NAMM FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NAMM FOUNDATION (EIN 33-0797657)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-08-15
IRS object ID
201332279349304388
Schema version
2011v1.5
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)
Timestamp2013-08-15T16:49:42-07:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

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 202AddressLine1
CityCalabasasCity
StateCAState
ZIP Code913023341ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

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 Signed2013-08-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAllan RosenthalName
Phone8185911550Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJoseph M LamondNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15790 Armada DriveAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code920084608ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2214217GrossReceipts
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 Year849765ContributionsGrantsPriorYear
Contributions Grants Current Year1821262ContributionsGrantsCurrentYear
Program Service Revenue Prior Year896244ProgramServiceRevenuePriorYear
Program Service Revenue CY283743ProgramServiceRevenueCY
Investment Income Prior Year667InvestmentIncomePriorYear
Investment Income Current Year250InvestmentIncomeCurrentYear
Other Revenue Prior Year59593OtherRevenuePriorYear
Other Revenue Current Year68125OtherRevenueCurrentYear
Total Revenue Prior Year1806269TotalRevenuePriorYear
Total Revenue Current Year2173380TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1289740GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1380364GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year8778TotalFundrsngExpCurrentYear
Other Expense Prior Year433010OtherExpensePriorYear
Other Expenses Current Year635651OtherExpensesCurrentYear
Total Expenses Prior Year1722750TotalExpensesPriorYear
Total Expenses Current Year2016015TotalExpensesCurrentYear
Revenues Less Expenses Prior Year83519RevenuesLessExpensesPriorYear
Revenues Less Expenses CY157365RevenuesLessExpensesCY
Total Assets BOY1621613TotalAssetsBOY
Total Assets EOY1755417TotalAssetsEOY
Total Liabilities BOY716763TotalLiabilitiesBOY
Total Liabilities EOY693202TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY904850NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1062215NetAssetsOrFundBalancesEOY
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
Expense1417540Expense
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)
Expense247919Expense
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)
Expense151969Expense
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 Expense1817428TotalProgramServiceExpense
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 ActivitiestrueForeignActivities
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
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
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
Form720 FiledfalseForm720Filed
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
Policies Reference ChaptersfalsePoliciesReferenceChapters
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
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
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 WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Thomas Veerkamp
Director0.00X000
Chuck Surack
Director0.00X000
Lori Supinie
Director0.00X000
Scott Summerhays
Director0.00X000
Kenny Stanton
Director0.00X000
Aaron Soriero
Director0.00X000
Michael Skinner
Director0.00X000
John Riley
Director0.00X000
Mark Ragin
Director0.00X000
Menzie Pittman
Director0.00X000
Jyotindra Parekh
Director0.00X000
Crystal Morris
Director0.00X000
Dana Messina
Director0.00X000
Stephen Judge
Director0.00X000
Peter Hix
Director0.00X000
Sharon Hennessey
Director0.00X000
Jonathan Haber
Director0.00X000
Jake Connolly
Director0.00X000
Tim Carroll
Director0.00X000
Michael Canning
Director0.00X000
Carol Calato
Director0.00X000
Keith Brawley
Director0.00X000
Tom Bedell
Director0.00X000
Robin Walenta
Secretary5.00X000X
Mark Goff
Treasurer5.00X000X
Larry Morton
Vice Chairman5.00X000X
Kevin Cranley
Chairman5.00X000X
Gordon Wilcher
Director0.00X000
Jeff Mozingo
Director0.00X000
Joseph M Lamond
President & CEO10.00X061713716500X
Mary Luehrsen
Dir of Pub Affairs40.0001677540X
Kevin Johnstone
Dir of Trade Shows40.00014667614924X
Larry Manley
CFO40.00014693014677X
William S Robertson
Dir of Marketing40.0001401100X
Dan Kessler
Web Sys Arch40.0001174430X
FieldValueIRS element (for citing)
Total Reportable Comp Frm Rltd Orgs1336050TotalReportableCompFrmRltdOrgs
Total Other Compensation46101TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues21262MembershipDues
Related Organizations1800000RelatedOrganizations
Total Contributions1821262TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMuseum RevenueDescription
Total Revenue Column283743TotalRevenueColumn
Exclusion$283,743ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue283743TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column250TotalRevenueColumn
Related Or Exempt Function Income250RelatedOrExemptFunctionIncome

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)
Real10000Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real10000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column10000TotalRevenueColumn
Exclusion$10,000ExclusionAmount

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 Inventory77272GrossSalesOfInventory
Cost Of Goods Sold40837CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column36435TotalRevenueColumn
Exclusion$36,435ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue21690TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2173380TotalRevenueColumn
Related Or Exempt Function Income250RelatedOrExemptFunctionIncome
Exclusion$351,868ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1310364Total
Program Services1310364ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total70000Total
Program Services70000ProgramServices

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)
Total11311Total
Management And General11311ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

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)
Total67651Total
Program Services67651ProgramServices

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)
Total70462Total
Program Services35231ProgramServices
Management And General35231ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total13401Total
Management And General13401ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Progamming4769447694
Restricted Program Expense9831398313
Administration106193106193
Research Division Expenses151969151969

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total68657Total
Program Services36206ProgramServices
Management And General23673ManagementAndGeneral
Fundraising8778Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2016015Total
Program Services1817428ProgramServices
Management And General189809ManagementAndGeneral
Fundraising8778Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY460706BOY
EOY932052EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY83793BOY
EOY78957EOY

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)
BOY37044BOY
EOY38989EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY380058BOY
EOY115869EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis923007LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec333457LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY660012BOY
EOY589550EOY

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)
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1621613BOY
EOY1755417EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY18362BOY
EOY185825EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY698401BOY
EOY507377EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY716763BOY
EOY693202EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY821057BOY
EOY983258EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY83793BOY
EOY78957EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY904850BOY
EOY1062215EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1621613BOY
EOY1755417EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses157365ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

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 Basis923007OtherCostOrOtherBasis
Depreciation333457Depreciation
Book Value589550BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings589550TotalOfBookValueLandBuildings
Total Revenue2173380TotalRevenue
Total Expenses2016015TotalExpenses
Excess Or Deficit For Year157365ExcessOrDeficitForYear
Excess Or Deficit Per FS157365ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2173380TotRevenueEtcAuditedFinclStmt
Revenue Subtotal2173380RevenueSubtotal
Total Revenue Per Form9902173380TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2016015TotExpensesEtcAuditedFinclStmt
Expenses Subtotal2016015ExpensesSubtotal
Total Expenses Per Form9902016015TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

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

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Austalia00Grants to Aus Music AssnGrants30000
Canada00Grants Coal. of Music EduGrants40000
FieldValueIRS element (for citing)
Subtotal Amount Spent70000SubtotalAmountSpent
Total Amount Spent70000TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
CanadaMusic Educ40000Check
AustraliaMusic Educ30000Check
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 DriveCarlsbadCA92008125000
Tech Inst for Music
5790 Armada DriveCarlsbadCA92008100000
Street Level Youth
5790 Armada DriveCarlsbadCA92008100000
SD Youth Smphy
5790 Armada DriveCarlsbadCA92008150000
Perc Marketing Coun
5790 Armada DriveCarlsbadCA92008390000
Perc Arts Society
5790 Armada DriveCarlsbadCA92008150000
Ochestre A Lecole
5790 Armada DriveCarlsbadCA92008150000
Nat String Proj Con
5790 Armada DriveCarlsbadCA92008350000
Music Haven Inc
5790 Armada DriveCarlsbadCA92008100000
Music for All Music
5790 Armada DriveCarlsbadCA92008200000
Mr Hollands Opus Fnd
5790 Armada DriveCarlsbadCA92008250000
Little Kids Rock
5790 Armada DriveCarlsbadCA92008400000
Litchfield Perf Arts
5790 Armada DriveCarlsbadCA92008100000
Guitars in Classroom
5790 Armada DriveCarlsbadCA92008350000
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)

Comp Based On Related OrgsCompBasedOnRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsDeferred Comp Related OrgsDeferredCompRelatedOrgsBonus Related OrgsBonusRelatedOrgs
Mary Luehrsen
167754167754
Larry Manley
14693016160714677
Kevin Johnstone
14667616160014924
Joseph M Lamond
5671526336371650049985

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 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 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 11Form 990, Part VI, Line 11: 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
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
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 Involved4000000AmountInvolved

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