2015-05-07T10:18:36-05:00 2014-06-30 591954606 CAVANAUGH AND COMPANY 2381 FRUITVILLE ROAD SARASOTA FL 34237 990 2013-07-01 300104608 THE HERMITAGE ARTIST RETREAT INC HERM 9414752098 6660 MANASOTA KEY ROAD ENGLEWOOD FL 34223 BRUCE RODGERS DIRECTOR 9414752098 2015-04-24 MICHAEL R PENDER P00850742 9413662983 2015-04-23 2013 2016-02-25 16:41:14Z BRUCE RODGERS 6660 MANASOTA KEY ROAD ENGLEWOOD FL 34223 573943 0 X WWW.HERMITAGE-FL.ORG X 2002 FL TO NURTURE CREATIVITY,PRESERVE A FLORIDA HISTORIC SITE,PROTECT NATIVE ECOLOGY,& SERVE OUR COMMUNITY." 18 18 4 35 0 0 353265 413541 59028 64375 4751 11485 32729 53409 449773 542810 30000 30000 0 0 196479 251025 0 0 0 223332 255092 449811 536117 -38 6693 1372177 1401579 32570 29839 1339607 1371740 X TO NURTURE CREATIVITY, PRESERVE A FLORIDA HISTORIC SITE, PROTECT NATIVE ECOLOGY, AND SERVE OUR GULF COAST COMMUNITIES 0 0 441106 30000 75287 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.MEASURABLE RESULTS: 78 CREATIVE ARTISTS SPENT 1200 DAYS AT THE HERMITAGE DURING THIS FISCAL YEAR. THEY PERFORMED 40 COMMUNITY PROGRAMS FOR APPROXIMATELY 5000 STUDENTS, ADULTS, AND SENIORS. THE GREENFIELD PRIZE BECAME OFFICIAL AS OF 09/19/08 AND REPRESENTS A NEW, YET INNOVATIVE FOUNDATION RELATIONSHIP. WE 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 PLAYWRIGHTS, COMPOSERS, AND A 'WILD CARD' YEAR WHEN IT COULD BE IN ANY ARTISTIC FORM AS DECIDED BY THE HERMITAGE NATIONAL ARTIST ADVISORY COMMITTEE. THE PRIZE CONSISTS OF THE FOLLOWING ELEMENTS:*A $30,000 COMMISSION FOR A NEW WORK, PAID OUT IN MUTUALLY AGREED-UPON INCREMENTS AS THE WORK IS COMPLETED.*A HERMITAGE RESIDENCY.*PARTNER WITH A REGIONAL ARTS ORGANIZATION TO DEVELOP THE NEW WORK.THE PRIZE IS AWARDED ANNUALLY AT A SPECIAL EVENT INCLUDING A DINNER AND SPECIAL KEYNOTE SPEAKER.THE PRIZE HAS IT'S OWN WEBSITE WWW.GREENFIELDPRIZE.ORG. 441106 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 1 1 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X BRUCE RODGERS 9414752098 6660 MANASOTA KEY ROAD ENGLEWOOD FL 34223 CAROLINE ANDRUS BOARD MEMBER 1.00 X 0 0 0 LAURA KAMINSKY BOARD MEMBER 0.10 X 0 0 0 ILENE DENTON PRESIDENT 1.00 X X 0 0 0 LARRY BOLD TREASURER 9.00 X X 0 0 0 REBECCA DONELSON SECRETARY 0.80 X X 0 0 0 DEBBI BENEDICT VICE PRESIDENT 0.80 X X 0 0 0 ELLEN BERMAN BOARD MEMBER 0.10 X 0 0 0 ALEXANDER JUPIN BOARD MEMBER 0.10 X 0 0 0 R ANDREW MAASS BOARD MEMBER 0.10 X 0 0 0 GEORGE PAPPAS BOARD MEMBER 0.10 X 0 0 0 SUSIE SAMP BOARD MEMBER 0.10 X 0 0 0 BRAD GODDARD BOARD MEMBER 0.10 X 0 0 0 FRANK J RIEF BOARD MEMBER 0.10 X 0 0 0 KAREN SOLEM BOARD MEMBER 0.10 X 0 0 0 NELDA THOMPSON BOARD MEMBER 0.10 X 0 0 0 STEVE ADLER BOARD MEMBER 0.10 X 0 0 0 MATT DEPALMA BOARD MEMBER 0.10 X 0 0 0 BRUCE RODGERS EXECUTIVE DIRECTOR 40.00 X 93160 0 0 93160 0 0 0 0 0 0 0 413541 413541 GREENFIELD PRIZE 900099 64375 64375 64375 5514 5514 5971 0 5971 5971 5971 79489 31021 48468 48468 511 112 399 399 MISC. REVENUE 900099 4542 4542 4542 542810 75287 0 53982 30000 30000 94884 74010 20874 138302 107875 30427 17839 13914 3925 11216 11216 1500 1500 14181 14181 8832 755 8077 5032 5032 34794 33003 1791 44671 44671 2083 2083 36598 34768 1830 GREENFIELD PRIZE ALL EX 67051 67051 ARTISTS OUTREACH EXPENS 12496 12496 DEVELOPMENT 7924 7924 DUES AND MEMBERSHIPS 4945 4945 3769 1850 1919 536117 441106 95011 0 163 10158 129526 107335 925 0 1272991 222104 1032025 1050887 209538 233199 1372177 1401579 32570 25089 4500 250 32570 29839 X 1145361 1162672 52246 67068 142000 142000 1339607 1371740 1372177 1401579 6693 25440 0 X X 0 1 X 1 0 X 335405 428110 465696 353265 413541 1996017 34475 144437 129398 131214 144375 583899 369880 572547 595094 484479 557916 2579916 27650 27700 51345 21255 127950 129875 175044 130528 157500 592947 157525 202744 181873 178755 720897 1859019 342 86 2151 4751 5514 12844 342 86 2151 4751 5514 12844 69 168 4542 4779 370291 572801 597245 489230 567972 2597539 0.71570 0.61950 0.00490 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 209538 29299 5638 233199 193526 1000 20810 4761 1037 209538 193526 193526 0.24000 0.61000 0.15000 1 0 1160409 173380 987029 112582 48724 63858 1050887 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 233199 C 233199 X 562391 25440 112 25552 536839 5971 5971 542810 530258 -5859 -5859 536117 0 536117 PART V, LINE 4: THE ENDOWMENT FUNDS ARE ESTABLISHED TO SUPPORT PRESERVATION AND MAINTENANCE OF THE ORGANIZATION'S CAMPUS. PART X, LINE 2: MANGEMENT 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, 2013. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS FOR 2012, 2011 AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THE FEDERAL INCOME TAX RETURNS WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS $112 PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSET PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS $ 112 GAIN ON SALE OF ASSET LOBSTER BAKE 79489 79489 31021 79489 79489 31021 31021 48468 1 THE GREENFIELD PRIZE -- A COMPETITIVE, NATIONAL ARTS PRIZE TO BE CALLED THE GREENFIELD PRIZE. THE PRIZE ROTATES EVERY YEAR AMONG PLAYWRIGHTS, COMPOSERS, AND A "WILD CARD" YEAR WHEN IT COULD BE IN ANY ARTISTIC FORM AS DECIDED BY THE HERMITAGE NATIONAL ARTIST ADVISORY COMMITTEE. SEE SCHEDULE O FOR FURTHER INFORMATION. 3 30000 FORM 990, PART VI, SECTION B, LINE 11 THE 990 DRAFT IS SENT TO THE ORGANIZATION, WHERE IT IS REVEIWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS ARE THE SUBJECT OF BOARD DISCUSSION BEFORE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES COMPARABILITY DATA FROM TWO DIFFERENT SOURCES TO DETERMINE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.