Form 990 for tax year 2022
Filed by NATURAL HISTORY INSTITUTE.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 18 December 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed under a different title
- John FarmerJOHN FARMER: Trustee then Director
- Josephine Arader DelilleJOSEPHINE ARADER DELILLE: Trustee then Director
- Matthew FrankelMATTHEW FRANKEL: Trustee then Chairman
- Rebecca RuffnerREBECCA RUFFNER: Trustee then Secretary
- Ty FitzmorrisTY FITZMORRIS: Trustee then Treasurer
Totals
- Total revenue
- $164,365
- Total expenses
- $375,299
- Contributions and grants received
- $132,668
- Grants paid
- $0
- Program service revenue
- $31,042
- Investment income
- $0
- Other revenue
- $655
- Total assets, end of year
- $139,879
- Total liabilities, end of year
- $7,109
- Net assets or fund balances, end of year
- $132,770
- Program services expenses (Part IX)
- $227,489
- Management and general expenses
- $147,810
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $227,489
Program services were 60.6% 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.
-
1e · Government grants (contributions)
$25,961
-
1f · All other contributions, gifts and grants
$106,707
-
2a · Program service revenue: CONSULTING
total $1,200 · related or exempt $1,200
-
2b · Program service revenue: GALLERY
total $2,202 · related or exempt $2,202
-
2c · Program service revenue: LECTURES, HIKES & WRKSHPS
total $5,144 · related or exempt $5,144
-
2d · Program service revenue: NHI PUBLICATIONS
total $3,776 · related or exempt $3,776
-
2e · Program service revenue: TOUCHSTONE TOURS
total $18,133 · related or exempt $18,133
-
2f · All other program service revenue
total $587 · related or exempt $587
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$3,126
-
10b · Cost of goods sold
$2,471
-
10c · Net income from sales of inventory
total $655 · related or exempt $655
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $83,077 · program services $49,846 · management and general $33,231
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $165,293 · program services $89,019 · management and general $76,274
-
8 · Pension plan contributions
total $6,465 · program services $3,977 · management and general $2,488
-
9 · Other employee benefits
total $30,000 · program services $18,447 · management and general $11,553
-
10 · Payroll taxes
total $19,233 · program services $10,642 · management and general $8,591
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,500 · management and general $1,500
-
11c · Fees: accounting
total $5,753 · management and general $5,753
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $5,737 · program services $2,972 · management and general $2,765
-
12 · Advertising and promotion
total $7,764 · program services $7,764
-
13 · Office expenses
total $10,421 · program services $7,110 · management and general $3,311
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,596 · program services $479 · management and general $1,117
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $821 · management and general $821
-
24a · Other expenses: TOUCHSTONE TOURS
total $13,286 · program services $13,286
-
24b · Other expenses: LECTURES AND WORKSHOPS
total $7,294 · program services $7,294
-
24c · Other expenses: RESEARCH
total $4,548 · program services $4,548
-
24d · Other expenses: NHI PUBLICATIONS
total $3,787 · program services $3,787
-
24e · All other expenses
total $8,724 · program services $8,318 · management and general $406
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $288,496 · end of year $80,241
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $1,086 · end of year $2,092
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $58,972 · end of year $57,546
-
25 · Other liabilities
beginning of year $4,850 · end of year $7,109
-
27 · Net assets without donor restrictions
beginning of year $323,439 · end of year $109,109
-
28 · Net assets with donor restrictions
beginning of year $20,265 · end of year $23,661
Mission and programs · 2022
Mission
NATURAL HISTORY INSTITUTE IS ORGANIZED TO PROVIDE LEADERSHIP AND RESOURCES FOR A REVITALIZED PRACTICE OF NATURAL HISTORY THAT INTEGRATES ART, SCIENCE, AND HUMANITIES TO PROMOTE THE HEALTH AND WELL-BEING OF HUMANS AND THE REST OF THE NATURAL WORLD.
-
EARLY 2022 FOUND NATURAL HISTORY INSTITUTE (NHI) STILL CONFINED BY THE PANDEMIC WHILE EMERGING INTO THE SECOND HALF OF THE YEAR WITH A STRONGER VERSION OF ITS PRE-COVID ARCHITECTURE DUE TO SOME IMPORTANT STAFF ADDITIONS. WE HIRED JENNIE TUTONE AS OUR COMMUNITY OUTREACH AND COLLECTIONS MANAGER IN A FULL-TIME CAPACITY AT THE BEGINNING OF THE YEAR. IN FEBRUARY OUR FORMER OFFICE MANAGER PAT ZEMER RETIRED, SO NHI HIRED ANGELA GODINEZ IN JULY AS OUR NEW OFFICE MANAGER. WE ALSO HIRED NIKKI CHECK AS OUR FULL-TIME DEVELOPMENT DIRECTOR IN AUGUST TO REPLACE DEBORAH FORD, WHO LEFT IN MAY. THROUGHOUT THE YEAR WE HOSTED SEVERAL FULL-CAPACITY EVENTS WHICH WE OFFERED FREE TO THE PUBLIC, SEVERAL PAID EVENTS, AND WE COMPLETED 2 LARGE FUNDRAISING EVENTS.THE LARGEST FINANCIAL COMMITMENT TO PROVIDING FREE PUBLIC PROGRAMS AIMED AT FULFILLING OUR MISSION IS PAYING FOR THE GUEST SPEAKERS, PROMOTION, AND VIDEOGRAPHY FOR THE EVENTS. EACH WEBINAR AND TALK WE HOST FOR FREE GETS VIDEOED AND THEN UPLOADED TO OUR YOUTUBE CHANNEL FOR OUR SUBSCRIBERS TO WATCH AT THEIR CONVENIENCE. IN OUR BUILDING, WE HOSTED 18 GUEST SPEAKERS BRINGING IN OVER 439 PEOPLE IN PERSON, AND SOME 94 PEOPLE WATCHING THE SPEAKERS VIA OUR LIVESTREAMS. WE ALSO HOSTED 5 FREE WEBINARS WITH GUEST SPEAKERS THAT BROUGHT IN AN AVERAGE OF 242 PEOPLE WATCHING NATIONALLY.THE 2022 YEAR SAW A CONTINUED RISE IN OUR SOCIAL MEDIA AND WEBSITE INTERACTION WITH OUR GUESTS. OUR YOUTUBE CHANNEL WITNESSED PHENOMENAL GROWTH WITH THE ADDITION OF 330 NEW SUBSCRIBERS, BRINGING OUR CURRENT TOTAL TO 1,121. OUR VIDEOS BROUGHT IN OVER 23,703 VIEWS AND 3,100 HOURS OF VIEW TIME OVER THE YEAR. AS WE CONTINUE TO BUILD OUR YOUTUBE FOLLOWING WE ARE NEARING THE BENCHMARK FOR VIDEO MONETIZATION FROM YOUTUBE.THE NHI WEBSITE CONTINUES TO EVOLVE, AND IT FEATURES A TREMENDOUS AMOUNT OF CONTENT THAT ATTRACTS A LARGE VARIETY OF INTERESTS. OUR WEBSITE ANALYTICS SHOW THAT WE HAD 21,000 USERS CONDUCTING SOME 26,000 SESSIONS ON OUR WEBSITE, WHICH EQUIVALATES TO A 29% INCREASE IN WEBSITE TRAFFIC OVER THE PREVIOUS YEAR. WE HAVE CONTINUED INTEREST AND INVOLVEMENT IN BOTH THE CONTENT AND THE EVENTS THAT WE ADD TO OUR SOCIAL MEDIA PAGES REGULARLY. WE CURRENTLY HAVE 1,918 FACEBOOK FOLLOWERS AND 1,059 INSTAGRAM FOLLOWERS.
Expenses $194,645
-
TOUCHSTONE TOURS: NHI CONDUCTED ONE TOUCHSTONE TOUR, DIATREMES AND ANTICLINES, COTTONWOODS AND SONGBIRDS: THE GEOLOGY AND NATURAL HISTORY OF THE SAN JUAN RIVER, WHICH TOOK PLACE IN RAFTS ON THE SAN JUAN RIVER OF UTAH, WHICH WAS SOLD OUT WITH 18 PARTICIPANTS. WE ALSO CONDUCTED 6 LOCAL FIELD EXCURSIONS WITH 70 PAYING PARTICIPANTS AND 7 WORKSHOPS WHICH BROUGHT IN 61 PAYING PARTICIPANTS. NHI WAS ABLE TO OFFER 5 OF THE WORKSHOPS AT A REDUCED PRICE DUE TO THE COSTS BEING DEFRAYED BY A GRANT WE RECEIVED FROM THE ARIZONA COMMISSION ON THE ARTS.
Expenses $13,286 · Revenue $18,133
-
LECTURES, HIKES AND WORKSHOPS:EVERY SATURDAY MORNING NHI HOSTS A FREE INTERPRETIVE HIKE SERIES CALLED MORNING RAMBLES, WHICH IS LED BY NHI STAFF. ATTENDANCE WAS VARIABLE DUE TO WEATHER, BUT THE HIKES AVERAGED 8-15 HIKERS. ALONG WITH OUR FREE EVENTS WE ALSO HOSTED SEVERAL PAID WORKSHOPS AND HIKES IN THE 2022 YEAR.IN ASSOCIATION WITH THE PARCHED ART EXHIBITION THAT WE FEATURED, NHI ALSO HOSTED A SOLD-OUT DANCE PERFORMANCE BY DELISA MYLES TITLED SAURIAN MEMORY. THIS PERFORMANCE WAS LIVE-STREAMED, VIDEOED, AND THEN POSTED ON NHI'S YOUTUBE CHANNEL WHERE IT CAN STILL BE VIEWED FREE OF CHARGE.
Expenses $7,294 · Revenue $5,144
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert EllisROBERT ELLIS
Executive Dir.
- Total calculated
- $101,642
- From this org
- $83,077
- From related orgs
- $0
- Other
- $18,565
- Hours/week
- 40
-
Matthew FrankelMATTHEW FRANKEL
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Ty FitzmorrisTY FITZMORRIS
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Earl DuqueEARL DUQUE
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Reuben EllisREUBEN ELLIS
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
John FarmerJOHN FARMER
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Rebecca RuffnerREBECCA RUFFNER
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Josephine Arader DelilleJOSEPHINE ARADER DELILLE
Trustee
- Total calculated
- $0
- Hours/week
- 0
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301359349307210
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