Artis-Naples INC: FY2021 Nonprofit Profile & Form 990 (EIN 59-2322926)

Kathleen Van Bergen’s $734K as President & CEO is at the 93rd percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2021
Kathleen Van Bergen	$733,777	$684,602	$439,599
David Filner	$306,286	$425,638	$221,298
Perre Edwards	$318,311	$301,849	$219,749
Alice Van Arsdale	$204,673	$168,584	—
Courtney McNeil	$169,104	$168,524	—
Melanie Kalnins	—	$165,715	—
Ellen Tomasiewicz	$152,495	—	—
Glenn Basham	—	$149,651	$108,900

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Artis-Naples INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

The mission statement is not provided.

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3 programs · $12.3M · in their own filed words · FY2020

01

Please refer to schedule o for details regarding the naples philharmonic.

$4.9Mprogram expense

02

Please refer to schedule o for details regarding the baker museum.

$4.1Mprogram expense

03

Please refer to schedule o for details regarding artis-naples presenting and education activities.

$3.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

T Rowe Price Program for Charitable Giving INCFY2025$252K

The Council for Canadian American Relations INCFY2025$155K

Dougherty Family FoundationFY2025$50K

The Ayco Charitable FoundationFY2025$28K

John and Cindy Family FoundationFY2025$25K

Annie and Mark Bates Foundation INCFY2025$25K

Suncoast Credit Union FoundationFY2025$20K

Joanne Andjohn Dallepezze FoundationFY2025$3K

Total grants receivedfrom 13 funders$569K

See all 13 funders →

Grants paid · 5 grants · $110K · 2020–2023

Unitemized GrantFY2023$42,500

Unitemized GrantFY2023$1,500

Unitemized GrantFY2023$1,000

Unitemized GrantFY2022$39,000

Unitemized GrantFY2020$26,000

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$25.1M

Ln 12

Gifts and grantsLn 1h$18.9M

Investment incomeLn 3$4.1M

Fees for servicesLn 2g$1.3M

Money outPt IX

$17.5M

Ln 25

Programscol B$12.3M

Managementcol C$4.6M

Fundraisingcol D$592K

Owns and owesPt X

$207.9M

net assets · Ln 32

Cash and savingsLn 1–2$11.3M

Total assetsLn 16$225.8M

LiabilitiesLn 26$17.9M

PeoplePt VI, VII

43

listed · VII A

PaidVII A9

Voting boardVI 1a35

IndependentVI 1b34

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$18.9M

Government grantsLn 1e$4.1M

Noncash giftsLn 1g$2.5M

Fees for servicesLn 2g$1.3M

Investment incomeLn 3$4.1M

Other incomeLn 4–11$853K

Gains on assetsLn 7$2.5M

Total revenueLn 12$25.1M

Assets in detailPt X, end of year

CashLn 1$5K

SavingsLn 2$11.3M

Cash and savings togetherLn 1–2$11.3M

InvestmentsLn 11–13$140.2M

Land, buildings, equipmentLn 10c$58.7M

Other assetsLn 15$1.9M

Total assetsLn 16$225.8M

LiabilitiesLn 26$17.9M

Net assetsLn 32$207.9M

OperationsPt I, VI

EmployeesI 5369

VolunteersI 650

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Abroad and in kindSch F, M

Noncash gifts receivedSch M Pt I$2.5M

EndowmentSch D · Pt V

Line	FY21	FY20	FY19	FY18	FY17
End of yearLn 1g	$130.6M	$102.8M	$102.9M	$96.8M	$84.3M
Given inLn 1b	$623K	$858K	$3.5M	$6.4M	$15.3M
SpentLn 1d–1f	$5.0M	$4.8M	$4.2M	$3.5M	$3.0M

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$7.4M	$11.3M
InvestmentsLn 11–13	$110.1M	$140.2M
Land, buildings, equipmentLn 10c	$59.7M	$58.7M
Total assetsLn 16	$195.6M	$225.8M
LiabilitiesLn 26	$24.6M	$17.9M
Net assetsLn 32	$171.0M	$207.9M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$26K	$26K
Pay of current officers, directors and key staffLn 5	$1.1M	$456K	$439K	$167K
Other salaries and wagesLn 7	$6.7M	$4.6M	$1.8M	$249K
Pension plan contributionsLn 8	$145K	$111K	$33K	$796
Other employee benefitsLn 9	$1.4M	$950K	$399K	$28K
Payroll taxesLn 10	$535K	$357K	$158K	$20K
Legal feesLn 11b	$136K	$5K	$131K
Accounting feesLn 11c	$74K		$74K
Investment management feesLn 11f	$2K		$2K
Other fees for servicesLn 11g	$573K	$335K	$158K	$81K
Advertising and promotionLn 12	$52K	$50K	$2K
Office expensesLn 13	$560K	$267K	$281K	$13K
Information technologyLn 14	$364K	$262K	$102K
RoyaltiesLn 15	−$55K	−$55K
OccupancyLn 16	$532K	$189K	$343K
TravelLn 17	$88K	$87K	$694	$293
Conferences, conventions and meetingsLn 19	$18K	$7K	$11K	$815
InterestLn 20	$3K	$154	$3K
Depreciation, depletion and amortizationLn 22	$2.2M	$2.2M
InsuranceLn 23	$655K	$298K	$357K
Other expenses (24a–d)Ln 24	$2.2M	$2.1M	$46K	$28K
All other expensesLn 24e	$296K	$94K	$198K	$4K
Total functional expensesLn 25	$17.5M	$12.3M	$4.6M	$592K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Nov 13, 2025	$42.0M	$42.4M	−$406K	$260.4M	990 PDF
FY2024Filed with the IRS Oct 30, 2024	$36.9M	$39.4M	−$2.5M	$242.6M	990 PDF
FY2023Filed with the IRS Nov 7, 2023	$43.1M	$36.1M	$7.0M	$221.0M	990 PDF
FY2022	Not on file
FY2021 ViewingFiled with the IRS Nov 10, 2021	$25.1M	$17.5M	$7.7M	$207.9M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $25,147,348 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $14,029,336$18,893,023

I-9 Program service revenuePrior year $14,364,044$1,337,428

I-10 Investment incomePrior year $7,572,215$4,064,268

I-11 Other revenuePrior year $942,292$852,629

I-12 Total revenuePrior year $36,907,887$25,147,348

I-13 Grants and similar amounts paidPrior year $16,000$26,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $15,423,552$9,781,818

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $15,701,416$7,654,006

I-18 Total expensesPrior year $31,140,968$17,461,824

I-19 Revenue less expensesPrior year $5,766,919$7,685,524

Part VI · Governance 34 of 35 board members independent, no flags

VI-1a Voting members of the governing body35

VI-1b Independent voting members34

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $25,147,348 across 10 lines filed

Lines not itemized here account for $300,613 of total revenue; see the IRS return.

VIII-1e Government grants$4,075,651

VIII-1f All other contributions, gifts and grants$14,817,372

VIII-1g Noncash contributions (included above)$2,549,584

VIII-1h Total contributions, gifts and grants$18,893,023

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,337,428$1,337,428

VIII-3 Investment incomeExcluded from tax $1,579,846$1,579,846

VIII-6 Net rental income or lossExcluded from tax $319,278$319,278

VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,484,422$2,484,422

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $203,890 · Excluded from tax $28,848$232,738

VIII-12 Total revenueRelated to mission $1,355,902 · Unrelated business $486,029 · Excluded from tax $4,412,394$25,147,348

Part IX · Statement of functional expenses $17,461,824 across 22 lines filed

IX-2 Grants to domestic individualsPrograms $26,000$26,000

IX-5 Pay of current officers, directors and key staffPrograms $456,460 · Management $439,012 · Fundraising $166,881$1,062,353

IX-7 Other salaries and wagesPrograms $4,576,673 · Management $1,837,890 · Fundraising $248,513$6,663,076

IX-8 Pension plan contributionsPrograms $111,452 · Management $32,673 · Fundraising $796$144,921

IX-9 Other employee benefitsPrograms $950,087 · Management $398,600 · Fundraising $27,889$1,376,576

IX-10 Payroll taxesPrograms $356,783 · Management $158,307 · Fundraising $19,802$534,892

IX-11b Legal feesPrograms $5,129 · Management $131,365$136,494

IX-11c Accounting feesManagement $73,802$73,802

IX-11f Investment management feesManagement $1,768$1,768

IX-11g Other fees for servicesPrograms $334,550 · Management $157,632 · Fundraising $81,226$573,408

IX-12 Advertising and promotionPrograms $50,305 · Management $1,725$52,030

IX-13 Office expensesPrograms $266,663 · Management $280,711 · Fundraising $13,055$560,429

IX-14 Information technologyPrograms $262,033 · Management $101,937$363,970

IX-15 RoyaltiesPrograms −$55,103−$55,103

IX-16 OccupancyPrograms $189,377 · Management $342,551$531,928

IX-17 TravelPrograms $86,855 · Management $694 · Fundraising $293$87,842

IX-19 Conferences, conventions and meetingsPrograms $6,627 · Management $10,622 · Fundraising $815$18,064

IX-20 InterestPrograms $154 · Management $3,260$3,414

IX-22 Depreciation, depletion and amortizationPrograms $2,160,885$2,160,885

IX-23 InsurancePrograms $298,111 · Management $356,638$654,749

IX-24 Other expenses (24a–d)Programs $2,119,475 · Management $46,272 · Fundraising $28,474$2,194,221

IX-24e All other expensesPrograms $93,829 · Management $197,927 · Fundraising $4,349$296,105

IX-25 Total functional expensesPrograms $12,296,345 · Management $4,573,386 · Fundraising $592,093$17,461,824

Part X · Balance sheet $225,783,351 assets, 19 lines filed

X-1 Cash, non-interest-bearingStart of year $3,400$4,960

X-2 Savings and temporary cash investmentsStart of year $7,388,370$11,286,357

X-3 Pledges and grants receivableStart of year $15,198,756$12,128,386

X-4 Accounts receivableStart of year $6,782$432,595

X-8 Inventories for sale or useStart of year $96,153$66,096

X-9 Prepaid expenses and deferred chargesStart of year $974,929$1,071,336

X-10c Land, buildings and equipment, netStart of year $59,720,946$58,694,970

X-11 Publicly traded securitiesStart of year $110,104,610$140,162,684

X-15 Other assetsStart of year $2,074,949$1,935,967

X-16 Total assetsStart of year $195,568,895$225,783,351

X-17 Accounts payable and accrued expensesStart of year $5,253,339$3,832,533

X-19 Deferred revenueStart of year $3,697,681$1,168,501

X-24 Unsecured notes and loans payableStart of year $48,552$73,808

X-25 Other liabilitiesStart of year $3,436,884$3,635,350

X-26 Total liabilitiesStart of year $24,561,246$17,875,178

X-27 Net assets without donor restrictionsStart of year $52,960,186$63,156,552

X-28 Net assets with donor restrictionsStart of year $118,047,463$144,751,621

X-32 Total net assets or fund balancesStart of year $171,007,649$207,908,173

X-33 Total liabilities and net assetsStart of year $195,568,895$225,783,351

Part XI · Reconciliation of net assets $207,908,173 net assets at year end

XI-1 Total revenue$25,147,348

XI-2 Total expenses$17,461,824

XI-3 Revenue less expenses$7,685,524

XI-4 Net assets at start of year$171,007,649

XI-5 Net unrealized gains (losses) on investments$29,215,000

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$207,908,173

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Artis-Naples INC FY2021 filing

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