2025-02-07T09:40:00-06:00 2023-06-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2022-07-01 751107061 FORT WORTH ART ASSOCIATION FORT 8177389215 3200 DARNELL STREET FORT WORTH TX 76107 RAFAEL GARZA PRESIDENT 8177389215 2025-01-30 1 1 EMILY LANDRY P01614538 8172599100 2022 2025-03-06 01:10:19Z X RAFAEL GARZA 3200 DARNELL STREET FORT WORTH TX 76107 19103937 0 X WWW.THEMODERN.ORG X 1961 TX THE FORT WORTH ART ASSOCATION, A TEXAS NON-PROFIT CORPORATION, WAS ESTABLISHED TO ACQUIRE A COLLECTION OF WORKS OF MODERN ART OF THE HIGHEST QUALITY AND TO PROMULGATE AND MAINTAIN A PROGRAM OF ART ACTIVITIES AND ART EDUCATION IN FORT WORTH, TEXAS, FOR PUBLIC USE AND BENEFIT. THE ASSOCIATION STRIVES TO PROVIDE EDUCATIONAL ENJOYMENT IN MODERN ART, TO PRESERVE THE ART HOLDINGS OF THE ASSOCIATION AND TO CREATE PUBLIC APPRECIATION FOR SUCH ART BY ITS APPROPRIATE DISPLAY. 13 13 123 60 0 0 10875234 10458443 447284 486772 5144258 6766077 227282 791642 16694058 18502934 105000 90000 0 0 5968375 6826313 0 0 0 6388556 9651920 12461931 16568233 4232127 1934701 70573501 75329173 160068 647927 70413433 74681246 X THE FORT WORTH ART ASSOCATION, A TEXAS NON-PROFIT CORPORATION, WAS ESTABLISHED TO ACQUIRE A COLLECTION OF WORKS OF MODERN ART OF THE HIGHEST QUALITY AND TO PROMULGATE AND MAINTAIN A PROGRAM OF ART ACTIVITIES AND ART EDUCATION IN FORT WORTH, TEXAS, FOR PUBLIC USE AND BENEFIT. THE ASSOCIATION STRIVES TO PROVIDE EDUCATIONAL ENJOYMENT IN MODERN ART, TO PRESERVE THE ART HOLDINGS OF THE ASSOCIATION AND TO CREATE PUBLIC APPRECIATION FOR SUCH ART BY ITS APPROPRIATE DISPLAY. 0 0 11743973 90000 1103651 THE FORT WORTH ART ASSOCIATION WAS ESTABLISHED TO ACQUIRE A COLLECTION OF WORKS OF MODERN ART OF THE HIGHEST QUALITY AND TO PROMULGATE AND MAINTAIN A PROGRAM OF ART ACTIVITIES AND ART EDUCATION IN FORT WORTH, TEXAS, FOR PUBLIC USE AND BENEFIT. 11743973 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 119 0 1 123 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOANETTE GARWOOD 8177389215 3200 DARNELL STREET FORT WORTH TX 76107 ROZANNE ROSENTHAL DIRECTOR 0.10 X 0 0 0 TERRY MONTESI DIRECTOR 0.10 X 0 0 0 SUZY WILLIAMS DIRECTOR 0.10 X 0 0 0 SUZANNE LEVY DIRECTOR 0.10 X 0 0 0 STUART SCHULTZ DIRECTOR 0.10 X 0 0 0 STACIE MCDAVID DIRECTOR 0.10 X 0 0 0 SALLY EHRHART DIRECTOR 0.10 X 0 0 0 POLLARD ROGERS SECRETARY 0.10 X X 0 0 0 ROBIN BUMSTEAD DIRECTOR 0.10 X 0 0 0 RAYMOND B KELLY III DIRECTOR 0.10 X 0 0 0 RANDALL HUDSON DIRECTOR 0.10 X 0 0 0 RAFAEL GARZA PRESIDENT 0.10 0.50 X X 0 0 0 MICHAEL CORMAN DIRECTOR 0.10 X 0 0 0 PAMELA CORBETT MURRIN EXECUTIVE COMMITTEE 0.10 X 0 0 0 MICHELLE BLAIR EXECUTIVE COMMITTEE 0.10 X 0 0 0 KIM DARDEN EXECUTIVE COMMITTEE 0.10 1.00 X 0 0 0 MICHAEL BORNITZ DIRECTOR 0.10 X 0 0 0 MEGAN BOSCHINI DIRECTOR 0.10 X 0 0 0 MARY RALPH LOWE DIRECTOR 0.10 X 0 0 0 MARSLAND MONCRIEF CHAIRMAN OF THE BOARD 0.10 1.00 X X 0 0 0 MARSHA KLEINHEINZ EXECUTIVE COMMITTEE 0.10 X 0 0 0 MARK THISTLETHWAITE DIRECTOR 0.10 X 0 0 0 MARCUS SNYDER TREASURER 0.10 1.00 X X 0 0 0 LEE TENNISON DIRECTOR 0.10 X 0 0 0 LEE M BASS EXECUTIVE COMMITTEE 0.10 X 0 0 0 L CHARLES WEATHERBY JR DIRECTOR 0.10 X 0 0 0 KIT MONCRIEF DIRECTOR 0.10 X 0 0 0 KIMBELL WYNNE DIRECTOR 0.10 X 0 0 0 MITZI DAVIS DIRECTOR 0.10 X 0 0 0 KAYDEE BAILEY DIRECTOR 0.10 X 0 0 0 WINDI GRIMES DIRECTOR 0.10 X 0 0 0 KATHLEEN HICKS DIRECTOR 0.10 X 0 0 0 MONK WHITE DIRECTOR 0.10 X 0 0 0 ALYCE JONES DIRECTOR 0.10 X 0 0 0 JULIE KLEBERG DIRECTOR 0.10 X 0 0 0 CHARLENE MARSH DIRECTOR 0.10 X 0 0 0 GEORGINA CONDREY DIRECTOR 0.10 X 0 0 0 GAIL GRANEK DIRECTOR 0.10 X 0 0 0 GAIL RAWL DIRECTOR 0.10 X 0 0 0 DANA KELLY DIRECTOR 0.10 X 0 0 0 SUSANNA GORSKI BARTOLOMEI DIRECTOR 0.10 X 0 0 0 HOWARD HALLAM DIRECTOR 0.10 X 0 0 0 GREG IBANEZ DIRECTOR 0.10 X 0 0 0 GUNNIE CORBETT DIRECTOR 0.10 X 0 0 0 J PATRICK COLLINS DIRECTOR 0.10 X 0 0 0 JANIE HARPER DIRECTOR 0.10 X 0 0 0 JAY SANDELIN DIRECTOR 0.10 X 0 0 0 JOE MINTON JR DIRECTOR 0.10 X 0 0 0 CORNELIA BLAKE EXECUTIVE COMMITTEE 0.10 X 0 0 0 BRUCE PETTY DIRECTOR 0.10 X 0 0 0 CARTER BOWDEN DIRECTOR 0.10 X 0 0 0 JONATHAN NEDRELOW DIRECTOR 0.10 X 0 0 0 CARLA THOMPSON DIRECTOR 0.10 X 0 0 0 JONATHAN MORRIS DIRECTOR 0.10 X 0 0 0 BOB GINSBURG DIRECTOR 0.10 X 0 0 0 BLAINE SMITH EXECUTIVE COMMITTEE 0.10 X 0 0 0 BETH GIDEON DIRECTOR 0.10 X 0 0 0 ASAD DEAN EXECUTIVE COMMITTEE 0.10 X 0 0 0 ANNE MARIE BRATTON EXECUTIVE COMMITTEE 0.10 X 0 0 0 ANN RYAN DIRECTOR 0.10 X 0 0 0 ANDREW BLAKE DIRECTOR 0.10 X 0 0 0 AMES FENDER DIRECTOR 0.10 X 0 0 0 AMAR TANNA DIRECTOR 0.10 0.50 X 0 0 0 ALLISON WAGNER DIRECTOR 0.10 X 0 0 0 JOHN FORESTNER DIRECTOR 0.10 X 0 0 0 KAY FORTSON DIRECTOR 0.10 X 0 0 0 ALBERT S KOMATSU DIRECTOR 0.10 X 0 0 0 ANDREA KARNES CHIEF CURATOR 35.00 X 191618 0 24229 JO GARWOOD CHIEF FINANCIAL OFFICER 35.00 X 298608 0 14252 MARLA PRICE MUSEUM DIRECTOR 35.00 X 628032 0 36748 PLEZ TRANSOU DIRECTOR OF SECURITY FIRE- 35.00 X 124996 0 23264 SCOTT GRANT FACILITIES MANAGER 35.00 X 107324 0 14543 TERRI THORNTON CURATOR OF EDUCATION (PARTIAL YEAR) 35.00 X 104685 0 7525 ANGELA TUCKER DIRECTOR OF HUMAN RESOURCE 35.00 X 120344 0 7163 BRENT MITCHELL HEAD OF EXHIBITION / COLLECTION 35.00 X 107382 0 15542 ASHLEY JENSEN CTO 35.00 X 115000 0 15170 1797989 0 158436 9 0 1 0 ELECTRO ACOUSTICS & VIDEO INC 685 JOHN B SIAS MEMORIAL HIGHWAY FORT WORTH TX 76134 INSTALLATION OF SOUND SYSTEM 317719 HUNTINGTON T BLOCK INS AGENCY 8314 INNOVATION WAY CHICAGO IL 60682 ART INSURANCE 290199 CHRISTMAS COMPANY 4455 CAMP BOWIE BOULEVARD SUITE 11 FORT WORTH TX 76107 TREE LIGHTING 274031 WOLFGANG PUCK CATERING PO BOX 416732 BOSTON MA 02241 CATERING AND EVENTS 251847 USSSERY PRINTING COMPANY INC 4201 AIRBORN DRIVE ADDISON TX 75001 PRINTING 140517 6 1070954 6936084 2451405 10458443 EXHIBITIONS 900099 461640 461640 ART EDUCATION 611610 25132 25132 486772 6766077 6766077 24404 24404 10025 0 10025 10025 10025 1217882 601003 616879 616879 MISCELLANEOUS 900099 140334 140334 140334 18502934 1103651 0 6940840 X 90000 90000 1246278 569288 676990 4535755 1650561 2885194 229085 87393 141692 425002 162134 262868 390193 148854 241339 5812 5812 68165 68165 91914 91914 374130 374130 1064 1064 835595 668476 167119 174363 174363 513478 410783 102695 539047 539047 ART AND LIBRARY ACCESSI 3285840 3285840 EXHIBITIONS 1731008 1731008 EQUIPMENT RENTAL & MAIN 900113 720091 180022 MEMBERSHIPS 617765 617765 513626 513176 450 16568233 11743973 4824260 0 4002088 1484808 1043390 7325874 44625 0 1005331 0 147230 238019 758264 1003422 8564176 6329634 2045587 2234542 57093581 59077407 0 255466 4433405 3709635 70573501 75329173 157037 643640 3031 4287 160068 647927 X 12187173 14349722 58226260 60331524 70413433 74681246 70573501 75329173 1934701 2333112 0 X X 0 1 X 1 0 X 10162012 7305003 9127077 10875234 10458443 47927769 10162012 7305003 9127077 10875234 10458443 47927769 29441870 18485899 4889324 4024618 3262896 5089293 6800506 24066637 148488 112109 8149 16682 140334 425762 72420168 5792955 0.25530 0.22000 X SCHEDULE A, PART II, LINE 17A NOTWITHSTANDING THAT THE PUBLIC SUPPORT PERCENTAGE INDICATED AT LINE 14 IS LESS THAN 33.33 PERCENT, FORT WORTH ART ASSOCIATION SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER SECTION 1.170A-9(E)(3) OF THE REGULATIONS. THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY FORT WORTH ART ASSOCIATION IS WELL IN EXCESS OF 10 PERCENT OF ITS TOTAL SUPPORT NORMALLY RECEIVED. FORT WORTH ART ASSOCIATION'S TOTAL SUPPORT INCLUDES ADDITIONAL SUPPORT FROM THE BURNETT FOUNDATION, A PRIVATE FOUNDATION. THIS SUPPORT IS NOT COUNTED IN ITS ENTIRETY IN THE NUMERATOR OF THE PUBLIC SUPPORT CALCULATION, WHICH EXPLAINS WHY THE ORGANIZATION DOES NOT MEET THE 33 PERCENT PUBLIC SUPPORT TEST. THIS SUPPORT CONTINUES TO FUND OPERATING DEFICITS OF THE FORT WORTH ART ASSOCIATION PRECIPITATED BY THE OPENING OF THE NEW FACILITY FOR THE MODERN ART MUSEUM OF FORT WORTH IN 2002. AS NOTED BELOW, PUBLIC SUPPORT HAS ALWAYS BEEN WELL ABOVE 10% AND WAS ABOVE 33 1/3% FROM 2003 TO 2005. YEAR ENDED JUNE 30, PUBLIC SUPPORT PERCENTAGE 2003, 35.83 2004, 38.47 2005, 35.45 2006, 29.56 2007, 32.05 2008, 27.61 2009, 28.59 2010, 29.41 2011, 25.82 2012, 25.71 2013, 24.42 2014, 25.47 2015, 29.09 2016, 28.50 2017, 27.62 2018, 22.41 2019, 21.68 2020, 18.61 2021, 21.98 FORT WORTH ART ASSOCIATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS AND SPONSORSHIPS. FORT WORTH ART ASSOCIATION HAS A SOPHISTICATED MEMBERSHIP PROGRAM WITH VARYING LEVELS OF MEMBERSHIP AND AN EMPLOYED MEMBERSHIP DEPARTMENT. FORT WORTH ART ASSOCIATION OPERATES THE MODERN ART MUSEUM OF FORT WORTH WHICH IS OPEN TO THE GENERAL PUBLIC. THE MODERN ART MUSEUM OF FORT WORTH MAINTAINS ONE OF THE FOREMOST COLLECTIONS OF POSTWAR ART IN THE CENTRAL UNITED STATES, CONSISTING OF MORE THAN 2,600 SIGNIFICANT WORKS OF MODERN AND CONTEMPORARY INTERNATIONAL ART. THE MODERN ART MUSEUM OF FORT WORTH MAINTAINS 53,000 SQUARE FEET OF GALLERY SPACE. THOUSANDS OF PERSONS VISIT THE MODERN ART MUSEUM OF FORT WORTH ANNUALLY. FURTHER, THE MODERN ART MUSEUM OF FORT WORTH HAS EDUCATIONAL PROGRAMS THAT APPEAL TO ADULTS, YOUTH, CHILDREN, AND EDUCATORS. THE COMPOSITION OF FORT WORTH ART ASSOCIATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS. SUCH PERSONS ARE DIVERSE IN AGE, AREAS OF EXPERTISE, PROFESSION, RACE, ETC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 58226260 111584 2015267 21154 3 60331954 66362173 96483 -8218524 13872 58226260 56038032 92072 10482069 250000 66362173 58836173 103856 -2168707 733290 56038032 56177290 135095 2722333 198545 58836173 0.00000 0.97921 0.02079 1 1 1 3145157 2447602 697555 5377652 3840665 1536987 41367 41367 0 2234542 LIBRARY COLLECTION 1 C ART COLLECTION 1 C BENJAMIN J. TILLAR TRUST 2212497 F GWEN TANDY ART TRUST 2297067 F BOMAR/NAIL TRUSTS 54567841 F 59077407 X PART III, LINE 1A: THE ART AND LIBRARY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ASSOCIATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS ART AND LIBRARY ACCESSIONS IN THE YEAR OF ACQUISITION. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES AND MUST BE USED ONLY TO ACQUIRE OTHER COLLECTION OBJECTS. PART III, LINE 4: THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF LITERARY AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART V, LINE 4: THE FRIENDS OF ART ENDOWMENT FUND - THIS FUND CONSISTS OF INVESTMENTS, THE INCOME FROM WHICH MAY ONLY BE USED TO ACQUIRE WORKS OF FINE ART. THE GENERAL OPERATIONS FUND - THIS FUND CONSISTS OF INVESTMENTS, A PORTION OF WHICH MAY BE USED SOLELY FOR THE OPERATIONS OF THE ASSOCIATION. THE ANNE MARION ENDOWMENT FUND - THIS FUND CONSISTS OF INVESTMENTS WHICH MAY BE USED AT THE SOLE DISCRETION OF ANNE MARION FOR THE BENEFIT OF THE MUSEUM. THE BURNETT FOUNDATION ENDOWMENT FUND - THIS FUND CONSISTS OF INVESTMENTS, THE INCOME FROM WHICH MAY BE USED TO ACQUIRE WORKS OF FINE ART AND FOR THE COMPENSATION OF CERTAIN ASSOCIATION STAFF. THE SID W. RICHARDSON FOUNDATION FUND - THIS FUND CONSISTS OF INVESTMENTS, THE INCOME FROM WHICH MAY BE USED FOR THE OPERATIONS OF THE ASSOCIATION AND/OR TO ACQUIRE WORKS OF FINE ART. THE PERRY AND NANCY LEE BASS ENDOWMENT FUND - THIS FUND CONSISTS OF INVESTMENTS WHICH MAY BE USED FOR THE CAPITAL MAINTENANCE AND REPLACEMENT OF THE BUILDING SYSTEMS OF THE MODERN ART MUSEUM BUILDING. THE GENERAL ACQUISITIONS FUND - THIS FUND CONSISTS OF INVESTMENTS, THE INCOME FROM WHICH MAY ONLY BE USED TO ACQUIRE WORKS OF FINE ART. PART X, LINE 2: THE ASSOCIATION AND THE MUSEUM ASSOCIATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AS ORGANIZATIONS OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION AND THE MUSEUM ASSOCIATION FILE A FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION. MANAGEMENT OF THE ASSOCIATION AND MUSEUM ASSOCIATION BELIEVE THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. 1 FORT WORTH MODERN ART MUSEUM ASSOCIATION 3200 DARNELL STREET FORT WORTH TX 76107 752307639 501(C)(3) 90000 0 GENERAL OPERATIONS 1 PART I, LINE 2: GRANTWRITER RECEIVES REPORTS FOR GRANTS APPROVED BY THE GOVERNING BODY. GRANTWRITER RELEASES GRANTS TO GRANTEE BASED ON THE STIPULATIONS OF THE GOVERNING BODY. X 1 0 X X X 0 0 0 0 0 0 0 0 0 MARLA PRICE MUSEUM DIRECTOR 499606 0 128426 0 0 0 27000 0 9748 0 664780 0 0 0 JO GARWOOD CHIEF FINANCIAL OFFICER 214239 0 84369 0 0 0 12853 0 1399 0 312860 0 0 0 ANDREA KARNES CHIEF CURATOR 191618 0 0 0 0 0 11496 0 12733 0 215847 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CORNELIA BLAKE AND ANDREW BLAKE HAVE A FAMILY RELATIONSHIP. PAMELA CORBETT MURRIN AND GUNNIE CORBETT HAVE A FAMILY RELATIONSHIP. MARSLAND MONCRIEF AND GEORGINA CONDREY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE MUSEUM DIRECTOR AND THE CFO REVIEW FORM 990 IN DETAIL PRIOR TO FILING. FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION AND OTHER TERMS OF EMPLOYMENT FOR TOP MANAGEMENT AND OTHER KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 AVAILABLE UPON REQUEST. PART IX, LINE 5 EXPLANATION THE ORIGINALLY FILED RETURN MISTAKENLY INCLUDED THE BONUS COMPENSATION FOR MARLA PRICE IN THE BASE COMPENSATION REPORTED ON PART VII AND SCHEDULE J, INFLATING THE BASE COMPENSATION BY THE BONUS TWICE. THE AMENDED RETURN CORRECTLY INCLUDES THE BONUS ONLY ONE TIME. PART XII, LINE 2C EXPLANATION FINANCIAL REPORTING OVERSIGHT THE GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL REPORTING PROCESS. FORT WORTH MODERN ART MUSEUM ASSOCIATION 3200 DARNELL STREET FORT WORTH TX 76107 752307639 OWNS THE PERSONAL RESIDENCE WHERE THE MUSEUM DIRECTOR LIVES. TX 501(C)(3) LINE 11, TYPE 1 FORT WORTH ART ASSOCIATION 1 MPA FOUNDATION 201 MAIN STREET FORT WORTH TX 76107 752654817 OWNS MUSEUM BUILDING AND PROVIDES CONTRIBUTIONS TO THE ORGANIZATION. TX 501(C)(3) LINE 11, TYPE III N/A 0 FORT WORTH ART ASSOCIATION ENDOWMENT FOUNDATION 3200 DARNELL STREET FORT WORTH TX 76107 454746777 PROVIDES CONTRIBUTIONS TO THE ORGANIZATION. TX 501(C)(3) LINE 11, TYPE 1 N/A 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 FORT WORTH MODERN ART MUSEUM ASSOCIATION B 90000 CASH FORT WORTH ART ASSOCIATION ENDOWMENT FOUNDATION C 6936084 CASH FORT WORTH ART ASSOCIATION ENDOWMENT FOUNDATION D 3470566 CASH