2023-04-24T11:46:24-05:00 2022-06-30 860558065 HEINFELD MEECH & CO PC 10120 N ORACLE RD TUCSON AZ 85704 990 2021-07-01 866006371 TUCSON MUSEUM OF ART AND HISTORIC BLOCK INC TUCS 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 NORAH DIEDRICH JON AND LINDA ENDER DIRECTOR & CEO 5206242333 2023-04-24 1 NORAH DIEDRICH 999009999 COREY ARVIZU CPA P01777649 5207422611 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NORAH DIEDRICH 140 NORTH MAIN AVENUE TUCSON AZ 85701 3948695 0 X WWW.TUCSONMUSEUMOFART.ORG X 1975 AZ SEE SCHEDULE O THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE THROUGH MEANINGFUL, ENGAGING EXPERIENCES THAT INSPIRE DISCOVERY, SPARK CREATIVITY, AND PROMOTE CULTURAL UNDERSTANDING. 35 35 57 150 62187 0 2922504 2358264 359087 659396 71606 115145 277215 423465 3630412 3556270 0 0 0 0 1436754 1482714 0 0 341332 1366648 2100138 2803402 3582852 827010 -26582 11576069 10895618 553768 450534 11022301 10445084 X THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE THROUGH MEANINGFUL AND ENGAGING EXPERIENCES THAT INSPIRE DISCOVERY, SPARK CREATIVITY AND PROMOTE CULTURAL UNDERSTANDING. 0 0 1502669 450996 CURATORIAL & EXHIBITIONS:TO ACHIEVE ITS MISSION OF "CONNECTING ART TO LIFE," THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF THE ART OF LATIN AMERICA, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES.THE MUSEUM PRESENTED 4 EXHIBITIONS DURING THE FISCAL YEAR ALONG WITH DISPLAY OF ITS COLLECTION. 533590 208400 EDUCATION:THE TUCSON MUSEUM OF ART FOSTERS A DEEPER UNDERSTANDING AND APPRECIATION FOR ITS HISTORIC COLLECTIONS THROUGH ITS NUMEROUS EDUCATIONAL PROGRAMS. THE MUSEUM OFFERS A WIDE ARRAY OF PROGRAMS TO THE PUBLIC, INCLUDING THE YOUTH/PRE-K-12 SCHOOL PROGRAMS, COMMUNITY OUTREACH PROGRAMS, FAMILY PROGRAMS, ACCESSIBLE PROGRAMS, AND THE RESEARCH LIBRARY.THE MUSEUM'S EDUCATION PROGRAMS SERVED K-12 SCHOOLS WITH IN-SCHOOL CLASSROOM PRESENTATION, IN ADDITION TO NUMEROUS PUBLIC PROGRAMS DESIGNED TO ENGAGE ALL COMMUNITY MEMBERS IN CONVERSATIONS, LECTURES, GALLERY TOURS AND OTHER EXPERIENCES THAT PROVIDE AN INTERDISCIPLINARY AND MULTI-DIMENSIONAL PERSPECTIVE OF THE PERMANENT COLLECTION AND SPECIAL EXHIBITIONS. 134950 113894 MUSEUM STORE:THE MUSEUM STORE FEATURES AN IMPRESSIVE SELECTION OF WORKS BY ARIZONA'S MOST TALENTED ARTISTS AND CRAFTSPEOPLE. MANY OF THE WORKS ARE ON CONSIGNMENT FROM LOCAL ARTISANS WHILE OTHERS ARE PURCHASED FOR RESALE. THE STORE EXISTS TO PROVIDE AN AVENUE OF EXPOSURE FOR THE LOCAL ART COMMUNITY AND SUPPLY TUCSON WITH A VENUE FOR LOCAL TALENT. 2171209 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 44 0 1 57 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X CHRISTOPHER GORDON CFO 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 LARRY ADAMSON TRUSTEE 2.00 X 0 0 0 ANDY ANDERSON TRUSTEE EMERITUS 2.00 X 0 0 0 ALICE BAKER TRUSTEE EMERITUS 2.00 X 0 0 0 JUDY BETTY TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JOYCE BROAN SECRETARY 2.00 X X 0 0 0 MARY JO BROWN PRESIDENT 2.00 X X 0 0 0 MICHAEL BYLSMA TRUSTEE 2.00 X 0 0 0 JEAN COOPER TRUSTEE 2.00 X 0 0 0 LINDA CAPLAN TRUSTEE 2.00 X 0 0 0 LORI CARROLL TRUSTEE 2.00 X 0 0 0 DR ANA CORNIDE TRUSTEE 2.00 X 0 0 0 CHRIS DAVIS TRUSTEE 2.00 X 0 0 0 JON ENDER TRUSTEE 2.00 X 0 0 0 JULIE FRANKSTON TRUSTEE EX-OFFICIO 2.00 X 0 0 0 MIKE GAGNON TRUSTEE 2.00 X 0 0 0 JEFFREY GARTNER TRUSTEE 2.00 X 0 0 0 JAMES GLASSER TRUSTEE EMERITUS 2.00 X 0 0 0 DENISE GRUSIN TRUSTEE 2.00 X 0 0 0 FRANK HAMILTON IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 ERIC HAWKINS TRUSTEE 2.00 X 0 0 0 MARILYN JOYCE VICE PRESIDENT 2.00 X X 0 0 0 KIT KIMBALL TRUSTEE 2.00 X 0 0 0 I MICHAEL KASSER TRUSTEE EMERITUS 2.00 X 0 0 0 ANNE LYMAN TRUSTEE 2.00 X 0 0 0 STEVIE MACK TRUSTEE EX-OFFICIO 2.00 X 0 0 0 SANDRA MAXFIELD TRUSTEE 2.00 X 0 0 0 JOHN MCNULTY TRUSTEE EX-OFFICIO 2.00 X 0 0 0 PATRICIA CARR MORGAN TRUSTEE 2.00 X 0 0 0 JEANNE PICKERING TRUSTEE EX-OFFICIO 2.00 X 0 0 0 STEVEN RATOFF TREASURER 2.00 X X 0 0 0 JOHN SCHAEFER TRUSTEE EMERITUS 2.00 X 0 0 0 KOREY SCHULTZ TRUSTEE 2.00 X 0 0 0 JANE WIENKE TRUSTEE 2.00 X 0 0 0 JULIA WHITE TRUSTEE 2.00 X 0 0 0 JOHN-PETER WILHITE TRUSTEE 2.00 X 0 0 0 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 40.00 X 177559 0 11981 CHRISTOPHER GORDON CHIEF FINANCIAL OFFICER 40.00 X 94875 0 6618 CAMILLE COTTON DIRECTOR OF DEVELOPMENT 40.00 X 58069 0 8386 ANDREA DILLENBURG CHIEF DEVELOPMENT OFFICER 40.00 X 58903 0 3589 389406 0 30574 1 0 1 0 0 270454 307415 139583 1640812 157721 2358264 EXHIBITIONS 900099 293963 293963 TUITION & EDUCATION 611600 208400 208400 MUSEUM ADMISSIONS 900099 157033 157033 659396 115145 115145 134086 0 134086 134086 134086 414759 307415 301461 113298 113298 204858 90964 113894 113894 FACILITY RENTALS 532000 62187 62187 62187 3556270 773290 62187 362529 X 367034 95222 161541 110271 892956 696457 122082 74417 22415 13349 6429 2637 85855 49223 27607 9025 114454 66716 36723 11015 26898 26898 360207 263823 52319 44065 99517 69657 3948 25912 238446 88617 138560 11269 95146 2741 92405 320 320 230658 150539 80119 49424 8568 3655 37201 2910 2520 213 177 96 96 459942 323257 136685 81711 60961 20750 ART ACQUISITION 105770 105770 EQUIPMENT 73130 51529 19706 1895 SUPPORT ORGANIZATIONS 65231 65231 LECTURERS & PERFORMERS 58712 46252 8685 3775 152020 10457 131890 9673 3582852 2171209 1070311 341332 1265024 1220636 141452 238288 146371 37849 30832 30060 83370 86157 14885416 7407921 7902874 7477495 1991646 1791133 14500 14000 11576069 10895618 181077 112530 372691 338004 553768 450534 X 6715358 6507640 4306943 3937444 11022301 10445084 11576069 10895618 -26582 -410317 -140318 0 X X 0 1 X 1 0 X 4001618 1718739 4469182 2922504 2358264 15470307 400824 400824 400824 400824 400824 2004120 4402442 2119563 4870006 3323328 2759088 17474427 4902390 12572037 276850 291696 168300 147974 249231 1134051 375323 295438 182325 139798 175485 1168369 19776847 2363481 0.63570 0.63740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 3995991 35067 -295171 -59332 3795219 3873472 421550 299031 3995991 3889392 75177 91097 3873472 3834570 38039 163041 146258 3889392 3816636 200 117855 100121 3834570 0.93510 0.06490 1 0 5981833 3614137 2367696 7060123 2258326 4801797 1438509 1181406 257103 404951 354052 50899 7477495 X 3538378 -410317 -410317 3948695 -392425 -392425 3556270 3975277 392425 392425 3582852 0 3582852 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. GIFTS OF CASH RESTRICTED BY DONORS FOR THE PURCHASE OF ART ARE REPORTED AS NET ASSETS WITH DONOR RESTRICTIONS. CONTRIBUTED COLLECTION ITEMS AND REFERENCE BOOKS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. DURING 2022 AND 2021, THE MUSEUM RECEIVED $4,121,300 AND $917,800 OF CONTRIBUTED ART (UNAUDITED) NOT RECORDED IN THE STATEMENT OF FINANCIAL POSITION, AS IN ACCORDANCE WITH THEIR POLICY. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES, IF ANY, ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE BY INSPIRING DISCOVERY, CREATIVITY, AND CULTURAL UNDERSTANDING THROUGH MEANINGFUL, ENGAGING EXPERIENCES. TO ACHIEVE ITS MISSION, THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF ART OF THE AMERICAS, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY AMERICAN ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES. PART V, LINE 4: THE MUSEUM'S ENDOWMENTS CONSIST OF TWO FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO INCLUDE BOTH INCOME AND COLLECTION PURPOSES. PART X, LINE 2: THE MUSEUM HAS ADOPTED THE PROVISIONS OF THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740-10-25). MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, IF ANY, ON ITS EXEMPT ORGANIZATION FILINGS, AND THE LIKELIHOOD THAT UPON EXAMINATION THOSE POSITIONS WOULD BE SUSTAINED. BASED ON THE RESULTS OF THIS EVALUATION, MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -301,461. COST OF GOODS SOLD -90,964. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 301,461. COST OF GOOD SOLD 90,964. ARTISANS MARKET 93488 7500 85988 23147 GALA 500965 285565 215400 157721 4236 2700 60743 2 127721 14350 113371 419 3850 48645 722174 307415 414759 157721 4655 6550 132535 301461 113298 X 1 1 X X 0 0 0 0 0 0 0 0 0 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 177559 0 0 0 0 0 5327 0 6654 0 189540 0 0 0 X 1141 SEE PART II X AUCTION ITEMS 144 157721 FAIR MARKET VALUE 10 0 1 0 PART I, LINE 33: NO AMOUNT WAS REPORTED ON FORM 990, PART VIII, FOR DONATIONS OF ART BECAUSE THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. AFTER THE CPA INCORPORATES ANY REVISIONS SUGGESTED BY THE CHIEF FINANCIAL OFFICER, A DRAFT IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE AUDIT COMMITTEE APPROVES THE FORM 990, A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS TO DISCLOSE POTENTIAL CONFLICTS. VOLUNTARY COMPLIANCE IS EXPECTED. IN ADDITION, ON AN ANNUAL BASIS, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS. THE PROCEDURE FOR IDENTIFYING IF A CONFLICT EXISTS BEGINS WITH AN INTERESTED PERSON DISCLOSING THE EXISTENCE OF ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. DISINTERESTED PERSONS OR A COMMITTEE MAY INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER TMA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN TMA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER IS DETERMINED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE INITIAL COMPENSATION PACKAGES OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER WERE DETERMINED USING COMPARABILITY DATA, AND MAY BE REVISED ANNUALLY FOR COST OF LIVING INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES ITS ANNUAL REPORT ON ITS WEBSITE, WHICH INCLUDES AUDITED FINANCIAL DATA. GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE ONLINE AT GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CATERING: PROGRAM SERVICE EXPENSES 2,472. MANAGEMENT AND GENERAL EXPENSES 2,461. FUNDRAISING EXPENSES 15,509. TOTAL EXPENSES 20,442. CONSERVATION: PROGRAM SERVICE EXPENSES 2,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,144. DESIGN WORK: PROGRAM SERVICE EXPENSES 18,521. MANAGEMENT AND GENERAL EXPENSES 358. FUNDRAISING EXPENSES 7,901. TOTAL EXPENSES 26,780. EXHIBIT FRAMING & FABRICATION: PROGRAM SERVICE EXPENSES 5,926. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,926. DRY CLEANING: PROGRAM SERVICE EXPENSES 3,664. MANAGEMENT AND GENERAL EXPENSES 5,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,885. LANDSCAPING: PROGRAM SERVICE EXPENSES 16,178. MANAGEMENT AND GENERAL EXPENSES 6,816. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,994. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 3,030. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 579. TOTAL EXPENSES 3,809. SECURITY SYSTEM MONITORING: PROGRAM SERVICE EXPENSES 7,531. MANAGEMENT AND GENERAL EXPENSES 3,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,704. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 36,515. MANAGEMENT AND GENERAL EXPENSES 28,646. FUNDRAISING EXPENSES 10,811. TOTAL EXPENSES 75,972. TRANSPORTATION & MOVING: PROGRAM SERVICE EXPENSES 121,989. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,989. TRANSLATION: PROGRAM SERVICE EXPENSES 2,017. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,017. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 43,836. MANAGEMENT AND GENERAL EXPENSES 5,444. FUNDRAISING EXPENSES 9,265. TOTAL EXPENSES 58,545. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.