SHELBURNE FARMS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHELBURNE FARMS (EIN 03-0229347)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-19
- IRS object ID
- 201311709349300721
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-19T12:50:01-07:00 | 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 | Siliski & Buzzell PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 802 | AddressLine1 |
| City | Rutland | City |
| State | VT | State |
| ZIP Code | 057020802 | 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 | 030229347 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBURNE FARMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEL | NameControl |
| Phone | 8029858686 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | AddressLine1 |
| City | SHELBURNE | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALEXANDER S WEBB | Name |
| Title | President | Title |
| Date Signed | 2013-06-18 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Buzzell Jr | Name |
| PTIN | P01258117 | PTIN |
| Phone | 8027757132 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALEXANDER S WEBB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | AddressLine1 |
| City | SHELBURNE | City |
| State | VT | State |
| ZIP Code | 05482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8632487 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | ShelburneFarms.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | Cultivating a conservation ethic for a sustainable future. Educating young people to become ecologically literate and caring citizens who make choices that create a healthy and just world, practicing the stewardship of natural and agricultural resources. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 122 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3107044 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3647631 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1053004 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 957298 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 112273 | InvestmentIncomePriorYear |
| Investment Income Current Year | 200457 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18372 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21510 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4290693 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4826896 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2294440 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2301004 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 199695 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1696010 | OtherExpensePriorYear |
| Other Expenses Current Year | 1566872 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3990450 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3867876 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 300243 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 959020 | RevenuesLessExpensesCY |
| Total Assets BOY | 28451052 | TotalAssetsBOY |
| Total Assets EOY | 29258327 | TotalAssetsEOY |
| Total Liabilities BOY | 627181 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 538313 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27823871 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28720014 | NetAssetsOrFundBalancesEOY |
| Mission Description | Sustainability Education: The mission of Shelburne Farms is to cultivate a conservation ethic for a sustainable future. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3380445 | Expense |
| Description | Shelburne Farms is a nonprofit education organization, 1,400 acre working farm and National Historic Landmark. The Farm offers learning experiences and resources for educators, schools, children and families that connect people with nature and agriculture and inspire stewardship in their home communities. Shelburne Farms also collaborates extensively with other regional, national and international organizations to advance Education for Sustainability and serves as a catalyst and convener for strengthening local food, forestry and energy systems. In 2012 Shelburne Farms celebrated its 40th anniversary as a nonprofit organization and served over 149,000 program participants and visitors. This number was about 9,000 more than the previous year mostly due to an increase in visitors to the Children's Farmyard and in attendance at community gatherings, including anniversary events for the Vermont Natural Resources Council and Vermont Community Foundation, and the 3rd annual Vermont Cheesemakers Festival. Ongoing program outreach initiatives include Farm to School and food systems education, the Farm-Based Education Network, and regional and international Education for Sustainability learning communities. Through our partnership with the Burlington School District and Head Start we launched a preschool classroom at the Sustainability Academy at Lawrence Barnes School in the fall of 2012. The preschool extends the programming at the Academy, with a focus on school-readiness, literacy, food, nutrition and the natural world. The Sustainability Academy is the first elementary magnet school with a sustainability theme in the country. Another 2012 highlight was the Farm and VT FEED serving as the local host for the National Farm to Cafeteria Conference in Burlington. More than 800 food service, community organizers, farmers and food pioneers attended from all over the country. VT FEED is a partnership of Shelburne Farms, NOFA-VT and Food Works helping bring local, healthy foods to Vermont school children. Two thirds of Vermont's 320 elementary schools are now engaged in some sort of Farm to School programming, connecting students, local farms and communities to serve healthy meals in school cafeterias. On the Farm, special grants made possible continuing improvements at the market garden and dairy, a University of Vermont field trial investigating whether organic soil amendments can improve soil health and support more nutrient-dense forage production as way to reduce grain feeding, and additional significant campus improvements, including installation of life/safety improvements to convert an existing home into the Farms prototype residential learning center, renovation of a staff housing unit and continuing restoration of the Shelburne House formal gardens. | Description |
| Total Program Service Expense | 3380445 | 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 | false | 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 | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 122 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TOM NOLD | NamePerson |
| Telephone Number | 8029850330 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| LOLA VAN WAGENEN | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ERNIE POMERLEAU | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ANDREW MEYER | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| STEVE JOHNSON | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| NAN JENKS-JAY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DAVID HOLLENBECK | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARY JANE GENTRY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BINTA COLLEY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| FRED BAY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BOB BAIRD | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JULIA ALVAREZ | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| SHARMY ALTSHULER | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| WILL JACKSON | |||||||
| Secretary | 2.00 | 0.00 | 0 | 0 | 0 | X | |
| DAVID MARVIN | |||||||
| Treasurer | 2.00 | 2.00 | 0 | 0 | 0 | X | |
| CHARLOTTE STETSON | |||||||
| Vice-Chair | 2.00 | 0.00 | 0 | 0 | 0 | X | |
| CASEY MURROW | |||||||
| Co-Chair | 2.00 | 0.00 | 0 | 0 | 0 | X | |
| LISA STEELE | |||||||
| Co-Chair | 2.00 | 0.00 | 0 | 0 | 0 | X | |
| ALEXANDER S WEBB | |||||||
| President | 39.00 | 21.00 | 110544 | 0 | 4670 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 110544 | TotalReportableCompFromOrg |
| Total Other Compensation | 4670 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRDSEYE BUILDING | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 HUNTINGTON ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | VT | State |
| ZIP Code | 05477 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | RENOVATIONS | DescriptionOfServices |
| Compensation | 706690 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 199766 | GovernmentGrants |
| All Other Contributions | 3447865 | AllOtherContributions |
| Noncash Contributions | 150108 | NoncashContributions |
| Total Contributions | 3647631 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SCHOOL PROGRAMS | 611600 | 209621 | 209621 |
| PUBLIC PROGRAMS | 611710 | 279982 | 279982 |
| PROGRAM FACILITIES | 900099 | 222066 | 222066 |
| MILK AND LIVESTOCK | 110000 | 245629 | 245629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 957298 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101132 | TotalRevenueColumn |
| Exclusion | $101,132 | 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 | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 337239 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 337239 | Real |
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 | 3506980 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3402796 | Securities |
| Other | 4859 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104184 | Securities |
| Other | -4859 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99325 | TotalRevenueColumn |
| Exclusion | $99,325 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 82207 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 60697 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21510 | TotalRevenueColumn |
| Exclusion | $21,510 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4826896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 957298 | RelatedOrExemptFunctionIncome |
| Exclusion | $221,967 | 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 | 115213 | Total |
| Program Services | 43859 | ProgramServices |
| Management And General | 35677 | ManagementAndGeneral |
| Fundraising | 35677 | 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 | 2185791 | Total |
| Program Services | 1891328 | ProgramServices |
| Management And General | 140891 | ManagementAndGeneral |
| Fundraising | 153572 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65291 | Total |
| Program Services | 64610 | ProgramServices |
| Fundraising | 681 | 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 | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426591 | Total |
| Program Services | 416924 | ProgramServices |
| Management And General | 9667 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies | 191882 | 51665 | 77714 | 62503 |
| Fuel & Utilities | 206710 | 198424 | 4530 | 3756 |
| Repairs & Maint | 347163 | 341869 | 2931 | 2363 |
| Professional Services | 388092 | 371766 | 16326 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -58857 | Total |
| Fundraising | -58857 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3867876 | Total |
| Program Services | 3380445 | ProgramServices |
| Management And General | 287736 | ManagementAndGeneral |
| Fundraising | 199695 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1391447 | BOY |
| EOY | 991658 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444259 | BOY |
| EOY | 696003 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312613 | BOY |
| EOY | 1019584 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129075 | BOY |
| EOY | 123965 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1933545 | BOY |
| EOY | 2103548 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144595 | BOY |
| EOY | 146078 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9127 | BOY |
| EOY | 8512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29394915 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10020556 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19279172 | BOY |
| EOY | 19374359 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4812154 | BOY |
| EOY | 4824131 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -519815 | BOY |
| EOY | -480196 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514880 | BOY |
| EOY | 450685 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28451052 | BOY |
| EOY | 29258327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269341 | BOY |
| EOY | 163503 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2905 | BOY |
| EOY | 3862 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354935 | BOY |
| EOY | 370948 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627181 | BOY |
| EOY | 538313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25875130 | BOY |
| EOY | 26865530 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1647064 | BOY |
| EOY | 1543677 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301677 | BOY |
| EOY | 310807 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27823871 | BOY |
| EOY | 28720014 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28451052 | BOY |
| EOY | 29258327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 959020 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -87999 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 25122 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4544855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2561648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4639294 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3107044 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3647631 | CurrentTaxYear |
| Total | 18500472 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 805316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 857627 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 882598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1053004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 957298 | CurrentTaxYear |
| Total | 4555843 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5350171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3419275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5521892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4160048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4604929 | CurrentTaxYear |
| Total | 23056315 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2805639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 947085 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2411024 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 884968 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1349892 | CurrentTaxYear |
| Total | 8398608 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 85063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103826 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 535793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 452677 | CurrentTaxYear |
| Total | 1177359 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2805639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1032148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2514850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1420761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1802569 | CurrentTaxYear |
| Total | 9575967 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13480348 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 478347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 411119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 396168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 438371 | CurrentTaxYear |
| Total | 2151577 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 478347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 411119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 396168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 438371 | CurrentTaxYear |
| Total | 2151577 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1 | CurrentTaxYearMinus1Year |
| Total | 4 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5828519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3846848 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5933012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4556217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5043300 | CurrentTaxYear |
| Total | 25207896 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.53480 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.58310 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08540 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08840 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4339037 | BeginningOfYearBalance |
| Contributions | 285955 | Contributions |
| Investment Earnings Or Losses | 106607 | InvestmentEarningsOrLosses |
| Other Expenditures | 175072 | OtherExpenditures |
| Administrative Expenses | 24902 | AdministrativeExpenses |
| End Of Year Balance | 4591625 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4462748 | BeginningOfYearBalance |
| Contributions | 122160 | Contributions |
| Investment Earnings Or Losses | 11989 | InvestmentEarningsOrLosses |
| Other Expenditures | 169992 | OtherExpenditures |
| Administrative Expenses | 27868 | AdministrativeExpenses |
| End Of Year Balance | 4399037 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 300942 | BeginningOfYearBalance |
| Contributions | 4153842 | Contributions |
| Investment Earnings Or Losses | 193941 | InvestmentEarningsOrLosses |
| Other Expenditures | 163293 | OtherExpenditures |
| Administrative Expenses | 22684 | AdministrativeExpenses |
| End Of Year Balance | 4462748 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 279997 | BeginningOfYearBalance |
| Contributions | 1150 | Contributions |
| Investment Earnings Or Losses | 27184 | InvestmentEarningsOrLosses |
| Other Expenditures | 7389 | OtherExpenditures |
| End Of Year Balance | 300942 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 336841 | BeginningOfYearBalance |
| Contributions | 1100 | Contributions |
| Investment Earnings Or Losses | -50514 | InvestmentEarningsOrLosses |
| Other Expenditures | 7430 | OtherExpenditures |
| End Of Year Balance | 279997 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06770 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01730 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 797200 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6713668 | OtherCostOrOtherBasis |
| Book Value | 7510868 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1742926 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1225624 | OtherCostOrOtherBasis |
| Depreciation | 1795180 | Depreciation |
| Book Value | 1173370 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2052058 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 14137772 | OtherCostOrOtherBasis |
| Depreciation | 6099940 | Depreciation |
| Book Value | 10089890 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 735919 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1683794 | OtherCostOrOtherBasis |
| Depreciation | 1856146 | Depreciation |
| Book Value | 563567 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 246920 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 59034 | OtherCostOrOtherBasis |
| Depreciation | 269290 | Depreciation |
| Book Value | 36664 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19374359 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Rounding | $1 |
| ACCRUED PAYROLL AND RELATED LIAB | $370,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 370948 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | Donors to the Farm's endowment fund create a legacy that will benefit future generations. Endowment funds help ensure continuing educational outreach and the care and use of the property for educational and community purposes. Gifts may be designated by the donor for different purposes such as general support, education programs, agricultural activities, landscape and gardens, building maintenance, the archives, etc. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 38548 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 38548 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 29090 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HARVEST FESTIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 29312 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 29312 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 26109 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 14347 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 14347 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 5498 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 82207 | GrossReceiptsTotal |
| Gross Revenue Total Events | 82207 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 60697 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60697 | DirectExpenseSummaryEvents |
| Net Income Summary | 21510 | NetIncomeSummary |
Schedule M IRS990ScheduleM
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 | 2292 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | KELLY BLUE BK | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 147816 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenues |
| 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 | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | INVESTMENT BANKS RECEIVE THE STOCK GIFTS, WHICH ARE THEN SOLD, AND THE FUNDS TRANSFERRED TO THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Decreases | SFI NET LOSS = -$4045 |
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | PURCHASE OF ULYSSES STOCK = $29167 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents, policies, and financial statement information will be made available to the public upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Directors reviews compensation and benefits for Megan Camp, Vice President through its compensation committee. This committee uses national, regional, and state compensation surveys to determine appropriate compensation. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board of Directors reviews compensation and benefits for Alexander Webb, President through its compensation committee. This committee uses national, regional, and state compensation surveys to determine appropriate compensation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Policies are reviewed at the committee level and then discussed at the Board level with changes made if necessary. Each year the board members sign that they are in compliance with the policy. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The audit committee reviews the information and reports it to the Board of Directors. A 990 tutorial was provided to Board members. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Alexander Webb, President, and Megan Camp, Vice President, are married. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ULYSSES COMPANY | ||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | 136098837 | RENEW ENERG | AL | N/A | C | 119231 | 301304 | 0.59100 | true |
| SHELBURNE FARMS INC | ||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | 030304285 | FARM PRODUCTS/GUEST SERVICES | VT | N/A | C | 1476838 | 1363232 | 1.00000 | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBURNE FARMS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a | TransactionType |
| Amount Involved | 337239 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |