2019-05-13T20:00:01-05:00 2018-06-30 860558065 HEINFELD MEECH & CO PC 10120 N ORACLE RD TUCSON AZ 85704 990 2017-07-01 866006371 TUCSON MUSEUM OF ART AND HISTORIC BLOCK AND HISTORIC BLOCK INC TUCS 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 JEREMY MIKOLAJCZAK CHIEF EXECUTIVE OFFICER 5206242333 2019-05-13 1 COREY ARVIZU CPA P01777649 5207422611 2019-05-09 63.158.168.131 2019-05-13 19:59:58 MS P CD71869BFC494223FABD92E93AB0669CE7B22062 24B866B0A2836EBC7805178292D4214479D38B5D 2017 2019-02-21 02:37:17Z JEREMY MIKOLAJCZAK 140 NORTH MAIN AVENUE TUCSON AZ 85701 5518438 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. 29 29 68 600 43708 -5847 2947364 4001619 203521 234707 73290 117397 683870 641054 3908045 4994777 0 0 0 0 1498901 1729093 0 0 705494 1404385 1749480 2903286 3478573 1004759 1516204 7713294 9367783 337173 475000 7376121 8892783 X CONNECTING ART TO LIFE. 0 0 935945 152190 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 2017-18 FISCAL YEAR ALONG WITH DISPLAY OF ITS COLLECTION. 519970 85960 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. 623963 102835 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. 2079878 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 32 0 1 68 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ 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 TRUSTEE 2.00 X 0 0 0 MARY JO BROWN SECRETARY 2.00 X X 0 0 0 MICHAEL BYLSMA PRESIDENT 2.00 X X 0 0 0 MERLIN COHEN TRUSTEE 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 CAROL DETERS TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JOHN ENDER TRUSTEE 2.00 X 0 0 0 JEFFREY GARTNER TRUSTEE EX-OFFICIO 2.00 X 0 0 0 JAMES GLASSER TRUSTEE EMERITUS 2.00 X 0 0 0 FRANK HAMILTON VICE PRESIDENT 2.00 X X 0 0 0 SHARON HESSOUN TRUSTEE EX-OFFICIO 2.00 X 0 0 0 MICHAEL HANSON IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 JOAN JACOBSON TRUSTEE 2.00 X 0 0 0 KIT KIMBALL TRUSTEE 2.00 X 0 0 0 MARILYN JOYCE TRUSTEE 2.00 X 0 0 0 MICHAEL KASSER TRUSTEE 2.00 X 0 0 0 STEVE LEAL TRUSTEE 2.00 X 0 0 0 SANDRA MAXFIELD TRUSTEE 2.00 X 0 0 0 BETSEY J PARLATO TRUSTEE EX-OFFICIO 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 JEREMY MIKOLAJCZAK EXECUTIVE DIRECTOR AND CHI 40.00 X 160000 0 6588 ALAN HERSHOWITZ CHIEF OPERATING OFFICER 40.00 X 59321 0 4432 CHRISTOPHER GORDON CHIEF FINANCIAL OFFICER 40.00 X 24664 0 269 ALBA ROJAS-SUKKAR CHIEF DEVELOPMENT OFFICER 40.00 X 73154 0 3228 317139 0 14517 1 0 1 0 0 251726 68360 3681533 129614 4001619 MUSEUM ADMISSIONS 900099 122207 122207 TUITION & EDUCATION 611600 85960 85960 EXHIBITIONS 900099 26540 26540 234707 117397 117397 159453 0 159453 159453 159453 420910 68360 177006 243904 243904 313325 225614 87711 87711 223876 121041 102835 102835 FACILITY RENTALS 900099 43708 43708 3443 3443 47151 4994777 340985 43708 608465 342822 104507 112499 125816 1117157 814325 189321 113511 22289 13575 5383 3331 121030 76697 26829 17504 125795 82766 25590 17439 17763 7105 9947 711 258553 149908 15183 93462 259515 115623 7817 136075 259180 138486 58280 62414 62449 21430 27759 13260 575 575 253953 173850 79581 522 56173 34416 12278 9479 9398 6238 1307 1853 45 17 23 5 237618 165643 71883 92 75936 58433 17268 235 EQUIPMENT 77195 54479 20773 1943 LECTURERS & PERFORMERS 56025 40559 280 15186 125102 21246 11200 92656 3478573 2079878 693201 705494 1584218 307741 963576 3183802 27527 49454 33817 18573 10029406 6080929 3359788 3948477 1711167 1828835 23700 21400 9501 9501 7713294 9367783 116749 238321 220424 236679 337173 475000 X 2566653 2491460 1333633 2925488 3475835 3475835 7376121 8892783 7713294 9367783 1516204 458 0 X 0 1 X 1 0 X 1528508 1228998 1250456 3067665 4001618 11077245 400824 400824 400824 400824 400824 2004120 1929332 1629822 1651280 3468489 4402442 13081365 13081365 225974 258033 251645 230729 276850 1243231 252041 329157 348802 319977 375323 1625300 15949896 0.82020 0.78870 X X X X X 1 3816636 200 117855 100121 3834570 3785128 187804 156296 3816636 3672280 82225 70911 40288 3785128 2868003 820159 51502 67384 3672280 2808309 7411 209080 156797 2868003 0.90640 0.09360 1 0 5981832 3088430 2893402 2447356 1653308 794048 1199617 1006648 192969 400601 332543 68058 3948477 5518896 458 458 5518438 -523661 -523661 4994777 4002234 523661 523661 3478573 0 3478573 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 UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS 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 TEMPORARILY RESTRICTED NET ASSETS. CONTRIBUTED COLLECTION ITEMS AND REFERENCE BOOKS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. DURING 2018 AND 2017, THE MUSEUM RECEIVED $385,685 AND $664,555 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 -177,006. DIRECT EXPENSES OF GAMING ACTIVITIES -225,614. COST OF GOODS SOLD -121,041. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 177,006. DIRECT EXPENSES OF GAMING ACTIVITIES 225,614. COST OF GOOD SOLD 121,041. ARTISANS MARKET 82591 82591 479 3298 26444 CRUSH 262296 54500 207796 29007 8318 64702 4 144383 13860 130523 621 250 43887 489270 68360 420910 30107 11866 135033 177006 243904 313325 163253 62361 0 0.00000 313325 163253 62361 225614 87711 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 4466 OVERSIGHT AND RECORDKEEPING X 0 X 1 1 X X 0 0 0 0 0 0 0 0 0 JEREMY MIKOLAJCZAK EXECUTIVE DIRECTOR AND CHI 160000 0 0 0 0 0 0 0 6588 0 166588 0 0 0 X 196 SEE PART II X 35754 SALES PRICE X 46 93860 SALES PRICE 8 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 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.