2023-10-30T14:08:51-05:00 2022-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2022-01-01 300341029 NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM NATI 4054782250 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 JJ TREADWELL CHIEF FINANCIAL OFFICER 4054782250 2023-10-30 1 JJ TREADWELL 999009999 0 W LYNDEL LACKEY P00234298 4058482020 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JJ TREADWELL 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 23504159 0 X WWW.NATIONALCOWBOYMSUEUM.ORG X 1955 OK TO PRESERVE AND INTERPRET THE EVOLVING HISTORY AND CULTURES OF THE AMERICAN WEST FOR THE EDUCATION AND ENRICHMENT OF ITS DIVERSE AUDIENCES OF ADULTS AND CHILDREN. 49 48 140 206 422786 0 9326460 6666303 2358959 2782801 2169196 457898 1415204 1766344 15269819 11673346 0 0 0 0 4935769 5706237 50653 50695 736560 5222877 6637684 10209299 12394616 5060520 -721270 111505092 106601278 1184294 2179260 110320798 104422018 X TO PRESERVE AND INTERPRET THE EVOLVING HISTORY AND CULTURES OF THE AMERICAN WEST FOR THE EDUCATION AND ENRICHMENT OF ITS DIVERSE AUDIENCES OF ADULTS AND CHILDREN. 0 0 1840401 1741703 SPECIAL EVENTS ARE HELD ON SITE THROUGHOUT THE YEAR TO EDUCATE THE PUBLIC IN THE WAYS OF THE AMERICAN WEST, ENCOURAGE ARTISTS TO PRESERVE AND INTERPRET THE WESTERN HERITAGE THROUGH THEIR ARTWORK AND TO RECOGNIZE EXCELLENCE IN LITERATURE, TELEVISION, AND OTHER MEDIA FOR THE PRESENTATION OF THE AMERICAN WEST. 5569384 839806 EXHIBITS ARE SHOWCASED THROUGHOUT THE MUSEUM TO ENCOURAGE CURIOSITY AND EDUCATE THE PUBLIC ABOUT THE HISTORY AND VALUES OF THE AMERICAN WEST. 595118 57218 CHALLENGING EDUCATIONAL PROGRAMS ARE PROVIDED AND INTEGRATED WITH EXHIBITIONS, TECHNOLOGY AND RESEARCH TO PROMOTE THE MUSEUM'S MISSIONS OF PRESERVING AND INTERPRETING THE WEST. THE EDUCATIONAL PROGRAMS ALSO STRENGTHEN THE ARTISTIC VALUE OF THE MUSEUMS'S COLLECTION TO THE PUBLIC AND EXPOSE THE PUBLIC TO VARIOUS CULTURES AND ARTISTIC TRADITIONS OF THE WEST. 194190 926906 OTHER PROGRAMS 194190 926906 8199093 1 1 0 0 0 0 0 1 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 198 0 1 140 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 49 48 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OK X THE ORGANIZATION 4054782250 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 HENRY A TRUE III CHAIRMAN 1.00 X 0 0 0 JERRY WINCHESTER VICE CHAIRMAN 1.00 X 0 0 0 EVERETT DOBSON SECRETARY 1.00 X 0 0 0 LYNNETTE FRIESS TREASURER 1.00 X 0 0 0 ROGER SIMONS IMMEDIATE PAST CHAIR 1.00 X 0 0 0 GILBERT AGUIRRE DIRECTOR 1.00 X 0 0 0 ROBERT ALLEE DIRECTOR 1.00 X 0 0 0 JT ATHERTON DIRECTOR 1.00 X 0 0 0 LANCE BENHAM DIRECTOR 1.00 X 0 0 0 DR BILLY BERGIN DIRECTOR 1.00 X 0 0 0 GREGORY BRADDOCK DIRECTOR 1.00 X 0 0 0 DON BRINKMAN DIRECTOR 1.00 X 0 0 0 STEPHEN BROPHY DIRECTOR 1.00 X 0 0 0 DR SCOTT CALHOON DIRECTOR 1.00 X 0 0 0 JOHN D CRESAP DIRECTOR 1.00 X 0 0 0 BRENT CUMMINGS DIRECTOR 1.00 X 0 0 0 STEPHEN ELLIOTT DIRECTOR 1.00 X 0 0 0 KEN FERGESON DIRECTOR 1.00 X 0 0 0 ORRIN GABSCH DIRECTOR 1.00 X 0 0 0 MICHAEL GAUGHAN DIRECTOR 1.00 X 0 0 0 PATRICK GRANT DIRECTOR 1.00 X 0 0 0 E PETER HOFFMAN JR DIRECTOR 1.00 X 0 0 0 ROBERT S HUGHES II DIRECTOR 1.00 X 0 0 0 MIKE INGRAM DIRECTOR 1.00 X 0 0 0 CATHY KEATING DIRECTOR 1.00 X 0 0 0 GARY W KINSLOW DIRECTOR 1.00 X 0 0 0 S WHITFIELD LEE DIRECTOR 1.00 X 0 0 0 LIZ MINYARD LOKEY DIRECTOR 1.00 X 0 0 0 FRANK LOVE DIRECTOR 1.00 X 0 0 0 WYATT MCCREA DIRECTOR 1.00 X 0 0 0 FRANK G MERRILL DIRECTOR 1.00 X 0 0 0 RICK MONCRIEF DIRECTOR 1.00 X 0 0 0 LARRY NICHOLS DIRECTOR 1.00 X 0 0 0 MICHAEL J NICOLA DIRECTOR 1.00 X 0 0 0 BOBBY NORRIS DIRECTOR 1.00 X 0 0 0 TED PAUP DIRECTOR 1.00 X 0 0 0 ANDREA PERDUE DIRECTOR 1.00 X 0 0 0 LESLIE J RAINBOLT DIRECTOR 1.00 X 0 0 0 SUSAN ROEDER DIRECTOR 1.00 X 0 0 0 LEONARD J SADLER DIRECTOR 1.00 X 0 0 0 GREGORY M SIMON DIRECTOR 1.00 X 0 0 0 ROBERT SLATER DIRECTOR 1.00 X 0 0 0 SARAH STAFFORD DIRECTOR 1.00 X 0 0 0 ANITA LA CAVA SWIFT DIRECTOR 1.00 X 0 0 0 CLAYTON TAYLOR DIRECTOR 1.00 X 0 0 0 MICHAEL G THORNE DIRECTOR 1.00 X 0 0 0 REX W TILLERSON DIRECTOR 1.00 X 0 0 0 NITA VAIL DIRECTOR 1.00 X 0 0 0 GORDON WHITENER DIRECTOR 1.00 X 0 0 0 JOHN W WROTEN JR DIRECTOR 1.00 X 0 0 0 NATALIE SHIRLEY FORMER PRESIDENT 40.00 X 289232 0 22339 MICHAEL MYERS FORMER CHIEF FINANCIAL OFFICER 40.00 X 109917 0 6767 PATRICK FITZGERALD PRESIDENT 40.00 X 50168 0 2333 JJ TREADWELL CHIEF FINANCIAL OFFICER 40.00 X 8402 0 0 JEFF EWING CHIEF DEVELOPMENT OFFICER 40.00 X 227274 0 9114 684993 0 40553 3 0 1 0 CORY'S AUDIO VISUAL SERVICES INC 9525 W RENO AVENUE OKLAHOMA CITY OK 73127 AUDIO VISUAL 617839 PETROLEUM CLUB 100 N BROADWAY SUITE 340 OKLAHOMA CITY OK 73102 CATERING 328028 STREETS INC 100 SE 25TH STREET OKLAHOMA CITY OK 73129 CONSTRUCTION 324001 SOUTHWESTERN STATIONARY PO BOX 18697 OKLAHOMA CITY OK 73154 PRINTING 135982 4 42500 82117 6541686 712002 6666303 AUXILIARY INCOME 713990 1741703 1741703 ADMISSIONS 713990 839806 839806 MEMBERSHIPS AND SUBSCR 713990 201292 201292 2782801 822335 822335 4829 4829 608370 75576 25074 0 583296 75576 658872 75576 583296 10717873 11082310 -364437 -364437 -364437 0 42500 27399 -27399 -27399 1372810 696030 676780 329570 347210 MISCELLANEOUS 900099 453262 453262 453262 11673346 3565633 422786 1018624 725546 448719 199192 77635 3985543 2464888 1094196 426459 114309 82349 24136 7824 503002 362364 106206 34432 377837 247084 90342 40411 39813 39813 71303 71303 50695 50695 163712 163712 220809 57567 158356 4886 417690 409426 742 7522 266359 132944 119407 14008 229409 64909 145075 19425 597840 553540 44300 115482 82064 13593 19825 791109 776684 14425 3675 3675 998435 924450 73985 322885 292451 30434 EQUIPMENT LEASE AND MAI 405244 257263 141916 6065 HONORARIUMS AND AWARDS 291196 273117 18079 PRINTING AND PUBLICATIO 136344 127385 2749 6210 POSTAGE AND SHIPPING 135327 101500 28023 5804 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761920 -3401131 1123105 20583042 22828004 2639448 1122094 24345358 22606660 18700 1293274 1090630 22828004 20657168 3088770 1139278 22606660 23127105 -1332448 1137489 20657168 0.81460 0.18540 1 0 294123 294123 55691105 28754003 26937102 7067590 6459910 607680 2495 2495 0 27838905 ART COLLECTION 44830867 F 44830867 6392953 -5177510 7554 53275 -5116681 11509634 163712 163712 11673346 12291733 7554 53275 60829 12230904 163712 163712 12394616 PART III, LINE 4: ARTWORK IS USED FOR EXHIBITS TO THE PUBLIC AND REFLECT HISTORICAL DEPICTIONS OF THE WEST. HISTORICAL ARTIFACTS ARE BOTH DISPLAYED AND STORED FOR FUTURE DISPLAYS WHICH RECORD THE USE OF THESE ITEMS IN THE WEST AND THE SETTLEMENT OF THE WEST. PART V, LINE 4: THESE FUNDS ARE TO BE USED FOR THE LONG-TERM BETTERMENT AND FINANCIAL STABILITY OF THE MUSEUM. THERE IS A BOARD APPROVED SPENDING POLICY WHICH IS DISTRIBUTED QUARTERLY. THE DISTRIBUTION IS CALCULATED USING THE AVERAGE MARKET VALUE OF THE ACCOUNT OVER THE PREVIOUS 8 QUARTERS MULTIPLIED BY 1.25% (5% ANNUAL SPENDING LIMIT). PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,399. INVENTORY EXPENSES 25,876. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,399. INVENTORY EXPENSES 25,876. X X 1 RRK RESOURCES LLC 16393 SCOTLAND WAY EDMOND OK 73013 FUNDRAISING 0 354206 50695 303511 354206 50695 303511 OK FALL EVENT 42500 42500 11116 16283 42500 42500 11116 16283 27399 -27399 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 NATALIE SHIRLEY FORMER PRESIDENT 289232 0 0 0 0 0 10000 0 12339 0 311571 0 0 0 JEFF EWING CHIEF DEVELOPMENT OFFICER 182090 0 45184 0 0 0 9114 0 0 0 236388 0 0 0 PART I, LINE 1A ALL EMPLOYEES, INCLUDING OUR PRESIDENT, MAY INCUR SOME EXPENSES FOR THE BENEFIT OF THE MUSEUM, FOR EXAMPLE TAKING A CLIENT OR DONOR TO LUNCH. THE EMPLOYEES MUST PRESENT A COPY OF THE INVOICE TO THE ACCOUNTING DEPARTMENT FOR REIMBURSEMENT. ANY EMPLOYEE CAN REQUEST A TRAVEL ADVANCE WHICH THE ACCOUNTING DEPARTMENT SETS UP AS A RECEIVABLE FROM THE EMPLOYEE UNTIL THE EMPLOYEE RETURNS FROM THEIR TRAVEL AND SUBMITS THEIR RECEIPTS WITH EITHER THE REMAINING FUNDS OR A REQUEST FOR ANY ADDITIONAL EXPENSES. PART I, LINE 7 THE PRESIDENT AND CEO HAD THE POTENTIAL TO RECEIVE A BONUS SET ON ACHIEVABLE OBJECTIVES WHICH WERE DETERMINED BY OUR EXECUTIVE COMMITTEE. IN 2022, THE PRESIDENT AND CEO ELECTED TO WAIVE THE BONUS. IN ADDITION, THE CHIEF DEVELOPMENT OFFICER ALSO HAS THE POTENTIAL TO RECEIVE A BONUS BASED ON PERFORMANCE GOALS RELATED TO FUNDRAISING. ROBERT ALLEE BOARD MEMBER 135982 USE OF BUSINESS, SOUTHWESTERN PRINTING 0 X 325 651131 APPRAISAL X 1 534 FAIR MARKET VALUE X FOOD 1 32247 FAIR MARKET VALUE X TRANSPORTATION 1 23260 FAIR MARKET VALUE X OTHER PROPERTY DONATED 2 3980 FAIR MARKET VALUE X OFFICE SUPPLIES 1 850 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW PRIOR TO THE FILING OF THE 990. AFTER THE FORM 990 IS FILED WITH THE IRS, THIS FORM IS DISTRIBUTED TO ALL VOTING MEMBERS ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C STAFF IS REQUIRED TO SIGN RECEIPT OF EMPLOYEE HANDBOOK UPON EMPLOYMENT WHICH CONTAINS THE CONFLICT OF INTEREST STATEMENT. THE BOARD OF DIRECTORS ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT WHICH IS KEPT IN THEIR DIRECTOR'S FILE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF MANAGEMENT IS SUBJECT TO ANNUAL REVIEW BY THE COMPENSATION COMMITTEE, WHICH INCLUDES THE BOARD CHAIRMAN AND AUDIT COMMITTEE CHAIRMAN. THIS REVIEW DETERMINES THE REASONABLENESS OF THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.