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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EVANSVILLE MUSEUM OF ARTS HISTORY AND SCIENCE INC
Employer identification number
35-0874517
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,863,409
1,924,659
1,473,403
2,731,989
1,067,195
9,060,655
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
1,863,409
1,924,659
1,473,403
2,731,989
1,067,195
9,060,655
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)..
2,308,689
6
Public support. Subtract line 5 from line 4.
6,751,966
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
1,863,409
1,924,659
1,473,403
2,731,989
1,067,195
9,060,655
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
76,475
67,511
78,637
92,213
77,610
392,446
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.)..
20,497
20,729
31,274
14,568
14,282
101,350
11
Total support (Add lines 7 through 10).
9,554,451
12
Gross receipts from related activities, etc. (see instructions)
..................
12
143,918
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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
70.670 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
65.830 %
16a
33 1/3% support test—2013.
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—2012.
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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
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......
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.
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.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
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.)..
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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
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) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EVANSVILLE MUSEUM OF ARTS HISTORY AND SCIENCE INC
Employer identification number
35-0874517
Return Reference
Explanation
FORM 990, PAGE 2, PART III, LINE 4D
OTHER MISCELLANEOUS PROGRAMS
FORM 990, PART VI
PART VI, LINE 1A DOES NOT AGREE TO THE NUMBER OF BOARD MEMBERS LISTED IN PART VII, AS NEW BOARD MEMBERS JOIN THE BOARD IN MAY OF EACH YEAR. EACH BOARD MEMBER WHO SERVED DURING THE YEAR IS LISTED ON PART VII, EVEN THOSE WHO WERE NO LONGER SERVING AT DECEMBER 31.
FORM 990, PAGE 6, PART VI, LINE 2
ALICE NUGENT JOHN NUGENT TRUSTEE TRUSTEE MARRIED
FORM 990, PAGE 6, PART VI, LINE 4
THE MUSEUM'S ARTICLES OF INCORPORATION WERE AMENDED AND RESTATED DURING 2013, TO CONFORM TO THE INDIANA NONPROFIT CORPORATION ACT. SIGNIFICANT CHANGES TO THE ARTICLES ARE AS FOLLOWS: 1. ADDED A PROVISION FOR THE DISTRIBUTION OF ASSETS UPON DISSOLUTION. 2. DELETED PROVISIONS REGARDING THE DEFINITIONS AND RIGHTS OF "MEMBERS", AS IT WAS DETERMINED THAT THE MUSEUM HAS NO MEMBERSHIP AS DEFINED UNDER INDIANA LAW. 3. REDUCED THE REQUIRED NUMBER OF DIRECTORS FROM 30 TO 3. 4. ADDED A PROVISION ENABLING FUTURE AMENDMENT OF THE ARTICLES. AT THE SAME TIME, THE BYLAWS OF THE MUSEUM WERE AMENDED TO REFLECT THE CHANGES TO THE ARTICLES OF INCORPORATION. SIGNIFICANT CHANGES TO THE BYLAWS ARE AS FOLLOWS: 1. ADDED A NEW DEFINITION OF "MEMBERS" WHEREBY IT IS SPECIFIED THAT DONORS ARE NOT MEMBERS OF THE CORPORATION AS DEFINED BY INDIANA LAW. 2. ASSIGNED GOVERNANCE OF THE CLASSES OF MEMBERS, AND THEIR RIGHTS AND PRIVILEGES, TO THE BOARD OF TRUSTEES. 3. CHANGED THE PROCEDURES FOR ELECTION OF BOARD MEMBERS. 4. CHANGED THE QUORUM OF THE BOARD AND THE PROVISIONS FOR ABSENTEE VOTING.
FORM 990, PAGE 6, PART VI, LINE 7A
ELECTED TRUSTEES ARE ELECTED BY A VOTE OF THE TRUSTEES AT EACH ANNUAL MEETING OF THE BOARD. ELECTED TRUSTEES SERVE A TERM OF THREE YEARS, OR UNTIL THEIR SUCCESSORS HAVE BEEN ELECTED. NO TRUSTEE ELECTED BY THE BOARD SHALL SERVE MORE THAN TWO CONSECUTIVE TERMS. APPOINTED TRUSTEES ARE APPOINTED BY A GOVERNMENTAL UNIT AS A CONDITION PRECEDENT TO THE APPROPRIATION OF FUNDS FOR THE BENEFIT OF THE MUSEUM. DESIGNATED TRUSTEES ARE INDIVIDUALS WHO SERVE AS OFFICERS OF THE MUSEUM, AS CHAIRMEN OF STANDING COMMITTEES OF THE MUSEUM, OR AS PRESIDING OFFICERS OF ANY AFFILIATES. ALL SUCH TRUSTEES SHALL BE ENTITLED TO CAST ONE VOTE ON MATTERS BROUGHT TO THE BOARD. TERMS BEGIN ON JUNE 1 AND END ON MAY 31.
FORM 990, PAGE 6, PART VI, LINE 11B
THE FORM 990 WAS MADE AVAILABLE TO THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE MEMBERS FOR REVIEW PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 15A
DURING 2013, THE POSITION OF EXECUTIVE DIRECTOR WAS VACANT. THE CURATOR SERVED AS INTERIM DIRECTOR FOR 2013, AND RECEIVED AN ADDITION TO HER REGULAR SALARY AS COMPENSATION FOR HER INCREASED RESPONSIBILITIES. THE APPOINTMENT AND COMPENSATION WERE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 19
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. .
FORM 990, PART XI, LINE 9
CHANGE IN VALUE-BENEFICIAL INTEREST IN PERPETUAL TRUSTS 748,357 COST OF SALES NETTED AGAINST GROSS SALES PER 990 106,218 COST OF SALES NETTED AGAINST GROSS SALES PER 990 -106,218
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.