2024-04-25T14:50:26-05:00 2023-09-30 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2022-10-01 750755335 FORT WORTH MUSEUM OF SCIENCE AND HISTORY FORT 8172559300 1600 GENDY STREET FORT WORTH TX 76107 ASHLEY HANSEN CHIEF FINANCIAL OFFICER 8172559300 2024-04-18 1 ASHLEY HANSEN 999009999 0 JOHN VINCENT DAVILA P01434256 8173321328 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ASHLEY HANSEN 1600 GENDY STREET FORT WORTH TX 76107 25380272 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 STORES OF TEXAS AND THE SOUTHWEST. 22 21 185 230 0 0 4967814 21896457 1945621 2507665 165640 211744 994630 713496 8073705 25329362 0 0 0 0 4284976 5057721 0 0 1035568 3907287 6638188 8192263 11695909 -118558 13633453 53869704 69355003 2916211 4694100 50953493 64660903 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 1797018 1695524 THE MUSEUM OWNS AND MAINTAINS A COLLECTION OF OVER 175,000 SCIENTIFIC EXHIBITS AND HISTORICAL OBJECTS WITH AN EMPHASIS ON TEXAS AND THE SOUTHWEST. WE PROVIDE ENGAGING, INTERACTIVE EXPERIENCES TO THE PUBLIC THAT INVOLVE POWERFUL, FIRST-HAND INFORMAL LEARNING THROUGH OUR EXHIBITIONS, INNOVATION GALLERY, INNOVATION STUDIOS, AND CHILDREN'S MUSEUM. THE MUSEUM FEATURES 50,000+ SQUARE FEET OF EXHIBITIONS ON TOPICS INCLUDING ENERGY, DINOSAURS, INNOVATION, FORT WORTH HISTORY, AND ASTRONOMY. THE MUSEUM WELCOMED OVER 252,729 GUESTS, INCLUDING SCHOOL CHILDREN, FAMILIES, AND GROUPS. 1360470 834258 DISCOVERY LAB ON WHEELS PROVIDES PROGRAMMING TO A VARIETY OF AUDIENCES FROM SCHOOL CLASSROOMS TO COMMUNITY AND LIBRARY PROGRAMS. DLW ALSO PROVIDES PROGRAMMING TO ADULT AUDIENCES THROUGH OUR LIFE SCIENCE LECTURES AND RECOLLECTIONS PROGRAMS. THESE PROGRAMS ARE TAILORED TO ADULTS LIVING WITH DEMENTIA OR IN ASSISTED LIVING FACILITIES. DURING FY2022 THE DISCOVERY LAB ON WHEELS PROGRAM VISITED 40 LOCATIONS, 5,579 CHILDREN AND 1,298 ADULTS. DISCOVERY LAB ON WHEELS 2022-2023 SERVED 93 LOCATIONS, 3,929 CHILDREN AND 593 ADULTS. THE FAMILY MUSEUM NIGHTS PROGRAM PROVIDES SCHOOLS WITH THE OPPORTUITY TO BRING THEIR FAMILIES TO THE MUSEUM FOR AN EXCLUSIVE VISIT. IN FY2022, 34 SCHOOOLS VISITED THE MUSEUM WITH 11,802 IN ATTENDANCE. IN FY2023, 88 SCHOOLS VISITED WITH 18,247 IN ATTENDANCE. THE FAMILY STEAM FESITVALS PROGRAM TRAVELS TO CAMPUSES BRINGING QUALITY EDUCATIONAL EXPERIENCES INTO THE SCHOOL FOR FAMILIES WHO MAY NOT BE ABLE TO ATTEND THE MUSEUM OTHERWISE. DURING FY2022, 20 CAMPUSES PARTICIPATED IN THE PROGRAM WITH 6,091 PROGRAM PARTICIPANTS IN ATTENDANCE. IN FY2023, 60 CAMPUSES PARTICIPAED WITH 14,651 PROGRAM PARTICIPANTS IN ATTENDANCE. 3671380 249363 OTHER PROGRAM SERVICES CONSIST OF RENTAL INCOME, NET INCOME FROM SALES OF INVENTORY, PARKING FEES, AND OTHER PROGRAM REVENUES. 3671380 249363 6828868 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 28 0 1 185 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X ASHLEY HANSEN 8172559300 1600 GENDY STREET FORT WORTH TX 76107 X MARIANNE AULD CHAIR 2.50 X X 0 0 0 RYAN C HARRINGTON TRUSTEE 1.00 X 0 0 0 LORENE AGATHER TRUSTEE 1.00 X 0 0 0 MIKE ATKINSON TRUSTEE 1.00 X 0 0 0 STEPHANIE BIRD BAKER TRUSTEE 1.00 X 0 0 0 BRANDON BLEDSOE TRUSTEE 1.00 X 0 0 0 ROY BROOKS TRUSTEE 1.00 X 0 0 0 RUSS ANDERSON TRUSTEE 1.00 X 0 0 0 ANETTE LANDEROS TRUSTEE 1.00 X 0 0 0 JOHN BOSWELL TRUSTEE 1.00 X 0 0 0 NEIL GEURIN TRUSTEE 1.00 X 0 0 0 GARY HAVENER TRUSTEE 1.00 X 0 0 0 LOUELLA MARTIN TRUSTEE 1.00 X 0 0 0 KIT TENNISON MONCRIEF TRUSTEE 1.00 X 0 0 0 MICHAEL PARKS TRUSTEE 1.00 X 0 0 0 JENNIFER K ROSELL TRUSTEE 1.00 X 0 0 0 BENJAMIN ROSENTHAL TRUSTEE 1.00 X 0 0 0 ASHLEY MACNAMARA TRUSTEE 1.00 X 0 0 0 LYNNY SANKARY TRUSTEE 1.00 X 0 0 0 WHIT SMITH SECRETARY 1.00 X 0 0 0 BENSON VARGHESE TRUSTEE 1.00 X 0 0 0 BRAD WHARTON TRUSTEE 1.00 X 0 0 0 KIPPEN DE ALBA CHUE CHIEF OF STAFF/INTERIM PRE 40.00 X 132995 0 0 ORLANDO CARVALHO PRESIDENT 40.00 X 172615 0 0 TAMMY MCKINNEY VICE PRESIDENT OF DEVELOPMENT 40.00 X 247150 0 0 SHERI DANAE PERRY CHIEF FINANCIAL OFFICER 40.00 X 101846 0 0 654606 0 0 4 0 1 0 0 525293 21371164 168359 21896457 EXHIBIT ADMISSIONS 712100 1657841 1657841 EDUCATIONAL PROGRAMS 611110 812199 812199 PLANETARIUM ADMISSIONS 712100 37682 37682 THEATER ADMISSIONS 712100 -57 -57 2507665 213612 213612 98597 98597 989 0 2857 989 -2857 -1868 -1868 391472 48053 343419 343419 MISCELLANEOUS OTHER ITEMS 712100 271480 271480 271480 25329362 2779145 0 653760 654606 109314 220519 324773 3533051 2133279 1218493 181279 280405 43063 230286 7056 275343 42286 226128 6929 314316 171074 110357 32885 2381086 1902781 451549 26756 24323 19437 4613 273 54000 43152 10241 607 11026 11026 98902 58190 10779 29933 193979 77296 2776 113907 419374 348218 68060 3096 27811 12826 14874 111 475036 115 473401 1520 106619 20520 75453 10646 13463 8074 1564 3825 76478 76478 2123359 1811650 305195 6514 132087 132087 REPAIRS AND MAINTENANCE 403485 16863 386547 75 BAD DEBT EXPENSE 272947 272947 RENTAL EXPENSES 80022 3436 76586 MEMBERSHIP DUES 22972 620 13449 8903 -278781 6674 -288988 3533 11695909 6828868 3831473 1035568 4019510 3393644 935100 10227559 22119 20741 1002 18786 31332 41946 98852996 45812634 46544210 53040362 2316431 2402871 0 209094 53869704 69355003 1878059 2650409 250634 334657 750000 1450000 37518 259034 2916211 4694100 X 37950242 42591718 13003251 22069185 50953493 64660903 53869704 69355003 13633453 73957 0 X X 0 1 X 1 0 X 4251951 7700447 7709374 5267464 22287929 47217165 4251951 7700447 7709374 5267464 22287929 47217165 6467276 40749889 185565 40047 34187 33907 312209 605915 18684 7809 26493 284057 97061 259815 709571 271480 1621984 49471557 11010127 0.82370 0.69840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM PARKING FEES AND OTHER MISCELLANEOUS ITEMS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1873766 118064 31620 1960210 5597346 -273783 3449797 1873766 6198126 407552 1008332 5597346 6710148 14171 261707 787900 6198126 6729295 14171 74498 107816 6710148 1.00000 0 0 423225 423225 67116885 29532025 37584860 512246 113031 399215 3923820 3329127 594693 26876820 12838451 14038369 53040362 DEPOSITS HELD/REFUNDS DUE 29738 DEFERRED GIFT CARDS 20202 OPERATING LEASE LIABILITY 209094 259034 X 25440346 73957 73957 25366389 11026 -48053 -37027 25329362 11732936 48053 48053 11684883 11026 11026 11695909 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ARTIFACTS, SPECIMENS, AND ART OBJECTS PURCHASED OR DONATED ARE NOT INCLUDED IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS ARTIFACT ACQUISITIONS IN THE YEAR ACQUIRED. PART III, LINE 4: THE MUSEUM HOLDS ITS COLLECTION FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH. THE MUSEUM PROTECTS, CARES FOR, PRESERVES AND KEEPS ITS COLLECTION UNENCUMBERED. PART X, LINE 2: THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STATE -48,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RELATED AND NETTED WITH THE MSB FUNDRAISER IN THE STATE 48,053. MAD SCIENTISTS BALL 391472 391472 2033 4450 41570 391472 391472 2033 4450 41570 48053 343419 X X 1 0 0 1 0 0 0 0 0 TAMMY MCKINNEY VICE PRESIDENT OF DEVELOPMENT 197150 0 50000 0 0 0 0 0 0 0 247150 0 0 0 ORLANDO CARVALHO PRESIDENT 172615 0 0 0 0 0 0 0 0 0 172615 0 0 0 PART I, LINE 3 A BOARD APPROVED AGREEMENT IS IN PLACE FOR THE PRESIDENT. PART I, LINE 4A KIPPEN DE ALBA CHU RECIEVED A BOARD APPROVED SEVERANCE PACKAGE. PART I, LINE 5 TAMMY MCKINNEY SALARY BASED ON CONTRIBUTION REVENUE GOALS. THE WHITNEY SMITH COMPANY WHIT SMITH, OWNER, BOARD TRUSTEE 2520 HUMAN RESOURCES CONSULTANT 0 X AIRLINE VOUCHERS 1 61275 FMV X MISC OTHER 1 59024 FMV X ADVERTISING 21 48060 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS A MEMBERSHIP PROGRAM WITH DIFFERENT LEVELS THAT INCLUDE FREE ADMISSIONS TO THE EXHIBITS AND PLANETARIUM AS WELL AS FREE OR DISCOUNTED THEATER TICKETS AND EVENT TICKETS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 FORM IS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO ALL BOARD TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS OUTLINED WITHIN THE EMPLOYEE HANDBOOK THAT ALL HIRED EMPLOYEES RECEIVE AND SIGN OFF THAT THEY HAVE READ AND UNDERSTAND THE POLICIES. BOARD OF TRUSTEES SIGN A CONFLICT OF INTEREST DOCUMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 LOCAL SALARY GUIDELINES PUBLISHED BY AN AREA HUMAN RESOURCES CONSULTANT ARE REVIEWED BY HR STAFF AGAINST CURRENT SALARY LEVELS OF KEY STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 ANY INQUIRIES RELATED TO THE MUSEUM'S 990 OR OTHER IRS FILINGS ARE FORWARDED TO THE EVP FINANCE AND PRESIDENT TO RESPOND TO. SCHEDULE 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.