2015-11-02T14:45:23-06:00 2015-06-30 341667340 PACKER THOMAS 325 EAST WASHINGTON STREET NEW CASTLE PA 16101 990 2014-07-01 340748495 BUTLER INSTITUTE OF AMERICAN ART BUTL 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 DR LOUIS ZONA EXECUTIVE DIRECTOR 3307431107 2015-10-15 1 JOSEPH GABRIEL P00595382 7246572880 2014 2016-04-25 22:37:26Z DR LOUIS ZONA 524 WICK AVENUE YOUNGSTOWN OH 44502 23501120 0 X WWW.BUTLERART.COM X 1919 OH TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 33 32 31 158 0 0 2471239 2607363 68601 42008 3102132 3132886 79546 98082 5721518 5880339 0 0 0 0 1027203 1123389 0 0 158083 1425716 1479925 2452919 2603314 3268599 3277025 70281908 72469950 112628 247350 70169280 72222600 TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION. 0 0 670678 62745 ART COLLECTIONS 760613 18518 ART EXHIBITS 177824 23490 EDUCATIONAL PROGRAMS 1609115 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 19 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OH X AMY KAUFMAN 3307431107 524 WICK AVENUE YOUNGSTOWN OH 44502 VINCENT BACON TRUSTEE 1.00 X 0 0 0 DANIEL TIDRICK TRUSTEE 1.00 X 0 0 0 WILLIAM BUCHMAN SECRETARY 1.00 X X 0 0 0 JOHN A ANDERSON TRUSTEE 1.00 X 0 0 0 DR DEAN BALL TRUSTEE 1.00 X 0 0 0 WILLIAM J BRESNAHAN TRUSTEE 1.00 X 0 0 0 THOMAS J CAVALIER TREASURER 1.00 X X 0 0 0 JOE DICKEY JR TRUSTEE 1.00 X 0 0 0 DR JOHN L DUNNE VICE PRESIDENT 1.00 X X 0 0 0 ERLE FLAD TRUSTEE 1.00 X 0 0 0 DOUGLAS LUMSDEN TRUSTEE 1.00 X 0 0 0 JOAN MILSOM TRUSTEE 1.00 X 0 0 0 RICHARD G MOORE TRUSTEE 1.00 X 0 0 0 BISHOP GEORGE V MURRY TRUSTEE 1.00 X 0 0 0 JAN TRAVAGLINI TRUSTEE 1.00 X 0 0 0 JEFFERY D WILLIAMS TRUSTEE 1.00 X 0 0 0 BART GILMORE TRUSTEE 1.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 X 0 0 0 JOHN MACINTOSH TRUSTEE 1.00 X 0 0 0 NICHOLAS ZENNARIO PRESIDENT 1.00 X X 0 0 0 DR SALVATORE C APICELLA TRUSTEE 1.00 X 0 0 0 TAZIM N JAFFER TRUSTEE 1.00 X 0 0 0 JOSEPH RUDINEC TRUSTEE 1.00 X 0 0 0 TED SCHMIDT TRUSTEE 1.00 X 0 0 0 ATTY NED C GOLD JR TRUSTEE 1.00 X 0 0 0 DAVID J KOSTOLANSKY TRUSTEE 1.00 X 0 0 0 ROBERT SAVAGE TRUSTEE 1.00 X 0 0 0 FRANKLIN S BENNETT JR TRUSTEE 1.00 X 0 0 0 DR JAMES BRODELL TRUSTEE 1.00 X 0 0 0 DR DEAN ECONOMUS TRUSTEE 1.00 X 0 0 0 DR NORTON GERMAN TRUSTEE 1.00 X 0 0 0 CATHERINE POWERS TRUSTEE 1.00 X 0 0 0 DR GARY BITONTE TRUSTEE 1.00 X 0 0 0 DR LOUIS ZONA EXECUTIVE DIRECTOR 40.00 X 112500 0 0 112500 0 0 1 0 0 0 DAVIS INTERNATIONAL INC 1155 MEADOWBROOK AVENUE YOUNGSTOWN OH 44512 CONSTRUCTION 269412 1 36289 452429 2118645 963572 2607363 INSTRUCTIONAL/EXHIBIT FEES 900099 42008 42008 42008 1291544 1291544 113140 109200 3940 3940 3940 19271203 17429861 1841342 1841342 1841342 90657 55320 35337 35337 71849 26400 45449 45449 MISCELLANEOUS REVENUE 900099 13356 13356 13356 5880339 104753 0 3168223 112500 56250 45000 11250 710119 355060 284047 71012 41957 20979 16782 4196 197088 98544 78835 19709 61725 30863 24690 6172 2562 2562 62638 19560 43078 160906 160906 34373 34373 71517 10728 53638 7151 35779 33991 1788 416870 357434 20843 38593 6622 6622 394699 351283 43416 93282 83954 9328 FREIGHT AND SHIPPING 56080 56080 EXHIBITS EXPENSE 42165 42165 EDUCATION EXPENSE 28693 27260 1433 PRINTING EXPENSE 25346 24080 1266 48393 34262 14131 2603314 1609115 836116 158083 158488 244454 2274874 1036942 239294 131097 235010 184479 17188 17767 29301 14357 15756265 8166345 7036405 7589920 41465868 43440804 18825480 19810130 70281908 72469950 85840 230104 26788 17246 112628 247350 X 62250543 64272213 3301377 3333027 4617360 4617360 70169280 72222600 70281908 72469950 3277025 -1223705 0 X X 0 1 X 1 0 X 1888073 1121001 1400938 1147254 1957363 7514629 1888073 1121001 1400938 1147254 1957363 7514629 1064115 6450514 708346 755748 783272 990468 1291544 4529378 180402 201964 91892 67591 95142 636991 12680998 396095 0.50870 0.49920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 16,072. 2011 AMOUNT: $ 14,866. 2012 AMOUNT: $ 27,018. 2013 AMOUNT: $ 1,600. 2014 AMOUNT: $ 13,356. SPECIAL EVENTS - 2010 AMOUNT: $ 57,611. 2011 AMOUNT: $ 102,369. 2012 AMOUNT: $ 31,424. 2013 AMOUNT: $ 25,510. 2014 AMOUNT: $ 36,337. SALE OF INVENTORY - 2010 AMOUNT: $ 106,719. 2011 AMOUNT: $ 84,729. 2012 AMOUNT: $ 33,450. 2013 AMOUNT: $ 40,481. 2014 AMOUNT: $ 45,449. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 880000 19810130 X X X X 0 36884304 783436 181908 37485832 32414040 4920648 450384 36884304 28928923 1000000 2987433 502316 32414040 28914115 167111 152303 28928923 24635046 4750799 471730 28914115 0.82780 0.12320 0.04900 0 0 55000 55000 13535325 6584809 6950516 293746 97481 196265 1872194 1484055 388139 7589920 ART COLLECTION 19810130 19810130 4847554 -1223705 109200 81720 -1032785 5880339 0 5880339 2794234 109200 81720 190920 2603314 0 2603314 PART III, LINE 4: SINCE 1919, THE BUTLER INSTITUTE HAS BEEN COMMITTED TO THE PROMOTION AND CULTIVATION OF AESTHETIC VALUES BY COLLECTING AND EXHIBITING WORKS OF PROMINENT AMERICAN ARTISTS. THE MUSEUM'S HOLDINGS NOW NUMBER OVER 18,000 WORKS OF ART: PAINTINGS, WORKS ON PAPER, SCULPTURE, CERAMICS, PHOTOGRAPHS, AND PIECES IN SPECIAL COLLECTIONS. THE PERMANENT COLLECTION IS EXHIBITED IN HISTORICAL SEQUENCE THROUGHOUT THE NINE FIRST FLOOR GALLERIES OF THE INSTITUTE. THE SECOND FLOOR GALLERIES SURROUNDING BEECHER COURT ARE USED FOR SPECIAL EXHIBITIONS OF THE COLLECTION, BASED ON TOPICAL OR HISTORIC THEMES. THE MUSEUM'S ARCHIVAL DOCUMENTS REPRESENT PRIMARY SOURCE MATERIAL RELATING TO THE FOUNDING, ACQUISITION, AND GROWTH OF THE INSTITUTE'S COLLECTIONS. THESE PRIMARY SOURCE MATERIALS INCLUDE HOLOGRAPH LETTERS FROM ARTISTS, COLLECTORS, GALLERY OWNERS, AND THE STAFF OF THE BUTLER INSTITUTE OF AMERICAN ART. THE PERMANENT COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, AND THE HISTORIC STRUCTURE. ALL OBJECTS IN THE PERMANENT COLLECTION ARE ACCESSED AND FOLLOW ACCEPTED PRACTICES FOR ACQUISITION. ARTISTS' FILES CONSIST OF LETTERS, PHOTOGRAPHS, EXHIBITION RECORDS, PUBLICATION HISTORY AND PROVENANCE, AND RELATE TO SPECIFIC OBJECTS IN THE COLLECTION. THE ARCHIVE CONSISTS OF EXHIBITION CATALOGS, PUBLIC RELATIONS FILES, AND PRIMARY SOURCE MATERIAL RELATED TO THE CONSTRUCTION OF THE HISTORIC STRUCTURE. THE ARCHIVES ARE ACCESSIBLE TO MUSEUM STAFF ONLY. SELECTED ITEMS HAVE BEEN DIGITIZED FOR WEB AND KIOSK USE. THE COLLECTION IS DIRECTLY RELATED TO THE EDUCATIONAL PURPOSE OF THE MUSEUM. THE COLLECTION IS DISPLAYED FOR PUBLIC VIEWING AND IS DIRECTLY USED IN THE EDUCATIONAL PROGRAMS OFFERED BY THE MUSEUM'S EDUCATION DEPARTMENT. THE MUSEUM OFFERS SIGNIFICANT ACCESS TO THE COLLECTION FOR THE PUBLIC THROUGH REGULAR OPEN HOURS, A FREE ADMISSION POLICY, DETAILED MATERIAL DESCRIBING THE COLLECTION, AND SIGNIFICANT PROMOTION OF THE MUSEUM. PART V, LINE 4: THE PURPOSES OF THE ENDOWMENT ARE TO ADVOCATE THE APPRECIATION OF ART TO THE MUSEUM'S MEMBERS AND TO THE COMMUNITY. THE OBJECTIVE OF THE UNDERLYING INVESTMENTS WITHIN THE ENDOWMENT FUNDS IS TO ALLOW FOR PRINCIPAL PRESERVATION, GROWTH OF PRINCIPAL, AND TO PROVIDE AN INCOME STREAM FOR USES OF THE MUSEUM. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES AMERICAN HOLIDAY 62780 62780 33734 AUCTION 27877 27877 10888 90657 90657 44622 44622 46035 DOUGLAS LUMSDEN TRUSTEE 269412 THE COMPANY OF WHICH DOUGLAS LUMSDEN IS PRESIDENT (DAVIS INTERNATIONAL, INC.) WAS CONTRACTED TO REPLACE THE ELEVATOR AND TO CONSTRUCT THE BUTLER NORTH GALLERY. 0 X 25 880000 APPRAISED VALUE X 1 83572 FMV 3 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE BEING SIGNED BY THE EXECUTIVE DIRECTOR, DR. LOUIS ZONA. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO NEW BOARD MEMBERS AND STAFF AND IS DISCUSSED IN BOARD AND STAFF MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.