2023-05-15T09:49:14-07:00 2022-12-31 383779367 MAYUMI K LEWIS PC PO BOX 10643 PRESCOTT AZ 86304 990 2022-01-01 821871782 NATURAL HISTORY INSTITUTE NATU 9288633232 126 N MARINA ST PRESCOTT AZ 86301 ROBERT ELLIS Executive Dir. 2023-05-15 true ROBERT ELLIS 999009999 true Mayumi K Lewis CPA P00325316 2086591198 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 126 N MARINA ST PRESCOTT AZ 86301 166836 false X www.naturalhistoryinstitute.org X 2017 AZ NATURAL HISTORY INSTITUTE IS ORGANIZED TO PROVIDE LEADERSHIP AND RESOURCES FOR A REVITALIZED PRACTICE OF NATURAL HISTORY THAT INTEGRATES ART, SCIENCE, AND HUMANITIES TO PROMOTE THE HEALTH AND WELL-BEING OF HUMANS AND THE REST OF THE NATURAL WORLD. 8 7 7 14 0 356461 132668 9056 31042 0 190 655 365707 164365 0 0 290404 304068 0 0 43121 71231 333525 375299 32182 -210934 348554 139879 4850 7109 343704 132770 X NATURAL HISTORY INSTITUTE IS ORGANIZED TO PROVIDE LEADERSHIP AND RESOURCES FOR A REVITALIZED PRACTICE OF NATURAL HISTORY THAT INTEGRATES ART, SCIENCE, AND HUMANITIES TO PROMOTE THE HEALTH AND WELL-BEING OF HUMANS AND THE REST OF THE NATURAL WORLD. false false 194645 EARLY 2022 FOUND NATURAL HISTORY INSTITUTE (NHI) STILL CONFINED BY THE PANDEMIC WHILE EMERGING INTO THE SECOND HALF OF THE YEAR WITH A STRONGER VERSION OF ITS PRE-COVID ARCHITECTURE DUE TO SOME IMPORTANT STAFF ADDITIONS. WE HIRED JENNIE TUTONE AS OUR COMMUNITY OUTREACH AND COLLECTIONS MANAGER IN A FULL-TIME CAPACITY AT THE BEGINNING OF THE YEAR. IN FEBRUARY OUR FORMER OFFICE MANAGER PAT ZEMER RETIRED, SO NHI HIRED ANGELA GODINEZ IN JULY AS OUR NEW OFFICE MANAGER. WE ALSO HIRED NIKKI CHECK AS OUR FULL-TIME DEVELOPMENT DIRECTOR IN AUGUST TO REPLACE DEBORAH FORD, WHO LEFT IN MAY. THROUGHOUT THE YEAR WE HOSTED SEVERAL FULL-CAPACITY EVENTS WHICH WE OFFERED FREE TO THE PUBLIC, SEVERAL PAID EVENTS, AND WE COMPLETED 2 LARGE FUNDRAISING EVENTS.THE LARGEST FINANCIAL COMMITMENT TO PROVIDING FREE PUBLIC PROGRAMS AIMED AT FULFILLING OUR MISSION IS PAYING FOR THE GUEST SPEAKERS, PROMOTION, AND VIDEOGRAPHY FOR THE EVENTS. EACH WEBINAR AND TALK WE HOST FOR FREE GETS VIDEOED AND THEN UPLOADED TO OUR YOUTUBE CHANNEL FOR OUR SUBSCRIBERS TO WATCH AT THEIR CONVENIENCE. IN OUR BUILDING, WE HOSTED 18 GUEST SPEAKERS BRINGING IN OVER 439 PEOPLE IN PERSON, AND SOME 94 PEOPLE WATCHING THE SPEAKERS VIA OUR LIVESTREAMS. WE ALSO HOSTED 5 FREE WEBINARS WITH GUEST SPEAKERS THAT BROUGHT IN AN AVERAGE OF 242 PEOPLE WATCHING NATIONALLY.THE 2022 YEAR SAW A CONTINUED RISE IN OUR SOCIAL MEDIA AND WEBSITE INTERACTION WITH OUR GUESTS. OUR YOUTUBE CHANNEL WITNESSED PHENOMENAL GROWTH WITH THE ADDITION OF 330 NEW SUBSCRIBERS, BRINGING OUR CURRENT TOTAL TO 1,121. OUR VIDEOS BROUGHT IN OVER 23,703 VIEWS AND 3,100 HOURS OF VIEW TIME OVER THE YEAR. AS WE CONTINUE TO BUILD OUR YOUTUBE FOLLOWING WE ARE NEARING THE BENCHMARK FOR VIDEO MONETIZATION FROM YOUTUBE.THE NHI WEBSITE CONTINUES TO EVOLVE, AND IT FEATURES A TREMENDOUS AMOUNT OF CONTENT THAT ATTRACTS A LARGE VARIETY OF INTERESTS. OUR WEBSITE ANALYTICS SHOW THAT WE HAD 21,000 USERS CONDUCTING SOME 26,000 SESSIONS ON OUR WEBSITE, WHICH EQUIVALATES TO A 29% INCREASE IN WEBSITE TRAFFIC OVER THE PREVIOUS YEAR. WE HAVE CONTINUED INTEREST AND INVOLVEMENT IN BOTH THE CONTENT AND THE EVENTS THAT WE ADD TO OUR SOCIAL MEDIA PAGES REGULARLY. WE CURRENTLY HAVE 1,918 FACEBOOK FOLLOWERS AND 1,059 INSTAGRAM FOLLOWERS. 13286 18133 TOUCHSTONE TOURS: NHI CONDUCTED ONE TOUCHSTONE TOUR, DIATREMES AND ANTICLINES, COTTONWOODS AND SONGBIRDS: THE GEOLOGY AND NATURAL HISTORY OF THE SAN JUAN RIVER, WHICH TOOK PLACE IN RAFTS ON THE SAN JUAN RIVER OF UTAH, WHICH WAS SOLD OUT WITH 18 PARTICIPANTS. WE ALSO CONDUCTED 6 LOCAL FIELD EXCURSIONS WITH 70 PAYING PARTICIPANTS AND 7 WORKSHOPS WHICH BROUGHT IN 61 PAYING PARTICIPANTS. NHI WAS ABLE TO OFFER 5 OF THE WORKSHOPS AT A REDUCED PRICE DUE TO THE COSTS BEING DEFRAYED BY A GRANT WE RECEIVED FROM THE ARIZONA COMMISSION ON THE ARTS. 7294 5144 LECTURES, HIKES AND WORKSHOPS:EVERY SATURDAY MORNING NHI HOSTS A FREE INTERPRETIVE HIKE SERIES CALLED MORNING RAMBLES, WHICH IS LED BY NHI STAFF. ATTENDANCE WAS VARIABLE DUE TO WEATHER, BUT THE HIKES AVERAGED 8-15 HIKERS. ALONG WITH OUR FREE EVENTS WE ALSO HOSTED SEVERAL PAID WORKSHOPS AND HIKES IN THE 2022 YEAR.IN ASSOCIATION WITH THE PARCHED ART EXHIBITION THAT WE FEATURED, NHI ALSO HOSTED A SOLD-OUT DANCE PERFORMANCE BY DELISA MYLES TITLED SAURIAN MEMORY. THIS PERFORMANCE WAS LIVE-STREAMED, VIDEOED, AND THEN POSTED ON NHI'S YOUTUBE CHANNEL WHERE IT CAN STILL BE VIEWED FREE OF CHARGE. 12264 7765 227489 true true false false false false false true false false false false false true true false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 7 0 false 7 true false false false false false false false 0 false false false false false false false X 8 7 false false false false false false false true true false false true true true true false false true true false X ROBERT ELLIS 9288633232 126 N MARINA ST PRESCOTT AZ 86301 ROBERT ELLIS Executive Dir. 40.00 0.00 X 83077 0 18565 MATTHEW FRANKEL Trustee 0.00 0.00 X 0 0 0 TY FITZMORRIS Trustee 0.00 0.00 X 0 0 0 EARL DUQUE Trustee 0.00 0.00 X 0 0 0 REUBEN ELLIS Trustee 0.00 0.00 X 0 0 0 JOHN FARMER Trustee 0.00 0.00 X 0 0 0 REBECCA RUFFNER Trustee 0.00 0.00 X 0 0 0 JOSEPHINE ARADER DELILLE Trustee 0.00 0.00 X 0 0 0 83077 18565 0 false false false 0 25961 106707 132668 CONSULTING 900099 1200 1200 GALLERY 900099 2202 2202 LECTURES, HIKES & WRKSHPS 900099 5144 5144 NHI PUBLICATIONS 900099 3776 3776 TOUCHSTONE TOURS 900099 18133 18133 587 587 31042 0 0 0 0 0 0 0 3126 2471 655 655 0 164365 31697 0 0 0 0 83077 49846 33231 0 165293 89019 76274 6465 3977 2488 30000 18447 11553 19233 10642 8591 0 1500 1500 5753 5753 0 0 0 5737 2972 2765 7764 7764 10421 7110 3311 0 0 1596 479 1117 0 0 0 0 0 0 821 821 TOUCHSTONE TOURS 13286 13286 LECTURES AND WORKSHOPS 7294 7294 RESEARCH 4548 4548 NHI PUBLICATIONS 3787 3787 8724 8318 406 375299 227489 147810 0 288496 80241 0 0 0 0 0 0 1086 2092 0 0 0 0 0 0 58972 57546 348554 139879 4850 7109 4850 7109 X 323439 109109 20265 23661 343704 132770 348554 139879 -210934 X false false false X 328880 377772 373517 356461 132668 1569298 0 0 328880 377772 373517 356461 132668 1569298 1106139 463159 0 0 0 1569298 392851 0.29510 X Support Schedule: Additional Supplemental Information SCHEDULE A, PART II, SECTION C, LINCE 17(A) 10%-FACTS-AND-CIRCUMSTANCES TEST-2022NATURAL HISTORY INSTITUTE (NHI) HAS BENEFITED FROM MAJOR FOUNDATION GRANTS THAT HAVE PROVIDED SEED MONEY, BUT NHI IS INCREASINGLY SUPPORTED BY A BROAD BASE OF DONORS THAT EXTENDS FAR BEYOND ANY ONE DONOR OR SMALL GROUP OF DONORS. NHI EXPECTS THAT AS IT EXPANDS ITS PROGRAMMING, ITS DONOR BASE WILL CONTINUE TO GROW AND DIVERSIFY. NHI BELIEVES THAT IT MEETS THE FACTS AND CIRCUMSTANCES TEST AS REQUIRED BY TREASURY REGULATION SECTION 1.170-A9(F)(3).TEN PERCENT SUPPORT LIMITATIONNHI MEETS THE 10% SUPPORT LIMITATION EXPLAINED IN TREASURY REGULATION SECTION 1.170-A9(F)(3)(I). NHI IS ORGANIZED AND OPERATED TO NORMALLY DERIVE OVER 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC AND TO ATTRACT AN INCREASING AMOUNT OF PUBLIC SUPPORT. CURRENTLY, NHI'S PUBLIC SUPPORT IS JUST OVER 29.51%, ONLY 3.82 PERCENTAGE POINTS AWAY FROM THE 33.33% OF PUBLIC SUPPORT REQUIRED TO PASS.ATTRACTION OF PUBLIC SUPPORTNHI IS ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT AS REQUIRED BY TREASURY REGULATION SECTION 1.170-A9(F)(3)(II). NHI'S FUNDRAISING EFFORTS WERE HAMPERED BY THE PANDEMIC, BUT NOW THAT NHI IS FULLY FUNCTIONING, FUNDRAISING IS PICKING UP. IN 2022 NHI WAS SELECTED BY THE YAVAPAI CHAPTER OF THE ARIZONA COMMUNITY FOUNDATION AS A PARTICIPANT IN THEIR RISING STAR EVENT WHERE FIVE UP-AND-COMING NON-PROFITS WERE INITED TO TELL THEIR STORY TO 300 PARTICIPANTS AT A FUNDRAISING FUNCTION.IN MARCH OF 2021 NHI HIRED A FULL-TIME DEVELOPMENT DIRECTOR. NHI HAS SINCE IMPLEMENTED A FUNDRAISING PROGRAM USING BLOOMERANG, A CLIENT RELATIONSHIP MANAGEMENT SOFTWARE RESULTING IN A DRAMATIC INCREASE IN THE NUMBER OF NEW DONORS. NHI ADDED FUNDRAISING EVENTS SUCH AS THE ARADER MAP EXHIBITION, AND IS OFFERING MORE TICKETED EVENTS, ALL OF WHICH ARE HELPING NHI TO GROW ITS DONOR BASE AND ITS PUBLIC SUPPORT.NATURE OF A PUBLICLY SUPPORTED ORGANIZATIONNHI BELIEVES IT IS IN THE NATURE OF A PUBLICLY SUPPORTED ORGANIZATION AS DESCRIBED IN TREASURY REGULATION SECTION 1-170-A(9)(F)(3)(III) BASED ON THE FOLLOWING FACTORS:FIRST, NHI'S PROGRAMS SERVE THE PUBLIC. NHI HAS AN EXTENSIVE COLLECTION OF PLANTS, BIRDS, AND INSECTS. NHI'S COLLECTION ALSO INCLUDES 39 RARE 19TH CENTURY MAPS OF THE UNITE STATES. THE MAP COLLECTION IS PERIODICALLY DISPLAYED BUT IS ALSO MADE AVAILABLE TO RESEARCHERS AND IS AVAILABLE FOR LOAN TO OTHER ACADEMIC INSTITUTIONS OR MUSEUMS.SECOND, NHI HAS A PHYSICAL SPACE THAT IS OPEN TO THE PUBLIC WHERE ITS COLLECTION IS DISPLAYED, AND PUBLIC EVENTS ARE HELD. NHI POSTS VIDEOS OF ITS TALKS AND OTHER EDUCATIONAL EVENTS ONLINE WHICH IS FURTHER EXPANDING ITS REACH AND GROWING ITS DONOR BASE.THIRD, NHI PUBLISHES SCHOLARLY WORKS. FOR EXAMPLE, NHI HAS PUBLISHED A SCHOLARLY GUIDE CALLED, "WOODY PLANTS OF THE MOGOLLON HIGHLANDS FIELD GUIDE." NHI ALSO PUBLISHED THE "JOURNAL OF NATURAL HISTORY EDUCATION AND EXPERIENCE." THE MOST RECENT PUBLICATION IS "WOOD AND STONE, SUBSTANCE AND SPIRIT," AN ARTIST RETROSPECTIVE.FINALLY, NHI HAS EN EIGHT-MEMBER BOARD MADE UP OF MEMBERS OF THE COMMUNITY WHO ARE PASSIONATE ABOUT NATURAL HISTORY. SEVEN MEMBERS OF THE BOARD ARE INDEPENDENT FROM NHI AND NONE OF THE DIRECTORS OR OFFICERS ARE RELATED TO ONE ANOTHER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53350 X X false MAPS 53350 NHI PUBLICATIONS 4196 OTHER ASSETS 57546 PAYROLL LIABILITIES 7109 7109 Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE ORGANIZATION'S COLLECTION CONSISTS OF 39 RARE 19TH CENTURY MAPS OF THE UNITED STATES. THE 19TH CENTURY IN AMERICA DEFINED THE US IN FUNDAMENTAL WAYS: THE CONTINENTAL BOUNDARIES WERE ESTABLISHED, CIVIL WAR BLOODIED THE LAND, SLAVERY WAS ABOLISHED, NATIVE PEOPLE FACED GENOCIDE, AND THE NOTION OF MANIFEST DESTINY GUIDED POLICY AND POLITICS. THIS COLLECTION OF 39 RARE MAPS FROM THE ERA HELP US TO UNDERSTAND IN A VERY PHYSICAL WAY BOTH THE ZEITGEIST AND OUTCOMES OF THIS PIVOTAL CENTURY ESPECIALLY AS IT APPLIES TO NATURAL HISTORY. WE INTEND TO USE THE MAPS IN A VARIETY OF WAYS: HOST AN EXHIBITION THAT FEATURES HISTORICALLY IMPORTANT PRINTS FROM THE ERA ALONGSIDE THE MAPS, USE THE MAPS AS A CENTERPIECE FOR FIELD PROGRAMS FOCUSED ON MAPPING, AND TO USE THE MAPS IN FUNDRAISING EFFORTS. MUCH OF THIS PROGRAMMING WILL BE FREE TO THE PUBLIC. TY FITZMORRIS TRUSTEE LANDLORD (FREE RENT) false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: LECTURES, HIKES AND WORKSHOPS:EVERY SATURDAY MORNING NHI HOSTS A FREE INTERPRETIVE HIKE SERIES CALLED MORNING RAMBLES, WHICH IS LED BY NHI STAFF. ATTENDANCE WAS VARIABLE DUE TO WEATHER, BUT THE HIKES AVERAGED 8-15 HIKERS. ALONG WITH OUR FREE EVENTS WE ALSO HOSTED SEVERAL PAID WORKSHOPS AND HIKES IN THE 2022 YEAR.IN ASSOCIATION WITH THE PARCHED ART EXHIBITION THAT WE FEATURED, NHI ALSO HOSTED A SOLD-OUT DANCE PERFORMANCE BY DELISA MYLES TITLED SAURIAN MEMORY. THIS PERFORMANCE WAS LIVE-STREAMED, VIDEOED, AND THEN POSTED ON NHI'S YOUTUBE CHANNEL WHERE IT CAN STILL BE VIEWED FREE OF CHARGE. OTHER PROGRAM SERVICES 5: TOUCHSTONE TOURS: NHI CONDUCTED ONE TOUCHSTONE TOUR, DIATREMES AND ANTICLINES, COTTONWOODS AND SONGBIRDS: THE GEOLOGY AND NATURAL HISTORY OF THE SAN JUAN RIVER, WHICH TOOK PLACE IN RAFTS ON THE SAN JUAN RIVER OF UTAH, WHICH WAS SOLD OUT WITH 18 PARTICIPANTS. WE ALSO CONDUCTED 6 LOCAL FIELD EXCURSIONS WITH 70 PAYING PARTICIPANTS AND 7 WORKSHOPS WHICH BROUGHT IN 61 PAYING PARTICIPANTS. NHI WAS ABLE TO OFFER 5 OF THE WORKSHOPS AT A REDUCED PRICE DUE TO THE COSTS BEING DEFRAYED BY A GRANT WE RECEIVED FROM THE ARIZONA COMMISSION ON THE ARTS. OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: Form 990, Part VI, Section B, Line 11b A DRAFT COPY OF FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR. IT IS THEN MADE AVAILABLE FOR ALL TRUSTEES TO REVIEW AND COMMENT UPON, AT THEIR DISCRETION. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION MONITORS AND ENFORCES ITS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PROVIDING REGULAR OPPORTUNITIES AT BOARD AND STAFF MEETINGS FOR TRUSTEES AND EMPLOYEES TO DISCLOSE CONFLICTS. Form 990, Part VI, Section B, Line 15a COMPENSATION OF THE EXECUTIVE DIRECTOR IS ESTABLISHED BY THE BOARD OF TRUSTEES, DRAWING UPON REVIEW OF COMPENSATION DATA FOR LEADERSHIP POSITIONS FOR COMPARABLE INSTITUTIONS. Form 990, Part VI, Section B, Line 15b COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE EXECUTIVE DIRECTOR, IN CONSULTATION WITH THE BOARD OF TRUSTEES, AND REVIEW OF COMPARABLE DATA PROVIDED BY COLLEAGUES FROM SIMILAR INSTITUTIONS. Form 990, Part VI, Section C, Line 19 THESE DOCUMENTS ARE AVAILABLE FOR REVIEW BY APPROPRIATE PARTIES UPON REQUEST.