2022-11-03T15:37:27-05:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-01-01 741036131 Houston Museum of Natural Science HOUS 7136394629 5555 Hermann Park Drive Houston TX 77030 Jill M Lee CFO 7136394629 2022-11-03 1 Jill Lee 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Joel A Bartsch 5555 Hermann Park Drive Houston TX 77030 114221017 0 X www.hmns.org X 1909 TX The Houston Museum of Natural Science (HMNS) serves as a valuable resources for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions, and comprehensive classroom experiences. 46 46 722 579 5678 4172 42399234 43320629 11131328 24620779 1401845 2330059 -847501 1324685 54084906 71596152 8000 8000 0 0 15111583 15481665 3155852 0 3320073 41063925 34774107 59339360 50263772 -5254454 21332380 243476932 286089247 34980758 49558296 208496174 236530951 X The mission of the Houston Museum of Natural Science shall be to preserve and advance the general knowledge of natural science; to enhance in individuals the knowledge of and delight in natural science and related subjects; and to maintain and promote a museum of the first class. 0 0 39204582 31328318 See Schedule OSince its establishment in 1909, the Houston Museum of Natural Science has served as a valuable resource for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions, and comprehensive classroom experiences. In its permanent venues - drawing from its diverse collections of over 1.5 million objects - the Museum provides visitors with opportunities to expand their knowledge of anthropology, malacology, mineralogy, paleontology, entomology, chemistry, physics, biology, and other disciplines. The 400-seat Wortham Giant Screen Theatre presents relevant and entertaining films covering a wide variety of scientific topics. The Burke Baker Planetarium provides state-of-the-art, immersive learning adventures in astronomy and related subject matter. The Cockrell Butterfly Center is a living rain forest, allowing visitors to observe plants and insects and learn their roles in a natural ecosystem. The George Observatory in Brazos Bend State Park is a direct link to the planets and stars, giving visitors the opportunity to stargaze with a variety of telescopes, including the 36-inch Gueymard Research Telescope, one of the largest telescopes in the U.S. available to the public.The Museum's main entrance gift store offers Museum-related toys and educational items, a book room with science titles for all ages, and limited-time only special exhibit products. The gem and mineral store offers lapidary sculptures, ancient fossils, and rare minerals to extend visitors' interests in these items beyond the exhibit.The Museum is also available for rental after-hours so that its amazing collections and exhibits can be viewed in a more intimate setting. 1850970 8000 1562765 The Museum's educational efforts are aimed at children and adults alike. Through hands-on interactive opportunities such as summer camps, field trips, outreach programming, teacher trainings, lecture series, and curator-led travel opportunities the Museum seeks to provide an inspirational learning environment that promotes scientific inquiry as a mode of thinking and engages the public in the wonders of science. 41055552 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 172 0 1 722 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 46 46 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Jill M Lee 7136394610 5555 Hermann Park Drive Houston TX 77030 Randa Duncan Williams Chairman 6.00 0.00 X X 0 0 0 S Reed Morian Vice Chairman 6.00 0.00 X X 0 0 0 Matthew J Assiff Treasurer 6.00 0.00 X X 0 0 0 Albert T Cejka Secretary 6.00 0.00 X X 0 0 0 Al Walker Imm. Past Chair 6.00 0.00 X X 0 0 0 Brady F Carruth Exec. Committee 1.00 0.00 X 0 0 0 Marie Fondren Hall Exec. Committee 1.00 0.00 X 0 0 0 Patricia Hazlett Exec. Committee 1.00 0.00 X 0 0 0 T Mark Kelly Exec. Committee 1.00 0.00 X 0 0 0 George Lindahl III Exec. Committee 1.00 0.00 X 0 0 0 Derrick Mitchell Exec. Committee 1.00 0.00 X 0 0 0 William C Montgomery Exec. Committee 1.00 0.00 X 0 0 0 Carroll R Ray Exec. Committee 1.00 0.00 X 0 0 0 Chris Stavros Exec. Committee 1.00 0.00 X 0 0 0 Trey Strake III Exec. Committee 1.00 0.00 X 0 0 0 Garry Tanner Exec. Committee 1.00 0.00 X 0 0 0 Gene Werlin Exec. Committee 1.00 0.00 X 0 0 0 Kelli Weinzierl Exec. Committee 1.00 0.00 X 0 0 0 Fox Benton III Trustee 1.00 0.00 X 0 0 0 Ernie H Cockrell Trustee 1.00 0.00 X 0 0 0 Carolyn Davis Trustee 1.00 0.00 X 0 0 0 Neil Duffin Trustee 1.00 0.00 X 0 0 0 Douglas C Elliott Trustee 1.00 0.00 X 0 0 0 George R Farris Trustee 1.00 0.00 X 0 0 0 Jason Fertitta Trustee 1.00 0.00 X 0 0 0 Alfred C Glassell III Trustee 1.00 0.00 X 0 0 0 Stephen W Green Trustee 1.00 0.00 X 0 0 0 Henry Hamman Trustee 1.00 0.00 X 0 0 0 Robert Maynard Holt Trustee 1.00 0.00 X 0 0 0 Peter Huddleston Trustee 1.00 0.00 X 0 0 0 John W Johnson Trustee 1.00 0.00 X 0 0 0 John M Kirksey Sr Trustee 1.00 0.00 X 0 0 0 Truett Latimer Trustee 1.00 0.00 X 0 0 0 Seah M Maher Trustee 1.00 0.00 X 0 0 0 Ronald N McMillan Trustee 1.00 0.00 X 0 0 0 Michael K Mithoff Trustee 1.00 0.00 X 0 0 0 Laurie Morian Trustee 1.00 0.00 X 0 0 0 William E Pritchard III Trustee 1.00 0.00 X 0 0 0 Jason Sabat Trustee 1.00 0.00 X 0 0 0 Thomas E Smith Trustee 1.00 0.00 X 0 0 0 Langston W Turner Trustee 1.00 0.00 X 0 0 0 James D Weaver Trustee 1.00 0.00 X 0 0 0 Harry P Weitzel Trustee 1.00 0.00 X 0 0 0 Bill M Wheless III Trustee 1.00 0.00 X 0 0 0 John P Wilkirson Trustee 1.00 0.00 X 0 0 0 David W Williams Trustee 1.00 0.00 X 0 0 0 Jeanie Kilroy Wilson Trustee 1.00 0.00 X 0 0 0 Joel A Bartsch President 40.00 0.00 X 714624 0 12634 Jill M Lee CFO 40.00 0.00 X 360140 0 12634 Eugenia K Tyson CDO 40.00 0.00 X 402339 0 6738 Angel Deleon SVP HR/Bldg Operations 40.00 0.00 X 224461 0 12634 Erin Blatzer SVP Budgeting 40.00 0.00 X 197401 0 12634 Latha Thomas SVP Marketing 40.00 0.00 X 194938 0 21 Lisa Rebori SVP Collection/Exhibition 40.00 0.00 X 191608 0 6738 Oscar Ruiz VP Facilities 40.00 0.00 X 160223 0 6738 Mark Belcher Director of IT 40.00 0.00 X 174042 0 9622 Melodie Wade SVP PR/Media 40.00 0.00 X 151123 0 9159 2770899 0 89552 18 0 1 0 Paul Bernhard Exhibit Design & Consultin 3506 Rogge Lane Austin TX 78723 Exhibit design & construction 5325000 Kansas Business Investment Co 11000 Lakeview Ave Lenexa KS 66219 Security system installation 1673030 Root Lab LLC 3807 Clinton Ave Ste C Houston TX 77020 Electrician services & lighting system 689380 Wilshire Associates 1229 Ocean Ave Ste 700 Santa Monica CA 904011085 Investment management 204512 The Rand Group LLC 6575 West Loop South Ste 700 Bellaire TX 77401 Disaster recovery planning 192116 8 2093434 12253162 28974033 86342 43320629 Admission fees 541900 16602082 16602082 Membership fees 541900 3722887 3722887 Parking garage revenue 812930 1911688 1911688 Educational program fe 611710 1562765 1562765 Tours/commissions 990009 821357 821357 24620779 436774 580 436194 1053700 172555 881145 881145 665448 215697 40924492 39031207 1893285 1893285 5098 1888187 557824 2093434 647818 -89994 -89994 3306819 2773285 533534 533534 71596152 25819761 5678 2450084 8000 8000 2413433 1591202 523100 299131 12052638 7903237 2639831 1509570 413382 268035 92469 52878 602212 397577 130188 74447 406798 406798 86978 86978 196280 196280 2098686 2017833 57693 23160 1493280 1493280 1262351 984778 72915 204658 931961 652156 180598 99207 249952 163657 77688 8607 480018 480018 4112468 2690515 910721 511232 785956 487622 230242 68092 Collection purchases 17745581 17745581 Exhibit expenses 3278614 3278614 Repair & Maintenance 865995 651232 139291 75472 Event expenses 350842 20253 330589 428347 221962 143355 63030 50263772 41055552 5888147 3320073 32400 32200 12074545 27699951 32088540 43206730 137416 141696 1185985 1673920 153877 227312 207648989 73904258 126618306 133744731 38648857 43721938 31076725 34180488 2151 2151 1458130 1458130 243476932 286089247 3959131 3962315 2534744 3271147 28486883 42324834 34980758 49558296 X 123583162 130380802 84913012 106150149 208496174 236530951 243476932 286089247 21332380 6702396 0 X 0 1 X 1 1 1 X 18765137 22001211 30966923 42399234 43320629 157453134 18765137 22001211 30966923 42399234 43320629 157453134 65718093 91735041 1245677 1346739 1717788 951487 652471 5914162 6714 8479 2799 14224 4712 36928 163404224 111186472 0.56140 0.55280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 38241922 4073045 4603940 1715083 45203824 37485738 928203 1485223 1657242 38241922 32755927 653378 5652851 1576418 37485738 36067413 494848 -2123493 1682841 32755927 33712662 432578 3622003 1699830 36067413 0.86040 0.13960 0 0 71077 150896 221973 5441528 1451968 3989560 162063999 61565004 100498995 11861717 10887286 974431 28059772 28059772 133744731 Hedge/private equity funds 28593171 F Partnerships 5587317 F 34180488 79459948 6702396 6702396 72757552 196280 -1357680 -1161400 71596152 51425171 0 51425171 196280 -1357680 -1161400 50263771 Part III, Line 1a: Collections are not reflected as assets in the statement of financial position. Purchases of collection items are reflected first as expense and then as decreases in unrestricted net assets in the year in which the items are acquired or as decreases in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected in the financial statement as donations or as assets. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Description of collections - The Museum maintains over 1.5 million artifacts and natural history specimens in its permanent collections. Collections are maintained in the following disciplines: anthropology (including archaeology and ethnology), botany, entomology, gems and minerals, malacology, paleontology, science history and technology, and vertebrate zoology. The artifacts and specimens come from worldwide locations and were acquired by the Museum through gifts from the general public, staff field collection and salvage efforts, and purchases and exchanges with other scientific organizations. The Museum uses the artifacts and specimens for public exhibition, as loans to other museums, and for educational programs and research. Stewardship policy for collections - The Museum is responsible for the preservation of its collections in perpetuity. Under the direction of the Collections Committee, the Board of Trustees of the Museum, the President of the Museum, the Director of Collections, and the Curatorial Staff, collections continue to be cared for, used, and expanded. The proceeds of any sales of collection items are used to acquire other items for collections. The Museum maintains cataloged records of accessions, deaccessions, and items in each particular collection. Part III, Line 4: See above for the description of the organization's collections included in the text of the footnote in the organization's audited financial statements. Part V, Line 4: The endowment funds support the operations of the Museum. Part XI, Line 4b - Other Adjustments: Rental expenses -172,555. Gift shop cost of goods sold -1,185,125. Part XII, Line 4b - Other Adjustments: Rental expenses -172,555. Gift shop cost of goods sold -1,185,125. Central America and the Caribbean 0 0 Investments 19891450 0 0 0 0 0 0 19891450 0 19891450 1 0 1 1 0 0 Part III Accounting Method: Part 1, Line 3f - Investments & Expenditures Per Region The amount reported in Part I, Line 3, column F represents the fair market value of foreign investments held by the organization as of 12/31/21. Gala 2651258 2093434 557824 83785 8900 555133 2651258 2093434 557824 83785 8900 555133 647818 -89994 1 Wilhelmina Robertson Excellence Award 2 4000 Evelyn Frensley Scholarship 2 4000 Part I, Line 2: Through the generosity of the Cockrell Foundation, the Houston Museum of Natural Science offers the Evelyn Frensley Scholarship for Outstanding Achievement in Science or Mathematics. A $2,000 award goes to high school juniors at two high schools in Harris County. Of special interest to the Museum review committee is a description of plans for college and future career and a description of projects or activities that demonstrate ability and interest in science or mathematics. Scholarship applications are available on the website. In recognition of the fine educators of Houston, the Museum presents the Wilhelmina C. Robertson Excellence in Science or Mathematics Teaching Award. This award of $2,000 will go to one K-5th grade science or math teacher, and one 6th-12th grade science or math teacher who demonstrates significant ability and dedication to teaching in either discipline in Harris County. Nomination applications are available on the website. X X X X X 0 0 0 0 0 0 0 0 0 Joel A Bartsch President 714624 0 0 0 0 0 0 0 12634 0 727258 0 0 0 Eugenia K Tyson CDO 402339 0 0 0 0 0 0 0 6738 0 409077 0 0 0 Jill M Lee CFO 360140 0 0 0 0 0 0 0 12634 0 372774 0 0 0 Angel Deleon SVP HR/Bldg Operations 224461 0 0 0 0 0 0 0 12634 0 237095 0 0 0 Erin Blatzer SVP Budgeting 197401 0 0 0 0 0 0 0 12634 0 210035 0 0 0 Lisa Rebori SVP Collection/Exhibition 191608 0 0 0 0 0 0 0 6738 0 198346 0 0 0 Latha Thomas SVP Marketing 194938 0 0 0 0 0 0 0 21 0 194959 0 0 0 Mark Belcher Director of IT 174042 0 0 0 0 0 0 0 9622 0 183664 0 0 0 Oscar Ruiz VP Facilities 160223 0 0 0 0 0 0 0 6738 0 166961 0 0 0 Melodie Wade SVP PR/Media 151123 0 0 0 0 0 0 0 9159 0 160282 0 0 0 X 1 40000 FMV X 1 15000 FMV X Trees 1 18321 FMV X Supplies 41 13021 FMV 0 1 0 Form 990, Part VI, Section A, line 1a The Executive Committee supervises the operation of the Museum in accordance with the policies established by the Board of Trustees. The Executive Committee also approves all temporary and/or traveling exhibitions presented by the Museum President and staff. The Executive Committee annually approves a written statement of purpose which each sub-committee must maintain and follow. The Executive Committee consists of the Chairman, Immediate Past Chairman, Vice Chairman, Treasurer, Secretary, President of the Museum Guild, President of the Museum and respective chairs of the following committees: Accessions/De-accessions and Collections, Exhibits, Education and Community Outreach. Form 990, Part VI, Section A, line 2 Laurie Morian and S. Reed Morian have a family relationship. Form 990, Part VI, Section B, line 11b An independent CPA firm prepares the return. The CFO & CEO review the return with a partner of the CPA firm. A copy of the approved form is provided to all Board members prior to filing with the IRS. Form 990, Part VI, Section B, line 12c HMNS Board members and senior management staff are required to complete a questionnaire annually which discloses any interests that might result in or have the appearance of a conflict of interest. They must also remove themselves from any participation in the particular activity or negotiation or face disciplinary action. Form 990, Part VI, Section B, line 15 The Compensation Committee comprised of board members determines the compensation of the CEO, Executive Director, top management officials & other key employees based on comparable data from comparable institutions. Form 990, Part VI, Section C, line 19 Available to the public upon request.