2024-05-16T19:33:00-05:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2023-01-01 910513034 HISTORICAL SOCIETY OF SEATTLE & KING COUNTY HIST 2063241126 PO BOX 80816 SEATTLE WA 98108 LEONARD GARFIELD EXECUTIVE DIRECTOR 2063241126 2024-05-06 1 LEONARD GARFIELD 999009999 0 JACOB J DEHNE CPA P02534988 2066288990 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MUSEUM OF HISTORY & INDUSTRY LEONARD GARFIELD PO BOX 80816 SEATTLE WA 98108 18859620 0 X WWW.MOHAI.ORG X 1914 WA OPERATE MUSEUM OF HISTORY AND INDUSTRY AND PRESENT INNOVATIVE EDUCATIONAL PROGRAMS. 27 27 70 50 0 0 13530076 3612640 1173571 1133751 959901 1362628 54893 17411 15718441 6126430 0 0 0 0 3634648 4133327 0 24855 772769 5075248 4025514 8709896 8183696 7008545 -2057266 66937048 67679790 395730 433836 66541318 67245954 X COLLECT AND PRESERVE THE DIVERSE HISTORY OF SEATTLE, THE PUGET SOUND REGION AND BEYOND. HIGHLIGHTING INNOVATION AND EDUCATION, MOHAI ENRICHES LIVES BY SHARING THE INDIVIDUAL AND COLLECTIVE STORIES OF OUR COMMUNITIES. 0 0 5946060 1133751 THE MUSEUM OF HISTORY & INDUSTRY (MOHAI) IS TREASURED LOCALLY AND RESPECTED NATIONALLY AS A VIBRANT RESOURCE WHERE HISTORY INSPIRES PEOPLE TO BE THEIR BEST, INDIVIDUALLY AND COLLECTIVELY. THE MUSEUM IS LOCATED IN LAKE UNION PARK, IN THE SOUTH LAKE UNION AREA OF SEATTLE, WASHINGTON.MOHAI IS THE LARGEST PRIVATE HERITAGE ORGANIZATION IN THE STATE OF WASHINGTON. BY COLLECTING AND PRESERVING ARTIFACTS AND STORIES OF THE PUGET SOUND REGION'S DIVERSE HISTORY, MOHAI HIGHLIGHTS THE REGION'S TRADITION OF INNOVATION AND IMAGINATION. THROUGH COMPELLING EXHIBITS, SCHOLARSHIP, EDUCATION, PUBLIC PROGRAMS, AND COMMUNITY ENGAGEMENT, MOHAI BRIDGES THE PAST, PRESENT, AND FUTURE. 2023 PROVED TO BE ONE OF THE STRONGEST YEARS IN MOHAI HISTORY, AS THE MUSEUM REBOUNDED FROM THE PANDEMIC, SET SUMMERTIME ATTANDANCE RECORDS, SAW THE RETURN OF ON-SITE SCHOOL GROUPS, DEVELOPED EXPANDED COMMUNITY PARTNERSHIPS, AND PRESENTED A SERIES OF HIGH-PROFILE EXHIBITS AND SPECIAL PROGRAMS. THROUGH BOTH DIGITAL AND IN PERSON PROGRAMS, MOHAI REACHED APPROXIMATELY 120,000 RESIDENTS, INCLUDING STUDENTS, PROGRAM ATTENDEES, EXHIBIT VISITORS, AND ONLINE PARTICIPANTS. OUR EXHIBITS INCLUDED NORTHWEST AND WEST COAST PREMIERS ON TOPICS THAT RANGED FROM THE RENAISSANCE TO THE DIGITAL AGE. OUR EXHIBITS INCLUDED THE PRESTIGIOUS NEDDY AWARDS IN VISUAL ARTS AND THE MAJOR LEAGUE ALL-STAR DISPLAY IN CONJUNCTION WITH THE 2023 MLB ALL-STAR GAME IN SEATTLE. MOHAI'S OFFERINGS FOR YOUTH INCLUDE ON-SITE MUSEUM FIELD TRIPS, ARTIFACT TRUNK RENTALS, IN-CLASS PROGRAMS, TEACHER TRAININGS, AND ONLINE LESSON PLANS TO HELP TEACHERS INTRODUCE STUDENTS TO LOCAL HISTORY, AS WELL AS SUMMER CAMPS FOR KIDS. MOHAI'S OFFERINGS FOR ADULTS AND FAMILIES INCLUDE GUIDED PROGRAMS IN THE MUSEUM AND IN SEATTLE NEIGHBORHOODS, AS WELL AS LECTURES AND TALKS ON LOCAL HISTORY, AND SEASONAL FESTIVITIES AND PROGRAMS IN THE MUSEUM'S LAKESIDE SETTING IN LAKE UNION PARK. VISITORS TO LAKE UNION PARK ARE WELCOMED FREE OF CHARGE TO MOHAI'S RESTROOMS, CAF, AND RETAIL SHOP THROUGHOUT THE YEAR.MOHAI MAINTAINED A ROBUST PUBLIC COMMUNICATION PROGRAM THROUGHOUT 2023, INCLUDING THE MUSEUM WEBSITE (MOHAI.ORG), THE MUSEUM'S FACEBOOK (24,000 FOLLOWERS) AND INSTAGRAM (14,000) SOCIAL SITES, TWITTER (16,000 FOLLOWERS), LINKEDIN (2,000 FOLLOWERS) AND YOUTUBE CHANNEL (1,300 SUBSCRIBERS).IN 2023, ATTENDANCE RETURNED TO PRE-PANDEMIC LEVELS WITH 78,000 VISITORS THROUGH THE DOORS, INCLUDING ATTENDEES OF SPECIAL EVENTS, LECTURES, AND MORE THAN 10,000 SCHOOL GROUP VISITORS. MOHAI ALSO CONTINUED OFF-SITE AND DIGITAL PROGRAMMING, WHICH REACHED NEARLY 5,000 PEOPLE WITH CLASSROOM RESOURCES, AND LIVE STREAMED LECTURES AND WORKSHOPS. 55% OF IN-PERSON MUSEUM ATTENDEES IN 2023 ENJOYED THE MUSEUM FREE OF CHARGE OR AT A DISCOUNTED RATE. THIS INCLUDES NEARLY 10,000 YOUTH AGED 14 AND UNDER WHO RECEIVE FREE ADMISSION EVERY DAY AT MOHAI, FREE ADMISSION THROUGH OUR MANY ACCESSIBILITY PROGRAMS, AS WELL AS ADMISSION DISCOUNTS FOR STUDENTS, SENIORS, AND MILITARY MEMBERS. OVER 7,000 PEOPLE CAME TO MOHAI IN 2023 THROUGH ONE OF OUR ADMISSION-ACCESSIBILITY PROGRAMS, LIKE TEENTIX, MUSEUMS FOR ALL, THE LIBRARY MUSEUM PASS PROGRAM, THE MOHAI ACCESS PASS, FREE FIRST THURSDAY, AND THE OPEN DOORS PROGRAM. 5946060 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 67 0 1 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X STEPHEN YAMAMOTO CFO 2063241126 PO BOX 80816 SEATTLE WA 98108 LEONARD GARFIELD EXECUTIVE DIRECTOR 40.00 0.50 X 196706 0 16150 STEPHEN YAMAMOTO DIRECTOR OF FINANCE 40.00 0.10 X 172783 0 15337 JACKIE DURBIN CHIEF ADVANCEMENT OFFICER 40.00 X 128737 0 14165 JIM BRINKMAN CONTROLLER 40.00 X 102330 0 12872 AMY ZIMERMAN DIRECTOR OF PEOPLE AND CULTURE 40.00 X 100791 0 12541 MIKE STANLEY PRESIDENT 3.00 X X 0 0 0 BEN STRALEY VICE PRESIDENT 3.00 X X 0 0 0 MAREN HIGBEE SECRETARY 3.00 X X 0 0 0 BOB MOSER TREASURER 3.00 X X 0 0 0 MARIA DENNY IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ROGER BASS TRUSTEE 1.00 X 0 0 0 HARALD BECKER TRUSTEE 1.00 X 0 0 0 JON BRIDGE TRUSTEE 1.00 X 0 0 0 PAULY CABELLON TRUSTEE 1.00 X 0 0 0 STEPH CHEUNG TRUSTEE 1.00 X 0 0 0 KATIE D'AMATO TRUSTEE 1.00 X 0 0 0 MAUREEN FRISCH TRUSTEE 1.00 0.10 X 0 0 0 RED GODFREY TRUSTEE 1.00 X 0 0 0 JOHN HOGAN TRUSTEE 1.00 X 0 0 0 FRANK IMMEL TRUSTEE 1.00 X 0 0 0 CHARLES JOHNSON TRUSTEE 1.00 X 0 0 0 WARREN KING GEORGE TRUSTEE 1.00 X 0 0 0 MARK KOTZER TRUSTEE 1.00 X 0 0 0 HILARY LANEY TRUSTEE 1.00 X 0 0 0 ANA PINTO DA SILVA TRUSTEE 1.00 X 0 0 0 LAWRENCE PITRE TRUSTEE 1.00 X 0 0 0 BETH RUTHERFORD TRUSTEE 1.00 X 0 0 0 RACHEL SHREWSBURY TRUSTEE 1.00 X 0 0 0 MIKE SINNETT TRUSTEE 1.00 X 0 0 0 CHRIS VOORHEES TRUSTEE 1.00 X 0 0 0 JEFF WOLFORD TRUSTEE 1.00 X 0 0 0 CURTIS WONG TRUSTEE 1.00 X 0 0 0 STEPHANIE JOHNSON-TOLIVER EX OFFICIO 1.00 X 0 0 0 JOHN WATERHOUSE EX OFFICIO 1.00 X 0 0 0 701347 0 71065 5 0 1 0 0 189166 725065 600000 409290 1689119 37895 3612640 ADMISSIONS 900099 666165 666165 GALLERY RENTALS 532000 315457 315457 EDUCATION AND PUBLIC PROGRAMS 611600 58892 58892 PHOTOGRAPHY SALES 900099 49658 49658 CATERING INCOME 531390 43579 43579 1133751 952247 952247 12933121 10850 12533590 0 399531 10850 410381 410381 94744 725065 138580 -43836 -43836 122207 61020 61187 61187 CURATORIAL PROJECTS 900099 60 60 60 6126430 1133751 0 1380039 X 400976 400976 2986419 2327625 359010 299784 71687 63556 2389 5742 389691 306515 55483 27693 284554 202503 57032 25019 4121 4121 41601 41601 24855 24855 42050 42050 1039880 791892 51913 196075 207379 207072 307 88765 76184 4234 8347 779106 675177 53379 50550 70308 10639 57550 2119 1289065 1126381 68423 94261 154362 112085 31380 10897 EXHIBIT COSTS 118757 118757 PRINTING AND PUBLICATIO 84882 73986 10896 BOOKS, SUBSCRIPTIONS, A 29751 9999 18343 1409 POSTAGE AND SHIPPING 15645 7644 6826 1175 59842 43117 3085 13640 8183696 5946060 1464867 772769 318730 492780 656574 256478 71440 123874 9536 73079 44971 40885 233313 288722 60739739 30437451 31416278 30302288 27403417 28737694 6782789 7363990 66937048 67679790 327131 347835 68599 86001 395730 433836 X 45252718 21858413 21288600 45387541 66541318 67245954 66937048 67679790 X -2057266 1845218 916684 X 0 1 X 1 0 X 2880647 2948121 4150253 13530076 3612640 27121737 2880647 2948121 4150253 13530076 3612640 27121737 11594725 15527012 437999 388234 460902 518868 952247 2758250 -28660 -28660 96000 61763 450 6600 60 164873 30016200 5406504 0.51730 0.54490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 12266497 2048869 600000 20498 13694868 15427773 -2543515 600000 17761 12266497 14221831 1822372 600000 16430 15427773 12946057 1890286 600000 14512 14221831 11162793 2347639 550000 14375 12946057 0.85480 0.14520 0.00000 0 1 1 2391198 2391198 40552203 12966035 27586168 1989509 1751828 237681 15806829 15719588 87241 30302288 BENEFICIAL INTEREST IN PERPETUAL TRUST, PERMANENTLY RESTRICTED 7363990 7363990 X 8203441 1845218 273843 2119061 6084380 42050 42050 6126430 8341246 199600 199600 8141646 42050 42050 8183696 PART III, LINE 1A: THE MUSEUM'S PERMANENT COLLECTION OF ARTIFACTS INCLUDES TEXTILES, FURNITURE AND OTHER DECORATIVE ARTS, FINE ART, TOOLS AND EQUIPMENT, PHOTOGRAPHS AND OTHER ARCHIVAL MATERIAL, AND OTHER OBJECTS SIGNIFICANT TO THE HISTORY OF SEATTLE, KING COUNTY AND THE PUGET SOUND REGION. PERHAPS THE MOST SIGNIFICANT COLLECTION IS THE MUSEUM'S PHOTOGRAPHIC ARCHIVE, RANGING FROM THE MID-19TH CENTURY TO THE PRESENT DAY, AND INCLUDING SUCH SIGNIFICANT HOLDINGS AS THE ENTIRE COLLECTION OF THE SEATTLE PI NEWSPAPER PHOTOS. THE MUSEUM MAINTAINS POLICIES AND PROCEDURES ADDRESSING UPKEEP OF THE COLLECTION AS WELL AS OTHER ASPECTS OF ITS MANAGEMENT INCLUDING ACCESSION/DEACCESSION POLICIES. PROCEEDS FROM THE SALES OF COLLECTIONS ARE USED FOR DIRECT CARE, MAINTENANCE, AND PURCHASE OF COLLECTION ITEMS. THE COST OF COLLECTIONS PURCHASED BY THE MUSEUM IS CHARGED TO EXPENSE IN THE YEAR PURCHASED AND DONATED COLLECTION ITEMS ARE NOT RECORDED. THE TOTAL VALUE OF THE MUSEUM'S COLLECTIONS CANNOT BE DETERMINED AND IS THEREFORE NOT REFLECTED IN THE MUSEUM'S FINANCIAL STATEMENTS. PART III, LINE 4: THE MUSEUM'S COLLECTIONS FOCUS ON THE HISTORY OF SEATTLE AND THE CENTRAL PUGET SOUND REGION. ITEMS IN THE COLLECTIONS ARE USED FOR EXHIBITS, RESEARCH, EDUCATION PROGRAMS AND PRESERVATION FOR THE FUTURE. PART V, LINE 4: ENDOWMENT FUNDS ARE MANAGED TO GENERATE ANNUAL INVESTMENT EARNINGS TO SUPPORT THE OPERATION AND ACTIVITIES OF THE MUSEUM. THE MAJORITY OF ENDOWMENT FUNDS ARE HELD AND MANAGED BY THE MOHAI FOUNDATION, A SEPARATE BUT RELATED 501(C)(3) ORGANIZATION. THE MUSEUM ACCEPTS CONTRIBUTIONS FOR THE ENDOWMENT AND TRANSFERS THEM TO THE MOHAI FOUNDATION. PART X, LINE 2: THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS FOR OPEN TAX YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 916,684. SPECIAL EVENT EXPENSES 138,580. NET LOSS FROM HTC ENTITIES -842,441. COST OF GOODS SOLD 61,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 138,580. COST OF GOODS SOLD 61,020. X X X X X X 1 GFS EVENTS 26325 SE 31ST ST SAMMAMISH WA 98075 CONSULTING FOR HISTORY MAKERS 0 764684 24855 739829 764684 24855 739829 HISTORY MAKERS EVENT 764684 678865 85819 4037 26317 52647 18894 12234 INNOVATION EVENT 55125 46200 8925 8265 6531 2000 7655 819809 725065 94744 4037 34582 59178 20894 19889 138580 -43836 X X X 0 0 0 0 0 0 0 0 0 LEONARD GARFIELD EXECUTIVE DIRECTOR 196706 0 0 0 0 0 6885 0 9265 0 212856 0 0 0 STEPHEN YAMAMOTO DIRECTOR OF FINANCE 172783 0 0 0 0 0 6072 0 9265 0 188120 0 0 0 PART I, LINE 3 THE MUSEUM HAS AN EXECUTIVE COMMITTEE THAT DETERMINES COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR. THE PROCESS INCLUDES PERIODIC REVIEW OF COMPARABLE DATA FOR OTHER LOCAL NONPROFIT ORGANIZATIONS. X 3 14370 FMV X 168 NOT RECORDED X AUCTION ITEMS 19 23525 FMV 0 1 0 PART I, LINE 33: THE MUSEUM ACCEPTS CONTRIBUTIONS OF HISTORICAL ARTIFACTS WHICH ARE ADDED TO ITS COLLECTION. THE MUSEUM DOES NOT ASSIGN A VALUE TO SUCH ARTIFACTS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS EMAILED TO THE BOARD AND THE OFFICERS OF THE MUSEUM REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY AND QUESTIONNAIRE ARE DISTRIBUTED AT THE BOARD'S ANNUAL MEETING AND SIGNED FORMS ARE TALLIED BY THE BOARD LIASON. THE STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM HAS AN EXECUTIVE COMMITTEE THAT DETERMINES COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR. THE PROCESS INCLUDES PERIODIC REVIEW OF COMPARABLE DATA FOR OTHER LOCAL NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 791,892. MANAGEMENT AND GENERAL EXPENSES 51,913. FUNDRAISING EXPENSES 196,075. TOTAL EXPENSES 1,039,880. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 916,684. MOHAI LEASING LLC 5933 6TH AVE S SEATTLE WA 98108 274710927 RENOVATE ARMORY BUILDING FOR HISTORIC TAX CREDIT WA -842441 18394441 MOHAI FOUNDATION PO BOX 80816 SEATTLE WA 98108 911505627 MANAGE MOHAI ENDOWMENT WA 501(C)(3) LINE 12A, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MOHAI FOUNDATION C 600000 OPERATING GRANT TO MUSEUM