Cution: Forms printed from within Adoe Arot produts my not meet IRS or stte txing geny speifitions. When using Arot.x produts, unhek the "Shrink oversized pges to pper size" nd unhek the "Expnd smll pges to pper size" options, in the Adoe "Print" dilog. When using Arot.x nd lter produts versions, selet "ne" in the "Pge Sling" seletion ox in the Adoe "Print" dilog. PUBLIC DISCLOSURE COPY
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Prt III Sttement of Progrm Servie Aomplishments 1 Chek if Shedule O ontins response to ny question in this Prt III Briefly desrie the orgniztion s mission: COLLECTS, PRESERVES, INTERPRETS AND EHIBITS AMERICAN ART, WITH A FOCUS ON REGIONAL ART. THE MUSEUM PRESENTS CHANGING EHIBITIONS THAT EPLORE A VARIETY OF ARTISTIC EPRESSIONS, AND OFFERS A DIVERSE PROGRAM OF EDUCATIONAL ACTIVITIES THAT SEEK TO DEVELOP A LIFELONG Did the orgniztion undertke ny signifint progrm servies during the yer whih were not listed on the prior Form 990 or 990-EZ? If "," desrie these new servies on Shedule O. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion ese onduting, or mke signifint hnges in how it onduts, ny progrm servies? ~~~~~~ If "," desrie these hnges on Shedule O. Desrie the orgniztion s progrm servie omplishments for eh of its three lrgest progrm servies, s mesured y expenses. Setion 01()() nd 01()() orgniztions nd setion 97()(1) trusts re required to report the mount of grnts nd llotions to ( Code: ) ( Expenses $ inluding grnts of $ ) ( Revenue $ ) Pge others, the totl expenses, nd revenue, if ny, for eh progrm servie reported. ( Code: ) ( Expenses $,9,. inluding grnts of $ ) ( Revenue $,. ) THE MUSEUM SERVES OVER 10,000 VISITORS ANNUALLY, INCLUDING OVER 10,000 SCHOOL CHILDREN. SCHOOL CLASS TRIPS ARE GRANTED FREE ADMISSION THROUGH A CORPORATE SPONSORED PROGRAM. OVER 1,000 INDIVIDUALS ARE MEMBERS OF THE MUSEUM WHICH OFFERS A PLETHORA OF LECTURES, CLASSES, WORKSHOPS, MUSICAL PERFORMANCES, AND OTHER ACTIVITIES RELATED TO ITS DIVERSE CHANGING EHIBITIONS PROGRAMS. THE MUSEUM S PERMANENT COLLECTION IS SUPPLEMENTED WITH OVER TEN CHANGING EHIBITIONS EACH YEAR. WORKING WITH THE UNIVERSITY OF PA PRESS, THE MUSEUM HAS PUBLISHED OVER A DOZEN CATALOGUES DOCUMENTING ITS RESEARCH AND EHIBITION ACTIVITIES DURING THE LAST TEN YEARS. THE MUSEUM S COLLECTION INCLUDES OVER,00 OBJECTS DOCUMENTING THE REGION S ARTISTIC HERITAGE FROM THE 19TH AND 0TH CENTURIES. THE COLLECTION INCLUDES PAINTINGS, DRAWINGS, SCULPTURES, ( Code: ) ( Expenses $ inluding grnts of $ ) ( Revenue $ ) d Other progrm servies (Desrie in Shedule O.) ( Expenses $ inluding grnts of $ ) ( Revenue $ ) e Totl progrm servie expenses J,9,. Form 990 (011) 100 0-09-1 SEE SCHEDULE O FOR CONTINUATION(S)
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Prt IV Cheklist of Required Shedules 1 7 8 9 10 11 1 1 1 1 17 18 19 d e f 0 Is the orgniztion desried in setion 01()() or 97()(1) (other thn privte foundtion)? If "," omplete Shedule A~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the orgniztion required to omplete Shedule B, Shedule of Contriutors? ~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion engge in diret or indiret politil mpign tivities on ehlf of or in opposition to ndidtes for puli offie? If "," omplete Shedule C, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 01()() orgniztions. Did the orgniztion engge in loying tivities, or hve setion 01(h) eletion in effet during the tx yer? If "," omplete Shedule C, Prt II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the orgniztion setion 01()(), 01()(), or 01()() orgniztion tht reeives memership dues, ssessments, or similr mounts s defined in Revenue Proedure 98-19? If "," omplete Shedule C, Prt III ~~~~~~~~~~~~~~ Did the orgniztion mintin ny donor dvised funds or ny similr funds or ounts for whih donors hve the right to provide dvie on the distriution or investment of mounts in suh funds or ounts? If "," omplete Shedule D, Prt I Did the orgniztion reeive or hold onservtion esement, inluding esements to preserve open spe, the environment, histori lnd res, or histori strutures? If "," omplete Shedule D, Prt II~~~~~~~~~~~~~~ Did the orgniztion mintin olletions of works of rt, historil tresures, or other similr ssets? If "," omplete Shedule D, Prt III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report n mount in Prt, line 1; serve s ustodin for mounts not listed in Prt ; or provide redit ounseling, det mngement, redit repir, or det negotition servies? If "," omplete Shedule D, Prt IV ~~ Did the orgniztion, diretly or through relted orgniztion, hold ssets in temporrily restrited endowments, permnent endowments, or qusi-endowments? If "," omplete Shedule D, Prt V ~~~~~~~~~~~~~~~~~~~~~~~~ If the orgniztion s nswer to ny of the following questions is "," then omplete Shedule D, Prts VI, VII, VIII, I, or s pplile. Did the orgniztion report n mount for lnd, uildings, nd equipment in Prt, line 10? If "," omplete Shedule D, Prt VI ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report n mount for investments - other seurities in Prt, line 1 tht is % or more of its totl ssets reported in Prt, line 1? If "," omplete Shedule D, Prt VII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report n mount for investments - progrm relted in Prt, line 1 tht is % or more of its totl ssets reported in Prt, line 1? If "," omplete Shedule D, Prt VIII ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report n mount for other ssets in Prt, line 1 tht is % or more of its totl ssets reported in Prt, line 1? If "," omplete Shedule D, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report n mount for other liilities in Prt, line? If "," omplete Shedule D, Prt ~~~~~~ Did the orgniztion s seprte or onsolidted finnil sttements for the tx yer inlude footnote tht ddresses the orgniztion s liility for unertin tx positions under FIN 8 (ASC 70)? If "," omplete Shedule D, Prt ~~~~ Did the orgniztion otin seprte, independent udited finnil sttements for the tx yer? If "," omplete Shedule D, Prts I, II, nd III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Ws the orgniztion inluded in onsolidted, independent udited finnil sttements for the tx yer? If "," nd if the orgniztion nswered "" to line 1, then ompleting Shedule D, Prts I, II, nd III is optionl~~~ Is the orgniztion shool desried in setion 170()(1)(A)(ii)? If "," omplete Shedule E ~~~~~~~~~~~~~~ 1 Did the orgniztion mintin n offie, employees, or gents outside of the United Sttes? ~~~~~~~~~~~~~~~~ Did the orgniztion hve ggregte revenues or expenses of more thn $10,000 from grntmking, fundrising, usiness, investment, nd progrm servie tivities outside the United Sttes, or ggregte foreign investments vlued t $100,000 or more? If "," omplete Shedule F, Prts I nd IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report on Prt I, olumn (A), line, more thn $,000 of grnts or ssistne to ny orgniztion or entity loted outside the United Sttes? If "," omplete Shedule F, Prts II nd IV ~~~~~~~~~~~~~~~~~ Did the orgniztion report on Prt I, olumn (A), line, more thn $,000 of ggregte grnts or ssistne to individuls loted outside the United Sttes? If "," omplete Shedule F, Prts III nd IV ~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report totl of more thn $1,000 of expenses for professionl fundrising servies on Prt I, olumn (A), lines nd 11e? If "," omplete Shedule G, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report more thn $1,000 totl of fundrising event gross inome nd ontriutions on Prt VIII, lines 1 nd 8? If "," omplete Shedule G, Prt II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report more thn $1,000 of gross inome from gming tivities on Prt VIII, line 9? If "," omplete Shedule G, Prt III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion operte one or more hospitl filities? If "," omplete Shedule H ~~~~~~~~~~~~~~~~ If "" to line 0, did the orgniztion tth opy of its udited finnil sttements to this return? 1 7 8 9 10 11 11 11 11d 11e 11f 1 1 1 1 1 1 1 17 18 19 0 Pge 0 Form 990 (011) 100 01--1
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Prt IV Cheklist of Required Shedules (ontinued) 1 7 8 9 0 1 7 8 d Setion 01()() nd 01()() orgniztions. Did the orgniztion engge in n exess enefit trnstion with disqulified person during the yer? If "," omplete Shedule L, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion report more thn $,000 of grnts nd other ssistne to ny government or orgniztion in the United Sttes on Prt I, olumn (A), line 1? If "," omplete Shedule I, Prts I nd II ~~~~~~~~~~~~~~~~~~ Did the orgniztion report more thn $,000 of grnts nd other ssistne to individuls in the United Sttes on Prt I, olumn (A), line? If "," omplete Shedule I, Prts I nd III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion nswer "" to Prt VII, Setion A, line,, or out ompenstion of the orgniztion s urrent nd former offiers, diretors, trustees, key employees, nd highest ompensted employees? If "," omplete Shedule J ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion hve tx-exempt ond issue with n outstnding prinipl mount of more thn $100,000 s of the lst dy of the yer, tht ws issued fter Deemer 1, 00? If "," nswer lines through d nd omplete Shedule K. If "", go to line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion invest ny proeeds of tx-exempt onds eyond temporry period exeption? ~~~~~~~~~~~ Did the orgniztion mintin n esrow ount other thn refunding esrow t ny time during the yer to defese ny tx-exempt onds? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion t s n "on ehlf of" issuer for onds outstnding t ny time during the yer? ~~~~~~~~~~~ Is the orgniztion wre tht it engged in n exess enefit trnstion with disqulified person in prior yer, nd tht the trnstion hs not een reported on ny of the orgniztion s prior Forms 990 or 990-EZ? If "," omplete Shedule L, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Ws lon to or y urrent or former offier, diretor, trustee, key employee, highly ompensted employee, or disqulified person outstnding s of the end of the orgniztion s tx yer? If "," omplete Shedule L, Prt II ~~~~~~~~~~~ Did the orgniztion provide grnt or other ssistne to n offier, diretor, trustee, key employee, sustntil ontriutor or employee thereof, grnt seletion ommittee memer, or to % ontrolled entity or fmily memer of ny of these persons? If "," omplete Shedule L, Prt III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Ws the orgniztion prty to usiness trnstion with one of the following prties (see Shedule L, Prt IV instrutions for pplile filing thresholds, onditions, nd exeptions): A urrent or former offier, diretor, trustee, or key employee? If "," omplete Shedule L, Prt IV ~~~~~~~~~~~ A fmily memer of urrent or former offier, diretor, trustee, or key employee? If "," omplete Shedule L, Prt IV ~~ An entity of whih urrent or former offier, diretor, trustee, or key employee (or fmily memer thereof) ws n offier, diretor, trustee, or diret or indiret owner? If "," omplete Shedule L, Prt IV~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion reeive more thn $,000 in non-sh ontriutions? If "," omplete Shedule M ~~~~~~~~~ Did the orgniztion reeive ontriutions of rt, historil tresures, or other similr ssets, or qulified onservtion ontriutions? If "," omplete Shedule M ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion liquidte, terminte, or dissolve nd ese opertions? If "," omplete Shedule N, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion sell, exhnge, dispose of, or trnsfer more thn % of its net ssets? If "," omplete Shedule N, Prt II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion own 100% of n entity disregrded s seprte from the orgniztion under Regultions setions 01.7701- nd 01.7701-? If "," omplete Shedule R, Prt I ~~~~~~~~~~~~~~~~~~~~~~~~ Ws the orgniztion relted to ny tx-exempt or txle entity? If "," omplete Shedule R, Prts II, III, IV, nd V, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion hve ontrolled entity within the mening of setion 1()(1)? ~~~~~~~~~~~~~~~~~~ Did the orgniztion reeive ny pyment from or engge in ny trnstion with ontrolled entity within the mening of setion 1()(1)? If "," omplete Shedule R, Prt V, line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 01()() orgniztions. Did the orgniztion mke ny trnsfers to n exempt non-hritle relted orgniztion? If "," omplete Shedule R, Prt V, line ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion ondut more thn % of its tivities through n entity tht is not relted orgniztion nd tht is treted s prtnership for federl inome tx purposes? If "," omplete Shedule R, Prt VI ~~~~~~~~ Did the orgniztion omplete Shedule O nd provide explntions in Shedule O for Prt VI, lines 11 nd 19? te. All Form 990 filers re required to omplete Shedule O 1 d 7 8 8 8 9 0 1 7 Pge 8 Form 990 (011) 100 01--1
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge Prt V Sttements Regrding Other IRS Filings nd Tx Compline Chek if Shedule O ontins response to ny question in this Prt V 1 Enter the numer reported in Box of Form 109. Enter -0- if not pplile ~~~~~~~~~~~ 100 01--1 Enter the numer of Forms W-G inluded in line 1. Enter -0- if not pplile ~~~~~~~~~~ 1 Did the orgniztion omply with kup withholding rules for reportle pyments to vendors nd reportle gming If t lest one is reported on line, did the orgniztion file ll required federl employment tx returns? ~~~~~~~~~~ te. If the sum of lines 1 nd is greter thn 0, you my e required to e-file (see instrutions) 7 Orgniztions tht my reeive dedutile ontriutions under setion 170(). Did the orgniztion reeive pyment in exess of $7 mde prtly s ontriution nd prtly for goods nd servies provided to the pyor? d e f g h If the orgniztion reeived ontriution of rs, ots, irplnes, or other vehiles, did the orgniztion file Form 1098-C? 8 Sponsoring orgniztions mintining donor dvised funds nd setion 09()() supporting orgniztions. Did the supporting N/A orgniztion, or donor dvised fund mintined y sponsoring orgniztion, hve exess usiness holdings t ny time during the yer? 9 1 1 Setion 97()(1) non-exempt hritle trusts. Is the orgniztion filing Form 990 in lieu of Form 101? If "," enter the mount of tx-exempt interest reeived or rued during the yer N/A 1 1 (gmling) winnings to prize winners? Enter the numer of employees reported on Form W-, Trnsmittl of Wge nd Tx Sttements, filed for the lendr yer ending with or within the yer overed y this return ~~~~~~~~~~ Did the orgniztion hve unrelted usiness gross inome of $1,000 or more during the yer? ~~~~~~~~~~~~~~ If "," hs it filed Form 990-T for this yer? If "," provide n explntion in Shedule O ~~~~~~~~~~~~~~~ At ny time during the lendr yer, did the orgniztion hve n interest in, or signture or other uthority over, finnil ount in foreign ountry (suh s nk ount, seurities ount, or other finnil ount)?~~~~~~~ If "," enter the nme of the foreign ountry: J See instrutions for filing requirements for Form TD F 90-.1, Report of Foreign Bnk nd Finnil Aounts. Ws the orgniztion prty to prohiited tx shelter trnstion t ny time during the tx yer? ~~~~~~~~~~~~ Did ny txle prty notify the orgniztion tht it ws or is prty to prohiited tx shelter trnstion? ~~~~~~~~~ If "," to line or, did the orgniztion file Form 888-T? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Does the orgniztion hve nnul gross reeipts tht re normlly greter thn $100,000, nd did the orgniztion soliit ny ontriutions tht were not tx dedutile? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "," did the orgniztion inlude with every soliittion n express sttement tht suh ontriutions or gifts were not tx dedutile? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "," did the orgniztion notify the donor of the vlue of the goods or servies provided? Did the orgniztion sell, exhnge, or otherwise dispose of tngile personl property for whih it ws required to file Form 88? te. See the instrutions for dditionl informtion the orgniztion must report on Shedule O. Did the orgniztion reeive ny pyments for indoor tnning servies during the tx yer? ~~~~~~~~~~~~~~~~ If "," hs it filed Form 70 to report these pyments? If "," provide n explntion in Shedule O 1 ~~~~~~~~~~~~~~~ If "," indite the numer of Forms 88 filed during the yer ~~~~~~~~~~~~~~~~ Did the orgniztion reeive ny funds, diretly or indiretly, to py premiums on personl enefit ontrt? Did the orgniztion, during the yer, py premiums, diretly or indiretly, on personl enefit ontrt? 7d 10 10 11 11 1 1 ~~~~~~~ ~~~~~~~~~ If the orgniztion reeived ontriution of qulified intelletul property, did the orgniztion file Form 8899 s required? ~ Sponsoring orgniztions mintining donor dvised funds. Did the orgniztion mke ny txle distriutions under setion 9? ~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A Did the orgniztion mke distriution to donor, donor dvisor, or relted person? ~~~~~~~~~~~~~~~~~~~ N/A 10 Setion 01()(7) orgniztions. Enter: Initition fees nd pitl ontriutions inluded on Prt VIII, line 1 ~~~~~~~~~~~~~~~ N/A Gross reeipts, inluded on Form 990, Prt VIII, line 1, for puli use of lu filities ~~~~~~ 11 Setion 01()(1) orgniztions. Enter: Gross inome from memers or shreholders ~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A Gross inome from other soures (Do not net mounts due or pid to other soures ginst mounts due or reeived from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 01()(9) qulified nonprofit helth insurne issuers. Is the orgniztion liensed to issue qulified helth plns in more thn one stte? ~~~~~~~~~~~~~~~~~~~~~ N/A Enter the mount of reserves the orgniztion is required to mintin y the sttes in whih the orgniztion is liensed to issue qulified helth plns ~~~~~~~~~~~~~~~~~~~~~~ Enter the mount of reserves on hnd~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 0 1 7 7 7 7e 7f 7g 7h 8 9 9 1 1 1 N/A N/A 1 Form 990 (011)
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge Prt VI Governne, Mngement, nd Dislosure For eh "" response to lines through 7 elow, nd for "" response to line 8, 8, or 10 elow, desrie the irumstnes, proesses, or hnges in Shedule O. See instrutions. Chek if Shedule O ontins response to ny question in this Prt VI Setion A. Governing Body nd Mngement 1 Enter the numer of voting memers of the governing ody t the end of the tx yer ~~~~~~ 1 If there re mteril differenes in voting rights mong memers of the governing ody, or if the governing 8 9 Is there ny offier, diretor, trustee, or key employee listed in Prt VII, Setion A, who nnot e rehed t the orgniztion s miling ddress? If "," provide the nmes nd ddresses in Shedule O Setion B. Poliies (This Setion B requests informtion out poliies not required y the Internl Revenue Code.) 1 1 1 1 1 exempt sttus with respet to suh rrngements? Setion C. Dislosure 17 List the sttes with whih opy of this Form 990 is required to e filed JPA 18 19 ody delegted rod uthority to n exeutive ommittee or similr ommittee, explin in Shedule O. Enter the numer of voting memers inluded in line 1, ove, who re independent ~~~~~~ Did ny offier, diretor, trustee, or key employee hve fmily reltionship or usiness reltionship with ny other offier, diretor, trustee, or key employee? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion delegte ontrol over mngement duties ustomrily performed y or under the diret supervision of offiers, diretors, or trustees, or key employees to mngement ompny or other person? ~~~~~~~~~~~~~~ Did the orgniztion mke ny signifint hnges to its governing douments sine the prior Form 990 ws filed? ~~~~~ Did the orgniztion eome wre during the yer of signifint diversion of the orgniztion s ssets? ~~~~~~~~~ Did the orgniztion hve memers or stokholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 Did the orgniztion hve memers, stokholders, or other persons who hd the power to elet or ppoint one or more memers of the governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Are ny governne deisions of the orgniztion reserved to (or sujet to pprovl y) memers, stokholders, or persons other thn the governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion ontemporneously doument the meetings held or written tions undertken during the yer y the following: The governing ody? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Eh ommittee with uthority to t on ehlf of the governing ody? Desrie in Shedule O the proess, if ny, used y the orgniztion to review this Form 990. Did the orgniztion hve written onflit of interest poliy? If "," go to line 1 ~~~~~~~~~~~~~~~~~~~~ Were offiers, diretors, or trustees, nd key employees required to dislose nnully interests tht ould give rise to onflits? ~~~~~~ Did the orgniztion regulrly nd onsistently monitor nd enfore ompline with the poliy? If "," desrie in Shedule O how this ws done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~ 10 Did the orgniztion hve lol hpters, rnhes, or ffilites? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "," did the orgniztion hve written poliies nd proedures governing the tivities of suh hpters, ffilites, nd rnhes to ensure their opertions re onsistent with the orgniztion s exempt purposes? ~~~~~~~~~~~~~ 11 Hs the orgniztion provided omplete opy of this Form 990 to ll memers of its governing ody efore filing the form? Did the orgniztion hve written whistlelower poliy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion hve written doument retention nd destrution poliy? ~~~~~~~~~~~~~~~~~~~~~~ Did the proess for determining ompenstion of the following persons inlude review nd pprovl y independent persons, omprility dt, nd ontemporneous sustntition of the deliertion nd deision? The orgniztion s CEO, Exeutive Diretor, or top mngement offiil Other offiers or key employees of the orgniztion ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "" to line 1 or 1, desrie the proess in Shedule O (see instrutions). ~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the orgniztion invest in, ontriute ssets to, or prtiipte in joint venture or similr rrngement with txle entity during the yer? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "," did the orgniztion follow written poliy or proedure requiring the orgniztion to evlute its prtiiption in joint venture rrngements under pplile federl tx lw, nd tke steps to sfegurd the orgniztion s Setion 10 requires n orgniztion to mke its Forms 10 (or 10 if pplile), 990, nd 990-T (Setion 01()()s only) ville for puli inspetion. Indite how you mde these ville. Chek ll tht pply. Own wesite Another s wesite Upon request Desrie in Shedule O whether (nd if so, how), the orgniztion mde its governing douments, onflit of interest poliy, nd finnil sttements ville to the puli during the tx yer. 0 Stte the nme, physil ddress, nd telephone numer of the person who possesses the ooks nd reords of the orgniztion: DIRECTOR & CEO - 1-0-9800 18 SOUTH PINE STREET, DOYLESTOWN, PA 18901 100 01--1 Form 990 (011) 7 7 8 8 9 10 10 11 1 1 1 1 1 1 1 1 1
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge 7 Prt VII Compenstion of Offiers, Diretors, Trustees, Key Employees, Highest Compensted Employees, nd Independent Contrtors Chek if Shedule O ontins response to ny question in this Prt VII Setion A. Offiers, Diretors, Trustees, Key Employees, nd Highest Compensted Employees 1 Complete this tle for ll persons required to e listed. Report ompenstion for the lendr yer ending with or within the orgniztion s tx yer. List ll of the orgniztion s urrent offiers, diretors, trustees (whether individuls or orgniztions), regrdless of mount of ompenstion. Enter -0- in olumns (D), (E), nd (F) if no ompenstion ws pid. List ll of the orgniztion s urrent key employees, if ny. See instrutions for definition of "key employee." List the orgniztion s five urrent highest ompensted employees (other thn n offier, diretor, trustee, or key employee) who reeived reportle ompenstion (Box of Form W- nd/or Box 7 of Form 1099-MISC) of more thn $100,000 from the orgniztion nd ny relted orgniztions. List ll of the orgniztion s former offiers, key employees, nd highest ompensted employees who reeived more thn $100,000 of reportle ompenstion from the orgniztion nd ny relted orgniztions. List ll of the orgniztion s former diretors or trustees tht reeived, in the pity s former diretor or trustee of the orgniztion, more thn $10,000 of reportle ompenstion from the orgniztion nd ny relted orgniztions. List persons in the following order: individul trustees or diretors; institutionl trustees; offiers; key employees; highest ompensted employees; nd former suh persons. Chek this ox if neither the orgniztion nor ny relted orgniztion ompensted ny urrent offier, diretor, or trustee. (A) (B) (C) (D) (E) (F) Nme nd Title Averge hours per week (desrie hours for relted orgniztions in Shedule O) Position (do not hek more thn one ox, unless person is oth n offier nd diretor/trustee) Individul trustee or diretor Institutionl trustee Offier Key employee Highest ompensted employee Former Reportle ompenstion from the orgniztion (W-/1099-MISC) Reportle ompenstion from relted orgniztions (W-/1099-MISC) Estimted mount of other ompenstion from the orgniztion nd relted orgniztions (1) WILLIAM AICHELE CHAIRMAN.00 0. 0. 0. () KEVIN PUTMAN PRESIDENT.00 0. 0. 0. () LOUIS DELLA PENNA VICE PRESIDENT.00 0. 0. 0. () FEDERICK E. SCHEA TREASURER.00 0. 0. 0. () ELIZABETH BEANS GILBERT SECRETARY.00 0. 0. 0. () HERMAN SILVERMAN CHAIRMAN EMERITUS.00 0. 0. 0. (7) F. DAVID AKER, PH.D. TRUSTEE 1.00 0. 0. 0. (8) DANA APPLESTEIN TRUSTEE 1.00 0. 0. 0. (9) WILLIAM BRENNER TRUSTEE 1.00 0. 0. 0. (10) ROBERT L. BYERS TRUSTEE 1.00 0. 0. 0. (11) ELIOT CHACK TRUSTEE 1.00 0. 0. 0. (1) EDWARD FERNBERGER TRUSTEE 1.00 0. 0. 0. (1) FRANK N. GALLAGHER, ESQ. TRUSTEE 1.00 0. 0. 0. (1) JANE JOZOFF TRUSTEE 1.00 0. 0. 0. (1) M. CAROLE KNIGHT TRUSTEE 1.00 0. 0. 0. (1) BRUCE NORMAN LONG TRUSTEE 1.00 0. 0. 0. (17) WILLIAM MANDEL TRUSTEE 1.00 0. 0. 0. 1007 01--1 Form 990 (011) 7
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge 8 Prt VII Setion A. Offiers, Diretors, Trustees, Key Employees, nd Highest Compensted Employees (ontinued) (A) (B) (C) (D) (E) (F) Nme nd title Averge Position (do not hek more thn one Reportle Reportle Estimted hours per ox, unless person is oth n ompenstion ompenstion mount of week offier nd diretor/trustee) from from relted other (desrie the orgniztions ompenstion hours for orgniztion (W-/1099-MISC) from the relted (W-/1099-MISC) orgniztion orgniztions nd relted in Shedule orgniztions O) Individul trustee or diretor Institutionl trustee Offier (18) SYDNEY F. MARTIN TRUSTEE 1.00 0. 0. 0. (19) G. NELSON PFUNDT TRUSTEE 1.00 0. 0. 0. (0) ALBERT PRITCHARD TRUSTEE 1.00 0. 0. 0. (1) TOM SCANNAPIECO TRUSTEE 1.00 0. 0. 0. () ROBERT WELCH TRUSTEE 1.00 0. 0. 0. () BRUCE KATSIFF DIRECTOR/CEO (UNTIL JUNE 01) 0.00 1,. 0. 1,718. Key employee Highest ompensted employee Former 1 d Su-totl~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Totl from ontinution sheets to Prt VII, Setion A ~~~~~~~~ Totl (dd lines 1 nd 1) Did the orgniztion list ny former offier, diretor, or trustee, key employee, or highest ompensted employee on line 1? If "," omplete Shedule J for suh individul ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did ny person listed on line 1 reeive or rue ompenstion from ny unrelted orgniztion or individul for servies rendered to the orgniztion? If "," omplete Shedule J for suh person Setion B. Independent Contrtors 1 Totl numer of individuls (inluding ut not limited to those listed ove) who reeived more thn $100,000 of reportle ompenstion from the orgniztion For ny individul listed on line 1, is the sum of reportle ompenstion nd other ompenstion from the orgniztion nd relted orgniztions greter thn $10,000? If "," omplete Shedule J for suh individul~~~~~~~~~~~~~ Complete this tle for your five highest ompensted independent ontrtors tht reeived more thn $100,000 of ompenstion from the orgniztion. Report ompenstion for the lendr yer ending with or within the orgniztion s tx yer. 1,. 0. 1,718. 0. 0. 0. 1,. 0. 1,718. (A) (B) (C) Nme nd usiness ddress Desription of servies Compenstion ADAMS BICKEL ASSOCIATES 770 RIDGE PIKE, COLLEGEVILLE, PA 19 CONTRACTOR,700,980. 1 Totl numer of independent ontrtors (inluding ut not limited to those listed ove) who reeived more thn $100,000 of ompenstion from the orgniztion 1 Form 990 (011) 1008 01--1 8
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge 9 Prt VIII Sttement of Revenue (A) (B) (C) (D) Totl revenue Relted or Unrelted Revenue exluded from exempt funtion usiness tx under revenue revenue setions 1, 1, or 1 Contriutions, Gifts, Grnts nd Other Similr Amounts Progrm Servie Revenue Other Revenue 1 d e f g nsh ontriutions inluded in lines 1-1f: $ d d d 9 10 11 Federted mpigns Memership dues ~~~~~~ ~~~~~~~~ Fundrising events ~~~~~~~~ Relted orgniztions ~~~~~~ Government grnts (ontriutions) All other ontriutions, gifts, grnts, nd similr mounts not inluded ove ~~ 1 1 1 1d 1e,111,1. 1f Investment inome (inluding dividends, interest, nd other similr mounts) ~~~~~~~~~~~~~~~~~ Inome from investment of tx-exempt ond proeeds Roylties Rel (ii) Personl Gross rents ~~~~~~~ 10,870. Less: rentl expenses~~~ 107,71. Rentl inome or (loss) ~~,109. Net rentl inome or (loss) 7 Gross mount from sles of ssets other thn inventory Less: ost or other sis nd sles expenses ~~~ Gin or (loss) ~~~~~~~ Seurities 17. (ii) Other Net gin or (loss) 8 Gross inome from fundrising events (not inluding $ 8,9. of ontriutions reported on line 1). See Prt IV, line 18 ~~~~~~~~~~~~~ Less: diret expenses~~~~~~~~~~ Net inome or (loss) from fundrising events Gross inome from gming tivities. See Prt IV, line 19 ~~~~~~~~~~~~~ Less: diret expenses ~~~~~~~~~ Net inome or (loss) from gming tivities Gross sles of inventory, less returns nd llownes ~~~~~~~~~~~~~ Less: ost of goods sold ~~~~~~~~ 7,. 8,9. 8,7. h Totl. Add lines 1-1f,18,0. Business Code ADMISSION FEES 71990 1,8. 1,8. 0,000. PROGRAM FEES 900099 1,1. 18,8.,0. EDUCATIONAL PROGRAM 900099,0.,0. e f All other progrm servie revenue ~~~~~ 900099 0. 0. g Totl. Add lines -f 1,000. 80. 8,71. 1,0.,89. 17,071. 119,9. Net inome or (loss) from sles of inventory 89,0. 89,0.,109.,109. 8,71. 8,71. -,9. -,9. 7,119. 7,119. Misellneous Revenue Business Code MISCELLANEOUS 900099 70. 70. d All other revenue ~~~~~~~~~~~~~ e Totl. Add lines 11-11d ~~~~~~~~~~~~~~~ 70. 1 Totl revenue. See instrutions.,88,097.,087. 0. 87,70. 1009 01--1 Form 990 (011) 9
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge Prt I Sttement of Funtionl Expenses Setion 01()() nd 01()() orgniztions must omplete ll olumns. All other orgniztions must omplete olumn (A) ut re not required to omplete olumns (B), (C), nd (D). Chek if Shedule O ontins response to ny question in this Prt I Do not inlude mounts reported on lines, (A) (B) (C) (D) Totl expenses Progrm servie Mngement nd Fundrising 7, 8, 9, nd 10 of Prt VIII. expenses generl expenses expenses 1 Grnts nd other ssistne to governments nd orgniztions in the United Sttes. See Prt IV, line 1 7 8 9 10 11 1 1 1 1 1 17 18 19 0 d e f g Grnts nd other ssistne to individuls in the United Sttes. See Prt IV, line ~~~ Grnts nd other ssistne to governments, orgniztions, nd individuls outside the United Sttes. See Prt IV, lines 1 nd 1 ~ Benefits pid to or for memers ~~~~~~~ Compenstion of urrent offiers, diretors, trustees, nd key employees ~~~~~~~~ Compenstion not inluded ove, to disqulified persons (s defined under setion 98(f)(1)) nd persons desried in setion 98()()(B) Other slries nd wges ~~~~~~~~~~ Pension pln ruls nd ontriutions (inlude setion 01(k) nd setion 0() employer ontriutions) ~~~ Other employee enefits ~~~~~~~~~~ Pyroll txes ~~~~~~~~~~~~~~~~ Fees for servies (non-employees): Mngement ~~~~~~~~~~~~~~~~ Legl ~~~~~~~~~~~~~~~~~~~~ Aounting ~~~~~~~~~~~~~~~~~ Loying ~~~~~~~~~~~~~~~~~~ Professionl fundrising servies. See Prt IV, line 17 Investment mngement fees ~~~~~~~~ Other ~~~~~~~~~~~~~~~~~~~~ Advertising nd promotion Offie expenses~~~~~~~~~~~~~~~ Informtion tehnology ~~~~~~~~~~~ Roylties ~~~~~~~~~~~~~~~~~~ 1 Pyments to ffilites ~~~~~~~~~~~~ Depreition, depletion, nd mortiztion ~~ 1,8.,88. 9,908. 8,790. Insurne ~~~~~~~~~~~~~~~~~,0. 1,7. 1. 7. Other expenses. Itemize expenses not overed ove. (List misellneous expenses in line e. If line e mount exeeds 10% of line, olumn (A) mount, list line e expenses on Shedule O.) ~~ TEMPORARY EHIBITION E 1,77. 1,77. LOSS ON DISPOSAL OF ASS,.,.,09.,91. ART ITEMS PURCHASED 9,8. 9,8. d PROFESSIONAL FEES,7. 18,07.,8.,7. e All other expenses SEE SCH O 17,7. 8,. 1,00. 7,78. Totl funtionl expenses. Add lines 1 through e,,877.,9,. 80,. 1,98. Joint osts. Complete this line only if the orgniztion reported in olumn (B) joint osts from omined edutionl mpign nd fundrising soliittion. Chek here if following SOP 98- (ASC 98-70) ~ ~~~~~~~~~ Oupny ~~~~~~~~~~~~~~~~~ Trvel ~~~~~~~~~~~~~~~~~~~ Pyments of trvel or entertinment expenses for ny federl, stte, or lol puli offiils Conferenes, onventions, nd meetings ~~ Interest ~~~~~~~~~~~~~~~~~~ 11,. 1,79. 18,0. 17,0. 981,0. 78,91. 10,107. 118,807. 9,07.,0. 10,197.,. 10,. 79,8. 19,7.,7. 78,7.,1. 7,1. 8,01.,88.,00.,01.,81.,. 7,8.,. 7,897. 8,18. 8,18. 1,9. 19,91. 19,01.,. 8,90. 8,08. 8. 7,7.,179.,97.,80. 9,0.,777. 1,79. 9.,87. 1,187.,87. 1,81. 7,11. 7,11. 1010 01--1 Form 990 (011) 10 10
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge 11 Prt Blne Sheet Net Assets or Fund Blnes Liilities Assets (A) (B) Beginning of yer End of yer 1 Csh - non-interest-ering ~~~~~~~~~~~~~~~~~~~~~~~~~ 89. 1,88. Svings nd temporry sh investments ~~~~~~~~~~~~~~~~~~ 1,9,19. 1,109,. Pledges nd grnts reeivle, net ~~~~~~~~~~~~~~~~~~~~~,77,.,09,9. Aounts reeivle, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ Reeivles from urrent nd former offiers, diretors, trustees, key employees, nd highest ompensted employees. Complete Prt II of Shedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Reeivles from other disqulified persons (s defined under setion 98(f)(1)), persons desried in setion 98()()(B), nd ontriuting employers nd sponsoring orgniztions of setion 01()(9) voluntry employees enefiiry orgniztions (see instrutions) ~~~~~~~~~~~ 7 tes nd lons reeivle, net ~~~~~~~~~~~~~~~~~~~~~~~ 7 8 Inventories for sle or use ~~~~~~~~~~~~~~~~~~~~~~~~~~ 88,8. 8 100,71. 9 Prepid expenses nd deferred hrges ~~~~~~~~~~~~~~~~~~,70. 9 1,98. 10 Lnd, uildings, nd equipment: ost or other sis. Complete Prt VI of Shedule D ~~~ 10 18,9,10. Less: umulted depreition ~~~~~~ 10,,19. 10,91,. 10 1,,17. 11 Investments - pulily trded seurities ~~~~~~~~~~~~~~~~~~~ 1,9,. 11 1,99,9. 1 Investments - other seurities. See Prt IV, line 11 ~~~~~~~~~~~~~~ 1 1 Investments - progrm-relted. See Prt IV, line 11 ~~~~~~~~~~~~~ 1 1 Intngile ssets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 1 Other ssets. See Prt IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ 1,17,97. 1 1,1,0. 1 Totl ssets. Add lines 1 through 1 (must equl line ),7,71. 1,0,8. 17 Aounts pyle nd rued expenses ~~~~~~~~~~~~~~~~~~ 11,. 17 8,0. 18 Grnts pyle ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 18 19 Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7,00. 19. 0 Tx-exempt ond liilities ~~~~~~~~~~~~~~~~~~~~~~~~~ 0 1 Esrow or ustodil ount liility. Complete Prt IV of Shedule D ~~~~ 1 Pyles to urrent nd former offiers, diretors, trustees, key employees, highest ompensted employees, nd disqulified persons. Complete Prt II of Shedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Seured mortgges nd notes pyle to unrelted third prties ~~~~~~ 7,10. 8,8. Unseured notes nd lons pyle to unrelted third prties ~~~~~~~~ Other liilities (inluding federl inome tx, pyles to relted third prties, nd other liilities not inluded on lines 17-). Complete Prt of Shedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~,.,9,9. Totl liilities. Add lines 17 through 1,19,0.,91,01. Orgniztions tht follow SFAS 117, hek here nd omplete lines 7 through 9, nd lines nd. 7 Unrestrited net ssets ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1,19,81. 7 1,8,081. 8 Temporrily restrited net ssets ~~~~~~~~~~~~~~~~~~~~~~ 11,88,. 8 1,,79. 9 Permnently restrited net ssets ~~~~~~~~~~~~~~~~~~~~~ 7,18,7. 9,87,9. Orgniztions tht do not follow SFAS 117, hek here nd omplete lines 0 through. 0 1 Cpitl stok or trust prinipl, or urrent funds ~~~~~~~~~~~~~~~ Pid-in or pitl surplus, or lnd, uilding, or equipment fund ~~~~~~~~ 0 1 Retined ernings, endowment, umulted inome, or other funds ~~~~ Totl net ssets or fund lnes ~~~~~~~~~~~~~~~~~~~~~~,88,071.,71,. Totl liilities nd net ssets/fund lnes,7,71.,0,8. Form 990 (011) 1011 01--1 11
Form 990 (011) JAMES A. MICHENER ART MUSEUM -718 Pge 1 Prt I Reonilition of Net Assets Chek if Shedule O ontins response to ny question in this Prt I 1 Totl revenue (must equl Prt VIII, olumn (A), line 1) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 1,88,097. Totl expenses (must equl Prt I, olumn (A), line ) ~~~~~~~~~~~~~~~~~~~~~~~~~~,,877. Revenue less expenses. Sutrt line from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1,0,0. Net ssets or fund lnes t eginning of yer (must equl Prt, line, olumn (A)) ~~~~~~~~~~,88,071. Other hnges in net ssets or fund lnes (explin in Shedule O) ~~~~~~~~~~~~~~~~~~~ -7,98. Net ssets or fund lnes t end of yer. Comine lines,, nd (must equl Prt, line, olumn (B)),71,. Prt II Finnil Sttements nd Reporting Chek if Shedule O ontins response to ny question in this Prt II 1 Aounting method used to prepre the Form 990: Csh Arul Other d If the orgniztion hnged its method of ounting from prior yer or heked "Other," explin in Shedule O. Were the orgniztion s finnil sttements ompiled or reviewed y n independent ountnt? ~~~~~~~~~~~~ Were the orgniztion s finnil sttements udited y n independent ountnt? ~~~~~~~~~~~~~~~~~~~ If "" to line or, does the orgniztion hve ommittee tht ssumes responsiility for oversight of the udit, review, or ompiltion of its finnil sttements nd seletion of n independent ountnt? ~~~~~~~~~~~~~~~ If the orgniztion hnged either its oversight proess or seletion proess during the tx yer, explin in Shedule O. If "" to line or, hek ox elow to indite whether the finnil sttements for the yer were issued on seprte sis, onsolidted sis, or oth: Seprte sis Consolidted sis Both onsolidted nd seprte sis As result of federl wrd, ws the orgniztion required to undergo n udit or udits s set forth in the Single Audit At nd OMB Cirulr A-1? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "," did the orgniztion undergo the required udit or udits? If the orgniztion did not undergo the required udit or udits, explin why in Shedule O nd desrie ny steps tken to undergo suh udits. Form 990 (011) 101 01--1 1
SCHEDULE A (Form 990 or 990-EZ) Deprtment of the Tresury Internl Revenue Servie Complete if the orgniztion is setion 01()() orgniztion or setion 97()(1) nonexempt hritle trust. Atth to Form 990 or Form 990-EZ. See seprte instrutions. OMB. 1-007 Open to Puli Inspetion Nme of the orgniztion Employer identifition numer JAMES A. MICHENER ART MUSEUM -718 Prt I Reson for Puli Chrity Sttus (All orgniztions must omplete this prt.) See instrutions. The orgniztion is not privte foundtion euse it is: (For lines 1 through 11, hek only one ox.) 1 7 8 9 10 11 e f g h A hurh, onvention of hurhes, or ssoition of hurhes desried in setion 170()(1)(A). A shool desried in setion 170()(1)(A)(ii). (Atth Shedule E.) A hospitl or oopertive hospitl servie orgniztion desried in setion 170()(1)(A)(iii). A medil reserh orgniztion operted in onjuntion with hospitl desried in setion 170()(1)(A)(iii). Enter the hospitl s nme, ity, nd stte: An orgniztion operted for the enefit of ollege or university owned or operted y governmentl unit desried in setion 170()(1)(A)(iv). (Complete Prt II.) A federl, stte, or lol government or governmentl unit desried in setion 170()(1)(A)(v). An orgniztion tht normlly reeives sustntil prt of its support from governmentl unit or from the generl puli desried in setion 170()(1)(A)(vi). (Complete Prt II.) A ommunity trust desried in setion 170()(1)(A)(vi). (Complete Prt II.) An orgniztion tht normlly reeives: (1) more thn 1/% of its support from ontriutions, memership fees, nd gross reeipts from tivities relted to its exempt funtions - sujet to ertin exeptions, nd () no more thn 1/% of its support from gross investment inome nd unrelted usiness txle inome (less setion 11 tx) from usinesses quired y the orgniztion fter June 0, 197. See setion 09()(). (Complete Prt III.) An orgniztion orgnized nd operted exlusively to test for puli sfety. See setion 09()(). An orgniztion orgnized nd operted exlusively for the enefit of, to perform the funtions of, or to rry out the purposes of one or more pulily supported orgniztions desried in setion 09()(1) or setion 09()(). See setion 09()(). Chek the ox tht desries the type of supporting orgniztion nd omplete lines 11e through 11h. Type I Type II Type III - Funtionlly integrted d Type III - Other By heking this ox, I ertify tht the orgniztion is not ontrolled diretly or indiretly y one or more disqulified persons other thn foundtion mngers nd other thn one or more pulily supported orgniztions desried in setion 09()(1) or setion 09()(). If the orgniztion reeived written determintion from the IRS tht it is Type I, Type II, or Type III supporting orgniztion, hek this ox Sine August 17, 00, hs the orgniztion epted ny gift or ontriution from ny of the following persons? (ii) (iii) Puli Chrity Sttus nd Puli Support ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A person who diretly or indiretly ontrols, either lone or together with persons desried in (ii) nd (iii) elow, the governing ody of the supported orgniztion? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A fmily memer of person desried in ove? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A % ontrolled entity of person desried in or (ii) ove? ~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following informtion out the supported orgniztion(s). 011 (iii) Type of Nme of supported (ii) EIN (iv) Is the orgniztion (v) Did you notify the (vi) Is the (vii) orgniztion in ol. listed in your orgniztion in ol. orgniztion in ol. Amount of orgniztion (desried on lines 1-9 orgnized in the support governing doument? of your support? U.S.? ove or IRC setion (see instrutions) ) 11g 11g(ii) 11g(iii) Totl LHA For Pperwork Redution At tie, see the Instrutions for Form 990 or 990-EZ. Shedule A (Form 990 or 990-EZ) 011 101 01--1 1
Shedule A (Form 990 or 990-EZ) 011 JAMES A. MICHENER ART MUSEUM -718 Pge Prt II Support Shedule for Orgniztions Desried in Setions 170()(1)(A)(iv) nd 170()(1)(A)(vi) (Complete only if you heked the ox on line, 7, or 8 of Prt I or if the orgniztion filed to qulify under Prt III. If the orgniztion fils to qulify under the tests listed elow, plese omplete Prt III.) Setion A. Puli Support Clendr yer (or fisl yer eginning in) 1 Totl. Add lines 1 through ~~~ Puli support. Sutrt line from line. Clendr yer (or fisl yer eginning in) 7 8 9 10 11 1 1 ssets (Explin in Prt IV.) ~~~~ Totl support. Add lines 7 through 10 () 007 () 008 () 009 (d) 010 (e) 011 (f) Totl () 007 () 008 () 009 (d) 010 (e) 011 (f) Totl 19. 711. 898. 1797. 90.1898818. First five yers. If the Form 990 is for the orgniztion s first, seond, third, fourth, or fifth tx yer s setion 01()() 17 10% -fts-nd-irumstnes test - 011. If the orgniztion did not hek ox on line 1, 1, or 1, nd line 1 is 10% or more, 18 Gifts, grnts, ontriutions, nd memership fees reeived. (Do not inlude ny "unusul grnts.") ~~ Tx revenues levied for the orgniztion s enefit nd either pid to or expended on its ehlf ~~~~ The vlue of servies or filities furnished y governmentl unit to the orgniztion without hrge ~ The portion of totl ontriutions y eh person (other thn governmentl unit or pulily supported orgniztion) inluded on line 1 tht exeeds % of the mount shown on line 11, olumn (f) ~~~~~~~~~~~~ Setion B. Totl Support Amounts from line ~~~~~~~ Gross inome from interest, dividends, pyments reeived on seurities lons, rents, roylties nd inome from similr soures ~ Net inome from unrelted usiness tivities, whether or not the usiness is regulrly rried on ~ Other inome. Do not inlude gin or loss from the sle of pitl 9. 101. 098. 9777. 180.180108. 1,000. 0,000. 0,000. 0,100. 01,000. 97,100. 19. 711. 898. 1797. 90.1898818. Gross reeipts from relted tivities, et. (see instrutions) ~~~~~~~~~~~~~~~~~~~~~~~ 1/% support test - 010. If the orgniztion did not hek ox on line 1 or 1, nd line 1 is 1/% or more, hek this ox nd stop here. The orgniztion qulifies s pulily supported orgniztion ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ nd if the orgniztion meets the "fts-nd-irumstnes" test, hek this ox nd stop here. Explin in Prt IV how the orgniztion meets the "fts-nd-irumstnes" test. The orgniztion qulifies s pulily supported orgniztion ~~~~~~~~~~~~~~~ 10% -fts-nd-irumstnes test - 010. If the orgniztion did not hek ox on line 1, 1, 1, or 17, nd line 1 is 10% or more, nd if the orgniztion meets the "fts-nd-irumstnes" test, hek this ox nd stop here. Explin in Prt IV how the 0788. 191. 7,9.,87.,97.,. 0,0. 10991. 1,1. 1,9. 1,08.,7. 1,990. 8,. 177. 1,77,7. orgniztion, hek this ox nd stop here Setion C. Computtion of Puli Support Perentge 1 Puli support perentge for 011 (line, olumn (f) divided y line 11, olumn (f)) ~~~~~~~~~~~~ 1 71.7 1 Puli support perentge from 010 Shedule A, Prt II, line 1 ~~~~~~~~~~~~~~~~~~~~~ 1 71.17 1 1/% support test - 011. If the orgniztion did not hek the ox on line 1, nd line 1 is 1/% or more, hek this ox nd stop here. The orgniztion qulifies s pulily supported orgniztion ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ orgniztion meets the "fts-nd-irumstnes" test. The orgniztion qulifies s pulily supported orgniztion ~~~~~~~~ Privte foundtion. If the orgniztion did not hek ox on line 1, 1, 1, 17, or 17, hek this ox nd see instrutions Shedule A (Form 990 or 990-EZ) 011 % % 10 01--1 1
Shedule A (Form 990 or 990-EZ) 011 Prt III Support Shedule for Orgniztions Desried in Setion 09()() Clendr yer (or fisl yer eginning in) 1 The vlue of servies or filities furnished y governmentl unit to the orgniztion without hrge ~ Totl. Add lines 1 through ~~~ 7 Amounts inluded on lines 1,, nd reeived from disqulified persons Amounts inluded on lines nd reeived from other thn disqulified persons tht exeed the greter of $,000 or 1% of the mount on line 1 for the yer ~~~~~~ Add lines 7 nd 7 ~~~~~~~ 8 Puli support (Sutrt line 7 from line.) Clendr yer (or fisl yer eginning in) 9 Amounts from line ~~~~~~~ 10 Gross inome from interest, dividends, pyments reeived on seurities lons, rents, roylties nd inome from similr soures ~ Unrelted usiness txle inome (less setion 11 txes) from usinesses quired fter June 0, 197 ~~~~ 11 1 1 () 007 () 008 () 009 (d) 010 (e) 011 (f) Totl () 007 () 008 () 009 (d) 010 (e) 011 (f) Totl 1 First five yers. If the Form 990 is for the orgniztion s first, seond, third, fourth, or fifth tx yer s setion 01()() orgniztion, hek this ox nd stop here Setion C. Computtion of Puli Support Perentge 1 1 Puli support perentge from 010 Shedule A, Prt III, line 1 Setion D. Computtion of Investment Inome Perentge 17 18 Pge Puli support perentge for 011 (line 8, olumn (f) divided y line 1, olumn (f)) ~~~~~~~~~~~~ 1 % 19 1/% support tests - 011. If the orgniztion did not hek the ox on line 1, nd line 1 is more thn 1/%, nd line 17 is not 0 (Complete only if you heked the ox on line 9 of Prt I or if the orgniztion filed to qulify under Prt II. If the orgniztion fils to qulify under the tests listed elow, plese omplete Prt II.) Setion A. Puli Support Gifts, grnts, ontriutions, nd memership fees reeived. (Do not inlude ny "unusul grnts.") ~~ Gross reeipts from dmissions, merhndise sold or servies performed, or filities furnished in ny tivity tht is relted to the orgniztion s tx-exempt purpose Gross reeipts from tivities tht re not n unrelted trde or usiness under setion 1 ~~~~~ Tx revenues levied for the orgniztion s enefit nd either pid to or expended on its ehlf ~~~~ Setion B. Totl Support Add lines 10 nd 10 ~~~~~~ Net inome from unrelted usiness tivities not inluded in line 10, whether or not the usiness is regulrly rried on ~~~~~~~ Other inome. Do not inlude gin or loss from the sle of pitl ssets (Explin in Prt IV.) ~~~~ Totl support (Add lines 9, 10, 11, nd 1.) Investment inome perentge for 011 (line 10, olumn (f) divided y line 1, olumn (f)) Investment inome perentge from 010 Shedule A, Prt III, line 17 ~~~~~~~~~~~~~~~~~~ 1 ~~~~~~~~ 17 % more thn 1/%, hek this ox nd stop here. The orgniztion qulifies s pulily supported orgniztion ~~~~~~~~~~ 1/% support tests - 010. If the orgniztion did not hek ox on line 1 or line 19, nd line 1 is more thn 1/%, nd line 18 is not more thn 1/%, hek this ox nd stop here. The orgniztion qulifies s pulily supported orgniztion~~~~ Privte foundtion. If the orgniztion did not hek ox on line 1, 19, or 19, hek this ox nd see instrutions 10 01--1 Shedule A (Form 990 or 990-EZ) 011 1 18 % %
** PUBLIC DISCLOSURE COPY ** Shedule B (Form 990, 990-EZ, or 990-PF) Deprtment of the Tresury Internl Revenue Servie Nme of the orgniztion Shedule of Contriutors Atth to Form 990, Form 990-EZ, or Form 990-PF. OMB. 1-007 011 Employer identifition numer Orgniztion type(hek one): JAMES A. MICHENER ART MUSEUM -718 Filers of: Setion: Form 990 or 990-EZ 01()( ) (enter numer) orgniztion 97()(1) nonexempt hritle trust not treted s privte foundtion 7 politil orgniztion Form 990-PF 01()() exempt privte foundtion 97()(1) nonexempt hritle trust treted s privte foundtion 01()() txle privte foundtion Chek if your orgniztion is overed y the Generl Rule or Speil Rule. te. Only setion 01()(7), (8), or (10) orgniztion n hek oxes for oth the Generl Rule nd Speil Rule. See instrutions. Generl Rule For n orgniztion filing Form 990, 990-EZ, or 990-PF tht reeived, during the yer, $,000 or more (in money or property) from ny one ontriutor. Complete Prts I nd II. Speil Rules For setion 01()() orgniztion filing Form 990 or 990-EZ tht met the 1/% support test of the regultions under setions 09()(1) nd 170()(1)(A)(vi) nd reeived from ny one ontriutor, during the yer, ontriution of the greter of (1) $,000 or () % of the mount on Form 990, Prt VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Prts I nd II. For setion 01()(7), (8), or (10) orgniztion filing Form 990 or 990-EZ tht reeived from ny one ontriutor, during the yer, totl ontriutions of more thn $1,000 for use exlusively for religious, hritle, sientifi, literry, or edutionl purposes, or the prevention of ruelty to hildren or nimls. Complete Prts I, II, nd III. For setion 01()(7), (8), or (10) orgniztion filing Form 990 or 990-EZ tht reeived from ny one ontriutor, during the yer, ontriutions for use exlusively for religious, hritle, et., purposes, ut these ontriutions did not totl to more thn $1,000. If this ox is heked, enter here the totl ontriutions tht were reeived during the yer for n exlusively religious, hritle, et., purpose. Do not omplete ny of the prts unless the Generl Rule pplies to this orgniztion euse it reeived nonexlusively religious, hritle, et., ontriutions of $,000 or more during the yer. ~~~~~~~~~~~~~~~~~ $ Cution. An orgniztion tht is not overed y the Generl Rule nd/or the Speil Rules does not file Shedule B (Form 990, 990-EZ, or 990-PF), ut it must nswer "" on Prt IV, line, of its Form 990; or hek the ox on line H of its Form 990-EZ or on Prt I, line of its Form 990-PF, to ertify tht it does not meet the filing requirements of Shedule B (Form 990, 990-EZ, or 990-PF). LHA For Pperwork Redution At tie, see the Instrutions for Form 990, 990-EZ, or 990-PF. Shedule B (Form 990, 990-EZ, or 990-PF) (011) 11 01--1
Shedule B (Form 990, 990-EZ, or 990-PF) (011) Nme of orgniztion Employer identifition numer Pge JAMES A. MICHENER ART MUSEUM -718 Prt I Contriutors (see instrutions). Use duplite opies of Prt I if dditionl spe is needed. (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution 1 Person Pyroll $,000,000. nsh (Complete Prt II if there is nonsh ontriution.) (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution Person Pyroll $ 81,180. nsh (Complete Prt II if there is nonsh ontriution.) (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution $ Person Pyroll nsh (Complete Prt II if there is nonsh ontriution.) (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution $ Person Pyroll nsh (Complete Prt II if there is nonsh ontriution.) (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution $ Person Pyroll nsh (Complete Prt II if there is nonsh ontriution.) (). () Nme, ddress, nd ZIP + () Totl ontriutions (d) Type of ontriution $ Person Pyroll nsh (Complete Prt II if there is nonsh ontriution.) 1 01--1 Shedule B (Form 990, 990-EZ, or 990-PF) (011) 17
Shedule B (Form 990, 990-EZ, or 990-PF) (011) Nme of orgniztion Pge Employer identifition numer JAMES A. MICHENER ART MUSEUM -718 Prt II nsh Property (see instrutions). Use duplite opies of Prt II if dditionl spe is needed. (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ (). from Prt I () Desription of nonsh property given () FMV (or estimte) (see instrutions) (d) Dte reeived $ 1 01--1 Shedule B (Form 990, 990-EZ, or 990-PF) (011) 18
Shedule B (Form 990, 990-EZ, or 990-PF) (011) Nme of orgniztion Pge Employer identifition numer JAMES A. MICHENER ART MUSEUM -718 Prt III (). from Prt I Exlusively religious, hritle, et., individul ontriutions to setion 01()(7), (8), or (10) orgniztions tht totl more thn $1,000 for the yer. Complete olumns () through (e) nd the following line entry. For orgniztions ompleting Prt III, enter the totl of exlusively religious, hritle, et., ontriutions of $1,000 or less for the yer. (Enter this informtion one.) $ Use duplite opies of Prt III if dditionl spe is needed. () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Trnsfer of gift Trnsferee s nme, ddress, nd ZIP + Reltionship of trnsferor to trnsferee (). from Prt I () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Trnsfer of gift Trnsferee s nme, ddress, nd ZIP + Reltionship of trnsferor to trnsferee (). from Prt I () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Trnsfer of gift Trnsferee s nme, ddress, nd ZIP + Reltionship of trnsferor to trnsferee (). from Prt I () Purpose of gift () Use of gift (d) Desription of how gift is held (e) Trnsfer of gift Trnsferee s nme, ddress, nd ZIP + Reltionship of trnsferor to trnsferee 1 01--1 Shedule B (Form 990, 990-EZ, or 990-PF) (011) 19