OLD SALEM INCORPORATED: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OLD SALEM INCORPORATED (EIN 56-0587289)
- Tax period
- 2010-03-01 to 2011-02-28
- Filed
- 2011-10-17
- IRS object ID
- 201142919349301009
- Schema version
- 2010v3.4
- 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 | 2011-10-17T13:26:45-05:00 | Timestamp |
| Tax Period End Date | 2011-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANNON & COMPANY LLP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 COUNTRY CLUB ROAD | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560587289 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD SALEM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OLDS | NameControl |
| Phone | 3367217300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S MAIN STREET | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC HOYLE | Name |
| Title | VP OF FINANCE AND CAO | Title |
| Phone | 3367217300 | Phone |
| Date Signed | 2011-10-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG V HOPKINS | Name |
| Phone | 3367250635 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LEE FRENCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S MAIN STREET | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31000692 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OLDSALEM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE PRESERVATION, PRESENTATION AND EXPLORATION OF THE HISTORY AND MATERIAL CULTURE OF THE EARLY AMERICAN SOUTH AND THE MORAVIAN TOWN OF SALEM | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 246 | TotalNbrEmployees |
| Total Nbr Volunteers | 127 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1369466 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1227786 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 921169 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 908832 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 893780 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2600063 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1501313 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1585955 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4685728 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6322636 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4143833 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4171481 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 561901 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2952074 | OtherExpensePriorYear |
| Other Expenses Current Year | 2722581 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7095907 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6894062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2410179 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -571426 | RevenuesLessExpensesCY |
| Total Assets BOY | 73156782 | TotalAssetsBOY |
| Total Assets EOY | 72127985 | TotalAssetsEOY |
| Total Liabilities BOY | 4599912 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2615138 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68556870 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 69512847 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PRESERVATION, PRESENTATION AND EXPLORATION OF THE HISTORY AND MATERIAL CULTURE OF THE EARLY AMERICAN SOUTH AND THE MORAVIAN TOWN OF SALEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 840945 | Expense |
| Revenue | 404451 | Revenue |
| Description | MUSEUM PROGRAM: A MUSEUM OF EARLY SOUTHERN DECORATIVE ARTS. ALSO, COPIES OF PUBLICATIONS WERE PRODUCED, INCLUDING GUIDEBOOKS AND JOURNALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1576795 | Expense |
| Revenue | 758358 | Revenue |
| Description | HISTORICAL PRESERVATION PROGRAM: INCLUDES RESTORATION AND MAINTENANCE OF 32 HISTORIC PROPERTIES AND OVER 15,200 ANTQUITIES ACQUIRED FOR COLLECTION AND EXHIBIT TO THE PUBLIC | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2613149 | Expense |
| Revenue | 1256791 | Revenue |
| Description | EDUCATIONAL PROGRAM: GUIDED INTERPRETIVE TOURS AND SPECIAL EVENTS ARE HELD FOR EDUCATIONAL PURPOSES AS WELL AS MUSEUM CLASSES AND SUMMER APPRENTICESHIP PROGRAMS. HOSTED OVER 75,500 VISITORS, INCLUDING 33,600 SCHOOL CHILDREN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5030889 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 246 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 0 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC HOYLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3367217316 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S MAIN STREET | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| DR EUGENE W ADCOCK III | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DR ANTHONY ATALA | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR MICHAEL J BOZYMSKI | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR CRAIG CANNON | ||||||
| SECRETARY | X | 0 | 0 | 0 | ||
| MR F HUDNALL CHRISTOPHER JR | ||||||
| TREASURER | X | 0 | 0 | 0 | ||
| MR J HAYWOOD DAVIS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MRS RAGAN FOLAN | ||||||
| CHAIRMAN | X | 0 | 0 | 0 | ||
| MR ANTHONY L FURR | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR RICHARD GOTTLIEB | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR JAMES A GRAY III | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR MICHAEL HOUGH | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR STAN KELLY | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DR ALLSTON J STUBBS III | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BETSY ANNESE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ROBERT BEACH | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ROBERT BROWN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| HENRY JORDAN II | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DONALD REAVES | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOHN THOMAS III | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| WILLIAM WATSON | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| FRANK DRISCOLL | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| PAUL FULTON | ||||||
| VICE-CHAIRMAN | X | 0 | 0 | 0 | ||
| TED GOSSETT | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| S REVELLE GWYN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| NICK BRAGG | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BOB GFELLER | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| TONY MONTAG | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ED PLEASANTS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| RICK WIMMER | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MRS JUDY LAMBETH | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MS CHRIS MINTER-DOWD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR L G ORR JR | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MR LEE FRENCH | ||||||
| PRESIDENT | 182688 | 0 | 1237 | 40.00 | X | |
| JOHN LARSON | ||||||
| V.P.RESTORATION & PLANNING | 61246 | 0 | 7200 | 40.00 | X | |
| THOMAS CONNORS | ||||||
| V.P. DEVELOPMENT | 100000 | 0 | 4821 | 40.00 | X | |
| PAULA LOCKLAIR | ||||||
| V.P. EDUCATION PROGRAMMING | 60079 | 0 | 4201 | 40.00 | X | |
| ROBERT LEATH | ||||||
| V.P. COLLECTIONS AND RESEA | 69324 | 0 | 8508 | 40.00 | X | |
| GARY ALBERT | ||||||
| VP PUBLICATIONS | 60523 | 0 | 3864 | 40.00 | X | |
| ERIC HOYLE | ||||||
| VP FINANCE AND CAO | 67238 | 0 | 8917 | 40.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 601098 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38748 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 48750 | GovernmentGrants |
| All Other Contributions | 1179036 | AllOtherContributions |
| Total Contributions | 1227786 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMISSION FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 782592 | TotalRevenueColumn |
| Related Or Exempt Function Income | 782592 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 126240 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 908832 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1005497 | TotalRevenueColumn |
| Exclusion | $1,005,497 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2950 | TotalRevenueColumn |
| Exclusion | $2,950 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 142051 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 74939 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 67112 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67112 | TotalRevenueColumn |
| Related Or Exempt Function Income | -5125 | RelatedOrExemptFunctionIncome |
| Exclusion | $72,237 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23826894 | Securities |
| Other | 1339643 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21044004 | Securities |
| Other | 2527967 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2782890 | Securities |
| Other | -1188324 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1594566 | TotalRevenueColumn |
| Exclusion | $1,594,566 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2526542 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1031146 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1495396 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1495396 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISC. REVENUE-RELATED- | 900099 | 19405 | 19405 |
| RESEARCH FEES | 900099 | 1092 | 1092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20497 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6322636 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2419600 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,675,250 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699591 | Total |
| Program Services | 247866 | ProgramServices |
| Management And General | 319723 | ManagementAndGeneral |
| Fundraising | 132002 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2955461 | Total |
| Program Services | 2445633 | ProgramServices |
| Management And General | 298401 | ManagementAndGeneral |
| Fundraising | 211427 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260595 | Total |
| Program Services | 217044 | ProgramServices |
| Management And General | 32813 | ManagementAndGeneral |
| Fundraising | 10738 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255834 | Total |
| Program Services | 210255 | ProgramServices |
| Management And General | 28226 | ManagementAndGeneral |
| Fundraising | 17353 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15773 | Total |
| Management And General | 15773 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146426 | Total |
| Program Services | 146426 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90924 | Total |
| Program Services | 44589 | ProgramServices |
| Management And General | 30438 | ManagementAndGeneral |
| Fundraising | 15897 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85475 | Total |
| Program Services | 80585 | ProgramServices |
| Management And General | 2031 | ManagementAndGeneral |
| Fundraising | 2859 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3837 | Total |
| Program Services | 2977 | ProgramServices |
| Fundraising | 860 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72082 | Total |
| Management And General | 72082 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446561 | Total |
| Program Services | 409701 | ProgramServices |
| Management And General | 28930 | ManagementAndGeneral |
| Fundraising | 7930 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145490 | Total |
| Program Services | 121756 | ProgramServices |
| Management And General | 20842 | ManagementAndGeneral |
| Fundraising | 2892 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES | 559493 | 396920 | 72300 | 90273 |
| SERVICES | 431550 | 324646 | 94080 | 12824 |
| UTILITIES | 299386 | 245260 | 53456 | 670 |
| PROFESSIONAL SERVICES | 244631 | 2466 | 190630 | 51535 |
| OTHER FEES | 83262 | 60650 | 20049 | 2563 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97691 | Total |
| Program Services | 74115 | ProgramServices |
| Management And General | 21498 | ManagementAndGeneral |
| Fundraising | 2078 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6894062 | Total |
| Program Services | 5030889 | ProgramServices |
| Management And General | 1301272 | ManagementAndGeneral |
| Fundraising | 561901 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180745 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 829469 | BOY |
| EOY | 306918 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74834 | BOY |
| EOY | 65245 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605822 | BOY |
| EOY | 635169 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84831 | BOY |
| EOY | 90160 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19303291 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8231245 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34203903 | BOY |
| EOY | 11072046 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36901846 | BOY |
| EOY | 38782728 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000 | BOY |
| EOY | 9000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263332 | BOY |
| EOY | 21166719 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73156782 | BOY |
| EOY | 72127985 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 564912 | BOY |
| EOY | 392763 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35000 | BOY |
| EOY | 152094 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4000000 | BOY |
| EOY | 2060992 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 9289 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4599912 | BOY |
| EOY | 2615138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46926584 | BOY |
| EOY | 47199502 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4390059 | BOY |
| EOY | 5024312 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17240227 | BOY |
| EOY | 17289033 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68556870 | BOY |
| EOY | 69512847 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73156782 | BOY |
| EOY | 72127985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -571426 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1527403 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1733781 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2924480 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1985267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1370097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1227786 | CurrentTaxYear |
| Total | 9241411 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1733781 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2924480 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1985267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1370097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1227786 | CurrentTaxYear |
| Total | 9241411 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 885590 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8355821 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3425412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3840499 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4009302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1103777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1150498 | CurrentTaxYear |
| Total | 13529488 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 17783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20497 | CurrentTaxYear |
| Total | 42922 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22813821 | TotalSupport |
| Gross Receipts From Admissions Etc | 16378214 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.36630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.35010 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | X | HistoricLandArea |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 37 | TotalNumberOfEasements |
| Nmbr Hist Struct Easements | 22 | NmbrHistStructEasements |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 200.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 5300 | ExpensesIncurredForEnforcement |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 20874162 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36901001 | BeginningOfYearBalance |
| Contributions | 1775668 | Contributions |
| Investment Earnings Or Losses | 5315653 | InvestmentEarningsOrLosses |
| Other Expenditures | 5050431 | OtherExpenditures |
| Administrative Expenses | 160091 | AdministrativeExpenses |
| End Of Year Balance | 38781800 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30410179 | BeginningOfYearBalance |
| Contributions | 117436 | Contributions |
| Investment Earnings Or Losses | 9902341 | InvestmentEarningsOrLosses |
| Other Expenditures | 3364465 | OtherExpenditures |
| Administrative Expenses | 164490 | AdministrativeExpenses |
| End Of Year Balance | 36901001 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49371081 | BeginningOfYearBalance |
| Contributions | 110458 | Contributions |
| Investment Earnings Or Losses | -16048622 | InvestmentEarningsOrLosses |
| Other Expenditures | 2837304 | OtherExpenditures |
| Administrative Expenses | 185434 | AdministrativeExpenses |
| End Of Year Balance | 30410179 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15404275 | OtherCostOrOtherBasis |
| Depreciation | 5676071 | Depreciation |
| Book Value | 9728204 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1243080 | OtherCostOrOtherBasis |
| Depreciation | 438699 | Depreciation |
| Book Value | 804381 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2196710 | OtherCostOrOtherBasis |
| Depreciation | 1803449 | Depreciation |
| Book Value | 393261 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 459226 | OtherCostOrOtherBasis |
| Depreciation | 313026 | Depreciation |
| Book Value | 146200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11072046 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ART AND HISTORICAL TREASURES | 20874162 |
| BENEFICIAL INTEREST | 292557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 21166719 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHECKS IN EXCESS OF CASH | Description |
| Amount | $9,289 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9289 | TotalOfAmounts |
| Total Revenue | 6322636 | TotalRevenue |
| Total Expenses | 6894062 | TotalExpenses |
| Excess Or Deficit For Year | -571426 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1527403 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1527403 | TotalAdjustments |
| Excess Or Deficit Per FS | 955977 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8956124 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1527403 | NetUnrealizedGainsInvestments |
| Other Revenues | 1106085 | OtherRevenues |
| Revenue Not Rptd F990 | 2633488 | RevenueNotRptdF990 |
| Revenue Subtotal | 6322636 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6322636 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8000147 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1106085 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1106085 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6894062 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6894062 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENTS CONSISTS OF DEED COVENANTS THAT THE ORGANIZATION HOLDS ON PROPERTIES THAT HAVE PASSED THROUGH ITS OWNERSHIP. NO VALUE IS RECORDED FOR THESE DEED COVENANTS. |
| PART III, LINE 4: | PRESERVATION AND PRESENTATION OF THE MATERIAL CULTURE OF THE AMERICAN SOUTH IS A MAJOR PART OF THE ORGANIZATIONS MISSION/EXEMPT PURPOSE. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM THE ENDOWMENT SUPPORTS THE PROGRAMS AND OPERATIONS OF THE ENTIRE ORGANIZATION, INCLUDING RESEARCH, EDUCATION, OBJECT ACQUISITION AND DEVELOPMENT. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 74,939. COST OF GOODS SOLD 1,031,146. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 74,939. COST OF GOODS SOLD 1,031,146. | |
| 0 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL DEVELOPMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N SPRUCE ST SUITE 215A | AddressLine1 |
| City | WINSTON SALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN PLANNING SERVICES | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 27598 | AmountRetainedByContractor |
| Net To Organization | -27598 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 27598 | TotalRetainedByContractors |
| Total Net To Organization | -27598 | TotalNetToOrganization |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR LEE FRENCH | NamePerson |
| Base Compensation Filing Org | 182688 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 1237 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 183925 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 270400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION FOR NOT FILING FORM 990-T | FORM 990, PART V, LINE 3B | THE ORGANIZATION NEEDS MORE TIME TO GATHER THE INFORMATION FOR THE 990T. THE 990T HAS BEEN EXTENDED AND WILL BE FILED TIMELY. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO TRUSTEES, ROBERT BEACH AND WILLIAM R WATSON, HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS REVIEWED IN DETAIL BY THE AUDIT COMMMITTEE FOR APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. UPON APPROVAL BY THE EXECUTIVE COMMITTEE FORM 990 IS ELECTRONICALLY DISTRIBUTED TO OUR BOARD MEMBERS PRIOR TO FILING THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL STATEMENT OF COMPLIANCE IS OBTAINED FROM EACH TRUSTEE AND KEY EMPLOYEE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S AND OFFICERS' SALARIES ARE DETERMINED USING COMPARATIVE DATA DEVELOPED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE DATA IS REVIEWED BY THE EXECUTIVE COMMITTTEE THEN APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON SPECIFIC REQUEST AS WELL AS ON GUIDESTAR. THE DETERMINATION LETTER IS AVAILABLE UPON SPECIFIC REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO PUBLIC UPON SPECIFIC REQUEST. THE ANNUAL REPORT IS DISTRIBUTED TO DONORS AND UPON SPECIFIC REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,527,403. |
| FORM 990. PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |