2023-09-26T07:12:56-05:00 2022-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2022-01-01 430654866 MISSOURI HISTORICAL SOCIETY MISS 3144543146 PO BOX 775460 ST LOUIS MO 63177 DR JODY SOWELL PRESIDENT AND CEO 3144543146 2023-09-22 1 DR JODY SOWELL 999009999 1 KIMBERLY A RYAN P00829977 3142903300 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR JODY SOWELL PO BOX 775460 ST LOUIS MO 63177 49420169 0 X WWW.MOHISTORY.ORG X 1866 MO TO SERVE AS THE CONFLUENCE OF HISTORICAL PERSPECTIVES TO INSPIRE AND ENGAGE OUR AUDIENCES. 45 45 232 175 0 0 23070592 15187058 69015 164288 12728805 3369661 287815 458565 36156227 19179572 0 0 0 0 10742081 11148593 163719 358287 1352034 7599128 8305928 18504928 19812808 17651299 -633236 154816775 134295140 2323907 3260327 152492868 131034813 X THE MISSOURI HISTORICAL SOCIETY (MHS) IS A MISSOURI PRO FORMA DECREE, NOT-FOR-PROFIT CORPORATION WHOSE PRIMARY FUNCTIONS ARE EDUCATIONAL AND COMMUNITY PROGRAMS; COLLECTIONS AND CONSERVATION; LIBRARY AND RESEARCH; AND EXHIBITIONS. (CONTINUED IN SCHEDULE O) MHS'S MISSION IS TO SERVE AS THE CONFLUENCE OF HISTORICAL PERSPECTIVES AND CONTEMPORARY ISSUES TO INSPIRE AND ENGAGE OUR AUDIENCES. 0 0 1949324 480 SOLDIERS MEMORIAL: MHS OPERATES AND MANAGES THE SOLDIERS MEMORIAL MILITARY MUSEUM UNDER AN AGREEMENT WITH THE CITY OF ST. LOUIS. MHS OPENED THE SOLDIERS MEMORIAL AND THE COURT OF HONOR IN NOVEMBER OF 2018 AFTER AN EXTENSIVE $30 MILLION REVITALIZATION AND RENOVATION PROJECT. THE CITY OF ST. LOUIS PARTNERED WITH THE MHS AFTER CONSIDERATION OF OUR EXTENSIVE EXPERIENCE WITH MUSEUM OPERATIONS. THE MHS IS AN ACCREDITED MUSEUM BY THE AMERICAN ALLIANCE OF MUSEUMS. PRIOR TO OPERATIONAL EFFECTS FROM THE COVID-19 PANDEMIC, SOLDIERS MEMORIAL GREETED APPROXIMATELY 35,000 ANNUAL VISITORS- IT HAS NOT YET RETURNED TO THAT LEVEL OF VISITATION, BUT ATTENDANCE IS GRADUALLY IMPROVING.OPERATIONS: SOLDIERS MEMORIAL MILITARY MUSEUM FULFILLS THREE PRIMARY ROLES FOR THE ST. LOUIS COMMUNITY. FIRST, IT SERVES AS A PUBLIC MEMORIAL TO REMEMBER THOSE WHO GAVE THEIR LIVES IN SERVICE. THE MUSEUM BUILDING AND THE OUTDOOR COURT OF HONOR ARE HOME TO MEMORIALS TO WORLD WAR I, WORLD WAR II, THE KOREAN WAR, THE VIETNAM WAR, AND SERVICE MEMBERS WHO HAVE GIVEN THEIR LIVES WHILE IN SERVICE SINCE 1975. SECONDLY, WITH ITS MULTIPLE MEETING ROOMS, SOLDIERS MEMORIAL HOSTS A WIDE ARRAY OF PUBLIC PROGRAMS THAT EDUCATE ON ST. LOUIS' ROLE IN SERVICE SINCE ITS EARLIEST DAYS. IN COLLABORATION WITH EXTERNAL PARTNERS, THE MEETING ROOMS ARE ALSO USED TO PROVIDE DIRECT SERVICES TO VETERANS. THE MEETING ROOMS ARE ALSO USED BY MANY VETERAN SERVICE ORGANIZATIONS FOR THEIR RECURRING MEETINGS. FINALLY, SOLDIERS MEMORIAL SERVES AS A MUSEUM THAT HOSTS A 4,000 SQUARE FOOT PERMANENT GALLERY THAT SHARES THE STORY OF "ST. LOUIS IN SERVICE" FROM THE REVOLUTIONARY WAR THROUGH TODAY. THE MEMORIAL IS ALSO HOME TO A 4,600 SQUARE FOOT TEMPORARY GALLERY WHICH WILL HOST "VIETNAM: AT WAR AND AT HOME" FROM NOVEMBER 11, 2022 THROUGH MAY 27, 2024 SHARING THE EXPERIENCES OF ST. LOUISANS DURING THE VIETNAM WAR. 5261572 10819 LIBRARY AND COLLECTIONS AND DIGITAL INITIATIVES: THE MISSOURI HISTORICAL SOCIETY HOLDS THE PREMIER REGIONAL HISTORY COLLECTION DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL AND INTERNATIONAL READERS AND RESEARCHERS. LIBRARY AND COLLECTIONS AND DIGITAL INITIATIVES INCLUDES THE EXPENSES ASSOCIATED WITH STEWARDSHIP OF THE COLLECTION OVERALL COVERING SALARIES AND SUPPLIES ASSOCIATED WITH CONSERVING, CATALOGING, PROCESSING, HOUSING, DIGITIZING AND MAKING ACCESSIBLE THE COLLECTIONS. MHS COLLECTIONS ARE ACCESSIBLE TO THE PUBLIC THROUGH THE LIBRARY AND RESEARCH CENTER, EXHIBITIONS AT THE MUSEUM AND SOLDIERS MEMORIAL, THROUGH LOANS TO OTHER INSTITUTIONS, OUR ONLINE WEBSITE INCLUDING THE ONLINE COLLECTIONS SEARCH, AND VARIOUS SOCIAL MEDIA PLATFORMS. IN 2022, IN-PERSON VISITATION TO THE LIBRARY AND RESEARCH CENTER WAS 1,452 AND DUE TO THE INSTALLATION OF COMPACT SHELVING, WAS CLOSED TO RESEARCHERS FOR A PORTION OF THE YEAR. AT YEAR'S END THERE WERE 1,452 IN-PERSON VISITORS. STAFF PROVIDED REMOTE REFERENCE SERVICES TO 3,368 RESEARCHERS VIA PHONE, FAX, MAIL, OR EMAIL, THIS REFLECTS A POST-PANDEMIC STABILIZATION OF USER NUMBERS AND A FIGURE CLOSER TO PRE-PANDEMIC REQUESTS, A DECREASE OF 18% FROM 2021. THERE WERE 195,026 RESEARCH VISITS TO MOHISTORY.ORG AND 1,901,946 VIEWED PAGES TO OUR MOHISTORY.ORG WEBSITE. THE COLLECTIONS CURRENTLY CONSIST OF MORE THAN 179,000 ARTIFACTS IN A VARIETY OF FORMATS THAT DOCUMENT THE EVERYDAY LIFE OF THE DIVERSE INHABITANTS OF OUR REGION. THE LIBRARY CONTAINS MORE THE 90,000 VOLUMES. THE MANUSCRIPT COLLECTIONS COMPRISE MORE THAT 7,900 LINEAR FEET OF ORIGINAL MANUSCRIPT RECORDS. THE PHOTOGRAPHS AND PRINTS COLLECTIONS CONTAIN MORE THAN 1 MILLION IMAGES. THE SOUND AND MOVING IMAGES COLLECTION INCLUDES MORE THAN 74,000 ITEMS. IN 2022, THERE WERE 114 DONATIONS MADE BY DONORS TO THE MHS COLLECTIONS ALONG WITH 7 PURCHASES OF ITEMS USING MHS ACQUISITIONS FUNDS. 2860360 EXHIBITIONS: THE MUSEUM PRESENTS A NUMBER OF EXHIBITS EACH YEAR, BOTH PERMANENT AND TEMPORARY. THE TEMPORARY EXHIBITS ARE A COMBINATION OF EXHIBITS THAT FOCUS ON THE ST. LOUIS STORY CREATED BY IN-HOUSE TEAMS AND TRAVELING EXHIBITS THAT TELL NATIONAL AND GLOBAL STORIES DEVELOPED BY THE COUNTRY'S LEADING MUSEUMS. IN THE LAST FEW YEARS, EXHIBITS HAVE FOCUSED ON TOPICS RANGING FROM ST. LOUIS'S CONTRIBUTIONS TO POPULAR MUSIC TO ST. LOUIS'S RICH BUILT ENVIRONMENT- WITH VISITORS DIVING INTO MUSIC HISTORY AND EVEN BEING INVITED TO COLOR ON THE WALLS OF THE MISSOURI HISTORY MUSEUM. PAST EXHIBITS HAVE SHOWCASED EVERYTHING FROM A PAINTING GIVEN TO CHARLES LINDBERGH FOR HIS WEDDING TO THE PHOTOGRAPHS THAT WON PULITZER PRIZES; HAVE SHARED STORIES OF WHY ST. LOUIS IS CALLED THE GATEWAY TO THE WEST AND HOW ST. LOUIS WOMEN FOUGHT FOR A VOICE EVEN BEFORE THEY HAD THE VOTE AND HOW THEY PLAYED AN INSTRUMENTAL PART IN THE PASSAGE OF THE 19TH AMENDMENT. IN 2022, THE MUSEUM CONTINUED TO REBOUND FROM THE PANDEMIC, SEEING STEADY ATTENDANCE GAINS AND THE RETURN OF MORE SCHOOL GROUPS, BUILDING ON THE POSITIVE TRAJECTORY OF THE PREVIOUS YEAR. 2928556 135680 EDUCATION AND COMMUNITY ENGAGEMENT (ECE): THIS DEPARTMENT OFFERS PROGRAMS THAT ENGAGE AND EDUCATE AUDIENCES OF ALL AGES AND ABILITIES. MEMBERS OF THE ECE TEAM CREATE PROGRAMS THAT APPEAL TO A WIDE AUDIENCE, DEVELOP FIELD TRIPS AND OTHER EDUCATIONAL EFFORTS GEARED TO K-12 STUDENTS, AND COORDINATE PROGRAMS AIMED AT OUR YOUNGEST LEARNERS. AFTER A PERIOD OF TIME IN 2020-2021 DURING WHICH THIS WORK WAS LARGELY DONE VIRTUALLY, A ROBUST SLATE OF ONSITE AND IN-PERSON PROGRAMMING RETURNED IN 2022, INCLUDING THE MISSOURI HISTORY MUSEUM'S POPULAR TWILIGHT THURSDAYS CONCERT SERIES, THE LAUNCH OF THURSDAY NIGHTS AT THE MUSEUM, AND INCREASED NUMBERS OF ONSITE STUDENT FIELD TRIPS. USING CAPABILITIES BUILT DURING THE PANDEMIC, THE ECE TEAM OFFERED AND WILL CONTINUE TO SHARE A WIDE ARRAY OF PROGRAMMING IN PERSON, VIRTUALLY, AND IN HYBRID FORMATS IN THE YEARS AHEAD. 1213185 MARKETING AND COMMUNICATIONS DEPARTMENT: THE MARKETING AND COMMUNICATIONS DEPARTMENT PROVIDES MARKETING AND PUBLIC RELATIONS ACTIVITIES FOR THE MISSOURI HISTORY MUSEUM, THE LIBRARY AND RESEARCH CENTER, AND SOLDIERS MEMORIAL MILITARY MUSEUM. ACTIVITIES INCLUDE MEDIA RELATIONS, MARKETING, ADVERTISING, SOCIAL MEDIA, GRAPHIC DESIGN, PROMOTIONS, CRISIS COMMUNICATIONS, ETC. THE MARKETING AND COMMUNICATIONS DEPARTMENT PREPARES AND DISTRIBUTES MEDIA MATERIAL TO PRINT, ELECTRONIC, AND ONLINE MEDIA TO PROMOTE INSTITUTIONAL EXHIBITIONS, EVENTS, PROGRAMS, AND GENERAL AWARENESS. DEPARTMENTAL PERSONNEL COORDINATE ALL INTERVIEWS RELATED TO THE INSTITUTION. THE MARKETING AND COMMUNICATIONS DEPARTMENT STAFF OVERSEES ALL ADVERTISING AND MARKETING OPPORTUNITIES AND PROMOTIONAL PARTNERSHIPS, INCLUDING DEVELOPING MARKETING PLANS, PLACING ALL PAID ADVERTISING RELATED TO THE INSTITUTION; AND ESTABLISHING STRATEGIC MARKETING COLLABORATIONS. THE GRAPHICS TEAM MEMBERS WITHIN THE MARKETING AND COMMUNICATIONS DEPARTMENT DESIGN AND PRODUCE INSTITUTIONAL COLLATERAL MATERIAL; QUARTERLY MEMBER MAGAZINE; BANNERS; BROCHURES; DIRECT MAIL PIECES; POSTERS; WEB-BASED ELECTRONIC PROMOTIONAL AND MARKETING MATERIAL; AND THE SOCIAL MEDIA TEAM WITHIN THE DEPARTMENT COORDINATES THE INSTITUTIONAL PRESENCE ACROSS ALL SOCIAL MEDIA CHANNELS, INCLUDING FACEBOOK, TWITTER, PINTEREST, AND YOUTUBE. 299190 17309 PUBLICATIONS: THE PUBLICATIONS DEPARTMENT PROVIDES SEVERAL SERVICES FOR THE MUSEUM. IN ADDITION TO PUBLISHING BOOKS EACH YEAR (NEW TITLES OR REPRINTS OF BOOKS PREVIOUSLY PUBLISHED BY THE MUSEUM), THEY ALSO PUBLISH AN ANNUAL MEMBERS MAGAZINE AND MAINTAIN AN ONLINE MAGAZINE WITH CONTINUOUSLY CHANGING ARTICLES. THEY PROVIDE EDITING SERVICES FOR OTHER DEPARTMENTS IN THE MUSEUM. IN 2022, THIS DEPARTMENT PUBLISHED THE AWARD-WINNING "COLORING ST. LOUIS: A COLORING BOOK FOR ALL AGES AND "BOSNIAN ST. LOUIS: BETWEEN TWO WORLDS." THE LATTER IS ONE OF THE FIRST ACCOUNTS OF THE HISTORY-MAKING RESETTLEMENT OF BOSNIAN REFUGEES IN ST. LOUIS IN THE EARLY 1990S AND EXPLORES HOW THESE VALUED COMMUNITY MEMBERS CHANGED ST. LOUIS AND ITS SURROUNDING REGION. 630790 MUSEUM SERVICES AND PUBLIC HISTORY: THE MUSEUM SERVICES AND PUBLIC HISTORY DIVISIONS PROVIDE ADMINISTRATIVE/SUPERVISORY SUPPORT TO LIBRARY AND COLLECTIONS, DIGITAL INITIATIVES, EXHIBITION AND RESEARCH, THE PUBLICATIONS DIVISION, AND MARKETING AND COMMUNICATIONS INCLUDING PARTICIPATION IN STRATEGIC PLANNING EFFORTS, BUDGET OVERSIGHT, BOARD COMMITTEE RESPONSIBILITIES, AND VARIOUS INITIATIVES. 5071721 152989 15142977 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 119 0 232 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTINA RENZ 3144543105 5700 LINDELL BOULEVARD ST LOUIS MO 63112 FRANCES LEVINE PHD PRESIDENT AND CEO (THRU 6/30) 40.00 X 209969 0 18327 JODY SOWELL PRESIDENT AND CEO (EFFECTIVE 7/11) 40.00 X 207063 0 20169 KAREN M GOERING MANAGING DIRECTOR - OPERATIONS 40.00 X 204100 0 21483 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 40.00 X 176023 0 19244 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM 40.00 X 163250 0 11078 DARA TAYLOR MANAGING DIRECTOR - DEIA 40.00 X 140000 0 20153 LISA MCLAUGHLIN CHAIRMAN 1.00 X X 0 0 0 SANDRA M MOORE VICE CHAIRMAN 1.00 X X 0 0 0 F SCOTT GALT SECRETARY 1.00 X X 0 0 0 MARY P HEGER TREASURER 1.00 X X 0 0 0 MARVIN ANDERSON TRUSTEE 1.00 X 0 0 0 DON AVEN TRUSTEE 1.00 X 0 0 0 LOURDES T BAILON TRUSTEE 1.00 X 0 0 0 LYNN BECKWITH TRUSTEE 1.00 X 0 0 0 MARIE CASEY TRUSTEE 1.00 X 0 0 0 CHARLIE CLAGGETT TRUSTEE 1.00 X 0 0 0 S WRAY CLAY TRUSTEE 1.00 X 0 0 0 ANNA ERIKO CROSSLIN TRUSTEE 1.00 X 0 0 0 LJILJANA CVIJANOVIC TRUSTEE 1.00 X 0 0 0 JULIE DUBRAY TRUSTEE 1.00 X 0 0 0 KIM EBERLEIN TRUSTEE 1.00 X 0 0 0 STEVE EHLMANN TRUSTEE 1.00 X 0 0 0 JOVITA FOSTER TRUSTEE 1.00 X 0 0 0 ROBERT W FULSTONE TRUSTEE 1.00 X 0 0 0 MONIQUE GARRIS-BINGHAM TRUSTEE 1.00 X 0 0 0 PETER GOODE TRUSTEE 1.00 X 0 0 0 ROBIN HATTORI TRUSTEE 1.00 X 0 0 0 HEATHER HUNT-RUDDY TRUSTEE 1.00 X 0 0 0 AMY HUNTER TRUSTEE 1.00 X 0 0 0 JEFFREY JACOBY TRUSTEE 1.00 X 0 0 0 RICHARD JENSEN TRUSTEE 1.00 X 0 0 0 PETER KASTOR TRUSTEE 1.00 X 0 0 0 DOUGLAS KOCH TRUSTEE 1.00 X 0 0 0 KENNETH KRANZBERG TRUSTEE 1.00 X 0 0 0 PAUL E MARTIN TRUSTEE 1.00 X 0 0 0 LAUREN NASH MING TRUSTEE 1.00 X 0 0 0 DEBBIE MONTERREY TRUSTEE 1.00 X 0 0 0 VALERIE PATTON TRUSTEE 1.00 X 0 0 0 RAYMOND W PETERS II TRUSTEE 1.00 X 0 0 0 MARY ELLEN PONDER TRUSTEE 1.00 X 0 0 0 HARRY RATLIFF TRUSTEE 1.00 X 0 0 0 GREG R RHOMBERG TRUSTEE 1.00 X 0 0 0 ERIKA SCHENK TRUSTEE 1.00 X 0 0 0 DAVID SCHLAFLY TRUSTEE 1.00 X 0 0 0 ANN CADY SCOTT TRUSTEE 1.00 X 0 0 0 LAURA SHAUGHNESSY TRUSTEE 1.00 X 0 0 0 PATRICK SLY TRUSTEE 1.00 X 0 0 0 AUSTIN TAO TRUSTEE 1.00 X 0 0 0 MARK UTTERBACK TRUSTEE 1.00 X 0 0 0 PHOEBE DENT WEIL TRUSTEE 1.00 X 0 0 0 MICHAEL A WOLFF TRUSTEE 1.00 X 0 0 0 1100405 0 110454 6 0 1 0 HUAROCO LANDSCAPING LLC PO BOX 852 COLUMBIA MO 62236 LANDSCAPING 129195 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 FUNDRAISING INITIATIVES 107487 2 800662 221672 11956322 2208402 60560 15187058 EDUCATION AND EVENTS 611600 135680 135680 PUBLICATIONS 611600 17309 17309 LIBRARY & COLLECTIONS 611600 10819 10819 SOLDIER'S MEMORIAL 611600 480 480 164288 4345430 4345430 28982834 29958603 -975769 -975769 -975769 31300 221672 105889 -74589 -74589 336330 176105 160225 160225 FACILITIES & CATERING 611600 286449 286449 86480 86480 372929 19179572 164288 0 3828226 876378 876378 8081306 6866376 738819 476111 368975 317251 29840 21884 1178778 991243 137907 49628 643156 504586 103080 35490 51400 51400 47742 47742 358287 358287 443586 443586 599827 383820 216007 570601 568752 1849 542633 434421 46912 61300 391763 277347 54535 59881 791221 749296 34095 7830 117058 60100 52742 4216 1608350 1454269 120222 33859 521651 464605 41398 15648 EXHIBITION COSTS 920900 920900 MUSEUM SHOP EXPENSES 163656 163656 RESTAURANT EXPENSES 38267 38267 1497273 1150011 121211 226051 19812808 15142977 3317797 1352034 11481158 11730896 10075011 9825251 3315769 3429013 207362 160752 453223 375180 52116859 31947468 21060731 20169391 108047152 87727363 44066 0 132303 877294 154816775 134295140 1211366 1555945 294560 183200 817981 1521182 2323907 3260327 X 60224331 53550341 92268537 77484472 152492868 131034813 154816775 134295140 X -633236 -20859978 35159 X X 0 1 X 1 0 X 18031802 41551795 24141441 23070592 15187058 121982688 18031802 41551795 24141441 23070592 15187058 121982688 34332988 87649700 2388166 2734727 3620650 4159362 4345430 17248335 164422 209706 18073 159137 372930 924268 140155291 1444884 0.62540 0.56560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 100346696 209479 -16798095 3569463 80188617 89602214 734000 13309764 3299282 100346696 79819523 841000 11832582 2890891 89602214 43687684 27917328 10133318 1918807 79819523 46412325 1954426 -3024583 1654484 43687684 0.26650 0.56040 0.17310 0 0 661510 661510 43167258 25963822 17203436 7979831 5983646 1996185 308260 308260 20169391 DEFERRED COMPENSATION PLAN 576708 SPLIT-INTEREST AGREEMENTS 197712 LEASE LIABILITY - OPERATING LEASES 722350 LEASE LIABILITY - FINANCE LEASE 24412 1521182 X -2174990 -20859978 9876 35159 -20814943 18639953 443586 96033 539619 19179572 19283065 9876 105890 115766 19167299 443586 201923 645509 19812808 PART III, LINE 1A: MHS' RESEARCH COLLECTIONS CONTAIN UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL AND INTERNATIONAL READERS AND RESEARCHERS. MHS STAFF MEMBERS WORK TO SHARE THE COLLECTIONS IN THE GALLERIES, THROUGH OUR VARIOUS PUBLICATIONS, ONLINE AND THROUGH OUR COMMUNITY AND EDUCATIONAL PROGRAMS. THE VALUE OF THE COLLECTIONS AND LIBRARY HOLDINGS CANNOT BE DETERMINED, AND THEREFORE, IS NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH OF THE ITEMS IN THE COLLECTIONS IS CATALOGUED, PRESERVED AND CARED FOR, AND COLLECTIONS AUDITS ARE PERFORMED REGULARLY. PROCEEDS FROM DEACCESSIONS ARE USED TO ACQUIRE OR CONSERVE OTHER OBJECTS FOR THE COLLECTIONS. PART III, LINE 4: SEE STATEMENT FOR LINE 1A FOR A DEFINITION OF THE ARTIFACTS IN THE COLLECTION. THE COLLECTION AND THE EXHIBITS, DISCUSSIONS AND RESEARCH OF THESE ITEMS IN THE COLLECTION PROVIDE A REVIEW OF THE PAST AND THE CHOICES MADE IN THE PAST AS A BASIS OF DISCUSSING CURRENT ACTIVITIES AND OPTIONS AND THEIR POSSIBLE IMPACT ON THE FUTURE. THEY CAN PROVIDE THE BASIS FOR ADDRESSING AND SOLVING COMMON PROBLEMS. PART V, LINE 4: MHS USES A SPENDING POLICY OF BETWEEN 3.0 AND 5% OF A TRAILING 13 QUARTER AVERAGE OF THE VALUE OF THE ENDOWMENT TO DETERMINE ANNUAL SPENDING. A PORTION OF THIS SUPPORTS UNRESTRICTED SPENDING COVERING OPERATING EXPENSES. A PORTION IS DESIGNATED FOR TEMPORARILY RESTRICTED SPENDING (I.E. PUBLICATIONS, GALLERIES, EXHIBIT MAINTENANCE) BASED ON DONOR'S INSTRUCTIONS. PART X, LINE 2: MHS QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES. MHS FOLLOWS THE PROVISIONS OF ASC 740-10-25 REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAS BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES NOR IN THE STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. MHS EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPLIT VALUE INTEREST AGREEMENT 35,159. PART XI, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 163,656. SPECIAL EVENT EXPENSES -105,890. RESTAURANT EXPENSES 38,267. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 105,890. PART XII, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 163,656. RESTAURANT EXPENSES 38,267. X X X X X X X 1 KENNETH NICKLESS 4501 ELI DRIVE UNIT I ST LOUIS MO 63128 FUNDRAISING INITIATIVES 0 0 83145 -83145 THE ROME GROUP PO BOX 160124 ST LOUIS MO 63116 FUNDRAISING INITIATIVES 0 0 159451 -159451 THE GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 FUNDRAISING INITIATIVES 0 0 107487 -107487 350083 -350083 MO THREADS 250220 218920 31300 29402 46688 28625 TRIVIA NIGHT 2752 2752 200 160 459 355 252972 221672 31300 200 160 29861 46688 28980 105889 -74589 X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 FRANCES LEVINE PHD PRESIDENT AND CEO (THRU 6/30) 209969 0 0 0 0 0 13947 0 4380 0 228296 0 0 0 JODY SOWELL PRESIDENT AND CEO (EFFECTIVE 7/11) 207063 0 0 0 0 0 11347 0 8822 0 227232 0 0 0 KAREN M GOERING MANAGING DIRECTOR - OPERATIONS 204100 0 0 0 0 0 12665 0 8818 0 225583 0 0 0 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 176023 0 0 0 0 0 10820 0 8424 0 195267 0 0 0 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM 163250 0 0 0 0 0 10134 0 944 0 174328 0 0 0 DARA TAYLOR MANAGING DIRECTOR - DEIA 140000 0 0 0 0 0 1406 0 18747 0 160153 0 0 0 PART I, LINE 1A MHS PAYS FOR A MEMBERSHIP TO THE ST. LOUIS CLUB FOR DR. SOWELL FOR FUNDRAISING AND CULTIVATION. X 10 60560 FMV X 114 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS FOR SECURITIES AND THE NUMBER OF ITEMS RECEIVED FOR HISTORICAL ARTIFACTS. PART I, LINE 32B: COMMERCE BANK SELLS THE STOCK GIFTS. PART I, LINE 33: MHS' RESEARCH COLLECTIONS CONTAIN EXTENSIVE REGIONAL HISTORY OBJECTS AND ARTIFACTS DOCUMENTING THE HISTORY OF ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI RIVER VALLEYS AND THE AMERICAN WEST. THE DIVERSE COLLECTION SERVES A BROAD AUDIENCE OF LOCAL, NATIONAL AND INTERNATIONAL SCHOLARS, RESEARCHERS AND INDIVIDUALS INTERESTED IN LOCAL AND REGIONAL HISTORY. MHS SHARES THE COLLECTION THROUGH REGULAR EDUCATIONAL AND PUBLIC PROGRAMS, EXHIBITIONS, PUBLICATIONS AND ON-LINE OFFERINGS AND APPLICATIONS. THE VALUE OF THE MUSEUM AND LIBRARY COLLECTIONS CANNOT BE DETERMINED AND ARE THEREFORE NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. OBJECTS IN THE COLLECTIONS ARE INVENTORIED, CATALOGUED AND PRESERVED. COLLECTIONS AUDITS ARE PERFORMED REGULARLY. ANY PROCEEDS FROM DEACCESSIONS ARE RESTRICTED FOR THE ACQUISITION OR CONSERVATION OF OTHER OBJECTS FOR THE COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM WITH INFORMATION PROVIDED BY THE FINANCE DEPARTMENT. IT IS THEN REVIEWED BY THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, THE MANAGING DIRECTOR OF ADMINISTRATION & OPERATIONS, THE AUDIT COMMITTEE, AND THE FULL BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE FEDERAL FORM 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE GOVERNING BOARD AND KEY EMPLOYEES ARE REQUIRED TO PREPARE A CONFLICT OF INTEREST DISCLOSURE. ALL DISCLOSURES ARE REVIEWED BY LEGAL COUNSEL AND ANY POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED TO THE BOARD OF TRUSTEES. ALL MEMBERS OF THE GOVERNING BOARD AND KEY STAFF ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENTS IF CIRCUMSTANCES CHANGE. ONCE A YEAR, LEGAL COUNSEL REVIEWS THE LEGAL AND FIDUCIARY RESPONSIBILITIES OF BOARD MEMBERSHIP WITH THE TRUSTEES. IN ADDITION, ALL MHS EMPLOYEES REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT AND THE MHS CODE OF ETHICS. FORM 990, PART VI, SECTION B, LINE 15 THE JOINT EXECUTIVE COMPENSATION COMMITTEE, CONSISTING OF EQUAL NUMBERS OF MISSOURI HISTORICAL SOCIETY TRUSTEES AND MISSOURI HISTORY SUBDISTRICT COMMISSIONERS, HAS THE RESPONSIBILITY OF REVIEWING AND RECOMMENDING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE MISSOURI HISTORICAL SOCIETY. THE CURRENT PRESIDENT AND CEO BEGAN WORK ON JULY 11, 2022 UNDER A COMPENSATION AGREEMENT PREPARED BY THE JOINT EXECUTIVE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. THE REVIEW AND APPROVAL OF THE COMPENSATION FOR THE PRESIDENT AND CEO AND SENIOR MANAGEMENT IS CONDUCTED IN ACCORDANCE WITH SECTION 4958 OF THE INTERNAL REVENUE CODE WITH RESPECT TO THE COMPARABLE INSTITUTIONS, BOTH LOCALLY AND NATIONALLY, AS WELL AS A REVIEW OF THE PERFORMANCE OF EACH MANAGER. THE JOINT EXECUTIVE COMPENSATION COMMITTEE HOLDS AT LEAST TWO MEETINGS ANNUALLY, ONE TO REVIEW COMPARABLE INFORMATION, PERFORMANCE, AND TO DEVELOP RECOMMENDATIONS, AND THE SECOND MEETING IS TO CONFIRM THE DECISION PRIOR TO REPORTING TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 MHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON THE MUSEUM'S WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: SPLIT VALUE INTEREST AGREEMENT 35,159. PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.