2016-10-03T15:25:44-05:00 2015-12-31 990 2015-01-01 953947744 Autry Museum of the American West AUTR 3234954279 4700 Western Heritage Way Los Angeles CA 90027 Jerry Zuk VP & Chief Financial Officer 3234954279 2016-10-03 2015 2017-02-10 21:41:12Z W Richard West Jr 4700 Western Heritage Way Los Angeles CA 90027 19624458 0 X www.theautry.org X 1988 CA Brings together the diverse stories of the peoples of the American West, connecting the past with the present. 64 64 238 188 10842 0 29192017 14571140 970795 969080 654960 670830 794858 479910 31612630 16690960 0 0 0 0 8735030 7671595 0 0 1754576 7120184 7182619 15855214 14854214 15757416 1836746 183955015 206251359 1519230 23044096 182435785 183207263 X 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. 0 0 8758186 697769 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. 401567 4570 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. 1338097 191117 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. 344710 443681 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 344710 443681 10842560 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 172 0 1 238 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 64 64 1 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Jerry Zuk 3234954279 4700 Western Heritage Way Los Angeles CA 90027 Marshall McKay Chair, Trustee 1.00 X X 0 0 0 David W Cartwright Secretary, Trustee 1.00 X X 0 0 0 Stanley B Schneider Treasurer, Trustee 1.00 X X 0 0 0 Sandra J Ausman Trustee 1.00 X 0 0 0 Sheldon I Ausman Trustee 1.00 X 0 0 0 Jacqueline Autry Trustee 1.00 X 0 0 0 J Barnes Trustee 1.00 X 0 0 0 Ali Bastani Trustee 1.00 X 0 0 0 Colleen A Caballero Trustee 1.00 X 0 0 0 Vince Caballero Trustee 1.00 X 0 0 0 Raymond P Caldiero Trustee 1.00 X 0 0 0 Frank H Countner Trustee 1.00 X 0 0 0 Susan Countner Trustee 1.00 X 0 0 0 Marian Craver Trustee 1.00 X 0 0 0 Theodore F Craver Jr Vice Chair and Trustee 1.00 X 0 0 0 Marvin Elkin Trustee 1.00 X 0 0 0 Simona B Elkin Trustee 1.00 X 0 0 0 Jay H Grodin Trustee 1.00 X 0 0 0 Calvin B Gross Trustee 1.00 X 0 0 0 Joanne D Hale Trustee 1.00 X 0 0 0 Michael Heumann Trustee 1.00 X 0 0 0 Brenda H Ruttenberg Trustee 1.00 X 0 0 0 Gary M Ruttenberg Trustee 1.00 X 0 0 0 Alan Horn Trustee 1.00 X 0 0 0 Robert M Raney Trustee 1.00 X 0 0 0 Ellen Jimenez Trustee 1.00 X 0 0 0 Federico Jimenez Trustee 1.00 X 0 0 0 Robert S Kaufman Trustee 1.00 X 0 0 0 Don B Huntley Trustee 1.00 X 0 0 0 Thomas Lee Trustee 1.00 X 0 0 0 Colleen Lee Trustee 1.00 X 0 0 0 Leon J Level Trustee 1.00 X 0 0 0 John M Krambeer Trustee 1.00 X 0 0 0 Greg Martin Trustee 1.00 X 0 0 0 Petra Martin Trustee 1.00 X 0 0 0 Jane Nakagawa Trustee 1.00 X 0 0 0 Caryll S Mingst Trustee 1.00 X 0 0 0 Sherry A Nicholas Trustee 1.00 X 0 0 0 Leslie A Pam Trustee 1.00 X 0 0 0 James R Parks Trustee 1.00 X 0 0 0 Timothy S Peterson Trustee 1.00 X 0 0 0 Susan W Robertson Trustee 1.00 X 0 0 0 Zev Yaroslavsky Trustee 1.00 X 0 0 0 Keith W Renken Trustee 1.00 X 0 0 0 Carl W Robertson Trustee 1.00 X 0 0 0 Lois R Rice Trustee 1.00 X 0 0 0 Sharon Rogers-McKay Trustee 1.00 X 0 0 0 Lora Sandroni Trustee 1.00 X 0 0 0 Robert U Sandroni Trustee 1.00 X 0 0 0 Michael L Shannon Trustee 1.00 X 0 0 0 Ruth B Shannon Trustee 1.00 X 0 0 0 Thomas A Techentin Trustee 1.00 X 0 0 0 Joyce Peterson Thurmer Trustee 1.00 X 0 0 0 Roberta L Turner Trustee 1.00 X 0 0 0 Betsy Ulf Trustee 1.00 X 0 0 0 Franklin E Ulf Trustee 1.00 X 0 0 0 Lynn Valbuena Trustee 1.00 X 0 0 0 Johnny Zamrzla Trustee 1.00 X 0 0 0 James Rea Trustee 1.00 X 0 0 0 Jodie Rea Trustee 1.00 X 0 0 0 Mark Macarro Trustee 1.00 X 0 0 0 J Michael Hennigan Trustee 1.00 X 0 0 0 Phyllis I Hennigan Trustee 1.00 X 0 0 0 Michael D Antonovich Trustee 1.00 X 0 0 0 W Richard West Jr President, CEO 40.00 X 331670 0 5300 Jerry Zuk VP&Chief Financial Officer 40.00 X 178209 0 3600 Stacy Lieberman EVP & Deputy Director 40.00 X 191579 0 3947 Susan Harlow VP Development 40.00 X 118799 0 2423 820257 0 15270 4 0 1 0 Matt Construction Corporation 9814 Norwalk Blvd Ste 100 Santa Fe Springs CA 90670 Construction 14591732 Perera Construction & Design Inc 2890 Inland Empire Blvd Ste 102 Ontario CA 91764 Construction & Design 1057373 Centerplate 4700 Western Heritage Way Los Angeles CA 90027 CAfe Operator 335271 Cal Net Technology Group 9420 Topanga Canyon Blvd Chatsworth CA 91311 IT Services & Support 257641 Air Conditioning Depot PO Box 251087 Glendale CA 91225 Air Conditioning Service 254055 5 476785 1665906 1964805 10463644 92924 14571140 Museum Admission 900099 593636 593636 Venue Rentals 900099 291275 291275 Food Services Commission 900099 84169 84169 969080 147669 147669 13747 13747 5500 0 5500 5500 5500 2265996 1742835 523161 523161 523161 906971 1665906 819707 87264 87264 645200 370956 274244 263402 10842 Miscellaneous 900099 99155 99155 99155 16690960 1337137 10842 771841 835527 184709 341558 309260 5762823 4003092 1024116 735615 56703 40096 14339 2268 494816 343059 84918 66839 521726 343095 97394 81237 8273 8273 64866 64866 11850 11850 45828 22126 17915 5787 427893 376545 45924 5424 448216 327307 25419 95490 255457 212983 17032 25442 1113012 1058981 51328 2703 79352 54738 17599 7015 106064 76963 27062 2039 1368969 1337034 28977 2958 378610 301658 70562 6390 Outside Services 1152670 834302 20407 297961 Repairs & Maintenance 774481 749207 21623 3651 Special Events Expenses 168154 54027 26101 88026 Supplies 103828 103443 315 70 675096 419195 239500 16401 14854214 10842560 2257078 1754576 2133690 3691211 2205081 1472511 129928014 130682164 33274 36374 284258 294641 126718 241096 82970588 31181542 30563313 51789046 9416320 8978730 9264347 9065586 183955015 206251359 1519230 6444096 16600000 1519230 23044096 X 35730072 37200698 83970358 81333382 62735355 64673183 182435785 183207263 183955015 206251359 1836746 -724840 -340428 0 X X 0 1 X 1 0 X 11715829 18043613 13439262 29456842 14571140 87226686 340426 340428 340428 340428 340428 1702138 12056255 18384041 13779690 29797270 14911568 88928824 51256533 37672291 142992 176708 202036 258295 166916 946947 2066 5176 5842 4238 10842 28164 98097 65121 92192 73875 99155 428440 90332375 1232482 0.41700 0.39590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X Education 0 9416320 -11279 -426311 8978730 9162055 645703 -391438 9416320 7517382 308426 1681550 345303 9162055 7088236 945116 -515970 7517382 7185072 -85462 -11374 7088236 0.22000 0.59000 0.19000 1 0 5305189 5305189 13089511 3845420 9244091 35677634 24097522 11580112 4907853 3238600 1669253 23990401 23990401 51789046 X 16237089 -724840 270969 -453871 16690960 0 16690960 15465611 611397 611397 14854214 0 14854214 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. Art Auction 1312661 635724 676937 118759 4248 137531 Annual Gala 1260216 1030182 230034 157814 105938 23500 271917 2572877 1665906 906971 157814 224697 27748 409448 819707 87264 X X X X X 0 0 0 0 0 0 0 0 0 W Richard West Jr President, CEO 331670 0 0 0 0 0 0 0 0 0 331670 0 0 0 Jerry Zuk VP&Chief Financial Officer 178209 0 0 0 0 0 0 0 0 0 178209 0 0 0 Stacy Lieberman EVP & Deputy Director 191579 0 0 0 0 0 0 0 0 0 191579 0 0 0 Part I, Line 3 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. X 178 92924 Fair Market Value 0 1 1 Part I, Line 32b: 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. 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.