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Nonprofiteer
← NELSON GALLERY FOUNDATION

Form 990 for tax year 2022

Filed by NELSON GALLERY FOUNDATION.

Totals

Total revenue
$10,381,523
Total expenses
$41,720,661
Contributions and grants received
$16,534,922
Grants paid
$0
Program service revenue
$1,740,592
Investment income
-$9,937,447
Other revenue
$2,043,456
Total assets, end of year
$591,680,064
Total liabilities, end of year
$129,157,362
Net assets or fund balances, end of year
$462,522,702
Program services expenses (Part IX)
$30,782,578
Management and general expenses
$6,429,749
Fundraising expenses
$4,508,334
Program service expenses (Part III)
$30,782,578

Program services were 73.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EVELYN CRAFT BELGER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3 + 0.3 related

  • RAMON MURGUIA

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • SANDRA A J LAWRENCE

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • ALEJANDRO SANCHEZ ALVARADO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • ANN KAUFMANN BAUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • BILL GAUTREAUX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • DON HALL JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • DR VALERIE E CHOW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • GRANT BURCHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • KENT SUNDERLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • LEO MORTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • LEWIS GREGORY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • MARK O'CONNELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • MARNY SHERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • MARY ATTERBURY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • NEIL KARBANK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • PAUL DEBRUCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • PETE BROWNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • RAMIN CHERAFAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • RICHARD C GREEN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • SARA MORGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • SHIRLEY BUSH HELZBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • STEVE MCDOWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • WILLIAM B TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.3 related

  • JULIAN ZUGAZAGOITIA

    DIRECTOR/CEO

    Total calculated
    $811,245
    From this org
    $661,469
    From related orgs
    $0
    Other
    $149,776
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $658,698
    Bonus
    $0
    Other
    $2,771
    Deferred
    $126,732
    Nontaxable benefits
    $23,044
    Filer's total
    $811,245

  • KAREN CHRISTIANSEN

    CHIEF OPERATING OFFICER

    Total calculated
    $332,285
    From this org
    $325,843
    From related orgs
    $0
    Other
    $6,442
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $325,843
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,442
    Filer's total
    $332,285

  • AMANDA STONE

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $225,975
    From this org
    $204,294
    From related orgs
    $0
    Other
    $21,681
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $204,108
    Bonus
    $0
    Other
    $186
    Deferred
    $14,367
    Nontaxable benefits
    $7,314
    Filer's total
    $225,975

  • ANNE MANNING

    DEPUTY DIRECTOR, LEARNING & ENGAGEMENT

    Total calculated
    $209,040
    From this org
    $195,228
    From related orgs
    $0
    Other
    $13,812
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $194,467
    Bonus
    $0
    Other
    $761
    Deferred
    $13,812
    Nontaxable benefits
    $0
    Filer's total
    $209,040

  • HATHAWAY MARANDA

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $277,322
    From this org
    $259,450
    From related orgs
    $0
    Other
    $17,872
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $259,129
    Bonus
    $0
    Other
    $321
    Deferred
    $12,620
    Nontaxable benefits
    $5,252
    Filer's total
    $277,322

  • STEVEN WATERMAN

    DEPUTY DIRECTOR, DESIGN & EXP

    Total calculated
    $221,666
    From this org
    $209,832
    From related orgs
    $0
    Other
    $11,834
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $208,353
    Bonus
    $0
    Other
    $1,479
    Deferred
    $11,421
    Nontaxable benefits
    $413
    Filer's total
    $221,666

  • WILLIAM RUDOLPH

    DEPUTY DIR, CURATORIAL AFFAIRS

    Total calculated
    $216,964
    From this org
    $199,761
    From related orgs
    $0
    Other
    $17,203
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $199,343
    Bonus
    $0
    Other
    $418
    Deferred
    $9,064
    Nontaxable benefits
    $8,139
    Filer's total
    $216,964

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE NELSON GALLERY FOUNDATION MAINTAINS A MEMBERSHIP AT THE MISSION HILLS COUNTRY CLUB, A SOCIAL CLUB, IN THE NAME OF THE DIRECTOR/CEO. THIS MEMBERSHIP IS USED BY THE NELSON GALLERY FOUNDATION FOR HOSTING BUSINESS MEETINGS, BUT IS AVAILABLE TO THE DIRECTOR/CEO FOR PERSONAL USE. MEMBERSHIP DUES ARE TREATED AS TAXABLE COMPENSATION TO THE DIRECTOR/CEO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE CEO PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER 457F. a CONTRIBUTION OF $100,000 WAS MADE TO THE PLAN DURING THE YEAR.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MERCURY FUND II

    Excluded · INVESTING · DE · 99.99% owned · share of income $3,136,382 · share of assets $109,192,128

    Directly controlled by NGF

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (1)

    TRUST · MO

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
13 March 2024
IRS schema version
2022v5.0
Source object
202410739349300006

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

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