HEADLEY-WHITNEY MUSEUM INC
4435 Old Frankfort Pike
Lexington KY 40510
Contact Information
Nonprofit HEADLEY-WHITNEY MUSEUM INC
Address 4435 Old Frankfort Pike
Lexington, KY 40510
Phone (859) 255-6653
Fax 859 255-8375
Contact Name Amy Greene
Financial Summary
 
 
Statements
Mission Statement The mission of the Headley-Whitney Museum of Art shall be
to enrich the life of the whole community by fostering knowledge,
enjoyment and appreciation of the decorative and fine arts.
Background Statement The Headley-Whitney Museum of Art was established by philanthropist George W. Headley, a talented and charismatic lapidarian, on his family estate in 1968, and operated under his direction until his death in 1985. The board of directors accepted his bequest to continue the mission of exhibiting decorative art objects for the enjoyment, education and understanding of diverse cultures in which the art originates. The Museum's 7 acres is located in the heart of the Bluegrass horse country on a Kentucky Scenic By-way corridor. The landscaped grounds include several museum structures: Main Museum Exhibition center: expanded from 5,450 sq. ft to 11,500 sq. ft in 2009 includes four exhibition galleries; Jewel Room and Library Building, 2,160 sq. ft: Exhibition galleries for the permanent collections and art library; Shell Grotto, 720 sq. ft. Rare and whimsical permanent exhibition designed by George Headley, depicting thousands of rare and exotic shells from around the world.
Impact Statement
The Headley-Whitney Museum of Art was the first Smithsonian Affiliate in the State of Kentucky. The Museum consists of several exhibition structures on 7 acres in the heart of the Bluegrass Region.  An established institution with over 45 years of cultural programming for the citizens of Lexington and surrounding regions, the Museum continues to offer new and exciting offerings showcasing world class exhibitions.
 
Now in the ninth year, "Improbable Baubles," our faux bibelot art program for students in Fayette and surrounding counties reaches over 1500 students. The Museum displays at least 4 temporary exhibits every year showcasing the fine and decorative arts from private collections, museum collections and local artists. In 2014, the Museum displayed "Collecting Kentucky 1790-1860," based on the book of the same name. That exhibit brought together multiple Kentucky collections of Kentucky decorative and fine arts for the first time. The 2015 exhibition program included the work of internationally known blown glass artist Stephen Rolfe Powell, a professor at Centre College in Danville, KY. In 2016, the Museum showcased photographs from the Tony Leonard Collection and later in the year displayed over forty works of art from children and adults who are legally blind.
 
In 2013, the Museum became debt-free and we are working to increase the Museum's endowment fund to ensure the Museum's future for years to come. 2014 saw the restoration of the Jewel Room & Library building, the first building built for the Museum in 1968. The Shell Grotto is currently being restored and is planned to reopen in Spring 2017.
Needs Statement
The Headley-Whitney Museum of Art, like many non-profits, works hard to maintain an exciting exhibition and education program.  Sponsorships of these programs are available ranging from $2,500 to $20,000.
 
To secure the Museum's continued debt-free future we are working on an Endowment Campaign to raise $2 million.
 
 
CEO/Executive Director Statement
The Headley-Whitney holds a unique place in the history of America's museums. Founder George Headley's contribution to the field of American Jewelry Design can be seen in the bejeweled creations and glamorous accessories of 20th Century Hollywood Royalty, Corporate Magnates, Playwrites, and their spouses.  Mr. Headley's love of beauty, design and gems served as the catalyst for creating unique bibelots, "small object made of precious stones and fine materials for decorative purposes." His creations combined the skills of the jewelry designer, lapidary artist, and bench jeweler to produce amazing objet d'art. Designers and jewelers from around the world collaborated with George Headley to produce hundreds of bibelots which became the foundation of the Museum's collections.  The Museum expanded to include decorative arts as part of its mission, and remains one of the only museums dedicated to this subject area in Kentucky. The Museum continues to offer the community world class exhibitions, unique programming on decorative arts and a very special venue in the Bluegrass unparalleled in beauty and tranquility. Situated on 7 acres of prime Kentucky acreage, the Museum continues to inspire and reward the visitor with beauty, creative imaginings and fine decorative art.
Board Chair Statement

As chairperson of the Headley-Whitney Board of Directors, I am proud of the strides and contributions to the community the Headley-Whitney Museum of Art has made in the last few years. Doubling its facility and exhibition size has allowed it to bring in first class national decorative art exhibits to the Museum and host great speakers and educational events at the Museum. As the first Smithsonian Affiliate in Kentucky, the Museum has access to the treasures of the Smithsonian and has brought and will continue to bring these to Kentucky for all to enjoy. I am also especially proud of the Museum’s outreach program to children in the community. In addition to numerous programs and workshops, over the last several years the museum has sponsored a faux bibelot contest for students in Fayette and surrounding counties. Through participatory programs and workshops, the Museum has encouraged and reached out to students of all ages in the community. A truly unique Museum, the Headley-Whitney is considered, as one local art organization head put it, “a jewel of the Bluegrass”.

Service Categories
Secondary Organization Category Education / Elementary & Secondary Schools
Tertiary Organization Category Arts,Culture & Humanities /
Geographic Areas Served
Areas
Kentucky
Ohio
Bourbon County
Elliott County
Fayette County
Franklin County
Jessamine County
Menifee County
Rowan County
Scott County
Woodford County
Jefferson County

The Museum serves Fayette and surrounding counties in addition to attracting visitors from Louisville and Cincinnati. 

Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

The Headley-Whitney Museum of Art seeks to introduce children and adults to the decorative and fine arts through exhibits, workshops and events. The Museum displays many local artists in a variety of group and solo exhibits.

The Museum continues to introduce new workshops and programs for children and families as well as evolve existing programs like “Improbable Baubles.” “Improbable Baubles” is an art competition program for students to learn about the decorative arts through making their own bibelot and the winning pieces are displayed in an exhibit in the Museum. Students who are not selected to display in the Museum still have a photograph of their piece and their artist statement in the exhibit. "Improbable Baubles" regularly reaches over 1,000 students a year.

The Museum is also working on developing programs for senior citizens. These programs will be available to senior groups that visit the Museum and can also be taken to senior centers and senior housing.

The Museum seeks to increase attendance at programs and events by 25% in the coming years. The Museum hopes to expand “Improbable Baubles” from 3 participating counties to 5 in the next 2 years and increase the student participation by 50%.

StrategiesHelpWhat are the organization's strategies for its stated long-term goals?

The main strategy the Museum has for reaching our goals is to increase awareness of the Museum in the community. A large part of this is partnering with local organizations, artists and schools. In 2016, the Museum partnered with 28 community organizations. Recent and upcoming exhibits feature a variety of artists from the area and programming that relates to the exhibits also utilizes local talent. To increase attendance at children and family workshops the Museum will be distributing flyers to schools in Lexington and for the first time, to surrounding counties. The Museum sent out letters to local senior centers to advise them of what the Museum can offer. The recent increase in “Improbable Baubles” participation was the result of revising the existing program with the help of a consultant to better tailor it to the needs of local schools.

CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?

The Headley-Whitney Museum of Art has a small but capable staff consisting primarily of two full-time and one part-time person who are in charge of the day to day running of the Museum. Each member of the staff has experience working with children in creative environments. The Museum has a recent history of successfully raising funds to support increasing the education programs that the Museum presents. Through “Improbable Baubles” the Museum has developed a relationship with many area teachers. The Museum partners with local organizations to participate in their local activities such as the Arbor Day event at the Arboretum and providing art activities at the Farmers’ Market. The Museum also partners with local organizations to create interesting exhibits and programs. Past organizations include the Osher Lifelong Learning Institute at the University of the Kentucky, the Confucius Institute at the University of Kentucky and the Woodford Humane Society.

IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?

A primary way that the Museum will measure success is the number of people attending workshops and other events, in addition to daily visitors. These numbers will be tracked continuously and processed monthly. The Museum will also look to feedback from teachers who participate in “Improbable Baubles,” staff at senior centers and workshop attendees.

ProgressHelpWhat has and hasn’t been accomplished so far?

“Improbable Baubles” began 9 years ago reaching about a hundred students and now annually averages about 1,000 students in three counties. The revamped program received high marks from teachers and will continue to be offered in the future with changes made each year to fine-tune it and make it more closely tied to the Core Standards or Kentucky.

The Headley-Whitney Museum of Art is working with local artists and collectors to increase awareness of the Museum and hopefully increase attendance at the same time.

The perception appears to be that the Headley-Whitney Museum of Art is a long distance from the city of Lexington. We are working to combat that by publicizing that we are about ten minutes from downtown rather than 5 miles.

Board Chair
Board Chair Ms. Martine Head
Company Affiliation Arts Volunteer
Term July 2015 to June 2017
Board Members
NameAffiliationStatus
Ms. Morgan Brotherton Explorium
Mrs. Cathy Clay Community Volunteer
Mrs. Carol Farmer Community Volunteer
Mrs. Donna Hall Community Volunteer
Ms. Gail Hart Community Volunteer
Ms. Martine Head Arts Consultant
Mr. John Hendrickson Community Volunteer
Mr. Steve Jennings Crowe Horwath LLP
Dr. Joseph R. Jones Community Volunteer
Mr. Larry Jones Community Trust Bank
Mr. Chester Lott JrThe Breaux Lott Leadership Group
Mrs. Nancy Meade Retired
Mr. James Miller Community Volunteer
Mr. David Moore Central Bank
Mr. W. Gay Reading Greentree Antiques and Tearoom
Mr. Ed Receski Attorney
Mrs. Donna Ward John Ward Stables Inc.
Mr. Guthrie Zaring GlaxoSmithKline
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 10
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 55%
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 70%
Number of Full Board Meetings Annually 6
Standing Committees
Board Development / Board Orientation
Audit, Compliance and Controls
Board Development / Board Orientation
Building
By-laws
Capital Campaign
Collections
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Endowment
Executive
Finance
Human Resources / Personnel
Investment
Nominating
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Comments
CEO Comments
The Board of Trustees of the Headley-Whitney Museum of Art represents a cross-section of the community through its members. 33% of  board members maintain multiple residences and businesses in other States and spend only a portion of their time in the Lexington area. Approximately 10 of the 18 members are full time residents in the area. The out of town members remain involved through telephone and email contact. Members serve on one or more boards in the Lexington area as well. The Lexington/Fayette County area hosts numerous non-profit agencies, many which our members support. The opportunities for collaboration and cooperation are therefore ever present in meeting the mission of the organization. The Headley-Whitney Museum of Art operates a large facility with a small but professionally trained and motivated staff.
CEO/Executive Director
Executive Director Ms. Amy Greene
Term Start Apr 2013
Email curator@headley-whitney.org
Experience Ms. Greene has a Masters Degree in Museum Studies from the Cooperstown Graduate Program.  She has worked at museums in CT, RI and NY.  She started at the Headley-Whitney Museum of Art in 2007 as the Curator of Collections & Exhibitions.  Beginning in 2011 she became the Chief Administrator/Curator of the Museum and in 2013 received the title of Director & Curator. 
Staff
Full Time Staff 2
Part Time Staff 7
Volunteers 30
Contractors 2
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 1
Caucasian 8
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Staff Demographics - Gender
Male 1
Female 8
Unspecified 0
Former CEOs
NameTerm
Ms. Sarah Henrich Sept 2005 - Sept 2011
Ms. Jennie Levell May 2004 - Feb 2005
Senior Staff
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Bi-Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Bi-Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Bi-Annually
Description Headley-Whitney Wednesday encourage children and parents to learn and create together in an artistically supportive environment.  These short, afternoon workshops occur during summer break to offer parents and kids an alternative to traditional summer entertainment. 
Budget 2000
Category
Population Served , ,
Description

The Headley Whitney Museum’s annual student art program, Improbable Baubles, is designed to give Kentucky school children (Grades K-8) the opportunity to create, perform, and respond to art. Working in tandem with the Headley-Whitney Museum’s Curator of Education, students learn the history of George Headley, his artwork and bibelots, and his significance to Kentucky. The educator leaves teachers with materials and lesson plans for students to create their own works of art (faux bibelots), perform their own artistic critiques, and democratically choose pieces by their own peers to be displayed at the Headley-Whitney Museum. All participants display a photograph of their work and their artist’s statement at the Headley-Whitney Museum. Students with pieces at the Museum are jurored by local professional artists and receive recognition for their achievements.


Category Arts, Culture & Humanities, General/Other General Arts Education
Population Served Children Only (5 - 14 years), ,
Program Long term Success Improbable Baubles has been an ongoing program for over five years with an average of 300 participants per year from a variety of Fayette County schools.
Program Comments
CEO Comments
The Museum is located approximately 5 miles from the center of Lexington, KY.  Although this is a beautiful rural area and not a great distance from the downtown or suburban areas of the city, its proximity and location are sometimes an obstacle in attracting participants to programs, workshops and offerings. The staff and board endeavor to provide ample access to the museum and program offerings through varied dates, times and repeat offerings to maximize community participation.  The organization has partnered with other non-profits to widen the audience participation at openings and educational programming. Considered a "destination" facility, we continue to develop new audiences from the local community through partnerships and collaborative programs.
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted June 2014
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations
Woodford Humane Society, Hope House, Big Brothers Big Sisters, Buccellati, Inc., UK Opera Theater, Museum Go Round, Spotlight Lexington, Fayette County School System, Boy Scouts, CKAVA, Lexington Learning Co-op, University of Kentucky Department of Fine Arts, Confucius Institute at the University of Kentucky.
 
Affiliations
AffiliationYear
Smithsonian Museum - Affiliate2003
American Association of Museums - Member2005
U.K. Nonprofit Leadership Initiative2006
Government Licenses
Is your organization licensed by the Government? No
Fiscal Year
Fiscal Year Start July 01, 2016
Fiscal Year End June 30, 2017
Projected Revenue $208,500.00
Projected Expenses $255,000.00
Spending Policy Income plus capital appreciation
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$155,069$122,691$736,545
Total Expenses$301,441$313,755$562,816
Revenue Less Expenses($146,372)($191,064)$173,729
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$5,000$15,467$25,685
Federal------
State------
Local------
Unspecified$5,000$15,467$25,685
Individual Contributions$32,298$32,684$167,170
------
$7,321($43,684)$414,864
Investment Income, Net of Losses$76,535$73,725$75,797
Membership Dues$2,320$4,128$2,415
Special Events$31,171$38,047$49,232
Revenue In-Kind------
Other$424$1,918$1,382
Expense Allocation
Fiscal Year201520142013
Program Expense$192,463$245,205$402,553
Administration Expense$71,207$55,681$82,728
Fundraising Expense$37,771$12,869$77,535
Payments to Affiliates------
Total Revenue/Total Expenses0.510.391.31
Program Expense/Total Expenses64%78%72%
Fundraising Expense/Contributed Revenue55%15%32%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$5,074,945$5,311,498$5,980,169
Current Assets$245,914$380,861$533,844
Long-Term Liabilities----$685,949
Current Liabilities$6,086$30,935$22,554
Total Net Assets$5,067,759$5,280,563$5,271,666
Form 990s
2015 Form 990
2014 990 FYE 2014
2013 FYE 2013 990
2012 990
2011 2011 990
2010 990
2009 990 2009
2008 990 2008
2007 990 2007
Audit Documents
2015 2014-2015 Audit
2014 2013-2014 Audit
2013 2012-2013 Audit
2012 2011-2012 Audit
2009 Audit
2008 Audit
2007 Audit
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose Capital Campaign for restoration of Museum buildings and Endowment Development.
Goal $2,000,000.00
Dates Nov 2017 to Dec 2021
Capital Campaign Anticipated in Next 5 Years? Yes
State Registration Yes
Address 4435 Old Frankfort Pike
Lexington, KY 40510
Primary Phone 859 255-6653
CEO/Executive Director Ms. Amy Greene
Board Chair Ms. Martine Head
Board Chair Company Affiliation Arts Volunteer