2012-05-15T09:37:03-05:00 2011-06-30 O'CONNOR DAVIES MUNNS & DOBBINS LLP 60 EAST 42ND STREET 36TH FL NEW YORK NY 101653698 990 2010-07-01 271450809 MUSEUM OF MATHEMATICS MUSE 2125420566 134 WEST 29TH STREET NO 709 NEW YORK NY 10001 GLEN WHITNEY 2125420566 2012-05-15 1 2122862600 2010 2016-02-24 21:20:13Z GLEN WHITNEY 134 WEST 29TH STREET NO 709 NEW YORK NY 10001 12617749 0 X WWW.MOMATH.ORG X 2009 NY TO CREATE AND MAINTAIN A MUSEUM OF MATHEMATICS, (SEE SCHEDULE O FOR CONTINUATION) PUBLIC EXHIBITIONS,INTERACTIVE DIPLAYS AND EDUCATIONAL PROGRAMS ABOUT MATHEMATICS TO ENHANCE PUBLIC UNDERSTANDING OF MATHEMATICS AND THE IMPORTANCE OF MATHEMATICS IN EVERYDAY LIFE. 14 14 6 120 0 0 3561246 12395518 35414 122304 3216 24950 357 28220 3600233 12570992 0 0 0 0 67951 523949 0 0 149828 377470 883920 445421 1407869 3154812 11163123 3327682 14681287 172870 359209 3154812 14322078 X MATHEMATICS ILLUMINATES THE PATTERNS THAT ABOUND IN OUR WORLD. THE MUSEUM OF MATHEMATICS STRIVES TO ENHANCE PUBLIC UNDERSTANDING AND PERCEPTION OF MATHEMATICS. ITS DYNAMIC EXHIBITS AND PROGRAMS WILL STIMULATE INQUIRY, SPARK CURIOSITY, AND REVEAL THE WONDERS OF MATHEMATICS. THE MUSEUM'S ACTIVITIES WILL LEAD A BROAD AND DIVERSE AUDIENCE TO UNDERSTAND THE EVOLVING, CREATIVE, HUMAN, AND AESTHETIC NATURE OF MATHEMATICS. 0 0 354695 120392 THE MATH MIDWAY (MATHMIDWAY.ORG) IS A TRAVELING EXHIBITION DESIGNED FOR USE IN SCIENCE CENTERS AND MUSEUMS, CELEBRATING THE WONDERS OF MATHEMATICS. IT CONSISTS OF TWENTY HANDS-ON, INTERACTIVE EXHIBITS, EACH ALLOWING VISITORS THE OPPORTUNITY TO EXPLORE A MATHEMATICAL CONCEPT AND DISCOVER SURPRISING PRINCIPLES OR PHENOMENA. THE MOST POPULAR EXHIBIT IS PEDAL ON THE PETALS, IN WHICH VISITORS HAVE THE OPPORTUNITY TO RIDE A SQUARE-WHEELED TRICYCLE, AND EXPERIENCE A SURPRISINGLY SMOOTH RIDE BECAUSE OF THE TRACK CALCULATED TO COMPENSATE FOR THE UNUSUAL WHEEL SHAPE. MORE INFORMATION AND A COMPLETE LIST OF COMPONENTS OF THE MATH MIDWAY CAN BE FOUND AT HTTP://MATHMIDWAY.ORGIN FISCAL 2011, THE MATH MIDWAY TRAVELED TO SIX VENUES IN NEW YORK, TEXAS, AND CALIFORNIA. GREETED BY POSITIVE PRESS IN EACH LOCATION, OVER 160,000 VISITORS BENEFITTED FROM A CHANCE TO INTERACT WITH THE EXHIBIT DURING THIS FISCAL YEAR, BRINGING THE LIFETIME TOTAL REACH OF THE MIDWAY TO ALMOST 300,000 VISITORS.THE MATH MIDWAY TRAVELING EXHIBITION IS ONE OF THE MOST PUBLICLY VISIBLE ACTIVITIES OF THE MUSEUM. DESIGNED BY MOMATH PRINCIPALS PRIOR TO THE FORMATION OF THE MUSEUM, IT SERVES AS A TANGIBLE PROOF OF CONCEPT: IT IS POSSIBLE TO BUILD ENGAGING EXHIBITS THAT VISITORS WILL NOT ONLY ENJOY BUT ACTIVELY SEEK OUT, AND WHICH WILL ILLUSTRATE A WIDE VARIETY OF MATHEMATICAL IDEAS AND PRINCIPLES. THE MATH MIDWAY TOUCHES ON AREAS OF MATH AS DIVERSE AS GEOMETRY AND GROUP THEORY, CALCULUS AND COMBINATORICS, AND SHOWS HOW MATH CAN CONNECT TO ART, OPTICS, ENGINEERING, AND MORE. DURING THIS FISCAL YEAR, THE MATH MIDWAY TRAVELED TO THE WARD MELVILLE HERITAGE ORGANIZATION IN STONY BROOK, NY (THROUGH 2010 JULY 6), GALLERY ON THE HILL IN FARMINGDALE, NY (JULY 17 THROUGH SEPTEMBER 21), SCI-TECH DISCOVERY CENTER IN FRISCO, TX (OCTOBER 2 THROUGH 2011 JANUARY 6), THE MUSEUM OF NATURE AND SCIENCE IN DALLAS, TX (JANUARY 22 THROUGH MAY 16), THE WORLD SCIENCE FESTIVAL IN NEW YORK, NY (JUNE 5), AND THE DISCOVERY CENTER FOR SCIENCE AND TECHNOLOGY (STARTING JUNE 18.) 447278 THE MOST IMPORTANT ACTIVITY OF THE MUSEUM OF MATHEMATICS (MOMATH) IS TO PREPARE TO OPEN A STATE-OF-THE-ART INNOVATIVE VISITOR CENTER IN MANHATTAN. THIS PHYSICAL MUSEUM WILL BE THE ONLY INSTITUTION OF ITS KIND IN NORTH AMERICA, AND THE ONLY HANDS-ON SCIENCE CENTER IN MANHATTAN, NY. FILLED WITH INTERACTIVE EXHIBITS THAT ALLOW OPEN-ENDED EXPLORATION AND SURPRISING DISCOVERIES, THE MUSEUM WILL FINALLY PROVIDE A PLACE WHERE KIDS AND ADULTS CAN GO TO BECOME EXCITED ABOUT MATHEMATICS. TO THE END OF CREATING A WORLD-CLASS VISITOR FACILITY, THE MUSEUM OF MATHEMATICS BROUGHT IN A HIGHLY EXPERIENCED EXHIBIT DESIGNER. IT ALSO BEGAN THE PROCESS OF TAKING THE INCREDIBLE ARRAY OF IDEAS AND CONCEPTS GENEROUSLY PROVIDED BY THE MUSEUMS ADVISORY COUNCIL OF MATHEMATICS PROFESSIONALS AND TURNING THEM INTO A COHERENT, WORKABLE DESIGN FOR A MUSEUM THAT WILL DELIGHT VISITORS WHILE HELPING TO CHANGE THEIR PERCEPTIONS OF MATHEMATICS. AT THIS POINT, THE MOMATH TEAM HAS DESIGNED AND IS IN THE PROCESS OF FABRICATING OVER FORTY STATE-OF-THE-ART HANDS-ON EXHIBITS WHICH BRING OUT THE WONDERS OF MATHEMATICS. INTERESTED PARTIES CAN LEARN MORE AT HTTP://MOMATH.ORG (THE WEBSITE OF THE MUSEUM OF MATHEMATICS).THE MUSEUM EXHIBITION DOES NOT YET CONSTITUTE A REVENUE-GENERATING PROGRAM. THESE EXPENSES REPRESENT THE COST OF COMMENCING WORK ON A STATE-OF-THE-ART, INTERACTIVE VISITOR CENTER WHICH WILL CREATE A PLACE WHERE KIDS AND ADULTS CAN GO TO BECOME EXCITED ABOUT MATHEMATICS. THIS PROGRAM HAS NOT YET BEGUN TO REACH THE PUBLIC. 298384 25566 EVEN IN ADVANCE OF OPENING ITS VISITOR CENTER, THE MUSEUM OF MATHEMATICS IS OPERATING A NUMBER OF PROGRAMS THAT REACH INTO THE COMMUNITY TO PROVIDE EXPERIENCES THAT HIGHLIGHT THE EVOLVING, CREATIVE, AND AESTHETIC NATURE OF MATHEMATICS. THESE PROGRAMS ALSO AIM TO SHOW THE MANY UNEXPECTED WAYS THAT MATH TOUCHES ON THE WORLD AROUND US AND ON OUR EVERYDAY LIVES. THEY INCLUDE THE TRAVELING EXHIBITION (MATH MIDWAY) AND MONTHLY PRESENTATION SERIES (MATH ENCOUNTERS) PREVIOUSLY MENTIONED, OTHER FESTIVAL PRESENTATIONS, TEACHER TRAINING WORKSHOPS, DIRECT STUDENT PROGRAMS, MATH TOURNAMENTS, AND MATHEMATICAL WALKING TOURS. IN FISCAL 2011, MOMATH RAN SUCH PROGRAMS AT OVER THIRTY VENUES IN FIVE STATES, AND ALSO DELIVERED SEVERAL ON-LINE PROGRAMS. EXCLUDING THE MATH MIDWAY AND MATH ENCOUNTERS, THESE PROGRAMS REACHED A COMBINED TOTAL OF 12,000 KIDS, TEACHERS, AND OTHER ADULTS.MATH ENCOUNTERS (MATHENCOUNTERS.ORG) IS A FREE PUBLIC PRESENTATION SERIES DESIGNED TO DEMONSTRATE THE RICHNESS OF MATHEMATICS. BEGINNING IN MARCH 2011 WITH A TALK BY ERIC DEMAINE OF MIT, THE MONTHLY SERIES BROUGHT IN SCOTT KIM, A WELL-KNOWN ARTIST FROM CALIFORNIA, PAUL HOFFMAN, A BEST-SELLING AUTHOR, AND FRANK MORGAN, WHO SPOKE ABOUT THE MATH OF BUBBLES. OVER 1,000 PEOPLE ATTENDED THE FIRST FOUR EVENTS IN THE SERIES, WHICH IS SPONSORED BY THE SIMONS FOUNDATION. 1100357 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X CINDY LAWRENCE 2125420566 134 WEST 29TH STREET SUITE 709/710 NEW YORK NY 10001 X X GLEN WHITNEY 80.00 X X 0 0 0 DAVID MAGERMAN 0.30 X X 0 0 0 ROGER BROOKS 1.00 X X 0 0 0 DUANE ADAMS 2.00 X X 0 0 0 ANOUSHEH ANSARI 0.30 X X 0 0 0 PETER CARR 2.00 X X 0 0 0 STEPHEN DELLA PIETRA 0.50 X X 0 0 0 ROBERT J FREY 0.30 X X 0 0 0 CAROLE G HANKIN 0.50 X X 0 0 0 JAMES JORASCH 1.00 X X 0 0 0 JOHN OVERDECK 2.00 X X 0 0 0 DAVID TUROCK 1.00 X X 0 0 0 BRAD WILSON 0.50 X X 0 0 0 STEPHEN WOLFRAM 1.00 X X 0 0 0 ROBERT JONES 2.00 X X 0 0 0 CINDY LAWRENCE 40.00 X 0 0 0 TIMOTHY NISSEN 40.00 X 119541 0 3663 119541 0 3663 1 0 0 0 KO STICKS 117 SHARON STREET MEDFORD MA 02155 MANUFACTURE GEOMETRIC PUZZLE/TOY 117044 1 12395518 820 12395518 EXHIBIT RENTAL 900099 120392 120392 PROGRAM FEES 900099 1912 1912 122304 24950 24950 70411 46757 23654 23654 OTHER INCOME 900099 4566 0 4566 4566 12570992 145958 0 29516 458023 349774 41078 67171 10771 8186 969 1616 55155 41918 4964 8273 10652 7278 3116 258 31082 31082 138248 94809 23872 19567 51200 49219 297 1684 76753 47084 22546 7123 22299 16008 3289 3002 228172 171191 23193 33788 20921 16175 270 4476 83591 83146 167 278 12883 9041 2156 1686 EXHIBIT EXPENSES 102456 101659 797 PROJECT MANAGEMENT 26181 26181 PHOTOGRAPHY AND VIDEO 20525 20525 LOGISTICS 19500 19500 MERCHANDISE PRODUCTION 16643 16643 22814 22020 685 109 1407869 1100357 157684 149828 663066 95803 1811660 8272113 264044 2042780 11117 23035 2580 21621 11875 80280 83966 1849 0 82117 2008808 15556 16106 547784 2038624 3327682 14681287 103584 132481 69286 41914 0 184814 172870 359209 X 3154812 9024320 5297758 3154812 14322078 3327682 14681287 X 11163123 4143 X X 0 1 1 X 0 X 3561246 12395518 15956764 3561246 12395518 15956764 6390351 9566413 3216 24950 28166 248 4566 4814 15989744 228238 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 465190 X 0 7630 1567 6063 76336 282 76054 82117 ADVANCES 53592 DEFERRED EXHIBITION CHARGES 465190 SECURITY DEPOSITS 1519842 2038624 DEFERRED RENT LIABILITY 184814 184814 12570992 1407869 11163123 4143 4143 11167266 12776892 4143 155000 46757 205900 12570992 0 12570992 1609626 155000 46757 201757 1407869 0 1407869 PART III, LINE 4: AT THIS POINT, THE MOMATH TEAM HAS DESIGNED AND IS IN THE PROCESS OF FABRICATING OVER FORTY STATE-OF-THE-ART HANDS-ON EXHIBITS WHICH BRING OUT THE WONDERS OF MATHEMATICS. INTERESTED PARTIES CAN LEARN MORE AT HTTP://MOMATH.ORG (THE WEBSITE OF THE MUSEUM OF MATHEMATICS). THE MATH MIDWAY (MATHMIDWAY.ORG) IS A TRAVELING EXHIBITION DESIGNED FOR USE IN SCIENCE CENTERS AND MUSEUMS, CELEBRATING THE WONDERS OF MATHEMATICS. IT CONSISTS OF TWENTY HANDS-ON, INTERACTIVE EXHIBITS, EACH ALLOWING VISITORS THE OPPORTUNITY TO EXPLORE A MATHEMATICAL CONCEPT AND DISCOVER SURPRISING PRINCIPLES OR PHENOMENA. THE MOST IMPORTANT ACTIVITY OF THE MUSEUM OF MATHEMATICS (MOMATH) IS TO PREPARE TO OPEN A STATE-OF-THE-ART INNOVATIVE VISITOR CENTER IN MANHATTAN. THIS PHYSICAL MUSEUM WILL BE THE ONLY INSTITUTION OF ITS KIND IN NORTH AMERICA, AND THE ONLY HANDS-ON SCIENCE CENTER IN MANHATTAN, NY. FILLED WITH INTERACTIVE EXHIBITS THAT ALLOW OPEN-ENDED EXPLORATION AND SURPRISING DISCOVERIES, THE MUSEUM WILL FINALLY PROVIDE A PLACE WHERE KIDS AND ADULTS CAN GO TO BECOME EXCITED ABOUT MATHEMATICS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE MUSEUM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE MUSEUM HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - REPORTED ON PART VIII, LINE 10B: $46,757 PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - REPORTED ON PART VIII, LINE 10B: $46,757 FORM 990, PAGE 1, PART I, LINE 6 FOR THE FISCAL YEAR ENDED JUNE 30, 2011, MOMATH HAD TWO PRIMARY VOLUNTEER INVOLVEMENT OPPORTUNITIES: THE WORKING GROUP AND THE MATH MIDWAY EXHIBITION AT THE JUNE 2011 WORLD SCIENCE FESTIVAL IN MANHATTAN. FOR THE LATTER, VOLUNTEERS PROVIDED SUPERVISION AND GUIDANCE FOR VISITOR ACTIVITIES AT THE TRAVELING EXHIBITION WHEN IT APPEARED OUTDOORS AT THE STREET FAIR OF THE WORLD SCIENCE FESTIVAL. MOMATH STAFFED EACH OF 20 EXHIBITS WITH AT LEAST ONE VOLUNTEER AT A TIME, IN SOME CASES TWO VOLUNTEERS, AND HELD THREE SHIFTS OF VOLUNTEERS DURING THE DAY. THEREFORE, ONE CAN ESTIMATE THAT APPROXIMATELY 75 VOLUNTEERS ASSISTED MOMATH THAT DAY. THE WORKING GROUP CONSISTS OF VOLUNTEER ADVISORS WHO MEET MONTHLY TO SUGGEST ACTIVITIES AND PLANS FOR MOMATH AND WHO ALSO HELP FROM TIME TO TIME WITH STAFFING MEETINGS OR SMALLER PUBLIC EVENTS. THE MEETING SIZE RANGES FROM 15 TO 20 PEOPLE IN ATTENDANCE, AND THE EXACT LIST OF ATTENDEES VARIES. SOME WORKING GROUP VOLUNTEERS ALSO HELPED WITH THE MATH MIDWAY. THEREFORE, WE ESTIMATE THAT AN ADDITIONAL 15 VOLUNTEERS ASSISTED MOMATH THROUGH THE WORKING GROUP, BEYOND THOSE WHO HELPED AT THE WORLD SCIENCE FESTIVAL. THE BOARD OF TRUSTEES (14 INDIVIDUALS) SERVES ON A VOLUNTEER BASIS. FINALLY, THE MUSEUM HAS A ROBUST GROUP OF VOLUNTEERS WHO HELP IN THE OFFICE, SOME ON A REGULAR BASIS, ADDING ANOTHER 15 VOLUNTEERS, FOR A TOTAL OF ROUGHLY 120 VOLUNTEERS IN FISCAL 2011. FORM 990, PART VI, SECTION A, LINE 4 THE MUSEUM OF MATHEMATICS AMENDED ITS BYLAWS, SPECIFALLY THE TERMS OF THE BOARD MEMBERS NOW END IN DECEMBER. FORM 990, PART VI, SECTION B, LINE 11 THE MUSEUM OF MATHEMATICS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED, AND PROVIDED TO THE COMPLIANCE OFFICER OR COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM OF MATHEMATICS CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS KEPT ON FILE AND BOARD MEMBERS MAY NOT VOTE ON AN ISSUE ON WHICH THEY HAVE A CONFLICT. THE MUSEUM OF MATHEMATICS ADOPTED A WRITTEN WHISTLEBLOWER POLICY ON MARCH 5, 2010. THE POLICY IS INCORPORATED IN THE EMPLOYEE HANDBOOK AND CREATES PROCEDURES FOR EMPLOYEES ACTING IN GOOD FAITH TO REPORT IN CONFIDENCE THE MISUSE OF A CHARITY'S ASSETS TO VARIOUS MANAGEMENT OFFICIALS. THE POLICY ASSIGNS A COMPLIANCE OFFICER AND CONTAINS PROCEDURES FOR REPORTING SUCH VIOLATIONS IN CONFIDENCE AND WITHOUT RETALIATION. FORM 990, PART VI, SECTION B, LINE 15: THE MUSEUM OF MATHEMATICS DOES NOT HAVE AN ESTABLISHED COMPENSATION REVIEW PROCESS FOR ITS EXECUTIVE DIRECTOR OR OTHER OFFICERS BECAUSE THEY DID NOT RECEIVE ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE MUSEUM OF MATHEMATICS WILL MAKE ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON THEIR WEBSITE AS WELL AS GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AND 1023 ARE AVAILABLE UPON WRITTEN REQUEST AT 134 WEST 29TH STREET, SUITE 709/710 NEW YORK, NY 10001 OR BY CALLING THE ORGANIZATION DIRECTLY AT (212) 542 - 0566. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM OF MATHEMATICS' GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT 134 WEST 29TH STREET, SUITE 709/710 NEW YORK, NY 10001 OR BY CALLING THE ORGANIZATION DIRECTLY AT (212) 542-0566. FORM 990,PART VII THE CHIEF OF OPERATIONS (COO) POSITION AT THE MUSEUM OF MATHEMATICS IS NOT PAID. THE COO IS ALSO AN EMPLOYEE OF AN UNRELATED TAXABLE ORGANIZATION. THE COO RECEIVED COMPENSATION FROM THE UNRELATED TAXABLE ORGANIZATION FOR A PORTION OF HER SERVICES TO THE MUSEUM OF MATHEMATICS (15 HOURS PER WEEK) THAT SHE WOULD HAVE RECEIVED REGARDLESS. THE UNRELATED TAXABLE ORGANIZATION DID NOT TREAT THE PAYMENTS AS A CHARITABLE CONTRIBUTION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,143. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT 990 PAGE 12, PART XI, LINE 2C THE MUSEUM'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.