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Nonprofiteer
← SCOTTSDALE MUSEUM OF THE WEST INC

Form 990 for tax year 2023

Filed by SCOTTSDALE MUSEUM OF THE WEST INC.

Totals

Total revenue
$3,052,478
Total expenses
$3,625,339
Contributions and grants received
$1,972,946
Grants paid
$0
Program service revenue
$803,404
Investment income
$168,431
Other revenue
$107,697
Total assets, end of year
$8,719,443
Total liabilities, end of year
$2,085,607
Net assets or fund balances, end of year
$6,633,836
Program services expenses (Part IX)
$2,747,864
Management and general expenses
$702,860
Fundraising expenses
$174,615
Program service expenses (Part III)
$2,747,864

Program services were 75.8% 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.

  • 1c · Fundraising events

    $192,548

  • 1e · Government grants (contributions)

    $900,000

  • 1f · All other contributions, gifts and grants

    $880,398

  • 1g · Noncash contributions included above

    $45,080

  • 2a · Program service revenue: ADMISSIONS

    total $653,555 · related or exempt $653,555

  • 2b · Program service revenue: MEMBERSHIPS

    total $61,528 · related or exempt $61,528

  • 2c · Program service revenue: EDUCATION PROGRAMS

    total $388 · related or exempt $388

  • 2d · Program service revenue: EVENT REVENUE

    total $87,933 · related or exempt $87,933

  • 3 · Investment income

    total $116,168 · excluded $116,168

  • 7a · Gross sales of assets other than inventory

    securities $5,930,847

  • 7b · Less cost or other basis and sales expenses

    securities $5,878,584

  • 7c · Gain or loss

    securities $52,263

  • 7d · Net gain or loss

    total $52,263 · excluded $52,263

  • 8a · Fundraising events: gross income

    $68,950

  • 8a · Fundraising events: contributions included on line 1c

    $192,548

  • 8b · Fundraising events: direct expenses

    $60,311

  • 8c · Net income from fundraising events

    total $8,639 · excluded $8,639

  • 10a · Gross sales of inventory

    $177,687

  • 10b · Cost of goods sold

    $80,149

  • 10c · Net income from sales of inventory

    total $97,538 · related or exempt $97,538

  • 11a · Other revenue: OTHER

    total $1,520 · excluded $1,520

  • 11e · Other revenue, total

    $1,520

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $394,816 · program services $238,316 · management and general $141,250 · fundraising $15,250

  • 7 · Other salaries and wages

    total $1,253,615 · program services $1,049,314 · management and general $82,562 · fundraising $121,739

  • 9 · Other employee benefits

    total $141,576 · program services $119,356 · management and general $19,501 · fundraising $2,719

  • 10 · Payroll taxes

    total $127,076 · program services $100,733 · management and general $12,325 · fundraising $14,018

  • 11b · Fees: legal

    total $3,528 · management and general $3,528

  • 11c · Fees: accounting

    total $14,549 · management and general $14,549

  • 11f · Fees: investment management

    total $25,393 · management and general $25,393

  • 11g · Fees: other

    total $231,145 · program services $27,148 · management and general $203,487 · fundraising $510

  • 12 · Advertising and promotion

    total $150,391 · program services $149,795 · management and general $596

  • 13 · Office expenses

    total $49,560 · program services $47,372 · management and general $2,188

  • 14 · Information technology

    total $34,348 · program services $26,033 · management and general $8,315

  • 16 · Occupancy

    total $114,226 · program services $104,384 · management and general $9,842

  • 17 · Travel

    total $4,425 · program services $2,363 · management and general $1,552 · fundraising $510

  • 20 · Interest

    total $127,372 · management and general $127,372

  • 22 · Depreciation, depletion and amortization

    total $134,142 · program services $134,142

  • 23 · Insurance

    total $96,289 · program services $90,188 · management and general $6,101

  • 24a · Other expenses: BANK AND MERCHANT CHARGES

    total $28,259 · management and general $28,259

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $24,719 · program services $21,385 · management and general $3,334

  • 24c · Other expenses: EXHIBITS

    total $464,592 · program services $464,592

  • 24d · Other expenses: EDUCATION

    total $59,839 · program services $59,839

  • 24e · All other expenses

    total $145,479 · program services $112,904 · management and general $12,706 · fundraising $19,869

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $746,978 · end of year $424,305

  • 2 · Savings and temporary cash investments

    beginning of year $55,727 · end of year $132,070

  • 4 · Accounts receivable

    end of year $8,592

  • 5 · Loans and receivables from officers and key people

    beginning of year $187,615 · end of year $94,115

  • 7 · Other notes and loans receivable

    beginning of year $180

  • 8 · Inventories for sale or use

    beginning of year $59,918 · end of year $82,671

  • 9 · Prepaid expenses and deferred charges

    beginning of year $106,773 · end of year $83,662

  • 10a · Land, buildings and equipment: cost or other basis

    $3,675,863

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,043,586

  • 10c · Land, buildings and equipment, net

    beginning of year $2,618,023 · end of year $2,632,277

  • 11 · Investments: publicly traded securities

    beginning of year $4,889,281 · end of year $5,259,987

  • 15 · Other assets

    end of year $1,764

  • 17 · Accounts payable and accrued expenses

    beginning of year $119,606 · end of year $265,272

  • 19 · Deferred revenue

    beginning of year $35,000 · end of year $22,000

  • 23 · Secured mortgages and notes payable

    beginning of year $1,798,335 · end of year $1,798,335

  • 27 · Net assets without donor restrictions

    beginning of year $6,301,059 · end of year $6,151,096

  • 28 · Net assets with donor restrictions

    beginning of year $410,495 · end of year $482,740

Mission and programs · 2023

Mission

INCREASE AND DIFFUSE KNOWLEDGE; ENCOURAGE THE APPRECIATION OF ART AND HISTORY; MAINTAIN A MUSEUM OR MUSEUMS TO EXHIBIT, COLLECT AND PRESERVE OBJECTS OF ARTISTIC AND HISTORIC INTEREST; AND PROVIDE FACILITIES FOR RESEARCH AND PUBLICATION.

  • IN 2023 WESTERN SPIRIT: SCOTTSDALES MUSEUM OF THE WEST OPENED 5 NEW EXHIBITS WHICH HIGHLIGHTED OUR MISSION STATEMENT OF ILLUMINATING THE PAST, TO BETTER SHAPE THE FUTURE WITH HIGHLY RATED EXHIBITS INCLUDING: WERNER SEGARRAS VACQUEROS DE LA CRUZ DEL DIABLO, ANDY WARHOL & BILLY SCHENK S WESTERN POP, RICHARD A. GATES GLITTERING ARRAY, BLAIR BUNTINGS JOURNEYS, NUERODIVERGENCE & BELONGING, AND WILLIAM MATTHEWS DECADES. THE MUSEUM WAS ALSO SO PROUD TO BE GIFTED OVER 2000 PIECES OF THE EDDIE BASHA ART COLLECTION FROM CHANDLER, AZ. WE WELCOMED OVER 43,000 GUESTS TO THE MUSEUM OVER THE YEAR AND 3900 OF THOSE TO THE MUSEUM FOR 35 SPECIAL EVENTS INCLUDING AN INDIGENOUS CULINARY FESTIVAL, SISTER CITIES SIGNING CEREMONY, LLOYD KIVA FASHION SHOW, AND THE HASH KNIFE PONY EXPRESS RIDE. WESTERN SPIRIT ALSO WELCOMED OVER 4000 STUDENTS FROM PUBLIC, PRIVATE AND HOME SCHOOLS TO ENJOY LEARNING ABOUT THE HERITAGE OF THE AMERICAN WEST.

    Expenses $2,747,864 · Revenue $803,404

As filed on the 2023 return.

Listed in Part VII

  • Michael J Fox

    ADVANCEMENT ADVISOR

    Total calculated
    $238,565
    From this org
    $238,565
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $43,750
    Bonus
    not reported
    Other
    $194,815
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $238,565

  • William J Burns

    EXECUTIVE DIRECTOR

    Total calculated
    $168,880
    From this org
    $168,880
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $168,880
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $168,880

  • Todd Bankofier

    CEOEXECUTIVE DIRECTOR

    Total calculated
    $148,944
    From this org
    $140,000
    From related orgs
    $0
    Other
    $8,944
    Hours/week
    40

  • David Sherf

    INTERIM CEOVICE CHAIR

    Total calculated
    $65,000
    From this org
    $65,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    21

  • Pam Rentschler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Philip W Hagenah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary G Meyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steve L Hipp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Harold D Piazza Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Charlie Kester

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Diego Valenzuela Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lauren A Ferrigni

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Richard A Horn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joshua C Basha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • W Scott Robertson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marshall Trimble

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Howie Alper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brad Richardson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James D Bruner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Betsy Fahlman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joan Fudala

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Abe Hays

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christine Mollring

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tim Peterson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Sands

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Wiliam G Ridenour

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • David Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Daniel Corazzi

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Rock

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

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 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 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

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
2023
Filed
26 June 2024
IRS schema version
2023v5.1
Source object
202431789349301338

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