2024-05-15T11:03:28-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 1350 S BOULDER AVE SUITE 800 TULSA OK 74119 990 2022-07-01 730579279 THE PHILBROOK MUSEUM OF ART INC PHIL 9187485326 PO BOX 52510 TULSA OK 741520510 JUSTIN GRANGE CFO 9187497941 2024-05-14 1 JUSTIN GRANGE 999009999 0 JUSTIN A MOORE CPA P00420306 9186280500 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JUSTIN GRANGE 2727 S ROCKFORD ROAD TULSA OK 74114 19942325 0 X WWW.PHILBROOK.ORG X 1939 OK ART MUSEUM COMPLEX: HISTORIC HOUSE, ART COLLECTIONS, GALLERIES, FORMAL GARDENS 61 60 183 96 0 0 4889377 15039282 1169104 1744627 3786411 1742301 1009349 854150 10854241 19380360 0 0 0 0 5172842 6073505 0 0 1082739 3007156 3945735 8179998 10019240 2674243 9361120 69878004 82251425 2809248 2506119 67068756 79745306 MAKE A CREATIVE AND CONNECTED COMMUNITY THROUGH ART AND GARDENS TO BE CENTRAL TO THE LIVES OF OUR COMMUNITY AS A PLACE FOR LEARNING, INSPIRATION, FUN. THROUGH BOLD ACTION AND STRATEGIC INVESTMENT, CREATE A SPACE FOR NEW IDEAS, DIVERSE PERSPECTIVES, AND SOCIAL CONNECTION. 0 0 2785526 1576697 MUSEUM OPERATIONS: MAINTAIN THE FACILITY FOR PUBLIC VIEWING OF ART COLLECTIONS. THE MUSEUM'S HISTORIC STRUCTURES AND STATE-OF-THE-ART FACILITIES PROVIDE A UNIQUE PLATFORM OF EXPERIENCE FOR OUR VISITORS. OUR EFFORTS ALSO PRESERVE AN IMPORTANT ELEMENT OF TULSA'S HISTORY WHILE SERVING AS A DEFINING RESOURCE FOR OUR COMMUNITY AND REGION. 2414284 21288 EXHIBITS AND PERMANENT ART COLLECTION MAINTENANCE: ENSURE THE QUALITY OF PERMANENT ART COLLECTIONS AND PROVIDE SPECIAL TOURING EXHIBITS AND PROGRAMS TO ENHANCE ART APPRECIATION. THE MUSEUM'S PERMANENT COLLECTION OFFERS VISITORS A BROAD VIEW OF MAJOR ART MOVEMENTS IN WESTERN CIVILIZATION, AS WELL AS SUPERB EXAMPLES OF NON-WESTERN AESTHETIC EXPRESSION. IN ADDITION, THE MUSEUM PROVIDES APPROXIMATELY 8 SPECIAL/TEMPORARY EXHIBITIONS ANNUALLY. THESE EXHIBITIONS STRIVE TO PRESENT THE FINEST EXAMPLES OF ARTISTIC ACHIEVEMENT AVAILABLE WHILE PROVIDING A FOIL OR COMPLEMENT TO THE WORKS ON SEMI-PERMANENT DISPLAY WITHIN OUR GALLERIES. IN FY2023, 174,052 PEOPLE VISITED THE MUSEUM. 1074012 78061 EDUCATION: INCREASE PUBLIC KNOWLEDGE OF ART THROUGH EDUCATIONAL PROGRAMMING. INCREASING THE RELEVANCE OF THE VISUAL ARTS WITHIN THE DAILY LIVES OF OUR VISITORS IS ONE OF THE MUSEUM'S KEY OBJECTIVES. OUR EDUCATIONAL EFFORTS FOCUS ON ENGAGING AN EXPANDING AUDIENCE WITH THE BEAUTY, CHALLENGES, HISTORIES, AND INSPIRATION OF A COMPLEX CULTURE AND ITS VISUAL EXPRESSION. VARIOUS PROGRAMS ARE AVAILABLE FOR ADULTS, CHILDREN, AND FAMILIES INCLUDING ART CLASSES, LECTURES, INTERACTIVE PROGRAMMING, AND SELF-GUIDED ART ACTIVITIES. THERE IS ALSO AN ACTIVE DOCENT PROGRAM. 903199 540528 903199 540528 7177021 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 1 82 0 1 183 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 61 60 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X JUSTIN GRANGE CFO 9187485326 2727 S ROCKFORD ROAD TULSA OK 74114 ADRIENNE BARNETT DIRECTOR 0.25 X 0 0 0 ALAN JOHANNSEN DIRECTOR 0.25 X 0 0 0 ANN SHANNON CASSIDY DIRECTOR 0.25 X 0 0 0 BARBARA HEYMAN DIRECTOR 0.25 X 0 0 0 BILL KNIGHT DIRECTOR 0.25 X 0 0 0 BILL THOMAS DIRECTOR 0.25 X 0 0 0 BRENDA BERRY DIRECTOR 0.25 X 0 0 0 CHIEF GEOFFREY STANDING BEAR DIRECTOR 0.25 X 0 0 0 CHRISTOPHER MURPHY DIRECTOR 0.25 X 0 0 0 DEVON CHATLEY DIRECTOR 0.25 X 0 0 0 DR JONATHAN ANTHONY DIRECTOR 0.25 X 0 0 0 ERIN DONOVAN DIRECTOR 0.25 X 0 0 0 FRAUKE PETERSEN AUDIT CHAIR 0.25 X 0 0 0 GAYLE EBY DIRECTOR 0.25 X 0 0 0 GENTNER DRUMMOND DIRECTOR 0.25 X 0 0 0 GREGORY HOLT DIRECTOR 0.25 X 0 0 0 HAL ALLEN DIRECTOR 0.25 X 0 0 0 HOWARD BARNETT JR DIRECTOR 0.25 X 0 0 0 JAMIE ZINK DIRECTOR 0.25 X 0 0 0 JEANNINE IRWIN DIRECTOR 0.25 X 0 0 0 JESSIE GUARDIOLA DIRECTOR 0.25 X 0 0 0 JOHN HEWITT DIRECTOR 0.25 X 0 0 0 JOSEPH CRAFT IV CHAIR-ELECT 0.25 X X 0 0 0 JULIE PUCKETT DIRECTOR 0.25 X 0 0 0 KELLEY WEIL DIRECTOR 0.25 X 0 0 0 KIMBERLY JOHNSON DIRECTOR 0.25 X 0 0 0 KUMA ROBERTS DIRECTOR 0.25 X 0 0 0 LANE HARTSHORN DIRECTOR 0.25 X 0 0 0 LARRY LEE DIRECTOR 0.25 X 0 0 0 LARRY ROONEY DIRECTOR 0.25 X 0 0 0 LAURA COLGAN DIRECTOR 0.25 X 0 0 0 MARCIA MACLEOD CHAIRMAN 0.25 X X 0 0 0 MATT KLIMISCH DIRECTOR 0.25 X 0 0 0 MICHAEL FEAMSTER DIRECTOR 0.25 X 0 0 0 MITCH ADWON DIRECTOR 0.25 X 0 0 0 MOISES ECHEVERRIA DIRECTOR 0.25 X 0 0 0 MONICA WILLIFORD DIRECTOR 0.25 X 0 0 0 PAT GORDON DIRECTOR 0.25 X 0 0 0 PATRICIA CHERNICKY DIRECTOR 0.25 X 0 0 0 PETER WALTER DIRECTOR 0.25 X 0 0 0 QURAYSH LANSANA DIRECTOR 0.25 X 0 0 0 R CASEY COOPER DIRECTOR 0.25 X 0 0 0 ROBERT LORTON JR DIRECTOR 0.25 X 0 0 0 ROBERT PETERSON DIRECTOR 0.25 X 0 0 0 ROBYN EWING DIRECTOR 0.25 X 0 0 0 ROXANA LORTON DIRECTOR 0.25 X 0 0 0 SAMUEL COMBS III DIRECTOR 0.25 X 0 0 0 SARAH BUCHAN DIRECTOR 0.25 X 0 0 0 SCOTT STULEN CEO/PRESIDENT 35.00 X X 457250 0 19490 SCOTT VAUGHN FINANCE CHAIR 0.25 X X 0 0 0 SEAN ALEXANDER DIRECTOR 0.25 X 0 0 0 SHANNON O'DOHERTY DIRECTOR 0.25 X 0 0 0 SHELBY BEIL DIRECTOR 0.25 X 0 0 0 SHERI STINSON DIRECTOR 0.25 X 0 0 0 STEPHEN HEYMAN DIRECTOR 0.25 X 0 0 0 STEVE MITCHELL DIRECTOR 0.25 X 0 0 0 SUEANN ALEXANDER DIRECTOR 0.25 X 0 0 0 SUSAN THOMAS DIRECTOR 0.25 X 0 0 0 SUZANNE WARREN DIRECTOR 0.25 X 0 0 0 THERESA COLLINS DIRECTOR 0.25 X 0 0 0 W CARLISLE MABREY III DIRECTOR 0.25 X 0 0 0 PAUL NELSON COO 35.00 X 143418 0 3769 MEGAN NESBIT DEPUTY DIRECTOR 35.00 X 134762 0 11545 RACHEL KEITH DEPUTY DIRECTOR 35.00 X 119389 0 23350 854819 0 58154 4 0 1 0 GITWIT 301 E ARCHER ST TULSA OK 74120 DIGITAL MARKETING 102000 1 412651 816840 219662 13590129 609925 15039282 MUSEUM ADMISSIONS 900099 1048153 1048153 MUSEUM SERVICES 900099 386319 386319 MUSEUM OTHER 900099 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50000 2809248 2506119 X 26236652 31898648 40832104 47846658 67068756 79745306 69878004 82251425 X 9361120 3804009 415 -488994 X X 0 1 X 1 0 X 3955566 5057378 2930171 4889377 15039282 31871774 3955566 5057378 2930171 4889377 15039282 31871774 10158569 21713205 2314785 1185013 4221955 3794721 1372699 12889173 44760947 12889173 0.48510 0.61330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 41692015 3850254 2867421 147382 42527466 48423772 -4422526 2144513 164718 41692015 38618973 11327279 1404943 117537 48423772 39940806 12801 787152 2000240 121546 38618973 39104767 1013916 2069164 2028893 218148 39940806 0.06000 0.71000 0.23000 1 0 2412477 2412477 15927444 13556830 2370614 3922930 3244711 678219 6981276 3332169 3649107 9110417 HEDGE FUNDS AND OTHER INVESTMENTS 5860756 C 5860756 23098096 3804009 61109 3865118 19232978 147382 147382 19380360 10421961 550103 550103 9871858 147382 147382 10019240 PART V, LINE 4: ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE PERMANENT SOURCE OF INCOME FOR USE BY THE ORGANIZATION. QUASI-ENDOWMENT FUNDS PROVIDE UNRESTRICTED FUNDING TO PHILBROOK ON AN ANNUAL BASIS, AS WELL AS CONSERVATION AND ACCESSIONS. DONOR RESTRICTED ENDOWMENT FUNDS ARE HELD FOR GENERAL OPERATIONS, GROUND MAINTENANCE, ART ACQUISITION AND OTHER PROGRAMS. THE PRINCIPAL IS INVESTED AND KEPT INTACT IN PERPETUITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICAL INTEREST IN ASSETS HELD BY OTHERS PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: COLLECTION ITEMS PURCHASED NOT CAPITALIZED PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES SCHEDULE D, PARTIII, LINE 1A: WORKS OF ART IN PHILBROOK'S COLLECTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF ARTWORKS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF A DONOR MAKES A CONTRIBUTION INTENDED TO FUND A SUBSEQUENT PURCHASE OF ARTWORK. CONTRIBUTIONS OF WORKS OF ART ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. WINE EXPERIENCE 841000 753500 87500 18888 919 2499 FESTIVAL 293529 -1588 295117 3045 76124 15194 3 235899 64928 170971 18799 16005 19912 1370428 816840 553588 40732 93048 37605 171385 382203 X X X 0 0 0 1 0 0 0 0 0 SCOTT STULEN CEO/PRESIDENT 457250 0 0 0 0 0 0 0 19490 0 476740 0 0 0 FRAUKE PETERSON TRUSTEE AND AUDIT CHAIR 52300 EFFECTIVE MARCH 13, 2020, PHILBROOK ENGAGED LUXA ENTERPRISES TO PROVIDE HUMAN RESOURCES AND PAYROLL SERVICES. THE CEO AND MANAGING PARTNER OF LUXA IS FRAUKE PETERSON. MS. PETERSON IS A PHILBROOK TRUSTEE AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. 0 X 69 499500 APPRAISAL 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS FOR WORKS OF ART CONTRIBUTED. PART I, LINE 33: THE ORGANIZATION HAS NOT INCLUDED ANY REVENUE FOR DONATED WORKS OF ART OR HISTORICAL TREASURES IN PART VIII, LINE 1G. IN ACCORDANCE WITH ITS ELECTION NOT TO REPORT REVENUES OR ASSETS UPON RECEIPT OF CONTRIBUTIONS OF WORKS OF ART AND HISTORICAL TREASURES UNDER ASU 958, NO REVENUE OR ASSETS WERE INCLUDED ON THE 990 FOR THESE CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 BILL THOMAS, DIRECTOR AND SUSAN THOMAS, DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 2 SEAN ALEXANDER, DIRECTOR AND SUEANN ALEXANDER, DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN HEYMAN, DIRECTOR AND BARBARA, DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 2 HOWARD BARNETT, DIRECTOR AND ADRIENNE BARNETT, DIRECTOR ARE FATHER AND DAUGHTER. FORM 990, PART VI, SECTION A, LINE 2 ROBERT LORTON JR., DIRECTOR AND ROXANA LORTON, DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PAID MEMBERSHIPS AT LEVELS FROM $65-$10,000 PER YEAR. FORM 990, PART VI, SECTION A, LINE 7A ONE-THIRD OF TRUSTEES ARE ELECTED EACH YEAR BY MEMBERSHIP AT THE ANNUAL MEETING FOR A 3-YEAR TERM. THERE MAY BE SPECIAL ELECTIONS TO FILL AN OPEN POSITION WHEN A TRUSTEE HAS RESIGNED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BY AN E-MAIL NOTICE AND LINK TO THE ELECTRONIC COPY. THE AUDIT COMMITTEE (SUB-COMMITEE OF THE BOARD), COMPRISED OF MEMBERS FROM THE BOARD OF DIRECTORS, MEETS WITH THE MUSEUM STAFF AND OUTSIDE TAX PREPARERS FOR REVIEW AND APPROVAL BEFORE FINALIZING AND FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S THIRD PARTY HUMAN RESOURCES PROVIDER REVIEWS JOB DESCRIPTIONS, ASSIGNS GRADES TO POSITIONS, AND ASSIGNS PAY RANGES TO GRADES BASED ON COMPARABLE DATA. THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REGULARLY REVIEWS THE COMPENSATION AND PERFORMANCE OF THE ORGANIZATION'S CEO, GENERAL SALARY LEVELS AND OVERALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY OTHERS 61,109. ART ACQUISITIONS -550,103. PART XII, LINE 2C NO CHANGES HAVE OCCURED TO THE PROCESS OF REVIEWING AUDITED FINANCIAL STATEMENTS DURING THE CURRENT FISCAL YEAR. LA VILLA RESTAURANT INC 2727 S ROCKFORD ROAD TULSA OK 74114 731447505 HOLDS A MASTER LEASE OK N/A