2024-11-14T16:35:56-06:00 2023-12-31 850455053 SWAIN & GRIECO LLC 2050 BOTULPH ROAD SUITE A SANTA FE NM 87505 990 2023-01-01 850102311 THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN WHEE 5059824636 POST OFFICE BOX 5153 SANTA FE NM 875025153 JEFFREY GORDON TREASURER 5059824636 2024-11-14 1 1 MICHAEL D SWAIN CPA P00120406 5059883770 2023 2024-10-15 13:58:12Z JEFFREY GORDON POST OFFICE BOX 5153 SANTA FE NM 875025153 2063762 0 X WHEELWRIGHT.ORG X 1937 NM TO RESPECT AND SUPPORT THE TRADITIONS AND CREATIVE EXPRESSIONS OF THE NATIVE AMERICAN PEOPLES, AND TO PRESENT EXHIBITIONS AND OTHER PUBLIC PROGRAMS RELATING TO THEM; TO COLLECT AND DOCUMENT CONTEMPORARY EXPRESSIONS OF THE NAVAJO PEOPLE ESPECIALLY, BUT ALSO THE RIO GRANDE PUEBLO PEOPLE AND OTHER NATIVE AMERICANS OF NEW MEXICO; TO MAINTAIN COLLECTIONS OF ARTIFACTS, BOOKS, MANUSCRIPTS, PHOTOGRAPHS, AND OTHER METARIALS RELATING TO THE HISTORY, CULTURE, AND ARTS OF THE NAVAJO PEOPLE ESPECIALLY, BUT ALSO THE RIO GRANDE PUEBLO PEOPLE AND OTHER NATIVE AMERICANS OF NEW MEXICO, AND TO MAKE SAID RESOURCES ACCESSIBLE TO THE PUBLIC FOR STUDY; AND TO PUBLISH BOOKS AND OTHER MATERIALS CONCERNING THE FOREGOING AND MATTERS RELATED THERETO. 22 22 14 25 0 0 515184 828616 220977 173835 4467 21800 620285 498653 1360913 1522904 0 0 0 0 588772 772006 0 0 32074 546681 845875 1135453 1617881 225460 -94977 5668937 5698605 91797 216441 5577140 5482164 X TO RESPECT AND SUPPORT THE TRADITIONS AND CREATIVE EXPRESSIONS OF THE NATIVE AMERICAN PEOPLES, AND TO PRESENT EXHIBITIONS AND OTHER PUBLIC PROGRAMS RELATING TO THEM; TO COLLECT AND DOCUMENT CONTEMPORARY EXPRESSIONS OF THE NAVAJO PEOPLE ESPECIALLY, BUT ALSO THE RIO GRANDE PUEBLO PEOPLE AND OTHER NATIVE AMERICANS OF NEW MEXICO; TO MAINTAIN COLLECTIONS OF ARTIFACTS, BOOKS, MANUSCRIPTS, PHOTOGRAPHS, AND OTHER METARIALS RELATING TO THE HISTORY, CULTURE, AND ARTS OF THE NAVAJO PEOPLE ESPECIALLY, BUT ALSO THE RIO GRANDE PUEBLO PEOPLE AND OTHER NATIVE AMERICANS OF NEW MEXICO, AND TO MAKE SAID RESOURCES ACCESSIBLE TO THE PUBLIC FOR STUDY; AND TO PUBLISH BOOKS AND OTHER MATERIALS CONCERNING THE FOREGOING AND MATTERS RELATED THERETO. 0 0 1222679 173835 OPERATION/MAINTENANCE OF WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN, WHICH PROMOTES PUBLIC UNDERSTANDING/APPRECIATION OF NATIVE AMERICAN CULTURE BY PROCURING/INTERPRETING ACTIVITIES THROUGH COLLECTIONS/ACQUISITIONS AND EXHIBITS THROUGHOUT THE YEAR. THE MUSUEM IS ABLE TO PROVIDE EXHIBITS BY CURATORIAL/EXHIBIT REVENUE, WHICH IS PROVIDED BY ADMISSIONS, DONATION BOX, AND GIFTS RESTRICTED FOR EXHIBITS AND ACQUISITIONS. MUSEUM SHOP ADDS TO THE EDUCATIONAL PURPOSE OF THE MUSUEM BY MAKING AMERICAN INDIAN WORKS FAMILIAR TO A BROAD SEGMENT OF THE PUBLIC, ENHANCING PUBLIC UNDERSTANDING/APPRECIATION. 1222679 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 14 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NM X X THE ORGANIZATION 5059824636 POST OFFICE BOX 5153 SANTA FE NM 875025153 JEAN L HIGGINS EXECUTIVE DIRECTOR 36.00 X X 187966 0 0 HENRIETTA LIDCHI EXECUTIVE DIRECTOR 40.00 X X 105901 0 0 WILLIAM G HOWARD PRESIDENT 2.00 X X 0 0 0 ROBERT E KIRKPATRICK PRESIDENT 2.00 X X 0 0 0 DIANE LOCANDRO VICE PRESIDENT 2.00 X X 0 0 0 SHERIDAN MACKNIGHT SECRETARY 4.00 X X 0 0 0 JESSE MORRIS SECRETARY 4.00 X X 0 0 0 JEFFREY GORDON TREASURER 2.00 X X 0 0 0 JOHN M YOECKEL TREASURER 2.00 X X 0 0 0 JOSEPH AGUILAR TRUSTEE 2.00 X 0 0 0 AMBER-DAWN BEAR ROBE TRUSTEE 2.00 X 0 0 0 LISA BIALAC-JEHLE TRUSTEE 2.00 X 0 0 0 CHAD BURDKHARDT TRUSTEE 2.00 X 0 0 0 RON FERGUSON TRUSTEE 2.00 X 0 0 0 SUZANNE NEWMAN FRICKE TRUSTEE 2.00 X 0 0 0 MARY G HAMILTON TRUSTEE 2.00 X 0 0 0 JANIE KASARJIAN TRUSTEE 2.00 X 0 0 0 THOMAS MCREYNOLDS TRUSTEE 2.00 X 0 0 0 SALLYANN PASCHALL TRUSTEE 2.00 X 0 0 0 PAT PRUITT TRUSTEE 2.00 X 0 0 0 MARTHA SANDWEISS TRUSTEE 2.00 X 0 0 0 GERAL STIEBEL TRUSTEE 2.00 X 0 0 0 HEATHER WHITE MAN RUNS HIM TRUSTEE 2.00 X 0 0 0 NATHAN YOUNGBLOOD TRUSTEE 2.00 X 0 0 0 293867 0 0 2 0 1 0 0 243875 584741 828616 ADMISSIONS 711300 166340 166340 PROGRAM & LECTURE REVE 711300 7495 7495 173835 21800 21800 163775 50980 112795 112795 875024 489878 385146 385146 MISCELLANEOUS INCOME 900099 712 712 712 1522904 558981 0 135307 X 288817 225277 63540 419952 339660 80292 9819 7659 2160 53418 41666 11752 16225 16225 47918 47918 103913 64815 36591 2507 38057 20537 15667 1853 9431 7073 2358 43028 36574 6454 21194 17478 3716 162181 137854 24327 35620 29426 6194 ACQUISITION EXPENSE 68550 68550 SECURITY 46411 46411 PUBLIC RELATIONS 38400 19200 9600 9600 BANK CHARGES 34934 23812 590 10532 180013 136687 35744 7582 1617881 1222679 363128 32074 228158 467801 1034319 734116 -148 23898 960188 1029139 6178847 2735196 3468076 3443651 -21656 0 5668937 5698605 -58266 -80165 150063 296606 91797 216441 X 4739826 4644850 837314 837314 5577140 5482164 5668937 5698605 -94977 0 X 0 0 0 X 948150 875443 889830 505184 828616 4047223 793733 279944 729481 220977 173835 2197970 147022 59763 52688 1890 711 262074 1888905 1215150 1671999 728051 1003162 6507267 216263 222767 259781 5000 5000 708811 0 216263 222767 259781 5000 5000 708811 5798456 102888 102591 116 4467 21800 231862 102888 102591 116 4467 21800 231862 1991793 1317741 1672115 732518 1024962 6739129 0.86040 0.84160 0.03440 0.03600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 66835 66835 66835 66835 66835 66835 66835 66835 66835 66835 0 0 5614883 2386282 3228601 25252 25252 0 425296 323662 101634 113416 113416 3443651 DUE TO FOUNDATION 240811 LAYAWAY DEPOSITS 55795 296606 PART III, LINE 4: THE COLLECTIONS PROMOTE PUBLIC UNDERSTANDING AND APPRECIATION OF NATIVE AMERICAN ART AND CULTURE. COLLECTION ITEMS INCLUDE NATIVE TEXTILES, JEWELRY, POTTERY, BASKETRY, CLOTHING, AND ARCHIVAL MATERIAL, INCLUDING BOOKS, MANUSCRIPTS, PAPTERS, AND PUBLICATIONS. ALL ARE USED FOR EXHIBITION AND SCHOLARLY RESEARCH PURPOSES, AND AS A HISTORY OF THE CULTURES THEY REPRESENT. LOANS ARE MADE ONLY TO OTHER INSTITUTIONS FOR PUBLIC VIEWING TO THE GREATER PUBLIC. PART V, LINE 4: TO SUPPORT THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN AND ITS MISSION. 0 0 0 0 0 0 0 0 0 JEAN L HIGGINS EXECUTIVE DIRECTOR 183016 0 0 0 4950 0 0 0 0 0 187966 0 0 0 0 0 1 PART I, LINE 32B: THE ORGANIZATION OCCASIONALLY SELLS DONATED NON CASH ITEMS IT HAS ATTEMPTED TO SELL THROUGH ITS FUNDRAISING EFFORTS, BUT HAS BEEN UNABLE TO SELL. THE ORGANIZATION USES A LOCAL AUCTION HOUSE, WHICH CHARGES A NOMINAL FEE TO SELL THESE ITEMS. THIS PRACTICE WAS DISCONTINUED AT THE END OF 2023. FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM DOES HAVE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B BECAUSE OF THE IMPORTANCE OF CONFIDENTIALITY EXPRESSED BY MANY OF OUR DONORS, THE FULL BOARD RECEIVES THE FORM 990 WITH THE NAMES OF DONORS AND DONATION AMOUNTS REDACTED, BUT WITH THE ASSURANCE THAT THE INFORMATION IS AVAILABLE TO ANY TRUSTEES FROM THE EXECUTIVE DIRECTOR OF THE MUSEUM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT-OF-INTEREST POLICY. EACH YEAR, ALL STAFF, CONTRACT EMPLOYEES, AND MEMBERS OF THE BOARD OF TRUSTEES ARE GIVEN A CONFLICT-OF-INTEREST FORM TO FILL OUT AND RETURN. IF THERE IS A POTENTIAL CONFLICT, THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATION REVIEW COMMITTEE DOES ANNUAL PERFORMANCE REVIEWS AND CONSULTATION OF THE ASSOCIATION OF ART MUSEUM DIRECTORS DATA STATISTICS. THE FINANCE COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS FOR COMPENSATION OF KEY EMPLOYEES, USING NATIONAL DATA FOR COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E SHIPPING EXPENSE: PROGRAM SERVICE EXPENSES 29,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,150. IT AND COMPUTER SUPPORT: PROGRAM SERVICE EXPENSES 18,544. MANAGEMENT AND GENERAL EXPENSES 6,181. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,725. RECEPTIONS: PROGRAM SERVICE EXPENSES 10,635. MANAGEMENT AND GENERAL EXPENSES 8,567. FUNDRAISING EXPENSES 4,654. TOTAL EXPENSES 23,856. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 15,443. MANAGEMENT AND GENERAL EXPENSES 2,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,168. PRINTING AND REPRODUCTION: PROGRAM SERVICE EXPENSES 11,218. MANAGEMENT AND GENERAL EXPENSES 5,177. FUNDRAISING EXPENSES 863. TOTAL EXPENSES 17,258. TELEPHONE, TELECOMMUNICATIONS: PROGRAM SERVICE EXPENSES 10,388. MANAGEMENT AND GENERAL EXPENSES 3,463. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,851. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 11,050. MANAGEMENT AND GENERAL EXPENSES 1,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,000. EXHIBIT EXPENSES: PROGRAM SERVICE EXPENSES 9,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,935. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 4,212. MANAGEMENT AND GENERAL EXPENSES 2,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,382. SUPPLIES: PROGRAM SERVICE EXPENSES 5,298. MANAGEMENT AND GENERAL EXPENSES 505. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,803. DONOR EVENTS: PROGRAM SERVICE EXPENSES 5,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,100. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 2,539. MANAGEMENT AND GENERAL EXPENSES 1,472. FUNDRAISING EXPENSES 1,066. TOTAL EXPENSES 5,077. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 2,378. MANAGEMENT AND GENERAL EXPENSES 1,379. FUNDRAISING EXPENSES 999. TOTAL EXPENSES 4,756. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 797. MANAGEMENT AND GENERAL EXPENSES 2,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,952. WHEELWRIGHT MUSEUM FOUNDATION PO BOX 5153 SANTA FE NM 87502 850294127 ENDOWMENT FOR THE WHEELWRIGHT MUSEUM NM 501(C)(3) LINE 12B, II WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0