2026-06-11T09:16:05-05:00 2025-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2025-01-01 300341029 NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM NATI 4054782250 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 JJ TREADWELL CHIEF FINANCIAL OFFICER 4054782250 2026-06-03 1 ASHLEY M FOGLE P00234298 4058482020 2026-05-27 2025 2025-03-06 01:10:19Z JJ TREADWELL 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 27766312 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. 50 50 134 181 817101 0 17843197 9731077 2955573 3414856 1543688 3338030 1746382 2046253 24088840 18530216 0 0 0 0 6779480 7075583 94864 95386 1843749 6491871 7367648 13366215 14538617 10722625 3991599 136165241 145204553 4231705 7537834 131933536 137666719 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 2409462 1619347 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. 5535167 1275269 EXHIBITS ARE SHOWCASED THROUGHOUT THE MUSEUM TO ENCOURAGE CURIOSITY AND EDUCATE THE PUBLIC ABOUT THE HISTORY AND VALUES OF THE AMERICAN WEST. 1702938 478407 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. 746383 OTHER PROGRAMS 746383 9647567 1 1 0 0 0 0 0 1 0 1 1 1 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 1 192 0 1 134 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 50 50 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 ANDREA PERDUE DIRECTOR 1.00 X 0 0 0 ANITA LA CAVA SWIFT DIRECTOR 1.00 X 0 0 0 BOBBY SLATER DIRECTOR 1.00 X 0 0 0 BOBBY NORRIS DIRECTOR 1.00 X 0 0 0 BRENT CUMMINGS DIRECTOR 1.00 X 0 0 0 CATHY KEATING DIRECTOR 1.00 X 0 0 0 CLAYTON TAYLOR DIRECTOR 1.00 X 0 0 0 DON BRINKMAN DIRECTOR 1.00 X 0 0 0 EVERETT DOBSON DIRECTOR 1.00 X 0 0 0 FRANK LOVE DIRECTOR 1.00 X 0 0 0 FRANK G MERRILL DIRECTOR 1.00 X 0 0 0 FRANK SEMPLE DIRECTOR 1.00 X 0 0 0 GARY W KINSLOW DIRECTOR 1.00 X 0 0 0 GILBERT G AGUIRRE DIRECTOR 1.00 X 0 0 0 GORDON WHITENER DIRECTOR 1.00 X 0 0 0 GREGORY J BRADDOCK DIRECTOR 1.00 X 0 0 0 HANK TRUE DIRECTOR 1.00 X 0 0 0 JERRY WINCHESTER DIRECTOR 1.00 X 0 0 0 JIM HUNT DIRECTOR 1.00 X 0 0 0 JIM MORRIS II DIRECTOR 1.00 X 0 0 0 JOHN D CRESAP DIRECTOR 1.00 X 0 0 0 KEN FERGESON DIRECTOR 1.00 X 0 0 0 LANCE BENHAM DIRECTOR 1.00 X 0 0 0 LARRY NICHOLS DIRECTOR 1.00 X 0 0 0 LEONARD J SADLER DIRECTOR 1.00 X 0 0 0 LESLIE J RAINBOLT DIRECTOR 1.00 X 0 0 0 LINDA SOUTHERN-HEATHCOTT DIRECTOR 1.00 X 0 0 0 LIZ M LOKEY DIRECTOR 1.00 X 0 0 0 LYNNETTE FRIESS DIRECTOR 1.00 X 0 0 0 MICHAEL GAUGHAN DIRECTOR 1.00 X 0 0 0 MIKE INGRAM DIRECTOR 1.00 X 0 0 0 MICHAEL J NICOLA DIRECTOR 1.00 X 0 0 0 MICHAEL G THORNE DIRECTOR 1.00 X 0 0 0 NITA VAIL DIRECTOR 1.00 X 0 0 0 ORRIN L GABSCH DIRECTOR 1.00 X 0 0 0 PETER HOFFMAN DIRECTOR 1.00 X 0 0 0 RANDY DAVIS DIRECTOR 1.00 X 0 0 0 REX W TILLERSON DIRECTOR 1.00 X 0 0 0 RICK MUNCRIEF DIRECTOR 1.00 X 0 0 0 ROGER N SIMONS DIRECTOR 1.00 X 0 0 0 SARAH STAFFORD DIRECTOR 1.00 X 0 0 0 SCOTT CALHOON DIRECTOR 1.00 X 0 0 0 STEPHEN BROPHY DIRECTOR 1.00 X 0 0 0 STEVEN COREY DIRECTOR 1.00 X 0 0 0 STEPHEN ELLIOTT DIRECTOR 1.00 X 0 0 0 SUSAN ROEDER DIRECTOR 1.00 X 0 0 0 TED PAUP DIRECTOR 1.00 X 0 0 0 JT ATHERTON DIRECTOR 1.00 X 0 0 0 WHITT LEE DIRECTOR 1.00 X 0 0 0 WYATT MCCREA DIRECTOR 1.00 X 0 0 0 PATRICK FITZGERALD PRESIDENT 40.00 X 358874 0 19297 JJ TREADWELL CHIEF FINANCIAL OFFICER 40.00 X 156416 0 12233 JEFF EWING CHIEF DEVELOPMENT OFFICER 40.00 X 250717 0 16048 BOB MILLER IMAGINEER 40.00 X 192096 0 15588 DIANA FIELDS VP OF GRANT AND EDUCATION ADVAN. 40.00 X 159697 0 13548 1117800 0 76714 5 0 1 0 LIGHTHOUSE IMMERSIVE INC 640 BRIAR HILL AVE TORONTO ONTARIO CA M5N 1N2 GALLERY CONSTRUCTION AND DESIGN 2623188 AC OWEN CONSTRUCTION LLC 1376 FRETZ DRIVE EDMOND OK 73003 CONSTRUCTION SERVICES 2542888 STREETS INC 100 SE 25TH STREET OKLAHOMA CITY OK 73129 MECHANICAL SERVICES 1687529 IDEUM INC 2469 CORRALES RD BLDG C CORRALES NM 87048 GALLERY CONSTRUCTION AND DESIGN 878139 PETROLEUM CLUB OF OKLAHOMA CITY 100 N BROADWAY AVE 3400 OKLAHOMA CITY OK 73102 CATERING 388369 17 56320 191043 9483714 197951 9731077 AUXILIARY INCOME 713990 1795506 1795506 ADMISSIONS 713990 1275269 1275269 MEMBERSHIPS AND SUBSCR 713990 344081 344081 3414856 1105545 1105545 92 92 567400 470805 0 0 567400 470805 1038205 470805 567400 10659290 8304855 121950 2354435 -121950 2232485 2232485 0 56320 42890 -42890 -42890 1432077 766401 665676 319380 346296 MISCELLANEOUS 900099 385170 385170 385170 18530216 4119406 817101 3862632 816422 429400 234605 152417 5222399 2798955 1525435 898009 142768 73545 37101 32122 449947 236621 151016 62310 444047 241518 129946 72583 12746 1253 10313 1180 59468 59468 95386 95386 187873 10062 177811 88268 17969 65625 4674 714760 360874 63024 290862 120059 78451 40246 1362 347565 252909 34556 60100 639877 592462 47415 159278 85450 9630 64198 448490 421773 25470 1247 6618 34 6413 171 1929597 1786614 142983 297943 266294 31649 EQUIPMENT LEASE AND MAI 1060301 1041665 11029 7607 A/V & PRODUCTION EXPENS 428368 417152 10955 261 HONORARIUMS AND AWARDS 179281 177540 1686 55 BANK AND CREDIT CARD FE 173627 34292 138289 1046 513529 322734 92636 98159 14538617 9647567 3047301 1843749 1108326 1399682 2428329 2703843 9916661 8162347 231085 257293 491052 421624 10153 29712 86897822 39251978 40524184 47645844 26986045 28663112 6668257 8008834 47801149 47912262 136165241 145204553 1967480 2710234 2264225 4827600 4231705 7537834 X 106958747 114733471 24974789 22933248 131933536 137666719 136165241 145204553 3991599 1741584 0 X 0 1 X 1 0 X 9545983 6867595 19013850 18141022 10075158 63643608 2818660 3237643 2985266 3229005 3757261 16027835 12364643 10105238 21999116 21370027 13832419 79671443 1717442 1362417 4613797 2355309 3709674 13758639 0 1717442 1362417 4613797 2355309 3709674 13758639 65912804 1200775 1511110 1598394 1887593 2143842 8341714 1200775 1511110 1598394 1887593 2143842 8341714 324552 453262 525198 303685 385170 1991867 13889970 12069610 24122708 23561305 16361431 90005024 0.73230 0.74110 0.09270 0.08300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142234 47912262 X 1 25681621 17752 4293666 3201371 26791668 22219112 2015029 2639868 1192388 25681621 20583042 99260 2623597 1086787 22219112 24345358 761920 -3401131 1123105 20583042 22828004 2639448 1122094 24345358 0.79760 0.14180 0.06060 1 0 294123 294123 79376833 34554362 44822471 7224371 4695121 2529250 2495 2495 0 47645844 ALTERNATIVE INVESTMENTS 6160832 F PARTNERSHIPS 1848002 F 8008834 ART COLLECTION 47912262 F 47912262 20153534 1741584 8625 60982 1811191 18342343 187873 187873 18530216 14420351 8625 60982 69607 14350744 187873 187873 14538617 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 42,890. BENEFITS TO DONORS 18,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 42,890. BENEFITS TO DONORS 18,092. X X X X X X X 1 RRK RESOURCES LLC 16393 SCOTLAND WAY EDMOND OK 73013 FUNDRAISING 0 421916 45938 375978 TAYLOR CAPITAL 745 NE 18TH OKLAHOMA CITY OK 73105 FUNDRAISING 0 407120 49448 357672 829036 95386 733650 OK FALL EVENT 56320 56320 3896 13877 25117 56320 56320 3896 13877 25117 42890 -42890 X X X X 0 0 0 0 0 0 0 1 0 PATRICK FITZGERALD PRESIDENT 314774 0 44100 0 0 0 10000 0 10243 0 379117 0 0 0 JEFF EWING CHIEF DEVELOPMENT OFFICER 215717 0 35000 0 0 0 10000 0 6994 0 267711 0 0 0 BOB MILLER IMAGINEER 189096 0 3000 0 0 0 9540 0 6994 0 208630 0 0 0 DIANA FIELDS VP OF GRANT AND EDUCATION ADVAN. 144697 0 15000 0 0 0 7500 0 6994 0 174191 0 0 0 JJ TREADWELL CHIEF FINANCIAL OFFICER 153416 0 3000 0 0 0 7045 0 6134 0 169595 0 0 0 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 16248 HOTEL LODGING AT THE ELLISON HOTEL 0 X 114 142234 APPRAISAL X AUCTION ITEMS 37 32377 FAIR MARKET VALUE X EQUIPMENT 3 23340 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. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE AUDIT AND BUDGET COMMITTEE AS WELL AS MUSEUM EXECUTIVE STAFF TO ENSURE INDEPENDENCE. 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. ALL TOP MANAGEMENT COMPENSATION IS PRESENTED TO AND APPROVED BY THE CHAIR OF THE AUDIT AND BUDGET COMMITTEE. 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.