2013-11-14T15:58:50-06:00 2012-12-31 911194016 CLARK NUBER PS 10900 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-01-01 910785826 MUSEUM OF FLIGHT FOUNDATION MUSE 2067655700 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 MATTHEW HAYES 2067655700 2013-11-14 1 JANE M SEARING P00000565 4254544919 2013-11-14 2012 2016-02-24 21:20:13Z MUSEUM OF FLIGHT DOUGLAS KING 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 24674520 0 X WWW.MUSEUMOFFLIGHT.ORG X 1965 WA THE MUSEUM OF FLIGHT EXISTS TO ACQUIRE, PRESERVE AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS, WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH, AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY AND THE HUMANITIES. 59 59 219 720 0 0 5961746 14704899 5545870 6341159 70840 202399 1864516 840667 13442972 22089124 0 0 0 0 6526153 7072289 0 0 1106727 7376891 7479649 13903044 14551938 -460072 7537186 127869405 135546139 8258625 8194674 119610780 127351465 X THE PRIMARY EXEMPT PURPOSES OF THE MUSEUM OF FLIGHT ARE TO PRESERVE AVIATION AND SPACE HISTORY, AND TO PROVIDE EDUCATION TO THE PUBLIC ABOUT SUBJECTS RELATED TO FLIGHT. 0 0 11509375 7289443 THE MUSEUM OF FLIGHT IN SEATTLE, WASHINGTON IS ONE OF THE LARGEST PRIVATE NONPROFIT AIR AND SPACE MUSEUMS IN THE UNITED STATES, AND HOSTED MORE THAN 515,000 VISITORS FROM AROUND THE WORLD IN 2012. IN WORKING TOWARD THE VISION OF BEING THE "FOREMOST EDUCATIONAL AIR AND SPACE MUSEUM IN THE WORLD" THE MUSEUM REACHES MORE THAN 150,000 ON-SITE AND OUTREACH STUDENT PARTICIPANTS EACH YEAR, FOCUSING ON SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) DISCIPLINES. THE MUSEUM HAS BEEN NAMED AS A SMITHSONIAN AFFILIATE AND ACCREDITED BY THE AMERICAN ASSOCIATION OF MUSEUMS.WITH A MISSION TO "ACQUIRE, PRESERVE AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS, WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH, AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY AND THE HUMANITIES" THE MUSEUM DISPLAYS NEARLY 150 AIR AND SPACECRAFT, ALONG WITH ARTIFACTS SHOWCASING AEROSPACE HISTORY. IN ADDITION TO THE MANY PERMANENT EXHIBITS COVERING THE BREADTH OF AEROSPACE HISTORY, THE MUSEUM PROVIDES SEVERAL TEMPORARY EXHIBITS EACH YEAR ON A WIDE RANGE OF SUBJECTS. THE MUSEUM ALSO HOSTS MORE THAN 50 PUBLIC PROGRAMS EACH YEAR AND OPENS ITS DOORS ONE EVENING A MONTH, FREE OF CHARGE, TO ANY VISITOR AS PART OF ITS COMMUNITY OUTREACH.IN ADDITION TO THE AIRCRAFT ON VIEW, THE MUSEUM MAINTAINS THE LARGEST AERONAUTICAL LIBRARY AND ARCHIVES ON THE WEST COAST, WHERE MORE THAN 1,700 TEACHERS, SCHOLARS, AUTHORS AND FILMMAKERS CONDUCT RESEARCH EACH YEAR. THE MUSEUM ALSO HAS MANY AIRCRAFT IN VARIOUS STAGES OF RESTORATION, TOWARD WHICH VOLUNTEERS CONTRIBUTED OVER 25,000 HOURS IN 2012.THE MUSEUM'S EDUCATIONAL PROGRAMS ARE ALIGNED WITH BOTH STATE AND NATIONAL STANDARDS, INCLUDING ALIGNMENT TO THE WASHINGTON STATE ACADEMIC LEARNING ASSESSMENT REQUIREMENTS (ELAR) AND GRADE LEVEL EXPECTATIONS (GLE). THE MUSEUM'S EDUCATOR PROGRAMS ARE CERTIFIED TO PROVIDE CLOCK HOUR CREDITS FOR TEACHERS. MORE THAN 20 PROGRAMS ARE OFFERED, AND INCLUDE THE AMERICAN CAMP ASSOCIATION ACCREDITED AEROSPACE CAMP EXPERIENCE (ACE) SUMMER CAMP, THE NATIONALLY ACCLAIMED CHALLENGER LEARNING CENTER (CLC), THE MUSEUM-DESIGNED AVIATION LEARNING CENTER (ALC) AND DISTANCE LEARNING PROGRAMS. THE MUSEUM IS ALSO HOME TO THE WASHINGTON AEROSPACE SCHOLARS (WAS). THIS COMPETITIVE, COLLABORATIVE PROGRAM WITH NASA IS PRIVATELY FUNDED AND INTENDED TO KEEP THE NATION AT THE FOREFRONT OF TECHNICAL COMPETITIVENESS. 11509375 1 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 52 0 1 219 1 0 0 0 0 0 1 1 0 0 0 0 X 59 59 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X MATTHEW HAYES 2067645700 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 MICHAEL R HALLMAN 10.00 1.00 X X 0 0 0 DOUGLAS R DEVRIES 10.00 1.00 X X 0 0 0 JAMES T FARMER 10.00 0.00 X X 0 0 0 KEVIN J CALLAGHAN 10.00 1.00 X X 0 0 0 ROBERT A BLACKSTONE 10.00 0.00 X 0 0 0 JOHN W BRANTIGAN MD 10.00 0.00 X 0 0 0 HAROLD E CARR 10.00 0.00 X 0 0 0 WILLIAM A HELSELL 10.00 0.00 X 0 0 0 NANCY M HOGAN 10.00 0.00 X 0 0 0 CRAIG HOWARD 10.00 0.00 X 0 0 0 MICHAEL C KOSS 10.00 0.00 X 0 0 0 NED LAIRD 10.00 0.00 X 0 0 0 STEPHEN LEONARD 10.00 0.00 X 0 0 0 EUGENE H MCBRAYER 10.00 1.00 X 0 0 0 BRUCE R MCCAW 10.00 0.00 X 0 0 0 PETER M MORTON 10.00 1.00 X 0 0 0 ROBERT S MUCKLESTONE 10.00 0.00 X 0 0 0 EDWARD J RENOUARD 10.00 1.00 X 0 0 0 ANNE F SIMPSON 10.00 0.00 X 0 0 0 RICHARD W TAYLOR 10.00 0.00 X 0 0 0 BRIEN S WYGLE 10.00 0.00 X 0 0 0 GEORGE W S ABBEY 10.00 0.00 X 0 0 0 ROBERT M ANDREWS 10.00 0.00 X 0 0 0 NANCY L AUTH 10.00 0.00 X 0 0 0 WILLIAM S AYER 10.00 0.00 X 0 0 0 BERNT O BODAL 10.00 0.00 X 0 0 0 JON G BOWMAN 10.00 0.00 X 0 0 0 SCOTT E CARSON 10.00 0.00 X 0 0 0 DOUGLAS L CHAMPLIN 10.00 0.00 X 0 0 0 JOE CLARK 10.00 0.00 X 0 0 0 ROBERT E DANNENHOLD 10.00 0.00 X 0 0 0 JOHN C DIMMER SR 10.00 0.00 X 0 0 0 JOHN M FLUKE JR 10.00 0.00 X 0 0 0 ROBERT J GENISE 10.00 0.00 X 0 0 0 FRANK HANSEN 10.00 0.00 X 0 0 0 WARREN JEWELL 10.00 0.00 X 0 0 0 PHILIP G JOHNSON 10.00 0.00 X 0 0 0 CRYSTAL KNOTEK 10.00 0.00 X 0 0 0 CLAY LACY 10.00 0.00 X 0 0 0 MICHAEL LESTER 10.00 0.00 X 0 0 0 CHARLES A LYFORD IV 10.00 0.00 X 0 0 0 LOUIS J MANCINI 10.00 0.00 X 0 0 0 DANIEL YC NG 10.00 0.00 X 0 0 0 JOHN N NORDSTROM 10.00 0.00 X 0 0 0 JOHN P ODOM 10.00 0.00 X 0 0 0 TOM T O'KEEFE 10.00 0.00 X 0 0 0 STEVE POOL 10.00 0.00 X 0 0 0 WILLIAM W POTTS 10.00 0.00 X 0 0 0 JOHN W PURVIS 10.00 0.00 X 0 0 0 JAMES D RAISBECK 10.00 0.00 X 0 0 0 JACK SHANNON 10.00 0.00 X 0 0 0 GRANT JOE SILVERNALE III 10.00 0.00 X 0 0 0 GORDON SMITH 10.00 0.00 X 0 0 0 GRAHAM SMITH 10.00 0.00 X 0 0 0 STEPHEN R TAYLOR 10.00 0.00 X 0 0 0 KATE B WEBSTER 10.00 0.00 X 0 0 0 DAVID C WYMAN 10.00 0.00 X 0 0 0 ERIC ANDERSON 10.00 0.00 X 0 0 0 THOMAS BAILLIE 10.00 0.00 X 0 0 0 CAROLYN CORVI 10.00 0.00 X 0 0 0 HAROLD L MITCHELL 10.00 0.00 X 0 0 0 SEYMOUR ROBIN 10.00 0.00 X 0 0 0 DOUGLAS KING 40.00 5.00 X 409878 0 12743 MATTHEW HAYES 40.00 2.00 X 119723 0 12471 LAURIE HAAG 40.00 0.00 X 143024 0 13152 ALAN SWITZER 40.00 0.00 X 144730 0 22191 817355 0 60557 4 0 1 0 PACIFIC STUDIO 5311 SHILSHOLE AVENUE NW SEATTLE WA 98107 EXHIBIT PRODUCTION 794247 JOHN F THRONE AND CO TWO UNION SQUARE 601 UNION ST STE SEATTLE WA 98101 INSURANCE 257701 RCC INC 545 ANDOVER PARK W STE 211 TUKWILA WA 98188 JANITORIAL 214688 THE KELLER GROUP 8250 165TH AVENUE NE STE 208 REDMOND WA 98052 PUBLIC RELATIONS 180000 DENNY MILLER ASSOCIATES INC 400 N CAPITOL ST NW STE 363 WASHINGTON DC 20001 LOBBYIST 180000 8 1614030 59276 13031593 7657315 14704899 ADMISSIONS 900099 4152316 4152316 MEMBERSHIPS 900099 1084557 1084557 EDUCATIONAL PROGRAMS 611710 640210 640210 FLIGHT SIMULATOR 900099 434759 434759 RELATED ITEMS SOLD 900099 29317 29317 6341159 165758 165758 648240 0 648240 648240 648240 460542 3300 427201 0 33341 3300 36641 36641 349555 1614030 1175028 -825473 -825473 1931451 983167 948284 948284 REIMBURSEMENT 900099 31176 31176 L&I RETROSPECT PROGRAM 900099 19021 19021 OVERHEAD REIBMURSEMENT 900099 11089 11089 8330 8330 69616 22089124 7289443 0 94782 554815 149611 251470 153734 5091591 3852685 750035 488871 113007 76620 18919 17468 830765 634780 104231 91754 482111 344912 91566 45633 18387 18387 169663 91823 77840 180000 180000 669475 487964 142697 38814 482519 347005 94281 41233 340679 309276 14029 17374 227514 184098 29517 13899 665292 654399 6080 4813 55594 34009 11124 10461 27163 20621 4020 2522 262697 262697 2749655 2749655 246114 212679 33435 REPAIR & MAINTENANCE 353366 347435 5780 151 1031531 749106 282425 14551938 11509375 1935836 1106727 2221422 1453847 1416580 1030605 2504241 3462613 374445 661108 8919274 8919274 345220 335657 236430 239086 101339773 39634239 63657705 61705534 2367844 2700612 80602 88065 45441759 54650088 303883 299650 127869405 135546139 1562876 1342721 722799 745728 5925000 6061500 47950 44725 8258625 8194674 X 101714974 105290168 15620733 19785974 2275073 2275323 119610780 127351465 127869405 135546139 X 7537186 196943 -908 7464 X 0 1 X 1 0 X 13786899 6859710 17607374 5961746 14704899 58920628 13786899 6859710 17607374 5961746 14704899 58920628 22171029 36749599 952567 579288 530792 797676 813998 3674321 212848 212848 38068 41420 100569 22055 70524 272636 63080433 36189568 0.58260 0.59400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 38,068. 2009 AMOUNT: $ 30,315. 2010 AMOUNT: $ 24,933. 2011 AMOUNT: $ 22,055. 2012 AMOUNT: $ 39,348. MARSH SETTLEMENT - 2010 AMOUNT: $ 40,000. REIMBURSEMENT - 2009 AMOUNT: $ 11,105. 2010 AMOUNT: $ 35,636. 2012 AMOUNT: $ 31,176. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180000 180000 16531041 16711041 985552 246388 0 0 849261 875365 901242 985552 3611420 5417130 227000 226000 215895 180000 848895 212315 218841 225311 246388 902855 1354283 1 245505 1001402 1 1 7512591 40886396 X X X X 0 3395620 250 304450 18230 3682090 3321989 4220 87832 18421 3395620 3065917 25742 230330 3321989 2587369 107091 371457 3065917 2597203 102835 -112313 356 2587369 0.01800 0.61800 0.36400 0 0 7046308 7046308 70031887 39634239 30397648 17897589 17897589 6363989 6363989 61705534 INVESTMENT IN WINDWARD AVIATION 13763692 C AIRCRAFT COLLECTION 40886396 C 54650088 CHARITABLE GIFT ANNUITY 44725 44725 23568622 204407 130490 1539 336436 23232186 -1143062 -1143062 22089124 16274415 131398 1591079 1722477 14551938 0 14551938 PART III, LINE 4: THE MUSEUM'S COLLECTIONS INCLUDE HISTORICALLY SIGNIFICANT AIRCRAFT AND SPACE ARTIFACTS, PHOTOGRAPHIC AND LITERARY COLLECTIONS RELATING TO THE EVOLUTION OF AIR AND SPACE TECHNOLOGIES, AND THEIR IMPACT ON THE WORLD'S CULTURES. THE MISSION OF THE MUSEUM IS "TO ACQUIRE, PRESERVE, AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY, AND THE HUMANITIES." DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE MUSEUM'S ENDOWMENT IS TO PRODUCE INVESTMENT EARNINGS WHICH WILL SUPPORT EXPENDITURES FOR FACILITIES AND PROGRAMS. THE BOARD OF TRUSTEES INTENDS TO GROW THE BALANCE OF THE ENDOWMENT TO TEN MILLION DOLLARS BEFORE ANY REGULAR, PREDICTABLE WITHDRAWALS WILL BE MADE FOR SUPPORTING THE ORGANIZATION. A SMALL PORTION OF THE ENDOWMENT IS RESTRICTED FOR EDUCATION OUTREACH EXPENSES AND DISBURSEMENTS ARE MADE ON AN ANNUAL BASIS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES 1,539. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALE OF INVENTORY -983,167. INDIRECT SPECIAL EVENT EXPENSES -159,895. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALE OF INVENTORY 983,167. INDIRECT SPECIAL EVENT EXPENSES 159,895. EXPENSES FROM AFFILIATES 448,017. GALA 1963585 1614030 349555 434301 160529 580198 1963585 1614030 349555 434301 160529 580198 1175028 -825473 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DOUGLAS KING 322128 0 87750 0 0 0 0 0 12743 0 422621 0 0 0 LAURIE HAAG 130336 0 12688 0 0 0 5679 0 7473 0 156176 0 0 0 ALAN SWITZER 134730 0 10000 0 0 0 5880 0 16311 0 166921 0 0 0 PART I, LINE 1A HEALTH CLUB MEMBERSHIP FOR PRESIDENT WHICH WAS REPORTED AS TAXABLE FRINGE. X 8 124273 FAIR MARKET VALUE X 446 7512591 OPINIONS OF EXPERTS X MISCELLAENOUS 55 20451 COST/SELLING PRICE 2 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): THE MUSEUM RECEIVED MULTIPLE DONATIONS FROM DONORS DURING THE YEAR. THE NUMBER REPORTED IN COLUMN (B) IS THE NUMBER OF DONATIONS RECEIVED. DESCRIPTION OF VOLUNTEERS FORM 990, PART I, LINE 6: THE MUSEUM UTILIZES A VOLUNTEER DATABASE THAT MONITORS ALL VOLUNTEERS THAT KEEPS A RECORD OF ALL PERSONAL INFORMATION, HOURS, AWARDS AND TRAINING. BENEFITS AS A VOLUNTEER OF THE MUSEUM ARE: COMPLIMENTARY ADMISSION TO THE MUSEUM FOR FAMILY AND FRIENDS, DISCOUNT ON STORE MERCHANDISE AND AN INVITATION TO THE ANNUAL VOLUNTEER RECOGNITION DINNER WHERE VOLUNTEERS ARE RECOGNIZED FOR THEIR HOURS OF SERVICE. VOLUNTEERS ALSO HAVE THE OPPORTUNITY TO LEARN A NEW SKILL AND MAKE NEW FRIENDS. VOLUNTEERS WORK YEAR ROUND IN ALMOST EVERY MUSEUM DEPARTMENT WHICH INCLUDES EDUCATION, RESTORATION, LIBRARY, ARCHIVES, COLLECTIONS, MEMBERSHIP, MUSEUM STORE, MAINTENANCE OF EXHIBITS AND SUPPORT FOR VARIOUS EVENTS. VOLUNTEERS ALSO SERVE ON THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 RICHARD W TAYLOR AND STEPHEN R TAYLOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT REVIEWS THE 990 AND THEN PROVIDES A DRAFT OF THE FORM 990 TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE ANNUALLY SUBMITTED TO ALL TRUSTEES, EMPLOYEES AND VOLUNTEERS. HUMAN RESOURCES IS RESPONSIBLE FOR COLLECTING AND MONITORING RESPONSES AND REPORTING OF EXCEPTIONS, IF ANY, TO THE PRESIDENT AND CEO. IF A CONFLICT OF INTEREST EXISTS, THE LEGAL COMMITTEE WILL REVIEW AND RECOMMEND ACTIONS WHICH ARE SENT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. WHEN A CONFLICT OF INTEREST DOES EXIST, THE PERSON WITH THE CONFLICT ABSTAINS FROM THE DISCUSSION AND VOTE OF THE TRANSACTION OR AGREEMENT INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD CONSISTS OF THREE TRUSTEES, INCLUDING THE CHAIRMAN, AND IS RESPONSIBLE FOR ESTABLISHING THE SALARY OF THE PRESIDENT AND CEO BASED ON INDUSTRY AND CURRENT LOCAL STANDARDS. THE CFO'S COMPENSATION IS REVIEWED ANNUALLY BY THE CEO AND HUMAN RESOURCES. THE MOST RECENT COMPENSATION REVIEW OCCURRED MARCH 26, 2013. FORM 990, PART VI, SECTION C, LINE 19 MUSEUM OF FLIGHT DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 7,464. KING COUNTY MUSEUM OF FLIGHT AUTHORITY 9404 E MARGINAL WAY S SEATTLE WA 98108 AEROSPACE WA GOVERNMENT GOVERNMENT N/A 0 WINGS OVER WASHINGTON 9404 E MARGINAL WAY S SEATTLE WA 98108 911382181 SUPPORT, PROMOTE, & COORDINATE AVIATION ACTIVITIES IN WA STATE WA 501(C)(3) LINE 7 MUSEUM OF FLIGHT FOUNDATION 1 SPACE SHUTTLE EXHIBITION GALLERY 9404 E MARGINAL WAY S SEATTLE WA 98108 273465737 PROVIDE MUSEUM EXHIBITIONS & EDUCATION WA 501(C)(3) LINE 11A, I MUSEUM OF FLIGHT FOUNDATION 1 WINDWARD AVIATION INC 9404 E MARGINAL WAY S SEATTLE WA 98108 730789328 MUSEUM OK MUSEUM OF FLIGHT FOUNDATION S 3361685 1.00000 1 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0