2023-11-15T11:16:19-06:00 2022-12-31 420794029 DENMAN & COMPANY LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2022-01-01 421415581 SALISBURY HOUSE FOUNDATION SALI 5152741777 4025 TONAWANDA DRIVE DES MOINES IA 50312 KESHIA MEISSNER EXECUTIVE DIRECTOR 5152741777 2023-11-15 1 KESHIA MEISSNER 999009999 0 JEFFEREY ROY P01951847 5152258400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KESHIA MEISSNER 4025 TONAWANDA DRIVE DES MOINES IA 50312 873575 0 X WWW.SALISBURYHOUSE.ORG X 1993 IA TO PRESERVE, INTERPRET, AND SHARE THE INTERNATIONAL SIGNIFICANCE OF SALISBURY HOUSE AND ITS COLLECTIONS AS A HISTORIC HOUSE MUSEUM FOR THE EDUCATION AND CULTURAL BENEFIT AND ENJOYMENT OF THE PUBLIC. 10 10 8 50 0 0 639008 481099 159084 239891 17473 25633 21019 12595 836584 759218 0 0 0 0 322980 325282 0 0 95114 505021 600467 828001 925749 8583 -166531 11060982 10618981 362512 244451 10698470 10374530 TO PRESERVE, INTERPRET, AND SHARE THE INTERNATIONAL SIGNIFICANCE OF SALISBURY HOUSE AND ITS COLLECTIONS AS A HISTORIC HOUSE MUSEUM FOR THE EDUCATION AND CULTURAL BENEFIT AND ENJOYMENT OF THE PUBLIC. 0 0 327894 PRESERVE - ALL ACTIVITIES RELATED TO THE RESTORATION, CONSERVATION, AND PRESERVATION OF THE HISTORIC BUILDINGS AND GROUNDS, FINE ART, DECORATIVE ART, LIBRARY, ARCHIVAL AND RELATED COLLECTIONS. 281734 196565 INTERPRET - ALL ACTIVITIES RELATED TO THE RESEARCH, EDUCATION, EXPLICATION, AND COMMUNITY OUTREACH INITIATIVES DESIGNED TO PRESENT TIMELY, TOPICAL, AND ACCURATE INFORMATION ABOUT SALISBURY HOUSE, THE WEEKS FAMILY, AND RELATED HISTORIC TOPICS, AND ALSO TO PRESENT CULTURAL PROGRAMS THAT FULLY LEVERAGE THAT SALISBURY HOUSE COLLECTIONS. 72224 44766 SHARE - ALL ACTIVITIES RELATED TO INCREASING AWARENESS OF THE BUILDINGS, GROUNDS, AND COLLECTIONS AS A COMMUNITY RESOURCE FOR SOCIAL AND CIVIC ACTIVITIES NOT SPECIFICALLY RELATED TO CULTURAL OR EDUCATIONAL INTERPRETATION, AND FOR LEVERAGING THE PROPERTY AS A SOURCE OF EARNED INCOME OR PHILANTHROPIC CONTRIBUTIONS TO SUPPORT PRESERVATION AND INTERPRETATION ACTIVITIES. 681852 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5152741777 4025 TONAWANDA DRIVE DES MOINES IA 50312 CHERYL CRITELLI CHAIRMAN/PRESIDENT 2.00 X X 0 0 0 WILLIAM HAVEKOST VICE-PRESIDENT 2.00 X X 0 0 0 JOANN TUCKER TREASURER 2.00 X X 0 0 0 MICHAEL JENKINS SECRETARY 2.00 X X 0 0 0 BETH MACK DIRECTOR 2.00 X 0 0 0 BRUCE KELLEY DIRECTOR 2.00 X 0 0 0 JANIS RUAN DIRECTOR 1.00 X 0 0 0 CHAD ALLEY DIRECTOR 1.00 X 0 0 0 JEFF STANGE DIRECTOR 1.00 X 0 0 0 KATIE ROTH DIRECTOR 1.00 X 0 0 0 KESHIA MEISSNER EXECUTIVE DIRECTOR 40.00 X 87266 0 8553 87266 0 8553 0 0 0 0 0 81525 399574 481099 RENTAL INCOME 900099 176786 176786 ADMISSIONS 713990 59322 59322 GIFT SHOP SALES 900099 3783 3783 239891 25633 25633 125512 81525 114357 11155 11155 MISCELLANEOUS INCOME 900099 1440 1440 1440 759218 241331 0 36788 87266 50363 20345 16558 188129 108573 43860 35696 20567 11870 4795 3902 29320 16923 6834 5563 60 29 25 6 29276 14087 12237 2952 1874 1874 6432 3095 2688 649 8994 7182 899 913 20423 12454 4847 3122 65171 51702 6518 6951 785 707 78 283409 240898 28341 14170 36584 28077 8446 61 REPAIRS & MAINTENANCE 119425 111914 5373 2138 EVENTS 15705 15705 BANK FEES 7915 5346 792 1777 MISCELLANEOUS 4414 2927 831 656 925749 681852 148783 95114 7600 300 848215 562322 3067 1737 5326 10764121 4183450 6765630 6580671 749847 791037 2686623 2677588 11060982 10618981 245014 84500 113708 156161 3790 3790 362512 244451 X 9699113 9515425 999357 859105 10698470 10374530 11060982 10618981 X -166531 -146932 -10477 X 0 1 X 1 0 X 423798 374988 900759 639008 481099 2819652 423798 374988 900759 639008 481099 2819652 726629 2093023 20976 27067 15804 17473 25633 106953 274 60 334 148 1035 654 1837 2928776 1268356 0.71460 0.73900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 148. 2019 AMOUNT: $ 1,035. 2020 AMOUNT: $ 654. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 958146 5000 -123236 2013 837897 811857 63000 84891 1602 958146 835538 72755 96439 811857 782208 153795 100465 835538 837603 -53810 1585 782208 0.06102 0.79825 0.14073 0 0 143850 143850 645469 198202 447267 574737 165508 409229 9400065 3819740 5580325 6580671 NON-DEPRECIABLE ASSETS 74154 COLLECTION 2541317 BENEFICIAL INTEREST IN COMMUNITY TR 62117 2677588 CHARITABLE GIFT ANNUITY 3790 3790 X 714293 -146932 103881 -43051 757344 1874 1874 759218 1038233 114358 114358 923875 1874 1874 925749 PART III, LINE 4: UTILIZED AS A PUBLIC MUSEUM AND CULTURAL CENTER, SALISBURY HOUSE SERVES IOWANS THROUGH ITS USE AS AN EDUCATIONAL AND CULTURAL RESOURCE SERVING DIVERSE POPULATIONS AS A PLACE OF STUDY AND ENJOYMENT, AS A DESTINATION FOR TOURISTS, AND TO ASSIST OUR STATE IN ECONOMIC DEVELOPMENT. WITH THE FAMILY'S ECLECTIC COLLECTION OF DECORATIVE ARTS, RARE BOOKS, FURNISHINGS AND TAPESTRIES INTACT, SALISBURY HOUSE IS TRULY UNIQUE TO THE MIDWEST. PART V, LINE 4: THE EARNINGS ON THE ENDOWMENT FUNDS ARE NOT RESTRICTED FOR A SPECIFIC PURPOSE AND CAN THEREFORE BE USED TO PRESERVE, INTERPRET, AND SHARE THE INTERNATIONAL SIGNIFICANCE OF SALISBURY HOUSE AND ITS COLLECTIONS AS A HISTORY HOUSE MUSEUM FOR THE EDUCATION AND CULTURAL BENEFIT AND ENJOYMENT OF THE PUBLIC. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL -10,477. FUNDRAISING EVENTS 114,357. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 114,357. ROUNDING 1. SHAKESPEARE ON THE LAWN 101477 37816 63661 6864 63732 HOLLY & IVY 36365 15185 21180 3056 3330 4 69195 28524 40671 16598 20777 207037 81525 125512 26518 20777 67062 114357 11155 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND APPROVES FORM 990. THE 990 IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS AND STAFF ANNUALLY. FORMS ARE FILLED OUT ANNUALLY TO INDICATE ANY CONFLICTS. BOARD MEMBERS WILL ABSTAIN FROM VOTES WHERE THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE EXECUTIVE DIRECTOR'S SALARY BASED ON COMPARABLE DATA, EXPERIENCES, COMPENSATION REPORTS, ETC. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN COMMUNITY TRUST -10,477.