HEARD MUSEUM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEARD MUSEUM (EIN 86-0107517)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-27
- IRS object ID
- 201330589349300633
- Schema version
- 2011v1.5
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-27T16:14:18-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860107517 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEARD MUSEUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 6022510222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LELAND W PETERSON | Name |
| Title | CEO | Title |
| Phone | 6022510222 | Phone |
| Date Signed | 2013-02-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHIL MCCOLLUM | Name |
| PTIN | P00129716 | PTIN |
| Phone | 6022662248 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LELAND W PETERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10769873 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEARD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1929 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE THE GENERAL PUBLIC ABOUT ARTS AND CULTURE OF AMERICAN INDIANS, (SEE SCHEDULE O) WITH A FOCUS ON TRIBES OF THE SOUTHWEST USA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 167 | TotalNbrEmployees |
| Total Nbr Volunteers | 475 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2761013 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3025296 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1838180 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1974108 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 212564 | InvestmentIncomePriorYear |
| Investment Income Current Year | 54592 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2291137 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1916391 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7102894 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6970387 | 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 | 3969467 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4131471 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8377 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 894977 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4915390 | OtherExpensePriorYear |
| Other Expenses Current Year | 5710323 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8893234 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9841794 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1790340 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2871407 | RevenuesLessExpensesCY |
| Total Assets BOY | 30272052 | TotalAssetsBOY |
| Total Assets EOY | 28670917 | TotalAssetsEOY |
| Total Liabilities BOY | 2046655 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2947578 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28225397 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25723339 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO EDUCATE THE GENERAL PUBLIC ABOUT ARTS AND CULTURE OF AMERICAN INDIANS, WITH A FOCUS ON TRIBES OF THE SOUTHWEST USA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7162743 | Expense |
| Revenue | 3711783 | Revenue |
| Description | THE HEARD MUSEUM, LOCATED IN PHOENIX, ARIZONA, WAS FOUNDED IN 1929. THE HEARD IS A WORLD-CLASS AND WORLD-RENOWNED MUSEUM FEATURING MORE THAN 130,000 SQUARE FEET OF EXHIBIT, EVENT, AND RETAIL/ DINING SPACE, AND IS SITED ON 8 ACRES IN THE DOWNTOWN ARTS DISTRICT. THE PRIVATE NON-PROFIT MUSEUM PURSUES AN EDUCATIONAL MISSION OF PRESENTING, PERFORMING AND OFFERING THE PUBLIC THE ARTS AND HISTORY OF THE AMERICAN INDIANS AND OTHER INDIGENOUS PEOPLES OF THE AMERICAS, WITH AN EMPHASIS ON TRIBES OF THE SOUTHWEST. THE HEARD ACCOMPLISHES THIS TASK BY: ORGANIZING EXHIBITS THAT SHOWCASE BOTH ITS COLLECTION OF MORE THEN 40,000 FINE ARTWORKS AND CULTURAL ARTIFACTS IN ITS PERMANENT COLLECTION AND ARTWORKS FROM OTHER INSTITUTIONS AND INDIVIDUALS; HOLDING SPECIAL EVENTS THAT HIGHLIGHT ONE OR MORE ASPECTS OF NATIVE ART, CULTURES AND HISTORY AND HOSTING MORE THAN 12,000 SCHOOL CHILDREN TOURING THE MUSEUM EACH YEAR; SUPPORTING THE CAREERS OF AMERICAN INDIAN ARTISTS WITH AUTHENTIC INDIGENOUS OFFERINGS IN THE HEARD'S RETAIL VENUES, WHICH INCLUDE THE HEARD MUSEUM SHOPS, THE BERLIN GALLERY AND BOOKS & MORE. | Description |
| Total Program Service Expense | 7162743 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 141 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 167 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | AZ | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CARLOS ROJAS | NamePerson |
| Telephone Number | 6022510222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 N CENTRAL AVE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| MARK B BONSALL | |||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| LELAND W PETERSON | |||||||
| VICE-CHAIR (INTERIM PRESIDENT & CEO) | 40.00 | X | X | 0 | 0 | 0 | |
| DR GEORGE BLUE SPRUCE JR | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| F WESLEY CLELLAND III | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| SHIRLEY AVERY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDDIE BASHA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARLENE K BEN-HORIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD R BERLIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT B BULLA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN R CHANEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT A COWIE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER CLARK DESCHENE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RYAN P DESMOND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT S DIAMOND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER S FINE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PATRICIA K HIBBELER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARRIE L HULBURD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R HUNTWORK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY H KAHN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM LAVIDGE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN R LEWIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| VALERIE MANNING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN MELAMED | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALICE AJ MONONGYE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH MURFEE DECONCINI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN H NAVRAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT H OCONNOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR L PELBERG MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WICK PILCHER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK SCHIAVONI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOETTE B SCHMIDT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN B STITELER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD B WEST III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LETITIA CHAMBERS | |||||||
| CEO | 40.00 | X | 198475 | 0 | 0 | ||
| CARLOS L ROJAS | |||||||
| CFO | 40.00 | X | 58760 | 0 | 1900 | ||
| STEVEN HEDDEN | |||||||
| (FORMER) INTERIM CFO | 40.00 | 116250 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 373485 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1900 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 965012 | MembershipDues |
| Fundraising Events | 113910 | FundraisingEvents |
| Government Grants | 98260 | GovernmentGrants |
| All Other Contributions | 1848114 | AllOtherContributions |
| Noncash Contributions | 332280 | NoncashContributions |
| Total Contributions | 3025296 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 611710 | 997098 | 997098 |
| FAIR INCOME | 900099 | 585916 | 585916 |
| PRIVATE USE FEES | 721000 | 364968 | 364968 |
| EDUCATIONAL REVENUE | 611710 | 26126 | 26126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1974108 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54592 | TotalRevenueColumn |
| Exclusion | $54,592 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4270 | TotalRevenueColumn |
| Exclusion | $4,270 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 295683 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 113910 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 173790 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121893 | TotalRevenueColumn |
| Exclusion | $121,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 9186 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9186 | TotalRevenueColumn |
| Exclusion | $9,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5363371 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3625696 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1737675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1737675 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 43367 | TotalRevenueColumn |
| Exclusion | $43,367 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43367 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6970387 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3711783 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $233,308 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525220 | Total |
| Management And General | 525220 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3036937 | Total |
| Program Services | 2479844 | ProgramServices |
| Management And General | 253572 | ManagementAndGeneral |
| Fundraising | 303521 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312220 | Total |
| Program Services | 230820 | ProgramServices |
| Management And General | 68477 | ManagementAndGeneral |
| Fundraising | 12923 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257094 | Total |
| Program Services | 184549 | ProgramServices |
| Management And General | 48733 | ManagementAndGeneral |
| Fundraising | 23812 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161482 | Total |
| Management And General | 161482 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43045 | Total |
| Management And General | 43045 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37490 | Total |
| Management And General | 37490 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284362 | Total |
| Program Services | 171465 | ProgramServices |
| Management And General | 86131 | ManagementAndGeneral |
| Fundraising | 26766 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424971 | Total |
| Program Services | 351828 | ProgramServices |
| Fundraising | 73143 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348491 | Total |
| Program Services | 292823 | ProgramServices |
| Management And General | 51733 | ManagementAndGeneral |
| Fundraising | 3935 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84802 | Total |
| Program Services | 48686 | ProgramServices |
| Management And General | 28164 | ManagementAndGeneral |
| Fundraising | 7952 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 791356 | Total |
| Program Services | 791356 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12883 | Total |
| Program Services | 4940 | ProgramServices |
| Management And General | 2653 | ManagementAndGeneral |
| Fundraising | 5290 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57109 | Total |
| Program Services | 24380 | ProgramServices |
| Management And General | 27575 | ManagementAndGeneral |
| Fundraising | 5154 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37071 | Total |
| Management And General | 37071 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2213472 | Total |
| Program Services | 1549758 | ProgramServices |
| Management And General | 331857 | ManagementAndGeneral |
| Fundraising | 331857 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80871 | Total |
| Management And General | 80871 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | 553239 | 553239 | |
| EXHIBIT EXPENSES | 413696 | 413696 | |
| FUNDRAISING EXPENSE | 87981 | 87981 | |
| MEMBER SUPPORT | 78002 | 65359 | 12643 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9841794 | Total |
| Program Services | 7162743 | ProgramServices |
| Management And General | 1784074 | ManagementAndGeneral |
| Fundraising | 894977 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290220 | BOY |
| EOY | 433483 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465034 | BOY |
| EOY | 414708 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356598 | BOY |
| EOY | 61790 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11346 | BOY |
| EOY | 6713 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2206895 | BOY |
| EOY | 2064268 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372113 | BOY |
| EOY | 140890 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41030743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19022818 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23427714 | BOY |
| EOY | 22007925 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3060555 | BOY |
| EOY | 3454119 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71486 | BOY |
| EOY | 78021 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10091 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30272052 | BOY |
| EOY | 28670917 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783588 | BOY |
| EOY | 978080 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502962 | BOY |
| EOY | 433198 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413546 | BOY |
| EOY | 1100000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 109674 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346559 | BOY |
| EOY | 326626 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2046655 | BOY |
| EOY | 2947578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23128253 | BOY |
| EOY | 20219760 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2269400 | BOY |
| EOY | 2600816 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2827744 | BOY |
| EOY | 2902763 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28225397 | BOY |
| EOY | 25723339 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30272052 | BOY |
| EOY | 28670917 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2871407 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 369349 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 4625834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5194720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4156371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2761013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3025296 | CurrentTaxYear |
| Total | 19763234 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130000 | CurrentTaxYearMinus2Years |
| Total | 375500 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4741334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5324720 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4286371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2761013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3025296 | CurrentTaxYear |
| Total | 20138734 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 931688 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19207046 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 143051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 141752 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58862 | CurrentTaxYear |
| Total | 479030 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 208964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 343105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 348236 | CurrentTaxYear |
| Total | 985166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21602930 | TotalSupport |
| Gross Receipts From Admissions Etc | 16971427 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS FUNDRAISING | 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
| 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 |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4094164 | BeginningOfYearBalance |
| Contributions | 10519 | Contributions |
| Investment Earnings Or Losses | 450867 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4555550 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4162062 | BeginningOfYearBalance |
| Contributions | 129329 | Contributions |
| Investment Earnings Or Losses | -197227 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4094164 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3093905 | BeginningOfYearBalance |
| Contributions | 849761 | Contributions |
| Investment Earnings Or Losses | 318411 | InvestmentEarningsOrLosses |
| Other Expenditures | 100015 | OtherExpenditures |
| End Of Year Balance | 4162062 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3372853 | BeginningOfYearBalance |
| Contributions | 245885 | Contributions |
| Investment Earnings Or Losses | -168449 | InvestmentEarningsOrLosses |
| Other Expenditures | 356384 | OtherExpenditures |
| End Of Year Balance | 3093905 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36690 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62070 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22512378 | OtherCostOrOtherBasis |
| Depreciation | 9007648 | Depreciation |
| Book Value | 13504730 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6044672 | OtherCostOrOtherBasis |
| Depreciation | 2293363 | Depreciation |
| Book Value | 3751309 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2695759 | OtherCostOrOtherBasis |
| Depreciation | 2313652 | Depreciation |
| Book Value | 382107 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9777934 | OtherCostOrOtherBasis |
| Depreciation | 5408155 | Depreciation |
| Book Value | 4369779 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22007925 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $87,351 |
| GIFT ANNUITY PAYABLE | $239,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 326626 | TotalOfAmounts |
| Total Revenue | 6970387 | TotalRevenue |
| Total Expenses | 9841794 | TotalExpenses |
| Excess Or Deficit For Year | -2871407 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 318336 | NetUnrealizedGLOnInvestments |
| Other | $307,402 | OtherAmount |
| Total Adjustments | 625738 | TotalAdjustments |
| Excess Or Deficit Per FS | -2245669 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11243579 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 318336 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 59250 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3895606 | OtherRevenues |
| Revenue Not Rptd F990 | 4273192 | RevenueNotRptdF990 |
| Revenue Subtotal | 6970387 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6970387 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13489248 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 59250 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 3625696 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3684946 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9804302 | ExpensesSubtotal |
| Other Expenses Not Included | 37492 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 37492 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9841794 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE COLLECTIONS OF THE MUSEUM INCLUDE SEVERAL CATEGORIES OF NATIVE AMERICAN ART, PRIMARILY KACHINA DOLLS, BASKETS, JEWELRY, TEXTILES, CERAMICS AND FINE ART, AS WELL AS COLLECTIONS FROM OTHER INDIGENOUS PEOPLES OF LATIN AMERICA, AFRICA AND OCEANIA, AND ARE EXPENSED IN THE PERIOD PURCHASED. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ART OBJECTS CONTRIBUTED TO THE MUSEUM ARE NOT INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. FURTHERMORE, IN CONFORMITY WITH INDUSTRY PRACTICE, THE MUSEUM HAS NOT RECORDED THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. THE FAIR VALUE OF CERTAIN COLLECTIONS IS DETERMINED BASED ON THIRD-PARTY EVIDENCE OF COMPARABLE ART SOLD THROUGH AUCTION HOUSES. THE FAIR VALUE OF COLLECTIONS CONTRIBUTED TO THE MUSEUM DURING 2012 AND 2011 WAS APPROXIMATELY $1,265,000 AND $1,656,000, RESPECTIVELY. | |
| PART III, LINE 4: | THE CORPORATION MAINTAINS A MUSEUM OF HISTORY AND ART IN THE CITIES OF PHOENIX AND SCOTTSDALE, ARIZONA FOR THE PURPOSE OF EDUCATING THE PUBLIC ABOUT THE HERITAGE, LIVING CULTURES AND ARTS OF INDEGENOUS PEOPLES, WITH AN EMPHASIS ON THE AMERICAN INDIANS OF THE SOUTHWEST. THIS PURPOSE IS ACCOMPLISHED THROUGH THE HEARD MUSEUM'S PROGRAMS OF EDUCATION, EXHIBITION, COLLECTION, RESEARCH, AND PUBLICATION. | |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO PROVIDE FOR THE FUTURE FINANCIAL STRENGTH OF THE ORGANIZATION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE INCOME TAX PORTION OF THE MUSEUM'S FINANCIAL STATEMENT FOOTNOTE CONTAINS A DESCRIPTION OF THE ORGANIZATION'S QUALIFICATION AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT THEN CONTAINS THE FOLLOWING TEXT REGARDING UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): THE MUSEUM EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. MANAGEMENT BELIEVES THAT THE HEARD MUSEUM HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2012 AND 2011. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| HEARD FAMILY TRUST INCOME 253,242. CHANGE IN GIFT ANNUITY 54,158. ROUNDING 2. TOTAL TO SCHEDULE D, PART XI, LINE 8: 307,402. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 3,625,696. CHANGE IN GIFT ANNUITIES 54,158. ELIMINATE SEPARATE TRUST INCOME 253,242. INVESTMENT FEES NETTED AGAINST REVENUE -37,490. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 3,625,696. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INVESTMENT FEES 37,490. ROUNDING 2. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| PART XI, LINE 10: THE 2012 $2.2 MILLION DEFICIT PER THE AUDITED FINANCIAL STATEMENTS INCLUDES A NUMBER OF NON-CASH AND NON-RECURRING EXPENSES SUMMARIZED ON THE TABLE BELOW. REVERSING THE EFFECT OF THESE NON-CASH AND NON-RECURRING EXPENSES BETTER REFLECTS OPERATING RESULTS OF THE MUSEUM'S CORE OPERATIONS. 2012 DEFICIT (2,245,669) PLUS: DEPRECIATION 2,213,472 RETIREMENT AND SEVERANCE COSTS 351,000 INVENTORY VALUATION ADJUSTMENTS 232,000 BEQUEST SETTLEMENT COSTS 127,000 ----------------------------------------------- 2012 RESULTS AFTER ADJUSTING FOR DEPRECIATION AND NON RECURRING COSTS 677,803 THE MUSEUM BOARD AND STAFF IMPLEMENTED A 2013 BUDGET THAT CALLS FOR EXPENSE REDUCTIONS $650K; THE MUSEUM IS ON TARGET TO MEET THIS 2013 GOAL. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MOONDANCE | NameOfEvent1 |
| Gross Receipts Event1 | 256335 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 76510 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 179825 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 52681 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 16395 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 41015 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NORTH GALA | NameOfEvent2 |
| Gross Receipts Event2 | 67200 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 21400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 45800 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 39575 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2800 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 1400 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 86058 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 16000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 70058 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 10413 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 4480 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 5031 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 409593 | GrossReceiptsTotal |
| Charitable Contributions Total | 113910 | CharitableContributionsTotal |
| Gross Revenue Total Events | 295683 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 102669 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 23675 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 47446 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 173790 | DirectExpenseSummaryEvents |
| Net Income Summary | 121893 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LETITIA CHAMBERS | |||||||||||||
| 198475 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 198475 | 0 | 0 | 0 |
| STEVEN HEDDEN | |||||||||||||
| 116250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 116250 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | ON JULY 31, 2012 THE MUSEUM'S PRESIDENT LETITIA CHAMBERS RETIRED; IN ACCORDANCE WITH THE TERMS OF THE EMPLOYMENT AGREEMENT THE HEARD MUSEUM IS MAKING RETIREMENT PAYMENTS OF $16.6K PER MONTH THROUGH JUNE 2013. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ROBERT BULLA | |||
| TRUSTEE | 252700 | MR BULLA IS ON THE BOARD OF DIRECTORS OF BLUE CROSS/BLUE SHIELD OF AZ (BCBS). BCBS IS THE MUSEUM'S HEALTH INSURANCE PROVIDER. BCBS HAS BEEN THE MUSEUM'S MEDICAL INSURANCE CARRIER FOR THE LAST 10+ YEARS. ANNUALLY THE INSURANCE COVERAGE IS COMPETITIVELY BID BY THE MUSEUM'S HEALTH INSURANCE BROKER, FRINGE BENEFIT GROUP. IN THE PAST, BCBS HAS BEEN SELECTED AS A RESULT OF HAVING A COMPETITIVE BID PLUS A VERY BROAD NETWORK OF CARE PROVIDERS IN PHOENIX. | 0 |
| SUE NAVRAN | |||
| TRUSTEE | 252700 | MS. NAVRAN IS THE EXECUTIVE VICE PRESIDENT, EXTERNAL OPERATIONS AT BLUE CROSS/BLUE SHIELD OF AZ (BCBS). BCBS IS THE MUSEUM'S HEALTH INSURANCE PROVIDER. BCBS HAS BEEN THE MUSEUM'S MEDICAL INSURANCE CARRIER FOR THE LAST 10+ YEARS. ANNUALLY THE INSURANCE COVERAGE IS COMPETITIVELY BID BY THE MUSEUM'S HEALTH INSURANCE BROKER, FRINGE BENEFIT GROUP. IN THE PAST, BCBS HAS BEEN SELECTED AS A RESULT OF HAVING A COMPETITIVE BID PLUS A VERY BROAD NETWORK OF CARE PROVIDERS IN PHOENIX. | 0 |
| JOHN BULLA | |||
| VP OF OPERATIONS | 88140 | JOHN IS THE SON OF ROBERT BULLA, TRUSTEE. JOHN RECEIVES COMPENSATION FOR HIS DUTIES AS THE VICE PRESIDENT OF OPERATIONS. HIS SALARY IS DETERMINED UNDER THE SAME PROCEDURES THAT APPLY TO ALL OF THE OTHER EMPLOYEES OF THE ORGANIZATION. | 0 |
| MARK SCHIAVONI | |||
| TRUSTEE | 360882 | MR. SCHIAVONI IS THE EXECUTIVE VICE PRESIDENT OPERATIONS AT ARIZONA PUBLIC SERVICE (APS). APS SUPPLIES THE MUSEUM WITH ALL OF ITS ELECTRIC POWER AT RATES ESTABLISHED BY STATE REGULATORS. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 29 | NumberOfContributions |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7423 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 317481 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | FUNDRAISER DONATIONS | Description |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13035 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 4 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | NUMBER OR CONTRIBUTORS WAS USED. |
| THIRD PARTY USE: | PART I, LINE 32B: | A BROKER FOR LIQUIDATION OF SECURITIES. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | DURING THE YEAR, THE ORGANIZATION RECEIVED WORKS OF ART, BOOKS, AND PUBLICATIONS DONATED THAT WERE ADDED TO ITS COLLECTION. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, OBJECTS CONTRIBUTED TO THE ORGANIZATION ARE NOT INCLUDED AS REVENUE OR EXPENSE ON FORM 990, PARTS VIII OR IV AS MORE FULLY EXPLAINED IN SCHEDULE D. THE FAIR MARKET VALUES OF CERTAIN COLLECTIONS IS DETERMINED BASED ON THIRD-PARTY EVIDENCE OF COMPARABLE ART SOLD THROUGH AUCTION HOUSES AND WERE VALUED AT APPROXIMATELY $1,265,000. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IN THE HEARD MUSEUM SHALL BE OPEN TO ALL PERSONS UPON PAYMENT OF SUCH DUES AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME ESTABLISH. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS SHALL ELECT THE BOARD OF TRUSTEES TO OVERSEE THE BUSINESS OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS ELECT THE OPERATING BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN WILL BE REVIEWED BY THE CFO AND FINANCE COMMITTEE PRIOR TO A FINAL REVIEW BY THE BOARD OF TRUSTEES. THE RETURN WILL BE FILED WITH THE IRS AFTER APPROVAL BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN ANY CASE WHERE THE HEARD ENTERS INTO A TRANSACTION IN WHICH A TRUSTEE IS AN INTERESTED PARTY, THE TRUSTEE SHALL NOT PARTICIPATE IN ANY DECISIONS CONCERNING THE SOURCE OF THE CONFLICT. THIS PROVISION SHALL ALSO APPLY IN ANY CASE WHERE A FAMILY MEMBER OF A TRUSTEE IS EMPLOYED BY OR IS A CONTRACTOR TO THE MUSEUM AND SHALL INCLUDE ANY DISCUSSIONS OR DECISIONS RELATED TO EMPLOYMENT OR OTHER ASSOCIATION, PERFORMANCE EVALUATION OR COMPENSATION OF A FAMILY MEMBER. EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A)HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B)HAS READ AN UNDERSTANDS THE POLICY, (C)HAS AGREED TO COMPLY WITH THE POLICY, AND (D)UNDERSTANDS THAT THE HEARD IS A TAX-EXEMPT ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS SALARY OF THE EXECUTIVE DIRECTOR ANNUALLY. THE COMMITTEE DISCUSSES THE COMPENSATION OF OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS DURING THE REVIEW PROCESS. THE COMPENSATION COMMITTEE IS MADE UP OF THE INDEPENDENT OFFICERS OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 318,336. CHANGE IN GIFT ANNUITY 54,158. ADJUSTMENT TO NET ASSET BEGINNING BALANCE -3,145. TOTAL TO FORM 990, PART XI, LINE 5: 369,349. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE AUDIT COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NOT CHANGE FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD MUSEUM ENDOWMENT TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JP MORGAN CHASE BANK 270 PARK | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946095432 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 4947(A)(1) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD FAMILY TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 35954 | AmountInvolved |
| Method Of Amt Determination | FAIR MARKET VALUE | MethodOfAmtDetermination |
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