2018-01-29T12:52:37-06:00 2017-06-30 341667340 PACKER THOMAS 2815 WILMINGTON ROAD SUITE 2 NEW CASTLE PA 16105 990 2016-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2018-01-11 1 JOSEPH GABRIEL P00595382 7246572880 24.144.152.134 2018-01-11 13:47:05 ES P 3F7FEDFD294C98803D137524DB58D049C05BC2B7 ED0A7EF2D1A1F0EB3CE917B42061620D16461B94 2016 2021-01-29 14:40:06Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 20312696 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 31 31 31 81 0 0 1959887 1258312 58579 27505 1780991 1857060 80125 56139 3879582 3199016 0 0 0 0 1156079 1231407 0 0 148560 1526897 1657562 2682976 2888969 1196606 310047 71634563 74701490 48886 88037 71585677 74613453 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 749007 43075 ART COLLECTIONS 916487 0 ART EXHIBITS 197124 27505 EDUCATIONAL PROGRAMS 1862618 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 31 1 0 0 0 0 0 0 0 0 0 0 X 31 31 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 SECRETARY 1.00 X X 0 0 0 JOHN A ANDERSON TRUSTEE 1.00 X 0 0 0 DEAN BALL OD TRUSTEE 1.00 X 0 0 0 JAMES DAVID BRODELL MD TRUSTEE 1.00 X 0 0 0 BISHOP GEORGE V MURRY 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 NICHOLAS J ZENNARIO TRUSTEE 1.00 X 0 0 0 TAZIM N JAFFER TRUSTEE 1.00 X 0 0 0 JOSEPH P RUDINEC 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 DOUGLAS LUMSDEN JR 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 PRESIDENT 1.00 X X 0 0 0 THOMAS J CAVALIER VICE 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 TRUSTEE 1.00 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 180000 0 0 180000 0 0 1 0 1 0 0 38875 281640 937797 26569 1258312 INSTRUCTIONAL/EXHIBIT FEES 900099 27505 27505 27505 830827 830827 124100 109200 14900 14900 14900 17957178 16930945 1026233 1026233 1026233 56823 43759 13064 13064 55180 29776 25404 25404 MISCELLANEOUS REVENUE 900099 2771 2771 2771 3199016 70580 0 1870124 180000 90000 72000 18000 775578 387790 310230 77558 47962 23966 19197 4799 159956 79994 63969 15993 67911 33955 27165 6791 95707 28713 66994 157797 157797 10100 10100 39072 5861 29304 3907 37832 35940 1892 449488 385316 42660 21512 9156 9156 489830 435950 53880 94044 84640 9404 EXHIBITS EXPENSE 121259 121259 FREIGHT AND SHIPPING 51329 51329 PRINTING EXPENSE 37868 35975 1893 EDUCATION EXPENSE 26468 25145 1323 37612 27629 9983 2888969 1862618 877791 148560 297092 350749 836495 751771 75593 215140 187629 182040 17485 15385 14357 14850 16514953 9087660 7661225 7427293 42371058 45382833 20173629 20361429 71634563 74701490 34085 72847 14801 15190 48886 88037 X 63367281 65919717 3601036 4076376 4617360 4617360 71585677 74613453 71634563 74701490 310047 2717729 0 X X 0 1 X 1 0 X 1400938 1147254 1957363 1959887 1258312 7723754 1400938 1147254 1957363 1959887 1258312 7723754 1471379 6252375 783272 990468 1291544 751998 845727 4663009 91892 67591 95142 57850 13064 325539 12712302 341148 0.49180 0.48660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 27,018. 2013 AMOUNT: $ 1,600. 2014 AMOUNT: $ 13,356. 2015 AMOUNT: $ 3,253. SPECIAL EVENTS - 2012 AMOUNT: $ 31,424. 2013 AMOUNT: $ 25,510. 2014 AMOUNT: $ 36,337. 2015 AMOUNT: $ 18,894. 2016 AMOUNT: $ 13,064. SALE OF INVENTORY - 2012 AMOUNT: $ 33,450. 2013 AMOUNT: $ 40,481. 2014 AMOUNT: $ 45,449. 2015 AMOUNT: $ 35,703. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21500 20361429 X X X X 0 36299428 3104275 321961 39081742 37485832 -1022235 164169 36299428 36884304 783436 181908 37485832 32414040 4920648 450384 36884304 28928923 1000000 2987433 502316 32414040 0.82790 0.11810 0.05400 0 0 55000 55000 14215283 7351969 6863314 293746 136647 157099 1950924 1599044 351880 7427293 ART COLLECTION 20361429 20361429 6099480 2717729 109200 73535 2900464 3199016 0 3199016 3071704 109200 73535 182735 2888969 0 2888969 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 73,535. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES 73,535. AMERICAN HOLIDAY 56823 56823 29931 56823 56823 29931 29931 26892 X 0 0 0 0 0 0 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 180000 0 0 0 0 0 0 0 0 0 180000 0 0 0 PART I, LINE 3 COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. X 131 21500 APPRAISED VALUE X 1 5069 FMV 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.