2021-02-04T08:32:19-06:00 2020-06-30 341667340 PACKER THOMAS 2815 WILMINGTON ROAD SUITE 2 NEW CASTLE PA 16105 990 2019-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2021-01-19 1 JOSEPH GABRIEL P00595382 7246572880 2019 2022-09-23 18:48:47Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 30485270 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 31 31 31 110 0 0 2204221 1011731 57490 22625 5406249 786109 80646 176465 7748606 1996930 0 0 0 0 1403917 1427543 0 0 192297 1756011 1806883 3159928 3234426 4588678 -1237496 81841876 80654144 127308 379046 81714568 80275098 X TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 1 826129 33947 ART COLLECTIONS 953335 3360 ART EXHIBITS 219721 19269 EDUCATIONAL PROGRAMS 1999185 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 34 0 1 31 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X AMY KAUFMAN 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR MICHAEL SHULTZ VICE PRESIDENT 1.00 X X 0 0 0 GARY BITONTE MD PRESIDENT 1.00 X X 0 0 0 FRANKLIN S BENNETT TREASURER 1.00 X X 0 0 0 VINCENT BACON SECRETARY 1.00 X X 0 0 0 SALVATORE C APICELLA MD TRUSTEE 1.00 X 0 0 0 BOBBY BAKER TRUSTEE 1.00 X 0 0 0 DR DEE BANKS TRUSTEE 1.00 X 0 0 0 RON BARRON TRUSTEE 1.00 X 0 0 0 THOMAS J CAVALIER TRUSTEE 1.00 X 0 0 0 DR JOHN L DUNNE TRUSTEE 1.00 X 0 0 0 CONSTANTINE ECONOMUS MD TRUSTEE 1.00 X 0 0 0 THOMAS M HUMPHRIES TRUSTEE 1.00 X 0 0 0 TAZIM N JAFFER TRUSTEE 1.00 X 0 0 0 ATTY CARL G JAMES TRUSTEE 1.00 X 0 0 0 ATTY NILS JOHNSON JR TRUSTEE 1.00 X 0 0 0 NICHOLAS KATZ TRUSTEE 1.00 X 0 0 0 DAVID J KOSTOLANSKY TRUSTEE 1.00 X 0 0 0 DOUGLAS M LUMSDEN JR TRUSTEE 1.00 X 0 0 0 CHARLES W MASTERS TRUSTEE 1.00 X 0 0 0 THOMAS MCNICKLE TRUSTEE 1.00 X 0 0 0 DR CONSUELO MENDEZ TRUSTEE 1.00 X 0 0 0 CHRIS MURANSKY TRUSTEE 1.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 X 0 0 0 JUDGE BENITA Y PEARSON TRUSTEE 1.00 X 0 0 0 MS CATHERINE W POWERS TRUSTEE 1.00 X 0 0 0 ROBERT SAVAGE TRUSTEE 1.00 X 0 0 0 TED SCHMIDT TRUSTEE 1.00 X 0 0 0 JOHN M SUMANSKY PHD TRUSTEE 1.00 X 0 0 0 JAMES P TRESSEL TRUSTEE 1.00 X 0 0 0 MRS FLORENCE WANG TRUSTEE 1.00 X 0 0 0 SCOTT ZOLDAN TRUSTEE 1.00 X 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 40.00 X 207500 0 0 DR AMY KAUFMAN ACCOUNTING DIRECTOR 40.00 X 114589 0 0 322089 0 0 2 0 1 0 PNC 100 EAST FEDERAL ST STE 700 YOUNGSTOWN OH 44503 INVESTMENT MANAGEMENT 118440 1 30195 75761 905775 750 1011731 INSTRUCTIONAL/EXHIBIT FEES 900099 22625 22625 22625 1143716 1143716 60270 54600 5670 5670 5670 27979734 28215194 122147 -235460 -122147 -357607 -357607 224645 82131 142514 142514 40768 14268 26500 26500 MISCELLANEOUS REVENUE 900099 1781 1781 1781 1996930 56576 0 928623 207500 103750 83000 20750 892730 446365 357092 89273 59211 29606 23684 5921 190205 95102 76082 19021 77897 38948 31159 7790 28326 8498 19828 30000 30000 227233 227233 87140 22924 64216 39413 5912 29560 3941 27942 26545 1397 433261 372122 45538 15601 9148 9148 547934 487661 60273 79890 71901 7989 FREIGHT AND SHIPPING 94273 94273 PRINTING EXPENSE 82908 78763 4145 EXHIBITS EXPENSE 49996 49996 EDUCATION EXPENSE 27602 26222 1380 41817 31449 10368 3234426 1999185 1042944 192297 479832 658555 1053584 894220 145049 82218 202359 188905 13883 17648 50358 124248 17588878 10451172 7583829 7137706 51116715 50253627 21196267 21297017 81841876 80654144 125682 95794 1626 452 282800 127308 379046 X 72549105 70915786 9165463 9359312 81714568 80275098 81841876 80654144 -1237496 -201974 0 X X 0 1 X 1 0 X 1959887 1258312 1928478 1293402 1011731 7451810 1959887 1258312 1928478 1293402 1011731 7451810 1870372 5581438 751998 845727 863792 1116155 1149386 4727058 57850 13064 7458 26001 142514 246887 12425755 295236 0.44920 0.47900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 3,253. SPECIAL EVENTS - 2015 AMOUNT: $ 18,894. 2016 AMOUNT: $ 13,064. 2017 AMOUNT: $ 7,458. 2018 AMOUNT: $ 26,001. 2019 AMOUNT: $ 142,514. SALE OF INVENTORY - 2015 AMOUNT: $ 35,703. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 30000 0 0 30000 0 PART II-B, LINE 1: ENGAGED SERVICES OF A PROFESSIONAL LOBBYIST TO CALL ON AND MEET WITH STATE OF OHIO GOVERNMENT OFFICIALS, LEGISLATORS, AND THEIR STAFFS FOR THE PURPOSE OF INFORMING THEM OF THE BUTLER'S NEED FOR STATE FUNDING IN THE OHIO BUDGET FOR ARTS ORGANIZATIONS. 750 21297017 X X X X 0 42536894 -583802 325095 41627997 41199889 1373755 36750 42536894 39081742 2346882 228735 41199889 36299428 3104275 321961 39081742 37485832 -1022235 164169 36299428 0.81940 0.18060 0 0 55000 55000 15424591 8665822 6758769 2109287 1785350 323937 7137706 ART COLLECTION 21297017 21297017 1877325 -201974 54600 -227233 -374607 2251932 -255002 -255002 1996930 3316795 54600 122147 132855 309602 3007193 227233 227233 3234426 PART III, LINE 4: SINCE 1919, THE BUTLER INSTITUTE HAS BEEN COMMITTED TO THE PROMOTION AND CULTIVATION OF AESTHETIC VALUES BY COLLECTING AND EXHIBITING WORKS OF PROMINENT AMERICAN ARTISTS. THE MUSEUM'S HOLDINGS NOW NUMBER OVER 18,000 WORKS OF ART: PAINTINGS, WORKS ON PAPER, SCULPTURE, CERAMICS, PHOTOGRAPHS, AND PIECES IN SPECIAL COLLECTIONS. THE PERMANENT COLLECTION IS EXHIBITED IN HISTORICAL SEQUENCE THROUGHOUT THE NINE FIRST FLOOR GALLERIES OF THE INSTITUTE. THE SECOND FLOOR GALLERIES SURROUNDING BEECHER COURT ARE USED FOR SPECIAL EXHIBITIONS OF THE COLLECTION, BASED ON TOPICAL OR HISTORIC THEMES. THE MUSEUM'S ARCHIVAL DOCUMENTS REPRESENT PRIMARY SOURCE MATERIAL RELATING TO THE FOUNDING, ACQUISITION, AND GROWTH OF THE INSTITUTE'S COLLECTIONS. THESE PRIMARY SOURCE MATERIALS INCLUDE HOLOGRAPH LETTERS FROM ARTISTS, COLLECTORS, GALLERY OWNERS, AND THE STAFF OF THE BUTLER INSTITUTE OF AMERICAN ART. THE PERMANENT COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, AND THE HISTORIC STRUCTURE. ALL OBJECTS IN THE PERMANENT COLLECTION ARE ACCESSED AND FOLLOW ACCEPTED PRACTICES FOR ACQUISITION. ARTISTS' FILES CONSIST OF LETTERS, PHOTOGRAPHS, EXHIBITION RECORDS, PUBLICATION HISTORY AND PROVENANCE, AND RELATE TO SPECIFIC OBJECTS IN THE COLLECTION. THE ARCHIVE CONSISTS OF EXHIBITION CATALOGS, PUBLIC RELATIONS FILES, AND PRIMARY SOURCE MATERIAL RELATED TO THE CONSTRUCTION OF THE HISTORIC STRUCTURE. THE ARCHIVES ARE ACCESSIBLE TO MUSEUM STAFF ONLY. SELECTED ITEMS HAVE BEEN DIGITIZED FOR WEB AND KIOSK USE. THE COLLECTION IS DIRECTLY RELATED TO THE EDUCATIONAL PURPOSE OF THE MUSEUM. THE COLLECTION IS DISPLAYED FOR PUBLIC VIEWING AND IS DIRECTLY USED IN THE EDUCATIONAL PROGRAMS OFFERED BY THE MUSEUM'S EDUCATION DEPARTMENT. THE MUSEUM OFFERS SIGNIFICANT ACCESS TO THE COLLECTION FOR THE PUBLIC THROUGH REGULAR OPEN HOURS, A FREE ADMISSION POLICY, DETAILED MATERIAL DESCRIBING THE COLLECTION, AND SIGNIFICANT PROMOTION OF THE MUSEUM. PART V, LINE 4: THE PURPOSES OF THE ENDOWMENT ARE TO ADVOCATE THE APPRECIATION OF ART TO THE MUSEUM'S MEMBERS AND TO THE COMMUNITY. THE OBJECTIVE OF THE UNDERLYING INVESTMENTS WITHIN THE ENDOWMENT FUNDS IS TO ALLOW FOR PRINCIPAL PRESERVATION, GROWTH OF PRINCIPAL, AND TO PROVIDE AN INCOME STREAM FOR USES OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT EXPENSES -227,233. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -122,147. FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES -132,855. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 132,855. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 227,233. AMERICAN HOLIDAY GALA 224645 224645 82131 224645 224645 82131 82131 142514 X 0 0 0 0 0 0 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 207500 0 0 0 0 0 0 0 0 0 207500 0 0 0 PART I, LINE 3 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. X 15 750 APPRAISED VALUE 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION HAD LEASED SPACE TO OPERATE A BRANCH LOCATION IN TRUMBULL COUNTY, OHIO. THE LEASE AGREEMENT WAS TERMINATED IN DECEMBER 2019 AND THE ORGANIZATION INCURRED A LOSS OF $122,147 RELATED TO THE ABANDONMENT OF LEASEHOLD IMPROVEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE BEING SIGNED BY THE EXECUTIVE DIRECTOR, DR. LOUIS ZONA. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW BOARD MEMBERS AND STAFF AND IS DISCUSSED IN BOARD AND STAFF MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.