SHELBURNE MUSEUM INCORPORATED: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHELBURNE MUSEUM INCORPORATED (EIN 03-0179436)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349302539
- Schema version
- 2012v2.1
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T10:42:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANAHER ATTIG & PLANTE PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 KENNEDY DR PO BOX 2166 | AddressLine1 |
| City | SOUTH BURLINGTON | City |
| State | VT | State |
| ZIP Code | 054072166 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179436 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shelburne Museum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANDREA BERGERON | InCareOfName |
| Name Control | SHEL | NameControl |
| Phone | 8029853346 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US Route 7 PO Box 10 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Shelburne | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andrea Bergeron | Name |
| Title | CFP | Title |
| Phone | 8029853346 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karen J Danaher | Name |
| Phone | 8023830399 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas Denenberg | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US ROUTE 7 PO BOX 10 | AddressLine1 |
| City | SHELBURNE | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7664507 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.shelburnemuseum.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE AND PRESERVE A MUSEUM THAT HOUSES AN EXTENSIVE COLLECTION OF FOLK, FINE AND DECORATIVE ARTS. TO INCREASE ACCESS TO OUR COLLECTION AND FURTHER EDUCATE THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 241 | TotalNbrEmployees |
| Total Nbr Volunteers | 123 | TotalNbrVolunteers |
| Total Gross UBI | 78973 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 21841 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3652014 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3268603 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1119414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1024883 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 601430 | InvestmentIncomePriorYear |
| Investment Income Current Year | 242635 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 309566 | OtherRevenuePriorYear |
| Other Revenue Current Year | 243743 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5682424 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4779864 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3701706 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3918525 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 643709 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2003008 | OtherExpensePriorYear |
| Other Expenses Current Year | 1934043 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5704714 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5852568 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22290 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1072704 | RevenuesLessExpensesCY |
| Total Assets BOY | 56384973 | TotalAssetsBOY |
| Total Assets EOY | 58162893 | TotalAssetsEOY |
| Total Liabilities BOY | 2073228 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2381540 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 54311745 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 55781353 | NetAssetsOrFundBalancesEOY |
| Mission Description | DESCRIPTION OF ORGANIZATION MISSION: THE PURPOSE OF THE SHELBURNE MUSEUM IS TO ENRICH PEOPLE'S LIVES THROUGH ART, HISTORY AND CULTURE. THE MISSION IS TO BROADEN OUR AUDIENCE, ENGAGE THEIR CURIOSITY AND GIVE THEM AN EXTRAORDINARY MUSEUM EXPERIENCE. THIS MISSION IS ACCOMPLISHED USING THE FOLLOWING GUIDING PRINCIPLES: FULFILLING THE LEGACY OF ELECTRA HAVEMEYER WEBB; COLLECTING ART AND ARTIFACTS OF THE HIGHEST ARTISTIC AND HISTORICAL MERIT; PRESERVING, INTERPRETING, AND MAKING BROADLY ACCESSIBLE THE MUSEUM'S COLLECTIONS; CELEBRATING AMERICAN INGENUITY, CREATIVITY AND CRAFTSMANSHIP; IMPARTING A DEEPER UNDERSTANDING OF NEW ENGLAND'S HERITAGE; PROVIDING AN EDUCATIONAL AND ENJOYABLE EXPERIENCE FOR OUR AUDIENCES; ASSUMING A SPECIAL RESPONSIBILITY FOR SERVING VERMONTERS; VALUING THE CONTRIBUTION OF THE MUSEUM'S STAFF AND VOLUNTEERS; ACHIEVING THE HIGHEST STANDARDS OF PROFESSIONALISM. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4124562 | Expense |
| Revenue | 1139243 | Revenue |
| Description | OPERATION OF A MUSEUM OF ART AND AMERICANA INCLUDING IMPRESSIONIST PAINTINGS, FOLK ART, QUILTS, TEXTILES, DECORATIVE ARTS, FURNITURE, AMERICAN PAINTINGS AND 17TH TO 20TH CENTURY ARTIFACTS. DURING 2012 THE MUSEUM HAD 97,632 VISITORS INCLUDING 7,483 SCHOOL CHILDREN. 2012 SPECIAL EXHIBITS WERE: TIME MACHINES: ROBOTS, ROCKETS, AND STEAMPUNK; SNOW MOBILES: SLEIGHS TO SLEDS; LOCK, STOCK AND BARREL: THE TERRY TYLER COLECTION OF VERMONT FIREARMS; MAN-MADE QUILTS: CIVIL WAR TO PRESENT; THE ALPHABET OF SHEEP BY PATTY YODER; CIRCUS ELEPHANTS: KAT CLEAR; ELIZABETH BERDANN: DEEP END; HOW EXTRAORDINARY!; TRAVEL, NOVELTY AND TIME IN THE PERMANENT COLLECTION. SPECIAL PROGRAMS INCLUDED: PROGRAMS FOR THE VISUALLY IMPAIRED AND THOSE WITH ALZHEIMERS DISEASE AS WELL AS NUMEROUS PROGRAMS FOR CHILDREN. | Description |
| Total Program Service Expense | 4124562 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 241 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREA BERGERON | NamePerson |
| Telephone Number | 8029850907 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US ROUTE 7 PO BOX 10 | AddressLine1 |
| City | SHELBURNE | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| JAMES PIZZAGALLI | |||||||
| CHAIRMAN | 5.0 | X | X | 0 | 0 | 0 | |
| FRANCES VON STADE DOWNING | |||||||
| VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | |
| MICHAEL A POLEMIS | |||||||
| VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | |
| PAUL PERRAULT | |||||||
| TREASURER | 5.0 | X | X | 0 | 0 | 0 | |
| ALICE COONEY FRELINGHUYSEN | |||||||
| SECRETARY | 5.0 | X | X | 0 | 0 | 0 | |
| DIANE AVLON | |||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | ||
| DIANE COLGATE | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| MARNA DAVIS | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| JOHN DWIGHT | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| CAROLINE A GERRY | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| CHARLES GRANQUIST | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| KATHRYN WILMERDING HEMINWAY | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| LEIGH KILBORN | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| BRUCE LISMAN | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| CHARLES MALLORY | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| PETER MARTIN | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| DONALD B MURPHY | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| E MILES PRENTICE III | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| ROBERT SKIFF | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| DAVID STARR | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| DENISE VALLEE | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| SCOTT WISE | |||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||
| Sandra Berbeco | |||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | ||
| Richard Solar | |||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | ||
| THOMAS DENENBERG | |||||||
| DIRECTOR | 40.0 | 188866 | 0 | 14479 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 188866 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14479 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Ann Beha Architects Inc | |||||
| 33 Kingston Street | BOSTON | MA | 02111 | ARCHITECT | 488276 |
| PC CONSTRUCTION | |||||
| 193 TILLEY DRIVE | SOUTH BURLINGTON | VT | 05403 | CONSTRUCTION | 3666164 |
| TOTAL | |||||
| 4154440 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 198396 | MembershipDues |
| Fundraising Events | 36123 | FundraisingEvents |
| Government Grants | 242807 | GovernmentGrants |
| All Other Contributions | 2791277 | AllOtherContributions |
| Noncash Contributions | 619476 | NoncashContributions |
| Total Contributions | 3268603 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| GATE ADMISSIONS | 900099 | 832136 | 832136 | ||
| LENDING COLLECTIONS | 900099 | 6745 | 6745 | ||
| WORKSHOPS & LECTURES | 532000 | 52393 | 52393 | ||
| FACILITIES USAGE | 900099 | 99246 | 20273 | 78973 | |
| CAFE COMMISSIONS | 900099 | 25792 | $25,792 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8571 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8571 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1024883 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 638504 | TotalRevenueColumn |
| Exclusion | $638,504 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19198 | TotalRevenueColumn |
| Exclusion | $19,198 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2198773 | Securities |
| Other | 6473 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2345415 | Securities |
| Other | 255700 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -146642 | Securities |
| Other | -249227 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -395869 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26457 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36123 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 26457 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 475602 | GrossSalesOfInventory |
| Cost Of Goods Sold | 257071 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218531 | TotalRevenueColumn |
| Related Or Exempt Function Income | 218531 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ENERGY EFFICIENCY | 900099 | 5420 | $5,420 | |
| ALL OTHER REVENUE | 900099 | 661 | 661 | |
| CASH SHORT & OVER | 532000 | -67 | -67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6014 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4779864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1139243 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 78973 | UnrelatedBusinessRevenue |
| Exclusion | $688,914 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203346 | Total |
| Program Services | 81339 | ProgramServices |
| Management And General | 40669 | ManagementAndGeneral |
| Fundraising | 81338 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2935729 | Total |
| Program Services | 2328744 | ProgramServices |
| Management And General | 314218 | ManagementAndGeneral |
| Fundraising | 292767 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122508 | Total |
| Program Services | 97179 | ProgramServices |
| Management And General | 13112 | ManagementAndGeneral |
| Fundraising | 12217 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325044 | Total |
| Program Services | 257839 | ProgramServices |
| Management And General | 34790 | ManagementAndGeneral |
| Fundraising | 32415 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331898 | Total |
| Program Services | 263275 | ProgramServices |
| Management And General | 35524 | ManagementAndGeneral |
| Fundraising | 33099 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18693 | Total |
| Management And General | 18693 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16998 | Total |
| Management And General | 16998 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12135 | Total |
| Management And General | 12135 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48229 | Total |
| Program Services | 38790 | ProgramServices |
| Management And General | 350 | ManagementAndGeneral |
| Fundraising | 9089 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119408 | Total |
| Management And General | 119408 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16512 | Total |
| Management And General | 16512 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12470 | Total |
| Program Services | 3216 | ProgramServices |
| Management And General | 2070 | ManagementAndGeneral |
| Fundraising | 7184 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250131 | Total |
| Program Services | 198415 | ProgramServices |
| Management And General | 26772 | ManagementAndGeneral |
| Fundraising | 24944 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35110 | Total |
| Program Services | 15716 | ProgramServices |
| Management And General | 12537 | ManagementAndGeneral |
| Fundraising | 6857 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24172 | Total |
| Program Services | 9583 | ProgramServices |
| Management And General | 9537 | ManagementAndGeneral |
| Fundraising | 5052 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53199 | Total |
| Program Services | 48603 | ProgramServices |
| Management And General | 4596 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395203 | Total |
| Program Services | 328018 | ProgramServices |
| Management And General | 67185 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183341 | Total |
| Program Services | 33700 | ProgramServices |
| Management And General | 149641 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MATERIALS & SUPPLIES | 192269 | 137936 | 8444 | 45889 |
| CONTRACTED SERVICES | 134328 | 104653 | 21785 | 7890 |
| PHOTO COPY AND PRINTING | 67585 | 13586 | 4666 | 49333 |
| VEHICLE & EQUIPMENT MAINT. | 123380 | 74330 | 36948 | 12102 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230880 | Total |
| Program Services | 89640 | ProgramServices |
| Management And General | 117707 | ManagementAndGeneral |
| Fundraising | 23533 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5852568 | Total |
| Program Services | 4124562 | ProgramServices |
| Management And General | 1084297 | ManagementAndGeneral |
| Fundraising | 643709 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1005001 | BOY |
| EOY | 387631 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195160 | BOY |
| EOY | 1118807 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3969475 | BOY |
| EOY | 2590680 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29773 | BOY |
| EOY | 12379 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222637 | BOY |
| EOY | 205630 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29384 | BOY |
| EOY | 41990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24647023 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6654623 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13055587 | BOY |
| EOY | 17992400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28976532 | BOY |
| EOY | 29648296 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1792340 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514 | BOY |
| EOY | 499 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6108570 | BOY |
| EOY | 6164581 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56384973 | BOY |
| EOY | 58162893 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761841 | BOY |
| EOY | 741213 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146918 | BOY |
| EOY | 203179 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1164469 | BOY |
| EOY | 1437148 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2073228 | BOY |
| EOY | 2381540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44226216 | BOY |
| EOY | 49662649 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9279139 | BOY |
| EOY | 5312314 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806390 | BOY |
| EOY | 806390 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54311745 | BOY |
| EOY | 55781353 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56384973 | BOY |
| EOY | 58162893 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1072704 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2540312 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 2000 | ReconcilationDonatedServices |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2044513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1744280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6862479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3425841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3144339 | CurrentTaxYear |
| Total | 17221452 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2044513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1744280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6862479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3425841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3144339 | CurrentTaxYear |
| Total | 17221452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2399344 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14822108 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2332184 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 869222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 553981 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 772962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 657702 | CurrentTaxYear |
| Total | 5186051 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22841 | CurrentTaxYear |
| Total | 86435 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2272 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1891 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5420 | CurrentTaxYear |
| Total | 47169 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22541107 | TotalSupport |
| Gross Receipts From Admissions Etc | 8601566 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65756 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66911 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 210 | RevenuesIncluded |
| Assets In Part X | 6164581 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28974532 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 2870636 | InvestmentEarningsOrLosses |
| Other Expenditures | 2223873 | OtherExpenditures |
| End Of Year Balance | 29646295 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31162962 | BeginningOfYearBalance |
| Contributions | 100 | Contributions |
| Investment Earnings Or Losses | -70387 | InvestmentEarningsOrLosses |
| Other Expenditures | 2118143 | OtherExpenditures |
| End Of Year Balance | 28974532 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31163874 | BeginningOfYearBalance |
| Contributions | 520048 | Contributions |
| Investment Earnings Or Losses | 1897117 | InvestmentEarningsOrLosses |
| Other Expenditures | 2418077 | OtherExpenditures |
| End Of Year Balance | 31162962 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26192570 | BeginningOfYearBalance |
| Contributions | 163423 | Contributions |
| Investment Earnings Or Losses | 7068911 | InvestmentEarningsOrLosses |
| Other Expenditures | 2261030 | OtherExpenditures |
| End Of Year Balance | 31163874 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38226669 | BeginningOfYearBalance |
| Contributions | 78158 | Contributions |
| Investment Earnings Or Losses | -9996608 | InvestmentEarningsOrLosses |
| Other Expenditures | 2115649 | OtherExpenditures |
| End Of Year Balance | 26192570 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90336 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02720 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06944 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 985940 | OtherCostOrOtherBasis |
| Book Value | 985940 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15782602 | OtherCostOrOtherBasis |
| Depreciation | 4885845 | Depreciation |
| Book Value | 10896757 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 650014 | OtherCostOrOtherBasis |
| Depreciation | 479267 | Depreciation |
| Book Value | 170747 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1534058 | OtherCostOrOtherBasis |
| Depreciation | 1216985 | Depreciation |
| Book Value | 317073 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5694409 | OtherCostOrOtherBasis |
| Depreciation | 72526 | Depreciation |
| Book Value | 5621883 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17992400 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SINCE 1/1/1995 | Description |
| Book Value | 6164581 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6164581 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 7617267 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2391370 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 474733 | OtherRevenues |
| Revenue Not Rptd F990 | 2868103 | RevenueNotRptdF990 |
| Revenue Subtotal | 4749164 | RevenueSubtotal |
| Other Revenues Not Included | 30700 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 30700 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4779864 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6147658 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 295090 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 295090 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5852568 | ExpensesSubtotal |
| Total Expenses Per Form990 | 5852568 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE D | Schedule D, Part III, line 4 | Description of organization's collections: Shelburne museum was founded in 1947 by pioneering collector Electra Havemeyer Webb whose lifetime passion for early American material culture forms the museum's core collections. Mrs. Webb was the daughter of sugar magnate H.O. Havemeyer and his wife Louisine, who amassed one of the finest collections of impressionist and old master paintings. Mrs. Webb inherited their love of collecting; she began at 19 and is recognized as a seminal collector of folk art and Americana and as the only woman to create and endow a major art and history museum. She was a leading figure among a group of collectors that included Henry Francis Du Pont (founder of Winterthur), Henry and Helen Flint (historic Deerfield) and Abby Aldrich Rockefeller (Colonial Williamsburg) that was highly influential in reintroducing early American aesthetics and themes to the mainstream in the 20th century through their roles in the colonial revival and in creating the first museums to celebrate American material culture. Mrs. Webb collected cultural artifacts that best exemplified the ingenuity and craftsmanship of 18th and 19th century America. The over 150,000 pieces held at Shelburne museum today include quilts, weathervanes, rugs, tools, toys, furniture, circus figures, dolls, decoys, agricultural implements, trade signs, ship figureheads, paintings, prints and household artifacts spanning four centuries. In creating Shelburne museum, Mrs. Webb also took the innovative step of collecting historic New England buildings and relocating them to the museum. Of the 39 exhibition structures at the museum 25 are historic; these included houses, barns, a lighthouse, a schoolhouse, a covered bridge, a general store, a railroad station, a jailhouse and the national historic landmark Steamboat Ticonderoga. |
| FORM 990, SCHEDULE D | FORM 990, SCHEDULE D, PART V, LINE 4 | Intended Use of Museum's Endowment Funds: The Museum's Endowment includes both Board Designated funds and Donor Designated funds. These funds are invested in a pooled approach with income, gains and losses allocated to the individual pools within the endowment. The following separate purpose funds are maintained: Board Designated Collections Care endowment expendable only for the care and maintenance of the collections and the General Endowment to support Museum general operations. The Donor Designated funds are: The Brick House fund, for the care and maintenance of the Museum founders' home; two Ticonderoga endowments for the care and maintenance of our National Historic Landmark; and Grounds and Gardens endowment for the care and maintenance of our landscaping and gardens. |
| FORM 990, SCHEDULE D | SCHEDULE D, PART XI, LINE 2d | Cost of goods sold..................... $ 257,071 Housing reimbursement.................. 6,850 Fundraising expenses................... 26,457 Insurance claim........................ 35,412 UNREALIZED GAIN ON PENSION............ 148,943 Total Part XII Line 2d................. $ 474,733 |
| FORM 990, SCHEDULE D | SCHEDULE D, PART XI, LINE 4b | REVERSAL OF ALLOWANCE FOR UNCOLLECTABLE PLEDGES ......... $ 30,700 |
| FORM 990, SCHEDULE D | FORM 990, SCHEDULE D, PART XII LINE 2d | Insurance reimbursement................ $ 35,412 Cost of goods sold..................... 260,703 Housing reimbursement.................. 6,850 Fundraising expenses................... 22,825 REVERSAL OF ALLOWANCE FOR UNCOLLECTABLE PLEDGES............................. (30,700) Total Part XII Line 2d................. $295,090 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIRTHDAY PARTY | NameOfEvent1 |
| Gross Receipts Event1 | 50294 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10255 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 40039 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1000 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4865 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7020 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1788 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOLIDAY AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 12286 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1900 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10386 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3632 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 561 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 4000 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 200 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 141 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 62580 | GrossReceiptsTotal |
| Charitable Contributions Total | 12155 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50425 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4632 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5426 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11020 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3450 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1929 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 26457 | DirectExpenseSummaryEvents |
| Net Income Summary | 23968 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | NO LICENSE REQUIRED TO HOLD A RAFFLE | ExplanationIfNo |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US ROUTE 7 PO BOX 10 | AddressLine1 |
| City | SHELBURNE | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS DENENBERG | NamePerson |
| Title | DIRECTOR | Title |
| Base Compensation Filing Org | 176423 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 4727 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 7716 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 1488 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12991 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 203345 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE J | Identifier |
| Return Reference | SCHEDULE J, PART I, 1A | ReturnReference |
| Explanation | THOMAS DENENBERG WAS PAID $7,716 IN 2012 AS A HOUSING REIMBURSEMENT DURING HIS RELOCATION TO SHELBURNE VT AFTER BEING HIRED AS THE MUSEUM DIRECTOR IN LATE 2011. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| John Dwight | |||
| Trustee | 799547 | BANKING ACTIVITIES | false |
| JAMES R PIZZAGALLI | |||
| TRUSTEE | 3666164 | CONSTRUCTION WORK | false |
| PAUL PERRAULT | |||
| TRUSTEE | 3666164 | CONSTRUCTION WORK | false |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE L | Schedule L, Part IV | (A) Name of person: John Dwight (B) Relation between interested person and organization: Member of the Board of Directors for both entities (C) Amount of Transaction: $799,547 Including A. Loan Payments: $128,833 B. 401(K) Contributions (employer and employee): $293,493 C. Line of credit borrowing: $350,000 + $4,596 Interest D. 401K management fees: $21,625 E. Loan fees: $1,000 John Dwight serves as a director of People's United Bank as well as a trustee of the Museum. The transactions above were made under terms available to the public on a regular basis. Mr. Dwight was not involved in the selection process and excuses himself from any discussions and votes involving People's United Bank. The Museum sought and received multiple bids on all loans and 401(K) management selection. The provider was chosen based on services provided for the best economic terms. Peoples United Insurance Group is the broker for the purchases of the Museum's Workers Compensation, Liability, Umbrella, automobile and Directors coverage. Insurance premiums of $123,611 are paid directly to insurance companies. The brokerage would receive a commission on this purchase but the Museum does not know the amount of the payment. |
| FORM 990, SCHEDULE L | Schedule L, Part IV | (A) Name of persons: James R. Pizzagalli & Paul Perrault (B) Relation between interested person and organization: Member of the Board of Directors for both entities (C) Amounts of transaction: $3,666,164 INCLUDING A. Constructions Costs: $3,666,164 The above named persons served as directors for PC Construction as well as Trustees of the Museum during the year. PC Construction was chosen to build a new building for the Museum. The company was selected by the Museum's Board of Trustees in a competitive bidding process. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt |
Art Historical Treasures ArtHistoricalTreasures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31010 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10036 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALE | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BLUE BOOK VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 563377 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 677 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | TENT | 1 | 9086 | RETAIL VALUE |
| X | MAGNIFIERS | 2 | 1390 | RETAIL VALUE |
| X | AUCTION ITEMS | 2 | 1000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE M | Identifier |
| Return Reference | FORM 990, SCHEDULE M, PART I, LINE 32b | ReturnReference |
| Explanation | The Museum contracts with local auctioneers to sell bequeathed or donated items that are not accessioned into collections or used in operations. The Museum maintains an account at Morgan Stanley for the transfer of publicly traded securities. The arrangement is that all securities so transferred are sold immediately following receipt. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE O | Form 990, Part VI, Section B, Line 11A | The completed Form 990 is reviewed by the Chairman of the Board and the Treasurer in advance of filing. Copies are made available to all members of the Board through email prior to filing the return. |
| FORM 990, SCHEDULE 0 | Form 990, Part VI, Section B, Line 12c | All trustees are required to read the conflict of interest policy and sign disclosure forms annually. Members regularly excuse themselves from votes when there is a conflict. |
| FORM 990, SCHEDULE O | Form 990, Part VI, Section B, Line 15a | The Museum's Board of Trustees approves the director's compensation as well as approving the budget for payroll expenses each year. Data on industry salaries is collected and questionnaires on the director's performance are gathered from all trustees. Compensation is set based on review of all these materials and is reasonable in light of the director's duties and compared to other comparable museum's across the country. The compensation of the director and other members of the museum management team is determined through the museum budgeting process. The museum's personnel committee assigned wage increases approved by the Board of Directors. |
| FORM 990, SCHEDULE O | Form 990, Part VI, Section C, Line 19 | The museum will mail either by US postal service or electronic mail to all who request copies. |
| FORM 990, SCHEDULE O | Form 990, Part XI, Line 2c | The Museum has a Finance committee that holds the responsibility for oversight of the annual audit. The independent auditors report to the Finance Committee annually at the June Board of Trustees meeting, both with and without staff present. |
| FORM 990 | ADDITIONAL FORM 990 ATTACHMENTS TO FOLLOW |
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