Nonprofit · EIN 59-2322926
ARTIS-NAPLES INC
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $41,970,006 | $42,376,505 | -$406,499 | $273,998,638 | $13,616,890 | $260,381,748 |
| June 30, 2024 | 990 | $36,918,397 | $39,426,731 | -$2,508,334 | $256,319,258 | $13,706,350 | $242,612,908 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,172,280
- of which government grants
- $75,000
- Program service revenue
- $18,544,268
- Investment income
- $6,591,321
- Net rental income
- $437,234
- Net gain from sales of assets
- $3,113,879
- Net income from fundraising events
- -$218,433
- Net income from sales of inventory
- $524,045
- Other revenue
- $1,662,137
Expenses
- Grants and similar amounts paid
- $37,000
- Compensation of officers, directors and key employees
- $2,258,685
- Other salaries and wages
- $14,645,013
- Salaries, compensation and benefits (total)
- $19,834,508
- Professional fundraising fees
- $0
- Legal fees
- $476,284
- Accounting fees
- $109,387
- Occupancy
- $1,408,625
- Travel
- $1,315,010
- Depreciation
- $2,766,455
- Program services (functional)
- $31,605,552
- Management and general (functional)
- $9,365,072
- Fundraising (functional)
- $1,405,881
Balance sheet and other
- Total assets, start of year
- $256,319,258
- Total assets, end of year
- $273,998,638
- Total liabilities, end of year
- $13,616,890
- Net assets, end of year
- $260,381,748
- Land, buildings and equipment
- $55,117,035
- Publicly traded securities
- $197,342,911
- Net assets without donor restrictions
- $76,948,529
- Net assets with donor restrictions
- $183,433,219
- Gross unrelated business income
- $975,867
- Gross receipts
- $57,246,682
- Employees
- 439
- Volunteers
- 180
- Year formed
- 1983
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN VAN BERGEN | CEO AND PRESIDENT Trustee or director, Officer | 40 | $1,039,399 | $130,706 |
| PERRE EDWARDS | CHIEF FINANCIAL OFFICER & TREASURER Officer | 40 | $353,494 | $98,824 |
| DAVID FILNER | EXEC. VICE PRESIDENT OF OPERATIONS Key employee | 40 | $347,286 | $104,611 |
| ALICE VAN ARSDALE | VICE PRESIDENT OF DEVELOPMENT Key employee | 40 | $223,232 | $20,513 |
| COURTNEY MCNEIL | MUSEUM DIRECTOR AND CHIEF CURATOR Key employee | 40 | $198,033 | $33,638 |
| ZACHARY DEPUE | CONCERTMASTER Highest-paid employee | 40 | $181,485 | $10,289 |
| DEBRA STEHR | MUSICIAN Highest-paid employee | 40 | $158,499 | $18,599 |
| JACKIE LANE | CREATIVE SERVICES DIRECTOR Highest-paid employee | 40 | $144,554 | $24,909 |
| MARGARET THORNE | CONTROLLER Highest-paid employee | 40 | $128,086 | $39,845 |
| ALEX PENA | FACILITIES DIRECTOR Highest-paid employee | 40 | $128,169 | $27,919 |
| DIANNE SPONSELLER | SECRETARY OF THE BOARD Officer | 40 | $111,238 | $24,362 |
| HEIDI MILLER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| C MICHAEL ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY H BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| R KERRY CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
33 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER COOK | DIRECTOR Trustee or director | 1 | $0 |
| ANDY CUMMINS | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN S DELBRIDGE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL E DOUGHERTY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID R DROBIS | DIRECTOR Trustee or director | 1 | $0 |
| ALAN R EINHORN | DIRECTOR Trustee or director | 1 | $0 |
| JEANETTE MONTGOMERY EVERT | DIRECTOR Trustee or director | 1 | $0 |
| JOHN W FISHER III | DIRECTOR (THRU 10/24) Trustee or director | 1 | $0 |
| LINDA C FLEWELLING | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD G GALANTE | DIRECTOR Trustee or director | 1 | $0 |
| EVANGELINE R HAARLOW | DIRECTOR Trustee or director | 1 | $0 |
| JOYCE S HAGEN | DIRECTOR Trustee or director | 1 | $0 |
| KAREN HEITHOFF | DIRECTOR Trustee or director | 1 | $0 |
| JUDITH A ISTOCK | DIRECTOR Trustee or director | 1 | $0 |
| LOIS JULIBER | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN KNIGHT | DIRECTOR Trustee or director | 1 | $0 |
| MARY KOWARICK | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT KRUPKA | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA W LAMBERT | DIRECTOR Trustee or director | 1 | $0 |
| NED C LAUTENBACH | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS LING | DIRECTOR Trustee or director | 1 | $0 |
| LISA H LIPMAN | DIRECTOR Trustee or director | 1 | $0 |
| GERALD S LIPPES | DIRECTOR Trustee or director | 1 | $0 |
| GERRI MOLL | DIRECTOR Trustee or director | 1 | $0 |
| J LEO MONTGOMERY | DIRECTOR Trustee or director | 1 | $0 |
| ANNE D RUBIN | DIRECTOR Trustee or director | 1 | $0 |
| ARLENE LIDSKY SALOMON | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT G SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM SNYDER | DIRECTOR Trustee or director | 1 | $0 |
| SHELLY A STAYER | DIRECTOR Trustee or director | 1 | $0 |
| JOSEPH G TOMPKINS | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS M VANOORT | DIRECTOR Trustee or director | 1 | $0 |
| JERRY J WEYGANDT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN VAN BERGEN | PRESIDENT & CEO Trustee or director, Officer | 40 | $733,777 | $126,233 |
| PERRE EDWARDS | TREASURER & CFO Officer | 40 | $318,311 | $79,737 |
| DAVID FILNER | EVP ARTISTIC OPERATIONS Key employee | 40 | $306,286 | $80,797 |
| ALICE VAN ARSDALE | VICE PRES. OF DEVELOPMENT Key employee | 40 | $204,673 | $18,553 |
| COURTNEY MCNEIL | MUSEUM DIR. & CHIEF CURATO Key employee | 40 | $169,104 | $29,848 |
| ELLEN TOMASIEWICZ | MUSICIAN (THRU 06/23) Highest-paid employee | 1 | $152,495 | $5,651 |
| JACKIE LANE | CREATIVE SERVICES DIRECTOR Highest-paid employee | 40 | $133,100 | $24,178 |
| DANIELLE DALY | HR DIRECTOR (THRU 11/23) Highest-paid employee | 40 | $122,562 | $12,956 |
| BRIAN KILPATRICK THRU 0124 | CHIEF EXPERIENCE OFFICER Highest-paid employee | 40 | $129,700 | $5,348 |
| ZACHARY DEPUE | CONCERTMASTER Highest-paid employee | 40 | $125,737 | $6,715 |
| DIANNE SPONSELLER | SECRETARY OF THE BOARD Officer | 40 | $105,756 | $22,248 |
| HEIDI MILLER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| C MICHAEL ARMSTRONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAY H BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES R CAMPBELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| R KERRY CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROGER COOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN S DELBRIDGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL E DOUGHERTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID R DROBIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT T EDWARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN R EINHORN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANETTE MONTGOMERY EVERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN W FISHER III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA C FLEWELLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD G GALANTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVANGELINE R HAARLOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOYCE S HAGEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN HEITHOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDITH A ISTOCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LOIS JULIBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KOWARICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT KRUPKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA W LAMBERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NED C LAUTENBACH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS LING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA H LIPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERALD S LIPPES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERRI MOLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J LEO MONTGOMERY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN J REMONDI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM SNYDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY A STAYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH G TOMPKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS M VANOORT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERRY J WEYGANDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5833 PELICAN BAY BLVD, NAPLES, FL 34108-2740
- In care of
- % NORTHERN TRUST COMPANY TTEE
- Principal officer (990 for 2024)
- KATHLEEN VAN BERGEN, 5833 PELICAN BAY BLVD, NAPLES, FL 34108
- Signed the 990
- KATHLEEN VAN BERGEN, CEO AND PRESIDENT
- Phone
- (239) 597-1111
- Website
- HTTPS://ARTISNAPLES.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMPLETE MISSION STATEMENT.
Program accomplishments
- PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, PRESENTING AND EDUCATION SEASON.Expenses $14,002,370 · revenue $12,494,001
- PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, NAPLES PHILHARMONICExpenses $11,949,483 · grants $37,000 · revenue $5,910,569
- PLEASE REFER TO SCHEDULE O FOR DETAILS REGARDING ARTIS-NAPLES, THE BAKER MUSEUM.Expenses $5,653,699 · revenue $139,698
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2322926
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A610)
- Assets (IRS master file)
- $273,998,638
- Income (IRS master file)
- $57,246,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $41,970,006 | $42,376,505 | $273,998,638 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $36,918,397 | $39,426,731 | $256,319,258 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $43,110,802 | $36,072,145 | $233,896,941 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2322926).
Questions about ARTIS-NAPLES INC
- What is the EIN of ARTIS-NAPLES INC?
- The employer identification number (EIN) of ARTIS-NAPLES INC is 59-2322926.
- Is ARTIS-NAPLES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ARTIS-NAPLES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ARTIS-NAPLES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ARTIS-NAPLES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARTIS-NAPLES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ARTIS-NAPLES INC?
- The 990 for the year ended June 30, 2025 names KATHLEEN VAN BERGEN.
- Who are the officers and directors of ARTIS-NAPLES INC?
- The 990 for the year ended June 30, 2025 lists 48 people; 11 received compensation from the organization, the highest $1,039,399 (KATHLEEN VAN BERGEN, CEO AND PRESIDENT).
- How much revenue does ARTIS-NAPLES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $41,970,006, expenses of $42,376,505 and total assets of $273,998,638 at year end.
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