PHILBROOK MUSEUM OF ART INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PHILBROOK MUSEUM OF ART INC (EIN 73-0579279)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-15
- IRS object ID
- 201843199349306384
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:19:30-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731293433 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANFIELD O'DELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 S BOULDER AVE STE 800 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730579279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILBROOK MUSEUM OF ART INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 9187485326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52510 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741520510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL NELSON | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 9187485326 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN A MOORE CPA | PreparerPersonNm |
| PTIN | P00420306 | PTIN |
| Phone | 9186280500 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.127.36.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 16:03:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 009D62EE35F116204F2CF7D260D0937AF2B6F8B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEE76077663258657780DAB5797CD4FBBDED75C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL NELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 S ROCKFORD ROAD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,737,573 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILBROOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | ART MUSEUM COMPLEX: HISTORIC HOUSE,ART COLLECTIONS,GALLERIES,FORMAL GARDENS,2ND DOWNTOWN FACILITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,436,490 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,849,629 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $746,882 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $672,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $981,944 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,250,143 | CYInvestmentIncomeAmt |
| PY Other Revenue | $571,764 | PYOtherRevenueAmt |
| CY Other Revenue | $223,281 | CYOtherRevenueAmt |
| PY Total Revenue | $4,737,080 | PYTotalRevenueAmt |
| CY Total Revenue | $7,995,265 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,588,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,884,602 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $854,146 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,439,036 | PYOtherExpensesAmt |
| CY Other Expenses | $3,578,479 | CYOtherExpensesAmt |
| PY Total Expenses | $8,027,679 | PYTotalExpensesAmt |
| CY Total Expenses | $8,463,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,290,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$467,816 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,396,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,962,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,411,146 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,357,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,984,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,604,833 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STRIVE TO BE AN ESSENTIAL AND EXCEPTIONAL PARTICIPANT IN THE CULTURAL, EDUCATIONAL, AND ECONOMIC LIFE OF A GROWING AND DIVERSE COMMUNITY, AND REMAINS DEDICATED TO INSPIRING THE BROADEST POSSIBLE PUBLIC ENGAGEMENT, ACCESS, AND SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,154,518 | ExpenseAmt |
| Revenue | $516,315 | RevenueAmt |
| Desc | MUSEUM OPERATIONS: MAINTAIN THE FACILITY FOR PUBLIC VIEWING OF ART COLLECTIONS. THE MUSEUM'S HISTORIC STRUCTURES AND STATE-OF-THE-ART FACILITIES PROVIDE A UNIQUE PLATFORM OF EXPERIENCE FOR OUR VISITORS. OUR EFFORTS ALSO PRESERVE AN IMPORTANT ELEMENT OF TULSA'S HISTORY WHILE SERVING AS A DEFINING RESOURCE FOR OUR COMMUNITY AND REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,456,514 | ExpenseAmt |
| Revenue | $9,858 | RevenueAmt |
| Desc | EXHIBITS AND PERMANENT ART COLLECTION MAINTENANCE: ENSURE THE QUALITY OF PERMANENT ART COLLECTIONS AND PROVIDE SPECIAL TOURING EXHIBITS AND PROGRAMS TO ENHANCE ART APPRECIATION. THE MUSEUM'S PERMANENT COLLECTION OFFERS VISITORS A BROAD VIEW OF MAJOR ART MOVEMENTS IN WESTERN CIVILIZATION, AS WELL AS SUPERB EXAMPLES OF NON-WESTERN AESTHETIC EXPRESSION. IN ADDITION, THE MUSEUM PROVIDES APPROXIMATELY 8 SPECIAL/TEMPORARY EXHIBITIONS ANNUALLY. THESE EXHIBITIONS STRIVE TO PRESENT THE FINEST EXAMPLES OF ARTISTIC ACHIEVEMENT AVAILABLE WHILE PROVIDING A FOIL OR COMPLEMENT TO THE WORKS ON SEMI-PERMANENT DISPLAY WITHIN OUR GALLERIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,013,250 | ExpenseAmt |
| Revenue | $114,047 | RevenueAmt |
| Desc | EDUCATION: INCREASE PUBLIC KNOWLEDGE OF ART THROUGH EDUCATIONAL PROGRAMMING. INCREASING THE RELEVANCE OF THE VISUAL ARTS WITHIN THE DAILY LIVES OF OUR VISITORS IS ONE OF THE MUSEUM'S KEY OBJECTIVES. OUR EDUCATIONAL EFFORTS FOCUS ON ENGAGING AN EXPANDING AUDIENCE WITH THE BEAUTY, CHALLENGES, HISTORIES, AND INSPIRATION OF A COMPLEX CULTURE AND ITS VISUAL EXPRESSION. VARIOUS PROGRAMS ARE AVAILABLE FOR ADULTS, CHILDREN, AND FAMILIES INCLUDING ART CLASSES, LECTURES, INTERACTIVE PROGRAMMING, AND SELF-GUIDED ART ACTIVITIES. THERE IS ALSO AN ACTIVE DOCENT PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,408,760 | ExpenseAmt |
| Revenue | $242,089 | RevenueAmt |
| Desc | ALL OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,408,760 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $242,089 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,033,042 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 184 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA DURRIN DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9187485324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 S ROCKFORD ROAD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HAL ALLEN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ANTHONY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ALAN ARMSTRONG | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DIANA BENIEN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| TREY BIGGS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| IRENE BURNSTEIN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DOUG CAMPBELL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JOE CAPPY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| LAURA COLGAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| TERRI COLLINS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CARLIN CONNER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JW CRAFT | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| STUART DESELMS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ERIN DONOVAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GAYLE EBY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SHIELA HAYNES | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SUSIE HENTSCHEL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HEYMAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HEYMAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GREG HOLT | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| WILL IHLOFF | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JEANNINE IRWIN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MARCI JOHNSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ANNE JONES | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE KLEIN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| STACY KYMES | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BOB LAFORTUNE | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BEN LATHAM | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| PHIL LAUINGER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BILL LOBECK | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BOB LORTON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ROXANA LORTON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CARLISLE MABREY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MITCHELL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BOB PETERSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN PETERSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JULIE PHILLIPS PUCKETT | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JANA SHOULDERS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| WHITTNEY STAUFFER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA STINNETT | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| RYAN TANNER | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN THOMAS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE WARREN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| STEVE D WRIGHT | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN ZETIK | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CATHEY BARKLEY | |||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HOWARD BARNETT | |||||||
| CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GENTNER DRUMMOND | |||||||
| VICE PRESIDENT | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN HEWITT | |||||||
| VICE PRESIDENT | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY LEE | |||||||
| VICE-CHAIRMEN | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT STULEN | |||||||
| CEO/PRESIDENT | 35.00 | Yes (X) | $196,799 | $0 | $16,300 | Yes (X) | |
| SCOTT VAUGHN | |||||||
| VICE PRESIDENT | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DON WELLENDORF | |||||||
| TREASURER | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAUL NELSON | |||||||
| COO | 35.00 | $129,520 | $0 | $5,958 | Yes (X) | ||
| DONNA DURRIN | |||||||
| DIRECTOR OF FINANCE | 35.00 | $102,071 | $0 | $6,833 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $428,390 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,091 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $368,838 | MembershipDuesAmt |
| Fundraising | $2,645,638 | FundraisingAmt |
| Government Grants | $151,413 | GovernmentGrantsAmt |
| All Other Contributions | $2,683,740 | AllOtherContributionsAmt |
| Noncash Contributions | $330,854 | NoncashContributionsAmt |
| Total Contributions | $5,849,629 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MUSEUM SERVICES | 900099 | $259,681 | $259,681 |
| MUSEUM ADMISSIONS | 900099 | $256,643 | $256,643 |
| MUSEUM OTHER | 900099 | $78,548 | $78,548 |
| MUSEUM EDUCATION | 900099 | $77,340 | $77,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $672,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,404,874 | TotalRevenueColumnAmt |
| Exclusion | $1,404,874 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,876,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,031,054 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$154,731 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$154,731 | TotalRevenueColumnAmt |
| Exclusion | -$154,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $511,321 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,645,638 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $498,137 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,184 | TotalRevenueColumnAmt |
| Exclusion | $13,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $423,214 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $213,117 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $210,097 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,995,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $882,309 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,263,327 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,024 | TotalAmt |
| Program Services | $206,813 | ProgramServicesAmt |
| Management And General | $112,807 | ManagementAndGeneralAmt |
| Fundraising | $56,404 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,506,190 | TotalAmt |
| Program Services | $2,990,955 | ProgramServicesAmt |
| Management And General | $82,960 | ManagementAndGeneralAmt |
| Fundraising | $432,275 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,603 | TotalAmt |
| Program Services | $130,256 | ProgramServicesAmt |
| Management And General | $19,919 | ManagementAndGeneralAmt |
| Fundraising | $19,428 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,787 | TotalAmt |
| Program Services | $421,416 | ProgramServicesAmt |
| Management And General | $64,444 | ManagementAndGeneralAmt |
| Fundraising | $67,927 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,998 | TotalAmt |
| Program Services | $214,539 | ProgramServicesAmt |
| Management And General | $32,808 | ManagementAndGeneralAmt |
| Fundraising | $31,651 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377 | TotalAmt |
| Program Services | $185 | ProgramServicesAmt |
| Management And General | $1,166 | ManagementAndGeneralAmt |
| Fundraising | $26 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,251 | TotalAmt |
| Program Services | $28,851 | ProgramServicesAmt |
| Management And General | $24,400 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,878 | TotalAmt |
| Program Services | $220,878 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,524 | TotalAmt |
| Program Services | $65,258 | ProgramServicesAmt |
| Management And General | $7,750 | ManagementAndGeneralAmt |
| Fundraising | $516 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,243 | TotalAmt |
| Program Services | $127,671 | ProgramServicesAmt |
| Fundraising | $27,572 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,865 | TotalAmt |
| Program Services | $17,057 | ProgramServicesAmt |
| Management And General | $2,765 | ManagementAndGeneralAmt |
| Fundraising | $1,043 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,663 | TotalAmt |
| Program Services | $3,319 | ProgramServicesAmt |
| Management And General | $1,516 | ManagementAndGeneralAmt |
| Fundraising | $828 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,990 | TotalAmt |
| Program Services | $577,914 | ProgramServicesAmt |
| Management And General | -$15,279 | ManagementAndGeneralAmt |
| Fundraising | $9,355 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,648 | TotalAmt |
| Program Services | $93,326 | ProgramServicesAmt |
| Management And General | $10,792 | ManagementAndGeneralAmt |
| Fundraising | $5,530 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,301 | TotalAmt |
| Program Services | $12,081 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,074 | TotalAmt |
| Program Services | $83,074 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,333 | TotalAmt |
| Program Services | $1,017,812 | ProgramServicesAmt |
| Management And General | $7,014 | ManagementAndGeneralAmt |
| Fundraising | $3,507 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,624 | TotalAmt |
| Program Services | $126,683 | ProgramServicesAmt |
| Management And General | $15,174 | ManagementAndGeneralAmt |
| Fundraising | $767 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $276,125 | $145,223 | $62,685 | $68,217 |
| ENTERTAINMENT & PROMOTI | $134,316 | $59,445 | $40,156 | $34,715 |
| FREIGHT & DELIVERY | $93,384 | $93,384 | ||
| OTHER EXPENSES | $87,798 | $38,985 | $9,430 | $39,383 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,085 | TotalAmt |
| Program Services | $357,917 | ProgramServicesAmt |
| Management And General | $94,186 | ManagementAndGeneralAmt |
| Fundraising | $44,982 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,463,081 | TotalAmt |
| Program Services | $7,033,042 | ProgramServicesAmt |
| Management And General | $575,893 | ManagementAndGeneralAmt |
| Fundraising | $854,146 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,269 | BOYAmt |
| EOY | $99,663 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,491,375 | BOYAmt |
| EOY | $2,343,302 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,479 | BOYAmt |
| EOY | $1,446,766 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,455 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,452 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,230 | BOYAmt |
| EOY | $116,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,754,419 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,272,945 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,362,739 | BOYAmt |
| EOY | $14,481,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,011,723 | BOYAmt |
| EOY | $39,104,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,316 | BOYAmt |
| EOY | $1,307,157 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,396,131 | BOYAmt |
| EOY | $58,962,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,957 | BOYAmt |
| EOY | $577,190 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,189 | BOYAmt |
| EOY | $2,780,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,411,146 | BOYAmt |
| EOY | $3,357,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,481,034 | BOYAmt |
| EOY | $6,594,603 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,294,858 | BOYAmt |
| EOY | $20,429,560 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,209,093 | BOYAmt |
| EOY | $28,580,670 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,984,985 | BOYAmt |
| EOY | $55,604,833 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,396,131 | BOYAmt |
| EOY | $58,962,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$467,816 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,293,010 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$205,346 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,733,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,006,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,946,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,436,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,849,629 | CurrentTaxYearAmt |
| Total | $20,972,926 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,733,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,006,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,946,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,436,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,849,629 | CurrentTaxYearAmt |
| Total | $20,972,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,876,620 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,096,306 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,436,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,364,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,378,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,404,874 | CurrentTaxYearAmt |
| Total | $8,655,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,628,503 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,655,577 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,011,723 | BeginningYearBalanceAmt |
| Contributions | $442,543 | ContributionsAmt |
| Investment Earnings Or Losses | $2,526,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,655,447 | OtherExpendituresAmt |
| Administrative Expenses | $220,876 | AdministrativeExpensesAmt |
| End Year Balance | $39,104,767 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,001,861 | BeginningYearBalanceAmt |
| Contributions | $295,454 | ContributionsAmt |
| Investment Earnings Or Losses | $4,637,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,716,820 | OtherExpendituresAmt |
| Administrative Expenses | $206,755 | AdministrativeExpensesAmt |
| End Year Balance | $38,011,723 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,470,925 | BeginningYearBalanceAmt |
| Contributions | $513,610 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,055,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,725,844 | OtherExpendituresAmt |
| Administrative Expenses | $201,460 | AdministrativeExpensesAmt |
| End Year Balance | $35,001,861 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,574,130 | BeginningYearBalanceAmt |
| Contributions | $1,321,548 | ContributionsAmt |
| Investment Earnings Or Losses | -$552,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,625,089 | OtherExpendituresAmt |
| Administrative Expenses | $247,139 | AdministrativeExpensesAmt |
| End Year Balance | $37,470,925 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,633,534 | BeginningYearBalanceAmt |
| Contributions | $1,672,488 | ContributionsAmt |
| Investment Earnings Or Losses | $5,048,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,639,422 | OtherExpendituresAmt |
| Administrative Expenses | $140,507 | AdministrativeExpensesAmt |
| End Year Balance | $38,574,130 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,000 | OtherCostOrOtherBasisAmt |
| Book Value | $85,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,775,926 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,541,820 | DepreciationAmt |
| Book Value | $3,234,106 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,128,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,467,924 | DepreciationAmt |
| Book Value | $3,660,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,607,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,163,726 | DepreciationAmt |
| Book Value | $443,775 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,327,477 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,829,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,099,475 | DepreciationAmt |
| Book Value | $7,057,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,481,474 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES---CAPITAL LEASE OBLIGATION | Desc |
| Amt | $2,780,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,780,357 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,558,546 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,293,010 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $270,271 | OtherRevenueAmt |
| Revenue Not Reported | $1,563,281 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,995,265 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,995,265 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,676,198 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $213,117 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $213,117 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,463,081 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,463,081 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NET CHANGE IN BENEFICAL INTEREST IN ASSETS HELD BY OTHERS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD |
| SCHEDULE D, PARTIII, LINE 1A: | WORKS OF ART IN PHILBROOK'S COLLECTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF ARTWORKS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY RESTRICTED NET ASSETS IF A DONOR MAKES A CONTRIBUTION INTENDED TO FUND A SUBSEQUENT PURCHASE OF ARTWORK. CONTRIBUTIONS OF WORKS OF ART ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PART III, LINE 4: PHILBROOK IS A GENERAL FINE ARTS MUSEUM COMMITTED TO COLLECTING AND EXHIBITING ART FROM A BROAD RANGE OF PERIODS AND CULTURES. THE SIZE (APPROXIMATELY 13,000 OBJECTS, INCLUDING LONG-TERM LOANS) AND VARIETY OF THE COLLECTION HAS MADE PHILBROOK A UNIQUE RESOURCE FOR THE STATE AND REGION. COLLECTION AREAS INCLUDE: AMERICAN AND EUROPEAN PAINTING AND SCULPTURE; NATIVE AMERICAN ART, PRINTS AND DRAWINGS; ASIAN ART; AFRICAN SCULPTURE; AMERICAN AND EUROPEAN DECORATIVE ART; AND ANTIQUITIES. PHILBROOK ADOPTED A COMPREHENSIVE COLLECTIONS MANAGEMENT POLICY IN 1981 WHICH HAS BEEN UPDATED PERIODICALLY SINCE THEN, MOST RECENTLY IN 2018. THIS POLICY ADDRESSES PROCEDURES FOR ACCESSIONING, DEACCESSIONING, DOCUMENTATION AND OTHER ASPECTS OF COLLECTION MANAGEMENT. PHILBROOK'S COLLECTION POLICY PROVIDED THAT PERMANENT COLLECTIONS ARE 1) HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; 2) PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND 3) SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE RESTRICTED TO THE ACQUISITION OF OTHER ITEMS FOR COLLECTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE EXPERIENCE | Event1Nm |
| Gross Receipts Event1 | $2,941,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,544,608 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $397,302 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $75,028 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $87,900 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $296,735 | OtherDirectExpensesEvent1Amt |
| Event2 | MIX | Event2Nm |
| Gross Receipts Event2 | $133,893 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $59,180 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $74,713 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,786 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,577 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $81,156 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $41,850 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $39,306 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $2,942 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,350 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,319 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,156,959 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,645,638 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $511,321 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,528 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $96,628 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $317,631 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $498,137 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,184 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT STULEN | PersonNm |
| Title | CEO/PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $171,838 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $24,961 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $300 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $213,099 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Method Of Determining Revenues | N/A - SEE EXPLANATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | N/A - SEE EXPLANATION | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $135,642 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - DATE OF TRANSFER | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $195,212 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS NOT INCLUDED ANY REVENUE FOR DONATED WORKS OF ART OR HISTORICAL TREASURES IN PART VIII, LINE 1G. IN ACCORDANCE WITH ITS ELECTION NOT TO REPORT REVENUES OR ASSETS UPON RECEIPT OF CONTRIBUTIONS OF WORKS OF ART AND HISTORICAL TREASURES UNDER SFAS 116, NO REVENUE OR ASSETS WERE INCLUDED ON THE 990 FOR THESE CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT E. LORTON, DIRECTOR AND ROXANA LORTON, DIRECTOR ARE HUSBAND AND WIFE. STEPHEN J. HEYMAN, DIRECTOR AND BARBARA HEYMAN, DIRECTOR ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS PAID MEMBERSHIPS AT LEVELS FROM $55-$10,000 PER YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7A | ONE-THIRD OF TRUSTEES ARE ELECTED EACH YEAR BY MEMBERSHIP AT THE ANNUAL MEETING FOR A 3-YEAR TERM. THERE MAY BE SPECIAL ELECTIONS TO FILL AN OPEN POSITION WHEN A TRUSTEE HAS RESIGNED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BY AN E-MAIL NOTICE AND LINK TO THE ELECTRONIC COPY. THE AUDIT COMMITTEE (SUB-COMMITEE OF THE BOARD), COMPRISED OF MEMBERS FROM THE BOARD OF DIRECTORS, MEETS WITH THE MUSEUM STAFF AND OUTSIDE TAX PREPARERS FOR REVIEW AND APPROVAL BEFORE FINALIZING AND FILING THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMPLIANCE COMMITTEE MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT 3RD PARTY COMPENSATION CONSULTANT REVIEWS JOB DESCRIPTIONS, ASSIGNS POSITIONS TO GRADES, AND ASSIGNS PAY RANGES TO GRADES BASED ON COMPARABLE PAY DATA. THE MUSEUM HAS THE COMPENSATION POLICY APPROVED BY THE BOARD OF DIRECTORS. |
| 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: | NET CHANGE IN BENEFICIAL INTEREST OF ASSETS HELD BY OTHERS 57,154. ART ACQUISITIONS -262,500. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA VILLA RESTAURANT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 S ROCKFORD ROAD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731447505 | EIN |
| Primary Activities | HOLDS A MASTER LEASE | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
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