2018-04-10T16:57:09-05:00 2017-09-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2016-10-01 860111675 ARIZONA-SONORA DESERT MUSEUM ARIZ 5208831380 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 CRAIG S IVANYI EXECUTIVE DIRECTOR 5208831380 2018-03-30 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 208.87.239.202 2018-03-30 07:45:08 US P E86407310A0BBAC557B5AF15CC20843F766BB23E D16AF27D36AFE95BBE0EF549ACD08EB733BEA1AE 2016 2021-01-29 14:40:06Z CRAIG S IVANYI 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 14285295 0 X WWW.DESERTMUSEUM.ORG X 1952 AZ SONORAN DESERT EDUCATION THROUGH ZOOLOGICAL, BOTANICAL, GEOLOGICAL, AND CULTURAL PRESENTATIONS. 24 24 156 747 0 0 4398817 4870835 5097986 5762974 206385 1021638 500486 721581 10203674 12377028 0 0 0 0 5851891 6035319 0 170043 699646 4094927 4069053 9946818 10274415 256856 2102613 24744123 27025049 1076829 1583965 23667294 25441084 X THE MISSION OF THE ARIZONA-SONORA DESERT MUSEUM IS TO INSPIRE PEOPLE TO LIVE IN HARMONY WITH THE NATURAL WORLD BY FOSTERING LOVE, APPRECIATION, AND UNDERSTANDING OF THE SONORAN DESERT. 0 0 6440119 5303987 THE ARIZONA-SONORA DESERT MUSEUM IS A WORLD-RENOWNED ZOO, NATURAL HISTORY MUSEUM AND BOTANICAL GARDEN. EXHIBITS REALISTICALLY RE-CREATE THE NATURAL LANDSCAPE OF THE SONORAN DESERT REGION. WITHIN THE MUSEUM GROUNDS, VISITORS WILL SEE OVER 230 SPECIES OF ANIMALS AND 1,200 KINDS OF PLANTS. THERE ARE ALMOST 2 MILES OF PATHS TRAVERSING 21 ACRES OF BEAUTIFUL DESERT. THE MUSEUM IS OPEN FOR PUBLIC VISITATION EVERY DAY OF THE YEAR. SINCE ITS OPENING IN 1952, APPROXIMATELY 22,466,000 PEOPLE FROM AROUND THE WORLD HAVE VISITED THE MUSEUM. OVER 21,000 INDIVIDUALS AND FAMILIES CURRENTLY HOLD MEMBERSHIPS IN THE MUSEUM. IN FISCAL YEAR 2017, ATTENDANCE AT THE MUSEUM WAS 366,746 VISITORS. 1135709 326312 CONSERVATION EDUCATION AND SCIENCE DEPARTMENT: CONSERVATION EDUCATION AND SCIENCE STAFF WORK SIDE-BY-SIDE TO DEVELOP AND DELIVER PROGRAMS THAT ARE NOT ONLY SCIENTIFICALLY SOUND, BUT ARE ALSO TRANSLATED INTO PUBLIC EDUCATION AND RESULT IN MEANINGFUL CONSERVATION EFFORTS. USING THIS MODEL, SCIENTISTS AND EDUCATORS COLLABORATE IN WAYS THAT ARE MORE COST-EFFECTIVE, MUTUALLY BENEFICIAL FOR THE PROJECT AND THE MUSEUM, AND ATTRACTIVE TO BOTH FUNDERS AND COMMUNITY PARTNERS. ALL OF THE DEPARTMENT'S PROGRAMS PARTNER BROADLY ACROSS THE LANDSCAPE OF THE U.S. AND MEXICAN SCIENCE, EDUCATION, AND CONSERVATION COMMUNITY. MAJOR PROGRAM AREAS IN THE CONSERVATION EDUCATION AND SCIENCE DEPARTMENTI. DOCENT PROGRAM: DOCENTS CONTRIBUTED 60,000 HOURS TO THE MUSEUM IN 2017DOCENTS ARE PART OF A MUSEUM-WIDE VOLUNTEER PROGRAM, BUT DOCENTS DIFFER FROM OTHER VOLUNTEERS IN THE INTERPRETIVE NATURE OF THEIR WORK AND IN THE EXTENSIVE TRAINING SUCH WORK REQUIRES. ASDM DOCENTS ARE TRAINED VOLUNTEERS WHO INTERPRET THE NATURAL HISTORY OF THE SONORAN DESERT REGION TO MUSEUM VISITORS AND TO GROUPS WITHIN THE COMMUNITY. IN DOING SO, THEY HELP THE MUSEUM FULFILL ITS CONSERVATION EDUCATION MISSION. DOCENTS ARE ADULTS OF ALL AGES, WALKS OF LIFE, AND EDUCATIONAL BACKGROUNDS. THERE ARE CURRENTLY 210 DOCENTS VOLUNTEERING ONE DAY PER WEEK (OR MORE). A DOCENT'S PRIMARY RESPONSIBILITY IS INTERPRETATION OF THE MUSEUM GROUNDS. SUCH INTERPRETATION CONSISTS OF CONDUCTING TOURS FOR GENERAL VISITORS AND PERFORMING INTERPRETIVE PROGRAMS OR SPECIAL ACTIVITIES SUCH AS THEME TALKS, LIVE ANIMAL INTERPRETATIONS, OR BEING STATIONED AT AN EXHIBIT. THE MUSEUM REQUIRES A MINIMUM TWO-YEAR COMMITMENT TO THE DOCENT PROGRAM. TO MAINTAIN ACTIVE STATUS, DOCENTS ARE REQUIRED TO DONATE A MINIMUM OF 144 HOURS OF INTERPRETATION PER YEAR ON THE MUSEUM GROUNDS.AN EXTENSIVE 15-WEEK DOCENT TRAINING IS REQUIRED AND AFTER SUCCESSFUL COMPLETION, TRAINEES ARE WELCOMED INTO THE DOCENT CORPS. TRAINEES MEET AT THE MUSEUM FOR A THREE-HOUR CLASS, TWO WEEKDAY MORNINGS EACH WEEK FOR FIFTEEN WEEKS (SOME CLASSES ARE ALL DAY SESSIONS). THE FIRST WEEK CONSISTS OF 4 MORNING ORIENTATION SESSIONS. THE CLASSES ARE TAUGHT BY MUSEUM CURATORIAL STAFF AND EDUCATORS. THE CURRICULUM IS COORDINATED BY THE ASSOCIATE DIRECTOR OF CONSERVATION EDUCATION & SCIENCE AND FOCUSES ON SUCH AREAS AS CAUSES OF DESERTS, GEOLOGY OF THE SONORAN DESERT, ECOLOGICAL CONCEPTS, THE FLORA AND FAUNA OF THE REGION, INTERPRETIVE METHODS AND MUSEUM PHILOSOPHY. TRAINEES ARE REQUIRED TO SPEND TIME ON THE MUSEUM GROUNDS, OBSERVING DOCENT TOURS AND INTERPRETIVE PRESENTATIONS. THEY MUST RECEIVE PASSING SCORES ON SECTION QUIZZES, A MID-TERM EXAM, AND A FINAL EXAM.DURING LATE SUMMER 2017, 28 DOCENT TRAINEES BEGAN THE COURSE AND IN JANUARY WILL ATTEND A GRADUATION CEREMONY AND RECEIVE DIPLOMAS AS THEY ARE WELCOMED INTO THE MUSEUM FAMILY. II. YOUTH AND COMMUNITY OUTREACH PROGRAM: TOTAL AUDIENCE SERVED IN 2017: 39,612 YOUTH FIELD TRIPSTHE ARIZONA-SONORA DESERT MUSEUM IS A ZOO, BOTANIC GARDEN AND NATURAL HISTORY MUSEUM ALL IN ONE! TEACHERS CAN STRUCTURE THEIR FIELD TRIPS USING A VARIETY OF ACTIVITIES AVAILABLE FOR DOWNLOAD FROM THE MUSEUM'S WEBSITE. IN ADDITION, SUGGESTED CLASSROOM ACTIVITIES TO BE USED PRE- AND POST- TRIP CAN BE DOWNLOADED. THESE HELP TO EXTEND AND DEEPEN THE LEARNING FROM A DESERT MUSEUM VISIT, AND ARE AVAILABLE FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. VISITING GROUPS CAN ALSO CHOOSE FROM 13 DIFFERENT DESERT DISCOVERY CLASSES AND LABS OFFERED IN MUSEUM CLASSROOM FACILITIES.NUMBERS SERVED IN 2017: 29,236DESERT ARKTHE DESERT ARK IS THE MUSEUM'S OUTREACH PROGRAM, BRINGING THE RESOURCES OF THE MUSEUM, INCLUDING EXPERT EDUCATORS AND LIVE ANIMALS, TO ALL PARTS OF SOUTHERN ARIZONA, FROM SCHOOLS TO SENIOR CENTERS, AND FROM AJO TO SAFFORD. THE MUSEUM OFFERS 18 DIFFERENT DESERT ARK PROGRAMS, IN ADDITION TO CUSTOM PROGRAMS AVAILABLE BY REQUEST.NUMBERS SERVED IN 2017: 9483TEACHER WORKSHOPS/CONTINUING EDUCATIONTHE ARIZONA-SONORA DESERT MUSEUM PROVIDES TEACHERS WITH OPPORTUNITIES TO PARTICIPATE IN CLASSROOM AND OUTDOOR WORKSHOPS, INCLUDING A RESOURCE FAIR AT OUR TEACHER APPRECIATION NIGHT. THESE WORKSHOPS PROVIDE THEM WITH TOOLS AND RESOURCES TO HELP THEIR STUDENTS FURTHER THEIR KNOWLEDGE ABOUT SONORAN DESERT NATURAL HISTORY. NUMBERS SERVED IN 2017: 250 SUMMER CAMPSHANDS-ON, MINDS-ON DAY AND OVERNIGHT CAMPS FOR CHILDREN IN GRADES 1-9. DESERT MUSEUM CAMPERS OBSERVE LIVE ANIMALS, CONDUCT SCIENCE EXPERIMENTS, CREATE COOL CRAFTS, SKETCH IN DESERT JOURNALS, HARVEST AND PREPARE DESERT FOODS, CAMP IN THE DESERT AND EXPLORE BEHIND THE SCENES AT THE DESERT MUSEUM. NUMBER SERVED IN 2017: 126JUNIOR DOCENT PROGRAM THE DESERT MUSEUM JUNIOR DOCENT PROGRAM IS DESIGNED FOR TUCSON AREA BOYS AND GIRLS AGES 13 TO 18. JUNIOR DOCENTS RECEIVE TRAINING ON THE PLANTS, ANIMALS AND GEOLOGY OF THE SONORAN DESERT REGION AND HOW TO INTERPRET (TEACH) IT TO OTHERS. DESERT MUSEUM MEMBERSHIP, SPECIAL PRIVILEGES AND RECOGNITION, AND THE OPPORTUNITY TO HELP OUT WITH MUSEUM EVENTS ARE JUST SOME OF THE BENEFITS JUNIOR DOCENTS RECEIVE IN ADDITION TO BEING PART OF A WORLD FAMOUS MUSEUM! DURING THEIR TWO-YEAR TERM AS A JUNIOR DOCENT, TEENS TYPICALLY DEVELOP SELF-CONFIDENCE, PUBLIC SPEAKING ABILITY AND A GREAT DEPTH OF NATURAL HISTORY KNOWLEDGE.NUMBER SERVED IN 2017: 16EARTH AMBASSADORSEARTH AMBASSADORS IS A ONE-YEAR PROGRAM FOR TEENS (AGES 13-17). THE GOAL OF THE EARTH AMBASSADORS PROGRAM IS TO EDUCATE AND INSPIRE YOUTH TO BUILD LEADERSHIP SKILLS AND AN UNDERSTANDING OF SCIENCE AND CONSERVATION THROUGH EXPERIENTIAL LEARNING. EARTH AMBASSADORS IS A PROGRAM INSPIRED BY THE LIFE OF NASA ASTRONAUT LAUREL SALTON CLARK, A PHYSICIAN, DIVER, AVIATOR AND A GREAT LOVER OF NATURE WHO PERISHED IN THE COLUMBIA SPACE SHUTTLE DISASTER. EARTH AMBASSADORS HIKE, BIKE, CAMP AND BACKPACK IN AND AROUND OUR MAGNIFICENT SONORAN DESERT IN ORDER TO DEVELOP AWARENESS AND UNDERSTANDING OF OUR PLANET'S ECOSYSTEMS AND HOW TO BETTER LIVE IN HARMONY WITH NATURE. LEARNING FROM DESERT MUSEUM EXPERTS, EXPERIENCING HANDS-ON ECOLOGICAL RESEARCH AND STUDYING THE UNIQUE PLANTS AND ANIMALS OF THE SONORAN DESERT REGION WILL ALLOW YOUTH TO EXPAND THEIR AWARENESS OF THE INTERDEPENDENCY OF ALL LIVING THINGS, CREATE A SENSE OF WONDER RELATED TO OUR PLANET AND APPRECIATE HOW SCIENCE CAN BE USED TO HELP PEOPLE MAKE MORE SUSTAINABLE CHOICES IN A RAPIDLY CHANGING WORLD. NUMBERS SERVED IN 2017: 8COATI KIDS CLUBTHIS MEMBERSHIP PROGRAM FOR KIDS OFFERS FREE ADMISSION ALL YEAR LONG, EIGHT SPECIAL EVENTS FOR CLUB MEMBERS, A CLUB T-SHIRT AND EXPLORER'S PACK AND A SEMI-ANNUAL NEWSLETTER, JUST FOR KIDS. THE MUSEUM RECENTLY DEDICATED A "FOREVER YOUNG TREEHOUSE" AS THE OFFICIAL CLUBHOUSE OF THE COATI CLUB.NUMBERS SERVED IN 2017: 137 (45 FAMILIES)PUBLIC CLASSES, TRIPS AND TOURS FOR ADULTS AND FAMILIESTHESE PROGRAMS ARE OFFERED TO THE PUBLIC THROUGHOUT THE YEAR TO CREATE A BETTER UNDERSTANDING OF OUR SONORAN DESERT AND TECHNIQUES AND TIPS FOR DESERT LIVING. CLASSES ARE OFFERED IN TOPICS SUCH AS NATURAL HISTORY, TREE PRUNING, WATER HARVESTING, COOKING WITH MESQUITE AND TRIPS TO HOPI AND NAVAJO COUNTRY.NUMBERS SERVED IN 2017: 351 616316 154310 THE ART INSTITUTE:THE ART INSTITUTE AT THE ARIZONA-SONORA DESERT MUSEUM PROMOTES CONSERVATION OF THE SONORAN DESERT REGION THROUGH ART CLASSES, ART EXHIBITS AND STEWARDSHIP OF THE MUSEUM ART COLLECTION FOR AREA RESIDENTS AND VISITORS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD.THE ART INSTITUTE'S OVERARCHING GOAL IS TO PROVIDE A HIGH QUALITY VISUAL ARTS EXPERIENCE FOR ALL AGES. CLASSES ARE TAUGHT BY PROFESSIONALS AND RELATE TO OUR LIVING COLLECTIONS AND THE REGION TO ORGANIZE AND INTERPRET EXISTING ART COLLECTIONS AND TO CREATE GALLERY EXHIBITS THAT ARE RELEVANT AND INSPIRING TO SERVE THE MISSION OF THE DESERT MUSEUM. IN FISCAL YEAR 2017, THE ART INSTITUTE SERVED 1296 STUDENTS, OFFERED 186 DIFFERENT ART AND PHOTOGRAPHY CLASSES, TAUGHT BY 27 INSTRUCTORS. STUDENTS CAME FROM 28 DIFFERENT STATES AND 3 DIFFERENT COUNTRIES. 4 STUDENTS GRADUATED FROM THE CERTIFICATE PROGRAM AND THERE WERE 308 BRAND NEW STUDENTS WHO ENTERED THE PROGRAM. ADDITIONALLY, 13 VISITING MASTER ARTIST WORKSHOPS TOOK PLACE. OUR NATURE ILLUSTRATION CERTIFICATE PROGRAM IS THE ONLY ONE OF ITS KIND IN THE UNITED STATES. THESE CLASSES ARE DESIGNED AROUND AN ART CURRICULUM WITH A FOCUS ON SONORAN DESERT SUBJECT MATTER. STUDENTS ACQUIRE KNOWLEDGE ABOUT THE SUBJECTS OF THEIR WORK SUCH AS RAPTORS, MAMMALS, DESERT BIRDS, REPTILES, AND PLANTS IN ADDITION TO LEARNING HOW TO DRAW, PAINT, PHOTOGRAPH AND WORK IN A VARIETY OF ILLUSTRATION MEDIA. THERE ARE 15 REQUIRED COURSES AND 100 HOURS OF ELECTIVE CLASSES THAT PRECEDE THE PORTFOLIO REVIEW. AFTER COMPLETION OF ALL REQUIREMENTS, STUDENTS RECEIVE A CERTIFICATE OF COMPLETION IN NATURE ART. THE CERTIFICATE PROVIDES INCENTIVE FOR STUDENTS TO PURSUE AND GROW THEIR KNOWLEDGE OF THE SONORAN DESERT REGION. VANISHING CIRCLES IS A PERMANENT COLLECTION OF ORIGINAL PAINTINGS DEPICTING DISAPPEARING WILDLIFE, PLANTS AND HABITATS OF THE SONORAN DESERT, CREATED BY INTERNATIONALLY RENOWNED ARTISTS. IN 2017 THE MUSEUM ADDED 6 PAINTINGS TO THE COLLECTION. VANISHING CIRCLES WILL CONTINUE TO GROW AND TRAVEL, ACTING AS A MULTI-MEDIA INTERPRETIVE TOOL FOR THE SONORAN DESERT REGION AND TO INSPIRE CONSERVATION THROUGH VISUAL ARTS EDUCATION.THE IRONWOOD GALLERY AND BALDWIN EDUCATION GALLERY CONTINUES TO HAVE 8 TO 12 DIFFERENT EXHIBITS THROUGHOUT THE YEAR AND DISPLAYS OVER 400 UNIQUE PIECES OF ART BY OVER 200 DIFFERENT ARTISTS. THESE ART EXHIBITS SERVE THE MISSION OF THE DESERT MUSEUM BY EXTENDING THE MUSEUM EXPERIENCE, INTERPRETING BOTH HABITAT AND WILDLIFE TO OUR VISITORS. THERE ARE 50 VOLUNTEERS WHO GIVE THEIR TIME TO KEEP THE GALLERY OPEN TO THE PUBLIC, 7 DAYS A WEEK. OUR VISITORS ARE GUARANTEED AN ACCESSIBLE, EDUCATIONAL EXPERIENCE THAT PROMOTES APPRECIATION AND UNDERSTANDING OF THE SONORAN DESERT. IN 2017 THE GALLERY HAD OVER 45,684 VISITORS. THE GALLERY EXHIBITS EXPANDED TO THE BALDWIN EDUCATION BUILDING. A ROSTER OF REGIONAL EXHIBITS HELD IN THE EDUCATION BUILDING IN CONJUNCTION WITH THE IRONWOOD GALLERY IS ANOTHER CREATIVE EXPERIENCE FOR GUESTS. IN 2017 12 ART EXHIBITS WERE PRODUCED, 10 ART OPENINGS TOOK PLACE, 440 DIFFERENT PIECES OF ART WERE DISPLAYED CREATED BY 260 ARTISTS. 63 PIECES OF ART WERE SOLD. 8192144 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 73 0 1 156 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X CAROLYN CARSON CFO 5208833012 2021 N KINNEY RD TUCSON AZ 857438918 PAUL L BAKER TRUSTEE 1.00 X 0 0 0 CRAIG BARKER TRUSTEE 1.00 X 0 0 0 MICHAEL C BALDWIN TRUSTEE 1.00 X 0 0 0 SHANE BURGESS DVMPHD TRUSTEE 1.00 X 0 0 0 RAY CARROLL TRUSTEE 1.00 X 0 0 0 JOHN D DOERR DDS TRUSTEE 1.00 X 0 0 0 LYNN ERICKSEN TRUSTEE 1.00 X 0 0 0 J FELIPE GARCIA TRUSTEE 1.00 X 0 0 0 JAMES HENSLEY TRUSTEE 1.00 X 0 0 0 RUSSELL L JONES TRUSTEE 1.00 X 0 0 0 JOSE LEVER TRUSTEE 1.00 X 0 0 0 LISA LOVALLO TRUSTEE 1.00 X 0 0 0 SHANNAN MARTY TRUSTEE 1.00 X 0 0 0 ROBIN B RANDALL TRUSTEE 1.00 X 0 0 0 ALYCE SADONGEI TRUSTEE 1.00 X 0 0 0 PETER W SALTER TRUSTEE 1.00 X 0 0 0 JOHN P SCHAEFER PHD TRUSTEE 1.00 X 0 0 0 PETER WAND TRUSTEE 1.00 X 0 0 0 CHANDLER WARDEN TRUSTEE 1.00 X 0 0 0 WILLIAM H LOMICKA IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ERIK BAKKEN CHAIR 2.00 X X 0 0 0 KEVIN E BONINE PHD VICE CHAIR 2.00 X X 0 0 0 NANNON ROOSA TREASURER 2.00 X X 0 0 0 JOAN SCOTT SECRETARY 2.00 X X 0 0 0 CRAIG IVANYI EXECUTIVE DIRECTOR 40.00 X 128076 0 19766 CAROLYN CARSON CHIEF FINANCIAL OFFICER 40.00 X 77885 0 5745 CREE ZISCHKE EXECUTIVE PHILANTHROPY DIRECTOR 40.00 X 105758 0 7770 311719 0 33281 2 0 0 0 ALPHAGRAPHICS 2500 N COYOTE DR 110 TUCSON AZ 85745 PRINTING 192414 BVZ ARCHITECTS 3445 PENROSE PL STE 220 BOULDER CO 80301 ARCHITECTURE 166326 THE MOBILE BISTRO LLC 5029 E 5TH STREET TUCSON AZ 85711 FOOD SERVICES 166075 BEHAN BROWNING GROUP 400 AVENIDA DE PALMAS TUCSON AZ 85716 MARKETING 104092 4 543337 160445 76898 4090155 200123 4870835 ADMISSIONS 713990 3609460 3609460 MEMBERSHIP DUES 713990 1251139 1251139 OTHER 713990 421758 421758 EDUCATION 713990 326312 326312 ART INSTITUTE 713990 154305 154305 5762974 297348 297348 2506 2506 791097 59415 731682 731682 731682 2331349 1607059 724290 724290 724290 178921 160445 213163 -34242 -34242 46808 28630 18178 18178 VENDING MACHINES 713990 3457 3457 3457 12377028 5784609 0 1721584 243903 243903 4614255 3735158 620489 258608 92816 72551 14479 5786 669378 563173 75542 30663 414967 330907 64173 19887 24678 20977 3084 617 40525 34448 5064 1013 170043 170043 46866 46866 455735 294751 121851 39133 134396 29537 100952 3907 543340 354358 37486 151496 52369 42913 6026 3430 4053 4053 436152 436152 142488 142488 30169 15851 11251 3067 1094657 1094657 102846 93494 9134 218 ANIMAL EXPENSE 393545 393545 OTHER EXPENSES 352646 319043 21825 11778 MAINTENANCE AND REPAIR 214588 214088 500 10274415 8192144 1382625 699646 21500 23350 665096 1750464 662233 506391 135966 134684 253467 222309 42049 43894 39989613 25415879 13441194 14573734 8977383 9230445 545235 539778 24744123 27025049 610746 986700 454976 593838 11107 3427 1076829 1583965 X 17356993 17572265 2175556 3705578 4134745 4163241 23667294 25441084 24744123 27025049 X 2102613 -317203 -11620 X 0 1 X 1 0 X 3019239 3042647 4284089 4346718 4793937 19486630 3841883 4653676 4971815 5153740 5655363 24276477 54687 45091 67445 52099 76898 296220 6915809 7741414 9323349 9552557 10526198 44059327 217675 1489970 922940 1368387 2242316 6241288 0 217675 1489970 922940 1368387 2242316 6241288 37818039 749659 826513 884880 746013 1090951 4298016 749659 826513 884880 746013 1090951 4298016 8020 8020 4187 2752 2839 3412 3452 16642 7669655 8570679 10211068 10310002 11620601 48382005 0.78170 0.81880 0.08880 0.08820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 6901262 699498 700116 601767 67046 7632063 7157993 516031 635706 824618 108259 7376853 5885914 1742649 -266861 90485 113224 7157993 5944465 715358 347529 1010730 110708 5885914 6058054 296334 396757 686463 120217 5944465 0.43000 0.55000 0.02000 0 0 226500 226500 34555692 22705001 11850691 3212988 2710878 502110 1994433 1994433 14573734 CAPITAL LEASES PAYABLE 3427 3427 X 12084173 -317203 -317203 12401376 46866 -71214 -24348 12377028 10310383 82834 82834 10227549 46866 46866 10274415 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE MUSEUM'S COLLECTIONS CONSIST SUBSTANTIALLY OF LIVING AND NONLIVING NATURAL HISTORY OBJECTS RELATED TO THE MUSEUM'S INTERPRETIVE REGION (THE SONORAN DESERT AND ADJACENT HABITATS). COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. WITH THE EXCEPTION OF CERTAIN FREE-LIVING ORGANISMS, COLLECTIONS ARE CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF AN INDIVIDUAL FUND ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS. THE NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE REQUIRED BY GAAP TO BE INCLUDED IN THE ENDOWMENT FUNDS. THE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FROM FINANCIAL STATEMENTS: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MUSEUM IS ALSO EXEMPT FROM STATE INCOME TAXES. ACCORDINGLY, NO PROVISION IS MADE FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). MANAGEMENT IS NOT AWARE OF ANY MATTERS WHICH WOULD CAUSE THE MUSEUM TO JEOPARDIZE ITS TAX-EXEMPT STATUS AND THERE ARE NO ACTIVITIES SUBJECT TO UBTI. GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE MUSEUM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE MUSEUM IS ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE MUSEUM IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. FROM TIME TO TIME, THE MUSEUM MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS ADMINISTRATIVE EXPENSES, IF THEY OCCUR. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -59,415. BAD DEBT EXPENSE -11,803. ROUNDING 4. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 59,415. BAD DEBT EXPENSE 11,803. UNCOLLECTIBLE PLEDGES 11,620. ROUNDING -4. PART III, LINE 5: IN ADDITION TO ITEMS DONATED FOR ITS COLLECTIONS, THE MUSEUM RECEIVES DONATIONS OF ART AND SIMILAR ASSETS TO BE AUCTIONED AT ITS ANNUAL GALA. X X X 1 MEMBERSHIP CONSULTANTS INC 3868 RUSSELL ST LOUIS MO 63110 DIRECT MAIL AND DIGITAL ADVERTISING FOR MEMBERSHIP CAMPAIGNS 0 1251139 146293 1104846 DEL ORO CONSULTING 4561 N BAUXITE WAY TUCSON AZ 85750 DONOR RELATIONS 0 390167 23750 366417 1641306 170043 1471263 AZ MO GALA 339366 160445 178921 69364 2296 141503 339366 160445 178921 69364 2296 141503 213163 -34242 X 144 DONOR ESTIMATE X 450 DONOR ESTIMATE X 4 26386 TRADING PRICE X 9 2500 DONOR ESTIMATE X AUCTION ITEMS 253 84955 DONOR ESTIMATE X WATER 1 76898 DONOR ESTIMATE X OTHER 8 8790 DONOR ESTIMATE 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS RATHER THAN THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON JANUARY 25, 2017. THE FOLLOWING ARE THE SIGNIFICANT CHANGES: - THE BOARD MAY INCREASE OR DECREASE THE SIZE OF THE BOARD AT ANYTIME EXCEPT WITHIN THE 120 DAYS PRIOR TO THE ANNUAL MEETING, PROVIDED THAT A DECREASE DOES NOT SHORTEN THE TERM OF ANY INCUMBENT DIRECTOR. - IF A QUORUM IS NOT PRESENT, THE TRUSTEES PRESENT MAY ADJOURN THE MEETING FROM TIME TO TIME, WITHOUT NOTICE OTHER THAN ANNOUNCEMENT AT THE MEETING, UNTIL A QUORUM IS PRESENT. - THE ESTABLISHMENT OF A NEW EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE BOARD OF TRUSTEES AND CHAIRPERSONS OF THE STANDING COUNCILS. THE COMMITTEE SHALL CONSIDER QUESTIONS, GIVE ADVICE, AND MAKE RECOMMENDATIONS TO THE BOARD, AND ON A PURELY ADVISORY BASIS. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS, ALL OF WHOM HAVE THE SAME VOTING RIGHTS WHICH ARE TO ELECT NEW TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS GIVEN TO THE MEMBERS OF THE FINANCE COUNCIL. THE MEMBERS OF THE FINANCE COUNCIL, ALONG WITH THE CEO AND CFO, REVIEW ALL SCHEDULES AND NARRATIVES FOR ACCURACY AND COMPLETENESS. AFTER THE APPROVAL OF THE FINANCE COUNCIL, A COPY OF FORM 990 IS FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS OF THE BOARD OF TRUSTEES AND NEW EMPLOYEES ARE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT S/HE HAS DONE SO. ANNUALLY, EACH BOARD MEMBER COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIP, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. PRIOR TO BOARD OF TRUSTEES OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. BOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE NOT PERMITTED TO PARTICIPATE OR HEAR THE BOARD OF TRUSTEE'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. AN EMPLOYEE WHO IS NOT A MEMBER OF THE BOARD OF TRUSTEES DISCLOSES TO HIS/HER SUPERVISOR ANY CONFLICT OF INTEREST THAT SUCH EMPLOYEE HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS BOARD DISCRETIONARY AND IS DETERMINED BY THE EXECUTIVE COMMITTEE WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED ON AN ANNUAL BASIS USING BOTH LOCAL ANNUAL COMPENSATION SURVEY DATA AS WELL AS THE COMPENSATION SURVEY DATA PROVIDED BY THE ASSOCIATION OF ZOOS & AQUARIUMS MEMBER COMPENSATION SURVEY THAT IS PUBLISHED EVERY TWO YEARS. THE CHIEF FINANCIAL OFFICER'S COMPENSATION IS CALCULATED USING SALARY GRADES THAT REPRESENT A GROUPING OF POSITIONS THAT ARE ALIKE IN RESPONSIBILITY AND SCOPE AND ARE BASED ON A NUMBER OF FACTORS INCLUDING: AVERAGE MARKET PAY, THE MUSEUM'S ABILITY TO PAY AND INTERNAL EQUITY. SALARY GRADES ARE ESTABLISHED BASED ON THE COMPETITIVE MARKET USING STATE AND LOCAL SALARY SURVEYS AND THE ASSOCIATION OF ZOOS & AQUARIUMS MEMBER COMPENSATION SURVEY. SALARY AND BENEFITS FOR THIS POSITION ARE INCREASED OR DECREASED BASED ON THE SAME ANNUAL PERCENTAGE INCREASE AS ALL OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSSES ON UNCOLLECTIBLE PLEDGES -11,620.