Skip to content
Nonprofiteer
← MUSEUM OF NORTHERN ARIZONAENDOWMENT FOUNDATION

Form 990 for tax year 2022

Filed by MUSEUM OF NORTHERN ARIZONAENDOWMENT FOUNDATION.

Totals

Total revenue
$704,233
Total expenses
$538,231
Contributions and grants received
$104,341
Grants paid
$478,079
Program service revenue
$0
Investment income
$598,661
Other revenue
$1,231
Total assets, end of year
$13,317,055
Total liabilities, end of year
$8,750
Net assets or fund balances, end of year
$13,308,305
Program services expenses (Part IX)
$478,079
Management and general expenses
$60,152
Fundraising expenses
$0
Program service expenses (Part III)
$478,079

Program services were 88.8% 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.

  • 1f · All other contributions, gifts and grants

    $104,341

  • 3 · Investment income

    total $372,514 · excluded $372,514

  • 7a · Gross sales of assets other than inventory

    securities $4,331,823

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

    securities $4,105,676

  • 7c · Gain or loss

    securities $226,147

  • 7d · Net gain or loss

    total $226,147 · excluded $226,147

  • 11a · Other revenue: OTHER INCOME

    total $1,231 · excluded $1,231

  • 11e · Other revenue, total

    $1,231

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $478,079 · program services $478,079

  • 11c · Fees: accounting

    total $2,052 · management and general $2,052

  • 11f · Fees: investment management

    total $58,100 · management and general $58,100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $496 · end of year $496

  • 2 · Savings and temporary cash investments

    beginning of year $332,836 · end of year $299,526

  • 4 · Accounts receivable

    beginning of year $9,500 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $14,432,990 · end of year $12,771,948

  • 12 · Investments: other securities

    beginning of year $260,981 · end of year $245,085

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,929 · end of year $8,750

  • 27 · Net assets without donor restrictions

    beginning of year $2,282,609 · end of year $2,546,551

  • 28 · Net assets with donor restrictions

    beginning of year $12,746,265 · end of year $10,761,754

Mission and programs · 2022

Mission

ORGANIZATION OPERATES EXCLUSIVELY AS A 501(C)(3) ORGANIZATION THAT CONDUCTS AND SUPPORTS ENDOWMENT ACTIVITIES FOR THE BENEFIT OF THE MUSEUM OF NORTHERN ARIZONA.

  • MANAGE ENDOWMENT ACTIVITIES FOR THE MUSEUM OF NORTHERN ARIZONA.

    Expenses $478,079 · Grants $478,079

As filed on the 2022 return.

Listed in Part VII

  • MICHAEL HOFMANN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JOHN BEERLING

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PAUL DELANEY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • GRACE LAU

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DREW BARRINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GUNNARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY J KERSHAW

    MUSEUM DIRECTOR

    Total calculated
    $248,870
    From this org
    $0
    From related orgs
    $224,808
    Other
    $24,062
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,808 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0 + $9,042 related
    Nontaxable benefits
    $0 + $15,020 related
    Filer's total
    $0 + $248,870 related

  • LYNN YEAGER

    DIRECTOR OF FINANCE THRU MAR 2022

    Total calculated
    $25,510
    From this org
    $0
    From related orgs
    $23,149
    Other
    $2,361
    Hours/week
    3 + 40 related

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

None.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349326191

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

The source document this was parsed from is served over the API, which is where bulk and document access live.