2025-11-24T15:19:46-06:00 2025-06-30 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2024-07-01 611378343 OWSLEY BROWN FRAZIER HISTORICAL ARMS MUSEUM FOUNDATION INC OWSL 5027532280 829 WEST MAIN STREET LOUISVILLE KY 40202 ANDREW TREINEN PRESIDENT/CEO 5027532280 2025-11-20 1 1 TRAVIS C FRICK P01728213 5025830248 2024 2025-03-06 01:10:19Z FRAZIER HISTORY MUSEUM ANDREW TREINEN 829 WEST MAIN STREET LOUISVILLE KY 40202 8999759 0 X WWW.FRAZIERMUSEUM.ORG X 2000 KY TO IGNITE THE HUMAN SPIRIT WITH THOUGHTFULLY CRAFTED STORIES TO SPARK CURIOSITY ABOUT WHO WE ARE AND OUR CONNECTION TO THE FUTURE. WE TELL STORIES THROUGH EXHIBITIONS, EDUCATIONAL FIELD TRIPS AND CAMPS, PROGRAMS, EVENTS, TOURS, TASTINGS, AND OUR VIRTUAL FRAZIER MAGAZINE. 24 24 81 50 -213860 0 971082 1192610 1496181 1273241 1045887 1537594 868704 291460 4381854 4294905 0 0 0 0 2155328 2480846 0 0 255456 2756581 2388514 4911909 4869360 -530055 -574455 36953241 37202110 7687874 6833384 29265367 30368726 X TO IGNITE THE HUMAN SPIRIT WITH THOUGHTFULLY CRAFTED STORIES TO SPARK CURIOSITY ABOUT WHO WE ARE AND OUR CONNECTION TO THE FUTURE. 0 0 3571165 1548918 EXHIBITION, PROJECTS & COLLECTION ITEMS:THE PERMANENT EXHIBITS OF THE MUSEUM SHOWCASE ARTIFACTS MADE BETWEEN THE 16TH AND 20TH CENTURIES WHICH INCLUDE THEMES OF THE REVOLUTIONARY WAR, WESTWARD EXPANSION AND THE CIVIL WAR TO NAME A FEW. SEVERAL OF OUR FEATURED EXHIBITS INCLUDE THE BLOEDNER MONUMENT, PRESIDENT THEODORE ROOSEVELT'S "BIG STICK AND THE FAMILY BIBLE OF DANIEL BOONE. THE TEMPORARY EXHIBITIONS AND PROJECTS ENHANCE THE VISITOR'S MUSEUM EXPERIENCE BY THE "AWE" FACTOR AND "BLOCKBUSTER" EFFECT. THE ORGANIZATION'S COLLECTION IS MADE UP OF HISTORICAL ARTIFACTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAMS. ITEMS ARE CATALOGUED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE MUSEUM MAINTAINS THE PRESERVATION, DISPLAY AND SAFE-KEEPING OF A VAST COLLECTION OF HISTORIC ARTIFACTS. TIMELY REVIEW, PREPARATION, AND PRESERVATION ARE PUT INTO THE HISTORIC COLLECTION AND OTHER OBJECTS THAT ARE UNDER CONSIDERATION FOR ADDING TO THE MUSEUM'S COLLECTION, WHICH AT TIMES CAN BE COSTLY, IN ORDER TO BUILD AN AUTHENTIC AND NOTEWORTHY HISTORICAL COLLECTION. 552623 309943 EDUCATION:THE MUSEUM FEATURES GREAT EDUCATIONAL PROGRAMMING, LIVE PERFORMANCES BY COSTUMED INTERPRETERS, RE-ENACTMENTS, HANDS-ON INTERACTIVE MULTIMEDIA PRESENTATIONS, AND A 48-SEAT MOVIE THEATER. THE MUSEUM HAS EDUCATIONAL PROGRAMMING FOR ALL AGES. SCHOOL GROUPS, CIVIC ORGANIZATIONS AND FAMILIES ALL VISIT THE MUSEUM TO RECONNECT WITH THE PAST AND TO GAIN A DEEPER UNDERSTANDING OF HISTORY. THE MUSEUM HAS FACILITIES FOR SPECIAL EVENTS AND CULTURAL PROGRAMMING. 4123788 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 81 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X JUDY HEARE 5024122040 829 W MAIN STREET LOUISVILLE KY 40202 J MCCAULEY BROWN CHAIR 15.00 X X 0 0 0 KEVIN BORLAND VICE CHAIR 4.00 X X 0 0 0 PAMELA THOMPSON TREASURER 4.00 X X 0 0 0 CHARLES W STEWART SECRETARY 4.00 X X 0 0 0 JOHN MCCALL LEGAL COUNSEL 4.00 X X 0 0 0 DEB MURPHY DIRECTOR 4.00 X 0 0 0 TODD SPENCER DIRECTOR 4.00 X 0 0 0 WALTER CRUTCHER DIRECTOR 4.00 X 0 0 0 MARK DORSEY DIRECTOR 4.00 X 0 0 0 BRUCE FARRER DIRECTOR 4.00 X 0 0 0 CLARENCE GLOVER DIRECTOR 4.00 X 0 0 0 CORDT HUNEKE DIRECTOR 4.00 X 0 0 0 ANNE JEWELL DIRECTOR 4.00 X 0 0 0 LAWRENCE LOWE DIRECTOR 4.00 X 0 0 0 JOSEPH J MAGLIOCCO DIRECTOR 4.00 X 0 0 0 MATT MCCALL DIRECTOR 4.00 X 0 0 0 PENELOPE PEAVLER DIRECTOR 4.00 X 0 0 0 SHARON POTTER DIRECTOR 4.00 X 0 0 0 MARK PRESTON DIRECTOR 4.00 X 0 0 0 JOHN RECEVEUR DIRECTOR 4.00 X 0 0 0 KERRY M STEMLER DIRECTOR 4.00 X 0 0 0 VICKIE YATES BROWN GLISSON DIRECTOR 4.00 X 0 0 0 AMELIA FRAZIER THEOBALD DIRECTOR 4.00 X 0 0 0 CORY SKOLNICK DIRECTOR 4.00 X 0 0 0 ANDREW TRIENEN PRESIDENT & CEO 60.00 X 174926 0 0 RACHELL PLATT DIRECTOR OF COMMUNITY ENGA 45.00 X 118290 0 0 MEREDITH A JOHNSON VICE PRESIDENT OF OPERATIONS 40.00 X 105570 0 0 398786 0 0 3 0 1 0 0 55994 359593 777023 30918 1192610 CURATORIAL INCOME 900099 655417 655417 ADMISSIONS INCOME 900099 408398 408398 OUTREACH INCOME 900099 209426 209426 1273241 480022 480022 571531 785391 -213860 -213860 -213860 4512897 3439993 15332 1072904 -15332 1057572 1057572 78791 359593 159091 -80300 -80300 603153 305047 298106 298106 PARKING LOT REVENUE 900099 221353 221353 OTHER INCOME 900099 66161 66161 287514 4294905 1858861 -213860 1457294 174926 152465 9464 12997 1912336 1666851 103487 141998 39870 32970 4181 2719 147811 130944 8884 7983 205903 178359 14656 12888 74117 44414 16383 13320 5021 2807 1822 392 23284 15629 6179 1476 123749 69191 44908 9650 261865 221491 34981 5393 25182 19888 4566 728 273878 153116 99403 21359 1046692 993015 53677 105730 64367 34042 7321 MISCELLANEOUS EXPENSE 238230 176827 44250 17153 MAINTENANCE EXPENSE 84534 80199 4335 SUPPLIES 51662 46960 4623 79 TAXES & LICENSES 47723 47448 275 26847 26847 4869360 4123788 490116 255456 419329 398835 3000 6950 328578 236238 148555 144865 55378 29246 36645564 21371327 16582649 15274237 19080961 21111739 334791 36953241 37202110 360473 325632 327401 257752 7000000 6250000 7687874 6833384 X 10725346 9933331 18540021 20435395 29265367 30368726 36953241 37202110 -574455 1677814 0 X X 0 1 X 1 0 X 1116163 2397197 585752 1770436 1192610 7062158 1116163 2397197 585752 1770436 1192610 7062158 95310 6966848 394147 424976 369269 431674 480022 2100088 832617 331087 290902 212894 287514 1955014 11117260 0.62670 0.54160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 18683181 3216842 1080122 20819901 16452280 663141 2604376 766616 270000 18683181 16193278 1976032 1717030 16452280 20075977 90000 -2172699 1800000 16193278 19976512 5449465 5350000 20075977 0.03969 0.87272 0.08759 0 0 440482 440482 34588761 20026543 14562218 124409 117642 6767 824799 684220 140579 667113 542922 124191 15274237 X 7222248 1677814 1249529 2927343 4294905 0 4294905 6118889 1249529 1249529 4869360 0 4869360 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND OPERATES AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 785,391. FUNDRAISING EVENT EXPENSES 159,091. COST OF GOODS SOLD 305,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 785,391. FUNDRAISING EVENT EXPENSES 159,091. COST OF GOODS SOLD 305,047. PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE MADE UP OF HISTORICAL ARTIFACTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAMS. ITEMS ARE CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALE TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE MUSEUM RECEIVED NO DONATIONS OF COLLECTION ITEMS DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY, THE MUSEUM RECEIVED PROCEEDS FROM DEACCESSIONS IN THE AMOUNT OF $531,025 AND $70 WHICH WILL BE USED FOR THE PURCHASE OF NEW COLLECTION ITEMS OR THE CARE AND MAINTENANCE OF EXISTING COLLECTION ITEMS. THE VALUE OF THE COLLECTION IS INDETERMINABLE AS OF JUNE 30, 2024 AND 2023. PART III, LINE 4: THE ORGANIZATIONS COLLECTION IS MADE UP OF HISTORICAL ARTIFACTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAMS. ITEMS ARE CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT "CAPITALIZED." THE MUSEUM MAINTAINS THE PRESERVATION, DISPLAY AND SAFE-KEEPING OF A VAST COLLECTION OF HISTORIC ARTIFACTS. TIMELY REVIEW, PREPARATION, AND PRESERVATION ARE PUT INTO THE HISTORIC COLLECTION AND OTHER OBJECTS THAT ARE UNDER CONSIDERATION FOR ADDING TO THE MUSEUM'S COLLECTION, WHICH AT TIMES CAN BE COSTLY, IN ORDER TO BUILD AN AUTHENTIC AND NOTEWORTHY HISTORICAL COLLECTION. PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT MUSEUM OPERATIONS AND EDUCATIONAL PROGRAMS. PART X, LINE 2: FRAZIER HISTORY MUSEUM (THE MUSEUM) QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND OPERATES AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GALA AND AUCTION 359593 359593 137642 BOURBON TASTING 78791 78791 21449 438384 359593 78791 159091 159091 -80300 X 0 0 0 0 0 0 0 0 0 ANDREW TRIENEN PRESIDENT & CEO 174926 0 0 0 0 0 0 0 0 0 174926 0 0 0 X FOOD, GOODS & SERVICES FOR EVENTS 6 30918 ESTIMATED FAIR MARKE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 AND THEN PROVIDES A COPY TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ADHERE TO THE CONFLICT OF INTEREST POLICY AND EVERY YEAR MUST COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR SITUATIONS THAT MAY RESULT IN A CONFLICT OF INTEREST. PRIOR TO BOARD OR COMMITTEE ACTION INVOLVING A CONFLICT OF INTEREST A MEMBER WITH POTENTIAL CONFLICT SHALL DISCLOSE ALL MATERIAL FACTS RELATED TO THE CONFLICT. THESE FACTS ARE TO BE DISCLOSED IN THE MINUTES. SUCH PERSONS WITH CONFLICTS OF INTEREST ARE NOT PERMITTED TO VOTE ON THE ISSUE OR TO BE PRESENT DURING DISCUSSIONS. THE CHAIR OR CHAIR DESIGNEE SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST SUBJECT TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A SAMPLING OF THE REGION'S MUSEUM AND NON PROFITS FORM 990S HAS BEEN REVIEWED BY THE HUMAN RESOURCE DEPARTMENT TO ENSURE THAT EXECUTIVE COMPENSATION LEVELS FALL WITHIN THE APPROPRIATE RANGE. MANAGEMENT PRESENTS A RECOMMENDED SALARY INCREASE EACH YEAR TO THE FINANCE COMMITTEE FOR APPROVAL. ONCE THE FINANCE COMMITTEE HAS APPROVED THE ORGANIZATION'S OPERATING BUDGET (WHICH INCLUDES SALARY INCREASES AND EXECUTIVE COMPENSATION) IT GOES BEFORE THE BOARD OF DIRECTORS FOR PASSAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.