2020-05-15T09:47:16-05:00 2019-06-30 860558065 HEINFELD MEECH & CO PC 10120 N ORACLE RD TUCSON AZ 85704 990 2018-07-01 866006371 TUCSON MUSEUM OF ART AND HISTORIC BLOCK INC TUCS 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 5206242333 2020-05-15 1 COREY ARVIZU CPA P01777649 5207422611 174.18.77.217 2020-05-15 09:47:12 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 24B866B0A2836EBC7805178292D4214479D38B5D 2018 2021-01-29 14:40:06Z JEREMY MIKOLAJCZAK 140 NORTH MAIN AVENUE TUCSON AZ 85701 3228275 0 X WWW.TUCSONMUSEUMOFART.ORG X 1975 AZ SEE SCHEDULE O THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE, INSPIRING DISCOVERY, CREATIVITY, AND CULTURAL UNDERSTANDING THROUGH MEANINGFUL, ENGAGING EXPERIENCES. 32 32 61 600 25980 -2860 4001619 1718739 234707 280260 117397 139810 641054 552210 4994777 2691019 0 0 0 0 1729093 1765975 0 0 466701 1749480 2002346 3478573 3768321 1516204 -1077302 9367783 8343114 475000 504402 8892783 7838712 X CONNECTING ART TO LIFE. 0 0 1737603 186164 CURATORIAL & EXHIBITIONS:TO ACHIEVE ITS MISSION OF "CONNECTING ART TO LIFE," THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF THE ART OF LATIN AMERICA, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES.THE MUSEUM PRESENTED 8 EXHIBITIONS DURING ITS 2018-19 FISCAL YEAR ALONG WITH DISPLAY OF ITS COLLECTION. 511666 94096 EDUCATION:THE TUCSON MUSEUM OF ART FOSTERS A DEEPER UNDERSTANDING AND APPRECIATION FOR ITS HISTORIC COLLECTIONS THROUGH ITS NUMEROUS EDUCATIONAL PROGRAMS. THE MUSEUM OFFERS A WIDE ARRAY OF PROGRAMS TO THE PUBLIC, INCLUDING THE YOUTH/PRE-K-12 SCHOOL PROGRAMS, COMMUNITY OUTREACH PROGRAMS, FAMILY PROGRAMS, ACCESSIBLE PROGRAMS, AND THE RESEARCH LIBRARY.THE MUSEUM'S EDUCATION PROGRAMS SERVED APPROXIMATELY 100 K-12 SCHOOLS WITH APPROXIMATELY 400 FREE IN-SCHOOL CLASSROOM PRESENTATION, IN ADDITION TO NUMEROUS PUBLIC PROGRAMS DESIGNED TO ENGAGE ALL COMMUNITY MEMBERS IN CONVERSATIONS, LECTURES, GALLERY TOURS AND OTHER EXPERIENCES THAT PROVIDE AN INTERDISCIPLINARY AND MULTI-DIMENSIONAL PERSPECTIVE OF THE PERMANENT COLLECTION AND SPECIAL EXHIBITIONS. 205120 104886 MUSEUM STORE:THE MUSEUM STORE FEATURES AN IMPRESSIVE SELECTION OF WORKS BY ARIZONA'S MOST TALENTED ARTISTS AND CRAFTSPEOPLE. MANY OF THE WORKS ARE ON CONSIGNMENT FROM LOCAL ARTISANS WHILE OTHERS ARE PURCHASED FOR RESALE. THE STORE EXISTS TO PROVIDE AN AVENUE OF EXPOSURE FOR THE LOCAL ART COMMUNITY AND SUPPLY TUCSON WITH A VENUE FOR LOCAL TALENT. 2454389 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 36 0 1 61 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X CHRISTOPHER GORDON CHIEF FINANCIAL 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 AMY J ADAMS TRUSTEE 2.00 X 0 0 0 LARRY ADAMSON TRUSTEE 2.00 X 0 0 0 ANDY ANDERSON TRUSTEE EMERITUS 2.00 X 0 0 0 DAVID ANDRES TRUSTEE EX-OFFICIO 2.00 X 0 0 0 ALICE BAKER TRUSTEE EMERITUS 2.00 X 0 0 0 JOYCE BROAN SECRETARY 2.00 X X 0 0 0 MARY JO BROWN VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL BYLSMA IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 JEAN COOPER TRUSTEE 2.00 X 0 0 0 DEBORAH CURRAN TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JOHN ENDER TRUSTEE 2.00 X 0 0 0 LINDA ENDER TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JEFFREY GARTNER TRUSTEE 2.00 X 0 0 0 JAMES GLASSER TRUSTEE EMERITUS 2.00 X 0 0 0 FRANK HAMILTON PRESIDENT 2.00 X X 0 0 0 MICHAEL HANSON TRUSTEE 2.00 X 0 0 0 SHARON HESSOUN TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JOAN JACOBSON TRUSTEE EMERITUS 2.00 X 0 0 0 MARILYN JOYCE TRUSTEE 2.00 X 0 0 0 KIT KIMBALL TRUSTEE 2.00 X 0 0 0 I MICHAEL KASSER TRUSTEE 2.00 X 0 0 0 STEVE LEAL TRUSTEE 2.00 X 0 0 0 ANNE LYMAN TRUSTEE 2.00 X 0 0 0 STEVIE MACK TRUSTE EX-OFFICIO 2.00 X 0 0 0 SANDRA MAXFIELD TRUSTEE 2.00 X 0 0 0 STEVEN B RATOFF TREASURER 2.00 X X 0 0 0 DR JOHN SCHAEFER TRUSTEE EMERITUS 2.00 X 0 0 0 RICHARD A SCHAEFER TRUSTEE 2.00 X 0 0 0 ANNE Y SNODGRASS TRUSTEE 2.00 X 0 0 0 SHELDON TRUBATCH TRUSTEE 2.00 X 0 0 0 JANE WIENKE TRUSTEE 2.00 X 0 0 0 JOHN-PETER WILHITE TRUSTEE 2.00 X 0 0 0 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 40.00 X 145500 0 17245 CHRISTOPHER GORDON CHIEF FINANCIAL OFFICER 40.00 X 84848 0 6944 ALBA ROJAS-SUKKAR CHIEF DEVELOPMENT OFFICER 40.00 X 70967 0 9315 ANDREA DILLENBURG CHIEF DEVELOPMENT OFFICER 40.00 X 0 0 0 301315 0 33504 1 0 1 0 0 287673 106432 1324634 102062 1718739 MUSEUM ADMISSIONS 900099 160193 160193 TUITION & EDUCATION 611600 94096 94096 EXHIBITIONS 900099 25971 25971 280260 139810 139810 151886 0 151886 151886 151886 437389 106432 176315 261074 261074 246943 238559 8384 8384 227268 122382 104886 104886 FACILITY RENTALS 900099 25980 25980 25980 2691019 385146 25980 561154 329289 102419 106425 120445 1159078 667348 356258 135472 20547 10856 6165 3526 131434 64486 45668 21280 125627 77174 30223 18230 19435 19435 279797 243994 21399 14404 157969 127588 4267 26114 286489 160096 118411 7982 131894 46335 51694 33865 1515 520 995 222460 188051 23970 10439 90073 24633 17103 48337 6085 3720 150 2215 1235 1235 245823 219171 14476 12176 88288 76766 9298 2224 SUPPORT ORGANIZATIONS 222202 222202 ART ACQUISITION 123610 123610 EQUIPMENT 52786 47541 2692 2553 LECTURERS & PERFORMERS 39924 36380 69 3475 32761 11499 17298 3964 3768321 2454389 847231 466701 307741 864266 3183802 1396610 133805 49454 39279 18573 63556 10386602 6324452 3948477 4062150 1828835 1764348 21400 19100 9501 9367783 8343114 238321 269250 236679 235152 475000 504402 X 2491460 1634558 2925488 0 3475835 6204154 8892783 7838712 9367783 8343114 -1077302 23231 0 X 0 1 X 1 0 X 1228998 1250456 3067665 4001618 1718739 11267476 400824 400824 400824 400824 400824 2004120 1629822 1651280 3468489 4402442 2119563 13271596 13271596 258033 251645 230729 276850 291696 1308953 329157 348802 319977 375323 295438 1668697 16249246 0.81680 0.82020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 3834570 38039 163041 146258 3889392 3816636 200 117855 100121 3834570 3785128 187804 156296 3816636 3672280 82225 70911 40288 3785128 2868003 820159 51502 67384 3672280 0.90340 0.09660 1 0 5981833 3220135 2761698 2447356 1721201 726155 1242018 1045050 196968 715395 338066 377329 4062150 3251506 23231 23231 3228275 -537256 -537256 2691019 4305577 537256 537256 3768321 0 3768321 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. GIFTS OF CASH RESTRICTED BY DONORS FOR THE PURCHASE OF ART ARE REPORTED AS NET ASSETS WITH DONOR RESTRICTIONS. CONTRIBUTED COLLECTION ITEMS AND REFERENCE BOOKS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. DURING 2019 AND 2018, THE MUSEUM RECEIVED $546,332 AND $385,685 OF CONTRIBUTED ART (UNAUDITED) NOT RECORDED IN THE STATEMENT OF FINANCIAL POSITION, AS IN ACCORDANCE WITH THEIR POLICY. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES, IF ANY, ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE BY INSPIRING DISCOVERY, CREATIVITY, AND CULTURAL UNDERSTANDING THROUGH MEANINGFUL, ENGAGING EXPERIENCES. TO ACHIEVE ITS MISSION, THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF ART OF THE AMERICAS, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY AMERICAN ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES. PART V, LINE 4: THE MUSEUM'S ENDOWMENTS CONSIST OF TWO FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO INCLUDE BOTH INCOME AND COLLECTION PURPOSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -176,315. DIRECT EXPENSES OF GAMING ACTIVITIES -238,559. COST OF GOODS SOLD -122,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 176,315. DIRECT EXPENSES OF GAMING ACTIVITIES 238,559. COST OF GOOD SOLD 122,382. ARTISANS MARKET 107455 107455 687 7100 39001 CRUSH 292890 88159 204731 28399 6450 54003 3 143476 18273 125203 1136 1145 500 37894 543821 106432 437389 1136 30231 14050 130898 176315 261074 246943 111479 39967 87113 0 246943 111479 39967 87113 238559 8384 AZ 0 ARIZONA REVISED STATUTE 13-3302 PERMITS ORGANIZATIONS EXEMPT UNDER ARS 43-1201, PARAGRAPH 1, 2, 4, 5, 6, 7, 10, OR 11 TO CONDUCT RAFFLES SUBJECT TO CERTAIN RESTRICTIONS. TUCSON MUSEUM OF ART IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC 501(C)(3), AND EXEMPT FROM ARIZONA INCOME TAX UNDER ARS 43-1201 PARAGRAPH 4. THEREFORE, IT IS PERMITTED TO CONDUCT RAFFLES SUBJECT TO THE RESTRICTIONS. NO LICENSE IS REQUIRED. 0 1 0 1.00000 CHRISTOPHER GORDON 140 NORTH MAIN AVENUE TUCSON AZ 85701 0 CHRISTOPHER GORDON 2695 OVERSIGHT AND RECORDKEEPING X 0 X 1 1 X X 0 0 0 0 0 0 0 0 0 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 145500 0 0 0 0 0 10178 0 7067 0 162745 0 0 0 X 605 SEE PART II X 29305 SALES PRICE X 39 72757 SALES PRICE 4 0 1 0 PART I, LINE 33: NO AMOUNT WAS REPORTED ON FORM 990, PART VIII, FOR DONATIONS OF ART BECAUSE THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION A, LINE 2 JON ENDER, TRUSTEE, AND LINDA ENDER, TRUSTEE EX-OFFICIO, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. AFTER THE CPA INCORPORATES ANY REVISIONS SUGGESTED BY THE CHIEF FINANCIAL OFFICER, A DRAFT IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE FINANCE COMMITTEE APPROVES THE FORM 990, A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS TO DISCLOSE POTENTIAL CONFLICTS. VOLUNTARY COMPLIANCE IS EXPECTED. IN ADDITION, ON AN ANNUAL BASIS, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS. THE PROCEDURE FOR IDENTIFYING IF A CONFLICT EXISTS BEGINS WITH AN INTERESTED PERSON DISCLOSING THE EXISTENCE OF ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. DISINTERESTED PERSONS OR A COMMITTEE MAY INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER TMA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN TMA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER IS DETERMINED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE INITIAL COMPENSATION PACKAGES OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER WERE DETERMINED USING COMPARABILITY DATA, AND ARE REVISED ANNUALLY FOR COST OF LIVING INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES ITS ANNUAL REPORT ON ITS WEBSITE, WHICH INCLUDES AUDITED FINANCIAL DATA. GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE ONLINE AT GUIDESTAR.ORG.