Civic Intelligence

Phoenix Art Museum Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 86-0765761

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileN/A
1625 N Central AvenuePhoenix, AZ 85004-1685

(602) 257-1880

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$200,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-2.8%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$27,265,750

Up $2,333,356 (+9.4%) from 2016

Net Assets

Up

$27,215,360

Up $2,361,894 (+9.5%) from 2016

Liabilities

Down

$50,390

Down $28,538 (-36%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin88th percentile

Revenue

Down

$1,977,317

Down $56,475 (-2.8%) from 2016

Expenses

Down

$1,205,477

Down $45,171 (-3.6%) from 2016

Net Income

Down

$771,840

Down $11,304 (-1.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $20,481,532Liabilities 2010: $10,701Net Assets 2010: $20,470,8312010Assets 2011: $23,184,402Liabilities 2011: $12,166Net Assets 2011: $23,172,2362011Assets 2012: $24,068,333Liabilities 2012: $15,258Net Assets 2012: $24,053,0752012Assets 2013: $24,858,824Liabilities 2013: $15,242Net Assets 2013: $24,843,5822013Assets 2014: $26,542,706Liabilities 2014: $20,377Net Assets 2014: $26,522,3292014Assets 2015: $25,036,347Liabilities 2015: $13,610Net Assets 2015: $25,022,7372015Assets 2016: $24,932,394Liabilities 2016: $78,928Net Assets 2016: $24,853,4662016Assets 2017: $27,265,750Liabilities 2017: $50,390Net Assets 2017: $27,215,3602017Assets 2018: $27,968,026Liabilities 2018: $0Net Assets 2018: $27,968,0262018Assets 2019: $27,308,786Liabilities 2019: $0Net Assets 2019: $27,308,7862019Assets 2020: $27,316,846Liabilities 2020: $1,500Net Assets 2020: $27,315,3462020Assets 2021: $32,304,336Liabilities 2021: $0Net Assets 2021: $32,304,3362021Assets 2022: $27,929,038Liabilities 2022: $1,211,296Net Assets 2022: $26,717,7422022Assets 2023: $29,151,002Liabilities 2023: $1,372,101Net Assets 2023: $27,778,9012023Assets 2024: $33,472,648Liabilities 2024: $1,096,937Net Assets 2024: $32,375,7112024

Highlighted filing

2017

Assets$27,265,750
Liabilities$50,390
Net Assets$27,215,360
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $104,6612010Expenses 2011: $738,8772011Revenue 2012: $1,669,608Expenses 2012: $1,112,410Net Income 2012: $557,1982012Expenses 2013: $1,431,6122013Revenue 2014: $1,340,062Expenses 2014: $1,394,929Net Income 2014: -$54,8672014Revenue 2015: $6,464,934Expenses 2015: $5,670,553Net Income 2015: $794,3812015Revenue 2016: $2,033,792Expenses 2016: $1,250,648Net Income 2016: $783,1442016Revenue 2017: $1,977,317Expenses 2017: $1,205,477Net Income 2017: $771,8402017Revenue 2018: $1,579,677Expenses 2018: $1,398,605Net Income 2018: $181,0722018Revenue 2019: $763,948Expenses 2019: $1,106,522Net Income 2019: -$342,5742019Revenue 2020: $1,381,230Expenses 2020: $1,460,991Net Income 2020: -$79,7612020Revenue 2021: $805,868Expenses 2021: $1,992,931Net Income 2021: -$1,187,0632021Revenue 2022: $2,391,694Expenses 2022: $1,822,843Net Income 2022: $568,8512022Revenue 2023: $38,958Expenses 2023: $1,705,696Net Income 2023: -$1,666,7382023Revenue 2024: $5,367,316Expenses 2024: $2,034,679Net Income 2024: $3,332,6372024

Highlighted filing

2017

Revenue$1,977,317
Expenses$1,205,477
Net Income$771,840
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$5,994,620
Mission and Program Overview

Mission

To provide substantial support for the phoenix art museum.

To provide substantial financial support for the phoenix art museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,165,292$18,233,672▲ $3,068,380
Pledges and Grants Receivable$4,301,936$3,371,496▼ $930,440
Savings and Temporary Cash Investments$950,175$3,341,730▲ $2,391,555
Investments Other Securities$4,514,991$2,318,852▼ $2,196,139
Total Assets$24,932,394$27,265,750▲ $2,333,356
Liabilities
Other Liabilities$65,324$33,494▼ $31,830
Accounts Payable and Accrued Expenses$13,604$16,896▲ $3,292
Total Liabilities$78,928$50,390▼ $28,538
Net Assets / Fund Balance
Permanently Rstr Net Assets$26,717,760$27,794,876▲ $1,077,116
Unrestricted Net Assets$-1,864,294$-579,516▲ $1,284,778
Total Net Assets Fund Balance$24,853,466$27,215,360▲ $2,361,894
Total Liabilities and Net Assets / Fund Balance$24,932,394$27,265,750▲ $2,333,356

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,060,846--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$24,918,790$1,278,867▲ $2,287,324-$27,312,998
2015$25,022,737$1,592,609▼ $511,232-$24,918,790
2014$25,422,566$5,259,560▲ $31,541$4,400,308$25,022,737
2013$23,739,569$295,894▲ $2,777,782-$25,422,566
2012$22,949,075$193,587▲ $2,028,519-$23,739,569
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Harry PappPresident
Dawn OlsenDeputy Director of Finance
Howard KatzDirector
Mark FeldmanDirector
Mike CohnDirector
Rose PappDirector
Gene LemonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,060,751
Program Service Revenue
$0
Investment Income
$916,566
Other Revenue
$0
All Other Contributions
$1,060,751
Change in Net Assets
$771,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$987,248
Other Expenses$218,229
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$987,248--$987,248
Office Expenses-$125,001-$125,001
Fees for Service Investment Mgmnt Fees$58,452--$58,452
Fees for Services Accounting$6,800--$6,800
Other Expenses$476$27,500-$476
Total Functional Expenses$1,052,976$152,501$0$1,205,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phoenix Art MuseumPhoenix, AZ501(c)(3)Support of Programs$974,248
Phoenix Art MuseumPhoenix, AZ501(c)(3)Annual Museum Draw$13,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Museum$33,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Harry and rose papp are married.”

Form 990, Part VI, Section A, Line 7A

“The phoenix art museum is the sole member of this corporation and, as such, has the power to appoint any director and can remove any director with or without cause. The phoenix art museum endowment fund board of directors at their annual meeting appoint the officers of the corporation, including at least a president, a secretary and a treasurer, from among the directors of the corporation who are former trustees of the phoenix art museum.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The 990 will be presented to each member of the endowment board of trustees for review.”

Form 990, Part VI, Section B, Line 12C

“The supported organization, the phoenix art museum, oversees conflict of interest policy. The phoenix art museum's guidelines for professional practices questionnaire and compliance agreement is required to be completed and signed by trustees, presidents of support organizations, museum director, division heads, department heads, and all accounting staff annually. This process is done every year in september. The completed and signed agreements are reviewed by human resources manager of the phoenix art museum for completeness. Any question that arises is discussed with the individual signing the agreement.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate any directors, officers, or others.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request from the organization.”

Filing and Contact Details

Filer

Filer Name
Phoenix Art Museum Endowment Fund Inc
EIN
86-0765761
Phone
6022571880
Address
1625 N CENTRAL AVENUE, PHOENIX, AZ 85004-1685

Signing Officer

Name
Dawn Olsen
Title
Deputy Director of Finance & Operations
Phone
6022571880
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Olsen
Formed
1994
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
1,560

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 E THOMAS RD STE 2300, PHOENIX, AZ 85012
Preparer
Stephen E Livingston CPA
Phone
6022662248
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Pledge discount/allow 219,295.”

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process for the audit or its selection process for independent auditors during the year.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds will be used to support various programs of phoenix art museum.”

Raw XML AppendixShowing 400 of 498 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860072608
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0987248
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PHOENIX ART MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0987248
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024918790
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01278867
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027312998
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01171983
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02287324
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt060852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025022737
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01592609
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024918790
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01124472
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-511232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025422566
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05259560
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025022737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01268464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031541
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04400308
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt066056
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt023739569
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0295894
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025422566
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01324623
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02777782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt081370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt022949075
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0193587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt023739569
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01350242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02028519
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033494
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MUSEUM
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01258006
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11060846
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPORT VARIOUS PROGRAMS OF PHOENIX ART MUSEUM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02318852
IRS990ScheduleD/TotalLiabilityAmt033494
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0974248
IRS990ScheduleI/RecipientTable/CashGrantAmt113000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ANNUAL MUSEUM DRAW
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHOENIX ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PHOENIX ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientEIN0860072608
IRS990ScheduleI/RecipientTable/RecipientEIN1860072608
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01625 N CENTRAL AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11625 N CENTRAL AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0850041685
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd185004
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE ARE 2 GRANT TYPES. THE FIRST IS THE ANNUAL MUSEUM DRAW, TYPICALLY 5% - 5.50% OF THE VALUE OF THE FUND EACH MARCH 31ST FOR THE NEXT FISCAL YEAR. THE SECOND ARE THE SUPPORT ORG FUNDS THAT GIVE OUT SPECIFIC, ART ORIENTED GRANTS TO INDIVIDUALS OR TO THE MUSEUM ITSELF FOR ART ACQUISITIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0200000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAWN OLSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DEPUTY DIRECTOR OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0200000
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE PHOENIX ART MUSEUM CHECKS THE FOLLOWING BOXES: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HARRY AND ROSE PAPP ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PHOENIX ART MUSEUM IS THE SOLE MEMBER OF THIS CORPORATION AND, AS SUCH, HAS THE POWER TO APPOINT ANY DIRECTOR AND CAN REMOVE ANY DIRECTOR WITH OR WITHOUT CAUSE. THE PHOENIX ART MUSEUM ENDOWMENT FUND BOARD OF DIRECTORS AT THEIR ANNUAL MEETING APPOINT THE OFFICERS OF THE CORPORATION, INCLUDING AT LEAST A PRESIDENT, A SECRETARY AND A TREASURER, FROM AMONG THE DIRECTORS OF THE CORPORATION WHO ARE FORMER TRUSTEES OF THE PHOENIX ART MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 WILL BE PRESENTED TO EACH MEMBER OF THE ENDOWMENT BOARD OF TRUSTEES FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SUPPORTED ORGANIZATION, THE PHOENIX ART MUSEUM, OVERSEES CONFLICT OF INTEREST POLICY. THE PHOENIX ART MUSEUM'S GUIDELINES FOR PROFESSIONAL PRACTICES QUESTIONNAIRE AND COMPLIANCE AGREEMENT IS REQUIRED TO BE COMPLETED AND SIGNED BY TRUSTEES, PRESIDENTS OF SUPPORT ORGANIZATIONS, MUSEUM DIRECTOR, DIVISION HEADS, DEPARTMENT HEADS, AND ALL ACCOUNTING STAFF ANNUALLY. THIS PROCESS IS DONE EVERY YEAR IN SEPTEMBER. THE COMPLETED AND SIGNED AGREEMENTS ARE REVIEWED BY HUMAN RESOURCES MANAGER OF THE PHOENIX ART MUSEUM FOR COMPLETENESS. ANY QUESTION THAT ARISES IS DISCUSSED WITH THE INDIVIDUAL SIGNING THE AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT COMPENSATE ANY DIRECTORS, OFFICERS, OR OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PLEDGE DISCOUNT/ALLOW 219,295.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS FOR THE AUDIT OR ITS SELECTION PROCESS FOR INDEPENDENT AUDITORS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHOENIX ART MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860072608
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CULTIVATE & PROMOTE INTEREST IN & APPRECIATION OF THE VISUAL ARTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01625 N CENTRAL AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0850041685
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,265,750
Liabilities
$50,390
Net assets
$27,215,360
Revenue
$1,977,317
Expenses
$1,205,477
Net income
$771,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$1.10$32.4$5.37$2.03$3.33
2023Detailed filing. Detailed filing data is available for this year.$29.2$1.37$27.8$0.04$1.71$1.67
2022Detailed filing. Detailed filing data is available for this year.$27.9$1.21$26.7$2.39$1.82$0.57
2021Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$0.81$1.99$1.19
2020Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$1.38$1.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$0.76$1.11$0.34
2018Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.58$1.40$0.18
2017Detailed filing. Detailed filing data is available for this year.$27.3$0.05$27.2$1.98$1.21$0.77
2016Detailed filing. Detailed filing data is available for this year.$24.9$0.08$24.9$2.03$1.25$0.78
2015Detailed filing. Detailed filing data is available for this year.$25.0$0.01$25.0$6.46$5.67$0.79
2014Detailed filing. Detailed filing data is available for this year.$26.5$0.02$26.5$1.34$1.39$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.02$24.8$1.43
2012Summary only. Only limited summary data is available for this year.$24.1$0.02$24.1$1.67$1.11$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$0.01$23.2$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.01$20.5$0.10