2024-10-30T15:49:43-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2023-07-01 592322926 ARTIS-NAPLES INC ARTI 2395971111 5833 PELICAN BAY BLVD NAPLES FL 34108 KATHLEEN VAN BERGEN CEO AND PRESIDENT 2392542799 2024-10-29 1 0 AMELIA COOPER P00437898 2392628686 2024-10-29 2023 2024-10-15 13:58:12Z KATHLEEN VAN BERGEN 5833 PELICAN BAY BLVD NAPLES FL 34108 65426555 0 X HTTPS://ARTISNAPLES.ORG X 1983 FL PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. 37 36 428 180 1085634 19189 22516022 12879113 15456438 18242061 3574614 4030792 1563728 1766431 43110802 36918397 39000 45000 0 0 17179800 19007805 0 0 1146817 18853345 20373926 36072145 39426731 7038657 -2508334 233896941 256319258 12902114 13706350 220994827 242612908 X PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. 0 0 14058098 12035212 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, PRESENTING AND EDUCATION SEASON. 12204627 43500 5568246 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, NAPLES PHILHARMONIC 5471198 1500 638603 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, THE BAKER MUSEUM. 31733923 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 1 255 0 1 428 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 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 2395971111 5833 PELICAN BAY BLVD NAPLES FL 34108 KATHLEEN VAN BERGEN PRESIDENT & CEO 40.00 X X 733777 0 126233 HEIDI MILLER 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 ROGER COOK DIRECTOR 1.00 X 0 0 0 KEVIN S DELBRIDGE 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 G GALANTE DIRECTOR 1.00 X 0 0 0 EVANGELINE R HAARLOW DIRECTOR 1.00 X 0 0 0 JOYCE S HAGEN 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 LOIS JULIBER DIRECTOR 1.00 X 0 0 0 KATHRYN KNIGHT DIRECTOR 1.00 X 0 0 0 MARY KOWARICK DIRECTOR 1.00 X 0 0 0 ROBERT KRUPKA 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 DENNIS LING 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 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 SNYDER 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 DOUGLAS M VANOORT DIRECTOR 1.00 X 0 0 0 JERRY J WEYGANDT DIRECTOR 1.00 X 0 0 0 PERRE EDWARDS TREASURER & CFO 40.00 X 318311 0 79737 DIANNE SPONSELLER SECRETARY OF THE BOARD 40.00 X 105756 0 22248 DAVID FILNER EVP ARTISTIC OPERATIONS 40.00 X 306286 0 80797 ALICE VAN ARSDALE VICE PRES. OF DEVELOPMENT 40.00 X 204673 0 18553 COURTNEY MCNEIL MUSEUM DIR. & CHIEF CURATO 40.00 X 169104 0 29848 BRIAN KILPATRICK THRU 0124 CHIEF EXPERIENCE OFFICER 40.00 X 129700 0 5348 JACKIE LANE CREATIVE SERVICES DIRECTOR 40.00 X 133100 0 24178 DANIELLE DALY HR DIRECTOR (THRU 11/23) 40.00 X 122562 0 12956 ZACHARY DEPUE CONCERTMASTER 40.00 X 125737 0 6715 ELLEN TOMASIEWICZ MUSICIAN (THRU 06/23) 1.00 X 152495 0 5651 2501501 0 412264 17 0 1 0 UTP PRODUCTIONS 774 SOUTH 500 WEST SALT LAKE CITY UT 84101 CONTRACT STAGEHANDS 811084 PILATE TOUR LLC 392 SPRINGFIELD AVE SECOND FLOOR SUMMIT NJ 07901 BROADWAY PRESENTATION 628697 QUARLES & BRADY LLP 1395 PANTHER LANE SUITE 300 NAPLES FL 34109 LEGAL 541484 MEAN GIRLS NATIONAL TOUR LLC 630 NINTH AVE SUITE 106 NEW YORK NY 10036 BROADWAY PRESENTATION 513726 INN OF NAPLES LLC 4055 TAMIAMI TRAIL NORTH NAPLES FL 34103 LODGING FOR ARTISTS 357470 15 1097753 222578 11558782 2013953 12879113 PRESENTING & EDUCATION ACTIVITIES 711300 11713015 11713015 NAPLES PHILHARMONIC 711300 5967165 5967165 PROCESSING FEES 900099 403694 403694 THE BAKER MUSEUM 711300 158187 158187 18242061 4113750 4113750 1244489 831181 413308 413308 413308 26901000 26983958 -82958 -82958 -82958 76788 1097753 286925 -210137 -210137 933690 406094 527596 180600 346996 PROGRAM ADVERTISING 541800 456824 456824 HALL RENTAL 900099 448210 448210 MISCELLANEOUS INCOME 900099 130630 130630 1035664 36918397 18242061 1085634 4711589 X 45000 45000 2362955 1016374 792441 554140 13713775 11830603 1687337 195835 468241 429243 30988 8010 1414336 1262405 115941 35990 1048498 879855 115373 53270 830268 275509 552935 1824 89711 29769 59745 197 8126507 7558008 568499 1333553 880329 372503 80721 345417 163002 18754 163661 472619 241242 219596 11781 1369127 1204540 159599 4988 1801156 1653609 146039 1508 40572 40572 6320 6320 2566106 1079348 1486758 1091206 939805 151401 CREDIT CARD FEES 742332 742332 RECEPTIONS 721771 721771 EXHIBIT COSTS 330975 290418 5665 34892 PRINTING 313873 313873 192413 136316 56097 39426731 31733923 6545991 1146817 6900 6850 8582690 11526032 20922579 8927975 489729 368784 87447 98456 1568057 1638901 100083942 45387325 55489250 54696617 145681279 177675789 1069010 1379854 233896941 256319258 4033546 4580436 7687514 8537108 158483 195307 1022571 393499 12902114 13706350 X 73824567 75486154 147170260 167126754 220994827 242612908 233896941 256319258 -2508334 24126415 0 X 0 1 X 1 0 X 14029336 18893023 23529245 22516022 12879113 91846739 14029336 18893023 23529245 22516022 12879113 91846739 9919113 81927626 3162118 2598635 2536628 3710891 5358239 17366511 25928 28858 34445 240600 130630 460461 109673711 63073824 0.74700 0.77360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 25,928. 2020 AMOUNT: $ 28,858. 2021 AMOUNT: $ 34,445. 2022 AMOUNT: $ 240,600. 2023 AMOUNT: $ 130,630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 123640882 11434000 24609147 5865343 153818686 111366643 1009858 16839206 5574825 123640882 130606503 1690747 -15644642 5285965 111366643 102813008 623203 32122845 4952553 130606503 102930924 857562 3842733 4818211 102813008 0.00000 0.57158 0.42842 0 0 5412922 5412922 77524703 34884059 42640644 699531 241778 457753 14402606 9232471 5170135 2044180 1029017 1015163 54696617 RENTAL DEPOSITS 87621 GIFT CERTIFICATES 294727 OTHER LIABILITIES 11151 393499 X 62568000 24126415 1524200 25650615 36917385 1012 1012 36918397 40947000 1524200 1524200 39422800 3931 3931 39426731 PART III, LINE 1A: ARTIS-NAPLES ACQUIRED $49,000 AND $11,780 IN NEW WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THERE WERE NO DONATIONS OF ART DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. 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 5.0% OF A 20-QUARTER MOVING AVERAGE VALUE OF THE ENDOWMENT THROUGH THE FISCAL YEAR ENDING JUNE 30, 2024. 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 406,094. DIRECT RENTAL EXPENSES 831,181. FUNDRAISING EXPENSES 286,925. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL STATEMENT ROUNDING 1,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 406,094. DIRECT RENTAL EXPENSES 831,181. FUNDRAISING EXPENSES 286,925. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL STATEMENT ROUNDING 3,931. GALA 1174541 1097753 76788 76788 34762 175375 1174541 1097753 76788 76788 34762 175375 286925 -210137 1 SCHOLARSHIPS 11 42500 N/A N/A ART AWARDS 4 1500 N/A N/A CONCERTO COMPETITION 3 1000 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. AWARDS ARE GIVEN TO YOUNG ARTISTS AND MUSICIANS WHO COMPETE IN THE ART EXHIBITS AND CONCERTO COMPETITION. X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 KATHLEEN VAN BERGEN PRESIDENT & CEO 600000 0 120000 0 13777 0 119980 0 6253 0 860010 0 0 0 PERRE EDWARDS TREASURER & CFO 270000 0 30000 0 18311 0 66203 0 13534 0 398048 0 0 0 DAVID FILNER EVP ARTISTIC OPERATIONS 276286 0 30000 0 0 0 69085 0 11712 0 387083 0 0 0 ALICE VAN ARSDALE VICE PRES. OF DEVELOPMENT 184673 0 20000 0 0 0 12300 0 6253 0 223226 0 0 0 COURTNEY MCNEIL MUSEUM DIR. & CHIEF CURATO 169104 0 0 0 0 0 10500 0 19348 0 198952 0 0 0 ELLEN TOMASIEWICZ MUSICIAN (THRU 06/23) 46124 0 0 0 106371 0 3046 0 2605 0 158146 0 0 0 JACKIE LANE CREATIVE SERVICES DIRECTOR 124836 0 1500 0 6764 0 7574 0 16604 0 157278 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: ELLEN TOMASIEWICZ, DESCRIPTION: SEVERANCE/RETIREMENT, CURRENT YEAR AMOUNT: $104,500 PLAN DESCRIPTION: SEVERANCE/RETIREMENT PART I, LINE 7 STAFF AND SENIOR LEADERSHIP GIVEN BONUSES BASED ON BOARD AND LEADERSHIP INPUT X 33 2003953 STOCK MARKET PRICE X AUCTION ITEMS 2 10000 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 III, 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. HOME OF THE BAKER MUSEUM AND THE NAPLES PHILHARMONIC, ARTIS-NAPLES 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 2023, ARTIS-NAPLES ANNOUNCED ITS FULL SCHEDULE OF VISUAL AND PERFORMING ARTS OFFERINGS FOR THE 2023-24 SEASON. UNDER THE THEME OF ARTISTIC SENSES-SEE, HEAR, TASTE, ARTIS-NAPLES WOVE TOGETHER MUSIC, VISUAL ARTS AND LEARNING OPPORTUNITIES TO CREATE A SEASON THAT ENGAGED PATRONS IN AN EXPLORATION OF THE SENSES. ADDITIONALLY, THE SEASON MARKED THE DESIGNATE YEAR OF ALEXANDER SHELLEY AS SHARON AND TIMOTHY UBBEN ARTISTIC AND MUSIC DIRECTOR, FURTHER ESTABLISHING HIS LEADERSHIP AS HE CONDUCTED THE NAPLES PHILHARMONIC IN MULTIPLE CONCERTS. IN A CELEBRATION OF THE CENTENARY OF GEORGE GERSHWIN'S ICONIC RHAPSODY IN BLUE, ARTIS-NAPLES PRESENTED A MULTIDISCIPLINARY EXPLORATION OF GERSHWIN'S LIFE AND WORKS. HIGHLIGHTS INCLUDED A GROUNDBREAKING EXHIBITION, GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE, AT THE BAKER MUSEUM, WHICH WAS ACCOMPANIED BY THE PUBLICATION OF A COMPREHENSIVE CATALOG BY ARTIS-NAPLES IN COLLABORATION WITH LONDON-BASED SCALA ARTS PUBLISHERS. THE MULTIDISCIPLINARY CELEBRATION OF GERSHWIN CAME FULLY INTO FOCUS WITH MULTIPLE PERFORMANCES OF GERSHWIN'S MUSIC. THE NAPLES PHILHARMONIC PRESENTED A MASTERWORKS PROGRAM FEATURING BOTH THE JAZZ BAND AND FULL ORCHESTRA VERSIONS OF RHAPSODY IN BLUE WITH ACCLAIMED CONDUCTOR DAVID ROBERTSON AND PIANO VIRTUOSA ORLI SHAHAM AS WELL AS AN AMERICAN IN PARIS UNDER THE BATON OF ARTISTIC AND MUSIC DIRECTOR DESIGNATE ALEXANDER SHELLEY. OTHER PERFORMANCES OF GERSHWIN'S MUSIC INCLUDED A PROGRAM BY EMINENT JAZZ DANCE COMPANY GIORDANO DANCE CHICAGO, A TRIBUTE TO GEORGE GERSHWIN BY WELL-KNOWN PERFORMER MICHAEL FEINSTEIN AND A CELEBRATION OF GERSHWIN IN THE NAPLES PHILHARMONIC JAZZ ORCHESTRA'S FINAL ALL THAT JAZZ SERIES PERFORMANCE OF THE SEASON. THE BAKER MUSEUM REMAINED OPEN THROUGHOUT SUMMER 2023 FOR THE FIRST TIME IN ITS HISTORY, WITH FEATURED EXHIBITIONS INCLUDING THREE DEGREES OF SEPARATION: ARTISTIC CONNECTIONS IN THE PERMANENT COLLECTION, NAPLES COLLECTS 2022-23 AND PRISON NATION. EXHIBITION HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED TAMARA KOSTIANOVSKY: BOTANICAL REVOLUTION; FRANK STEWART'S NEXUS: AN AMERICAN PHOTOGRAPHER'S JOURNEY, 1960S TO THE PRESENT; THE ART OF FOOD: FROM THE COLLECTIONS OF JORDAN D. SCHNITZER AND HIS FAMILY FOUNDATION; THE FACE OF IMMOKALEE; GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE; AND ANDY WARHOL PORTFOLIOS: A LIFE IN POP | WORKS FROM THE BANK OF AMERICA COLLECTION. PERFORMING ARTS HIGHLIGHTS INCLUDED PROGRAMS ACROSS GENRES BY THE NAPLES PHILHARMONIC, INCLUDING MASTERWORKS, POPS AND CHAMBER MUSIC PROGRAMMING. NAPLES PHILHARMONIC HIGHLIGHTS INCLUDED THREE PROGRAMS CONDUCTED BY ALEXANDER SHELLEY, A MASTERWORKS PROGRAM FEATURING ARTISTIC PARTNER JAMES EHNES AS LEADER AND SOLOIST, PERFORMANCES OF GERSHWIN'S RHAPSODY IN BLUE AND AN AMERICAN IN PARIS AND COLLABORATIONS WITH MIAMI CITY BALLET AND BALLET-X, AMONG OTHERS. PRINCIPAL POPS CONDUCTOR JACK EVERLY RETURNED FOR AN EXCITING SCHEDULE OF POPS MUSIC, INCLUDING A PROGRAM HIGHLIGHTING THE MUSIC OF ICONIC FILM COMPOSER JOHN WILLIAMS AND A PIANO DUEL BY ARTIS-NAPLES FAVORITES FRANKIE MORENO AND TONY DESARE. THE BROADWAY SERIES BROUGHT FIVE HIT MUSICALS TO HAYES HALL: FUNNY GIRL, COMPANY, TINA THE TINA TURNER MUSICAL, SIX AND TO KILL A MOCKINGBIRD. THE VISITING ORCHESTRAS SERIES ONCE AGAIN BROUGHT SOME OF THE WORLD'S FINEST ORCHESTRAS TO NAPLES, FEATURING A PERFORMANCE BY THE CLEVELAND ORCHESTRA WITH MUSIC DIRECTOR FRANZ WELSER-MOST, TWO PROGRAMS BY THE VIENNA PHILHARMONIC ORCHESTRA CONDUCTED BY WELSER-MST AND THE RETURN OF ACADEMY OF ST MARTIN IN THE FIELDS WITH ESTEEMED VIOLINIST JOSHUA BELL, THE ENSEMBLE'S MUSIC DIRECTOR. THE 2023-24 SEASON ALSO MARKED THE FIRST SEASON FOLLOWING THE COMPLETION OF THE FUTURE-FORWARD CAMPAIGN FOR CULTURAL EXCELLENCE. LAUNCHED IN 2016, THE CAMPAIGN INITIALLY ASPIRED TO RAISE $50 MILLION FOR THE ORGANIZATION'S ENDOWMENT, BUT, IN THE WAKE OF HURRICANE IRMA IN 2017, THE GOAL WAS EXPANDED TO $75 MILLION TARGETING FOUR KEY AREAS: INVESTMENTS IN THE CULTURAL CAMPUS, EXPANSION OF ARTISTIC AND COMMUNITY INITIATIVES, GROWTH OF THE BAKER MUSEUM'S PERMANENT COLLECTION AND AN INCREASE TO THE ENDOWMENT. ARTIS-NAPLES ANNOUNCED THAT THE CAMPAIGN WAS A RESOUNDING SUCCESS, WITH CONTRIBUTED REVENUES EXCEEDING $95 MILLION. 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 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 (NIFF) AS PART OF ITS MULTIDISCIPLINARY MISSION. NIFF CELEBRATED ITS 15TH ANNIVERSARY IN 2023. THE KIMBERLY K. QUERREY AND LOUIS A. SIMPSON CULTURAL CAMPUS WELCOMES HUNDREDS OF THOUSANDS OF 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 COMPRISES MORE THAN 35 PHILANTHROPISTS AND COMMUNITY LEADERS WHO OVERSEE THE ORGANIZATION'S GOVERNANCE AND FIDUCIARY RESPONSIBILITIES. AFTER THREE SEASONS OF DEDICATED LEADERSHIP, LOIS JULIBER CONCLUDED HER TENURE AS BOARD CHAIR AFTER THE 2022-23 SEASON. IN JULY 2023, HEIDI MILLER BEGAN AS THE NEW CHAIR OF THE BOARD. PART IIII, LINE 4A EACH YEAR, ARTIS-NAPLES HOSTS A ROBUST SEASON OF EDUCATION AND PRESENTING EVENTS. THE 800-PLUS OFFERINGS INCLUDE TOURING BROADWAY SHOWS; A WORLD-CLASS SLATE OF VISITING ORCHESTRAS, INCLUDING THE CLEVELAND ORCHESTRA, THE VIENNA PHILHARMONIC ORCHESTRA AND THE ACADEMY OF ST MARTIN IN THE FIELDS; INSIGHTFUL EDUCATION AND LIFELONG LEARNING PROGRAMS; AND PERFORMANCES SPANNING COMEDY, POP, THEATER AND DANCE. ARTIS-NAPLES CONTINUED TO OFFER A BROAD RANGE OF MULTIDISCIPLINARY PROGRAMMING, MEETING THE DIVERSE INTERESTS OF THE SOUTHWEST FLORIDA COMMUNITY. HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED PRESENTATIONS BY SALSA LEGEND GILBERTO SANTA ROSA, AMERICAN AUTHOR AND COMEDIAN DAVID SEDARIS, ICONIC VOCALIST SARAH BRIGHTMAN, GRAMMY-WINNING TRUMPETER CHRIS BOTTI, PINK MARTINI FEATURING CHINA FORBES AND WORLD-FAMOUS PIANO MASTER LANG LANG. IN OCTOBER 2023, ARTIS-NAPLES PRESENTED THE 15TH ANNUAL NAPLES INTERNATIONAL FILM FESTIVAL (NIFF), MARKING A MILESTONE IN THE ORGANIZATION'S COMMITMENT TO FILM AND MULTIMEDIA ARTS. PART IIII, LINE 4B THE NAPLES PHILHARMONIC HAS LONG BEEN RECOGNIZED AS ONE OF THE CORNERSTONES OF SOUTHWEST FLORIDA'S ARTS COMMUNITY. DURING THE 2023-24 SEASON, ALEXANDER SHELLEY BEGAN HIS DESIGNATE YEAR AS ARTISTIC AND MUSIC DIRECTOR, CONDUCTING THE ORCHESTRA IN SEVERAL KEY PERFORMANCES AND SETTING THE STAGE FOR THE FUTURE. VIOLINIST JAMES EHNES CONTINUED HIS ROLE AS ARTISTIC PARTNER, WITH A FOCUS ON INSPIRING AND EMBODYING A HIGH LEVEL OF ARTISTRY WITH THE NAPLES PHILHARMONIC. THE 2023-24 SEASON ALSO CELEBRATED THE CENTENARY OF GEORGE GERSHWIN'S RHAPSODY IN BLUE, WITH A SERIES OF PERFORMANCES THAT HONORED THE COMPOSER'S LEGACY. 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 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. IN 2023-24, ARTIS-NAPLES RECOGNIZED THE RETIREMENT OF SEVERAL LONGTIME MEMBERS OF THE NAPLES PHILHARMONIC, INCLUDING SOME WHO HAVE BEEN WITH THE ORCHESTRA FOR MORE THAN 30 YEARS. TO HONOR THEIR LEGACY, THE ORGANIZATION HAS INITIATED A TRANSITION PROGRAM TO ENSURE THE CONTINUITY OF THE NAPLES PHILHARMONIC'S ARTISTIC EXCELLENCE WHILE CELEBRATING THE CONTRIBUTIONS OF ITS LONG-TERM MEMBERS. AS THE ORCHESTRA EVOLVES, IT REMAINS STEADFAST IN ITS COMMITMENT TO INNOVATION, EDUCATION AND COMMUNITY ENGAGEMENT. HIGHLIGHTS OF THE 2023-24 SEASON INCLUDED AN OVERTURE TO ALEXANDER: A TOAST TO THE FUTURE, MARKING ALEXANDER SHELLEY'S FIRST CONCERT SINCE HIS APPOINTMENT AS ARTISTIC AND MUSIC DIRECTOR. SHELLEY CONDUCTED THE ORCHESTRA IN TWO SEPARATE MASTERWORKS PROGRAMS, INCLUDING KORNGOLD'S VIOLIN CONCERTO WITH REVERED CANADIAN VIOLINIST BLAKE POULIOT AS WELL AS GERSHWIN'S AN AMERICAN IN PARIS AND THE FIREBIRD. ARTISTIC PARTNER JAMES EHNES JOINED THE ORCHESTRA FOR TWO MASTERWORKS PROGRAMS, INCLUDING A PLAY-LEAD PROGRAM FEATURING SIBELIUS' SUITE FOR VIOLIN AND STRINGS AND MOZART'S FIFTH VIOLIN CONCERTO, PLUS A WANG CHAMBER MUSIC PERFORMANCE OF WORKS BY BRAHMS AND DVOK. PRINCIPAL POPS CONDUCTOR JACK EVERLY PROGRAMMED FIVE EXCITING POPS PROGRAMS, INCLUDING A SHOWCASE OF MUSIC BY ICONIC FILM COMPOSER JOHN WILLIAMS AND A PIANO DUEL BY AUDIENCE FAVORITES FRANKIE MORENO AND TONY DESARE. IN ADDITION TO THESE CONCERTS ON THE CULTURAL CAMPUS, THE NAPLES PHILHARMONIC PERFORMED AT VARIOUS VENUES AROUND SOUTHWEST FLORIDA AS PART OF THE ORCHESTRA'S ONGOING AROUND TOWN PROGRAM AND IN FREE FALL AND SPRING CHAMBER MUSIC CONCERTS THROUGHOUT THE COMMUNITY. PART IIII, LINE 4C ESTABLISHED IN 2000, THE BAKER MUSEUM STEWARDS A PERMANENT COLLECTION OF OVER 3,000 FINE ART OBJECTS AND PROGRAMS APPROXIMATELY 35,000 SQUARE FEET OF INDOOR EXHIBITION SPACE, ALONG WITH OUTDOOR SCULPTURE GARDENS THROUGHOUT THE CULTURAL CAMPUS. IN 2020, ARTIS-NAPLES CELEBRATED THE RENOVATION AND EXPANSION OF THE BAKER MUSEUM AND ADJOINING NORRIS GARDEN, WHICH CREATED NEW SPACES FOR MULTIDISCIPLINARY EXPLORATION AND SOCIAL INTERACTION. THE BAKER MUSEUM IS COMMITTED TO REEXAMINING THE ESTABLISHED AND FULFILLING CURIOSITY FOR THE NEW, AND 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 2023-24 SEASON FEATURED A DYNAMIC SLATE OF EXHIBITIONS, INCLUDING A SIGNIFICANT FOCUS ON THE LIFE AND WORKS OF GEORGE GERSHWIN THROUGH THE EXHIBITION GEORGE GERSHWIN AND MODERN ART: A RHAPSODY IN BLUE, A MAJOR LOAN EXHIBITION ORGANIZED BY THE BAKER MUSEUM EXPLORING GERSHWIN'S ROLE AS BOTH AN ARTIST AND AN ART COLLECTOR. 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 CELEBRATED ARGENTINE ARTIST TAMARA KOSTIANOVSKY, WHOSE EXHIBITION TAMARA KOSTIANOVSKY: BOTANICAL REVOLUTION REPRESENTED HER FIRST TIME EXHIBITING IN THE SOUTHEASTERN UNITED STATES AND FEATURED NEW WORK INSPIRED BY THE BIRD AND PLANT LIFE OF SOUTHWEST FLORIDA. OTHER EXHIBITIONS ORGANIZED BY THE MUSEUM INCLUDED FLORIDA CONTEMPORARY 2023-24; THE FACE OF IMMOKALEE; AND DEEP CUTS FROM THE AHMET ERTEGUN COLLECTION. TRAVELING EXHIBITIONS PRESENTED AT THE MUSEUM INCLUDED THE ART OF FOOD: FROM THE COLLECTIONS OF JORDAN D. SCHNITZER AND HIS FAMILY FOUNDATION; FRANK STEWART'S NEXUS: AN AMERICAN PHOTOGRAPHER'S JOURNEY, 1960S TO THE PRESENT; ANDY WARHOL PORTFOLIOS: A LIFE IN POP | WORKS FROM THE BANK OF AMERICA COLLECTION; AND TRADITION INTERRUPTED. THE IMPACT OF THESE EXHIBITIONS AND THEIR RELATED PROGRAMMING WAS ENHANCED BY COMMUNITY PARTNERSHIPS WITH GROUPS INCLUDING THE COALITION OF IMMOKALEE WORKERS, IMMOKALEE FOUNDATION, LEE COUNTY BLACK HISTORY SOCIETY, NAACP OF COLLIER COUNTY AND NAPLES BOTANICAL GARDEN. THE PERMANENT COLLECTION OF THE BAKER MUSEUM IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, SCHOLARSHIP, RESEARCH AND STEWARDSHIP IN FURTHERANCE OF PUBLIC SERVICE. THE MUSEUM MADE SIGNIFICANT ADDITIONS TO ITS COLLECTION DURING THE 2023-24 SEASON, INCLUDING GENEROUS DONATIONS OF PRINTS BY JOS CLEMENTE OROZCO; PHOTOGRAPHS BY PAUL STRAND, PHILIP PERKIS AND JACK LEIGH; AND PAINTINGS BY ARNOLD BELKIN AND MERNET LARSEN. ADDITIONALLY, THE MUSEUM MADE TWO SIGNIFICANT PURCHASES OF CONTEMPORARY WORKS: A TEXTILE TRIPTYCH BY TAMARA KOSTIANOVSKY AND A SITE-SPECIFIC ASSEMBLAGE AND INSTALLATION BY PEPE MAR. IN ADDITION TO BEING UTILIZED IN TEMPORARY EXHIBITIONS WITHIN THE MUSEUM'S GALLERIES, SELECTIONS FROM THE PERMANENT COLLECTION ARE ON VIEW IN PUBLIC SPACES WITHIN THE MUSEUM, HAYES HALL AND THE KOHAN ADMINISTRATIVE BUILDING, AS WELL AS OUTDOORS THROUGHOUT THE 8.5-ACRE CULTURAL CAMPUS. HIGHLIGHTS INCLUDE THE MAJESTIC DAWN'S FOREST, THE LAST AND LARGEST SCULPTURE INSTALLATION BY THE EMINENT AMERICAN ARTIST LOUISE NEVELSON, AS WELL AS SIGNIFICANT SCULPTURES BY DANIEL BUREN, ALBERT PALEY, MANOLO VALDES AND OTHERS. 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. 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 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 AN OUTSIDE FIRM TO CONDUCT COMPENSATION STUDIES. IN DECEMBER 2023, THREE STUDIES WERE COMPLETED; ONE FOR THE CEO, ONE FOR SENIOR LEADERSHIP AND ONE FOR STAFF. THE CEO AND SENIOR LEADERSHIP STUDIES WERE COMPLETED BY FW COOK AND THE STAFF STUDY WAS COMPLETED BY WILLIS TOWERS WATSON. THE SALARY CHANGES FROM THE STUDY WERE IMPLEMENTED IN JANUARY 2024. NEW STUDIES ARE BEING CONDUCTED EVERY TWO YEARS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 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 7,023,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,023,460. PRODUCTION COSTS: PROGRAM SERVICE EXPENSES 140,559. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,559. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 243,139. MANAGEMENT AND GENERAL EXPENSES 568,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 811,638. AGENT FEE: PROGRAM SERVICE EXPENSES 150,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,850. PHIL LLC 5551 RIDGEWOOD DRIVE NAPLES FL 34108 593739460 LESSOR OF COMMERCIAL PROPERTY FL 1244489 16723197 ARTIS-NAPLES INC