2012-08-15T20:50:49-07:00 2011-09-30 990 2010-10-01 750755335 FORT WORTH MUSEUM OF SCIENCE AND HISTORY FORT 8172559300 1600 GENDY ST FORT WORTH TX 76107 William Bleibdrey 8172559504 2012-08-15 2010 2016-02-24 21:20:13Z X Van Romans 1600 Gendy St Fort Worth TX 76107 14671837 0 X www.fwmuseum.org X 1941 TX DEDICATED TO LIFELONG LEARNING AND ANCHORED BY OUR RICH COLLECTIONS, THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY ENGAGES OUR DIVERSE COMMUNITY THROUGH CREATIVE, VIBRANT PROGRAMS AND EXHIBITS INTERPRETING SCIENCE AND THE STORIES OF TEXAS AND THE SOUTHWEST. 38 38 337 45 53554 8520 7984893 5325531 5372806 5495096 316785 520232 504083 333351 14178567 11674210 0 0 7000242 5930300 50431 291687 10503141 9297046 17503383 15277777 -3324816 -3603567 106537733 84019312 33263286 13482737 73274447 70536575 X DEDICATED TO LIFELONG LEARNING AND ANCHORED BY OUR RICH COLLECTIONS, THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY ENGAGES OUR DIVERSE COMMUNITY THROUGH CREATIVE, VIBRANT PROGRAMS AND EXHIBITS INTERPRETING SCIENCE AND THE STORES OF TEXAS AND THE SOUTHWEST. 0 0 7136660 191208 3008203 THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY OWNS AND MAINTAINS DIVERSE AND IMPORTANT COLLECTIONS OF OVER 175,000 SCIENTIFIC OBJECTS WITH AN EMPHASIS ON TEXAS AND THE SOUTHWEST. WE PROVIDE ENGAGING, INTERACTIVE EXPERIENCES TO THE PUBLIC THAT INVOLVE POWERFUL, FIRST-HAND LEARNING THROUGH OUR EXHIBITIONS,INNOVATION GALLERY, INNOVATION STUDIOS, AND CHILDREN'S MUSEUM. THE MUSEUM FEATURES 50,000+ SQUARE FEET OFEXHIBITIONS ON TOPICS INCLUDING ENERGY, DINOSAURS, INNOVATION, FORT WORTH HISTORY AND ASTRONOMY. AN ACTIVE TRAVELING EXHIBITION PROGRAMTHAT INCLUDE DISCOVER THE REAL GEORGE WASHINGTON, FORGOTTEN GATEWAY: COMING TO AMERICA THROUGH GALVESTON ISLAND AND ALEXANDRE HOGUE - AN AMERICAN VISIONARY, PAINTINGS AND WORKS ON PAPER. 1297273 0 745515 THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY PROVIDES EDUCATIONAL PROGRAMS FOR ALL AGES. THROUGH THE 60 YEAR OLD MUSEUM SCHOOL, EARLY CHILDHOOD LEARNING IS SUPPORTED BY COLLECTIONS AND COMBINES NATURAL AND PHYSICAL SCIENCES, HISTORY AND ANTHROPOLOGY WITH ART, MUSIC AND LITERATURE. THESE DEVELOPMENTALLYAPPROPRIATE EXPERIENCES REACHED OVER 1,979 STUDENTS LAST YEAR. THE MUSEUM ALSO SUPPORTS SCHOOL BASEDLEARNING AND PROFESSIONAL DEVELOPMENT FOR EDUCATORS. THE TEXAS CENTER FOR INQUIRY PROVIDES EDUCATORS AND ADMINISTRATORS PROFESSIONAL DEVELOPMENT IN SCIENCE INQUIRY THROUGH INTENSIVE WEEKLY INSTITUTES. IN 2010-2011 THE PROGRAM SERVED 1,051 TEACHERS. PROGRAM SERVICE ACCOMPLISHMENTS: PRACTITIONERS TO BE MORE EFFECTIVE BY TEACHING TECHNIQUES IN HAND-ON LEARNING AND DEVELOPMENTS IN THE FIELD OF INQUIRY-BASED LEARNING. 1043963 0 1493881 THE OMNI THEATER IS AN 80 FOOT, EIGHT-STORIED DOME SCREEN THAT PLACES 390 GUESTS IN THE CENTER OF ACTION. THE THEATER EMBODIES A REVOLUTIONARY CONCEPT IN FILM PRESENTATION, WHICH COMBINES THE DRAMA OF OVERSIZED FILM, STATE-OF-THE-ART FILM PROJECTION EQUIPMENT, INNOVATIVE TILT-DOMED THEATER ARCHITECTURE AND THE MOST SOPHISTICATED PRODUCTION TECHNIQUES TO CREATE A UNIQUE EXPERIENCE. THE MUSEUM EDUCATED AND ENTERTAINED 312,906 GUESTS IN THE 2010-2011 FISCAL YEAR WITH FILMS SUCH AS "TORNADO ALLEY", "WILD OCEAN", "HUBBLE", "UNDER THE SEA", "MYSTERY FO THE NILE", "POLAR EXPRESS" AND OTHERS. 406839 0 303495 see schedule O 406839 0 303495 9884735 1 1 0 0 1 0 0 1 0 1 1 0 0 0 1 0 1 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 1 337 1 1 1 0 0 0 0 1 1 0 0 0 1 1 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X X Betsy Eudy 8172559560 1600 GENDY ST FORT WORTH TX 76107 BOB LANDSFORD 2 X X 0 0 0 ANDY THOMPSON 2 X X 0 0 0 BILL FULLER 2 X X 0 0 0 MEGAN BOSCHINI 2 X 0 0 0 DR JENNIFER GIDDINGS BROOKS 2 X 0 0 0 LORI BRUMLEY 2 X 0 0 0 DEREK DECROSS 2 X 0 0 0 ROB KELLY 2 X X 0 0 0 JOHN DUDLEY 2 X 0 0 0 ROMELIA H FLORES 2 X 0 0 0 GARY MONCRIEF HOLMSTEIN 2 X 0 0 0 JOHN HERNANDEZ 2 X 0 0 0 GLORIA MONCRIEF HOLMSTEIN 2 X 0 0 0 DWIGHT HORTON 2 X 0 0 0 SHERRY J KEY 2 X 0 0 0 MARSHA KLEINHEINZ 2 X 0 0 0 KARL A KOMATSU 2 X 0 0 0 LOUELLA MARTIN 2 X 0 0 0 RALPH MENDOZA 2 X 0 0 0 JUDY NEEDHAM 2 X 0 0 0 STEPHEN NOLAN 2 X 0 0 0 DR HECTOR QUINTANILLA 2 X 0 0 0 ALSTON ROBERTS 2 X 0 0 0 LYNNY SANKARY 2 X 0 0 0 MARGARET PACE SYKES 2 X 0 0 0 WYNTRESS B WARE 2 X 0 0 0 TOMMY BOSWELL 2 X 0 0 0 DAVID MCDAVID 2 X 0 0 0 VAUGHN VENNERBERG 2 X 0 0 0 KIT TENNISON MONCRIEF 2 X 0 0 0 MARSHALL BOYD 2 X 0 0 0 DR JILL CHILCOAT 2 X 0 0 0 GAIL LANDRETH 2 X 0 0 0 CARTER MARTIN 2 X 0 0 0 DR STEVE PALKO 2 X 0 0 0 FRASHER PERGANDE 2 X 0 0 0 RICHARD RUSSACK 2 X 0 0 0 JOHN M STEVENSON 2 X 0 0 0 VAN ROMANS 40 X 334803 0 15942 CHARLIE WALTER 40 X 163412 0 4862 COLLEEN BLAIR 40 X 83296 0 7484 AMY DUNCAN 40 X 92981 0 8626 CAROL GOOLSBY 40 X 86029 0 4326 CARL HAMM 40 X 122059 0 4486 882580 0 45726 3 0 1 0 AETNA PO BOX 804735 CHICAGO IL 60680 HEALTH INSURANCE 501887 RELIANT ENERGY PO BOX 120954 DALLAS TX 75312 ELECTRICITY 421470 IMAX CORPORATION 2525 SPEAKMAN DRIVE SHERIDAN PARK MISSISSAUGA ON CA L5K 1B1 MAINTENANCE & DISTRIBUTOR FEES 182343 LINBECK GROUP LP 201 MAIN ST SUITE 1801 FORT WORTH TX 76102 FINAL BILLING/PERFORMANCE 158833 WTRISC FBO FORT WORTH MUSEUM PO BOX 52129 PHOENIX AZ 85072 BOND EXPENSES 135000 9 0 1276129 297540 0 699366 3052496 27217 5325531 EXHIBIT ADMISSIONS 712110 1985767 1985767 0 0 THEATER ADMISSIONS 711110 1493881 1459358 34523 0 EDUCATIONAL PROGRAMS 611110 745515 745515 0 0 TRAVELING EXHIBIT FEES 900099 992033 992033 0 0 PLANETARIUM ADMISSIONS 900099 277900 277900 0 0 0 0 0 0 5495096 127696 0 0 127696 0 0 0 0 113260 113260 0 0 58525 0 0 0 58525 0 58525 0 0 58525 2760786 0 2368250 0 392536 0 392536 0 0 392536 48391 297540 295754 -247363 0 -247363 0 0 0 0 0 0 711157 333623 377534 358503 19031 0 31395 0 0 31395 31395 11674210 5932336 53554 362789 0 0 0 0 0 0 0 0 996404 187875 671300 137229 0 0 0 0 3867212 2378440 1478272 10500 264581 0 264581 0 446263 232057 196356 17850 355840 185037 156570 14233 173564 0 173564 0 30018 0 30018 0 62557 0 62557 0 0 0 0 0 50431 50431 43356 0 43356 0 0 0 0 0 953042 714782 206832 31428 775540 323727 426207 25606 36275 13056 23219 0 0 0 0 0 948552 711414 237138 0 119680 97025 18245 4410 0 0 0 0 69278 28724 40554 0 215765 0 215765 0 0 0 0 0 4195014 3658662 536352 0 112538 0 112538 0 ARTIFACTS & EXHIBITS 660584 647372 13212 0 FILM RENTAL & PRODUCT 438741 438741 0 0 REPAIR & MAINTENANCE 294857 150762 144095 0 MEMBERSHIP & DUES 21272 7183 14089 0 146413 109878 36535 0 15277777 9884735 5101355 291687 148120 52319 1957972 797963 12708440 5283846 193829 147940 0 0 0 0 0 0 146967 151640 562181 749892 91079731 18965098 75988146 72114633 14425604 4345516 134474 103563 0 0 0 0 272000 272000 106537733 84019312 3330966 1736178 0 0 371991 376200 29000000 11206460 0 0 0 0 0 0 0 0 560329 163899 33263286 13482737 X 67460443 65415382 2418549 1725738 3395455 3395455 73274447 70536575 106537733 84019312 X -3603567 865695 X 0 1 1 0 X 31050249 24037518 14497067 7984893 5325531 82895258 0 0 0 0 0 0 0 0 0 0 0 0 31050249 24037518 14497067 7984893 5325531 82895258 11128679 71766579 365179 447821 156801 272798 240956 1483555 0 0 0 19228 9520 28748 68225 15091 18253 45260 31395 178224 84585785 29247659 0.84845 0.8692 X SCHEDULE A, PARK II, LINE 10, EXPLANATION FOR OTHER INCOME PENNY CRUNCHER REVENUE BOARD OF TRUSTEES LUNCHEON REIMBURSEMENTS CANCELLATION FEES - FIELD TRIP GRAVITY WELL RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 X X X 0 5351151 0 141050 0 790000 0 4702201 5081304 0 463761 0 193914 0 5351151 0 0 0 0 0 0 0 0 0.73 0.27 0 0 0 0 0 65815436 0 10027222 55788214 420631 0 43186 377445 5466787 0 2237135 3229652 19376877 0 6657555 12719322 72114633 Deposits 5899 Traveling Exhibits Pre-Paid 158000 163899 11674210 15277777 -3603567 -283401 0 0 0 112516 -170885 -3774452 11729382 -283401 158248 0 0 -125153 11854535 0 -180325 -180325 11674210 15503834 158248 0 0 0 158248 15345586 0 -67809 -67809 15277777 SchD_P03_S00_L01 Schedule D, Part III, Line 1 In conformity with the practice followed by many museums, artifacts, specimens and art objests purchased and donated are not included in the statement of financial position. Contributions of collection items are not recognized in the statment of activities. SchD_P03_S00_L04 Schedule D, Part III, Line 4 THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY'S COLLECTION INCLUDES OBJECTS FROM THE FIELDS OF ANTHROPOLOGY, HISTORY, LIBRARY, ARCHIVES, GEOLOGY, MINERALOGY, PALEONTOLOGY, ZOOLOGY, HUMAN ANATOMY, AND BOTANY, WITH EMPHASIS ON SPECIMENS AND ARTIFACTS FROM TEXAS AND SOUTHWESTERN NORTH AMERICA. THE COLLECTION ALSO HAS MANY ITEMS FROM AROUND THE WORLD. WHICH PROVIDE CONTEXT FOR, AND A BASIS FOR COMPARISON WITH, THE NORTH AMERICAN MATERIAL. THE FOUNDATION OF THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY IS THE COLLECTION THAT IS HELD IN PERPETUITY FOR THE PUBLIC. THE COLLECTION IS DIVIDED INTO THREE AREAS OF FOCUS - SCIENCE, HISTORY, AND LIBRARY/ARCHIVES. SchD_P05_S00_L04 Schedule D, Part V, Line 4 THE MUSEUM'S ENDOWMENTS CONSIST OF SIX INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTANCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. SchD_P10_S00_L00 Schedule D, Part X THE MUSEUM'S FOOTNOTE DISCLOSURE UNDER FIN 48 IS AS FOLLOWS: THE MUSEUM IS A NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, DOES NOT PROVIDE FOR FEDERAL INCOME TAXES. THE MUSEUM RECOGNIZES UNCERTAIN INCOME TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT (I.E. GREATER THAN 50% LIKELIHOOD OF RECEIVING BENEFIT) AND RECORDS THESE BENEFITS AT THE AMOUNT MOST LIKELY TO BE REALIZED ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2010. THE MUSEUM'S FORMS 990 AND 990-T FILINGS FOR THE YEARS ENDED SEPTEMBER 30, 2007, 2008, 2009, AND 2010. REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 NET UNREALIZED LOSS ON RETIREMENT PLAN -112516 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b EXPENSES INCLUDED ON FORM 990, PART VIII, LINE 8B -295754 OTHER INCOME FOR HANDLING FEES, VENDING REVENUE, SCHOOL WORKSHOPS 115429 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b NET UNREALIZED LOSS ON REETIREMENT PLAN -112516 CHANGE IN SPLIT INTEREST AGREEMENT 43861 BOOK DIFFERENCE 846 X X 1 DANILLER & COMPANY 0 3724 Jefferson Suite 302 0 Austin TX 78731 Membership renewal fund raising 0 262000 14700 247300 VISUAL TERRAIN 0 14141 COvello St Suite 4B 0 Van Nuys CA 91405 EVENT COORDINATOR 0 345931 35731 310200 607931 50431 557500 TX MAD SCIENTIST BALL 345931 297540 48391 0 0 0 0 0 295754 0 0 345931 297540 48391 0 0 0 0 0 295754 295754 -247363 X 1 1 X X X 0 0 0 0 0 0 0 0 0 VAN ROMANS 274803 0 0 0 30000 0 0 0 15942 0 320745 0 0 0 CHARLIE WALTER 163412 0 0 0 0 0 0 0 4862 0 168274 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Country Club dues for Museum President for meetings and donor lunches AMY ROMANS EMPLOYEE AND FAMILY MEMBER 60118 MGR CONCEPT AND CREATIVE DEVELOPMENT 0 X 1 11017 FAIR MARKET VALUE X COMPUTER EQUIPMENT 2 12800 FAIR MARKET VALUE X PALLETS 3 3400 FAIR MARKET VALUE 27217 0 0 0 F990_P03_S00_L04a Form 990, Part III, Line 4a EXPERIENCE AT THE MUSEUM EDUCATIONAL AND MEMORABLE. THE MUSEUM HOSTED APPROXIMATELY $802,544. IN VENUE COUNT FOR THE 2010-2011 FISCAL YEAR. F990_P03_S00_L04b Form 990, Part III, Line 4b LIVE BROADCASTS FACILITATED BY EDUCATION, STAFF, CURATORS AND PROFESSIONALS WITHIN THE COMMUNITY REACHED 365 CLASSROOMS, 12,954 STUDENTS AND 1,051 TEACHERS IN THE 2010 FISCAL YEAR. FAMILY SCIENCE FESTIVALS AND FAMILY MUSEUM NIGHT ARE OUTREACH PROGRAMS THROUGH WHICH UNDERSERVED CHILDREN AND FAMILIES ARE INTRODUCED TO THE SCIENTIFIC WORLD. THESE INCREDIBLY POWERFUL PROGRAMS SUPPORT PARENTS AND THE ON-GOING PROCESS OF THEIR CHILDRENS' EDUCATION. DURING THE 2010 FISCAL YEAR, 64 CAMPUSES WERE SERVED (80% TITLE I SCHOOLS) AND 21,669 INDIVIDUALS. EDUCATION INITIATIVES ARE LINED TO NATIONAL AND STATE WIDE STANDARDS. IN ADDITION LIFELONG LEARNING IS ENCOURAGED THROUGH SCIENCE AND HISTORY LECTURES COVERING A VARIETY OF SUBJECTS. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. UPON APPROVAL, THE EXECUTIVE COMMITTEE AUTHORIZES THE FORM 990 TO BE SENT TO EACH OF THE TRUSTEES WITH A REQUEST FOR RECEIPT. THE TRUSTEES WHO DO NOT RESPOND TO THE REQUEST OF RECEIPT ARE CONTACTED TO VERIFY THEY RECEIVED THE FORM 990. IF THERE ARE ANY QUESTIONS REGARDING THE FORM 990, A GROUP MEETING IS ARRANGED WITH THE CHIEF FINANCIAL OFFICER FOR DISCUSSION. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c AN ANNUAL QUESTIONNAIRE IS COMPLETED BY ALL BOARD OF TRUSTEE MEMBERS WITH DISCLOSURE NOTED FOR ANY CONFLICTS. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 HUMAN RESOURCES SUBSCRIBES TO VARIOUS SOURCES WITH PROVIDE COMPENSATION DATA FOR SIMILAR POSITIONS IN THE MUSEUM INDUSTRY. PRIOR TO MAKING A NEW OFFICER OR KEY EMPLOYEE POSITION AVAILABLE TO CANDIDATES, A PERSONNEL REQUISITION IS PREPARED BY HUMAN RESOURCES. THE PERSONNEL REQUISITION INCLUDES A SALARY RANGE APPROPRIATE FOR THE POSITION IN SIMILAR MUSEUMS AND IN THE REGION. THIS SALARY RANGE IS REVIEWED BY THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, AND MEMBERS OF THE EXECUTIVE COMMITTEE. COMPENSATION FOR EACH POSITION IS COMMENSURATE WITH THE NATURE OF THE POSITION, TAKING INTO CONSIDERATION 1) THE DIVERSITY AND COMPLEXITY OF DUTIES, 2) THE AMOUNT OF RESPONSIBILITY AND JUDGEMENT EXERCISED, AND 3) QUALIFICATIONS REQUIRED. TOTAL COMPENSATION IS BASED ON PREVAILING RATES FOR SIMILAR WORK IN OTHER NONPROFIT AND COMMERCIAL ORGANIZATIONS AND STANDARDS ESTABLISHED BY PROFESSIONAL ORGANIZATIONS. ULTIMATELY, COMPENSATION FOR EVERY POSITION IS DETERMINED BY AND AT THE SOLE DISCRETION OF THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net Unrealized Loss on Retirement Plan 112516 Museum Educational Products Inc Interfund Balance -1016971 MUSEUM EDUCATIONAL PRODUCTIONS INC 1600 GENDY ST FORT WORTH TX 76107 750755335 INCREASE KNOWLEDGE TX 501 (C)(3) 509(A)(3)-TYPE 1 FORT WORTH MUSEUM OF SCIENCE AND HISTORY 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MUSEUM EDUCATIONAL PRODUCTIONS INC n 0 MUSEUM EDUCATIONAL PRODUCTIONS INC m 0 FIling before midnight on August 15, 2012