2020-08-13T11:59:53-05:00 2019-09-30 BKD LLP 8200 W Interstate 10 Suite 900 San Antonio TX 782303806 990 2018-10-01 741400537 THE WITTE MUSEUM % MARISE MCDERMOTT WITT 2103571900 3801 BROADWAY SAN ANTONIO TX 782096396 MARISE MCDERMOTT PRESIDENT AND CEO 2103571924 2020-08-15 true KEVIN ENSMINGER P01310558 2103419400 167.68.126.162 70238020202265000003 2020-08-13 P 36E0D68B96698C20B967E512A7FC782CFCA89276 BE0A31A758243A211B5121E3479AE29AFB0A3669 2018 2020-11-19 02:30:22Z MARISE MCDERMOTT PRESCEO 3801 BROADWAY SAN ANTONIO TX 782096396 15677413 false X WWW.WITTEMUSEUM.ORG X 1926 TX THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCES IN NATURE, SCIENCE AND CULTURE. 29 26 171 153 0 0 8732127 10277176 2142952 1610316 163187 212355 1855740 1775285 12894006 13875132 0 0 0 0 5594081 5425417 0 0 1099947 9637347 8749286 15231428 14174703 -2337422 -299571 89183556 86275233 24417838 21886072 64765718 64389161 X THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCES IN NATURE, SCIENCE AND CULTURE. false false 4165321 1366417 IN THE FISCAL YEAR 2018/2019, APPROXIMATELY 330,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS AND SPECIAL EVENTS, OF WHICH 130,000 WERE CHILDREN AND 55,000 VISITED FREE OF CHARGE DURING WEEKLY FREE TUESDAYS HOURS. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION.) 5534550 56050 PUBLIC PROGRAMS AT THE WITTE MUSEUM INCLUDED 811 EVENTS. THESE EVENTS INCLUDED SCIENCE, NATURAL HISTORY, HISTORY AND OUTREACH PROGRAMS. APPROXIMATELY 75,000 CHILDREN AND ADULTS ATTENDED THESE PROGRAMS. THE PUBLIC PROGRAMS INCLUDE GALLERY THEATER, STUDENT WORKSHOPS, DEMONSTRATIONS AND PRESENTATIONS. 2945988 509524 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. 12645859 true true false false false false false true false true true false false false true false false true false false false false false false true false false false false true false false false true false false false false true true false false false true true true false false true 121 0 true 171 true false false false false false true true false false false false false false X 29 26 false false false false false false false true true false false true true true true false false true true false X MARISE MCDERMOTT 2103571900 3801 BROADWAY SAN ANTONIO TX 78209 X JJ FEIK CHAIR 10.0 1.0 X X 0 0 0 DIRK ELMENDORF VICE CHAIR 10.0 1.0 X X 0 0 0 RYAN BERG SECRETARY 2.0 0.0 X X 0 0 0 JACK STEIN TREASURER 10.0 1.0 X X 0 0 0 DON GONZALES PAST CHAIR 2.0 0.5 X 0 0 0 EDDIE ALDRETE TRUSTEE 2.0 0.0 X 0 0 0 WALTER EMBREY COMMITTEE CHAIR 2.0 0.0 X 0 0 0 MARY ARNO COMMITTEE CHAIR 2.0 0.0 X 0 0 0 JESSE TRAVIS COMMITTEE CHAIR 2.0 0.0 X 0 0 0 PEGGY WALKER COMMITTEE CHAIR 10.0 1.0 X 0 0 0 MICHAEL BOLNER AT LARGE 2.0 0.5 X 0 0 0 MARK H METCALFE AT LARGE 2.0 0.5 X 0 0 0 MARY WEST TRAYLOR AT LARGE 2.0 0.0 X 0 0 0 BILL ANDERSON COMMITTEE CHAIR 2.0 0.0 X 0 0 0 INIGO ARZAC TRUSTEE 2.0 0.0 X 0 0 0 HEATHER CHANDLER TRUSTEE 2.0 0.0 X 0 0 0 DAVID DUNHAM TRUSTEE 2.0 0.0 X 0 0 0 ANTHONY EDWARDS TRUSTEE 2.0 0.0 X 0 0 0 ROB FINNEY TRUSTEE 2.0 0.0 X 0 0 0 BRYAN GRUNDHOEFER TRUSTEE 2.0 0.0 X 0 0 0 ROB KILLEN TRUSTEE 2.0 0.0 X 0 0 0 ESTEBAN LOPEZ TRUSTEE 2.0 0.0 X 0 0 0 DEBORAH GRAY MARINO TRUSTEE 2.0 0.0 X 0 0 0 SUSAN NAYLOR TRUSTEE 2.0 0.0 X 0 0 0 ERIC HONEYMAN TRUSTEE 2.0 0.0 X 0 0 0 ELIZABETH WEST TRUSTEE 2.0 0.0 X 0 0 0 MARISE MCDERMOTT PRESIDENT AND CEO 60.0 2.5 X X 260024 0 39588 ROBERT HUNT TRUSTEE 2.0 0.0 X 0 0 0 AMY RHODES TRUSTEE 2.0 0.0 X 0 0 0 260024 0 39588 1 false true false GUIDO BROTHERS CONSTRUCTION 8526 VIDOR SAN ANTONIO TX 78216 CONSTRUCTION 2285178 IMAGINE EXHIBITIONS 2870 PEACHTREE ROAD 418 ATLANTA GA 30305 EXHIBIT RENTAL 346770 PROST MARKETING INC 4007 MCCULLOUGH AVE 510 SAN ANTONIO TX 78212 MARKETING 217135 MECHANICAL MAINTENANCE OF TX 2121 CEE GEE SAN ANTONIO TX 78217 HVAC SERVICE 165481 THE RK GROUP PO BOX 1361 SAN ANTONIO TX 78295 CATERING 159819 8 453413 626067 495998 8701698 10277176 ADMISSIONS 900099 1417755 1417755 TUITION 611710 192561 192561 1610316 187485 187485 0 0 1219400 5836 1213564 0 1213564 1213564 1183347 1158477 24870 24870 24870 376278 626067 307206 69072 69072 0 0 0 652437 330762 321675 321675 MISCELLANEOUS INCOME 900099 170974 170974 170974 13875132 1931991 1665965 0 0 0 0 299613 270789 6894 21930 0 4346689 3928522 100016 318151 77392 69946 1781 5665 359224 324665 8266 26293 342499 309549 7881 25069 0 2835 2835 84531 84531 0 0 35030 35030 1335844 1207331 30737 97776 443032 400411 10194 32427 1062982 960719 24459 77804 0 0 1118160 1010590 25728 81842 143070 129306 3292 10472 0 0 821292 742281 18897 60114 0 2587072 2338186 59528 189358 248253 224370 5712 18171 EXHIBITION EXPENSES 573252 573252 MEMBERSHIP FEES 28191 25479 649 2063 EVENT EXPENSE 158520 33556 124964 BAD DEBT 36832 33289 847 2696 70390 63618 1620 5152 14174703 12645859 428897 1099947 964084 453396 60760 111419 7686414 7184126 254896 51194 0 0 0 0 7692524 7692524 283227 345816 356993 546011 78514608 14951182 65707079 63563426 4269772 4294296 0 0 0 0 4646 3217 1903161 2029808 89183556 86275233 2670572 2661074 0 0 718120 838253 0 0 0 0 994853 750000 18478936 15596613 998320 1464509 557037 575623 24417838 21886072 X 52445509 51964048 7497088 12425113 4823121 0 64765718 64389161 89183556 86275233 -299571 -76986 X false true X true false X 18574455 11931376 16449720 8732127 10277176 65964854 0 0 18574455 11931376 16449720 8732127 10277176 65964854 15653814 50311040 570392 335595 1046589 1426194 1406885 4785655 0 193936 357351 51495 245466 170974 1019222 71769731 12726239 0.70101 0.71639 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 4269771 11 24512 4294294 4190837 7523 254566 183155 4269771 4124339 49775 405975 389252 4190837 3969279 274998 119938 4124339 4324945 2144 -149811 208000 3969278 0.00040 0.94510 0.05450 true false 1000 233860 234860 10637201 922706 9714495 58581836 7633022 50948814 3415325 1816338 1598987 5645386 4579116 1066270 63563426 0 DEPOSITS HELD 292373 CAPITAL LEASE LIABILITY 251621 NOTES PAYABLE - WELLS FARGO 31629 575623 14456969 -76986 297932 220946 14236023 35031 -395922 -360891 13875132 15003413 297932 565809 863741 14139672 35031 35031 14174703 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 POLICY 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 EXPERIENCES 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, EDUCATIONAL PURPOSES, RESEARCH AND MAINTENANCE COSTS DEPENDING ON WHICH FUND IS USED. THE POLICY ALLOWS DISTRIBUTIONS NOT TO EXCEED 4% OF EARNINGS. SCHEDULE D, PART X, LINE 2 GUIDANCE IN ASC 740: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B OTHER AMOUNTS INCLUDED ON FORM 990 NOT INCLUDED ON THE FINANCIALS: $ (330,762) COST OF GOODS SOLD $ (59,324) FUNDRAISING EXPENSES $ (5,836) RENTAL EXPENSES ----------- $ (395,922) TOTAL SCHEDULE D, PART XII, LINE 2D OTHER ITEMS INCLUDED IN THE FINANCIALS NOT INCLUDED ON THE FORM 990: $ 330,762 COST OF GOODS SOLD $ 59,324 FUNDRAISING EXPENSES $ 5,836 RENTAL EXPENSES $ 169,887 INTEREST EXPENSE ---------- $ 565,809 TOTAL GAME DINNER 879501 539967 339534 80625 20000 146838 TRAILBLAZERS 94000 68900 25100 15738 15232 0 28844 17200 11644 28773 1002345 626067 376278 96363 20000 190843 307206 69072 X X X X X false false false false false false false false false MARISE MCDERMOTT PRESIDENT AND CEO 260024 0 0 0 0 0 32250 0 7338 0 299612 0 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 AUGUST 2017 FOR FISCAL YEAR 2018. (THE CONTRACT IS OCTOBER 2016 - SEPTEMBER 2021). SUSAN NAYLOR TRUSTEE OPERATIONS X 500000 500000 false true true MICHAEL BOLNER TRUSTEE OPERATIONS X 250000 250000 false true true 750000 X 1 N/A X 2 N/A X 2 N/A X 42 N/A X 1156 N/A X 644 N/A X ARCHIVAL RECORDS 3 0 N/A 2 false true true SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT SPECIFIED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. SCHEDULE M, PART I, LINE 32B USE OF THIRD PARTIES OR RELATED ORGANIZATIONS: THIRD PARTIES HAVE BEEN HIRED 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 LACKS AUTHENTICITY OR IS SO LACKING IN DOCUMENTATION THAT ITS VALUE FOR SCHOLARSHIP OR PUBLIC EDUCATION IS COMPROMISED; 7) DEACCESSIONING AND REPATRIATION ARE REQUIRED IN FULFILLMENT OF THE REQUIREMENTS OF NAGPRA AND ANY OTHER RELEVANT GOVERNMENTAL LAWS OR ACTS. 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 CONSERVE OTHER OBJECTS FOR DISPLAY, OR TO RETIRE THE DEBT INCURRED TO ACQUIRE DISPLAYED OBJECTS. BOTH DONATED AND PURCHASED OBJECTS HELD FOR DISPLAY ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION AS REQUIRED BY THE UNITED STATES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. FORM 990, PART III, LINE 4A - PROGRAM SERVICES: PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION: IN 2019, THE WITTE MUSEUM WELCOMED ITS ONE MILLIONTH VISITOR SINCE REOPENING AN EXPANDED CAMPUS IN MARCH 2017. THE MISSIONS OF THE MUSEUM IS FUTURE-FOCUSED: "THE WITTE MUSEUM INSPIRES PEOPLE TO SHAPE THE FUTURE OF TEXAS THROUGH TRANSFORMATIVE AND RELEVANT EXPERIENCES IN NATURE, SCIENCE AND CULTURE." THE WITTE WAS REACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS IN 2018 AND HAS BEEN CONTINUOUSLY ACCREDITED SINCE 1974. THE WITTE MUSEUM IS A SMITHSONIAN AFFILIATE. THE WITTE'S PERMANENT GALLERIES IN THE SUSAN NAYLOR CENTER INCLUDE THE NAYLOR FAMILY DINOSAUR GALLERY, MCCLEAN 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 OUR CURRENT STATE OF 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. AND THROUGHOUT, SEVEN LEARNING LABS SERVE AS THE FOUNDATION FOR THE WITTE'S HANDS-ON EXPERIENTIAL EDUCATION PROGRAMS. THE CHANGING EXHIBITIONS INCLUDED CONFLUENCE AND CULTURE: 300 YEARS OF SAN ANTONIO HISTORY; PLANET PIONEERS; THE ART OF TEXAS: 250 YEARS; SURVIVAL: THE EXHIBITION; CIRCUS IN THE CITY; MICHAEL NYE: MY HEART IS NOT BLIND; BLAST FROM THE PAST: FIESTA 1969; THE BIRDS AND THE BEES: POLLINATORS IN NATURE, SCIENCE AND CULTURE; ANCESTRAL VISIONS: YARN PAINTINGS OF A HUICHOL SHAMAN. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE WITTE MUSEUM'S PRESIDENT AND CEO, TREASURER, VP OF FINANCE, 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. THE BYLAWS ARE REVIEWED ANNUALLY TO MONITOR COMPLIANCE WITH THIS POLICY. THE CONFLICT OF INTEREST POLICY IS ALSO GIVEN, AND APPLIES, TO THE BOARD OF DIRECTORS. IN THE EVENT THAT A BOARD MEMBER HAS A CONFLICT OF INTEREST, HE/SHE IS REQUIRED TO ABSTAIN FROM VOTING. ALL WITTE STAFF AND TRUSTEES SIGN A CODE OF ETHICS, WHICH WAS PASSED BY THE BOARD OF TRUSTEES IN NOVEMBER 2017. FORM 990, PART VI, SECTION B, LINE 15A 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 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 AND CEO. THE CONTRACT IS APPROVED BY THE EXECUTIVE COMMITTEE. THE CONTRACT IS REVIEWED ANNUALLY. THE REVIEW OF THE CONTRACT WAS PERFORMED IN AUGUST 2017 FOR FISCAL YEAR 2018. (THE CONTRACT IS OCTOBER 2016 - SEPTEMBER 2021). 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 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: THE WITTE MUSEUM MAKES ANY DOCUMENTS SUBJECT TO OPEN RECORD REQUIREMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WITTE FOUNDATION 3801 BROADWAY SAN ANTONIO TX 78209 742755365 SEE PART VII TX 501(C)3 7 WITTE MUSEUM true THE WITTE TILE HOLDING 3801 BROADWAY SAN ANTONIO TX 78209 460887994 SEE PART VII TX 501(C)2 WITTE MUSEUM true false false false false false false false false false false true false false true true false false false false THE WITTE TITLE HOLDING COMPANY K 273000 MARKET VALUE 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 TITLE TO THE STORAGE FACILITY FOR THE COLLECTIONS OF THE WITTE MUSEUM. SCHEDULE R, PART II, LINE 2, COLUMN B PRIMARY ACTIVITY: THE WITTE TITLE HOLDING COMPANY HOLDS THE TITLE TO THE B. NAYLOR MORTON RESEARCH AND COLLECTIONS CENTER.