2012-05-15T15:30:57-05:00 2011-06-30 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2010-07-01 730682415 OMNIPLEX OMNI 4056026664 2100 NE 52ND OKLAHOMA CITY OK 73111 DON OTTO 4056026664 2012-05-14 1 LYNDEL LACKEY 4058482020 2010 2016-02-24 21:20:13Z SCIENCE MUSEUM OKLAHOMA DON OTTO 2100 NE 52ND OKLAHOMA CITY OK 73111 7966339 0 X WWW.SCIENCEMUSEUMOK.ORG X 1958 OK IT IS OUR MISSION TO REVEAL THE WONDER AND RELEVANCE OF SCIENCE. WE DO THIS THROUGH INTERACTIVE EXHIBITS AND HANDS-ON EXPERIMENTS THAT FOLLOW AN INQUIRY-BASED LEARNING MODEL WHICH ENCOURAGES SELF-DISCOVERY AND CREATIVE, ORGANIC THOUGHT. BEING BOTH A SMALL MARKET PHYSICAL SCIENCE INSTITUTION AND A SMITHSONIAN AFFILIATE GIVES US THE RESOURCES TO MARRY TRADITIONAL SCIENCE EXHIBITS WITH ONE-OF-A-KIND ARTIFACTS THAT GIVE A CULTURAL CONTEXT TO THE SCIENCE EXPLORED IN THE MUSEUM. 23 23 220 120 0 0 1237523 1414003 2611896 2815636 16176 12496 595433 3331662 4461028 7573797 0 0 0 0 3124320 3094599 0 0 187641 3930958 4256986 7055278 7351585 -2594250 222212 16407297 17570531 1022458 1412294 15384839 16158237 X WE REVEAL THE WONDER AND RELEVANCE OF SCIENCE. 0 0 868968 389727 SCIENCE EDUCATION:EDUCATIONAL PROGRAMS AND ACTIVITIES ARE PROVIDED FOR THE GENERAL PUBLIC AND SCHOOL GROUPS ON AN ONGOING BASIS THROUGHOUT THE YEAR BOTH IN THE MUSEUM AND THROUGH SPECIAL OUTREACH PROGRAMS. STUDENTS AND VISITORS CAN EXPERIENCE ONE OF OUR LIVE MULTI-MEDIA, AUDIENCE PARTICIPATION THEATER SHOWS, OR LEARN THE SCIENCE OF SPECIFIC EXHIBITS FROM ONE OF OUR MANY VOLUNTEERS AND FLOOR FACILITATORS. THESE ACTIVITIES SERVE TO PROMOTE INTEREST IN, AND ENHANCE THE KNOWLEDGE AND UNDERSTANDING OF THE SCIENCES. 4542810 1761044 MUSEUM & INTERACTIVE LEARNING EXHIBITS:SCIENCE MUSEUM OKLAHOMA, THE ASSUMED TRADE NAME FOR OMNIPLEX, PROVIDES APPROXIMATELY 125,000 SQUARE FEET OF INTERACTIVE INQUIRY-BASED EXHIBITS AND CULTURAL ARTIFACTS THAT ENCOURAGE CREATIVITY, LEARNING, AND SELF-DISCOVERY. THE MUSEUM IS AVAILABLE TO THE GENERAL PUBLIC, SCHOOLS, AND OTHER GROUPS, SEVEN DAYS PER WEEK. 354286 272177 DOME THEATER:THE DOME THEATER PROVIDES IMAX FILMS SURROUNDING THE AUDIENCE WITH A UNIQUE VISUAL AND AUDIO EXPERIENCE, FEATURING FILMS THAT ENHANCE LEARNING ABOUT THE WORLD AND THE ENVIRONMENTS WE OCCUPY. 104640 132246 OKLAHOMA MUSEUM NETWORK (OMN):OMN, A PROGRAM OF SCIENCE MUSEUM OKLAHOMA, PROVIDES HIGH QUALITY SCIENCE-RELATED INTERACTIVE EXHIBITS ON A CONTINUALLY ROTATING BASIS TO 5 MUSEUMS IN THE STATE OF OKLAHOMA. ADDITIONALLY, OMN PROVIDES A MOBILE SCIENCE MUSEUM FOR SCHOOLS AND LIBRARIES LOCATED IN REMOTE TOWNS AND CITIES WITHIN OKLAHOMA WHICH DO NOT HAVE EASY ACCESS TO ONE OF THE 5 PARTNER MUSEUMS. OMN ALSO IS A PROVIDER OF PROFESSIONAL DEVELOPMENT PROGRAMS FOR TEACHERS IN OKLAHOMA. 114752 7763 PLANETARIUM:STUDENTS AND VISITORS MAY EXPERIENCE THE UNIVERSE BEYOND OUR PLANET THROUGH DAILY SHOWS INSIDE THE DOMED PLANETARIUM THEATER. 302116 593517 MUSEUM SCIENCE SHOP:THE SCIENCE SHOP ALLOWS MUSEUM VISITORS TO TAKE HOME SOME OF THEIR EXPERIENCE THROUGH THE PURCHASE OF VARIOUS EXPERIMENTS, INTERACTIVE LEARNING TOYS, AND THOUGHT PROVOKING ITEMS AND APPAREL. 521508 733526 6287572 1 1 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 36 0 1 220 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 1 0 0 OK X CHARLES DAVIS 4056023696 2100 NE 52ND OKLAHOMA CITY OK 73111 JAMES W FARRIS 0.00 X 0 0 0 MARIAN J MOON 0.00 X 0 0 0 CAROL ALEXANDER 0.00 X 0 0 0 G TODD BRAWLEY 0.00 X 0 0 0 KENT BUCHANAN PHD 0.00 X 0 0 0 CLYTIE BUNYAN-CONNELL 0.00 X 0 0 0 ANN CAMERON 0.00 X 0 0 0 MIKE DEEBA 0.00 X 0 0 0 COLIN FITZSIMONS 0.00 X 0 0 0 ERIC FORD 0.00 X 0 0 0 BUTCH FREEMAN 0.00 X 0 0 0 STEVE GRIGSBY 0.00 X 0 0 0 SUSAN HARKNESS 0.00 X 0 0 0 JOHN HERRINGTON 0.00 X 0 0 0 WILLA JOHNSON 0.00 X 0 0 0 HENRY LAAKMAN JR 0.00 X 0 0 0 CRISTINA MCQUISTION 0.00 X 0 0 0 JAMES PICKEL 0.00 X 0 0 0 ROBERT QUIRING 0.00 X 0 0 0 FRANK RUDOLPH 0.00 X 0 0 0 STAN SIEG 0.00 X 0 0 0 KYM KOCH THOMPSON 0.00 X 0 0 0 SHANE WHARTON 0.00 X 0 0 0 DONALD OTTO 40.00 X 152696 4804 13884 KEVIN WILSON 40.00 X 95690 3011 8736 SUZETTE ELLISON 40.00 X 83474 2627 8346 331860 10442 30966 1 0 1 0 FUNNEL DESIGN GROUP 17 NW 6TH STREET OKLAHOMA CITY OK 73102 DESIGN SERVICE/GRAPHICS PRODUCTION 796670 TOBOGGAN INC 372 SAINTE-CATHERINE ST W 332 MONTREAL QUEBEC CA EXHIBIT DESIGN & PRODUCTION 225000 SERGIO RAMIREZ PO BOX 83174 OKLAHOMA CITY OK 73102 PAINTING & REMODELING 187300 FORD AUDIO VIDEO 4800 W I-40 SERVICE ROAD OKLAHOMA CITY OK 73128 SECURITY SYSTEMS & INSTALLATION 104354 4 360044 1053959 1414003 ADMISSIONS 900099 1640369 1640369 MEMBERSHIP DUES 900099 513363 513363 EDUCATION PROGRAMS 900099 389727 389727 DOME THEATER 900099 272177 272177 2815636 12496 12496 49721 49721 225215 225215 225215 225215 593543 392542 201001 201001 GAIN ON INSURANCE RECO 900099 1741842 1741842 AFFILIATED FUNDS - OTH 900099 1272321 1272321 OTHER REVENUE 900099 139837 139837 -298275 -298275 2855725 7573797 3156474 0 3003320 364475 128384 198497 37594 2234325 1879267 266619 88439 57292 44535 10435 2322 209486 169507 35322 4657 229021 182943 35990 10088 362 200 140 22 29010 5910 21600 1500 160740 127511 31596 1633 261902 261717 176 9 348440 272377 64007 12056 83209 81148 997 1064 79267 79267 420359 346695 73655 9 82210 69795 9436 2979 1128 397 614 117 26939 9489 14671 2779 1503858 1466375 37483 147518 85837 52337 9344 SUPPLIES 444666 402639 33732 8295 DON W. REYNOLDS FOUNDAT 237944 237944 0 0 TEMPORARY EXHIBITS 157662 157662 0 0 PROFESSIONAL DEVELOPMEN 77788 77788 0 0 MISCELLANEOUS EXPENSE 65245 124030 -49328 -9457 128739 76155 38393 14191 7351585 6287572 876372 187641 940004 3376113 1250000 0 2947998 1027526 1077503 164176 109058 168589 131608 56767 19512305 11547884 6754228 7964421 3196898 4812939 16407297 17570531 637544 1001218 269914 341086 115000 69990 1022458 1412294 X 8825173 10335523 4865406 4128454 1694260 1694260 15384839 16158237 16407297 17570531 X 222212 551186 X 0 1 1 X 0 X 2911517 1798909 1067535 1132958 1314844 8225763 2911517 1798909 1067535 1132958 1314844 8225763 8225763 247625 253378 263173 151450 287432 1203058 15695 53960 13760 13811 5935 103161 9531982 15321408 0.86300 0.87570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 600822 X X EDUCATION 0 2596076 535901 143807 2988170 2440521 302869 147314 2596076 3040135 -441937 157677 2440521 0.43300 0.56700 0.00000 1 0 6194932 3666320 2528612 579715 343090 236625 12737658 7538474 5199184 7964421 BENEFICIAL INTEREST - OCCF 2988170 COLLECTIONS 600822 INSURANCE RECOVERY RECEIVABLE 555168 LAND LEASE CONTRIBUTIONS RECEIVABLE 668779 4812939 PART III, LINE 4: SCIENCE MUSEUM OKLAHOMA (SMO) HOUSES A HIGH QUALITY COLLECTION THAT RELATES DIRECTLY TO OUR ASSOCIATED MISSION. THE COLLECTION RANGES FROM BICYCLES, AVIATION, TRAINS, SPACE EXPLORATION, ART, NAVAL HISTORY, AND SCIENCE. SMO ASSEMBLES, CONSERVES, INTERPRETS, AND HOLDS IN TRUST COLLECTIONS OF OBJECTS FROM HUMAN HISTORY. THESE OBJECTS SUSTAIN EDUCATIONAL PROGRAMS AND EXHIBITS. SMO USES THESE OBJECTS TO HIGHLIGHT SCIENTIFIC PHENOMENA AND DEMONSTRATE TECHNOLOGICAL ADVANCES IN CONJUNCTION WITH HANDS-ON EXHIBITS TO CREATE RICH LEARNING ENVIRONMENTS FOR ALL VISITORS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUND IS DESIGNATED TO BENEFIT THE MUSEUM'S EXHIBITS AND PROGRAMS, IMPROVE AND MAINTAIN MUSEUM FACILITIES, AND GENERAL OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY, AND AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUATED THE MUSEUM'S TAX POSITIONS AND CONCLUDED THAT THE MUSEUM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE MUSEUM IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2008. X 0 0 0 0 0 0 0 0 0 DONALD OTTO 152696 4804 0 0 0 0 7271 229 6189 195 166156 5228 0 0 FUNNEL DESIGN GROUP INC ENTITY MORE THAN 35% DIRECTLY OWNED BY HUSBAND OF S ELLISON, VICE PRESIDENT 815875 INDEPENDENT CONTRACTOR - MEDIA DESIGN AND PRODUCTION 0 ALLISON BAUMGARDNER FAMILY MEMBER OF DON OTTO, PRESIDENT 24050 INDEPENDENT CONTRACTOR - MARKETING & MANAGEMENT CONSULTING 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE WITH THE CONTROLLER AND THE PRESIDENT AT THE FIRST MEETING FOLLOWING THE SUBMISSION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE REQUESTS DETAILS OF RELATED PARTY TRANSACTION ON AN ANNUAL BASIS, AND REQUIRES PRE-APPROVAL OF TRANSACTIONS IN EXCESS OF $50,000. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD APPROVES THE PRESIDENT'S COMPENSATION, AND AUTHORIZES THE PRESIDENT TO APPROVE OTHER OFFICERS' SALARIES WITHIN BOARD-APPROVED BUDGETARY CONSTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL 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: 551,186. FORM 990, PART IV, LINE 12B: AN AUDITED FINANCIAL STATEMENT PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES WAS RECEIVED ON THE COMBINED OPERATIONS OF SCIENCE MUSEUM OKLAHOMA. SCIENCE MUSEUM OKLAHOMA IS COMPRISED OF THE FOLLOWING THREE AFFILIATED ORGANIZATIONS: OMNIPLEX (73-0682415) KIRKPATRICK SCIENCE AND AIR SPACE MUSEUM AT OMNIPLEX INC. (51-0194073) OKLAHOMA AVIATION & SPACE HALL OF FAME & MUSEUM INC. (73-1053434) KIRKPATRICK SCIENCE AND AIR SPACE MUSEUM AT OMNIPLEX 2100 NE 52ND OKLAHOMA CITY OK 73111 510194073 HOUSING OMNIPLEX OK 501(C)(3) 7 N/A 0 OKLAHOMA AVIATION & SPACE HALL OF FAME & MUSEUM INC 2100 NE 52ND OKLAHOMA CITY OK 73111 731053434 AVIATION & SPACE ARTIFACTS OK 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0