2023-02-03T12:05:41-06:00 2022-06-30 341667340 PACKER THOMAS 2815 WILMINGTON ROAD SUITE 2 NEW CASTLE PA 16105 990 2021-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2023-01-24 1 DR LOUIS ZONA 999009999 JOSEPH GABRIEL P00595382 7246572880 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 25649214 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 30 30 32 81 0 0 7304178 1710094 0 33733 3578014 3442545 329648 374790 11211840 5561162 0 0 0 0 1385276 1513123 0 0 223551 1675446 1680190 3060722 3193313 8151118 2367849 96941465 88830217 114406 212317 96827059 88617900 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 795712 52734 ART COLLECTIONS 874949 30635 ART EXHIBITS 222373 3098 EDUCATIONAL PROGRAMS 1893034 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 24 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X AMY KAUFMAN 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR MICHAEL SHULTZ PRESIDENT 1.00 X X 0 0 0 GARY BITONTE MD TRUSTEE 1.00 X 0 0 0 FRANKLIN S BENNETT TREASURER (THRU 9/2021) 1.00 X X 0 0 0 VINCENT BACON SECRETARY 1.00 X X 0 0 0 JUDGE CARLA J BALDWIN TRUSTEE 1.00 X 0 0 0 BOBBY BAKER TRUSTEE 1.00 X 0 0 0 DR DEE BANKS TRUSTEE 1.00 X 0 0 0 RON BARRON TRUSTEE 1.00 X 0 0 0 DAVID SHIREY PHD TRUSTEE 1.00 X 0 0 0 DR JOHN L DUNNE TRUSTEE (THRU 9/2021) 1.00 X 0 0 0 CONSTANTINE ECONOMUS MD TRUSTEE 1.00 X 0 0 0 THOMAS M HUMPHRIES TRUSTEE 1.00 X 0 0 0 ATTY CARL G JAMES TRUSTEE 1.00 X 0 0 0 ATTY NILS JOHNSON JR TRUSTEE 1.00 X 0 0 0 NICHOLAS KATZ TRUSTEE 1.00 X 0 0 0 DAVID J KOSTOLANSKY TRUSTEE (THRU 9/2021) 1.00 X 0 0 0 DOUGLAS M LUMSDEN JR TRUSTEE 1.00 X 0 0 0 CHARLES W MASTERS TRUSTEE 1.00 X 0 0 0 THOMAS MCNICKLE TRUSTEE 1.00 X 0 0 0 DR CONSUELO MENDEZ TRUSTEE 1.00 X 0 0 0 CHRIS MURANSKY TRUSTEE 1.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 X 0 0 0 JUDGE BENITA Y PEARSON TRUSTEE 1.00 X 0 0 0 MS CATHERINE W POWERS TRUSTEE (THRU 9/2021) 1.00 X 0 0 0 ROBERT SAVAGE TRUSTEE (THRU 9/2021) 1.00 X 0 0 0 MARK BROWN TRUSTEE (AS OF 9/2021) 1.00 X 0 0 0 JAMES P TRESSEL TRUSTEE 1.00 X 0 0 0 MRS FLORENCE WANG TRUSTEE 1.00 X 0 0 0 SCOTT ZOLDAN TRUSTEE 1.00 X 0 0 0 THOMAS J CAVALIER TREASURER (AS OF 9/2021) 1.00 X X 0 0 0 RYAN MARTINO TRUSTEE (AS OF 9/2021) 1.00 X 0 0 0 LARRY JONES TRUSTEE (AS OF 9/2021) 1.00 X 0 0 0 TED SCHMIDT VICE PRESIDENT (AS OF 9/2021) 1.00 X X 0 0 0 LEE SCHWEBEL TRUSTEE (AS OF 9/2021) 1.00 X 0 0 0 NORMA JEAN WRIGHT TRUSTEE (AS OF 9/2021) 1.00 X 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 40.00 X 215000 0 0 DR AMY KAUFMAN ACCOUNTING DIRECTOR 40.00 X 105218 0 28245 320218 0 28245 2 0 1 0 PNC 100 EAST FEDERAL ST STE 700 YOUNGSTOWN OH 44503 INVESTMENT MANAGEMENT 126626 1 28660 154379 1527055 4900 1710094 INSTRUCTIONAL/EXHIBIT FEES 900099 33733 33733 33733 1062403 1062403 4825 0 4825 4825 4825 22404903 20024761 2380142 2380142 2380142 62357 33259 29098 29098 67229 30032 37197 37197 EMPLOYEE RETENTION CREDIT 900099 292958 292958 WEBSITE AND EXECUTIVE OFFICE SALE 900099 8919 8919 MISCELLANEOUS REVENUE 900099 1793 1793 303670 5561162 86467 0 3764601 215000 107500 86000 21500 937967 468983 375187 93797 59148 29574 23659 5915 215731 107866 86292 21573 85277 42638 34111 8528 36816 11045 25771 52625 52625 242502 242502 71046 18667 52379 43527 6529 32645 4353 28800 27360 1440 351125 302176 33689 15260 6536 6536 531176 472747 58429 87968 79171 8797 PRINTING EXPENSE 66326 63010 3316 FREIGHT AND SHIPPING 50185 50185 EXHIBITS EXPENSE 49412 49412 PERMANENT COLLECTION EX 24713 24713 37433 24922 12511 3193313 1893034 1076728 223551 1456658 939355 1623043 2101373 42000 144729 189298 356398 14166 11731 82210 84654 18748366 11419276 6772087 7329090 60484611 51346090 26277392 26516797 96941465 88830217 102614 210246 11792 2071 114406 212317 X 84923224 78554363 11903835 10063537 96827059 88617900 96941465 88830217 2367849 -10577008 0 X X 0 1 X 1 0 X 1928478 1293402 1011731 3015253 1710094 8958958 1928478 1293402 1011731 3015253 1710094 8958958 2791365 6167593 863792 1116155 1149386 1002370 1067228 5198931 7458 26001 142514 175973 14333862 300612 0.43030 0.42150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2017 AMOUNT: $ 7,458. 2018 AMOUNT: $ 26,001. 2019 AMOUNT: $ 142,514. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 52625 0 0 52625 0 PART II-B, LINE 1: ENGAGED SERVICES OF A PROFESSIONAL LOBBYIST TO CALL ON AND MEET WITH STATE OF OHIO GOVERNMENT OFFICIALS, LEGISLATORS, AND THEIR STAFFS FOR THE PURPOSE OF INFORMING THEM OF THE BUTLER'S NEED FOR STATE FUNDING IN THE OHIO BUDGET FOR ARTS ORGANIZATIONS. 4900 26516797 X X X X 0 50092245 -7164889 682708 42244648 41627997 8963185 498937 50092245 42536894 -583802 325095 41627997 41199889 1373755 36750 42536894 39081742 2346882 228735 41199889 0.81723 0.18277 0 0 55000 55000 15497941 9551550 5946391 3195425 1867726 1327699 7329090 ART COLLECTION 26516797 26516797 -5195057 -10577008 -242502 -10819510 5624453 -63291 -63291 5561162 3014102 63291 63291 2950811 242502 242502 3193313 PART III, LINE 4: SINCE 1919, THE BUTLER INSTITUTE HAS BEEN COMMITTED TO THE PROMOTION AND CULTIVATION OF AESTHETIC VALUES BY COLLECTING AND EXHIBITING WORKS OF PROMINENT AMERICAN ARTISTS. THE MUSEUM'S HOLDINGS NOW NUMBER OVER 18,000 WORKS OF ART: PAINTINGS, WORKS ON PAPER, SCULPTURE, CERAMICS, PHOTOGRAPHS, AND PIECES IN SPECIAL COLLECTIONS. THE PERMANENT COLLECTION IS EXHIBITED IN HISTORICAL SEQUENCE THROUGHOUT THE NINE FIRST FLOOR GALLERIES OF THE INSTITUTE. THE SECOND FLOOR GALLERIES SURROUNDING BEECHER COURT ARE USED FOR SPECIAL EXHIBITIONS OF THE COLLECTION, BASED ON TOPICAL OR HISTORIC THEMES. THE MUSEUM'S ARCHIVAL DOCUMENTS REPRESENT PRIMARY SOURCE MATERIAL RELATING TO THE FOUNDING, ACQUISITION, AND GROWTH OF THE INSTITUTE'S COLLECTIONS. THESE PRIMARY SOURCE MATERIALS INCLUDE HOLOGRAPH LETTERS FROM ARTISTS, COLLECTORS, GALLERY OWNERS, AND THE STAFF OF THE BUTLER INSTITUTE OF AMERICAN ART. THE PERMANENT COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, AND THE HISTORIC STRUCTURE. ALL OBJECTS IN THE PERMANENT COLLECTION ARE ACCESSED AND FOLLOW ACCEPTED PRACTICES FOR ACQUISITION. ARTISTS' FILES CONSIST OF LETTERS, PHOTOGRAPHS, EXHIBITION RECORDS, PUBLICATION HISTORY AND PROVENANCE, AND RELATE TO SPECIFIC OBJECTS IN THE COLLECTION. THE ARCHIVE CONSISTS OF EXHIBITION CATALOGS, PUBLIC RELATIONS FILES, AND PRIMARY SOURCE MATERIAL RELATED TO THE CONSTRUCTION OF THE HISTORIC STRUCTURE. THE ARCHIVES ARE ACCESSIBLE TO MUSEUM STAFF ONLY. SELECTED ITEMS HAVE BEEN DIGITIZED FOR WEB AND KIOSK USE. THE COLLECTION IS DIRECTLY RELATED TO THE EDUCATIONAL PURPOSE OF THE MUSEUM. THE COLLECTION IS DISPLAYED FOR PUBLIC VIEWING AND IS DIRECTLY USED IN THE EDUCATIONAL PROGRAMS OFFERED BY THE MUSEUM'S EDUCATION DEPARTMENT. THE MUSEUM OFFERS SIGNIFICANT ACCESS TO THE COLLECTION FOR THE PUBLIC THROUGH REGULAR OPEN HOURS, A FREE ADMISSION POLICY, DETAILED MATERIAL DESCRIBING THE COLLECTION, AND SIGNIFICANT PROMOTION OF THE MUSEUM. PART V, LINE 4: THE PURPOSES OF THE ENDOWMENT ARE TO ADVOCATE THE APPRECIATION OF ART TO THE MUSEUM'S MEMBERS AND TO THE COMMUNITY. THE OBJECTIVE OF THE UNDERLYING INVESTMENTS WITHIN THE ENDOWMENT FUNDS IS TO ALLOW FOR PRINCIPAL PRESERVATION, GROWTH OF PRINCIPAL, AND TO PROVIDE AN INCOME STREAM FOR USES OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT EXPENSES -242,502. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES -63,291. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 63,291. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 242,502. AMERICAN HOLIDAY 42480 42480 18646 JOE AUGUSTINE TRIO 14649 14649 10337 57129 57129 28983 28983 28146 X 0 0 0 0 0 0 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 215000 0 0 0 0 0 0 0 0 0 215000 0 0 0 PART I, LINE 3 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. DOUGLAS LUMSDEN TRUSTEE 700011 THE COMPANY OF WHICH DOUGLAS LUMSDEN IS PRESIDENT (DAVIS INTERNATIONAL INC) WAS CONTRACTED FOR THE BEECHER ADDITION PROJECT. 0 X 58 4900 APPRAISED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE BEING SIGNED BY THE EXECUTIVE DIRECTOR, DR. LOUIS ZONA. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW BOARD MEMBERS AND STAFF AND IS DISCUSSED IN BOARD AND STAFF MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.