTHER ITEMS FOR THE PERMANENT COLLECTION. THE FOUNDATION ALSO HAS ACCESS TO THE USE OF VEHICLES AND OBJECTS THAT ARE LOANED FROM VARIOUS INDIVIDUALS AND INSTITUTIONS FOR EXHIBIT PURPOSES. |
| PART III, LINE 4: | THE COLLECTION IS MADE UP OF RARE AND COLLECTIBLE VEHICLES FOR THE EDUCATION OF THE GENERAL PUBLIC ABOUT TO THE CULTURAL, SOCIAL, TECHNOLOGICAL AND ENVIRONMENTAL DEVELOPMENT AND EFFECTS OF THE AUTOMOBILE. |
| PART V, LINE 4: | THE INTENTION OF THE ENDOWMENT IS THAT THE PRINCIPAL BE PRESERVED, AND INFLATION PROTECTED, TO PROVIDE FOR A CONTINUOUS FLOW OF ANNUAL DISTRIBUTIONS TO SUPPORT THE OPERATIONS OF THE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVERSAL OF UNCONDITIONAL PROMISE TO GIVE THE USE OF A BUILDING -18,311,307. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 5,450. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTH COAST PARTNERSHIPS INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3197 AIRPORT LOOP DR SUITE E | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CORP DONATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $750,000 | GrossReceiptsAmt |
| Retained By Contractor | $150,000 | RetainedByContractorAmt |
| Net To Organization | $600,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $750,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $150,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $600,000 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA DINNER | Event1Nm |
| Gross Receipts Event1 | $621,687 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $532,017 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $89,670 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $67,762 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $41,167 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $96,882 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $621,687 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $532,017 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $89,670 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $67,762 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $41,167 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $96,882 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $205,811 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$116,141 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRY KARGES | ||||||||||||||
| EXECUTIVE DIRECTOR | $285,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,034 | $0 | $286,034 | $0 | $0 | $0 |
| ADAM LANGSBARD | ||||||||||||||
| CMO | $165,652 | $0 | $0 | $0 | $0 | $0 | $3,577 | $0 | $7,755 | $0 | $176,984 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2014-12-04 | BondIssuedDt |
| Issue Price | $39,600,000 | IssuePriceAmt |
| Purpose | RENOVATION OF A BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $39,600,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $11,993 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $39,588,007 | CapitalExpendituresAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $885,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $631,631 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $90,200,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUTO PARTS | 1 | $19,130 | FMV |
| Yes (X) | AUDIO EQUIP. | 1 | $11,797 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 10 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NONCASH DONATIONS ARE LISTED BY TOTAL NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS FIRST REVIEWED BY THE CFO. IT IS THEN DISTRIBUTED AND REVIEWED BY ALL THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS TO SIGN THE CONFLICT OF INTEREST STATEMENT NOTIFYING THEM OF ANY CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL OFFICERS IS DETERMINED BY THE BOARD BASED ON MARKET RATES, INDIVIDUAL PAY HISTORY, AND IT IS ALSO COMPARED TO OTHER ORGANIZATIONS OF SIMILAR EMPLOYEE SIZE AND/OR BUDGET SIZE. THIS IS REVIEWED ANNUALLY BY THE BOARD INDEPENDENTLY, WITHOUT THE PARTICIPATION OF INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF UNCONDITIONAL PROMISE TO GIVE THE USE OF A BUILDING -18,311,307. BAD DEBT EXPENSE -5,450. |
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