NAMM FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NAMM FOUNDATION (EIN 33-0797657)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-08-15
IRS object ID
201422279349304172
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-08-15T13:42:28-07:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Allan Rosenthal & Assoc ACBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14766 Park Granada Suite 101AddressLine1
CityCalabasasCity
StateCAState
ZIP Code913023341ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330797657EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NAMM FoundationBusinessNameLine1
Business Name Line2A Not-For-Profit CorporationBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNAMMNameControl
Phone7604388001Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code92008ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJoseph M LamondName
TitlePresident & CEOTitle
Date Signed2014-08-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAllan RosenthalName
PTINP00172169PTIN
Phone8185911550Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts7535095GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.nammfoundation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1997YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionAdvancing active participation in music making across the lifespan by supporting scientific research, philanthropic giving and public service programs from the international music products industry and providing a museum to display historical treasures in music.ActivityOrMissionDescription
Nbr Voting Members Governing Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1821262ContributionsGrantsPriorYear
Contributions Grants Current Year7041498ContributionsGrantsCurrentYear
Program Service Revenue Prior Year283743ProgramServiceRevenuePriorYear
Program Service Revenue CY370489ProgramServiceRevenueCY
Investment Income Prior Year250InvestmentIncomePriorYear
Investment Income Current Year672InvestmentIncomeCurrentYear
Other Revenue Prior Year68125OtherRevenuePriorYear
Other Revenue Current Year75897OtherRevenueCurrentYear
Total Revenue Prior Year2173380TotalRevenuePriorYear
Total Revenue Current Year7488556TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1380364GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1042908GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year635651OtherExpensePriorYear
Other Expenses Current Year703581OtherExpensesCurrentYear
Total Expenses Prior Year2016015TotalExpensesPriorYear
Total Expenses Current Year1746489TotalExpensesCurrentYear
Revenues Less Expenses Prior Year157365RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5742067RevenuesLessExpensesCY
Total Assets BOY1755417TotalAssetsBOY
Total Assets EOY7388919TotalAssetsEOY
Total Liabilities BOY693202TotalLiabilitiesBOY
Total Liabilities EOY584637TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1062215NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6804282NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionAdvancing active participation in music making across the lifespan by supporting scientific research, philanthropic giving and public service programs from the international music products industry and providing a museum to display historical treasures in music.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1113113Expense
DescriptionMusic Education - Educating the public about music and encouraging young and old in amateur music making. Place music education articles in regional and local print and broadcastmedia outlets. NAMM Foundation's goals are to build credibility for music and music education, especially at an early age, and to expand that portion of the American population that enjoys and makes its own music, and that supports music and the arts and understands their value in education.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense491271Expense
DescriptionMuseum of Making Music - Provide exhibits to the public showing the history of music products and benefits of music making.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense57835Expense
DescriptionMusic Research - Fund research to encourage the study worldwide of music education and early childhood and the effects of music making on early childhood cognition, intelligence, behavior and wellness.Description
FieldValueIRS element (for citing)
Total Program Service Expense1662219TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109649NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLarry ManleyNamePerson
Telephone Number7604388007TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code920084608ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Tom Sumner
Director0.000.00X000
Liz Reisman
Director0.000.00X000
Sheryl Laukat
Director0.000.00X000
Gabriela Konig
Director0.000.00X000
Todd Heid
Director0.000.00X000
Peter Dods
Director0.000.00X000
Pat Averwater
Director0.000.00X000
Blake Augsburger
Director0.000.00X000
Andy Zildjian
Director0.000.00X000
Menzie Pittman
Director0.000.00X000
Jyotindra Parekh
Director0.000.00X000
Crystal Morris
Director0.000.00X000
Ron Manus
Director0.000.00X000
Rob Joseph
Director0.000.00X000
Jessica Freehling-Kazzle
Director0.000.00X000
Tim Carroll
Director0.000.00X000
Jonathan Haber
Director0.000.00X000
Jim Destafney
Director0.000.00X000
John D'Addario III
Director0.000.00X000
Gayle Beacock
Director0.000.00X000
Chris Martin
Secretary5.000.00X000X
Keith Brawley
Director0.000.00X000
Tom Bedell
Director0.000.00X000
Robin Walenta
Treasurer5.000.00X000X
Mark Goff
Vice Chairman5.000.00X000X
Larry Morton
Chairman5.000.00X000X
CJ Averwater
Chairman0.000.00X000
Ben Kraft
Director0.000.00X000
Jeff Mozingo
Director0.000.00X000
Joseph M Lamond
President & CEO10.0040.00X068356924833X
Larry Manley
CFO0.0040.00015912519812X
Mary Luehrsen
Dir of Pub Affairs0.0040.0001775755268X
Shawn Lowery
Dir of Infor Tech0.0040.0001362153381X
Lora Bodmer
Dir Pub Rel0.0040.0001268401891X
Kevin Johnstone
Dir of Trade Shows0.0040.00016470217979X
FieldValueIRS element (for citing)
Total Reportable Comp Frm Rltd Orgs1448026TotalReportableCompFrmRltdOrgs
Total Other Compensation73164TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues25960MembershipDues
Related Organizations7000000RelatedOrganizations
All Other Contributions15538AllOtherContributions
Total Contributions7041498TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMuseum RevenueDescription
Total Revenue Column370489TotalRevenueColumn
Exclusion$370,489ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue370489TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column672TotalRevenueColumn
Related Or Exempt Function Income672RelatedOrExemptFunctionIncome

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real8475Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real8475Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column8475TotalRevenueColumn
Exclusion$8,475ExclusionAmount

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory85403GrossSalesOfInventory
Cost Of Goods Sold46539CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column38864TotalRevenueColumn
Exclusion$38,864ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue28558TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column7488556TotalRevenueColumn
Related Or Exempt Function Income672RelatedOrExemptFunctionIncome
Exclusion$446,386ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total952908Total
Program Services952908ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total90000Total
Program Services90000ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total11721Total
Management And General11721ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total4500Total
Management And General4500ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total70165Total
Program Services35083ProgramServices
Management And General35082ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total12563Total
Management And General12563ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
Other Expenses69206920
Professional Services1348413484
TEC Costs9295792957
Museum Expenses491271491271

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total0Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1746489Total
Program Services1662219ProgramServices
Management And General84270ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY932052BOY
EOY4497468EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY78957BOY
EOY31465EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY38989BOY
EOY40829EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY115869BOY
EOY2242412EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis980366LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec403622LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY589550BOY
EOY576744EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY1EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1755417BOY
EOY7388919EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY185825BOY
EOY80327EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY507377BOY
EOY504310EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY693202BOY
EOY584637EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY983258BOY
EOY6772817EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY78957BOY
EOY31465EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1062215BOY
EOY6804282EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1755417BOY
EOY7388919EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses5742067ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1National Association of Music MerchBusinessNameLine1
FieldValueIRS element (for citing)
EIN362026009EIN
Type Of Organization501(c)(6)TypeOfOrganization
Listed In Governing DocfalseListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis980366OtherCostOrOtherBasis
Depreciation403622Depreciation
Book Value576744BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings576744TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt7488556TotRevenueEtcAuditedFinclStmt
Revenue Subtotal7488556RevenueSubtotal
Total Revenue Per Form9907488556TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1746489TotExpensesEtcAuditedFinclStmt
Expenses Subtotal1746489ExpensesSubtotal
Total Expenses Per Form9901746489TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPart III, Line 1aIdentifier
Return ReferencePart III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, oReturnReference
ExplanationIn accordance with the practice commonly followed by museums, all items donated to the collection are included in net assets at no value. Contributions for purchase of objects for the collection are reported as non-operating support, the cost of all collection objects purchased, and the proceeds from deaccessions of collection objects are reported as non-operating items in the statement of activities.Explanation

Schedule F IRS990ScheduleF

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Canada40000Check
Australia50000Check
FieldValueIRS element (for citing)
Total Number Of Other Orgs2TotalNumberOfOtherOrgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (16 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistance
Youth Radio
5790 Armada DriveCarlsbadCA92008100000
Technology Institute for Musi
5790 Armada DriveCarlsbadCA92008165000
Street Level Youth
5790 Armada DriveCarlsbadCA92008125000
SD Youth Smphy
5790 Armada DriveCarlsbadCA92008200000
Perc Marketing Coun
5790 Armada DriveCarlsbadCA92008400000
Perc Arts Society
5790 Armada DriveCarlsbadCA92008200000
Ochestre A Lecole
5790 Armada DriveCarlsbadCA92008200000
Nat String Proj Con
5790 Armada DriveCarlsbadCA92008400000
Music Instrument Museum
4725 E Mayo BlvdPhoenixAZ8505075000
Music Haven Inc
5790 Armada DriveCarlsbadCA92008100000
Music for All Music
5790 Armada DriveCarlsbadCA92008260000
Mr Hollands Opus Fnd
5790 Armada DriveCarlsbadCA92008250000
Little Kids Rock
5790 Armada DriveCarlsbadCA92008400000
Guitars in Classroom
5790 Armada DriveCarlsbadCA92008375000
Guitars and Access
5790 Armada DriveCarlsbadCA92008600000
Dallas Wind Symphony
5790 Armada DriveCarlsbadCA92008100000
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations16TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationPeriodic reporting requirementsExplanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitleComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Related OrgsBonusRelatedOrgsDeferred Comp Related OrgsDeferredCompRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgs
Mary Luehrsen
Dir of Pub Affairs1770685075268182843
Larry Manley
CFO153818507198121789374800
Kevin Johnstone
Dir of Trade Shows16419550717979182681
Joseph M Lamond
President & CEO60290676925248337084023738

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGoverning Documents and annual Form 990 is available at the Organization's offices for review during normal business hours upon request.
Form 990, Part VI, Line 15aForm 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementAny compensation decisions reviewed by the Executive committee of the Board of Directors.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe Organization monitors any potential conflict of interest by circulating a disclosure questionnaire annually to its Board of Directors, officers and key employees. If a conflict is found, it is resolved so that ultimately the conflict is removed.
Form 990, Part VI, Line 11bForm 990, Part VI, Line 11b: Form 990 Review ProcessReviewed by the Board of Directors or Executive committee.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtOfficers and directors may do business transactions with each other in the normal course of busienss.
Form 990, Part III, Line 4dForm 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Museum of Making Music - Provide exhibits to the public showing the history of music products and benefits of music making.
Client Note 1 - Schedule A, Line 13Name of Supported OrganizationNational Association of Music Merchants, Inc. (An organizationdescribed in Sec. 501(c)(6) that would be a line 12 organization,above, if it were a charitable organization described in Sec.501(c)(3).

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1National Association of Music MerchantsBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code920084608ZIPCode
FieldValueIRS element (for citing)
Legal Domicile StateCALegalDomicileState
Exempt Code Section501(c)(6)ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1National Association of Music MerchantsBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1National Association of Music MerchantsBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code92008ZIPCode
FieldValueIRS element (for citing)
Legal Domicile StateCALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Disproportionate AllocationsfalseDisproportionateAllocations
General Or Managing PartnerfalseGeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1National Assoc of Music MerchantsBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code920084608ZIPCode
FieldValueIRS element (for citing)
EIN362026009EIN
Primary ActivityTrade AssociationPrimaryActivity
Legal Domicile StateCALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityC corpTypeOfEntity
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1National Association of Music MerchantsBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypecTransactionType
Amount Involved7000000AmountInvolved

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