BUTLER INSTITUTE OF AMERICAN ART: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BUTLER INSTITUTE OF AMERICAN ART (EIN 34-0748495)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-12-09
IRS object ID: 201323439349300227
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-12-09T13:10:53-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	341667340	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PACKER THOMAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	325 EAST WASHINGTON STREET	AddressLine1
City	NEW CASTLE	City
State	PA	State
ZIP Code	16101	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	340748495	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BUTLER INSTITUTE OF AMERICAN ART	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BUTL	NameControl
Phone	3307431107	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	524 WICK AVENUE	AddressLine1
City	YOUNGSTOWN	City
State	OH	State
ZIP Code	44502	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DR LOUIS ZONA	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	3307431107	Phone
Date Signed	2013-12-02	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH GABRIEL	Name
PTIN	P00595382	PTIN
Phone	7246572880	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DR LOUIS ZONA	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	524 WICK AVENUE	AddressLine1
City	YOUNGSTOWN	City
State	OH	State
ZIP Code	44502	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	20524574	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.BUTLERART.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1919	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	37	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	37	NbrIndependentVotingMembers
Total Nbr Employees	27	TotalNbrEmployees
Total Nbr Volunteers	192	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2921001	ContributionsGrantsPriorYear
Contributions Grants Current Year	2573813	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	47552	ProgramServiceRevenuePriorYear
Program Service Revenue CY	47045	ProgramServiceRevenueCY
Investment Income Prior Year	1160442	InvestmentIncomePriorYear
Investment Income Current Year	2064510	InvestmentIncomeCurrentYear
Other Revenue Prior Year	215092	OtherRevenuePriorYear
Other Revenue Current Year	109255	OtherRevenueCurrentYear
Total Revenue Prior Year	4344087	TotalRevenuePriorYear
Total Revenue Current Year	4794623	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	871507	SalariesEtcPriorYear
Salaries Etc Current Year	906996	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	40668	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1228766	OtherExpensePriorYear
Other Expenses Current Year	1178343	OtherExpensesCurrentYear
Total Expenses Prior Year	2100273	TotalExpensesPriorYear
Total Expenses Current Year	2085339	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2243814	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2709284	RevenuesLessExpensesCY
Total Assets BOY	59735371	TotalAssetsBOY
Total Assets EOY	64078063	TotalAssetsEOY
Total Liabilities BOY	66538	TotalLiabilitiesBOY
Total Liabilities EOY	71235	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	59668833	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	64006828	NetAssetsOrFundBalancesEOY
Mission Description	TO PROMOTE THE APPRECIATION OF ART THROUGH COLLECTIONS, EXHIBITS, AND EDUCATION.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	632573	Expense
Revenue	77831	Revenue
Description	ART COLLECTIONS	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	706270	Expense
Revenue	15015	Revenue
Description	ART EXHIBITS	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	144079	Expense
Revenue	32030	Revenue
Description	EDUCATIONAL PROGRAMS	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	1482922	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	15	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	27	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	37	NbrVotingGoverningBodyMembers
Number Independent Voting Members	37	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	1	LocalChapters
Policies Reference Chapters	1	PoliciesReferenceChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	AMY KAUFMAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3307431107	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	524 WICK AVENUE	AddressLine1
City	YOUNGSTOWN	City
State	OH	State
ZIP Code	44502	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
VINCENT BACON
TRUSTEE	1.00	X	0	0	0
DANIEL TIDRICK
PRESIDENT	1.00	X	0	0	0	X
WILLIAM BUCHMAN
SECRETARY	1.00	X	0	0	0	X
JOHN A ANDERSON
TRUSTEE	1.00	X	0	0	0
DR DEAN BALL
TRUSTEE	1.00	X	0	0	0
DR DOMINIC A BITONTE
TRUSTEE	1.00	X	0	0	0
WILLIAM J BRESNAHAN
TRUSTEE	1.00	X	0	0	0
MARK A BROWN
TRUSTEE	1.00	X	0	0	0
THOMAS J CAVALIER
TREASURER	1.00	X	0	0	0	X
JOE DICKEY JR
TRUSTEE	1.00	X	0	0	0
JEFF DRAIME
TRUSTEE	1.00	X	0	0	0
DR JOHN L DUNNE
TRUSTEE	1.00	X	0	0	0
ERLE FLAD
TRUSTEE	1.00	X	0	0	0
ATTY REBECCA M GERSON
TRUSTEE	1.00	X	0	0	0
DR WILLIAM GELLER KATZ
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
CLARENCE R SMITH
TRUSTEE	1.00	X	0	0	0
JAN TRAVAGLINI
TRUSTEE	1.00	X	0	0	0
FLORENCE WANG
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 TONTI
TRUSTEE	1.00	X	0	0	0
JOHN MACINTOSH
TRUSTEE	1.00	X	0	0	0
NICHOLAS ZENNARIO
VICE PRESIDENT	1.00	X	0	0	0	X
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
BRUCE ZOLDAN
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 LOUIS ZONA
EXECUTIVE DIRECTOR	40.00		100000	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	100000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DAVIS INTERNATIONAL INC	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1155 MEADOWBROOK AVENUE	AddressLine1
City	YOUNGSTOWN	City
State	OH	State
ZIP Code	44512	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	CONSTRUCTION	DescriptionOfServices
Compensation	1501198	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Membership Dues	43883	MembershipDues
Government Grants	298008	GovernmentGrants
All Other Contributions	2231922	AllOtherContributions
Noncash Contributions	227925	NoncashContributions
Total Contributions	2573813	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	INSTRUCTIONAL/EXHIBIT FEES	Description
Business Code	900099	BusinessCode
Total Revenue Column	47045	TotalRevenueColumn
Related Or Exempt Function Income	47045	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	47045	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	765909	TotalRevenueColumn
Exclusion	$765,909	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	126563	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	109200	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	17363	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	17363	TotalRevenueColumn
Related Or Exempt Function Income	17363	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	16859375	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	15560774	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1298601	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1298601	TotalRevenueColumn
Exclusion	$1,298,601	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	53831	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	22407	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	31424	TotalRevenueColumn
Exclusion	$31,424	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	71020	GrossSalesOfInventory
Cost Of Goods Sold	37570	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	33450	TotalRevenueColumn
Related Or Exempt Function Income	33450	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS REVENUE	Description
Business Code	900099	BusinessCode
Total Revenue Column	27018	TotalRevenueColumn
Related Or Exempt Function Income	27018	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	27018	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4794623	TotalRevenueColumn
Related Or Exempt Function Income	124876	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,095,934	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	100000	Total
Program Services	60000	ProgramServices
Management And General	30000	ManagementAndGeneral
Fundraising	10000	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	561688	Total
Program Services	337013	ProgramServices
Management And General	208207	ManagementAndGeneral
Fundraising	16468	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	35362	Total
Program Services	21218	ProgramServices
Management And General	12730	ManagementAndGeneral
Fundraising	1414	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	155129	Total
Program Services	93078	ProgramServices
Management And General	55846	ManagementAndGeneral
Fundraising	6205	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	54817	Total
Program Services	32890	ProgramServices
Management And General	19734	ManagementAndGeneral
Fundraising	2193	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	106632	Total
Management And General	106632	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	25336	Total
Program Services	7601	ProgramServices
Management And General	17735	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	44083	Total
Program Services	6612	ProgramServices
Management And General	33724	ManagementAndGeneral
Fundraising	3747	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	36756	Total
Program Services	34918	ProgramServices
Management And General	1838	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	367224	Total
Program Services	348862	ProgramServices
Management And General	18362	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	4972	Total
Program Services	4972	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	351176	Total
Program Services	312547	ProgramServices
Management And General	38629	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	82896	Total
Program Services	74606	ProgramServices
Management And General	8290	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
EXHIBITS EXPENSE	42778	42778
FREIGHT AND SHIPPING	41541	41541
EDUCATION EXPENSE	18689	17755	934
PERMANENT COLLECTION EX	15030	15030

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	41230	Total
Program Services	31501	ProgramServices
Management And General	9088	ManagementAndGeneral
Fundraising	641	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2085339	Total
Program Services	1482922	ProgramServices
Management And General	561749	ManagementAndGeneral
Fundraising	40668	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	107488	BOY
EOY	81139	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2686789	BOY
EOY	2193502	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	72076	BOY
EOY	337003	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	189271	BOY
EOY	177020	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	18024	BOY
EOY	17293	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	30724	BOY
EOY	33575	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	14589580	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	7494130	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	5559781	BOY
EOY	7095450	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	32776279	BOY
EOY	35587403	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	18294939	BOY
EOY	18555678	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	59735371	BOY
EOY	64078063	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	24048	BOY
EOY	50330	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	42490	BOY
EOY	20905	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	66538	BOY
EOY	71235	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	53459845	BOY
EOY	56581625	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2542990	BOY
EOY	2759205	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3665998	BOY
EOY	4665998	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	59668833	BOY
EOY	64006828	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	59735371	BOY
EOY	64078063	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	2709284	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	1628711	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	929366	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1055847	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1888073	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1121001	CurrentTaxYearMinus1Year
Current Tax Year	1400938	CurrentTaxYear
Total	6395225	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	929366	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1055847	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1888073	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1121001	CurrentTaxYearMinus1Year
Current Tax Year	1400938	CurrentTaxYear
Total	6395225	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	1016633	AmountsSubstContributorsTotal
Public Support Total170	5378592	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1037634	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	818013	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	708346	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	755748	CurrentTaxYearMinus1Year
Current Tax Year	783272	CurrentTaxYear
Total	4103013	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	90980	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	101334	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	180402	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	201964	CurrentTaxYearMinus1Year
Current Tax Year	91892	CurrentTaxYear
Total	666572	Total

Field	Value	IRS element (for citing)
Total Support	11164810	TotalSupport
Gross Receipts From Admissions Etc	423070	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.48170	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.48490	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
General Explanation	SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, SECTION B, LINE 10: INCOME FROM SPECIAL EVENTS ($31,424), SALE OF INVENTORY ($33,450), AND MISCELLANEOUS INCOME ($27,018)	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	227925	RevenuesIncluded
Assets In Part X	18555678	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	0	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	28928923	BeginningOfYearBalance
Contributions	1000000	Contributions
Investment Earnings Or Losses	2987433	InvestmentEarningsOrLosses
Other Expenditures	502316	OtherExpenditures
End Of Year Balance	32414040	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	28914115	BeginningOfYearBalance
Investment Earnings Or Losses	167111	InvestmentEarningsOrLosses
Other Expenditures	152303	OtherExpenditures
End Of Year Balance	28928923	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	24635046	BeginningOfYearBalance
Investment Earnings Or Losses	4750799	InvestmentEarningsOrLosses
Other Expenditures	471730	OtherExpenditures
End Of Year Balance	28914115	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	23108063	BeginningOfYearBalance
Investment Earnings Or Losses	1990727	InvestmentEarningsOrLosses
Other Expenditures	463744	OtherExpenditures
End Of Year Balance	24635046	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	28389102	BeginningOfYearBalance
Investment Earnings Or Losses	-4382075	InvestmentEarningsOrLosses
Other Expenditures	898964	OtherExpenditures
End Of Year Balance	23108063	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.82000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.14000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.04000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	55000	OtherCostOrOtherBasis
Book Value	55000	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	11007314	OtherCostOrOtherBasis
Depreciation	5952512	Depreciation
Book Value	5054802	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1856864	OtherCostOrOtherBasis
Depreciation	58314	Depreciation
Book Value	1798550	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1670402	OtherCostOrOtherBasis
Depreciation	1483304	Depreciation
Book Value	187098	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	7095450	TotalOfBookValueLandBuildings

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ART COLLECTION	Description
Book Value	18555678	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	18555678	TotalBookValueOtherAssets
Tot Revenue Etc Audited Fincl Stmt	6592511	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1628711	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	109200	DonatedSrvcAndUseOfFacilities
Other Revenues	59977	OtherRevenues
Revenue Not Rptd F990	1797888	RevenueNotRptdF990
Revenue Subtotal	4794623	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4794623	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2254516	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	109200	DonatedServicesUseOfFacilities
Other Expenses Included	59977	OtherExpensesIncluded
Expenses Not Rptd F990	169177	ExpensesNotRptdF990
Expenses Subtotal	2085339	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2085339	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART III, LINE 4:	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.	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
	FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES	PART XI, LINE 2D - OTHER ADJUSTMENTS:
	FUNDRAISING AND MUSEUM GIFT SHOP EXPENSES	PART XII, LINE 2D - OTHER ADJUSTMENTS:

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	AMERICAN HOLIDAY	NameOfEvent1
Gross Receipts Event1	53831	GrossReceiptsEvent1
Gross Revenue Event1	53831	GrossRevenueEvent1
Rent Facility Costs Event1	22407	RentFacilityCostsEvent1
Gross Receipts Total	53831	GrossReceiptsTotal
Gross Revenue Total Events	53831	GrossRevenueTotalEvents
Rent Facility Costs Total Events	22407	RentFacilityCostsTotalEvents
Direct Expense Summary Events	22407	DirectExpenseSummaryEvents
Net Income Summary	31424	NetIncomeSummary

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	DOUGLAS LUMSDEN	NamePerson

Field	Value	IRS element (for citing)
Relationship	TRUSTEE	Relationship
Amount Of Transaction	1501198	AmountOfTransaction
Description Of Transaction	THE COMPANY OF WHICH DOUGLAS LUMSDEN IS PRESIDENT (DAVIS INTERNATIONAL, INC.) WAS CONTRACTED TO BUILD A BRIDGE CONNECTING TWO BUTLER BUILDINGS.	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	235	NumberOfContributions
Noncash Contribs Rptd F990	227925	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISED VALUE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	2	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:	Identifier
Return Reference	PART I, COLUMN (B):	ReturnReference
Explanation	235 ITEMS OF ARTWORK WERE RECEIVED.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
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.