2011-04-27T17:17:05-05:00 2010-09-30 BeachFleischman PC PO Box 64130 Tucson AZ 857284130 990 2009-10-01 860111675 Arizona-Sonora Desert Museum ARIZ 5208831380 2021 North Kinney Road Tucson AZ 857439719 Craig S Ivanyi 5208831380 2011-04-21 1 Karen K McCloskey CPA 5203214600 2009 2016-02-24 21:20:13Z Craig S Ivanyi 2021 North Kinney Road Tucson AZ 857439719 10349232 0 X www.desertmuseum.org X 1952 AZ Sonoran Desert education through zoological, botanical, geological, and cultural presentations. 19 18 147 431 0 0 2875939 2604553 3428344 3419038 -488834 -215690 695779 625988 6511228 6433889 0 0 4803318 4848884 3811 0 427147 3999004 3842787 8806133 8691671 -2294905 -2257782 28124760 26747318 1079289 1080564 27045471 25666754 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. 0 0 6736885 3377463 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. 310004 68497 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. 7046889 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 82 0 1 147 1 0 0 0 0 0 1 1 0 0 0 19 18 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X X Penny Poynter Controller 5203258447 2021 N Kinney Rd Tucson AZ 857438918 Michael Baldwin 1.00 X 0 0 0 Thomas G Bell 1.00 X 0 0 0 Carla A Consoli 1.00 X 0 0 0 Sharon Foltz 1.00 X 0 0 0 Robert Huber 1.00 X 0 0 0 Sophia Kaluzniacki DVM 2.00 X 0 0 0 Robert C Koch 1.00 X 0 0 0 Francisco Molina Freaner PhD 1.00 X 0 0 0 James Ronstadt 1.00 X 0 0 0 John P Schaefer PhD 1.00 X 0 0 0 William Wallace DVM 1.00 X 0 0 0 Chandler D Warden 1.00 X 0 0 0 Elizabeth T Woodin 1.00 X 0 0 0 Patricia A Engels 2.00 X X 0 0 0 Archibald M Brown Jr 2.00 X X 0 0 0 William H Lomicka 2.00 X X 0 0 0 Francis J Boyle 1.00 X X 0 0 0 David Smallhouse 2.00 X X 0 0 0 Robert Edison 40.00 X 127885 0 12694 Kathryn A Riser-Fridlind 40.00 X 98527 0 11622 Craig Ivanyi 40.00 X 91267 0 13596 317679 0 37912 1 0 0 0 0 432870 160643 51721 1959319 140741 2604553 Admissions 713990 2437789 2437789 Membership Dues 713990 701630 701630 Education 713990 224977 224977 Other 713990 54642 54642 3419038 168922 168922 3924 3924 644831 49055 595776 595776 595776 3296943 3669912 11643 -372969 -11643 -384612 -384612 128618 160643 131627 -3009 -3009 80028 53106 26922 26922 Vending Machines 713990 2375 2375 2375 6433889 3445960 0 383376 356374 56524 233874 65976 3596280 2913366 526069 156845 82100 63969 14884 3247 446838 376906 54036 15896 367292 291826 58712 16754 12505 10525 1511 469 40525 34108 4897 1520 30122 30122 108531 37578 46151 24802 109842 3108 106734 376801 233937 32142 110722 11199 9666 1170 363 7674 7674 415934 415934 17136 15798 1338 24241 4053 19972 216 167 167 1206437 1206437 92019 84184 7634 201 Program Restriction Met 792246 792246 Animal Expense 180196 180196 Maintenance and Repair 154815 142608 12031 176 Bad Debts 24054 24054 238343 166246 66191 5906 8691671 7046889 1217635 427147 28300 38900 484121 710602 1160250 1202721 101078 86766 258907 228230 116560 80982 34718343 17609548 17949358 17108795 4727978 4444601 2672328 2156354 625880 689367 28124760 26747318 693687 690483 224996 254022 160606 136059 1079289 1080564 X 21612548 20436935 1544077 1293294 3888846 3936525 27045471 25666754 28124760 26747318 X 0 1 1 X 0 X 2368398 2631168 5425681 2834663 2552832 15812742 6017616 4646251 4082009 3607495 3499066 21852437 53775 52980 33848 41276 51721 233600 8439789 7330399 9541538 6483434 6103619 37898779 488274 510898 420000 260361 1679533 0 488274 510898 420000 260361 1679533 36219246 398763 1087129 1038027 791422 817677 4133018 2939 2939 401702 1087129 1038027 791422 817677 4135957 55219 7726 28825 91770 65000 6473 8839 11726 2375 94413 8961710 8424001 10596130 7315407 6923671 42220919 0.85790 0.88280 0.09800 0.08030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 6760305 4903 668313 832260 24886 6576375 7821852 6184 -162702 870480 34549 6760305 0.35000 0.60000 0.05000 0 0 601500 601500 115000 31575994 15901872 15789122 2325711 1707676 618035 100138 100138 17108795 Hedge Funds 1243253 F NTCC Collective Funds 913101 F 2156354 Liability Under Trust Agreement 80923 Capital Leases Payable 55136 136059 6433889 8691671 -2257782 879065 879065 -1378717 7331887 879065 879065 6452822 30122 -49055 -18933 6433889 8710604 49055 49055 8661549 30122 30122 8691671 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: Description of Intended Use of Endowment Funds: 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. Part X: Description of Uncertain Tax Positions Under FIN 48: 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. 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. Gala 289261 160644 128617 29471 102155 289261 160644 128617 29471 102155 131626 -3009 X 31 15990 Donor Estimate X 1118 Donor Estimate X 9520 Donor Estimate X 1 13999 Trading Price X 38 9583 Donor Estimate X 2 250 Donor Estimate X 11 16610 Donor Estimate 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 0 0 1 0 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.