2014-11-13T06:58:42-06:00 2013-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2013-01-01 311139447 EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART INC EITE 3176369378 500 W WASHINGTON ST INDIANAPOLIS IN 46204 JOHN VANAUSDALL PRESIDENT AND CEO 3176369378 2014-11-11 1 SCOTT A SCHUSTER P00019243 3175802000 2014-11-10 2013 2015-11-30 17:44:51Z JOHN VANAUSDALL 500 W WASHINGTON ST INDIANAPOLIS IN 46204 29646545 0 X WWW.EITELJORG.ORG X 1985 IN TO INSPIRE AN APPRECIATION AND UNDERSTANDING OF THE ART, HISTORY AND CULTURES OF THE AMERICAN WEST AND THE INDIGENOUS PEOPLES OF NORTH AMERICA. THE EITELJORG MUSEUM COLLECTS AND PRESERVES WESTERN ART AND NATIVE AMERICAN ART AND CULTURAL OBJECTS OF THE HIGHEST QUALITY, AND SERVES THE PUBLIC THROUGH ENGAGING EXHIBITIONS, EDUCATIONAL PROGRAMS, CULTURAL EXCHANGES, AND ENTERTAINING SPECIAL EVENTS. 34 34 77 430 0 0 7314717 4708331 410486 490751 1775692 1976752 541452 685642 10042347 7861476 0 125000 0 0 3411312 3503676 0 0 490129 5233793 5277283 8645105 8905959 1397242 -1044483 66868422 68300672 23027935 22314240 43840487 45986432 X TO INSPIRE AN APPRECIATION AND UNDERSTANDING OF THE ART, HISTORY AND CULTURES OF THE AMERICAN WEST AND THE INDIGENOUS PEOPLES OF NORTH AMERICA. THE EITELJORG MUSEUM COLLECTS AND PRESERVES WESTERN ART AND NATIVE AMERICAN ART AND CULTURAL OBJECTS OF THE HIGHEST QUALITY, AND SERVES THE PUBLIC THROUGH ENGAGING EXHIBITIONS, EDUCATIONAL PROGRAMS, CULTURAL EXCHANGES, AND ENTERTAINING SPECIAL EVENTS. 0 0 6356288 125000 EXHIBITIONS 2013 EXHIBITIONS GUITARS! ROUNDUPS TO ROCKERS (MARCH, 2013 - AUGUST, 2013) FOCUSED ON GUITARS IN THE WEST FROM THE LATE 18TH CENTURY TO THE PRESENT. IT LOOKED AT THE DIVERSITY OF INSTRUMENTS, MUSICAL STYLES AND GENRES: JIMI HENDRIX, ROY ROGERS, CARLOS SANTANA, THE VENTURES, AND HUNDREDS MORE, WERE REPRESENTED. IN SPRING 2013, 14 IMAGES BY CREE PHOTOGRAPHER RICHARD THROSSEL (1882-1933) WERE FEATURED IN THE PULLIAM GALLERY OF PHOTOGRAPHY. THROSSEL SPENT A SIGNIFICANT PORTION OF HIS CAREER ON THE CROW RESERVATION IN MONTANA IN THE EARLY PART OF THE 20TH CENTURY. HE STUDIED PAINTING WITH ARTIST JOSEPH SHARP, AND PHOTOGRAPHY WITH EDWARD CURTIS. THIS EXHIBITION WAS DRAWN FROM A COLLECTION THAT WAS A RECENT GIFT TO THE EITELJORG. THE EIGHTH ANNUAL QUEST FOR THE WEST (SEPTEMBER - OCTOBER, 2013) FEATURED WORK BY SOME OF THE BEST LIVING WESTERN REALISTS IN THE COUNTRY. MOST OF THE PARTICIPATING ARTISTS CAME TO THE SALE AND WEEKEND QUEST ACTIVITIES, WHICH INCLUDED LECTURES, ARTIST PANELS, ARTIST DEMONSTRATIONS, AND OTHER ACTIVITIES. THE EITELJORG'S WESTERN ART SOCIETY WORKED CLOSELY WITH ARTISTS AND STAFF TO KEEP THE PROGRAM APPEALING TO PATRONS. THE COMPANION EXHIBITION, QUEST ARTIST OF DISTINCTION, (SEPTEMBER - NOVEMBER, 2013) WAS PRESENTED IN THE PAUL GALLERY, AND IT FEATURED A ONE-PERSON EXHIBITION OF AN ARTIST OF DISTINCTION FROM THE PREVIOUS YEAR'S QUEST. IN 2013, SCULPTOR JOHN COLEMAN WAS THE ARTIST OF DISTINCTION. THESE POPULAR EXHIBITIONS APPEAL TO SUPPORTERS, ARE GREAT FOR CONNECTING WITH COLLECTORS NATIONWIDE AND INCREASING QUEST REGISTRATION. THE EITELJORG CONTEMPORARY ART FELLOWSHIP (NOVEMBER, 2013 - JANUARY, 2014; ESTABLISHED IN 2001) HAS RECEIVED NATIONAL RECOGNITION AND IS THE OLDEST, LARGEST AND MOST DISTINCTIVE PROGRAM OF ITS KIND ACTIVELY ENGAGING CONTEMPORARY NATIVE AMERICAN ARTISTS, SUPPORTING THEIR PROFESSIONAL DEVELOPMENT, AND HELPING THEIR WORK TO BE EMBRACED BY THE LARGER WORLD OF FINE ARTS. THE FELLOWSHIP AWARDS GIFTS TO FIVE ARTISTS TO FURTHER DEVELOP THEIR ARTISTIC CAREERS. AT THE END OF EACH BIENNIAL, THE MUSEUM HOSTS AN EXHIBITION OF THE FELLOWS' WORK, PUBLISHES A CATALOG AND PURCHASES ART FROM EACH ARTIST FOR ITS PERMANENT COLLECTION, WHICH IS CONSIDERED THE PREEMINENT COLLECTION OF CONTEMPORARY NATIVE ART IN THE WORLD. 67620 PUBLIC PROGRAMSTHE EITELJORG MUSEUM HAS MANY EDUCATIONAL AND PUBLIC PROGRAMS INCLUDING ARTISTS IN RESIDENCE (AIR) WHICH ARE VISUAL AND PERFORMING NATIVE ARTISTS, STORYTELLERS AND TRADITIONAL CULTURE BEARERS FROM ACROSS THE UNITED STATES AND CANADA. THEIR MONTH- AND WEEK-LONG RESIDENCIES ARE SPENT ON-SITE AND IN THE COMMUNITY. THEY TIE IN TO PUBLIC PROGRAMS AND SPECIAL EVENTS INCLUDING INDIAN MARKET & FESTIVAL, WESTFEST, WOMEN IN ART MARKET, WINTER MARKET, KAYA DAY, BEAD BONANZA, GARDEN DAY, NAVAJO DAY, MIAMI DAY, DELAWARE DAY, NATIVE AMERICAN DRUM CIRCLE, LAS POSADAS, AND INDIANAPOLIS' CANAL FAMILY FEST. ARTISTS IN RESIDENCE COMBINED WITH OUTREACH, MULTIMEDIA COMPONENTS, TRANSPORTATION AND MUSEUM VISITS COMPOSE THE EITELJORG ARTISTS ENGAGING COMMUNITY (EAEC) PROGRAM, IN WHICH CULTURALLY-DIVERSE NATIVE AMERICAN ARTISTS GO BEYOND THE WALLS OF THE MUSEUM, TAKING THE ARTISTS-IN-RESIDENCE PROGRAMS TO UNDERSERVED AUDIENCES IN CENTRAL INDIANA. THIS PROGRAM IS A PARTNERSHIP BETWEEN THE MUSEUM AND COMMUNITY-BASED ORGANIZATIONS THAT SERVE STRUGGLING NEIGHBORHOODS. PARTNERS INCLUDE INDIANAPOLIS PUBLIC SCHOOLS, OTHER SCHOOLS, COMMUNITY ORGANIZATIONS, COMMUNITY CENTERS AND CLUBS. 338101 FESTIVALS AND EVENTS THE EITELJORG MUSEUM DOES SEVERAL FESTIVALS AND EVENTS. BUCKAROO BASH IS THE EITELJORG MUSEUM'S ANNUAL PREMIER FUNDRAISING EVENT. IT IS AN EVENING OF WESTERN FUN, MUSIC, FOOD, AND LIVE AUCTIONS AND PRIZES WHICH BENEFIT THE MUSEUM'S EDUCATIONAL OUTREACH PROGRAMS, ANNUALLY SERVING MORE THAN 20,000 STUDENTS. THE MUSEUM'S AUXILIARY, ADOBE SOCIETY, IS RESPONSIBLE FOR THIS EVENT. INDIAN MARKET - THE TWO-DAY INDIAN MARKET AND FESTIVAL (JUNE 22-24, 2013), THE EITELJORG'S LARGEST PUBLIC EVENT, FEATURED JURIED ART FOR SALE BY THE TOP NATIVE AMERICAN ARTISTS AND STORYTELLERS, MUSICIANS, DANCERS, FOODS, ACTIVITIES AND DEMONSTRATIONS, EXPANDING ITS APPEAL BEYOND COLLECTORS. 2013'S IM&F FEATURED SHELLEY MORNINGSONG (MUSICIAN) AND HER HUSBAND, FABIAN FONTENELLE, WORLD RENOWNED MEN'S NORTHERN TRADITIONAL DANCER, STORYTELLER AND HISTORIAN; TWIN RIVERS (MUSICIANS ADRIAN WALL (JEMEZ PUEBLO) AND ED KABOTIE (HOPI/TEWA); A PUEBLO DANCE GROUP; FRED SHAW (SHAWNEE), STORYTELLER; JESSICA DIEMER EATON, DELAWARE LIVING HISTORY VILLAGE. JINGLE RAILS IS A TRAIN INSTALLATION LIKE NO OTHER: IT IS MADE ENTIRELY OF NATURAL MATERIALS (GOURDS, TWIGS, ROOTS, BARK, MOSS). IT TAKES GUESTS ON A FANCIFUL RIDE FROM INDIANAPOLIS TO POPULAR WESTERN DESTINATIONS. "AWESOME" IS THE NUMBER ONE VISITOR COMMENT; "WE'LL BE BACK," IS THE SECOND. 6762009 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 77 0 1 77 1 0 0 0 0 0 1 1 1 1 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JOHN VANAUSDALL 3176369378 500 W WASHINGTON ST INDIANAPOLIS IN 46204 EDWARD M COCKERILL MD BOARD MEMBER 0.50 X 0 0 0 GAYLE COX PHD SECRETARY 0.50 X X 0 0 0 ROGER S EITELJORG BOARD MEMBER 0.50 X 0 0 0 RICHARD FELDMAN MD BOARD MEMBER 0.50 X 0 0 0 FRITZ R GORDNER BOARD MEMBER 0.50 X 0 0 0 BETSEY HARVEY BOARD MEMBER 0.50 X 0 0 0 POLLY HORTON HIX BOARD MEMBER 0.50 X 0 0 0 CINDY HOYE BOARD MEMBER 0.50 X 0 0 0 MARY BETH BRAITMAN BOARD MEMBER 0.50 X 0 0 0 CHRIS KATTERJOHN BOARD MEMBER 0.50 X 0 0 0 KAREN GLASER BOARD MEMBER 0.50 X 0 0 0 GERALD PAUL BOARD MEMBER 0.50 X 0 0 0 ALEXANDER G PEACOCK BOARD MEMBER 0.50 X 0 0 0 MEL PERELMAN PHD BOARD MEMBER 0.50 X 0 0 0 BONNIE A REILLY BOARD MEMBER 0.50 X 0 0 0 FRED GREEN BOARD MEMBER 0.50 X 0 0 0 AH HUTCH SCHUMAKER II BOARD MEMBER 0.50 X 0 0 0 JOAN SERVAAS BOARD MEMBER 0.50 X 0 0 0 J ALBERT SMITH JR BOARD MEMBER 0.50 X 0 0 0 EDWARD A WEST CHAIRMAN 2.00 X X 0 0 0 TIMOTHY T WRIGHT BOARD MEMBER 0.50 X 0 0 0 C DANIEL YATES BOARD MEMBER 0.50 X 0 0 0 LG EDWARDS BOARD MEMBER 0.50 X 0 0 0 SANDY HURT BOARD MEMBER 0.50 X 0 0 0 PAT ANKER BOARD MEMBER 0.50 X 0 0 0 FRANK BASILE BOARD MEMBER 0.50 X 0 0 0 CATHY TURNER BOARD MEMBER 0.50 X 0 0 0 TIM GARNETT BOARD MEMBER 0.50 X 0 0 0 KATHERINE ANDERSON HANSEN BOARD MEMBER 0.50 X 0 0 0 STAN HURT BOARD MEMBER 0.50 X 0 0 0 SUE A BACK TREASURER 1.00 X X 0 0 0 TOM HOBACK VICE CHAIRMAN 0.50 X X 0 0 0 JOHN TIMOTHY BOARD MEMBER 0.50 X 0 0 0 DON WOODLEY BOARD MEMBER 0.50 X 0 0 0 JOHN VANAUSDALL PRESIDENT & CEO 55.00 X 225672 0 30188 SUSAN LEWIS VP OF ADMINISTRATION & CFO 50.00 X 104070 0 16776 JAMES NOTTAGE VICE PRESIDENT AND CHIEF C 50.00 X 93745 0 24450 SUZANNE MAXWELL VP OF DEVELOPMENT 55.00 X 175438 0 8099 598925 0 79513 3 0 1 0 G4S SECURE SOLUTIONS USA INC PO BOX 277469 ATLANTA GA 30384 SECURITY 391128 GREGORY & APPEL INSURANCE 1402 N CAPITOL SUITE 400 INDIANAPOLIS IN 46202 INSURANCE BROKER 180437 VINE AND TABLE GOURMET MARKET 313 E CARMEL DRIVE CARMEL IN 46032 CATERING 115256 FA WILHELM CONSTRUCTIONS 3914 PROSPECT STREET INDIANAPOLIS IN 46203 CONSTRUCTION SERVICES 110979 4 178192 343168 4186971 326687 4708331 ADMISSIONS AND TOURS 900099 490751 490751 490751 1194834 1194834 284079 62003 222076 222076 222076 21777060 20995142 781918 781918 781918 401178 343168 440692 -39514 -39514 570677 287232 283445 283445 MISCELLANEOUS 561000 219635 219635 219635 7861476 993831 0 2159314 X 75000 75000 50000 50000 678438 118195 376706 183537 2282159 1632046 453513 196600 335596 254190 51063 30343 207483 127804 52882 26797 18009 18009 35250 35250 127146 127146 54526 24011 25179 5336 64666 15486 49180 75224 9129 53557 12538 402577 382448 20129 1458952 1424810 34142 123238 121179 2059 EXHIBIT EXPENSES 876982 767369 109613 UTILITIES 442701 392082 50619 SECURITY 364188 364188 REPAIRS AND MAINTENANCE 306302 301861 4441 927522 702211 190333 34978 8905959 6762009 1653821 490129 59455 73300 2183817 815003 1499909 1533217 13241 3559 246015 265997 163331 201483 44310651 21571075 24092902 22739576 34995775 38060164 2792264 3711611 821713 896762 66868422 68300672 608481 404511 20600000 20600000 1819454 1309729 23027935 22314240 X 36926555 38886829 5880266 5784090 1033666 1315513 43840487 45986432 66868422 68300672 X -1044483 2589855 600573 X X 0 1 X 1 0 X 4594792 5849311 4369202 7314717 4708331 26836353 4594792 5849311 4369202 7314717 4708331 26836353 7279991 19556362 1538315 1394133 1650912 1477744 1478913 7540017 34404 5089 39493 289945 142439 191560 95164 219635 938743 35354606 6436395 0.55310 0.52470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 289,945. 2010 AMOUNT: $ 142,439. 2011 AMOUNT: $ 191,560. 2012 AMOUNT: $ 95,164. 2013 AMOUNT: $ 219,635. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 15749187 539865 2364580 745158 44807 17863667 14492001 200100 1810027 714553 38388 15749187 15169308 255000 -160025 735360 36922 14492001 14300039 200000 1495861 791943 34649 15169308 12360705 10000 2787682 828641 29707 14300039 0.93000 0.07000 1 0 42038320 19377678 22660642 2272331 2193397 78934 22739576 MONEY MARKET FUNDS 1292152 F LIMITED PARTNERSHIP 51022 F ALERNATIVE INVESTMENTS 2368437 F 3711611 INTEREST RATE SWAP LIABILITY 1309729 1309729 X 11246408 2589855 41448 880775 3512078 7734330 127146 127146 7861476 9100463 41448 789927 831375 8269088 127146 509725 636871 8905959 PART III, LINE 1A: THE MUSEUM COLLECTS WORKS OF ART REPRESENTING ALL PERIODS OF THE AMERICAN INDIAN AND WESTERN CULTURES. IT PRESERVES, COLLECTS AND INTERPRETS THIS MATERIAL THROUGH CURATORIAL RESEARCH AND EDUCATIONAL OUTREACH. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE VALUE OF ART OBJECTS ACQUIRED BY GIFT, FOR WHICH THE MUSEUM HAS MADE A REASONABLE ESTIMATE, WAS $1,849,533 IN 2013 AND $545,820 IN 2012. STANDARD MUSEUM PROCEDURES ARE USED IN ACCESSIONING, DEACCESSIONING, CATALOGING AND MANAGING ART OBJECTS. THE MUSEUM PROVIDES A CLEAN, SAFE AND STABLE STORAGE ENVIRONMENT FOR ITS PERMANENT COLLECTIONS. DURING 2013 THERE WERE A SIGNIFICANT NUMBER OF DEACCESSIONS, BUT THERE WERE NOT PROCEEDS FROM SALE. DURING 2012, RIBBON CULTURAL OBJECT, REMINGTON FREDERIC SACKRIDER PAINTING AND SCULPTURE, AND HOPI KATSINA CARVING WERE DEACCESSIONED FROM THE COLLECTIONS FOR VARIOUS REASONS. THE MUSEUM RECEIVED PROCEEDS FROM THE SALE OF THE REMINGTON FREDERIC SACKRIDER PAINTING AND SCULPTURE AND OTHER ITEMS IN THE AMOUNT OF $211,244 IN 2012. PART III, LINE 4: THE EITELJORG MUSEUM CLEARLY FOCUSES UPON ITS MISSION. ALL WORKS OF ART AND OBJECTS IN THE COLLECTION ARE STRICTLY RELEVANT TO THE AMERICAN WEST AND NATIVE PEOPLES OF NORTH AMERICA. ALL COLLECTION ITEMS ARE VIEWED AS A RESOURCE IN THE FULFILLMENT OF THE INSTITUTIONAL MISSION AND FOR THE ENLIGHTENMENT AND ENJOYMENT OF THE PUBLIC SERVED BY THE MUSEUM. PAINTINGS, SCULPTURES, PRINTS, PHOTOGRAPHS, NATIVE AMERICAN ARTIFACTS OF ALL KINDS, ARE ALL UTILIZED OR AVAILABLE FOR USE IN EDUCATIONAL EXHIBITS AT THE MUSEUM AND THROUGH LOAN TO OTHER QUALIFIED MUSEUMS. OBJECTS ARE STUDIED BY STUDENTS FROM GRADE SCHOOL TO GRADUATE SCHOOL AND ARE THEREFORE INCLUDED THROUGH IMAGES AND WRITING IN CLASS PROJECTS, ARTICLES, AND BOOKS. STUDENTS, TEACHERS, RESEARCHERS, PUBLISHERS, AND OTHERS, ALONG WITH THE STAFF, ARE ENCOURAGED TO UTILIZE THE COLLECTION THROUGH SUPERVISED EXAMINATION AND ACCESS TO THE COLLECTION DATABASE AND DIGITAL IMAGES. ABOVE ALL, NATIVE CULTURES, FROM WHICH ARTIFACTS CAME, ARE GIVEN SPECIAL ACCESS FOR CULTURAL, SPIRITUAL, AND EDUCATIONAL REASONS. PART V, LINE 4: THE INTENDED USED OF THE MUSEUM'S ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS FROM NOW INTO THE FUTURE. THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. TO SATISFY ITS LONG-RANGE-RATE-OF-RETURN OBJECTIVES, THE MUSEUM RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION AND CURRENT YIELD. PART X, LINE 2: THE MUSEUM IS EXEMPT FOR FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE MUSUEM HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX EXPENSE DURING 2013 AND 2012. THE MUSEUM FILES INFORMATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF INDIANA. THE MUSEUM IS NO LONGER SUBJECT TO US FEDERAL AND STATE INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SOLD 287,232. SPECIAL EVENT EXPENSES 440,692. RENT EXPENSES 62,003. CHANGE IN VALUE OF CHARITABLE TRUSTS 90,848. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SOLD 287,232. SPECIAL EVENT EXPENSES 440,692. RENT EXPENSES 62,003. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST RATE SWAP INCOME 509,725. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT 350000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN CANADA 50000 0 0 0 0 0 0 400000 0 400000 FELLOWSHIPS AWARDED TO ARTISTS NORTH AMERICA 2 50000 CHECK 1 0 0 0 0 0 QUEST 463676 145850 317826 9000 216051 BUCKAROO BASH 138108 123760 14348 55346 1 142562 73558 69004 22450 137845 744346 343168 401178 31450 409242 440692 -39514 1 FELLOWSHIPS - UNRESTRICTED HONORARIUM TO FACILITATE THE RECIPIENTS' CONTINUED GROWTH AS CREATIVE ARTISTS. 5 75000 CASH PART I, LINE 2: EITELJORG FELLOWSHIP FOR NATIVE AMERICAN FINE ART IS A BIENNIAL PROGRAM, DEVELOPED BY THE MUSEUM IN CONSULTATION WITH ITS BOARD AND ITS NATIVE AMERICAN COUNCIL. THE FELLOWSHIPS ARE AWARDED TO CONTEMPORARY FINE ARTISTS SELECTED BY AN INDEPENDENT JURY, WHOSE ACHIEVEMENTS WARRANT MERITORIUS RECOGNITION. EACH OF THE FELLOWS RECEIVES AN UNRESTRICTED HONORARIUM. X 1 1 X X X 0 1 0 0 0 0 0 0 0 JOHN VANAUSDALL PRESIDENT & CEO 214789 0 10500 0 383 0 15771 0 14417 0 255860 0 0 0 SUZANNE MAXWELL VP OF DEVELOPMENT 172404 0 0 0 3034 0 5172 0 2927 0 183537 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP AND MEALS ARE USED FOR DONOR CULTIVATION. ANY PERSONAL MEALS ARE NOT PAID FOR BY THE MUSEUM. PART I, LINE 4B 457 PLAN FOR PRESIDENT AND CEO JOHN VANAUSDALL A INDIANA DEVELOPMENT FINANCE AUTHORITY 351602316 2004-02-01 20600000 FINANCE RENOVATION/EXPANSION OF FACILITIES, EXHIBITION AND COLLECTIONS, ETC 0 0 0 A 20600000 254522 19946454 2005 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 JPMORGAN CHASE 12.000000000000 0 0 0 0 0 A 1 X 160 REVENUE NOT RECOGNIZED X 98 REVENUE NOT RECOGNIZED X 957 FAIR MARKET VALUE X 20 306190 MEAN ON TRANSFER DATE X 10 7845 FAIR MARKET VALUE X OTHER 14 11695 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: THE MUSEUM COLLECTS WORKS OF ART REPRESENTING ALL PERIODS OF THE AMERICAN INDIAN AND WESTERN CULTURES. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 2 STAN HURT IS THE SPOUSE OF SANDY HURT. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS REVIEWED BY THE CFO, THE CEO AND THE TREASURER PRIOR TO A REVIEW BY THE AUDIT AND FINANCE COMMITTEES. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE ANNUALLY (OR AS OTHERWISE REQUESTED) A DISCLOSURE STATEMENT REGARDING ANY CONFLICT OF INTEREST DESCRIBED IN THE POLICY. ANY CHANGES ARE REPORTED PROMPTLY TO THE CEO OR BOARD CHAIR. THE CFO SUMMARIZES ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE CEO AND THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE SALARIES FOR THE CEO AND THE CFO. THE EXECUTIVE COMMITTEE REVIEWS CURRENT MARKET DATA FROM: - THE ASSOCIATION OF ART MUSEUM DIRECTORS SALARY SURVEY THAT IS DONE ON A YEARLY BASIS. DATA IS COMPILED FROM THIS REPORT FOR OUR REGION OF THE COUNTRY, OUR OPERATING BUDGET AND THE SIZE OF OUR CITY. - OTHER SURVEYS AVAILABLE SUCH AS THE ASSOCIATION OF MIDWEST MUSEUMS - OTHER SOURCES THE CEO'S SALARY IS DETERMINED BY A CONTRACT THAT IS PREPARED BY LEGAL COUNSEL AFTER NEGOTIATIONS BETWEEN THE PRESIDENT AND A SUB-SET OF BOARD MEMBERS LED BY THE CHAIRMAN. THE CONTRACT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE FULL BOARD OF DIRECTORS IS INFORMED ABOUT THE CONTRACT. DATA OBTAINED FROM THE FOLLOWING SOURCES IS REVIEWED TO DETERMINE THAT SALARY: - THE ASSOCIATION OF ART MUSEUM DIRECTORS SALARY SURVEY THAT IS DONE ON A YEARLY BASIS. DATA IS COMPILED FROM THIS REPORT FOR OUR REGION OF THE COUNTRY, OUR OPERATING BUDGET AND THE SIZE OF OUR CITY. - OTHER SURVEYS AVAILABLE SUCH AS THE ASSOCIATION OF MIDWEST MUSEUMS - OTHER SOURCES THE CEO'S BONUS UNDER THE CURRENT CONTRACT IS DETERMINED BASED ON PRE-ESTABLISHED INDICATORS. THE BONUS IS REVIEWED BY AND APPROVED BY THE CHAIRMAN OF THE BOARD AND THEN APPROVED BY THE EXECUTIVE COMMITTEE. THE APPROVAL OF THESE SALARIES IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E EVENTS AND PROGRAMS: PROGRAM SERVICE EXPENSES 148,170. MANAGEMENT AND GENERAL EXPENSES 17,222. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,392. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 79,145. MANAGEMENT AND GENERAL EXPENSES 53,700. FUNDRAISING EXPENSES 31,036. TOTAL EXPENSES 163,881. ANNUAL BOND FEES: PROGRAM SERVICE EXPENSES 155,396. MANAGEMENT AND GENERAL EXPENSES 8,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,575. ART COLLECTION: PROGRAM SERVICE EXPENSES 146,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,861. MUSEUM STORE: PROGRAM SERVICE EXPENSES 82,427. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,427. ARTIST IN RESIDENCE: PROGRAM SERVICE EXPENSES 70,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,336. TOURISM AND TOUR PROGRAMS: PROGRAM SERVICE EXPENSES 5,013. MANAGEMENT AND GENERAL EXPENSES 57,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,935. NEWSLETTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,487. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,487. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,829. OTHER PAYROLL COSTS: PROGRAM SERVICE EXPENSES 5,117. MANAGEMENT AND GENERAL EXPENSES 6,081. FUNDRAISING EXPENSES 150. TOTAL EXPENSES 11,348. AMORTIZATION OF DEFERRED FINANCE COSTS: PROGRAM SERVICE EXPENSES 9,348. MANAGEMENT AND GENERAL EXPENSES 492. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,840. AWARDS: PROGRAM SERVICE EXPENSES 398. MANAGEMENT AND GENERAL EXPENSES 1,421. FUNDRAISING EXPENSES 3,792. TOTAL EXPENSES 5,611. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUSTS 90,848. CHANGE IN INTEREST RATE SWAP 509,725. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.