2023-11-07T10:30:51-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-07-01 592322926 ARTIS-NAPLES INC ARTI 2395971111 5833 PELICAN BAY BLVD NAPLES FL 34108 KATHLEEN VAN BERGEN CEO AND PRESIDENT 2392542799 2023-10-30 1 KATHLEEN VAN BERGEN 999009999 0 AMELIA COOPER P00437898 2392628686 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN VAN BERGEN 5833 PELICAN BAY BLVD NAPLES FL 34108 70384949 0 X HTTPS://ARTISNAPLES.ORG X 1983 FL PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. 33 32 416 100 857745 2547 23529245 22516022 13488701 15456438 11888422 3574614 1356455 1563728 50262823 43110802 41000 39000 0 0 16099038 17179800 0 0 1180525 16777951 18853345 32917989 36072145 17344834 7038657 210241611 233896941 11064718 12902114 199176893 220994827 X PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. 0 0 12468578 39000 9915877 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES PRESENTING AND EDUCATION ACTIVITIES. 11399279 5412121 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING THE NAPLES PHILHARMONIC. 4920422 128440 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING THE BAKER MUSEUM. 28788279 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 248 0 1 416 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X PERRE EDWARDS 2392542799 5833 PELICAN BAY BLVD NAPLES FL 34108 KATHLEEN VAN BERGEN PRESIDENT & CEO 40.00 X X 684602 0 126213 LOIS JULIBER BOARD CHAIR 1.00 X X 0 0 0 C MICHAEL ARMSTRONG DIRECTOR 1.00 X 0 0 0 JAY H BAKER DIRECTOR 1.00 X 0 0 0 JAMES R CAMPBELL DIRECTOR 1.00 X 0 0 0 R KERRY CLARK DIRECTOR 1.00 X 0 0 0 MICHAEL E DOUGHERTY DIRECTOR 1.00 X 0 0 0 DAVID R DROBIS DIRECTOR 1.00 X 0 0 0 ROBERT T EDWARDS DIRECTOR 1.00 X 0 0 0 ALAN R EINHORN DIRECTOR 1.00 X 0 0 0 JEANETTE MONTGOMERY EVERT DIRECTOR 1.00 X 0 0 0 JOHN W FISHER III DIRECTOR 1.00 X 0 0 0 LINDA C FLEWELLING DIRECTOR 1.00 X 0 0 0 EDWARD GALANTE DIRECTOR 1.00 X 0 0 0 EVANGELINE R HAARLOW DIRECTOR 1.00 X 0 0 0 KAREN HEITHOFF DIRECTOR 1.00 X 0 0 0 JUDITH A ISTOCK DIRECTOR 1.00 X 0 0 0 REBECCA W LAMBERT DIRECTOR 1.00 X 0 0 0 NED C LAUTENBACH DIRECTOR 1.00 X 0 0 0 LISA H LIPMAN DIRECTOR 1.00 X 0 0 0 GERALD S LIPPES DIRECTOR 1.00 X 0 0 0 HEIDI MILLER DIRECTOR 1.00 X 0 0 0 GERRI MOLL DIRECTOR 1.00 X 0 0 0 J LEO MONTGOMERY DIRECTOR 1.00 X 0 0 0 JOHN J REMONDI DIRECTOR 1.00 X 0 0 0 WILLIAM S STAVROPOULOS DIRECTOR 1.00 X 0 0 0 SHELLY A STAYER DIRECTOR 1.00 X 0 0 0 JOSEPH G TOMPKINS DIRECTOR 1.00 X 0 0 0 JERRY J WEYGANDT DIRECTOR 1.00 X 0 0 0 ROGER COOK DIRECTOR 1.00 X 0 0 0 KEVIN S DELBRIDGE DIRECTOR 1.00 X 0 0 0 JOYCE S HAGEN DIRECTOR 1.00 X 0 0 0 KATHRYN KNIGHT DIRECTOR 1.00 X 0 0 0 WILLIAM SNYDER DIRECTOR 1.00 X 0 0 0 PERRE EDWARDS TREASURER & CFO 40.00 X 301849 0 78714 DIANNE SPONSELLER SECRETARY 40.00 X 102429 0 15611 DAVID FILNER EVP ARTISTIC OPERATIONS 40.00 X 425638 0 84100 MELANIE KALNINS VP OF MARKETING AND PATRON ENGAGEMENT 40.00 X 165715 0 17785 COURTNEY MCNEIL MUSEUM DIR. & CHIEF CURATOR 40.00 X 168524 0 22889 ALICE VAN ARSDALE SR. DEV DIR/VP DEVELOPMENT 40.00 X 168584 0 15425 JACKIE LANE CREATIVE SERVICES DIRECTOR 40.00 X 124849 0 17640 ALEX PENA FACILITIES DIRECTOR 40.00 X 120338 0 16375 GLENN BASHAM CONCERTMASTER 40.00 X 149651 0 32760 2412179 0 427512 12 0 1 0 AUTUMN SMILES US TOUR LLC 260 WEST44TH STREET SUITE 600 NEW YORK NY 10036 BROADWAY TOUR 754845 UTP PRODUCTIONS 774 SOUTH 500 WEST SALT LAKE CITY UT 84101 CONTRACT STAGEHANDS 726832 GET READY TOUR LLC 42 MAPLES ST 2ND FLOOR SUMMIT NJ 07901 BROADWAY TOUR 660192 WEINER PHILHARMONIKER BOESENDORFER STRASSE 12 VIENNA AU 1010 ORCHESTRA PERFORMANCE 625570 STIFTUNG BERLIN PHILHARMONIKER HERBERT-VON-KARAJAN-STR 1 BERLIN GM ORCHESTRA PERFORMANCE 523226 32 1104581 299930 21111511 1576988 22516022 PRESENTING & EDUCATION ACTIVITIES 711300 9745877 9745877 NAPLES PHILHARMONIC 711300 5314521 5314521 PROCESSING FEES 900099 278954 278954 THE BAKER MUSEUM 711300 117086 117086 15456438 2519768 2519768 1191123 747006 444117 444117 444117 26870000 25815154 1054846 1054846 1054846 178399 1104581 341880 -163481 -163481 695911 370107 325804 141057 184747 PROGRAM ADVERTISING 541800 411804 411804 HALL RENTAL 900099 304884 304884 MISCELLANEOUS INCOME 900099 240600 240600 957288 43110802 15456438 857745 4280597 X 39000 39000 1905287 806279 780053 318955 12561941 10798740 1365644 397557 336637 267875 44918 23844 1433776 1248476 115719 69581 942159 801506 91880 48773 982723 364618 618105 87605 31193 55101 1311 1281 1281 7138964 6593075 531968 13921 1315748 899804 342140 73804 295058 232861 17672 44525 399991 215236 175120 9635 1370237 1203913 161697 4627 1461781 1380886 73466 7429 49870 49870 30992 30992 2393944 1061674 1332270 962057 828301 133756 RECEPTIONS 689726 549765 139961 CREDIT CARD FEES 550017 550017 PRINTING 350396 350396 EXHIBIT COSTS 323154 295130 1422 26602 449801 219664 230137 36072145 28788279 6103341 1180525 4405 6900 7467732 8582690 11986244 20922579 439617 489729 67942 87447 1326180 1568057 101221202 45731952 56148676 55489250 130906717 145681279 1894098 1069010 210241611 233896941 3269214 4033546 6447425 7687514 37487 158483 1310592 1022571 11064718 12902114 X 73687298 73824567 125489595 147170260 199176893 220994827 210241611 233896941 7038657 14779277 0 X 0 1 X 1 0 X 18376681 14029336 18893023 23529245 22516022 97344307 18376681 14029336 18893023 23529245 22516022 97344307 9850545 87493762 3386133 3162118 2598635 2536628 3710891 15394405 33555 25928 28858 34445 240600 363386 113102098 63685184 0.77360 0.83970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 33,555. 2019 AMOUNT: $ 25,928. 2020 AMOUNT: $ 28,858. 2021 AMOUNT: $ 34,445. 2022 AMOUNT: $ 240,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 111366643 1009858 16839206 5574825 123640882 130606503 1690747 -15644642 5285965 111366643 102813008 623203 32122845 4952553 130606503 102930924 857562 3842733 4818211 102813008 96768905 3471179 6856809 4165969 102930924 0.00000 0.61861 0.38139 0 0 5412922 5412922 77777332 33792209 43985123 740353 463453 276900 14547082 10322796 4224286 2743513 1153494 1590019 55489250 RENTAL DEPOSITS 59795 GIFT CERTIFICATES 294125 OTHER LIABILITIES 668651 1022571 X 59402000 14779277 53080 1458993 16291350 43110650 152 152 43110802 37584000 53080 1458993 1512073 36071927 218 218 36072145 PART III, LINE 1A: ARTIS-NAPLES ACQUIRED $11,780 AND $11,900 IN NEW WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, RESPECTIVELY. THERE WERE NO DONATIONS OF ART DURING THE YEARS ENDED JUNE 30, 2023 AND 2022. 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, AS WELL AS A MINIATURES COLLECTION. 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 5.0% OF A 20-QUARTER MOVING AVERAGE VALUE OF THE ENDOWMENT THROUGH THE FISCAL YEAR ENDING JUNE 30, 2023. 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 370,107. DIRECT RENTAL EXPENSES 747,006. FUNDRAISING EXPENSES 341,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL STATEMENT ROUNDING 152. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 370,107. DIRECT RENTAL EXPENSES 747,006. FUNDRAISING EXPENSES 341,880. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL STATEMENT ROUNDING 218. GALA 1282980 1104581 178399 61155 75361 24900 180464 1282980 1104581 178399 61155 75361 24900 180464 341880 -163481 1 TUITION ASSISTANCE 15 39000 N/A N/A PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO SENIOR HIGH SCHOOL STUDENTS IN THE YOUTH MUSIC PROGRAMS. THE SCHOLARSHIP AWARDS ARE MADE PAYABLE TO THE STUDENT'S COLLEGE. A LETTER OF ACCEPTANCE IS REQUIRED. X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 KATHLEEN VAN BERGEN PRESIDENT & CEO 573792 0 110000 0 810 0 120500 0 5713 0 810815 0 0 0 DAVID FILNER EVP ARTISTIC OPERATIONS 274842 0 150000 0 796 0 70500 0 13600 0 509738 0 125000 0 PERRE EDWARDS TREASURER & CFO 273367 0 25000 0 3482 0 68000 0 10714 0 380563 0 0 0 COURTNEY MCNEIL MUSEUM DIR. & CHIEF CURATOR 168167 0 0 0 357 0 9289 0 13600 0 191413 0 0 0 ALICE VAN ARSDALE SR. DEV DIR/VP DEVELOPMENT 168319 0 0 0 265 0 9712 0 5713 0 184009 0 0 0 MELANIE KALNINS VP OF MARKETING AND PATRON ENGAGEMEN 155384 0 10000 0 331 0 3807 0 13978 0 183500 0 0 0 GLENN BASHAM CONCERTMASTER 149651 0 0 0 0 0 9246 0 23514 0 182411 0 0 0 PART I, LINE 1A PELICAN BAY CLUB AND NAPLES YACHT CLUB DUES REIMBURSED TO CEO. TO BE USED FOR DONOR AND CULTIVATION MEETINGS/LUNCHES PART I, LINE 1B THERE IS NO PERSONAL USE OF THE MEMBERSHIP, ONLY BUSINESS RELATED PART I, LINE 3 SALARY STUDIES ARE NOW COMPLETED EVERY TWO YEARS PART I, LINE 4A NAME: GLENN BASHAM, DESCRIPTION: SEVERANCE/RETIREMENT, CURRENT YEAR AMOUNT: $100,000. PLAN DESCRIPTION: SEVERANCE/RETIREMENT PART I, LINE 7 STAFF AND SENIOR LEADERSHIP GIVEN BONUSES BASED ON BOARD AND LEADERSHIP INPUT X 41 1526389 STOCK MARKET PRICE X FOOD 2 33100 DONOR VALUE X AUCTION ITEMS 0 16600 DONOR VALUE X GIFT BAGS 1 899 DONOR VALUE 0 0 1 1 PART I, LINE 32B: THE THIRD PARTY, NORTHERN TRUST SELLS ALL STOCK GIFTS. PART I, LINE 33: PURSUANT TO ORGANIZATIONAL POLICIES, PURCHASES OF ART ARE RECORDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES, NO VALUE IS REPORTED FOR THE IN-KIND CONTRIBUTION OF ART - WHICH IS STANDARD FOR THE INDUSTRY THEREFORE NO CONTRIBUTIONS OF ARTWORK ARE INCLUDED IN REVENUES ON FORM 990 PART VIII. PART IIII, LINE 1 ARTIS-NAPLES IS UNIQUE AMONG CULTURAL INSTITUTIONS NATIONWIDE, DEDICATED TO CREATING AND PRESENTING WORLD-CLASS VISUAL AND PERFORMING ARTS. THROUGH OUR MULTIDISCIPLINARY OFFERINGS, WE INSPIRE, EDUCATE AND ENTERTAIN TO ENGAGE AND ENRICH THE GROWING AND DIVERSIFYING COMMUNITY. ARTIS-NAPLES, HOME OF THE BAKER MUSEUM AND THE NAPLES PHILHARMONIC, HOSTS 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 2022, ARTIS-NAPLES ANNOUNCED ITS FULL SCHEDULE OF VISUAL AND PERFORMING ARTS OFFERINGS FOR THE 2022-23 SEASON. IN LIGHT OF A WORLD THAT CHANGED DRAMATICALLY OVER THE PRECEDING THREE YEARS DUE TO THE COVID-19 PANDEMIC, ARTIS-NAPLES UNITED ITS VISUAL AND PERFORMING ARTS PROGRAMMING UNDER THE SEASON THEME OF DISTANCE DEVOTION, EXPLORING THE POWER OF EMOTIONS THAT BRING US TOGETHER OR DRIVE US APART. IN THE WAKE OF HURRICANE IAN AND ITS SEVERE EFFECTS ON THE SOUTHWEST FLORIDA COMMUNITY, ARTIS-NAPLES OFFERED FREE ADMISSION TO THE BAKER MUSEUM AND FREE PERFORMANCE TICKETS TO SELECT PROGRAMS FOR ANYONE IMPACTED BY THE HURRICANE AND FIRST RESPONDERS FROM OCTOBER 15 THROUGH DECEMBER 31. NEARLY 11,000 FREE TICKETS AND ADMISSIONS TO THE BAKER MUSEUM WERE DISTRIBUTED THROUGH THIS PROGRAM, WHICH WAS ENTITLED ARTIS UPLIFTING. AS MORE PATRONS RETURNED TO SOUTHWEST FLORIDA TO REENGAGE WITH THE ARTS, ARTIS-NAPLES PRESENTED AN INSPIRING SELECTION OF PERFORMANCES, GUEST ARTISTS AND EXHIBITIONS THROUGHOUT THE CULTURAL CAMPUS. THE BAKER MUSEUM COMMENCED ITS SCHEDULE OF EXHIBITIONS IN SEPTEMBER 2022, PRESENTING A DIVERSE ARRAY OF OFFERINGS THROUGHOUT THE SEASON, INCLUDING HELEN FRANKENTHALER: LATE WORKS, 1990-2003; ENVISIONING EVIL: "THE NAZI DRAWINGS" BY MAURICIO LASANSKY; RAN HWANG: BECOMING AGAIN AND LOVE STORIES FROM THE NATIONAL PORTRAIT GALLERY, LONDON. PERFORMING ARTS HIGHLIGHTS DURING THE SEASON INCLUDED THE FULL RETURN OF NAPLES PHILHARMONIC MASTERWORKS, POPS AND CHAMBER MUSIC PROGRAMMING, PLUS PERFORMANCES WITH MIAMI CITY BALLET. THE BROADWAY SERIES RESUMED IN FULL FORCE, BRINGING SUCH FAN FAVORITES AS HADESTOWN, ON YOUR FEET!, JESUS CHRIST SUPERSTAR AND DISNEY'S ALADDIN, MARKING THE FIRST-EVER DISNEY PRODUCTION PRESENTED IN HAYES HALL. THE VISITING ORCHESTRAS SERIES ONCE AGAIN BROUGHT A SELECTION OF THE WORLD'S FINEST ORCHESTRAS TO NAPLES, INCLUDING THE HIGHLY ANTICIPATED FLORIDA DEBUT OF THE BERLINER PHILHARMONIKER WITH TWO PERFORMANCES UNDER CHIEF CONDUCTOR KIRILL PETRENKO, A PERFORMANCE BY THE CLEVELAND ORCHESTRA WITH MUSIC DIRECTOR FRANZ WELSER-MST AND TWO PROGRAMS BY THE CHICAGO SYMPHONY ORCHESTRA IN THEIR FINAL SEASON WITH ZELL MUSIC DIRECTOR RICCARDO MUTI. ARTIS-NAPLES PROVIDES AN ARRAY OF OPPORTUNITIES FOR THE NOVICE OR SEASONED CULTURAL PATRON TO ENGAGE WITH THE ARTS. THIS INCLUSIVE APPROACH, UNDER THE GUIDANCE OF CEO AND PRESIDENT KATHLEEN VAN BERGEN AND ARTISTIC AND MUSIC DIRECTOR DESIGNATE ALEXANDER SHELLEY, RANGES FROM SINGLE PERFORMANCES TO SEASON-LONG MULTIDISCIPLINARY EXPERIENCES AND EXHIBITIONS, UNITED BY A SINGULAR THEME OR IDEA. FROM CLASSICAL MUSIC, POPS AND JAZZ TO BALLET AND BROADWAY MUSICALS, ARTIS-NAPLES CREATES AND PRESENTS A VARIETY OF OFFERINGS AND GENRES, INCLUDING ORCHESTRA, DANCE, CHAMBER MUSIC, EXHIBITIONS, PRESENTATIONS, EDUCATIONAL LECTURES, MASTER CLASSES AND SOCIAL EVENTS. ARTIS-NAPLES ALSO PRESENTS THE NAPLES INTERNATIONAL FILM FESTIVAL AS PART OF ITS MULTI-DISCIPLINARY MISSION. NIFF CELEBRATED ITS 14TH ANNIVERSARY IN 2022. OUR CULTURAL CAMPUS WELCOMES OVER 300,000 VISITORS EACH YEAR AND IS COMPRISED OF TWO PERFORMANCE HALLS (FRANCES PEW HAYES HALL AND MYRA J. DANIELS PAVILION), THE BAKER MUSEUM, THE TONI STABILE EDUCATION BUILDING AND THE KOHAN ADMINISTRATION BUILDING. THE BAKER MUSEUM EXPANSION, COMPLETED IN FALL 2020, ADDED 18,000 SQUARE FEET TO THE MUSEUM AND CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL ENGAGEMENT. THE ARTIS-NAPLES BOARD OF DIRECTORS IS COMPRISED OF MORE THAN 35 PHILANTHROPISTS AND COMMUNITY LEADERS WHO OVERSEE THE ORGANIZATION'S GOVERNANCE AND FIDUCIARY RESPONSIBILITIES. IN THE 2020-2021 SEASON, LOIS JULIBER BEGAN HER SERVICE AS CHAIR OF THE BOARD. AFTER THREE SEASONS OF DEDICATED LEADERSHIP, SHE CONCLUDES HER TENURE AS CHAIR AFTER THE 2022-23 SEASON. PART IIII, LINE 4A THE NAPLES PHILHARMONIC HAS LONG BEEN RECOGNIZED AS ONE OF THE CORNERSTONES OF SOUTHWEST FLORIDA'S ARTS COMMUNITY. IN OCTOBER 2022, ESTEEMED VIOLINIST JAMES EHNES WAS NAMED ARTISTIC PARTNER WITH A FOCUS ON EMBODYING A HIGH LEVEL OF ARTISTRY WITH THE ORCHESTRA, AND IN FEBRUARY 2023, EHNES' ROLE WAS EXTENDED THROUGH THE 2023-24 SEASON. IN APRIL 2023, ALEXANDER SHELLEY WAS NAMED ARTISTIC AND MUSIC DIRECTOR OF ARTIS-NAPLES AND WILL ASSUME HIS ROLE IN THE 2024-25 SEASON. THE NAPLES PHILHARMONIC 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 1477-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. HIGHLIGHTS OF THE 2022-23 MASTERWORKS SEASON INCLUDED ALEXANDER SHELLEY CONDUCTING BEETHOVEN'S FIFTH SYMPHONY, VIOLINIST AND ARTISTIC PARTNER JAMES EHNES PERFORMING BEETHOVEN'S VIOLIN CONCERTO WITH EMINENT CONDUCTOR SIR MARK ELDER ON THE PODIUM, LUMINARY SOPRANO RENE FLEMING SINGING PULITZER PRIZE-WINNING COMPOSER KEVIN PUTS' GEORGIA O'KEEFFE AND THE BRIGHTNESS OF LIGHT AND ASSOCIATE CONDUCTOR RADU PAPONIU MAKING HIS MASTERWORKS SERIES DEBUT AS ILLUSTRIOUS PIANIST EMANUEL AX PLAYED BEETHOVEN'S PIANO CONCERTO NO. 3. PRINCIPAL POPS CONDUCTOR JACK EVERLY PREPARED A THRILLING SEASON OF FIVE POPS PROGRAMS THAT PRESENTED AUDIENCE FAVORITES FROM HOLLYWOOD, BROADWAY, JAZZ, SOUL, POP AND BEYOND. PART IIII, LINE 4B EACH YEAR, ARTIS-NAPLES HOSTS A ROBUST EDUCATION AND PRESENTING SEASON. THE 800-PLUS EVENTS AND OFFERINGS INCLUDE TOURING BROADWAY SHOWS, A WORLD-CLASS SLATE OF VISITING ORCHESTRAS, INSIGHTFUL EDUCATION AND LIFELONG LEARNING PROGRAMS, AS WELL AS PERFORMERS FROM THE WORLDS OF COMEDY, POP, THEATRE AND DANCE. WITH AN 8.5-ACRE CULTURAL CAMPUS, TWO PERFORMANCE HALLS, A MUSEUM AND A VARIETY OF SPACES FOR LEARNING AND SOCIAL ENGAGEMENT, ARTIS-NAPLES PRESENTS A BROAD RANGE OF MULTI-DISCIPLINARY PROGRAMMING TO MATCH THE GROWING POPULATION AND DIVERSE INTERESTS IN SOUTHWEST FLORIDA. HIGHLIGHTS OF THE 2022-23 SEASON INCLUDED PRESENTATIONS BY DAVID FOSTER AND KATHARINE MCPHEE, HAMILTON STAR RENE ELISE GOLDSBERRY, TONY AWARD-WINNING SINGER AND ACTRESS KRISTIN CHENOWETH, R&B LEGENDS THE COMMODORES, BELOVED VIOLIN VIRTUOSO ITZHAK PERLMAN, BESTSELLING AUTHOR ANN PATCHETT AND ICONIC SINGER PAUL ANKA. IN OCTOBER 2022, ARTIS-NAPLES PRESENTED THE ANNUAL NAPLES INTERNATIONAL FILM FESTIVAL FOR THE SIXTH TIME UNDER ITS UMBRELLA, WITH 60-PLUS FILM SCREENINGS AND RELATED EVENTS. PART IIII, LINE 4C ESTABLISHED IN 2000, ARTIS-NAPLES, THE BAKER MUSEUM IS A FINE ART MUSEUM CURRENTLY HOUSING A PERMANENT COLLECTION OF OVER 4,000 OBJECTS AND APPROXIMATELY 35,000 SQUARE FEET OF INDOOR EXHIBITION SPACE, PLUS OUTDOOR SCULPTURE GARDENS THROUGHOUT THE CULTURAL CAMPUS. IN FALL 2021, AN 18,000-SQUARE-FOOT EXPANSION OF THE BAKER MUSEUM BUILDING OPENED, WHICH CREATED NEW SPACES FOR MULTI-DISCIPLINARY EXPLORATION AND SOCIAL ENGAGEMENT. THE MUSEUM CELEBRATED ITS 22ND SEASON IN 2022-23 WITH A SERIES OF EXHIBITIONS INCLUDING HELEN FRANKENTHALER: LATE WORKS, 1990-2003; ENVISIONING EVIL: "THE NAZI DRAWINGS" BY MAURICIO LASANSKY; RECENT ACQUISITIONS: 2019-PRESENT, FLORIDA CONTEMPORARY 2022-23; RAN HWANG: BECOMING AGAIN; APERTURE'S PRISON NATION AND THE GROUND-BREAKING LOVE STORIES FROM THE NATIONAL PORTRAIT GALLERY, LONDON. IN MAY 2023, ARTIS-NAPLES ANNOUNCED THAT THE BAKER MUSEUM WOULD REMAIN OPEN YEAR-ROUND FOR THE FIRST TIME IN ITS 23-YEAR HISTORY. THE PERMANENT COLLECTION OF THE BAKER MUSEUM IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, SCHOLARSHIP, RESEARCH AND STEWARDSHIP IN FURTHERANCE OF PUBLIC SERVICE. THE BAKER MUSEUM IS COMMITTED TO REEXAMINING THE ESTABLISHED AND FULFILLING CURIOSITY FOR THE NEW. VISITS TO THE MUSEUM ARE AN EXPERIENCE IN SCALE AND INTIMACYFROM FAMED ARTS PATRON OLGA HIRSHHORN'S MOUSE HOUSE COLLECTION, FEATURING MORE THAN 200 DIMINUTIVE EXAMPLES OF INDIVIDUAL ARTISTIC STYLE BY MID- AND LATE-20TH-CENTURY MASTERS, TO THE MAJESTIC PRESENCE AND INSPIRING AWE OF DAWN'S FOREST, THE LAST AND LARGEST SCULPTURE INSTALLATION BY THE EMINENT AMERICAN ARTIST LOUISE NEVELSON. THE MUSEUM'S ROBUST CALENDAR FEATURES A COMBINATION OF EXHIBITIONS DRAWN FROM THE PERMANENT COLLECTION OF MODERN AND CONTEMPORARY ART AND NOTED TRAVELING EXHIBITIONS. THE MUSEUM'S CURATORIAL TEAM CHAMPIONS THE WORK OF BOTH ESTABLISHED AND EMERGING ARTISTS BY ORGANIZING EXHIBITIONS THAT OFTEN PROVIDE ARTISTS WITH THEIR FIRST EXPOSURE TO MUSEUM AUDIENCES IN THE SOUTHEASTERN REGION OF THE UNITED STATES. THIS WAS THE CASE WITH INTERNATIONALLY CELEBRATED KOREAN ARTIST RAN HWANG, WHOSE EXHIBITION RAN HWANG: BECOMING AGAIN WAS THE ARTIST'S FIRST SOLO MUSEUM EXHIBITION IN SOUTHWEST FLORIDA. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF COMMITTEE CHAIRS, THE CEO AND THE BOARD CHAIR. THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE CFO AND CEO, AFTER ANY CHANGES, 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 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 AN OUTSIDE FIRM TO CONDUCT COMPENSATION STUDIES. IN DECEMBER 2021, THREE STUDIES WERE COMPLETED; ONE FOR THE CEO, ONE FOR SENIOR LEADERSHIP AND ONE FOR STAFF. THE CEO AND SENIOR LEADERSHIP STUDY WAS COMPLETED BY FW COOK AND THE STAFF STUDY WAS COMPLETED BY WILLIS TOWERS WATSON. THE SALARY CHANGES FROM THE STUDY WERE IMPLEMENTED IN JANUARY 2022. NEW STUDIES ARE BEING CONDUCTED IN THE FALL OF 2023. 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. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 6,182,601. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,182,601. PRODUCTION COSTS: PROGRAM SERVICE EXPENSES 331,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 331,197. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 79,277. MANAGEMENT AND GENERAL EXPENSES 531,968. FUNDRAISING EXPENSES 13,921. TOTAL EXPENSES 625,166. PHIL LLC 5551 RIDGEWOOD DRIVE NAPLES FL 34108 593739460 LESSOR OF COMMERCIAL PROPERTY FL 1191123 3435680 ARTIS-NAPLES INC