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Shell Museum and Educational Foundation INC FY2021 filing

Tax-deductible

Sanibel, FL501(c)(3)Arts & Culture EIN 59-2775992Revenue $2.5M in FY2021

On file with the IRSshellmuseum.org3075 Sanibel Captiva Rd, 33957-3111 · Sanibel, FLTax-exempt since Jul 1987Publicly supported charity — 170(b)(1)(A)(vi)

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To educate about shells through exhibits, Educational programs, library and publications; to further awareness of nature; to promote collection-based research with emphasis on southwest florida and the gulf of mexico.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
$128K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $943K a year · 34% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$128K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Plus $2.8M in investments, Pt X · Ln 11–13
Looks good: 10.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$478K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-2% vs prior year
Spent
$1.8M
To programs
60%
Net assets
$11.6M
By yearFY2020–FY2024
Revenue
$2.5M
FY2021▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.5M
FY2021$2.5M
FY2022$2.2M
FY2023$3.9M
FY2024$2.6M
Expenses
$1.8M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$2.1M
FY2023$1.4M
FY2024$1.9M
Net assets
$11.6M
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.2M
FY2021$11.6M
FY2022$11.3M
FY2023$13.9M
FY2024$14.7M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $1.1M Management & general 34% · $592K Fundraising 6% · $105K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $128K paid to officers and key staff.

Part VII, Section A · reportable compensation
Samuel Ankerson
Executive Di
$74,518Pt VII · Sec A
$37,500Pt VII · Sec A
Jose Leal PHD
Interim Exc
$15,711Pt VII · Sec A
$0Pt VII · Sec A
Scot Congress
President
$0Pt VII · Sec A
Gary Dyer
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Samuel Ankerson’s $106K as Executive Di is at the 38th percentile of top reported officer pay among 3924 $1–10M 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Samuel Ankerson$106,327$107,481$125,629$74,518—
Dorrie Hipschman————$99,045
Laura Shaffer———$37,500—
Jose Leal PHD———$15,711$28,691

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.

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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

Educates about shells and nature through exhibits, programs, and research.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2021
01

To educate about shells and mollusks, the shell-makers, through exhibits, educational programs, library services and publications. To further awareness of nature and the natural environment. To promote collection- based research on shells and mollusks with emphasis on southwest florida and the gulf of mexico.

$1.1Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
The Community Foundation of Macon CountyFY2025$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$852K
Other incomeLn 4–11$268K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.1M
Managementcol C$592K
Fundraisingcol D$105K
Owns and owesPt X
$11.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$12.1M
LiabilitiesLn 26$478K
PeoplePt VI, VII
12
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$852K
Government grantsLn 1e$39K
Noncash giftsLn 1g$500
Fundraising eventsLn 1c$48K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$230K
Other incomeLn 4–11$268K
Gains on assetsLn 7$170K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$1.5M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$7.4M
Total assetsLn 16$12.1M
LiabilitiesLn 26$478K
Net assetsLn 32$11.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 680
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.8M$1.5M
InvestmentsLn 11–13$1.9M$2.8M
Land, buildings, equipmentLn 10c$7.6M$7.4M
Total assetsLn 16$12.1M$12.1M
LiabilitiesLn 26$987K$478K
Net assetsLn 32$11.2M$11.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$83K$59K$19K$5K
Pension plan contributionsLn 8$6K$4K$1K$363
Other employee benefitsLn 9$60K$41K$15K$4K
Investment management feesLn 11f$28K$11K$15K$2K
Other fees for servicesLn 11g$713K$465K$203K$45K
Advertising and promotionLn 12$47K$16K$19K$12K
Office expensesLn 13$97K$42K$51K$5K
Information technologyLn 14$33K$17K$15K$2K
OccupancyLn 16$188K$78K$107K$3K
TravelLn 17$12K$9K$3K$458
InterestLn 20$36K$36K
Depreciation, depletion and amortizationLn 22$259K$174K$85K
InsuranceLn 23$15K$9K$5K$808
Other expenses (24a–d)Ln 24$158K$132K$26K
All other expensesLn 24e$27K$8K$19K$125
Total functional expensesLn 25$1.8M$1.1M$592K$105K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.6M$1.9M$648K$14.7M 990 PDF
FY2023 $3.9M$1.4M$2.5M$13.9M 990 PDF
FY2022 $2.2M$2.1M$164K$11.3M 990 PDF
FY2021 Viewing $2.5M$1.8M$697K$11.6M 990 PDF
FY2020 $2.5M$1.8M$690K$11.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,459,333 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,721,284$851,731
I-9 Program service revenuePrior year $600,342$1,109,470
I-10 Investment incomePrior year $25,155$229,744
I-11 Other revenuePrior year $156,845$268,388
I-12 Total revenuePrior year $2,503,626$2,459,333
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $961,981$148,604
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $852,133$1,613,788
I-18 Total expensesPrior year $1,814,114$1,762,392
I-19 Revenue less expensesPrior year $689,512$696,941
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $2,459,333 across 12 lines filed
Lines not itemized here account for $249,248 of total revenue; see the IRS return.
VIII-1b Membership dues$104,589
VIII-1c Fundraising events$47,513
VIII-1e Government grants$39,099
VIII-1f All other contributions, gifts and grants$660,530
VIII-1g Noncash contributions (included above)$500
VIII-1h Total contributions, gifts and grants$851,731
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,109,470$1,109,470
VIII-3 Investment incomeExcluded from tax $59,759$59,759
VIII-7 Net gain or loss on sales of assetsRelated to mission $169,985$169,985
VIII-8 Net income from fundraising eventsExcluded from tax −$801−$801
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,441 · Excluded from tax $1,500$19,941
VIII-12 Total revenueRelated to mission $1,547,144 · Excluded from tax $60,458$2,459,333
Part IX · Statement of functional expenses $1,762,392 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $59,161 · Management $19,176 · Fundraising $4,971$83,308
IX-8 Pension plan contributionsPrograms $3,930 · Management $1,413 · Fundraising $363$5,706
IX-9 Other employee benefitsPrograms $41,041 · Management $14,753 · Fundraising $3,796$59,590
IX-11f Investment management feesPrograms $11,116 · Management $15,208 · Fundraising $1,783$28,107
IX-11g Other fees for servicesPrograms $465,181 · Management $202,690 · Fundraising $45,129$713,000
IX-12 Advertising and promotionPrograms $16,367 · Management $18,706 · Fundraising $11,691$46,764
IX-13 Office expensesPrograms $41,531 · Management $50,653 · Fundraising $5,013$97,197
IX-14 Information technologyPrograms $16,574 · Management $14,670 · Fundraising $2,239$33,483
IX-16 OccupancyPrograms $77,911 · Management $107,461 · Fundraising $3,060$188,432
IX-17 TravelPrograms $8,627 · Management $2,824 · Fundraising $458$11,909
IX-20 InterestManagement $35,738$35,738
IX-22 Depreciation, depletion and amortizationPrograms $174,263 · Management $84,691$258,954
IX-23 InsurancePrograms $8,734 · Management $5,412 · Fundraising $808$14,954
IX-24 Other expenses (24a–d)Programs $132,196 · Fundraising $25,683$157,879
IX-24e All other expensesPrograms $8,451 · Management $18,795 · Fundraising $125$27,371
IX-25 Total functional expensesPrograms $1,065,083 · Management $592,190 · Fundraising $105,119$1,762,392
Part X · Balance sheet $12,123,775 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,820,721$1,486,042
X-3 Pledges and grants receivableStart of year $408,418$213,860
X-4 Accounts receivableStart of year $27,551$61,220
X-8 Inventories for sale or useStart of year $62,193$100,459
X-9 Prepaid expenses and deferred chargesStart of year $33,993$48,280
X-10c Land, buildings and equipment, netStart of year $7,550,552$7,372,952
X-11 Publicly traded securitiesStart of year $1,909,074$2,840,962
X-16 Total assetsStart of year $12,145,184$12,123,775
X-17 Accounts payable and accrued expensesStart of year $44,347$115,925
X-19 Deferred revenueStart of year $6,666$89,945
X-26 Total liabilitiesStart of year $986,513$478,120
X-27 Net assets without donor restrictionsStart of year $9,921,671$10,408,655
X-28 Net assets with donor restrictionsStart of year $1,237,000$1,237,000
X-32 Total net assets or fund balancesStart of year $11,158,671$11,645,655
X-33 Total liabilities and net assetsStart of year $12,145,184$12,123,775
Part XI · Reconciliation of net assets $11,645,655 net assets at year end
XI-1 Total revenue$2,459,333
XI-2 Total expenses$1,762,392
XI-3 Revenue less expenses$696,941
XI-4 Net assets at start of year$11,158,671
XI-5 Net unrealized gains (losses) on investments$120,475
XI-8 Prior period adjustments−$330,432
XI-10 Net assets at end of year$11,645,655

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

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