2017-05-15T16:58:10-07:00 2016-09-30 990 2015-10-01 742689943 SAN ANTONIO MUSEUM OF ART SANA 2109788137 200 W Jones Avenue San Antonio TX 78215 Katherine C Luber Executive Director 2109788111 2017-05-15 2015 2021-01-29 14:40:06Z Katherine C Luber 200 W Jones Avenue San Antonio TX 78215 13397671 0 X www.samuseum.org X 1993 TX THE MUSEUM HAS A MISSION TO PRESENT SIGNIFICANT ARTISTIC ACHIEVEMENT OF THE WORLD'S CULTURES FROM ANCIENT TIMES TO PRESENT, AND THROUGH AESTHETIC AND EDUCATIONAL EXPERIENCES, TO PROMOTE A DEEPER UNDERSTANDING OF HUMAN CULTURES, VALUES AND TRADITIONS FOR VISITORS OF ALL AGES. 52 52 136 205 0 0 6830324 5804019 908182 1100657 2849264 1859003 85515 490112 10673285 9253791 0 0 0 0 3968538 4414005 0 0 756320 4337696 4433422 8306234 8847427 2367051 406364 75354499 78139178 581596 797967 74772903 77341211 THE MUSEUM HAS A MISSION TO PRESENT SIGNIFICANT ARTISTIC ACHIEVEMENT OF THE WORLD'S CULTURES FROM ANCIENT TIMES TO PRESENT, AND THROUGH AESTHETIC AND EDUCATIONAL EXPERIENCES, TO PROMOTE A DEEPER UNDERSTANDING OF HUMAN CULTURES, VALUES AND TRADITIONS FOR VISITORS OF ALL AGES. 0 0 7360616 0 1397710 THE SAN ANTONIO MUSEUM OF ART (SAMA) COLLECTS, PRESERVES, EXHIBITS AND INTERPRETS SIGNIFICANT WORKS OF ART REPRESENTING A BROAD RANGE OF HISTORY AND WORLD CULTURES. IN ACCORDANCE WITH THE HIGHEST PROFESSIONAL STANDARDS, THE MUSEUM HOLDS THESE COLLECTIONS FOR THE BENEFIT OF THE COMMUNITY AND FUTURE GENERATIONS. IT IS THE MUSEUM'S RESPONSIBILITY TO EDUCATE AND ENGAGE DIVERSE AUDIENCES, PROVIDE TRANSFORMATIONAL EXPERIENCES, STRENGTHEN OUR SHARED UNDERSTANDING OF HUMANITY, AND ENCOURAGE A SENSE OF WONDER AND DISCOVERY. 0 0 0 7360616 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 79 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 52 52 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Lisa Tapp 2109788137 200 W Jones Avenue San Antonio TX 78215 Marie Halff Chair 4 0 X X 0 0 0 W Richey Wyatt Secretary 2 0 X X 0 0 0 Jorge del Alamo Treasurer 4 0 X X 0 0 0 Claudia Huntington Vice Chair 4 0 X X 0 0 0 Martha S Avant Trustee 2 0 X 0 0 0 Dale F Dorn Trustee 2 0 X 0 0 0 John Eadie Trustee 2 0 X 0 0 0 Thomas Edson Trustee 2 0 X 0 0 0 Anthony Edwards Trustee 2 0 X 0 0 0 Barbara Gentry Trustee 2 0 X 0 0 0 Claire Golden Trustee 2 0 X 0 0 0 Chave Gonzaba Trustee 2 0 X 0 0 0 Emory Hamilton Trustee 2 0 X 0 0 0 Edward Hart Trustee 2 0 X 0 0 0 Rose Marie Hendry Trustee 2 0 X 0 0 0 Karen Herrmann Trustee 2 0 X 0 0 0 Karen Hixon Trustee 2 0 X 0 0 0 Candace Humphreys Trustee 2 0 X 0 0 0 Harriet Kelley Trustee 2 0 X 0 0 0 Rosario Laird Trustee 2 0 X 0 0 0 Kim Lewis Trustee 2 0 X 0 0 0 Gilbert Lang Mathews Trustee 2 0 X 0 0 0 Stephen D McCreary Trustee 2 0 X 0 0 0 Bruce Mitchell Trustee 2 0 X 0 0 0 Thomas I Oconnor Trustee 2 0 X 0 0 0 Col William Dean Rasco Trustee 2 0 X 0 0 0 Roxana M Richardson Trustee 2 0 X 0 0 0 Corinna Richter Trustee 2 0 X 0 0 0 Elizabeth McAllen Roberts Trustee 2 0 X 0 0 0 William Scanlan Trustee 2 0 X 0 0 0 Banks M Smith Trustee 2 0 X 0 0 0 Beth Smith Trustee 2 0 X 0 0 0 Nancy Steves Trustee 2 0 X 0 0 0 Ruth Eilene Sullivan Trustee 2 0 X 0 0 0 Rich Walsh Trustee 2 0 X 0 0 0 Suzanne Ware Trustee 2 0 X 0 0 0 Mark E Watson Trustee 2 0 X 0 0 0 Kenneth L Wilson Trustee 2 0 X 0 0 0 Karen Lee Zachry Trustee 2 0 X 0 0 0 Lila Cockrell Trustee 2 0 X 0 0 0 Eva Garza Laguera Trustee 2 0 X 0 0 0 Jane H Macon Trustee 2 0 X 0 0 0 Janey B Marmion Trustee 2 0 X 0 0 0 Ann R Roberts Trustee 2 0 X 0 0 0 John J Roberts Trustee 2 0 X 0 0 0 Nelson A Rockefeller Jr Trustee 2 0 X 0 0 0 Marie Schwartz Trustee 2 0 X 0 0 0 Lenora P Brown Trustee 2 0 X 0 0 0 Betty Kelso Trustee 2 0 X 0 0 0 Peggy Mays Trustee 2 0 X 0 0 0 Patsy Steves Trustee 2 0 X 0 0 0 Ken Mitts CFO 40 0 X X 39076 0 0 Katherine C Luber Director 40 0 X 206681 0 0 William Rudolph Chief Curator 40 0 X 105975 0 0 Kimberly Britton Director of Development 40 0 X X 127372 0 0 479104 0 0 3 1 1 0 CPS Energy P O BOX 2678 SAN ANTONIO TX 78289 Electric and Gas Utilities 382305 Blue Cross Health Insurance P O Box 731428 Dallas TX 75373 Health Insurance 220228 The RK Group P O BOX 1361 SAN ANTONIO TX 78295 Catering 145700 Museum of Fine Arts Boston 465 HUNTINGTON AVE BOSTON MA 02115 Museum 128062 Harry Halff Fine Art P O BOX 6888 SAN ANTONIO TX 78209 Fine Art Dealer 112500 6 0 1178212 266875 0 387924 3971008 0 5804019 Admissions 900099 371937 371937 0 0 Museum Rental 532000 33392 33392 0 0 Gain on Involuntary Conversion 900099 645200 645200 0 0 Auxiliary Programs 900099 50128 50128 0 0 0 0 0 0 1100657 577185 0 0 577185 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5049944 0 3768126 0 1281818 0 1281818 0 0 1281818 568813 266875 292605 276208 0 276208 0 0 0 0 0 0 297053 83149 213904 213904 0 0 0 9253791 1314561 0 2135211 0 0 0 0 0 0 0 0 531339 389341 73432 68566 0 0 0 0 3087223 2692082 184692 210449 67607 62868 2171 2568 435028 377970 33572 23486 292808 230177 42307 20324 0 0 0 0 0 0 0 0 22874 0 22874 0 0 0 0 0 0 0 0 0 0 0 502364 332009 54868 115487 211663 209172 309 2182 546327 413260 61728 71339 177368 172745 3094 1529 0 0 0 0 606809 541695 31627 33487 195475 186318 658 8499 0 0 0 0 26504 20460 3050 2994 0 0 0 0 0 0 0 0 1017992 834548 89101 94343 70850 67864 2986 0 Cartage 172896 172896 0 0 Hospitality 205428 99480 19037 86911 Equipment Rental 172387 84683 87704 0 Collection Objects 320050 320050 0 0 184435 152998 17281 14156 8847427 7360616 730491 756320 198351 0 8819196 10232893 4114044 3246007 8117 5635 0 0 0 0 0 0 65665 94740 51570 42804 34489138 18132720 16284963 16356418 45812593 48160681 0 0 0 0 0 0 75354499 78139178 523867 416151 0 0 57729 15500 0 0 0 0 0 0 0 0 0 0 0 366316 581596 797967 X 16817964 16166821 18852968 21523656 39101971 39650734 74772903 77341211 75354499 78139178 406364 2371988 0 -210044 0 0 X 0 1 X 1 0 X 4743665 9044342 11628262 6795060 5467854 37679183 0 0 0 0 0 0 0 0 0 0 0 0 4743665 9044342 11628262 6795060 5467854 37679183 8476556 29202627 701333 775760 835599 831243 577185 3721120 0 0 0 0 0 0 13860 23720 13245 13905 17497 82227 41482530 8130408 0.70397 0.6034 X Schedule A, Part II, Line 10 Other income is almost entirely interest income on bank accounts, not included with investment income above. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X 0 45812593 0 4208141 0 1650000 210050 48160684 51707762 0 -3938544 0 1956625 0 45812593 45054637 4700956 4307808 0 2355639 0 51707762 41065970 1019957 4875591 0 1906881 0 45054637 37701430 663711 4904014 0 2203185 0 41065970 0.009 0.758 0.233 1 0 3622136 0 3622136 28060511 0 18132720 9927791 6461 0 0 6461 1644323 0 0 1644323 1155707 0 0 1155707 16356418 0 Construction in Process 366316 366316 X 11498883 2371988 0 0 -126896 2245092 9253791 0 0 0 9253791 8930575 0 0 0 83148 83148 8847427 0 0 0 8847427 Schedule D, Part III, Line 1 The Museum's collections are made up of artifacts of historical significance, scientific specimens, and art objects that are held for education, research, scientific, and curatorial purposes. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sales to be used to acquire other items for collections. Contributions include only recoded cash receipts and pledges and do not include gifts of works of art received by the Museum. Prior to 1997, the Museum capitalized the cost of purchased collections items. In 1997, as required by GAAP, the Museum established a new accounting policy that art objects held for display, either purchased by the Museum or donated to the Museum, are not included in the Statements of Financial Position. Purchased are work is expensed in the year of purchase. Art collection expense was $320,050 and $132,900 for the year ended September 30 2016 and 2015, respectively. Schedule D, Part III, Line 4 The Museum is considered an encyclopedic collection and includes a wide variety of items, including those from antiquities, Asian art, modern and contemporary art, Latin American art, Texas art, and Oceanic art, for example. Schedule D, Part V, Line 4 The majority of the endowment funds are used to support operations, in particular certain staff and to maintain galleries. Other funds are used to fund exhibitions, educational programs and art acquisition. Schedule D, Part X, Line 2 The Museum is exempt from federal income taxes under Section 501 (c) (3) of the Internal Revenue Code (the IRC). The Museum follows the provisions of FASB ASC 740-10 on Accounting for Uncertainty in Income Taxes, which requires recognition and disclosure of uncertain tax positons in the financial statements. The Museum's management believes that it has appropriate support for any tax positions taken and that it has no material uncertain tax positions. Accordingly, it will not recognize any related liability. For the years ended September 30, 2016 and 2015, the Museum did not recognize any interest or penalties in the financial statements. Tax years after 2013 remain open to examination by the taxing jurisdictions to which the Museum is subject, and these periods have not been extended beyond the applicable statute of limitations. Schedule D, Part XI, Line 2d Realized gains per the financials were shown net of investment management fees of $210,044 Gift shop revenues were not shown net of cost of goods sold of $83,148. These net to $126,896. Schedule D, Part XII, Line 2d Gift Shop Inventory Purchases of $83,149 2016 Gala 707400 246875 460525 0 0 70319 95770 0 64809 Destination Munich 120313 20000 100313 0 0 227 27878 0 15786 9 7975 0 7975 0 0 0 12418 0 5398 835688 266875 568813 0 0 70546 136066 0 85993 292605 276208 X X 1 1 X X 0 0 0 0 0 0 0 1 0 Katherine C Luber Director 185661 0 15450 0 0 0 0 0 5570 0 206681 0 191663 0 Kimberly Britton Director of Development 118828 0 450 0 0 0 0 0 8094 0 127372 0 0 William Rudolph Chief Curator 98922 0 450 0 0 0 0 0 6603 0 105975 0 Schedule J, Part I, Line 1a The Executive Director and the Curators have accounts called Discretionary accounts but uses of these accounts are limited to museum related expenses such as business travel, book purchases, and memberships to national museum organizations. The Executive Director pays for membership in two private dining clubs in San Antonio from these funds. Schedule J, Part I, Line 3 The board uses salary surveys from other museums and from the San Antonio Area Foundation to ensure that the Executive Director's salary is appropriate prior to approving it. Schedule J, Part I, Line 7 Bonuses were awarded to certain members of the management team at year end by the board. X 218 0 0 X 7 48869 net proceeds 0 0 1 1 Schedule M, Part I, Line 32b SAMA uses UBS Bank to receive and sell any gifts of stocks or securities and remit all proceeds to SAMA. Form 990, Part VI, Section B, Line 11b The Form 990 was reviewed in draft by the Finance Committee and the final form was distributed to the entire board prior to filing. Form 990, Part VI, Section B, Line 12c The trustees are provided with a copy of the bylaws and conflict of interest policy. They are asked to disclose any potential conflicts annually. Form 990, Part VI, Section B, Line 15 The Executive Committee reviews the salary of the CEO and approves any salary adjustments or bonuses for her. Data from comparable organizations is used. Form 990, Part VI, Section C, Line 19 The financial statements are summarized in the annual report, which is both printed in hard copy and distributed and also posted on the website. Access to the other documents mentioned may be granted on request.