2019-06-05T17:25:15-05:00 2018-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2017-10-01 860111675 ARIZONA-SONORA DESERT MUSEUM ARIZ 5208831380 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 CRAIG IVANYI EXECUTIVE DIRECTOR 5208831380 2019-03-14 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2019-03-14 64.128.200.66 2019-03-14 10:57:12 US P 8E60BB106148BC562487F83E5D7C8DD2C1420C6B 8D176FDB9A9846D98182556421F389029B96F31F 2017 2019-02-21 02:37:17Z CRAIG IVANYI 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 18146826 0 X WWW.DESERTMUSEUM.ORG X 1952 AZ SONORAN DESERT EDUCATION THROUGH ZOOLOGICAL, BOTANICAL, GEOLOGICAL, AND CULTURAL PRESENTATIONS. 26 26 166 687 0 0 4870835 4894892 5762974 6447102 1021638 867665 721581 775384 12377028 12985043 0 0 0 0 6035319 6318857 170043 13500 501610 4069053 4295607 10274415 10627964 2102613 2357079 27025049 28513346 1583965 1233764 25441084 27279582 X THE MISSION OF THE ARIZONA-SONORA DESERT MUSEUM IS TO INSPIRE PEOPLE TO LIVE IN HARMONY WITH THE NATURAL WORLD BY FOSTERING LOVE, APPRECIATION, AND UNDERSTANDING OF THE SONORAN DESERT. 0 0 6696310 5880436 THE ARIZONA-SONORA DESERT MUSEUM IS A WORLD-RENOWNED ZOO, NATURAL HISTORY MUSEUM AND BOTANICAL GARDEN. EXHIBITS REALISTICALLY RE-CREATE THE NATURAL LANDSCAPE OF THE SONORAN DESERT REGION. WITHIN THE MUSEUM GROUNDS, VISITORS WILL SEE OVER 230 SPECIES OF ANIMALS AND 1,200 KINDS OF PLANTS. THERE ARE ALMOST 2 MILES OF PATHS TRAVERSING 21 ACRES OF BEAUTIFUL DESERT. THE MUSEUM IS OPEN FOR PUBLIC VISITATION EVERY DAY OF THE YEAR. SINCE ITS OPENING IN 1952, APPROXIMATELY 22,848,000 PEOPLE FROM AROUND THE WORLD HAVE VISITED THE MUSEUM. OVER 21,000 INDIVIDUALS AND FAMILIES CURRENTLY HOLD MEMBERSHIPS IN THE MUSEUM. IN FISCAL YEAR 2018, ATTENDANCE AT THE MUSEUM WAS 381,655 VISITORS. 1219355 450186 CONSERVATION EDUCATION AND SCIENCE DEPARTMENT: CONSERVATION EDUCATION AND SCIENCE STAFF WORK SIDE-BY-SIDE TO DEVELOP AND DELIVER PROGRAMS THAT ARE NOT ONLY SCIENTIFICALLY SOUND, BUT ARE ALSO TRANSLATED INTO PUBLIC EDUCATION AND RESULT IN MEANINGFUL CONSERVATION EFFORTS. USING THIS MODEL, SCIENTISTS AND EDUCATORS COLLABORATE IN WAYS THAT ARE MORE COST-EFFECTIVE, MUTUALLY BENEFICIAL FOR THE PROJECT AND THE MUSEUM, AND ATTRACTIVE TO BOTH FUNDERS AND COMMUNITY PARTNERS. ALL OF THE DEPARTMENT'S PROGRAMS PARTNER BROADLY ACROSS THE LANDSCAPE OF THE U.S. AND MEXICAN SCIENCE, EDUCATION, AND CONSERVATION COMMUNITY.MAJOR PROGRAM AREAS IN THE CONSERVATION EDUCATION AND SCIENCE DEPARTMENT:I. DOCENT PROGRAM: DOCENTS CONTRIBUTED 58,000 HOURS TO THE MUSEUM IN 2018DOCENTS ARE PART OF A MUSEUM-WIDE VOLUNTEER PROGRAM, BUT DOCENTS DIFFER FROM OTHER VOLUNTEERS IN THE INTERPRETIVE NATURE OF THEIR WORK AND IN THE EXTENSIVE TRAINING SUCH WORK REQUIRES. ASDM DOCENTS ARE TRAINED VOLUNTEERS WHO INTERPRET THE NATURAL HISTORY OF THE SONORAN DESERT REGION TO MUSEUM VISITORS AND TO GROUPS WITHIN THE COMMUNITY. IN DOING SO, THEY HELP THE MUSEUM FULFILL ITS CONSERVATION EDUCATION MISSION. DOCENTS ARE ADULTS OF ALL AGES, WALKS OF LIFE, AND EDUCATIONAL BACKGROUNDS. THERE ARE CURRENTLY 203 DOCENTS VOLUNTEERING ONE DAY PER WEEK (OR MORE). A DOCENT'S PRIMARY RESPONSIBILITY IS INTERPRETATION OF THE MUSEUM GROUNDS. SUCH INTERPRETATION CONSISTS OF CONDUCTING TOURS FOR GENERAL VISITORS AND PERFORMING INTERPRETIVE PROGRAMS OR SPECIAL ACTIVITIES SUCH AS THEME TALKS, LIVE ANIMAL INTERPRETATIONS, OR BEING STATIONED AT AN EXHIBIT.THE MUSEUM REQUIRES A MINIMUM TWO-YEAR COMMITMENT TO THE DOCENT PROGRAM. TO MAINTAIN ACTIVE STATUS, DOCENTS ARE REQUIRED TO DONATE A MINIMUM OF 144 HOURS OF INTERPRETATION PER YEAR ON THE MUSEUM GROUNDS. AN EXTENSIVE 15-WEEK DOCENT TRAINING IS REQUIRED AND AFTER SUCCESSFUL COMPLETION, TRAINEES ARE WELCOMED INTO THE DOCENT CORPS. TRAINEES MEET AT THE MUSEUM FOR A THREE-HOUR CLASS, TWO WEEKDAY MORNINGS EACH WEEK FOR FIFTEEN WEEKS (SOME CLASSES ARE ALL DAY SESSIONS). THE FIRST WEEKCONSISTS OF 4 MORNING ORIENTATION SESSIONS. THE CLASSES ARE TAUGHT BY MUSEUM CURATORIAL STAFF AND EDUCATORS. THE CURRICULUM IS COORDINATED BY THE ASSOCIATE DIRECTOR OF CONSERVATION EDUCATION & SCIENCE AND FOCUSES ON SUCH AREAS AS CAUSES OF DESERTS, GEOLOGY OF THE SONORAN DESERT, ECOLOGICAL CONCEPTS, THE FLORA AND FAUNA OF THE REGION, INTERPRETIVE METHODS AND MUSEUM PHILOSOPHY. TRAINEES ARE REQUIRED TO SPEND TIME ON THE MUSEUM GROUNDS, OBSERVING DOCENT TOURS AND INTERPRETIVE PRESENTATIONS. THEY MUST RECEIVE PASSING SCORES ON SECTION QUIZZES, A MID-TERM EXAM, AND A FINAL EXAM. THE NEXT DOCENT TRAINING CLASS IS SCHEDULED FOR LATE SUMMER 2019.II. YOUTH AND COMMUNITY OUTREACH PROGRAM: TOTAL AUDIENCE SERVED IN 2018: 37,666YOUTH FIELD TRIPSTHE ARIZONA-SONORA DESERT MUSEUM IS A ZOO, BOTANIC GARDEN AND NATURAL HISTORY MUSEUM ALL IN ONE! TEACHERS CAN STRUCTURE THEIR FIELD TRIPS USING A VARIETY OF ACTIVITIES AVAILABLE FOR DOWNLOAD FROM THE MUSEUM'S WEBSITE. IN ADDITION, SUGGESTED CLASSROOM ACTIVITIES TO BE USED PRE AND POST- TRIP CAN BE DOWNLOADED. THESE HELP TO EXTEND AND DEEPEN THE LEARNING FROM A DESERT MUSEUM VISIT, AND ARE AVAILABLE FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. VISITING GROUPS CAN ALSO CHOOSE FROM 13 DIFFERENT DESERT DISCOVERY CLASSES AND LABS OFFERED IN MUSEUM CLASSROOM FACILITIES. NUMBERS SERVED IN 2018: 27,241DESERT ARKTHE DESERT ARK IS THE MUSEUM'S OUTREACH PROGRAM, BRINGING THE RESOURCES OF THE MUSEUM, INCLUDING EXPERT EDUCATORS AND LIVE ANIMALS, TO ALL PARTS OF SOUTHERN ARIZONA, FROM SCHOOLS TO SENIOR CENTERS, AND FROM AJO TO SAFFORD. THE MUSEUM OFFERS 13 DIFFERENT DESERT ARK PROGRAMS, IN ADDITION TO CUSTOM PROGRAMS AVAILABLE BY REQUEST. NUMBERS SERVED IN 2018: 10,425SUMMER CAMPS HANDS-ON, MINDS-ON DAY AND OVERNIGHT CAMPS FOR CHILDREN IN GRADES 1-9. DESERT MUSEUM CAMPERS OBSERVE LIVE ANIMALS, CONDUCT SCIENCE EXPERIMENTS, CREATE COOL CRAFTS, SKETCH IN DESERT JOURNALS, HARVEST AND PREPARE DESERT FOODS, CAMP IN THE DESERT AND EXPLORE BEHIND THE SCENES AT THE DESERT MUSEUM. NUMBER SERVED IN 2018: 114JUNIOR DOCENT PROGRAMTHE DESERT MUSEUM JUNIOR DOCENT PROGRAM IS DESIGNED FOR TUCSON AREA BOYS AND GIRLS AGES 13 TO 18. JUNIOR DOCENTS RECEIVE TRAINING ON THE PLANTS, ANIMALS AND GEOLOGY OF THE SONORAN DESERT REGION AND HOW TO INTERPRET (TEACH) IT TO OTHERS. DESERT MUSEUM MEMBERSHIP, SPECIAL PRIVILEGES AND RECOGNITION, AND THE OPPORTUNITY TO HELP OUT WITH MUSEUM EVENTS ARE JUST SOME OF THE BENEFITS JUNIOR DOCENTS RECEIVE IN ADDITION TO BEING PART OF A WORLD FAMOUS MUSEUM! DURING THEIR TWO-YEAR TERM AS A JUNIOR DOCENT, TEENS TYPICALLY DEVELOP SELF-CONFIDENCE, PUBLIC SPEAKING ABILITY AND A GREAT DEPTH OF NATURAL HISTORY KNOWLEDGE. NUMBER SERVED IN 2018: 14COATI KIDS CLUBTHIS MEMBERSHIP PROGRAM FOR KIDS OFFERS FREE ADMISSION ALL YEAR LONG, EIGHT SPECIAL EVENTS FOR CLUB MEMBERS, A CLUB T-SHIRT AND EXPLORER'S PACK AND A SEMI-ANNUAL NEWSLETTER, JUST FOR KIDS. IN ADDITION, EIGHT SONORAN DESERT FOCUSED SPECIAL EVENTS SUCH AS A MOUNTAINS, MINES AND MINERALS HIKE, A MEET THE BEETLES! CLASS, AND A MT. LEMMON SKY SCHOOL OVERNIGHT ADVENTURE WERE OFFERED TO CLUB MEMBERS.NUMBERS SERVED IN 2018: 84 CLUB MEMBERS REPRESENTING 40 FAMILIES, CLUB EVENTS INCLUDED 280 PARTICIPANTSPUBLIC CLASSES, TRIPS AND TOURS FOR ADULTS AND FAMILIESTHESE PROGRAMS ARE OFFERED TO THE PUBLIC THROUGHOUT THE YEAR TO CREATE A BETTER UNDERSTANDING OF OUR SONORAN DESERT AND TECHNIQUES AND TIPS FOR DESERT LIVING. CLASSES ARE OFFERED ON TOPICS SUCH AS NATURALHISTORY, GARDENING, WATER HARVESTING, COOKING WITH NATIVE FOODS. THE TRIPS OFTEN HAVE MORE OF AN ETHNOGRAPHIC BENT, SUCH AS THE HOPI AND NAVAJO COUNTRY TOUR. OUR INTERNATIONAL TRIPS ARE THEMED ON SOUTHWESTERN CULTURE AND ITS DEEPER ORIGINS.NUMBERS SERVED IN 2018: 438 514173 131573 THE ART INSTITUTE:THE ART INSTITUTE AT THE ARIZONA-SONORA DESERT MUSEUM PROMOTES CONSERVATION OF THE SONORAN DESERT REGION THROUGH ART CLASSES, ART EXHIBITS AND STEWARDSHIP OF THE MUSEUM ART COLLECTION FOR AREA RESIDENTS AND VISITORS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD.THE ART INSTITUTE'S OVERARCHING GOAL IS TO PROVIDE A HIGH QUALITY VISUAL ARTS EXPERIENCE FOR ALL AGES. CLASSES ARE TAUGHT BY PROFESSIONALS AND RELATE TO OUR LIVING COLLECTIONS AND THE REGION TO ORGANIZE AND INTERPRET EXISTING ART COLLECTIONS AND TO CREATE GALLERY EXHIBITS THAT ARE RELEVANT AND INSPIRING TO SERVE THE MISSION OF THE DESERT MUSEUM. IN FISCAL YEAR 2018, THE ART INSTITUTE SERVED 853 STUDENTS, OFFERED 205 DIFFERENT ART AND PHOTOGRAPHY CLASSES, TAUGHT BY 27 INSTRUCTORS. STUDENTS CAME FROM 28 DIFFERENT STATES AND 4 DIFFERENT COUNTRIES. 3 STUDENTS GRADUATED FROM THE CERTIFICATE PROGRAM AND THERE WERE 135 BRAND NEW STUDENTS WHO ENTERED THE PROGRAM. ADDITIONALLY, 13 VISITING MASTER ARTIST WORKSHOPS TOOK PLACE.OUR NATURE ILLUSTRATION CERTIFICATE PROGRAM IS THE ONLY ONE OF ITS KIND IN THE UNITED STATES. THESE CLASSES ARE DESIGNED AROUND AN ART CURRICULUM WITH A FOCUS ON SONORAN DESERT SUBJECT MATTER. STUDENTSACQUIRE KNOWLEDGE ABOUT THE SUBJECTS OF THEIR WORK SUCH AS RAPTORS, MAMMALS, DESERT BIRDS, REPTILES, AND PLANTS IN ADDITION TO LEARNING HOW TO DRAW, PAINT, PHOTOGRAPH AND WORK IN A VARIETY OF ILLUSTRATION MEDIA. THERE ARE 15 REQUIRED COURSES AND 100 HOURS OF ELECTIVE CLASSES THAT PRECEDE THE PORTFOLIO REVIEW. AFTER COMPLETION OF ALL REQUIREMENTS, STUDENTS RECEIVE A CERTIFICATE OF COMPLETION IN NATURE ART. THE CERTIFICATE PROVIDES INCENTIVE FOR STUDENTS TO PURSUE AND GROW THEIR KNOWLEDGE OF THE SONORAN DESERT REGION. VANISHING CIRCLES IS A PERMANENT COLLECTION OF ORIGINAL PAINTINGS DEPICTING DISAPPEARING WILDLIFE, PLANTS AND HABITATS OF THE SONORAN DESERT, CREATED BY INTERNATIONALLY RENOWNED ARTISTS. IN 2018 THE MUSEUM ADDED 4 PAINTINGS TO THE COLLECTION. VANISHING CIRCLES WILL CONTINUE TO GROW AND TRAVEL, ACTING AS A MULTI-MEDIA INTERPRETIVE TOOL FOR THE SONORAN DESERT REGION AND TO INSPIRE CONSERVATION THROUGH VISUAL ARTS EDUCATION. THE IRONWOOD GALLERY AND BALDWIN EDUCATION GALLERY CONTINUES TO HAVE 8 TO 12 DIFFERENT EXHIBITS THROUGHOUT THE YEAR AND DISPLAYS OVER 400 UNIQUE PIECES OF ART BY OVER 200 DIFFERENT ARTISTS. THESE ART EXHIBITS SERVE THE MISSION OF THE DESERT MUSEUM BY EXTENDING THE MUSEUM EXPERIENCE, INTERPRETING BOTH HABITAT AND WILDLIFE TO OUR VISITORS. THERE ARE 56 VOLUNTEERS WHO GIVE THEIR TIME TO KEEP THE GALLERY OPEN TO THE PUBLIC, 7 DAYS A WEEK. OUR VISITORS ARE GUARANTEED AN ACCESSIBLE, EDUCATIONAL EXPERIENCE THAT PROMOTES APPRECIATION AND UNDERSTANDING OF THE SONORAN DESERT. IN 2018 THE GALLERY HAD OVER 49,475 VISITORS. THE GALLERY EXHIBITS EXPANDED TO THE BALDWIN EDUCATION BUILDING. A ROSTER OF REGIONAL EXHIBITS HELD IN THE EDUCATION BUILDING IN CONJUNCTION WITH THE IRONWOOD GALLERY IS ANOTHER CREATIVE EXPERIENCE FOR GUESTS. IN 2018 11 ART EXHIBITS WERE PRODUCED, 9 ART OPENINGS TOOK PLACE, 321 DIFFERENT PIECES OF ART WERE DISPLAYED CREATED BY 2270 ARTISTS. 40 PIECES OF ART WERE SOLD. 8429838 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 72 0 1 166 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X CAROLYN CARSON CFO 5208833012 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 PAUL L BAKER TRUSTEE 1.00 X 0 0 0 MICHAEL C BALDWIN TRUSTEE 1.00 X 0 0 0 CRAIG BARKER TRUSTEE 1.00 X 0 0 0 STEVEN K BRIGHAM TRUSTEE 1.00 X 0 0 0 SHANE C BURGESS DVMPHD TRUSTEE 1.00 X 0 0 0 JOHN D DOERR DDS TRUSTEE 1.00 X 0 0 0 LYNN ERICKSEN TRUSTEE 1.00 X 0 0 0 J FELIPE GARCIA TRUSTEE 1.00 X 0 0 0 LISA K HARRIS PHD TRUSTEE 1.00 X 0 0 0 RUSSELL L JONES TRUSTEE 1.00 X 0 0 0 JOSE LEVER TRUSTEE 1.00 X 0 0 0 ANGELA FAITH LISTON TRUSTEE 1.00 X 0 0 0 LISA LOVALLO TRUSTEE 1.00 X 0 0 0 SHANNAN MARTY TRUSTEE 1.00 X 0 0 0 BOBBY PRESENT TRUSTEE 1.00 X 0 0 0 ALYCE SADONGEI TRUSTEE 1.00 X 0 0 0 PETER W SALTER TRUSTEE 1.00 X 0 0 0 JOHN P SCHAEFER PHD TRUSTEE 1.00 X 0 0 0 ALEXANDER G SCHAUSS PHD TRUSTEE 1.00 X 0 0 0 PETER WAND TRUSTEE 1.00 X 0 0 0 CHANDLER WARDEN TRUSTEE 1.00 X 0 0 0 WILLIAM H LOMICKA IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ERIK BAKKEN CHAIR 2.00 X X 0 0 0 KEVIN E BONINE PHD VICE CHAIR 2.00 X X 0 0 0 NANNON ROOSA TREASURER 2.00 X X 0 0 0 JOAN SCOTT SECRETARY 2.00 X X 0 0 0 CRAIG IVANYI EXECUTIVE DIRECTOR 40.00 X 129966 0 19877 CAROLYN CARSON CHIEF FINANCIAL OFFICER 40.00 X 81040 0 5745 211006 0 25622 1 0 0 0 DESERT MOUNTAIN CONSTRUCTION 8061 W TANGERINE ROAD MARANA AZ 85658 BUILDING CONSTRUCTION 1484073 SIMPLY BITS 5225 N SABINO CANYON ROAD TUCSON AZ 85750 IT SERVICES 227763 SOUTH OF THE BORDER TOURS 7937 E CORONADO ROAD TUCSON AZ 85750 TOUR GUIDE 192715 ALPHAGRAPHICS 2500 N COYOTE DRIVE 110 TUCSON AZ 85745 PRINTING SERVICES 160726 DARK HORSE MEDIA LLC 4441 E 5TH STREET TUCSON AZ 85711 ADVERTISING MEDIA 136378 8 589013 206209 73185 4026485 197119 4894892 ADMISSIONS 713990 4106524 4106524 MEMBERSHIP DUES 713990 1347618 1347618 EDUCATION 713990 450186 450186 OTHER 713990 411201 411201 ART INSTITUTE 713990 131573 131573 6447102 364993 364993 1980 1980 838514 74339 764175 764175 764175 5392066 4889394 502672 502672 502672 158103 206209 169742 -11639 -11639 5775 0 5775 5775 39462 28308 11154 11154 VENDING MACHINES 713990 3939 3939 3939 12985043 6462195 0 1627956 257204 257204 4787918 3920931 659066 207921 95422 78266 13478 3678 745794 632849 84078 28867 432519 347781 68974 15764 6620 5582 751 287 39090 32960 4434 1696 13500 13500 194510 194510 433777 248662 148598 36517 183534 21567 161867 100 577368 352775 38857 185736 38593 30552 6050 1991 3153 3153 468898 468898 258304 257715 368 221 57497 29863 25847 1787 1145630 1145630 103182 93895 9084 203 ANIMAL EXPENSE 401280 401280 MAINTENANCE AND REPAIR 192133 191595 538 OTHER EXPENSES 192038 165884 23350 2804 10627964 8429838 1696516 501610 23350 17800 1750464 1029231 506391 389169 134684 64229 222309 201754 43894 83207 42659579 26561509 14573734 16098070 9230445 10103692 539778 526194 27025049 28513346 986700 772368 593838 461396 3427 0 1583965 1233764 X 17572265 21537153 3705578 1577182 4163241 4165247 25441084 27279582 27025049 28513346 X 2357079 -515081 -3500 X 0 1 X 1 0 X 3042647 4284089 4346718 4793937 4821707 21289098 4653676 4971815 5153740 5655363 6486564 26921158 45091 67445 52099 76898 73185 314718 7741414 9323349 9552557 10526198 11381456 48524974 1489970 922940 1368387 2242316 2730486 8754099 0 1489970 922940 1368387 2242316 2730486 8754099 39770875 826513 884880 746013 1090951 1205487 4753844 826513 884880 746013 1090951 1205487 4753844 8020 8020 2752 2839 3412 3452 3939 16394 8570679 10211068 10310002 11620601 12590882 53303232 0.74610 0.78170 0.08920 0.08880 X X X X X 1 7632063 127504 357339 160775 34511 7921620 6901262 699498 700116 601767 67046 7632063 7157993 516031 635706 824618 108259 7376853 5885914 1742649 -266861 90485 113224 7157993 5944465 715358 347529 1010730 110708 5885914 0.51000 0.47000 0.02000 0 0 226500 226500 39107598 23694499 15413099 3325481 2867010 458471 16098070 X 12502626 -515081 -515081 13017707 41675 -74339 -32664 12985043 10664126 77839 77839 10586287 41675 2 41677 10627964 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. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE MUSEUM'S COLLECTIONS CONSIST SUBSTANTIALLY OF LIVING AND NONLIVING NATURAL HISTORY OBJECTS RELATED TO THE MUSEUM'S INTERPRETIVE REGION (THE SONORAN DESERT AND ADJACENT HABITATS). COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. WITH THE EXCEPTION OF CERTAIN FREE-LIVING ORGANISMS, COLLECTIONS ARE CATALOGUED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART V, LINE 4: THE MUSEUM'S ENDOWMENT AND OPERATING RESERVE CONSISTS OF AN INDIVIDUAL FUND ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS, AND AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FROM FINANCIAL STATEMENTS: THE MUSEUM IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(2). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE MUSEUM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE MUSEUM IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF THEY HAVE UBTI, FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX YEARS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. FROM TIME TO TIME, THE MUSEUM MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS ADMINISTRATION EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -74,339. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 74,339. UNCOLLECTIBLE PLEDGES 3,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. PART III, LINE 5: IN ADDITION TO ITEMS DONATED FOR ITS COLLECTIONS, THE MUSEUM RECEIVES DONATIONS OF ART AND SIMILAR ASSETS TO BE AUCTIONED AT ITS ANNUAL GALA. GALA 364312 206209 158103 1605 53060 115077 364312 206209 158103 1605 53060 115077 169742 -11639 X 2 450 DONOR ESTIMATE X 950 DONOR ESTIMATE X 234 DONOR ESTIMATE X 5 51746 TRADING PRICE X 10 6521 DONOR ESTIMATE X 1 3800 DONOR ESTIMATE X WATER 1 73185 DONOR ESTIMATE X AUCTION ITEMS 127 57734 DONOR ESTIMATE X OTHER 10 2499 DONOR ESTIMATE 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS RATHER THAN THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS, ALL OF WHOM HAVE THE SAME VOTING RIGHTS WHICH ARE TO ELECT NEW TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS GIVEN TO THE MEMBERS OF THE FINANCE COUNCIL. THE MEMBERS OF THE FINANCE COUNCIL, ALONG WITH THE CEO AND CFO, REVIEW ALL SCHEDULES AND NARRATIVES FOR ACCURACY AND COMPLETENESS. AFTER THE APPROVAL OF THE FINANCE COUNCIL, A COPY OF FORM 990 IS FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS OF THE BOARD OF TRUSTEES AND NEW EMPLOYEES ARE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT S/HE HAS DONE SO. ANNUALLY, EACH BOARD MEMBER COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIP, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. PRIOR TO BOARD OF TRUSTEES OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. BOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE NOT PERMITTED TO PARTICIPATE OR HEAR THE BOARD OF TRUSTEE'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. AN EMPLOYEE WHO IS NOT A MEMBER OF THE BOARD OF TRUSTEES DISCLOSES TO HIS/HER SUPERVISOR ANY CONFLICT OF INTEREST THAT SUCH EMPLOYEE HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS BOARD DISCRETIONARY AND IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED ON AN ANNUAL BASIS USING BOTH LOCAL ANNUAL COMPENSATION SURVEY DATA AS WELL AS THE COMPENSATION SURVEY DATA PROVIDED BY THE ASSOCIATION OF ZOOS & AQUARIUMS MEMBER COMPENSATION SURVEY THAT IS PUBLISHED EVERY TWO YEARS. THE CHIEF FINANCIAL OFFICER'S COMPENSATION IS CALCULATED USING SALARY GRADES THAT REPRESENT A GROUPING OF POSITIONS THAT ARE ALIKE IN RESPONSIBILITY AND SCOPE AND ARE BASED ON A NUMBER OF FACTORS INCLUDING: AVERAGE MARKET PAY, THE MUSEUM'S ABILITY TO PAY AND INTERNAL EQUITY. SALARY GRADES ARE ESTABLISHED BASED ON THE COMPETITIVE MARKET USING STATE AND LOCAL SALARY SURVEYS AND THE ASSOCIATION OF ZOOS & AQUARIUMS MEMBER COMPENSATION SURVEY. SALARY AND BENEFITS FOR THIS POSITION ARE INCREASED OR DECREASED BASED ON THE SAME ANNUAL PERCENTAGE INCREASE AS ALL OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTIBLE PLEDGES -3,500.