KENNETH C GRIFFIN MUSEUM OF SCIENCE AND INDUSTRY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KENNETH C GRIFFIN MUSEUM OF SCIENCE AND INDUSTRY (EIN 36-2167797)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-10
IRS object ID
201232239349301298
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)
Timestamp2012-08-10T14:04:06-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1175 W JACKSON BLVD STE 2000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60604ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362167797EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Museum of Science and IndustryBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ROBERT H FISHERInCareOfName
Name ControlMUSENameControl
Phone7736849844Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line157th Street and Lake Shore DriveAddressLine1
CityChicagoCity
StateILState
ZIP Code606372093ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT H FISHERName
TitleVP & CFOTitle
Date Signed2012-08-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL ROMANOName
Phone3128560200Phone
Date Prepared2012-08-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDavid MosenaNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line157th Street and Lake Shore DrAddressLine1
CityChicagoCity
StateILState
ZIP Code606372093ZIPCode
FieldValueIRS element (for citing)
Gross Receipts61381604GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MSICHICAGO.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1933YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionMuseum of Science and Industry seeks to further public understanding of science, technology and industry by providing visitors with integrated learning experiences.ActivityOrMissionDescription
Nbr Voting Members Governing Body109NbrVotingMembersGoverningBody
Nbr Independent Voting Members104NbrIndependentVotingMembers
Total Nbr Employees461TotalNbrEmployees
Total Nbr Volunteers651TotalNbrVolunteers
Total Gross UBI1517163TotalGrossUBI
Net Unrelated Business Txbl Income-92290NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year32691579ContributionsGrantsPriorYear
Contributions Grants Current Year24941604ContributionsGrantsCurrentYear
Program Service Revenue Prior Year15503364ProgramServiceRevenuePriorYear
Program Service Revenue CY19087744ProgramServiceRevenueCY
Investment Income Prior Year4829479InvestmentIncomePriorYear
Investment Income Current Year4426043InvestmentIncomeCurrentYear
Other Revenue Prior Year3826847OtherRevenuePriorYear
Other Revenue Current Year4779261OtherRevenueCurrentYear
Total Revenue Prior Year56851269TotalRevenuePriorYear
Total Revenue Current Year53234652TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY7495GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year17628561SalariesEtcPriorYear
Salaries Etc Current Year23974606SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year97563TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY43307TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6094223TotalFundrsngExpCurrentYear
Other Expense Prior Year41830557OtherExpensePriorYear
Other Expenses Current Year40628139OtherExpensesCurrentYear
Total Expenses Prior Year59556681TotalExpensesPriorYear
Total Expenses Current Year64653547TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2705412RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-11418895RevenuesLessExpensesCY
Total Assets BOY317918092TotalAssetsBOY
Total Assets EOY290457111TotalAssetsEOY
Total Liabilities BOY92903906TotalLiabilitiesBOY
Total Liabilities EOY84579902TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY225014186NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY205877209NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionONE OF THE LARGEST SCIENCE MUSEUMS IN THE WORLD, THE MUSEUM OF SCIENCE AND INDUSTRY, CHICAGO (MSI) IS HOME TO MORE THAN 35,000 ARTIFACTS AND NEARLY 14 ACRES OF HANDS-ON EXHIBITS AND EXPERIENCES DESIGNED TO SPARK SCIENTIFIC INQUIRY AND CREATIVITY. MSI OPENED ITS DOORS IN 1933 AS ONE OF THE FIRST HANDS-ON INTERACTIVE MUSEUMS IN THE WORLD, AND IT HAS WELCOMED ALMOST 180 MILLION GUESTS SINCE THEN WITH THE MISSION TO INSPIRE THE INVENTIVE GENIUS IN EVERYONE. IN LINE WITH MSI'S MISSION IS ITS CURRENT VISION: TO INSURE AND MOTIVATE CHILDREN TO ACHIEVE THEIR FULL POTENTIAL IN SCIENCE, TECHNOLOGY, MEDICINE AND ENGINEERING. MORE THAN 300,000 STUDENTS MAKE UP THE MORE THAN 1.5 MILLION GUESTS THAT VISIT ANNUALLY. THROUGH ITS CENTER FOR ADVANCEMENT OF SCIENCE EDUCATION (CASE), MSI REACHES THOUSANDS OF STUDENTS AND TEACHERS EACH YEAR VIA SPECIAL PROGRAMS, LEARNING LABS, EDUCATOR COURSES AND MORE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense24390792Expense
Revenue9539532Revenue
DescriptionMuseum and Operations, which include Program Support Services and Exhibit Maintenance. These expenses support the Museum's vision of inspiring and motivating children to achieve their full potential in science, technology, medicine and engineering by providing guests and teachers with integrated learning experiences and programming that is centered on exciting and interactive exhibits that help explain how science directly impacts our daily lives.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense8400790Expense
Revenue5134516Revenue
DescriptionPublic Programs and Exhibits. The Museum of Science and Industry (MSI) features groundbreaking exhibits and hands-on experiences that inspire guests to learn more and leave inspired. Key Museum exhibits include Science Storms, which uses large recreations of natural phenomena to teach basic scientific principles; YOU! The Experience, an interactive exhibit examining human health and celebrating the experience of life itself; the U-505 Submarine, the only German Submarine captured in World War II; Earth Revealed, which teaches about the forces at work on our planet in a facilitated experience; Fast Forward, an exhibit that demonstrates the cutting-edge work being done today in the areas of science, medicine and technology; and Smart Home: Green + Wired, a fully functioning eco-friendly home built on the Museum's grounds. Public programming reinforces key themes and concepts in a fun and enriching way. It includes not only facilitated demonstrations in exhibit areas, but also guest lectures and presentations by key scientists, astronauts, historians, architects and more.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense4222814Expense
Grants7495Grants
Revenue529738Revenue
DescriptionEducational Programs and Activities. The Museum's Center for the Advancement of Science Education (CASE) impacts guests and students in the building and in their communities in a variety of ways. MSI offers live science demonstrations, facilitated learning labs for school groups, free teacher development and training, online experiments and lesson plans, after-school science club networks in underserved communities, and a club for teens that helps them learn science skills as they prepare for college.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp2374161TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev3978719TotalOfOtherProgramServiceRev
Total Program Service Expense39388557TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
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Deductible Contributions Of ArttrueDeductibleContributionsOfArt
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Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096142NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingfalseComplianceWithBackupWitholding
Number Of Employees461NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members109NbrVotingGoverningBodyMembers
Number Independent Voting Members104NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
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Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
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Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROBERT H FISHERNamePerson
Telephone Number7739473747TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line157TH STREET AND LAKE SHORE DRIVEAddressLine1
CityChicagoCity
StateILState
ZIP Code606372093ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (120 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
David Mosena
President/Trustee35.0XX516955045240
Jeffrey S Aronin
Trustee1.0X000
William C Bartholomay
Trustee1.0X000
Michael J Birck
Trustee1.0X000
Charles K Bobrinskoy
Trustee1.0X000
Barbara L Bowles
Trustee1.0X000
Allan E Bulley Jr
Trustee1.0X000
Martin Cabrera Jr
Trustee1.0X000
John A Canning Jr
Trustee1.0X000
Jay Christopher
Trustee1.0X000
Alison L Chung
Trustee1.0X000
Frank M Clark
Trustee1.0X000
Christopher M Crane
Trustee1.0X000
James S Crown
Trustee1.0X000
Kent P Dauten
Trustee1.0X000
Christa Davies
Trustee1.0X000
Deborah L DeHaas
Trustee1.0X000
William J Devers Jr
Trustee1.0X000
David E Donovan
Trustee1.0X000
James J Drury III
Trustee1.0X000
W James Farrell
Trustee1.0X000
Michael W Ferro Jr
Trustee1.0X000
Dennis J FitzSimons
Trustee1.0X000
William C Foote
Trustee1.0X000
James J Fuentes
Trustee1.0X000
Ronald J Gidwitz
Trustee1.0X000
James T Glerum
Trustee1.0X000
William M Goodyear
Trustee1.0X000
James A Gordon
Trustee1.0X000
James A Gray
Trustee1.0X000
Jay L Henderson
Trustee1.0X000
Roberto R Herencia
Trustee1.0X000
Betsy D Holden
Trustee1.0X000
Richard M Jaffee
Trustee1.0X000
Edward L Kaplan
Trustee1.0X000
John P Keller
Trustee1.0X000
Michael P Krasny
Trustee1.0X000
Frederick A Krehbiel
Trustee1.0X000
Dr Leon M Lederman
Trustee1.0X000
Eric P Lefkofsky
Trustee1.0X000
Richard H Lenny
Trustee1.0X000
Russell E Levine
Trustee1.0X000
Charles A Lewis
Trustee1.0X000
Edward M Liddy
Trustee1.0X000
H John Livingston
Trustee1.0X000
Barry L MacLean
Trustee1.0X000
Timothy P Maloney
Trustee1.0X000
Dr Walter E Massey
Trustee1.0X000
Andrew J McKenna
Trustee1.0X000
Robert S Morrison
Trustee1.0X000
William L Morrison
Trustee1.0X000
Robert S Murley
Trustee1.0X000
Terry E Newman
Trustee1.0X000
William A Osborn
Trustee1.0X000
Sheila A Penrose
Trustee1.0X000
Scott A Rafferty
Trustee1.0X000
J Christopher Reyes
Trustee1.0X000
Larry D Richman
Trustee1.0X000
Jesse H Ruiz
Trustee1.0X000
James T Ryan
Trustee1.0X000
Michael J Sacks
Trustee1.0X000
John F Sandner
Trustee1.0X000
Ronald M Saslow
Trustee1.0X000
Rouhy J Shalabi
Trustee1.0X000
Alejandro Silva
Trustee1.0X000
James A Skinner
Trustee1.0X000
Jeffrey A Smisek
Trustee1.0X000
Melody A Spann-Cooper
Trustee1.0X000
J Douglas Sparkman
Trustee1.0X000
David B Speer
Trustee1.0X000
Robert Y Sperling
Trustee1.0X000
Michael Tang
Trustee1.0X000
Mark A Thierer
Trustee1.0X000
Glenn F Tilton
Trustee1.0X000
Dr John J Tracy
Trustee1.0X000
Arthur R Velasquez
Trustee1.0X000
David J Vitale
Trustee1.0X000
Ralph Wanger
Trustee1.0X000
Gregory D Wasson
Trustee1.0X000
Miles D White
Trustee1.0X000
Ann C Williams
Trustee1.0X000
Thomas J Wilson
Trustee1.0X000
David F Zucker
Trustee1.0X000
Neal S Zucker
Trustee1.0X000
Rhett W Butler
Life Trustee1.0X000
Peter R Carney
Life Trustee1.0X000
Frank W Considine
Life Trustee1.0X000
Stanton R Cook
Life Trustee1.0X000
Lester Crown
Life Trustee1.0X000
Dr Victor J Danilov
Life Trustee1.0X000
Robert J Darnall
Life Trustee1.0X000
James C Dowdle
Life Trustee1.0X000
Jeres D Fluno
Life Trustee1.0X000
David W Grainger
Life Trustee1.0X000
J Ira Harris
Life Trustee1.0X000
James R Kackley
Life Trustee1.0X000
Dr James S Kahn
Life Trustee1.0X000
Charles S Locke
Life Trustee1.0X000
Frank W Luerssen
Life Trustee1.0X000
Dr Thomas L Martin Jr
Life Trustee1.0X000
John D Nichols
Life Trustee1.0X000
James J O'Connor
Life Trustee1.0X000
Walter R Peirson
Life Trustee1.0X000
Cindy Pritzker
Life Trustee1.0X000
Louis A Simpson
Life Trustee1.0X000
S Jay Stewart
Life Trustee1.0X000
Eugene A Tracy
Life Trustee1.0X000
Dr Arnold R Weber
Life Trustee1.0X000
William L Weiss
Life Trustee1.0X000
Robert Fisher
VP - Finance & Administration35.0X230062038647
Kurt Haunfelner
VP - Exhibits and Collections35.0X236690023772
Robert J Gallas Jr
VP - Marketing35.0X196428015998
Andrea Ingram
VP - Education35.0X213006023974
Shannon Alexander
VP - External Affairs35.0X15439805086
Eileen Cabrera
Corporate Secretary35.0X85791017668
Robert Shafis
Director-Planned Giving35.0140662028655X
Katherine Garant
Director of Finance/Controller35.0126676031996X
David Hanses
Director- Major Gifts35.0162628022355X
Duncan Harris
Museum Counsel35.0154005015630X
Denise Johnson
Project Manager, Smart Visit35.0125071021389X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2342372TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation290410TotalOtherCompensation
Number Individuals GT100 K28NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Hoffman York
142 E Ontario StCHICAGOIL60611Advertising2866170
Eurest Services
4700 N OketoHARWOOD HEIGHTSIL60706Cleaning Services1398506
Allied Security LLC
PO Box 828854PHILADELPHIAPA19182Security1017698
Sodexo American LLC
57th and Lakeshore DriveCHICAGOIL60637Catering1016991
Jones Lang LaSalle Americas Inc
200 E Randolph 47th FlCHICAGOIL60601Facilities Mgmt542643
FieldValueIRS element (for citing)
Number Of Contractors GT100 K22NumberOfContractorsGT100K
Membership Dues1714909MembershipDues
Fundraising Events2126530FundraisingEvents
Government Grants6436394GovernmentGrants
All Other Contributions14663771AllOtherContributions
Noncash Contributions7666659NoncashContributions
Total Contributions24941604TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GENERAL ADMISSION90009995142229514222
U-505 PERMANENT EXHIBITS90009912897521289752
OMNIMAX THEATER90009915986961598696
MUSEUM STORE COMMISSIONS900099834318834318
SPECIAL EXHIBITS90009932913933291393

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2559363TotalRevenueColumn
Related Or Exempt Function Income2559363RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue19087744TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2105097TotalRevenueColumn
Exclusion$2,105,097ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column10000TotalRevenueColumn
Exclusion$10,000ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real887112Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real814146Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real72966Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column72966TotalRevenueColumn
Unrelated Business Revenue327438UnrelatedBusinessRevenue
Exclusion-$254,472ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities8296572Securities
Other223762Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6199388Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2097184Securities
Other223762Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2320946TotalRevenueColumn
Exclusion$2,320,946ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events108459GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events2126530CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses815173FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-706714TotalRevenueColumn
Exclusion-$706,714ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming9100GrossIncomeGaming
Gaming Direct Expenses28707GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column-19607TotalRevenueColumn
Exclusion-$19,607ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory823677GrossSalesOfInventory
Cost Of Goods Sold289538CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column534139TotalRevenueColumn
Unrelated Business Revenue495378UnrelatedBusinessRevenue
Exclusion$38,761ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
PARKING AND OTHER GUEST SERVICES900099256370169007$2,494,694
FOOD COURT7222101067548$1,067,548
PRIVATE EVENT SERVICE REVENUE900099694347694347

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column562881TotalRevenueColumn
Related Or Exempt Function Income25754RelatedOrExemptFunctionIncome
Exclusion$537,127ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue4888477TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column53234652TotalRevenueColumn
Related Or Exempt Function Income19182505RelatedOrExemptFunctionIncome
Unrelated Business Revenue1517163UnrelatedBusinessRevenue
Exclusion$7,593,380ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total7495Total
Program Services7495ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1547539Total
Program Services449696ProgramServices
Management And General943445ManagementAndGeneral
Fundraising154398Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total16696285Total
Program Services10344493ProgramServices
Management And General3949118ManagementAndGeneral
Fundraising2402674Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total218452Total
Program Services123356ProgramServices
Management And General85608ManagementAndGeneral
Fundraising9488Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total4402262Total
Program Services2184510ProgramServices
Management And General1330758ManagementAndGeneral
Fundraising886994Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1110068Total
Program Services626837ProgramServices
Management And General435017ManagementAndGeneral
Fundraising48214Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total624219Total
Program Services558569ProgramServices
Management And General65650ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total237368Total
Program Services52961ProgramServices
Management And General184407ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total24150Total
Management And General24150ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total99228Total
Fundraising99228Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total43307Total
Fundraising43307Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total430994Total
Management And General430994ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3394086Total
Program Services2162884ProgramServices
Management And General1000788ManagementAndGeneral
Fundraising230414Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total4153508Total
Program Services60824ProgramServices
Management And General4017548ManagementAndGeneral
Fundraising75136Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2369658Total
Program Services1146379ProgramServices
Management And General323525ManagementAndGeneral
Fundraising899754Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total619382Total
Program Services96984ProgramServices
Management And General500298ManagementAndGeneral
Fundraising22100Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1664010Total
Program Services1320591ProgramServices
Management And General343419ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total349208Total
Program Services193786ProgramServices
Management And General90624ManagementAndGeneral
Fundraising64798Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total2298152Total
Management And General2298152ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total15957398Total
Program Services15915747ProgramServices
Management And General41651ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total279630Total
Management And General279630ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
BANK FEES/CREDIT CARD FEES13723081372308
PROGRAM DEVELOPMENT869448277363076506095
BUILDING MAINTENANCE754097167452586645
TRAINING/RECRUITMENT693296359425182096151775

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total4437999Total
Program Services3011628ProgramServices
Management And General926523ManagementAndGeneral
Fundraising499848Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total64653547Total
Program Services39388557ProgramServices
Management And General19170767ManagementAndGeneral
Fundraising6094223Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2043395BOY
EOY2987327EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6855125BOY
EOY7315317EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY33094380BOY
EOY25044005EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2470790BOY
EOY1503407EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY421301BOY
EOY460746EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY853616BOY
EOY1008578EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis358892761LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec179267158LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY190860644BOY
EOY179625603EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY54060326BOY
EOY37803727EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY25973893BOY
EOY33065689EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1284622BOY
EOY1642712EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY317918092BOY
EOY290457111EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7596342BOY
EOY5744528EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2119471BOY
EOY1869471EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY16800000BOY
EOY9301000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY65520487BOY
EOY64639302EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY867606BOY
EOY3025601EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY92903906BOY
EOY84579902EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY175253543BOY
EOY149888609EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY44275643BOY
EOY50503600EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5485000BOY
EOY5485000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY225014186BOY
EOY205877209EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY317918092BOY
EOY290457111EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-11418895ReconcilationRevenueExpenses
Reconcilation Other Changes-7718082ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years51297359CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51192090CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35056094CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year32691579CurrentTaxYearMinus1Year
Current Tax Year24941604CurrentTaxYear
Total195178726Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years51297359CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51192090CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35056094CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year32691579CurrentTaxYearMinus1Year
Current Tax Year24941604CurrentTaxYear
Total195178726Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total41876770AmountsSubstContributorsTotal
Public Support Total170153301956PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3333204CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2335610CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3746287CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2405226CurrentTaxYearMinus1Year
Current Tax Year2115097CurrentTaxYear
Total13935424Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3610330CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2953307CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3681766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3768020CurrentTaxYearMinus1Year
Current Tax Year4216928CurrentTaxYear
Total18230351Total
FieldValueIRS element (for citing)
Total Support227344501TotalSupport
Gross Receipts From Admissions Etc88284469GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.67432PublicSupportPertcentage170
Public Support Pertcent Prior Year0.72442PublicSupportPertcentPriorYear
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)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$239,211DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB239211TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Paid Staff or ManagementSchedule C, Part II-B, Line 1bMake direct contact with covered federal and state officials as it relates to the Museum's needs.
Direct ContactSchedule C, Part II-B, Line 1gStrategic counsel, government affairs and lobbying.
Description of LobbyingForm 990, Schedule C, Part II-BCapstone National Partners provides the Museum of Science and Industry with strategic counsel, government affairs and lobbying services.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5845132BeginningOfYearBalance
Investment Earnings Or Losses-298249InvestmentEarningsOrLosses
Other Expenditures208884OtherExpenditures
End Of Year Balance5337999EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5514447BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses599415InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures268730OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance5845132EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance4597491BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses1604030InvestmentEarningsOrLosses
Other Expenditures687074OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance5514447EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance985000BeginningOfYearBalance
Contributions5000000Contributions
Investment Earnings Or Losses-1330674InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures56835OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance4597491EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
LandLand

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis137982893OtherCostOrOtherBasis
Depreciation55219667Depreciation
Book Value82763226BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis6978558OtherCostOrOtherBasis
Depreciation5594397Depreciation
Book Value1384161BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis213931310OtherCostOrOtherBasis
Depreciation118453094Depreciation
Book Value95478216BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings179625603TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITY FUNDS- DOMESTIC10970484F
FIXED INCOME FUNDS21992517F
EQUITY HEDGE FUND102688F
FieldValueIRS element (for citing)
Total Of Book Value Securities33065689TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
CAPITAL LEASE OBLIGATION$332,732
PENSION LIABILITY$1,138,351
INTEREST RATE SWAP$1,554,518
FieldValueIRS element (for citing)
Total Of Amounts3025601TotalOfAmounts
Total Revenue53234652TotalRevenue
Total Expenses64653547TotalExpenses
Excess Or Deficit For Year-11418895ExcessOrDeficitForYear
Net Unrealized GL On Investments-7408542NetUnrealizedGLOnInvestments
Donated Services And Facilities-309540DonatedServicesAndFacilities
Total Adjustments-7718082TotalAdjustments
Excess Or Deficit Per FS-19136977ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt45321757TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-7408542NetUnrealizedGainsInvestments
Other Revenues1947564OtherRevenues
Revenue Not Rptd F990-5460978RevenueNotRptdF990
Revenue Subtotal50782735RevenueSubtotal
Investment Expenses Not Included430994InvestmentExpensesNotIncluded
Other Revenues Not Included2020923OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt2451917RevenueNotRptdOnFinStmt
Total Revenue Per Form99053234652TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt64458734TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities309540DonatedServicesUseOfFacilities
Other Expenses Included1947564OtherExpensesIncluded
Expenses Not Rptd F9902257104ExpensesNotRptdF990
Expenses Subtotal62201630ExpensesSubtotal
Investment Expenses Not Included2430994InvestmentExpensesNotIncluded2
Other Expenses Not Included2020923OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt2451917ExpensesNotRptdOnFinStmt
Total Expenses Per Form99064653547TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Financial Statement FootnoteSchedule D, Part III, Line 1aThe Museum's permanent collections, which were acquired since the Museum's inception through purchases and contributions from benefactors, are not recognized as assets on the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently 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 the appropriate net asset classes.
Description of Organization's CollectionsSchedule D, Part III, Line 4The Museum's collection - with almost 40,000 objects that showcase advances in science, industry and technology - serves to create spectacular exhibits and experiences that excite and inspire Museum guests and further the Museum's mission and vision. Remarkable artifacts in the collection include the 700-ton U-505 Submarine; a real United 727 airplane; the Pioneer Zephyr, the train that set the speed record in 1934; a British Spitfire WWII plane; a collection of carefully preserved human anatomical slices and fetuses; and much more. The museum's collections are designed to spark scientific inquiry and creativity to motivate children to achieve their full potential in science, technology, medicine and engineering in furtherance of the museum's exempt purpose.
Intended Uses of Endowment FundsSchedule D, Part V, Line 4The organization's endowment funds are meant to serve as a source of financial support of the Museum's mission. A portion of annual endowment earnings are used to support Museum general operations. Earnings are directed to specific elements of the Museum's operations as directed by donor restrictions on respective contributions to the endowment.
Supplemental Description - OtherSchedule D, Part XII, Line 2dRENTAL EXPENSES $814,146 COST OF GOODS SOLD $289,538 FUNDRAISING EXPENSES $815,173 GAMING ACTIVITIES EXPENSES $28,707 ____________ TOTAL $1,947,564
Supplemental Description - OtherSchedule D, Part XII, Line 4bMINIMUM PENSION LIABILITY $466,405 CHANGE IN VALUE OF INTEREST RATE SWAP $1,554,518 _____________ TOTAL $2,020,923
Supplemental Description - OtherSchedule D, Part XIII, Line 2dRENTAL EXPENSES $814,146 COST OF GOODS SOLD $289,538 FUNDRAISING EXPENSES $815,173 GAMING ACTIVITIES EXPENSES $28,707 ____________ TOTAL $1,947,564
Supplemental Description - OtherSchedule D, Part XIII, Line 4bMINIMUM PENSION LIABILITY $466,405 CHANGE IN VALUE OF INTEREST RATE SWAP $1,554,518 _____________ TOTAL $2,020,923

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegion
Type Of Activities ConductedInvestmentsTypeOfActivitiesConducted
Specific Services ProvidedN/ASpecificServicesProvided
Total Expenditures102688TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Amount Spent102688SubtotalAmountSpent
Total Amount Spent102688TotalAmountSpent
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

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 FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
Comnet Marketing1214 Stowe AvenueMedfordOR97501Telemktg Membershipfalse487052902319682
SD A Teleservices5757 W Century BlvdLos AngelesCA90045Telemktg Membershipfalse16510142542256
FieldValueIRS element (for citing)
Total Gross Receipts65215TotalGrossReceipts
Total Retained By Contractors43277TotalRetainedByContractors
Total Net To Organization21938TotalNetToOrganization
Licensed StatesFLLicensedStates
Licensed StatesILLicensedStates
Licensed StatesMILicensedStates
Licensed StatesNYLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesWILicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Black CreativitNameOfEvent1
Gross Receipts Event1512151GrossReceiptsEvent1
Charitable Contributions Event1485576CharitableContributionsEvent1
Gross Revenue Event126575GrossRevenueEvent1
Non Cash Prizes Event147252NonCashPrizesEvent1
Food And Beverage Event1132973FoodAndBeverageEvent1
Entertainment Event114501EntertainmentEvent1
Other Direct Expenses Event1269916OtherDirectExpensesEvent1
Name Of Event2Columbian BallNameOfEvent2
Gross Receipts Event21722838GrossReceiptsEvent2
Charitable Contributions Event21640954CharitableContributionsEvent2
Gross Revenue Event281884GrossRevenueEvent2
Food And Beverage Event2105486FoodAndBeverageEvent2
Entertainment Event26500EntertainmentEvent2
Other Direct Expenses Event2238545OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total2234989GrossReceiptsTotal
Charitable Contributions Total2126530CharitableContributionsTotal
Gross Revenue Total Events108459GrossRevenueTotalEvents
Non Cash Prizes Total Events47252NonCashPrizesTotalEvents
Food And Beverage Total Events238459FoodAndBeverageTotalEvents
Entertainment Total Events21001EntertainmentTotalEvents
Other Direct Expenses Total Events508461OtherDirectExpensesTotalEvents
Direct Expense Summary Events815173DirectExpenseSummaryEvents
Net Income Summary-706714NetIncomeSummary

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

FieldValueIRS element (for citing)
Address Line157th Street and Lake Shore DriveAddressLine1
CityChicagoCity
StateILState
ZIP Code60637ZIPCode

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierFundraising AgreementsIdentifier
Return ReferenceForm 990, Schedule G, Part I, Line 2bReturnReference
ExplanationMSI CONTRACTS WITH COMNET TO DO THE FOLLOWING: DESIGN PROGRAM, WRITE THE SCRIPT, SEND A COPY OF THE SCRIPT TO THE MSI FOR APPROVAL, TRAIN TELEPHONE SALES REPRESENTATIVES ON PROGRAM, CALL PROSPECTS/MEMBERS AND SOLICIT/RENEW MEMBERSHIPS/PERFORM QUALITY CONTROL MONITORING OF SAMPLE CALLS AS THEY OCCUR, TRANSMIT A "DAILY REPORT COVERSHEET" WITH A RECAP OF PREVIOUS DAYS CALLING TO MSI DAILY, SEND HARD COPIES OF DUES PLEDGED BY CERTIFIED MAIL TO MSI SEMI-MONTHLY WITH THE COMNET INVOICE, AND PROVIDE MSI WITH THE FINAL RESULT FOR ALL CALLING RECORDS AT THE END OF THE CALLING PROGRAM. COMNET IS IN CONTROL OF DUES THAT ARE RAISED THROUGH THEIR FUNDRAISING SERVICES. COMNET IS RESPONSIBLE FOR MAILING/EMAILING ALL PLEDGE FORMS AND DUES INVOICES. Comnet Marketing membership fundraising expense for telemarketing was targeted to members who had joined via the Groupon promotion of the previous year and their promotion had expired. The expense of calling them resulted in fewer renewals than anticipated. MSI CONTRACTS WITH SD&A TELESERVICES, INC. TO DO THE FOLLOWING: DEVELOP A SCRIPT, WRITE THE SCRIPT, SEND A COPY OF THE SCRIPT TO THE MSI FOR APPROVAL, RECRUIT AND TRAIN CALLERS, CALL PROSPECTS DONORS AND SOLICIT DONATIONS TO GROW THE ANNUAL FUND AND COLUMBIAN SOCIETY. SD&A TELESERVICES, INC. WILL SUPERVISE TIMELY CONFIRMATION MAILINGS AND PROCESS GIFT DATA TO PRODUCE REMINDER MAILS; CREDIT CARD AND PLEDGE GIFT INFORMATION WILL BE EMAILED TO MSI DAILY; AND DAILY, CUMULATIVE AND WEEKLY REPORTS THAT TRACK AND SEGMENT RESULTS WILL BE DELIVERED TO MSI AS WELL AS AN END OF CAMPAIGN REPORT AND A DONOR COMMENT FILE. SD & A Teleservices telemarketing fundraising strategy was to support the efforts of the Individual Giving direct mail campaign. Its primary role was to act as a follow up and reminder rather than major revenue generating fundraising medium. As part of the overall restructuring of the IG program, this was an area where we knew we needed to invest money to see long term results, which is why there is a very narrow margin of revenue from 2011 TM efforts.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScience Achievers - Case CelebrationTypeOfGrant
Number Of Recipients30NumberOfRecipients
Amount Of Cash Grant0AmountOfCashGrant
Amount Of Non Cash Assistance7495AmountOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceLaptopDescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierMonitoring the Use of Grant FundsIdentifier
Return ReferenceSchedule I, Part 1, Line 2ReturnReference
ExplanationLaptop computers were provided to 30 high school students enrolled in the Museum's Science Achievers program. The students selected to receive the computers were graduating from high school and preparing to attend college in the fall of 2011. The Museum's Community Initiatives staff worked closely with the students over the course of the school year and awarded the computers at the culmination of the program.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 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
David Mosena
438886075000030690232500220090562214000
Robert Fisher
220062010000000146580239900268710000
Kurt Haunfelner
226690010000000114620123300260482000
Robert J Gallas Jr
18642801000000013996020210212445000
Andrea Ingram
20300601000000016195077980236999000
Shannon Alexander
1381870162110000050990159497000
Robert Shafis
1342830637900096660190090169337000
Katherine Garant
12417602500000104070216090158692000
David Hanses
14385001877800075310148430185002000
Duncan Harris
1515050250000012380032500169635000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Supplemental nonqualified retirement planSchedule J, Part I, Line 4bDavid Mosena, President, received a payout of $2,274,798 for retirement plan benefit. It was reported on W-2s in prior years and previously filed 990 forms.
Non-Fixed PaymentsForm 990, Part I, Line 7The Compensation Committee reviewed and approved bonuses for the President, ($75,000); the VP's, ($10,000); and the Directors ($2,500); with the exception of one VP, who received $16,211 and two Directors who received more than the $2,500. One of the Directors received $18,778 and the other one received $6,379 due to their extraordinary work for the capital campaign. None of these bonus amounts are based on the organization's net earnings.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1IFA Series 2009A-DBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN861091967IssuerEIN
CUSIP Number45200FJ91CUSIPNumber
Date Issued2009-12-17DateIssued
Issue Price64000000IssuePrice
Description Of PurposeConstruction, ExhibitsDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired0AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds64000000TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow62937702RefundingEscrow
Issuance Costs From Proceeds429298IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures633000WorkingCapitalExpenditures
Capital Expenditures0CapitalExpenditures
Other Spent Proceeds0OtherSpentProceeds
Amount Unspent0AmountUnspent
Current RefundingtrueCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtyfalseMngmentCntrctBondFinancdPrprty
Any Research AgreementsfalseAnyResearchAgreements
Prcntge Prvt Business Use By Others0.00000PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI0.00000PercentageOfPrvtBusinessReUBI
Total Private Business Use0.00000TotalPrivateBusinessUse
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierProcedures to Undertake Corrective ActionIdentifier
Return ReferenceSchedule K, Part VReturnReference
ExplanationThe Museum has not violated any applicable requirements for tax exempt bonds benefitting the Museum. The Museum has not established written procedures to ensure timely identification of violations of federal tax requirements or timely correction of any identified violations, but the museum will look into establishing procedures in the near future.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
David E Donovan
Trustee465969Bond/LOC Interest/Feesfalse
David E Donovan
Trustee655700Corporate Credit Card Paymentsfalse
Timothy P Maloney
Trustee206083Bond Interest/LC Commissionfalse
William L Morrison
Trustee254143Bond/Bank Feesfalse
Sheila A Penrose
Trustee420541Contract Employeesfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierRelated Party TransactionsIdentifier
Return ReferenceSchedule L, Part IVReturnReference
ExplanationDavid E Donovan, a trustee of MSI, is a CO-CEO of Chase Capital Corporation. MSI's transactions with JP Morgan are done in terms similar to those given to the general public. The conflict exists in that Mr. Donovan is a member of the Finance Committee, which approves all financial matters of MSI including banking. To resolve this conflict Mr. Donovan does not participate in discussions regarding the relationship with JPMorgan Chase and excuses himself when the Finance Committee is voting on financial matters related to MSI and the JPMorgan Chase. Timothy P Maloney, a Trustee of MSI, is an Illinois president of bank of America. MSI transactions with bank of America are done in terms similar to those given to the general public. There is no conflict since Mr. Maloney does not belong to any committee of the board which votes on financial matters related to MSI and bank of America. William L Morrison, a trustee of MSI, is president and COO of Northern Trust Bank. Northern Trust provides banking, asset/treasury management, and commercial lending for MSI. These services are provided in the same terms as those given to the general public. There is no conflict since Mr. Morrison does not belong to any committee of the board which votes on matters related to the Northern Trust. Sheila A Penrose, a trustee of MSI, is a chairman of Jones Lang LaSalle. MSI transactions with Jones Lang LaSalle were based on contractual agreements and were done in terms similar to those given to the general public. Services with Jones Lang LaSalle were terminated in Mid-2011. There is no conflict since Mrs. Penrose does not belong to any of the board committees responsible for approving transactions with this vendor (I.E. building and grounds).Explanation

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions48NumberOfContributions
Noncash Contribs Rptd F9906909294NoncashContribsRptdF990
Method Of Determining RevenuesCost/Selling priceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XBlack Creativity Raffle3578118Cost/Selling price
XFurnitures & TV359125Cost/Selling price
XSmart Home46223672Cost/Selling price
XSoftware Upgrade1388700Cost/Selling price
XCubs Ticket & Gift Cards37750Cost/Selling Price
FieldValueIRS element (for citing)
Number Of8283 Received1NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierThird Party Assistance of Noncash ContributionsIdentifier
Return ReferenceSchedule M, Part I, Line 32BReturnReference
ExplanationA third party is designated to receive non-cash securities from contributors. Upon receipt of the securities, the third party subsequently sells securities on behalf of the Museum. The third party deposits proceeds from the sale of non-cash securities into the Museum's short term investment account.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Other Program Service AccomplishmentsFORM 990, PART III, LINE 4dAncillary Services represent various guest services that enhance the guest experience. These include the Omnimax theater, Museum Store, food services and parking services.
W-2G ComplianceFORM 990, PART V, LINE 1CThe Museum occasionally holds raffle at special events for which it has attempted, in good faith, to obtain social security numbers from the winners in order to issue a Form W-2G for those prizes that may require such reporting. For calendar year 2011, the Museum has begun this process and hopes to issue such forms by their due dates in 2012. In addition, the museum has instituted a policy that requires all information to be collected from prize winners prior to turning over the prizes to them so the Museum may comply with the requirements more easily.
Relationship between Board MembersForm 990, Part VI, Line 2MICHAEL J. BIRCK AND FREDERICK A. KREHBIEL BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. CHARLES K. BOBRINSKOY AND DAVID J. VITALE HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. CHARLES K. BOBRINSKOY AND ERIC P. LEFKOFSKY BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. CHARLES K. BOBRINSKOY AND DAVID J. VITALE BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. FRANK M. CLARK AND JESSE H. RUIZ HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. JAMES S. CROWN AND LESTER CROWN ARE MEMBERS OF THE SAME FAMILY. JAMES S. CROWN AND LESTER CROWN ARE OFFICERS AND EMPLOYEES OF THE SAME ORGANIZATION OUTSIDE OF THE MUSEUM. KENT P. DAUTEN, JOHN A. CANNING, AND LARRY D. RICHMAN ALL SERVE ON A BOARD OUTSIDE OF THE MUSEUM. KENT P. DAUTEN AND LARRY D. RICHMAN HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. KENT P. DAUTEN AND JOHN A. CANNING HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. DEBORAH L. DEHASS AND BETSY D. HOLDEN ARE MEMBERS OF THE SAME FAMILY. DAVID E. DONOVAN AND JAMES S. CROWN HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. MICHAEL W. FERRO, JR., JEFFREY S. ARONIN, JOHN A. CANNING, WILLIAM J. DEVERS, JR., W. JAMES FARRELL, ANDREW J. MCKENNA, J. CHRISTOPHER REYES, MICHAEL J. SACKS, JOHN F. SANDER, MICHAEL TANG, AND MILES D. WHITE HAVE A BUINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. MICHAEL W. FERRO, JR. AND ERIC P. LEFKOFSKY HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. DAVID W. GRAINGER AND JAMES T. RYAN ARE BOTH OFFICERS AND EMPLOYEES OF AN ORGANIZATION DOING BUSINESS WITH THE MUSEUM. MICHAEL P. KRASNY, JAMES S. CROWN, AND LESTER CROWN HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. MICHAEL P. KRASNY AND DEBORAH L. DEHAAS HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. RICHARD H. LENNY AND JEFFREY S. ARONIN BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. RICHARD H. LENNY, DR WALTER E. MASSEY, ANDREW J. MCKENNA, SHEILA A. PENROSE, JAMES A. SKINNER, AND MILES D. WHITE ALL SERVE ON A BOARD OUTSIDE OF THE MUSEUM. ANDREW J. MCKENNA AND MICHAEL W. FERRO, JR. BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. ANDREW J. MCKENNA AND WILLIAM J. DEVERS, JR. BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. WILLIAM A. OSBORN, W. JAMES FARRELL, GLENN F. TILTON, AND MILES D. WHITE ALL SERVE ON A BOARD OUTSIDE OF THE MUSEUM. WILLIAM A. OSBORN AND BETSY D. HOLDEN BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. J. CHRISTOPHER REYES, MICHAEL W. FERRO, JR., AND ANDREW J. MCKENNA HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. J. CHRISTOPHER REYES AND ANDREW J. MCKENNA HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. JAMES T. RYAN AND DAVID W. GRAINGER BOTH SERVE ON A BOARD OUTSIDE OF THE MUSEUM. S. JAY STEWART AND RONALD J. GIDWITZ BOTH SERVE ON A BOARD OUTSIDE OF THE MUSUEUM. DAVID J. VITALE, W. JAMES FARRELL, JAMES J. O'CONNOR, JEFFREY A. SMISEK, AND GLENN F. TILTON ALL SERVE ON A BOARD OUTSIDE OF THE MUSEUM. GREGORY D. WASSON, WILLIAM C. FOOTE, ALEJANDRO SILVA AND JAMES A. SKINNER ALL HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. GREGORY D. WASSON, WILLIAM C. FOOTE, ALEJANDRO SILVA, AND JAMES A. SKINNER ALL SERVE ON A BOARD OUTSIDE OF THE MUSEUM. MILES D. WHITE, W. JAMES FARRELL, EDWARD M. LIDDY, WILLIAM A. OSBORN, AND GLENN F. TILTON ALL SERVE ON A BOARD OUTSIDE THE MUSEUM. MILES D. WHITE AND MICHAEL W. FERRO, JR. HAVE A BUSINESS RELATIONSHIP OUTSIDE OF THE MUSEUM. THOMAS J. WILSON AND W. JAMES FARRELL BOTH SERVE ON A BOARD OUTSIDE OF THE MUSUMEM.
Form 990 Review ProcessForm 990, Part VI, Line 11bThe Museum's 990 is prepared by an external public accounting firm, who provides drafts for internal review. After the internal review, these drafts are updated, and a final draft is reviewed by the Chairman of the Audit Committee and is made available to the trustees electronically for their review prior to filing with the IRS.
Conflict of Interest Policy Monitoring & EnforcementForm 990, Part VI, Line 12cANNUALLY THE MUSEUM SENDS A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, AND CERTAIN MANAGEMENT EMPLOYEES. THE QUESTIONNAIRE ASKS SPECIFIC QUESTIONS RELATING TO BUSINESS TRANSACTIONS WITH THE MUSEUM AND BETWEEN OFFICERS, TRUSTEES AND MANAGEMENT EMPLOYEES. THE MUSEUM'S COMPLIANCE OFFICER AND INTERNAL AUDITOR REVIEW THE RESPONSES TO THE QUESTIONNAIRES AND INVESTIGATE ANY REPORTED POTENTIAL CONFLICTS OF INTEREST WHERE A TRUSTEE, OFFICER OR EMPLOYEE MAY HAVE A BUSINESS TRANSACTION WITH THE MUSEUM OR IS A MEMBER OF A BOARD COMMITTEE RESPONSIBLE FOR APPROVING THE BUSINESS TRANSACTION. IN THOSE INSTANCES, THE TRUSTEE, OFFICER OR MANAGEMENT EMPLOYEE IS ASKED TO RECUSE THEMSELVES FROM PARTICIPATING IN ANY DISCUSSION OF OR VOTING UPON MATTERS RELATED TO THE BUSINESS TRANSACTION.
Process for Determining CompensationForm 990, Part VI, Line 15aTHE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OVERSEES AND APPROVES THE COMPENSATION FOR THE EXECUTIVE STAFF AND OFFICERS OF THE MUSEUM. INDIVIDUAL PERFORMANCE IS EVALUATED BY ESTABLISHED GOALS AND OBJECTIVES WHICH SUPPORT MSI'S MISSION. THESE GOALS AND OBJECTIVES ARE REVIEWED ANNUALLY AS PART OF THE MUSEUM'S PERFORMANCE MANAGEMENT PROCESS. THE PROCESS CONSISTS OF: 1. THE HUMAN RESOURCES DEPARTMENT OBTAINS AND REVIEWS BENCHMARKED DATA TO ENSURE COMPENSATION FOR EXECUTIVE STAFF AND OFFICERS REMAINS COMPETITIVE WITHIN THE INDUSTRY. AS NEEDED, A THIRD PARTY CONSULTANT MAY BE ENGAGED TO COMPLETE AN EXECUTIVE REMUNERATION STUDY. A DETAILED ANALYSIS IS REVIEWED BY THE DIRECTOR OF HUMAN RESOURCES, THE CFO AND CEO OF THE MUSEUM AND A RECOMMENDATION IS PREPARED FOR THE COMPENSATION COMMITTEE. 2. THE COMPENSATION COMMITTEE REVIEWS THE RECOMMENDED COMPENSATION FOR EXECUTIVE STAFF AND OFFICERS AND SUGGESTS MODIFICATIONS WHERE APPROPRIATE. 3. THE PROCESS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. DUE TO THE ECONOMIC ENVIRONMENT AND THE REDUCTION OF SALARIES, THE PROCESS WAS LAST EVALUATED IN FEBRUARY 2009.
Forms available for Public InspectionForm 990, Part VI- Section C, Line 18The museum posted a copy of 2010 form 990 in its website and made copies of 2008, 2009, 2010 form 990 and 990T publicly available upon request. As the museum filed the application for recognition of exemption, form 1023 before July 15, 1987, it need not be made publicly available.
Statements available to the publicForm 990, Part VI- Section C, Line 19The museum's financial statements, annual reports, bylaws, article of incorporation, certificate of incorporation, code of conduct, conflict of interest, prior year form 990 copy are posted in the museum's website and also available upon request
Restatement of audited financial statementForm 990, part X, balance sheet, column(A), beginning of yearSubsequent to the issuance of the Museum's 2010 financial statements, management determined that there were net assets that were not appropriately released from restrictions for certain programs when expenses were incurred in prior years, resulting in a misclassification between temporarily restricted and unrestricted net assets. Consequently, certain amounts have been restated at January 1, 2010, and for the year ended December 31, 2010.
other changes in net assetsForm 990, Part XI, Line 5Net Unrealized gains(losses) on investment $7,408,542 Donated Services & Use of Facilities $309,540 ----------- Total $7,718,082

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