2020-04-27T23:26:07-05:00 2019-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2018-07-01 860072608 PHOENIX ART MUSEUM PHOE 6022571880 1625 N CENTRAL AVE PHOENIX AZ 85004 MARK KOENIG CFO/INTERIM CEO 6022571880 2020-04-24 1 COLETTE KAMPS CPA P00367616 4808394900 2020-04-24 72.44.192.92 2020-04-24 15:32:35 MS P 09839D337CB108244CDCC177B7C401FDEA82FE31 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z MARK KOENIG 1625 N CENTRAL AVE PHOENIX AZ 85004 10615921 0 X WWW.PHXART.ORG X 1949 AZ WORLD CLASS MUSEUM- SEE SCHEDULE O FOR FULL MISSION.PHOENIX ART MUSEUM IS A VIBRANT DESTINATION CONNECTING PEOPLE TO GREAT ART FROM AROUND THE WORLD TO ENRICH THEIR LIVES AND COMMUNITIES. 36 36 288 737 62738 10143 11932788 6542769 2309584 2560024 5972 11497 73173 656438 14321517 9770728 0 0 0 0 6737443 6977625 0 0 1404474 5028784 5474372 11766227 12451997 2555290 -2681269 11530687 8171843 4300375 2843458 7230312 5328385 X PHOENIX ART MUSEUM IS A VIBRANT DESTINATION CONNECTING PEOPLE TO GREAT ART FROM AROUND THE WORLD TO ENRICH THEIR LIVES AND COMMUNITIES. THIS VISION IS SUPPORTED BY FOUR STRATEGIC PILLARS WHICH ARE: (CONTINUED ON SCHEDULE O)1. EXCEPTIONAL ART - TO CELEBRATE THE HIGHEST QUALITY VISUAL ARTTHROUGH OUTSTANDING EXHIBITIONS, ACQUISITIONS AND COLLECTIONSTEWARDSHIP.2. ENRICHMENT AND LEARNING - TO CREATE A NATIONALLY RECOGNIZED MODELFOR ENHANCING EXPERIENCE OF THE VISUAL ARTS THROUGH INTERPRETATION,ENGAGED LEARNING, AND ENRICHMENT.3. BROAD AUDIENCE - TO ATTRACT THE BROADEST POSSIBLE AUDIENCE TO THEMUSEUM AS CONSISTENT AND ENTHUSIASTIC PARTICIPANTS.4. FISCAL STABILITY AND ORGANIZATIONAL EXCELLENCE - TO ACHIEVE ANDMAINTAIN A STRONG FINANCIAL FOUNDATION. 0 0 6369234 0 2382055 COLLECTIONS AND EXHIBITS - PHOENIX ART MUSEUM IS A NONPROFIT MUSEUM INCORPORATED IN MAY 1949 AS AN ARIZONA NONPROFIT CORPORATION. THE MAIN PURPOSE OF THE MUSEUM IS TO EXPOSE THE BROADEST SEGMENT OF THE POPULATION TO THE HISTORICAL AND AESTHETIC ATTRIBUTES OF THE VISUAL ARTS. OUR FINE ARTS COLLECTION CONSISTS OF PURCHASED AND DONATED WORKS OF ART. 1068603 0 451086 EDUCATION AND COMMUNITY SERVICES - THIS PROGRAM DEVELOPS, IMPLEMENTS, AND OVERSEES EDUCATION PROGRAMS, INTERPRETIVE MATERIALS, AND PUBLICATIONS FOR A VARIETY OF MUSEUM AUDIENCES, OVERSEES INTERPRETIVE AUDIO-VISUAL PROJECTS, AND THE PHXARTKIDS GALLERY FOR CHILDREN AND FAMILIES. IT ALSO MANAGES THE MUSEUM'S LIBRARY AND PRESERVES AND DEVELOPS ITS COLLECTION. 292553 0 359613 MUSEUM STORE - THE MUSEUM STORE EXTENDS THE VISITOR EXPERIENCE BY OFFERING PRODUCTS RELATED TO THE MUSEUM PURPOSE AND IN SUPPORT OF ITS EXHIBITIONS AND EDUCATIONAL PROGRAMS. 7730390 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 63 0 288 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 6022571880 1625 N CENTRAL AVE PHOENIX AZ 85004 RUBEN E ALVAREZ TRUSTEE 0.50 X 0 0 0 CRAIG R BARRETT TRUSTEE 0.50 X 0 0 0 DONALD BRANDT TRUSTEE 0.50 X 0 0 0 JO BRANDT TRUSTEE 0.50 X 0 0 0 DREW M BROWN TRUSTEE 0.50 X 0 0 0 AMY S CLAGUE TRUSTEE 0.50 X 0 0 0 LARRY CLEMMENSEN TRUSTEE 0.50 X 0 0 0 MIKE COHN TRUSTEE 0.50 X 0 0 0 JACQUIE DORRANCE TRUSTEE 0.50 X 0 0 0 JUDY GOLDBERG TRUSTEE 0.50 X 0 0 0 JOHN W GRAHAM TRUSTEE 0.50 X 0 0 0 MICHAEL GREENBAUM TRUSTEE 0.50 X 0 0 0 PAUL GROVES TRUSTEE 0.50 X 0 0 0 NANCY HANLEY TRUSTEE 0.50 X 0 0 0 LILA HARNETT TRUSTEE 0.50 X 0 0 0 MARIA HARPER-MARINICK TRUSTEE 0.50 X 0 0 0 TIM JONES TRUSTEE 0.50 X 0 0 0 PARVINDER KHANUJA MD TRUSTEE 0.50 X 0 0 0 MARGOT KNIGHT TRUSTEE 0.50 X 0 0 0 ALAN W KOSLOFF TRUSTEE 0.50 X 0 0 0 SALLY LEHMANN TRUSTEE 0.50 X 0 0 0 DAVID LENHARDT TRUSTEE 0.50 X 0 0 0 DENNIS LYON TRUSTEE 0.50 X 0 0 0 DONALD OPATRNY TRUSTEE 0.50 X 0 0 0 ROSELLEN PAPP TRUSTEE 0.50 X 0 0 0 JIM PATTERSON TRUSTEE 0.50 X 0 0 0 BLAIR J PORTIGAL TRUSTEE 0.50 X 0 0 0 KIMBERLY ROBSON TRUSTEE 0.50 X 0 0 0 DAVID ROUSSEAU TRUSTEE 0.50 X 0 0 0 SUE SELIG TRUSTEE 0.50 X 0 0 0 RAYMOND SLOMSKI TRUSTEE 0.50 X 0 0 0 JON HULBURD CHAIRMAN 0.50 X X 0 0 0 MEREDITH VON ARENTSCHILDT VICE CHAIRMAN 0.50 X X 0 0 0 CARTER EMERSON VICE CHAIRMAN 0.50 X X 0 0 0 MARK FELDMAN TREASURER 0.50 X X 0 0 0 JANE JOZOFF SECRETARY 0.50 X X 0 0 0 MARK KOENIG DIRECTOR OF FINANCE/INTERIM CEO 37.50 2.50 X 54397 0 1037 AMADA CRUZ SYBIL HARRINGTON DIRECTOR 37.50 X 340503 0 14894 JAMES BALLINGER DIRECTOR EMERITUS 37.50 X 202341 0 0 HARMONY DELEON DIRECTOR OF EXTERNAL AFFAIRS 37.50 X 102670 0 7586 GILBERT VICARIO THE SELIG FAMILY CHIEF CURATOR 37.50 X 127007 0 8326 826918 0 31843 4 0 1 0 KITCHEN SINK STUDIOS 828 N 3RD STREET PHOENIX AZ 85004 MARKETING 252125 SANTA BARBARA CATERING 1090 W 5TH STREET TEMPE AZ 85281 CATERING 232813 EDGE BUILDING SERVICES 2425 W 12TH STREET TEMPE AZ 85281 JANITORIAL 226658 THE GROUNDSKEEPER PO BOX 31001-2463 PASADENA CA 91110 GROUNDS KEEPING 190354 ACCOUNTEMPS 2375 E CAMELBACK RD PHOENIX AZ 85016 ACCOUNTING SERVICES 140497 7 604345 814976 1002994 107903 4012551 297167 6542769 ADMISSIONS 900099 1125641 1125641 MEMBERSHIP DUES 900099 920559 920559 FACILITY RENTALS 900099 513824 451086 62738 2560024 9132 9132 103146 103146 2365 0 2365 2365 2365 258559 814976 400266 -141707 -141707 16140 14244 1896 1896 790296 430683 359613 359613 MISCELLANEOUS INCOME 900099 179348 179348 SHARED COSTS REIMBURSE 900099 154142 154142 333490 9770728 3192754 62738 -27533 514437 121983 270474 121980 4956775 3626103 624808 705864 285198 197168 45609 42421 791490 461277 289453 40760 429725 263715 117756 48254 12458 12458 67382 67382 1079005 444118 391666 243221 299265 295929 3336 1112307 827876 128450 155981 212357 147067 57319 7971 675675 17334 658341 118330 102234 5365 10731 49333 49333 558356 466042 72824 19490 135991 67742 68249 EXHIBITION EXPENSES 428909 428909 ART ACQUISITIONS 256973 256973 MISCELLANEOUS EXPENSES 209573 126574 82442 557 EQUIPMENT EXPENSES 174236 91053 79275 3908 84222 84222 12451997 7730390 3317133 1404474 1415414 70863 1597169 0 2879146 2287024 57377 160171 331788 281237 132511 155542 10891562 6443839 4748417 4447723 368865 769283 11530687 8171843 891438 831830 410511 686605 2213872 970603 784554 354420 4300375 2843458 X -292430 -1372608 7522742 6700993 7230312 5328385 11530687 8171843 X -2681269 30181 749161 0 X X 0 1 X 1 0 X 10735711 8555060 8569427 11932788 6542769 46335755 4712695 4636914 5132833 5610977 8419760 28513179 15448406 13191974 13702260 17543765 14962529 74848934 74848934 3665 6543 4388 5972 112278 132846 438 0 0 438 139746 146194 313842 147471 333490 1080743 76062961 2856899 0.98400 0.94440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 26639998 40200 1735110 1002994 103528 27308786 25984970 86843 2064428 1204500 291743 26639998 24595957 273672 2287324 1171983 25984970 24699904 1592609 -511232 1124472 60852 24595957 25422566 4936727 31541 1268464 4400308 22158 24699904 1.00000 0 0 699253 699253 717536 391088 326448 8032643 5275421 2757222 1144130 777330 366800 298000 298000 4447723 CHARITABLE GIFT ANNUITIES 326912 BENEFICIAL INTEREST IN PERPETUAL TRUST 442371 769283 CHARITABLE GIFT ANNUITIES 105498 ACCRUED PENSION 248722 DUE TO PHOENIX ART MUSEUM ENDOWMENT FUND 200 354420 X PART III, LINE 1A: THE ORGANIZATION'S FINE ART COLLECTION CONSISTS OF PURCHASED AND DONATED WORKS OF ART. THE COLLECTION ITEMS ARE ON DISPLAY FOR THE GENERAL PUBLIC. THE ORGANIZATION EMPLOYS PROFESSIONAL STAFF TO ENSURE THAT THE COLLECTION ITEMS ARE PRESERVED AND PROTECTED. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND KEPT UNENCUMBERED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. THE PROCEEDS FROM DEACCESSION OF COLLECTION ITEMS MAY BE USED FOR ACQUISITIONS OF NEW COLLECTION ITEMS OR THE DIRECT CARE OF EXISTING COLLECTIONS. THE ORGANIZATION ADHERES TO THE ETHICAL PRINCIPLES AND DEFINITION OF DIRECT CARE ESTABLISHED BY THE AMERICAN ALLIANCE OF MUSEUMS AND CONSIDERS DIRECT CARE TO ENTAIL ACTIONS THAT ENHANCE THE LIFE, USEFULNESS, OR QUALITY OF THE COLLECTION ITEMS TO ENSURE THEY WILL CONTINUE TO BENEFIT THE PUBLIC. THE ORGANIZATION'S COLLECTION MANAGEMENT POLICY INCLUDES CONSERVATION SERVICES, ARCHIVAL SERVICES, COLLECTIONS CARE INVESTMENTS IDENTIFIED THROUGH A CONSERVATION ASSESSMENT AND/OR PLAN, AND COLLECTION CARE TRAINING FOR STAFF AND VOLUNTEERS, AS ACTIVITIES THAT ARE CONSIDERED DIRECT CARE OF COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. ACQUISITIONS OF FINE ART FOR THE YEAR ENDED JUNE 30, 2019 TOTALED $256,973. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: SEE DESCRIPTION AT PART III, LINE 1A PART V, LINE 4: THE DONOR-RESTRICTED ENDOWMENTS ARE HELD BY THE RELATED ORGANIZATION, PHOENIX ART MUSEUM ENDOWMENT FUND, INC., TO SUPPORT PHOENIX ART MUSEUM. PART X, LINE 2: THE ORGANIZATION FOLLOWS ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRE THAT TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2019, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GALA 825235 600356 224879 101817 84121 3800 96319 WOMENS LUNCHEON 248300 214620 33680 37537 76672 1073535 814976 258559 101817 121658 3800 172991 400266 -141707 16140 14244 0 16140 14244 14244 1896 AZ 0 ARIZONA DOES NOT REQUIRE A LICENSE AS LONG AS THE ORGANIZATION CONDUCTING THE RAFFLE HAS BEEN IN OPERATION FOR AT LEAST 5 YEARS AND IS TAX EXEMPT. 0 1 0 1.00000 NICOLE RIVET CHIEF DEVELOPMENT OFF 1625 N CENTRAL AVE PHOENIX AZ 85004 0 NICOLE RIVET CHIEF DEVELOPMENT OFF 0 THE CHIEF DEVELOPMENT OFFICER OVERSEES THE RAFFLE PLANNING AND PROCESS. X 0 X X X X 1 1 0 0 0 0 0 0 0 AMADA CRUZ SYBIL HARRINGTON DIRECTOR 340503 0 0 0 0 0 2648 0 12246 0 355397 0 0 0 JAMES BALLINGER DIRECTOR EMERITUS 202341 0 0 0 0 0 0 0 0 0 202341 0 0 0 PART I, LINES 4A-B JAMES BALLINGER RECEIVED A SEVERANCE AMOUNT OF $125,000 DURING THE YEAR. JAMES BALLINGER ALSO PARTICIPATED IN THE ORGANIZATION'S 457F PLAN THROUGH JUNE 2019. X 645 X 9 169181 FAIR MARKET VALUE X AUCTION ITEMS 52 101817 FAIR MAKET VALUE X RAFFLE ITEM 1 14244 X SUPPLIES 1 11925 FAIR MAKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COL. B REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 33: THE MUSEUM HAS A LARGE COLLECTION OF FINE ART BUT DOES NOT CAPITALIZE OR VALUE ITS COLLECTION, SO GIFTS OF ART ARE NOT INCLUDED IN REVENUE. FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS A MEMBERSHIP PROGRAM THAT CURRENTLY HAS 8,969 MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE RETURN WILL BE PROVIDED TO EACH BOARD MEMBER TO REVIEW AND EACH WILL BE GIVEN THE OPPORTUNITY TO ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM'S GUIDELINES FOR PROFESSIONAL PRACTICES QUESTIONNAIRE AND COMPLIANCE AGREEMENT IS REQUIRED TO BE COMPLETED AND SIGNED BY TRUSTEES, PRESIDENTS OF SUPPORT ORGANIZATIONS, MUSEUM DIRECTOR, DIVISION HEADS, DEPARTMENT HEADS, AND ALL ACCOUNTING STAFF ANNUALLY. THIS PROCESS IS DONE EVERY YEAR IN SEPTEMBER. THE COMPLETED AND SIGNED AGREEMENTS ARE REVIEWED BY HUMAN RESOURCES MANAGER FOR COMPLETENESS. ANY QUESTION THAT ARISES IS DISCUSSED WITH THE INDIVIDUAL SIGNING THE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15 DATA FROM OTHER MUSEUMS IS USED TO EVALUATE COMPENSATION FOR THE CEO, INCLUDING FROM THE AMERICAN ASSOCIATION OF MUSEUM DIRECTORS. THE EXECUTIVE COMMITTEE MAKES THE DECISION. DECISIONS MADE DURING BUDGET PROCESS. LAST PERFORMED MARCH 2018. FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES, COMPARISONS ARE MADE WITH OTHER MUSEUMS. DECISIONS MADE DURING BUDGET PROCESS BY THE CEO. LAST PERFORMED MARCH 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE AND THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS FOR THE AUDIT OR ITS SELECTION PROCESS FOR INDEPENDENT AUDITORS DURING THE YEAR. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT INCLUDES MOVING $1,005,195 IN CONTRIBUTIONS FROM THE AFFILIATE (PAME) TO THE FILING ORGANIZATION AS A CONTRIBUTION WITHOUT DONOR RESTRICTIONS. IN ADDITION, THE PRIOR PERIOD ADJUSTMENT INCLUDES A CORRECTION TO THE DEFERRED MEMBERSHIP REVENUE BALANCE IN THE AMOUNT OF ($256,034). ARIZONA COSTUME INSTITUTE 1625 N CENTRAL AVE PHOENIX AZ 85004 860072608 SUPPORT THE ACTIVITIES AND MISSION OF THE PHOENIX ART MUSEUM AZ 229643 0 PHOENIX ART MUSEUM PHOENIX ART MUSEUM ENDOWMENT FUND INC 1625 N CENTRAL AVENUE PHOENIX AZ 85004 860765761 FINANCIAL SUPPORT OF PHOENIX ART MUSEUM AZ 501(C)(3) LINE 12A, I PHOENIX ART MUSEUM 1 PHOENIX MEN'S ART COUNCIL 1625 N CENTRAL AVENUE PHOENIX AZ 85004 237101528 TO BENEFIT AND RAISE AWARENESS OF PHOENIX ART MUSEUM AZ 501(C)(3) LINE 10 PHOENIX ART MUSEUM 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0