2014-05-09T14:30:53-05:00 2013-06-30 Meaden & Moore Ltd 1100 SUPERIOR AVENUE SUITE 1100 CLEVELAND OH 441142523 990 2012-07-01 340714338 CLEVELAND MUSEUM OF NATURAL HISTORY % TODD WELKI CLEV 2162314600 1 WADE OVAL DRIVE Suite CLEVELAND OH 441061767 A TODD WELKI 2162314600 2014-05-05 true Karen B Cooney 2162413272 2012 2015-11-30 17:44:51Z Dr Evalyn Gates 1 WADE OVAL DRIVE CLEVELAND OH 44106 23816364 false X WWW.CMNH.ORG X 1920 OH TO INSPIRE, THROUGH SCIENCE AND EDUCATION, A PASSION FOR NATURE, THE PROTECTION OF NATURAL DIVERSITY, THE FOSTERING OF HEALTH, AND LEADERSHIP TO A SUSTAINABLE FUTURE. 45 45 231 276 -79196 -55304 5397183 9823409 2016680 2034043 889520 2037524 -16723 -65867 8286660 13829109 0 0 0 0 6606857 6729143 0 0 2178150 6125081 6294057 12731938 13023200 -4445278 805909 143067667 155699408 1366251 847329 141701416 154852079 X TO INSPIRE, THROUGH SCIENCE AND EDUCATION, A PASSION FOR NATURE, THE PROTECTION OF NATURAL DIVERSITY, THE FOSTERING OF HEALTH, AND LEADERSHIP TO A SUSTAINABLE FUTURE. false false 4597512 1079470 Collections and research: Scientists from around the world visit the Museum to study its collections for research purposes. The Museum holds the largest human skeletal collection in the world, which is particularly valuable to medical device companies. During fiscal year 2013, the Museum's curators pursued research and fieldwork in CANADA, COSTA RICA, ETHIOPIA, PERU, RWANDA AND MANY LOCAL OHIO sites. The Museum's conservation efforts include discovery and documentation of rare plant species and acquisition of land containing rare habitats. During 2013, the museum protected almost 1,600 acres of land through conservation efforts. 2245712 527282 Education: The Museum offers unique learning opportunities including hands-on workshops, gallery, health, planetarium, live animal programs and self-conducted exhibits, outreach and distance learning programs. The Museum offered on-site school programs for 44,544 students and delivered outreach programs to 15,674 students during fiscal year 2013. In addition, the Museum delivered programs to 15,483 students from our distance learning studios to 41 states and 4 countries. 1981480 309572 EXHIBITS: THE MUSEUM PRESENTED A TOTAL OF SEVEN SPECIAL EXHIBITIONS DURING THIS PERIOD, TWO MAJOR EXHIBITIONS OPENED, INCLUDING THE INTERNATIONAL TOURING EXHIBITION, WHALES/TOHORA FROM TE PAPA, THE NATIONAL MUSEUM OF NEW ZEALAND AND MEGLADON FROM THE FLORIDA MUSEUM OF NATURAL HISTORY. THE MUSEUM ALSO DEBUTED TWO WILDLIFE PHOTOGRAPHERS OF THE YEAR. THE MUSEUM CONTINUED TO OFFER AN EXTENSIVE PROGRAM OF PERMANENT EXHIBITIONS AND UPDATED INTERACTIVE COMPONENTS WITHIN THESE GALLERIES, INCLUDING THE REPLACEMENT OF IT'S POPULAR "EARTHQUAKE SIMULATOR." 488553 76328 Fiscal Agents & Societies 264934 41391 Library & public service 753487 117719 9578191 true true false true false false true true false true true true false true false true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 153 0 true 231 true true true false false false false true true false false false false X 45 45 true false false false false false false true true false false true true true true true true true true false OH X TODD WELKI 2162314600 1 WADE OVAL DRIVE CLEVELAND OH 441061767 A Chace Anderson 1.0 X X Claiborne R Rankin 1.0 X X Nathaniel T Smith 1.0 X X Thomas A Tormey 1.0 X X Jonathon L Grimm 1.0 X X Gordon D Kinder 1.0 X X David S Barrie 1.0 X James R Bell III 1.0 X William B Bolton 1.0 X James R Bright 1.0 X Dr Barbara Brown 1.0 X Frances S Buchholzer 1.0 X Diane D Christ 1.0 X Amos H Crowley III 1.0 X Matthew J Dolan 1.0 X Mary Lou Ferbert 1.0 X Frederick P Floyd 1.0 X X Dr Michael Gallagher 1.0 X James L Hambrick 1.0 X Dr Willard F Harper 1.0 X Dr John B Hollister III 1.0 X Donald Insul 1.0 X Kristie T Kohl 1.0 X Peter J Krembs 1.0 X G Russell Lincoln 1.0 X R Douglas McCreery 1.0 X Judith K McMillan 1.0 X Marjorie L Moore 1.0 X Thomas M Morley 1.0 X Maynard H Murch V 1.0 X CW Eliot Paine 1.0 X Dr Betty K Pinkney JD 1.0 X Alayne Reitman 1.0 X Timothy P Ryan 1.0 X Joseph M Shafran 1.0 X Greg E Studen 1.0 X Frederick G Stueber 1.0 X Ronald M Vranich 1.0 X Dr Michael Weiss 1.0 X Lucy Ireland Weller 1.0 X Dickson L Whitney Jr 1.0 X Dr Evalyn Gates 40.0 X X 267956 19962 Craig Reed 1.0 X FRANCIS M SHERWIN 1.0 X CYNTHIA K BRABANDER 1.0 X 0 DR RONALD COPELAND FACS 1.0 X 0 A TODD WELKI 40.0 X 114984 7301 PETER ANAGNOSTOS 40.0 X 115335 0 0 498275 0 27263 3 false true false FENTRESS ARCHITECTS 421 BROADWAY DENVER CO 80203 CONSULTING 187940 TASTE OF EXCELLENCE 16888 PEARL ROAD STRONGSVILLE OH 44136 CATERING 157343 WELLS FARGO INSURANCE SERVICES PO BOX 203417 DALLAS TX 75320 INSURANCE 146804 BROKAW INC 425 WEST LAKESIDE AVE CLEVELAND OH 44113 MARKETING 113924 PROJECT MANAGEMENT CONSULTANTS LLC 3900 KEY CENTER 127 PUBLIC SQUARE CLEVELAND OH 44114 CONSULTING 105089 7 500377 1026344 8296688 1376500 9823409 ADMISSIONS 900099 837709 837709 EDUCATION 611710 537617 537617 PROGRAM SALES 900099 529961 529961 PARKING 812930 128756 128756 2034043 697002 697002 0 0 188132 267328 -79196 0 -79196 -79196 10896019 9555497 1340522 1340522 1340522 60846 38740 22106 22106 0 116913 125690 -8777 -8777 0 13829109 1896510 -79196 2188386 0 0 0 0 627607 292776 334831 0 4840870 4096251 16967 727652 209807 165514 14286 30007 592736 497857 55873 39006 458123 310878 7029 140216 0 45232 45232 46500 46500 104521 76300 4181 24040 0 764629 211146 553483 1078616 820376 421 257819 276660 158647 68312 49701 529202 237995 55275 235932 0 0 771135 687775 21091 62269 358194 333374 8146 16674 0 0 0 0 643397 576857 13644 52896 144613 84133 36228 24252 TEMP EXHIBIT EXPENSES 426237 426237 SUPPLIES, SERVICES & OTHER 705548 570918 16728 117902 LAND PURCHASES 148300 148300 CATERING 251273 175633 10687 64953 13023200 9578191 1266859 2178150 7352 5887 1783662 1838179 553919 3033836 0 0 0 0 0 0 0 0 101208 0 325522 657266 27820543 16609493 11527539 11211050 56474928 62062619 49247551 51831414 0 0 0 0 23045986 25059157 143067667 155699408 1355379 847329 0 0 10872 0 0 0 0 0 0 0 0 0 0 0 0 0 1366251 847329 X 76513958 81375707 22239696 27352855 42947762 46123517 141701416 154852079 143067667 155699408 X 805909 12344754 X false true X true false X 4967800 4423288 5879183 5397183 9823409 30490863 0 0 4967800 4423288 5879183 5397183 9823409 30490863 3340049 27150814 1308646 999476 831541 1060211 715647 4915521 22187 22187 0 35428571 3403934 0.76635 0.70787 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104521 104521 12918679 13023200 801160 200290 786597 801160 1587757 2381636 133929 104521 238450 196649 200290 396939 595409 X X X 15 1581.00 2 1 true 1000.00 17581 true X X X false 101113397 1804415 12159409 5216820 109860401 105775439 475646 163501 5301189 101113397 92693749 929255 17586838 5434403 105775439 87478980 232457 10180620 5198308 92693749 118023326 56562 -25035099 5565809 87478980 0.61281 0.21845 0.16874 false false 21790330 11599326 10191004 3167941 2865839 302102 2862272 2144328 717944 11211050 HEDGE FUNDS 10459960 F ABSOLUTE RETURN 17357325 F OTHER ALTERNATIVE INVESTMENTS 24014129 F 51831414 INTEREST IN PERPETUAL TRUSTS 24380101 DEPOSITS 679056 25059157 0 0 X 25715302 12344754 306068 12650822 13064480 764629 764629 13829109 12564639 306068 306068 12258571 764629 764629 13023200 CONSERVATION EASEMENTS SCHEDULE D, PART II, LINE 9 Land Purchases: THE MUSEUM ROUTINELY PURCHASES LAND FOR CONSERVATION PURPOSES THROUGH ITS NATURAL AREAS PROGRAM. IN KEEPING WITH STANDARD MUSEUM PRACTICE, THESE EXPENDITURES ARE CHARGED AS EXPENSE IN THE STATEMENT OF ACTIVITIES AND ARE CARRIED AT NO VALUE IN THE STATEMENT OF FINANCIAL POSITION OF THE MUSEUM. POLICY: THE NATURAL AREAS PROGRAM BEGAN IN 1956 AND NOW CURRENTLY PROTECTS MORE THAN 5,000 ACRES (APPROXIMATELY 1,600 ACRES ARE UNDER EASEMENT, THE BALANCE IS OWNED OUTRIGHT). THE CENTER FOR CONSERVATION AND BIODIVERSITY UNITES THE MUSEUM'S CONSERVATION-RELATED ACTIVITIES TO FURTHER THE PROTECTION AND STEWARDSHIP OF THE REGION'S NATIVE BIODIVERSITY. THE CENTER CONDUCTS EXTENSIVE FIELDWORK, IDENTIFIES AND PROTECTS RARE NATURAL COMMUNITIES IN NORTHERN OHIO AND PROVIDES CONSERVATION INFORMATION TO THE COMMUNITY. AS A RESULT OF THE PROGRAMS BEING CONDUCTED RELATED TO THIS WORK - THE TEAM IS PERIODICALLY VISITING ALL OF THE SITES AND MONITORING, INSPECTING AND ENFORCING THE CONSERVATION EASEMENTS HELD BY THE MUSEUM. NATURAL HISTORY COLLECTIONS SCHEDULE D, PART III, LINE 1A IN KEEPING WITH STANDARD MUSEUM PRACTICE, EXPENDITURES FOR LAND AND OTHER COLLECTION ITEMS ACQUIRED IN CONNECTION WITH THE MUSEUM'S EXEMPT PURPOSE ARE CHARGED AS EXPENSE IN THE STATEMENTS OF ACTIVITIES AND ARE CARRIED AT NO VALUE ON THE STATEMENTS OF FINANCIAL POSITION OF THE MUSEUM. IN ADDITION, DONATIONS OF COLLECTION ITEMS ARE NOT RECOGNIZEd AS REVENUE OR EXPENSES IN THE FINANCIAL STATEMENTS. COLLECTIONS SCHEDULE D, PART III, LINE 4 THE MUSEUM'S COLLECTIONS INCLUDE LAND, ARTIFACTS, FOSSILS, ART, TAXIDERMY AND THE LARGEST MODERN HUMAN SKELETAL COLLECTION IN THE WORLD. THESE ASSETS PROVIDE THE BASIS FOR RESEARCH, EXPLORATION, EDUCATION AND EXHIBITION PROGRAMS OF THE MUSEUM. Use of Endowment Funds Schedule D, Part V, Line 4 THE MUSEUM'S ENDOWMENTS CONSIST OF NUMEROUS FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES, WHICH HAVE BEEN POOLED TOGETHER FOR INVESTMENT PURPOSES. THE ENDOWMENTS INCLUDE BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THROUGH THESE ENDOWMENTS THE MISSION OF THE MUSEUM IS ADVANCED BY SUPPORTING ESTABLISHED EDUCATIONAL PROGRAMS, EXHIBITIONS, STAFF SALARIES AND DEPARTMENTAL EXPENSES AS WELL AS THE GENERAL OPERATIONS OF THE MUSEUM. NET UNREALIZED GAINS ON INVESTMENTS SCHEDULE D, PART XI, LINE 2A UNREALIZED GAINS AND LOSSES PRESENTED ON LINE 2A INCLUDE INCOME AND LOSS FROM ASSETS HELD IN TRUST BY OTHERS, AS WELL AS UNREALIZED GAINS ON INVESTMENTS HELD BY THE MUSEUM. Other Reconciling Differences SCHEDULE D, PART XI & XII, LINES 2D RENTAL EXPENSES NETTED AGAINST INCOME $ 267,328 SPECIAL EVENT EXPENSES NETTED AGAINST INCOME 38,740 TOTAL $ 306,068 FIN 48 (ASC 740) Footnote Part X, Line 2 The Museum adopted the provisions of FASB ASC 740-10-25 (formerly FIN 48 "Accounting for Uncertainty in Income Taxes"), which prescribes a recognition threshold and a measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The amount recognized is measured as the amount of benefit that is greater than 50% likely of being realized upon ultimate settlement. The Museum recognizes interest and penalties accrued, if any, related to unrecognized tax uncertainties in income tax expense. The Museum determined that there are no material uncertain tax positions. The Museum files income tax returns in the United States and is subject to income tax examinations for its U.S. federal income taxes for the preceding three fiscal year ends and, in general, is subject to state and local income tax examinations for the preceding three to four years. TC Banquet 60846 60846 12977 25763 0 60846 60846 12977 25763 38740 22106 X X X X false false false false false false false false false Dr Evalyn Gates 247807 20000 149 0 0 267956 0 X 43 1668939 FMV false false false EXPLANATION OF FAMILY/BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 2 TRUSTEES: Betty Hollister & John B Hollister III, PhD (mother/son) FREDERICK G STUEBER & BETSY STUEBER (HUSBAND/WIFE) BARBARA BROWN & BARBARA WEBSTER (AUNT/NIECe) DAN MOORE & MARJORIE MOORE (HUSBAND/WIFE) DICKSON WHITNEY, SR & DICKSON WHITNEY, JR (FATHER/SON) STAFF: HARVEY WEBSTER & JESSICA WEBSTER (SON/GRANDDAUGHTER OF LIFE TRUSTEE, MRS. BARBARA B. WEBSTER) PROCESS USED TO REVIEW THE FORM 990 FORM 990, PART VI, LINE 11b Form 990 is reviewed by the CFO, Controller and Treasurer of the Board prior to filing. A copy of the Form 990 is provided to all Board Members. COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12c The Cleveland Museum of Natural History requires its staff, trustees and committee members to scrupulously avoid any conflict between THEIR respective personal, professional or business interests and interests of the Museum, in any and all actions taken by them on behalf of the Museum in their respective capacities. If any officer, director, staff member, or committee member of the museum has any direct or indirect interest in, or relationship with, any individual or organization that proposes to enter into any transaction with the Museum, including but not limited to the transactions listed below, such person shall give notice of such interest or relationship and shall thereafter refrain from discussing or voting on the particular transaction in which he/she has an interest, or otherwise attempting to exert any influence on the Museum, or its constituents to affect a decision to participate or not participate in such transaction. 1. the sale, purchase, lease or rental of any property or other asset 2. employment or rendition of services, personal or otherwise 3. the award of any grant, contract or subcontract 4. the investment or deposit of any funds of the museum This policy shall not be interpreted to change in any way the fiduciary duties imposed on a trustee by operation of statute and/or common law. This policy is signed annually by the appropriate parties and reviewed by the governance committee. DETERMINING COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES FORM 990, PART VI, LINE 15A & 15B Compensation is determined AND APPROVED by a compensation committee using competitive salary information for the same position at other organizations as well as salary surveys. INDEPENDENT cOMPARATive COMPENSATION INFORMATION IS ALSO OBTAINED fROM THIRD PARTY SOURCES. AVAILABILITY OF DOCUMENTS FOR PUBLIC INSPECTION FORM 990, PART VI, LINE 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.