2012-06-27T10:04:00-05:00 2011-12-31 364256931 CBIZ MHM LLC ONE CITY PLACE DR STE 570 ST LOUIS MO 63141 990 2011-01-01 430654866 MISSOURI HISTORICAL SOCIETY MISS 3144543104 PO BOX 11940 ST LOUIS MO 631120040 HARRY RICH 3144543104 2012-06-22 1 KEVIN BOEVING P00291982 3146922249 2011 2016-02-24 21:20:13Z MISSOURI HISTORY MUSEUM ROBERT R ARCHIBALD PO BOX 11940 ST LOUIS MO 631120040 34006388 0 X WWW.MOHISTORY.ORG X 1866 MO THE MISSOURI HISTORY MUSEUM SEEKS TO DEEPEN THE UNDERSTANDING OF PAST CHOICES, PRESENT CIRCUMSTANCES, AND FUTURE POSSIBILITIES; STRENGTHEN THE BONDS OF THE COMMUNITY; AND FACILITATE SOLUTIONS TO COMMON PROBLEMS. 55 55 205 121 0 0 12058858 15373758 674336 431237 646635 664832 325863 330747 13705692 16800574 0 0 0 0 5432704 5539344 0 0 605194 8386516 9221457 13819220 14760801 -113528 2039773 60417563 61974311 2142203 2209686 58275360 59764625 X THE MISSOURI HISTORY MUSEUM SEEKS TO DEEPEN THE UNDERSTANDING OF PAST CHOICES, PRESENT CIRCUMSTANCES, AND FUTURE POSSIBILITIES; STRENGTHEN THE BONDS OF THE COMMUNITY; AND FACILITATE SOLUTIONS TO COMMON PROBLEMS. 0 0 5126345 208086 SEE SCHEDULE O - ATTACHMENT 3353340 5109 SEE SCHEDULE O - ATTACHMENT 1399323 165100 SEE SCHEDULE O - ATTACHMENT 329129 26732 DIGITAL MEDIA AND PUBLICATIONS 1213912 COMMUNICATIONS 1543041 26732 11276442 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 100 0 1 205 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 55 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X HARRY E RICH 3144543104 5700 LINDELL BLVD ST LOUIS MO 631120400 HERBERT D CONDIE III 1.00 X 0 0 0 ELIZABETH T ROBB 1.00 X 0 0 0 JOSEPH F SHAUGHNESSY 1.00 X 0 0 0 W WAYNE WITHERS 1.00 X 0 0 0 CAMILLA BRAUER 1.00 X 0 0 0 MELVIN F BROWN 1.00 X 0 0 0 TAYLOR S DESLOGE 1.00 X 0 0 0 EARL K DILLE 1.00 X 0 0 0 MARILYN R FOX 1.00 X X 0 0 0 CHERYL JEAN FROMM 1.00 X X 0 0 0 HON WAYNE GOODE 1.00 X 0 0 0 JAMES HOWE III 1.00 X 0 0 0 FRANK JACOBS 1.00 X 0 0 0 ANN LIBERMAN 1.00 X 0 0 0 FRANK C MAGGIOROTTO 1.00 X 0 0 0 JAMES S MCDONNELL III 1.00 X 0 0 0 PRISCILLA R MCDONNELL 1.00 X 0 0 0 SANDRA MOORE 1.00 X 0 0 0 RICHARD NAVARRE 1.00 X X 0 0 0 NOEMI K NEIDORFF 1.00 X X 0 0 0 CHERYL POLK 1.00 X X 0 0 0 FRANK L STEEVES 1.00 X X 0 0 0 HON GEORGE H WALKER III 1.00 X 0 0 0 YVETTE WHITEHEAD 1.00 X X 0 0 0 STEVE EHLMANN 1.00 X 0 0 0 MARTIN E GALT III 1.00 X 0 0 0 MARY LEE HERMANN 1.00 X 0 0 0 ROBERT F MCCOOLE 1.00 X 0 0 0 LAURA SHAUGHNESSY 1.00 X X 0 0 0 REX SINQUEFIELD 1.00 X 0 0 0 JAMES A TRICARICO 1.00 X 0 0 0 GARY L RAINWATER 1.00 X 0 0 0 KENNETH S KRANZBERG 1.00 X X 0 0 0 V RAYMOND STRANGHOENER 1.00 X X 0 0 0 JOHN R ROBERTS 1.00 X 0 0 0 L B ECKELKAMP 1.00 X 0 0 0 DARNETTA CLINKSCALE 1.00 X 0 0 0 ANABETH WEIL 1.00 X 0 0 0 CATHERINE BERGES 1.00 X 0 0 0 SONYA GLASSBERG 1.00 X 0 0 0 ERIN BUDDE 1.00 X 0 0 0 WILLIAM A COPPEL 1.00 X 0 0 0 RICHARD A LIDDY 1.00 X 0 0 0 WILLIAM C RUSNACK 1.00 X 0 0 0 HAROLD STUHL 1.00 X 0 0 0 LEO H MING 1.00 X X 0 0 0 DR GERALD EARLY 1.00 X 0 0 0 RACHEL KELLER BROWN 1.00 X 0 0 0 DANIEL F COLE 1.00 X 0 0 0 VERONICA MCDONNELL 1.00 X 0 0 0 PAUL J MCKEE JR 1.00 X 0 0 0 MABEL L PURKERSON MD 1.00 X 0 0 0 JIM SCHIELE 1.00 X 0 0 0 ARNOLD W DONALD 1.00 X 0 0 0 ROBERT R ARCHIBALD 50.00 X X 402520 0 100567 DONNA WILKINSON 1.00 X 0 0 0 KAREN M GOERING 40.00 X 150144 0 17137 HARRY E RICH 40.00 X 121662 0 16362 674326 0 134066 3 0 1 0 GLASBAU HAHN AMERICA 15 LITTLE BROOK LANE NEWBURGH NY 12550 EXHIBIT CASES FOR "CIVIL WAR IN MISSOURI 291398 ARTS & EXHIBITIONS INTERNATIONAL LLC 930 W 7TH AVENUE DENVER CO 80204 "AMERICA I AM" EXHIBIT RENTAL 236824 THE FIELD MUSEUM 1400 SOUTH LAKE SHORE DRIVE CHICAGO IL 606052496 "MAMMOTHS & MASTODONS" EXHIBIT RENTAL 176009 NORTHEAST DOCUMENT CONSERVATION CENTER 100 BRICKSTONE SQUARE ANDOVER MA 018101494 ARTIFACT CONSERVATION 171398 JP & SON CONTRACTING INC 3843 FOLSOM AVE ST LOUIS MO 63110 CONSTRUCTION CONTRACTORS 152182 9 544635 10071979 4757144 15373758 TICKET REVENUE 611600 272793 272793 EDUCATION EVENTS & TOU 611600 110606 110606 PUBLICATIONS 611600 26732 26732 LIBRARY PHOTOS & PRINT 611600 21106 21106 431237 791649 791649 16842185 16969002 -126817 -126817 -126817 397014 236812 160202 160202 FACILITIES & CATERING 611600 136305 136305 MISCELLANEOUS 611600 34240 34240 170545 16800574 601782 0 825034 670368 670368 3832422 2760933 848672 222817 206153 153370 42935 9848 515959 343264 158139 14556 314442 208336 84780 21326 130034 130034 92617 92617 52476 52476 10800 10800 252717 92941 152320 7456 634826 622563 12263 295810 160650 121567 13593 665027 601306 55400 8321 3005338 2731538 259648 14152 27568 21796 3431 2341 27979 7577 18847 1555 888807 732590 149856 6361 218756 189955 24520 4281 EXHIBITS 2083355 2080788 2567 EDUCATION AND EVENTS 445320 445320 ANNUAL APPEAL & CULTIVA 134728 134728 255299 123515 130222 1562 14760801 11276442 2879165 605194 1176645 1752598 127964 89613 100082 1312216 62106 55720 270191 265078 533542 532817 41698942 15931486 25874611 25767456 31053130 30148424 1219292 2050389 60417563 61974311 780378 748651 12396 3540 1349429 1457495 2142203 2209686 X 43646867 44155107 7870007 8843282 6758486 6766236 58275360 59764625 60417563 61974311 X 2039773 -550508 X 0 1 1 X 0 X 2860132 2564938 2693161 2256697 5418157 15793085 9608405 9824756 9807838 9802161 9955601 48998761 12468537 12389694 12500999 12058858 15373758 64791846 64791846 953916 762589 383370 769755 791649 3661279 953110 805095 828408 1000200 761983 4348796 72801921 1766833 0.89000 0.86840 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: MUSEUM SHOP $160,201 FACILITY RENTAL/CATERING 136,305 EXHIBIT TICKET REVENUE 272,793 PUBLICATION SALES 26,732 LIBRARY PHOTOS & PRINTS 21,107 SPECIAL EVENTS & TOURS 110,605 MISCELLANEOUS 34,240 ------- TOTAL OTHER INCOME $761,983 ======= SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: DESCRIPTION 2007 2008 2009 2010 2011 TOTAL MUSEUM SHOP 226,876 161,701 152,591 193,974 160,201 895,343 OTHER 726,234 643,394 675,817 806,226 601,782 3,453,453 ----------------------------------------------------------- OTHER 953,110 805,095 828,408 1,000,200 761,983 4,348,796 =========================================================== RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10800 10800 0 PART IV, SUPPLEMENTAL INFORMATION: AMOUNT PAID TO JOHN BRITTON ASSOCIATES FOR PURPOSE OF OBTAINING INFORMATION ABOUT PROPOSED MISSOURI STATE LEGISLATION WHICH WOULD AFFECT MUSEUM AND TO INFLUENCE SUCH LEGISLATION. X X X X 0 13966105 8134885 -381407 375000 21344583 12811582 13500 1537023 396000 13966105 10441873 500 2369209 12811582 14990914 51000 -4600041 10441873 0.38100 0.31700 0.30200 0 0 1405424 1405424 37691859 14783345 22908514 2601659 1148141 1453518 25767456 SPLIT INTEREST AGREEMENTS 292374 DEFERRED COMPENSATION PLAN 1165121 1457495 16800574 14760801 2039773 -547676 -2832 -550508 1489265 16253480 -547676 222210 -325466 16578946 221628 221628 16800574 14764215 173837 173837 14590378 170423 170423 14760801 PART XI, LINE 8 - OTHER ADJUSTMENTS: SPLIT INTEREST CHANGE IN VALUE EXPENSE -51,205. DONATED SERVICES AND USE OF FACILITIES 48,373. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,832. OTHER REVENUE RECONCILIATION PART XII, LINE 4(B) MUSEUM SHOP, NET $172,120 RESTAURANT EXPENSE 49,508 -------- $221,628 OTHER EXPENSE RECONCILIATION PART XIII, LINE 4(B) SPLIT INTEREST CHANGE IN VALUE EXPENSE ($ 51,205) MUSEUM SHOP EXPENSE 172,120 RESTAURANT 49,508 ---------- $ 170,423 DECISION NOT TO REPORT COLLECTIONS ON BALANCE SHEET PART III, LINE 1(A) THE MISSOURI HISTORY MUSEUM'S RESEARCH COLLECTIONS CONTAIN UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL AND INTERNATIONAL READERS AND RESEARCHERS. MUSEUM STAFF MEMBERS WORK TO SHARE THE COLLECTIONS IN THE GALLERIES, THROUGH OUR VARIOUS PUBLICATIONS, ONLINE AND THROUGH OUR COMMUNITY AND EDUCATIONAL PROGRAMS. THE VALUE OF THE COLLECTIONS AND LIBRARY HOLDINGS CANNOT BE DETERMINED, AND THEREFORE, IS NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH OF THE ITEMS IN THE COLLECTIONS IS CATALOGUED, PRESERVED AND CARED FOR, AND COLLECTIONS AUDITS ARE PERFORMED REGULARLY. PROCEEDS FROM DEACCESSIONS ARE USED TO ACQUIRE OTHER OBJECTS FOR THE COLLECTIONS. DESCRIPTION OF MUSEUM'S COLLECTION PART III, LINE 4 SEE STATEMENT FOR LINE 1(A) FOR A DEFINITION OF THE ARTICLES IN THE COLLECTION. THE COLLECTION AND THE EXHIBITS, DISCUSSIONS AND RESEARCH OF THESE ITEMS IN THE COLLECTION PROVIDE A REVIEW OF THE PAST AND THE CHOICES MADE IN THE PAST AS A BASIS OF DISCUSSING CURRENT ACTIVITIES AND OPTIONS AND THEIR POSSIBLE IMPACT ON THE FUTURE. THEY CAN PROVIDE THE BASIS FOR ADDRESSING AND SOLVING COMMON PROBLEMS. INTENDED USES OF ENDOWMENT FUNDS PART V, LINE 4 THE MUSEUM USES A SPENDING POLICY OF BETWEEN 3.0 AND 5% OF A TRAILING 13 QUARTER AVERAGE OF THE VALUE OF THE ENDOWMENT TO DETERMINE ANNUAL SPENDING. A PORTION OF THIS SUPPORTS UNRESTRICTED SPENDING COVERING OPERATING EXPENSES. A PORTION IS DESIGNATED FOR TEMPORARILY RESTRICTED SPENDING (I.E. PUBLICATIONS, GALLERIES, EXHIBIT MAINTENANCE) BASED ON DONOR'S INSTRUCTIONS. FOOTNOTE TO FINANCIAL STATEMENTS THAT REPORTS LIABILITY UNDER FIN 48 PART X THE MUSEUM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, THERE IS NO PROVISION FOR THE INCOME TAXES. THE MUSEUM FOLLOWS THE PROVISIONS OF ASC 740-10-25 REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAS BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES NOR IN THE STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE MUSEUM EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 ROBERT R ARCHIBALD 356720 0 0 0 45800 0 89058 0 11509 0 503087 0 0 0 KAREN M GOERING 150144 0 0 0 0 0 9008 0 8129 0 167281 0 0 0 SUPPLEMENTAL INFORMATION PART III PART I, LINE 4(B): SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ROBERT R ARCHIBALD, PRESIDENT OF MISSOURI HISTORY MUSEUM, PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN AND THE 2011 CONTRIBUTION WAS $62,426.93. A VACATION ACCRUAL WAS MADE IN THE AMOUNT OF $11,932.19. GARY RAINWATER TRUSTEE RET CHAIR CEO AMEREN 388141 PROVIDER OF ELECTRICITY 0 DANIEL F COLE TRUSTEE PRES. AMEREN SERVICES 388141 SUBSIDIARY OF AMEREN 0 X X 12 133096 PUBLICLY TRADED STOCK X 200 1 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE MISSOURI HISTORY MUSEUM'S RESEARCH COLLECTIONS CONTAIN UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL AND INTERNATIONAL READERS AND RESEARCHERS. MUSEUM STAFF MEMBERS WORK TO SHARE THE COLLECTIONS IN THE GALLERIES, THROUGH OUR VARIOUS PUBLICATIONS, ONLINE AND THROUGH OUR COMMUNITY AND EDUCATIONAL PROGRAMS. THE VALUE OF THE COLLECTIONS AND LIBRARY HOLDINGS CANNOT BE DETERMINED, AND THEREFORE, IS NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH OF THE ITEMS IN THE COLLECTIONS IS CATALOGUED, PRESERVED AND CARED FOR, AND COLLECTIONS AUDITS ARE PERFORMED REGULARLY. PROCEEDS FROM DEACCESSIONS ARE USED TO ACQUIRE OTHER OBJECTS FOR THE COLLECTIONS. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - PROGRAM SERVICE PART III, LINE 4(A) EXHIBITIONS AND RESEARCH THE MUSEUM PRESENTS A NUMBER OF EXHIBITS EACH YEAR, BOTH PERMANENT AND TEMPORARY. THE TEMPORARY EXHIBITS ARE A COMBINATION OF TRAVELING EXHIBITS AS WELL AS EXHIBITS DEVELOPED AND PRESENTED BY THE EXHIBITIONS AND RESEARCH STAFF. THE 2011 EXHIBIT SCHEDULE INCLUDED, AMONG OTHERS, THE OPENING OF THE CIVIL WAR IN MISSOURI, GALLERY INSTALLATIONS INCLUDING KIRKWOOD ROOTS AND WOVEN IN TIME. AS WELL AS TRAVELING EXHIBITS SUCH AS AMERICA I'AM: THE AFRICAN AMERICAN IMPRINT AND MAMMOTHS AND MASTADONS: TITANS OF THE ICE AGE. ATTENDANCE TO THE MUSEUM AND ITS EXHIBITS WAS 364,820 IN 2011. EXPENSES INCLUDE SALARIES, SUPPLIES, AND THE COSTS ASSOCIATED WITH BOOKING TRAVELING EXHIBITS INCLUDING SHIPPING AND RENTAL FEES. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - PROGRAM SERVICE PART III, LINE 4(B) LIBRARY AND COLLECTIONS INCLUDES THE EXPENSES OF ACQUISITION AND CARE OF THE MUSEUM COLLECTIONS INCLUDING OBJECT COLLECTIONS, ARCHIVAL MATERIALS, PHOTOGRAPHS AND PRINTS, MOVING IMAGES, AND THE LIBRARY. THE COLLECTIONS INCLUDE ITEMS OF HISTORICAL SIGNIFICANCE IN MISSOURI AND SURROUNDING AREAS AND INCLUDES BUT IS NOT LIMITED TO THE FOLLOWING: PERSONAL ITEMS, JOURNALS, FURNITURE, FAMILY HEIRLOOMS, WEAPONS, BUSINESS RECORDS, GARMENTS AND HOUSEHOLD ITEMS, PAINTINGS, SCULPTURE, BOOKS, ETC. INCLUDES SALARIES AND SUPPLIES USED IN MAINTAINING AND CATALOGING THE COLLECTION AND ASSISTING THE PUBLIC WITH RESEARCH. DURING 2011, THERE WERE 4,141 VISITS TO THE LIBRARY AND RESEARCH AREAS AND OVER 6,228 RESPONSES TO PHONE, FAX, MAIL AND EMAIL REQUESTS FOR ASSISTANCE. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - PROGRAM SERVICE PART III, LINE 4(C) COMMUNITY EDUCATION & EVENTS COMMUNITY EDUCATION AND EVENTS OFFERED 700 PROGRAMS TO MUSEUM VISITORS OF ALL AGES. BEGINNING WITH TODDLERS, THE MUSEUM OFFERS HANDS ON ACTIVITIES AND STORYTELLING ON A WEEKLY BASIS. FOR THE MORE MATURE VISITOR, THE MUSEUM OFFERS LECTURES, DOCUMENTARIES, AND THEATRICAL PRODUCTIONS. THE LARGEST PROGRAM EACH YEAR IS A 16 WEEK OUTDOOR CONCERT SERIES, WHICH ATTRACTS OVER 27,000 AUDIENCE MEMBERS. IN KEEPING WITH THE EDUCATIONAL MISSION OF THE INSTITUTION, THE MUSEUM WELCOMED OVER 25,500 SCHOOL KIDS THROUGH ITS DOORS. IN TOTAL, THE INSTITUTION HAD ALMOST 112,000 VISITORS PARTICIPATE IN MUSEUM PROGRAMS. FORM 990, PART VI, SECTION A, LINE 2 TWO TRUSTEES HAVE A FAMILY RELATIONSHIP: LAURA SHAUGHNESSY IS THE DAUGHTER-IN-LAW OF JOSEPH SHAUGHNESSY TWO TRUSTEES HAVE A BUSINESS RELATIONSHIP: MARTIN GALT IS CHAIRMAN OF COMMERCE TRUST, AND V. RAYMOND STRANGHOENER IS PRESIDENT OF COMMERCE TRUST. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE FINANCE AND ACCOUNTING DEPARTMENT IN CONJUNCTION WITH THE INDEPENDENT AUDITORS. IT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT OF THE MUSEUM. THE 55 PERSON BOARD OF TRUSTEES PASSED A RESOLUTION FORMALLY DELEGATING THE AUTHORITY TO REVIEW THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD. FOLLOWING ITS REVIEW OF THE FORM 990, THE AUDIT COMMITTEE IS REQUIRED TO REPORT ITS FINDINGS AND RELEVANT COMMENTS BACK TO THE BOARD OF TRUSTEES PRIOR TO THE SUBMISSION OF THE FORM 990. THE BOARD OF TRUSTEES IS PROVIDED A COPY OF THE ENTIRE FORM 990 FOR REVIEW. THE FORM IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE TRUSTEES ARE REQUIRED TO REVIEW THE MUSEUM'S CONFLICT OF INTEREST POLICY AND SIGN A FORM CONFIRMING THAT THEY HAVE READ THE POLICY. IF THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST, THEY ARE REQUIRED TO DOCUMENT THAT POTENTIAL. THESE TWO FORMS ARE THEN FORWARDED TO THE METROPOLITAN ZOO AND MUSEUM DISTRICT OF THE CITY OF SAINT LOUIS, THE TAXING AUTHORITY PROVIDING PARTIAL FINANCIAL SUPPORT TO THE MUSEUM. THE EMPLOYEE HANDBOOK SPELLS OUT THE MUSEUM'S EMPLOYEE CONFLICT OF INTEREST POLICY AND EMPLOYEES ARE REQUIRED TO SIGN A FORM INDICATING THAT THEY HAVE READ AND UNDERSTAND THE REQUIREMENTS OF THE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR THE REVIEW AND SETTING OF THE COMPENSATION FOR THE PRESIDENT OF THE MUSEUM AND RECOMMENDING APPROVAL OF THAT COMPENSATION TO THE BOARD OF TRUSTEES. THE PRESIDENT'S COMPENSATION IS CODIFIED IN A MULTI-YEAR CONTRACT AND REVIEWED ANNUALLY. THE REVIEW AND APPROVAL OF THE COMPENSATION IS CONDUCTED IN ACCORDANCE WITH SECTION 4958 OF THE INTERNAL REVENUE CODE WITH RESPECT TO THE COMPARABLE INSTITUTIONS, BOTH LOCALLY AND NATIONALLY, AS WELL AS A REVIEW OF THE PERFORMANCE OF THE PRESIDENT AND THE NATIONAL REPUTATION OF THE MUSEUM. THE COMMITTEE HOLDS TWO SEPARATE MEETINGS, ONE TO DEVELOP THE RECOMMENDATION AND THE SECOND ONE TO CONFIRM THAT DECISION PRIOR TO REPORTING TO THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE, IN CONJUNCTION WITH THE PRESIDENT, REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS FOR THE LEADERSHIP GROUP OF THE MUSEUM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS MAINTAINED BY THE CHIEF FINANCIAL OFFICER AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN THE PAST. BEGINNING IN 2010 AND CONTINUING FOR 2011, THE FORM 990 WILL BE AVAILABLE ON-LINE ON THE MUSEUM'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 48,373. NET UNREALIZED GAINS ON INVESTMENTS -547,676. MUSEUM SHOP, NET -172,120. RESTAURANT EXPENSE -49,508. OTHER EXPENSES (SCHEDULE D, LINE 4B) 170,423. TOTAL TO FORM 990, PART XI, LINE 5: -550,508. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - OTHER PROGRAM SERVICES PART III, LINE 4(D) COMMUNICATIONS DEPARTMENT THE COMMUNICATIONS DEPARTMENT PROVIDES MARKETING AND PUBLIC RELATIONS ACTIVITIES FOR THE MUSEUM, INCLUDING MEDIA RELATIONS; ADVERTISING; CULTURAL TOURISM AND GRAPHIC DESIGN. STAFF MEMBERS WITHIN THE COMMUNICATIONS DEPARTMENT PREPARE AND DISTRIBUTE MEDIA MATERIALS PROMOTING EXHIBITIONS, EVENTS AND PROGRAMS TO THE PRINT AND ELECTRONIC MEDIA. COMMUNICATIONS DEPARTMENT PERSONNEL ALSO COORDINATE ALL INTERVIEWS AND SPEAKING ENGAGEMENTS RELATED TO THE MUSEUM. THE COMMUNICATIONS DEPARTMENT STAFF OVERSEES ALL ADVERTISING AND MARKETING OPPORTUNITIES AND PROMOTIONAL PARTNERSHIPS; DEVELOPS MARKETING PLANS AND PLACES ALL ADVERTISING FOR EXHIBITIONS, PROGRAM AND EVENTS; COORDINATES THE MUSEUM'S SOCIAL MEDIA PRESENCE. COMMUNICATIONS DEPARTMENT STAFF PROMOTES THE MUSEUM, SPECIAL EXHIBITIONS, FOREST PARK AND ST. LOUIS TO THE TOURISM INDUSTRY BY WORKING CLOSELY WITH REGIONAL VISITOR AND CONVENTION BUREAUS, TOUR COMPANIES, TRAVEL ORGANIZATIONS AND HOTEL CONCIERGE. THE COMMUNICATIONS DEPARTMENT PRODUCES BROCHURES; BANNERS; SIGNAGE; POSTCARDS; MAILERS AND A VARIETY OF PRINTED AND ELECTRONIC MATERIALS TO REPRESENT THE MANY EXHIBITIONS, PROGRAMS, AND MEMBERSHIP OPPORTUNITIES OF THE MISSOURI HISTORY MUSEUM. ANNUAL EXPENSES ARE $1,213,912. DIGITAL MEDIA AND PUBLICATIONS PROVIDES A NUMBER OF SERVICES FOR THE MUSEUM. IN ADDITION TO PUBLISHING A NUMBER OF BOOKS EACH YEAR (NEW TITLES OR REPRINTS OF BOOKS PREVIOUSLY PUBLISHED BY THE MUSEUM), THEY ALSO PUBLISH AN ANNUAL MEMBERS MAGAZINE AND MAINTAIN AN ONLINE MAGAZINE WITH CONTINUOUSLY CHANGING ARTICLES. THEY ALSO PROVIDE EDITING SERVICES FOR OTHER DEPARTMENTS IN THE MUSEUM. ANNUAL EXPENSES WERE $329,128 AND ANNUAL REVENUES ARE $26,732.