BUTLER INSTITUTE OF AMERICAN ART: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER INSTITUTE OF AMERICAN ART (EIN 34-0748495)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-13
- IRS object ID
- 202313179349301201
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T06:19:06-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WILMINGTON ROAD SUITE 2 | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340748495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER INSTITUTE OF AMERICAN ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 3307431107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR LOUIS ZONA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3307431107 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | LOUIS ZONA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GABRIEL CPA | PreparerPersonNm |
| PTIN | P00595382 | PTIN |
| Phone | 7246572880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LOUIS ZONA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,090,981 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUTLERART.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 145 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,710,094 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,298,037 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,733 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,892 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,442,545 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,235,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | $374,790 | PYOtherRevenueAmt |
| CY Other Revenue | $59,091 | CYOtherRevenueAmt |
| PY Total Revenue | $5,561,162 | PYTotalRevenueAmt |
| CY Total Revenue | $4,627,797 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,513,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,717,185 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $215,203 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,680,190 | PYOtherExpensesAmt |
| CY Other Expenses | $1,823,818 | CYOtherExpensesAmt |
| PY Total Expenses | $3,193,313 | PYTotalExpensesAmt |
| CY Total Expenses | $3,541,003 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,367,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,086,794 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,830,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,649,957 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $212,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $135,004 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,617,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,514,953 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $947,053 | ExpenseAmt |
| Revenue | $47,969 | RevenueAmt |
| Desc | ART COLLECTIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $954,822 | ExpenseAmt |
| Revenue | $14,800 | RevenueAmt |
| Desc | ART EXHIBITS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $252,309 | ExpenseAmt |
| Revenue | $20,092 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,154,184 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307431107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR MICHAEL SHULTZ | ||||||
| PRESIDENT (THRU 9/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY BITONTE MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS J CAVALIER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VINCENT BACON | ||||||
| SECRETARY (THRU 9/22) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOBBY BAKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE CARLA J BALDWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR DEE BANKS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON BARRON | ||||||
| TRUSTEE (THRU 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED SCHMIDT | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM J BRESNAHAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE DICKEY JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HUMPHRIES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY CARL G JAMES | ||||||
| TRUSTEE (THRU 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY NILS P JOHNSON JR | ||||||
| TRUSTEE (THRU 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY JONES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS KATZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS M LUMSDEN JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN MARTINO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES W MASTERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCNICKLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CONSUELO MENDEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MOORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE BENITA Y PEARSON | ||||||
| TRUSTEE (THRU 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE SCHWEBEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SHIREY PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN STEVENS | ||||||
| TRUSTEE (AS OF 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REEMA TANEJA MD | ||||||
| TRUSTEE (AS OF 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN TIDRICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK TUROCY | ||||||
| TRUSTEE (AS OF 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS FLORENCE WANG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY JEFFERY WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMA JEAN WRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS J ZENNARIO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT ZOLDAN | ||||||
| TRUSTEE (THRU 9/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON TUCKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LOUIS ZONA | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $215,000 | $0 | $0 | |
| DR AMY KAUFMAN | ||||||
| ACCOUNTING DIRECTOR | 40.00 | Yes (X) | $123,097 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $338,097 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST FEDERAL ST STE 700 | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $111,156 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $26,030 | MembershipDuesAmt |
| Government Grants | $690,871 | GovernmentGrantsAmt |
| All Other Contributions | $1,581,136 | AllOtherContributionsAmt |
| Total Contributions | $2,298,037 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTRUCTIONAL/EXHIBIT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,892 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,892 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,189,633 | TotalRevenueColumnAmt |
| Exclusion | $1,189,633 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,168 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,168 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,168 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,396,712 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,350,568 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,046,144 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,046,144 | TotalRevenueColumnAmt |
| Exclusion | $1,046,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $96,832 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $85,710 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,122 | TotalRevenueColumnAmt |
| Exclusion | $11,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $57,995 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $26,906 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,089 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WEBSITE AND EXECUTIVE OFFICE SALE | 900099 | $5,299 | $5,299 |
| MISCELLANEOUS REVENUE | 900099 | $3,413 | $3,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,712 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,627,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,861 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,246,899 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,000 | TotalAmt |
| Program Services | $107,500 | ProgramServicesAmt |
| Management And General | $86,000 | ManagementAndGeneralAmt |
| Fundraising | $21,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,694 | TotalAmt |
| Program Services | $548,347 | ProgramServicesAmt |
| Management And General | $438,678 | ManagementAndGeneralAmt |
| Fundraising | $109,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,071 | TotalAmt |
| Program Services | $34,036 | ProgramServicesAmt |
| Management And General | $27,228 | ManagementAndGeneralAmt |
| Fundraising | $6,807 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,923 | TotalAmt |
| Program Services | $119,961 | ProgramServicesAmt |
| Management And General | $95,970 | ManagementAndGeneralAmt |
| Fundraising | $23,992 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,497 | TotalAmt |
| Program Services | $48,748 | ProgramServicesAmt |
| Management And General | $38,999 | ManagementAndGeneralAmt |
| Fundraising | $9,750 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,336 | TotalAmt |
| Program Services | $10,601 | ProgramServicesAmt |
| Management And General | $24,735 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,000 | TotalAmt |
| Fundraising | $23,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,510 | TotalAmt |
| Management And General | $215,510 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,954 | TotalAmt |
| Program Services | $32,029 | ProgramServicesAmt |
| Management And General | $85,925 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,580 | TotalAmt |
| Program Services | $6,687 | ProgramServicesAmt |
| Management And General | $33,435 | ManagementAndGeneralAmt |
| Fundraising | $4,458 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,228 | TotalAmt |
| Program Services | $34,417 | ProgramServicesAmt |
| Management And General | $1,811 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,120 | TotalAmt |
| Program Services | $331,554 | ProgramServicesAmt |
| Management And General | $37,539 | ManagementAndGeneralAmt |
| Fundraising | $16,027 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,358 | TotalAmt |
| Program Services | $11,358 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,924 | TotalAmt |
| Program Services | $484,092 | ProgramServicesAmt |
| Management And General | $59,832 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,788 | TotalAmt |
| Program Services | $90,709 | ProgramServicesAmt |
| Management And General | $10,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PERMANENT COLLECTION EX | $90,220 | $90,220 | |
| PRINTING EXPENSE | $65,562 | $62,284 | $3,278 |
| EXHIBITS EXPENSE | $59,980 | $59,980 | |
| EDUCATION EXPENSE | $35,958 | $34,160 | $1,798 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,300 | TotalAmt |
| Program Services | $47,501 | ProgramServicesAmt |
| Management And General | $10,799 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,003 | TotalAmt |
| Program Services | $2,154,184 | ProgramServicesAmt |
| Management And General | $1,171,616 | ManagementAndGeneralAmt |
| Fundraising | $215,203 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939,355 | BOYAmt |
| EOY | $1,211,947 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,373 | BOYAmt |
| EOY | $1,015,196 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,729 | BOYAmt |
| EOY | $423,776 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,398 | BOYAmt |
| EOY | $85,946 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,731 | BOYAmt |
| EOY | $13,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,654 | BOYAmt |
| EOY | $66,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,842,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,963,201 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,329,090 | BOYAmt |
| EOY | $8,878,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,346,090 | BOYAmt |
| EOY | $53,909,839 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,516,797 | BOYAmt |
| EOY | $43,785 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,830,217 | BOYAmt |
| EOY | $65,649,957 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,246 | BOYAmt |
| EOY | $81,385 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,071 | BOYAmt |
| EOY | $9,834 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $43,785 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,317 | BOYAmt |
| EOY | $135,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,554,363 | BOYAmt |
| EOY | $54,967,016 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,063,537 | BOYAmt |
| EOY | $10,547,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,617,900 | BOYAmt |
| EOY | $65,514,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,830,217 | BOYAmt |
| EOY | $65,649,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,086,794 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,355,056 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$26,544,797 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,293,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,015,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,710,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,298,037 | CurrentTaxYearAmt |
| Total | $9,328,517 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,293,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,015,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,710,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,298,037 | CurrentTaxYearAmt |
| Total | $9,328,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,030,709 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,297,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,116,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,149,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,002,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,067,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,374,386 | CurrentTaxYearAmt |
| Total | $5,709,525 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,514 | CurrentTaxYearMinus3YearsAmt |
| Total | $168,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,206,557 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $300,148 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENTS - 2018 AMOUNT: $ 26,001. 2019 AMOUNT: $ 142,514. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $23,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $23,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,244,648 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,794,350 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $607,174 | OtherExpendituresAmt |
| End Year Balance | $44,431,824 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,092,245 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,164,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $682,708 | OtherExpendituresAmt |
| End Year Balance | $42,244,648 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,627,997 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,963,185 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $498,937 | OtherExpendituresAmt |
| End Year Balance | $50,092,245 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,536,894 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$583,802 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,095 | OtherExpendituresAmt |
| End Year Balance | $41,627,997 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,199,889 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,373,755 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,750 | OtherExpendituresAmt |
| End Year Balance | $42,536,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81986 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18014 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,000 | OtherCostOrOtherBasisAmt |
| Book Value | $55,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,116,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,008,320 | DepreciationAmt |
| Book Value | $8,108,275 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,670,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,954,881 | DepreciationAmt |
| Book Value | $715,623 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,878,898 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION - OBLIGATIONS UNDER OPERATING LEASE | $18,409 |
| OBLIGATIONS UNDER OPERATING LEASES | $25,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,785 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,879,959 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,355,056 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$215,510 | OtherRevenueAmt |
| Revenue Not Reported | $2,139,546 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,740,413 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$112,616 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$112,616 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,627,797 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,438,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $112,616 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $112,616 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,325,493 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $215,510 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $215,510 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,541,003 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE MUSEUM'S COLLECTION, ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS WERE ACQUIRED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS REALIZED FROM THE SALE OF OBJECTS, WHICH ARE REFLECTED AS INCREASES IN NET ASSETS WITH DONOR RESTRICTIONS, ARE USED ONLY TO ACQUIRE OTHER OBJECTS FOR THE COLLECTION IN THE NAME OF THE ORIGINAL DONOR OR FOR THE DIRECT CARE OF THE COLLECTION. AS NOTED IN THE COLLECTION MANAGEMENT POLICY, DEVOTING MUSEUM RESOURCES TO THE DIRECT CARE OF THE WORKS IN THE COLLECTION IS ESSENTIAL TO SAFEGUARD AND PRESERVE THE QUALITY OF THE WORKS AND EXTEND THEIR LIFESPAN. DIRECT CARE MEANS DIRECT COSTS ASSOCIATED WITH THE STORAGE OR PRESERVATION OF WORKS OF ART. SUCH DIRECT COSTS INCLUDE FOR EXAMPLE THOSE FOR (I) CONSERVATION AND RESTORATION TREATMENTS (INCLUDING PACKING AND TRANSPORTATION FOR SUCH CONSERVATION OR RESTORATION) AND (II) MATERIALS REQUIRED FOR STORAGE OF ALL CLASSIFICATIONS OF WORKS OF ART, SUCH AS, ACID-FREE PAPER, FOLDERS, MATBOARD, FRAMES, MOUNTS, AND DIGITAL MEDIA MIGRATION. FUNDS RECEIVED FROM THE DISPOSAL OF A DEACCESSIONED WORK OF ART SHALL NOT BE USED FOR OPERATIONS OR CAPITAL EXPENSES EXCEPT AS PROVIDED ABOVE. DIRECT CARE DOES NOT INCLUDE (A) SALARIES OF STAFF OR (B) COSTS INCURRED FOR THE SOLE PURPOSE OF TEMPORARY EXHIBITION DISPLAY. |
| 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 -215,510. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES -112,616. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 112,616. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 215,510. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AMERICAN HOLIDAY | Event1Nm |
| Gross Receipts Event1 | $44,457 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,457 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $22,393 | OtherDirectExpensesEvent1Amt |
| Event2 | BACON GRAND GALLERY OPENING | Event2Nm |
| Gross Receipts Event2 | $51,850 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $51,850 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $66,343 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $96,307 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $96,307 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $88,736 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,571 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR LOUIS ZONA | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $215,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $215,000 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS LUMSDEN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $1,722,671 | TransactionAmt |
| Transaction | THE COMPANY OF WHICH DOUGLAS LUMSDEN IS PRESIDENT (DAVIS INTERNATIONAL INC) WAS CONTRACTED FOR THE BEECHER ADDITION PROJECT. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 9: | ACCESSIONS OF ARTWORK -28,000. ACCESSIONS OF ARTWORK - CHANGE IN ACCOUNTING METHOD, SEE BELOW -26,516,797. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS | THE MUSEUM ELECTED TO CHANGE ITS METHOD OF ACCOUNTING FOR ITS ART COLLECTION TO BETTER ALIGN WITH THE PROFESSIONAL PRACTICES IN ART MUSEUMS OF THE AMERICAN ALLIANCE OF MUSEUMS. AS RESULT OF THE ADOPTION, THE MUSEUM'S COLLECTIONS, ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION AND CONTRIBUTIONS OF COLLECTIONS ARE NOT RECOGNIZED ON THE STATEMENTS OF ACTIVITIES. |
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