Civic Intelligence

Artis-Naples Inc

EIN 59-2322926 • 501(c)3 • Naples, FL

Profile

Please refer to schedule o for the organization's complete mission statement.

Refreshing map…

5833 Pelican Bay BlvdNaples, FL 34108

artisnaples.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.05x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.32x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

29th percentile

-1.0%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

6.9%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Assets

Up

$273,998,638

Up $17,679,380 (+6.9%) from 2024

Liabilities

Down

$13,616,890

Down $89,460 (-0.7%) from 2024

Net Assets

Up

$260,381,748

Up $17,768,840 (+7.3%) from 2024

Revenue

Up

$41,970,006

Up $5,051,609 (+14%) from 2024

Expenses

Up

$42,376,505

Up $2,949,774 (+7.5%) from 2024

Net Income

Up

-$406,499

Up $2,101,835 (+84%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2011: $121,892,723Liabilities 2011: $9,066,163Net Assets 2011: $112,826,5602011Assets 2012: $99,994,911Liabilities 2012: $9,501,117Net Assets 2012: $90,493,7942012Assets 2013: $101,755,701Liabilities 2013: $9,149,201Net Assets 2013: $92,606,5002013Assets 2014: $109,506,429Liabilities 2014: $9,524,960Net Assets 2014: $99,981,4692014Assets 2015: $111,673,931Liabilities 2015: $10,358,000Net Assets 2015: $101,315,9312015Assets 2016: $142,362,297Liabilities 2016: $12,042,303Net Assets 2016: $130,319,9942016Assets 2017: $154,996,912Liabilities 2017: $11,221,578Net Assets 2017: $143,775,3342017Assets 2018: $169,180,371Liabilities 2018: $13,498,389Net Assets 2018: $155,681,9822018Assets 2019: $180,887,572Liabilities 2019: $12,268,758Net Assets 2019: $168,618,8142019Assets 2020: $195,568,895Liabilities 2020: $24,561,246Net Assets 2020: $171,007,6492020Assets 2021: $225,783,351Liabilities 2021: $17,875,178Net Assets 2021: $207,908,1732021Assets 2022: $210,241,611Liabilities 2022: $11,064,718Net Assets 2022: $199,176,8932022Assets 2023: $233,896,941Liabilities 2023: $12,902,114Net Assets 2023: $220,994,8272023Assets 2024: $256,319,258Liabilities 2024: $13,706,350Net Assets 2024: $242,612,9082024Assets 2025: $273,998,638Liabilities 2025: $13,616,890Net Assets 2025: $260,381,7482025

Highlighted filing

2025

Assets$273,998,638
Liabilities$13,616,890
Net Assets$260,381,748

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $23,822,1702011Expenses 2012: $25,646,8392012Revenue 2013: $32,955,211Expenses 2013: $25,752,756Net Income 2013: $7,202,4552013Revenue 2014: $21,878,914Expenses 2014: $24,348,609Net Income 2014: -$2,469,6952014Revenue 2015: $25,762,184Expenses 2015: $25,108,517Net Income 2015: $653,6672015Revenue 2016: $56,581,493Expenses 2016: $27,131,606Net Income 2016: $29,449,8872016Revenue 2017: $33,152,893Expenses 2017: $28,393,218Net Income 2017: $4,759,6752017Revenue 2018: $35,871,886Expenses 2018: $30,005,832Net Income 2018: $5,866,0542018Revenue 2019: $42,483,789Expenses 2019: $32,509,794Net Income 2019: $9,973,9952019Revenue 2020: $36,907,887Expenses 2020: $31,140,968Net Income 2020: $5,766,9192020Revenue 2021: $25,147,348Expenses 2021: $17,461,824Net Income 2021: $7,685,5242021Revenue 2022: $50,262,823Expenses 2022: $32,917,989Net Income 2022: $17,344,8342022Revenue 2023: $43,110,802Expenses 2023: $36,072,145Net Income 2023: $7,038,6572023Revenue 2024: $36,918,397Expenses 2024: $39,426,731Net Income 2024: -$2,508,3342024Revenue 2025: $41,970,006Expenses 2025: $42,376,505Net Income 2025: -$406,4992025

Highlighted filing

2025

Revenue$41,970,006
Expenses$42,376,505
Net Income-$406,499

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$274$13.6$260$42.0$42.4$0.41
2024Detailed filing. Detailed filing data is available for this year.$256$13.7$243$36.9$39.4$2.51
2023Detailed filing. Detailed filing data is available for this year.$234$12.9$221$43.1$36.1$7.04
2022Detailed filing. Detailed filing data is available for this year.$210$11.1$199$50.3$32.9$17.3
2021Detailed filing. Detailed filing data is available for this year.$226$17.9$208$25.1$17.5$7.69
2020Detailed filing. Detailed filing data is available for this year.$196$24.6$171$36.9$31.1$5.77
2019Detailed filing. Detailed filing data is available for this year.$181$12.3$169$42.5$32.5$9.97
2018Detailed filing. Detailed filing data is available for this year.$169$13.5$156$35.9$30.0$5.87
2017Detailed filing. Detailed filing data is available for this year.$155$11.2$144$33.2$28.4$4.76
2016Detailed filing. Detailed filing data is available for this year.$142$12.0$130$56.6$27.1$29.4
2015Detailed filing. Detailed filing data is available for this year.$112$10.4$101$25.8$25.1$0.65
2014Detailed filing. Detailed filing data is available for this year.$110$9.52$100.0$21.9$24.3$2.47
2013Summary only. Only limited summary data is available for this year.$102$9.15$92.6$33.0$25.8$7.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$100.0$9.50$90.5$25.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$9.07$113$23.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$57,246,682
Mission and Program Overview

Mission

Artis-naples creates and presents world-class visual and performing arts. We inspire, educate and entertain to enrich our diverse community.

Please see schedule o for the organization's mission statement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$177,675,789$197,342,911▲ $19,667,122
Land, Buildings, and Equipment, Net$54,696,617$55,117,035▲ $420,418
Savings and Temporary Cash Investments$11,526,032$12,272,946▲ $746,914
Pledges and Grants Receivable$8,927,975$6,466,870▼ $2,461,105
Prepaid Expenses and Deferred Charges$1,638,901$1,539,591▼ $99,310
Accounts Receivable$368,784$212,643▼ $156,141
Inventories for Sale or Use$98,456$87,262▼ $11,194
Cash and Non-Interest-Bearing Accounts$6,850$6,850→ $0
Total Assets$256,319,258$273,998,638▲ $17,679,380
Other Assets Total$1,379,854$952,530▼ $427,324
Liabilities
Deferred Revenue$8,537,108$9,069,637▲ $532,529
Accounts Payable and Accrued Expenses$4,580,436$3,889,557▼ $690,879
Other Liabilities$393,499$499,986▲ $106,487
Unsecured Notes Loans Payable$195,307$157,710▼ $37,597
Total Liabilities$13,706,350$13,616,890▼ $89,460
Net Assets / Fund Balance
Net Assets With Donor Restrictions$167,126,754$183,433,219▲ $16,306,465
Net Assets Without Donor Restrictions$75,486,154$76,948,529▲ $1,462,375
Total Net Assets Fund Balance$242,612,908$260,381,748▲ $17,768,840
Total Liabilities and Net Assets / Fund Balance$256,319,258$273,998,638▲ $17,679,380

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,366,435$36,903,005$79,269,440
Equipment$5,621,397$9,273,343$14,894,740
Land$5,412,922-$5,412,922
Other Land Buildings$1,284,673$635,092$1,919,765
Leasehold Improvements$431,608$307,923$739,531

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$153,818,686$5,952,000▲ $21,560,653$6,352,191$174,979,148
2023$123,640,882$11,434,000▲ $24,609,147$5,865,343$153,818,686
2022$111,366,643$1,009,858▲ $16,839,206$5,574,825$123,640,882
2021$130,606,503$1,690,747▼ $15,644,642$5,285,965$111,366,643
2020$102,813,008$623,203▲ $32,122,845$4,952,553$130,606,503
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen Van BergenCEO and PresidentFT$619,399$550,706$1,170,105
Perre EdwardsChief Financial Officer & TreasurerFT$284,311$168,007$452,318
David FilnerExec. Vice President of OperationsFT$272,623$179,274$451,897
Alice Van ArsdaleVice President of DevelopmentFT$198,232$45,513$243,745
Courtney McneilMuseum Director and Chief CuratorFT$183,033$48,638$231,671
Zachary DepueConcertmasterFT$181,485$10,289$191,774
Debra StehrMusicianFT$53,999$123,099$177,098
Jackie LaneCreative Services DirectorFT$129,644$39,819$169,463
Margaret ThorneControllerFT$118,560$49,371$167,931
Alex PenaFacilities DirectorFT$119,057$37,031$156,088
Dianne SponsellerSecretary of the BoardFT$111,238$24,362$135,600

Highest Paid Contractors

ContractorServicesLocationCompensation
Six Boleyn Tour LLCBroadway Performance561 7TH AVE 3RD FLOOR, New York, NY 10018$946,651
The Proud Mary LLCBroadway Peformance230 WEST 41ST ST SUITE 1703, New York, NY 10036$817,422
Tkmb National Tour LLCBroadway Performance7135 MINSTREL WAY SUITE 105, Columbia, MD 21045$775,560
California Bound LLC Co Productions LtdBroadway Performance260 W 44TH ST SUITE 600, New York, NY 10036$665,273
Being Alive Tour LLCBroadway Performance392 SPRINGFIELD AVE 2ND FLOOR, Summit, NJ 07901$656,135
Revenue and Support

Revenue Composition

Contributions and Grants
$15,172,280
Program Service Revenue
$18,544,268
Investment Income
$6,591,321
Other Revenue
$1,662,137
All Other Contributions
$13,385,583
Change in Net Assets
$-406,499

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded27$949,713Stock Market Price
Other Non Cash Contri Table5$3,750Donor Value
Total Noncash Contributions32$953,463-

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,969,703
Revenue Not Reported on Financial Statements
$303
Revenue Not Reported on Form 990
$19,665,297
Other Revenue Adjustments
$303
Total Revenue per Audited Statements
$61,635,000
Total Revenue per Form 990
$41,970,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,504,997
Salaries, Compensation, and Employee Benefits$19,834,508
Total Fundraising Expense$1,405,881
Grants and Similar Amounts Paid$37,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,999,278$2,184,108$461,627$14,645,013
Fees for Services Other$7,947,560$2,750,609$3,725$10,701,894
Depreciation Depletion$1,131,624$1,634,831-$2,766,455
Current Officers, Directors, Trustees, and Key Employees$896,682$849,556$512,447$2,258,685
Other Employee Benefits$1,203,523$167,394$68,245$1,439,162
Occupancy$1,237,849$164,749$6,027$1,408,625
Advertising$814,247$447,028$92,136$1,353,411
Travel$1,188,766$118,125$8,119$1,315,010
Payroll Taxes$878,546$136,319$55,252$1,070,117
Insurance$912,911$62,420-$975,331
Information Technology$226,085$271,398$12,944$510,427
Fees for Services Legal$100,619$375,132$533$476,284
Pension Plan Contributions$386,205$28,327$6,999$421,531
All Other Expenses$357,137-$25,410$382,547
Other Expenses$328,181-$23,207$351,388
Office Expenses$187,351$44,088$47,329$278,768
Fees for Services Accounting$23,109$86,156$122$109,387
Conferences and Meetings$63,755--$63,755
Interest-$44,832-$44,832
Grants to Domestic Individuals$37,000--$37,000
Total Functional Expenses$31,605,552$9,365,072$1,405,881$42,376,505

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$43,868,000
Expenses per Audited Statements$42,378,042
Total Expenses per Form 990$42,376,505
Expenses Not Reported on Form 990$1,489,958
Expenses Not Reported on Financial Statements$-1,537
Other Expense Adjustments$-1,537
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$292,827
Fundraising Gross Income$74,394
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$1,786,091$74,394$218,433$-144,039
Total Events$1,786,091$74,394$292,827$-218,433
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Certificates$304,725
Rental Deposits$143,697
Other Liabilities$51,564
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The chair of the board, the ceo, and the chair of each committee comprise the executive committee. They are all board members. They can act on behalf of the full board for actions outlined in the by-laws.

Form 990, Part VI, Section A, Line 4

The by-laws were updated to include a new section 1.3 authorizing the board to accept restricted contributions. In article ii, section 2.9 was renamed to manner of acting with added clarification. Article iii saw two changes: section 3.2 now requires each committee to have at least two members, and section 3.3(f) replaced the executive compensation committee (previously a subcommittee of the executive committee) with a new standing board committee named the people and compensation committee. Article v on indemnification was reorganized and reworded, while article vi had its amendment paragraph revised. Lastly, article vii (miscellaneous provisions) removed the gender-related section and added three new sections: 7.2 for electronic transmission of communications, 7.7 for books and records, and 7.8 for a conflict of interest policy.

Form 990, Part VI, Section B, Line 11B

The draft 990 is reviewed by the finance or audit and risk committee. The final draft is presented to the full board at the meeting prior to the filing deadline.

Form 990, Part VI, Section B, Line 12C

The organization's policy states that "any employee who discovers an event of questionable, fraudulent or illegal nature should immediately report such event to the ceo or human resources. The company will protect employees who report in good faith what they reasonably believe to be a violation of state and federal law or conditions or practices that would put the health or safety of employees at risk. No employee will be discharged, threatened or discriminated against in any manner for reporting what they perceive as wrongdoing. All staff and members of the board of directors are required to document conflicts, if any, annually in writing."

Form 990, Part VI, Section B, Line 15

The board engages outside firms to conduct compensation studies. In 2025, the board asked for a new staff salary survey. This will be implemented starting july 1, 2025. The next ceo and senior leadership studies will be completed in the fall of 2025 for implementation in january 2026. The ceo and senior leadership studies are completed by fw cook and the staff study was completed by jer.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Artis-naples Inc
EIN
59-2322926
Phone
2395971111
Address
5833 PELICAN BAY BLVD, NAPLES, FL 34108

Signing Officer

Name
Kathleen Van Bergen
Title
CEO and President
Phone
2392542799
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Van Bergen
Formed
1983
Legal Domicile
Fl
Voting Board Members
37
Independent Board Members
36
Employees
439
Volunteers
180

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
Supplemental Narrative

Additional Explanations

Part III, Line 1

Artis-naples, home of the baker museum and naples philharmonic, creates and presents world-class visual and performing arts. Through our multidisciplinary offerings, we inspire, educate and entertain to engage and enrich the growing and diversifying community. Unique among cultural institutions nationwide, artis-naples offers audiences more than 800 concerts, performances, exhibitions and educational events for children and adults each year. These events, both paid and free, take place in venues across our 8.5-acre kimberly k. Querrey and louis a. Simpson cultural campus and throughout the greater community. In july 2024, artis-naples announced its full schedule of visual and performing arts offerings for the 2024-25 season. The season marked alexander shelley's inaugural year as sharon and timothy ubben artistic and music director, conducting the naples philharmonic and guiding the entire multidisciplinary organization in shaping its programming and artistic vision. Under the theme of storytelling, the season's programming interwove music, visual arts, film, dance and educational events that illuminated the power of narrative across artistic disciplines. In the concert hall, audiences experienced works inspired by literature, history and folklore, from gabriela ortiz's kauyumari to beethoven's iconic ninth symphony, mussorgsky's pictures at an exhibition and richard strauss' till eulenspiegel's merry pranks. In the baker museum's galleries, exhibitions explored narratives of identity, memory and place, including as we rise: photography from the black atlantic and becky suss: the dutch house. Across all settings, programming invited audiences to engage with the timeless human drive to share and interpret stories. The baker museum remained open year-round, presenting a dynamic lineup of exhibitions, each accompanied by related programs and events, including several developed or presented through community partnerships. Alex katz: theater and dance was complemented by a talk with michael novak, artistic director of the paul taylor dance company, highlighting katz's long-standing collaboration with the choreographer and coinciding with a performance by the company alongside the naples philharmonic. Rafael lozano-hemmer: obra sonora was enriched by a public conversation between the artist and artistic and music director alexander shelley, underscoring the multidisciplinary dialogue between sound, technology and art. Entangled in the mangroves was created in collaboration with the miccosukee tribe of indians of florida and presented in partnership with the rookery bay national estuarine research reserve, connecting contemporary art with cultural and environmental perspectives. The season also featured a new installment of florida contemporary as well as selections from the museum's permanent collection. In april 2025, the museum achieved accreditation by the american alliance of museums (aam)one of approximately 1,100 institutions nationwide to earn this distinctionrecognizing its commitment to excellence and public service. In june 2025, artis-naples, the baker museum announced the gift of the dr. Laurence and rita sibrack collection of contemporary glass and ceramics, adding 74 works by 60 renowned artists. Performing arts highlights showcased the range and artistry of the naples philharmonic, with six masterworks programs led by artistic and music director alexander shelley, including collaborations with artistic partner james ehnes, pianist gabriela montero and other renowned artists. A season highlight was shelley conducting beethoven's symphony no. 9, "choral," in a community partnership that brought together the naples philharmonic, naples philharmonic chorus and the chancel choir of moorings presbyterian church. Principal pops conductor jack everly returned to lead the pops series, featuring a celebration of gershwin's music, a highlight reel of music from classic sci-fi and fantasy cinema and television, and more. The wang

Part III, Line 4A

Artis-naples presents a variety of programs as part of its multidisciplinary mission. Each season includes world-class visiting artists and ensembles, touring broadway productions, engaging lectures for lifelong learners and initiatives that connect the arts with students and families across southwest florida. Together, these programs create meaningful connections between the community and the arts. The 2024-25 broadway series brought some like it hot, mamma mia!, the cher show, mj and pretty woman: the musical to hayes hall. The visiting orchestras series welcomed the royal concertgebouw orchestra with klaus mkel, the chicago symphony orchestra led by riccardo muti and the london symphony orchestra under sir antonio pappano. Other presentations included concerts by american singer-songwriter amy grant, california-based rock band los lobos, michael feinstein performing a tribute to tony bennett, crooning icon paul anka and a performance by the theatrical percussion group stomp. In october 2024, artis-naples presented the 16th annual naples international film festival (niff), featuring numerous events including screenings of over 60 films. The lifelong learning series provided lectures, discussions and presentations for learners of all ages, exploring topics in music, art, literature and film. The season featured conversations with award-winning authors amor towles and james mcbride, alongside a range of other engaging programs. The organization's four youth ensemblesthe naples philharmonic youth orchestra, naples philharmonic youth symphonia, naples philharmonic youth jazz orchestra and naples philharmonic youth chorusperformed throughout the season, fostering the next generation of musicians. Education initiatives extended into local schools, where musicians and teaching artists connected with students through in-school performances, workshops and master classes. Artis-naples community days in the fall and spring invited families to explore the cultural campus through free performances, art activities and access to ongoing exhibitions.

Part III, Line 4B

The naples philharmonic has long been recognized as one of the cornerstones of southwest florida's arts community. The orchestra performs over 140 orchestral and chamber music concerts, as well as opera and ballet, education, community and special event concerts annually between september and june in the 1,477-seat hayes hall, the 283-seat daniels pavilion and around southwest florida. The naples philharmonic was founded in 1982 as the naples-marco philharmonic and, in its first season, performed four concerts as a chamber orchestra. In 1989, the then-philharmonic center for the arts opened as the home of the naples philharmonic, and since then, the ensemble has grown in scope, size and artistic impact. As the orchestra evolves, it remains steadfast in its commitment to innovation, education and community engagement. The 2024-25 season marked alexander shelley's inaugural year as sharon and timothy ubben artistic and music director, leading the naples philharmonic in eight distinct orchestral programs. His first season reflected a bold selection of repertoire, underscoring the naples philharmonic's commitment to tradition and innovation. Principal pops conductor jack everly returned to lead the orchestra's popular pops series. Violinist james ehnes continued his role as artistic partner, focusing on inspiring and embodying a high level of artistry with the orchestra. The season also saw the appointment of manuel lpez-gmez as associate conductor, leading select performances and serving as director of the naples philharmonic youth orchestra. Performance highlights of the 202425 season included six masterworks programs conducted by shelley, featuring works such as mussorgsky's pictures at an exhibition, mendelssohn's violin concerto performed by ehnes, bizet's carmen and debussy's la mer, tchaikovsky's symphony no. 4 and beethoven's symphony no. 9, "choral." other special naples philharmonic programs included a performance with internationally acclaimed soprano rene fleming in voice of nature - the anthropocene, a night honoring tina turner with tony award winner adrienne warren, and a concert with singer-songwriter ben folds. Everly curated five pops programs, from broadway hits and beatles music to sci-fi and fantasy favorites from film and television. The orchestra also collaborated with leading dance companies, including miami city ballet, the paul taylor dance company and complexions contemporary ballet. Chamber performances included the wang chamber music and sypert salon series, and the orchestra continued its steadfast commitment to community engagement through the around town series, free chamber concerts and educational performances across southwest florida.

Part III, Line 4C

Established in 2000, artis-naples, the baker museum is a fine art museum currently housing a permanent collection of more than 3,000 works and approximately 35,000 square feet of indoor exhibition space, plus outdoor sculpture gardens throughout the kimberly k. Querrey and louis a. Simpson cultural campus. In fall 2020, an 18,000-square-foot expansion of the baker museum building was completed, creating new spaces for multidisciplinary exploration and social engagement. The baker museum's permanent collection is maintained for public exhibition, education, scholarship, research and stewardship in furtherance of public service. The museum is committed to reexamining the established and fulfilling curiosity for the new. The museum's calendar blends exhibitions drawn from the permanent collection of modern and contemporary art with noted traveling exhibitions. The museum's curatorial team champions the work of both established and emerging artists, highlighting a broad range of voices and perspectives through thoughtfully curated exhibitions. The 2024-25 season featured an engaging slate of exhibitions, including as we rise: photography from the black atlantic, selections from the wedge collection; alex katz: theater and dance; becky suss: the dutch house; rafael lozano-hemmer: obra sonora; entangled in the mangroves; in the making: studies and maquettes from the permanent collection and florida contemporary 2024-25. In december 2024, in collaboration with the pelican bay foundation, artis-naples unveiled the baker museum sculpture trail, a scenic outdoor extension of its galleries featuring more than 15 modern and contemporary works along pelican bay boulevard and around the cultural campus. In april 2025, the museum achieved accreditation by the american alliance of museums, joining approximately 1,100 institutions nationwide to have earned this distinction. In june 2025, the museum announced the transformative gift of the dr. Laurence and rita sibrack collection of contemporary glass and ceramics, adding 74 works by 60 renowned artists to its holdings. The baker museum once again remained open year-round, reflecting its ongoing dedication to ensuring access to the arts for all patrons throughout the year.

Form 990, Part IX, Line 11G

Artist fees: program service expenses 7,273,467. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,273,467. Production costs: program service expenses 259,456. Management and general expenses 0. Fundraising expenses 0. Total expenses 259,456. Outside services: program service expenses 268,937. Management and general expenses 2,750,609. Fundraising expenses 3,725. Total expenses 3,023,271. Agent fee: program service expenses 145,700. Management and general expenses 0. Fundraising expenses 0. Total expenses 145,700.

Financial Statement Notes

PART III, LINE 1A:

Artis-naples has not acquired new works of art during fiscal year ending june 30, 2025. There were donations of art during the same period. Pursuant to artis-naples policies, purchases of art are recorded as expenses in the consolidated statement of activities; no value is reported for the contribution of art.

PART III, LINE 4:

More than 3,000 objects and works of art comprise artis-naples's collections, including works of american modernism, mexican modernism, latin american contemporary, contemporary art of the americas, and collection of two and three dimensional objects such as paintings, works on paper, and sculpture.

PART V, LINE 4:

The earnings on endowment funds are to be used for support of the organization programs. Artis-naples has adopted a policy of spending up to 4.95% of a 20-quarter moving average value of the endowment through the fiscal year ending june 30, 2025.

PART X, LINE 2:

Artis-naples has adopted the income tax standard for uncertain tax positions. Artis-naples has evaluated its tax positions and concluded that artis-naples has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 348,032. Direct rental expenses 849,099. Fundraising expenses 292,827.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Financial statement rounding 303.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 348,032. Direct rental expenses 849,099. Fundraising expenses 292,827.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial statement rounding -1,537.

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