← FORT WORTH MUSEUM OF SCIENCE AND HISTORY

Form 990 for tax year 2022

Filed by FORT WORTH MUSEUM OF SCIENCE AND HISTORY.

Totals

Total revenue: $25,329,362
Total expenses: $11,695,909
Contributions and grants received: $21,896,457
Grants paid: $0
Program service revenue: $2,507,665
Investment income: $211,744
Other revenue: $713,496
Total assets, end of year: $69,355,003
Total liabilities, end of year: $4,694,100
Net assets or fund balances, end of year: $64,660,903
Program services expenses (Part IX): $6,828,868
Management and general expenses: $3,831,473
Fundraising expenses: $1,035,568
Program service expenses (Part III): $6,828,868

Program services were 58.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$525,293
1f · All other contributions, gifts and grants

$21,371,164
1g · Noncash contributions included above

$168,359
2a · Program service revenue: EXHIBIT ADMISSIONS

total $1,657,841 · related or exempt $1,657,841
2b · Program service revenue: EDUCATIONAL PROGRAMS

total $812,199 · related or exempt $812,199
2c · Program service revenue: PLANETARIUM ADMISSIONS

total $37,682 · related or exempt $37,682
2d · Program service revenue: THEATER ADMISSIONS

total -$57 · related or exempt -$57
3 · Investment income

total $213,612 · excluded $213,612
5 · Royalties

total $98,597 · excluded $98,597
7a · Gross sales of assets other than inventory

securities $989
7b · Less cost or other basis and sales expenses

securities $0 · other assets $2,857
7c · Gain or loss

securities $989 · other assets -$2,857
7d · Net gain or loss

total -$1,868 · excluded -$1,868
8a · Fundraising events: gross income

$391,472
8b · Fundraising events: direct expenses

$48,053
8c · Net income from fundraising events

total $343,419 · excluded $343,419
11a · Other revenue: MISCELLANEOUS OTHER ITEMS

total $271,480 · related or exempt $271,480
11e · Other revenue, total

$271,480

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $654,606 · program services $109,314 · management and general $220,519 · fundraising $324,773
7 · Other salaries and wages

total $3,533,051 · program services $2,133,279 · management and general $1,218,493 · fundraising $181,279
8 · Pension plan contributions

total $280,405 · program services $43,063 · management and general $230,286 · fundraising $7,056
9 · Other employee benefits

total $275,343 · program services $42,286 · management and general $226,128 · fundraising $6,929
10 · Payroll taxes

total $314,316 · program services $171,074 · management and general $110,357 · fundraising $32,885
11a · Fees: management

total $2,381,086 · program services $1,902,781 · management and general $451,549 · fundraising $26,756
11b · Fees: legal

total $24,323 · program services $19,437 · management and general $4,613 · fundraising $273
11c · Fees: accounting

total $54,000 · program services $43,152 · management and general $10,241 · fundraising $607
11f · Fees: investment management

total $11,026 · management and general $11,026
11g · Fees: other

total $98,902 · program services $58,190 · management and general $10,779 · fundraising $29,933
12 · Advertising and promotion

total $193,979 · program services $77,296 · management and general $2,776 · fundraising $113,907
13 · Office expenses

total $419,374 · program services $348,218 · management and general $68,060 · fundraising $3,096
14 · Information technology

total $27,811 · program services $12,826 · management and general $14,874 · fundraising $111
16 · Occupancy

total $475,036 · program services $115 · management and general $473,401 · fundraising $1,520
17 · Travel

total $106,619 · program services $20,520 · management and general $75,453 · fundraising $10,646
19 · Conferences, conventions and meetings

total $13,463 · program services $8,074 · management and general $1,564 · fundraising $3,825
20 · Interest

total $76,478 · management and general $76,478
22 · Depreciation, depletion and amortization

total $2,123,359 · program services $1,811,650 · management and general $305,195 · fundraising $6,514
23 · Insurance

total $132,087 · management and general $132,087
24a · Other expenses: REPAIRS AND MAINTENANCE

total $403,485 · program services $16,863 · management and general $386,547 · fundraising $75
24b · Other expenses: BAD DEBT EXPENSE

total $272,947 · fundraising $272,947
24c · Other expenses: RENTAL EXPENSES

total $80,022 · program services $3,436 · management and general $76,586
24d · Other expenses: MEMBERSHIP DUES

total $22,972 · program services $620 · management and general $13,449 · fundraising $8,903
24e · All other expenses

total -$278,781 · program services $6,674 · management and general -$288,988 · fundraising $3,533

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $4,019,510 · end of year $3,393,644
3 · Pledges and grants receivable

beginning of year $935,100 · end of year $10,227,559
4 · Accounts receivable

beginning of year $22,119 · end of year $20,741
8 · Inventories for sale or use

beginning of year $1,002 · end of year $18,786
9 · Prepaid expenses and deferred charges

beginning of year $31,332 · end of year $41,946
10a · Land, buildings and equipment: cost or other basis

$98,852,996
10b · Land, buildings and equipment: accumulated depreciation

$45,812,634
10c · Land, buildings and equipment, net

beginning of year $46,544,210 · end of year $53,040,362
12 · Investments: other securities

beginning of year $2,316,431 · end of year $2,402,871
15 · Other assets

beginning of year $0 · end of year $209,094
17 · Accounts payable and accrued expenses

beginning of year $1,878,059 · end of year $2,650,409
19 · Deferred revenue

beginning of year $250,634 · end of year $334,657
24 · Unsecured notes and loans payable

beginning of year $750,000 · end of year $1,450,000
25 · Other liabilities

beginning of year $37,518 · end of year $259,034
27 · Net assets without donor restrictions

beginning of year $37,950,242 · end of year $42,591,718
28 · Net assets with donor restrictions

beginning of year $13,003,251 · end of year $22,069,185

Mission and programs · 2022

Mission

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.

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.

Expenses $1,797,018 · Revenue $1,695,524
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.

Expenses $1,360,470 · Revenue $834,258
OTHER PROGRAM SERVICES CONSIST OF RENTAL INCOME, NET INCOME FROM SALES OF INVENTORY, PARKING FEES, AND OTHER PROGRAM REVENUES.

Expenses $3,671,380 · Revenue $249,363

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

MARIANNE AULD

CHAIR

Total calculated

$0

Hours/week

2.5
RYAN C HARRINGTON

TRUSTEE

Total calculated

$0

Hours/week

1
LORENE AGATHER

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE ATKINSON

TRUSTEE

Total calculated

$0

Hours/week

1
STEPHANIE BIRD BAKER

TRUSTEE

Total calculated

$0

Hours/week

1
BRANDON BLEDSOE

TRUSTEE

Total calculated

$0

Hours/week

1
ROY BROOKS

TRUSTEE

Total calculated

$0

Hours/week

1
RUSS ANDERSON

TRUSTEE

Total calculated

$0

Hours/week

1
ANETTE LANDEROS

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN BOSWELL

TRUSTEE

Total calculated

$0

Hours/week

1
NEIL GEURIN

TRUSTEE

Total calculated

$0

Hours/week

1
GARY HAVENER

TRUSTEE

Total calculated

$0

Hours/week

1
LOUELLA MARTIN

TRUSTEE

Total calculated

$0

Hours/week

1
KIT TENNISON MONCRIEF

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL PARKS

TRUSTEE

Total calculated

$0

Hours/week

1
JENNIFER K ROSELL

TRUSTEE

Total calculated

$0

Hours/week

1
BENJAMIN ROSENTHAL

TRUSTEE

Total calculated

$0

Hours/week

1
ASHLEY MACNAMARA

TRUSTEE

Total calculated

$0

Hours/week

1
LYNNY SANKARY

TRUSTEE

Total calculated

$0

Hours/week

1
WHIT SMITH

SECRETARY

Total calculated

$0

Hours/week

1
BENSON VARGHESE

TRUSTEE

Total calculated

$0

Hours/week

1
BRAD WHARTON

TRUSTEE

Total calculated

$0

Hours/week

1
KIPPEN DE ALBA CHUE

CHIEF OF STAFF/INTERIM PRE

Total calculated

$132,995

From this org

$132,995

From related orgs

$0

Other

$0

Hours/week

40
ORLANDO CARVALHO

PRESIDENT

Total calculated

$172,615

From this org

$172,615

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$172,615

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$172,615
TAMMY MCKINNEY

VICE PRESIDENT OF DEVELOPMENT

Total calculated

$247,150

From this org

$247,150

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$197,150

Bonus

$50,000

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$247,150
SHERI DANAE PERRY

CHIEF FINANCIAL OFFICER

Total calculated

$101,846

From this org

$101,846

From related orgs

$0

Other

$0

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Written employment contract
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment
5a · Pay contingent on this organization's revenues

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 18 April 2024
IRS schema version: 2022v5.0
Source object: 202421169349300247

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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