MUSICAL INSTRUMENT MUSEUM: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MUSICAL INSTRUMENT MUSEUM (EIN 16-1743588)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-02-04
- IRS object ID
- 201530359349100203
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-04T15:26:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161743588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSICAL INSTRUMENT MUSEUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 4804786000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 EAST MAYO BOULEVARD | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85050 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA BOYLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4804786000 | PhoneNum |
| Signature | 2015-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,301,417 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,630,808 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $269,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $269,544 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $413,840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $413,840 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$763,006 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $151,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,956,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,006 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $38,980 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $821,069 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $361,814 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $459,255 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $459,255 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,029,183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,029,183 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,953,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $420,550 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,210,802 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $396,480 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $396,480 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,203,645 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $195,904 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,995,366 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $621,301 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $40,506 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $607,992 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,706 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,706 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,380,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $171,671 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,213,367 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $336,238 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,995,362 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $4,773,995 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,170,473 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $3,152 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,167,321 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $285,367 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $6,019 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $279,348 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $106,313 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $3,103 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $103,210 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,607,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $773,133 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,752,809 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,157,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,967,483 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,906,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,311,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,967,483 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,060,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,357,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243,319 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,487,227 | CashBOYAmt |
| Cash EOY | $1,712,342 | CashEOYAmt |
| Cash EOYFMV | $1,712,342 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $415,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $415,615 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $61,783 | AcctRcvblAmt |
| Acct Rcvbl BOY | $28,309 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $61,783 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $61,783 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $353,907 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $549,199 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $353,907 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $353,907 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $574,916 | InventoriesBOYAmt |
| Inventories EOY | $549,836 | InventoriesEOYAmt |
| Inventories EOYFMV | $549,836 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $194,639 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $243,782 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $243,782 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,712,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,530,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,530,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,263,284 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,443,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,443,160 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,633,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,164,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,164,211 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,973,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,597,768 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $108,037,291 | LandBOYAmt |
| Land EOY | $102,375,930 | LandEOYAmt |
| Land EOYFMV | $102,375,930 | LandEOYFMVAmt |
| Other Assets BOY | $444,019 | OtherAssetsBOYAmt |
| Other Assets EOY | $450,519 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $450,519 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,924,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,301,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,301,417 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $626,915 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $734,683 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $209,482 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $313,690 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $154,737 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96,484 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $991,134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,144,857 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $111,134,294 | UnrestrictedBOYAmt |
| Unrestricted EOY | $105,993,175 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $820,950 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $2,704,357 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $9,978,480 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $10,459,028 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,933,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,156,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,924,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,301,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,933,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,357,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,580,244 | OtherIncreasesAmt |
| Subtotal | $119,156,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,156,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,450,462 | $2,338,436 | $112,026 | $112,026 |
| PUBLICLY TRADED SECURITIES | $505,544 | $466,564 | $38,980 | $38,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,006 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $38,980 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,923,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,210,059 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.058394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,465,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,329,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.616641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,709,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,565,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.440974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,295,398 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,751,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 10.229580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,265,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,838,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.368993 | DistributionYr5Rt |
| Total Distribution | 17.714582 | TotalDistributionRt |
| Average Distribution | 3.542916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,460,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,233,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,425 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,237,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,060,124 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $1,295 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MIM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4804786000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 EAST MAYO BOULEVARD | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT J ULRICH | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | CHAIRMAN | 30.00 | $0 | $0 | $0 |
| GARY TOBEY | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GAIL DORN | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | SECRETARY | 4.00 | $0 | $0 | $0 |
| ROBERT G MCMAHON | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARC LEO FELIX | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL R FRANCIS | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BILLIE R DEWALT | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | PRESIDENT & DIRECTOR | 40.00 | $180,765 | $17,486 | $0 |
| CARRIE HEINONEN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | PRESIDENT & DIRECTOR | 40.00 | $97,460 | $1,640 | $0 |
| RHONDA BOYLE | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | TREASURER & CFO | 40.00 | $118,255 | $14,709 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MANUEL JORDAN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | CHIEF CURATOR & DIR | 40.00 | $163,447 | $9,032 | $0 |
| DEBBIE GARNETT | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | HUMAN RESOURCES DIRE | 40.00 | $95,948 | $16,636 | $0 |
| APRIL SALOMON | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | DIR OF EXHIBITS & GU | 40.00 | $94,077 | $12,561 | $0 |
| SCOTT MYERS | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | TECHNOLOGY MANAGER | 40.00 | $91,795 | $12,336 | $0 |
| KAREN FARUGIA | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | MARKETING DIRECTOR | 40.00 | $85,654 | $5,521 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 29 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BON APPETIT | |||||
| 91337 COLLECTIONS DR PO BOX 91337 | CHICAGO | IL | 60693 | CATERING SERVICES | $933,909 |
| MEDIA BUYING SERVICES INC | |||||
| 4545 E SHEA BLVD 162 | PHOENIX | AZ | 85028 | ADVERTISING | $475,343 |
| OPENWORKS | |||||
| 4742 N 24TH ST STE 450 | PHOENIX | AZ | 85016 | JANITORIAL SERVICES | $284,618 |
| ALLIEDBARTON SECURITY SERVICES LLC | |||||
| 161 WASHINGTON ST STE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY PERSONNEL SERVICES | $139,278 |
| KWINK MEDIA | |||||
| 1140 E COTTONWOOD LN | PHOENIX | AZ | 85048 | SOCIAL MEDIA & WRITING | $66,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 2013, THE THIRD FULL YEAR OF OPERATIONS FOR MIM, SAW A VISIT FROM THE REMARKABLE "RECYCLED ORCHESTRA" FROM PARAGUAY, THE OPENING OF THE BLOCKBUSTER "WOMEN WHO ROCK" TRAVELING EXHIBITION AND ASSOCIATED CONCERT SERIES, THE RELEASE OF POPULAR NEW EXHIBITS IN THE ARTIST GALLERY, AND MUSEUM-WIDE CELEBRATIONS INCLUDING EXPERIENCE IRELAND AND EXPERIENCE INDIA. MIM WELCOMED 247,000 GUESTS IN 2013, INCLUDING 33,000 SCHOOL CHILDREN AND 46,000 CONCERT GOERS. THE MUSEUM ALSO PRESENTED 190 CONCERTS BY ARTISTS FROM 21 DIFFERENT COUNTRIES AND WAS SINGLED OUT FOR SEVERAL AWARDS AND DISTINCTIONS, INCLUDING BEING RANKED THE NUMBER ONE PHOENIX ATTRACTION ON TRIPADVISOR AND READER'S CHOICE FOR BEST MUSEUM BY PHOENIX MAGAZINE. | Description1Txt |
| Expenses1 | $14,555,081 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,873,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,807,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,681,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,681,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,460,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $723,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,060,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,060,124 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,060,124 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-03-04 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $243,319 | CurrentYearAmt |
| Year1 | $610,503 | Year1Amt |
| Year2 | $416,468 | Year2Amt |
| Year3 | $228,264 | Year3Amt |
| Total | $1,498,554 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,821 | CurrentYearAmt |
| Year1 | $518,928 | Year1Amt |
| Year2 | $353,998 | Year2Amt |
| Year3 | $194,024 | Year3Amt |
| Total | $1,273,771 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,060,124 | CurrentYearAmt |
| Year1 | $12,923,054 | Year1Amt |
| Year2 | $13,465,573 | Year2Amt |
| Year3 | $15,709,963 | Year3Amt |
| Total | $53,158,714 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,060,124 | CurrentYearAmt |
| Year1 | $12,923,054 | Year1Amt |
| Year2 | $13,465,573 | Year2Amt |
| Year3 | $15,709,963 | Year3Amt |
| Total | $53,158,714 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $482,029 | CurrentYearAmt |
| Year1 | $407,002 | Year1Amt |
| Year2 | $277,645 | Year2Amt |
| Year3 | $152,176 | Year3Amt |
| Total | $1,318,852 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J ULRICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALHAMBRA ELEMENTARY SCHOOL DISTRICT | |||||||
| 4510 N 37TH AVE | PHOENIX | AZ | 85019 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $5,940 |
| BALSZ ELEMENTARY SCHOOL DISTRICT | |||||||
| 4825 E ROOSEVELT ST | PHOENIX | AZ | 85008 | N/A | PC | MUSEUM ADMISSION | $1,730 |
| BUCKEYE ELEMENTARY SCHOOL DISTRICT | |||||||
| 25555 W DURANGO | BUCKEYE | AZ | 85326 | N/A | PC | MUSEUM ADMISSION | $688 |
| CARTWRIGHT SCHOOL DISTRICT | |||||||
| 3401 N 67TH AVE | PHOENIX | AZ | 85033 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $8,624 |
| CAVE CREEK | |||||||
| PO BOX 426 | CAVE CREEK | AZ | 85327 | N/A | PC | MUSEUM ADMISSION | $3,486 |
| CHANDLER UNIFIED SCHOOL DISTRICT | |||||||
| 1525 W FRYE RD | CHANDLER | AZ | 85224 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,866 |
| CHOLLA HIGH MAGNET SCHOOL | |||||||
| 2001 W STARR PASS BLVD | TUCSON | AZ | 85713 | N/A | PC | MUSEUM ADMISSION | $472 |
| CREIGHTON SCHOOL DISTRICT | |||||||
| 2702 E FLOWER ST | PHOENIX | AZ | 85016 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,998 |
| DEER VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 20402 N 15TH AVE | PHOENIX | AZ | 85027 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $5,000 |
| DYSART UNIFIED SCHOOL DISTRICT | |||||||
| 15802 N PARKVIEW PL | SURPRISE | AZ | 85374 | N/A | PC | MUSEUM ADMISSION | $1,832 |
| FLAGSTAFF UNIFIED SCHOOL DISTRICT | |||||||
| 3285 EAST SPARROW AVE | FLAGSTAFF | AZ | 86004 | N/A | PC | MUSEUM ADMISSION | $420 |
| FLORENCE UNIFIED SCHOOL DISTRICT | |||||||
| 35900 N CHARBRAY DR | QUEEN CREEK | AZ | 85143 | N/A | PC | MUSEUM ADMISSION | $368 |
| FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT | |||||||
| 16000 E PALISADES BLVD | FOUNTAIN HILLS | AZ | 85268 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $2,128 |
| GILBERT PUBLIC SCHOOL DISTRICT | |||||||
| 140 SOUTH GILBERT RD | GILBERT | AZ | 85296 | N/A | PC | MUSEUM ADMISSION | $2,144 |
| GLENDALE ELEMENTARY SCHOOL DISTRICT | |||||||
| 7301 N 58TH AVE | GLENDALE | AZ | 85301 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $13,286 |
| GLENDALE UNIFIED HIGH SCHOOL DISTRICT | |||||||
| 7650 N 43RD AVE | GLENDALE | AZ | 85301 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,270 |
| HIGLEY UNIFIED SCHOOL DISTRICT | |||||||
| 2935 S RECKER RD | GILBERT | AZ | 85295 | N/A | PC | MUSEUM ADMISSION | $776 |
| ISSAC ELEMENTARY SCHOOL DISTRICT | |||||||
| 3348 W MCDOWELL RD | PHOENIX | AZ | 85009 | N/A | PC | MUSEUM ADMISSION | $2,150 |
| KYRENE ELEMENTARY SCHOOL DISTRICT | |||||||
| 8700 SOUTH KYRENE RD | PHOENIX | AZ | 85016 | N/A | PC | MUSEUM ADMISSION | $1,744 |
| CANARELLI MIDDLE SCHOOL | |||||||
| 7808 S TORREY PINES DR | LAS VEGAS | NV | 89139 | N/A | PC | MUSEUM ADMISSION | $1,208 |
| LIBERTY ELEMENTARY SCHOOL DISTRICT | |||||||
| 19871 W FREEMONT RD | BUCKEYE | AZ | 85326 | N/A | PC | MUSEUM ADMISSION | $488 |
| LITCHFIELD ELEMENTARY SCHOOL DISTRICT | |||||||
| 272 E SAGEBRUSH ST | LITCHFIELD PARK | AZ | 85340 | N/A | PC | MUSEUM ADMISSION | $380 |
| MADISON SCHOOL DISTRICT | |||||||
| 5601 N 16TH ST | PHOENIX | AZ | 85016 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $5,426 |
| MESA PUBLIC SCHOOL DISTRICT | |||||||
| 63 EAST MAIN ST | MESA | AZ | 85201 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $14,908 |
| OSBORN SCHOOL DISTRICT | |||||||
| 1226 W OSBORN RD | PHOENIX | AZ | 85013 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $5,108 |
| PARADISE VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 15002 N 32ND ST | PHOENIX | AZ | 85032 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $12,757 |
| PEORIA UNIFIED SCHOOL DISTRICT | |||||||
| 6330 W THUNDERBIRD RD | GLENDALE | AZ | 85306 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,828 |
| PHOENIX ELEMENTARY SCHOOL DISTRICT | |||||||
| 1817 N 7TH ST | PHOENIX | AZ | 85006 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $7,332 |
| PHOENIX UNION HIGH SCHOOL DISTRICT | |||||||
| 4502 N CENTRAL AVE | PHOENIX | AZ | 85012 | N/A | PC | MUSEUM ADMISSION | $554 |
| ROOSEVELT SCHOOL DISTRICT | |||||||
| 6000 S 7TH ST | PHOENIX | AZ | 85042 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $6,506 |
| SCOTTSDALE UNIFIED SCHOOL DISTRICT | |||||||
| 3811 N 44TH ST | PHOENIX | AZ | 85018 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $3,140 |
| TEMPE ELEMENTARY SCHOOL DISTRICT | |||||||
| 3205 S RURAL RD | TEMPE | AZ | 85282 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,978 |
| TEMPE UNION HIGH SCHOOL DISTRICT | |||||||
| 500 W GUADALUPE RD | TEMPE | AZ | 85283 | N/A | PC | MUSEUM ADMISSION | $248 |
| TUBA CITY | |||||||
| 67 E FIR ST | TUBA CITY | AZ | 86045 | N/A | PC | MUSEUM ADMISSION | $232 |
| WASHINGTON ELEMENTARY SCHOOL DISTRICT | |||||||
| 4650 WEST SWEETWATER | GLENDALE | AZ | 85304 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $10,046 |
| ARIZONA CHARTER ACADEMY | |||||||
| 16011 N DYSART RD | SURPRISE | AZ | 85374 | N/A | PC | MUSEUM ADMISSION | $360 |
| AMERISCHOOLS ACADEMY | |||||||
| 1333 WEST CAMELBACK RD | PHOENIX | AZ | 85013 | N/A | PC | MUSEUM ADMISSION | $136 |
| ASU PREPARATORY ACADEMY | |||||||
| 735 E FILLMORE ST | PHOENIX | AZ | 85006 | N/A | PC | MUSEUM ADMISSION | $2,550 |
| CHILDREN FIRST ACADEMY | |||||||
| 650 E MORELOS ST | CHANDLER | AZ | 85225 | N/A | PC | MUSEUM ADMISSION | $400 |
| HEARN ACADEMY | |||||||
| 17606 N 7TH AVE | PHOENIX | AZ | 85023 | N/A | PC | MUSEUM ADMISSION | $1,080 |
| IMAGINE SCHOOLS | |||||||
| 3535 W DUNLAP AVE | PHOENIX | AZ | 85051 | N/A | PC | MUSEUM ADMISSION | $448 |
| MARYVALE PREPARATORY ACADEMY | |||||||
| 6301 W INDIAN SCHOOL RD | PHOENIX | AZ | 85033 | N/A | PC | MUSEUM ADMISSION | $416 |
| MILESTONE CHARTER | |||||||
| 4707 E ROBERT E LEE | PHOENIX | AZ | 85033 | N/A | PC | MUSEUM ADMISSION | $2,696 |
| PHOENIX COLLEGIATE ACADEMY | |||||||
| 5610 S CENTRAL AVE | PHOENIX | AZ | 85041 | N/A | PC | MUSEUM ADMISSION | $550 |
| SAGE ACADEMY CHARTER SCHOOL | |||||||
| 1055 E HEARN RD | PHOENIX | AZ | 85022 | N/A | PC | MUSEUM ADMISSION | $350 |
| SONORAN SCIENCE ACADEMY | |||||||
| 4837 E MCSOWELL RD | PHOENIX | AZ | 85008 | N/A | PC | MUSEUM ADMISSION | $40 |
| VALLEY ACADEMY | |||||||
| 1520 WEST ROSE GARDEN LN | PHOENIX | AZ | 85027 | N/A | PC | MUSEUM ADMISSION | $340 |
| TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT | |||||||
| 3707 N 7TH ST 305 | PHOENIX | AZ | 85014 | N/A | PC | MUSEUM ADMISSION | $208 |
| NATIVE AMERICAN CONNECTIONS | |||||||
| 4520 N CENTRAL AVE STE 600 | PHOENIX | AZ | 50012 | N/A | PC | MUSEUM ADMISSION | $312 |
| AZ NEIGHBORHOOD TRANSFORMATION | |||||||
| 5449 E CALLE ENCINAS | GUADALUPE | AZ | 85283 | N/A | PC | MUSEUM ADMISSION | $152 |
| ICAN | |||||||
| 650 E MORELOS ST | CHANDLER | AZ | 85225 | N/A | PC | MUSEUM ADMISSION & TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $522 |
| FLORENCE CRITTENTON SERVICES OF ARIZONA | |||||||
| 715 W MARIPOSA ST | PHOENIX | AZ | 85013 | N/A | PC | MUSEUM ADMISSION | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,637 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| MUSEUM ADMISSION | $2,520,007 | ||
| MUSIC THEATER | $1,595,749 | ||
| OTHER PROGRAM REVENUE | $198,984 | ||
| ADVERTISING | 511190 | $1,500 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,544 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$355,483 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$407,523 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,006 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $459,255 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATERING | Desc |
| Business | 722320 | BusinessCd |
| Unrelated Business Taxbl Incm | $712,943 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$48,563 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $879,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,314,740 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,145,982 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | ACCESS TO THE MUSEUM'S EXHIBITS |
| 1B | ACCESS TO THE MUSEUM'S MUSIC THEATER |
| 1C | ACCESS TO THE MUSEUM'S OTHER PROGRAMS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (66 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1 | CountryContributorForeignAddress/Country | Postal CodeContributorForeignAddress/PostalCode | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACT ONE FOUNDATION | ||||||||||
| 1 | 5080 NORTH 40TH STREET SUITE 245 | PHOENIX | AZ | 85018 | $10,500 | Yes (X) | ||||
| ALEXANDRA O BJORKLUND | ||||||||||
| 2 | 94 DELLWOOD AVENUE | WHITE BEAR LAKE | MN | 55110 | $5,000 | Yes (X) | ||||
| ARIZONA COMMUNITY FOUNDATION | ||||||||||
| 3 | 2201 EAST CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | $10,500 | Yes (X) | ||||
| BANK OF AMERICA | ||||||||||
| 4 | 201 EAST WASHINGTON STREET | PHOENIX | AZ | 85004 | $75,000 | Yes (X) | ||||
| BARBARA J ANDERSON | ||||||||||
| 5 | 23 BILTMORE ESTATES | PHOENIX | AZ | 85016 | $25,000 | Yes (X) | ||||
| BRENDA BAAR | ||||||||||
| 6 | 1665 LEXINGTON AVENUE SOUTH | MENDOTA HEIGHTS | MN | 55118 | $5,000 | Yes (X) | ||||
| BRUCE B DAYTON | ||||||||||
| 7 | 84 S TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $50,000 | Yes (X) | ||||
| CHRISTOPHER J FUSSNER | ||||||||||
| 8 | $20,000 | Yes (X) | THE BERTH BY THE COVE | SN | 98616 | |||||
| CITY OF PHOENIX - PUBLIC WORKS DEPA | ||||||||||
| 9 | 101 SOUTH CENTRAL AVENUE 300 | PHOENIX | AZ | 85004 | $5,000 | Yes (X) | ||||
| COLOUD | ||||||||||
| 10 | 260 WEST 39TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | $45,000 | Yes (X) | Yes (X) | |||
| COYOTES CHARITIES | ||||||||||
| 11 | 6751 NORTH SUNSET BOULEVARD SUITE 2 | GLENDALE | AZ | 85305 | $5,000 | Yes (X) | ||||
| CURTIS ULRICH | ||||||||||
| 12 | 84 S TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $5,000 | Yes (X) | ||||
| ELAINE F STEPANEK FOUNDATION | ||||||||||
| 13 | 256 NORTH REFUGIO ROAD | SANTA YNEZ | CA | 93460 | $40,000 | Yes (X) | ||||
| EVELYN GRUBB | ||||||||||
| 14 | 2425 EAST CAMELBACK ROAD 1155 | PHOENIX | AZ | 85016 | $25,000 | Yes (X) | ||||
| FIDELITY BROKERAGE SERVICES LLC | ||||||||||
| 15 | BNY MELLON TRUST OF DELWARE | NEWARK | DE | 19711 | $15,427 | Yes (X) | ||||
| FIDELITY CHARITABLE GIFT FUND | ||||||||||
| 16 | 2201 EAST CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 452770053 | $13,100 | Yes (X) | ||||
| FRANKLIN BROWN | ||||||||||
| 17 | 10173 EAST HORIZON DRIVE | SCOTTSDALE | AZ | 85262 | $5,000 | Yes (X) | ||||
| GANASSI FOUNDATION | ||||||||||
| 18 | 235 ALPHA DRIVE SUITE 302 | PITTSBURGH | PA | 15238 | $5,000 | Yes (X) | ||||
| GOLDMAN SACHS PHILANTHROPY FUND | ||||||||||
| 19 | PO BOX 15203 | ALBANY | NY | 122125203 | $6,010,000 | Yes (X) | ||||
| GRAYHAWK CLASSIC RESIDENTS' FOUNDAT | ||||||||||
| 20 | 7501 EAST THOMPSON PEAK PARKWAY BOX | SCOTTSDALE | AZ | 85255 | $5,000 | Yes (X) | ||||
| GREGORY DUPPLER | ||||||||||
| 21 | 12515 48TH AVENUE NORTH | PLYMOUTH | MN | 55442 | $5,000 | Yes (X) | ||||
| HICKEY FAMILY FOUNDATION | ||||||||||
| 22 | 530 EAST HUBER STREET | MESA | AZ | 85203 | $50,000 | Yes (X) | ||||
| IRA J GAINES | ||||||||||
| 23 | 30 BILTMORE ESTATES DRIVE | PHOENIX | AZ | 85016 | $5,000 | Yes (X) | ||||
| IRENE VASQUEZ | ||||||||||
| 24 | 2810 EAST MISSION LANE | PHOENIX | AZ | 85028 | $5,000 | Yes (X) | ||||
| JP MORGAN CHARITABLE GIVING FUND | ||||||||||
| 25 | 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 190463594 | $5,000 | Yes (X) | ||||
| JEAN SAVAGE | ||||||||||
| 26 | 4555 EAST MAYO BOULEVARD 28102 | PHOENIX | AZ | 85050 | $5,000 | Yes (X) | ||||
| JENNIFER ASHLEY | ||||||||||
| 27 | 19061 NORTH 5TH AVENUE | PHOENIX | AZ | 85027 | $5,000 | Yes (X) | ||||
| JEWISH COMMUNITY FOUNDATIONMILWAUKE | ||||||||||
| 28 | 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 532023094 | $10,000 | Yes (X) | ||||
| JOHN AND JOAN D'ADDARIO FOUNDATION | ||||||||||
| 29 | 19 DANTON LANE NORTH | LOCUST VALLEY | NY | 11560 | $65,000 | Yes (X) | ||||
| JOSEPH R MASLICK | ||||||||||
| 30 | 9361 EAST SKYLINE DRIVE | SCOTTSDALE | AZ | 85262 | $6,000 | Yes (X) | ||||
| JUDITH R BAARDA | ||||||||||
| 31 | 13624 NORTH BONITA DRIVE | FOUNTAIN HILLS | AZ | 85268 | $5,000 | Yes (X) | ||||
| JULIUS L WITZLER | ||||||||||
| 32 | 925 LINCOLN STREET 5F | DENVER | CO | 80203 | $5,000 | Yes (X) | ||||
| JW MARRIOTT PHOENIX DESERT RIDGE RE | ||||||||||
| 33 | 5350 EAST MARRIOTT DRIVE | PHOENIX | AZ | 85054 | $18,000 | Yes (X) | Yes (X) | |||
| KEMPER AND ETHEL MARLEY FOUNDATION | ||||||||||
| 34 | PO BOX 10392 | PHOENIX | AZ | 85064 | $45,000 | Yes (X) | ||||
| LORENZEN FOUNDATION | ||||||||||
| 35 | 3333 EAST CAMINO SIN NOMBRE | PARADISE VALLEY | AZ | 85253 | $5,000 | Yes (X) | ||||
| LORRAINE L CALBOW | ||||||||||
| 36 | 2051 EAST OXFORD DRIVE | TEMPE | AZ | 85283 | $10,000 | Yes (X) | ||||
| MARTIN GUITAR CHARITABLE FOUNDATION | ||||||||||
| 37 | 510 SYCAMORE STREET | NAZARETH | PA | 180641000 | $10,000 | Yes (X) | ||||
| MICHAEL FRANCIS | ||||||||||
| 38 | 84 S TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $10,000 | Yes (X) | ||||
| MOE S NOZARI | ||||||||||
| 39 | 1 OVERHILL DRIVE | SAINT PAUL | MN | 55127 | $5,000 | Yes (X) | ||||
| MONTY ORTMAN | ||||||||||
| 40 | 28 BILTMORE ESTATES | PHOENIX | AZ | 85016 | $5,000 | Yes (X) | ||||
| NAMM FOUNDATION | ||||||||||
| 41 | 5790 ARMADA DRIVE | CARLSBAD | CA | 92008 | $7,500 | Yes (X) | ||||
| NANCY R WALTERS | ||||||||||
| 42 | 5729 EAST HERMOSA VISTA DRIVE | MESA | AZ | 85215 | $25,000 | Yes (X) | ||||
| NATIONAL FINANCIAL SERVICES LLC | ||||||||||
| 43 | 499 WASHINGTON BOULEVARD | JERSEY CITY | NJ | 07310 | $5,000 | Yes (X) | ||||
| NEUTRIK | ||||||||||
| 44 | 4115 TAGGART CREEK ROAD | CHARLOTTE | NC | 28208 | $5,000 | Yes (X) | ||||
| PAUL MARCUS | ||||||||||
| 45 | 39725 NORTH 107TH WAY | SCOTTSDALE | AZ | 85262 | $5,000 | Yes (X) | ||||
| PAULA SHERMAN | ||||||||||
| 46 | 5840 EAST JOSHUA TREE LANE | PARADISE VALLEY | AZ | 85253 | $8,500 | Yes (X) | ||||
| PETSMART INC | ||||||||||
| 47 | 19601 NORTH 27TH AVENUE | PHOENIX | AZ | 85027 | $50,000 | Yes (X) | ||||
| PHOENIX OFFICE OF ARTS AND CULTURE | ||||||||||
| 48 | 200 WEST WASHINGTON STREET | PHOENIX | AZ | 85003 | $47,578 | Yes (X) | ||||
| RICHARD BURNS | ||||||||||
| 49 | 5436 EAST ORCHID LANE | PARADISE VALLEY | AZ | 85253 | $10,000 | Yes (X) | ||||
| RIZLEY FAMILY FOUNDATION | ||||||||||
| 50 | 24200 NORTH ALMA SCHOOL ROAD 20 | SCOTTSDALE | AZ | 85255 | $5,000 | Yes (X) | ||||
| ROBERT J ULRICH | ||||||||||
| 51 | 84 S TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $15,000 | Yes (X) | ||||
| RUSTY MARY JANE POEPL FOUNDATION | ||||||||||
| 52 | 1320 RIVERSIDE LANE 206 | SAINT PAUL | MN | 55118 | $5,000 | Yes (X) | ||||
| SANDERSON FORD | ||||||||||
| 53 | 6400 NORTH 51ST AVENUE | GLENDALE | AZ | 85301 | $100,000 | Yes (X) | ||||
| SANDRA J WERNER | ||||||||||
| 54 | 4555 EAST MAYO BOULEVARD 30101 | PHOENIX | AZ | 85050 | $20,000 | Yes (X) | ||||
| SCOTTSDALE LEAGUE FOR THE ARTS | ||||||||||
| 55 | 7309 EAST EVANS ROAD | SCOTTSDALE | AZ | 85260 | $7,500 | Yes (X) | ||||
| SRP | ||||||||||
| 56 | MAIL STATION PAB-232 | PHOENIX | AZ | 850722025 | $5,000 | Yes (X) | ||||
| STORAGE SOLUTIONS | ||||||||||
| 57 | 29201 NORTH CAVE CREEK ROAD | CAVE CREEK | AZ | 85331 | $5,202 | Yes (X) | Yes (X) | |||
| TARGET CORPORATION | ||||||||||
| 58 | 50 SOUTH 10TH STREET TP3-750 | MINNEAPOLIS | MN | 55403 | $85,000 | Yes (X) | ||||
| THE MATRICARIA FAMILY FOUNDATION | ||||||||||
| 59 | 9674 EAST TAOS DRIVE | SCOTTSDALE | AZ | 85262 | $5,000 | Yes (X) | ||||
| THE STEELE FOUNDATION INC | ||||||||||
| 60 | PO BOX 1112 | PHOENIX | AZ | 85001 | $20,000 | Yes (X) | ||||
| TIMOTHY BYERS | ||||||||||
| 61 | 84 S TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $5,000 | Yes (X) | ||||
| TWIFORD FAMILY FOUNDATION | ||||||||||
| 62 | 3219 EAST CAMELBACK ROAD 575 | PHOENIX | AZ | 85018 | $15,000 | Yes (X) | ||||
| VANGUARD CHARITABLE ENDOWMENT PROGR | ||||||||||
| 63 | PO BOX 55766 | BOSTON | MA | 022055766 | $16,500 | Yes (X) | ||||
| WELLS FARGO ADVISORS LLC | ||||||||||
| 64 | ONE NORTH JEFFERSON | ST LOUIS | MO | 63103 | $5,000 | Yes (X) | ||||
| WELLS FARGO FOUNDATION | ||||||||||
| 65 | 100 WEST WASHINGTON 23TH FLOOR | PHOENIX | AZ | 85003 | $15,000 | Yes (X) | ||||
| WESTERN REFINING | ||||||||||
| 66 | 1250 WEST WASHINGTON STREET SUITE 1 | TEMPE | AZ | 85281 | $25,000 | Yes (X) | ||||
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 10 | 1,500 HEADPHONES | $45,000 | 2013-06-11 |
| 33 | CATERING | $18,000 | 2013-12-31 |
| 57 | STORAGE RACKS | $5,202 | 2013-02-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,650 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| ROOM RENTAL EXPENSES: | FORM 990-PF, PART I, LINE 5B - RENTAL EXPENSES: | ROOM RENTAL EXPENSES: SALARIES & WAGES 91,272EMPLOYEE BENEFIT PROGRAMS 18,872TRAVEL 1,543MEALS 289CONFERENCES, CONVENTIONS & SEMINARS 972CULTIVATION EXPENSE 1,471COMMUNICATION & TELEPHONE 984EQUIPMENT RENTAL 1,370MISCELLANEOUS 5PRINTING 482DUES & SUBSCRIPTIONS 265POSTAGE & SHIPPING 21SUPPLIES 1,514EVENT EXPENSES 28,097EMPLOYEE & VOLUNTEER RELATIONS 584CONSULTANT & PROFESSIONAL FEES 43,597UTILITIES & WATER 41,429SECURITY 13,103DEPRECIATION 302,421 TOTAL ROOM RENTAL EXPENSES 548,291 |
| PERSONAL PROPERTY RENTAL EXPENSES: | FORM 990-PF, PART I, LINE 5B - RENTAL EXPENSES: | PERSONAL PROPERTY RENTAL EXPENSES: SALARIES & WAGES 104,632EMPLOYEE & VOLUNTEER RELATIONS 21,634TRAVEL 1,769MEALS 332CONFERENCES, CONVENTIONS & SEMINARS 1,114CULTIVATION EXPENSE 1,687COMMUNICATION & TELEPHONE 1,129EQUIPMENT RENTAL 1,570MISCELLANEOUS 6PRINTING 553DUES & SUBSCRIPTIONS 303POSTAGE & SHIPPING 25SUPPLIES 1,736EVENT EXPENSES 32,211EMPLOYEE & VOLUNTEER RELATIONS 670CONSULTANT & PROFESSIONAL FEES 49,979UTILITIES & WATER 47,494SECURITY 15,021DEPRECIATION 346,690 TOTAL PERSONAL PROPERTY RENTAL EXPENSES 628,555 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE FIXED INCOME SECURITIES | $2,828,980 | $2,828,980 |
| OTHER FIXED INCOME SECURITIES | $614,180 | $614,180 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITY SECURITIES | $5,904,754 | $5,904,754 |
| NON-US EQUITY SECURITIES | $2,625,578 | $2,625,578 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONEY MARKET FUNDS | FMV | $1,067,841 | $1,067,841 |
| HEDGE FUNDS | FMV | $1,096,370 | $1,096,370 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $14,586,850 | $0 | $14,586,850 | $14,586,850 |
| FURNITURE & EQUIPMENT | $6,981,369 | $3,732,326 | $3,249,043 | $3,249,043 |
| LEASEHOLD IMPROVEMENT | $149,458 | $149,458 | $0 | |
| SOFTWARE | $494,806 | $259,772 | $235,034 | $235,034 |
| VEHICLES | $33,334 | $33,334 | $0 | |
| BUILDING | $102,727,881 | $18,422,878 | $84,305,003 | $84,305,003 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,706 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,706 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX ASSET | $2,500 | $5,600 | $5,600 |
| SECURITY DEPOSIT RECEIVABLE | $10,091 | $10,091 | $10,091 |
| OTHER ASSETS | $431,428 | $434,828 | $434,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CATERING EXPENSE | $701,524 | $0 | $701,524 | $0 |
| TELEPHONE | $79,504 | $0 | $2,113 | $77,391 |
| POSTAGE & SHIPPING | $106,016 | $0 | $46 | $105,970 |
| ADVERTISING & MARKETING | $517,231 | $0 | $0 | $517,231 |
| SUPPLIES | $133,672 | $0 | $3,250 | $130,422 |
| EQUIPMENT RENTAL | $190,936 | $0 | $2,940 | $187,996 |
| REPAIRS & MAINTENANCE | $409,439 | $0 | $0 | $409,439 |
| INSURANCE | $137,571 | $0 | $0 | $145,798 |
| MISCELLANEOUS | $747,595 | $0 | $11 | $657,516 |
| MUSICAL INSTRUMENT PURCHASES | $246,533 | $0 | $0 | $246,533 |
| EVENTS | $179,653 | $0 | $60,308 | $119,345 |
| SOFTWARE | $155,168 | $0 | $0 | $155,168 |
| EMPLOYEE & VOLUNTEER RELATIONS | $1,254 | $0 | $1,254 | $0 |
| CULTIVATION EXPENSE | $1,687 | $0 | $1,687 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MUSEUM ADMISSION | $2,520,007 | $2,520,007 |
| MUSIC THEATER | $1,595,749 | $1,595,749 |
| OTHER PROGRAM REVENUE | $198,984 | $198,984 |
| ADVERTISING | $1,500 | $1,500 |
| CATERING | $712,943 | $712,943 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $1,580,244 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CUSTOMER & EVENT DEPOSITS | $93,939 | $4,688 |
| OTHER LIABILITIES | $60,798 | $91,796 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL SERVICE | $1,301,994 | $0 | $93,576 | $1,213,367 |
| INVESTMENT FEES | $78,095 | $78,095 | $78,095 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $336,238 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $336,238 | DisbursementsCharitablePrpsAmt |