2018-11-13T10:06:38-06:00 2018-06-30 341667340 PACKER THOMAS 2815 WILMINGTON ROAD SUITE 2 NEW CASTLE PA 16105 990 2017-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2018-11-12 1 JOSEPH GABRIEL P00595382 7246572880 24.144.152.134 2018-11-12 13:49:59 ES P 827D26E74E644507299C83BD949F7EEB2B4DF34F E942C03D658BFF1430C62395FE04067B1C32515C 2017 2019-02-21 02:37:17Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 33473198 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 30 30 29 108 0 0 1258312 3658478 27505 50533 1857060 5074462 56139 50618 3199016 8834091 0 0 0 0 1231407 1279018 0 0 151457 1657562 1664008 2888969 2943026 310047 5891065 74701490 79343356 88037 113987 74613453 79229369 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 769806 43160 ART COLLECTIONS 896940 19125 ART EXHIBITS 197962 31408 EDUCATIONAL PROGRAMS 1864708 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 28 0 1 29 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OH X AMY KAUFMAN 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 SALVATORE C APICELLA MD TRUSTEE 1.00 X 0 0 0 GARY BITONTE MD VICE PRESIDENT 1.00 X X 0 0 0 JOHN A ANDERSON TRUSTEE 1.00 X 0 0 0 NICHOLAS KATZ TRUSTEE 1.00 X 0 0 0 JAMES DAVID BRODELL MD TRUSTEE 1.00 X 0 0 0 CHARLES MASTERS TRUSTEE 1.00 X 0 0 0 BART GILMORE TRUSTEE 1.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 X 0 0 0 JOHN MACINTOSH TRUSTEE 1.00 X 0 0 0 THOMAS MCNICKLE TRUSTEE 1.00 X 0 0 0 TAZIM N JAFFER TRUSTEE 1.00 X 0 0 0 JOHN SUMANSKY TRUSTEE 1.00 X 0 0 0 TED SCHMIDT TRUSTEE 1.00 X 0 0 0 ATTY NED C GOLD JR TRUSTEE 1.00 X 0 0 0 DAVID J KOSTOLANSKY TRUSTEE 1.00 X 0 0 0 ROBERT SAVAGE TRUSTEE 1.00 X 0 0 0 DEAN ECONOMUS MD TRUSTEE 1.00 X 0 0 0 CATHERINE W POWERS TRUSTEE 1.00 X 0 0 0 DR CONSUELO MENDEZ TRUSTEE 1.00 X 0 0 0 JAMES P TRESSEL TRUSTEE 1.00 X 0 0 0 FLORENCE WANG TRUSTEE 1.00 X 0 0 0 DR JOHN L DUNNE TRUSTEE 1.00 X 0 0 0 THOMAS J CAVALIER PRESIDENT 1.00 X X 0 0 0 FRANKLIN S BENNETT TREASURER 1.00 X X 0 0 0 BOBBY BAKER TRUSTEE 1.00 X 0 0 0 VINCENT BACON SECRETARY 1.00 X X 0 0 0 RON BARRON TRUSTEE 1.00 X 0 0 0 ATTY NILS JOHNSON JR TRUSTEE 1.00 X 0 0 0 DR MICHAEL SHULTZ TRUSTEE 1.00 X 0 0 0 SCOTT ZOLDAN TRUSTEE 1.00 X 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 40.00 X 185000 0 0 185000 0 0 1 0 1 0 0 36225 577036 3045217 887062 3658478 INSTRUCTIONAL/EXHIBIT FEES 900099 50533 50533 50533 847592 847592 125400 109200 16200 16200 16200 28668487 24441617 4226870 4226870 4226870 60836 53378 7458 7458 59402 34912 24490 24490 MISCELLANEOUS REVENUE 900099 2470 2470 2470 8834091 93693 0 5081920 185000 92500 74000 18500 808850 404425 323540 80885 54941 27471 21976 5494 157338 78669 62935 15734 72889 36445 29155 7289 28893 8668 20225 173041 173041 89143 20381 68762 37434 5615 28076 3743 25300 24035 1265 399360 341222 38326 19812 15434 15434 501366 446216 55150 75546 67991 7555 FREIGHT AND SHIPPING 94223 94223 EXHIBITS EXPENSE 71131 71131 PRINTING EXPENSE 53952 51254 2698 PERMANENT COLLECTION EX 41963 41963 57222 37065 20157 2943026 1864708 926861 151457 350749 360753 751771 810469 215140 179536 182040 1192194 15385 14488 14850 91010 17452591 9589025 7427293 7863566 45382833 47656718 20361429 21174622 74701490 79343356 72847 100245 15190 13742 88037 113987 X 65919717 70219376 4076376 4392633 4617360 4617360 74613453 79229369 74701490 79343356 5891065 -1275149 0 X X 0 1 X 1 0 X 1147254 1957363 1959887 1258312 1928478 8251294 1147254 1957363 1959887 1258312 1928478 8251294 2031919 6219375 990468 1291544 751998 845727 863792 4743529 67591 95142 57850 13064 7458 241105 13235928 337303 0.46990 0.49180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 1,600. 2014 AMOUNT: $ 13,356. 2015 AMOUNT: $ 3,253. SPECIAL EVENTS - 2013 AMOUNT: $ 25,510. 2014 AMOUNT: $ 36,337. 2015 AMOUNT: $ 18,894. 2016 AMOUNT: $ 13,064. 2017 AMOUNT: $ 7,458. SALE OF INVENTORY - 2013 AMOUNT: $ 40,481. 2014 AMOUNT: $ 45,449. 2015 AMOUNT: $ 35,703. 759500 21174622 X X X X 0 39081742 2346882 228735 41199889 36299428 3104275 321961 39081742 37485832 -1022235 164169 36299428 36884304 783436 181908 37485832 32414040 4920648 450384 36884304 0.83030 0.11210 0.05760 0 0 55000 55000 15037927 7772072 7265855 293746 156230 137516 2065918 1660723 405195 7863566 ART COLLECTION 21174622 21174622 7756432 -1275149 109200 88290 -1077659 8834091 0 8834091 3140516 109200 88290 197490 2943026 0 2943026 PART III, LINE 4: SINCE 1919, THE BUTLER INSTITUTE HAS BEEN COMMITTED TO THE PROMOTION AND CULTIVATION OF AESTHETIC VALUES BY COLLECTING AND EXHIBITING WORKS OF PROMINENT AMERICAN ARTISTS. THE MUSEUM'S HOLDINGS NOW NUMBER OVER 18,000 WORKS OF ART: PAINTINGS, WORKS ON PAPER, SCULPTURE, CERAMICS, PHOTOGRAPHS, AND PIECES IN SPECIAL COLLECTIONS. THE PERMANENT COLLECTION IS EXHIBITED IN HISTORICAL SEQUENCE THROUGHOUT THE NINE FIRST FLOOR GALLERIES OF THE INSTITUTE. THE SECOND FLOOR GALLERIES SURROUNDING BEECHER COURT ARE USED FOR SPECIAL EXHIBITIONS OF THE COLLECTION, BASED ON TOPICAL OR HISTORIC THEMES. THE MUSEUM'S ARCHIVAL DOCUMENTS REPRESENT PRIMARY SOURCE MATERIAL RELATING TO THE FOUNDING, ACQUISITION, AND GROWTH OF THE INSTITUTE'S COLLECTIONS. THESE PRIMARY SOURCE MATERIALS INCLUDE HOLOGRAPH LETTERS FROM ARTISTS, COLLECTORS, GALLERY OWNERS, AND THE STAFF OF THE BUTLER INSTITUTE OF AMERICAN ART. THE PERMANENT COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, AND THE HISTORIC STRUCTURE. ALL OBJECTS IN THE PERMANENT COLLECTION ARE ACCESSED AND FOLLOW ACCEPTED PRACTICES FOR ACQUISITION. ARTISTS' FILES CONSIST OF LETTERS, PHOTOGRAPHS, EXHIBITION RECORDS, PUBLICATION HISTORY AND PROVENANCE, AND RELATE TO SPECIFIC OBJECTS IN THE COLLECTION. THE ARCHIVE CONSISTS OF EXHIBITION CATALOGS, PUBLIC RELATIONS FILES, AND PRIMARY SOURCE MATERIAL RELATED TO THE CONSTRUCTION OF THE HISTORIC STRUCTURE. THE ARCHIVES ARE ACCESSIBLE TO MUSEUM STAFF ONLY. SELECTED ITEMS HAVE BEEN DIGITIZED FOR WEB AND KIOSK USE. THE COLLECTION IS DIRECTLY RELATED TO THE EDUCATIONAL PURPOSE OF THE MUSEUM. THE COLLECTION IS DISPLAYED FOR PUBLIC VIEWING AND IS DIRECTLY USED IN THE EDUCATIONAL PROGRAMS OFFERED BY THE MUSEUM'S EDUCATION DEPARTMENT. THE MUSEUM OFFERS SIGNIFICANT ACCESS TO THE COLLECTION FOR THE PUBLIC THROUGH REGULAR OPEN HOURS, A FREE ADMISSION POLICY, DETAILED MATERIAL DESCRIBING THE COLLECTION, AND SIGNIFICANT PROMOTION OF THE MUSEUM. PART V, LINE 4: THE PURPOSES OF THE ENDOWMENT ARE TO ADVOCATE THE APPRECIATION OF ART TO THE MUSEUM'S MEMBERS AND TO THE COMMUNITY. THE OBJECTIVE OF THE UNDERLYING INVESTMENTS WITHIN THE ENDOWMENT FUNDS IS TO ALLOW FOR PRINCIPAL PRESERVATION, GROWTH OF PRINCIPAL, AND TO PROVIDE AN INCOME STREAM FOR USES OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 88,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 88,290. AMERICAN HOLIDAY 60836 60836 27011 60836 60836 27011 27011 33825 X 0 0 0 0 0 0 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 185000 0 0 0 0 0 0 0 0 0 185000 0 0 0 PART I, LINE 3 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. X 41 759500 APPRAISED VALUE X 127562 FMV 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE BEING SIGNED BY THE EXECUTIVE DIRECTOR, DR. LOUIS ZONA. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW BOARD MEMBERS AND STAFF AND IS DISCUSSED IN BOARD AND STAFF MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.