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The Heard Museum FY2020 filing

Tax-deductible

Phoenix, AZ501(c)(3)Since 1929Arts & Culture EIN 86-0107517Revenue $10.0M in FY2020

On file with the IRSheard.org2301 N Central Ave, 85004-1323 · Phoenix, AZTax-exempt since Jan 1936Publicly supported charity — 170(b)(1)(A)(vi)

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The Heard Museum connects indigenous creativity to the world by presenting the voice and vision of american indian artists.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$733K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $2.1M a year · 16% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$733K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Plus $7.4M in investments, Pt X · Ln 11–13
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $7K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.2M
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
37
of 37 voting members
Looks good: 37 of 37 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.0M
Spent
$9.0M
To programs
68%
Net assets
$24.6M
By yearFY2020–FY2025
Revenue
$10.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$10.0M
FY2021$14.1M
FY2022$11.6M
FY2023$10.8M
FY2024$10.7M
FY2025$23.2M
Expenses
$9.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$9.0M
FY2021$7.9M
FY2022$10.8M
FY2023$12.7M
FY2024$13.3M
FY2025$14.1M
Net assets
$24.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$24.6M
FY2021$32.1M
FY2022$31.5M
FY2023$30.7M
FY2024$30.2M
FY2025$39.6M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1936.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $6.1M Management & general 26% · $2.3M Fundraising 6% · $553K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

46 people listed on the 990; $733K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$264,124Pt VII · Sec A
$177,450Pt VII · Sec A
Robin Klung
CFO (left 04/20)
$146,063Pt VII · Sec A
Daniel Hagerty
Director Strategic Development
$145,276Pt VII · Sec A
Carol Ford
CFO (started 04/20)
$0Pt VII · Sec A
$0Pt VII · Sec A
John Lomax
Vice Chair
$0Pt VII · Sec A
Karen Abraham
Treasurer
$0Pt VII · Sec A

David Roche’s $415K as Director and CEO is at the 67th percentile of top reported officer pay among 749 $10–100M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Roche$415,011$373,327$373,275$305,676$307,787$264,124
John Bulla$271,419$250,942$227,802$200,978$204,134$177,450
Daniel Hagerty - Chief$215,270$195,162$172,265———
Robin Klung$195,316$101,221———$146,063
Daniel Hagerty———$149,533$162,307$145,276
Sean Omelas$118,897$100,520————
Diana Pardue$110,248——$112,908——
Kelly Gould$102,075—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Showcases and advances American Indian art, connecting it to broader cultural themes.

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Provided by the organization

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1 program · $6.1M · in their own filed words · FY2019
01

See schedule o.

$6.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Michael and Carmen Duffek Foundation INCFY2025$7K
Neusteter Foundation LimitedFY2025$100
Total grants receivedfrom 2 funders$7K
Grants paid · 2 grants · $13K · 2023–2024
Unitemized GrantFY2024$6,750
Unitemized GrantFY2023$6,500

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$10.0M
Ln 12
Gifts and grantsLn 1h$6.0M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$1.4M
Money outPt IX
$9.0M
Ln 25
Programscol B$6.1M
Managementcol C$2.3M
Fundraisingcol D$553K
Owns and owesPt X
$24.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$26.9M
LiabilitiesLn 26$2.2M
PeoplePt VI, VII
46
listed · VII A
PaidVII A4
Voting boardVI 1a37
IndependentVI 1b37
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.0M
Government grantsLn 1e$178K
Noncash giftsLn 1g$381K
Fundraising eventsLn 1c$288K
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$1.4M
Other incomeLn 4–11$1.2M
Gains on assetsLn 7$1.1M
Total revenueLn 12$10.0M
Assets in detailPt X, end of year
CashLn 1$1.0M
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$3.4M
InvestmentsLn 11–13$7.4M
Land, buildings, equipmentLn 10c$14.2M
Total assetsLn 16$26.9M
LiabilitiesLn 26$2.2M
Net assetsLn 32$24.6M
OperationsPt I, VI
EmployeesI 5130
VolunteersI 6400
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.6M$3.4M
InvestmentsLn 11–13$7.4M$7.4M
Land, buildings, equipmentLn 10c$15.5M$14.2M
Total assetsLn 16$26.7M$26.9M
LiabilitiesLn 26$2.2M$2.2M
Net assetsLn 32$24.5M$24.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$558K$183K$273K$102K
Other salaries and wagesLn 7$2.9M$2.1M$611K$221K
Other employee benefitsLn 9$286K$230K$42K$15K
Payroll taxesLn 10$241K$165K$54K$21K
Legal feesLn 11b$24K$24K
Accounting feesLn 11c$36K$36K
Investment management feesLn 11f$57K$57K
Other fees for servicesLn 11g$763K$540K$182K$40K
Advertising and promotionLn 12$427K$427K
Office expensesLn 13$457K$268K$159K$30K
Information technologyLn 14$133K$86K$29K$19K
OccupancyLn 16$576K$474K$87K$15K
TravelLn 17$22K$10K$11K$1K
InterestLn 20$29K$29K
Depreciation, depletion and amortizationLn 22$1.7M$1.5M$83K$50K
InsuranceLn 23$126K$126K
Other expenses (24a–d)Ln 24$691K$547K$106K$38K
Total functional expensesLn 25$9.0M$6.1M$2.3M$553K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $23.2M$14.1M$9.2M$39.6M 990 PDF
FY2024 $10.7M$13.3M−$2.6M$30.2M 990 PDF
FY2023 $10.8M$12.7M−$1.9M$30.7M 990 PDF
FY2022 $11.6M$10.8M$824K$31.5M 990 PDF
FY2021 $14.1M$7.9M$6.2M$32.1M 990 PDF
FY2020 Viewing $10.0M$9.0M$1.0M$24.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $9,995,945 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,934,413$5,972,794
I-9 Program service revenuePrior year $2,046,825$1,473,069
I-10 Investment incomePrior year $191,342$1,392,544
I-11 Other revenuePrior year $1,863,301$1,157,538
I-12 Total revenuePrior year $9,035,881$9,995,945
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,530,366$3,978,775
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,118,577$5,002,599
I-18 Total expensesPrior year $10,648,943$8,981,374
I-19 Revenue less expensesPrior year −$1,613,062$1,014,571
Part VI · Governance 37 of 37 board members independent, no flags
VI-1a Voting members of the governing body37
VI-1b Independent voting members37
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,995,945 across 14 lines filed
Lines not itemized here account for $1,206,679 of total revenue; see the IRS return.
VIII-1b Membership dues$956,398
VIII-1c Fundraising events$287,978
VIII-1d Related organizations$122,492
VIII-1e Government grants$177,670
VIII-1f All other contributions, gifts and grants$4,428,256
VIII-1g Noncash contributions (included above)$380,976
VIII-1h Total contributions, gifts and grants$5,972,794
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,473,069$1,473,069
VIII-3 Investment incomeExcluded from tax $279,771$279,771
VIII-5 RoyaltiesExcluded from tax $4,763$4,763
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,112,773$1,112,773
VIII-8 Net income from fundraising eventsExcluded from tax −$72,195−$72,195
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $18,291$18,291
VIII-12 Total revenueRelated to mission $2,679,748 · Unrelated business $0 · Excluded from tax $1,343,403$9,995,945
Part IX · Statement of functional expenses $8,981,374 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $182,889 · Management $273,280 · Fundraising $102,263$558,432
IX-7 Other salaries and wagesPrograms $2,060,481 · Management $611,415 · Fundraising $221,449$2,893,345
IX-9 Other employee benefitsPrograms $229,695 · Management $41,823 · Fundraising $14,852$286,370
IX-10 Payroll taxesPrograms $165,209 · Management $54,272 · Fundraising $21,147$240,628
IX-11b Legal feesManagement $24,476$24,476
IX-11c Accounting feesManagement $35,688$35,688
IX-11f Investment management feesManagement $57,448$57,448
IX-11g Other fees for servicesPrograms $540,293 · Management $182,491 · Fundraising $40,370$763,154
IX-12 Advertising and promotionManagement $427,080$427,080
IX-13 Office expensesPrograms $267,822 · Management $159,180 · Fundraising $29,745$456,747
IX-14 Information technologyPrograms $85,539 · Management $28,923 · Fundraising $18,945$133,407
IX-16 OccupancyPrograms $474,086 · Management $87,297 · Fundraising $15,035$576,418
IX-17 TravelPrograms $10,109 · Management $10,865 · Fundraising $1,150$22,124
IX-20 InterestManagement $29,159$29,159
IX-22 Depreciation, depletion and amortizationPrograms $1,527,258 · Management $83,003 · Fundraising $49,802$1,660,063
IX-23 InsuranceManagement $125,679$125,679
IX-24 Other expenses (24a–d)Programs $547,042 · Management $106,240 · Fundraising $37,874$691,156
IX-25 Total functional expensesPrograms $6,090,423 · Management $2,338,319 · Fundraising $552,632$8,981,374
Part X · Balance sheet $26,854,068 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $267,672$1,021,463
X-2 Savings and temporary cash investmentsStart of year $1,355,979$2,374,954
X-3 Pledges and grants receivableStart of year $692,700$157,924
X-4 Accounts receivableStart of year $2,006$1,932
X-8 Inventories for sale or useStart of year $1,380,685$1,622,346
X-9 Prepaid expenses and deferred chargesStart of year $135,698$93,829
X-10c Land, buildings and equipment, netStart of year $15,453,688$14,203,421
X-11 Publicly traded securitiesStart of year $7,310,076$7,293,687
X-12 Other securitiesStart of year $87,198$84,512
X-14 Intangible assetsStart of year $1,221$0
X-16 Total assetsStart of year $26,686,923$26,854,068
X-17 Accounts payable and accrued expensesStart of year $724,034$448,121
X-19 Deferred revenueStart of year $547,373$384,181
X-24 Unsecured notes and loans payable$356,000
X-25 Other liabilitiesStart of year $106,958$62,190
X-26 Total liabilitiesStart of year $2,177,898$2,244,771
X-27 Net assets without donor restrictionsStart of year $17,508,811$17,014,856
X-28 Net assets with donor restrictionsStart of year $7,000,214$7,594,441
X-32 Total net assets or fund balancesStart of year $24,509,025$24,609,297
X-33 Total liabilities and net assetsStart of year $26,686,923$26,854,068
Part XI · Reconciliation of net assets $24,609,297 net assets at year end
XI-1 Total revenue$9,995,945
XI-2 Total expenses$8,981,374
XI-3 Revenue less expenses$1,014,571
XI-4 Net assets at start of year$24,509,025
XI-5 Net unrealized gains (losses) on investments−$909,603
XI-9 Other changes in net assets−$4,696
XI-10 Net assets at end of year$24,609,297

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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