2014-05-15T12:50:27-05:00 2013-06-30 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2012-07-01 866006371 TUCSON MUSEUM OF ART AND HISTORIC BLOCK INC TUCS 5206243333 140 NORTH MAIN AVENUE TUCSON AZ 85701 ROBERT KNIGHT 5206243333 2014-05-14 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2012 2015-11-30 17:44:51Z ROBERT KNIGHT 140 NORTH MAIN AVENUE TUCSON AZ 85701 3890252 0 X WWW.TUCSONMUSEUMOFART.ORG X 1975 AZ PROVIDING VISUAL ARTS EXHIBITIONS AND EDUCATIONAL PROGRAMS TO SOUTHERN ARIZONA. 33 33 66 300 0 0 2255648 1755787 218772 137455 -103027 48037 608359 737130 2979752 2678409 0 0 0 0 1301366 1209892 0 0 312174 1092151 987272 2393517 2197164 586235 481245 6410391 7037403 180798 216579 6229593 6820824 X CONNECTING ART TO LIFE. 0 0 971319 100037 CURATORIAL & EXHIBITIONS: TO ACHIEVE ITS MISSION OF "CONNECTING ART TO LIFE", THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF THE ART OF LATIN AMERICA, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES. THE MUSEUM WAS PLEASED TO DISPLAY 10 REMARKABLE EXHIBITIONS DURING ITS 2012-2013 FISCAL YEAR. THE FOLLOWING ARE JUST A SAMPLE OF THE RICH ARTISTIC HERITAGE MADE AVAILABLE TO THE PUBLIC:BARBARA ROGERS: THE IMPERATIVE OF BEAUTY, A FIFTY-YEAR RETROSPECTIVE. BARBARA ROGERS CAME OF AGE AS AN ARTIST IN THE 1970S IN CALIFORNIA WHERE SHE FORGED A UNIQUE PHOTOREALIST STYLE. AFTER SHE EXPERIENCED A POWERFUL HURRICANE IN HAWAII IN THE 1980S, HER WORK TOOK A DRAMATIC TURN THAT BLURRED THE BOUNDARIES BETWEEN ABSTRACTION, REALISM, AND ORNAMENTATION. THIS RETROSPECTIVE EXAMINED THE RANGE AND EVOLUTION OF HER WORK, AND WAS ACCOMPANIED BY A LECTURE BY THE ARTIST WITH A BOOK SIGNING OPPORTUNITY, A LECTURE BY PROFESSOR PAUL IVEY, AND OTHER INTERESTING PROGRAMS INVOLVING CHILDREN AND ADULTS.MATISSE, THE PASIPHAE SERIES AND OTHER WORKS ON PAPER. IN THE 1940S, FRENCH AUTHOR HENRY DE MONTHERLANT AND HENRI MATISSE COLLABORATED ON A PROJECT THAT INTERPRETED THE STORY OF PASIPHAE AND THE BIRTH OF THE MINOTAUR FROM ANCIENT GREEK MYTHOLOGY. FOR EACH SCENE, MATISSE SELECTED A FAVORITE PHRASE FROM DE MONTHERLANT'S VERSION OF THE TALE. ONLY ONE IMAGE PER SCENE WAS PRINTED FOR THE ORIGINAL 1944 PUBLICATION, BUT IN 1981, FOLLOWING MATISSE'S WISHES, THE MATISSE ESTATE PUBLISHED THE REMAINING LINOLEUM BLOCKS, WHICH REVEAL HIS FASCINATING IMAGINATION.FEMININA: IMAGES OF THE FEMININE FORM FROM LATIN AMERICA. THIS EXHIBITION FOCUSED ON REPRESENTATIONS OF THE FEMININE, BOTH SACRED AND PROFANE, FROM THROUGHOUT LATIN AMERICA AND OVER THE COURSE OF SEVERAL CENTURIES. INCLUDING TWO- AND THREE-DIMENSIONAL ARTWORKS FROM THE PERMANENT COLLECTION, THIS EXHIBITION SPANS PRE-COLUMBIAN THROUGH CONTEMPORARY LATIN AMERICAN ART, HIGHLIGHTING THE IMPORTANCE OF REPRESENTATIONS OF THE FEMININE THROUGHOUT LATIN AMERICA AND HOW THESE REPRESENTATIONS HAVE CHANGED OVER TIME. 312088 48943 EDUCATION: THE TUCSON MUSEUM OF ART FOSTERS A DEEPER UNDERSTANDING AND APPRECIATION FOR ITS HISTORIC COLLECTIONS THROUGH ITS NUMEROUS EDUCATIONAL PROGRAMS. THE MUSEUM OFFERS A WIDE ARRAY OF PROGRAMS TO THE PUBLIC, INCLUDING: THE YOUTH/PRE-K-12 SCHOOL PROGRAMS, COMMUNITY OUTREACH PROGRAMS, FAMILY PROGRAMS, ACCESSIBLE PROGRAMS, THE RESEARCH LIBRARY AND A CERAMICS STUDIO.12,998 PEOPLE PARTICIPATED IN THE MUSEUM'S PUBLIC PROGRAMS, WHICH ARE DESIGNED TO ENGAGE ALL COMMUNITY MEMBERS IN CONVERSATIONS, LECTURES, GALLERY TOURS AND OTHER EXPERIENCES THAT PROVIDE AN INTERDISCIPLINARY AND MULTI-DIMENSIONAL PERSPECTIVE OF THE PERMANENT COLLECTION AND SPECIAL EXHIBITIONS.THE MUSEUM'S K-12 PROGRAMS TAKE AN INTERACTIVE APPROACH AIMED TO MAKE MEANINGFUL CONNECTIONS BETWEEN ART AND AUDIENCES. 3,760 LOCAL STUDENTS VISITED THE MUSEUM AND WERE INSPIRED TO ENGAGE WITH THE DYNAMISM OF ANCIENT THROUGH CONTEMPORARY CULTURE WHILE DEVELOPING THEIR VISUAL LITERACY SKILLS.THE MUSEUM'S COMMUNITY OUTREACH PROGRAMS IN PARTICIPATION WITH OTHER LOCAL GROUPS HELPED DIMINISH BARRIERS BETWEEN ART AND THOSE WHO MAY NOT HAVE EASY OR DIRECT ACCESS TO THE VISUAL ARTS. ALL TOLD, 2012-2013 SAW 7,007 PEOPLE FROM OUR COMMUNITY PARTICIPATE IN THESE EVENTS. 136550 85957 MUSEUM STORE: THE MUSEUM STORE FEATURES AN IMPRESSIVE SELECTION OF WORKS BY ARIZONA'S MOST TALENTED ARTISTS AND CRAFTSPEOPLE. MANY OF THE WORKS ARE ON CONSIGNMENT FROM LOCAL ARTISANS WHILE OTHERS ARE PURCHASED FOR RESALE. THE STORE EXISTS TO PROVIDE AN AVENUE OF EXPOSURE FOR THE LOCAL ART COMMUNITY AND SUPPLY TUCSON WITH A VENUE FOR LOCAL TALENT! 1419957 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 10 3 1 66 1 0 0 0 0 0 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 AZ X ALAN HERSHOWITZ CHIEF OPERATING OFFICER 5206242333 140 NORTH MAIN AVENUE TUCSON AZ 85701 LARRY ADAMSON 2.00 X 0 0 0 ANDY ANDERSON 2.00 X 0 0 0 JOYCE ANICKER 2.00 X 0 0 0 ALICE BAKER 2.00 X 0 0 0 GAIL BIRIN 2.00 X 0 0 0 JOYCE BROAN 2.00 X 0 0 0 LINDA CAPLAN 2.00 X 0 0 0 JEAN COOPER 2.00 X 0 0 0 JAMES GLASSER 2.00 X 0 0 0 JOHN GOODMAN 2.00 X 0 0 0 MICHAEL HANSON 2.00 X 0 0 0 KATHARINE HARDIMAN-FRANK 2.00 X 0 0 0 ART HITTNER 2.00 X 0 0 0 JOAN JACOBSON 2.00 X 0 0 0 MICHAEL JETTE 2.00 X 0 0 0 MICHAEL KASSER 2.00 X 0 0 0 HAROLD H KITAY 2.00 X 0 0 0 FRAN KNIAZ 2.00 X 0 0 0 STEVE LEAL 2.00 X 0 0 0 ANNE LYMAN 2.00 X 0 0 0 PAM PARRY 2.00 X 0 0 0 LINDA ROBIN 2.00 X 0 0 0 JIM ROWLEY 2.00 X 0 0 0 SHEILA SAXBERG 2.00 X 0 0 0 JOHN SCHAEFER 2.00 X 0 0 0 LINDA SCHINDLER 2.00 X 0 0 0 TAMARA SHADBOLT 2.00 X 0 0 0 SUSAN WARMACK 2.00 X 0 0 0 JACK WESTENBORG 2.00 X 0 0 0 MARSHA WETMORE 2.00 X 0 0 0 MERLIN COHEN 2.00 X X 0 0 0 AMY J ADAMS 2.00 X X 0 0 0 HARRY GEORGE 2.00 X X 0 0 0 ROBERT KNIGHT 40.00 X 144788 0 10557 KATIE HIEDEMAN 40.00 X 66726 0 6672 SHELLY CANNADY 40.00 X 0 0 0 211514 0 17229 1 0 1 0 0 180184 313528 1262075 138060 1755787 MUSEUM ADMISSIONS 900099 86176 86176 TUITION & EDUCATION 611600 48943 48943 EXHIBITIONS 900099 2336 2336 137455 47800 47800 172565 0 172565 172565 172565 492 255 237 237 237 788274 313528 642527 145747 145747 804675 483339 321336 321336 171679 85722 85957 85957 MISCELLANEOUS 900099 11525 11525 11525 2678409 234937 0 687685 232479 75866 98493 58120 800919 618687 56291 125941 11171 9452 1719 83830 64634 3619 15577 81493 56690 10403 14400 26081 26081 190928 91449 83309 16170 43123 35485 300 7338 125161 59512 17854 47795 282466 211714 70599 153 27957 10074 6525 11358 205705 154279 51426 11100 5800 5300 EQUIPMENT 33069 10467 13269 9333 MISCELLANEOUS 30213 5499 19845 4869 LECTURERS & PERFORMERS 11469 10349 1120 2197164 1419957 465033 312174 128433 182788 15935 12318 47483 2042 10293 13452 30462 8749 8897466 5172961 3751005 3724505 1031892 1186727 11381 11818 1383507 1895004 6410391 7037403 69193 75601 111605 140978 180798 216579 X 3072256 3054698 581653 1190442 2575684 2575684 6229593 6820824 6410391 7037403 481245 109986 0 X 0 1 X 1 0 X 1234103 1004918 1373052 2255648 1755787 7623508 400824 400824 400824 400824 400824 2004120 1634927 1405742 1773876 2656472 2156611 9627628 554767 9072861 220546 236869 243600 142920 220365 1064300 415035 376379 339744 377137 467083 1975378 12667306 2549507 0.71620 0.70940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 2795916 158023 145630 2808309 1845323 1098058 -69807 77658 2795916 1390363 256945 252499 54484 1845323 1367516 29356 6509 1390363 1592142 -126421 98205 1367516 0.00000 0.92100 0.07900 1 0 5590344 2536433 3053911 1855610 1386691 468919 1056378 912077 144301 395134 337760 57374 3724505 OTHER ASSETS 9501 RESTRICTED CASH AND CASH EQUIVALENTS 1069212 RESTRICTED ENDOWMENT RECEIVABLE 816291 1895004 X 4028983 109986 29000 138986 3889997 -1211588 -1211588 2678409 3437752 29000 1211588 1240588 2197164 0 2197164 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. GIFTS OF CASH RESTRICTED BY DONORS FOR THE PURCHASE OF ART ARE REPORTED AS TEMPORARILY RESTRICTED NET ASSETS. CONTRIBUTED COLLECTION ITEMS AND REFERENCE BOOKS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. DURING 2013 AND 2012, THE MUSEUM RECEIVED $120,000 AND $417,565 OF CONTRIBUTED ART (UNAUDITED) NOT RECORDED IN THE STATEMENT OF FINANCIAL POSITION, AS IN ACCORDANCE WITH THEIR POLICY. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES, IF ANY, ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK CONNECTS ART TO LIFE BY INSPIRING DISCOVERY, CREATIVITY, AND CULTURAL UNDERSTANDING THROUGH MEANINGFUL, ENGAGING EXPERIENCES. TO ACHIEVE ITS MISSION, THE TUCSON MUSEUM OF ART AND HISTORIC BLOCK PRESERVES AND INTERPRETS ITS COLLECTIONS OF ART OF THE AMERICAS, ART OF THE AMERICAN WEST, AND MODERN AND CONTEMPORARY AMERICAN ART; CARES FOR AND INTERPRETS FIVE SIGNIFICANT EL PRESIDIO HISTORIC PROPERTIES; AND PRODUCES RELATED EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PUBLICATIONS WHICH EXPAND UNDERSTANDING AND APPRECIATION OF THESE UNIQUE COMMUNITY RESOURCES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MUSEUM'S ENDOWMENTS CONSIST OF TWO FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO INCLUDE BOTH INCOME AND COLLECTION PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FIN 48 (ASC 740) FINANCIAL STATEMENT FOOTNOTE: GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE MUSEUM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE MUSEUM IS ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE MUSEUM IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. WITH LIMITED EXCEPTIONS, THE MUSEUM IS NO LONGER SUBJECT TO TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2010 FOR FEDERAL AND 2009 FOR STATE. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -642,527. DIRECT EXPENSES OF GAMING ACTIVITIES -483,339. COST OF GOODS SOLD -85,722. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 642,527. DIRECT EXPENSES OF GAMING ACTIVITIES 483,339. COST OF GOODS SOLD 85,722. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING TRIP TO ITALY 104123 0 0 0 0 0 0 104123 0 104123 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACTUAL COST ARTISANS MARKET 348730 348730 255678 CRUSH 381709 256583 125126 13347 47751 8850 91515 17 371362 56945 314417 225386 1101801 313528 788273 13347 47751 8850 572579 642527 145746 804675 389720 93619 0 804675 389720 93619 483339 321336 AZ 0 ARIZONA PERMITS ORGANIZATIONS EXEMPT UNDER ARS 43-1201, PARAGRAPH 1, 2, 4, 5, 6, 7, 10, OR 11 TO CONDUCT RAFFLES SUBJECT TO CERTAIN RESTRICTIONS. TUCSON MUSEUM OF ART IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC 501(C)(3), AND EXEMPT FROM ARIZONA INCOME TAX UNDER ARS 43-1201 PARAGRAPH 4. THEREFORE, IT IS PERMITTED TO CONDUCT RAFFLES SUBJECT TO THE RESTRICTIONS. NO LICENSE IS REQUIRED. 0 1 0 1.00000 KATIE HIEDEMAN 140 N MAIN AVE TUCSON AZ 85701 0 KATIE HIEDEMAN 5688 OVERSIGHT AND RECORDKEEPING. X 0 X 1 1 X X 0 0 0 0 0 0 0 0 0 ROBERT KNIGHT 144788 0 0 0 0 0 4516 0 6041 0 155345 0 0 0 X 105 SEE PART II X 42100 SALES PRICE X 362 95960 SALES PRICE 3 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: NO AMOUNT WAS REPORTED ON FORM 990, PART VIII, FOR DONATIONS OF ART BECAUSE THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO THE CHIEF OPERATING OFFICER FOR REVIEW. AFTER THE CPA INCORPORATES ANY REVISIONS SUGGESTED BY THE CHIEF OPERATING OFFICER, A DRAFT IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE FINANCE COMMITTEE APPROVES THE FORM 990, A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS TO DISCLOSE POTENTIAL CONFLICTS. VOLUNTARY COMPLIANCE IS EXPECTED. IN ADDITION, ON AN ANNUAL BASIS, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS. THE PROCEDURE FOR IDENTIFYING IF A CONFLICT EXISTS BEGINS WITH AN INTERESTED PERSON DISCLOSING THE EXISTENCE OF ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. DISINTERESTED PERSONS OR A COMMITTEE MAY INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER TMA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN TMA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER IS DETERMINED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE INITIAL COMPENSATION PACKAGES OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER WERE DETERMINED USING COMPARABILITY DATA, AND ARE REVISED ANNUALLY FOR COST OF LIVING INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES ITS ANNUAL REPORT ON ITS WEBSITE, WHICH INCLUDES AUDITED FINANCIAL DATA. GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS AVAILABLE ONLINE AT GUIDESTAR.ORG.