2015-08-18T11:57:02-05:00 2014-09-30 BKD LLP 10001 REUNION PLACE SUITE 400 SAN ANTONIO TX 782164137 990 2013-10-01 741400537 THE WITTE MUSEUM % MARISE MCDERMOTT WITT 2103571900 3801 BROADWAY Suite SAN ANTONIO TX 782096396 MARISE MCDERMOTT PRESIDENT AND CEO 2103571924 2015-08-15 true John R Bruce CPA P00083353 2103571924 2013 2016-04-25 22:37:26Z MARISE MCDERMOTT PRESCEO 3801 BROADWAY SAN ANTONIO TX 782096396 30458342 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. 32 32 147 136 0 14492984 24686625 2573789 1552845 252084 819730 733258 593022 18052115 27652222 0 0 0 0 3463681 3713834 0 0 896107 3976334 4601658 7440015 8315492 10612100 19336730 33819944 53155862 3670238 4191115 30149706 48964747 X THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. false false 4091254 1476455 IN THE FISCAL YEAR 2013/2014, ABOUT 323,682 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS, AND SPECIAL EVENTS, OF WHICH 123,000 WERE CHILDREN AND 60,953 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, AND TAKE IT TO THE RIVER. DURING 2014, THE PERMANENT EXHIBIT, THE H-E-B TREEHOUSE, WAS CLOSED AND THE BUILDING NOW HOUSES THE H-E-B- BODY ADVENTURE. THE CHANGING EXHIBITIONS INCLUDED THE WORLD THROUGH MAGIC LATERNS, PORFIRIO SALINAS: CAPTURING SOUTH TEXAS ON CANVAS, CSI: THE EXPERIENCE, ALIEN WORLDS AND ANDROIDS, JFK IN SA, MAXIMILIAN AND CARLOTA: LAST EMPIRE OF MEXICO, JULIAN ONDERDONK IN NEW YORK: THE LOST YEARS, THE LOST WORKS, FAIRYTALE FIESTA, PATRIOTISM AND PAGEANTRY: FIESTA HONORS THE MILITARY, GROSSOLOGY: THE (IMPOLITE) SCIENCE OF THE HUMAN BODY, AND TWO WOMEN LOOK WEST: PHOTOGRAPHS OF KING RANCH BY HELEN C. KLEBERG AND TONI FRISSELL. 2916914 76390 PUBLIC PROGRAMS AT THE WITTE MUSEUM INCLUDED 2,501 EVENTS. THESE EVENTS INCLUDED SCIENCE, NATURAL HISTORY, AND OUTREACH PROGRAMS. APPROXIMATELY 80,571 CHILDREN AND ADULTS ATTENDED THESE PROGRAMS. THE PUBLIC PROGRAMS INCLUDE GALLERY THEATER, STUDENT WORKSHOPS, DEMONSTRATIONS AND LECTURES. 140124 202610 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. 7148292 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 true false false false true true true false false false true true true false false true 66 0 true 147 true false false false false false true true false false false false X 32 32 true 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 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 JJ 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 0 0 0 JACK JUDSON COMMITTEE CHAIR 2.0 0.0 X 0 0 0 SAM DAWSON COMMITTEE CHAIR 2.0 0.0 X 0 0 0 RYAN BERG COMMITTEE CHAIR 2.0 0.0 X 0 0 0 WALTER EMBREY COMMITTEE CHAIR 2.0 0.0 X 0 0 0 GARY CHAMBERS COMMITTEE CHAIR 2.0 0.0 X 0 0 0 PAM CHAMBERS COMMITTEE CHAIR 2.0 0.0 X 0 0 0 DICK TIPS COMMITTEE CHAIR 2.0 0.0 X 0 0 0 KRISTIN TIPS COMMITTEE CHAIR 2.0 0.0 X 0 0 0 RANDY W PETROSKY AT LARGE 2.0 0.0 X 0 0 0 MICHAEL J BOLNER AT LARGE 2.0 0.0 X 0 0 0 KATE ROGERS AT LARGE 2.0 0.0 X 0 0 0 MARY MARGARET AMBERSON 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 CECE GRIFFIN TRUSTEE 2.0 0.0 X 0 0 0 JAMES GRIFFIN TRUSTEE 2.0 0.0 X 0 0 0 JIM HALFF TRUSTEE 2.0 0.0 X 0 0 0 DEBBIE MARINO TRUSTEE 2.0 0.0 X 0 0 0 WHITNEY SOLCHER MILLER TRUSTEE 2.0 0.0 X 0 0 0 SUSAN MOULTON TRUSTEE 2.0 0.0 X 0 0 0 RYAN PAPE TRUSTEE 2.0 0.0 X 0 0 0 SUSAN PAPE TRUSTEE 2.0 0.0 X 0 0 0 JUSTIN PEELER TRUSTEE 2.0 0.0 X 0 0 0 MANUEL QUINONES TRUSTEE 2.0 0.0 X 0 0 0 AMY BANNER SARALEGUI TRUSTEE 2.0 0.0 X 0 0 0 EDWARD STEVES TRUSTEE 2.0 0.0 X 0 0 0 JILL VASSAR TRUSTEE 2.0 0.0 X 0 0 0 LANE RIGGS TRUSTEE 2.0 0.0 X 0 0 0 MARISE MCDERMOTT PRESIDENT & CEO 60.0 2.5 X 178300 0 20571 SUE MILLICAN CFO 40.0 2.5 X 100555 0 8932 BEATRICE ABERCROMBIE VP OF ADMINISTRATIVE SVCS 40.0 0.0 X 77764 0 14261 RANDALL WEBSTER VP OF EXHIBITIONS 40.0 0.0 X 77263 0 12945 MICHAEL SPRAGUE VP OF FACILITIES 40.0 0.0 X 79483 0 7701 KIM BIFFLE VP OF EXTERNAL AFFAIRS 40.0 0.0 X 72038 0 7746 RALPH VOIGHT VP OF VISITOR EXPERIENCE 40.0 0.0 X 64556 0 19955 HEATHER RUSSO VP OF DEVELOPMENT 40.0 0.0 X 66710 0 12764 716669 0 104875 2 false true false LAKEFLATO ARCHITECTS INC 311 THIRD ST STE 200 SAN ANTONIO TX 78205 ARCHITECTURE 1165149 METROPOLITAN CONTRACTING COMPANY LL 990 ISOM SAN ANTONIO TX 78216 CONSTRUCTION 1069742 GUIDO BROTHERS CONSTRUCTION 8526 VIDOR SAN ANTONIO TX 78216 CONSTRUCTION 785199 KUBIK MALTBIE 7000 COMMERCE PARKWAY STE C MOUNT LAUREL NJ 08054 EXHIBITION DESIGN 606506 GALLAGHER ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 EXHIBITION DESIGN 265722 11 0 376247 494944 0 484780 23330654 0 24686625 ADMISSIONS 900099 1476455 1476455 TUITION 611710 76390 76390 1552845 157093 157093 0 0 551918 216426 335492 0 335492 335492 2851140 2188502 2 662638 -2 662637 662637 173399 494944 207799 -34400 -34400 0 396001 193391 202610 202610 Miscellaneous Income 900099 89320 89320 89320 27652222 1755455 1210142 0 0 0 0 801353 682599 27582 91172 0 2584361 2201379 88951 294031 75436 64257 2596 8583 0 252684 215238 8697 28749 0 0 0 0 0 0 780552 664880 26866 88806 328179 279545 11296 37338 842052 717266 28983 95803 0 0 708601 603592 24389 80620 123195 104939 4240 14016 0 0 70408 59974 2423 8011 0 786598 670030 27074 89494 471984 402040 16245 53699 EXHIBITION EXPENSES 439237 439237 0 0 MEMBERSHIP FEES 21532 18341 741 2450 Other - less than 5% of total 29320 24975 1010 3335 8315492 7148292 271093 896107 334323 653849 704107 1798936 11418130 25994149 164200 222417 0 0 0 0 7692524 7692524 156100 200276 267373 88901 21002179 8581034 8204930 12421145 3509688 3632598 0 0 0 0 0 0 1368569 451067 33819944 53155862 1382345 1327861 0 0 347290 451970 0 0 0 0 0 500000 1848872 1844089 0 0 91731 67195 3670238 4191115 X 12686424 17033009 13464344 27932800 3998938 3998938 30149706 48964747 33819944 53155862 19336730 -411293 -110396 X false true X true false X 6400654 5519239 4779306 14492984 24686625 55878808 0 0 6400654 5519239 4779306 14492984 24686625 55878808 15510135 40368673 326977 302635 355598 650643 699269 2335122 0 93485 98590 164228 201814 262719 820836 59034766 0.68381 0.86910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 4294354 299914 269323 4324945 4286303 1000 348777 341726 4294354 3669295 417711 410977 211680 4286303 3219583 535464 -66357 19395 3669295 3210193 1092 182069 173771 3219583 0.00033 0.92462 0.07505 true false 9088451 3130892 5957559 1992959 858326 1134633 9920769 4591816 5328953 12421145 0 DEPOSITS HELD 67195 67195 27434322 -411293 193393 -217900 27652222 27652222 8619281 110396 193393 303789 8315492 8315492 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 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. Form 990, Sch D, Part XI, Line 2D COSTS OF GOODS SOLD NETTED WITH REVENUE per 990 but included with expenses per financials $193,391 Loss recorded as expense on financials, but netted against other gain/loss on form 990 $2 _________ Total $193,393 Sch. D, part xii, line 2d Cost of goods sold netted with against inventory sales per 990 but incuded with expenss per financials $193,391 Loss recorded as expense on financials, but netted against other gain/loss on form 990 $2 __________ Total $193,393 Form 990, Sch. D, Part III, Line 4 THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH INNOVATIVE EXHIBITIONS, PROGRAMS AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. Game Dinner 631283 462622 168661 0 0 0 176185 0 19071 Boot Scoot 37060 32322 4738 0 0 0 12543 0 0 0 0 0 0 0 0 0 0 0 0 668343 494944 173399 0 0 0 188728 0 19071 207799 -34400 X X X X X false false false false false false false false false MARISE MCDERMOTT PRESIDENT & CEO 178300 0 0 0 0 0 6114 0 14457 0 198871 0 0 0 Form 990, Sch J, Part I, Line 3 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 2013 FOR FISCAL YEAR 2014. (THE CONTRACT IS OCTOBER 2013 - SEPTEMBER 2016). John Feik Father of Officer CAPITAL X 500000 500000 false true true 500000 X 18 0 X 114 0 X CATERING & EVENTS 26 110396 MARKET VALUE X Archives 99 0 0 X Live Auction Donations 23 65250 Amount Sold X Silent Auction Donations 121 28342 Amount Sold 4 false true false Form 990, Sch M, Part I, Question 33 THE WITTE DOES NOT CAPITALIZE ITS OBJECTS FOR DISPLAY. IT IS THE POLICY OF THE WITTE 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 & 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 & 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 2013 FOR FISCAL YEAR 2014. (THE CONTRACT IS OCTOBER 2013 - SEPTEMBER 2016). FORM 990, PART VI, SECTION B, LINE 15B THE PRESIDENT & 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 VI, Line 2 the following people have a spousal relationship: Gary and Pam Chambers Dick and Kristen Tips Cece and James Griffin The Witte Foundation 3801 Broadway San Antonio TX 78209 742755365 See Part VII TX 501(C)(3) 11A NA false The Witte Title Holding Company 3801 Broadway San Antonio TX 78209 460887994 See part VII TX 501(C)(3) 11A NA false false false false true false false false false true true true false false true true false false true false 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.