GILCREASE MUSEUM MANAGEMENT TRUST: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GILCREASE MUSEUM MANAGEMENT TRUST (EIN 26-2205415)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-28
- IRS object ID
- 202101189349301050
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-28T10:23:55-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262205415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILCREASE MUSEUM MANAGEMENT TRUST | BusinessNameLine1Txt |
| Business Name Line2 | THE UNIVERSITY OF TULSA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL D THESENVITZ | InCareOfNm |
| Business Name Control | GILC | BusinessNameControlTxt |
| Phone | 9186313244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D THESENVITZ | PersonNm |
| Person Title | ASSOC. VP/CONTROLLER | PersonTitleTxt |
| Phone | 9186313244 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET LEVIT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,178,680 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTULSA.EDU | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO UNDERSTAND THE DIVERSE HERITAGE OF THE AMERICAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 93 | TotalEmployeeCnt |
| Total Volunteers | 171 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,129,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,774,873 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $641,972 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $836,064 | CYProgramServiceRevenueAmt |
| PY Investment Income | $908,063 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,369,462 | CYInvestmentIncomeAmt |
| PY Other Revenue | $186,415 | PYOtherRevenueAmt |
| CY Other Revenue | $153,997 | CYOtherRevenueAmt |
| PY Total Revenue | $13,866,416 | PYTotalRevenueAmt |
| CY Total Revenue | $22,134,396 | 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 | $4,133,990 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,263,952 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $919,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,957,885 | PYOtherExpensesAmt |
| CY Other Expenses | $2,284,825 | CYOtherExpensesAmt |
| PY Total Expenses | $7,091,875 | PYTotalExpensesAmt |
| CY Total Expenses | $6,548,777 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,774,541 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,585,619 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,988,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,688,276 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $441,261 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $536,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,547,674 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,151,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GILCREASE MUSEUM, THROUGH ITS COLLECTIONS, IS DEDICATED TO BRINGING ART, HISTORY, AND PEOPLE TOGETHER TO DISCOVER, ENJOY, AND UNDERSTAND THE DIVERSE HERITAGE OF THE AMERICAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,416,564 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,684 | RevenueAmt |
| Desc | CURATORIAL - MANAGEMENT OF THE MUSEUM COLLECTIONS, EXHIBITIONS, AND TEMPORARY EXHIBITIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $319,891 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $648,890 | RevenueAmt |
| Desc | SPECIAL EXHIBITIONS - GILCREASE MUSEUM OFFERS SPECIAL EXHIBITIONS EACH YEAR FROM A ROBUST ARCHIVE SPECIALIZING IN THE FINE ARTS, ANTHROPOLOGY AND THE AMERICAN WEST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,287,676 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $279,410 | RevenueAmt |
| Desc | PROGRAMS - GILCREASE MUSEUM OFFERS A VARIETY OF PROGRAMMING AND EVENTS TO GROUPS, TOURS, AND PUBLIC FOR THE PURPOSE OF LEARNING ABOUT ART AND HISTORY THROUGH THE EXHIBITIONS AND COLLECTIONS OF THE GILCREASE MUSEUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $301,129 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,962 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,325,260 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 93 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D THESENVITZ | PersonNm |
| Phone | 9186312583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GERARD CLANCY | ||||||
| TRUSTEE | 1.0 | 40.0 | Yes (X) | $0 | $671,224 | $46,939 |
| KEVAN BUCK | ||||||
| TRUSTEE | 1.0 | 40.0 | Yes (X) | $0 | $343,524 | $39,561 |
| FREDERIC DORWART | ||||||
| TRUSTEE | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,014,748 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WITT FIALA FLANNERY AND ASSOCIATES | |||||
| 2815 OLIVE STREET | ST LOUIS | MO | 63103 | GROUNDS & JANITORIAL | $249,526 |
| TESSITURA NETWORK INC | |||||
| 11700 PRESTON RD STE 660 | DALLAS | TX | 75230 | DONOR SOFTWARE | $118,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,290,218 | GovernmentGrantsAmt |
| All Other Contributions | $16,484,655 | AllOtherContributionsAmt |
| Noncash Contributions | $578,775 | NoncashContributionsAmt |
| Total Contributions | $19,774,873 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALES EDUCATION DEPT/PUBLIC SVCS | 611710 | $121,106 | $121,106 |
| RESEARCH SERVICES | 611710 | $685,751 | $685,751 |
| _ | |||
| _ | |||
| _ |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,207 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $836,064 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,466 | TotalRevenueColumnAmt |
| Exclusion | $169,466 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,115 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,115 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,115 | TotalRevenueColumnAmt |
| Exclusion | $28,115 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,130,209 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,925,733 | SecuritiesAmt |
| Other | $4,480 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,204,476 | SecuritiesAmt |
| Other | -$4,480 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,199,996 | TotalRevenueColumnAmt |
| Exclusion | $1,199,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $239,953 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $114,071 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,882 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,134,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $961,946 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,397,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,191,356 | TotalAmt |
| Program Services | $2,201,235 | ProgramServicesAmt |
| Management And General | $642,815 | ManagementAndGeneralAmt |
| Fundraising | $347,306 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,950 | TotalAmt |
| Program Services | $48,278 | ProgramServicesAmt |
| Management And General | $14,719 | ManagementAndGeneralAmt |
| Fundraising | $7,953 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,736 | TotalAmt |
| Program Services | $554,082 | ProgramServicesAmt |
| Management And General | $157,806 | ManagementAndGeneralAmt |
| Fundraising | $103,848 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,910 | TotalAmt |
| Program Services | $126,503 | ProgramServicesAmt |
| Management And General | $38,569 | ManagementAndGeneralAmt |
| Fundraising | $20,838 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,326 | TotalAmt |
| Management And General | $121,326 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,532 | TotalAmt |
| Program Services | $409,610 | ProgramServicesAmt |
| Management And General | $139,957 | ManagementAndGeneralAmt |
| Fundraising | $70,965 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,134 | TotalAmt |
| Fundraising | $211,134 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,753 | TotalAmt |
| Program Services | $406,328 | ProgramServicesAmt |
| Management And General | $104,219 | ManagementAndGeneralAmt |
| Fundraising | $82,206 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,375 | TotalAmt |
| Program Services | $319,069 | ProgramServicesAmt |
| Management And General | $56,306 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,689 | TotalAmt |
| Program Services | $29,292 | ProgramServicesAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
| Fundraising | $3,123 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,154 | TotalAmt |
| Program Services | $50,154 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENTERTAINMENT | $183,975 | $142,840 | $11,876 | $29,259 |
| MEMBERSHIP | $92,920 | $37,826 | $12,538 | $42,556 |
| _ | $0 | |||
| _ | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,967 | TotalAmt |
| Program Services | $43 | ProgramServicesAmt |
| Management And General | $3,924 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,548,777 | TotalAmt |
| Program Services | $4,325,260 | ProgramServicesAmt |
| Management And General | $1,304,329 | ManagementAndGeneralAmt |
| Fundraising | $919,188 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,504,664 | BOYAmt |
| EOY | $5,825,139 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,500,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,829,357 | BOYAmt |
| EOY | $10,932,263 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,064 | BOYAmt |
| EOY | $197,378 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,432 | BOYAmt |
| EOY | $44,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $770,423 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $544,568 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,590 | BOYAmt |
| EOY | $225,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,344 | BOYAmt |
| EOY | $116,423 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,976,350 | BOYAmt |
| EOY | $20,776,517 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,134 | BOYAmt |
| EOY | $69,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,988,935 | BOYAmt |
| EOY | $48,688,276 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,511 | BOYAmt |
| EOY | $532,526 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,750 | BOYAmt |
| EOY | $4,250 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,261 | BOYAmt |
| EOY | $536,776 | 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 | $506,041 | BOYAmt |
| EOY | $401,063 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,041,633 | BOYAmt |
| EOY | $47,750,437 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,547,674 | BOYAmt |
| EOY | $48,151,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,988,935 | BOYAmt |
| EOY | $48,688,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,585,619 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,954,165 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $972,372 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,762,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,414,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,398,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,899,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,484,655 | CurrentTaxYearAmt |
| Total | $48,959,684 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,982,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,003,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,066,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,230,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,290,218 | CurrentTaxYearAmt |
| Total | $15,572,960 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,745,252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,417,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,464,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,129,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,774,873 | CurrentTaxYearAmt |
| Total | $64,532,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,920,282 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,612,362 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,581 | CurrentTaxYearAmt |
| Total | $546,509 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,079,153 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,974,486 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76234 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83862 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| 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 | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,114,694 | BeginningYearBalanceAmt |
| Contributions | $2,710,005 | ContributionsAmt |
| Investment Earnings Or Losses | $188,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $998,452 | OtherExpendituresAmt |
| Administrative Expenses | $121,326 | AdministrativeExpensesAmt |
| End Year Balance | $20,892,940 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,595,748 | BeginningYearBalanceAmt |
| Contributions | $3,188,786 | ContributionsAmt |
| Investment Earnings Or Losses | $1,185,804 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $855,644 | OtherExpendituresAmt |
| End Year Balance | $19,114,694 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,432,654 | BeginningYearBalanceAmt |
| Contributions | $2,830,527 | ContributionsAmt |
| Investment Earnings Or Losses | $1,073,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $741,366 | OtherExpendituresAmt |
| End Year Balance | $15,595,748 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,080,075 | BeginningYearBalanceAmt |
| Contributions | $4,827,255 | ContributionsAmt |
| Investment Earnings Or Losses | $1,098,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $572,762 | OtherExpendituresAmt |
| End Year Balance | $12,432,654 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,176,689 | BeginningYearBalanceAmt |
| Contributions | $575,824 | ContributionsAmt |
| Investment Earnings Or Losses | -$326,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $346,308 | OtherExpendituresAmt |
| End Year Balance | $7,080,075 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $770,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $544,568 | DepreciationAmt |
| Book Value | $225,855 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $225,855 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUNDS | Desc |
| Book Value | $20,776,517 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,776,517 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $21,645,166 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,954,165 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $473,738 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,112,523 | OtherRevenueAmt |
| Revenue Not Reported | -$367,904 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,013,070 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $121,326 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $121,326 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,134,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,022,840 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $473,738 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $121,651 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $595,389 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,427,451 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $121,326 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $121,326 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,548,777 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | Gilcrease Museum houses a comprehensive collection of the art, culture and history of North America. With more than 350,000 items, the museum tells the story of over 350 years of American paints, sculptures and works on paper, including the largest public holdings of art of the American West. Gilcrease Museum is dedicated to bringing art, history and people together to research, discover, enjoy and understand the diverse heritage of the Americas. |
| SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT FUNDS ARE PRIMARILY USED FOR THE SALARY OF THE MUSEUM EXECUTIVE DIRECTOR AND OTHER OPERATING PURPOSES. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | COST OF GOODS SOLD 114,071 ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS 998,452 --------- 1,112,523 |
| SCHEDULE D, PART XII, LINE 2D | COST OF GOODS SOLD 114,071 LOSS ON OBSOLETE INVENTORY 7,580 --------- 121,651 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERARD CLANCY | ||||||||||||||
| TRUSTEE | $0 | $619,805 | $0 | $0 | $0 | $51,419 | $0 | $24,750 | $0 | $22,189 | $0 | $718,163 | $0 | $0 |
| KEVAN BUCK | ||||||||||||||
| TRUSTEE | $0 | $315,815 | $0 | $0 | $0 | $27,709 | $0 | $24,750 | $0 | $14,811 | $0 | $383,085 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | GERARD CLANCY SERVES AS A TRUSTEE OF THE GILCREASE MUSEUM MANAGEMENT TRUST (GMMT) AND ALSO THE PRESIDENT AND TRUSTEE OF THE UNIVERSITY OF TULSA (TU), A RELATED ORGANIZATION. MR. CLANCYS SALARY IS SET SOLELY BY THE COMPENSATION COMMITTEE OF TU, WHICH USES AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS AND OTHER DATA IN ITS DELIBERATIONS. HE IS NOT PAID FOR HIS SERVICES TO GMMT. KEVAN BUCK SERVES AS A TRUSTEE OF THE GILCREASE MUSEUM MANAGEMENT TRUST (GMMT) AND IS ALSO THE VICE PRESIDENT OF BUSINESS AND FINANCE AND TREASURER OF THE UNIVERSITY OF TULSA (TU), A RELATED ORGANIZATION. MR. BUCKS SALARY IS SET SOLELY BY THE ADMINISTRATION OF TU. HE IS NOT PAID FOR HIS SERVICES TO GMMT. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $577,775 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISC. ITEM | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INVOICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN THIS COLUMN REPRESENT THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D | CONSERVATION (EXPENSES $241,494) PHOTOGRAPHY (EXPENSES $48,246) PUBLICATIONS (EXPENSES $11,389, REVENUE $2,962). EXPENSES $301,129. INCLUDING GRANTS OF $0. REVENUE $2,962 |
| FORM 990, PART V, LINE 2A | ALL SALARY EXPENSE REPORTED ON THIS RETURN WAS PAID BY THE UNIVERSITY OF TULSA (TU), WHICH WROTE THEIR PAYROLL CHECKS AND ISSUED THE EMPLOYEES' FORMS W-2. THEY ARE INCLUDED IN THE TU FORM W-3 REPORTING. |
| FORM 990, PART VI, SECTION A, LINE 2 | GERARD CLANCY, KEVAN BUCK, AND FREDERIC DORWART HAVE AN EMPLOYEE/EMPLOYER RELATIONSHIP AT THE UNIVERSITY OF TULSA. |
| FORM 990, PART VI, SECTION B, LINE 7A | THE GRANTOR OF THE TRUST, THE UNIVERSITY OF TULSA, HAS THE POWER TO APPOINT TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ASSOCIATE CONTROLLER GATHERS THE FORM 990 INFORMATION AND PROVIDES IT TO AN INDEPENDENT CPA FIRM TO PREPARE AND REVIEW THE FORM 990. A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT FOR REVIEW. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. ANY QUESTIONS OR CONCERNS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FORM 990 IS THEN PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | GILCREASE MUSEUM MANAGEMENT TRUST IS GOVERNED BY THE POLICIES AND PROCEDURES OF THE UNIVERSITY OF TULSA AND ITS BOARD OF TRUSTEES. EACH TRUSTEE FORMALLY DISCLOSED TO THE PRESIDENT ANY INTEREST SUCH TRUSTEE HOLDS THAT MAY GIVE RISE TO AN ACTUAL, APPARENT OR APPEARANCE OF CONFLICT OF INTEREST IN A TRANSACTION AFFECTING THE UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 15A | GILCREASE MUSEUM MANAGEMENT TRUST IS MANAGED BY THE UNIVERSITY OF TULSA. EACH YEAR THE HUMAN RESOURCE DEPARTMENT OF THE UNIVERSITY COMPLETES A COMPENSATION SURVEY PROJECT. INFORMATION IS GATHERED FROM THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCATION (CUPA) DATA. THIS COVERS DOCTORAL INSTITUTIONS AND THE UNIVERSITY'S PEER GROUP. OTHER NOTABLE SURVEYS USED BY THE UNIVERSITY ARE THE HEIT IT SURVEY FOR COLLEGES/UNIVERSITIES AND THE NCAA DIVISION I ATHLETIC SURVEY ALONG WITH VARIOUS STATE AND LOCAL SURVEYS. THE INFORMATION IS PRESENTED ANNUALLY TO THE ADMINISTRATION. THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE PRESIDENT AND PROVIDES RECOMMENDATION FOR APPROVAL TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GILCREASE MUSEUM MANAGEMENT TRUST IS MANAGED BY THE UNIVERSITY OF TULSA AND OPERATES UNDER THE UNIVERSITY'S POLICIES AND PROCEDURES. THE UNIVERSITY OF TULSA PROVIDES THE FINANCIAL STATEMENTS ON THE UNIVERSITY'S WEBSITE AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART X, LINES 27 & 28 | THE BEGINNING OF YEAR BALANCES HAVE BEEN ADJUSTED FROM THE PRIOR YEAR RETURN TO REFLECT THE AUDIT RESTATEMENT THAT CHANGED THE CLASSIFICATION OF NET ASSETS. |
| FORM 990, PART XI, LINE 9 | ENDOWMENT DISTRIBUTIONS OF REALIZED GAINS 998,452 COLLECTION ITEMS PURCHASED NOT CAPITALIZED (18,500) GAIN ON OBSOLETE INVENTORY (7,580) -------- 972,372 |
| FORM 990, PART XII, LINE 2 | ON JULY 1, 2008, THE UNIVERSITY OF TULSA CONTRACTED WITH THE CITY OF TULSA TO MANAGE THE GILCREASE MUSEUM. THE GILCREASE MUSEUM MANAGEMENT TRUST WAS FORMED, APPLIED FOR AND WAS ACCEPTED AS AN EXEMPT 501(C)(3) ORGANIZATION BY THE INTERNAL REVENUE SERVICE ON 2/12/2008. THE UNIVERSITY OF TULSA REPORTS ITS FINANCIAL STATEMENTS ON A CONSOLIDATED BASIS THAT INCLUDES THE GILCREASE MUSEUM MANAGEMENT TRUST'S FINANCIAL INFORMATION. THE GILCREASE MUSEUM MANAGEMENT TRUST FILES FORM 990 SEPARATE FROM THE UNIVERSITY OF TULSA. |
| FORM 990, PART XII, LINE 2C | THE DUTIES OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF TULSA IS ALSO CHARGED WITH THE REVIEW OF THE FINANCIAL STATEMENTS AND FILINGS WITH THE IRS FOR THE GILCREASE MUSEUM MANAGEMENT TRUST. THESE DUTIES WERE ADDED WHEN THE GILCREASE MUSUEUM MANAGEMENT TRUST WAS FORMED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF TULSA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S TUCKER DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579298 | EIN |
| Primary Activities | UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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