HEARD MUSEUM: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HEARD MUSEUM (EIN 86-0107517)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-06-11
- IRS object ID
- 201831629349300448
- Schema version
- 2016v3.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-11T13:39:27-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860107517 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARD MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 6022510221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROCHE | PersonNm |
| Person Title | DIRECTOR AND CEO | PersonTitleTxt |
| Phone | 6022510221 | PhoneNum |
| Signature | 2018-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-24 | IPDt |
| IP Tm | 15:28:23 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A0B823E0B111AE34A63484E62AC5C8D00CAD79EF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 93789DDB8E8B0D9D13A35AEEB38B58FD83F5E7E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ROCHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,358,806 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE WORLD'S PREEMINENT MUSEUM FOR THE PRESENTATION, INTERPRETATION AND ADVANCEMENT OF AMERICAN INDIAN ART, EMPHASIZING ITS INTERSECTION WITH BROADER ARTISTIC AND CULTURAL THEMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 127 | TotalEmployeeCnt |
| Total Volunteers | 480 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,117,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,484,468 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,013,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,355,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $200,564 | PYInvestmentIncomeAmt |
| CY Investment Income | $282,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,222,998 | PYOtherRevenueAmt |
| CY Other Revenue | $1,496,985 | CYOtherRevenueAmt |
| PY Total Revenue | $7,554,555 | PYTotalRevenueAmt |
| CY Total Revenue | $14,619,565 | 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 | $3,926,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,910,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $38,838 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,235 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $911,163 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,572,804 | PYOtherExpensesAmt |
| CY Other Expenses | $5,276,399 | CYOtherExpensesAmt |
| PY Total Expenses | $8,537,880 | PYTotalExpensesAmt |
| CY Total Expenses | $9,188,994 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$983,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,430,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,921,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,968,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,783,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,925,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,138,381 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,043,123 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE HEARD MUSEUM IS TO BE THE WORLD'S PREEMINENT MUSEUM FOR THE PRESENTATION, INTERPRETATION AND ADVANCEMENT OF AMERICAN INDIAN ART, EMPHASIZING ITS INTERSECTION WITH BROADER ARTISTIC AND CULTURAL THEMES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,524,441 | ExpenseAmt |
| Revenue | $4,884,027 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $6,524,441 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 168 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 127 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN KLUNG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022528840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUSAN H NAVRAN | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK SCHIAVONI | ||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOETTE B SCHMIDT | ||||||||
| SECRETARY (LEFT 1/17) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA K HIBBELER | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KAREN ABRAHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY ASTORGA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE K BEN-HORIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK B BONSALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY BOYCE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG COHEN MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W DAVID CONNELL | ||||||||
| INTERM SEC (3/22/17 - 9/30/17) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A COWIE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH MURFEE DECONCINI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE DICKEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY DWORKIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ENDORF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GRAHAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE L HULBURD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R HUNTWORK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN R LEWIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIGOLD LINTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LOMAX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MELAMED | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MEYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT MONTGOMERY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT H O'CONNOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LELAND W PETERSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WICK PILCHER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RIDENOUR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTY VEZOLLES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WILSHIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ROCHE | ||||||||
| CEO | 40.00 | Yes (X) | $239,868 | $0 | $6,029 | |||
| JOEY STILLMAN | ||||||||
| DIRECTOR OF FINANCE (LEFT 1/17) | 40.00 | Yes (X) | $109,366 | $0 | $5,886 | |||
| ROBIN KLUNG | ||||||||
| CFO (EFFICTIVE 1/17) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BULLA | ||||||||
| COO | 40.00 | $181,475 | $0 | $6,029 | Yes (X) | |||
| ANN MARSHALL | ||||||||
| DIRECTOR OF CURATION & EDU | 40.00 | $103,640 | $0 | $5,698 | Yes (X) | |||
| WILLIAM BRUCE MCGEE | ||||||||
| DIRECTOR OF RETAIL SALES | 40.00 | $100,841 | $0 | $6,398 | Yes (X) | |||
| NATALIE VANDEVENTER | ||||||||
| DIR INST ADVANCEMENT (LEFT 5/17) | 40.00 | $113,066 | $0 | $15,371 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $848,256 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,411 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAND CONSTRUCTION COMPANY INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N MCCLINTOCK | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION SERVICES | ServicesDesc |
| Compensation | $732,036 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $766,654 | MembershipDuesAmt |
| Fundraising | $442,653 | FundraisingAmt |
| Related Organizations | $102,178 | RelatedOrganizationsAmt |
| Government Grants | $105,046 | GovernmentGrantsAmt |
| All Other Contributions | $8,067,937 | AllOtherContributionsAmt |
| Noncash Contributions | $434,705 | NoncashContributionsAmt |
| Total Contributions | $9,484,468 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 611710 | $2,368,801 | $2,368,801 |
| PRIVATE USE FEES | 721000 | $505,660 | $505,660 |
| FAIR INCOME | 900099 | $478,171 | $478,171 |
| EDUCATIONAL REVENUE | 611710 | $3,279 | $3,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,355,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,161 | TotalRevenueColumnAmt |
| Exclusion | $202,161 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,416 | TotalRevenueColumnAmt |
| Exclusion | $4,416 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,830,167 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,750,127 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,040 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,040 | TotalRevenueColumnAmt |
| Exclusion | $80,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,987 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $442,653 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $151,724 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,737 | TotalRevenueColumnAmt |
| Exclusion | -$67,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,365,506 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,837,390 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,528,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,528,116 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,190 | TotalRevenueColumnAmt |
| Exclusion | $32,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,619,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,884,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $251,070 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,949 | TotalAmt |
| Program Services | $334,636 | ProgramServicesAmt |
| Management And General | $181,483 | ManagementAndGeneralAmt |
| Fundraising | $91,830 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,821,167 | TotalAmt |
| Program Services | $2,134,013 | ProgramServicesAmt |
| Management And General | $385,023 | ManagementAndGeneralAmt |
| Fundraising | $302,131 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,707 | TotalAmt |
| Program Services | $193,673 | ProgramServicesAmt |
| Management And General | $25,016 | ManagementAndGeneralAmt |
| Fundraising | $21,018 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,537 | TotalAmt |
| Program Services | $157,778 | ProgramServicesAmt |
| Management And General | $62,528 | ManagementAndGeneralAmt |
| Fundraising | $21,231 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,293 | TotalAmt |
| Management And General | $30,293 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,538 | TotalAmt |
| Management And General | $44,538 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235 | TotalAmt |
| Fundraising | $2,235 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,905 | TotalAmt |
| Management And General | $46,905 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,195 | TotalAmt |
| Program Services | $185,796 | ProgramServicesAmt |
| Management And General | $128,860 | ManagementAndGeneralAmt |
| Fundraising | $23,539 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,652 | TotalAmt |
| Program Services | $66,145 | ProgramServicesAmt |
| Management And General | $230,507 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,007 | TotalAmt |
| Program Services | $368,478 | ProgramServicesAmt |
| Management And General | $56,569 | ManagementAndGeneralAmt |
| Fundraising | $30,960 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,350 | TotalAmt |
| Program Services | $62,315 | ProgramServicesAmt |
| Management And General | $65,856 | ManagementAndGeneralAmt |
| Fundraising | $31,179 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,736 | TotalAmt |
| Program Services | $389,572 | ProgramServicesAmt |
| Management And General | $76,582 | ManagementAndGeneralAmt |
| Fundraising | $76,582 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,369 | TotalAmt |
| Program Services | $8,644 | ProgramServicesAmt |
| Management And General | $9,714 | ManagementAndGeneralAmt |
| Fundraising | $2,011 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,863 | TotalAmt |
| Program Services | $31,369 | ProgramServicesAmt |
| Management And General | $40,494 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,822 | TotalAmt |
| Program Services | $47,822 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,321 | TotalAmt |
| Program Services | $1,209,125 | ProgramServicesAmt |
| Management And General | $259,098 | ManagementAndGeneralAmt |
| Fundraising | $259,098 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,062 | TotalAmt |
| Management And General | $106,062 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBITS | $923,232 | $923,232 | ||
| OTHER | $307,895 | $301,179 | $3,862 | $2,854 |
| MEMBER SUPPORT | $149,741 | $110,664 | $39,077 | |
| FUNDRAISING | $7,418 | $7,418 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,188,994 | TotalAmt |
| Program Services | $6,524,441 | ProgramServicesAmt |
| Management And General | $1,753,390 | ManagementAndGeneralAmt |
| Fundraising | $911,163 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,228 | BOYAmt |
| EOY | $461,830 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,333 | BOYAmt |
| EOY | $1,455,283 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,602 | BOYAmt |
| EOY | $271,915 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,167 | BOYAmt |
| EOY | $15,075 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,461 | BOYAmt |
| EOY | $1,252,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,663 | BOYAmt |
| EOY | $135,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,586,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,414,727 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,471,182 | BOYAmt |
| EOY | $17,171,766 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,509,350 | BOYAmt |
| EOY | $8,111,338 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,973 | BOYAmt |
| EOY | $89,601 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,728 | BOYAmt |
| EOY | $3,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,921,687 | BOYAmt |
| EOY | $28,968,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,239 | BOYAmt |
| EOY | $527,609 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,043 | BOYAmt |
| EOY | $504,112 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,709 | BOYAmt |
| EOY | $800,536 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,674 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,641 | BOYAmt |
| EOY | $93,133 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,783,306 | BOYAmt |
| EOY | $1,925,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,014,940 | BOYAmt |
| EOY | $20,729,960 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,560,400 | BOYAmt |
| EOY | $1,590,123 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,041 | BOYAmt |
| EOY | $4,723,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,138,381 | BOYAmt |
| EOY | $27,043,123 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,921,687 | BOYAmt |
| EOY | $28,968,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,430,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $479,394 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,223 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $3,142,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,221,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,290,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,117,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,484,468 | CurrentTaxYearAmt |
| Total | $24,256,611 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,142,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,221,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,290,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,117,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,484,468 | CurrentTaxYearAmt |
| Total | $24,256,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,187,472 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,069,139 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,577 | CurrentTaxYearAmt |
| Total | $783,741 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $303,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,190 | CurrentTaxYearAmt |
| Total | $778,080 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,818,432 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,384,628 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS GROSS FUNDRAISING REVENUE | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,525,931 | BeginningYearBalanceAmt |
| Contributions | $4,260,566 | ContributionsAmt |
| Investment Earnings Or Losses | $617,589 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $383,288 | OtherExpendituresAmt |
| End Year Balance | $10,020,798 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,200,409 | BeginningYearBalanceAmt |
| Contributions | $321,321 | ContributionsAmt |
| Investment Earnings Or Losses | $440,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $436,743 | OtherExpendituresAmt |
| End Year Balance | $5,525,931 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,056,041 | BeginningYearBalanceAmt |
| Contributions | $20,003 | ContributionsAmt |
| Investment Earnings Or Losses | -$279,803 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,796,241 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,943,781 | BeginningYearBalanceAmt |
| Contributions | $40,005 | ContributionsAmt |
| Investment Earnings Or Losses | $72,255 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,056,041 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,555,550 | BeginningYearBalanceAmt |
| Contributions | $46,570 | ContributionsAmt |
| Investment Earnings Or Losses | $341,661 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,943,781 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21870 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,512,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,870,592 | DepreciationAmt |
| Book Value | $10,641,786 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,746,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,293,518 | DepreciationAmt |
| Book Value | $4,453,454 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,694,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,042,175 | DepreciationAmt |
| Book Value | $652,134 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,632,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,208,442 | DepreciationAmt |
| Book Value | $1,424,392 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,171,766 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITY PAYABLE | $22,678 |
| DEPOSITS | $70,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $93,133 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,094,089 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $479,394 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $160,658 | OtherRevenueAmt |
| Revenue Not Reported | $640,052 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,454,037 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,905 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,881,377 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,834,472 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,619,565 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,023,466 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,881,377 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,881,377 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,142,089 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,905 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,905 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,188,994 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE COLLECTIONS OF THE MUSEUM INCLUDE SEVERAL CATEGORIES OF AMERICAN INDIAN ART, PRIMARILY KACHINA DOLLS, BASKETS, JEWELRY, TEXTILES, CERAMICS, AND FINE ART, AS WELL AS COLLECTIONS FROM OTHER INDIGENOUS PEOPLES OF LATIN AMERICA, AFRICA AND OCEANIA, AND ARE EXPENSED IN THE PERIOD PURCHASED. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ART OBJECTS CONTRIBUTED TO THE MUSEUM ARE NOT INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. FURTHERMORE, IN CONFORMITY WITH INDUSTRY PRACTICE, THE MUSEUM HAS NOT RECORDED THE VALUE OF ITS COLLECTIONS ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE FAIR VALUE OF CERTAIN COLLECTIONS IS DETERMINED BASED ON THIRD-PARTY EVIDENCE OF COMPARABLE ART SOLD THROUGH AUCTION HOUSES. THE FAIR VALUE OF COLLECTIONS CONTRIBUTED TO THE MUSEUM DURING THE YEARS ENDED SEPTEMBER 30, 2017 AND 2016 WERE $446,780 AND $1,221,022, RESPECTIVELY. |
| PART III, LINE 4: | THE CORPORATION MAINTAINS A MUSEUM IN THE CITY OF PHOENIX DEDICATED TO THE ADVANCEMENT OF AMERICAN INDIAN ART. THE HEARD MUSEUM ART COLLECTION CONCENTRATES ON THE MATERIAL CULTURE OF NATIVE PEOPLES AND CONSISTS OF MORE THAN 40,000 OBJECTS. THE TWO FOCAL AREAS OF THE COLLECTION ARE COMPREHENSIVE CULTURAL COLLECTIONS FROM THE GREATER SOUTHWEST AND CONTEMPORARY NATIVE FINE ART FROM NORTH AMERICA. KEY COLLECTIONS INCLUDE HOPI KATSINA DOLLS; NAVAJO AND ZUNI JEWELRY, NAVAJO TEXTILES, SOUTHWESTERN CERAMICS FROM PREHISTORY TO THE PRESENT, AND BASKETS FROM THE SOUTHWEST, CALIFORNIA, THE GREAT BASIN AND THE NORTHWEST. THE APPROXIMATELY 4,000 FINE ART WORKS IN THE HEARD MUSEUM COLLECTION DOCUMENT THE AMERICAN INDIAN FINE ART MOVEMENT FROM THE 20TH CENTURY TO THE PRESENT, AND INCLUDE WORK BY SOME OF THE FINEST HISTORIC AND CONTEMPORARY AMERICAN INDIAN ARTISTS. |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FOR THE FUTURE FINANCIAL STRENGTH OF THE ORGANIZATION. PART V, LINE 1, COLUMN (B): THE PRIOR YEAR BEGINNING BALANCE IN THE ENDOWMENT FUNDS HAS BEEN INCREASED TO INCLUDE THE ASSETS HELD AS AN ENDOWMENT BY THE HEARD FAMILY ENDOWMENT TRUST (SEE SCHEDULE R) THAT IS AN IRREVOCABLE TRUST CREATED BY THE HEARD FAMILY FOR THE BENEFIT OF THE HEARD MUSEUM. SINCE THESE ASSETS ARE CURRENTLY HELD AS AN ENDOWMENT BY THE TRUST FOR THE BENEFIT OF THE MUSEUM, THEY ARE NOW INCLUDED ON THIS SCHEDULE. IN ADDITION, THERE WAS A RESTATEMENT OF THE ENDOWMENT BALANCE DUE TO THE CORRECTION OF AN ERROR AS EXPLAINED BELOW: DURING FISCAL YEAR 2016 MANAGEMENT OF THE MUSEUM DETERMINED THAT THE BALANCE OF THE ENDOWMENT AS OF OCTOBER 1, 2015 WAS INCORRECT. MANAGEMENT DETERMINED THAT A PORTION OF A CHARITABLE GIFT ANNUITY HAD BEEN INCLUDED IN THE ENDOWMENT AT THE INCORRECT AMOUNT. THIS RESULTED IN A CORRECTION TO THE ENDOWMENT BY REMOVING $415,657. ADDITIONALLY, MANAGEMENT OF THE MUSUEM DETERMINED THAT THE CAPITAL APPRECIATION OF A PERPETUAL TRUST DATING BACK TO 1932 WAS IMPROPERLY REFLECTED AS UNRESTRICTED NET ASSETS AND SHOULD HAVE BEEN PERMANENTLY RESTRICTED NET ASSETS. THIS RESULTED IN A CORRECTION OF AN ERROR BY DECREASING UNRESTRICTED NET ASSETS AND INCREASING PERMANETLY RESTRICTED NET ASSETS BY $2,567,288. THIS ERROR DID NOT HAVE AN IMPACT ON THE TOTAL ENDOWMENT BALANCE. HOWEVER, THE ERROR CAUSED A DEFICIT IN THE UNRESTRICTED PORTION OF THE ENDOWMENT BALANCE THAT WAS SUBSIDIZED BY A TRANSFER IN TOTALING $744,825 TO MAKE THE ENDOWMENT BALANCE WHOLE. THE REVISED ENDOWMENT BALANCE AS OF OCTOBER 1, 2015 WAS $5,200,409. ACCORDINGLY, SCHEDULE D, PART V, LINE 1A (B) DOES NOT AGREE TO THE LINE 1G (C) AS FOLLOWS: LINE 1G(C) $4,796,241 LESS CHARTIABLE GIFT ANNUITY CORRECTION ($415,657) PLUS DEFICIT CORRECTION $744,825 PLUS PERPETUAL TRUST ADJUSTMENT $75,000 ----------- LINE 1A(B) $5,200,409 |
| PART X, LINE 2: | THE HEARD MUSEUM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE TRUST QUALIFIES AS A CHARITABLE TRUST UNDER SECTION 4947(A)(I) OF THE IRC AND ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE HEARD MUSEUM QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT DEEMED TO BE A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE MUSEUM EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. MANAGEMENT BELIEVES THAT THE HEARD MUSEUM AND THE TRUST HAVE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2017 AND 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN GIFT ANNUITIES -5,223. ELIMINATE SEPARATE TRUST ACTIVITIES INCLUDED IN REVENUES 165,881. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -2,837,390. FUNDRAISING COST MOVED FROM EXPENSES -43,987. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,837,390. FUNDRAISING COST MOVED TO REVENUE 43,987. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOONDANCE | Event1Nm |
| Gross Receipts Event1 | $464,794 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $424,794 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $54,019 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $40,412 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,307 | OtherDirectExpensesEvent1Amt |
| Event2 | EXHIBIT OPENING-FRIDA & DIEGO | Event2Nm |
| Gross Receipts Event2 | $37,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,559 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,191 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $15,000 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,416 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,774 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,096 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,300 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $21,796 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $16,902 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,448 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,446 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $526,640 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $442,653 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,987 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $85,921 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $46,276 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,527 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $151,724 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$67,737 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ROCHE | ||||||||||||||
| CEO | $239,868 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,029 | $0 | $245,897 | $0 | $0 | $0 |
| JOHN BULLA | ||||||||||||||
| COO | $168,975 | $0 | $12,500 | $0 | $0 | $0 | $0 | $0 | $6,029 | $0 | $187,504 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II, LINE 2II: | FormAndLineReferenceDesc |
| Explanation | THE COO RECEIVED A BONUS DURING THE YEAR TO PROVIDE INTERIM CEO SERVICES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARK SCHIAVONI | |||
| TRUSTEE - HE ALSO SERVES AS THE EXEC VP AND COO OF APS | $370,827 | MARK SCHIAVONI IS A TRUSTEE OF THE MUSEUM. HE ALSO SERVES AS THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER OF ARIZONA PUBLIC SERVICE (APS). APS SUPPLIES THE MUSEUM WITH ALL OF ITS ELECTRIC POWER AT RATES ESTABLISHED BY STATE REGULATORS. | 0 |
| KAREN ABRAHAM | |||
| TRUSTEE - SHE ALSO SERVES AS EXECUTIVE VP AND CFO OF BCBS INSURANCE | $265,723 | ALSO SERVES AS EXECUTIVE VP AND CFO AT BCBS. BCBS IS THE MUSEUM'S HEALTH INSURANCE PROVIDER AND HAS BEEN FOR OVER A DECADE. ANNUALLY THE INSURANCE COVERAGE IS COMPETITIVELY BID BY THE MUSEUM'S HEALTH INSURANCE BROKER, FRINGE BENEFIT GROUP. IN THE PAST BCBS HAS BEEN SELECTED AS A RESULT OF HAVING A COMPETITIVE BID PLUS A VERY BROAD NETWORK OF CARE PROVIDERS IN PHOENIX. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE EXPLANATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 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 | $243,548 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,153 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CATERING | 7 | $70,000 | FMV |
| Yes (X) | FUNDRAISER DONATIONS | 8 | $30,004 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN B INCLUDES NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | A BROKER IS USED FOR LIQUIDATION OF SECURITIES |
| PART I, LINE 33: | DURING THE YEAR, THE ORGANIZATION RECEIVED $446,780 OF WORKS OF ART, BOOKS, AND PUBLICATIONS DONATED TO ITS COLLECTION DURING THE YEAR ENDED SEPTEMBER 30, 2017. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, OBJECTS CONTRIBUTED TO THE ORGANIZATION ARE NOT INCLUDED AS REVENUE OR EXPENSE ON FORM 990, PARTS VIII OR IV. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | SINCE ITS FOUNDING IN 1929, THE HEARD MUSEUM HAS GROWN IN SIZE AND STATURE TO BECOME RECOGNIZED INTERNATIONALLY FOR THE QUALITY OF ITS COLLECTIONS, WORLD-CLASS EXHIBITIONS, EDUCATIONAL PROGRAMMING AND ITS UNMATCHED FESTIVALS. DEDICATED TO THE ADVANCEMENT OF AMERICAN INDIAN ART, THE HEARD SUCCESSFULLY PRESENTS THE STORIES OF AMERICAN INDIAN PEOPLE FROM A FIRST-PERSON PERSPECTIVE, AS WELL AS EXHIBITIONS THAT SHOWCASE THE BEAUTY AND VITALITY OF TRADITIONAL AND CONTEMPORARY ART. THE HEARD MUSEUM SETS THE STANDARD FOR COLLABORATING WITH AMERICAN INDIAN ARTISTS AND TRIBAL COMMUNITIES TO PROVIDE VISITORS WITH A DISTINCTIVE PERSPECTIVE ABOUT THE ART OF NATIVE PEOPLE, ESPECIALLY THOSE FROM THE SOUTHWEST. THE HEARD ACCOMPLISHES ITS MISSION BY: ORGANIZING EXHIBITS THAT SHOWCASE BOTH ITS COLLECTION OF MORE THAN 40,000 FINE ARTWORKS AND CULTURAL ARTIFACTS IN ITS PERMANENT COLLECTION AND ARTWORKS FROM OTHERS; HOLDING SPECIAL EVENTS THAT HIGHLIGHT ONE OR MORE ASPECTS OF NATIVE ART, CULTURES, AND/OR HISTORY; HOSTING APPROXIMATELY 9,000 SCHOOL CHILDREN TOURING THE MUSEUM EACH YEAR; SUPPORTING THE CAREERS OF AMERICAN INDIAN ARTISTS IN THE HEARD MUSEUM SHOPS AND BOOKS & MORE, A BOUTIQUE BOOKSTORE AND GIFT SHOP; OFFERING INDIGENOUS INGREDIENTS WITHIN THE MENU OF THE MUSEUM'S CAFE AND COFFEE CANTINA; AND OFFERING PROGRAMMING SUCH AS LECTURES, BOOK SIGNINGS AND PRESENTATIONS BY EXPERTS IN ART, HISTORY, AND CULTURES. APPROXIMATELY 225,000 PEOPLE VISITED THE MUSEUM DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE BOARD OFFICERS, THE IMMEDIATE PAST BOARD CHAIR, IF STILL A TRUSTEE, AND THE COMMITTEE CHAIR OF EACH STANDING COMMITTEE OTHER THAN THE AUDIT COMMITTEE. WHENEVER, IN THE JUDGMENT OF THE BOARD CHAIR, BOARD ACTION IS NECESSARY OR APPROPRIATE AND IT IS NOT PRACTICAL TO CALL A SPECIAL MEETING OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE AUTHORITY TO: (I) APPOINT OR REMOVE THE DIRECTOR; (II) ELECT OR REMOVE TRUSTEES; (III) AMEND THE BYLAWS; (IV) SELL, LEASE OR OTHERWISE DISPOSE OF REAL OR PERSONAL PROPERTY WITH A VALUE IN EXCESS OF $1,000,000; OR (V) INCUR ANY DEBT OR OTHER OBLIGATION OR LIABILITY IN EXCESS OF $500,000. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE HEARD MUSEUM SHALL BE OPEN TO ALL PERSONS UPON PAYMENT OF SUCH DUES AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME ESTABLISH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS A SUPPORT ORGANIZATION WITHIN THE HEARD MUSEUM, THE HEARD MUSEUM GUILD, THAT ELECTS ITS OFFICERS. THE PRESIDENT OF THE GUILD IS DESIGNATED AS A TRUSTEE OF THE MUSEUM PER THE GOVERNING DOCUMENTS. THIS IS THE ONLY MEMBER OF THE MUSEUM BOARD THAT IS NOT ELECTED BY THE TRUSTEES OF THE MUSEUM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO, COO, AND PRESIDENT/CEO, WITH A FINAL REVIEW BY THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN ANY CASE WHERE THE HEARD ENTERS INTO A TRANSACTION IN WHICH A TRUSTEE IS AN INTERESTED PARTY, THE TRUSTEE SHALL NOT PARTICIPATE IN ANY DECISIONS CONCERNING THE SOURCE OF THE CONFLICT. THIS PROVISION SHALL ALSO APPLY IN ANY CASE WHERE A FAMILY MEMBER OF A TRUSTEE IS EMPLOYED BY OR IS A CONTRACTOR TO THE MUSEUM AND SHALL INCLUDE ANY DISCUSSIONS OR DECISIONS RELATED TO EMPLOYMENT OR OTHER ASSOCIATION, PERFORMANCE EVALUATION OR COMPENSATION OF A FAMILY MEMBER. EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY,(B) HAS READ AND UNDERSTANDS THE POLICY,(C) HAS AGREED TO COMPLY WITH THE POLICY, AND(D) UNDERSTANDS THAT THE HEARD IS A TAX-EXEMPT ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SEARCH AND EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES REVIEW THE SALARY OF THE DIRECTOR/CEO PRIOR TO EMPLOYMENT INITIATIONS. EXECUTIVE COMPENSATION IS REVIEWED AGAINST THE MOST RECENT AMERICAN ALLIANCE OF MUSEUMS NATIONAL MUSEUM SALARY SURVEY REPORT AND AGAINST COMPENSATION OF OTHER NON-PROFIT ORGANIZATIONS. THE COMMITTEES REVIEWED THE DIRECTOR'S SALARY IN 2015 PRIOR TO THE HIRING OF THE NEW DIRECTOR/CEO WHO STARTED JANUARY 2016. AFTER DISCUSSION WITH THE DIRECTOR/CEO, IT WAS DECIDED THAT THE SALARY OF THE DIRECTOR/CEO WOULD REMAIN UNCHANGED THROUGH SEPTEMBER 2018 AND THAT A REVIEW WOULD BE PERFORMED BEFORE THE START OF THE FISCAL YEAR ENDING SEPTEMBER 2019. THE DIRECTOR/CEO REVIEWS SALARY OF KEY EMPLOYEES ANNUALLY INCLUDING A COMPARISON OF THE COMPENSATION OF OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS. THE PROCESS WAS LAST REVIEWED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT ANNUITY -5,223. |
| FORM 990, PART XII, PG 12, LINE 2C: | THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD FAMILY ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JP MORGAN CHASE 270 PARK | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946095432 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of Total Income | $125,546 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,883,644 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD FAMILY ENDOWMENT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $102,178 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |
Comments