2013-07-30T16:34:18-05:00 2012-09-30 860683059 BEACHFLEISCHMAN PC PO BOX 64130 TUCSON AZ 857284130 990 2011-10-01 860111675 ARIZONA-SONORA DESERT MUSEUM ARIZ 5208831380 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 CRAIG S IVANYI 5208831380 2013-07-25 1 KAREN K MCCLOSKEY CPA P00099644 5203214600 2011 2016-02-24 21:20:13Z CRAIG S IVANYI 2021 NORTH KINNEY ROAD TUCSON AZ 857439719 11272221 0 X WWW.DESERTMUSEUM.ORG X 1952 AZ SONORAN DESERT EDUCATION THROUGH ZOOLOGICAL, BOTANICAL, GEOLOGICAL, AND CULTURAL PRESENTATIONS. 20 20 139 500 0 0 3315874 3805963 3416644 3546845 468926 433321 583513 611422 7784957 8397551 0 0 0 0 4830931 4577273 0 0 530170 3790477 3971609 8621408 8548882 -836451 -151331 25379435 26117061 1096365 1303231 24283070 24813830 X THE MISSION OF THE ARIZONA-SONORA DESERT MUSEUM IS TO INSPIRE PEOPLE TO LIVE IN HARMONY WITH THE NATURAL WORLD BY FOSTERING LOVE, APPRECIATION, AND UNDERSTANDING OF THE SONORAN DESERT. 0 0 GENERAL OVERVIEW:THE ARIZONA-SONORA DESERT MUSEUM IS A WORLD-RENOWNED ZOO, NATURAL HISTORY MUSEUM AND BOTANICAL GARDEN. EXHIBITS REALISTICALLY RE-CREATE THE NATURAL LANDSCAPE OF THE SONORAN DESERT REGION. WITHIN THE MUSEUM GROUNDS, VISITORS WILL SEE MORE THAN 300 ANIMAL SPECIES AND 1,200 KINDS OF PLANTS. THERE ARE ALMOST 2 MILES OF PATHS TRAVERSING 21 ACRES OF BEAUTIFUL DESERT. THE MUSEUM IS OPEN FOR PUBLIC VISITATION EVERY DAY OF THE YEAR. SINCE ITS OPENING IN 1952, APPROXIMATELY 21,000,000 PEOPLE FROM AROUND THE WORLD HAVE VISITED THE MUSEUM. SOME 21,000 INDIVIDUALS AND FAMILIES CURRENTLY HOLD MEMBERSHIPS IN THE MUSEUM. IN FISCAL YEAR 2012, ATTENDANCE AT THE MUSEUM WAS 367,487 VISITORS. 6480199 3510745 CONSERVATION EDUCATION AND SCIENCE DEPARTMENT:INITIATIVES UNDERTAKEN BY THE CONSERVATION EDUCATION AND SCIENCE DEPARTMENT ARE PROJECT-BASED, SUCH THAT EDUCATION AND SCIENCE STAFF WORK SIDE-BY-SIDE TO DEVELOP AND DELIVER PROGRAMS THAT ARE NOT ONLY SCIENTIFICALLY SOUND, BUT ARE ALSO TRANSLATED INTO PUBLIC EDUCATION AND RESULT IN MEANINGFUL CONSERVATION EFFORTS. USING THIS MODEL, SCIENTISTS AND EDUCATORS COLLABORATE IN WAYS THAT ARE MORE: COST-EFFECTIVE, MUTUALLY BENEFICIAL FOR THE PROJECT AND THE MUSEUM, AND ATTRACTIVE TO BOTH FUNDERS AND COMMUNITY PARTNERS. ALL OF THE DEPARTMENT'S PROGRAMS PARTNER BROADLY ACROSS THE LANDSCAPE OF THE U.S. AND MEXICAN SCIENCE, EDUCATION, AND CONSERVATION COMMUNITY. MAJOR PROGRAM AREAS IN THE CONSERVATION EDUCATION AND SCIENCE DEPARTMENTI. DOCENT PROGRAM: DOCENTS CONTRIBUTED 75,000 HOURS TO THE MUSEUM IN 2012DOCENTS ARE PART OF A MUSEUM-WIDE VOLUNTEER PROGRAM, DOCENTS DIFFER FROM OTHER VOLUNTEERS IN THE INTERPRETIVE NATURE OF THEIR WORK AND IN THE EXTENSIVE TRAINING SUCH WORK REQUIRES. ASDM DOCENTS ARE TRAINED VOLUNTEERS WHO INTERPRET THE NATURAL HISTORY OF THE SONORAN DESERT REGION TO MUSEUM VISITORS AND TO GROUPS WITHIN THE COMMUNITY. IN DOING SO, THEY HELP THE MUSEUM FULFILL ITS CONSERVATION EDUCATION MISSION. DOCENTS ARE ADULTS OF ALL AGES, WALKS OF LIFE, AND EDUCATIONAL BACKGROUNDS. THERE ARE CURRENTLY NEARLY 200 DOCENTS VOLUNTEERING ONE DAY PER WEEK (OR MORE). A DOCENT'S PRIMARY RESPONSIBILITY IS INTERPRETATION OF THE MUSEUM GROUNDS. SUCH INTERPRETATION CONSISTS OF CONDUCTING TOURS FOR GENERAL VISITORS AND PERFORMING INTERPRETIVE PROGRAMS OR SPECIAL ACTIVITIES SUCH AS THEME TALKS, LIVE ANIMAL INTERPRETATIONS, OR BEING STATIONED AT AN EXHIBIT. THE MUSEUM REQUIRES A MINIMUM TWO-YEAR COMMITMENT TO THE DOCENT PROGRAM. TO MAINTAIN ACTIVE STATUS, DOCENTS ARE REQUIRED TO DONATE A MINIMUM OF 144 HOURS OF INTERPRETATION PER YEAR ON THE MUSEUM GROUNDS.AN EXTENSIVE 15-WEEK DOCENT TRAINING IS REQUIRED AND AFTER SUCCESSFUL COMPLETION, TRAINEES ARE WELCOMED INTO THE DOCENT CORPS. TRAINEES MEET AT THE MUSEUM FOR A THREE-HOUR CLASS, TWO WEEKDAY MORNINGS EACH WEEK FOR FIFTEEN WEEKS (SOME CLASSES ARE ALL DAY SESSIONS). THE FIRST WEEK CONSISTS OF 4 MORNING ORIENTATION SESSIONS. THE CLASSES ARE TAUGHT BY MUSEUM CURATORIAL STAFF AND EDUCATORS. THE CURRICULUM IS COORDINATED BY THE INTERPRETIVE PROGRAM MANAGER AND FOCUSES ON SUCH AREAS AS CAUSES OF DESERTS, GEOLOGY OF THE SONORAN DESERT, ECOLOGICAL CONCEPTS, THE FLORA AND FAUNA OF THE REGION, INTERPRETIVE METHODS AND MUSEUM PHILOSOPHY. TRAINEES ARE REQUIRED TO SPEND TIME ON THE MUSEUM GROUNDS, OBSERVING DOCENT TOURS AND INTERPRETIVE PRESENTATIONS. THEY MUST RECEIVE PASSING SCORES ON SECTION QUIZZES, A MID-TERM EXAM, AND A FINAL EXAM. UPON SUCCESSFUL COMPLETION OF THE COURSE, TRAINEES ATTEND A GRADUATION CEREMONY AND RECEIVE DIPLOMAS AS THEY ARE WELCOMED INTO THE MUSEUM FAMILY. II. YOUTH AND COMMUNITY OUTREACH PROGRAM: TOTAL AUDIENCE SERVED IN 2012: 45,000YOUTH FIELD TRIPSTHE ARIZONA-SONORA DESERT MUSEUM IS A ZOO, BOTANIC GARDEN AND NATURAL HISTORY MUSEUM ALL IN ONE! TEACHERS CAN STRUCTURE THEIR FIELD TRIPS USING A VARIETY OF ACTIVITIES AVAILABLE FOR DOWNLOAD FROM THE MUSEUM'S WEBSITE. IN ADDITION, SUGGESTED CLASSROOM ACTIVITIES TO BE USED PRE- AND POST- TRIP CAN BE DOWNLOADED. THESE HELP TO EXTEND AND DEEPEN THE LEARNING FROM A DESERT MUSEUM VISIT, AND ARE AVAILABLE FOR ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS. VISITING GROUPS CAN ALSO CHOOSE FROM 19 DIFFERENT DESERT DISCOVERY CLASSES AND LABS OFFERED IN MUSEUM CLASSROOM FACILITIES.NUMBERS SERVED IN 2012: 28,600DESERT ARKTHE DESERT ARK IS THE MUSEUM'S OUTREACH PROGRAM, BRINGING THE RESOURCES OF THE MUSEUM, INCLUDING EXPERT EDUCATORS AND LIVE ANIMALS, TO ALL PARTS OF SOUTHERN ARIZONA, FROM SCHOOLS TO SENIOR CENTERS, AND FROM AJO TO SAFFORD. THE MUSEUM OFFERS 19 DIFFERENT DESERT ARK PROGRAMS, IN ADDITION TO CUSTOM PROGRAMS AVAILABLE BY REQUEST.NUMBERS SERVED IN 2012: 15,000TEACHER WORKSHOPS/CONTINUING EDUCATIONTHE ARIZONA-SONORA DESERT MUSEUM PROVIDES TEACHERS WITH OPPORTUNITIES TO PARTICIPATE IN CLASSROOM AND OUTDOOR WORKSHOPS, INCLUDING A RESOURCE FAIR AT OUR TEACHER APPRECIATION NIGHT. THESE WORKSHOPS PROVIDE THEM WITH TOOLS AND RESOURCES TO HELP THEIR STUDENTS FURTHER THEIR KNOWLEDGE ABOUT SONORAN DESERT NATURAL HISTORY: NUMBERS SERVED IN 2012: 300 EARTH CAMPEARTH CAMPS ARE HANDS-ON, MINDS-ON FIELD CAMPS WHICH FOCUS ON SUSTAINABILITY ISSUES AND PROMOTE YOUTH LEADERSHIP SKILLS. STUDENTS LEARN ABOUT THE SONORAN DESERT ECOSYSTEM AND CURRENT ENVIRONMENTAL ISSUES WHILE HIKING, CAMPING AND EXPLORING OUR BEAUTIFUL DESERT. ASDM OFFERS BOTH A HIGH SCHOOL AND MIDDLE SCHOOL VERSION OF EARTH CAMP. 16 TEACHERS IN OUR NEW EARTH CAMP FOR EDUCATORS PROGRAM RECEIVED OVER 80 HOURS OF PROFESSIONAL DEVELOPMENT CREDIT.NUMBERS SERVED IN 2012: 56MUSEUM EXPLORERS CAMPHANDS-ON, MINDS-ON DAY CAMPS FOR CHILDREN IN GRADES 1-6. MUSEUM EXPLORERS TOUCH AND OBSERVE LIVE ANIMALS, CONDUCT SCIENCE EXPERIMENTS, CREATE COOL CRAFTS, SKETCH IN DESERT JOURNALS, SAMPLE DESERT FOODS, AND EXPLORE BEHIND THE SCENES AT THE DESERT MUSEUM. THESE CAMPS ARE OFFERED IN BOTH THE SUMMER AND WINTER.NUMBER SERVED IN 2012: 100JUNIOR DOCENT PROGRAMTHE DESERT MUSEUM JUNIOR DOCENT PROGRAM IS DESIGNED FOR TUCSON AREA BOYS AND GIRLS AGES 13 TO 18. JUNIOR DOCENTS RECEIVE TRAINING ON THE PLANTS, ANIMALS AND GEOLOGY OF THE SONORAN DESERT REGION AND HOW TO INTERPRET (TEACH) IT TO OTHERS. DESERT MUSEUM MEMBERSHIP, SPECIAL PRIVILEGES AND RECOGNITION, AND THE OPPORTUNITY TO HELP OUT WITH MUSEUM EVENTS ARE JUST SOME OF THE BENEFITS JUNIOR DOCENTS RECEIVE IN ADDITION TO BEING PART OF A WORLD FAMOUS MUSEUM! DURING THEIR TWO-YEAR TERM AS A JUNIOR DOCENT, TEENS TYPICALLY DEVELOP SELF-CONFIDENCE, PUBLIC SPEAKING ABILITY AND A GREAT DEPTH OF NATURAL HISTORY KNOWLEDGE.NUMBER SERVED IN 2012: 15ADVANCED YOUTH INTERPRETERSADVANCED YOUTH INTERPRETERS (AYI) ARE AMONG A GROUP OF TALENTED YOUTH WHO HAVE INDIVIDUALLY VOLUNTEERED OVER 300 HOURS OF THEIR TIME AND AT LEAST TWO YEARS OF SERVICE IN THE ARIZONA-SONORA DESERT MUSEUM'S JUNIOR DOCENT PROGRAM. THESE AYI ARE SKILLED AT INTERPRETATION AND READY TO PROVIDE LEADERSHIP AT THE MUSEUM AND IN THE TUCSON COMMUNITY. THIS PROGRAM IS MEANT TO ENGAGE THESE YOUTH, ENCOURAGE THE AUTHENTIC APPLICATION OF THEIR INTERPRETATION AND LEADERSHIP SKILLS, AND AS A CONSEQUENCE, ENRICH OUR COMMUNITY BEYOND THE MUSEUM GROUNDS. NUMBERS SERVED IN 2012: 15COATI KIDS CLUBTHIS MEMBERSHIP PROGRAM FOR KIDS OFFERS FREE ADMISSION ALL YEAR LONG, EIGHT SPECIAL EVENTS FOR CLUB MEMBERS, A CLUB T-SHIRT AND EXPLORER'S PACK AND A SEMI-ANNUAL NEWSLETTER, JUST FOR KIDS. THE MUSEUM RECENTLY DEDICATED A "FOREVER YOUNG TREEHOUSE" AS THE OFFICIAL CLUBHOUSE OF THE COATI CLUB.NUMBERS SERVED IN 2012: 100 (ABOUT 30 FAMILIES)COATI PUPSA PROGRAM FOR PRESCHOOLERS AND THEIR PARENTS, COATI PUPS INTRODUCES SOME OF OUR YOUNGEST VISITORS TO THE WONDERS OF OUR DESERT THROUGH ART, CRAFTS, GUIDED WALKS, SCIENCE EXPLORATIONS AND SPECIAL ENCOUNTERS WITH LIVE ANIMALS.NUMBERS SERVED IN 2012: 80DESERT RATSCREATED AS A BRIDGE PROGRAM BETWEEN THE COATI KIDS CLUB AND THE JUNIOR DOCENT PROGRAM, THE DESERT RATS SPEND TIME EXPLORING THE MUSEUM INCLUDING GETTING A PEEK AT ALL OF THE BEHIND-THE-SCENES AREAS. THEY LEARN ABOUT THE MUSEUM"S OPERATIONS AS WELL AS THE NATURAL HISTORY OF THE FLORA AND FAUNA OF THE REGION. THEY ALSO GAIN INTERPRETIVE SKILLS TO HELP PREPARE THEM TO APPLY TO BECOME A JUNIOR DOCENT. THIS IS A ONE-YEAR PROGRAM THAT MEETS ABOUT ONCE A MONTH.NUMBER SERVED IN 2012: 10PUBLIC CLASSES, TRIPS AND TOURS FOR ADULTS AND FAMILIESTHESE PROGRAMS ARE OFFERED TO THE PUBLIC THROUGHOUT THE YEAR TO CREATE A BETTER UNDERSTANDING OF OUR SONORAN DESERT THROUGH ENJOYABLE AND INFORMATIVE EXPERIENCES, AND PROVIDE OPPORTUNITIES TO LEARN PRACTICAL APPLICATIONS FOR WORKING AND PLAYING IN BALANCE WITH OUR ENVIRONMENT. NUMBERS SERVED IN 2012: 400 264868 81307 THE ART INSTITUTE:THE ART INSTITUTE AT THE ARIZONA-SONORA DESERT MUSEUM PROMOTES CONSERVATION OF THE SONORAN DESERT REGION THROUGH ART CLASSES, ART EXHIBITS AND STEWARDSHIP OF THE MUSEUM ART COLLECTION FOR AREA RESIDENTS AND VISITORS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD.THE ART INSTITUTE'S OVERARCHING GOALS ARE TO PROVIDE HIGH QUALITY VISUAL ART EXPERIENCES FOR ALL AGES. CLASSES ARE TAUGHT BY PROFESSIONALS AND RELATE TO OUR LIVING COLLECTIONS AND THE REGION TO ORGANIZE AND INTERPRET EXISTING ART COLLECTIONS AND TO CREATE GALLERY EXHIBITS THAT ARE RELEVANT AND INSPIRING TO SERVE THE MISSION OF THE DESERT MUSEUM. IN FISCAL YEAR 2012, THE ART INSTITUTE SERVED 607 STUDENTS. OUR NATURE ILLUSTRATION CERTIFICATE PROGRAM IS THE ONLY ONE OF ITS KIND IN THE UNITED STATES. THESE CLASSES ARE DESIGNED AROUND AN ART CURRICULUM WITH A FOCUS ON SONORAN DESERT SUBJECT MATTER. STUDENTS ACQUIRE KNOWLEDGE ABOUT THE SUBJECTS OF THEIR WORK SUCH AS RAPTORS, MAMMALS, DESERT BIRDS, REPTILES, AND PLANTS IN ADDITION TO LEARNING HOW TO DRAW, PAINT AND WORK IN A VARIETY OF ILLUSTRATION MEDIA. THERE ARE 12 REQUIRED COURSES AND 100 HOURS OF ELECTIVE CLASSES THAT PRECEDE THE PORTFOLIO REVIEW. AFTER COMPLETION OF ALL REQUIREMENTS, STUDENTS RECEIVE A CERTIFICATE OF COMPLETION IN NATURE ILLUSTRATION. THE CERTIFICATE PROVIDES INCENTIVE FOR STUDENTS TO PURSUE AND GROW THEIR KNOWLEDGE OF THE SONORAN DESERT REGION. THE PASTPERFECT MUSEUM SOFTWARE IS USED FOR OUR INVENTORY, DOCUMENTATION AND MAINTENANCE OF OUR ART COLLECTIONS. THIS SOFTWARE IS USED BY 7,000 MUSEUMS IN THE US AND IT WILL BE MORE THAN ADEQUATE FOR MANY DECADES OF USE HERE AT THE MUSEUM..VANISHING CIRCLES IS A PERMANENT COLLECTION OF ORIGINAL PAINTINGS DEPICTING DISAPPEARING WILDLIFE OF THE SONORAN DESERT, CREATED BY INTERNATIONALLY RENOWNED ARTISTS. IN 2012 THE MUSEUM ADDED 2 PAINTINGS TO THE COLLECTION. VANISHING CIRCLES WILL CONTINUE TO GROW AND TRAVEL, ACTING AS A MULTI-MEDIA INTERPRETIVE TOOL FOR THE SONORAN DESERT REGION AND TO INSPIRE CONSERVATION THROUGH VISUAL ARTS EDUCATION.THE IRONWOOD GALLERY CONTINUES TO HAVE FOUR TO SIX DIFFERENT EXHIBITS THROUGHOUT THE YEAR. THESE ART EXHIBITS SERVE THE MISSION OF THE DESERT MUSEUM BY EXTENDING THE MUSEUM EXPERIENCE, INTERPRETING BOTH HABITAT AND WILDLIFE TO OUR VISITORS. THERE ARE 40 VOLUNTEERS WHO GIVE THEIR TIME TO KEEP THE GALLERY OPEN TO THE PUBLIC, 7 DAYS A WEEK. OUR VISITORS ARE GUARANTEED AN ACCESSIBLE, EDUCATIONAL EXPERIENCE THAT PROMOTES APPRECIATION AND UNDERSTANDING OF THE SONORAN DESERT. THE IRONWOOD GALLERY BEGAN A FACILITY REMODEL PROCESS WITH THE INTENT TO HEIGHTEN THE VISITOR EXPERIENCE BY PROVIDING A HIGHER QUALITY FACILITY, THEREFORE ATTRACTING EVEN MORE NOTABLE EXHIBITIONS FOR THE FUTURE. THE GALLERY EXHIBITS EXPANDED TO THE BALDWIN EDUCATION BUILDING. A ROSTER OF EXHIBITS TO BE HELD IN THE EDUCATION BUILDING IN CONJUNCTION WITH THE IRONWOOD GALLERY WAS PUT IN PLACE. 6745067 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 64 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X REBECCA MYERS CFO 5208833012 2021 N KINNEY RD TUCSON AZ 857438918 PAUL L BAKER 1.00 X 0 0 0 MICHAEL BALDWIN 1.00 X 0 0 0 KEVIN E BONINE 1.00 X 0 0 0 JUDITH L BRONSTEIN PHD 1.00 X 0 0 0 CARLA A CONSOLI 1.00 X 0 0 0 CATHY G DAVIS 2.00 X 0 0 0 SHARON FOLTZ 1.00 X 0 0 0 JAMES HENSLEY 1.00 X 0 0 0 ROBERT HUBER 1.00 X 0 0 0 JAMES RONSTADT 1.00 X 0 0 0 JOHN P SCHAEFER PHD 1.00 X 0 0 0 DAVID SMALLHOUSE 2.00 X 0 0 0 WILLIAM WALLACE DVM 1.00 X 0 0 0 ELIZABETH T WOODIN 1.00 X 0 0 0 CHANDLER D WARDEN 1.00 X 0 0 0 ARCHIBALD M BROWN JR 2.00 X X 0 0 0 ROBERT C KOCH 1.00 X X 0 0 0 PATRICIA A ENGELS 2.00 X X 0 0 0 ROBIN B RANDALL 1.00 X X 0 0 0 FRANCIS J BOYLE 1.00 X X 0 0 0 CRAIG IVANYI 40.00 X 107003 0 15100 BRIAN BATEMAN 40.00 X 0 0 0 ROBERT EDISON 40.00 X 95837 0 12247 REBECCA R MYERS 40.00 X 56619 0 13474 259459 0 40821 1 0 0 0 DESERT MOUNTAIN CONSTRUCTION 911 W GRANT ROAD TUCSON AZ 85705 CONSTRUCTION 1018374 ALPHAGRAPHICS 2500 N COYOTE DR 110 TUCSON AZ 85745 PRINTING 156118 BVZ ARCHITECTS 3445 PENROSE PLACE 210 BOULDER CO 80301 ARCHITECTURAL 111395 3 530703 189287 50845 3035128 131047 3805963 ADMISSIONS 713990 2354026 2354026 MEMBERSHIP DUES 713990 789520 789520 EDUCATION 713990 287513 287513 OTHER 713990 115786 115786 3546845 165594 165594 831 831 594708 39030 555678 555678 555678 2756952 160126 2518995 130356 237957 29770 267727 267727 152394 189287 145279 7115 7115 86217 41010 45207 45207 VENDING MACHINES 713990 2591 2591 2591 8397551 3592052 0 999536 335043 59484 141631 133928 3404083 2753856 549800 100427 2897 2300 410 187 498386 415103 67955 15328 336864 263526 55057 18281 5644 4690 736 218 41479 34466 5410 1603 28653 28653 270165 139279 91967 38919 127724 376 127348 416054 237093 28626 150335 15192 12947 1732 513 6744 6744 370523 357444 13079 22433 20799 1634 32068 10739 16260 5069 1194306 1194306 83193 81552 1447 194 PROGRAM RESTRICTION MET 735281 649420 85861 ANIMAL EXPENSE 174475 174475 MAINTENANCE AND REPAIR 124487 106779 17708 BAD DEBT 13200 13200 309988 219689 38331 51968 8548882 6745067 1273645 530170 39960 21000 503690 1236725 818905 888981 187548 135273 221698 235948 96278 52685 36524164 19861493 16206776 16662671 2827778 1949463 3776162 4226334 700640 707981 25379435 26117061 706769 803764 277644 340559 111952 158908 1096365 1303231 X 18406168 18716276 1754063 1952136 4122839 4145418 24283070 24813830 25379435 26117061 X -151331 682091 X 0 1 1 X 0 X 5425681 2834663 2552832 3260706 3755118 17829000 4082009 3607495 3499066 3492932 3633062 18314564 33848 41276 51721 55167 50845 232857 9541538 6483434 6103619 6808805 7439025 36376421 510898 420000 260361 70910 152508 1414677 0 510898 420000 260361 70910 152508 1414677 34961744 1038027 791422 817677 804299 761133 4212558 1038027 791422 817677 804299 761133 4212558 7726 28825 7115 43666 8839 11726 2375 2034 2591 27565 10596130 7315407 6923671 7615138 8209864 40660210 0.85990 0.84450 0.10360 0.11100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 5941048 130741 1032335 737118 69764 6297242 6576375 32790 -17868 624840 25409 5941048 6760305 4903 668313 832260 24886 6576375 7821852 6184 -162702 870480 34549 6760305 0.16000 0.76000 0.08000 0 0 601500 601500 115000 32489964 17879673 14725291 2473977 1981820 492157 843723 843723 16662671 HEDGE FUNDS 1069749 F EQUITY FUNDS 3156585 F 4226334 LIABILITY UNDER TRUST AGREEMENT 69699 CAPITAL LEASES PAYABLE 89209 158908 8397551 8548882 -151331 682091 682091 530760 9090019 682091 682091 8407928 28653 -39030 -10377 8397551 8559259 39030 39030 8520229 28653 28653 8548882 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DE-ACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE MUSEUM'S COLLECTIONS CONSIST SUBSTANTIALLY OF LIVING AND NONLIVING NATURAL HISTORY OBJECTS RELATED TO THE MUSEUM'S INTERPRETIVE REGION (THE SONORAN DESERT AND ADJACENT HABITATS). COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. WITH THE EXCEPTION OF CERTAIN FREE-LIVING ORGANISMS, COLLECTIONS ARE CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF AN INDIVIDUAL FUND ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS AND AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 (ASC 740) FOOTNOTE FROM FINANCIAL STATEMENTS: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MUSEUM IS ALSO EXEMPT FROM STATE INCOME TAXES. ACCORDINGLY, NO PROVISION IS MADE FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). MANAGEMENT IS NOT AWARE OF ANY MATTERS WHICH WOULD CAUSE THE MUSEUM TO JEOPARDIZE ITS TAX-EXEMPT STATUS. GAAP REQUIRES MANAGEMENT TO PERFORM AN EVALUATION OF ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE MUSEUM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THIS EVALUATION IS REQUIRED TO BE PERFORMED FOR ALL OPEN TAX YEARS, AS DEFINED BY THE VARIOUS STATUTES OF LIMITATIONS, FOR FEDERAL AND STATE PURPOSES. THE MUSEUM IS ONLY SUBJECT TO INCOME TAXES ON UBTI AS APPLICABLE. AS A RESULT, THE MUSEUM IS REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF IT HAS UBTI, FEDERAL AND STATE INCOME TAX RETURNS. WITH LIMITED EXCEPTIONS, THE MUSEUM IS NO LONGER SUBJECT TO TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2009 FOR FEDERAL AND 2008 FOR STATE. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -39,030. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 39,030. PART III, LINE 5: IN ADDITION TO ITEMS DONATED FOR ITS COLLECTIONS, THE MUSEUM RECEIVES DONATIONS OF ART AND SIMILAR ASSETS TO BE AUCTIONED AT ITS ANNUAL GALA. GALA 311707 175887 135820 31844 111450 OTHER 29974 13400 16574 1985 341681 189287 152394 31844 113435 145279 7115 X 45 24847 DONOR ESTIMATE X 1315 DONOR ESTIMATE X 6707 DONOR ESTIMATE X 23 8137 DONOR ESTIMATE X 22 11819 DONOR ESTIMATE X AUCTION ITEMS 15 4719 DONOR ESTIMATE X OTHER 23 22658 DONOR ESTIMATE X WATER 1 50845 DONOR ESTIMATE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS, ALL OF WHOM HAVE THE SAME VOTING RIGHTS WHICH ARE TO ELECT NEW TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT TRUSTEES BY BALLOT. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF FORM 990 IS GIVEN TO THE MEMBERS OF THE FINANCE COUNCIL. THE MEMBERS OF THE FINANCE COUNCIL, ALONG WITH THE CEO AND CFO, REVIEW ALL SCHEDULES AND NARRATIVES FOR ACCURACY AND COMPLETENESS. AFTER THE APPROVAL OF THE FINANCE COUNCIL, A COPY OF FORM 990 IS FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS OF THE BOARD OF TRUSTEES AND NEW EMPLOYEES ARE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT S/HE HAS DONE SO. ANNUALLY, EACH BOARD MEMBER AND EMPLOYEE COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIP, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. PRIOR TO BOARD OF TRUSTEES OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. BOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST ARE NOT PERMITTED TO PARTICIPATE OR HEAR THE BOARD OF TRUSTEE'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. AN EMPLOYEE WHO IS NOT A MEMBER OF THE BOARD OF TRUSTEES DISCLOSES TO HIS/HER SUPERVISOR ANY CONFLICT OF INTEREST THAT SUCH EMPLOYEE HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE MANAGEMENT EVALUATION COUNCIL WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS AND IS A SUB COUNCIL OF THE BOARD OF TRUSTEES. THE CEO'S COMPENSATION IS DETERMINED ON AN ANNUAL BASIS USING BOTH LOCAL COMPENSATION SURVEY DATA AS WELL AS THE ANNUAL COMPENSATION SURVEY DATA PROVIDED BY THE ASSOCIATION OF ZOOS & AQUARIUMS. THE COUNCIL MET IN MAY 2010 TO SET THE NEW CEO'S COMPENSATION BEGINNING JULY 2010 AND THE PROPOSED AMOUNT WAS DISCUSSED IN EXECUTIVE COMMITTEE WITH THE FULL BOARD, VOTED UPON AND APPROVED BY THE BOARD, AT THE MAY 2010 BOARD MEETING. THE CHIEF FINANCIAL OFFICER'S COMPENSATION IS BASED UPON BOTH LOCAL COMPENSATION SURVEY DATA AS WELL AS THE ANNUAL COMPENSATION SURVEY PROVIDED BY THE ASSOCIATION OF ZOOS & AQUARIUMS. SALARY AND BENEFITS FOR THIS POSITION ARE INCREASED OR DECREASED BASED UPON THE SAME PERCENTAGES AS ALL OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 682,091.