2018-08-15T14:06:08-05:00 2017-09-30 BKD LLP 10001 REUNION PLACE SUITE 400 SAN ANTONIO TX 782164137 990 2016-10-01 741400537 THE WITTE MUSEUM % MARISE MCDERMOTT WITT 2103571900 3801 BROADWAY SAN ANTONIO TX 782096396 MARISE MCDERMOTT PRESIDENT AND CEO 2103571924 2018-08-15 true Edward A Del Conte P01319569 2103419400 2016 2022-09-23 18:48:47Z MARISE MCDERMOTT PRESCEO 3801 BROADWAY SAN ANTONIO TX 782096396 24775032 false X WWW.WITTEMUSEUM.ORG X 1926 TX THE WITTE MUSEUM PROMOTES LIFE LONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. 31 31 178 277 0 0 11931376 16449720 1362788 2215172 -35347 483729 489321 1285952 13748138 20434573 0 0 0 0 4569785 5547752 0 0 1366778 7588139 9401594 12157924 14949346 1590214 5485227 82197681 92770072 20794099 25861479 61403582 66908593 X THE WITTE MUSEUM PROMOTES LIFE LONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. false false 5786492 75634 PUBLIC PROGRAMS AT THE WITTE MUSEUM INCLUDED 789 EVENTS. THESE EVENTS INCLUDED SCIENCE, NATURAL HISTORY, HISTORY AND OUTREACH PROGRAMS. APPROXIMATELY 71,056 CHILDREN AND ADULTS ATTENDED THESE PROGRAMS. THE PUBLIC PROGRAMS INCLUDE GALLERY THEATER, STUDENT WORKSHOPS, DEMONSTRATIONS AND PRESENTATIONS. 4354931 1843851 IN THE FISCAL YEAR 2016/2017, APPROXIMATELY 460,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS, AND SPECIAL EVENTS, OF WHICH 132,000 WERE CHILDREN AND 90,000 VISITED FREE OF CHARGE DURING WEEKLY FREE TUESDAY HOURS. (SEE SCHEDULE O FOR ADDITIONAL INFORMATION) 3080094 687554 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 LIFELONG LEARNING. PROCEEDS FROM THE MUSEUM STORE SUPPORT PUBLIC PROGRAMS OF THE MUSEUM. 13221517 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 149 0 true 178 true false false false false false true true false false false false X 31 31 false false false false false false false true true false false true true true true false false true true false X MARISE MCDERMOTT 2103571924 3801 BROADWAY SAN ANTONIO TX 78209 X MARK H METCALFE PAST CHAIR 2.0 0.5 X 0 0 0 DON GONZALES CHAIR 10.0 1.0 X X 0 0 0 J J FEIK 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 LANE RIGGS ASST. TREASURER 2.0 0.0 X X 0 0 0 EDDIE ALDRETE COMMITTEE CHAIR 2.0 0.0 X 0 0 0 DIRK ELMENDORF COMMITTEE CHAIR 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 DEBORAH GRAY MARINO COMMITTEE CHAIR 2.0 0.0 X 0 0 0 PEGGY WALKER COMMITTEE CHAIR 2.0 1.0 X 0 0 0 MICHAEL BOLNER AT LARGE 2.0 0.5 X 0 0 0 KATE ROGERS AT LARGE 2.0 0.0 X 0 0 0 CRAIG BROWNING 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 JOHN EDWARDS TRUSTEE 2.0 0.0 X 0 0 0 BETTY FELDMAN TRUSTEE 2.0 0.0 X 0 0 0 BRYAN GRUNDHOEFER TRUSTEE 2.0 0.0 X 0 0 0 ESTEBAN LOPEZ TRUSTEE 2.0 0.0 X 0 0 0 SUSAN MOULTON TRUSTEE 2.0 0.0 X 0 0 0 RYAN PAPE TRUSTEE 2.0 0.0 X 0 0 0 AMY PERRY TRUSTEE 2.0 0.0 X 0 0 0 RICHARD PRIOR TRUSTEE 2.0 0.0 X 0 0 0 MANUEL QUINONES TRUSTEE 2.0 0.0 X 0 0 0 EDWARD STEVES TRUSTEE 2.0 0.0 X 0 0 0 JESSE TRAVIS TRUSTEE 2.0 0.0 X 0 0 0 MARY WEST TRAYLOR 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 251972 0 38220 PRISCILLA SOTO CFO ENDING 6/2017 40.0 2.5 X 45240 0 1018 297212 0 39238 1 false true false LINEBECK 201 MAIN STREET STE 1801 FORT WORTH TX 76102 CONST. OF NEW WITTE 11942894 PACIFIC STUDIO 5311 SHILSHOLE AVENUE NW SEATTLE WA 98107 DESIGN OF EXHIBITS 5725113 GALLAGHER ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 CONST. OF NEW WITTE 1526878 DONNA LAWRENCE PRODUCTIONS 624 BAXTER AVE LOUISVILLE KY 40204 VIDEO PRODUCTION 404100 THE RK GROUP PO BOX 1361 SAN ANTONIO TX 78295 CATERING SERVICES 284896 13 763624 804075 2227000 12655021 285357 16449720 ADMISSIONS 900099 2059366 2059366 TUITION 611710 155806 155806 2215172 159864 159864 0 0 886725 7198 879527 0 879527 879527 3943221 0 3605147 14209 338074 -14209 323865 323865 251355 804075 288292 -36937 -36937 0 0 0 817480 425613 391867 391867 Miscellaneous Income 900099 51495 51495 51495 20434573 2607039 1377814 0 0 0 0 336450 303164 8183 25103 0 4414231 3977519 107355 329357 83248 75012 2025 6211 348939 314418 8486 26035 364884 328785 8874 27225 0 0 0 0 0 30933 30933 1105873 996466 26895 82512 1111079 1001157 27022 82900 1260970 1136219 30667 94084 0 0 1302284 1173445 31672 97167 170754 153861 4153 12740 0 0 536188 483142 13040 40006 0 2248672 2026205 54688 167779 180264 162430 4384 13450 EXHIBITION EXPENSES 999580 999580 MEMBERSHIP FEES 26828 24174 652 2002 EVENT EXPENSES 366650 10507 526 355617 . 0 61519 55433 1496 4590 14949346 13221517 361051 1366778 205605 1313523 220074 61735 15252645 9745054 72363 80765 0 0 0 0 7692524 7692524 265744 320242 245897 335696 79277976 11744772 53486669 67533204 3551931 3981682 0 0 0 0 0 6075 1204229 1699572 82197681 92770072 8667285 3710098 0 0 358745 496663 0 0 0 0 814853 994853 10770359 19000000 0 998320 182857 661545 20794099 25861479 X 41781095 52404898 15621405 10099031 4001082 4404664 61403582 66908593 82197681 92770072 5485227 19784 X false true X true false X 14492984 24686625 18574455 11931376 16449720 86135160 0 0 14492984 24686625 18574455 11931376 16449720 86135160 15509795 70625365 650643 699269 570392 335595 1046589 3302488 0 201814 262719 193936 357351 51495 1067315 90504963 10008896 0.78035 0.81107 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 4124339 49775 405975 389252 4190837 3969279 274998 119938 4124339 4324945 2144 -149811 208000 3969278 4294354 299914 269323 4324945 4286303 1000 348777 341726 4294354 0.00040 0.96660 0.03300 true false 1000 141143 142143 10637201 456272 10180929 59880011 6488967 53391044 3637835 1489321 2148514 4980786 3310212 1670574 67533204 0 Deposits Held 227914 661545 21041986 19784 95484 -30933 84335 20957651 -523078 -523078 20434573 15536975 95484 523078 618562 14918413 30933 30933 14949346 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 PROMOTES LIFELONG LEARNING THROUGH INNOVATIVE EXHIBITIONS, PROGRAMS AND COLLECTIONS IN NATURAL HISTORY, SCIENCE AND SOUTH TEXAS HERITAGE. 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. 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 2D OTHER ITEMS INCLUDED ON THE FINANCIALS NOT INCLUDED ON THE FORM 990: $ (30,933) INVESTMENT MANAGEMENT FEES SCHEDULE D, PART XI, LINE 4B OTHER AMOUNTS INCLUDED ON FORM 990 NOT INCLUDED ON THE FINANCIALS: $ (425,613) COST OF GOODS SOLD RECLASSED $ (90,267) FUNDRAISING EXPENSES RECLASSED $ (7,198) RENTAL EXPENSES RECLASSED ----------- $ (523,078) TOTAL SCHEDULE D, PART XII, LINE 2D OTHER ITEMS INCLUDED IN THE FINANCIALS NOT INCLUDED ON THE FORM 990: $ 425,613 COST OF GOODS SOLD RECLASSED $ 90,267 FUNDRAISING EXPENSES RECLASSED $ 7,198 RENTAL EXPENSES RECLASSED ----------- $ 523,078 TOTAL GAME DINNER 580725 425935 154790 78731 10000 92802 GALA 356075 280980 75095 35409 16873 4589 2 118630 97160 21470 21630 28258 1055430 804075 251355 35409 100361 26873 125649 288292 -36937 X X X X X false false false false false false false false false MARISE MCDERMOTT PRESIDENT AND CEO 251972 0 0 0 0 0 31460 0 6760 0 290192 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 2016 FOR FISCAL YEAR 2017. (THE CONTRACT IS OCTOBER 2016 - SEPTEMBER 2021). SUSAN MOULTON TRUSTEE OPERATIONS X 1000000 994853 false true true 994853 X 15 0 N/A X 0 N/A X 1 141143 FMV X 10 0 N/A X 73 0 N/A X 1 0 N/A X PRIZES & REFRESHMENTS 7 4150 MARKET VALUE X LIVE AUCTION DONATIONS 8 28900 MARKET VALUE X CATERING AND EVENTS 22 95484 MARKET VALUE X SILENT AUCTION 42 15680 MARKET VALUE 0 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 4B - PROGRAM SERVICES: THE NEW WITTE EXPANSION WAS COMPLETED AND OPENED TO THE PUBLIC IN MARCH 2017. THE EXPANSION INCLUDES THE FOLLOWING: THE SUSAN NAYLOR CENTER, WHICH INCLUDES THE NAYLOR FAMILY DINOSAUR GALLERY FEATURING FULL-SIZE CAST DINOSAUR SKELETONS, FOOTPRINTS, AND ARTIFACTS FROM TEXAS-BASED EXCAVATIONS; THE MCLEAN FAMILY TEXAS WILD GALLERY, WHERE WALK-THRU DIORAMAS SHOWCASE THE WILDLIFE FROM EIGHT ECOLOGICAL ZONES OF TEXAS; AND THE KITTIE WEST NELSON FERGUSON PEOPLE OF THE PECOS GALLERY, REVEALING PEOPLE FROM 5,000 YEARS AGO WITH ARTIFACTS FROM EXCAVATIONS AND VIRTUAL DISPLAYS OF ROCK ART, CONSIDERED TO BE THE "OLDEST ILLUMINATED MANUSCRIPTS" IN NORTH AMERICA. 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 COLLECTION CENTER AND WINDOW-ON-THE-WORLD EXHIBITIONS IN THE MAYS FAMILY CENTER PROVIDE A GLOBAL CONTEXT TO OUR REGION. AND THROUGHOUT, SEVEN NEW LEARNING LABS SERVE AS THE FOUNDATION FOR THE WITTE'S HANDS-ON EXPERIMENTAL EDUCATION PROGRAMS. THE CHANGING EXHIBITIONS INCLUDED NATIONAL GEOGRAPHIC PRESENTS EARTH EXPLORERS, ABOVE AND BEYOND, TEXAS ART OF EARLY DAYS TO NOW: THE WITTE COLLECTION, WHALES GIANTS OF THE DEEP, WILD WEATHER, AND JOSE ARPA ART EXHIBIT. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE WITTE MUSEUM'S PRESIDENT AND CEO, TREASURER, CONTROLLER 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. 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 2016 FOR FISCAL YEAR 2017. (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. THE WITTE FOUNDATION 3801 BROADWAY SAN ANTONIO TX 78209 742755365 SEE PART VII TX 501(C)(3) 7 WITTE MUSEUM true THE WITTE TITLE HOLDING COMPANY 3801 BROADWAY SAN ANTONIO TX 78209 460887994 SEE PART VII TX 501(C)(2) WITTE MUSEUM true false false false true false false false false false false true false false true true false false false false THE WITTE FOUNDATION D 150630 LOAN AMOUNT THE WITTE TITLE HOLDING COMPANY K 273000 MARKET VALUE THE WITTE FOUNDATION N 230994 COST SCHEDULE R, PART II, LINE 1, COLUMN B PRIMARY ACTIVITY: PROVIDES SUPPORT TO THE WITTE MUSEUM BY OVERSEEING THE INVESTMENT OF FUNDS AND DISTRIBUTION OF INVESTMENT INCOME. SCHEDULE R, PART II, LINE 2, COLUMN B PRIMARY ACTIVITY: HOLDS THE TITLE TO THE B. NAYLOR MORTON RESEARCH AND COLLECTIONS CENTER.