2012-11-14T06:41:03-06:00 2011-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2011-01-01 311139447 EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART INC EITE 3176369378 500 W WASHINGTON ST INDIANAPOLIS IN 46204 JOHN VANAUSDALL 3176369378 2012-11-06 1 KEITH T GAMBREL P00150740 3175802000 2012-11-06 2011 2016-02-24 21:20:13Z JOHN VANAUSDALL 500 W WASHINGTON ST INDIANAPOLIS IN 46204 27807487 0 X WWW.EITELJORG.ORG X 1985 IN TO INSPIRE AN APPRECIATION AND UNDERSTANDING OF THE ART, HISTORY AND CULTURES OF THE AMERICAN WEST AND THE INDIGENOUS PEOPLES OF NORTH AMERICA. THE EITELJORG MUSEUM COLLECTS AND PRESERVES WESTERN ART AND NATIVE AMERICAN ART AND CULTURAL OBJECTS OF THE HIGHEST QUALITY, AND SERVES THE PUBLIC THROUGH ENGAGING EXHIBITIONS, EDUCATIONAL PROGRAMS, CULTURAL EXCHANGES, AND ENTERTAINING SPECIAL EVENTS. 32 32 85 504 5089 4089 5849311 4369202 353899 363968 999611 2012869 659139 702430 7861960 7448469 0 127000 0 0 3195352 3391881 0 0 649177 5729121 5797141 8924473 9316022 -1062513 -1867553 67127295 63256865 22509847 23017249 44617448 40239616 X TO INSPIRE AN APPRECIATION AND UNDERSTANDING OF THE ART, HISTORY AND CULTURES OF THE AMERICAN WEST AND THE INDIGENOUS PEOPLES OF NORTH AMERICA. THE EITELJORG MUSEUM COLLECTS AND PRESERVES WESTERN ART AND NATIVE AMERICAN ART AND CULTURAL OBJECTS OF THE HIGHEST QUALITY, AND SERVES THE PUBLIC THROUGH ENGAGING EXHIBITIONS, EDUCATIONAL PROGRAMS, CULTURAL EXCHANGES, AND ENTERTAINING SPECIAL EVENTS. 0 0 5790532 127000 EXHIBITIONSIN 2011, THE EITELJORG PRODUCED SIX ORIGINAL EXHIBITIONS AND DROVE ATTENDANCE SOLIDLY ABOVE THE 140,000 MARK: RED/BLACK: RELATED THROUGH HISTORY, THE 6TH ANNUAL QUEST FOR THE WEST ART SHOW AND SALE, SOL Y SOMBRA: THE PAINTINGS OF GEORGE HALLMARK, THE EITELJORG CONTEMPORARY ART FELLOWSHIP, INFLUENCES AND JINGLE RAILS: THE GREAT WESTERN ADVENTURE. RED/BLACK: RELATED THROUGH HISTORY (FEBRUARY 12 - AUGUST 7) COMBINED EITELJORG-CREATED PANELS AND ARTIFACTS WITH SMITHSONIAN NATIONAL MUSEUM OF THE AMERICAN INDIAN INDIVISIBLE MATERIALS FOR A LONG-AWAITED EXHIBIT EXPLORING SOCIAL, CULTURAL AND HISTORIC INTERACTION, CONFLICT, COOPERATION, SURVIVAL AND INTERMARRIAGE OF AFRICAN AND NATIVE AMERICANS. THE END PRODUCT CONVEYED VERY PERSONAL STORIES, UNTOLD FOR GENERATIONS, AND ASKED THE QUESTION: WHO AND WHAT DEFINES AN INDIVIDUAL'S IDENTITY?THE 6TH ANNUAL QUEST FOR THE WEST ART SHOW AND SALE (SEPTEMBER 10 - OCTOBER 9) SHOWCASED ARTWORK BY 50 ESTEEMED CONTEMPORARY ARTISTS SPECIALIZING IN WESTERN THEMES. ARTISTS AND A RECORD NUMBER OF GUESTS ATTENDED OPENING WEEKEND ACTIVITIES. ONE MILLION IN ART SALES MADE THE 2011 EVENT SUCCESSFUL. SOL Y SOMBRA: THE PAINTINGS OF GEORGE HALLMARK (SEPTEMBER 9 - NOVEMBER 6) FEATURED PAINTINGS BY 2010 QUEST FOR THE WEST ARTIST OF DISTINCTION GEORGE HALLMARK IN A ONE-OF-A-KIND EXHIBIT CREATED BY EITELJORG CURATORS.INFLUENCES (APRIL 28 - SEPTEMBER 25, 2011 AND OCTOBER 1 - APRIL 2012) IN THE HURT AND HARVEY CONTEMPORARY NATIVE AMERICAN ART GALLERIES, EXPLORES RELATIONSHIPS AMONG ARTISTS, TEACHERS AND MENTORS AND THE IMPACT OF FAMILY AND CULTURE ON INDIVIDUAL ARTISTS AND THEIR WORK. THE EITELJORG FELLOWSHIP FOR CONTEMPORARY ART (NOVEMBER 12, 2011 - FEBRUARY 12, 2012) REBRANDED AND RENAMED, THE 7TH BIENNIAL FELLOWSHIP PROGRAM FOR EMERGING, CONTEMPORARY NATIVE AMERICAN ARTISTS ENTERED A NEW PHASE THIS YEAR WITH A GOAL OF ATTRACTING YOUNGER ART LOVERS. JINGLE RAILS: THE GREAT WESTERN ADVENTURE (NOVEMBER 5, 2011 - JANUARY 8, 2012) IS DESTINED TO BE AN ANNUAL BLOCKBUSTER. VIEWED BY MORE THAN 51,000 VISITORS IN 2010, THE FIRST JINGLE RAILS CATAPULTED THE MUSEUM'S ANNUAL ATTENDANCE FROM THE USUAL 100,000 TO MORE THAN 140,000. QUICKLY BECOMING A HOOSIER HOLIDAY FAVORITE, JINGLE RAILS ATTRACTED MORE FAMILIES TO THE MUSEUM THAN ANY PREVIOUS EVENT. INDY'S LUCAS OIL FOOTBALL STADIUM, THE ONEAMERICA BUILDING, THE HOLLYWOOD SIGN, AND THE GOLDEN GATE BRIDGE JOINED OLD FAITHFUL, MT. RUSHMORE, A CHRISTMAS TREE-LIT INDIANAPOLIS SOLDIERS AND SAILORS MONUMENT, A TLINGIT VILLAGE, THE GRAND CANYON AND OTHER ICONIC INDIANAPOLIS AND WESTERN LANDMARKS IN THIS YEAR'S EXHIBIT. 643392 FESTIVALS AND EVENTSTHE EITELJORG MUSEUM DOES SEVERAL FESTIVALS AND EVENTS. INDIAN MARKET AND FESTIVAL WAS THE LARGEST PUBLIC EVENT THE EITELJORG PRODUCES ANNUALLY (C. 7,000 VISITORS). THE 2-DAY MARKET FOCUSED ON JURIED PRESENTATION OF ART FOR SALE BY 160 OF THE TOP NATIVE AMERICAN ARTISTS AND ON NATIVE AMERICAN PERFORMANCES, FOODS, HANDS-ON ACTIVITIES AND DEMONSTRATORS. THE BAND BLUE STONE PROJECT, EMCEE MICHAEL HORSE (PASCUA YAQUI/ZUNI/MESCALERO APACHE), AUTHOR AND STORYTELLER RICHARD VAN CAMP (DOGRIB (TLICHO) NATION; NORTHWEST TERRITORIES) WERE AMONG THOSE COMMITTED TO THE MARKET. WESTFEST IS A WESTERN IMMERSION EXPERIENCE FOR FAMILIES THAT FEATURES RE-ENACTORS, ENTERTAINERS, HANDS-ON ACTIVITIES, STAGECOACH RIDES AND WESTERN FOOD. BUCKAROO BASH IS THE EITELJORG MUSEUM'S ANNUAL PREMIER FUNDRAISING EVENT. IT IS AN EVENING OF WESTERN FUN, MUSIC, FOOD, AND LIVE AUCTIONS AND PRIZES WHICH BENEFIT THE MUSEUMS EDUCATIONAL OUTREACH PROGRAMS, ANNUALLY SERVING MORE THAN 20,000 STUDENTS. THE MUSEUM'S AUXILIARY, ADOBE SOCIETY, IS RESPONSIBLE FOR THIS EVENT.JINGLE RAILS: THE GREAT WESTERN ADVENTURE THE MOST DRAMATIC EFFORT AT CAPTIVATING VISITORS' IMAGINATION WAS JINGLE RAILS: THE GREAT WESTERN ADVENTURE, A GARDEN (G-SCALE) RAILWAY LIKE NO OTHER IN INDIANAPOLIS. PAUL BUSSE AND HIS COMPANY, APPLIED IMAGINATION, CREATED AN ENVIRONMENT MADE ENTIRELY OF NATURAL MATERIALS: GOURDS, TWIGS, MOSSES, LEAVES, BARK AND OTHER MATERIALS. THIS PROJECT WAS THE PERFECT MARRIAGE OF MISSION AND APPEAL: THE STORY OF THE RAILROAD IN AMERICA IS INTEGRAL TO THE SETTLEMENT OF THE WEST. JINGLE RAILS TOOK GUESTS ON A FANCIFUL JOURNEY FROM INDIANAPOLIS TO POPULAR WESTERN DESTINATIONS IN THE UNITED STATES. INDIANAPOLIS WAS THE LAST CITY TO HOST A BUSSE HOLIDAY GARDEN RAILWAY, PUTTING IT IN THE ELITE COMPANY OF MAJOR AMERICAN CITIES SUCH AS NEW YORK CITY, CHICAGO, ATLANTA AND WASHINGTON D.C. - WHICH REPORT 7,000 - 8,000 VISITORS TO THE RAILROADS DAILY. JINGLE RAILS PROGRAMMING TIED INTO THE OVERALL HOLIDAY THEME FEATURING WORKSHOPS ON CONSTRUCTING BUILDINGS AND OTHER HOLIDAY DECORATIONS OUT OF NATURAL MATERIALS WITH ONE OF THE ARTISTS FROM APPLIED IMAGINATION. COWBOY SANTA WAS AT THE EITELJORG FOR A BREAKFAST THANKSGIVING WEEKEND AND ADDITIONAL VISITS IN DECEMBER AND WINTER MARKET AND LAS POSADAS ROUNDED OUT THE HOLIDAY OFFERINGS. 714880 PUBLIC PROGRAMSTHE EITELJORG MUSEUM HAS MANY EDUCATIONAL AND PUBLIC PROGRAMS INCLUDING ARTISTS IN RESIDENCE (AIR) WHICH ARE VISUAL AND PERFORMING NATIVE ARTISTS, STORYTELLERS AND TRADITIONAL CULTURE BEARERS FROM ACROSS THE UNITED STATES AND CANADA. THEIR MONTH- AND WEEK-LONG RESIDENCIES ARE SPENT ON-SITE AND IN THE COMMUNITY AND TIE IN TO PUBLIC PROGRAMS AND SPECIAL EVENTS INCLUDING INDIAN MARKET & FESTIVAL, WESTFEST, WOMEN IN ART MARKET, WINTER MARKET, KAYA DAY, BEAD BONANZA, GARDEN DAY, NAVAJO DAY, MIAMI DAY, DELAWARE DAY, NATIVE AMERICAN DRUM CIRCLE, LAS POSADAS, AND INDIANAPOLIS' CANAL FAMILY FEST.ARTISTS IN RESIDENCE COMBINED WITH OUTREACH, MULTIMEDIA COMPONENTS AND TRANSPORTATION AND MUSEUM VISITS COMPOSE THE EITELJORG ARTISTS ENGAGING COMMUNITY (EAEC) PROGRAM, IN WHICH CULTURALLY-DIVERSE NATIVE AMERICAN ARTISTS GO BEYOND THE WALLS OF THE MUSEUM, TAKING ARTISTS IN RESIDENCE PROGRAMS TO UNDERSERVED AUDIENCES IN CENTRAL INDIANA. THIS PROGRAM IS PARTNERSHIPS BETWEEN THE MUSEUM AND COMMUNITY-BASED ORGANIZATIONS THAT SERVE STRUGGLING NEIGHBORHOODS. PARTNERS INCLUDE INDIANAPOLIS PUBLIC SCHOOLS, SCHOOLS, COMMUNITY ORGANIZATIONS, COMMUNITY CENTERS, AND CLUBS. IN THE MUSEUM OPERATIONS AREA, WE NOT ONLY MAINTAIN THE OVERALL FACILITY FOR PUBLIC VIEWING OF RENOWNED ART COLLECTIONS BUT ALSO PROVIDE A WORLD-CLASS GIFT SHOP FOR VISITORS TO PURCHASE ART OR MEMENTOS FROM THEIR VISIT. 7148804 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 103 0 1 85 1 1 1 0 0 0 0 1 1 0 0 0 0 X 32 32 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JOHN VANAUSDALL 3176369378 500 W WASHINGTON ST INDIANAPOLIS IN 46204 EDWARD M COCKERILL MD 0.50 X 0 0 0 GAYLE COX PHD 0.50 X X 0 0 0 ROGER S EITELJORG 0.50 X 0 0 0 RICHARD FELDMAN MD 0.50 X 0 0 0 FRITZ R GORDNER 0.50 X 0 0 0 BETSEY HARVEY 0.50 X 0 0 0 POLLY HORTON HIX 0.50 X 0 0 0 CINDY HOYE 0.50 X 0 0 0 S MICHAEL HUDSON 0.50 X 0 0 0 CHRIS KATTERJOHN 1.50 X X 0 0 0 CARL LAVONCHER 0.50 X 0 0 0 JAMES T MORRIS 0.50 X 0 0 0 GERALD PAUL 0.50 X 0 0 0 ALEXANDER G PEACOCK 0.50 X 0 0 0 MEL PERELMAN PHD 0.50 X 0 0 0 BONNIE A REILLY 0.50 X 0 0 0 STEPHEN RUSSELL 0.50 X 0 0 0 AH HUTCH SCHUMAKER II 0.50 X 0 0 0 JOAN SERVAAS 0.50 X 0 0 0 J ALBERT SMITH JR 0.50 X 0 0 0 EDWARD A WEST 0.50 X X 0 0 0 TIMOTHY T WRIGHT 0.50 X 0 0 0 C DANIEL YATES 0.50 X 0 0 0 LG EDWARDS 0.50 X 0 0 0 SANDY HURT 0.50 X 0 0 0 PAT ANKER 0.50 X 0 0 0 FRANK BASILE 0.50 X 0 0 0 CATHY TURNER 0.50 X 0 0 0 TIM GARNETT 0.50 X 0 0 0 KATHERINE ANDERSON HANSEN 0.50 X 0 0 0 STAN HURT 0.50 X 0 0 0 SUE A BACK 1.00 X X 0 0 0 JOHN VANAUSDALL 55.00 X 257597 0 26420 SUSAN LEWIS 55.00 X 108151 0 12593 JAMES NOTTAGE 50.00 X 108175 0 17026 SUZANNE MAXWELL 55.00 X 157361 0 5522 631284 0 61561 4 0 1 0 G4S SECURE SOLUTIONS USA INC PO BOX 277469 ATLANTA GA 30384 SECURITY 352409 APPLIED IMAGINATION 661 POPLAR THICKET ROAD ALEXANDRA KY 41001 DESIGN AND CONSTRUCTION 193795 SECOND STORY INC 714 N FREMONT ST PORTLAND OR 97227 DESIGN, DEVELOPMENT AND EXHIBIT DESIGN 179002 VINE AND TABLE GOURMET MARKET 313 E CARMEL DRIVE CARMEL IN 46032 CATERING 140169 GREGORY & APPEL INSURANCE 1402 N CAPITOL SUITE 400 INDIANAPOLIS IN 46202 INSURANCE BROKER 120355 5 167513 232850 3968839 121847 4369202 ADMISSIONS AND TOURS 900099 363968 363968 363968 1362682 1362682 288230 45924 242306 242306 242306 20248004 19597817 650187 650187 650187 467666 232850 459665 8001 8001 6870 6854 16 16 504216 248758 255458 255458 MISCELLANEOUS 561000 191560 191560 GAIN FROM PARTNERSHIP 532000 5089 5089 196649 7448469 810986 5089 2263192 X 77000 77000 50000 50000 692845 125201 262753 304891 2153729 1563436 379236 211057 321320 239833 51469 30018 223987 130878 51141 41968 41611 41611 34250 34250 114508 108433 6075 47529 23706 23823 112929 14153 98776 85437 13261 60417 11759 415474 394701 20773 1529468 1493003 36465 114014 112192 1822 EXHIBIT EXPENSES 890368 890368 EVENTS AND PROGRAMS 462712 340215 114393 8104 SECURITY 364586 364586 UTILITIES 312983 286462 26521 1271272 1029809 206158 35305 9316022 7148804 1518041 649177 52684 68642 1219986 811876 2902343 1955462 6388 12479 282662 249641 231099 167866 43977259 18694556 26287479 25282703 34636119 33219030 867227 717488 641308 771678 67127295 63256865 476778 546965 20600000 20600000 1433069 1870284 22509847 23017249 X 37473624 34219396 6765258 5386654 378566 633566 44617448 40239616 67127295 63256865 X -1867553 -2510279 X X 0 1 1 X 0 X 4261266 3809484 4594792 5849311 4369202 22884055 4261266 3809484 4594792 5849311 4369202 22884055 6512515 16371540 2372078 1947343 1538315 1394133 1650912 8902781 3695 48714 34404 5089 91902 68526 28289 289945 142439 191560 720759 32599497 6222028 0.50220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 15169308 255000 -160025 735360 36922 14492001 14300039 200000 1495861 791943 34649 15169308 12360705 10000 2787682 828641 29707 14300039 18076583 30044 -4915782 789158 40982 12360705 0.96000 0.04000 1 0 41754696 16598528 25156168 2222563 2096028 126535 25282703 INTEREST RATE SWAP LIABILITY 1870284 1870284 7448469 9316022 -1867553 -2227401 -282878 -2510279 -4377832 6077345 -2227401 49172 920627 -1257602 7334947 108433 5089 113522 7448469 10455177 49172 1198416 1247588 9207589 108433 108433 9316022 PART III, LINE 1A: ART COLLECTION: THE MUSEUM COLLECTS WORKS OF ART REPRESENTING ALL PERIODS OF THE AMERICAN INDIAN AND WESTERN CULTURES. IT PRESERVES, COLLECTS AND INTERPRETS THIS MATERIAL THROUGH CURATORIAL RESEARCH AND EDUCATIONAL OUTREACH. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE VALUE OF ART OBJECTS ACQUIRED BY GIFT, FOR WHICH THE MUSEUM HAS MADE A REASONABLE ESTIMATE, WAS $330,375 IN 2011 AND $464,805 IN 2010. STANDARD MUSEUM PROCEDURES ARE USED IN ACCESSIONING, DEACCESSIONING, CATALOGING AND MANAGING ART OBJECTS. THE MUSEUM PROVIDES A CLEAN, SAFE AND STABLE STORAGE ENVIRONMENT FOR ITS PERMANENT COLLECTIONS. THERE WERE NO SIGNIFICANT DEACCESSIONS DURING 2011 AND 2010. PART III, LINE 4: THE EITELJORG MUSEUM CLEARLY FOCUSES UPON ITS MISSION. ALL WORKS OF ART AND OBJECTS IN THE COLLECTION ARE STRICTLY RELEVANT TO THE AMERICAN WEST AND NATIVE PEOPLES OF NORTH AMERICA. ALL COLLECTION ITEMS ARE VIEWED AS A RESOURCE IN THE FULFILLMENT OF THE INSTITUTIONAL MISSION AND FOR THE ENLIGHTENMENT AND ENJOYMENT OF THE PUBLIC SERVED BY THE MUSEUM. PAINTINGS, SCULPTURES, PRINTS, PHOTOGRAPHS, NATIVE AMERICAN ARTIFACTS OF ALL KINDS, ARE ALL UTILIZED OR AVAILABLE FOR USE IN EDUCATIONAL EXHIBITS AT THE MUSEUM AND THROUGH LOAN TO OTHER QUALIFIED MUSEUMS. OBJECTS ARE STUDIED BY STUDENTS FROM GRADE SCHOOL TO GRADUATE SCHOOL AND ARE THEREFORE INCLUDED THROUGH IMAGES AND WRITING IN CLASS PROJECTS, ARTICLES, AND BOOKS. STUDENTS, TEACHERS, RESEARCHERS, PUBLISHERS, AND OTHERS, ALONG WITH THE STAFF, ARE ENCOURAGED TO UTILIZE THE COLLECTION THROUGH SUPERVISED EXAMINATION AND ACCESS TO THE COLLECTION DATABASE AND DIGITAL IMAGES. ABOVE ALL, NATIVE CULTURES, FROM WHICH ARTIFACTS CAME, ARE GIVEN SPECIAL ACCESS FOR CULTURAL, SPIRITUAL, AND EDUCATIONAL REASONS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USED OF THE MUSEUM'S ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS FROM NOW INTO THE FUTURE. THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. TO SATISFY ITS LONG-RANGE-RATE-OF-RETURN OBJECTIVES, THE MUSEUM RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION AND CURRENT YIELD. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE MUSEUM HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME TAX EXPENSE RELATED TO AN INVESTMENT IN A LIMITED PARTNERSHIP WAS APPROXIMATELY $1,000 FOR 2011 AND APPROXIMATELY $5,000 FOR 2010. THE MUSEUM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF INDIANA. THE MUSEUM IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS 159,426. DIFFERENCE IN BOOK AND TAX INCOME ON PARTNERSHIP -5,089. CHANGE IN INTEREST RATE SWAP -437,215. TOTAL TO SCHEDULE D, PART XI, LINE 8: -282,878. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SOLD 248,758. SPECIAL EVENT EXPENSES 466,519. RENT EXPENSES 45,924. CHANGE IN VALUE OF CHARITABLE TRUSTS 159,426. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN FROM INVESTMENT PARTNERSHIP 5,089. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF INVENTORY SOLD 248,758. SPECIAL EVENT EXPENSES 466,519. RENT EXPENSES 45,924. CHANGE IN INTEREST RATE SWAP 437,215. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN CANADA 50000 0 0 0 0 0 0 50000 0 50000 FELLOWSHIP AWARDED TO CONTEMPORARY FINE ARTISTS. NORTH AMERICA 2 50000 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: EITELJORG FELLOWSHIP FOR NATIVE AMERICAN FINE ART IS A BIENNIAL PROGRAM, DEVELOPED BY THE MUSEUM IN CONSULTATION WITH ITS BOARD AND ITS NATIVE AMERICAN COUNCIL. THE FELLOWSHIPS ARE AWARDED TO CONTEMPORARY FINE ARTISTS SELECTED BY AN INDEPENDENT JURY, WHOSE ACHIEVEMENTS WARRANT MERITORIOUS RECOGNITION. EACH OF THE FELLOWS RECEIVES AN UNRESTRICTED HONORARIUM. QUEST 388831 110750 278081 7000 205659 BUCKAROO BASH 162798 67750 95048 89409 1 148887 54350 94537 17800 139797 700516 232850 467666 24800 434865 459665 8001 1 FELLOWSHIP - UNRESTRICTED HONORARIUM TO FACILITATE THE RECIPIENTS CONTINUED GROWTH AS A CREATIVE ARTISTS 4 77000 0 CASH PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EITELJORG FELLOWSHIP FOR NATIVE AMERICAN FINE ART IS A BIENNIAL PROGRAM, DEVELOPED BY THE MUSEUM IN CONSULTATION WITH ITS BOARD AND ITS NATIVE AMERICAN COUNCIL. THE FELLOWSHIPS ARE AWARDED TO CONTEMPORARY FINE ARTISTS SELECTED BY AN INDEPENDENT JURY, WHOSE ACHIEVEMENTS WARRANT MERITORIUS RECOGNITION. EACH OF THE FELLOWS RECEIVES AN UNRESTRICTED HONORARIUM. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOHN VANAUSDALL 257214 0 0 0 383 0 14113 0 12307 0 284017 0 0 0 SUZANNE MAXWELL 157361 0 0 0 0 0 4721 0 801 0 162883 0 0 0 PART I, LINE 1A SOCIAL CLUB MEMBERSHIP AND MEALS ARE USED FOR DONOR CULTIVATION. ANY PERSONAL MEALS ARE NOT PAID FOR BY THE MUSEUM. INDIANA DEVELOPMENT FINANCE AUTHORITY 351602316 2004-02-01 20600000 FINANCE RENOVATION/EXPANSION OF FACILITIES, EXHIBITION AND COLLECTIONS, ETC 0 0 0 20600000 254522 19946454 2005 0 0 1 1 0 0 0 0 1 0 1 1 JPMORGAN CHASE 12.000000000000 0 0 0 0 1 X X 118 REVENUE NOT RECOGNIZED X 21 99909 MEAN ON TRANSFER DATE X 3 3550 FAIR MARKET VALUE X STORAGE RENTAL 1 12000 FAIR MARKET VALUE X OTHER 1 6388 FAIR MARKET VALUE 2 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE MUSEUM COLLECTS WORKS OF ART REPRESENTING ALL PERIODS OF THE AMERICAN INDIAN AND WESTERN CULTURES. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 2 STAN HURT IS THE SPOUSE OF SANDY HURT. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION AND BYLAWS WERE RESTATED TO REFLECT THE ORGANIZATION'S CHANGE FROM A SUPPORTING ORGANIZATION DESCRIBED IN IRC 509(A)(3) TO A PUBLICLY SUPPORTED CHARITY DESCRIBED IN 509(A)(1) AND 170(B)(1)(A)(VI). FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS REVIEWED BY THE CFO, THE CEO AND THE TREASURER PRIOR TO A REVIEW BY THE AUDIT AND FINANCE COMMITTEES. A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE ANNUALLY (OR AS OTHERWISE REQUESTED) A DISCLOSURE STATEMENT REGARDING ANY CONFLICT OF INTEREST DESCRIBED IN THE POLICY. ANY CHANGES ARE REPORTED PROMPTLY TO THE CEO OR BOARD CHAIR. THE CFO SUMMARIZES ANY CONFLICTS OR POTENTIAL CONFLICTS TO THE CEO AND THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE SALARIES FOR THE CEO AND THE CFO. THE EXECUTIVE COMMITTEE REVIEWS CURRENT MARKET DATA FROM: THE ASSOCIATION OF ART MUSEUM DIRECTORS SALARY SURVEY THAT IS DONE ON A YEARLY BASIS. DATA IS COMPILED FROM THIS REPORT FOR OUR REGION OF THE COUNTY, OUR OPERATING BUDGET AND THE SIZE OF OUR CITY. OTHER SURVEYS AVAILABLE SUCH AS THE ASSOCIATION OF MIDWEST MUSEUMS OTHER SOURCES THE CEO'S SALARY IS DETERMINED BY A CONTRACT THAT IS PREPARED BY LEGAL COUNSEL AFTER NEGOTIATIONS BETWEEN THE PRESIDENT AND A SUB-SET OF BOARD MEMBERS LED BY THE CHAIRMAN. THE CONTRACT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE FULL BOARD OF DIRECTORS IS INFORMED ABOUT THE CONTRACT. DATA OBTAINED FROM THE FOLLOWING SOURCES IS REVIEWED TO DETERMINE THAT SALARY: THE ASSOCIATION OF ART MUSEUM DIRECTORS SALARY SURVEY THAT IS DONE ON A YEARLY BASIS. DATA IS COMPILED FROM THIS REPORT FOR OUR REGION OF THE COUNTY, OUR OPERATING BUDGET AND THE SIZE OF OUR CITY. OTHER SURVEYS AVAILABLE SUCH AS THE ASSOCIATION OF MIDWEST MUSEUMS OTHER SOURCES THE CEO'S BONUS UNDER THE CURRENT CONTRACT IS DETERMINED BASED ON PRE-ESTABLISHED INDICATORS. THE BONUS IS REVIEWED BY AND APPROVED BY THE CHAIRMAN OF THE BOARD AND THEN APPROVED BY THE EXECUTIVE COMMITTEE. THE APPROVAL OF THESE SALARIES IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 305,739. MANAGEMENT AND GENERAL EXPENSES 4,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 310,180. ART COLLECTION: PROGRAM SERVICE EXPENSES 245,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 245,025. ANNUAL BOND FEES: PROGRAM SERVICE EXPENSES 197,344. MANAGEMENT AND GENERAL EXPENSES 10,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,731. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 104,851. MANAGEMENT AND GENERAL EXPENSES 70,368. FUNDRAISING EXPENSES 19,918. TOTAL EXPENSES 195,137. MUSEUM STORE: PROGRAM SERVICE EXPENSES 84,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,565. TOURISM AND TOUR PROGRAMS: PROGRAM SERVICE EXPENSES 13,918. MANAGEMENT AND GENERAL EXPENSES 65,351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,269. ARTIST IN RESIDENCE: PROGRAM SERVICE EXPENSES 64,009. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,009. NEWSLETTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,819. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,289. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,289. UNCOLLECTED PLEDGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,000. TOTAL EXPENSES 11,000. AWARDS: PROGRAM SERVICE EXPENSES 594. MANAGEMENT AND GENERAL EXPENSES 5,011. FUNDRAISING EXPENSES 4,387. TOTAL EXPENSES 9,992. AMORTIZATION OF DEFERRED FINANCE COSTS: PROGRAM SERVICE EXPENSES 9,348. MANAGEMENT AND GENERAL EXPENSES 492. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,840. OTHER PAYROLL COSTS: PROGRAM SERVICE EXPENSES 4,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,416. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,227,401. CHANGE IN VALUE OF CHARITABLE TRUSTS 159,426. DIFFERENCE IN BOOK AND TAX INCOME ON PARTNERSHIP -5,089. CHANGE IN INTEREST RATE SWAP -437,215. TOTAL TO FORM 990, PART XI, LINE 5: -2,510,279. CHANGES IN AUDIT OVERSIGHT: FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.