PEROT MUSEUM OF NATURE AND SCIENCE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PEROT MUSEUM OF NATURE AND SCIENCE (EIN 75-6067569)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-10
- IRS object ID
- 202212229349301101
- Schema version
- 2020v4.2
- 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) |
|---|---|---|
| Return | 2022-08-10T09:47:42-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756067569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEROT MUSEUM OF NATURE & SCIENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | BusinessNameControlTxt |
| Phone | 2144285555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 N FIELD ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE WOODS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2144285555 | PhoneNum |
| Signature | 2022-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | WOODS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB NOWAK | PreparerPersonNm |
| PTIN | P00527435 | PTIN |
| Phone | 9724901970 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA ABRAHAM SILVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 N FIELD ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,533,341 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEROTMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE MINDS THROUGH NATURE AND SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 315 | TotalEmployeeCnt |
| Total Volunteers | 584 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,183,589 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,295,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,737,296 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,528,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,896 | PYInvestmentIncomeAmt |
| CY Investment Income | $124,459 | CYInvestmentIncomeAmt |
| PY Other Revenue | $410,813 | PYOtherRevenueAmt |
| CY Other Revenue | $159,486 | CYOtherRevenueAmt |
| PY Total Revenue | $10,408,594 | PYTotalRevenueAmt |
| CY Total Revenue | $22,108,477 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,285,449 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,745,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,038,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,892,790 | PYOtherExpensesAmt |
| CY Other Expenses | $15,517,320 | CYOtherExpensesAmt |
| PY Total Expenses | $25,178,239 | PYTotalExpensesAmt |
| CY Total Expenses | $22,262,637 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,769,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$154,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $175,435,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,567,137 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,453,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,721,473 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $168,982,343 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $174,845,664 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE MINDS THROUGH NATURE AND SCIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,852,289 | ExpenseAmt |
| Revenue | $7,000,578 | RevenueAmt |
| Desc | OPENING DECEMBER 1, 2012, THE PEROT MUSEUM IS A RESULT OF A SUCCESSFUL $185 MILLION CAPITAL CAMPAIGN TO UNITE THREE INSTITUTIONS (THE DALLAS MUSEUM OF NATURAL HISTORY, THE SCIENCE PLACE AND THE DALLAS CHILDREN'S MUSEUM) INTO ONE INTERACTIVE BUILDING. WITH THE MISSION TO "INSPIRE MINDS THROUGH NATURE AND SCIENCE," THE MUSEUM PROVIDES A WIDE VARIETY OF ACTIVITIES INCLUDING IN-DEPTH PERMANENT EXHIBITS, TRAVELING EXHIBITS, INTERACTIVE DISCOVERY STATIONS, ONSITE SCHOOL PROGRAMS, SCHOOL OUTREACH PROGRAMS, DISCOVERY CAMPS, FILMS AND WEEKEND ACTIVITIES FOR ADULTS, CHILDREN, AND FAMILIES. DURING FISCAL YEAR 2021, THE MUSEUM SERVED 413,567 VISITORS THROUGH ON-SITE VISITS, INCLUDING 137,990 SCHOOL-AGED CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,408,046 | ExpenseAmt |
| Revenue | $498,014 | RevenueAmt |
| Desc | THE MUSEUM IS DEDICATED TO INSPIRING CHILDREN TO PURSUE STEM CAREERS BY PROVIDING ENGAGING EDUCATIONAL TOOLS. THE MUSEUM PROVIDES HANDS-ON, LEARNING PROGRAMS FOR SCHOOL CHILDREN THAT SUPPORT THE TEXAS ESSENTIAL KNOWLEDGE AND SKILLS (TEKS) STANDARDS. TO ENSURE ACCESSIBILITY TO PEROT MUSEUM PROGRAMS, PARTICULARLY SCHOOLS SERVING STUDENTS ON FREE OR REDUCED LUNCH, THE MUSEUM PROVIDES FINANCIAL AID WITH FUNDS CONTRIBUTED BY INDIVIDUALS, CORPORATIONS AND FOUNDATIONS FOR THIS PURPOSE. AS COVID-19 PAUSED MANY EDUCATIONAL EFFORTS, THE MUSEUM EXPANDED ITS OFFERINGS TO INCLUDE VIRTUAL TRAINING AND PROGRAMMING SERVING 64,463 PARTICIPANTS IN FISCAL YEAR 2021. IN ADDITION, THE MUSEUM'S IN-PERSON EDUCATIONAL PROGRAMS SERVED 40,520 PARTICPANTS IN FISCAL YEAR 2021 THROUGH ONSITE AND OFFSITE ACITIVIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,273,183 | ExpenseAmt |
| Revenue | $169,602 | RevenueAmt |
| Desc | THE PEROT MUSEUM OPENED A NEW COLLECTIONS FACILITY IN MARCH 2020, ALLOWING THE MUSEUM'S COLLECTIONS TO BE CONSOLIDATED INTO ONE, STATE-OF-THE-ART FACILITY. THIS FACILITY PROVIDES AMPLE LAB AND WORKSPACES TO SUPPORT CONTINUED RESEARCH OF THE COLLECTIONS. IN ADDITION, PEROT MUSEUM PARTNERED WITH LOCAL AND REGIONAL ORGANIZATIONS SUCH AS THE UPPER TRINITY REGIONAL WATER DISTRICT TO PROVIDE TRAINING AND CONSULTING FOR FOSSIL PRESERVATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,748 | ExpenseAmt |
| Desc | THE HOGLUND FOUNDATION THEATER, A NATIONAL GEOGRAPHIC EXPERIENCE, IS A 3D THEATER WHICH PROVIDES VISITORS WITH AN ENGAGING EDUCATIONAL EXPERIENCE. IN RESPONSE TO THE COVID-19 PANDEMIC, THE THEATER CLOSED TEMPORARILY IN MARCH 2020 DID NOT OPEN IN FISCAL YEAR 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,748 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $16,548,266 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 315 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE WOODS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147565837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 N FIELD STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ABBY WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GOULD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL WADE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EARL SIMPKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC REEVES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FORREST HOGLUND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL SPANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAGOP KOZANIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACOB WALTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN HILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JAGGERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY COMPTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAC MCFARLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC CHRISTENSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA-CRISTINA JARAMILLO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARLENE SUGHRUE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY BEST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CARLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY PEROT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE SMALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM OKADA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIE VAUGHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROYCE RAMEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM BLOOM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON TINDELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA BEUERLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALT HUMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YASMIN BHATIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL TOBEY | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID CORRIGAN | ||||||
| CHAIR-ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN KATZ | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LANE BRITAIN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINDA ABRAHAM-SILVER | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $349,203 | $0 | $32,773 | Yes (X) | |
| MARIANNE BAERG | ||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | $31,282 | $0 | $9,041 | Yes (X) | |
| DAVID HUMPHRIES | ||||||
| CHIEF OPERATING OFFICER | 40.00 | $213,656 | $0 | $47,643 | Yes (X) | |
| KATHERINE STENESEN | ||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $212,998 | $0 | $15,364 | Yes (X) | |
| ANNE WOODS | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $179,338 | $0 | $24,116 | Yes (X) | |
| JESSICA CHAVEZ | ||||||
| CHIEF LEARNING OFFICER | 40.00 | $0 | $0 | $0 | Yes (X) | |
| ARTHUR FERRELL | ||||||
| VICE PRESIDENT OF HUMAN RESOURCES | 40.00 | $43,916 | $0 | $7,435 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,030,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,372 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BALFOUR BEATTY CONSTRUCTION | |||||
| 3100 MCKINNON 6TH FLOOR | DALLAS | TX | 75201 | GALLERY CONSTRUCTION | $1,579,153 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $539,462 |
| REDLEESCS INC | |||||
| 10425 OLYMPIC DRIVE SUITE A | DALLAS | TX | 75220 | JANITORIAL SERVICES | $493,490 |
| GUIDEIT | |||||
| 101 E PARK BLVD SUITE 1001 | PLANO | TX | 75074 | INFORMATION TECHNOLOGY | $478,736 |
| ENTECH SALES AND SERVICES INC | |||||
| 3404 GARDEN BROOK DR | DALLAS | TX | 752342444 | HVAC/PLUMBING/ELECTRICAL MAINTENANCE SER | $305,994 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,056,610 | MembershipDuesAmt |
| Government Grants | $5,553,705 | GovernmentGrantsAmt |
| All Other Contributions | $6,685,297 | AllOtherContributionsAmt |
| Noncash Contributions | $125,479 | NoncashContributionsAmt |
| Total Contributions | $14,295,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES - GENERAL | 900099 | $5,653,534 | $5,653,534 |
| PARKING REVENUE | 812930 | $751,464 | $751,464 |
| EDUCATION PROGRAMS | 611710 | $498,014 | $498,014 |
| STORE COMMISSIONS | 900099 | $349,211 | $349,211 |
| ALL OTHER | 900099 | $276,697 | $276,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,528,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,832 | TotalRevenueColumnAmt |
| Exclusion | $129,832 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $236,431 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $216,219 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,212 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,212 | TotalRevenueColumnAmt |
| Exclusion | $20,212 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,199,893 | SecuritiesAmt |
| Other | $3,379 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,189,357 | SecuritiesAmt |
| Other | $19,288 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,536 | SecuritiesAmt |
| Other | -$15,909 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,373 | TotalRevenueColumnAmt |
| Exclusion | -$5,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $139,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,274 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $139,274 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,108,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,668,194 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,671 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,181 | TotalAmt |
| Program Services | $926,532 | ProgramServicesAmt |
| Management And General | $426,249 | ManagementAndGeneralAmt |
| Fundraising | $266,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,298,288 | TotalAmt |
| Program Services | $2,147,517 | ProgramServicesAmt |
| Management And General | $1,708,812 | ManagementAndGeneralAmt |
| Fundraising | $441,959 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,026 | TotalAmt |
| Program Services | $1,308 | ProgramServicesAmt |
| Management And General | $30,710 | ManagementAndGeneralAmt |
| Fundraising | $2,008 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,781 | TotalAmt |
| Program Services | $215,691 | ProgramServicesAmt |
| Management And General | $109,376 | ManagementAndGeneralAmt |
| Fundraising | $26,714 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,041 | TotalAmt |
| Program Services | $248,723 | ProgramServicesAmt |
| Management And General | $146,149 | ManagementAndGeneralAmt |
| Fundraising | $47,169 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,345 | TotalAmt |
| Program Services | $197,345 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,546 | TotalAmt |
| Program Services | $27,881 | ProgramServicesAmt |
| Management And General | $16,077 | ManagementAndGeneralAmt |
| Fundraising | $3,588 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,330 | TotalAmt |
| Management And General | $180,330 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,671 | TotalAmt |
| Management And General | $89,671 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,895 | TotalAmt |
| Program Services | $65,531 | ProgramServicesAmt |
| Management And General | $257,164 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,602 | TotalAmt |
| Program Services | $626,083 | ProgramServicesAmt |
| Management And General | $21,049 | ManagementAndGeneralAmt |
| Fundraising | $65,470 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,472 | TotalAmt |
| Program Services | $427,192 | ProgramServicesAmt |
| Management And General | $192,483 | ManagementAndGeneralAmt |
| Fundraising | $164,797 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,001 | TotalAmt |
| Program Services | $29,375 | ProgramServicesAmt |
| Management And General | $798,626 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,768 | TotalAmt |
| Program Services | $316,768 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,161,230 | TotalAmt |
| Program Services | $2,999,287 | ProgramServicesAmt |
| Management And General | $160,978 | ManagementAndGeneralAmt |
| Fundraising | $965 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,669 | TotalAmt |
| Program Services | $30,029 | ProgramServicesAmt |
| Management And General | $3,588 | ManagementAndGeneralAmt |
| Fundraising | $52 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,533 | TotalAmt |
| Program Services | $1,707 | ProgramServicesAmt |
| Management And General | $9,607 | ManagementAndGeneralAmt |
| Fundraising | $219 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,406 | TotalAmt |
| Program Services | $67,985 | ProgramServicesAmt |
| Management And General | $14,421 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,272,919 | TotalAmt |
| Program Services | $7,911,458 | ProgramServicesAmt |
| Management And General | $361,461 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,196 | TotalAmt |
| Program Services | $57,702 | ProgramServicesAmt |
| Management And General | $115,494 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SERVICES & EQUI | $234,783 | $234,273 | $510 | |
| CATERING & HOSPITALITY | $52,799 | $15,724 | $28,607 | $8,468 |
| MISCELLANEOUS | $5,155 | $155 | $5,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,262,637 | TotalAmt |
| Program Services | $16,548,266 | ProgramServicesAmt |
| Management And General | $4,676,362 | ManagementAndGeneralAmt |
| Fundraising | $1,038,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,676 | BOYAmt |
| EOY | $5,534,477 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,427,331 | BOYAmt |
| EOY | $23,398,227 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,057 | BOYAmt |
| EOY | $2,266,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,732 | BOYAmt |
| EOY | $536,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,990 | BOYAmt |
| EOY | $1,443,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,911,274 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,036,660 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,169,493 | BOYAmt |
| EOY | $116,874,614 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,381,532 | BOYAmt |
| EOY | $30,513,503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,435,811 | BOYAmt |
| EOY | $180,567,137 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,047,168 | BOYAmt |
| EOY | $2,995,587 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,471 | BOYAmt |
| EOY | $766,153 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,730,829 | BOYAmt |
| EOY | $1,959,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,453,468 | BOYAmt |
| EOY | $5,721,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,043,435 | BOYAmt |
| EOY | $156,048,374 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,938,908 | BOYAmt |
| EOY | $18,797,290 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,982,343 | BOYAmt |
| EOY | $174,845,664 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,435,811 | BOYAmt |
| EOY | $180,567,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$154,160 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,017,481 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,275,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,682,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,472,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,183,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,091,379 | CurrentTaxYearAmt |
| Total | $47,705,326 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $527,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $872,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,579 | CurrentTaxYearMinus1YearAmt |
| Total | $2,003,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,850,919 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,209,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,344,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,212,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,091,379 | CurrentTaxYearAmt |
| Total | $49,708,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,158,739 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,550,119 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,152,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,401,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,775,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $366,263 | CurrentTaxYearAmt |
| Total | $5,753,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,461,891 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,762,120 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PROGRAM | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,126,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,135,127 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $816,096 | OtherExpendituresAmt |
| End Year Balance | $30,445,801 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,086,675 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,734,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $694,806 | OtherExpendituresAmt |
| End Year Balance | $25,126,770 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,548,031 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $202,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $664,019 | OtherExpendituresAmt |
| End Year Balance | $24,086,675 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,426,880 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,789,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $668,330 | OtherExpendituresAmt |
| End Year Balance | $24,548,031 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,661,063 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,394,292 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $628,475 | OtherExpendituresAmt |
| End Year Balance | $23,426,880 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64340 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.35661 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,142,142 | OtherCostOrOtherBasisAmt |
| Book Value | $21,142,142 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,217,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,729,873 | DepreciationAmt |
| Book Value | $83,487,288 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,500,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $700,000 | DepreciationAmt |
| Book Value | $800,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,039,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,076,330 | DepreciationAmt |
| Book Value | $1,962,717 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,012,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,530,457 | DepreciationAmt |
| Book Value | $9,482,467 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $116,874,614 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - EQUITIES | $14,416,852 | F |
| PRIVATELY MANAGED FUNDS - EQUITIES | $11,390,802 | F |
| PRIVATELY MANAGED FUNDS - ALTERNATIVE INVESTMENTS | $4,392,855 | F |
| PRIVATE EQUITY FUND | $312,994 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $30,513,503 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,262,698 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,017,481 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,192 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $216,219 | OtherRevenueAmt |
| Revenue Not Reported | $6,243,892 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,018,806 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $89,671 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $89,671 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,108,477 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,399,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,192 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $216,219 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $226,411 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,172,966 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $89,671 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $89,671 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,262,637 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | A PORTION OF THE COLLECTIONS OF THE MUSEUM ARE OWNED BY THE CITY OF DALLAS, AND A PORTION ARE OWNED BY THE MUSEUM. THE MUSEUM'S COLLECTIONS ARE COMPRISED OF OBJECTS OF HISTORICAL, CULTURAL OR SCIENTIFIC SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ACTIVITIES VERIFYING ITS EXISTENCE AND ASSESSING ITS CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM SALES OF COLLECTION ITEMS BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR PROVIDE FOR THE DIRECT CARE OF EXISTING COLLECTIONS. |
| PART III, LINE 4: | THE MUSEUM'S COLLECTIONS INCLUDE OVER 200,000 ITEMS COMPRISED OF ARTIFACTS, ECO-FACTS, ENTOMOLOGY, VERTEBRATE AND INVERTEBRATE PALEONTOLOGY, MALACOLOGY, ICHTHYOLOGY, HERPETOLOGY, ORNITHOLOGY AND MAMMAL SPECIMENS, AND COVER APPROXIMATELY 1.7 BILLION YEARS OF THE EARTH'S HISTORY. THE PEROT MUSEUM OF NATURE AND SCIENCE IS A COLLECTIONS-BASED, RESEARCH-DRIVEN NATURE AND SCIENCE MUSEUM DEDICATED TO FURTHERING AN UNDERSTANDING AND APPRECIATION OF THE NATURAL, TECHNOLOGICAL, AND SCIENTIFIC WORLD THROUGH COLLECTIONS-BASED RESEARCH, EDUCATIONAL PROGRAMS AND EXHIBITS. THE MUSEUM USES ITS COLLECTIONS TO SUPPORT ITS MISSION TO "INSPIRE MINDS THROUGH NATURE AND SCIENCE." |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR GENERAL OPERATIONS AT THE PEROT MUSEUM OF NATURE AND SCIENCE BUILDINGS IN VICTORY PARK AND POSTAL WAY. THE BOARD OF DIRECTORS ESTABLISHED A BOARD-DESIGNATED RESERVE FUND IN FISCAL 2013. THE PURPOSE OF THE ESTABLISHMENT OF SUCH FUNDS IS TO PROVIDE FOR FUTURE REPAIR OR REPLACEMENT BUILDING, EXHIBIT, TECHNOLOGY OR OPERATING COSTS AT THE BOARD'S DISCRETION. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX ON ITS INCOME, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC 740-10, INCOME TAXES, RELATED TO UNRECOGNIZED TAX POSITIONS. THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITIONS ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL DIRECT COSTS 216,219. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL DIRECT COSTS 216,219. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA ABRAHAM-SILVER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $349,203 | $0 | $0 | $0 | $0 | $0 | $11,200 | $0 | $21,573 | $0 | $381,976 | $0 | $0 | $0 |
| DAVID HUMPHRIES | ||||||||||||||
| CHIEF OPERATING OFFICER | $212,336 | $0 | $0 | $0 | $1,320 | $0 | $9,810 | $0 | $37,833 | $0 | $261,299 | $0 | $0 | $0 |
| KATHERINE STENESEN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $212,998 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,364 | $0 | $228,362 | $0 | $0 | $0 |
| ANNE WOODS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $179,338 | $0 | $0 | $0 | $0 | $0 | $5,555 | $0 | $18,561 | $0 | $203,454 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,479 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW STOCK | MethodOfDeterminingRevenuesTxt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | THE MUSEUM'S BROKER HAS STANDING INSTRUCTIONS TO IMMEDIATELY SELL ANY CONTRIBUTIONS OF SECURITIES. |
| PART I, LINE 33: | LINE 21-23, COLUMN C: $0 WAS REPORTED BECAUSE THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTION UNDER ASC 958-360-25 (FORMERLY SFAS 116). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ERIC REEVES, DIRECTOR, HAS A FAMILY RELATIONSHIP WITH NANCY PEROT, DIRECTOR; KELLY COMPTON, DIRECTOR HAS A FAMILY RELATIONSHIP WITH FORREST HOGLUND, DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | WITH RESPECT TO THE ORGANIZATION'S 32 CURRENT DIRECTORS, UP TO TWO ARE APPOINTED AT THE ORGANIZATION'S ANNUAL MEETING UPON THE SOLE AUTHORITY AND DISCRETION OF PETRUS MANAGEMENT HOLDING COMPANY, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | INDEPENDENT CPA FIRM PREPARES THE FORM 990 BASED ON INFORMATION FROM THE AUDIT AND OTHER INFORMATION AS REQUESTED FROM THE MUSEUM'S CEO. THE CFO AND THE CONTROLLER REVIEW THE PREPARED FORM 990 WITH THE CPA FIRM. THEN THE CFO CIRCULATES THE FORM 990 TO THE CEO, BOARD CHAIRMAN AND FINANCE & AUDIT COMMITTEE FOR REVIEW AND COMMENTS. ANY NECESSARY CHANGES ARE MADE AND THEN A COPY OF THE APPROVED FORM IS PROVIDED TO THE GOVERNING BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND STAFF RECEIVE A COPY OF THE CONFLICTS OF INTEREST POLICY AND ARE REQUIRED TO ACKNOWLEDGE IN WRITING THAT HE/SHE HAS READ, UNDERSTANDS AND WILL COMPLY WITH THE POLICY. A DISCLOSURE QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS TO COMPLETE SO THEY CAN DISCLOSE THEIR PERSONAL, BUSINESS, OR OTHER ORGANIZATIONAL INTEREST AND AFFILIATIONS AND THOSE OF PERSONS CLOSE TO THEM THAT COULD BE REASONABLY CONSTRUED AS BEING MUSEUM RELATED. THESE DISCLOSURE STATEMENTS ARE UPDATED ANNUALLY. IF THERE APPEARS TO BE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL GIVE THE MEMBER OR EMPLOYEE THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS SO THEY CAN VOTE ON WHETHER A CONFLICT EXISTS OR NOT. THE INTERESTED PARTY WILL BE ASKED TO LEAVE THE MEETING WHEN THE VOTE IS TAKEN. IF A CONFLICT EXISTS, THE GOVERNING BOARD OR COMMITTEE WILL DO FURTHER INVESTIGATION AND SEE IF THERE IS ANOTHER OPTION TO PURSUE. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE CEO WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD OF DIRECTORS OF THE MUSEUM. THE EXECUTIVE COMMITTEE REVIEWED THE CEO'S JOB PERFORMANCE VERSUS ANNUAL OBJECTIVES IN ADDITION TO USING COMPARABLE COMPENSATION DATA FROM OTHER ORGANIZATIONS' FORM 990S AND TAKING INTO CONSIDERATION THE OVERALL ECONOMIC/EMPLOYMENT SITUATION REGIONALLY. THE BOARD CHAIRMAN COMMUNICATES THE APPROVED COMPENSATION TO THE VICE PRESIDENT OF HUMAN RESOURCES AND CFO. THE CEO DISCUSSES HER RECOMMENDATIONS REGARDING SENIOR LEVEL COMPENSATION WITH THE EXECUTIVE COMMITTEE. THERE ARE A COMBINATION OF FACTORS WHICH DETERMINE SENIOR LEVEL COMPENSATION WHICH INCLUDE EMPLOYEE PERFORMANCE VERSUS POSITION OBJECTIVES, CURRENT COMPENSATION VERSUS PEER COMPENSATION, TO NAME A COUPLE. SENIOR LEVEL COMPENSATION IS COMMUNICATED BY THE CEO TO THE VICE PRESIDENT OF HUMAN RESOURCES AND THEN DOCUMENTED ON THE RATE CHANGE FORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES TO THE AUDIT PROCEDURE OCCURRED DURING THE FISCAL YEAR. |