2025-10-17T06:28:35-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-01-01 741036131 Houston Museum of Natural Science HOUS 7136394629 5555 Hermann Park Drive Houston TX 77030 Jill M Lee CFO 7136394629 2025-10-17 1 0 Barbara Murphy P01386215 7134395739 2025-10-17 2024 2025-03-06 01:10:19Z Joel A Bartsch 5555 Hermann Park Drive Houston TX 77030 75561012 0 X www.hmns.org X 1909 TX The Houston Museum of Natural Science (HMNS) serves as a valuable resources for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions, and comprehensive classroom experiences. 52 51 944 711 6562 5062 44950418 15217432 32232572 27263957 2650117 2329057 2240855 3620021 82073962 48430467 8000 8000 0 0 23377420 24077921 0 0 5178713 42579802 25728115 65965222 49814036 16108740 -1383569 308228843 299395170 56255931 44914488 251972912 254480682 X The mission of the Houston Museum of Natural Science shall be to preserve and advance the general knowledge of natural science; to enhance in individuals the knowledge of and delight in natural science and related subjects; and to maintain and promote a museum of the first class. 0 0 33509327 25584451 Since its establishment in 1909, the Houston Museum of Natural Science has served as a valuable resource for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions, and comprehensive classroom experiences. See Schedule O.- In its permanent venues - drawing from its diverse collections of over 1.5 million objects - the Museum provides visitors with opportunities to expand their knowledge of anthropology, malacology, mineralogy, paleontology, entomology, chemistry, physics, biology, and other disciplines. - The 400-seat Wortham Giant Screen Theatre presents relevant and entertaining films covering a wide variety of scientific topics. The Burke Baker Planetarium provides state-of-the-art, immersive learning adventures in astronomy and related subject matter. - The Cockrell Butterfly Center is a living rain forest, allowing visitors to observe plants and insects and learn their roles in a natural ecosystem. - The George Observatory in Brazos Bend State Park is a direct link to the planets and stars, giving visitors the opportunity to stargaze with a variety of telescopes, including the 36-inch Gueymard Research Telescope, one of the largest telescopes in the U.S. available to the public. 3071385 8000 2761732 The Museum's educational efforts are aimed at children and adults alike. Through hands-on interactive opportunities such as summer camps, field trips, outreach programming, teacher trainings, lecture series, and curator-led travel opportunities the Museum seeks to provide an inspirational learning environment that promotes scientific inquiry as a mode of thinking and engages the public in the wonders of science. 36580712 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 223 0 1 944 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 52 51 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Jill M Lee 7136394610 5555 Hermann Park Drive Houston TX 77030 Randa Duncan Williams Chairman 6.00 X X 0 0 0 William C Montgomery Vice Chairman 6.00 X X 0 0 0 Matthew J Assiff Treasurer 6.00 X X 0 0 0 Tim Cejka Secretary 6.00 X X 0 0 0 Al Walker Imm. Past Chair 6.00 X X 0 0 0 F Fox Benton III Trustee 1.00 X 0 0 0 Anne Hamman Brollier Trustee 1.00 X 0 0 0 Brady F Carruth Trustee 1.00 X 0 0 0 Ernest H Cockrell Trustee 1.00 X 0 0 0 Carolyn Davis Trustee 1.00 X 0 0 0 Neil W Duffin Trustee 1.00 X 0 0 0 Douglas C Elliott Trustee 1.00 X 0 0 0 George R Farris Trustee 1.00 X 0 0 0 Jason Fertitta Trustee 1.00 X 0 0 0 Alfred C Glassell III Trustee 1.00 X 0 0 0 Jeff B Gustavson Trustee 1.00 X 0 0 0 Randall B Hale Trustee 1.00 X 0 0 0 Marie Fondren Hall Trustee 1.00 X 0 0 0 Tracey Henderson Trustee 1.00 X 0 0 0 Maynard Holt Trustee 1.00 X 0 0 0 Michael Holthouse Trustee 1.00 X 0 0 0 Peter D Huddleston Trustee 1.00 X 0 0 0 John W Johnson Trustee 1.00 X 0 0 0 TMark Kelly Trustee 1.00 X 0 0 0 Sippi K Khurana MD Trustee 1.00 X 0 0 0 Truett Latimer Trustee 1.00 X 0 0 0 George Lindahl III Trustee 1.00 X 0 0 0 Joella Mach Trustee 1.00 X 0 0 0 Sean M Maher Trustee 1.00 X 0 0 0 Derrick Mitchell Trustee 1.00 X 0 0 0 Michael K Mithoff Trustee 1.00 X 0 0 0 Laurie N Morian Trustee 1.00 X 0 0 0 David A Pustka Trustee 1.00 X 0 0 0 Carroll R Ray Trustee 1.00 X 0 0 0 Jason Sabat Trustee 1.00 X 0 0 0 Thomas E Smith Trustee 1.00 X 0 0 0 Christopher Stavros Trustee 1.00 X 0 0 0 Lias J Steen Trustee 1.00 X 0 0 0 George W Strake III Trustee 1.00 X 0 0 0 Samuel E Stubbs Trustee 1.00 X 0 0 0 Garry Tanner Trustee 1.00 X 0 0 0 Rusty Walter Trustee 1.00 X 0 0 0 James D Weaver Trustee 1.00 X 0 0 0 Kelli Ann Weinzierl Trustee 1.00 X 0 0 0 Harry P Weitzel Trustee 1.00 X 0 0 0 Eugene Werlin Jr Trustee 1.00 X 0 0 0 William M Wheless III Trustee 1.00 X 0 0 0 John P Wilkirson Trustee 1.00 X 0 0 0 David W Williams Trustee 1.00 X 0 0 0 Jack P Williams Jr Trustee 1.00 X 0 0 0 Jeanie Kilroy Wilson Trustee 1.00 X 0 0 0 James Wu Trustee 1.00 X 0 0 0 Joel A Bartsch President 40.00 X 726197 0 30585 Jill M Lee Chief Financial Officer 40.00 X 409084 0 31087 Eugenia K Dermas Chief Development Officer 40.00 X 550875 0 30774 Angel DeLeon SVP, HR/Bldg Operations 40.00 X 250573 0 28856 Erin Blatzer SVP, Budgeting 40.00 X 259098 0 26253 Latha Thomas SVP, Marketing 40.00 X 230000 0 13821 Lisa Rebori SVP, Collection/Exhibit 40.00 X 227262 0 19393 Melodie Wade SVP, Digital Marketing 40.00 X 179175 0 12646 Mark Belcher Director of IT 40.00 X 213306 0 19250 Oscar Ruiz VP, Museum Facilities 40.00 X 161554 0 16582 Nicole Temple VP, Education 40.00 X 151462 0 16038 Victor Ticas Dir. Exhibit Prod. 40.00 X 169738 0 20262 Nicholaus Gaytan Controller 40.00 X 176391 0 17550 3704715 0 283097 27 0 1 0 Sixtyfour Design LLC 915 Henderson St Unit 2 Houston TX 77077 Website design, exhibit interactives 982654 Paul Bernhard Exhibit Design & Consultin 3506 Rogge Ln Austin TX 78723 Exhibition hall design and construction 768000 Hines Interests Limited Partnership PO Box 301064 Dallas TX 75303 Project management 745621 Innovative Environments 7885 Northcourt Ste 100 Houston TX 77040 Creating branded spaces and exhibits 552989 Elevator Repair Service PO Box 11037 Houston TX 77293 Repairs and maintenance 372584 14 1529067 13688365 811748 15217432 Admission fees 541900 17317793 17317793 Membership fees 541900 4401470 4401470 Educational prog. fees 611710 2761732 2761732 Parking garage revenue 812930 2100182 2100182 Tours/commissions 900099 682780 682780 27263957 855150 6542 848608 1984305 448370 1535935 1535935 1091539 444396 23720330 22246423 1473907 1473907 20 1473887 522038 1529067 713639 -191601 -191601 3712800 3722113 -9313 -9313 Collection fees 900099 2285000 2285000 2285000 48430467 28346183 6562 4860290 8000 8000 2890575 2072460 500402 317713 17739160 12631154 3124325 1983681 478440 340088 84623 53729 1556717 1109207 273721 173789 1413029 1006602 248592 157835 43869 43869 110353 110353 249932 249932 4066622 3250516 518155 297951 1528516 1516307 12209 2015034 1015130 836295 163609 1284740 969199 195062 120479 216780 123444 59181 34155 3076220 3076220 6043638 4338528 1044493 660617 1124485 810197 212045 102243 Exhibit expenses 2300170 2299773 397 Service maintenance 1079141 840932 139311 98898 Catering 558624 38235 520389 Other event expenses 405342 405342 1624649 1134720 414252 75677 49814036 36580712 8054611 5178713 33999 34000 18744185 13693136 49636592 40863239 320892 386128 4714393 5152401 1983671 1640309 237395586 89988296 148588999 147407290 42797467 56638522 35467786 26086436 2151 5938708 7493709 308228843 299395170 5351794 2223136 3501537 3701618 47402600 38989734 56255931 44914488 X 126098883 152799671 125874029 101681011 251972912 254480682 308228843 299395170 -1383569 3891339 0 X 0 1 X 1 0 X 42399234 43320629 14668268 44950418 15217431 160555980 42399234 43320629 14668268 44950418 15217431 160555980 70708025 89847955 951487 652471 966034 1105195 1299546 4974733 14224 4712 26033 12636 2290062 2347667 167878380 148428971 0.53520 0.55800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 48424144 2543043 3718242 1916897 52768532 42036270 4467775 3777901 1857802 48424144 45203824 2607087 -4002948 1771693 42036270 38241922 4073045 4603940 1715083 45203824 37485738 928203 1485223 1657242 38241922 0.00000 0.91930 0.08070 0 0 150896 150896 204104498 75057028 129047470 5441528 1816066 3625462 21537267 13115202 8422065 6161397 6161397 147407290 Hedge/private equity funds 18058505 F Partnerships 8027931 F 26086436 54177644 3891339 3891339 50286305 249932 -2105770 -1855838 48430467 51669874 0 51669874 249932 -2105770 -1855838 49814036 Part III, Line 1a: Collections are not reflected as assets in the statement of financial position. Purchases of collection items are reflected first as expense and then as decreases in unrestricted net assets in the year in which the items are acquired or as decreases in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected in the financial statement as donations or as assets. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. Description of collections - The Museum maintains over 1.5 million artifacts and natural history specimens in its permanent collections. Collections are maintained in the following disciplines: anthropology (including archaeology and ethnology), botany, entomology, gems and minerals, malacology, paleontology, science history and technology, and vertebrate zoology. The artifacts and specimens come from worldwide locations and were acquired by the Museum through gifts from the general public, staff field collection and salvage efforts, and purchases and exchanges with other scientific organizations. The Museum uses the artifacts and specimens for public exhibition, as loans to other museums, and for educational programs and research. Stewardship policy for collections - The Museum is responsible for the preservation of its collections in perpetuity. Under the direction of the Collections Committee, the Board of Trustees of the Museum, the President of the Museum, the Director of Collections, and the Curatorial Staff, collections continue to be cared for, used, and expanded. The proceeds of any sales of collection items are used to acquire other items for collections. The Museum maintains cataloged records of accessions, deaccessions, and items in each particular collection. Part III, Line 4: See above for the description of the organization's collections included in the text of the footnote in the organization's audited financial statements. Part V, Line 4: The endowment funds support the operations of the Museum. Part XI, Line 4b - Other Adjustments: Rental expenses -448,370. Gift shop cost of goods sold -2,062,742. Event expenses 405,342. Part XII, Line 4b - Other Adjustments: Rental expenses -448,370. Gift shop cost of goods sold -2,062,742. Event expenses 405,342. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 18058505 0 0 0 0 0 0 18058505 0 18058505 1 0 1 1 0 0 Part 1, Line 3f - Investments and expenditures per region The amount reported in Part 1, Line 3, column F represents the fair market value of foreign investments held by the organization and the end of the tax year. Gala 2051105 1529067 522038 11175 151882 38206 512376 2051105 1529067 522038 11175 151882 38206 512376 713639 -191601 1 Evelyn Frensley Scholarship 2 4000 Wilhelmina Robertson Excellence Award 2 4000 Part I, Line 2: Through the generosity of the Cockrell Foundation, the Houston Museum of Natural Science offers the Evelyn Frensley Scholarship for Outstanding Achievement in Science or Mathematics. A $2,000 award goes to high school juniors at two high schools in Harris County. Of special interest to the Museum review committee is a description of plans for college and future career and a description of projects or activities that demonstrate ability and interest in science or mathematics. Scholarship applications are available on the website. In recognition of the fine educators of Houston, the Museum presents the Wilhelmina C. Robertson Excellence in Science or Mathematics Teaching Award. This award of $2,000 will go to one K-5th grade science or math teacher, and one 6th-12th grade science or math teacher who demonstrates significant ability and dedication to teaching in either discipline in Harris County. Nomination applications are available on the website. X X X X X 0 0 0 0 0 0 0 0 0 Joel A Bartsch President 726197 0 0 0 0 0 20700 0 9885 0 756782 0 0 0 Eugenia K Dermas Chief Development Officer 550875 0 0 0 0 0 20648 0 10126 0 581649 0 0 0 Jill M Lee Chief Financial Officer 409084 0 0 0 0 0 20700 0 10387 0 440171 0 0 0 Erin Blatzer SVP, Budgeting 259098 0 0 0 0 0 15438 0 10815 0 285351 0 0 0 Angel DeLeon SVP, HR/Bldg Operations 250573 0 0 0 0 0 16500 0 12356 0 279429 0 0 0 Lisa Rebori SVP, Collection/Exhibit 227262 0 0 0 0 0 12650 0 6743 0 246655 0 0 0 Latha Thomas SVP, Marketing 230000 0 0 0 0 0 13800 0 21 0 243821 0 0 0 Mark Belcher Director of IT 213306 0 0 0 0 0 12500 0 6750 0 232556 0 0 0 Nicholaus Gaytan Controller 176391 0 0 0 0 0 10800 0 6750 0 193941 0 0 0 Melodie Wade SVP, Digital Marketing 179175 0 0 0 0 0 0 0 12646 0 191821 0 0 0 Victor Ticas Dir. Exhibit Prod. 169738 0 0 0 0 0 10815 0 9447 0 190000 0 0 0 Oscar Ruiz VP, Museum Facilities 161554 0 0 0 0 0 9838 0 6744 0 178136 0 0 0 Nicole Temple VP, Education 151462 0 0 0 0 0 9288 0 6750 0 167500 0 0 0 Kyle Bartsch Relative of officer 16500 Consulting 0 Agua Dulce Capital Ptns Trustee's company 150000 Consulting 0 X 9 462520 FMV X Auction items 47 231432 FMV X Supplies 0 117796 FMV 0 1 0 Form 990, Part VI, Section A, line 1a The Executive Committee supervises the operation of the Museum in accordance with the policies established by the Board of Trustees. The Executive Committee also approves all temporary and/or traveling exhibitions presented by the Museum President and staff. The Executive Committee annually approves a written statement of purpose which each sub-committee must maintain and follow. The Executive Committee consists of the Chairman, Immediate Past Chairman, Vice Chairman, Treasurer, Secretary, President of the Museum Guild, President of the Museum and respective chairs of the following committees: Accessions/De-accessions and Collections, Exhibits, Education and Community Outreach. Form 990, Part VI, Section B, line 11b An independent CPA firm prepares the return. The CFO & CEO review the return with a partner of the CPA firm. A copy of the approved form is provided to all Board members prior to filing with the IRS. Form 990, Part VI, Section B, line 12c HMNS Board members and senior management staff are required to complete a questionnaire annually which discloses any interests that might result in or have the appearance of a conflict of interest. They must also remove themselves from any participation in the particular activity or negotiation or face disciplinary action. Form 990, Part VI, Section B, line 15a The Compensation Committee comprised of board members determines the compensation of the CEO, Executive Director, top management officials & other key employees based on comparable data from comparable institutions. Form 990, Part VI, Section C, line 19 Available to the public upon request.