2023-11-09T15:18:37-06:00 2022-12-31 480567703 KCOE ISOM LLP 1019 EAST MAIN STREET SUITE 201 BOZEMAN MT 59715 990 2022-01-01 816016828 MUSEUM OF THE ROCKIES INC MUSE 4069945275 PO BOX 172720 BOZEMAN MT 597172720 CARL NYSTUEN TREASURER 4069945275 2023-09-26 1 CARL NYSTUEN 999009999 0 BILL MILLS P00366517 4065566160 2023-09-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CARL NYSTUEN PO BOX 172720 BOZEMAN MT 597172720 13412317 0 X WWW.MUSEUMOFTHEROCKIES.ORG X 1965 MT MUSEUM OF THE ROCKIES INSPIRES LIFE-LONG LEARNING IN SCIENCE, HISTORY, CULTURE, AND ART; ADVANCES KNOWLEDGE THROUGH COLLECTIONS, RESEARCH AND DISCOVERY; AND PRESENTS ENGAGING, VIBRANT EXHIBITS AND EDUCATIONAL OPPORTUNITIES. MUSEUM OF THE ROCKIES BRINGS THE WORLD TO MONTANA AND SHARES MONTANA. 18 18 0 157 515 0 4614664 6394498 2477761 2476472 1332856 132080 409309 607228 8834590 9610278 0 0 0 0 0 0 0 0 198582 2596204 3657804 2596204 3657804 6238386 5952474 31412475 33964531 872173 652850 30540302 33311681 X MUSEUM OF THE ROCKIES INVITES ALL PEOPLE TO DISCOVER NATURAL SCIENCE AND CULTURAL HISTORY. THE MUSEUM'S EXHIBITS, COLLECTIONS, PROGRAMS, AND RESEARCH CREATE A COMMUNITY RESOURCE THAT BRINGS THE WORLD TO MONTANA AND SHARES THE NORTHERN ROCKIES WITH THE WORLD. 0 0 1579897 2262616 CONSTRUCTION AND PRESENTATION OF PERMANENT AND TEMPORARY EXHIBITS THAT INFORMS THE PUBLIC ABOUT THE RESULTS OF THE MUSEUM'S RESEARCH. THE MUSEUM CONDUCTS RESEARCH AND ACQUIRES AND MAINTAINS COLLECTIONS FOR PUBLICATION, EXHIBITION, AND TEACHING. 417292 87646 THE MUSUEM DEVELOPS AND PROVIDES EDUCATION PROGRAMS INTERNALLY AND THROUGH OUTREACH PROGRAMS TO STUDENTS. 202226 764714 THE MUSEUM OPERATES A BOOKSTORE AND GIFT SHOP IN THE MUSEUM. BOOKS, SCIENCE KITS, AND OTHER INVENTORY ARE SELECTED WITH CONSIDERATION OF HOW THEY CONTRIBUTE TO THE MUSEUM'S MISSION. EXPENSES REPORTED ABOVE ON LINE 4C REPRESENT FUNCTIONAL EXPENSES ONLY. AS PRESENTED IN PART IX EXPENSES REPORTED ABOVE ON LINE 4C DO NOT INCLUDE COST OF GOODS SOLD AMOUNTING TO $406,058 AS PRESENTED IN PART VIII, LINE 10B. 817439 126210 THE MUSEUM OFFERS MEMBERSHIPS THAT PROVIDE FREE, UNLIMITED ADMISSION TO THE MUSEUM AND THE PLANETARIUM, DISCOUNTS ON CLASSES, PROGRAMS, FIELD TRIPS, AND STORE MERCHANDISE 817439 126210 3016854 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 36 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHRIS DOBBS 4069946543 600 WEST KAGY BLVD BOZEMAN MT 597172730 MATT MILLER PRESIDENT 3.00 X X 0 0 0 JAMES MCCRAY VICE PRESIDENT 2.00 X X 0 0 0 MELODEE HANES SECRETARY 2.00 X X 0 0 0 CARL NYSTUEN TREASURER 2.00 X X 0 0 0 AIMEE DENDRINOS TRUSTEE 2.00 X 0 0 0 WADED CRUZADO TRUSTEE 2.00 X 0 0 0 DENISE SHEEHY TRUSTEE 2.00 X 0 0 0 MICHAEL SCHMIDT TRUSTEE 2.00 X 0 0 0 ROYCE SMITH TRUSTEE 2.00 X 0 0 0 BRIAN SPRENGER TRUSTEE 2.00 X 0 0 0 JENNY YOUNGER TRUSTEE 2.00 X 0 0 0 REGGIE MCNAMARA TRUSTEE 2.00 X 0 0 0 LAURA DORNBERGER TRUSTEE 2.00 X 0 0 0 CHRIS FASTNOW TRUSTEE 2.00 X 0 0 0 STEPHANIE DICKSON TRUSTEE 2.00 X 0 0 0 CHARLEY FRANKLIN TRUSTEE 2.00 X 0 0 0 PAUL MAKARECHIAN TRUSTEE 2.00 X 0 0 0 ISABELLA ROCCISANO TRUSTEE 2.00 X 0 0 0 CHRIS DOBBS EXECUTIVE DIRECTOR 40.00 X 166036 0 27541 166036 0 27541 1 0 1 0 0 466552 470369 5457577 56555 6394498 ADMISSIONS 611710 2262616 2262616 SALES AND RENTS 611710 126210 126210 PUBLIC EVENTS, CLASSES, AND FIELD 611710 87646 87646 2476472 433390 433390 2889670 3190980 -301310 -301310 -301310 45000 470369 203001 -158001 -158001 1173287 408058 765229 764714 515 9610278 3241186 515 -25921 47018 47018 222395 128940 45062 48393 187497 98137 89360 157425 125689 21653 10083 295379 295379 92860 87825 2691 2344 30361 18164 5683 6514 152105 143185 8050 870 8373 4521 3852 REIMBURSEMENT TO MSU FO 1945046 1678272 147133 119641 SUPPLIES 199915 169113 25335 5467 OTHER 176785 144818 31967 0 TAXES, BANK FEES, AND C 115696 106898 3960 4838 26949 15913 10604 432 3657804 3016854 442368 198582 X 5660 7000 4959848 9114179 1500000 6235 48058 194184 331864 222028 8487271 7913702 638815 573569 20416190 20486457 3463765 3366194 42040 920 31412475 33964531 414725 241738 298130 246676 159318 164436 872173 652850 X 16943570 16090243 13596732 17221438 30540302 33311681 31412475 33964531 5952474 -3031195 -149900 0 X X 0 1 X 1 0 X 1156939 1186510 2094647 4492959 6394498 15325553 2413576 2668398 1463382 3703034 3649759 13898149 3570515 3854908 3558029 8195993 10044257 29223702 13435 26225 310000 103200 164598 617458 0 13435 26225 310000 103200 164598 617458 28606244 325695 421490 334489 452566 433390 1967630 5852 7051 1004 2487 515 16909 331547 428541 335493 455053 433905 1984539 5852 7051 1004 2487 515 16909 3907914 4290500 3894526 8653533 10478677 31225150 0.91610 0.90640 0.06360 0.07400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 10799993 4750000 -1473957 14076036 9358269 1441724 10799993 8593902 863003 98636 9358269 7604449 99 1086076 96722 8593902 8806477 234 -195805 -1006457 7604449 0.05900 0.60929 0.33171 0 1 1 319056 319056 5978861 5870420 108441 2069416 1923344 146072 119938 119938 0 573569 POOLED INVESTMENTS HELD BY MSU 16915 F POOLED INVESTMENTS HELD BY MSU FOUNDATION 385119 F REAL ESTATE INCOME TRUST 1653791 F EQUITIES 18430632 F 20486457 COMPENSATED ABSENCES 164436 164436 7176355 -3031195 33231 611059 -2386905 9563260 47018 47018 9610278 4255076 33231 611059 644290 3610786 47018 47018 3657804 PART III, LINE 4: THE ORGANIZATION CONSTRUCTS AND MAINTAINS VARIOUS EXHIBITS FOR PUBLIC VIEWING AND EDUCATION. THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL 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. PART V, LINE 4: THE ORGANIZATION INTENDS TO USE INCOME AND APPRECIATION FROM THE INVESTMENT OF THE ENDOWMENT FUNDS TO SUPPORT THE OPERATIONS OF THE MUSEUM. PART XI, LINE 2D: OTHER REVENUE AMOUNTS INCLUDE $408,058 FROM COST OF SALES AND $203,001 FROM SPECIAL EVENTS. PART XII, LINE 2D: OTHER EXPENSE AMOUNTS INCLUDE $408,058 FROM COST OF SALES AND $203,001 FROM SPECIAL EVENTS. WINE CLASSIC - TASTE OF THE ROCKIES 180829 169829 11000 15423 11963 3075 69817 EVENING AT THE MUSEUM 334540 300540 34000 5109 31806 2983 62825 515369 470369 45000 20532 43769 6058 132642 203001 -158001 0 0 0 0 0 0 0 0 0 CHRIS DOBBS EXECUTIVE DIRECTOR 166036 0 0 0 0 0 14893 0 12648 0 193577 0 0 0 X EVENING AT THE MUSEUM 7 29000 FAIR MARKET VALUE X TASTE OF THE ROCKIES 80 27555 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 YES, THE MEMBERSHIP OF THE CORPORATION IS OPEN TO PERSONS ON AN ANNUAL BASIS. MEMBERS JOIN THE ORGANIZATION BY PAYING DUES OF A CERTAIN AMOUNT ANNUALLY. BOARD OF TRUSTEES MEMBERS MUST BE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A EXCEPT FOR THE EXECUTIVE DIRECTOR, AND THE MSU APPOINTED BOARD OF TRUSTEE MEMBERS, ALL OTHER BOARD OF TRUSTEE MEMBERS ARE ELECTED BY THE GENERAL MEMBERSHIP ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS ARE REQUIRED TO BE VOTED ON BY ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE 990 WAS REVIEWED WITH THE FINANCE COMMITTEE, RECOMMENDED FOR APPROVAL, FORWARDED TO THE EXECUTIVE COMMITTEE AND RECOMMENDED FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE POLICIES, AND IF GOODS OR SERVICES ARE PROVIDED, THEY ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM DOES NOT HAVE EMPLOYEES. THE EXECUTIVE DIRECTOR AND ALL OTHER PERSONS EMPLOYED AT THE MUSEUM ARE HIRED BY AND ARE EMPLOYEES OF MONTANA STATE UNIVERSITY. THE BOARD OF TRUSTEES OF THE MUSEUM COMMENTS ON THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDITED FINANCIAL STATEMENTS, AND FORM 990 ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. MONTANA STATE UNIVERSITY - BOZEMAN PO BOX 172720 BOZEMAN MT 597172720 363412482 PUBLIC UNIVERSITY MT 115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 MONTANA STATE UNIVERSITY - BOZEMAN P 1945046 ACTUAL AMOUNT PAID