Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MITCHELL MUSEUM OF THE AMERICAN INDIAN
Employer identification number
20-0679235
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
123,025
112,387
147,155
157,801
154,572
694,940
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
83,904
83,904
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
123,025
112,387
147,155
157,801
238,476
778,844
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
778,844
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
123,025
112,387
147,155
157,801
238,476
778,844
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
123,025
112,387
147,155
157,801
238,476
778,844
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
100.000 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
100.000 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
0 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
MITCHELL MUSEUM OF THE AMERICAN INDIAN
Employer identification number
20-0679235
Identifier
Return Reference
Explanation
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
DISPLAYS TEMPORARY AND PERMANENT EXHIBITIONS ON NATIVE AMERICAN ART, CULTURE AND HISTORY FOR VISITORS TO EXPLORE AND LEARN. THE MUSEUM UTILIZES ITS OWN COLLECTION AND PIECES ON LOAN FROM NATIONAL AND LOCAL ORGANIZATIONS, NATIVE AMERICAN ARTISTS, AND COLLECTORS. WE ARE FORTUNATE TO HAVE SEVERAL VOLUNTEERS, WHO ASSISTS STAFF IN THE CONSTRUCTION, MOUNT- MAKING AND INSTALLATION OF THE EXHIBITS. WHILE THIS IS THE CORE ACTIVITY OF THE MUSEUM THROUGH BUDGET CONSCIENCE INGENUITY THIS EXPENSE REMAINS LOW. TEMPORARY EXHIBITIONS CONTINUING IN 2012 -"THANKSGIVING MYTHS" ON GOING -"CAHOKIA: RECOVERING ARCHAEOLOGY" MARCH 2011 - JANUARY 2012 -"DECONSTRUCTING STEREOTYPES: TOP TEN TRUTHS" JUNE 2011 - MAY 13, 2012 NEW TEMPORARY EXHIBITS OPENED IN 2012 -"CARVING TRADITIONS" MODERN INUIT CARVINGS" JANUARY 7, 2012-DECEMBER 2012 -"CHANGING VIEWS OF AMERICAN INDIAN FINE ART" - JUNE 2013 -"DID YOU KNOW THEY'RE NATIVE II" - AUGUST 2012 - JULY 2013 -"WAR OF 1812; DEFENDING THIER HOMELANDS" - SEPTEMBER 15, 2012 - 2013 -"NEW TREASURES OF THE COLLECTION" - DECEMBER 15,2012 - 2013 ONGOING EXHIBITS: -"A REGIONAL TOUR OF AMERICAN INDIAN CULTURES". THE PERMANENT EXHIBIT CONTINUES TO ENGAGE AUDIENCES WITH BEAUTIFUL EXAMPLES OF MATERIAL CULTURES FROM FIVE DISTINCT REGIONS ACROSS THE U.S. AND CANADA. -"TEACHING LODGE AND WIGWAM" -"THE PHOTOGRAPHS OF EDWARD S. CURTIS"
SECOND ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4B
INUIT GUT SKIN PARKA FROM WESTERN ALASKA MADE OF WALRUS INTESTINE, A BIRCH BARK CANOE MADE IN ONTARIO IN THE 1960'S BY AN UNNAMED ALGONQUIN ARTIST, AND A RARE ANCIENT BOWL FROM THE ANASAZI CIVILIZATION DATED 1100-1250AD. THE MUSEUM PRIDES ITSELF IN THE DIVERSITY OF ITS COLLECTION WHICH REPRESENTS AMERICAN INDIAN REGIONAL CULTURES OF THE WOODLANDS, GREAT LAKES, PLAINS, SOUTHWEST, NORTHWEST COAST, ARTIC, AND SUB-ARTIC REGIONS OF THE UNITED STATES AND CANADA. 2012 EXPENSES INCLUDE COLLECTIONS INSURANCE, STAFF TIME TO PROCESS, DOCUMENT, INVENTORY AND RE-HOUSE THE COLLECTION, RE-HOUSING EXPENSES, AND THE PURCHASE OF SHELVING UNITS.
THIRD ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4C
MATERIALS ARE POSTED ON OUR WEBSITE AND AVAILABLE TO ALL USERS FREE OF CHARGE. THE MUSEUM ALSO OFFERS TEACHERS LOAN BOXES CONTAINING REFERENCE MATERIALS AND HANDS-ON NATIVE AMERICAN OBJECTS AND REPRODUCTIONS TO BRING THE MUSEUM EXPERIENCE TO THEIR CLASSROOMS. WITH ALL OF THESE PROGRAMS PLUS EXCEPTIONAL SPEAKERS AND PRESENTERS, THE MITCHELL MUSEUM IS A BUSTLING CENTER FOR LEARNING AND CULTURAL EXPERIENCES. MOST PROGRAMS ARE FREE WITH MUSEUM ADMISSION AND CONSEQUENTLY DO NOT GENERATE A SIGNIFICANT REVENUE.
ALL OTHER ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4D
THE MITCHELL MUSEUM SHOP SELLS ITEMS DIRECTLY FROM AMERICAN INDIAN ARTISTS AND APPROVED VENDORS, MANY NATIVE AMERICAN OWNED BUSINESS. AS A MEMBER OF THE INDIAN ARTS & CRAFTS ASSOCIATION WE SELL ONLY AUTHENTIC ITEMS IN THE STORE FOLLOWING OUR MISSION TO PROMOTE AND SHARE A DEEPER UNDERSTANDING OF THE NATIVE AMERICAN PEOPLE THROUGH THEIR TRADITIONAL AND CONTEMPORARY ART AND MATERIAL CULTURE. BY BUYING HAND-MADE JEWELRY, BASKETS OR BOOKS ON NATIVE CULTURES, VISITORS CAN TAKE HOME AND SHARE AMERICAN INDIAN ART AND CULTURE BEYOND THE MUSEUM'S WALLS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
THE FORM 990 IS E-MAILED TO OUR BOARD OF DIRECTORS AND DISCUSSED BY THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE BEFORE BEING PRESENTED AT THE BOARD MEETING AND ACCEPTED BY OUR BOARD OF DIRECTORS.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
THE MITCHELL MUSEUM MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH THE BOARD'S GOVERNANCE COMMITTEE. EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY ANNUALLY.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
THE BOARD OF DIRECTORS PERSONNEL COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
THE EXECUTIVE DIRECTOR ANNUALLY REVIEWS ALL EMPLOYEES COMPENSATION, WHICH IS THEN PRESENTED TO AND APPROVED BY THE BOARD OF DIRECTORS PERSONNEL COMMITTEE. NO COMPENSATION IS GIVEN TO THE BOARD OF DIRECTOR'S.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE MITCHELL MUSEUM MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST TO THE BOARD OR MUSEUM'S EXECUTIVE DIRECTOR. WE WILL EITHER EMAIL OR MAIL THE INFORMATION AS APPROPRIATE. SOME OF THE INFORMATION IS MAILED TO MAJOR DONORS AND SUPPORT ORGANIZATIONS IN THE ANNUAL REPORT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.