2022-05-23T10:24:09-05:00 2021-09-30 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2020-10-01 750755335 FORT WORTH MUSEUM OF SCIENCE AND HISTORY FORT 8172559300 1600 GENDY STREET FORT WORTH TX 76107 KIPPEN DE ALBA CHU CHIEF OF STAFF 8172559300 2022-04-14 1 KIPPEN DE ALBA CHU 999009999 JOHN VINCENT DAVILA P01434256 8173321328 2022-03-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIPPEN DE ALBA CHU 1600 GENDY STREET FORT WORTH TX 76107 8824812 0 X WWW.FWMUSEUM.ORG X 1941 TX DEDICATED TO LIFELONG LEARNING AND ANCHORED BY OUR RICH COLLECTIONS, THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY ENGAGES OUR DIVERSE COMMUNITY THROUGH CREATIVE, VIBRANT PROGRAMS AND EXHIBITS INTERPRETING SCIENCE AND THE STORES OF TEXAS AND THE SOUTHWEST. 25 24 225 3 0 0 7700447 7709374 1163977 630357 349245 225038 204658 260043 9418327 8824812 0 0 0 0 4250235 4366931 0 4254 1121232 4194524 4399892 8444759 8771077 973568 53735 57295184 55575767 6029855 4082521 51265329 51493246 X DEDICATED TO LIFELONG LEARNING AND ANCHORED BY OUR RICH COLLECTIONS, THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY ENGAGES OUR DIVERSE COMMUNITY THROUGH CREATIVE, VIBRANT PROGRAMS AND EXHIBITS INTERPRETING SCIENCE AND THE STORES OF TEXAS AND THE SOUTHWEST. 0 0 1747498 310890 THE MUSEUM OWNS AND MAINTAINS A COLLECTION OF OVER 175,000 SCIENTIFIC EXHIBITS AND HISTORICAL OBJECTS WITH AN EMPHASIS ON TEXAS AND THE SOUTHWEST. WE PROVIDE ENGAGING, INTERACTIVE EXPERIENCES TO THE PUBLIC THAT INVOLVE POWERFUL, FIRST-HAND INFORMAL LEARNING THROUGH OUR EXHIBITIONS, INNOVATION GALLERY, INNOVATION STUDIOS, AND CHILDREN'S MUSEUM. THE MUSEUM FEATURES 50,000+ SQUARE FEET OF EXHIBITIONS ON TOPICS INCLUDING ENERGY, DINOSAURS, INNOVATION, FORT WORTH HISTORY, AND ASTRONOMY. THE MUSEUM WELCOMED OVER 300,000 GUESTS, INCLUDING SCHOOL CHILDREN, FAMILIES, AND GROUPS. 1467955 319401 DISCOVERY LABS ON WHEELS PROVIDES PROGRAMMING TO A VARIETY OF AUDIENCES FROM SCHOOL CLASSROOMS TO COMMUNITY AND LIBRARY PROGRAMS. DLOW ALSO PROVIDES LIFE SCIENCE LECTURES TO RETIREMENT COMMUNITIES AND ASSISTED LIVING FACILITIES, INCLUDING MEMORY CARE PATIENTS. THROUGH THIS PROGRAM, MUSEUM EDUCATORS TAKE MUSEUM ARTIFACTS FROM THE TEACHING COLLECTION TO THESE FACILITATES AND TALK TO THE RESIDENTS ABOUT THEM. ALL THE PROGRAMS HAVE CENTRAL THEMES (TEXAS SEASHORE, TRINITY RIVER ECOSYSTEM, POLLINATORS, ETC.). THIS PROGRAM IS A WONDERFUL WAY TO BRING A PART OF THE MUSEUM TO AN AUDIENCE THAT MAY HAVE A HARD TIME VISITING US. DURING FY 2020, DISCOVERY LAB ON WHEELS WENT TO OVER 50 DIFFERENT LOCATIONS, SERVING A TOTAL OF 4,579 CHILDREN / STUDENTS AND 2,009 ADULTS / TEACHERS.FAMILY MUSEUM NIGHTS PROVIDE SCHOOLS THE OPPORTUNITY TO BRING THEIR FAMILIES TO THE MUSEUM FOR AN EXCLUSIVE VISIT. DURING FY 2020, 56 SCHOOLS VISITED THE MUSEUM WITH 15,000 IN ATTENDANCE. FAMILY STEAM FESTIVALS TRAVELS TO SCHOOL CAMPUSES BRINGING QUALITY EDUCATIONAL EXPERIENCES INTO THE SCHOOL FOR FAMILIES WHO MAY NOT BE ABLE TO ATTEND THE MUSEUM OTHERWISE. DURING FY 2020, THE MUSEUM BROUGHT STEM LEARNING FUN TO 45 SCHOOLS WITH OVER 10,000 IN ATTENDANCE. 687329 259881 OTHER PROGRAM SERVICES CONSIST OF RENTAL INCOME, NET INCOME FROM SALES OF INVENTORY, PARKING FEES, AND OTHER PROGRAM REVENUES. 687329 259881 3902782 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 10 0 1 225 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X THE ORGANIZATION 8172559300 1600 GENDY STREET FORT WORTH TX 76107 MARIANNE AULD CHAIR 2.50 X X 0 0 0 DAVID E NOLET TREASURER 2.50 X X 0 0 0 LORENE AGATHER TRUSTEE 1.00 X 0 0 0 MIKE ATKINSON TRUSTEE 1.00 X 0 0 0 STEPHANIE BIRD BAKER TRUSTEE 1.00 X X 0 0 0 BRANDON BLEDSOE TRUSTEE 1.00 X 0 0 0 ROY BROOKS TRUSTEE 1.00 X 0 0 0 JUDY CARTER TRUSTEE 1.00 X 0 0 0 ANNE CARVALHO TRUSTEE 1.00 X 0 0 0 JOHN DUDLEY TRUSTEE 1.00 X 0 0 0 ROMELIA H FLORES TRUSTEE 1.00 X 0 0 0 NEIL GEURIN TRUSTEE 1.00 X 0 0 0 RYAN C HARRINGTON TRUSTEE 1.00 X 0 0 0 GARY HAVENER TRUSTEE 1.00 X 0 0 0 LOUELLA MARTIN TRUSTEE 1.00 X 0 0 0 KIT TENNISON MONCRIEF TRUSTEE 1.00 X 0 0 0 MICHAEL PARKS TRUSTEE 1.00 X 0 0 0 JENNIFER K ROSELL TRUSTEE 1.00 X 0 0 0 BENJAMIN ROSENTHAL TRUSTEE 1.00 X 0 0 0 JOHN A RYAN TRUSTEE 1.00 X 0 0 0 LYNNY SANKARY TRUSTEE 1.00 X 0 0 0 WHIT SMITH TRUSTEE 1.00 X 0 0 0 BENSON VARGHESE TRUSTEE 1.00 X 0 0 0 BRAD WHARTON TRUSTEE 1.00 X 0 0 0 AMY YUDISKI TRUSTEE 1.00 X 0 0 0 VAN ROMANS PRESIDENT 40.00 X 307592 0 15440 KIPPEN DE ALBA CHUE CHIEF ADMINISTRATIVE OFFICER 40.00 X 211275 0 6314 DOUGLAS A ROBERTS CHIEF TECHNOLOGY OFFICER 40.00 X 146839 0 4560 665706 0 26314 3 0 1 0 0 152813 7556561 28801 7709374 EDUCATIONAL PROGRAMS 611110 319401 319401 EXHIBIT ADMISSIONS 712110 310890 310890 THEATER ADMISSIONS 712110 66 66 630357 33959 33959 228 228 191079 0 191079 191079 191079 MISCELLANEOUS OTHER IT 712110 259815 259815 259815 8824812 890172 0 225266 680766 187766 259068 233932 2413543 1278207 993072 142264 741465 741465 308355 32222 254942 21191 222802 109805 103668 9329 790678 112310 79762 598606 17655 17655 71666 71666 4254 4254 8332 8332 44263 23161 14802 6300 56883 52740 1570 2573 177615 142362 18483 16770 62550 53191 9359 379583 269 377897 1417 102911 89879 115 12917 10362 4207 1577 4578 24091 148 23943 2042268 1745086 290971 6211 106646 106646 REPAIRS AND MAINTENANCE 261656 32522 229134 RENTAL EXPENSES 71564 18244 53320 BAD DEBT EXPENSE 61257 1272 59985 PROPERTY TAXES 56328 56328 53584 20663 32016 905 8771077 3902782 3747063 1121232 855294 2708826 2258732 1170028 14305 968020 5405 0 4343 9605 91959916 43837524 50939825 48122392 3194885 2590266 22395 6630 57295184 55575767 4113065 2991729 176388 184077 885054 881060 825344 30004 25655 6029855 4082521 X 33719743 34596043 17545586 16897203 51265329 51493246 57295184 55575767 53735 182514 -8332 0 X X 0 1 X 1 0 X 6091600 10247247 4251951 7700447 7709374 36000619 6091600 10247247 4251951 7700447 7709374 36000619 10402355 25598264 138053 178601 185565 40047 34187 576453 18684 7809 0 26493 329201 284057 97061 259815 970134 37573699 14645473 0.68130 0.68770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM PARKING FEES AND OTHER MISC ITEMS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 6198126 407552 1008332 5597346 6710148 14171 261707 787900 6198126 6729295 14171 74498 107816 6710148 6863696 300232 434633 6729295 6622416 349280 108000 6863696 0.62000 0.38000 0 0 423225 423225 67234858 26140904 41093954 51046 34820 16226 5447107 4978989 468118 18803680 12682811 6120869 48122392 DEPOSITS HELD/REFUNDS DUE 2300 DEFERRED GIFT CARDS 18355 ARLINGTON LEASE DEPOSIT 5000 25655 X 8998994 182514 182514 8816480 8332 8332 8824812 8771077 0 8771077 0 8771077 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ARTIFACTS, SPECIMENS, AND ART OBJECTS PURCHASED OR DONATED ARE NOT INCLUDED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS ARTIFACT ACQUISITIONS IN THE YEAR ACQUIRED. PART III, LINE 4: THE MUSEUM HOLDS ITS COLLECTION FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. THE MUSEUM PROTECTS, CARES FOR, PRESERVES AND KEEPS ITS COLLECTION UNENCUMBERED. PART X, LINE 2: THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: AIRLINE MILES DONATED RECOGNIZED FOR TAX BUT NOT BOOK RENTAL EXPENSES FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STAT PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RELATED AND NETTED WITH RENTAL INCOME IN THE STATEMENT OF R FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STAT X 0 1 X X 0 0 0 0 0 0 0 0 0 VAN ROMANS PRESIDENT 307592 0 0 0 0 0 0 0 15440 0 323032 0 0 0 KIPPEN DE ALBA CHUE CHIEF ADMINISTRATIVE OFFICER 211275 0 0 0 0 0 4414 0 1900 0 217589 0 0 0 DOUGLAS A ROBERTS CHIEF TECHNOLOGY OFFICER 146839 0 0 0 0 0 0 0 4560 0 151399 0 0 0 PART I, LINE 1B THERE IS NO WRITTEN POLICY, BUT APPROVAL OF AN ANNUAL AMOUNT IS RECORDED IN THE MINUTES OF THE BOARD MEETING FOR CLUB DUES. MEMBERSHIP IS FOR USE BY THE MUSEUM'S EXECUTIVE LEADERSHIP. PART I, LINE 3 A BOARD APPROVED AGREEMENT IS IN PLACE FOR THE PRESIDENT. AMY ROMANS DAUGHTER OF MUSEUM PRESIDENT 55730 DESIGN CONCEPT SERVICES 0 THE WHITNEY SMITH COMPANY WHIT SMITH, OWNER, BOARD TRUSTEE 6405 HUMAN RESOURCES CONSULTANT 0 X ADVERTISING 17 28076 FMV X MISC OTHER 1 725 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 AMY ROMANS, OF DESIGN CONCEPT SERVICES, IS AN OUTSIDE CONSULTANT RESPONSIBLE FOR DESIGN OF MUSEUM EXIBITION CONCEPTS AND INCLUDES DISCUSSING AND MANAGING THE SET UP PROCESS OF THE CONCEPTS. FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS A MEMBERSHIP PROGRAM WITH DIFFERENT LEVELS THAT INCLUDE FREE ADMISSIONS TO THE EXHIBITS AND PLANETARIUM AS WELL AS FREE OR DISCOUNTED THEATER TICKETS AND EVENT TICKETS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM IS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO ALL BOARD TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS OUTLINED WITHIN THE EMPLOYEE HANDBOOK THAT ALL HIRED EMPLOYEES RECEIVE AND SIGN OFF THAT THEY HAVE READ AND UNDERSTAND THE POLICIES. BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 LOCAL SALARY GUIDELINES PUBLISHED BY AN AREA HUMAN RESOURCES CONSULTANT ARE REVIEWED BY HR STAFF AGAINST CURRENT SALARY LEVELS OF KEY STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 ANY INQUIRIES RELATED TO THE MUSEUM'S 990 OR OTHER IRS FILINGS ARE FORWARDED TO THE EVP FINANCE AND PRESIDENT TO RESPOND TO. SCHEDULE 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.