AUTRY MUSEUM OF THE AMERICAN WEST: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AUTRY MUSEUM OF THE AMERICAN WEST (EIN 95-3947744)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-03
- IRS object ID
- 201622779349300752
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-03T15:25:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953947744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Autry Museum of the American West | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUTR | BusinessNameControlTxt |
| Phone | 3234954279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 Western Heritage Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry Zuk | PersonNm |
| Person Title | VP & Chief Financial Officer | PersonTitleTxt |
| Phone | 3234954279 | PhoneNum |
| Signature | 2016-10-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W Richard West Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 Western Heritage Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,624,458 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theautry.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Brings together the diverse stories of the peoples of the American West, connecting the past with the present. | ActivityOrMissionDesc |
| Voting Members Governing Body | 64 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 64 | VotingMembersIndependentCnt |
| Total Employee | 238 | TotalEmployeeCnt |
| Total Volunteers | 188 | TotalVolunteersCnt |
| Total Gross UBI | $10,842 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,192,017 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,571,140 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $970,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $969,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $654,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $670,830 | CYInvestmentIncomeAmt |
| PY Other Revenue | $794,858 | PYOtherRevenueAmt |
| CY Other Revenue | $479,910 | CYOtherRevenueAmt |
| PY Total Revenue | $31,612,630 | PYTotalRevenueAmt |
| CY Total Revenue | $16,690,960 | 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 | $8,735,030 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,671,595 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,754,576 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,120,184 | PYOtherExpensesAmt |
| CY Other Expenses | $7,182,619 | CYOtherExpensesAmt |
| PY Total Expenses | $15,855,214 | PYTotalExpensesAmt |
| CY Total Expenses | $14,854,214 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,757,416 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,836,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $183,955,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,251,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,519,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,044,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $182,435,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $183,207,263 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Autry brings together the stories of all peoples of the American West, connecting the past with the present to inspire our shared future. The Autry creates provocative, engaging, and compelling museum experiences that increase people's understanding of each other and America, help the community ask and answer important questions about the most pressing issues of society, and promote solutions beneficial to the greater good. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,758,186 | ExpenseAmt |
| Revenue | $697,769 | RevenueAmt |
| Desc | Exhibitions: The Autry's museum galleries tell diverse and complicated stories of the American West. The Community Gallery interprets the West through the lens of the racial, ethnic, and religious communities important to Western development between 1885 and 1895. The Cowboy Gallery details the evolution of the cowboy from the open-range era on the Texas grasslands, through the modern ranching period of the late Twentieth Century. The history of the Western genre is explored in the Imagination Gallery. The Colt Revolver in the American West explores the history and impact of Samuel Colt's revolutionary revolver. Temporary exhibitions that opened in 2015 included Empire and Liberty: The Civil War and the West, California Impressionism:The Gardena High School Collection, New Acquisitions Featuring The Kaufman Collection, and the 18th Annual Masters of the American West Fine Art Exhibition. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $401,567 | ExpenseAmt |
| Revenue | $4,570 | RevenueAmt |
| Desc | The Autry promotes research and educational activities, encourages the development of groundbreaking scholarship, and reaches a broad audience through programs and publications. Its two research libraries, the Braun and the Autry, provide access to one of the nation's most comprehensive collections of books, archives and artifacts regarding Native American cultures and the history of the American West. Autry research fellowship are awarded annually to support scholarly projects concerning the study of people and cultures of the American West. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,338,097 | ExpenseAmt |
| Revenue | $191,117 | RevenueAmt |
| Desc | The Education Department is dedicated to enriching the experience of all visitors through thoughtful, entertaining and engaging classes, programs and activities. In 2015 the Autry served more than 45,669 K-12 students on and off site. Approximately 9,636 of these students were from Title I schools who came through the All Aboard! bus program. This program provides free bus transportation and family memberships to underserved students in the Los Angeles area. These numbers will continue to grow as the Education Department offers more programs exploring diverse aspects of life in the West through the Autry's art and artifacts, and meets California state content standards in history/social science for kindergarten through 12th grade. Examples of these standards include Animals of the West(for Kindergarten through 2nd grade), California's First Peoples (for 3rd through 8th grades), Adventures on The Oregon Trail(for 3rd through 6th grades), American Indian of the West(for 3rd through 6th grades), The California Gold Rush (for 3rd through 6th grades) and Art of the West(for 8th through 12th grades). The Autry also offers older students a deeper understanding of the story of the West through innovative outreach programs. Museum educators work in local schools to bring together students, teachers, and museum professionals to learn about history in fun and engaging ways. The Autry also supports the professional development of educators through a Teachers Academy and Education Symposium, which help Los Angeles-area teachers to create object- and project-based learning units. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,710 | ExpenseAmt |
| Revenue | $443,681 | RevenueAmt |
| Desc | Southwest Museum's collection of archaeology, ceramic and ethnographic items were moved for conservation and preservation.Expenses $15,981 Including Grants of $0 Revenue $0Native Voices - Stage Works By Native American PlaywrightsExpenses $305,849 Including Grants Of $137,150 Revenue $49,189Sizzling Summer Nights-Dance EventExpenses $22,880 Including Grants Of $0 Revenue $41,421Food Service CommissionExpenses Revenue $84,169 Net Rental Income(Loss) Expenses Including Grants Of $0 Net Rental Income(Loss) $5,500Sales Of Inventory (Net Of COGS) Revenue $263,402 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $344,710 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $443,681 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,842,560 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 172 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 238 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 64 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 64 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | 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 | Jerry Zuk | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3234954279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 Western Heritage Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90027 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Marshall McKay | ||||||
| Chair, Trustee | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David W Cartwright | ||||||
| Secretary, Trustee | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stanley B Schneider | ||||||
| Treasurer, Trustee | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sandra J Ausman | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sheldon I Ausman | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jacqueline Autry | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Barnes | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ali Bastani | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Colleen A Caballero | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vince Caballero | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Raymond P Caldiero | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Frank H Countner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Countner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marian Craver | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Theodore F Craver Jr | ||||||
| Vice Chair and Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marvin Elkin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Simona B Elkin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jay H Grodin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Calvin B Gross | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joanne D Hale | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Heumann | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brenda H Ruttenberg | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gary M Ruttenberg | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Horn | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert M Raney | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen Jimenez | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Federico Jimenez | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert S Kaufman | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Don B Huntley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Lee | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Colleen Lee | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leon J Level | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John M Krambeer | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Martin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Petra Martin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Nakagawa | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Caryll S Mingst | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sherry A Nicholas | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leslie A Pam | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James R Parks | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy S Peterson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Susan W Robertson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Zev Yaroslavsky | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Keith W Renken | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carl W Robertson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lois R Rice | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sharon Rogers-McKay | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lora Sandroni | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert U Sandroni | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael L Shannon | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ruth B Shannon | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas A Techentin | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joyce Peterson Thurmer | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Roberta L Turner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Betsy Ulf | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Franklin E Ulf | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lynn Valbuena | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Johnny Zamrzla | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James Rea | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jodie Rea | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Macarro | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Michael Hennigan | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Phyllis I Hennigan | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael D Antonovich | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W Richard West Jr | ||||||
| President, CEO | 40.00 | Yes (X) | $331,670 | $0 | $5,300 | |
| Jerry Zuk | ||||||
| VP&Chief Financial Officer | 40.00 | Yes (X) | $178,209 | $0 | $3,600 | |
| Stacy Lieberman | ||||||
| EVP & Deputy Director | 40.00 | Yes (X) | $191,579 | $0 | $3,947 | |
| Susan Harlow | ||||||
| VP Development | 40.00 | Yes (X) | $118,799 | $0 | $2,423 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $820,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,270 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Matt Construction Corporation | |||||
| 9814 Norwalk Blvd Ste 100 | Santa Fe Springs | CA | 90670 | Construction | $14,591,732 |
| Perera Construction & Design Inc | |||||
| 2890 Inland Empire Blvd Ste 102 | Ontario | CA | 91764 | Construction & Design | $1,057,373 |
| Centerplate | |||||
| 4700 Western Heritage Way | Los Angeles | CA | 90027 | CAfe Operator | $335,271 |
| Cal Net Technology Group | |||||
| 9420 Topanga Canyon Blvd | Chatsworth | CA | 91311 | IT Services & Support | $257,641 |
| Air Conditioning Depot | |||||
| PO Box 251087 | Glendale | CA | 91225 | Air Conditioning Service | $254,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $476,785 | MembershipDuesAmt |
| Fundraising | $1,665,906 | FundraisingAmt |
| Government Grants | $1,964,805 | GovernmentGrantsAmt |
| All Other Contributions | $10,463,644 | AllOtherContributionsAmt |
| Noncash Contributions | $92,924 | NoncashContributionsAmt |
| Total Contributions | $14,571,140 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Museum Admission | 900099 | $593,636 | $593,636 |
| Venue Rentals | 900099 | $291,275 | $291,275 |
| Food Services Commission | 900099 | $84,169 | $84,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $969,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,669 | TotalRevenueColumnAmt |
| Exclusion | $147,669 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,747 | TotalRevenueColumnAmt |
| Exclusion | $13,747 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,500 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,265,996 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,742,835 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $523,161 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $523,161 | TotalRevenueColumnAmt |
| Exclusion | $523,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $906,971 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,665,906 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $819,707 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,264 | TotalRevenueColumnAmt |
| Exclusion | $87,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $645,200 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $370,956 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $263,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,842 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $99,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,155 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $99,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,690,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,337,137 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,842 | UnrelatedBusinessRevenueAmt |
| Exclusion | $771,841 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,527 | TotalAmt |
| Program Services | $184,709 | ProgramServicesAmt |
| Management And General | $341,558 | ManagementAndGeneralAmt |
| Fundraising | $309,260 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,762,823 | TotalAmt |
| Program Services | $4,003,092 | ProgramServicesAmt |
| Management And General | $1,024,116 | ManagementAndGeneralAmt |
| Fundraising | $735,615 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,703 | TotalAmt |
| Program Services | $40,096 | ProgramServicesAmt |
| Management And General | $14,339 | ManagementAndGeneralAmt |
| Fundraising | $2,268 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,816 | TotalAmt |
| Program Services | $343,059 | ProgramServicesAmt |
| Management And General | $84,918 | ManagementAndGeneralAmt |
| Fundraising | $66,839 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,726 | TotalAmt |
| Program Services | $343,095 | ProgramServicesAmt |
| Management And General | $97,394 | ManagementAndGeneralAmt |
| Fundraising | $81,237 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,273 | TotalAmt |
| Management And General | $8,273 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,866 | TotalAmt |
| Management And General | $64,866 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,850 | TotalAmt |
| Management And General | $11,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,828 | TotalAmt |
| Program Services | $22,126 | ProgramServicesAmt |
| Management And General | $17,915 | ManagementAndGeneralAmt |
| Fundraising | $5,787 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,893 | TotalAmt |
| Program Services | $376,545 | ProgramServicesAmt |
| Management And General | $45,924 | ManagementAndGeneralAmt |
| Fundraising | $5,424 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,216 | TotalAmt |
| Program Services | $327,307 | ProgramServicesAmt |
| Management And General | $25,419 | ManagementAndGeneralAmt |
| Fundraising | $95,490 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,457 | TotalAmt |
| Program Services | $212,983 | ProgramServicesAmt |
| Management And General | $17,032 | ManagementAndGeneralAmt |
| Fundraising | $25,442 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113,012 | TotalAmt |
| Program Services | $1,058,981 | ProgramServicesAmt |
| Management And General | $51,328 | ManagementAndGeneralAmt |
| Fundraising | $2,703 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,352 | TotalAmt |
| Program Services | $54,738 | ProgramServicesAmt |
| Management And General | $17,599 | ManagementAndGeneralAmt |
| Fundraising | $7,015 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,064 | TotalAmt |
| Program Services | $76,963 | ProgramServicesAmt |
| Management And General | $27,062 | ManagementAndGeneralAmt |
| Fundraising | $2,039 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,368,969 | TotalAmt |
| Program Services | $1,337,034 | ProgramServicesAmt |
| Management And General | $28,977 | ManagementAndGeneralAmt |
| Fundraising | $2,958 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,610 | TotalAmt |
| Program Services | $301,658 | ProgramServicesAmt |
| Management And General | $70,562 | ManagementAndGeneralAmt |
| Fundraising | $6,390 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Outside Services | $1,152,670 | $834,302 | $20,407 | $297,961 |
| Repairs & Maintenance | $774,481 | $749,207 | $21,623 | $3,651 |
| Special Events Expenses | $168,154 | $54,027 | $26,101 | $88,026 |
| Supplies | $103,828 | $103,443 | $315 | $70 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,096 | TotalAmt |
| Program Services | $419,195 | ProgramServicesAmt |
| Management And General | $239,500 | ManagementAndGeneralAmt |
| Fundraising | $16,401 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,854,214 | TotalAmt |
| Program Services | $10,842,560 | ProgramServicesAmt |
| Management And General | $2,257,078 | ManagementAndGeneralAmt |
| Fundraising | $1,754,576 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,690 | BOYAmt |
| EOY | $3,691,211 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,081 | BOYAmt |
| EOY | $1,472,511 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,928,014 | BOYAmt |
| EOY | $130,682,164 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,274 | BOYAmt |
| EOY | $36,374 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,258 | BOYAmt |
| EOY | $294,641 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,718 | BOYAmt |
| EOY | $241,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,970,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,181,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,563,313 | BOYAmt |
| EOY | $51,789,046 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,416,320 | BOYAmt |
| EOY | $8,978,730 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,264,347 | BOYAmt |
| EOY | $9,065,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,955,015 | BOYAmt |
| EOY | $206,251,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,230 | BOYAmt |
| EOY | $6,444,096 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,600,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,230 | BOYAmt |
| EOY | $23,044,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,730,072 | BOYAmt |
| EOY | $37,200,698 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,970,358 | BOYAmt |
| EOY | $81,333,382 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,735,355 | BOYAmt |
| EOY | $64,673,183 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,435,785 | BOYAmt |
| EOY | $183,207,263 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,955,015 | BOYAmt |
| EOY | $206,251,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,836,746 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$724,840 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$340,428 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $11,715,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,043,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,439,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,456,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,571,140 | CurrentTaxYearAmt |
| Total | $87,226,686 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $340,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $340,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,428 | CurrentTaxYearAmt |
| Total | $1,702,138 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,056,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,384,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,779,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,797,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,911,568 | CurrentTaxYearAmt |
| Total | $88,928,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $51,256,533 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,672,291 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $176,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,916 | CurrentTaxYearAmt |
| Total | $946,947 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,842 | CurrentTaxYearAmt |
| Total | $28,164 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,121 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,155 | CurrentTaxYearAmt |
| Total | $428,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $90,332,375 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,232,482 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.41700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Education | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,416,320 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$426,311 | OtherExpendituresAmt |
| End Year Balance | $8,978,730 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,162,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $645,703 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$391,438 | OtherExpendituresAmt |
| End Year Balance | $9,416,320 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,517,382 | BeginningYearBalanceAmt |
| Contributions | $308,426 | ContributionsAmt |
| Investment Earnings Or Losses | $1,681,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $345,303 | OtherExpendituresAmt |
| End Year Balance | $9,162,055 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,088,236 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $945,116 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$515,970 | OtherExpendituresAmt |
| End Year Balance | $7,517,382 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,185,072 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$85,462 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$11,374 | OtherExpendituresAmt |
| End Year Balance | $7,088,236 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,305,189 | OtherCostOrOtherBasisAmt |
| Book Value | $5,305,189 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,089,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,845,420 | DepreciationAmt |
| Book Value | $9,244,091 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,677,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,097,522 | DepreciationAmt |
| Book Value | $11,580,112 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,907,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,238,600 | DepreciationAmt |
| Book Value | $1,669,253 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,990,401 | OtherCostOrOtherBasisAmt |
| Book Value | $23,990,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,789,046 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,237,089 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$724,840 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $270,969 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$453,871 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,690,960 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,690,960 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,465,611 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $611,397 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $611,397 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,854,214 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,854,214 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The Autry collection is comprised of works of art (paintings, sculptures, works on paper, and photographs), historic artifacts, archaeological and ethnographic materials, sound recordings, films, and library and research material related to the history of the West and indigenous cultures of the United States. The collections are maintained for public exhibition, education, and research purposes in furtherance of the Autry's mission. Items are catalogued, preserved, and cared for according to the American Association of Museums' standards, and collection audits are performed regularly. The collections,which were acquired through purchases and contributions since the Autry's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded in the year in which the items were acquired as decreases in unrestricted or temporarily restricted net assets, depending on the source of the assets used to purchase the items and whether those assets were restricted by donors. Contributed collection items are not reflected in the financial statements. The Autry's collections policy requires that proceeds from deaccessions or insurance recoveries are to be used for acquisitions to the collection. |
| Part III, Line 4: | The Autry collections of more than 500,000 pieces of arts and artifacts includes the Southwest Museum of the American Indian Collection, one of the largest and most significant of Native American materials in the United States. The Autry presents a wide range of exhibitions and public programs-including lectures, film, theater, festivals, family events, and music-performs scholarship, research, and educational outreach. The Autry's desired impact is to create relevancy between history and the present day and to engage the public in exploration of critical contemporary concerns in order to shape the future. The collection furthers our mission by sharing the story of the American West and the multiple cultures, perspectives, traditions, and experiences that make the West a significant and unique part of the world. |
| Part V, Line 4: | The Autry's endowment consists of 12 individual funds comprising both Board-designated endowments, or quasi-endowments and permanent (true) endowments. The Board designated endowments were established by the organization itself from unrestricted donor funds. The organization's management imposed temporary restrictions on the use of these funds. Permanent endowments were established by donor-restricted gifts and are maintained to provide a permanent source of income, with the stipulation that principal must be invested and kept intact in perpetuity, while only the income generated can be used by the Organization. Total return of the fund is targeted to meet or exceed the expected long-term needs of The Autry in order to provide a reliable stream of income for operations and avoid adverse economic impact to the organization. The funds are maintained in a single pooled investment account with a financial institution. |
| Part X, Line 2: | In accordance with FASB ASC No. 740, Income Taxes, the Autry recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. The Autry has analyzed its uncertain material tax positions for its U.S. federal and California state tax jurisdictions for the open tax years of 2012 through 2015 and the open tax years of 2011 through 2015, respectively. The Autry is of the opinion that material positions taken would, more likely than not, be sustained by examination. As of December 31, 2015 and 2014, the Autry has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements or which may have an effect on its tax exempt status. The Autry does not expect a material change to it uncertain tax positions in the year following December 31, 2015. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Art Auction | Event1Nm |
| Gross Receipts Event1 | $1,312,661 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $635,724 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $676,937 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $118,759 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,248 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $137,531 | OtherDirectExpensesEvent1Amt |
| Event2 | Annual Gala | Event2Nm |
| Gross Receipts Event2 | $1,260,216 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,030,182 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $230,034 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $157,814 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $105,938 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $271,917 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,572,877 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,665,906 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $906,971 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $157,814 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $224,697 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $27,748 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $409,448 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $819,707 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $87,264 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W Richard West Jr | ||||||||||||||
| President, CEO | $331,670 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $331,670 | $0 | $0 | $0 |
| Jerry Zuk | ||||||||||||||
| VP&Chief Financial Officer | $178,209 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,209 | $0 | $0 | $0 |
| Stacy Lieberman | ||||||||||||||
| EVP & Deputy Director | $191,579 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191,579 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The process for determining compensation of the organization's officers or key employees includes a review and approval by the Board of Trustees' committee. When searching for executives, the Autry may contract an outside executive search firm to assist with the process of finding the right candidate. Prior to selecting the candidate, the committee reviews salary data provided by both the HR department and the outside executive search firm(if retained). The selection, salary determination and review is led by the Board's chairman. | ExplanationTxt |
Schedule M IRS990ScheduleM
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 178 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,924 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The Autry may receive donated vehicles that it immediately sells to the public. In 2015, the Autry received the proceeds of $38,380 from two vehicle donation. The vehicle donation were made through the Charitable Auto Resources,Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Mary D. Allison - Family Relationship William J. Allison - Family Relationship Sandra J. Ausman - Family Relationship Sheldon I. Ausman - Family Relationship Colleen Caballero-Family Relationship Vince Caballero-Family Relationship John Carter - Family Relationship Lynn Carter - Family Relationship Frank Countner - Family Relationship Susan Countner - Family Relationship Marian Craver - Family Relationship Theodore F. Craver, Jr. - Family Relationship Marvin Elkin - Family Relationship Simona B. Elkin - Family Relationship Sandra Gordon - Family Relationship Gary Gordon - Family Relationship Lance Holt - Family Relationship Nina Holt - Family Relationship Ellen Jimenez - Family Relationship Federico Jimenez - Family Relationship Colleen Lee - Family Relationship Thomas L. Lee - Family Relationship Greg Martin - Family Relationship Petra Martin - Family Relationship Holly Cook Macarro - Family Relationship Mark Macarro - Family Relationship Karon Loter McCarthy - Family Relationship Timothy McCarthy - Family Relationship Sharon Rogers Mckay - Family Relationship Marshall Mckay - Family Relationship James Rea - Family Relationship Jodie Rea - Family Relationship Carl W. Robertson - Family Relationship Susan W. Robertson - Family Relationship Lora A. Sandroni - Family Relationship Robert U. Sandroni - Family Relationship Kimberly Rose - Family Relationship Michael L. Shannon - Family Relationship Ruth B. Shannon - Family Relationship Delaina Sotoodeh - Family Relationship John Sotoodeh - Family Relationship Betsy Ulf - Family Relationship Franklin E. Ulf - Family Relationship Fausto Yturria - Family Relationship Sandra Yturria - Family Relationship Gary M Ruttenberg - Family Relationship Brenda H. Ruttenberg - Family Relationship |
| Form 990, Part VI, Section A, line 4 | Bylaws revised including reduction in size of the Board of Trustees to 35 members. "Emeritus Trustee" category established. The Project Planning and Government Affairs Committee was merged into the Finance Committee and the Communications, Public Programs, and Visitor Service Experience Committee. |
| Form 990, Part VI, Section A, line 7a | The Autry Foundation shall have the right to designate four (4) of the trustees of the Autry at all times. The Autry Foundation shall have the right to designate two of the foundation-designated trustees as members of the nominating and governance committee. No numerical expansion of the number of trustees comprising the nominating and governance committee shall be permitted without the express written consent of The Autry Foundation. |
| Form 990, Part VI, Section B, line 11 | Prior to filing form 990, a draft copy was provided to audit committee members and the officers for their review. |
| Form 990, Part VI, Section B, line 12c | In compliance with federal regulations, the Autry requires all officers, directors, trustees, and key employees to complete the "conflict of interest"form at least annually. This report is updated once a year or within ten days whenever there is a change in outside financial interest that could give appearance of a conflict of interest. As questions arise, the CFO investigates the situation and discusses the findings with the chair of the governing body. Together they work on finding a solution to the problem. |
| Form 990, Part VI, Section B, line 15 | The organization has a process for determining compensation for the organization's CEO and other officers. A committee of Board members approves the hiring of the CEO and other officers, and approves their initial compensation based on comparable compensation data for similar organizations which is provided by the Director, Human Resources. Any subsequent increases in compensation for the CEO are approved by the Chairman of the Board and the CEO approves any subsequent increases in compensation for the organization's other officers. The organization's Director, Human Resources obtains and provides compensation survey data to support any increases in levels of compensation for the CEO and other officers. |
| Form 990, Part VI, Section C, line 18 | The organization's Form 1023 is available upon written request. |
| Form 990, Part VI, Section C, line 19 | The organization's form 990 is available on Guidestar's website and upon request. |
| Form 990, Part XII, Line 2c: | There was no change in the oversight or selection process during the tax year. |
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