2021-08-04T12:09:45-05:00 2020-09-30 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2019-10-01 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 2021-08-03 1 JOHN VINCENT DAVILA P01434256 8173321328 2021-08-03 2019 2022-09-23 18:48:47Z KIPPEN DE ALBA CHU 1600 GENDY STREET FORT WORTH TX 76107 10151516 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. 33 28 327 5 7809 0 4251951 7700447 3307038 1163977 134787 349245 777945 204658 8471721 9418327 0 0 0 0 5332143 4250235 0 0 590358 5768855 4194524 11100998 8444759 -2629277 973568 56250477 57295184 5921595 6029855 50328882 51265329 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 2912691 531684 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. 866412 347315 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 2019, 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 2019, 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 2019, THE MUSEUM BROUGHT STEM LEARNING FUN TO 45 SCHOOLS WITH OVER 10,000 IN ATTENDANCE. 439366 202919 THE MUSEUM FOSTERS MULTIGENERATIONAL LEARNING AND ENGAGEMENT WITH SCIENCE, HISTORY, CULTURE, AND THE HUMANITIES. IN THE OMNI IMAX THEATER, EDUCATIONAL DOCUMENTARY FILMS SUCH AS SUPERPOWER DOGS, BACKYARD WILDERNESS, AND DOPHINS PROVED HIGHLY POPULAR WITH OUR GUESTS. CURRENTYLY, APOLLO 11 FIRST STEP EDITION IS ON VIEW, IMMERSING AUDIENCES IN THE REAL-LIFE MOMENTS OF THE FIRST LUNAR LANDING, JUST IN TIME FOR THE 50TH ANNIVERSARY OF THE MOST SIGNIFICANT HUMAN ACHEIVEMENT OF THE 20TH CENTURY. ATTENDANCE FOR THE OMNI DURING FY 2019 WAS 145,194. 180109 OTHER PROGRAM SERVICES CONSIST OF RENTAL INCOME, NET INCOME FROM SALES OF INVENTORY, PARKING FEES, AND OTHER PROGRAM REVENUES. 180109 4218469 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 23 0 1 327 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 28 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 WILLIAM POLLARD CHAIR 2.50 X X 0 0 0 RICHARD RUSSACK VICE CHAIR 2.50 X X 0 0 0 DAVID E NOLET TREASURER 2.50 X X 0 0 0 WHIT SMITH SECRETARY 2.50 X X 0 0 0 LORENE AGATHER TRUSTEE 1.00 X X 0 0 0 MIKE ATKINSON TRUSTEE 1.00 X 0 0 0 MARIANNE AULD TRUSTEE 1.00 X 0 0 0 STEPHANIE BIRD BAKER TRUSTEE 1.00 X 0 0 0 BRANDON BLEDSOE 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 TYLER T CRUMLEY TRUSTEE 1.00 X 0 0 0 JOHN E DUDLEY TRUSTEE 1.00 X 0 0 0 JAMES FINLEY 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 ASHLEY JOHNSON TRUSTEE 1.00 X 0 0 0 CARTER MARTIN 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 JOHN PINKERTON TRUSTEE 1.00 X 0 0 0 ALSTON ROBERTS 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 STEVE TATUM 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 318554 0 0 DOUGLAS A ROBERTS CHIEF TECHNOLOGY OFFICER 40.00 X 141930 0 0 KIPPEN DE ALBA CHU CHIEF ADMINISTRATIVE OFFICER 40.00 X 171037 0 0 631521 0 0 3 0 1 0 AMY ROMANS 12 3RD STREET LANDERA RANCH CA 92694 DESIGN CONCEPT SERVICES 145320 1 423821 78500 13143 7184983 2601682 7700447 EXHIBIT ADMISSIONS 712110 531684 531684 EDUCATIONAL PROGRAMS 611110 347315 347315 THEATER ADMISSIONS 712110 255861 173802 82059 PLANETARIUM ADMISSIONS 712110 29117 29117 1163977 66578 66578 35067 35067 91385 152983 -61598 -61598 12652 -74250 178234 592925 0 488492 178234 104433 282667 282667 116400 78500 52668 63732 63732 109442 39046 70396 70396 MISCELLANEOUS OTHER IT 712110 95101 95101 PARKING FEES 712110 1960 1960 97061 9418327 1262027 7809 448044 642475 176874 233075 232526 2847240 1613991 1166668 66581 34170 34170 471847 67067 354784 49996 254503 132146 103778 18579 755999 313706 331615 110678 7205 7205 72731 72731 17139 17139 55026 31568 12801 10657 200922 108061 56668 36193 191906 98329 92026 1551 17602 5592 12010 458929 1564 449398 7967 42359 23547 18088 724 13172 6561 5147 1464 56378 1648 29155 25575 1763041 1402075 355339 5627 123619 123619 REPAIRS AND MAINTENANCE 151294 40538 110756 RENTAL EXPENSES 112664 95488 17176 FILM PRINT RENTAL 82808 82808 BAD DEBT EXPENSE 28228 825 7711 19692 43502 16081 24873 2548 8444759 4218469 3635932 590358 654552 855294 1459955 2258732 40596 14305 14595 5405 26842 4343 92775500 41835675 49726386 50939825 3617241 3194885 710310 22395 56250477 57295184 3769355 4113065 352930 176388 1353379 885054 275000 825344 170931 30004 5921595 6029855 X 32970928 33719743 17357954 17545586 50328882 51265329 56250477 57295184 X 973568 37879 -75000 X X 0 1 X 1 0 X 5632622 6091600 10247247 4251951 7700447 33923867 5632622 6091600 10247247 4251951 7700447 33923867 9218026 24705841 442768 138053 178601 185565 40047 985034 5030 18684 7809 31523 272458 329201 284057 97061 982777 35923201 18344622 0.68770 0.62830 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 6710148 14171 261707 787900 6198126 6729295 14171 74498 107816 6710148 6863696 300232 434633 6729295 6622416 349280 108000 6863696 6072109 692629 407678 550000 6622416 0.44000 0.56000 0 0 423225 423225 67234858 24331157 42903701 51046 32869 18177 5487527 4934312 553215 19578844 12537337 7041507 50939825 INVESTMENTS -RESTRICTED FOR LONG-TERM PURPOSES 3194885 F 3194885 DEPOSITS HELD/REFUNDS DUE 11645 DEFERRED GIFT CARDS 18359 30004 X 9569719 37880 37880 9531839 17139 -130651 -113512 9418327 8633271 205651 205651 8427620 17139 17139 8444759 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 75,000. RENTAL EXPENSES -152,983. FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STATE -52,668. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RELATED AND NETTED WITH RENTAL INCOME IN THE STATEMENT OF RE 152,983. FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STATE 52,668. MAD SCIENTISTS BALL 194900 78500 116400 2394 5735 15516 29023 194900 78500 116400 2394 5735 15516 29023 52668 63732 X 0 1 X X 0 0 0 0 0 0 0 0 0 VAN ROMANS PRESIDENT 312023 0 0 0 6531 0 0 0 0 0 318554 0 0 0 KIPPEN DE ALBA CHU CHIEF ADMINISTRATIVE OFFICER 171037 0 0 0 0 0 0 0 0 0 171037 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 145320 DESIGN CONCEPT SERVICES 0 THE WHITNEY SMITH COMPANY WHIT SMITH, OWNER, BOARD TRUSTEE 2400 HUMAN RESOURCES CONSULTANT 0 X 1 2500000 APPRAISED VALUE X AIR TRAVEL VOUCHERS 1 75000 FMV X ADVERTISING 24 25507 FMV X MISC OTHER LINKIN DONA 2 1175 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. FORM 990, PART XI, LINE 9: AIRLINE MILES DONATED RECOGNIZED ON TAX BUT NOT ON BOOK -75,000. SCHEDULE 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.