Civic Intelligence

Mason City Foundation

990 • Fiscal year 2020 • EIN 42-1375606

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profilewww.themusicmansquare.org
308 S PennsylvaniaMason City, IA 50401

(641) 424-2852

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

2nd percentile

-160%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$36,346

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

14th percentile

-4.4%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$5,686,614

Down $261,969 (-4.4%) from 2019

Net Assets

Down

$5,675,113

Down $227,218 (-3.8%) from 2019

Liabilities

Down

$11,501

Down $34,751 (-75%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin2nd percentile

Revenue

Down

$141,569

Down $326,902 (-70%) from 2019

Expenses

Down

$368,787

Down $103,339 (-22%) from 2019

Net Income

Down

-$227,218

Down $223,563 (-6117%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $8,961,452Liabilities 2011: $1,893,342Net Assets 2011: $7,068,1102011Assets 2012: $7,615,597Liabilities 2012: $90,953Net Assets 2012: $7,524,6442012Assets 2013: $6,923,363Liabilities 2013: $73,623Net Assets 2013: $6,849,7402013Assets 2014: $6,683,189Liabilities 2014: $80,245Net Assets 2014: $6,602,9442014Assets 2015: $6,421,977Liabilities 2015: $102,461Net Assets 2015: $6,319,5162015Assets 2016: $6,338,945Liabilities 2016: $73,008Net Assets 2016: $6,265,9372016Assets 2017: $6,123,154Liabilities 2017: $72,353Net Assets 2017: $6,050,8012017Assets 2018: $5,975,364Liabilities 2018: $69,378Net Assets 2018: $5,905,9862018Assets 2019: $5,948,583Liabilities 2019: $46,252Net Assets 2019: $5,902,3312019Assets 2020: $5,686,614Liabilities 2020: $11,501Net Assets 2020: $5,675,1132020Assets 2021: $6,077,487Liabilities 2021: $364,526Net Assets 2021: $5,712,9612021Assets 2022: $5,745,879Liabilities 2022: $162,150Net Assets 2022: $5,583,7292022Assets 2023: $5,581,519Liabilities 2023: $161,094Net Assets 2023: $5,420,4252023Assets 2024: $5,725,516Liabilities 2024: $13,059Net Assets 2024: $5,712,4572024

Highlighted filing

2020

Assets$5,686,614
Liabilities$11,501
Net Assets$5,675,113
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $464,1202011Expenses 2012: $469,0282012Revenue 2013: -$234,070Expenses 2013: $440,834Net Income 2013: -$674,9042013Revenue 2014: $209,031Expenses 2014: $455,827Net Income 2014: -$246,7962014Revenue 2015: $208,845Expenses 2015: $492,623Net Income 2015: -$283,7782015Revenue 2016: $356,267Expenses 2016: $409,846Net Income 2016: -$53,5792016Revenue 2017: $190,897Expenses 2017: $406,033Net Income 2017: -$215,1362017Revenue 2018: $363,518Expenses 2018: $508,333Net Income 2018: -$144,8152018Revenue 2019: $468,471Expenses 2019: $472,126Net Income 2019: -$3,6552019Revenue 2020: $141,569Expenses 2020: $368,787Net Income 2020: -$227,2182020Revenue 2021: $496,052Expenses 2021: $458,204Net Income 2021: $37,8482021Revenue 2022: $408,234Expenses 2022: $537,466Net Income 2022: -$129,2322022Revenue 2023: $397,254Expenses 2023: $560,558Net Income 2023: -$163,3042023Revenue 2024: $909,263Expenses 2024: $617,231Net Income 2024: $292,0322024

Highlighted filing

2020

Revenue$141,569
Expenses$368,787
Net Income-$227,218
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$161,710
Mission and Program Overview

Mission

To cultivate and support efforts

To cultivate and support efforts to enrich the cultural environment of the community. The foundation operates the boyhood home of meredith willson and music man square.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,119,349$5,246,607▲ $127,258
Savings and Temporary Cash Investments$15,393$209,779▲ $194,386
Cash and Non-Interest-Bearing Accounts$170,841$73,598▼ $97,243
Inventories for Sale or Use$37,210$40,185▲ $2,975
Accounts Receivable$5,790$8,850▲ $3,060
Total Assets$5,948,583$5,686,614▼ $261,969
Other Assets Total$600,000$107,595▼ $492,405
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,799--
Accounts Payable and Accrued Expenses$32,453$11,501▼ $20,952
Total Liabilities$46,252$11,501▼ $34,751
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,902,331$5,675,113▼ $227,218
Total Net Assets Fund Balance$5,902,331$5,675,113▼ $227,218
Total Liabilities and Net Assets / Fund Balance$5,948,583$5,686,614▼ $261,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,246,607$3,080,710-
Other Assets Org$107,595--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nick WhitehurstOperations ManagerFT$36,346$36,346

Board Members and Trustees

NameTitle
Dalena BarzPresident
Ann BeasleyVice President
Amy KaduceDirector
Anna GruemmerDirector
Barbara MacgregorDirector
G CONN McKERCHERDirector
Nathan HehrDirector
Tom BirdsallDirector
Jon PrebeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,535
Program Service Revenue
$29,343
Investment Income
$565
Other Revenue
$4,126
All Other Contributions
$107,535
Change in Net Assets
$-227,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,752
Salaries, Compensation, and Employee Benefits$63,035
Total Fundraising Expense$8,090
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$128,333$27,980$1,401$157,714
Occupancy$80,031$21,247$1,156$102,434
Current Officers, Directors, Trustees, and Key Employees$7,269$25,442$3,635$36,346
Insurance$15,439$3,860$0$19,299
Other Salaries and Wages$17,034$0$0$17,034
All Other Expenses$6,982$3,577$698$11,257
Payroll Taxes$2,545$2,665$381$5,591
Other Employee Benefits$658$3,077$329$4,064
Fees for Services Accounting$0$3,925$0$3,925
Advertising$1,839$0$460$2,299
Other Expenses$1,168$0$0$1,168
Office Expenses$0$768$30$798
Interest$0$55$0$55
Total Functional Expenses$266,116$94,581$8,090$368,787
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,887
Fundraising Gross Income$2,948
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mason City Foundation
EIN
42-1375606
Phone
6414242852
Address
308 S PENNSYLVANIA, MASON CITY, IA 50401

Signing Officer

Name
Dalena Barz
Title
President
Phone
6414242852
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Whitehurst
Formed
1991
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
100

Preparer

Firm
Schupick & Associates PC
Address
13 North Federal, Mason City, IA 50401
Preparer
Timothy J Schupick CPA
Phone
6414245993
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the completed form 990 is mailed or sent”

Pt VI, Line 11B

“Electronically to all board members, in addition”

Pt VI, Line 11B

“To notification that a copy of the form 990 is in the main office for review.”

Pt VI, Line 12C

“The conflict of interest policy is a part of the policy”

Pt VI, Line 12C

“Manual and is reviewed from time to time. Any conflicts”

Pt VI, Line 12C

“That arise would be addressed by the executive”

Pt VI, Line 12C

“Committee and full board, when appropriate.”

Pt VI, Line 15A

“The personnel committee conducts an annual review”

Pt VI, Line 15A

“Using a performance evaluation and job description;”

Pt VI, Line 15A

“Compensation is based on performance, budget constraints”

Pt VI, Line 15A

“And comparative information.”

Pt VI, Line 19

“All financial statements, policies and procedures, and”

Pt VI, Line 19

“Other governing documents are available to the public”

Pt VI, Line 19

“UPON REQUEST.”

Financial Statement Notes

Pt III, Line 4

“Artifacts and memorabilia pertaining to the life,”

Pt III, Line 4

“Legacy and carreer of meredith willson which are”

Pt III, Line 4

“Archived and displayed in the museum and meredith”

Pt III, Line 4

“Willson's boyhood home. In addition, artifacts”

Pt III, Line 4

“Relating to the local history of mason city and the”

Pt III, Line 4

“Surrounding area are displayed.”

Pt III, Line 1A

“Notes to financial statements have not been prepared,”

Pt III, Line 1A

“Thus no sfas 116 disclosure. However, collections”

Pt III, Line 1A

“Are not capitalized or recognized as revenue. All”

Pt III, Line 1A

“Collections are held for public exhibition, education”

Pt III, Line 1A

“And research and not for financial gain.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05675113
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01156
IRS990/OccupancyGrp/ManagementAndGeneralAmt021247
IRS990/OccupancyGrp/ProgramServicesAmt080031
IRS990/OccupancyGrp/TotalAmt0102434
IRS990/OfficeExpensesGrp/FundraisingAmt030
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0768
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0798
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0600000
IRS990/OtherAssetsTotalGrp/EOYAmt0107595
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0329
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03077
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0658
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04064
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3ARBORETUM
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0755
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt14818
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt31168
IRS990/OtherExpensesGrp/TotalAmt0755
IRS990/OtherExpensesGrp/TotalAmt14818
IRS990/OtherExpensesGrp/TotalAmt21230
IRS990/OtherExpensesGrp/TotalAmt31168
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0REFUND OF EXPENSES
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07684
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07684
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt07684
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017034
IRS990/OtherSalariesAndWagesGrp/TotalAmt017034
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0381
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02665
IRS990/PayrollTaxesGrp/ProgramServicesAmt02545
IRS990/PayrollTaxesGrp/TotalAmt05591
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0NICK WHITEHURST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS & USAGE FEES
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17219
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0390798
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0175
IRS990/PYOtherExpensesAmt0399641
IRS990/PYOtherRevenueAmt05292
IRS990/PYProgramServiceRevenueAmt072206
IRS990/PYRevenuesLessExpensesAmt0-3655
IRS990/PYSalariesCompEmpBnftPaidAmt072485
IRS990/PYTotalExpensesAmt0472126
IRS990/PYTotalRevenueAmt0468471
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-227218
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-7398
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0138594
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209779
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: FUNRAISING EVENTS 2016: 17088. 2017: 18307. 2018: 15549. 2019: 16138. 2020: 2948.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0390798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0248134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0236229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01060581
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020677
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080303
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02948
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016138
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015549
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt018307
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017088
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87590
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.42940
IRS990ScheduleA/PublicSupportTotal170Amt01060581
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0390798
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0248134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0236229
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01060581
IRS990ScheduleA/TotalSupportAmt01210914
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt05246607
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03080710
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt08327317
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt01
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0543
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt09913
IRS990ScheduleD/FundsAndOtherAccountsContriAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt00
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0107595
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WESTSIDE MANOR PARTNERSHIP UNITS
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ARTIFACTS AND MEMORABILIA PERTAINING TO THE LIFE,
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LEGACY AND CARREER OF MEREDITH WILLSON WHICH ARE

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,686,614
Liabilities
$11,501
Net assets
$5,675,113
Revenue
$141,569
Expenses
$368,787
Net income
-$227,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.73$0.01$5.71$0.91$0.62$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.16$5.42$0.40$0.56$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.75$0.16$5.58$0.41$0.54$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.36$5.71$0.50$0.46$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.01$5.68$0.14$0.37$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.95$0.05$5.90$0.47$0.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.98$0.07$5.91$0.36$0.51$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.12$0.07$6.05$0.19$0.41$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.34$0.07$6.27$0.36$0.41$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.42$0.10$6.32$0.21$0.49$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.08$6.60$0.21$0.46$0.25
2013Detailed filing. Detailed filing data is available for this year.$6.92$0.07$6.85$0.23$0.44$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.09$7.52$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$1.89$7.07$0.46