2016-08-15T15:29:29-05:00 2015-09-30 BKD LLP 10001 REUNION PLACE SUITE 400 SAN ANTONIO TX 782164137 990 2014-10-01 741400537 THE WITTE MUSEUM % MARISE MCDERMOTT WITT 2103571900 3801 BROADWAY SAN ANTONIO TX 782096396 MARISE MCDERMOTT PRESIDENT AND CEO 2103571900 2016-02-15 true John R Bruce CPA P00083353 2103419400 2014 2016-09-27 15:27:22Z MARISE MCDERMOTT PRESCEO 3801 BROADWAY SAN ANTONIO TX 782096396 24766931 false X WWW.WITTEMUSEUM.ORG X 1926 TX THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. 37 37 144 167 0 24686625 18574455 1552845 926629 819730 186404 593022 399227 27652222 20086715 0 0 0 0 3713834 3899649 0 0 861160 4601658 5386832 8315492 9286481 19336730 10800234 53155862 70275279 4191115 10740877 48964747 59534402 X THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. false false 4806991 860018 IN THE FISCAL YEAR 2014/2015, ABOUT 280,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS, AND SPECIAL EVENTS, OF WHICH 110,000 WERE CHILDREN AND 46,648 VISITED FREE OF CHARGE DURING WEEKLY FREE TUESDAY HOURS. THE ROBERT J. AND HELEN C. KLEBERG SOUTH TEXAS HERITAGE CENTER IS A 20,000 SQUARE FOOT, TWO STORY CENTER, WHICH SERVES AS A PERMANENT HOME FOR THE WITTE MUSEUM'S SOUTH TEXAS COLLECTION, CHANGING AND PERMANENT EXHIBITIONS, AND PUBLIC PROGRAMS. THE PERMANENT EXHIBIT A WILD AND VIVID LAND: STORIES OF SOUTH TEXAS MAKES ITS HOME IN THE SOUTH TEXAS HERITAGE CENTER. THE WITTE'S PERMANENT EXHIBITIONS ALSO INCLUDE TEXAS WILD, ANCIENT TEXANS, TAKE IT TO THE RIVER AND H-E-B BODY ADVENTURE. THE CHANGING EXHIBITIONS INCLUDED GROSSOLOGY: THE (IMPOLITE) SCIENCE OF THE HUMAN BODY, TWO WOMEN LOOK WEST: PHOTOGRAPHS OF KING RANCH BY HELEN C. KLEBERG AND TONI FRISSELL, JEWELS OF THE COURT: A JOURNEY THROUGH FIESTA'S CORONATION, DISCOVER THE ICE AGE, TEXAS FLORA: NATURE'S PAINTBRUSH, IMAGES OF THE SAN ANTONIO MISSIONS, BODIES REVEALED, THE WESTS OF TEXAS: CATTLE RANCHING ENTREPRENEURS AND SPURS FOR TEXAS: SELECTIONS FROM THE LEO QUINTANILLA COLLECTION. 3129198 66611 PUBLIC PROGRAMS AT THE WITTE MUSEUM INCLUDED 2,501 EVENTS. THESE EVENTS INCLUDED SCIENCE, NATURAL HISTORY, HISTORY AND OUTREACH PROGRAMS. APPROXIMATELY 80,571 CHILDREN AND ADULTS ATTENDED THESE PROGRAMS. THE PUBLIC PROGRAMS INCLUDE GALLERY THEATER, STUDENT WORKSHOPS, DEMONSTRATIONS AND PRESENTATIONS. 168050 186055 THE WITTE MUSEUM STORE OFFERS A VARIETY OF BOOKS, EDUCATIONAL TOYS, AND LIMITED-TIME-ONLY SPECIAL PRODUCTS RELATED TO THE EXHIBITS AND PUBLIC PROGRAMMING. THESE ITEMS PROVIDE TAKE-AWAY EXPERIENCES THAT REINFORCE LIFELONG LEARNING. PROCEEDS FROM THE MUSEUM STORE SUPPORT PUBLIC PROGRAMS OF THE MUSEUM. 8104239 true true false false false false false true false true true false false false true false false true false false false false false false true false false false false true false false false false false false false false true true false false false true true true false false true 77 0 true 144 true false false false false false true true false false false false X 37 37 false false false false false false false true true false false true true true true true false true true false X MARISE MCDERMOTT 2103571924 3801 BROADWAY SAN ANTONIO TX 78209 X MARK H METCALFE CHAIR 10.0 1.0 X X 0 0 0 DON GONZALES VICE CHAIR 10.0 1.0 X X 0 0 0 J J FEIK SECRETARY 10.0 1.0 X X 0 0 0 JACK STEIN TREASURER 10.0 1.0 X X 0 0 0 PEGGY W WALKER PAST CHAIR 2.0 1.0 X X 0 0 0 RYAN BERG COMMITTEE CHAIR 2.0 0.0 X 0 0 0 SAM DAWSON COMMITTEE CHAIR 2.0 0.0 X 0 0 0 WALTER EMBREY COMMITTEE CHAIR 2.0 0.0 X 0 0 0 TY GRIESENBECK COMMITTEE CHAIR 2.0 0.0 X 0 0 0 JACK JUDSON COMMITTEE CHAIR 2.0 0.0 X 0 0 0 MICHAEL J BOLNER AT LARGE 2.0 0.5 X 0 0 0 KATE ROGERS AT LARGE 2.0 0.0 X 0 0 0 EDDIE ALDRETE TRUSTEE 2.0 0.0 X 0 0 0 MARY ARNO TRUSTEE 2.0 0.0 X 0 0 0 CRAIG BROWNING TRUSTEE 2.0 0.0 X 0 0 0 JOHN EDWARDS TRUSTEE 2.0 0.0 X 0 0 0 DIRK ELMENDORF TRUSTEE 2.0 0.0 X 0 0 0 BETTY FELDMAN TRUSTEE 2.0 0.0 X 0 0 0 BRYAN GRUNDHOEFER TRUSTEE 2.0 0.0 X 0 0 0 JIM HALFF TRUSTEE 2.0 0.0 X 0 0 0 ESTEBAN LOPEZ TRUSTEE 2.0 0.0 X 0 0 0 DEBBIE MARINO TRUSTEE 2.0 0.0 X 0 0 0 MARY MARGARET MCALLEN TRUSTEE 2.0 0.0 X 0 0 0 SUSAN MOULTON TRUSTEE 2.0 0.0 X 0 0 0 LYNN MURPHY TRUSTEE 2.0 0.0 X 0 0 0 RYAN PAPE TRUSTEE 2.0 0.0 X 0 0 0 JUSTIN PEELER TRUSTEE 2.0 0.0 X 0 0 0 RICHARD PRIOR TRUSTEE 2.0 0.0 X 0 0 0 MATT PROFFITT TRUSTEE 2.0 0.0 X 0 0 0 MANUEL QUINONES TRUSTEE 2.0 0.0 X 0 0 0 LANE RIGGS TRUSTEE 2.0 0.0 X 0 0 0 EDWARD STEVES TRUSTEE 2.0 0.0 X 0 0 0 MARY WEST TRAYLOR TRUSTEE 2.0 0.0 X 0 0 0 AMY BANNER UPDEGROVE TRUSTEE 2.0 0.0 X 0 0 0 JILL VASSAR TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH WEST TRUSTEE 2.0 0.0 X 0 0 0 REED WILLIAMS TRUSTEE 2.0 0.0 X 0 0 0 MARISE MCDERMOTT PRESIDENT & CEO 60.0 2.5 X 201557 0 45440 SUE MILLICAN CFO 40.0 2.5 X 114385 0 8928 BEATRICE ABERCROMBIE VP OF ADMINISTRATIVE SVCS 40.0 0.0 X 79581 0 15094 RANDALL WEBSTER VP OF EXHIBITIONS 40.0 0.0 X 86153 0 7657 MICHAEL SPRAGUE VP OF FACILITIES 40.0 0.0 X 81777 0 7935 KIM BIFFLE VP OF EXTERNAL AFFAIRS 40.0 0.0 X 76529 0 7686 RALPH VOIGHT VP OF VISITOR EXPERIENCE 40.0 0.0 X 66029 0 20701 HEATHER RUSSO VP OF DEVELOPMENT 40.0 0.0 X 70681 0 13628 SARITA RODRIGUEZ VP OF PUBLIC PROGRAMS 40.0 0.0 X 69035 0 14442 845727 0 141511 4 false true false LAKE FLATO ARCHITECTS 311 THIRD STREET STE 200 SAN ANTONIO TX 78205 ARCHITECTURE 1495063 KUBIK MALTBIE INC 7000 COMMERCE PARKWAY STE C MOUNT LAUREL NJ 08054 EXHIBIT DESIGN 718421 GUIDO BROTHERS CONSTRUCTION 8526 VIDOR SAN ANTONIO TX 78216 CONSTRUCTION 601306 GALLAGER ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 EXHIBIT DESIGN 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Deposits Held 51570 51570 20138778 -230579 100270 213535 83226 20055552 31163 31163 20086715 9569123 100270 213535 313805 9255318 31163 31163 9286481 SCHEDULE D, PART III, LINE 1A OBJECTS FOR DISPLAY (COLLECTION) CONSIST PRIMARILY OF ITEMS OF HISTORICAL, ARTISTIC, SCIENTIFIC OR HUMANITIES SIGNIFICANCE. THE COLLECTION IS ESSENTIAL TO THE WITTE'S MISSION AND OBJECTS HELD FOR DISPLAY ARE NOT CAPITALIZED BY THE WITTE. THE WITTE HAS ESTABLISHED A COLLECTION PLAN AND POLICY AND STEWARDSHIP PROCEDURES FOR THE ACQUISITION, ACCESSION, DEACCESSION, LOAN AND CARE OF THE COLLECTION. PROCEEDS RECEIVED AS A RESULT OF ANY DEACCESSION ARE USED TO ACQUIRE AND CONSERVE OBJECTS HELD FOR DISPLAY. SCHEDULE D, PART III, LINE 4 THE EXEMPT PURPOSE: THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH INNOVATIVE EXHIBITIONS, PROGRAMS AND COLLECTIONS IN NATURAL HISTORY, SCIENCE AND SOUTH TEXAS HERITAGE. SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS ALLOWS FOR UNRESTRICTED USES, GENERAL PURPOSES, OPERATING COSTS, ITEM PURCHASES, EXHIBITIONS, EDUCATIONAL PURPOSES, RESEARCH AND MAINTENANCE COSTS DEPENDING ON WHICH FUND IS USED. SCHEDULE D, PART XI, LINE 2D Cost of goods sold netted with inventory sales per 990 but included with expenses per financials: $177,383 FUNDRAISING EXPENSES NETTED WITH REVENUE PER 990 BUT INCLUDED IN EXPENSES PER FINANCIALS: $36,152 __________ TOTAL: $213,535 SCHEDULE D, PART XII, LINE 2D Cost of goods sold netted with inventory sales per 990 but included with expenses per financials: $177,383 FUNDRAISING EXPENSES NETTED WITH REVENUE PER 990 BUT INCLUDED IN EXPENSES PER FINANCIALS: $36,152 __________ TOTAL: $213,535 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL TAX POSITION TO BE RECORDED OR DISCLOSED ON THE FINANCIAL STATEMENTS. GAME DINNER 596772 424775 171997 176646 7051 LUNCHEON 128300 118490 9810 17947 3984 1 23902 19683 4219 7208 748974 562948 186026 194593 18243 212836 -26810 X X X X X false false false false false false false false false MARISE MCDERMOTT PRESIDENT & CEO 201557 0 0 0 0 0 29713 0 15727 0 246997 0 Establishing Compensation A COMMITTEE REVIEWS THE PERFORMANCE AND CONTRACT FOR THE PRESIDENT & CEO. DATA IS OBTAINED FROM OTHER NON-PROFIT ORGANIZATIONS AND SIMILAR LOCAL AND NATIONAL NON-PROFIT OPERATING ENTITIES, WHICH INCLUDE NATIONAL MUSEUMS WITH COMPARABLE OPERATIONS, CAPITAL AND EXPANSION EXECUTION. THE INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION WITH THE RECOMMENDATION FOR THE SALARY AND CONTRACT FOR THE PRESIDENT & CEO. THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CONTRACT IS REVIEWED ANNUALLY. THE REVIEW OF THE CONTRACT WAS PERFORMED IN AUGUST 2014 FOR FISCAL YEAR 2015. (THE CONTRACT IS OCTOBER 2013 - SEPTEMBER 2016). X 384 X 3 598617 MARKET VALUE X 86 X 37 X SILENT AUCTION DONATIONS 154 31246 AMOUNT SOLD X Archives 2844 0 MARKET VALUE X Live Auction Donations 27 65000 Amount Sold X CATERING AND EVENTS 21 100270 AMOUNT SOLD 2 false true true SCHEDULE M, PART I, LINE 32B THIRD PARTIES HAVE BEEN HIRED TO SELL DEACCESSIONED ITEMS IN THE MUSEUM'S COLLECTION THAT MEET AT LEAST ONE OF THE FOLLOWING CRITERIA: 1) IT IS NOT IN KEEPING WITH THE MISSION, GOALS AND COLLECTION PLAN OF THE WITTE MUSEUM; 2) IT IS NOT USEFUL FOR RESEARCH, EXHIBITION, OR EDUCATIONAL PROGRAMS IN THE FORESEEABLE FUTURE; 3) ITS CONDITION PREVENTS ITS USE OR POSES A THREAT TO OTHER ITEMS IN THE COLLECTION OR THE PEOPLE WHO CARE FOR THEM; 4) IT CANNOT BE ADEQUATELY STORED OR CARED FOR; 5) IT IS A DUPLICATE OR THERE ARE BETTER EXAMPLES OF IDENTICAL OR SIMILAR ITEMS IN THE COLLECTION; 6) IT LACKS AUTHENTICITY OR IS SO LACKING IN DOCUMENTATION THAT ITS VALUE FOR SCHOLARSHIP OR PUBLIC EDUCATION IS COMPROMISED; 7) DEACCESSIONING AND REPATRIATION ARE REQUIRED IN FULFILLMENT OF THE REQUIREMENTS OF NAGPRA AND ANY OTHER RELEVANT GOVERNMENTAL LAWS OR ACTS. SCHEDULE M, PART I, LINE 33 THE WITTE MUSEUM DOES NOT CAPITALIZE ITS OBJECTS FOR DISPLAY. IT IS THE POLICY OF THE WITTE MUSEUM TO REQUIRE THAT PROCEEDS FROM SALES OF OBJECTS FOR DISPLAY BE USED TO ACQUIRE AND CONSERVE OTHER OBJECTS FOR DISPLAY, OR TO RETIRE THE DEBT INCURRED TO ACQUIRE DISPLAYED OBJECTS. BOTH DONATED AND PURCHASED OBJECTS HELD FOR DISPLAY ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION AS REQUIRED BY THE UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. FORM 990, PART VI, SECTION B, LINE 11B THE WITTE MUSEUM'S PRESIDENT AND CEO, CFO AND VICE PRESIDENT OF ADMINISTRATIVE SERVICES REVIEW THE FORM 990 IN DRAFT FORM. IF CHANGES TO THE DRAFT ARE NECESSARY, THE CHANGES ARE COMPLETED PRIOR TO THE PRINTING OF THE FINAL FORM 990. THE FINAL FORM 990 IS AVAILABLE FOR REVIEW IN PAPER FORM, BY THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE WITTE MUSEUM'S BYLAWS CONTAIN A CONFLICT OF INTEREST POLICY. THE BYLAWS ARE REVIEWED ANNUALLY TO MONITOR COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE REVIEWS THE PERFORMANCE AND CONTRACT FOR THE PRESIDENT AND CEO. DATA IS OBTAINED FROM OTHER NON-PROFIT ORGANIZATIONS AND SIMILAR LOCAL AND NATIONAL NON-PROFIT OPERATING ENTITIES, WHICH INCLUDE NATIONAL MUSEUMS WITH COMPARABLE OPERATIONS, CAPITAL AND EXPANSION EXECUTION. THE INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION WITH THE RECOMMENDATION FOR THE SALARY AND CONTRACT FOR THE PRESIDENT AND CEO. THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CONTRACT IS REVIEWED ANNUALLY. THE REVIEW OF THE CONTRACT WAS PERFORMED IN AUGUST 2014 FOR FISCAL YEAR 2015. (THE CONTRACT IS OCTOBER 2013 - SEPTEMBER 2016). FORM 990, PART VI, SECTION B, LINE 15B THE PRESIDENT AND CEO REVIEWS THE PERFORMANCE AND COMPENSATION DATA FOR ALL OFFICERS. TOTAL COMPENSATION IS APPROVED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE WITTE MUSEUM MAKES ANY DOCUMENTS SUBJECT TO OPEN RECORD REQUIREMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACT SERVICES TOTAL $1,184,461 IN THE STATEMENT OF FUNCTIONAL EXPENSES AND ARE CATEGORIZED AS OTHER EXPENSES. The Witte Foundation 3801 Broadway San Antonio TX 78209 742755365 See Part VII TX 501(C)(3) 11A WITTE MUSEUM true The Witte Title Holding Company 3801 Broadway San Antonio TX 78209 460887994 See part VII TX 501(C)(3) 11A WITTE MUSEUM true false false false true false false false false false false true false false true true false false true false THE WITTE TITLE HOLDING COMPANY D 10760000 LOAN BALANCE THE WITTE TITLE HOLDING COMPANY D 2180808 LOAN BALANCE THE WITTE FOUNDATION D 1536978 LOAN BALANCE THE WITTE FOUNDATION D 240479 LOAN BALANCE THE WITTE TITLE HOLDING COMPANY K 273000 CASH Form 990, Sch R, Part II, Line 1 Provides support to the witte museum by overseeing the investment of funds and distributing investment income. Form 990, Sch R, Part II, Line 2 Holds title to the B. Naylor Morton Research and Collections Center.