WITTE MUSEUM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WITTE MUSEUM (EIN 74-1400537)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349325844
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:50:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741400537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITTE MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITT | BusinessNameControlTxt |
| Phone | 2103571900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 BROADWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782096396 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARISE MCDERMOTT | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2103571900 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARISE | PersonFirstNm |
| Person Last | MCDERMOTT | 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 | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARISE MCDERMOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 BROADWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782096396 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,808,033 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WITTEMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE SCH. O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 201 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,075,267 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,984,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $145,320 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,557,396 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $228,330 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$11,544 | PYOtherRevenueAmt |
| CY Other Revenue | $1,503,287 | CYOtherRevenueAmt |
| PY Total Revenue | $3,332,843 | PYTotalRevenueAmt |
| CY Total Revenue | $11,273,075 | 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 | $604,013 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,619,324 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $854,414 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,348,367 | PYOtherExpensesAmt |
| CY Other Expenses | $7,237,202 | CYOtherExpensesAmt |
| PY Total Expenses | $1,952,380 | PYTotalExpensesAmt |
| CY Total Expenses | $11,856,526 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,380,463 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$583,451 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,940,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,577,156 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,670,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,873,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,270,674 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,703,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCES IN NATURE, SCIENCE AND CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,411,700 | ExpenseAmt |
| Revenue | $1,464,282 | RevenueAmt |
| Desc | IN THIS PERIOD, APPROXIMATELY 214,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS AND SPEICAL EVENTS. THIS NUMBER IS MORE THAN PANDEMIC VISITATION BUT LESS THAN NORMAL FOR THE WITTE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,942,394 | ExpenseAmt |
| Revenue | $93,114 | RevenueAmt |
| Desc | THE WITTE MUSEUM HELD 478 PUBLIC PROGRAMS IN THIS PERIOD, INCLUDING PROGRAMS IN TEXAS HISTORY, ARCHAEOLOGY, ENVIRONMENTAL ECOLOGY, DINOSAURS, HEALTH AND WELLNESS AND STEM SUBJEXTS. APPROXIMATELY 13,800 PEOPLE ATTENDED STUDENT, FAMILY, AND ADULT PROGRAMS, GALLERY THEATER AND DEMONSTRATIONS, EDUCATOR WORKSHOPS, PROGRAMS, GALLERY THEATER AND DEMONSTRATIONS, EDUCATOR WORKSHOPS, AND LIVE REMOTE LEARNING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,204,562 | ExpenseAmt |
| Revenue | $234,722 | RevenueAmt |
| Desc | THE WITTE MUSEUM STORE OFFERS A VARIETY OF BOOKS, EDUCATIONAL TOYS AND LIMITED-TIME-ONLY SPECIAL PRODUCTS RELATED TO THE EXHIBITS AND PUBLIC PROGRAMMING. THESE ITEMS PROVIDE TAKE-AWAY EXPERIENCES THAT REINFORCE THE TRANSFORMATIVE EXPERIENCES IN NATURE, SCIENCE AND CULTURE OF THE MUSEUM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,558,656 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 103 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | 0 | 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 | MARISE MCDERMOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103571900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 BROADWAY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JJ FEIK | ||||||||
| PAST CHAIR | 10.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY WALKER | ||||||||
| COMMITTEE CHAIR | 2.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL ANDERSON | ||||||||
| COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY WEST TRAYLOR | ||||||||
| COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY RHODES | ||||||||
| COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HUNT | ||||||||
| COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MIKE BOLNER | ||||||||
| AT LARGE | 10.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACK STEIN | ||||||||
| AT LARGE | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN NAYLOR | ||||||||
| AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROIGO ARZAC | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER CHANDLER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAGALY CHOCANO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DUNHAM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB FINNEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DON GONZALES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC HONEYMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE HOWARD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB KILLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTEBAN LOPEZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE MCLAUCHLAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BUDDY MORRIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA PITTS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB SIGMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE TRAVIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRANDI VITIER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DIRK ELMENDORF | ||||||||
| CHAIR | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RYAN BERG | ||||||||
| VICE CHAIR | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| XAVIER URRUTIA | ||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK METCALFE | ||||||||
| TREASURER | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARISE MCDERMOTT | ||||||||
| PRESIDENT AND CEO | 60.00 | 2.50 | Yes (X) | $189,229 | $0 | $192,547 | Yes (X) | |
| MICHELE ANZLOVAR | ||||||||
| CHIEF FINANCIAL OFFICER | 55.00 | $91,984 | $0 | $362 | Yes (X) | |||
| BEATRICE QUINTANILLA-ABERCROMBIE | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 55.00 | $119,096 | $0 | $49,496 | Yes (X) | |||
| HEATHER RUSSO | ||||||||
| CHIEF OF ADVANCEMENT | 55.00 | $109,995 | $0 | $51,515 | Yes (X) | |||
| KIMBERLY BIFFLE | ||||||||
| CHIEF BUSINESS OFFICER | 55.00 | $110,717 | $0 | $30,367 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $621,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $324,287 | 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 |
|---|---|---|---|---|---|
| SHAFER SERVICES | |||||
| PO BOX 90029 | SAN ANTONIO | TX | 78209 | HVAC | $405,493 |
| LINBECK GROUP LLC | |||||
| PO BOX 22500 | HOUSTON | TX | 77227 | CONSTRUCTION | $207,032 |
| LAKEFLATO ARCHITECTS INC | |||||
| 311 THIRD ST STE 200 | SAN ANTONIO | TX | 78205 | ARCHITECTURAL | $201,975 |
| THE RK GROUP | |||||
| PO BOX 1361 | SAN ANTONIO | TX | 78295 | CATERING | $141,732 |
| BKD LLC | |||||
| 8200 W INTERSTATE 10 SUITE 900 | SAN ANTONIO | TX | 78230 | ACCOUNTING & AUDITING | $111,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $529,312 | MembershipDuesAmt |
| Fundraising | $511,410 | FundraisingAmt |
| Government Grants | $3,115,977 | GovernmentGrantsAmt |
| All Other Contributions | $3,827,363 | AllOtherContributionsAmt |
| Total Contributions | $7,984,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $1,464,282 | $1,464,282 |
| PUBLIC PROGRAMS FEES | 611710 | $93,114 | $93,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,557,396 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,818 | TotalRevenueColumnAmt |
| Exclusion | $96,818 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $773,390 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $773,390 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $773,390 | TotalRevenueColumnAmt |
| Exclusion | $773,390 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,512 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,512 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,512 | TotalRevenueColumnAmt |
| Exclusion | $131,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $640,068 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $511,410 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $305,283 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $334,785 | TotalRevenueColumnAmt |
| Exclusion | $334,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $464,397 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $229,675 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,722 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $153,500 | $153,500 |
| MISCELLANEOUS INCOME | 900099 | $6,890 | $6,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $160,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,273,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,792,118 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,496,895 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,774 | TotalAmt |
| Program Services | $243,464 | ProgramServicesAmt |
| Management And General | $81,155 | ManagementAndGeneralAmt |
| Fundraising | $81,155 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638,653 | TotalAmt |
| Program Services | $3,113,713 | ProgramServicesAmt |
| Management And General | $178,424 | ManagementAndGeneralAmt |
| Fundraising | $346,516 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,158 | TotalAmt |
| Program Services | $56,097 | ProgramServicesAmt |
| Management And General | $4,827 | ManagementAndGeneralAmt |
| Fundraising | $6,234 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,053 | TotalAmt |
| Program Services | $196,124 | ProgramServicesAmt |
| Management And General | $10,692 | ManagementAndGeneralAmt |
| Fundraising | $16,237 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,686 | TotalAmt |
| Program Services | $241,513 | ProgramServicesAmt |
| Management And General | $15,110 | ManagementAndGeneralAmt |
| Fundraising | $28,063 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,727 | TotalAmt |
| Program Services | $11,962 | ProgramServicesAmt |
| Management And General | $3,263 | ManagementAndGeneralAmt |
| Fundraising | $502 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,240 | TotalAmt |
| Program Services | $73,332 | ProgramServicesAmt |
| Management And General | $19,763 | ManagementAndGeneralAmt |
| Fundraising | $2,145 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,679 | TotalAmt |
| Management And General | $40,679 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,540 | TotalAmt |
| Program Services | $364,937 | ProgramServicesAmt |
| Management And General | $19,981 | ManagementAndGeneralAmt |
| Fundraising | $106,622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,389 | TotalAmt |
| Program Services | $439,233 | ProgramServicesAmt |
| Management And General | $903 | ManagementAndGeneralAmt |
| Fundraising | $181,253 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,618 | TotalAmt |
| Program Services | $656,193 | ProgramServicesAmt |
| Management And General | $21,907 | ManagementAndGeneralAmt |
| Fundraising | $39,518 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,983 | TotalAmt |
| Program Services | $1,070,910 | ProgramServicesAmt |
| Management And General | $9,828 | ManagementAndGeneralAmt |
| Fundraising | $9,245 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,740 | TotalAmt |
| Program Services | $537,766 | ProgramServicesAmt |
| Management And General | $5,487 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,457,386 | TotalAmt |
| Program Services | $2,408,238 | ProgramServicesAmt |
| Management And General | $24,574 | ManagementAndGeneralAmt |
| Fundraising | $24,574 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BUILDING AND EQUIPMENT | $686,256 | $672,530 | $6,863 | $6,863 |
| EXHIBITION MAINTENANCE | $472,644 | $472,644 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,856,526 | TotalAmt |
| Program Services | $10,558,656 | ProgramServicesAmt |
| Management And General | $443,456 | ManagementAndGeneralAmt |
| Fundraising | $854,414 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,399 | BOYAmt |
| EOY | $630,970 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,688 | BOYAmt |
| EOY | $313,527 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,671,421 | BOYAmt |
| EOY | $4,781,735 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,556 | BOYAmt |
| EOY | $648,910 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,219 | BOYAmt |
| EOY | $282,103 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,031 | BOYAmt |
| EOY | $272,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,948,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,511,132 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,180,173 | BOYAmt |
| EOY | $66,437,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,059,433 | BOYAmt |
| EOY | $6,005,659 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,984 | BOYAmt |
| EOY | $1,204,760 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,940,904 | BOYAmt |
| EOY | $80,577,156 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,262 | BOYAmt |
| EOY | $1,640,171 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,911 | BOYAmt |
| EOY | $85,162 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,929,767 | BOYAmt |
| EOY | $16,733,218 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,512 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,778 | BOYAmt |
| EOY | $415,149 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,670,230 | BOYAmt |
| EOY | $19,873,700 | 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 | $49,227,239 | BOYAmt |
| EOY | $47,945,905 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,043,435 | BOYAmt |
| EOY | $12,757,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,270,674 | BOYAmt |
| EOY | $60,703,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,940,904 | BOYAmt |
| EOY | $80,577,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$583,451 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $490,571 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$320,067 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$154,271 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $8,732,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,277,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,459,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,075,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,984,062 | CurrentTaxYearAmt |
| Total | $34,527,835 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,732,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,277,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,459,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,075,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,984,062 | CurrentTaxYearAmt |
| Total | $34,527,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,758,328 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,769,507 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,426,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,406,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,159,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $870,208 | CurrentTaxYearAmt |
| Total | $4,976,606 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,266,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,390 | CurrentTaxYearAmt |
| Total | $3,861,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,365,916 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,476,895 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68190 | 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,059,297 | BeginningYearBalanceAmt |
| Contributions | $422,187 | ContributionsAmt |
| Investment Earnings Or Losses | $718,793 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $155,850 | OtherExpendituresAmt |
| Administrative Expenses | $39,768 | AdministrativeExpensesAmt |
| End Year Balance | $6,004,659 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,524,858 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $534,439 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,059,297 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,294,294 | BeginningYearBalanceAmt |
| Contributions | $22,876 | ContributionsAmt |
| Investment Earnings Or Losses | $207,688 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,524,858 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,269,771 | BeginningYearBalanceAmt |
| Contributions | $11 | ContributionsAmt |
| Investment Earnings Or Losses | $24,512 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,294,294 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,190,837 | BeginningYearBalanceAmt |
| Contributions | $7,523 | ContributionsAmt |
| Investment Earnings Or Losses | $254,566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $183,155 | OtherExpendituresAmt |
| End Year Balance | $4,269,771 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $233,861 | OtherCostOrOtherBasisAmt |
| Book Value | $234,861 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,055,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,162,410 | DepreciationAmt |
| Book Value | $63,893,571 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,584,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,787,196 | DepreciationAmt |
| Book Value | $797,194 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,073,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,561,526 | DepreciationAmt |
| Book Value | $1,511,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,437,449 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUSEUM RENTAL DEPOSITS | $348,995 |
| CAPITAL LEASE LIABILITY-STEELCASE | $49,322 |
| NOTES PAYABLE WELLS FARGO | $16,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $415,149 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,013,606 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $490,571 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $215,235 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$154,271 | OtherRevenueAmt |
| Revenue Not Reported | $551,535 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,462,071 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,679 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$229,675 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$188,996 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,273,075 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,260,757 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $215,235 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $229,675 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $444,910 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,815,847 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,679 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,856,526 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -154,271. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -229,675. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 229,675. |
| SCHEDULE D, PART III, LINE 1A | WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ITEMS EXCLUDED FROM FINANCIAL STATEMENTS: OBJECTS FOR DISPLAY (COLLECTION) CONSIST PRIMARILY OF ITEMS OF HISTORICAL, ARTISTIC, SCIENTIFIC OR HUMANITIES SIGNIFICANCE. THE COLLECTION IS ESSENTIAL TO THE WITTE'S MISSION AND OBJECTS HELD FOR DISPLAY ARE NOT CAPITALIZED BY THE WITTE. THE WITTE HAS ESTABLISHED A COLLECTION PLAN AND POLIY AND STEWARDSHIP PROCEDURES FOR THE ACQUISITION, ACCESSION, DEACCESSION, LOAN AND CARE OF THE COLLECTION. PROCEEDS RECEIVED AS A RESULT OF ANY DEACCESSION ARE USED TO ACQUIRE AND CONSERVE OBJECTS HELD FOR DISPLAY. |
| SCHEDULE D, PART III, LINE 4 | THE ORGANIZATION'S COLLECTIONS AND EXEMPT PURPOSE: THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCE IN NATURE, SCIENCE AND CULTURE. |
| SCHEDULE D, PART V, LINE 4 | THE ORGANIZATION'S INTENDED USE FOR ENDOWMENT FUNDS: THE INTENDED USE OF THE ENDOWMENT FUNDS ALLOWS FOR UNRESTRICTED USES, GENERAL PURPOSES, OPERATING COSTS, ITEM PURCHASES, EXHIBITIONS, EDUCAITONAL PURPOSES, RESEARCH AND MAINTENANCE COSTS DEPENDING ON WHICH FUND IS USED. THE POLICY ALLOWS DISTRIBUTIONS NOT TO EXCEED 4% OF EARNINGS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GAME DINNER | Event1Nm |
| Gross Receipts Event1 | $1,151,478 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $511,410 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $640,068 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $91,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $33,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $180,783 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,151,478 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $511,410 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $640,068 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $91,500 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $33,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $180,783 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $305,283 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $334,785 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARISE MCDERMOTT | ||||||||||||||
| PRESIDENT AND CEO | $189,229 | $0 | $0 | $0 | $0 | $0 | $186,473 | $0 | $6,074 | $0 | $381,776 | $0 | $0 | $0 |
| BEATRICE QUINTANILLA-ABERCROMBIE | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $119,096 | $0 | $0 | $0 | $0 | $0 | $45,038 | $0 | $4,458 | $0 | $168,592 | $0 | $0 | $0 |
| HEATHER RUSSO | ||||||||||||||
| CHIEF OF ADVANCEMENT | $109,995 | $0 | $0 | $0 | $0 | $0 | $44,093 | $0 | $7,422 | $0 | $161,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | ESTABLISHING COMPENSATION: A COMMITTEE REVIEWS THE PERFORMANCE AND CONTRACT FOR THE PRESIDENT & CEO. DATA IS OBTAINED FROM OTHER NON-PROFIT ORGANIZATIONS AND SIMILAR LOCAL AND NATIONAL NON-PROFIT OPERATING ENTITIES, WHICH INCLUDE NATIONAL MUSEUMS WITH COMPARABLE OPERATIONS, CAPITAL AND EXPANSION EXECUTION. THE INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION WITH THE RECOMMENDATION FOR THE SALARY AND CONTRACT FOR THE PRESIDENT & CEO. THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CONTRACT IS REVIEWED ANNUALLY. THE REVIEW OF THE CONTRACT WAS PERFORMED IN SEPTEMBER 2021 FOR FISCAL YEAR 2022. (THE CONTRACT IS OCTOBER 2016 - SEPTEMBER 2021, AND HAS BEEN EXTENDED 2 YEARS TO DECEMBER 2023.) |
| SCHEDULE J, PART II, COLUMN C | THE AMOUNT OF COMPENSATION REPORTED IN 2021 INCLUDES SALARY REDUCTIONS DUE TO COVID-19 IMPACT, AND REPAYMENT OF LOST WAGES. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN NAYLOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Loan Purpose | OPERATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $500,000 | OriginalPrincipalAmt |
| Balance Due | $500,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $500,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Taxidermy TaxidermyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 94 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ARCHIVAL COLLECTIONS | Desc |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | ITEMS WERE COUNTED BY A COMBINATION OF BOTH THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. LINES 1-24 WERE COUNTED BY NUMBER OF ITEMS RECEIVED. LINE 25 (ARCHIVAL COLLECTIONS) WAS COUNTED BY NUMBER OF CONTRIBUTIONS. |
| SCHEDULE M, PART I, LINE 32B | USE OF THIRD PARTIES OR RELATED ORGANIZATIONS: THIRD PARTIES HAVE BEEN COMMISSIONED TO SELL DEACCESSIONED ITEMS IN THE MUSEUM'S COLLECTION THAT MEET AT LEAST ONE OF THE FOLLOWING CRITERIA: 1) IT IS NOT IN KEEPING WITH THE MISSION, GOALS AND COLLECTION PLAN OF THE WITTE MUSEUM; 2) IT IS NOT USEFUL FOR RESEARCH, EXHIBITION, OR EDUCATIONAL PROGRAMS IN THE FORESEEABLE FUTURE; 3) ITS CONDITION PREVENTS ITS USE OR POSES A THREAT TO OTHER ITEMS IN THE COLLECTION OR THE PEOPLE WHO CARE FOR THEM; 4) IT CANNOT BE ADEQUATELY STORED OR CARED FOR; 5) IT IS A DUPLICATE OR THERE ARE BETTER EXAMPLES OF IDENTICAL OR SIMILAR ITEMS IN THE COLLECTION; 6) IT LACKES AUTHENTICITY OR IS SO LACKING IN DOCUMENTATION THAT ITS VALUE FOR SCHOLARSHIP OR PUBLIC EDUCATION IS COMPROMISED. |
| SCHEDULE M, PART I, LINE 33 | PROPERTY NOT INCLUDED IN FINANCIAL STATEMENTS: THE WITTE DOES NOT CAPITALIZE ITS OBJECTS FOR DISPLAY. IT IS THE POLICY OF THE WITTE TO REQUIRE THAT PROCEEDS FROM SALES OF OBJECTS FOR DISPLAY BE USED TO ACQUIRE AND CONSERVCE OTHER OBJECTS FOR DISPLAY. BOTH DONATED AND PURCHASED OBJECTS HELD FOR DISPLAY ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCE IN NATURE, SCIENCE AND CULTURE. |
| FORM 990, PART III, LINE 4A | THE WITTE IS WHERE NATURE, SCIENCE AND CULTURE MEET, WITH MORE THAN 200,000 SQUARE FEET OF EXHIBITION AND PROGRAM SPACE, LOCATED ON 10 ACRES ALONG THE SAN ANTONIO RIVER. PERMANENT GALLERIES IN THE SUSAN NAYLOR CENTER INCLUDE THE NAYLOR FAMILY DINOSAUR GALLERY, MCLEAN FAMILY TEXAS WILD GALLERY, AND THE KITTIE WEST NELSON FERGUSON PEOPLE OF THE PECOS GALLERY. THE ROBERT J. AND HELEN C. KLEBERG SOUTH TEXAS HERITAGE CENTER FOCUSES ON THE HISTORY OF THE REGION, WHILE THE H-E-B BODY ADVENTURE FOCUSES ON HEALTH AND WELLNESS. COLLECTIONS ARE VISIBLE IN THE B. NAYLOR MORTON RESEARCH AND COLLECTIONS CENTER AND WINDOWS-ON-THE-WORLD EXHIBITIONS IN THE MAYS FAMILY CENTER PROVIDE A GLOBAL CONTEXT TO TEXAS. SEVEN LEARNING LABS SERVE AS THE FOUNDATION FOR THE WITTE'S HANDS-ON EXPERIENTIAL EDUCATION PROGRAMS. THE WITTE ALSO OWNS AN OFFSITE COLLECTIONS REPOSITORY, HOUSING 320,000 ARTIFACTS AND SEPCIMENS. THE WITTE HAS BEEN CONTINUOUSLY ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS SINCE 1974 AND IS A SMITHSONIAN AFFILIATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE WITTE MUSEUM'S PRESIDENT AND CEO, TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF ADMINISTRATIVE OFFICER REVIEW THE FORM 990 IN DRAFT FORM. IF CHANGES TO THE DRAFT ARE NECESSARY, THE CHANGES ARE COMPLETED PRIOR TO THE PRINTING OF THE FINAL FORM 990. THE FINAL FORM 990 IS AVAILABLE FOR REVIEW IN ELECTRONIC FORM, BY THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE WITTE MUSEUM'S BYLAWS CONTAIN A CONFLICT OF INTEREST POLICY, APPROVED BY THE BOARD OF TRUSTEES IN MAY OF 2020. THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF TRUSTEES, THE WITTE TEAM AND VOLUNTEERS. IN THE EVENT THAT A BOARD MEMBER HAS A CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO ABSTIAN FROM VOTING. ALL WITTE STAFF AND TRUSTEES SIGN A CODE OF ETHICS, WHICH WAS PASSED BY THE BOARD OF TRUSTEES IN JANUARY 2018. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW OF CEO/TOP MANAGEMENT OFFICIAL COMPENSATION: A COMMITTEE REVIEWS THE PERFORMANCE AND CONTRACT FOR THE PRESIDENT AND CEO. DATA IS OBTAINED FROM OTHER NON-PROFIT ORGNIZATIONS AND SIMILAR LOCAL AND NATIONAL NON-PROFIT OPERATING ENTITIES, WHICH INCLUDE NATIONAL MUSEUMS WITH COMPARABLE OPREATIONS, CAPITAL AND EXPANSION EXECUTION. THE INFORMATION IS PRESENTED TO THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION WITH THE RECOMMENDATION FOR THE SALARY AND CONTRACT FOR THE PRESIDENT AND CEO. THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CONTRACT IS REVIEWED ANNUALLY. THE REVIEW OF THE CONTRACT WAS PERFORMED IN SEPTEMBER 2021 FOR THE FISCAL YEAR 2022. (THE CONTRACT IS OCTOBER 2016 - SEPTEMBER 2021, AND WAS EXTENDED FOR 2 YEARS TO SEPTEMBER 2023. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER OFFICIAL COMPENSATION: THE PRESIDENT AND CEO REVIEWS THE PERFORMANCE AND COMPENSATION DATA FOR ALL OFFICERS. TOTAL COMPENSATION IS APPROVED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE WITTE MUSEUM MAKES ANY DOCUMENTS SUBJECT TO OPEN RECORD REQUIREMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A, COLUMN F | THE AMOUNT OF COMPENSATION REPORTED IN 2021 INCLUDES SALARY REDUCTIONS DUE TO COVID-19 IMPACT, AND REPAYMENT OF LOST WAGES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -154,271. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WITTE FOUNDATION | ||||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | 742755365 | SEE PART VII | TX | 501(C)(3) | LINE 12A, I | WITTE MUSEUM | Yes (1) |
| THE WITTE TITLE HOLDING COMPANY | ||||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | 460887994 | SEE PART VII | TX | 501(C)(2) | WITTE MUSEUM | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART II, LINE 1, COLUMN B | PRIMARY ACTIVITY: THE WITTE FOUNDATION PROVIDES SUPPORT TO THE WITTE MUSEUM BY OVERSEEING THE INVESTMENT OF FUNDS AND DISTRIBUTING INVESTMENT INCOME AND HOLDS THE TITLE TO THE COLLECTIONS OF THE WITTE MUSEUM AND THE B. NAYLOR MORTON RESEARCH AND COLLECTIONS CENTER. |
| SCHEDULE R, PART II, LINE 2, COLUMN B | PRIMARY ACTIVITY: THE WITTE TITLE HOLDING COMPANY'S PRIMARY PURPOSE IS TO FACILITATE REAL ESTATE FINANCING INCLUDING NEW MARKET TAX CREDITS TO SUPPORT THE WITTE MUSEUM'S PROGRAMS AND OPERATIONS. |