2014-08-15T14:25:36-05:00 2013-09-30 BKD LLP 10001 REUNION PLACE STE 230 SAN ANTONIO TX 78216 990 2012-10-01 741400537 THE WITTE MUSEUM % MARISE MCDERMOTT WITT 2103571900 3801 BROADWAY Suite SAN ANTONIO TX 782096396 MARISE MCDERMOTT 2103571900 2014-08-15 true John R Bruce CPA 2103419400 2012 2015-11-30 17:44:51Z MARISE MCDERMOTT PRESCEO 3801 BROADWAY SAN ANTONIO TX 782096396 20214005 false X WWW.WITTEMUSEUM.ORG X 1926 TX THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. 34 34 147 169 0 4779306 14492984 1074382 2573789 184604 252084 352552 733258 6390844 18052115 0 0 0 0 3128885 3463681 0 0 892773 3355649 3976334 6484534 7440015 -93690 10612100 28337432 33819944 4062543 3670238 24274889 30149706 X THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH EXHIBITIONS, PROGRAMS, AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. false false 3710489 2490753 IN THE FISCAL YEAR OF 2012/2013 ABOUT 437,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS, AND SPECIAL EVENTS. (SEE SCHEDULE O FOR FURTHER DESCRIPTION) 2334694 83036 PUBLIC PROGRAMS AT THE WITTE MUSEUM INCLUDED 2,428 EVENTS. THESE EVENTS INCLUDED SCIENCE, NATURAL HISTORY, TEXAS HISTORY, AND OUTREACH PROGRAMS. APPROXIMATELY 79,232 CHILDREN AND ADULTS ATTENDED THESES PROGRAMS. THE PUBLIC PROGRAMS INCLUDE STUDENT WORKSHOPS AND PRESENTATIONS. AUDIENCES FOR GALLERY THEATER AND DEMONSTRATIONS WERE APPROXIMATELY 380,000. 186940 355270 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. 98440 6330563 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 false false false false false true true false false false true true true false false true 66 0 true 147 true false false false false false true true false false false false X 34 34 false false false false false false false true true false false true true true true true false true true false X MARISE MCDERMOTT 2103571900 3801 BROADWAY SAN ANTONIO TX 78209 X PEGGY W WALKER 10.0 1.0 X X 0 0 0 MARK H METCALFE 10.0 1.0 X X DON GONZALEZ 10.0 0.0 X X JJ FEIK 10.0 0.0 X X MICHAEL J BOLNER 2.0 0.0 X DON FROST 2.0 0.0 X TY GRIESENBECK 2.0 0.0 X JACK JUDSON 2.0 0.0 X JACK STEIN 2.0 0.0 X RYAN BERG 2.0 0.0 X SAM DAWSON 2.0 0.5 X RANDY W PETROSKY 2.0 0.0 X RICHARD PRIOR 2.0 0.0 X KATE ROGERS 2.0 0.0 X MARY MARGARET AMBERSON 2.0 0.0 X MARY ARNO 2.0 0.0 X CRAIG BROWNING 2.0 0.0 X JOHN EDWARDS 2.0 0.0 X DIRK ELMENDORF 2.0 0.0 X WALTER EMBREY 2.0 0.0 X BETTY FELDMAN 2.0 0.0 X JOE GORDER 2.0 0.0 X MILTON GUESS 2.0 0.0 X LINDA LEYENDECKER GUTIERREZ 2.0 0.0 X JIM HALFF 2.0 0.0 X DEBBIE MARINO 2.0 0.0 X WHITNEY SOLCHER MILLER 2.0 0.0 X SUSAN MOULTON 2.0 0.0 X RYAN PAPE 2.0 0.0 X JUSTIN PEELER 2.0 0.0 X MANUEL QUINONES 2.0 0.0 X AMY BANNER SARALEGUI 2.0 0.0 X EDWARD STEVES 2.0 0.0 X JILL VASSAR 2.0 0.0 X MARISE MCDERMOTT 60.0 2.5 X 178300 11787 ROBERTA S MILLICAN 40.0 2.5 X 100555 6469 BEATRICE ABERCROMBIE 40.0 0.0 X 77764 8245 RANDALL WEBSTER 40.0 0.0 X 77263 8359 MICHAEL SPRAGUE 40.0 0.0 X 79483 5875 KIM BIFFLE 40.0 0.0 X 72038 5628 RALPH VOIGHT 40.0 0.0 X 64556 10509 HEATHER RUSSO 40.0 0.0 X 66710 7796 716669 0 64668 4 false true false LakeFlato Architects Inc 311 Third St Ste200 San Antonio TX 78205 Architect Services 184091 Guido Brothers Construction 8526 Vidor San Antonio TX 78216 Construction 1737758 MUSEUM ARTS INC 2639 FREEWOOD DR DALLAS TX 78220 EXHIBIT DESIGN 420000 THE ATKINS GROUP 501 SOLEDAD SAN ANTONIO TX 78205 ADVERTISING 254610 REVOLUTION MEDIA 5550 TOPANGA CANYON BLVD STE 130 WOODLAND HILLS CA 91367 ADVERTISING 179412 10 510535 495743 8484780 5001926 436991 14492984 ADMISSIONS 900099 2490753 2490753 TUITION 611710 83036 83036 2573789 147351 147351 0 0 630323 211763 418560 0 418560 418560 1511723 1388918 18072 122805 -18072 104733 104733 129337 495743 242386 -113049 -113049 0 656021 300751 355270 355270 MISCELLANEOUS REVENUE 72477 72477 72477 18052115 2929059 630072 0 0 0 0 739399 622834 22765 93800 0 2403395 2024503 73999 304893 75672 63742 2330 9600 0 245215 206557 7550 31108 0 0 0 0 0 0 574345 483800 17684 72861 355212 299213 10937 45062 793965 668798 24445 100722 0 0 769685 648345 23698 97642 129476 109064 3986 16425 0 0 75416 63527 2322 9567 0 419816 353633 12926 53258 420960 354596 12961 53403 EXHIBITION EXPENSES 402523 402523 MISCELLANEOUS EXPENSE 24162 20353 744 3065 MEMBERSHIP FEES 10773 9075 332 1367 7440015 6330563 216679 892773 1833776 334323 407542 704107 4080638 11418130 125151 164200 0 0 0 0 0 7692524 118849 156100 111386 267373 15999366 7794436 16623142 8204930 2936636 3509688 0 0 0 0 0 0 2100312 1368569 28337432 33819944 1601455 1382345 0 0 382070 347290 0 0 0 0 0 0 1986983 1848872 0 0 92035 91731 4062543 3670238 X 15027350 12686424 5249601 13464344 3997938 3998938 24274889 30149706 28337432 33819944 X 10612100 167304 -4904587 X false true X true false X 7335907 6400654 5519239 4779306 14492984 38528090 0 0 7335907 6400654 5519239 4779306 14492984 38528090 2754771 35773319 312621 326977 302635 355598 650643 1948474 0 124734 93485 98590 164228 201814 682851 41159415 8710525 0.86914 0.75546 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false false false 4286303 1000 348777 341726 4294354 3669295 417711 410977 211680 4286303 3219583 535464 -66357 19395 3669295 3210193 1092 182069 173771 3219583 3223068 20573 85328 118776 3210193 0.00100 0.93100 0.06800 true false 8130220 2923181 5207039 1785274 1584185 201089 6083872 3287070 2796802 8204930 0 DEPOSITS HELD 91731 91731 18520170 167304 300751 468055 18052115 18052115 7971406 230641 300751 531392 7440014 1 1 7440015 Part III, Line 1a If Elected under SFAS 116 provide footnote from Financial Statements OBJECTS FOR DISPLAY (THE WITTE COLLECTION) CONSIST PRIMARILY OF ITEMS OF PREHISTORIC, HISTORIC, SCIENTIFIC, OR CULTURAL 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 STEWARDSHIP PROCEDURES FOR THE ACQUISITION, DEACCESSION, LOAN, AND CARE OF THE COLLECTION. PROCEEDS RECEIVED AS A RESULT OF ANY DEACCESSION ARE USED TO ACQUIRE AND CONSERVE DISPLAYED OBJECTS. Part III, Line 4 the exempt purpose THE WITTE MUSEUM PROMOTES LIFELONG LEARNING THROUGH INNOVATIVE EXHIBITIONS, PROGRAMS AND COLLECTIONS IN NATURAL HISTORY, SCIENCE, AND SOUTH TEXAS HERITAGE. Part V, Line 4 Describe the intended uses of the organization's 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. OTHER REVENUE PER AUDITED FINANCIAL STATMENTS SCHEDULE D, PART XI, LINE 2D COSTS OF GOODS SOLD NETTED WITH REVENUE $300,751 OTHER EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN SCHEDULE D, PART XII, LINE 2D COSTS OF GOODS SOLD NETTED WITH REVENUE $300,751 GAME DINNER 594356 470695 123661 152813 77589 BOOT SCOOT 30724 25048 5676 11984 0 0 0 0 0 0 0 0 0 0 625080 495743 129337 0 0 0 152813 0 89573 242386 -113049 X X X X X false false false false false false false false false MARISE MCDERMOTT 178300 5370 6417 190087 ESTABLISHING COMPENSATION SCHEDULE J, PART I, LINE 3 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 2012 FOR FISCAL YEAR 2013 (THE CONTRACT IS OCTOBER 2010 - SEPTEMBER 2013, RENEWABLE FOR TWO YEARS). THE PRESIDENT & CEO REVIEWS THE PERFORMANCE AND COMPARABLE COMPENSATION DATA FOR ALL OFFICERS. TOTAL COMPENSATION IS APPROVED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. FOR ALL OFFICERS. TOTAL COMPENSATION IS APPROVED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. X 8 X 2 206350 X 4 X 65 X CATERING AND EVENTS 10 63137 0 X MARKETING AND DEVELOPMENT 6 87890 0 X MISCELLANEOUS IN-KIND DONATIONS 19 79614 0 1 false true false Part I, Question 33 which is checked 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. Process to Review the Form 990 Form 990, Part VI, Question 11b THE WITTE MUSEUM'S PRESIDENT & CEO, CFO, AND VICE PRESIDENT OF ADMINISTRATIVE SERVICES 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 PAPER FORM, BY THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. Process for Monitoring Compliance with Conflict of Interest Policy Form 990, Part VI, Question 12c THE WITTE MUSEUM'S BYLAWS CONTAIN A CONFLICT OF INTEREST POLICY. THE BYLAWS ARE REVIEWED ANNUALLY TO MONITOR COMPLIANCE WITH THIS POLICY. Review of CEO or Top Mgmt Official Compensation Form 990, Part VI, Question 15a 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 2012 FOR FISCAL YEAR 2013 (THE CONTRACT IS OCTOBER 2010 - SEPTEMBER 2013, RENEWABLE FOR TWO YEARS). Review of Other Officer or Key Employees Compensation Form 990, Part VI, Question 15b THE PRESIDENT & CEO REVIEWS THE PERFORMANCE AND COMPENSATION DATA FOR ALL OFFICERS. TOTAL COMPENSATION IS APPROVED AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 9 NET ASSET TRANSFERS - (4,673,946) + CONTRIBUTED SERVICES - (230,641) = LINE 9 - (4,904,587). PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4A IN THE FISCAL YEAR OF 2012/2013 ABOUT 437,000 PEOPLE VISITED THE MUSEUM FOR EXHIBITIONS, PROGRAMS, AND SPECIAL EVENTS. THE WITTE'S PERMANENT EXHIBITIONS INCLUDE THE ROBERT J. AND HELEN C. KLEBERG SOUTH TEXAS HERITAGE CENTER. THIS 20,000 SQUARE FOOT, TWO STORY CENTER SERVES AS A PERMANENT HOME FOR THE WITTE MUSEUM'S SOUTH TEXAS COLLECTION, CHANGING AND PERMANENT EXHIBITIONS, AND PUBLIC PROGRAMS. THE PERMANENT EXHIBIT A WILD AND VIVID LAND: STORIES OF SOUTH TEXAS MAKES ITS HOME IN THE SOUTH TEXAS HERITAGE CENTER. THE WITTE'S PERMANENT EXHIBITIONS ALSO INCLUDE TEXAS WILD, ANCIENT TEXANS, TAKE IT TO THE RIVER, AND THE H-E-B SCIENCE TREEHOUSE. THE CHANGING EXHIBITIONS INCLUDED MUMMIES OF THE WORLD: THE EXHIBITION, THREADS OF SOUTH AMERICA: 2,000 YEARS OF TEXTILES, TEXAS PERFORMERS UNDER THE BIG TOP, ARTISTS ON THE TEXAS FRONTIER, JUAN SALINAS: RODEO ROPER AND HORSEMAN, WANDERLUST: FROM GERMAN TO TEXAN, DINOSAURS UNEARTHED: BIGGER, BETTER, FEATHERED..., PATRIOTISM AND PAGEANTRY: FIESTA HONORS THE MILITARY, TEXAS IMPRESSIONISM: BRANDING WITH BRUSHSTROKE AND COLOR 1885-1935, THE WORLD THROUGH MAGIC LANTERNS, PORFIRIO SALINAS: CAPTURING SOUTH TEXAS ON CANVAS. THE WITTE FOUNDATION 3801 BROADWAY SAN ANTONIO TX 782096936 742755365 SEE PART VII TX 501(C)(3) 11a NA true THE WITTE TITLE HOLDING COMPANY 3801 BROADWAY SAN ANTONIO TX 782096936 460887994 SEE PART VII TX 501(C)(3) 11A NA true false false false true false false false false true true true false false true true false false true false THE WITTE TITLE HOLDING COMPANY K 235595 CASH THE WITTE FOUNDATION R 680975 NET BOOK VALUE PRIMARY ACTIVITY SCHEDULE R, PART II, COLUMN B TO SUPPORT THE WITTE MUSEUM