ARIZONA SONORA DESERT MUSEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ARIZONA SONORA DESERT MUSEUM (EIN 86-0111675)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-04-27
- IRS object ID
- 201141179349300124
- Schema version
- 2009v1.7
- 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 | 2011-04-27T17:17:05-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BeachFleischman PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64130 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857284130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860111675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arizona-Sonora Desert Museum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARIZ | NameControl |
| Phone | 5208831380 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 North Kinney Road | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857439719 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Craig S Ivanyi | Name |
| Title | CEO | Title |
| Phone | 5208831380 | Phone |
| Date Signed | 2011-04-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karen K McCloskey CPA | Name |
| Phone | 5203214600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Craig S Ivanyi | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 North Kinney Road | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857439719 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10349232 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.desertmuseum.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Sonoran Desert education through zoological, botanical, geological, and cultural presentations. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 147 | TotalNbrEmployees |
| Total Nbr Volunteers | 431 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2875939 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2604553 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3428344 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3419038 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -488834 | InvestmentIncomePriorYear |
| Investment Income Current Year | -215690 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 695779 | OtherRevenuePriorYear |
| Other Revenue Current Year | 625988 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6511228 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6433889 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4803318 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4848884 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3811 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 427147 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3999004 | OtherExpensePriorYear |
| Other Expenses Current Year | 3842787 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8806133 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8691671 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2294905 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2257782 | RevenuesLessExpensesCY |
| Total Assets BOY | 28124760 | TotalAssetsBOY |
| Total Assets EOY | 26747318 | TotalAssetsEOY |
| Total Liabilities BOY | 1079289 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1080564 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27045471 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25666754 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Arizona-Sonora Desert Museum is to inspire people to live in harmony with the natural world by fostering love, appreciation, and understanding of the Sonoran Desert. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6736885 | Expense |
| Revenue | 3377463 | Revenue |
| Description | General Overview: The Arizona-Sonora Desert Museum is a world-renowned zoo, natural history museum and botanical garden. Exhibits realistically re-create the natural landscape of the Sonoran Desert Region. Within the Museum grounds, visitors will see more than 300 animal species and 1,200 kinds of plants. There are almost 2 miles of paths traversing 21 acres of beautiful desert. The Museum is open for public visitation every day of the year. Since its opening in 1952, approximately 21,000,000 people from around the world have visited the Museum. Some 21,000 individuals and families currently hold memberships in the Museum. In fiscal year 2010, attendance at the Museum was 392,353 visitors. Each day, about 30 docents provide interpretations for visitors throughout the grounds on a variety of subjects ranging from fossils to vultures, from saguaros to riparian ecology. Our approximately 200 docents offer more than 20,000 on-grounds interpretations, annually, on some 40 different topics. Surveys reveal that over one-half of our visitors interact with docents during their visit to the Museum. Through our on-grounds concessionaires, the Museum has 2 gift shops and four dining areas. Program One: The Center for Sonoran Desert Studies.Since 2006, the Desert Museum's science and education programs have been housed in the Center for Sonoran Desert Studies. Initiatives undertaken by the Center are project-based, such that education and science staff work side-by-side to develop and deliver programs that are not only scientifically sound, but are also translated into public education and result in meaningful conservation efforts. Using this model, scientists and educators collaborate in ways that are more cost-effective, mutually beneficial for the project and the Museum, and attractive to both funders and community partners. All of the Center's programs partner broadly across the landscape of the U.S. and Mexican science, education, and conservation community. MAJOR PROGRAM AREAS IN THE CENTER FOR SONORAN DESERT STUDIES.I. Docent Program: Docents contributed 74,037 hours to the Museum in 2010.Docents are part of a Museum-wide volunteer program. Docents differ from other volunteers in the interpretive nature of their work and in the extensive training such work requires. ASDM docents are trained volunteers who interpret the natural history of the Sonoran desert region to Museum visitors and to groups within the community. In doing so, they help the Museum fulfill its conservation education mission. Docents are adults of all ages, walks of life, and educational backgrounds. There are currently nearly 200 docents volunteering one day per week (or more). A docent's primary responsibility is interpretation of the Museum grounds. Such interpretation consists of conducting tours for general visitors and performing interpretive programs or special activities such as theme talks, live animal interpretations, or being stationed at an exhibit. The Museum requires a minimum two-year commitment to the Docent Program. To maintain active status, docents are required to donate a minimum of 144 hours of interpretation per year on the Museum grounds.An extensive 15-week docent training is required and after successful completion, trainees are welcomed into the docent corps. Trainees meet at the Museum for a three-hour class, two weekday mornings each week for fifteen weeks (some classes are all day sessions). The first week consists of 4 morning orientation sessions. The classes are taught by Museum curatorial staff and educators. The curriculum is coordinated by the Interpretive Program Manager and focuses on such areas as causes of deserts, geology of the Sonoran Desert, ecological concepts, the flora and fauna of the region, interpretive methods and Museum philosophy. Trainees are required to spend time on the Museum grounds, observing docent tours and interpretive presentations. They must receive passing scores on section quizzes, a mid-term exam, and a final exam. Upon successful completion of the course, trainees attend a graduation ceremony and receive diplomas as they are welcomed into the Museum family. II. Youth and Community Outreach Education Program: Total Audience Served in 2010: 50,124.Youth Field Trips.The Arizona-Sonora Desert Museum is a zoo, botanic garden and natural history museum all in one! Teachers can structure their field trips using a variety of activities available for download from the Museum's website. In addition, suggested classroom activities to be used pre- and post- trip can be downloaded. These help to extend and deepen the learning from a Desert Museum visit, and are available for elementary, middle and high school students. Visiting groups can also choose from 19 different Desert Discovery Classes and Labs offered in museum classroom facilities.Numbers Served in 2010: 27,000.Desert Ark.The Desert Ark is the Museum's outreach program, bringing the resources of the Museum, including expert educators and live animals, to all parts of Southern Arizona, from schools to senior centers, and from Ajo to Safford. The Museum offers 19 different Desert Ark programs, in addition to custom programs available by request.Numbers Served in 2010: 22,000.Teacher Workshops/Continuing Education.The Arizona-Sonora Desert Museum provides teachers with opportunities to participate in classroom and outdoor workshops. These workshops provide them with tools and resources to help their students further their knowledge about Sonoran Desert natural history. Numbers Served in 2010: 349.Earth Camp.Earth Camps are hands-on, minds-on field camps which focus on sustainability issues and promote youth leadership skills. Students learn about the Sonoran Desert ecosystem and current environmental issues while hiking, camping and exploring our beautiful desert. ASDM offers both a High School and Middle School version of Earth Camp.Numbers Served in 2010: 74.Museum Explorers Camp.Hands-on, minds-on day camps for children in grades 1-6. Museum Explorers touch and observe live animals, conduct science experiments, create cool crafts, sketch in desert journals, sample desert foods, and explore behind the scenes at the Desert Museum. These camps are offered in both the summer and winter.Number Served in 2010: 143.Junior Docent Program.The Desert Museum Junior Docent program is designed for Tucson area boys and girls ages 13 to 18. Junior Docents receive training on the plants, animals and geology of the Sonoran Desert Region and how to interpret (teach) it to others. Desert Museum membership, special privileges and recognition, and the opportunity to help out with Museum events are just some of the benefits Junior Docents receive in addition to being part of a world famous museum! During their two-year term as a Junior Docent, teens typically develop self-confidence, public speaking ability and a great depth of natural history knowledge.Number served in 2010: 17.Coati Kids Club.This membership program for kids offers free admission all year long, eight special events for club members, a club t-shirt and explorer's pack and a semi-annual newsletter, just for kids. The Museum recently dedicated a "Forever Young Treehouse" as the official clubhouse of the Coati Club.Numbers served in 2010: 94 (about 29 families).Desert Rats.Created as a bridge program between the Coati Kids Club and the Junior Docent Program, the Desert Rats spend time exploring the Museum including getting a peek at all of the behind-the-scenes areas. They learn about the Museum's operations as well as the natural history of the flora and fauna of the region. They also gain interpretive skills to help prepare them to apply to become a Junior Docent. This is a one-year program that meets about once a month.Number Served in 2010: 20.Advanced Youth Interpreters.Advanced Youth Interpreters (AYI) are among a group of talented youth who have individually volunteered over 300 hours of their time and at least two years of service in the Arizona-Sonora Desert Museum's Junior docent Program. These AYI are skilled at interpretation and ready to provide leadership at the Museum and in the Tucson community. This program is meant to engage these youth, encourage the authentic application of their interpretation and leadership skills, and as a consequence, enrich our community beyond the Museum grounds. Numbers served in 2010: 15.Public Classes, Trips and Tours for Adults and Families.These programs are offered to the public throughout the year to create a better understanding of our Sonoran Desert through enjoyable and informative experiences, and provide opportunities to learn practical applications for working and playing in balance with our environment. Numbers served in 2010: 412. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 310004 | Expense |
| Revenue | 68497 | Revenue |
| Description | The Art Institute.The Art Institute at the Arizona-Sonora Desert Museum promotes conservation of the Sonoran Desert Region through art classes, art exhibits and stewardship of the museum art collection for area residents and visitors from across the United States and around the world.The Art Institute's overarching goals are to provide art classes related to our living collections and the region/ to organize and interpret existing art collections and to create gallery exhibits that feature art by both adults and children that are relevant and inspiring to serve the mission of the Desert Museum. In fiscal year 2010, the Art Institute served 446 students.Our Nature Illustration certificate program is the only one of its kind in the United States. These classes are designed around an art curriculum with a focus on Sonoran Desert subject matter. Students acquire knowledge about the subjects of their work such as raptors, mammals, desert birds, reptiles, and plants in addition to learning how to draw or paint or photograph. There are 12 required courses and 100 hours of elective classes that precede the portfolio review. After completion of all requirements, students receive a Certificate of Completion in Nature Illustration. The certificate provides incentive for students to pursue and grow their knowledge of the Sonoran Desert region. The PastPerfect Museum software for our inventory, documentation and maintenance of our art collections is up and running. This software is used by 7,000 museums in the US and it will be more than adequate for many decades of use here at the museum.Vanishing Circles is a collection of original paintings that will go on exhibit for the first time here at the Museum in January 2011. An exhibit catalog/book has been compiled to accompany the exhibit. It will serve to extend the interpretive value of the exhibit and will be available for purchase both at the opening and in the gift store. The Vanishing Circles Collection will also be available as a traveling exhibit.The Ironwood Gallery continues to have four to six different exhibits throughout the year. These art exhibits serve the mission of the Desert Museum by extending the museum experience; interpreting both habitat and wildlife to our visitors. There are 40 volunteers who give their time to keep the gallery open to the public, 7 days a week. Our visitors are guaranteed an accessible, educational experience that promotes appreciation and understanding of the Sonoran Desert.We continue to participate in the Sonoran Desert Florilegium Program. The Sonoran Desert Florilegium Program seeks to promote and preserve botanical art of the Sonoran Desert Region and directs its efforts to collect, exhibit and archive the historical, contemporary and future botanical art focused on this region. The Art Institute is offering classes in creating plates for a florilegium as part of the SDF program. We are also offering classes in drawing legumes, which is a preparation for collaboration on a book between the University of Arizona and the Boyce Thompson Arboretum on Legumes of Arizona. This class has been enthusiastically received by our students.Our photography classes have been rapidly expanding to meet the needs of our students and we have created new classes that allow students to go behind the scenes to take pictures of our living collections. These classes continue to have a waiting list of students who wish to attend and we have added more classes this year to accommodate this growth. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7046889 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 82 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 147 | 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 |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| 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 | Penny Poynter Controller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5203258447 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 N Kinney Rd | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857438918 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Michael Baldwin | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Thomas G Bell | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Carla A Consoli | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Sharon Foltz | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Robert Huber | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Sophia Kaluzniacki DVM | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Robert C Koch | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Francisco Molina Freaner PhD | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| James Ronstadt | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| John P Schaefer PhD | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| William Wallace DVM | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Chandler D Warden | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Elizabeth T Woodin | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Patricia A Engels | ||||||
| Chair | 2.00 | X | 0 | 0 | 0 | X |
| Archibald M Brown Jr | ||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | X |
| William H Lomicka | ||||||
| Immediate Past Chair | 2.00 | X | 0 | 0 | 0 | X |
| Francis J Boyle | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| David Smallhouse | ||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X |
| Robert Edison | ||||||
| Executive Director | 40.00 | 127885 | 0 | 12694 | X | |
| Kathryn A Riser-Fridlind | ||||||
| CFO & CAO | 40.00 | 98527 | 0 | 11622 | X | |
| Craig Ivanyi | ||||||
| Assoc ED Live Collections | 40.00 | 91267 | 0 | 13596 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 317679 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 37912 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 432870 | MembershipDues |
| Fundraising Events | 160643 | FundraisingEvents |
| Government Grants | 51721 | GovernmentGrants |
| All Other Contributions | 1959319 | AllOtherContributions |
| Noncash Contributions | 140741 | NoncashContributions |
| Total Contributions | 2604553 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Admissions | 713990 | 2437789 | 2437789 |
| Membership Dues | 713990 | 701630 | 701630 |
| Education | 713990 | 224977 | 224977 |
| Other | 713990 | 54642 | 54642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3419038 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168922 | TotalRevenueColumn |
| Exclusion | $168,922 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3924 | TotalRevenueColumn |
| Exclusion | $3,924 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 644831 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49055 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 595776 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 595776 | TotalRevenueColumn |
| Exclusion | $595,776 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3296943 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3669912 | Securities |
| Other | 11643 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -372969 | Securities |
| Other | -11643 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -384612 | TotalRevenueColumn |
| Exclusion | -$384,612 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 128618 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 160643 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 131627 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3009 | TotalRevenueColumn |
| Exclusion | -$3,009 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 80028 | GrossSalesOfInventory |
| Cost Of Goods Sold | 53106 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26922 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26922 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Vending Machines | Description |
| Business Code | 713990 | BusinessCode |
| Total Revenue Column | 2375 | TotalRevenueColumn |
| Exclusion | $2,375 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2375 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6433889 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3445960 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $383,376 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356374 | Total |
| Program Services | 56524 | ProgramServices |
| Management And General | 233874 | ManagementAndGeneral |
| Fundraising | 65976 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3596280 | Total |
| Program Services | 2913366 | ProgramServices |
| Management And General | 526069 | ManagementAndGeneral |
| Fundraising | 156845 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82100 | Total |
| Program Services | 63969 | ProgramServices |
| Management And General | 14884 | ManagementAndGeneral |
| Fundraising | 3247 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446838 | Total |
| Program Services | 376906 | ProgramServices |
| Management And General | 54036 | ManagementAndGeneral |
| Fundraising | 15896 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367292 | Total |
| Program Services | 291826 | ProgramServices |
| Management And General | 58712 | ManagementAndGeneral |
| Fundraising | 16754 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12505 | Total |
| Program Services | 10525 | ProgramServices |
| Management And General | 1511 | ManagementAndGeneral |
| Fundraising | 469 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40525 | Total |
| Program Services | 34108 | ProgramServices |
| Management And General | 4897 | ManagementAndGeneral |
| Fundraising | 1520 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30122 | Total |
| Management And General | 30122 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108531 | Total |
| Program Services | 37578 | ProgramServices |
| Management And General | 46151 | ManagementAndGeneral |
| Fundraising | 24802 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109842 | Total |
| Program Services | 3108 | ProgramServices |
| Management And General | 106734 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376801 | Total |
| Program Services | 233937 | ProgramServices |
| Management And General | 32142 | ManagementAndGeneral |
| Fundraising | 110722 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11199 | Total |
| Program Services | 9666 | ProgramServices |
| Management And General | 1170 | ManagementAndGeneral |
| Fundraising | 363 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7674 | Total |
| Program Services | 7674 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415934 | Total |
| Program Services | 415934 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17136 | Total |
| Program Services | 15798 | ProgramServices |
| Management And General | 1338 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24241 | Total |
| Program Services | 4053 | ProgramServices |
| Management And General | 19972 | ManagementAndGeneral |
| Fundraising | 216 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167 | Total |
| Management And General | 167 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1206437 | Total |
| Program Services | 1206437 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92019 | Total |
| Program Services | 84184 | ProgramServices |
| Management And General | 7634 | ManagementAndGeneral |
| Fundraising | 201 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program Restriction Met | 792246 | 792246 | ||
| Animal Expense | 180196 | 180196 | ||
| Maintenance and Repair | 154815 | 142608 | 12031 | 176 |
| Bad Debts | 24054 | 24054 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238343 | Total |
| Program Services | 166246 | ProgramServices |
| Management And General | 66191 | ManagementAndGeneral |
| Fundraising | 5906 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8691671 | Total |
| Program Services | 7046889 | ProgramServices |
| Management And General | 1217635 | ManagementAndGeneral |
| Fundraising | 427147 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28300 | BOY |
| EOY | 38900 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484121 | BOY |
| EOY | 710602 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1160250 | BOY |
| EOY | 1202721 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101078 | BOY |
| EOY | 86766 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258907 | BOY |
| EOY | 228230 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116560 | BOY |
| EOY | 80982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34718343 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17609548 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17949358 | BOY |
| EOY | 17108795 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4727978 | BOY |
| EOY | 4444601 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2672328 | BOY |
| EOY | 2156354 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625880 | BOY |
| EOY | 689367 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28124760 | BOY |
| EOY | 26747318 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693687 | BOY |
| EOY | 690483 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224996 | BOY |
| EOY | 254022 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160606 | BOY |
| EOY | 136059 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079289 | BOY |
| EOY | 1080564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21612548 | BOY |
| EOY | 20436935 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1544077 | BOY |
| EOY | 1293294 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3888846 | BOY |
| EOY | 3936525 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27045471 | BOY |
| EOY | 25666754 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28124760 | BOY |
| EOY | 26747318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | 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 | 2368398 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2631168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5425681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2834663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2552832 | CurrentTaxYear |
| Total | 15812742 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6017616 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4646251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4082009 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3607495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3499066 | CurrentTaxYear |
| Total | 21852437 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33848 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41276 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51721 | CurrentTaxYear |
| Total | 233600 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8439789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7330399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9541538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6483434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6103619 | CurrentTaxYear |
| Total | 37898779 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 488274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510898 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 420000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260361 | CurrentTaxYear |
| Total | 1679533 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | 488274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510898 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 420000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260361 | CurrentTaxYear |
| Total | 1679533 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 36219246 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398763 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1087129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1038027 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 791422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 817677 | CurrentTaxYear |
| Total | 4133018 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2939 | CurrentTaxYearMinus4Years |
| Total | 2939 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 401702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1087129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1038027 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 791422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 817677 | CurrentTaxYear |
| Total | 4135957 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 7726 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28825 | CurrentTaxYearMinus1Year |
| Total | 91770 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8839 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11726 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2375 | CurrentTaxYear |
| Total | 94413 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8961710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8424001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10596130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7315407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6923671 | CurrentTaxYear |
| Total | 42220919 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88280 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09800 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08030 | 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 | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6760305 | BeginningOfYearBalance |
| Contributions | 4903 | Contributions |
| Investment Earnings Or Losses | 668313 | InvestmentEarningsOrLosses |
| Other Expenditures | 832260 | OtherExpenditures |
| Administrative Expenses | 24886 | AdministrativeExpenses |
| End Of Year Balance | 6576375 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7821852 | BeginningOfYearBalance |
| Contributions | 6184 | Contributions |
| Investment Earnings Or Losses | -162702 | InvestmentEarningsOrLosses |
| Other Expenditures | 870480 | OtherExpenditures |
| Administrative Expenses | 34549 | AdministrativeExpenses |
| End Of Year Balance | 6760305 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.35000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.60000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 601500 | InvestmentCostOrOtherBasis |
| Book Value | 601500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 115000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 31575994 | OtherCostOrOtherBasis |
| Depreciation | 15901872 | Depreciation |
| Book Value | 15789122 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2325711 | OtherCostOrOtherBasis |
| Depreciation | 1707676 | Depreciation |
| Book Value | 618035 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100138 | OtherCostOrOtherBasis |
| Book Value | 100138 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17108795 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge Funds | 1243253 | F |
| NTCC Collective Funds | 913101 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2156354 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability Under Trust Agreement | $80,923 |
| Capital Leases Payable | $55,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 136059 | TotalOfAmounts |
| Total Revenue | 6433889 | TotalRevenue |
| Total Expenses | 8691671 | TotalExpenses |
| Excess Or Deficit For Year | -2257782 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 879065 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 879065 | TotalAdjustments |
| Excess Or Deficit Per FS | -1378717 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7331887 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 879065 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 879065 | RevenueNotRptdF990 |
| Revenue Subtotal | 6452822 | RevenueSubtotal |
| Investment Expenses Not Included | 30122 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -49055 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -18933 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6433889 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8710604 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 49055 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49055 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8661549 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 30122 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 30122 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8691671 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | The collections, which were acquired through purchases and contributions since the Museum's inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as decreases in temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected in the financial statements. Proceeds from de-accessions or insurance recoveries are reflected as increases in the appropriate net asset classes. | |
| Part III, Line 4: | The Museum's collections consist substantially of living and nonliving natural history objects related to the Museum's interpretive region (the Sonoran Desert and adjacent habitats). Collections are held for educational, research, scientific, and curatorial purposes. With the exception of certain free-living organisms, collections are catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. | |
| Part V, Line 4: | The Museum's endowment funds consist of generous gifts from donors who, over the years, have been touched by the mission of the museum. In addition to these donor generated funds, the Board of Trustees set aside a quasi-endowment fund to help build long-term reserves for the future operations of the Museum. A percentage of the earnings from these endowment funds are used for a variety of purposes which include general operating needs as well as donor imposed restrictions for programs such as education, the Art Institute, and science and research. | Description of Intended Use of Endowment Funds: |
| Part X: | Line 2, FIN 48 Footnote: Effective October 1, 2009, the Museum was required to adopt the revised provisions of ASC 740, relating to uncertain tax positions. These standards require management to perform an evaluation of all tax positions taken or expected to be taken in the course of preparing the Museum's tax returns to determine whether the tax positions meet a "more likely than not" standard of being sustained under examination by the applicable taxing authorities. This evaluation is required to be performed for all open tax years, as defined by the various statutes of limitations, for federal and state purposes. The Museum is only subject to income taxes on unrelated business taxable income (UBTI). As a result, the Museum is required to file informational returns for federal and state purposes and, if it has UBTI, federal and state income tax returns. With limited exceptions, the Museum is no longer subject to tax examination for any years earlier than 2006 for federal and 2005 for state. Management has performed its evaluation of tax positions taken on all open tax returns and has determined that there were no positions taken that do not meet the "more likely than not" standard. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 4b - Other Adjustments: | Rental Expenses: -49055. | |
| Part XIII, Line 2d - Other Adjustments: | Rental Expenses: 49055. | |
| Part III, Line 5: In addition to items donated for its collections, the Museum receives donations of art and similar assets to be auctioned at its annual Gala. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 289261 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 160644 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 128617 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 29471 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 102155 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 289261 | GrossReceiptsTotal |
| Charitable Contributions Total | 160644 | CharitableContributionsTotal |
| Gross Revenue Total Events | 128617 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 29471 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 102155 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 131626 | DirectExpenseSummaryEvents |
| Net Income Summary | -3009 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15990 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1118 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9520 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13999 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Trading Price | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 38 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9583 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16610 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Donor Estimate | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Equipment | 10 | 14679 | Donor Estimate |
| X | Auction Items | 13 | 6110 | Donor Estimate |
| X | Other | 4 | 1161 | Donor Estimate |
| X | Water | 1 | 51721 | Donor Estimate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | The Organization's Bylaws have been amended. The Audit and Finance Council was renamed the Finance Council, and a separate Audit Committee was formed under Article V Section 3. The Audit Committee will assist the Board in areas relating to the finance reporting process. The Exhibits, Collections, and Facilities Council was dissolved. |
| Form 990, Part VI, Section A, line 6 | There is one class of members, all of whom have the same voting rights which are to elect new Trustees by ballot. |
| Form 990, Part VI, Section A, line 7a | Members elect Trustees by ballot. |
| Form 990, Part VI, Section B, line 11 | A draft copy of the 990 is given to the members of the Finance Council. The members of the Finance Council, along with the CEO and CFO, review all schedules and narratives for accuracy and completeness. After the approval of the Finance Council, a copy of Form 990 is forwarded to all Board members prior to filing the return. |
| Form 990, Part VI, Section B, line 12c | New members of the Board of Trustees and new employees are required to review a copy of the conflict of interest policy and acknowledge in writing that s/he has done so. Annually, each board member and employee completes a disclosure form identifying any relationship, positions or circumstances in which s/he is involved that could contribute to a conflict of interest arising. Prior to Board of Trustees or committee action on a contract or transaction involving a conflict of interest, a director or committee member having a conflict of interest and who is in attendance at the meeting shall disclose all facts material to the conflict of interest. Board members who have a conflict of interest are not permitted to participate or hear the Board of Trustee's or committee's discussion of the matter except to disclose the material facts and to respond to questions. An employee who is not a member of the Board of Trustees discloses to his/her supervisor any conflict of interest that such employee has with respect to a contract or transaction. |
| Form 990, Part VI, Section B, line 15 | The CEO's compensation is determined by the Compensation Council which consists of independent Board members and is a sub Council of the Board of Trustees. The CEO's compensation is determined on an annual basis using both local compensation survey data as well as the annual compensation survey data provided by the Association of Zoos & Aquariums. The Council met in May 2010 to set the new CEO's compensation beginning July 2010 and the proposed amount was discussed in Executive Committee with the full Board, voted upon and approved by the Board, at the May 2010 Board meeting. The Chief Financial Officer's compensation is based upon both local compensation survey data as well as the annual compensation survey provided by the Association of Zoos & Aquariums. Salary and benefits for this position are increased or decreased based upon the same percentages as all other staff. The CFO salary data is provided to the Board of Trustees for informational purposes and is recorded in the minutes of the meeting of the Board of Trustees. The CFO compensation amount was set in September 2010 for fiscal year 2011. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
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