2022-11-14T15:53:41-06:00 2022-06-30 731293433 STANFIELD O'DELL PC 1350 S BOULDER AVE STE 800 TULSA OK 74119 990 2021-07-01 730579279 THE PHILBROOK MUSEUM OF ART INC PHIL 9187485326 PO BOX 52510 TULSA OK 741520510 PAUL NELSON CFO 9187497941 2022-11-14 1 PAUL NELSON 999009999 JUSTIN A MOORE CPA P00420306 9186280500 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAUL NELSON 2727 S ROCKFORD ROAD TULSA OK 74114 14411077 0 X WWW.PHILBROOK.ORG X 1939 OK ART MUSEUM COMPLEX: HISTORIC HOUSE, ART COLLECTIONS, GALLERIES, FORMAL GARDENS 66 65 167 100 0 0 2930171 4889377 603855 1169104 4216719 3786411 211243 1009349 7961988 10854241 0 0 0 0 4689644 5172842 0 0 1143806 2374856 3007156 7064500 8179998 897488 2674243 78962212 69878004 3244867 2809248 75717345 67068756 MAKE A CREATIVE AND CONNECTED COMMUNITY THROUGH ART AND GARDENS TO BE CENTRAL TO THE LIVES OF OUR COMMUNITY AS A PLACE FOR LEARNING, INSPIRATION, FUN. THROUGH BOLD ACTION AND STRATEGIC INVESTMENT, CREATE A SPACE FOR NEW IDEAS, DIVERSE PERSPECTIVES, AND SOCIAL CONNECTION. 0 0 3804093 976549 MUSEUM OPERATIONS: MAINTAIN THE FACILITY FOR PUBLIC VIEWING OF ART COLLECTIONS. THE MUSEUM'S HISTORIC STRUCTURES AND STATE-OF-THE-ART FACILITIES PROVIDE A UNIQUE PLATFORM OF EXPERIENCE FOR OUR VISITORS. OUR EFFORTS ALSO PRESERVE AN IMPORTANT ELEMENT OF TULSA'S HISTORY WHILE SERVING AS A DEFINING RESOURCE FOR OUR COMMUNITY AND REGION. 1487321 10787 EXHIBITS AND PERMANENT ART COLLECTION MAINTENANCE: ENSURE THE QUALITY OF PERMANENT ART COLLECTIONS AND PROVIDE SPECIAL TOURING EXHIBITS AND PROGRAMS TO ENHANCE ART APPRECIATION. THE MUSEUM'S PERMANENT COLLECTION OFFERS VISITORS A BROAD VIEW OF MAJOR ART MOVEMENTS IN WESTERN CIVILIZATION, AS WELL AS SUPERB EXAMPLES OF NON-WESTERN AESTHETIC EXPRESSION. IN ADDITION, THE MUSEUM PROVIDES APPROXIMATELY 8 SPECIAL/TEMPORARY EXHIBITIONS ANNUALLY. THESE EXHIBITIONS STRIVE TO PRESENT THE FINEST EXAMPLES OF ARTISTIC ACHIEVEMENT AVAILABLE WHILE PROVIDING A FOIL OR COMPLEMENT TO THE WORKS ON SEMI-PERMANENT DISPLAY WITHIN OUR GALLERIES. IN FY2022, 129,070 PEOPLE VISITED THE MUSEUM. 837124 27369 EDUCATION: INCREASE PUBLIC KNOWLEDGE OF ART THROUGH EDUCATIONAL PROGRAMMING. INCREASING THE RELEVANCE OF THE VISUAL ARTS WITHIN THE DAILY LIVES OF OUR VISITORS IS ONE OF THE MUSEUM'S KEY OBJECTIVES. OUR EDUCATIONAL EFFORTS FOCUS ON ENGAGING AN EXPANDING AUDIENCE WITH THE BEAUTY, CHALLENGES, HISTORIES, AND INSPIRATION OF A COMPLEX CULTURE AND ITS VISUAL EXPRESSION. VARIOUS PROGRAMS ARE AVAILABLE FOR ADULTS, CHILDREN, AND FAMILIES INCLUDING ART CLASSES, LECTURES, INTERACTIVE PROGRAMMING, AND SELF-GUIDED ART ACTIVITIES. THERE IS ALSO AN ACTIVE DOCENT PROGRAM. 333391 430628 333391 430628 6461929 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 44 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 66 65 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X PAUL NELSON CFO 9187485326 2727 S ROCKFORD ROAD TULSA OK 74114 SCOTT STULEN CEO/PRESIDENT 35.00 X X 442700 0 16279 HAL ALLEN DIRECTOR 0.25 X 0 0 0 DR JONATHAN ANTHONY DIRECTOR 0.25 X 0 0 0 SHELLY ARMSTRONG DIRECTOR 0.25 X 0 0 0 CATHEY BARKLEY DIRECTOR 0.25 X 0 0 0 HOWARD BARNETT JR DIRECTOR 0.25 X 0 0 0 SHELBY BEIL DIRECTOR 0.25 X 0 0 0 TOM BIOLCHINI DIRECTOR 0.25 X 0 0 0 SARAH BUCHAN DIRECTOR 0.25 X 0 0 0 IRENE BURNSTEIN DIRECTOR 0.25 X 0 0 0 PATRICIA CHERNICKY DIRECTOR 0.25 X 0 0 0 LAURA COLGAN DIRECTOR 0.25 X 0 0 0 THERESA COLLINS DIRECTOR 0.25 X 0 0 0 SAMUEL COMBS III DIRECTOR 0.25 X 0 0 0 CARLIN CONNER DIRECTOR 0.25 X 0 0 0 R CASEY COOPER DIRECTOR 0.25 X 0 0 0 ERIN DONOVAN DIRECTOR 0.25 X 0 0 0 GAYLE EBY DIRECTOR 0.25 X 0 0 0 MOISES ECHEVERRIA DIRECTOR 0.25 X 0 0 0 ROBYN EWING DIRECTOR 0.25 X 0 0 0 PAT GORDON DIRECTOR 0.25 X 0 0 0 HERB GOTTFRIED DIRECTOR 0.25 X 0 0 0 JESSIE GUARDIOLA DIRECTOR 0.25 X 0 0 0 LANE HARTSHORN DIRECTOR 0.25 X 0 0 0 JOHN HEWITT DIRECTOR 0.25 X 0 0 0 STEPHEN HEYMAN DIRECTOR 0.25 X 0 0 0 GREGORY HOLT DIRECTOR 0.25 X 0 0 0 WILL IHLOFF DIRECTOR 0.25 X 0 0 0 JEANNINE IRWIN DIRECTOR 0.25 X 0 0 0 KIMBERLY JOHNSON DIRECTOR 0.25 X 0 0 0 MARCI JOHNSON DIRECTOR 0.25 X 0 0 0 ANNE JONES DIRECTOR 0.25 X 0 0 0 BONCILLA KLEIN DIRECTOR 0.25 X 0 0 0 MATT KLIMISCH DIRECTOR 0.25 X 0 0 0 QURAYSH LANSANA DIRECTOR 0.25 X 0 0 0 LARRY LEE DIRECTOR 0.25 X 0 0 0 ROBERT LORTON JR DIRECTOR 0.25 X 0 0 0 ROXANA LORTON DIRECTOR 0.25 X 0 0 0 W CARLISLE MABREY III DIRECTOR 0.25 X 0 0 0 STEVE MITCHELL DIRECTOR 0.25 X 0 0 0 TONY MOORE DIRECTOR 0.25 X 0 0 0 CHRISTOPHER MURPHY DIRECTOR 0.25 X 0 0 0 SHANNON O'DOHERTY DIRECTOR 0.25 X 0 0 0 FRAUKE PETERSEN AUDIT CHAIR 0.25 X 0 0 0 ROBERT PETERSON DIRECTOR 0.25 X 0 0 0 JULIE PUCKETT DIRECTOR 0.25 X 0 0 0 DUSTIN RIPLEY DIRECTOR 0.25 X 0 0 0 KUMA ROBERTS DIRECTOR 0.25 X 0 0 0 LARRY ROONEY DIRECTOR 0.25 X 0 0 0 CHIEF GEOFFREY STANDING BEAR DIRECTOR 0.25 X 0 0 0 WHITTNEY STAUFFER DIRECTOR 0.25 X 0 0 0 MELINDA STINNETT DIRECTOR 0.25 X 0 0 0 SHERI STINSON DIRECTOR 0.25 X 0 0 0 RYAN TANNER DIRECTOR 0.25 X 0 0 0 BILL THOMAS DIRECTOR 0.25 X 0 0 0 PETER WALTER DIRECTOR 0.25 X 0 0 0 SUZANNE WARREN DIRECTOR 0.25 X 0 0 0 KELLY WEIL DIRECTOR 0.25 X 0 0 0 MONICA WILLIFORD DIRECTOR 0.25 X 0 0 0 JAMIE ZINK DIRECTOR 0.25 X 0 0 0 GENTNER DRUMMOND DIRECTOR 0.25 X 0 0 0 SUSAN THOMAS DIRECTOR 0.25 X 0 0 0 JOSEPH CRAFT CHAIR-ELECT 0.25 X X 0 0 0 BARBARA HEYMAN SECRETARY 0.25 X X 0 0 0 MARCIA MACLEOD CHAIRMAN 0.25 X X 0 0 0 SCOTT VAUGHN FINANCE CHAIR 0.25 X X 0 0 0 PAUL NELSON CFO 35.00 X 141231 0 4051 MEGAN NESBIT DEPUTY DIRECTOR 35.00 X 118174 0 0 702105 0 20330 3 0 1 0 GITWIT 301 E ARCHER ST TULSA OK 74120 DIGITAL MARKETING 113500 1 275968 2284209 45578 2283622 4889377 MUSEUM ADMISSIONS 900099 602218 602218 MUSEUM SERVICES 900099 436226 436226 MUSEUM OTHER 900099 106991 106991 MUSEUM EDUCATION 900099 23669 23669 1169104 1150132 1150132 5302492 2657903 8310 2644589 -8310 2636279 2636279 1372397 2284209 639277 733120 733120 527575 251346 276229 276229 10854241 1445333 0 4519531 770816 423949 231245 115622 3352498 2791441 21003 540054 305605 238372 18336 48897 451152 351899 27069 72184 292771 228361 17566 46844 1817 156 1661 24600 24600 164718 164718 15026 12830 1890 306 176317 154961 21356 30431 28060 2023 348 5565 2896 1617 1052 579846 550187 14885 14774 30023 13558 8726 7739 12394 10769 1285 340 30496 28030 2466 537508 527467 6694 3347 165946 143637 21132 1177 CONTRACT SERVICES 372405 225323 28324 118758 OTHER EXPENSES 219227 57666 62744 98817 EXHIBITION EXPENSE 163576 163576 ENTERTAINMENT & PROMOTI 144082 88736 26120 29226 333179 255337 54877 22965 8179998 6461929 574263 1143806 218087 27173 688559 1326954 19781 11022 123212 150614 28942955 19609805 9640900 9333150 59673325 50554744 6759628 6293741 1838720 2180606 78962212 69878004 1347813 1819499 1465804 889749 431250 100000 3244867 2809248 X 28014089 26236652 47703256 40832104 75717345 67068756 78962212 69878004 X 2674243 -10391850 -930982 X 0 1 X 1 0 X 5849629 3955566 5057378 2930171 4889377 22682121 5849629 3955566 5057378 2930171 4889377 22682121 847007 21835114 1404874 2314785 1185013 4221955 3794721 12921348 35603469 12921348 0.61330 0.62080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 48423772 -4422526 2144513 164718 41692015 38618973 11327279 1404943 117537 48423772 39940806 12801 787152 2000240 121546 38618973 39104767 1013916 2069164 2028893 218148 39940806 38011723 442543 2526824 1655447 220876 39104767 0.06000 0.71000 0.23000 1 0 2412477 2412477 15927386 13366370 2561016 3711313 3116791 594522 6891779 3126644 3765135 9333150 HEDGE FUNDS AND OTHER INVESTMENTS 6293741 C 6293741 172478 -10391850 -125195 -10517045 10689523 164718 164718 10854241 8821063 805783 805783 8015280 164718 164718 8179998 PART V, LINE 4: ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE PERMANENT SOURCE OF INCOME FOR USE BY THE ORGANIZATION. QUASI-ENDOWMENT FUNDS PROVIDE UNRESTRICTED FUNDING TO PHILBROOK ON AN ANNUAL BASIS, AS WELL AS CONSERVATION AND ACCESSIONS. DONOR RESTRICTED ENDOWMENT FUNDS ARE HELD FOR GENERAL OPERATIONS, GROUND MAINTENANCE, ART ACQUISITION AND OTHER PROGRAMS. THE PRINCIPAL IS INVESTED AND KEPT INTACT IN PERPETUITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN BENEFICAL INTEREST IN ASSETS HELD BY OTHERS PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: COLLECTION ITEMS PURCHASED NOT CAPITALIZED PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES SCHEDULE D, PARTIII, LINE 1A: WORKS OF ART IN PHILBROOK'S COLLECTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF ARTWORKS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF A DONOR MAKES A CONTRIBUTION INTENDED TO FUND A SUBSEQUENT PURCHASE OF ARTWORK. CONTRIBUTIONS OF WORKS OF ART ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PART III, LINE 4: PHILBROOK IS A GENERAL FINE ARTS MUSEUM COMMITTED TO COLLECTING AND EXHIBITING ART FROM A BROAD RANGE OF PERIODS AND CULTURES. THE SIZE (APPROXIMATELY 15,000 OBJECTS, INCLUDING LONG-TERM LOANS) AND VARIETY OF THE COLLECTION HAS MADE PHILBROOK A UNIQUE RESOURCE FOR THE STATE AND REGION. COLLECTION AREAS INCLUDE: AMERICAN AND EUROPEAN PAINTING AND SCULPTURE; NATIVE AMERICAN ART, PRINTS AND DRAWINGS; ASIAN ART; AFRICAN SCULPTURE; AMERICAN AND EUROPEAN DECORATIVE ART; AND ANTIQUITIES. PHILBROOK ADOPTED A COMPREHENSIVE COLLECTIONS MANAGEMENT POLICY IN 1981 WHICH HAS BEEN UPDATED PERIODICALLY SINCE THEN, MOST RECENTLY IN 2018. THIS POLICY ADDRESSES PROCEDURES FOR ACCESSIONING, DEACCESSIONING, DOCUMENTATION AND OTHER ASPECTS OF COLLECTION MANAGEMENT. PHILBROOK'S COLLECTION POLICY PROVIDED THAT PERMANENT COLLECTIONS ARE 1) HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; 2) PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND 3) SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE RESTRICTED TO THE ACQUISITION OF OTHER ITEMS FOR COLLECTIONS. WINE EXPERIENCE 3266914 2227516 1039398 131384 2250 419705 FESTIVAL 231546 4925 226621 2757 27480 32422 2 158146 51768 106378 1473 5575 16231 3656606 2284209 1372397 135614 35305 468358 639277 733120 X X X 0 0 0 1 0 0 0 0 0 SCOTT STULEN CEO/PRESIDENT 307275 0 135425 0 0 0 0 0 16279 0 458979 0 0 0 FRAUKE PETERSON TRUSTEE AND AUDIT CHAIR 52442 EFFECTIVE MARCH 13, 2020, PHILBROOK ENGAGED LUXA ENTERPRISES TO PROVIDE HUMAN RESOURCES AND PAYROLL SERVICES. THE CEO AND MANAGING PARTNER OF LUXA IS FRAUKE PETERSON. MS. PETERSON IS A PHILBROOK TRUSTEE AND CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. 0 0 1 0 PART I, LINE 33: THE ORGANIZATION HAS NOT INCLUDED ANY REVENUE FOR DONATED WORKS OF ART OR HISTORICAL TREASURES IN PART VIII, LINE 1G. IN ACCORDANCE WITH ITS ELECTION NOT TO REPORT REVENUES OR ASSETS UPON RECEIPT OF CONTRIBUTIONS OF WORKS OF ART AND HISTORICAL TREASURES UNDER ASU 958, NO REVENUE OR ASSETS WERE INCLUDED ON THE 990 FOR THESE CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 BILL THOMAS, DIRECTOR AND SUSAN THOMAS, DIRECTOR ARE HUSBAND AND WIFE. STEPHEN J. HEYMAN, DIRECTOR AND BARBARA HEYMAN, DIRECTOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PAID MEMBERSHIPS AT LEVELS FROM $65-$10,000 PER YEAR. FORM 990, PART VI, SECTION A, LINE 7A ONE-THIRD OF TRUSTEES ARE ELECTED EACH YEAR BY MEMBERSHIP AT THE ANNUAL MEETING FOR A 3-YEAR TERM. THERE MAY BE SPECIAL ELECTIONS TO FILL AN OPEN POSITION WHEN A TRUSTEE HAS RESIGNED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BY AN E-MAIL NOTICE AND LINK TO THE ELECTRONIC COPY. THE AUDIT COMMITTEE (SUB-COMMITEE OF THE BOARD), COMPRISED OF MEMBERS FROM THE BOARD OF DIRECTORS, MEETS WITH THE MUSEUM STAFF AND OUTSIDE TAX PREPARERS FOR REVIEW AND APPROVAL BEFORE FINALIZING AND FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S THIRD PARTY HUMAN RESOURCES PROVIDER REVIEWS JOB DESCRIPTIONS, ASSIGNS GRADES TO POSITIONS, AND ASSIGNS PAY RANGES TO GRADES BASED ON COMPARABLE DATA. THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REGULARLY REVIEWS THE COMPENSATION AND PERFORMANCE OF THE ORGANIZATION'S CEO, GENERAL SALARY LEVELS AND OVERALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY OTHERS -125,195. ART ACQUISITIONS -805,787. LA VILLA RESTAURANT INC 2727 S ROCKFORD ROAD TULSA OK 74114 731447505 HOLDS A MASTER LEASE OK N/A