2011-05-11T17:36:14-05:00 2010-06-30 Clifton Gunderson LLP 3003 N Central Ave Ste 500 Phoenix AZ 85012 990 2009-07-01 860072608 Phoenix Art Museum PHOE 6022571880 1625 N Central Avenue Phoenix AZ 850041685 GARY EGAN 6022571880 2011-05-07 1 Mark Schneider CPA 6022662248 2009 2016-02-24 21:20:13Z GARY EGAN 1625 N Central Avenue Phoenix AZ 850041685 10125759 0 X WWW.PHXART.ORG X 1949 AZ See Schedule O 49 49 122 2823 24119 0 5564823 5474043 765050 1833220 46243 12883 1626816 1598560 8002932 8918706 0 0 5028672 4159635 0 735812 4553454 3954873 9582126 8114508 -1579194 804198 13881462 14012462 5829777 5533026 8051685 8479436 See Schedule O for the Mission Statement 0 0 200847 See Schedule O for description of Phantom Sightings. 163249 See Schedule O for description of Ansel Adams: Discoveries. 100000 See Schedule O for description of Lawrence Weiner - Placed Just Below Above the Horizon. 684213 597243 GIFT SHOP AND MUSEUM STORE - DESIGNED TO GIVE VISITORS A MORE IN DEPTH KNOWLEDGE OF THE VISUAL ARTS AND OF THE SUBJECTS DISCUSSED IN THE MUSEUM'S COLLECTIONS AND EXHIBITIONS. THE EDUCUATIONAL MERCHANDISE, UNIQUE MEMORABILIA AND EXHIBITION SPECIFIC ITEMS ALLOW FOR THE CONTINUATION OF THE MUSEUM EXPERIENCE AT HOME. 272,540 PEOPLE SERVED. 4101572 Museum collections and exhibits 4785785 597243 5249881 1 1 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 87 0 1 122 1 1 1 0 0 0 0 1 1 0 0 0 49 49 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X SCOTT MCDANIEL 6022572103 1625 N CENTRAL AVENUE PHOENIX AZ 850041685 ANGELA C SINGER 1.00 X 0 0 0 BRAD WILDE 1.00 X 0 0 0 BRUCE COVILL 1.00 X 0 0 0 DENNIS LYON 1.00 X 0 0 0 DON MARTIN 1.00 X 0 0 0 DORIS ONG 1.00 X 0 0 0 DREW BROWN 1.00 X 0 0 0 EILEEN YEUNG 1.00 X 0 0 0 ELLEN KATZ 1.00 X 0 0 0 JaCQUIE DORRANCE 1.00 X 0 0 0 JAMES LUNDY 1.00 X 0 0 0 JIM MEENAGHAN 1.00 X 0 0 0 JOE LAMPE 1.00 X 0 0 0 Andrew Kim 1.00 X 0 0 0 JOHN BOUMA 1.00 X 0 0 0 KEN KENDRICK 1.00 X 0 0 0 LILA HARNETT 1.00 X 0 0 0 MiCHAEL GREENBAUM 1.00 X 0 0 0 PATRICIA NOLAN 1.00 X 0 0 0 PAUL GROVES 1.00 X 0 0 0 RiCHARD GOLDSMITH 1.00 X 0 0 0 ROY PAPP 1.00 X 0 0 0 SHARRON ORTH LEWIS 1.00 X 0 0 0 STEVE RINEBERG 1.00 X 0 0 0 Steven L Tufts 1.00 X 0 0 0 STEVE WHEELER 1.00 X 0 0 0 SUSAN BLACK 1.00 X 0 0 0 TIMOTHY LOUIS 1.00 X 0 0 0 Tony Astorga 1.00 X 0 0 0 WILLIAM G WAY 1.00 X 0 0 0 Amy Clague 1.00 X 0 0 0 Susan Drescher-Mulzet 1.00 X 0 0 0 Diana Ellis Smith 1.00 X 0 0 0 Dr Meryl Haber 1.00 X 0 0 0 Dr Howard Hendler 1.00 X 0 0 0 Sally Lehman 1.00 X 0 0 0 Jay Schlott 1.00 X 0 0 0 Joel Bernstein 1.00 X 0 0 0 Jack Clifford 1.00 X 0 0 0 Denise Delgado 1.00 X 0 0 0 Steve Hunton 1.00 X 0 0 0 Margot Knight 1.00 X 0 0 0 William Koenig 1.00 X 0 0 0 Polly Levine 1.00 X 0 0 0 Annette Musa 1.00 X 0 0 0 John Norton 1.00 X 0 0 0 Tom Payne 1.00 X 0 0 0 Vince Roig 1.00 X 0 0 0 David Ulrich Jr 1.00 X 0 0 0 JAMES BALLINGER 37.50 X X 249347 0 19146 Robert Chamberlain 37.50 X 157855 0 17648 GARY EGAN 37.50 X 134143 0 17668 541345 0 54462 3 0 1 0 Arizona Republic PO Box 677595 Dallas TX 75267 Print advertising & large scale printing 179133 Upright Commercial Janitorial 3332 W Thomas Rd Phoenix AZ 85017 Janitorial Services 144544 M CATERING BY MICHAEL'S 20645 N 28th Street Phoenix AZ 85050 catering for major events 123979 Albuquerque Museum 200 Mountain Rd NW Albuquerque NM 87104 Shared exp. - exhibit of E. Blumenschein 110840 Univ of AZ Center for Creative Photograp PO Box 210103 Tucson AZ 85721 Collaboration on various exhibits 110293 7 1283074 258995 55658 145619 3730697 1360439 5474043 Membership Dues 900099 1039664 1039664 PROGRAM SVC REVENUE 900099 793556 793556 1833220 12883 12883 2075756 258995 865663 1210093 1210093 597243 341390 255853 255853 Expenses Reimbursement 900099 108495 108495 Catering 722320 24119 24119 132614 8918706 2089073 24119 1331471 536764 280263 144769 111732 2446040 1672923 524492 248625 467527 296708 119074 51745 476562 354206 105038 17318 232742 145900 60707 26135 6183 6183 42466 42466 311419 147060 162359 2000 156095 148685 7410 590477 452576 94260 43641 84021 23222 60649 150 475721 270729 200814 4178 96150 70477 14186 11487 6050 3592 2458 30930 30930 650934 559960 66890 24084 96962 51304 45658 Operating Expenses 897747 522489 186614 188644 Contracted Labor 388394 205994 177467 4933 Repair and Maintenance 91709 38342 53367 0 Dues and Subscriptions 29615 5451 23024 1140 8114508 5249881 2128815 735812 1114246 1149814 1476726 1542397 1918978 1338076 147545 129298 455853 430654 201457 202695 14006478 7224115 7214739 6782363 43827 44135 1308091 2393030 13881462 14012462 752541 983867 851509 823079 1300000 815000 650000 585000 2275727 2326080 5829777 5533026 X 3295019 2332513 4756666 6146923 8051685 8479436 13881462 14012462 X 0 1 1 X 0 X 12414875 14118307 12226082 5564823 5169910 49493997 2893868 3578845 4531538 3723447 3514135 18241833 15308743 17697152 16757620 9288270 8684045 67735830 67735830 118912 203707 124366 46243 12883 506111 9325 19640 39818 28892 24119 121794 157920 14426 263104 130346 108495 674291 69038026 16979528 0.98110 0.98190 X Schedule A, Part II, Line 10, Explanation of Other Income: ROYALTIES - $13,524 RESTAURANT - $39,821 TRAVEL TOURS - $35,366 MISCELLANEOUS - $110,516 REIMBURSEMENTS - $441,997 SECURITY SERVICES - $33,067 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 X X X X 0 18620839 61113 1893540 55658 49003 20470831 22182620 121346 -3201608 399791 81728 18620839 0.00000 0.42000 0.58000 0 1 1 699253 699253 10198493 5364402 4834091 1754370 1111282 643088 1354362 748431 605931 6782363 CHARITABLE GIFT ANNUITIES 1289030 Land Held for sale 1104000 2393030 CHARITABLE GIFT ANNUITIES 1015100 ACCRUED PENSION 1304598 Due from unrestricted funds 6382 2326080 8918706 8114508 804198 601 -377048 -376447 427751 14243835 4767194 644831 5412025 8831810 86896 86896 8918706 13240857 4767194 390393 5157587 8083270 31238 31238 8114508 Part III, Line 1a: Financial Statement Footnote regarding the Fine Arts Collection: Fine arts collection consists of purchased and donated works of art. The collection is on display to the general public. The Museum employs professional staff to ensure that the collection items are preserved and protected. The collection items are not capitalized by the Museum. Costs of purchasing collection items, deaccessions of collection items and proceeds from insurance recoveries are included as a change in the appropriate category of net assets. Proceeds from the deaccession of collection items are restricted for purchases of additional collection items. Acquisitions of fine art, included as a decrease in unrestricted net assets, totaled $417,120 and $633,228 for the years ended June 30, 2010 and 2009, respectively. Part V, Line 4: Description of Intended Use of Endowment Funds: The organization's Endowment Funds will be used to support various programs of Phoenix Art Museum. Part XI, Line 8 - Other Adjustments: ACQUISITION OF FINE ART: -$417,120 CHANGE IN CHARITABLE GIFT ANNUITIES: $40,072 Part XII, Line 2d - Other Adjustments: Cost of Sales: $341,390 Change in Charitable Gift Annuities: $40,072 Related Organization Revenue: $263,369 Part XII, Line 4b - Other Adjustments: Grant from Affiliate Eliminated on Financial Statement: $55,658 Special events exp. offset against revenue on Financial Statements: $8,292 Intercompany revenue eliminated on financial statements: $22,946 Part XIII, Line 2d - Other Adjustments: Cost of Sales: $341,390 Related Organization Expense: $49,003 Part XIII, Line 4b - Other Adjustments: Intercompany expenses eliminated on financial statements: $22,946 Special events exp. offset against revenue on Financial Statements: $8,292 The PARTY 2010 1715180 128250 1586930 52595 512394 CF Building a Collecton Dinner/Auct 254229 20800 233429 4371 131149 9 365342 109945 255397 3838 161316 2334751 258995 2075756 60804 804859 865663 1210093 X 1 1 X X X 0 0 0 0 0 0 0 0 0 JAMES BALLINGER 249347 0 0 0 0 0 0 0 19146 0 268493 0 0 0 Robert Chamberlain 157855 0 0 0 0 0 0 0 17648 0 175503 0 0 0 GARY EGAN 134143 0 0 0 0 0 0 0 17668 0 151811 0 0 0 THE INDUSTRIAL BOND DEVELOPMENT AUTHORITY OF THE CITY OF PHOENIX 860447254 71884GAA4 2006-03-30 6120000 Museum Expansion 1 0 6120000 120000 6000000 2006 0 0 1 1 0 1 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 X 638 0 N/A X 28 256439 Market value X 1 1150000 Market Value 17 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): # of contributors from records of contributions Non Reporting of Revenue: Part I, Line 33: - The Museum has a large collection of fine art but does not capitalize or value its collection, so gifts of art are not included in revenue. Form 990, Part VI, Section A, line 6 The Museum has a membership program that currently has 10,880 members. Form 990, Part VI, Section A, line 7a Members of the governing body (Board of Trustees) are nominated by the Museum's Nominating Committee and then are voted upon by the current Board of Trustees and the Museum Membership. Form 990, Part VI, Section B, line 11 THE 990 TAX RETURN WILL BE PRESENTED TO MEMBERS OF THE OPERATIONS COMMITTEE FOR REVIEW. THE BOARD OF TRUSTEES WILL ALSO RECEIVE A COPY OF THE 990 TAX RETURN TO REVIEW. Form 990, Part VI, Section B, line 12c The Museum's Guidelines for Professional Practices Questionnaire and Compliance Agreement is required to be completed and signed by Trustees, Presidents of Support Organizations, Museum Director, Division Heads, Department Heads, and all Accounting staff annually. This process is done every year in September. The completed and signed agreements are reviewed by Human Resources Manager for completeness. Any question that arises is discussed with the individual signing the agreement. Form 990, Part VI, Section B, line 15 The Museum engages in an annual staff evaluation process to determine previous accomplishments, set staff and department goals, and determine salary increases. For the CEO position, a salary survey was used from the American Association of Museum Directors to ensure that our CEO compensation is in line with museums of similar size and financial strength. An ad hoc committee of board members was then consulted to determine the level of CEO compensation for the Museum. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XII, line 2c Audit Committee The organization has not changed its oversight process for the audit or its selection process for independent auditors during the year. Form 990, Page 2, Part III Program Service Accomplishment # 1 Phantom Sightings: Art after the Chicano Movement July 12, 2009 - September 20, 2009 Phantom Sightings: Art after the Chicano Movement is the first comprehensive consideration of Chicano art in two decades. It explores the work of a young generation of artists working today after the initial social struggles of the Chicano movement-a larger political and cultural movement that in the late 1960s and early 1970s began campaigning for justice and equality for Americans of Mexican and Latin American heritage. This exhibition explores the current experimental tendencies of this younger generation of American artists with cultural ties to Mexico and Latin America. The art works are oriented less toward traditional media of painting or sculpture and declarative polemical assertion than toward conceptual art, performance, media-based art, and "stealthy" artistic interventions in urban spaces. Organized by the Los Angeles County Museum of Art and travelling to five museums in the United States and Mexico, the exhibition includes 120 works by 32 artists in all media: painting and sculpture as well as installation, video, performance, and mixed-media works using film, digital, and sound. Form 990, Page 2, Part III Program Service Accomplishment # 2 Ansel Adams: Discoveries January 31, 2010 - June 6, 2010 Ansel Adams exhibit will offer new insights into the photographer's greatest works, by bringing the vast holdings of the Center for Creative Photography's Ansel Adams archive to light. The exhibition, featuring 120 photographs and dozens of archival items such as documents, proof prints, negatives, equipment and video footage, will provide a richer understanding of this photographic master and his beloved photographs. Categorized into six aspects of Adams' career - time, place, medium, subject, theme and role - the show highlights Adams' early work, his photographs of the American Southwest, his works for the National Parks project, his relatively unknown color photography, his architectural views and his teaching career. Form 990, Page 2, Part III Program Service Accomplishment # 3 Lawrence Weiner - Placed Just Below Above the Horizon Lawrence Weiner's work asks the question: Can language be sculpture? The artist has been working with epigrammatic statements placed in architectural environments since 1970. He defines his work as sculpture because the reading of his statements affects the viewers' perception and interaction with the space they occupy. The placement of this work on the exterior wall of a second floor, hovering above the gallery on the main floor, allows an interesting engagement of the sculpture with the space and reinforces Weiner's focus on concept over physical form. Form 990, Page 2, Part III Mission Statement PHOENIX ART MUSEUM IS A VIBRANT DESTINATION CONNECTING PEOPLE TO GREAT ART FROM AROUND THE WORLD TO ENRICH THEIR LIVES AND COMMUNITIES. THIS VISION IS SUPPORTED BY FOUR PILLARS WHICH ARE: EXCEPTIONAL ART - TO CELEBRATE THE HIGHEST QUALITY VISUAL ART THROUGH OUTSTANDING EXHIBITIONS, ACQUISITIONS AND COLLECTION STEWARDSHIP. ENRICHMENT AND LEARNING - TO CREATE A NATIONALLY RECOGNIZED MODEL FOR ENHANCING EXPERIENCE OF THE VISUAL ARTS THROUGH INTERPRETATION, ENGAGED LEARNING, AND ENRICHMENT. BROAD AUDIENCE - TO ATTRACT THE BROADEST POSSIBLE AUDIENCE TO THE MUSEUM AS CONSISTENT AND ENTHUSIASTIC PARTICIPANTS. FISCAL STABILITY AND ORGANIZATIONAL EXCELLENCE - TO ACHIEVE AND MAINTAIN A STRONG FINANCIAL FOUNDATION. Form 990, Page 1, Part I, line 1 Mission Statement PHOENIX ART MUSEUM IS A VIBRANT DESTINATION CONNECTING PEOPLE TO GREAT ART FROM AROUND THE WORLD TO ENRICH THEIR LIVES AND COMMUNITIES. THIS VISION IS SUPPORTED BY FOUR PILLARS WHICH ARE: EXCEPTIONAL ART - TO CELEBRATE THE HIGHEST QUALITY VISUAL ART THROUGH OUTSTANDING EXHIBITIONS, ACQUISITIONS AND COLLECTION STEWARDSHIP. ENRICHMENT AND LEARNING - TO CREATE A NATIONALLY RECOGNIZED MODEL FOR ENHANCING EXPERIENCE OF THE VISUAL ARTS THROUGH INTERPRETATION, ENGAGED LEARNING, AND ENRICHMENT. BROAD AUDIENCE - TO ATTRACT THE BROADEST POSSIBLE AUDIENCE TO THE MUSEUM AS CONSISTENT AND ENTHUSIASTIC PARTICIPANTS. FISCAL STABILITY AND ORGANIZATIONAL EXCELLENCE - TO ACHIEVE AND MAINTAIN A STRONG FINANCIAL FOUNDATION. Phoenix Art Museum Endowment Fund Inc 1625 N Central Avenue Phoenix AZ 850041685 860765761 Financial Support of Phoenix Art Museum AZ 501(c)(3) Public charity N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 Phoenix Art Museum Endowment Fund C 55658 Phoenix Art Museum Endowment Fund M Phoenix Art Museum Endowment Fund P 6700 Phoenix Art Museum Endowment Fund R 585000