2025-11-13T10:18:44-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2024-07-01 592322926 ARTIS-NAPLES INC ARTI 2395971111 5833 PELICAN BAY BLVD NAPLES FL 34108 KATHLEEN VAN BERGEN CEO AND PRESIDENT 2392542799 2025-10-27 1 1 AMELIA COOPER P00437898 2392628686 2025-10-21 2024 2025-03-06 01:10:19Z KATHLEEN VAN BERGEN 5833 PELICAN BAY BLVD NAPLES FL 34108 57246682 0 X HTTPS://ARTISNAPLES.ORG X 1983 FL PLEASE SEE SCHEDULE O FOR THE ORGANIZATION'S MISSION STATEMENT. 37 36 439 180 975867 23397 12879113 15172280 18242061 18544268 4030792 6591321 1766431 1662137 36918397 41970006 45000 37000 0 0 19007805 19834508 0 0 1405881 20373926 22504997 39426731 42376505 -2508334 -406499 256319258 273998638 13706350 13616890 242612908 260381748 X PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT. 0 0 14002370 12494001 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, PRESENTING AND EDUCATION SEASON. 11949483 37000 5910569 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, NAPLES PHILHARMONIC 5653699 139698 PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, THE BAKER MUSEUM. 31605552 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 1 278 0 1 439 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 0 0 1 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 CEO AND PRESIDENT 40.00 X X 1039399 0 130706 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 R KERRY CLARK DIRECTOR 1.00 X 0 0 0 ROGER COOK DIRECTOR 1.00 X 0 0 0 ANDY CUMMINS 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 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 (THRU 10/24) 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 ANNE D RUBIN DIRECTOR 1.00 X 0 0 0 ARLENE LIDSKY SALOMON DIRECTOR 1.00 X 0 0 0 ROBERT G SCOTT 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 CHIEF FINANCIAL OFFICER & TREASURER 40.00 X 353494 0 98824 DIANNE SPONSELLER SECRETARY OF THE BOARD 40.00 X 111238 0 24362 DAVID FILNER EXEC. VICE PRESIDENT OF OPERATIONS 40.00 X 347286 0 104611 COURTNEY MCNEIL MUSEUM DIRECTOR AND CHIEF CURATOR 40.00 X 198033 0 33638 ALICE VAN ARSDALE VICE PRESIDENT OF DEVELOPMENT 40.00 X 223232 0 20513 MARGARET THORNE CONTROLLER 40.00 X 128086 0 39845 ZACHARY DEPUE CONCERTMASTER 40.00 X 181485 0 10289 DEBRA STEHR MUSICIAN 40.00 X 158499 0 18599 JACKIE LANE CREATIVE SERVICES DIRECTOR 40.00 X 144554 0 24909 ALEX PENA FACILITIES DIRECTOR 40.00 X 128169 0 27919 3013475 0 534215 15 0 1 0 SIX BOLEYN TOUR LLC 561 7TH AVE 3RD FLOOR NEW YORK NY 10018 BROADWAY PERFORMANCE 946651 THE PROUD MARY LLC 230 WEST 41ST ST SUITE 1703 NEW YORK NY 10036 BROADWAY PEFORMANCE 817422 TKMB NATIONAL TOUR LLC 7135 MINSTREL WAY SUITE 105 COLUMBIA MD 21045 BROADWAY PERFORMANCE 775560 CALIFORNIA BOUND LLC CO PRODUCTIONS LTD 260 W 44TH ST SUITE 600 NEW YORK NY 10036 BROADWAY PERFORMANCE 665273 BEING ALIVE TOUR LLC 392 SPRINGFIELD AVE 2ND FLOOR SUMMIT NJ 07901 BROADWAY PERFORMANCE 656135 17 1711697 75000 13385583 952963 15172280 PRESENTING & EDUCATION ACTIVITIES 711300 11887873 11887873 NAPLES PHILHARMONIC 711300 6128825 6128825 PROCESSING FEES 900099 390516 390516 THE BAKER MUSEUM 711300 137054 137054 18544268 3477442 3477442 1286333 849099 437234 437234 437234 16890597 10000 13773931 12787 3116666 -2787 3113879 3113879 74394 1711697 292827 -218433 -218433 872077 348032 524045 156895 367150 PROGRAM ADVERTISING 541800 438524 438524 HALL RENTAL 900099 380448 380448 MISCELLANEOUS INCOME 900099 100319 100319 919291 41970006 18544268 975867 7277591 X 37000 37000 2258685 896682 849556 512447 14645013 11999278 2184108 461627 421531 386205 28327 6999 1439162 1203523 167394 68245 1070117 878546 136319 55252 476284 100619 375132 533 109387 23109 86156 122 10701894 7947560 2750609 3725 1353411 814247 447028 92136 278768 187351 44088 47329 510427 226085 271398 12944 1408625 1237849 164749 6027 1315010 1188766 118125 8119 63755 63755 44832 44832 2766455 1131624 1634831 975331 912911 62420 RECEPTIONS 730077 681861 48216 CREDIT CARD FEES 528912 528912 EXHIBIT COSTS 507894 474351 33543 PRINTING 351388 328181 23207 382547 357137 25410 42376505 31605552 9365072 1405881 6850 6850 11526032 12272946 8927975 6466870 368784 212643 98456 87262 1638901 1539591 102236398 47119363 54696617 55117035 177675789 197342911 1379854 952530 256319258 273998638 4580436 3889557 8537108 9069637 195307 157710 393499 499986 13706350 13616890 X 75486154 76948529 167126754 183433219 242612908 260381748 256319258 273998638 -406499 18175339 0 X 0 1 X 1 0 X 18893023 23529245 22516022 12879113 15172280 92989683 18893023 23529245 22516022 12879113 15172280 92989683 9862733 83126950 2598635 2536628 3710891 5358239 4763775 18968168 28858 34445 240600 130630 100319 534852 112492703 67762412 0.73900 0.74700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 28,858. 2021 AMOUNT: $ 34,445. 2022 AMOUNT: $ 240,600. 2023 AMOUNT: $ 130,630. 2024 AMOUNT: $ 100,319. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 153818686 5952000 21560653 6352191 174979148 123640882 11434000 24609147 5865343 153818686 111366643 1009858 16839206 5574825 123640882 130606503 1690747 -15644642 5285965 111366643 102813008 623203 32122845 4952553 130606503 0.00000 0.53647 0.46352 0 0 5412922 5412922 79269440 36903005 42366435 739531 307923 431608 14894740 9273343 5621397 1919765 635092 1284673 55117035 RENTAL DEPOSITS 143697 GIFT CERTIFICATES 304725 OTHER LIABILITIES 51564 499986 X 61635000 18175339 1489958 19665297 41969703 303 303 41970006 43868000 1489958 1489958 42378042 -1537 -1537 42376505 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. GALA 1786091 1711697 74394 44394 30000 218433 1786091 1711697 74394 44394 30000 218433 292827 -218433 1 SCHOLARSHIPS YOUTH ORCHESTRA 9 32500 N/A N/A SCHOLARSHIPS STUDENT EXHIBIT AND PHOTOGRAPHY 7 4500 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 CEO AND PRESIDENT 619399 0 420000 0 0 0 120505 0 10201 0 1170105 0 300000 0 PERRE EDWARDS CHIEF FINANCIAL OFFICER & TREASURER 284311 0 50000 0 19183 0 66957 0 31867 0 452318 0 0 0 DAVID FILNER EXEC. VICE PRESIDENT OF OPERATIONS 272623 0 50000 0 24663 0 70666 0 33945 0 451897 0 0 0 ALICE VAN ARSDALE VICE PRESIDENT OF DEVELOPMENT 198232 0 25000 0 0 0 13473 0 7040 0 243745 0 0 0 COURTNEY MCNEIL MUSEUM DIRECTOR AND CHIEF CURATOR 183033 0 15000 0 0 0 12279 0 21359 0 231671 0 0 0 ZACHARY DEPUE CONCERTMASTER 181485 0 0 0 0 0 3638 0 6651 0 191774 0 0 0 DEBRA STEHR MUSICIAN 53999 0 104500 0 0 0 8555 0 10044 0 177098 0 0 0 JACKIE LANE CREATIVE SERVICES DIRECTOR 129644 0 0 0 14910 0 8120 0 16789 0 169463 0 0 0 MARGARET THORNE CONTROLLER 118560 0 0 0 9526 0 8338 0 31507 0 167931 0 0 0 ALEX PENA FACILITIES DIRECTOR 119057 0 0 0 9112 0 8049 0 19870 0 156088 0 0 0 PART I, LINE 1A CEO AND PRESIDENT, AS PART OF CONTRACT, HAS TWO CLUB MEMBERSHIPS FOR COMPANY USE. PART I, LINE 1B THERE IS NO PERSONAL USE OF THE MEMBERSHIP, ONLY BUSINESS RELATED PART I, LINE 3 THE BOARD USES FW COOK TO COMPLETE THE CEO STUDY AS WELL AS SENIOR LEADERSHIP STUDY, EVERY TWO YEARS. THE NEXT STUDY IS THE FALL OF 2025 TO BE IMPLEMENTED JANUARY 2026. PART I, LINE 4A NAME: DEBRA STEHR, DESCRIPTION: SEVERANCE/RETIREMENT, CURRENT YEAR AMOUNT: $104,500 PLAN DESCRIPTION: SEVERANCE/RETIREMENT PART I, LINE 7 ANNUAL BONUS PROCESS AND AMOUNTS, APPROVED BY COMPENSATION COMMITTEE X 7 0 X 27 949713 STOCK MARKET PRICE X AUCTION ITEMS 5 3750 DONOR VALUE 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. SCHEDULE M, PART I COLUMN B FOR LINE 1 - THE NUMBER OF ITEMS RECEIVED. FOR LINES 9 AND 25 - THE NUMBER OF CONTRIBUTIONS 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 CHAMBER MUSIC AND SYPERT SALON SERIES OFFERED INTIMATE CHAMBER PERFORMANCES, WHILE OTHER COLLABORATIONS INCLUDED MIAMI CITY BALLET AND COMPLEXIONS CONTEMPORARY BALLET ACCOMPANIED BY THE NAPLES PHILHARMONIC. THE BROADWAY SERIES BROUGHT FIVE TOURING PRODUCTIONS TO NAPLES: SOME LIKE IT HOT, MAMMA MIA!, THE CHER SHOW, MJ AND PRETTY WOMAN: THE MUSICAL. THE VISITING ORCHESTRAS SERIES WELCOMED THE ROYAL CONCERTGEBOUW ORCHESTRA UNDER KLAUS MKEL, THE CHICAGO SYMPHONY ORCHESTRA UNDER RICCARDO MUTI AND THE LONDON SYMPHONY ORCHESTRA LED BY SIR ANTONIO PAPPANO. ARTIS-NAPLES ALSO PRESENTS THE NAPLES INTERNATIONAL FILM FESTIVAL (NIFF) AS PART OF ITS MULTIDISCIPLINARY MISSION. NIFF CELEBRATED ITS 16TH ANNIVERSARY IN OCTOBER 2024. ARTIS-NAPLES OFFERS MANY OPPORTUNITIES FOR BOTH NOVICE AND SEASONED CULTURAL PATRONS TO ENGAGE WITH THE ARTS. UNDER THE GUIDANCE OF CEO AND PRESIDENT KATHLEEN VAN BERGEN AND ARTISTIC AND MUSIC DIRECTOR ALEXANDER SHELLEY, THIS INCLUSIVE APPROACH RANGES FROM SINGLE PERFORMANCES TO SEASON-LONG MULTIDISCIPLINARY EXPERIENCES AND EXHIBITIONS, OFTEN UNITED BY A SINGULAR THEME OR IDEA. FROM CLASSICAL MUSIC, POPS, CHAMBER MUSIC, JAZZ, BALLET AND BROADWAY MUSICALS TO EXHIBITIONS, EDUCATIONAL LECTURES, MASTER CLASSES AND SOCIAL EVENTS, ARTIS-NAPLES CREATES AND PRESENTS A WIDE ARRAY OF OFFERINGS AND GENRES. DURING THE 202425 SEASON, ARTIS-NAPLES CONTINUED TO PROVIDE ROBUST EDUCATION AND COMMUNITY ACTIVITIES FOR STUDENTS OF ALL AGES. THOUSANDS OF COLLIER COUNTY PUBLIC SCHOOL STUDENTS EXPERIENCED THE ARTS THROUGH NAPLES PHILHARMONIC PERFORMANCES IN HAYES HALL AND THROUGH CLASSROOM VISITS BY ARTIS-NAPLES TEACHING ARTISTS. THE FRIENDS OF ARTIS-NAPLES, COMPRISED OF MORE THAN 3,500 DONOR HOUSEHOLDS, ALSO ENRICHED THE SEASON WITH ACTIVITIES, TRAVEL EXPERIENCES AND EVENTS THAT DEEPENED PATRONS' CONNECTION WITH THE VISUAL AND PERFORMING ARTS. THE CULTURAL CAMPUS WELCOMES HUNDREDS OF THOUSANDS OF VISITORS EACH YEAR AND COMPRISES TWO PERFORMANCE VENUES (FRANCES PEW HAYES HALL AND MYRA J. DANIELS PAVILION), THE BAKER MUSEUM, THE TONI STABILE EDUCATION BUILDING AND THE KOHAN ADMINISTRATION BUILDING. THE ARTIS-NAPLES BOARD OF DIRECTORS, COMPOSED OF MORE THAN 35 PHILANTHROPISTS AND COMMUNITY LEADERS WHO OVERSEE THE ORGANIZATION'S GOVERNANCE AND FIDUCIARY RESPONSIBILITIES, WELCOMED FOUR NEW MEMBERS IN 2024, FURTHER STRENGTHENING ITS LEADERSHIP. 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 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. 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. PHIL LLC 5551 RIDGEWOOD DRIVE NAPLES FL 34108 593739460 LESSOR OF COMMERCIAL PROPERTY FL 1286333 3148222 ARTIS-NAPLES INC