2025-11-13T11:20:13-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 300341029 NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM NATI 4054782250 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 JJ TREADWELL CHIEF FINANCIAL OFFICER 4054782250 2025-11-12 1 1 ASHLEY M FOGLE P00234298 4058482020 2025-11-12 2024 2025-03-06 01:10:19Z JJ TREADWELL 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 38384012 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. 51 51 154 160 703955 0 18792874 17843197 2698254 2955573 460720 1543688 1794718 1746382 23746566 24088840 0 0 0 0 6459203 6779480 92118 94864 2266600 5930834 6491871 12482155 13366215 11264411 10722625 121562514 136165241 2387725 4231705 119174789 131933536 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 1973628 1570617 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. 3987895 1087131 EXHIBITS ARE SHOWCASED THROUGHOUT THE MUSEUM TO ENCOURAGE CURIOSITY AND EDUCATE THE PUBLIC ABOUT THE HISTORY AND VALUES OF THE AMERICAN WEST. 999545 357792 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. 539403 OTHER PROGRAMS 539403 6961068 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 1 253 0 1 154 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 51 51 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 GILBERT G AGUIRRE 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 GREGORY J 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 SCOTT CALHOON DIRECTOR 1.00 X 0 0 0 STEVEN COREY 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 RANDY DAVIS DIRECTOR 1.00 X 0 0 0 EVERETT DOBSON 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 LYNNETTE FRIESS DIRECTOR 1.00 X 0 0 0 ORRIN L GABSCH DIRECTOR 1.00 X 0 0 0 MICHAEL GAUGHAN DIRECTOR 1.00 X 0 0 0 E PETER HOFFMAN JR DIRECTOR 1.00 X 0 0 0 JIM HUNT 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 M 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 JIM MORRIS II DIRECTOR 1.00 X 0 0 0 RICK MUNCRIEF 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 FRANK SEMPLE DIRECTOR 1.00 X 0 0 0 ROGER N SIMONS DIRECTOR 1.00 X 0 0 0 BOBBY SLATER DIRECTOR 1.00 X 0 0 0 LINDA SOUTHERN-HEATHCOTT 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 JEFF TIMMERMAN DIRECTOR 1.00 X 0 0 0 HANK TRUE 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 JERRY WINCHESTER DIRECTOR 1.00 X 0 0 0 PATRICK FITZGERALD PRESIDENT 40.00 X 336099 0 18821 JJ TREADWELL CHIEF FINANCIAL OFFICER 40.00 X 154276 0 13063 JEFF EWING CHIEF DEVELOPMENT OFFICER 40.00 X 260293 0 15980 BOB MILLER IMAGINEER 40.00 X 192094 0 15648 JAKE YUNKER MAJOR GIFTS OFFICER 40.00 X 196171 0 15098 DIANA FIELDS VP OF GRANT AND EDUCATION ADVANCEMENT 40.00 X 167608 0 13793 1306541 0 92403 6 0 1 0 LIGHTHOUSE IMMERSIVE INC 640 BRIAR HILL AVE TORONTO ONTARIO CA M5N 1N2 GALLERY CONSTRUCTION & DESIGN 2442500 SILVER STAR CONSTRUCTION CO 2401 S BROADWAY MOORE OK 73160 CONSTRUCTION SERVICES 2042648 AC OWEN CONSTRUCTION LLC 1376 FRETZ DRIVE EDMOND OK 73003 CONSTRUCTION SERVICES 1119025 NELSON LANDSCAPING PO BOX 5636 EDMOND OK 73111 LANDSCAPING SERVICES 913798 CORYS A-V SERVICES INC 9525 W RENO OKLAHOMA CITY OK 73127 AUDIO VISUAL 732552 29 69266 414022 17359909 2455331 17843197 AUXILIARY INCOME 713990 1570617 1570617 ADMISSIONS 713990 1087131 1087131 MEMBERSHIPS AND SUBSCR 713990 297825 297825 2955573 1116001 1116001 1177 1177 483821 286594 0 0 483821 286594 770415 286594 483821 13985387 13528714 28986 456673 -28986 427687 427687 0 69266 41941 -41941 -41941 1408577 695531 713046 295685 417361 MISCELLANEOUS 900099 303685 303685 303685 24088840 3554943 703955 1986745 801274 371380 273389 156505 4979635 2346961 1731000 901674 165090 79734 48531 36825 439552 208197 176822 54533 393929 170886 157317 65726 2930 2930 68730 68730 94864 94864 139700 139700 381718 124279 97830 159609 741448 91664 44019 605765 89795 22047 62400 5348 315405 39889 234166 41350 552740 511782 40958 187745 107144 10794 69807 471732 448659 22803 270 56025 56025 1105932 1023982 81950 313705 279742 33963 EQUIPMENT LEASE AND MAI 828604 213423 602132 13049 A/V & PRODUCTION EXPENS 378235 351580 26594 61 HONORARIUMS AND AWARDS 217335 190235 27100 PRINTING AND PUBLICATIO 172006 140276 3675 28055 468086 239208 195719 33159 13366215 6961068 4138547 2266600 4615907 1108326 486198 2428329 7828960 9916661 341719 231085 548257 491052 242392 10153 77846565 37322381 30804216 40524184 26368200 26986045 4989472 6668257 45337193 47801149 121562514 136165241 1429649 1967480 958076 2264225 2387725 4231705 X 94426221 106958747 24748568 24974789 119174789 131933536 121562514 136165241 10722625 2036122 0 X 0 1 X 1 0 X 8556538 9545983 6867595 19013850 18141022 62124988 1270645 2818660 3237643 2985266 3229005 13541219 9827183 12364643 10105238 21999116 21370027 75666207 2996713 1717442 1362417 4613797 2355309 13045678 0 2996713 1717442 1362417 4613797 2355309 13045678 62620529 812135 1200775 1511110 1598394 1887593 7010007 812135 1200775 1511110 1598394 1887593 7010007 214728 324552 453262 525198 303685 1821425 10854046 13889970 12069610 24122708 23561305 84497639 0.74110 0.70750 0.08300 0.09240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2440371 47801149 X 1 22219112 2015029 2639868 1192388 25681621 20583042 99260 2623597 1086787 22219112 24345358 761920 -3401131 1123105 20583042 22828004 2639448 1122094 24345358 22606660 18700 1293274 1090630 22828004 0.81440 0.14790 0.03770 1 0 294123 294123 71477992 31863021 39614971 6071955 5456865 615090 2495 2495 0 40524184 ART COLLECTION 47801149 F 47801149 26027203 2036122 41941 2078063 23949140 139700 139700 24088840 13268456 41941 41941 13226515 139700 139700 13366215 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 41,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,941. X X X X X X X 1 TAYLOR CAPITAL 745 NE 18TH OKLAHOMA CITY OK 73105 FUNDRAISING 0 435050 51347 383703 RRK RESOURCES LLC 16393 SCOTLAND WAY EDMOND OK 73013 FUNDRAISING 0 353673 43517 310156 788723 94864 693859 OK FALL EVENT 69266 69266 2130 20214 19597 69266 69266 2130 20214 19597 41941 -41941 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 PATRICK FITZGERALD PRESIDENT 294099 0 42000 0 0 0 10000 0 9767 0 355866 0 0 0 JEFF EWING CHIEF DEVELOPMENT OFFICER 225293 0 35000 0 0 0 10000 0 6908 0 277201 0 0 0 JAKE YUNKER MAJOR GIFTS OFFICER 181171 0 15000 0 0 0 9115 0 6908 0 212194 0 0 0 BOB MILLER IMAGINEER 192094 0 0 0 0 0 9668 0 6890 0 208652 0 0 0 DIANA FIELDS VP OF GRANT AND EDUCATION ADVANCEMEN 152608 0 15000 0 0 0 7813 0 6836 0 182257 0 0 0 JJ TREADWELL CHIEF FINANCIAL OFFICER 154276 0 0 0 0 0 7788 0 6143 0 168207 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 ADDITION, THE CHIEF DEVELOPMENT OFFICER ALSO HAS THE POTENTIAL TO RECEIVE A BONUS BASED ON PERFORMANCE GOALS RELATED TO FUNDRAISING. THE MAJOR GIFTS OFFICER AND VP OF GRANT AND EDUCATION ADVANCEMENT POSITIONS ARE BOTH ELIGIBLE FOR A BONUS BASED ON FUNDRAISING ATTAINMENT. BOB SLATER BOARD MEMBER 11034 HOTEL LODGING AT THE ELLISON HOTEL 0 X 128 2440371 APPRAISAL X FOOD 2 7159 FAIR MARKET VALUE X EQUIPMENT 3 6810 FAIR MARKET VALUE X DONATED TRAVEL 1 991 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.