2012-11-13T16:54:48-06:00 2011-12-31 990 2011-01-01 953947744 Autry National Center of the American West AUTR 3236672000 4700 Western Heritage Way Los Angeles CA 90027 Jerry Zuk 3236672000 2012-11-13 2011 2016-02-24 21:20:13Z Luke Swetland 4700 Western Heritage Way Los Angeles CA 90027 17314273 0 X www.theautry.org X 1988 CA The Autry brings together the stories of all peoples of the American West, connecting the past with the present to inspire our shared future. 84 82 222 283 6237 0 17174085 11715829 962390 803548 224876 159879 695806 1393790 19057157 14073046 0 0 0 0 7921065 8197032 0 0 1494127 9137212 7435453 17058277 15632485 1998880 -1559439 167271261 163809391 2882220 1566279 164389041 162243112 X The Autry's desired impact is to create relevancy between history and the present day and to engage the public in exploration of critical contemporary concerns in order to shape the future. The Autry continues to aim for this outcome through the creation of provocative, engaging, and compelling museum experiences that increase people's understanding of each other and America, help the community ask and answer important questions about the most pressing issues of society, and promote solutions beneficial to the greater good. 0 0 7490799 668065 Exhibitions: From extensive collection of Western art and artifacts to the Southwest Museum of the American Indian Collection, the Autry galleries tell the amazing stories of the American West. The Opportunity Gallery explores the turbulent period between 1820 and 1860 when thousands of migrants moved to the West in search of a better life. The Community Gallery interprets the West through the lens of the racial ethnic and religious communities important to Western development between 1885 and 1895. The Cowboy Gallery details the evolution of the cowboy from the open-range era on the Texas grassland through the modern ranching period of the late twentieth century. The history of the Western genre is explored in the Imagination Gallery. The Romance Gallery prominently features Western art from the early twentieth century. The Colt Revolver in the American West, an exhibion in the Greg Martin Colt gallery, explores the history of Samuel Colt's revolutionary revolver in the American West. Other temporary exhibitions in 2011 included Art Along the Hyphin: The Mexican-American Generation, Skydreamers, Masters of the American West Fine Art Exhibition and Sale, Siqueiros in Los Angeles and The Art of Native American Basketry. 1061946 The Autry Institute promotes research and educational activities, encourages the development of pathbreaking scholarship, and reaches a broad audience through programs and publications. 1293705 56706 In 2011, museum teachers and docents toured over 40,000 students through the museum - approximately one-third of students came through the All Aboard Bus Program. This program provides free bus transportation and family memberships to underserved students in the Los Angeles area. The education department offers 20 different museum teacher programs exploring different aspects of life in the west through the Autry's art and artifacts, and meeting California state content standards in history/social science for kindergarten through 12th grade. Six new teacher programs were developed for the 2010-11 school year on subjects as diverse as animals of the west (for kindergarten through 2nd grade), California's first peoples (for 2nd through 6th grades) and even the poetic west (for 7th through 12th grades), offering our older students a deeper understanding of the story of the west by exploring The Autry's objects and artifacts through native American poetry, novel excerpts and cowboy songs. We continue our partnership with the Arroyo Seco Museum science magnet school to offer living history: La Casa de Adobe program, the only program of its kind in the country, where middle school students take charge of and teach a living history presentation to visiting school groups. 1115698 459826 Conservation of southwest museum's collection of archaeology, ceramic and ethnographic items moved as a result of the Northridge earthquakeExpenses $796,332 Including Grants of $0 Revenue $0Native Voices - Stage Works By Native American ArtistsExpenses $258,106 Including Grants Of $0 Revenue $14,091Board of Directors RetreatExpenses $32,410 Including Grants Of $0 Revenue $27,530Sizzling Summer Nights-Dance EventExpenses $28,850 Including Grants Of $0 Revenue $26,605Rantal Facilities-Various ProgramsExpenses $0 Including Grants Of $0 Revenue $108,648RentsExpenses $0 Including Grants Of $0 Revenue $44,822Sales Of Inventory (Net Of COGS) Revenue $238,130 1115698 459826 10962148 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 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 0 0 0 0 1 169 0 1 222 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 84 82 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Angelica Castro 3236672000 4700 Western Heritage Way Los Angeles CA 90027 Marshall McKay 1.00 X X 0 0 0 David W Cartwright 1.00 X X 0 0 0 Stanley B Schneider 1.00 X X 0 0 0 Richard Allen 1.00 X 0 0 0 Sharon L Allen 1.00 X X 0 0 0 Stephanie Anaya-Sernett 1.00 X 0 0 0 Sandra J Ausman 1.00 X 0 0 0 Sheldon I Ausman 1.00 X 0 0 0 Jacqueline Autry 1.00 X 0 0 0 Mary D Allison 1.00 X 0 0 0 William J Allison 1.00 X 0 0 0 Colleen A Caballro 1.00 X 0 0 0 Vince Caballero 1.00 X 0 0 0 Raymond P Caldiero 1.00 X 0 0 0 Barbara H Carlsberg 1.00 X 0 0 0 Frank H Countner 1.00 X 0 0 0 Susan Countner 1.00 X 0 0 0 Marian Craver 1.00 X 0 0 0 Theodore F Craver Jr 1.00 X X 0 0 0 JoAnn Anderson 1.00 X 0 0 0 Marvin Elkin 1.00 X 0 0 0 Simona B Elkin 1.00 X 0 0 0 Sandra Gordon 1.00 X 0 0 0 Gary Gordon 1.00 X 0 0 0 John J Geraghty 1.00 X 0 0 0 Jay H Grodin 1.00 X 0 0 0 Calvin B Gross 1.00 X 0 0 0 Joanne D Hale 1.00 X 0 0 0 Michael Heumann 1.00 X 0 0 0 Boyd Hight 1.00 X 0 0 0 Mary Kay Hight 1.00 X 0 0 0 Alan F Horn 1.00 X 0 0 0 Jack Hunt 1.00 X 0 0 0 Ellen Jimenez 1.00 X 0 0 0 Federico Jimenez 1.00 X 0 0 0 Robert S Kaufman 1.00 X 0 0 0 Don B Huntley 1.00 X 0 0 0 Robert W Kelly 1.00 X 0 0 0 Thomas L Lee 1.00 X 0 0 0 Colleen Lee 1.00 X 0 0 0 Constance K Level 1.00 X 0 0 0 Leon J Level 1.00 X 0 0 0 John M Krambeer 1.00 X 0 0 0 Greg Martin 1.00 X 0 0 0 Petra Martin 1.00 X 0 0 0 Jane Nakagawa 1.00 X 0 0 0 Caryll S Mingst 1.00 X 0 0 0 Peter W Mullin 1.00 X 0 0 0 Sherry A Nicholas 1.00 X 0 0 0 Leslie A Pam 1.00 X 0 0 0 James R Parks 1.00 X 0 0 0 Timothy S Peterson 1.00 X 0 0 0 Susan W Robertson 1.00 X 0 0 0 Robert M Raney 1.00 X 0 0 0 Charles C Reed 1.00 X 0 0 0 Lorna Y Reed 1.00 X 0 0 0 Keith W Renken 1.00 X 0 0 0 Carl W Robertson 1.00 X 0 0 0 Lois R Rice 1.00 X 0 0 0 Sharon Rogers-McKay 1.00 X 0 0 0 Kimberly Rose 1.00 X 0 0 0 Lora Sandroni 1.00 X 0 0 0 Robert U Sandroni 1.00 X 0 0 0 Dan Sernett 1.00 X 0 0 0 Michael L Shannon 1.00 X 0 0 0 Ruth B Shannon 1.00 X 0 0 0 Delaina Sotoodeh 1.00 X 0 0 0 John Sotoodeh 1.00 X 0 0 0 Thomas A Techentin 1.00 X 0 0 0 Joyce Peterson Thurmer 1.00 X 0 0 0 Roberta L Turner 1.00 X 0 0 0 Betsy Ulf 1.00 X 0 0 0 Franklin E Ulf 1.00 X 0 0 0 Lynn Valbuena 1.00 X 0 0 0 Robert L Weir 1.00 X 0 0 0 Fausto Yturria JR 1.00 X 0 0 0 Sandra Yturria 1.00 X 0 0 0 Johnny Zamrzia 1.00 X 0 0 0 John Carter 1.00 X 0 0 0 Lynn Carter 1.00 X 0 0 0 Karon Loter McCarthy 1.00 X 0 0 0 James Rea 1.00 X 0 0 0 Jodie Rea 1.00 X 0 0 0 Timothy McCarthy 1.00 X 0 0 0 Daniel M Finley 40.00 X 265444 0 16500 Elizabeth Kennedy 40.00 X 214000 0 16500 Luke Swetland 40.00 X 145251 0 7263 Jerry Zuk 40.00 X 110769 0 0 Valerie L Nelson 40.00 X 119109 0 5955 Joan Cumming 40.00 X 116437 0 9300 Joe Bollert 40.00 X 110769 0 0 1081779 0 55518 7 0 1 0 ChuGooding Architects Inc 2020 N Main Street Suite Los Angeles CA 90031 Architecture 486454 Beezley Managment LLC 23632 Calabasas Road Suite 105 Calabasas CA 91302 Project Advisory Services 157881 Air Conditioning Depot PO Box 251087 Glendale CA 91225 Air Conditioning Service 155860 Alston & Bird LLP PO Box 933124 Atlanta GA 91193 Legal 136880 4 628153 745948 6620904 1064351 2656473 153145 11715829 Museum Admission 900099 498170 498170 Outreach Programs 900099 169200 169200 Rental Facilities 900099 108648 108648 Trustee Retreat 900099 27530 27530 803548 80362 80362 17808 17808 44822 44822 44822 44822 1976521 1897004 79517 79517 79517 1797645 745948 808949 988696 988696 779641 535274 244367 238130 6237 Miscellaneous 900099 98097 98097 98097 14073046 1184597 6237 1166383 1081779 372457 495322 214000 5884549 4425910 689450 769189 90608 59820 15628 15160 498317 350566 91362 56389 641779 472637 90785 78357 116085 116085 96583 96583 452119 262593 67619 121907 563483 385667 58878 118938 33801 2255 31546 1290683 1223206 45453 22024 126361 92539 29606 4216 21068 2665 18242 161 3576 3576 1126750 1082285 36252 8213 352937 162479 187958 2500 Consulting 1308001 1068596 170292 69113 Repairs & Maintenance 808308 682628 111720 13960 Allowance For Bad Debts 688062 688062 Exhibits 296215 296215 151421 19630 131791 15632485 10962148 3176210 1494127 1174395 1180281 4590549 4842715 115531192 114689421 558676 616515 509329 389214 351384 256634 50863043 25977298 24952255 24885745 7185072 7088236 12418409 9860630 167271261 163809391 1302220 1066279 1580000 500000 2882220 1566279 X 24421835 26616180 83214153 81020478 56753053 54606454 164389041 162243112 167271261 163809391 X -1559439 -586490 X 0 1 1 X 1 1 X 40499729 15381347 12664044 17174085 11715829 97435034 340428 340428 340426 340426 340426 1702134 40840157 15721775 13004470 17514511 12056255 99137168 42490103 56647065 445213 583886 184210 123997 142992 1480298 2881 1065 2388 2066 8400 58100 174293 169839 98097 500329 101126195 0.56020 0.57880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X Education 0 7185072 -85462 -11374 7088236 6212874 95000 906170 -28972 7185072 4390014 572721 1250139 6212874 6958658 25000 -2593644 4390014 0.23000 0.77000 1 0 5568737 5568737 2814399 2807454 6945 34508636 19969405 14539231 4490405 3200439 1289966 3480866 3480866 24885745 Land Lease Contribution Receivable 8510628 CA Historical Society Art Lease - Long Term 1350002 9860630 14073046 15632485 -1559439 -246064 -340426 -586490 -2145929 14114675 -246064 287693 41629 14073046 0 14073046 16260604 628119 628119 15632485 0 15632485 Part III, Line 1a: The Autry collection is comprised of works of art (paintings, sculptures, works on paper, and photographs), historic artifacts, archaeological and ethnographic materials, sound recording, films, and library and research material related to the history of the West and indigenous cultures of the United States. The collection items, which are acquired through purchases and contributions, are not recognized as assets on the statement of financial position. All are held for educational, research, and display purposes. The Autry's policy is that all items are cataloged, preserved, and cared for according to the American Association of museum's standards. Activities verifying their existence and assessing their condition are performed continuously. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. The collections are subject to a policy that requires proceeds from their sales to be used to acquire or conserve other items for collections, not for operations. Description of Intended Use of Endowment Funds: Part V, Line 4: The Autry's endowment fund comprises of board-designated endowments, or quasi-endowments and permanent (true) endowments. The board designated endowments were established by the Organization itself from unrestricted donor funds. The Organization's management imposed temporary restrictions on the use of these funds. Permanent endowments were established by donor-restricted gifts and are maintained to provide a permanent source of income, with the stipulation that principal must be invested and kept intact in perpetuity, while only the income generated can be used by the organization. Total return of the fund is targeted to meet or exceed the expected long-term needs of the Autry in order to provide a reliable stream of income for operations and avoid adverse economic impact to the organization. Description of Uncertain Tax Positions Under FIN 48: Part X: In accordance with FASB ASC No. 740, Uncertainty in Income Taxes, the Autry recognized the impact of tax positions in the financial statements if the position is more likely than not to be sustained on audit, based on the technical merits of the position. As of December 31, 2011 and 2010, the Autry has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements or which may have an effect on its tax exempt status. Art Auction 1261626 563008 698618 225615 Annual Gala 1281967 182940 1099027 583334 2543593 745948 1797645 808949 808949 988696 X X X X X 0 0 0 0 0 0 0 0 0 Daniel M Finley 265444 0 0 0 0 0 16500 0 0 0 281944 0 0 0 Elizabeth Kennedy 214000 0 0 0 0 0 16500 0 0 0 230500 0 0 0 Luke Swetland 145251 0 0 0 0 0 7263 0 0 0 152514 0 0 0 Part I, Line 3 The process for determining compensation of the organization's officers or key employees inludes a review and approval by the board of directors committee. When searching for executives, the Autry contracts an outside executive search firm to assist with the process of finding the right candidate. Prior to selecting the candidate, the committee review salary data provided by both the HR department and the outside executive search firm. The selection, salary determination and review is led by the board's president. X 219 153145 Fair Market Value 219 0 0 1 Third Party Use: Part I, Line 32b: The Autry uses Charitable Auto Resource, Inc that manages the organization's vehicle donation program. In 2011, the Autry received a total of $1,333.50 in proceeds from the sale of donated vehicles. Form 990, Part VI, Section A, line 2 Thomas L. Lee - Family Relationship Richard Allen - Family Relationship Sharon Allen - Family Relationship Mary D. Allison - Family Relationship William J. Allison - Family Relationship Sandra J. Ausman - Family Relationship Sheldon I. Ausman - Family Relationship Colleen Caballero-Family Relationship Vince Caballero-Family Relationship John Carter - Family Relationship Lynn Carter - Family Relationship Frank Countner - Family Relationship Susan Countner - Family Relationship Marian Craver - Family Relationship Theodore F. Craver, Jr. - Family Relationship Marvin Elkin - Family Relationship Simona B. Elkin - Family Relationship Sandra Gordon - Family Relationship Gary Gordon - Family Relationship Boyd Hight-Family Relationship Mary Kay Hight-Family Relationship Ellen Jimenez - Family Relationship Federico Jimenez - Family Relationship Colleen Lee - Family Relationship Constance K. Level - Family Relationship Leon J. Level - Family Relationship Greg Martin - Family Relationship Petra Martin - Family Relationship Karon Loter McCarthy - Family Relationship Timothy McCarthy - Family Relationship Charles C. Reed - Family Relationship Lorna T. Reed - Family Relationship Sharon Rogers Mckay - Family Relationship Marshall Mckay - Family Relationship James Rea - Family Relationship Jodie Rea - Family Relationship Carl W. Robertson - Family Relationship Susan W. Robertson - Family Relationship Lora A. Sandroni - Family Relationship Robert U. Sandroni - Family Relationship Michael L. Shannon - Family Relationship Ruth B. Shannon - Family Relationship Delaina Sotoodeh - Family Relationship John Sotoodeh - Family Relationship Betsy Ulf - Family Relationship Franklin E. Ulf - Family Relationship Fausto Yturria - Family Relationship Sandra Yturria - Family Relationship Form 990, Part VI, Section A, line 7a The Autry Foundation shall have the right to designate four (4) of the trustees of the Autry at all times. The Autry Foundation shall have the right to designate two of the foundation-designated trustees as members of the nominating and governance committee. No numerical expansion of the number of trustees comprising the nominating and governance committee shall be permitted without the express written consent of The Autry Foundation. Form 990, Part VI, Section B, line 11 Prior to filing form 990, a draft copy was provided to audit committee members and the officers for their review. Form 990, Part VI, Section B, line 12c In compliance with federal regulations, the Autry requires all officers, directors, trustees, and key employees to complete the "conflict of interest" at least annually. This report is updated once a year or within ten days whenever there is a change in outside financial interest that could give appearance of a conflict of interest. As questions arise, the CFO investigates the situation and discusses the findings with the chair of the governing body. Together they work on finding a solution to the problem. Form 990, Part VI, Section B, line 15 The process for determining compensation of the organization's officers or key employees includes a review and approval by a board search committee. When searching for executives, the Autry contracts an outside executive search firm to assist with the process of finding the right candidate. Prior to selecting the candidate, the board search committee review salary data provided by both HR manager and the outside executive search firm. The selection,salary determination and review is led by the board's president. Form 990, Part VI, Section C, line 18 The organization's form 1023 is available upon written request. Form 990, Part VI, Section C, line 19 The organization's form 990 is available on Guidestar's website and upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -246,064. Donated services and use of facilities: -340,426. Total to Form 990, Part XI, Line 5: -586,490. Autry Foundation 4383 Colfax Avenue Studio City CA 91604 237433359 Private Foundation CA 501 (C)(3) PF 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Autry Foundation C 323500