FIELD MUSEUM OF NATURAL HISTORY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FIELD MUSEUM OF NATURAL HISTORY (EIN 36-2167011)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-13
IRS object ID
201303179349306510
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-13T18:41:06-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN381357951EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362167011EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FIELD MUSEUM OF NATURAL HISTORYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFIELNameControl
Phone3129229410Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 SOUTH LAKE SHORE DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code606052496ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJW CROFTName
TitleEXECUTIVE VICE PRESIDENTTitle
Phone3129229410Phone
Date Signed2013-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLU ANN TRAPPName
PTINP01506476PTIN
Phone3122071040Phone
Date Prepared2013-11-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRICHARD W LARIVIERENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11400 SOUTH LAKE SHORE DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code606052496ZIPCode
FieldValueIRS element (for citing)
Gross Receipts108743987GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FIELDMUSEUM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1893YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTHE MUSEUM IS AN INDEPENDENT CENTER OF LEARNING THAT ENGAGES IN RESEARCH AND PUBLIC EDUCATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body82NbrVotingMembersGoverningBody
Nbr Independent Voting Members73NbrIndependentVotingMembers
Total Nbr Employees742TotalNbrEmployees
Total Nbr Volunteers534TotalNbrVolunteers
Total Gross UBI4021146TotalGrossUBI
Net Unrelated Business Txbl Income705088NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year39965721ContributionsGrantsPriorYear
Contributions Grants Current Year37980639ContributionsGrantsCurrentYear
Program Service Revenue Prior Year22649046ProgramServiceRevenuePriorYear
Program Service Revenue CY23595095ProgramServiceRevenueCY
Investment Income Prior Year11563245InvestmentIncomePriorYear
Investment Income Current Year9936690InvestmentIncomeCurrentYear
Other Revenue Prior Year3304557OtherRevenuePriorYear
Other Revenue Current Year2842542OtherRevenueCurrentYear
Total Revenue Prior Year77482569TotalRevenuePriorYear
Total Revenue Current Year74354966TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year426368GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY698866GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year29415604SalariesEtcPriorYear
Salaries Etc Current Year29868981SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year89139TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY61916TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year4029327TotalFundrsngExpCurrentYear
Other Expense Prior Year45625902OtherExpensePriorYear
Other Expenses Current Year44554211OtherExpensesCurrentYear
Total Expenses Prior Year75557013TotalExpensesPriorYear
Total Expenses Current Year75183974TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1925556RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-829008RevenuesLessExpensesCY
Total Assets BOY566734888TotalAssetsBOY
Total Assets EOY594427236TotalAssetsEOY
Total Liabilities BOY227533352TotalLiabilitiesBOY
Total Liabilities EOY230547218TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY339201536NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY363880018NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE FIELD MUSEUM IS AN EDUCATIONAL INSTITUTION CONCERNED WITH THE DIVERSITY AND RELATIONSHIPS IN NATURE AND AMONG CULTURES. IT PROVIDES COLLECTION-BASED RESEARCH AND LEARNING FOR GREATER PUBLIC UNDERSTANDING AND APPRECIATION OF THE WORLD IN WHICH WE LIVE. ITS COLLECTIONS, PUBLIC LEARNING PROGRAMS, AND RESEARCH ARE INSEPARABLY LINKED TO SERVE A DIVERSE PUBLIC OF VARIED AGES, BACKGROUNDS AND KNOWLEDGE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense27276153Expense
Grants692635Grants
DescriptionRESEARCH AND COLLECTIONS: THE MUSEUM'S COLLECTIONS ARE THE ESSENCE OF THE MUSEUM. THEY TRACE THE HISTORY OF THE EARTH FROM ITS FORMATION THROUGH THE EVOLUTIONARY WAVES OF PLANT AND ANIMAL LIFE TO THE DEVELOPMENT AND EXPRESSION OF DIVERSE HUMAN CULTURES. THE COLLECTIONS AMOUNT TO OVER 24,000,000 NATURAL OBJECTS AND MAN-MADE ARTIFACTS SPANNING THE MUSEUM'S FOUR DISCIPLINES - ANTHROPOLOGY, BOTANY, GEOLOGY, AND ZOOLOGYDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense12810265Expense
Grants6231Grants
Revenue13185359Revenue
DescriptionPUBLIC PROGRAMS: THE MUSEUM DEVOTES MORE THAN HALF OF ITS TOTAL 1,300,000 SQUARE FEET OF SPACE TO EXHIBITIONS AND OTHER PUBLIC PROGRAMS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense7103410Expense
DescriptionMUSEUM SERVICES: MUSEUM SERVICES PROVIDE SUPPORT AND MAINTENANCE FOR THE PUBLIC PROGRAMS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense16691391Expense
Revenue10092063Revenue
DescriptionINSTITUTIONAL ADVANCEMENT, PUBLIC SERVICES, BUSINESS ENTERPRISES, EDUCATION AND LIBRARY.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp16691391TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev10092063TotalOfOtherProgramServiceRev
Total Program Service Expense63881219TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096152NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees742NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members82NbrVotingGoverningBodyMembers
Number Independent Voting Members73NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JW CROFTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3126657240TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11400 S LAKESHORE DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code606052496ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (91 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
NORMAN R BOBINS
VICE CHAIRMAN, EXTERNAL AFFAIRS3.000.00XX000
JOHN A CANNING JR
IMMEDIATE PAST CHAIRMAN3.000.00XX000
DR RICHARD A CHAIFETZ
VICE CHAIRMAN, PENSION3.000.00XX000
MICHAEL W FERRO JR
VICE CHAIRMAN, GOVERNANCE3.000.00XX000
JAMES S FRANK
VICE CHAIRMAN, FACILITIES3.000.00XX000
MARSHALL B FRONT
VICE CHAIRMAN, INVESTMENT3.000.00XX000
WILBUR H GANTZ III
VICE CHAIRMAN, SCIENCE3.000.00XX000
WILLIAM C KUNKLER III
VICE CHAIRMAN, DEVELOPMENT3.000.00XX000
BOBBY MEHTA
VICE CHAIRMAN, PUBLIC PROGRAMS3.000.00XX000
JAMES J O'CONNOR JR
VICE CHAIRMAN, TECHNOLOGY3.000.00XX000
PETER B POND
VICE CHAIRMAN, FINANCE3.000.00XX000
JB PRITZKER
VICE CHAIRMAN, BUDGET3.000.00XX000
JOHN W ROWE
CHAIRMAN OF THE BOARD3.000.00XX000
NYDIA SEARLE
SECRETARY3.000.00XX000
KELLY R WELSH
VICE CHAIRMAN, AUDIT3.000.00XX000
LINDA S WOLF
VICE CHAIRMAN, MARKETING3.000.00XX000
RICHARD W LARIVIERE
PRESIDENT & CEO (SEE SCHED O)35.000.00XX32684208777
JOHN W MCCARTER JR
PRES & CEO/PRES EMERITUS(SEE SCHED O)35.001.00XX540734034587
WENDY M ABRAMS
BOARD MEMBER1.000.00X000
JAMES L ALEXANDER
BOARD MEMBER1.000.00X000
ANTHONY K ANDERSON
BOARD MEMBER1.000.00X000
SUSAN M BENTON
BOARD MEMBER1.000.00X000
TOM BERNARDIN
BOARD MEMBER1.000.00X000
HOWARD B BERNICK
BOARD MEMBER1.000.00X000
JEAN-CLAUDE BRIZARD
BOARD MEMBER1.000.00X000
JOHN L BUCKSBAUM
BOARD MEMBER1.000.00X000
GREGORY C CASE
BOARD MEMBER1.000.00X000
RICHARD W COLBURN
BOARD MEMBER1.000.00X000
KENNETH W COQUILLETTE
BOARD MEMBER1.000.00X000
ROBERT W CRAWFORD JR
BOARD MEMBER1.000.00X000
LOUIS T DELGADO
BOARD MEMBER1.000.00X000
ROGER K DEROMEDI
BOARD MEMBER1.000.00X000
RICHARD ELDEN
BOARD MEMBER1.000.00X000
JAMEE C FIELD
BOARD MEMBER1.000.00X000
MARSHALL FIELD
BOARD MEMBER1.000.00X000
JANICE L FIELDS
BOARD MEMBER1.000.00X000
MICHAEL E FLANNERY
BOARD MEMBER1.000.00X000
J ERIK FYRWALD
BOARD MEMBER1.000.00X000
RONALD J GIDWITZ
BOARD MEMBER1.000.00X000
RUTH ANN M GILLIS
BOARD MEMBER1.000.00X000
SUE LING GIN
BOARD MEMBER1.000.00X000
ROBERT H GORDON
BOARD MEMBER1.000.00X000
ANTONIO J GRACIAS
BOARD MEMBER1.000.00X000
JACK M GREENBERG
BOARD MEMBER1.000.00X000
JUDY GREFFIN
BOARD MEMBER1.000.00X000
LEWIS S GRUBER
BOARD MEMBER1.000.00X000
ADNAAN HAMID
BOARD MEMBER1.000.00X000
DAVID G HERRO
BOARD MEMBER1.000.00X000
DAVID D HILLER
BOARD MEMBER1.000.00X000
MELLODY L HOBSON
BOARD MEMBER1.000.00X000
TODD KAPLAN
BOARD MEMBER1.000.00X000
BRYANT L KEIL
BOARD MEMBER1.000.00X000
MICHAEL L KEISER
BOARD MEMBER1.000.00X000
CONSTANCE T KELLER
BOARD MEMBER1.000.00X000
RICHARD L KEYSER
BOARD MEMBER1.000.00X000
RANDOLPH R KURTZ
BOARD MEMBER1.000.00X000
DIANE VON SCHLEGELL LEVY
BOARD MEMBER1.000.00X000
TIMOTHY J MCCARTY
BOARD MEMBER1.000.00X000
W JAMES MCNERNEY JR
BOARD MEMBER1.000.00X000
CLARE MUNANA
BOARD MEMBER1.000.00X000
NEIL S NOVICH
BOARD MEMBER1.000.00X000
DAVID C PARRY
BOARD MEMBER1.000.00X000
AURIE A PENNICK
BOARD MEMBER1.000.00X000
M JUDE REYES
BOARD MEMBER1.000.00X000
LARRY D RICHMAN
BOARD MEMBER1.000.00X000
THOMAS S RICKETTS
BOARD MEMBER1.000.00X000
PATRICK G RYAN JR
BOARD MEMBER1.000.00X000
MICHAEL J SACKS
BOARD MEMBER1.000.00X000
JAI SHEKHAWAT
BOARD MEMBER1.000.00X000
ALEJANDRO SILVA
BOARD MEMBER1.000.00X000
ADELE S SIMMONS
BOARD MEMBER1.000.00X000
MATTHEW K SIMON
BOARD MEMBER1.000.00X000
MAUREEN DWYER SMITH
BOARD MEMBER1.000.00X000
MICHAEL TANG
BOARD MEMBER1.000.00X000
MARK TEBBE
BOARD MEMBER1.000.00X000
GLENN F TILTON
BOARD MEMBER1.000.00X000
DAVID M TOLMIE
BOARD MEMBER1.000.00X000
EVERETT S WARD
BOARD MEMBER1.000.00X000
LAURA S WASHINGTON
BOARD MEMBER1.000.00X000
GREGORY D WASSON
BOARD MEMBER1.000.00X000
MILES D WHITE
BOARD MEMBER1.000.00X000
W ROCKWELL WIRTZ
BOARD MEMBER1.000.00X000
PATRICK WOOD-PRINCE
BOARD MEMBER1.000.00X000
JW CROFT
EXECUTIVE VICE PRESIDENT35.001.00X300148028304
R L GRANDE
SR VP COLLECTIONS & RESEARCH35.000.00201812022459X
LAURA SADLER
SENIOR VP, PUBLIC MUSEUM35.000.00192964017480X
ROBERT MARTIN
CURATOR35.000.00209880018230X
JOSEPH BRENNAN
VP TECH AND GENERAL COUNSEL35.000.00191324022761X
OLIVIER RIEPPEL
CURATOR35.000.00174753016658X
DEBRA MOSKOVITS
SR VICE PRESIDENT ECCO35.000.00164833012204X
SHAWN VANDERZIEL
VP ADMINISTRATION35.000.00156980011850X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2460270TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation193310TotalOtherCompensation
Number Individuals GT100 K24NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
PATH CONSTRUCTION COMPANY INC
3550 WEST SALT CREEK LANEARLINGTONIL60005CONSTRUCTION2702946
OMD USA LLC
PO BOX 533202CHARLOTTENC28290ADVERTISING1445223
SUPERIOR MECHANICAL SYSTEMS
7515 SANTA FE DRIVEHODGKINSIL60525CONSTRUCTION1192572
CATH ASSOCIATES INC
2401 MAIN STREETEVANSTONIL60202CONSTRUCTION911975
DDB
PO BOX 92244CHICAGOIL60675ADVERTISING593985
FieldValueIRS element (for citing)
Number Of Contractors GT100 K33NumberOfContractorsGT100K
Fundraising Events1241623FundraisingEvents
Government Grants11360648GovernmentGrants
All Other Contributions25378368AllOtherContributions
Noncash Contributions3348907NoncashContributions
Total Contributions37980639TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
ADMISSIONS9000991110345311103453
EVENT INCOME90009935957843125333283251
MEMBERSHIP DUES90009931120433112043
TRAVELING EXHIBITS90009920819062081906
3D THEATER TICKET SALES90009911228331122833

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2579076TotalRevenueColumn
Related Or Exempt Function Income2579076RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue23595095TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column4252737TotalRevenueColumn
Unrelated Business Revenue77648UnrelatedBusinessRevenue
Exclusion$4,175,089ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column414419TotalRevenueColumn
Exclusion$414,419ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real40000Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real40000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column40000TotalRevenueColumn
Exclusion$40,000ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities37616195Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities31932242Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities5683953Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column5683953TotalRevenueColumn
Exclusion$5,683,953ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events248462GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1241623CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses449871FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-201409TotalRevenueColumn
Exclusion-$201,409ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory4596440GrossSalesOfInventory
Cost Of Goods Sold2006908CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2589532TotalRevenueColumn
Related Or Exempt Function Income1929285RelatedOrExemptFunctionIncome
Unrelated Business Revenue660247UnrelatedBusinessRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column74354966TotalRevenueColumn
Related Or Exempt Function Income22241129RelatedOrExemptFunctionIncome
Unrelated Business Revenue4021146UnrelatedBusinessRevenue
Exclusion$10,112,052ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total296705Total
Program Services296705ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total261861Total
Program Services261861ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total140300Total
Program Services140300ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1479871Total
Program Services452288ProgramServices
Management And General534836ManagementAndGeneral
Fundraising492747Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total19727121Total
Program Services16787231ProgramServices
Management And General1106850ManagementAndGeneral
Fundraising1833040Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1157410Total
Program Services971909ProgramServices
Management And General76050ManagementAndGeneral
Fundraising109451Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5755003Total
Program Services4891753ProgramServices
Management And General345300ManagementAndGeneral
Fundraising517950Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1749576Total
Program Services1469166ProgramServices
Management And General114960ManagementAndGeneral
Fundraising165450Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total409212Total
Program Services50183ProgramServices
Management And General344291ManagementAndGeneral
Fundraising14738Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total153042Total
Management And General153042ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total60000Total
Management And General60000ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total61916Total
Fundraising61916Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total834110Total
Management And General834110ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8580064Total
Program Services7688097ProgramServices
Management And General449073ManagementAndGeneral
Fundraising442894Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2137897Total
Program Services2134482ProgramServices
Management And General3415ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6624864Total
Program Services4718463ProgramServices
Management And General1716647ManagementAndGeneral
Fundraising189754Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total924895Total
Program Services759885ProgramServices
Management And General165010ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total113440Total
Program Services113440ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8611647Total
Program Services8256451ProgramServices
Management And General295830ManagementAndGeneral
Fundraising59366Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3046300Total
Program Services2708072ProgramServices
Management And General294103ManagementAndGeneral
Fundraising44125Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total9621Total
Management And General9621ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12492282Total
Program Services12180933ProgramServices
Management And General213453ManagementAndGeneral
Fundraising97896Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total243092Total
Management And General243092ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUNRELATED BUSINESS INCODescription
Total313745Total
Management And General313745ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total75183974Total
Program Services63881219ProgramServices
Management And General7273428ManagementAndGeneral
Fundraising4029327Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1286999BOY
EOY847201EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7935972BOY
EOY17316378EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY12283275BOY
EOY14202610EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2965572BOY
EOY5775674EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1513224BOY
EOY1590794EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis417452578LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec158494788LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY260508088BOY
EOY258957790EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY145133752BOY
EOY168600263EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY130993307BOY
EOY121952394EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4114699BOY
EOY5184132EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY566734888BOY
EOY594427236EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7209572BOY
EOY7929772EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5106586BOY
EOY6254403EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY167000000BOY
EOY167000000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY4550000BOY
EOY5000000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY43667194BOY
EOY44363043EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY227533352BOY
EOY230547218EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY195563056BOY
EOY204225295EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY70539940BOY
EOY74977188EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY73098540BOY
EOY84677535EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY339201536BOY
EOY363880018EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY566734888BOY
EOY594427236EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-829008ReconcilationRevenueExpenses
Reconciliation Unrealized Invest27180686ReconciliationUnrealizedInvest
Reconcilation Other Changes-1673196ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years51103618CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31207714CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years25679446CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year36609705CurrentTaxYearMinus1Year
Current Tax Year35500504CurrentTaxYear
Total180100987Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7011000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6238468CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5853762CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6276236CurrentTaxYearMinus1Year
Current Tax Year5592178CurrentTaxYear
Total30971644Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years58114618CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years37446182CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31533208CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42885941CurrentTaxYearMinus1Year
Current Tax Year41092682CurrentTaxYear
Total211072631Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5374724AmountsSubstContributorsTotal
Public Support Total170205697907PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4697800CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6006331CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3624304CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4024427CurrentTaxYearMinus1Year
Current Tax Year4707156CurrentTaxYear
Total23060018Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years153781CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years660376CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years723912CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year734497CurrentTaxYearMinus1Year
Current Tax Year705088CurrentTaxYear
Total2977654Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years814849CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years584520CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year464548CurrentTaxYearMinus1Year
Current Tax Year266743CurrentTaxYear
Total2130660Total
FieldValueIRS element (for citing)
Total Support239240963TotalSupport
Gross Receipts From Admissions Etc112817032GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.85980PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83680PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$71,485DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB71485TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationTHE MUSEUM DEVOTED AN INSUBSTANTIAL PART OF ITS ACTIVITIES TO MONITORING AND COMMUNICATING WITH THE FEDERAL AND STATE LEGISLATURES IN AN EFFORT TO FURTHER LEGISLATION WHICH MIGHT BENEFIT THE MUSEUM. IN ADDITION TO MINIMAL EMPLOYEE TIME ALLOCATED TO LOBBYING, AN OUTSIDE CONSULTING FIRM WAS PAID $60,000 FOR THEIR SERVICES IN SUPPORT OF THESE ACTIVITIES IN 2012. THE CONSULTING FIRM PROVIDES STRATEGIC COUNSEL TO THE MUSEUM REGARDING RELATIONS MATTERS AND PROVIDES PROFESSIONAL STAFF TO CARRY OUT GOVERNMENT FUNCTIONS IN WASHINGTON, D.C.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance274221882BeginningOfYearBalance
Contributions4772738Contributions
Investment Earnings Or Losses35343073InvestmentEarningsOrLosses
Other Expenditures14300000OtherExpenditures
Administrative Expenses834110AdministrativeExpenses
End Of Year Balance299203583EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance300540857BeginningOfYearBalance
Contributions3708392Contributions
Investment Earnings Or Losses-3207966InvestmentEarningsOrLosses
Other Expenditures26000000OtherExpenditures
Administrative Expenses819401AdministrativeExpenses
End Of Year Balance274221882EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance275936197BeginningOfYearBalance
Contributions6908166Contributions
Investment Earnings Or Losses32449462InvestmentEarningsOrLosses
Other Expenditures14000000OtherExpenditures
Administrative Expenses752968AdministrativeExpenses
End Of Year Balance300540857EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance225214934BeginningOfYearBalance
Contributions3787092Contributions
Investment Earnings Or Losses59646630InvestmentEarningsOrLosses
Other Expenditures12000000OtherExpenditures
Administrative Expenses712459AdministrativeExpenses
End Of Year Balance275936197EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance328385760BeginningOfYearBalance
Contributions11574474Contributions
Investment Earnings Or Losses-98502009InvestmentEarningsOrLosses
Other Expenditures15428659OtherExpenditures
Administrative Expenses814632AdministrativeExpenses
End Of Year Balance225214934EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.60400BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.25100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.14500TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis298556718OtherCostOrOtherBasis
Depreciation95348821Depreciation
Book Value203207897BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis96562721OtherCostOrOtherBasis
Depreciation48023921Depreciation
Book Value48538800BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis20116381OtherCostOrOtherBasis
Depreciation15122046Depreciation
Book Value4994335BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2216758OtherCostOrOtherBasis
Book Value2216758BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings258957790TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITY SECURITY FUNDS11544519F
FIXED INCOME SECURITIES FUNDS12851272F
HEDGED EQUITY FUNDS29776224F
ABSOLUTE RETURN FUNDS65625661F
LIMITED PARTNERSHIP2154718F
FieldValueIRS element (for citing)
Total Of Book Value Securities121952394TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ASSET RETIREMENT OBLIGATION$8,950,389
ACCRUED PENSION COSTS$9,723,952
INTEREST RATE SWAP$25,688,702
FieldValueIRS element (for citing)
Total Of Amounts44363043TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt103275076TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments27180686NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities116755DonatedSrvcAndUseOfFacilities
Other Revenues2456779OtherRevenues
Revenue Not Rptd F99029754220RevenueNotRptdF990
Revenue Subtotal73520856RevenueSubtotal
Investment Expenses Not Included834110InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt834110RevenueNotRptdOnFinStmt
Total Revenue Per Form99074354966TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt78596594TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities116755DonatedServicesUseOfFacilities
Other Expenses Included4129975OtherExpensesIncluded
Expenses Not Rptd F9904246730ExpensesNotRptdF990
Expenses Subtotal74349864ExpensesSubtotal
Investment Expenses Not Included2834110InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt834110ExpensesNotRptdOnFinStmt
Total Expenses Per Form99075183974TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART III, LINE 1A:THE MUSEUM'S COLLECTIONS ARE MADE UP OF OBJECTS OF HISTORICAL, CULTURAL OR SCIENTIFIC SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING ITS EXISTENCE AND ASSESSING ITS CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE DEPOSITED IN THE ENDOWMENT, WITH EARNINGS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR PROVIDE FOR THE DIRECT CARE OF EXISTING COLLECTIONS. IN ACCORDANCE WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF OBJECTS IN THE COLLECTIONS IS EXCLUDED FROM THE FINANCIAL STATEMENTS; COLLECTIONS ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS AT A NOMINAL VALUE OF $1. SUCH COLLECTIONS HAVE BEEN ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN NET ASSETS. THERE WERE NO SALES OF COLLECTION ITEMS IN 2012. DURING 2011, THE MUSEUM SOLD COLLECTION ITEMS FOR $3,825,000. IN ACCORDANCE WITH MUSEUM POLICY, THE PROCEEDS WILL BE USED FOR FUTURE COLLECTION ACQUISITION OR COLLECTION CARE.
PART III, LINE 4:THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL, CULTURAL, OR SCIENTIFIC SIGNIFICANCE. A PORTION OF THE COLLECTION IS FEATURED IN THE MUSEUM'S GENERAL COLLECTION WHICH IS OPEN FOR PUBLIC EXHIBITION. THE COLLECTION IS ALSO USED FOR ADVANCED SCIENTIFIC STUDY AND SCHOLARLY RESEARCH. THROUGH EXHIBITION AND STUDY, THE MUSEUM ACTS AS AN INDEPENDENT CENTER OF LEARNING FOCUSED ON DIVERSITY IN THE WORLD'S PHYSICAL ENVIRONMENTS AND CULTURES IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE
PART V, LINE 4:THE ASSETS OF THE ENDOWMENT FUNDS SHALL BE INVESTED TO OBTAIN THE GREATEST "TOTAL RETURN" COMMENSURATE WITH THE RISKS DEEMED APPROPRIATE PURSUANT TO THE PROVISIONS OF THE INVESTMENT POLICY. THE PRIMARY OBJECTIVES OF THE MANAGEMENT OF THE ENDOWMENT FUNDS ARE TO 1) ACHIEVE LONG-TERM GROWTH THROUGH CAPITAL APPRECIATION AS WELL AS INCOME AND 2) PRESERVE THE PURCHASING POWER OF THE ASSETS OF THE ENDOWMENT FUND BY OBTAINING A "REAL RETURN" EQUAL TO OR IN EXCESS OF NORMAL ANNUAL SPENDING-ENDOWMENT WITHDRAWALS TO SUPPORT THE MUSEUM.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2:THE MUSEUM IS EXEMPT FROM INCOME TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A COMPARABLE STATE OF ILLINOIS STATUTE. HOWEVER, THE MUSEUM DOES HAVE A NOMINAL TAX EXPENSE DUE TO BUSINESS ACTIVITIES UNRELATED TO ITS EXEMPT MISSION. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TAX YEARS ENDED 2009, 2010 AND 2011 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. THE MUSEUM HAS A POLICY TO RECORD INTEREST AND PENALTIES (IF ANY) RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE MUSEUM HAS DETERMINED THAT ITS TAX POSITIONS SATISFY THE MORE LIKELY THAN NOT CRITERION. FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011, NO INTEREST AND PENALTIES WERE RECORDED.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
SPECIAL EVENTS EXPENSES 449,871. COST OF GOODS SOLD 2,006,908.PART XI, LINE 2D - OTHER ADJUSTMENTS:
SPECIAL EVENTS EXPENSES 449,871. COST OF GOODS SOLD 2,006,908. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 1,673,196.PART XII, LINE 2D - OTHER ADJUSTMENTS:

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (18 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCOLLECTIONS & RESEARCH200722
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESCOLLECTIONS & RESEARCH380014
NORTH AMERICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH89039
SOUTH AMERICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH1430809
SUB-SAHARAN AFRICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH469626
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCOLLECTIONS & RESEARCH21951
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH50457
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESPUBLIC PROGRAMS1257
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESPUBLIC PROGRAMS24853
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESPUBLIC PROGRAMS175293
NORTH AMERICA00PROGRAM SERVICESPUBLIC PROGRAMS107845
SUB-SAHARAN AFRICA00GRANTMAKINGSTIPEND FOR RESEARCH80364
EAST ASIA AND THE PACIFIC00GRANTMAKINGSTIPEND FOR RESEARCH17898
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKINGSTIPEND FOR RESEARCH6010
NORTH AMERICA00GRANTMAKINGSTIPEND FOR RESEARCH2390
RUSSIA & THE NEWLY INDEPENDENT STATES00GRANTMAKINGSTIPEND FOR RESEARCH19428
SOUTH AMERICA00GRANTMAKINGSTIPEND FOR RESEARCH14210
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS85356052
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent2643875SubtotalAmountSpent
Cont Amount Spent85804343ContAmountSpent
Total Amount Spent88448218TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SUB-SAHARAN AFRICASTIPEND FOR RESEARCH13672WIRE
SUB-SAHARAN AFRICASTIPEND FOR RESEARCH6180WIRE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
STIPEND FOR RESEARCHEAST ASIA AND THE PACIFIC16000CHECK
STIPEND FOR RESEARCHRUSSIA & THE NEWLY INDEPENDENT STATES119428CHECK
STIPEND FOR RESEARCHSUB-SAHARAN AFRICA538364WIRE
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: STAFF MAKE VISITS TO MONITOR WORK BEING DONE OUTSIDE THE UNITED STATES AND REPORT ON THE STATUS OF THE GRANTS.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1SD&A TELESERVICESBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15757 W CENTURY BLVD SUITE 300AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90045ZIPCode
FieldValueIRS element (for citing)
ActivityTELEPHONE SOLICITATIONActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts86977GrossReceipts
Amount Retained By Contractor61916AmountRetainedByContractor
Net To Organization25061NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts86977TotalGrossReceipts
Total Retained By Contractors61916TotalRetainedByContractors
Total Net To Organization25061TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesGALicensedStates
Licensed StatesINLicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMNLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesNJLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WOMEN'S BOARD EVENTNameOfEvent1
Gross Receipts Event11319934GrossReceiptsEvent1
Charitable Contributions Event11119107CharitableContributionsEvent1
Gross Revenue Event1200827GrossRevenueEvent1
Other Direct Expenses Event1362557OtherDirectExpensesEvent1
Name Of Event2PRESIDENT'S LEADERSHIP COUNCILNameOfEvent2
Gross Receipts Event280201GrossReceiptsEvent2
Charitable Contributions Event258846CharitableContributionsEvent2
Gross Revenue Event221355GrossRevenueEvent2
Other Direct Expenses Event241622OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events89950GrossReceiptsOtherEvents
Charitable Contrib Other Events63670CharitableContribOtherEvents
Gross Revenue Other Events26280GrossRevenueOtherEvents
Other Direct Expenses Other Events45692OtherDirectExpensesOtherEvents
Gross Receipts Total1490085GrossReceiptsTotal
Charitable Contributions Total1241623CharitableContributionsTotal
Gross Revenue Total Events248462GrossRevenueTotalEvents
Other Direct Expenses Total Events449871OtherDirectExpensesTotalEvents
Direct Expense Summary Events449871DirectExpenseSummaryEvents
Net Income Summary-201409NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
UNIVERSITY OF ILLINOIS
601 S MORGANCHICAGOIL60607376000511501(C)(3)34358STIPEND FOR STUDENT RESEARCH WORK
THE ART INSTITUTE OF CHICAGO
37 SOUTH WABASHCHICAGOIL60603362167725501(C)(3)6321STIPEND FOR STUDENT RESEARCH WORK
VON BRAUN CENTER FOR SCIENCE AND INNOVATION
320 SPARKMAN DRIVEHUNTSVILLEAL35805205508033501(C)(3)250000STIPEND FOR RESEARCH WORK
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSTIPENDS FOR RESEARCH AND COLLECTIONSTypeOfGrant
Number Of Recipients98NumberOfRecipients
Amount Of Cash Grant261861AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: A DEPARTMENT ADMINISTRATOR REVIEWS ALL OF THE REQUESTS FOR PAYMENTS AND SIGNS OFF ON THE REQUEST BEFORE PAYMENT IS ISSUED.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception1InitialContractException
Rebuttable Presumption Procedure1RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
RICHARD W LARIVIERE
PRESIDENT & CEO (SEE SCHED O)22684200010000000087770335619000
JOHN W MCCARTER JR
PRES & CEO/PRES EMERITUS(SEE SCHED O3465000001942340342410346057532101942340
JW CROFT
EXECUTIVE VICE PRESIDENT3001480000019540087640328452000
R L GRANDE
SR VP COLLECTIONS & RESEARCH2018120000091020133570224271000
LAURA SADLER
SENIOR VP, PUBLIC MUSEUM192964000008703087770210444000
ROBERT MARTIN
CURATOR209880000009466087640228110000
JOSEPH BRENNAN
VP TECH AND GENERAL COUNSEL1913240000086290141320214085000
OLIVIER RIEPPEL
CURATOR1647530100000007881087770191411000
DEBRA MOSKOVITS
SR VICE PRESIDENT ECCO164833000007434047700177037000
SHAWN VANDERZIEL
VP ADMINISTRATION156980000007080047700168830000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1ATHE PRESIDENT AND EXECUTIVE VICE PRESIDENT RECEIVED SOCIAL CLUB DUES. THE PURPOSE OF THE SOCIAL CLUB DUES ARE FOR BUSINESS USES RELATED TO ENTERAINING GUESTS, FUNDRAISING, AND NETWORKING. THE MUSEUM ALSO PROVIDES TRAVEL FOR COMPANIONS ON SELECT BUSINESS TRIPS WHERE THERE IS A BUSINESS PURPOSE FOR THE SPOUSE'S TRAVEL. IN 2012, THE PRESIDENT EMERITUS RECEIVED TAXABLE COMPENSATION IN THE FORM OF A GROSSED UP PAYMENT FOR FUTURE CLUB DUES.
PART I, LINE 4BTHE ONLY MUSEUM EMPLOYEE TO PARTICIPATE IN THE MUSEUM'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IS JOHN W. MCCARTER, JR. MR. MCCARTER RECEIVED A DISTRIBUTION OF $62,275.68 FROM THE NONQUALIFED RETIREMENT PLAN IN CALENDAR YEAR 2012.
PART I, LINE 8- FOR 2012, THE NEW PRESIDENT AND CEO'S BASE COMPENSATION AND RELOCATION ALLOWANCE WERE PAID PURSUANT TO AN INITIAL CONTRACT AS DEFINED IN REGS. SECTION 53.4958-4(A)(3)
PART IIISCHEDULE J, PART II, COLUMN B(III) - OTHER REPORTABLE COMPENSATION RICHARD W. LARIVIERE'S 2012 W-2 COMPENSATION INCLUDES A ONE-TIME TAXABLE RELOCATION ALLOWANCE OF $100,000. PER THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT, THIS ONE-TIME RELOCATION ALLOWANCE WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES TO ASSIST WITH COSTS RELATED TO RELOCATING TO CHICAGO FOR THE PRESIDENT & CEO POSITION. JOHN W. MCCARTER'S 2012 W-2 COMPENSATION INCLUDES $194,234 OF PREVIOUSLY ACCRUED COMPENSATION. PER THE RETIRING CEO & PRESIDENT'S EMPLOYMENT AGREEMENT, A PAID SABBATICAL APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES STARTED ON 10/1/2012. THIS EXPENSE WAS FULLY ACCRUED AS OF 12/31/2011 AND REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR'S 990. THIS SABBATICAL IS IN RECOGNITION OF THE RETIRING CEO & PRESIDENT'S 16 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
JOHN W ROWE
TRUSTEE OF THE MUSEUM AND CHAIRMAN EMERITUS, EXELON CORPORATION1339843THE MUSEUM PURCHASES ELECTRICAL SERVICES FROM A SUBSIDIARY OF EXELON CORPORATION AT MARKET RATES AND THE DELIVERY OF THE ELECTRICAL SERVICES FROM COMMONWEALTH EDISON AT REGULATED RATES.0
RUTH ANN M GILLIS
TRUSTEE OF THE MUSEUM AND EXEC VP & CHIEF ADMIN OFFICER, EXELON CORPORATION1339843THE MUSEUM PURCHASES ELECTRICAL SERVICES FROM A SUBSIDIARY OF EXELON CORPORATION AT MARKET RATES AND THE DELIVERY OF THE ELECTRICAL SERVICES FROM COMMONWEALTH EDISON AT REGULATED RATES.0
KELLY R WELSH
TRUSTEE OF THE MUSEUM AND EXEC VP & GEN COUNS OF NORTHERN TRUST599321NORTHERN TRUST PROVIDES FINANCIAL SERVICES TO THE FIELD MUSEUM. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0
GLENN F TILTON
TRUSTEE OF THE MUSEUM AND MIDWEST CHAIRMAN AT JP MORGAN3612111JP MORGAN PROVIDES FINANCIAL SERVICES TO THE MUSEUM RELATED TO THE MUSEUM'S OUTSTANDING BONDS. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0
WILLIAM C KUNKLER III
TRUSTEE OF THE MUSEUM AND WIFE IS A DIRECTOR AT NORTHERN TRUST.599321NORTHERN TRUST PROVIDES FINANCIAL SERVICES TO THE FIELD MUSEUM. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0
JOHN A CANNING JR
TRUSTEE OF THE MUSEUM AND BOARD MEMBER AT EXELON1339843THE MUSEUM PURCHASES ELECTRICAL SERVICES FROM A SUBSIDIARY OF EXELON CORPORATION AT MARKET RATES AND THE DELIVERY OF THE ELECTRICAL SERVICES FROM COMMONWEALTH EDISON AT REGULATED RATES.0
SUE LING GIN
TRUSTEE OF THE MUSEUM AND BOARD MEMBER AT EXELON1339843THE MUSEUM PURCHASES ELECTRICAL SERVICES FROM A SUBSIDIARY OF EXELON CORPORATION AT MARKET RATES AND THE DELIVERY OF THE ELECTRICAL SERVICES FROM COMMONWEALTH EDISON AT REGULATED RATES.0
ANTHONY K ANDERSON
TRUSTEE OF THE MUSEUM AND BOARD MEMBER AT EXELON1339843THE MUSEUM PURCHASES ELECTRICAL SERVICES FROM A SUBSIDIARY OF EXELON CORPORATION AT MARKET RATES AND THE DELIVERY OF THE ELECTRICAL SERVICES FROM COMMONWEALTH EDISON AT REGULATED RATES.0
JOHN W ROWE
TRUSTEE OF THE MUSEUM AND DIRECTOR AT NORTHERN TRUST599321NORTHERN TRUST PROVIDES FINANCIAL SERVICES TO THE FIELD MUSEUM. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions37NumberOfContributions
Noncash Contribs Rptd F9902193610NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions54NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Archaeological Artifacts ArchaeologicalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XAIRLINE MILES171500COST/SELLING PRICE
XSOFTWARE11083797FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
THIRD PARTY USE:PART I, LINE 32B:THE STOCK GIFTS GO INTO THE MUSEUM'S ACCOUNT AT NORTHERN TRUST, AND THEN NORTHERN TRUST SELLS THE STOCK ON BEHALF OF THE MUSEUM THE DAY AFTER THE RECEIPT. NORTHERN TRUST DEPOSITS PROCEEDS FROM THE SALE OF SECURITIES INTO THE MUSEUM'S ACCOUNT.
NON REPORTING OF REVENUE:PART I, LINE 33:THE MUSEUM DOES NOT REPORT CONTRIBUTIONS OF COLLECTION ITEMS AS REVENUE AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER SFAS 116.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2BOARD OF TRUSTEES MEMBER JAMEE C. FIELD HAS A FAMILY RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER MARSHALL FIELD BOARD OF TRUSTEES MEMBER AURIE A. PENNICK HAS A BUSINESS RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER MARSHALL FIELD BOARD OF TRUSTEES MEMBERS WILBUR H. GANTZ III, JOHN W. MCCARTER JR., AND NEIL S. NOVICH HAVE A BUSINESS RELATIONSHIP. BOARD OF TRUSTEES MEMBER J. B. PRITZKER HAS A BUSINESS RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER MICHAEL W. FERRO JR. BOARD OF TRUSTEES MEMBERS JOHN W. ROWE, JOHN A. CANNING JR., SUE LING GIN, RUTH ANN M. GILLIS, AND ANTHONY K. ANDERSON HAVE A BUSINESS RELATIONSHIP. BOARD OF TRUSTEES MEMBER LARRY RICHMAN HAS A BUSINESS RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER NORMAN BOBINS. BOARD OF TRUSTEES MEMBER DAVID M. TOLMIE HAS A BUSINESS RELATIONSHIP WITH ROGER DEROMEDI, DR. RICHARD A. CHAIFETZ, RONALD J. GIDWITZ, AND MICHAEL W. FERRO JR.
FORM 990, PART VI, SECTION B, LINE 11THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990. A DRAFT OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE. A FULL COPY OF THE 990 IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO THE ORGANIZATION'S MANAGEMENT OR TO CONTACT THE INDEPENDENT CPA FIRM PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE MUSEUM'S OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A CONDITION OF THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE GENERAL COUNSEL AND SECRETARY OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR THE APPROVAL OF COMPENSATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE COMMITTEE USES SALARY DATA FROM COMPARABLE INSTITUTIONS, UPDATED ANNUALLY, TO HELP DETERMINE COMPENSATION OF THE CEO. COMPENSATION DELIBERATIONS TAKE PLACE IN EXECUTIVE SESSION WITHOUT ANY STAFF PRESENT. THE COMPENSATION ARRANGEMENTS ARE DOCUMENTED VIA EXECUTED EMPLOYMENT CONTRACTS. THE VICE PRESIDENT OF ADMINISTRATION CONDUCTS SALARY ANALYSIS OF OTHER OFFICERS AND KEY EMPLOYEES WITH APPROVAL BY THE CEO. IN APRIL 2012, THE FIELD MUSEUM BOARD OF TRUSTEES ENGAGED A GLOBAL EXECUTIVE SEARCH FIRM TO CONDUCT A SEARCH FOR A NEW PRESIDENT AND CEO TO REPLACE THE RETIRING PRESIDENT JOHN W. MCCARTER. THE CHAIRMAN OF THE BOARD APPOINTED A SEARCH COMMITTEE COMPRISED OF 14 TRUSTEES AND 2 STAFF MEMBERS. THE SEARCH COMMITTEE REVIEWED, INTERVIEWED, AND SELECTED FINAL CANDIDATES. THE SEARCH COMMITTEE RECOMMENDED THE SELECTED CANDIDATE TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE SEARCH FIRM REVIEWED SALARY HISTORY AND MARKET COMPETITIVENESS TO ASSIST THE EXECUTIVE COMMITTEE IN MAKING AN OFFER TO THE CANDIDATE. AFTER A REVIEW OF CREDENTIALS, THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES UNANIMOUSLY ELECTED AND SUPPORTED THE HIRING OF RICHARD W. LARIVIERE, WHO BEGAN HIS EMPLOYMENT IN AUGUST 2012.
FORM 990, PART VI, SECTION C, LINE 19FORM 990, PART VI, SECTION C, LINE 19: THE MUSEUM'S FORM 990 IS AVAILABLE AT THE ORGANIZATION'S PRINCIPAL PLACE OF BUSINESS UPON REQUEST. THE MUSEUM'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR THROUGH REQUEST AT THE MUSUEM'S PRINCIPAL PLACE OF BUSINESS. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION (AND AT MANAGEMENT'S DISCRETION).
FORM 990, PART VII, COLUMN (D) - REPORTABLE COMPENSATIONRICHARD W. LARIVIERE'S 2012 W-2 COMPENSATION INCLUDES A ONE-TIME TAXABLE RELOCATION ALLOWANCE OF $100,000. PER THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT, THIS ONE-TIME RELOCATION ALLOWANCE WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES TO ASSIST WITH COSTS RELATED TO RELOCATING TO CHICAGO FOR THE PRESIDENT & CEO POSITION. JOHN W. MCCARTER'S 2012 W-2 COMPENSATION INCLUDES $194,234 OF PREVIOUSLY ACCRUED COMPENSATION. PER THE RETIRING CEO & PRESIDENT'S EMPLOYMENT AGREEMENT, A PAID SABBATICAL APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES STARTED ON 10/1/2012. THIS EXPENSE WAS FULLY ACCRUED AS OF 12/31/2011 AND REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR'S 990. THIS SABBATICAL IS IN RECOGNITION OF THE RETIRING CEO & PRESIDENT'S 16 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM.
FORM 990, PART IX, LINE 11GSCIENTIFIC RESEARCH, CONSERVATION, AND EXHIBITION DESIGN FEES: PROGRAM SERVICE EXPENSES 7,688,097. MANAGEMENT AND GENERAL EXPENSES 449,073. FUNDRAISING EXPENSES 442,894. TOTAL EXPENSES 8,580,064.OTHER FEES
FORM 990, PART XI, LINE 9:PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,673,196.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1MUSEUM CAMPUS CORPORATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11400 SOUTH LAKE SHORE DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60605ZIPCode
FieldValueIRS element (for citing)
EIN364272361EIN
Primary ActivitiesATTRACT VISITORS TO THE MUSEUM CAMPUS' CENTRALLY LOCATED FACILITIESPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 11A, IPublicCharityStatus
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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