MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION (EIN 63-6049847)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-04-09
- IRS object ID
- 201221009349300502
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-09T08:52:40-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE A MOORE CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 N MCQUEEN SMITH RD | AddressLine1 |
| City | PRATTVILLE | City |
| State | AL | State |
| ZIP Code | 36066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636049847 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 3342404333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MUSEUM DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER SPAIN | Name |
| Title | TREASURER | Title |
| Phone | 3342404333 | Phone |
| Date Signed | 2012-04-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3343586972 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROGER SPAIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MUSEUM DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1125614 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MMFA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE MONTGOMERY MUSEUM OF FINE ARTS IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART OF THE HIGHEST QUALITY FOR THE ENRICHMENT, ENLIGHTENMENT AND ENJOYMENT OF ITS PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 780371 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 671079 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 182766 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 297750 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 332301 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326679 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -718864 | OtherRevenuePriorYear |
| Other Revenue Current Year | -216058 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 576574 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1079450 | 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 | 389495 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 418331 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83076 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1253773 | OtherExpensePriorYear |
| Other Expenses Current Year | 4588580 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1643268 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5006911 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1066694 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3927461 | RevenuesLessExpensesCY |
| Total Assets BOY | 19631071 | TotalAssetsBOY |
| Total Assets EOY | 15315804 | TotalAssetsEOY |
| Total Liabilities BOY | 793486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 642200 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18837585 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14673604 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PURPOSE OF THE MONTGOMERY MUSEUM OF FINE ARTS IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART OF THE HIGHEST QUALITY FOR THE ENRICHMENT, ENLIGHTENMENT AND ENJOYMENT OF ITS PUBLIC. MMFA VALUE STATEMENTMUSEUMS ARE UNIQUE INSTITUTIONS IN OUR SOCIETY BECAUSE THEY CELEBRATE THE HIGHEST FORMS OF INDIVIDUAL HUMAN ACHIEVEMENT. IN THAT SENSE, THEY EMBODY IN THEIR VERY STATEMENT OF PURPOSE AND REFLECT IN THEIR AFFAIRS AND ACTIONS THE HIGHEST PRINCIPLES AND MOST CHERISHED VALUES A PUBLIC INSTITUTION CAN COMMAND. THE MONTGOMERY MUSEUM OF FINE ARTS BELIEVES THAT THE INCORPORATION OF THESE VALUES: QUALITY, INTEGRITY, CREATIVITY, RESPONSIBILITY, SCHOLARSHIP, PROFESSIONALISM AND DIVERSITY INTO ITS DAY-TO-DAY OPERATIONS AND LONG RANGE AMBITIONS, AFFIRMS AND REINFORCES ITS MISSION, SECURES THE PUBLIC TRUST AND MAINTAINS OUR ACCOUNTABILITY AND CREDIBILITY IN THE PROFESSIONAL ARENA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3965922 | Expense |
| Grants | 181740 | Grants |
| Revenue | 610367 | Revenue |
| Description | PERMANENT COLLECTION/ACQUISITIONS: THE MUSEUM'S MISSION TO COLLECT AND INTERPRET ART FOR MONTGOMERY AND CENTRAL ALABAMA IS MADE TANGIBLE BY THE ART WE HOLD IN TRUST FOR OUR COMMUNITY. THE CORE OF THE PERMANENT COLLECTION IS AMERICAN ART, AND IN THE PAST YEAR THE MUSEUM HAS ACQUIRED IMPORTANT EXAMPLES OF ETCHINGS BY AMERICAN ARTISTS (JAMES MCNEILL WHISTLER AND ROBERT MOTHERWELL), A WATERCOLOR BY AMERICAN PAINTER CHARLES BURCHFIELD, AS WELL AS OUTSTANDING EXAMPLES OF SELF-TAUGHT ART BY MONTGOMERIANS MOSE TOLLIVER AND CHARLIE LUCAS. THE PERMANENT COLLECTION HAS BEEN MADE MORE ACCESSIBLE TO OUR AUDIENCES AND SCHOLARS THROUGHOUT THE WORLD BY THE IMPLEMENTATION OF A SEARCHABLE ONLINE COLLECTIONS DATABASE, INAUGURATED IN THE PAST YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 249810 | Expense |
| Description | EXHIBITIONS: THE MUSEUM HOSTED ELEVEN TEMPORARY EXHIBITIONS OF ART DURING THE 2010-2011 FISCAL YEAR, IN ADDITION TO REGULAR INSTALLATIONS OF ART FROM THE PERMANENT COLLECTION. THIS SELECTION OF TEMPORARY EXHIBITIONS REFLECTED THE MUSEUM'S GOAL OF PRESENTING WORK IN A VARIETY OF MEDIA, FROM MANY CULTURES AND TIME PERIODS. OBJECTS OF WONDER: FOUR CENTURIES OF STILL-LIFE FROM THE NORTON MUSEUM OF ART, WEST PALM BEACH, FLORIDA, FEATURED EXAMPLES OF STILL-LIFE SUBJECTS IN PAINTING AND SCULPTURE FROM AROUND THE WORLD. LOST IN FORM, FOUND IN LINE: AN EXHIBITION OF WORKS BY ROBERT MOTHERWELL SURVEYED THIS AMERICAN ABSTRACT-EXPRESSIONIST ARTIST'S FINEST PRINTS DRAWN FROM THE COLLECTION OF HIS ESTATE. NICOLA MARSCHALL AND THE WALKER FAMILY AT CEDAR GROVE PLANTATION: A MID-NINETEENTH CENTURY PAINTER IN WEST ALABAMA, WAS A FASCINATING HISTORICAL STUDY BASED UPON RESEARCH BY THE MUSEUM'S STAFF INTO THE LARGER CONTEXT OF ONE NINETEENTH-CENTURY ALABAMA PORTRAIT IN THE MUSEUM'S PERMANENT COLLECTION. IN ADDITION, THE MUSEUM PRESENTED EXHIBITIONS OF SCULPTURE, PHOTOGRAPHY, DECORATIVE ARTS AND OTHER FORMS THAT COMPLEMENT OR CONTRAST WITH THE AMERICAN ART THAT DOMINATES THE PERMANENT COLLECTION. THE MUSEUM PRODUCED DOCUMENTARY PUBLICATIONS FOR BOTH THE MARSCHALL EXHIBITION, AS WELL AS FOR MOVEMENTS IN STILLNESS: THE STILL-LIFE PAINTINGS OF EDGAR SOBERON. A DIGITAL, ONLINE VERSION OF THE MARSCHALL EXHIBITION WAS ALSO ADDED TO THE MUSEUM'S WEBSITE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36073 | Expense |
| Description | EDUCATIONAL PROGRAMS: DURING THE PAST FISCAL YEAR, THE EDUCATION DEPARTMENT OFFERED TOURS, PROGRAMS, CLASSES, WORKSHOPS, LECTURES AND STUDENT EXHIBITIONS; RECEIVED GREAT SUPPORT FROM DOCENT VOLUNTEERS, AND CONTINUED TO MAINTAIN MEANINGFUL RELATIONSHIPS WITH COMMUNITY ORGANIZATIONS. FOR THE ARTWORKS CORRIDOR EXHIBITIONS THIS YEAR, 520 ENTRIES WERE RECEIVED FROM 36 PUBLIC AND PRIVATE SCHOOLS IN THE STATE. A COMMITTEE OF MUSEUM CURATORS, ARTISTS, AND ART TEACHERS SELECTED A TOTAL OF 220 WORKS OF ART BY KINDERGARTEN TO COLLEGE-AGED STUDENTS FOR FOUR ARTWORKS EXHIBITIONS BASED ON THEMES RELATED TO TEMPORARY EXHIBITIONS. 295 STUDENTS AND FAMILY MEMBERS ATTENDED THE OPENING RECEPTIONS FOR THE CORRIDOR EXHIBITIONS. ENROLLMENT IN STUDIO CLASSES FOR CHILDREN (AGES 2-13) AND ADULTS (AGES 14 AND OLDER) INCLUDED A TOTAL OF 1,900 STUDENTS. PARTICIPANTS FOR THIS YEAR'S SUMMER CAMPS INCREASED IN NUMBER AND ADULT DRAWING AND PAINTING CLASSES AND WORKSHOPS WERE FILLED TO CAPACITY. STUDIO CLASSES AND WORKSHOPS WERE ACCOMPANIED BY TOURS OF THE GALLERIES.MORE THAN 5,175 PEOPLE PARTICIPATED IN OUTREACH PROGRAMS. ART IN THE AFTERNOON, CREATED FOR THE WEED AND SEED PROGRAM, INCLUDED 685 STUDENTS. THE COMMUNITY CENTERS WE PARTNERED WITH INCLUDED: GOODE STREET COMMUNITY CENTER AND DAVIS ELEMENTARY. FOR ADULT PROGRAMS, 1,138 PEOPLE ATTENDED GALLERY TALKS, LECTURES AND FILMS AT THE MUSEUM AND THE MUSEUM ENGAGED 995 UNIQUE VISTORS FOR THE GUIDE BY CELL AUDIO TOURS.THE MUSEUM EXPERIENCED HIGH ATTENDANCE FOR KINDERGARTEN AND FIFTH GRADE TOURS. 1,030 STUDENTS FROM BOTH MPS AND OTHER AREA SCHOOLS PARTICIPATED IN THE ANNUAL PUPPET SHOW AND PEEK-A-BOO TOURS, WHILE 3,063 MPS FIFTH GRADERS ENJOYED A GALLARY AND STUDIO ACTIVITY. ART A LA CART AND WEEKENDS AT ONE KEPT BOTH CHILDREN AND ADULTS ALIKE INTERESTED AND ENTERTAINED ON THE WEEKENDS. FOR DOCENT TRAINING, THERE WERE 36 DAYTIME TRAINING SESSIONS AND NINE EVENING TRAINING SESSIONS FOR MUSEUM DOCENTS. DOCENT TRAINING COVERED A RANGE OF TOPICS, INCLUDING GALLERY TEACHING, TOURS, THE PERMANENT COLLECTION, TEMPORARY EXHIBITIONS, AND THE HISTORY OF ART. IN ADDITION, DOCENTS SERVED MORE THAN 5,000 VISITORS. A TOTAL OF 11,242 DOCENTS PROVIDED 4,098 SERVICE HOURS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4251805 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | 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 | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | 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 | 0 | LocalChapters |
| 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK JOHNSON EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3342404333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MUSEUM DRIVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36117 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| PATRICIA PINCHBACK | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| POLLY HARDEGREE | |||||||
| VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| ROGER SPAIN | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| CAMILLE ELEBASH-HILL | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| MARK JOHNSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 126095 | 0 | 0 | X | X |
| GORDON MARTIN | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| ALFRED NEWMAN | |||||||
| EXECUTIVE MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 126095 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JENNIE WELLER CATERING LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 N HULL STREET | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CATERING | DescriptionOfServices |
| Compensation | 140889 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 280206 | MembershipDues |
| Government Grants | 181740 | GovernmentGrants |
| All Other Contributions | 209133 | AllOtherContributions |
| Total Contributions | 671079 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EARNED INCOME | 711190 | 273802 | 273802 |
| EXHIBITION INCOME | 711190 | 22600 | 22600 |
| CATALOG SALES | 711190 | 1348 | 1348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 297750 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 326679 | TotalRevenueColumn |
| Related Or Exempt Function Income | 326679 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8538 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8538 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8538 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 104585 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 2175 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102410 | TotalRevenueColumn |
| Exclusion | $102,410 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 80102 | GrossSalesOfInventory |
| Cost Of Goods Sold | 43989 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36113 | TotalRevenueColumn |
| Exclusion | $36,113 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS | 711190 | 3793 | $3,793 |
| LOSS ON INVESTMENTS | 711190 | -366912 | -$366,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -363119 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1079450 | TotalRevenueColumn |
| Related Or Exempt Function Income | 632967 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$224,596 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126095 | Total |
| Program Services | 50047 | ProgramServices |
| Management And General | 70739 | ManagementAndGeneral |
| Fundraising | 5309 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233156 | Total |
| Program Services | 90679 | ProgramServices |
| Management And General | 133301 | ManagementAndGeneral |
| Fundraising | 9176 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59080 | Total |
| Program Services | 22451 | ProgramServices |
| Management And General | 34266 | ManagementAndGeneral |
| Fundraising | 2363 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98106 | Total |
| Program Services | 98106 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9111 | Total |
| Program Services | 8919 | ProgramServices |
| Management And General | 192 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6452 | Total |
| Program Services | 681 | ProgramServices |
| Management And General | 5771 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8827 | Total |
| Program Services | 992 | ProgramServices |
| Management And General | 7447 | ManagementAndGeneral |
| Fundraising | 388 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595 | Total |
| Program Services | 595 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25986 | Total |
| Program Services | 3248 | ProgramServices |
| Management And General | 21547 | ManagementAndGeneral |
| Fundraising | 1191 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3475 | Total |
| Management And General | 3475 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11335 | Total |
| Management And General | 11335 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75477 | Total |
| Program Services | 945 | ProgramServices |
| Management And General | 74532 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACQUISITIONS | 3913717 | 3913717 | 0 | 0 |
| CATERING | 139208 | 4104 | 132604 | 2500 |
| FEES FOR SPECIAL SERVIC | 89142 | 10411 | 74738 | 3993 |
| CONSULTING FEE | 51111 | 1111 | 0 | 50000 |
| RENTAL FEES | 32008 | 820 | 31188 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124030 | Total |
| Program Services | 44979 | ProgramServices |
| Management And General | 70895 | ManagementAndGeneral |
| Fundraising | 8156 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5006911 | Total |
| Program Services | 4251805 | ProgramServices |
| Management And General | 672030 | ManagementAndGeneral |
| Fundraising | 83076 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4114730 | BOY |
| EOY | 3031494 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7891700 | BOY |
| EOY | 7237603 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65698 | BOY |
| EOY | 63665 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59646 | BOY |
| EOY | 44765 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8332 | BOY |
| EOY | 8332 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10200 | BOY |
| EOY | 12172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 216622 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 157139 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70818 | BOY |
| EOY | 59483 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2653446 | BOY |
| EOY | 2627927 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4750296 | BOY |
| EOY | 2224158 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6205 | BOY |
| EOY | 6205 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19631071 | BOY |
| EOY | 15315804 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76806 | BOY |
| EOY | 76144 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116680 | BOY |
| EOY | 131056 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600000 | BOY |
| EOY | 435000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793486 | BOY |
| EOY | 642200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55875 | BOY |
| EOY | 131735 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1211572 | BOY |
| EOY | 1197004 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17570138 | BOY |
| EOY | 13344865 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18837585 | BOY |
| EOY | 14673604 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19631071 | BOY |
| EOY | 15315804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3927461 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -236520 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 648953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 469702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 700832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 780371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 671079 | CurrentTaxYear |
| Total | 3270937 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 196626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 404156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 349362 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 186119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 301543 | CurrentTaxYear |
| Total | 1437806 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 750000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 750000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 750000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 750000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 750000 | CurrentTaxYear |
| Total | 3750000 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1595579 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1623858 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1800194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1716490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1722622 | CurrentTaxYear |
| Total | 8458743 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 8458743 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 230008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 845752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 516899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 534282 | CurrentTaxYearMinus1Year |
| Current Tax Year | 479897 | CurrentTaxYear |
| Total | 2606838 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 230008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 845752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 516899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 534282 | CurrentTaxYearMinus1Year |
| Current Tax Year | 479897 | CurrentTaxYear |
| Total | 2606838 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1825587 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2469610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2317093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2250772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2202519 | CurrentTaxYear |
| Total | 11065581 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.76440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.23560 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.20770 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2041894 | BeginningOfYearBalance |
| Other Expenditures | 21527 | OtherExpenditures |
| End Of Year Balance | 2020367 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2162806 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -109261 | InvestmentEarningsOrLosses |
| Other Expenditures | 11651 | OtherExpenditures |
| End Of Year Balance | 2041894 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1302011 | BeginningOfYearBalance |
| Contributions | 677865 | Contributions |
| Investment Earnings Or Losses | 190023 | InvestmentEarningsOrLosses |
| Other Expenditures | 7093 | OtherExpenditures |
| End Of Year Balance | 2162806 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63434 | OtherCostOrOtherBasis |
| Depreciation | 21013 | Depreciation |
| Book Value | 42421 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153188 | OtherCostOrOtherBasis |
| Depreciation | 136126 | Depreciation |
| Book Value | 17062 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59483 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TIME DEPOSITS | 883658 | F |
| BENEFICIAL INTEREST IN IDA BELLE YOUNG ESTATE | 1340500 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2224158 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTATE EXECUTOR FEE PAYABLE | Description |
| Amount | $435,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 435000 | TotalOfAmounts |
| Total Revenue | 1079450 | TotalRevenue |
| Total Expenses | 5006911 | TotalExpenses |
| Excess Or Deficit For Year | -3927461 | ExcessOrDeficitForYear |
| Other | -$236,520 | OtherAmount |
| Total Adjustments | -236520 | TotalAdjustments |
| Excess Or Deficit Per FS | -4163981 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1492526 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1492526 | RevenueSubtotal |
| Other Revenues Not Included | -413076 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -413076 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1079450 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5048990 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 46164 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 46164 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5002826 | ExpensesSubtotal |
| Other Expenses Not Included | 4085 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4085 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5006911 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | DESCRIPTION OF COLLECTIONS THE MONTGOMERY MUSEUM OF FINE ARTS HOLDS SOME 4,000 OBJECTS IN ITS COLLECTION, CONSISTING PRIMARILY OF AMERICAN WORKS OF ART FROM THE EIGHTEENTH CENTURY INTO THE TWENTY-FIRST CENTURY. THE COLLECTION INCLUDES ART FROM THE SOUTHEASTERN UNITED STATES, DECORATIVE ARTS IN THE FORM OF PORCELAIN AND GLASS, AND OLD MASTER PRINTS. THE AMERICAN COLLECTIONS, AS WELL AS THE EUROPEAN OLD MASTER PRINTS, FORM AN OUTSTANDING HISTORICAL CONTEXT FOR THE APPROXIMATELY 250 WORKS FROM THE MUSEUM'S GEOGRAPHIC REGION, WHICH DATE FROM THE LATE-NINETEENTH CENTURY TO THE PRESENT. THE MUSEUM'S AMERICAN COLLECTION IS A COMPREHENSIVE SURVEY OF STYLES, TECHNIQUES, AND SUBJECT MATTER FROM THE 18TH THROUGH THE 20TH CENTURIES ILLUSTRATING MAJOR ART MOVEMENTS FROM COLONIAL TIMES TO THE PRESENT. PORTIONS OF THE COLLECTION ARE ON PERMANENT EXHIBITION IN VARIOUS INSTALLATIONS THAT EXPLORE DIFFERENT THEMES OR HISTORICAL PERSPECTIVES. THE CORE OF THE AMERICAN ART INSTALLATION IS THE BLOUNT COLLECTION, CONTAINING 41 HISTORICALLY SIGNIFICANT PAINTINGS BY 33 AMERICAN ARTISTS INCLUDING COPLEY, MORAN, HOMER, SARGENT, HOPPER, AND O'KEEFFE. THIS CHRONOLOGICAL SURVEY OF AMERICAN PAINTINGS SIGNIFICANTLY ENHANCES THE OVERALL MUSEUM COLLECTIONS, AND THE MUSEUM'S EDUCATIONAL ROLE BY PROVIDING A COMPREHENSIVE VIEW OF IMPORTANT STYLES AND MOVEMENTS IN AMERICAN ART. WHILE THE MUSEUM'S AMERICAN ART COLLECTION IS AMONG THE STRONGEST IN THE SOUTHEASTERN U.S., THE MUSEUM'S PRINT COLLECTION IS ALSO HIGHLY SIGNIFICANT. THE RICH COLLECTION OF OLD MASTER PRINTS INCLUDES MULTIPLE WORKS BY OUTSTANDING EUROPEAN PRINTMAKERS FROM THE FIFTEENTH TO THE NINETEENTH CENTURIES SUCH AS SCHOENGAUER, DURER, REMBRANDT, CANALETTO, GOYA, AND WHISTLER. THE COLLECTION NOW INCLUDES OVER 1,500 OUTSTANDING IMPRESSIONS. THESE WORKS EMBODY VARIOUS PRINTMAKING TECHNIQUES AND DEMONSTRATE THE SCOPE AND QUALITY OF THIS DISTINCTIVE COLLECTION. UTILIZING THE MUSEUM'S WEIL PRINT ENDOWMENT, THE MUSEUM CONSISTENTLY PURCHASES OLD MASTER PRINTS MADE BEFORE 1900 TO ENHANCE THE MUSEUM'S HOLDINGS. THE COLLECTION OF WORKS ON PAPER ALSO INCLUDES POPULAR ENGRAVERS SUCH AS CURRIER AND IVES AND EXTENDS TO WORKS BY MAJOR MODERN PRINTMAKERS INCLUDING ROSENQUIST, WARHOL, AND STELLA. THE MUSEUM'S HOLDINGS OF HISTORICAL AND MODERN PHOTOGRAPHY ARE ALSO INCREASING, PARTICULARLY IN THE AREA OF WORKS BY SOUTHERN PHOTOGRAPHERS. IN 1930, THE MUSEUM WAS FOUNDED WITH THE INTENTION OF EXHIBITING WORKS BY ALABAMA ARTISTS AND TO PROMOTE THE CULTURAL, ARTISTIC, AND EDUCATIONAL LIFE OF THE PEOPLE OF ALABAMA. PAINTINGS WERE DONATED BY THE DIRECTOR OF THE MUSEUM'S ART SCHOOL, KELLY FITZPATRICK, AS WELL AS BY HIS STUDENTS TO FORM THE CORE OF EARLY HOLDINGS. TODAY, WORKS BY ALABAMA ARTISTS AND, IN A LARGER CONTEXT, WORKS BY SOUTHERN REGIONAL ARTISTS, REMAIN A SOURCE OF GREAT PRIDE FOR THE MONTGOMERY AREA AND ARE ACCESSIBLE REMINDERS OF ITS CULTURAL AND ARTISTIC HERITAGE. HISTORICAL AND CONTEMPORARY WORKS BY ARTISTS FROM ALABAMA AND THE SOUTHEAST FORM AN ESSENTIAL AND EXPANDING COMPONENT OF MMFA'S COLLECTION; MORE THAN TWO HUNDRED EXAMPLES OF PAINTING, WORKS ON PAPER AND SCULPTURE ARE NOW IN THE COLLECTION. REPRESENTED ARE NINETEENTH-CENTURY PORTRAITISTS, NICOLA MARSCHALL AND JACQUES AMANS, AND LANDSCAPE PAINTERS, JOSEPH RUSLING MEEKER, WALTER ANDERSON AND WILL HENRY STEVENS. ARTISTS OF THE WPA ERA INCLUDE J. KELLY FITZPATRICK, ARTHUR BAIRNSFARTHER, ANNE GOLDTHWAITE AND CHARLES SHANNON. MANY OF THESE WORKS WERE EXECUTED FOR WPA PROJECTS IN ALABAMA AND DONATED TO THE MUSEUM BY THE PROJECT OR BY THE ARTISTS. IMPORTANT CONTEMPORARY, REGIONAL ARTISTS REPRESENTED ARE ROGER BROWN, WILLIAM CHRISTENBERRY, AND FRANK FLEMING. WORKS BY SELF-TAUGHT ARTISTS ARE ALSO AN EXPANDING PART OF THE MUSEUM'S PERMANENT COLLECTION. QUILTS BY ALABAMA QUILTMAKERS OF THE MID-TO-LATE TWENTIETH CENTURY, AS WELL AS A SELECTION OF WORKS BY ALABAMA ARTISTS SUCH AS JIMMY LEE SUDDUTH, MOSE TOLLIVER AND BILL TRAYLOR, FORM AN IMPORTANT FACET OF THE MUSEUM'S REPRESENTATION OF WORKS BY REGIONAL ARTISTS. THE LOCATION OF THE MUSEUM IN THE BEAUTIFUL WYNTON M. BLOUNT CULTURAL PARK AND THE ARCHITECTURE OF THE BUILDING INSPIRED THE GOAL OF ACQUIRING WORKS OF SCULPTURE. REGIONAL SCULPTORS FRANK FLEMING, WILLIAM CHRISTENBERRY, AND ED HENDRICKS WERE COMMISSIONED AND HAVE PROVIDED SCULPTURE FOR THE MUSEUM AND GROUNDS. TWELVE WORKS BY LOCAL SELF-TAUGHT SCULPTOR CHARLIE LUCAS WERE ACQUIRED AND ARE NOW ON PERMANENT DISPLAY. THE MUSEUM HAS ALSO ASSEMBLED AN OUTSTANDING INSTALLATION OF THIRTY PIECES OF AMERICAN STUDIO ART GLASS, WHICH INCLUDES A LARGE WINDOW INSTALLATION COMMISSIONED FROM SEATTLE ARTIST CAPPY THOMPSON. IN ADDITION TO THE COLLECTION AREAS OUTLINED ABOVE, THE MUSEUM ALSO OWNS STUDY COLLECTIONS OF FIRST PERIOD WORCESTER PORCELAIN AND CHINESE EXPORT PORCELAIN, AS WELL AS AMERICAN HISTORICAL ART GLASS. THE MUSEUM'S COLLECTIONS AND THEIR IMPACT ON THE COMMUNITY ARE OF PRIMARY CONCERN TO MMFA. THE MUSEUM'S MISSION IS TO "COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART OF THE HIGHEST QUALITY FOR THE ENRICHMENT, ENLIGHTENMENT AND ENJOYMENT OF ITS PUBLIC." THE PERMANENT COLLECTION HAS BEEN BUILT WITH THIS MISSION STATEMENT IN MIND. | |
| PART V, LINE 4: | EVERY ENDOWMENT IS RESTRICTED TO THE PURCHASE OF ART OR THE FUNDING OF EDUCATIONAL PROGRAMS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| ADJUSTMENT TO BEG. RETAINED EARNINGS -236,520. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD -46,164. LOSS ON INVESTMENT -366,912. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 46,164. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| INCREASE OF ALLOWANCE FOR DOUBTFUL ACCOUNTS 4,085. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART AUCTION EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 104585 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 104585 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 2175 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 104585 | GrossReceiptsTotal |
| Gross Revenue Total Events | 104585 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 2175 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2175 | DirectExpenseSummaryEvents |
| Net Income Summary | 102410 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 18 | NumberOfContributions |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 1 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ARRANGEMENT: | PART I, LINE 30B: | THE MUSEUM DOES NOT ACCEPT ANY WORKS OF ART EXCEPT FOR ACQUISITION INTO THE PERMANENT COLLECTION. THE MUSEUM WOULD ALWAYS HOLD A WORK OF ART FOR AT LEAST A THREE YEAR PERIOD, BUT ITS INTENTION IS TO HOLD IT INTO PERPETUITY. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE MUSEUM REPORTS ONLY THE APPRAISED VALUE OF THESE WORK OF ART CONTRIBUTIONS, WHICH THE DONOR REPORTS ON THEIR TAX RETURN. THE TOTAL APPRAISED VALUE OF THE VARIOUS WORKS OF ART RECEIVED DURING 10/1/09 - 9/30/10 WAS $177,727. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MONTGOMERY MUSEUM OF FINE ARTS IS A NONPROFIT ORGANIZATION WITH BOARD MEMBERS WHO HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE, ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. MEMBERS DO NOT RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION NOR MAY THEY RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS, EXCESS DUES OR A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. THE MUSEUM IS A DEPARTMENT OF THE CITY OF MONTGOMERY, GOVERNED BY THE CITY'S RULES AND REGULATIONS, OVERSEEN BY THE CITY'S MAYOR AND CITY COUNCIL. THE CITY OF MONTGOMERY SETS GENERAL POLICY AND PROCEDURES FOR ALL ITS DEPARTMENTS INCLUDING THE MUSEUM. THE MUSEUM IS ADDITIONALLY GOVERNED BY THE THE MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION A 501(C)(3), OF WHICH THE BOARD IS THE GOVERNING BODY. THE MONTGOMERY MUSEUM OF FINE ARTS ASSOCIATION BOARD IS SELF-PERPETUATING, COMPRISED OF 28 BOARD APPOINTED MEMBERS PLUS 9 CITY APPOINTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MONTGOMERY MUSEUM OF FINE ARTS HAS MEMBERS OF THE BOARD WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | BOARD MEMBERS OF THE MONTGOMERY MUSEUM OF FINE ARTS HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE MUSEUM'S BOARD OF TRUSTEES. IN ITS ROLE AS THE PRIVATE GOVERNING BODY OF THE MONTGOMERY MUSEUM OF FINE ARTS, THE BOARD IS RESPONSIBLE FOR ESTABLISHING THE ETHICAL STANDARDS FOR ALL ASPECTS OF THE MUSEUM'S OPERATION, INCLUDING AREAS OF POLICY, OPERATIONS, FINANCE AND PROFESSIONALISM. IN RATIFYING THE APPOINTMENT OF THE MUSEUM'S DIRECTOR AS DEPARTMENT HEAD BY THE CITY OF MONTGOMERY'S MAYOR, THE BOARD DEFINES THE RIGHTS, POWERS AND DUTIES OF THAT POSITION, AND WORKS TO INSPIRE THE DIRECTOR TO ACHIEVE SUCCESS FOR THE INSTITUTION. THE BOARD HOLDS THE ULTIMATE FIDUCIARY RESPONSIBILITY FOR THE MUSEUM AND ASSURES THE MUSEUM HAS SUFFICIENT FUNDING FOR PROGRAMS AND SERVICES. ITS DUTY IS TO OVERSEE AND FOSTER THE FINANCIAL STABILITY OF THE MUSEUM SO THAT IT CONTINUES TO GROW AS A VITAL INSTITUTION. THE BOARD IS ADVISED BY ITS AUDIT, FINANCE AND INVESTMENT COMMITTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS E-MAILED TO KEY BOARD MEMBERS BEFORE IT WAS FILED. IT WAS ALSO REVIEWED BY THE MUSEUM'S DIRECTOR, TREASURER AND ACCOUNTANT BEFORE THE TAX RETURN WAS FILED. | |
| A COPY OF THE MONTGOMERY MUSEUM OF FINE ARTS' CODE OF ETHICS WILL BE PROVIDED TO EACH MEMBER OF THE MUSEUM'S BOARD AND STAFF AT THE BEGINNING OF THEIR RELATIONSHIP WITH THE MUSEUM AND WILL BE SIGNED BY EACH MEMBER. BOARD AND STAFF SHOULD DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE MUSEUM AT THAT TIME. THE MUSEUM'S CODE OF ETHICS IS IMPLEMENTED BY AND WILL BE UPDATED OR REVISED BY A VOTE OF THE FULL BOARD. THE MUSEUM'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES SERVES AS THE ETHICS COMMITTEE OF THE BOARD OF TRUSTEES. THE ETHICS COMMITTEE WILL BE RESPONSIBLE FOR EXAMINING REPORTS OR REQUESTS CONCERNING PERSONAL COLLECTING, GIFTS, ACQUISITIONS, SALES, TRADES OR OTHER MATTERS AS THEY RELATE TO BOARD MEMBERS OR MUSEUM STAFF WHEN SUCH MATTERS MAY PRESENT THE POTENTIAL FOR A CONFLICT OF INTEREST. THE COMMITTEE WILL CONVENE UPON ITS OWN MOTION, IN RESPONSE TO A WRITTEN REQUEST BY THE BOARD OR UPON WRITTEN REQUEST BY ANY PERSON BOUND BY THE CODE OF ETHICS IN ORDER TO EXAMINE ANY MATTER SUBMITTED TO IT. AFTER MAKING THE APPROPRIATE RECOMMENDATIONS, THE COMMITTEE'S DECISIONS WILL BE REVIEWED BY THE BOARD BEFORE FINAL ACTION IS TAKEN. ANY MATERIALS FILED OR SUBMITTED TO THE COMMITTEE WILL BECOME A PART OF THE MUSEUM'S FILES. CONFIDENTIAL TREATMENT OF THE MATERIAL MAY BE GRANTED BY THE COMMITTEE TO COMPLY WITH THE LAW. A REPORT OF THE COMMITTEE'S ACTIVITIES WILL BE GIVEN TO THE BOARD. OCCASIONALLY THE MUSEUM MAY WISH TO PURCHASE GOODS OR PROFESSIONAL SERVICES (SUCH AS LEGAL, ARCHITECTURAL, BANKING, INVESTMENT OR MANUFACTURED GOODS AND INSURANCE SERVICES) FROM MEMBERS OF THE BOARD. THE TRUSTEES OFFERING THE SERVICES SHALL, FOR HIS OWN GOOD, NOT PARTICIPATE IN THE FINAL VOTE TO USE THE GOODS OR SERVICE. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WILL REVIEW IN ADVANCE ANY SUCH ARRANGEMENT AND WILL PROVIDE A DECISION ON THE MATTER. IF THE ARRANGEMENT IN QUESTION INVOLVES A SUBSTANTIAL MONETARY VALUE, PRIOR APPROVAL FROM THE BOARD WILL ALSO BE REQUIRED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 15A: THE PERSONNEL COMMITTEE REVIEWED DATA OF COMPENSATION OF OTHER ART MUSEUM DIRECTORS: IN THE GEOGRAPHIC REGION, BY METROPOLITAN AREA POPULATION, AND BY OPERATING BUDGET SIZE. COMPENSATION DOCUMENTATION AND MINUTES OF MEETINGS ARE KEPT ON RECORD IN THE MUSEUM'S BOARD FILES AND PERSONNEL FILES. 15B: ALL MUSEUM EMPLOYEES ARE REVIEWED BY THEIR SUPERVISORS ON AN ANNUAL BASIS. ALL SALARY INCREASES ARE RECOMMENDED TO THE DIRECTOR WHO PRESENTS THE RECOMMENDED COMPENSATION TO THE PERSONNEL COMMITTEE WHICH THEN PASSES ITS RECOMMENDATION ON TO THE FINANCE COMMITTEE WHOSE RECOMMENDATION IS SENT TO THE FULL BOARD. SALARY ADJUSTMENTS ARE BASED ON DATA OF SIMILAR POSITIONS AT SIMILAR SIZED MUSEUMS AND BUDGETS PRIMARILY IN THE SOUTHEAST. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE MONTGOMERY MUSEUM OF FINE ARTS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDIT, ANNUAL REPORT, AND OTHER POLICIES ARE AVAILABLE UPON REQUEST AND ARE APPENDED TO THE MUSEUM'S WEBSITE, WWW.MMFA.ORG. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | ADJUSTMENT TO BEG. RETAINED EARNINGS -236,520. TOTAL TO FORM 990, PART XI, LINE 5: -236,520. | FORM 990, PART XI, LINE 5: |
| NO CHANGES WERE MADE TO THE AUDIT COMMITTEE PROCESS FROM THE PRIOR YEAR. |
Comments