FIELD MUSEUM OF NATURAL HISTORY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FIELD MUSEUM OF NATURAL HISTORY (EIN 36-2167011)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-12
IRS object ID
201203179349300940
Schema version
2011v1.2
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)
Timestamp2012-11-12T10:35:52-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLU ANN TRAPPName
PTINP01506476PTIN
Phone3122071040Phone
Date Prepared2012-11-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRICHARD 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 Receipts138873682GrossReceipts
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 Body80NbrVotingMembersGoverningBody
Nbr Independent Voting Members74NbrIndependentVotingMembers
Total Nbr Employees743TotalNbrEmployees
Total Nbr Volunteers547TotalNbrVolunteers
Total Gross UBI4091372TotalGrossUBI
Net Unrelated Business Txbl Income919350NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year28819104ContributionsGrantsPriorYear
Contributions Grants Current Year39965721ContributionsGrantsCurrentYear
Program Service Revenue Prior Year19338236ProgramServiceRevenuePriorYear
Program Service Revenue CY22649046ProgramServiceRevenueCY
Investment Income Prior Year8332753InvestmentIncomePriorYear
Investment Income Current Year11563245InvestmentIncomeCurrentYear
Other Revenue Prior Year4306846OtherRevenuePriorYear
Other Revenue Current Year3304557OtherRevenueCurrentYear
Total Revenue Prior Year60796939TotalRevenuePriorYear
Total Revenue Current Year77482569TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year436211GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY426368GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year30339638SalariesEtcPriorYear
Salaries Etc Current Year29415604SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year69306TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY89139TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year4426103TotalFundrsngExpCurrentYear
Other Expense Prior Year44972362OtherExpensePriorYear
Other Expenses Current Year45625902OtherExpensesCurrentYear
Total Expenses Prior Year75817517TotalExpensesPriorYear
Total Expenses Current Year75557013TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-15020578RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1925556RevenuesLessExpensesCY
Total Assets BOY593758667TotalAssetsBOY
Total Assets EOY566734888TotalAssetsEOY
Total Liabilities BOY229476099TotalLiabilitiesBOY
Total Liabilities EOY227533352TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY364282568NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY339201536NetAssetsOrFundBalancesEOY
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
Expense26985114Expense
Grants422906Grants
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)
Expense12837651Expense
Grants3462Grants
Revenue13534296Revenue
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)
Expense6948064Expense
Grants0Grants
DescriptionMUSEUM SERVICES: MUSEUM SERVICES PROVIDE SUPPORT AND MAINTENANCE FOR THE PUBLIC PROGRAMS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense16336269Expense
Grants0Grants
Revenue11868405Revenue
DescriptionINSTITUTIONAL ADVANCEMENT, PUBLIC SERVICES, BUSINESS ENTERPRISES, EDUCATION AND LIBRARY.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp16336269TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev11868405TotalOfOtherProgramServiceRev
Total Program Service Expense63107098TotalProgramServiceExpense
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 Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096210NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees743NumberOfEmployees
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 Members80NbrVotingGoverningBodyMembers
Number Independent Voting Members74NumberIndependentVotingMembers
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 FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
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 FiledLAStatesWhereCopyOfReturnIsFiled
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
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 (88 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JOHN A CANNING JR
CHAIRMAN OF THE BOARD3.00XX000
HOWARD B BERNICK
VICE CHAIRMAN, PENSION3.00XX000
NORMAN R BOBINS
VICE CHAIRMAN, EXTERNAL AFFAIRS3.00XX000
MARSHALL FIELD
VICE CHAIRMAN, DEVELOPMENT3.00XX000
BOBBY MEHTA
VICE CHAIRMAN, PUBLIC PROGRAMS3.00XX000
JAMES O'CONNOR JR
VICE CHAIRMAN, TECHNOLOGY3.00XX000
PETER B POND
VICE CHAIRMAN, FINANCE3.00XX000
JB PRITZKER
VICE CHAIRMAN, BUDGET3.00XX000
JOHN W ROWE
VICE CHAIRMAN, GOVERNANCE3.00XX000
KELLY R WELSH
VICE CHAIRMAN, AUDIT3.00XX000
LINDA S WOLF
VICE CHAIRMAN, MARKETING3.00XX000
JAMES S FRANK
VICE CHAIRMAN, FACILITIES3.00XX000
MARSHALL B FRONT
VICE CHAIRMAN, INVESTMENT3.00XX000
WILBUR H GANTZ III
VICE CHAIRMAN, SCIENCE3.00XX000
KIMBERLY QUERREY
SECRETARY3.00XX000
MICHAEL W FERRO JR
ASSISTANT SECRETARY3.00XX000
JOHN W MCCARTER JR
PRESIDENT & CEO35.00XX5152770874375
MILES D WHITE
IMMEDIATE PAST CHAIRMAN3.00X000
W ROCKWELL WIRTZ
BOARD MEMBER1.00X000
WENDY ABRAMS
BOARD MEMBER1.00X000
JAMES L ALEXANDER
BOARD MEMBER1.00X000
ANTHONY K ANDERSON
BOARD MEMBER1.00X000
JOHN R ANDERSON
BOARD MEMBER1.00X000
SUSAN M BENTON
BOARD MEMBER1.00X000
TOM BERNARDIN
BOARD MEMBER1.00X000
JEAN-CLAUDE BRIZARD
BOARD MEMBER1.00X000
JOHN L BUCKSBAUM
BOARD MEMBER1.00X000
GREGORY C CASE
BOARD MEMBER1.00X000
RICHARD A CHAIFETZ
BOARD MEMBER1.00X000
RICHARD W COLBURN
BOARD MEMBER1.00X000
ROBERT W CRAWFORD JR
BOARD MEMBER1.00X000
LOUIS T DELGADO
BOARD MEMBER1.00X000
ROGER K DEROMEDI
BOARD MEMBER1.00X000
RICHARD ELDEN
BOARD MEMBER1.00X000
JAMEE C FIELD
BOARD MEMBER1.00X000
JANICE L FIELDS
BOARD MEMBER1.00X000
DAVID W FOX JR
BOARD MEMBER1.00X000
J ERIK FYRWALD
BOARD MEMBER1.00X000
RONALD J GIDWITZ
BOARD MEMBER1.00X000
RUTH ANN M GILLIS
BOARD MEMBER1.00X000
SUE LING GIN
BOARD MEMBER1.00X000
ROBERT H GORDON
BOARD MEMBER1.00X000
ANTONIO J GRACIAS
BOARD MEMBER1.00X000
JACK M GREENBERG
BOARD MEMBER1.00X000
JUDY GREFFIN
BOARD MEMBER1.00X000
LEWIS S GRUBER
BOARD MEMBER1.00X000
DAVID G HERRO
BOARD MEMBER1.00X000
DAVID D HILLER
BOARD MEMBER1.00X000
MELLODY L HOBSON
BOARD MEMBER1.00X000
CHERYLE R JACKSON
BOARD MEMBER1.00X000
TODD KAPLAN
BOARD MEMBER1.00X000
BRYANT L KEIL
BOARD MEMBER1.00X000
MICHAEL L KEISER
BOARD MEMBER1.00X000
CONSTANCE T KELLER
BOARD MEMBER1.00X000
RICHARD L KEYSER
BOARD MEMBER1.00X000
WILLIAM C KUNKLER III
BOARD MEMBER1.00X000
RANDOLPH R KURTZ
BOARD MEMBER1.00X000
DIANE VON SCHLEGELL LEVY
BOARD MEMBER1.00X000
TIMOTHY J MCCARTY
BOARD MEMBER1.00X000
W JAMES MCNERNEY JR
BOARD MEMBER1.00X000
CLARE MUNANA
BOARD MEMBER1.00X000
NEIL S NOVICH
BOARD MEMBER1.00X000
DAVID C PARRY
BOARD MEMBER1.00X000
AURIE A PENNICK
BOARD MEMBER1.00X000
M JUDE REYES
BOARD MEMBER1.00X000
LARRY D RICHMAN
BOARD MEMBER1.00X000
THOMAS S RICKETTS
BOARD MEMBER1.00X000
PATRICK G RYAN JR
BOARD MEMBER1.00X000
MICHAEL J SACKS
BOARD MEMBER1.00X000
LOUIS L SCHORSCH
BOARD MEMBER1.00X000
NYDIA SEARLE
BOARD MEMBER1.00X000
ALEJANDRO SILVA
BOARD MEMBER1.00X000
ADELE S SIMMONS
BOARD MEMBER1.00X000
MAUREEN DWYER SMITH
BOARD MEMBER1.00X000
MICHAEL TANG
BOARD MEMBER1.00X000
GLENN F TILTON
BOARD MEMBER1.00X000
DAVID M TOLMIE
BOARD MEMBER1.00X000
EVERETT S WARD
BOARD MEMBER1.00X000
LAURA S WASHINGTON
BOARD MEMBER1.00X000
GREGORY D WASSON
BOARD MEMBER1.00X000
J W CROFT
EXECUTIVE VICE PRESIDENT35.00X2972410321309
LAURA SADLER
SENIOR VP, PUBLIC MUSEUM35.00186608016157X
R L GRANDE
SR VP COLLECTIONS + RESEARCH35.00194826020658X
ROBERT D MARTIN
CURATOR35.00204150020012X
JOSEPH BRENNAN
VP AND GENERAL COUNSEL35.00176376018772X
OLIVIER RIEPPEL
CURATOR35.00170931015450X
DEBRA MOSKOVITZ
SR VICE PRESIDENT ECCO35.00158204013999X
SHAWN VANDERZIEL
VP ADMINISTRATION35.00151778011328X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2055391TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1312060TotalOtherCompensation
Number Individuals GT100 K19NumberIndividualsGT100K
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
OMD USA LLC
PO BOX 533202CHARLOTTENC28290ADVERTISING1313141
SUPERIOR MECHANICAL SYSTEMS
7515 SANTA FE DRIVEHODGKINSIL60525CONSTRUCTION1296606
DDB
PO BOX 92244CHICAGOIL60675ADVERTISING707516
CATH ASSOCIATES INC
2401 MAIN STREETEVANSTONIL60202CONSTRUCTION694204
ORTIZ BUILDERS INC
3607 WEST 26TH STREETCHICAGOIL60623CONSTRUCTION586113
FieldValueIRS element (for citing)
Number Of Contractors GT100 K28NumberOfContractorsGT100K
Fundraising Events1448060FundraisingEvents
Government Grants9773385GovernmentGrants
All Other Contributions28744276AllOtherContributions
Noncash Contributions5492970NoncashContributions
Total Contributions39965721TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
ADMISSIONS9000991119870511198705
EVENT INCOME90009929207402920740
MEMBERSHIP DUES90009929202202920220
TRAVELING EXHIBITS90009923355912335591
AUXILIARY PROGRAM9000991233247975629257618

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2040543TotalRevenueColumn
Related Or Exempt Function Income1766267RelatedOrExemptFunctionIncome
Exclusion$274,276ExclusionAmount
FieldValueIRS element (for citing)
Total Program Service Revenue22649046TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3759705TotalRevenueColumn
Unrelated Business Revenue81173UnrelatedBusinessRevenue
Exclusion$3,678,532ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column224722TotalRevenueColumn
Exclusion$224,722ExclusionAmount

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)
Securities62917945Securities
Other3825000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities58939405Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3978540Securities
Other3825000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7803540TotalRevenueColumn
Related Or Exempt Function Income3825000RelatedOrExemptFunctionIncome
Exclusion$3,978,540ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events228488GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1448060CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses401783FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-173295TotalRevenueColumn
Exclusion-$173,295ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory4798507GrossSalesOfInventory
Cost Of Goods Sold2049925CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2748582TotalRevenueColumn
Related Or Exempt Function Income1916741RelatedOrExemptFunctionIncome
Unrelated Business Revenue831841UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column464548TotalRevenueColumn
Related Or Exempt Function Income464548RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue464548TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column77482569TotalRevenueColumn
Related Or Exempt Function Income25402701RelatedOrExemptFunctionIncome
Unrelated Business Revenue4091372UnrelatedBusinessRevenue
Exclusion$8,022,775ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total75262Total
Program Services75262ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total219602Total
Program Services219602ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total131504Total
Program Services131504ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2426450Total
Program Services420326ProgramServices
Management And General1598802ManagementAndGeneral
Fundraising407322Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total19081095Total
Program Services16216259ProgramServices
Management And General891003ManagementAndGeneral
Fundraising1973833Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total612725Total
Program Services471249ProgramServices
Management And General73438ManagementAndGeneral
Fundraising68038Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5447839Total
Program Services4568644ProgramServices
Management And General251024ManagementAndGeneral
Fundraising628171Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1847495Total
Program Services1420917ProgramServices
Management And General221430ManagementAndGeneral
Fundraising205148Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total88931Total
Program Services29116ProgramServices
Management And General55287ManagementAndGeneral
Fundraising4528Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total161465Total
Management And General161465ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total60000Total
Management And General60000ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total89139Total
Fundraising89139Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total819401Total
Management And General819401ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total9193929Total
Program Services8314931ProgramServices
Management And General435262ManagementAndGeneral
Fundraising443736Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2104426Total
Program Services2097740ProgramServices
Management And General6686ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6590202Total
Program Services4357675ProgramServices
Management And General1822899ManagementAndGeneral
Fundraising409628Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total611606Total
Program Services461930ProgramServices
Management And General149676ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total48091Total
Program Services48091ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total9993207Total
Program Services9621674ProgramServices
Management And General302871ManagementAndGeneral
Fundraising68662Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3245168Total
Program Services2910621ProgramServices
Management And General301019ManagementAndGeneral
Fundraising33528Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total12159Total
Management And General12159ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12041675Total
Program Services11741557ProgramServices
Management And General205748ManagementAndGeneral
Fundraising94370Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total246557Total
Management And General246557ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionUNRELATED BUSINESS INCODescription
Total409085Total
Management And General409085ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total75557013Total
Program Services63107098ProgramServices
Management And General8023812ManagementAndGeneral
Fundraising4426103Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1194750BOY
EOY1286999EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY7935972EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY7219215BOY
EOY12283275EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3151201BOY
EOY2965572EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1546856BOY
EOY1513224EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis406582700LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec146074612LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY264919119BOY
EOY260508088EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY179769177BOY
EOY145133752EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY130790013BOY
EOY130993307EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY5168336BOY
EOY4114699EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY593758667BOY
EOY566734888EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6811144BOY
EOY7209572EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY5855220BOY
EOY5106586EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY179000000BOY
EOY167000000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY8900000BOY
EOY4550000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY28909735BOY
EOY43667194EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY229476099BOY
EOY227533352EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY226401086BOY
EOY195563056EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY71028387BOY
EOY70539940EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY66853095BOY
EOY73098540EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY364282568BOY
EOY339201536EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY593758667BOY
EOY566734888EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1925556ReconcilationRevenueExpenses
Reconcilation Other Changes-27006588ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years29226135CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51103618CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31207714CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year25679446CurrentTaxYearMinus1Year
Current Tax Year36609705CurrentTaxYear
Total173826618Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6108327CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7011000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6238468CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5853762CurrentTaxYearMinus1Year
Current Tax Year6276236CurrentTaxYear
Total31487793Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years35334462CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years58114618CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years37446182CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year31533208CurrentTaxYearMinus1Year
Current Tax Year42885941CurrentTaxYear
Total205314411Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total10448390AmountsSubstContributorsTotal
Public Support Total170194866021PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4868894CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4697800CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6006331CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3624304CurrentTaxYearMinus1Year
Current Tax Year4024427CurrentTaxYear
Total23221756Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years185483CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years153781CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years660376CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year723912CurrentTaxYearMinus1Year
Current Tax Year734497CurrentTaxYear
Total2458049Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years814849CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year584520CurrentTaxYearMinus1Year
Current Tax Year464548CurrentTaxYear
Total1863917Total
FieldValueIRS element (for citing)
Total Support232858133TotalSupport
Gross Receipts From Admissions Etc108755821GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.83680PublicSupportPertcentage170
Public Support Pertcent Prior Year0.81800PublicSupportPertcentPriorYear
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$69,542DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB69542TotalLobbyingExpendituresIIB
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, METCALF FEDERAL RELATIONS WAS PAID $60,000 FOR THEIR SERVICES IN SUPPORT OF THESE ACTIVITIES IN 2011. METCALF FEDERAL RELATIONS 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

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included3825000RevenuesIncluded
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 Balance300540857BeginningOfYearBalance
Contributions3708392Contributions
Investment Earnings Or Losses-3207966InvestmentEarningsOrLosses
Other Expenditures26000000OtherExpenditures
Administrative Expenses819401AdministrativeExpenses
End Of Year Balance274221882EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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 Balance0.61720BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.25020PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13260TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis291750440OtherCostOrOtherBasis
Depreciation88521215Depreciation
Book Value203229225BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis96037746OtherCostOrOtherBasis
Depreciation44260607Depreciation
Book Value51777139BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis17751111OtherCostOrOtherBasis
Depreciation13292790Depreciation
Book Value4458321BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1043403OtherCostOrOtherBasis
Book Value1043403BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings260508088TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITY SECURITY FUNDS12978564F
FIXED INCOME SECURITIES FUNDS12685994F
HEDGED EQUITY FUNDS38044241F
ABSOLUTE RETURN FUNDS65085190F
LIMITED PARTNERSHIP2199318F
FieldValueIRS element (for citing)
Total Of Book Value Securities130993307TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
ASSET RETIREMENT OBLIGATION$8,950,389
ACCRUED PENSION COSTS$8,355,276
INTEREST RATE SWAP$26,361,529
FieldValueIRS element (for citing)
Total Of Amounts43667194TotalOfAmounts
Total Revenue77482569TotalRevenue
Total Expenses75557013TotalExpenses
Excess Or Deficit For Year1925556ExcessOrDeficitForYear
Net Unrealized GL On Investments-25043888NetUnrealizedGLOnInvestments
Other-$1,962,700OtherAmount
Total Adjustments-27006588TotalAdjustments
Excess Or Deficit Per FS-25081032ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt54199313TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-25043888NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities128325DonatedSrvcAndUseOfFacilities
Other Revenues2451708OtherRevenues
Revenue Not Rptd F990-22463855RevenueNotRptdF990
Revenue Subtotal76663168RevenueSubtotal
Investment Expenses Not Included819401InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt819401RevenueNotRptdOnFinStmt
Total Revenue Per Form99077482569TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt79280345TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities128325DonatedServicesUseOfFacilities
Other Expenses Included4414408OtherExpensesIncluded
Expenses Not Rptd F9904542733ExpensesNotRptdF990
Expenses Subtotal74737612ExpensesSubtotal
Investment Expenses Not Included2819401InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt819401ExpensesNotRptdOnFinStmt
Total Expenses Per Form99075557013TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 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.
PART III, LINE 4:THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL, CULTURAL, OR SCIENTIFIC SIGNIFICANCE. MUCH 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: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. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE CLARIFYING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS, AND WHICH COULD REQUIRE ADDITIONAL DISCLOSURE. MANAGEMENT BELIEVES THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TAX YEARS ENDED 2008, 2009 AND 2010 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 AND THAT NO PROVISION FOR INCOME TAXES IS REQUIRED AT DECEMBER 31, 2011. FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, NO INTEREST AND PENALTIES WERE RECORDED.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,962,700.PART XI, LINE 8 - OTHER ADJUSTMENTS:
SPECIAL EVENTS EXPENSES 401,783. COST OF GOODS SOLD 2,049,925.PART XII, LINE 2D - OTHER ADJUSTMENTS:
SPECIAL EVENTS EXPENSES 401,783. COST OF GOODS SOLD 2,049,925. PENSION-RELATED CHARGES OTHER THAN NET PERIODIC PENSION COST 1,962,700.PART XIII, LINE 2D - OTHER ADJUSTMENTS:

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (24 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCOLLECTIONS & RESEARCH7433
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCOLLECTIONS & RESEARCH241170
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESCOLLECTIONS & RESEARCH221468
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH750
NORTH AMERICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH64343
SOUTH AMERICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH1676283
SOUTH ASIA00PROGRAM SERVICESCOLLECTIONS & RESEARCH1008
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESPUBLIC PROGRAMS2000
SOUTH ASIA00PROGRAM SERVICESPUBLIC PROGRAMS12239
SUB-SAHARAN AFRICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH563037
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESPUBLIC PROGRAMS460180
SOUTH ASIA00PROGRAM SERVICESPUBLIC PROGRAMS2500
NORTH AMERICA00PROGRAM SERVICESPUBLIC PROGRAMS31123
SOUTH AMERICA00PROGRAM SERVICESPUBLIC PROGRAMS2795
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESPUBLIC PROGRAMS60083
ANTARCTICA00PROGRAM SERVICESCOLLECTIONS & RESEARCH388
EAST ASIA AND THE PACIFIC00GRANTMAKINGSTIPEND FOR RESEARCH4300
SOUTH ASIA00GRANTMAKINGSTIPEND FOR RESEARCH2100
NORTH AMERICA00GRANTMAKINGSTIPEND FOR RESEARCH3400
SOUTH AMERICA00GRANTMAKINGSTIPEND FOR RESEARCH20145
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKINGSTIPEND FOR RESEARCH1400
SUB-SAHARAN AFRICA00GRANTMAKINGSTIPEND FOR RESEARCH98149
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKINGSTIPEND FOR RESEARCH2010
CENTRAL AMERICA AND THE CARIBBEAN -00INVESTMENTS82441000
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 Spent2214455SubtotalAmountSpent
Cont Amount Spent83704849ContAmountSpent
Total Amount Spent85919304TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
STIPEND FOR RESEARCHSUB-SAHARAN AFRICA469694WIRE
STIPEND FOR RESEARCHSUB-SAHARAN AFRICA16383CHECK
STIPEND FOR RESEARCHSOUTH AMERICA11500CHECK
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
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 Line1SDA TELESERVICESBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15757 W CENTURY BLVD SUITE 300AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90045ZIPCode
FieldValueIRS element (for citing)
ActivityTELEMARKETING AND CONSULTINGActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts76802GrossReceipts
Amount Retained By Contractor89139AmountRetainedByContractor
Net To Organization-12337NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts76802TotalGrossReceipts
Total Retained By Contractors89139TotalRetainedByContractors
Total Net To Organization-12337TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesILLicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
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 StatesCOLicensedStates
Licensed StatesNCLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1WOMEN'S BOARD EVENTNameOfEvent1
Gross Receipts Event11588470GrossReceiptsEvent1
Charitable Contributions Event11380387CharitableContributionsEvent1
Gross Revenue Event1208083GrossRevenueEvent1
Other Direct Expenses Event1348862OtherDirectExpensesEvent1
Name Of Event2PRESIDENT'S LEADERSHIP COUNCILNameOfEvent2
Gross Receipts Event288078GrossReceiptsEvent2
Charitable Contributions Event267673CharitableContributionsEvent2
Gross Revenue Event220405GrossRevenueEvent2
Other Direct Expenses Event252921OtherDirectExpensesEvent2
Gross Receipts Total1676548GrossReceiptsTotal
Charitable Contributions Total1448060CharitableContributionsTotal
Gross Revenue Total Events228488GrossRevenueTotalEvents
Other Direct Expenses Total Events401783OtherDirectExpensesTotalEvents
Direct Expense Summary Events401783DirectExpenseSummaryEvents
Net Income Summary-173295NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
UNIVERSITY OF ILLINOIS AT CHICAGO
601 S MORGANCHICAGOIL60607376000511501(C)(3)32908STIPEND FOR STUDENT RESEARCH WORK
THE UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637362177139501(C)(3)38192STIPEND FOR STUDENT RESEARCH WORK
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSTIPENDS FOR RESEARCH AND COLLECTIONSTypeOfGrant
Number Of Recipients68NumberOfRecipients
Amount Of Cash Grant219602AmountOfCashGrant

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)
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 Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)

Base 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
JOHN W MCCARTER JR
4500000006527708740040371013896520532770
J W CROFT
29724100000313568077410618550000
LAURA SADLER
186608000008416077410202765000
R L GRANDE
1948260000087870118710215484000
ROBERT D MARTIN
2041500000092070108050224162000
JOSEPH BRENNAN
1763760000079550108170195148000
OLIVIER RIEPPEL
1609310100000007709077410186381000
DEBRA MOSKOVITZ
158204000007135068640172203000
SHAWN VANDERZIEL
151778000006845044830163106000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 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 PURPOSES RELATING TO ENTERTAINING GUESTS, FUNDRAISING, AND NETWORKING.
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 $53,277 FROM THE NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2011.
PART IIIPART II -COLUMN C - PER THE CEO & PRESIDENT'S EMPLOYMENT AGREEMENT, OTHER DEFERRED COMPENSATION INCLUDES AN ACCRUED EXPENSE OF $850,765 FOR AN 18 MONTH PAID SABBATICAL STARTING ON APPROXIMATELY 10/1/2012. THIS EXPENSE HAS BEEN ACCRUED AS OF 12/31/11 BUT NOT YET PAID. THE CEO & PRESIDENT WILL BE PAID THIS AMOUNT RATABLY OVER THE SABBATICAL PERIOD. THIS SABBATICAL IS IN RECOGNITION OF THE CEO & PRESIDENT'S 16 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM. THIS AGREEMENT WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES. PER THE EXECUTIVE VICE PRESIDENT'S EMPLOYMENT AGREEMENT, OTHER DEFERRED COMPENSATION INCLUDES AN ACCRUED EXPENSE OF $300,162 FOR A 12 MONTH PAID SABBATICAL. THIS EXPENSE HAS BEEN ACCRUED AS OF 12/31/11 BUT NOT YET PAID. THE EXECUTIVE VICE PRESIDENT WILL BE PAID THIS AMOUNT RATABLY OVER THE SABBATICAL PERIOD. THIS SABBATICAL IS IN RECOGNITION OF THE EXECUTIVE VICE PRESIDENT'S 28 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM. THIS AGREEMENT WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
JOHN ROWE
TRUSTEE OF THE MUSEUM AND CHAIRMAN & CEO OF EXELON CORPORATION2233124THE 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 OF EXELON CORPORATION2233124THE 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 WELSH
TRUSTEE OF THE MUSEUM AND EXEC VP & GEN COUNS OF NORTHERN TRUST642772NORTHERN TRUST PROVIDES FINANCIAL SERVICES TO THE FIELD MUSEUM. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0
GLENN TILTON
TRUSTEE OF THE MUSEUM AND ON THE EXECUTIVE COMMITTEE AT JPM3456787JP MORGAN PROVIDES FINANCIAL SERVICES TO THE MUSEUM RELATED TO THE MUSEUM'S OUTSTANDING BONDS. THE RATES PAID ARE COMPETITIVE WITH MARKET RATES.0
DAVID FOX JR
TRUSTEE OF THE MUSEUM AND VICE CHAIRMAN OF JPM INV. BANKING3456787JP MORGAN PROVIDES FINANCIAL SERVICES TO THE MUSEUM RELATED TO THE MUSEUM'S OUTSTANDING BONDS. 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 Contributions323NumberOfContributions
Noncash Contribs Rptd F9905352322NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions338NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XAIRLINE MILES196288COST/SELLING PRICE
XCABLE MATERIALS3544360COST/SELLING PRICE
FieldValueIRS element (for citing)
Number Of8283 Received5NumberOf8283Received
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 (7 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 MEMBER BOBBY MEHTA HAS A BUSINESS RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER JOHN A. CANNING JR. 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 FERRO. BOARD OF TRUSTEES MEMBERS JOHN W. ROWE, JOHN A. CANNING JR., SUE LING GIN AND RUTH ANN M. GILLIS HAVE A BUSINESS RELATIONSHIP. BOARD OF TRUSTEES MEMBER LARRY RICHMAN HAS A BUSINESS RELATIONSHIP WITH BOARD OF TRUSTEES MEMBER NORMAN BOBINS.
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 AND PROVIDES A FULL COPY 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.
FORM 990, PART VI, SECTION C, LINE 19THE 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, SECTION APER THE CEO & PRESIDENT'S EMPLOYMENT AGREEMENT, OTHER DEFERRED COMPENSATION INCLUDES AN ACCRUED EXPENSE OF $850,765 FOR AN 18 MONTH PAID SABBATICAL STARTING ON APPROXIMATELY 10/1/2012. THIS EXPENSE HAS BEEN ACCRUED AS OF 12/31/11 BUT NOT YET PAID. THE CEO & PRESIDENT WILL BE PAID THIS AMOUNT RATABLY OVER THE SABBATICAL PERIOD. THIS SABBATICAL IS IN RECOGNITION OF THE CEO & PRESIDENT'S 16 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM. THIS AGREEMENT WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES. PER THE EXECUTIVE VICE PRESIDENT'S EMPLOYMENT AGREEMENT, OTHER DEFERRED COMPENSATION INCLUDES AN ACCRUED EXPENSE OF $300,162 FOR A 12 MONTH PAID SABBATICAL. THIS EXPENSE HAS BEEN ACCRUED AS OF 12/31/11 BUT NOT YET PAID. THE EXECUTIVE VICE PRESIDENT WILL BE PAID THIS AMOUNT RATABLY OVER THE SABBATICAL PERIOD. THIS SABBATICAL IS IN RECOGNITION OF THE EXECUTIVE VICE PRESIDENT'S 28 YEARS OF SERVICE AND EXTENSIVE LEADERSHIP AND COMMITMENT TO THE MUSEUM. THIS AGREEMENT WAS APPROVED BY THE MUSEUM'S BOARD OF TRUSTEES.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -25,043,888. PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,962,700. TOTAL TO FORM 990, PART XI, LINE 5: -27,006,588.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
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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.