2012-11-14T21:58:52-06:00 2011-12-31 911194016 CLARK NUBER PS 10900 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-01-01 910785826 MUSEUM OF FLIGHT FOUNDATION MUSE 2067655700 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 MATTHEW HAYES 2067655700 2012-11-14 1 JANE M SEARING P00000565 4254544919 2012-11-14 2011 2016-02-24 21:20:13Z MUSEUM OF FLIGHT DOUGLAS KING 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 15580214 0 X WWW.MUSEUMOFFLIGHT.ORG X 1965 WA THE MUSEUM OF FLIGHT EXISTS TO ACQUIRE, PRESERVE AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS, WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH, AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY AND THE HUMANITIES. 57 57 199 643 0 0 17607374 5961746 4990924 5545870 76368 70840 1374725 1864516 24049391 13442972 53945 0 0 0 5827436 6526153 0 0 1214206 7284719 7376891 13166100 13903044 10883291 -460072 132979558 127869405 12896873 8258625 120082685 119610780 X THE PRIMARY EXEMPT PURPOSES OF THE MUSEUM OF FLIGHT ARE TO PRESERVE AVIATION AND SPACE HISTORY, AND TO PROVIDE EDUCATION TO THE PUBLIC ABOUT SUBJECTS RELATED TO FLIGHT. 0 0 11145099 6896773 THE MUSEUM OF FLIGHT IN SEATTLE, WASHINGTON IS ONE OF THE LARGEST PRIVATE NONPROFIT AIR AND SPACE MUSEUMS IN THE UNITED STATES, AND HOSTED MORE THAN 475,000 VISITORS FROM AROUND THE WORLD IN 2011. IN WORKING TOWARD THE VISION OF BEING THE "FOREMOST EDUCATIONAL AIR AND SPACE MUSEUM IN THE WORLD" THE MUSEUM REACHES MORE THAN 140,000 ON-SITE AND OUTREACH STUDENT PARTICIPANTS EACH YEAR, FOCUSING ON SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) DISCIPLINES. THE MUSEUM HAS BEEN NAMED AS A SMITHSONIAN AFFILIATE AND ACCREDITED BY THE AMERICAN ASSOCIATION OF MUSEUMS. WITH A MISSION TO "ACQUIRE, PRESERVE AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS, WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH, AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY AND THE HUMANITIES" THE MUSEUM DISPLAYS NEARLY 150 AIR AND SPACECRAFT, ALONG WITH ARTIFACTS SHOWCASING AEROSPACE HISTORY. IN ADDITION TO THE MANY PERMANENT EXHIBITS COVERING THE BREADTH OF AEROSPACE HISTORY, THE MUSEUM PROVIDES SEVERAL TEMPORARY EXHIBITS EACH YEAR ON A WIDE RANGE OF SUBJECTS. THE MUSEUM ALSO HOSTS MORE THAN 50 PUBLIC PROGRAMS EACH YEAR AND OPENS ITS DOORS ONE EVENING A MONTH, FREE OF CHARGE, TO ANY VISITOR AS PART OF ITS COMMUNITY OUTREACH. IN ADDITION TO THE AIRCRAFT ON VIEW, THE MUSEUM MAINTAINS THE LARGEST AERONAUTICAL LIBRARY AND ARCHIVES ON THE WEST COAST, WHERE MORE THAN 1,700 TEACHERS, SCHOLARS, AUTHORS AND FILMMAKERS CONDUCT RESEARCH EACH YEAR. THE MUSEUM ALSO HAS MANY AIRCRAFT IN VARIOUS STAGES OF RESTORATION, TOWARD WHICH VOLUNTEERS CONTRIBUTED OVER 25,000 HOURS IN 2011. THE MUSEUM'S EDUCATIONAL PROGRAMS ARE ALIGNED WITH BOTH STATE AND NATIONAL STANDARDS, INCLUDING ALIGNMENT TO THE WASHINGTON STATE ACADEMIC LEARNING ASSESSMENT REQUIREMENTS (ELAR) AND GRADE LEVEL EXPECTATIONS (GLE). THE MUSEUM'S EDUCATOR PROGRAMS ARE CERTIFIED TO PROVIDE CLOCK HOUR CREDITS FOR TEACHERS. MORE THAN 22 PROGRAMS ARE OFFERED, AND INCLUDE THE AMERICAN CAMP ASSOCIATION ACCREDITED AEROSPACE CAMP EXPERIENCE (ACE) SUMMER CAMP, THE NATIONALLY ACCLAIMED CHALLENGER LEARNING CENTER (CLC), THE MUSEUM-DESIGNED AVIATION LEARNING CENTER (ALC) AND DISTANCE LEARNING PROGRAMS. THE MUSEUM IS ALSO HOME TO THE WASHINGTON AEROSPACE SCHOLARS (WAS). THIS COMPETITIVE, COLLABORATIVE PROGRAM WITH NASA IS PRIVATELY FUNDED AND INTENDED TO KEEP THE NATION AT THE FOREFRONT OF TECHNICAL COMPETITIVENESS. 11145099 1 1 0 1 0 1 0 1 0 1 1 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 91 0 1 199 1 0 0 0 0 0 1 1 0 0 0 0 X 57 57 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X MATTHEW HAYES 2067645700 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 981084097 X MICHAEL R HALLMAN 10.00 X X 0 0 0 DOUGLAS F DEVRIES 10.00 X X 0 0 0 JAMES T FARMER 10.00 X X 0 0 0 KEVIN J CALLAGHAN 10.00 X X 0 0 0 ROBERT A BLACKSTONE 10.00 X 0 0 0 JOHN W BRANTIGAN MD 10.00 X 0 0 0 HAROLD E CARR 10.00 X 0 0 0 WILLIAM A HELSELL 10.00 X 0 0 0 NANCY M HOGAN 10.00 X 0 0 0 CRAIG HOWARD 10.00 X 0 0 0 MICHAEL C KOSS 10.00 X 0 0 0 NED LAIRD 10.00 X 0 0 0 STEPHEN LEONARD 10.00 X 0 0 0 EUGENE H MCBRAYER 10.00 X 0 0 0 BRUCE R MCCAW 10.00 X 0 0 0 PETER M MORTON 10.00 X 0 0 0 ROBERT S MUCKLESTONE 10.00 X 0 0 0 EDWARD J RENOUARD 10.00 X 0 0 0 ANNE F SIMPSON 10.00 X 0 0 0 RICHARD W TAYLOR 10.00 X 0 0 0 BRIEN S WYGLE 10.00 X 0 0 0 GEORGE W S ABBEY 10.00 X 0 0 0 ROBERT M ANDREWS 10.00 X 0 0 0 NANCY L AUTH 10.00 X 0 0 0 WILLIAM S AYER 10.00 X 0 0 0 BERNT O BODAL 10.00 X 0 0 0 JON G BOWMAN 10.00 X 0 0 0 SCOTT E CARSON 10.00 X 0 0 0 DOUGLAS L CHAMPLIN 10.00 X 0 0 0 JOE CLARK 10.00 X 0 0 0 ROBERT E DANNENHOLD 10.00 X 0 0 0 JOHN C DIMMER SR 10.00 X 0 0 0 JOHN M FLUKE JR 10.00 X 0 0 0 ROBERT J GENISE 10.00 X 0 0 0 FRANK HANSEN 10.00 X 0 0 0 WARREN JEWELL 10.00 X 0 0 0 PHILIP G JOHNSON 10.00 X 0 0 0 CRYSTAL KNOTEK 10.00 X 0 0 0 CLAY LACY 10.00 X 0 0 0 MICHAEL LESTER 10.00 X 0 0 0 CHARLES A LYFORD IV 10.00 X 0 0 0 LOUIS J MANCINI 10.00 X 0 0 0 DANIEL YC NG 10.00 X 0 0 0 JOHN N NORDSTROM 10.00 X 0 0 0 JOHN P ODOM 10.00 X 0 0 0 TOM T O'KEEFE 10.00 X 0 0 0 STEVE POOL 10.00 X 0 0 0 WILLIAM W POTTS 10.00 X 0 0 0 JOHN W PURVIS 10.00 X 0 0 0 JAMES D RAISBECK 10.00 X 0 0 0 JACK SHANNON 10.00 X 0 0 0 GRANT JOE SILVERNALE III 10.00 X 0 0 0 GORDON SMITH 10.00 X 0 0 0 GRAHAM SMITH 10.00 X 0 0 0 STEPHEN R TAYLOR 10.00 X 0 0 0 KATE B WEBSTER 10.00 X 0 0 0 DAVID C WYMAN 10.00 X 0 0 0 KENNETH H DAHLBERG 10.00 X 0 0 0 DOUGLAS KING 40.00 X 315240 0 12606 MATTHEW HAYES 40.00 X 105990 0 6326 LAURIE HAAG 40.00 X 125772 0 6326 547002 0 25258 3 0 1 0 JOHN F THRONE AND CO TWO UNION SQUARE 601 UNION STREET SEATTLE WA 98101 INSURANCE 217305 THE KELLER GROUP 8250 165TH AVE NE SUITE 208 REDMOND WA 98052 PUBLIC RELATIONS 160890 PERKINS COIE LLP 40TH FLOOR 1201 3RD AVE SEATTLE WA 98101 ATTORNEYS 136966 DENNY MILLER ASSOCIATES INC 400 N CAPITOL ST NW SUITE 363 WASHINGTON DC 20001 LOBBYIST 135000 BONNIE DUNBAR 16720 SE 43RD ST ISSAQUAH WA 98027 CONSULTING-PROFESSIONAL FEES 119939 7 375175 1212149 4374422 943844 5961746 ADMISSIONS 900099 3946034 3946034 MEMBERSHIPS 900099 1049367 1049367 EDUCATIONAL PROGRAMS 611710 550469 550469 5545870 79527 79527 621612 0 621612 621612 621612 1001006 5762 1010305 5150 -9299 612 -8687 -8687 49650 375175 207532 -157882 -157882 1826802 914255 912547 912547 FLIGHT SIMULATOR 900099 417425 417425 L&I RETROSPECT PROGRAM 900099 27828 27828 RELATED ITEMS SOLD 900099 20931 20931 22055 22055 488239 13442972 6896773 0 606608 440162 128153 203172 108837 4802476 3839350 553280 409846 801009 637552 96241 67216 482506 352077 89544 40885 72206 62050 10156 79267 79267 215895 395 215500 434816 112919 268641 53256 334774 236420 51526 46828 445071 430913 8389 5769 139992 117621 16046 6325 859011 839517 12819 6675 75950 35684 20567 19699 16869 14060 768 2041 314761 314761 2712995 2712995 209371 209371 REPAIR & MAINTENANCE 294476 240694 40170 13612 1171437 860962 92758 217717 13903044 11145099 1543739 1214206 1827207 2221422 1695901 1416580 5676748 2504241 313218 374445 8919274 8919274 255554 345220 232251 236430 100549787 36892082 65917021 63657705 2280012 2367844 108532 80602 45119099 45441759 634741 303883 132979558 127869405 1489447 1562876 628796 722799 94612 0 10684018 5925000 0 47950 12896873 8258625 X 99344967 101714974 18466865 15620733 2270853 2275073 120082685 119610780 132979558 127869405 X -460072 -11833 X 0 1 1 X 0 X 13571012 13786899 6859710 17607374 5961746 57786741 13571012 13786899 6859710 17607374 5961746 57786741 20804375 36982366 1117013 952567 579288 530792 797676 3977336 212848 212848 77292 38068 41420 100569 22055 279404 62256329 35621666 0.59400 0.50770 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: 2011: EXHIBIT FEES, SCRAP METAL REVENUE, DAMAGE DEPOSIT AND COBRA ADMINISTATION REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 215895 215895 14808936 15024831 901242 225311 0 0 916531 849261 875365 901242 3542399 5313599 227000 227000 226000 215895 895895 229133 212315 218841 225311 885600 1328400 1 63841 1246906 1 1 155563 31678067 X X X X 0 3321989 4220 87832 18421 3395620 3065917 25742 230330 3321989 2587369 107091 371457 3065917 2597203 102835 -112313 356 2587369 0.01940 0.31060 0.67000 0 0 7046308 7046308 70486166 36892082 33594084 16775369 16775369 6241944 6241944 63657705 INVESTMENT IN WINDWARD AVIATION 13763692 C AIRCRAFT COLLECTION 31678067 C 45441759 CHARITABLE GIFT ANNUITY 4547 FUNDS HELD FOR OTHERS 43403 47950 13442972 13903044 -460072 17010 -852 -111803 -95645 -555717 14547042 17010 167940 4865 189815 14357227 -914255 -914255 13442972 15102759 168792 1094604 1263396 13839363 63681 63681 13903044 PART III, LINE 4: THE MUSEUM'S COLLECTIONS INCLUDE HISTORICALLY SIGNIFICANT AIRCRAFT AND SPACE ARTIFACTS, PHOTOGRAPHIC AND LITERARY COLLECTIONS RELATING TO THE EVOLUTION OF AIR AND SPACE TECHNOLOGIES, AND THEIR IMPACT ON THE WORLD'S CULTURES. THE MISSION OF THE MUSEUM IS "TO ACQUIRE, PRESERVE, AND EXHIBIT HISTORICALLY SIGNIFICANT AIR AND SPACE ARTIFACTS WHICH PROVIDE A FOUNDATION FOR SCHOLARLY RESEARCH AND LIFELONG LEARNING PROGRAMS THAT INSPIRE AN INTEREST IN AND UNDERSTANDING OF SCIENCE, TECHNOLOGY, AND THE HUMANITIES." DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE MUSEUM'S ENDOWMENT IS TO PRODUCE INVESTMENT EARNINGS WHICH WILL SUPPORT EXPENDITURES FOR FACILITIES AND PROGRAMS. THE BOARD OF TRUSTEES INTENDS TO GROW THE BALANCE OF THE ENDOWMENT TO TEN MILLION DOLLARS BEFORE ANY REGULAR, PREDICATABLE WITHDRAWALS WILL BE MADE FOR SUPPORTING THE ORGANIZATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES 96,537. EXPENSES FROM AFFILIATES -180,349. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -27,991. TOTAL TO SCHEDULE D, PART XI, LINE 8: -111,803. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -27,991. REVENUE FROM AFFILIATES 96,537. INDIRECT SPECIAL EVENT EXPENSES -63,681. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALE OF INVENTORY -914,255. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALE OF INVENTORY 914,255. EXPENSES FROM AFFILIATES 180,349. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENTS 63,681. GALA 424825 375175 49650 96272 36324 74936 424825 375175 49650 96272 36324 74936 207532 -157882 X 1 1 X X 0 0 0 0 0 0 0 1 1 1 DOUGLAS KING 308035 0 7205 0 0 0 0 0 12606 0 327846 0 0 0 PART I, LINE 1A HEALTH CLUB MEMBERSHIP FOR PRESIDENT WHICH WAS REPORTED AS TAXABLE FRINGE. PART I, LINE 7 THE PRESIDENT AND CEO WAS PAID AN AGREED UPON AMOUNT FOR THE BALANCE OF HIS ST. LOUIS SCIENCE CENTER ANNUAL BONUS UPON COMMENCING HIS POSITION AT MUSEUM OF FLIGHT. PART I, LINE 8 THE PRESIDENT AND CEO OF THE MUSEUM OF FLIGHT WAS NOT A DISQUALIFIED PERSON BEFORE HE ENTERED INTO AN INITIAL CONTRACT WITH THE ORGANIZATION. HE PERFORMED SUBSTANTIALLY ALL OF HIS DUTIES UNDER THE CONTRACT FOR THE TAX YEAR AND THEREFORE, THE AMOUNTS PAID TO HIM ARE SUBJECT TO THE INITIAL CONTRACT EXCEPTION UNDER REG. 53.4958-4(A)(3). X 8 729805 FAIR MARKET VALUE X 489 155563 OPINIONS OF EXPERTS X MISCELLAENOUS 1 58476 COST/SELLING PRICE 2 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE MUSEUM RECEIVED MULTIPLE DONATIONS FROM DONORS DURING THE YEAR. THE NUMBER REPORTED IN COLUMN (B) IS THE NUMBER OF DONATIONS RECEIVED. FORM 990, PART I, LINE 6: THE MUSEUM UTILIZES A DATABASE THAT MONITORS ALL VOLUNTEERS THAT KEEPS A RECORD OF ALL PERSONAL INFORMATION, HOURS, AWARDS AND TRAINING. BENEFITS AS A VOLUNTEER OF THE MUSEUM ARE: COMPLIMENTARY ADMISSION TO THE MUSEUM FOR FAMILY AND FRIENDS, DISCOUNT ON STORE MERCHANDISE AND AN INVITATION TO THE ANNUAL VOLUNTEER RECOGNITION DINNER WHERE VOLUNTEERS ARE RECOGNIZED FOR THEIR HOURS OF SERVICE. VOLUNTEERS ALSO HAVE THE OPPORTUNITY TO LEARN A NEW SKILL AND MAKE NEW FRIENDS. VOLUNTEERS WORK YEAR ROUND IN ALMOST EVERY MUSEUM DEPARTMENT WHICH INCLUDES EDUCATION, RESTORATION, LIBRARY, ARCHIVES, COLLECTIONS, MEMBERSHIP, MUSEUM STORE, MAINTENANCE OF EXHIBITS AND SUPPORT FOR VARIOUS EVENTS. VOLUNTEERS ALSO SERVE ON THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 RICHARD W TAYLOR AND STEPHEN R TAYLOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT REVIEWS THE 990 AND THEN PROVIDES A DRAFT OF THE FORM 990 TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE ANNUALLY SUBMITTED TO ALL TRUSTEES, EMPLOYEES AND VOLUNTEERS. HUMAN RESOURCES IS RESPONSIBLE FOR COLLECTING AND MONITORING RESPONSES AND REPORTING OF EXCEPTIONS, IF ANY, TO THE PRESIDENT AND CEO. IF A CONFLICT OF INTEREST EXISTS, THE LEGAL COMMITTEE WILL REVIEW AND RECOMMEND ACTIONS WHICH ARE SENT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD CONSISTS OF THREE TRUSTEES, INCLUDING THE CHAIRMAN, AND IS RESPONSIBLE FOR ESTABLISHING THE SALARY OF THE PRESIDENT AND CEO BASED ON INDUSTRY AND CURRENT LOCAL STANDARDS. THE CFO'S COMPENSATION IS REVIEWED ANNUALLY BY THE CEO AND HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 MUSEUM OF FLIGHT DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: FORM 990, PART VII, SECTION A, COLUMN (B): DOUGLAS KING - 5 MATTHEW HAYES - 2 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 17,010. DONATED SERVICES AND USE OF FACILITIES: -852. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -27,991. TOTAL TO FORM 990, PART XI, LINE 5: -11,833. KING COUNTY MUSEUM OF FLIGHT AUTHORITY 9404 E MARGINAL WAY S SEATTLE WA 98108 AEROSPACE WA GOVERNMENT GOVERNMENT N/A 0 WINGS OVER WASHINGTON 9404 E MARGINAL WAY S SEATTLE WA 98108 911382181 SUPPORT, PROMOTE, & COORDINATE AVIATION ACTIVITIES IN WASHINGTON STATE WA 501(C)(3) LINE 7 MUSEUM OF FLIGHT FOUNDATION 1 SPACE SHUTTLE EXHIBITION GALLERY 9404 E MARGINAL WAY S SEATTLE WA 98108 273465737 PROVIDE MUSEUM EXHIBITIONS & EDUCATION WA 501(C)(3) LINE 11A, I MUSEUM OF FLIGHT FOUNDATION 1 WINDWARD AVIATION INC 9404 E MARGINAL WAY S SEATTLE WA 98108 730789328 MUSEUM OK MUSEUM OF FLIGHT FOUNDATION S 3361685 1.00000 0 0 0 1 0 0 0 0 1 1 1 0 1 1 0 1 1 0 WINDWARD AVIATION INC Q 2532 FAIR MARKET VALUE