2011-06-27T10:58:27-04:00 2010-12-31 CBIZ MHM LLC One CityPlace Dr Ste 570 St Louis MO 63141 990 2010-01-01 430654866 Missouri Historical Society MISS 3144543104 PO Box 11940 St Louis MO 631120040 Authorized Signer 3146922249 2010-05-10 true Kevin Boeving 3146922249 2010 2016-02-24 21:20:13Z MISSOURI HISTORY MUSEUM Robert R Archibald PO Box 11940 St Louis MO 631120040 24069163 false X WWW.MOHISTORY.ORG X 1866 MO Deepen the understanding of past choices, present circumstances, and future possibilities. Develop historical exhibits, provide educational programs, community outreach and maintain historical collections. 53 53 218 313 0 12694485 12058858 217444 674336 619839 646635 417479 325863 13949247 13705692 0 0 0 0 5235005 5432704 0 0 498358 7539161 8386516 12774166 13819220 1175081 -113528 57795875 60417563 2017249 2142203 55778626 58275360 X THE MUSEUM'S MISSION IS TO DEEPEN THE UNDERSTANDING OF PAST CHOICES, PRESENT CIRCUMSTANCES AND FUTURE POSSIBILITIES; STRENGTHEN THE BONDS OF COMMUNITY; AND FACILITATE SOLUTIONS TO COMMON PROBLEMS. false false 4035216 0 551255 See Schedule O - Attachment 3496439 0 61488 See Schedule O - Attachment 1336314 0 136897 See Schedule O - Attachment 341313 56585 Digital Media and Publications 1212765 Communications 1554078 56585 10422047 true true false true false false false true false true true false false false true true true false false false false false false false false false false false false true false false false false false false false true true true false false false false false false false false true 95 0 true 218 true false false false false false false false false false false false false false X 53 53 true false false false false false false true true false false true true true true true true true true false X X X HARRY E RICH 3144543104 5700 LINDELL BLVD St Louis MO 631120400 Herbert D Condie III 1.0 X 0 0 0 Elizabeth T Robb 1.0 X 0 0 0 Joseph F Shaughnessy 1.0 X 0 0 0 W Wayne Withers 1.0 X 0 0 0 Camilla Brauer 1.0 X 0 0 0 Melvin F Brown 1.0 X 0 0 0 Taylor S Desloge 1.0 X 0 0 0 Earl K Dille 1.0 X 0 0 0 Rev Dr John N Doggett Jr 1.0 X 0 0 0 Marilyn R Fox 1.0 X X 0 0 0 Cheryl Jean Fromm 1.0 X X 0 0 0 Hon Wayne Goode 1.0 X 0 0 0 James Howe III 1.0 X 0 0 0 Frank Jacobs 1.0 X 0 0 0 Ann Liberman 1.0 X 0 0 0 Frank C Maggiorotto 1.0 X 0 0 0 James S McDonnell III 1.0 X 0 0 0 Priscilla R McDonnell 1.0 X 0 0 0 Sandra Moore 1.0 X 0 0 0 Richard Navarre 1.0 X X 0 0 0 Noemi K Neidorff 1.0 X X 0 0 0 William R Orthwein 1.0 X 0 0 0 Cheryl Polk 1.0 X 0 0 0 Frank L Steeves 1.0 X X 0 0 0 Dr Donald M Suggs 1.0 X X 0 0 0 Reeve Lindbergh Tripp 1.0 X 0 0 0 Hon George H Walker III 1.0 X 0 0 0 Yvette Whitehead 1.0 X X 0 0 0 Steve Ehlmann 1.0 X 0 0 0 Martin E Galt III 1.0 X 0 0 0 Mary Lee Hermann 1.0 X 0 0 0 Robert F McCoole 1.0 X 0 0 0 Laura Shaughnessy 1.0 X X 0 0 0 Rex Sinquefield 1.0 X 0 0 0 James A Tricarico 1.0 X 0 0 0 Gary L Rainwater 1.0 X X 0 0 0 V RAYMOND STRANGHOENER 1.0 X X 0 0 0 DARNETTA CLINKSCALE 1.0 X 0 0 0 ANABETH WEIL 1.0 X 0 0 0 CATHERINE BERGES 1.0 X X 0 0 0 Sonya Glassberg 1.0 X 0 0 0 DR GERALD EARLY 1.0 X 0 0 0 Rachel Keller Brown 1.0 X 0 0 0 Daniel F Cole 1.0 X 0 0 0 Veronica McDonnell 1.0 X 0 0 0 Paul J McKee Jr 1.0 X 0 0 0 Mabel L Purkerson MD 1.0 X 0 0 0 Jim Schiele 1.0 X 0 0 0 Arnold W Donald 1.0 X 0 0 0 Robert R Archibald 50.0 X X 393281 0 103299 DONNA WILKINSON 1.0 X 0 0 0 KENNETH S KRANZBERG 1.0 X 0 0 0 JOHN R ROBERTS 1.0 X 0 0 0 L B ECKELKAMP 1.0 X 0 0 0 KAREN M GOERING 40.0 X 145652 0 16541 VICKI KAFFENBERGER 40.0 X 104038 0 11554 HARRY E RICH 40.0 X 118154 0 9029 761125 0 140423 4 false true false Membership Consultants 3868 Russell Blvd ST LOUIS MO 63110 Consulting 164421 1 523318 9860396 1675144 12058858 TICKET REVENUE 611600 518282 518282 LIBRARY PHOTOS & PRINTS 611600 28516 28516 PUBLICATIONS 611600 23613 23613 EDUCATION EVENTS & TOURS 611600 103925 103925 674336 769755 769755 0 0 9977443 10100563 -123120 -123120 -123120 0 0 456882 262908 193974 193974 MISCELLANEOUS 611600 23641 23641 FACILITIES & CATERING 611600 108248 108248 131889 13705692 806225 840609 0 0 0 0 496580 0 496580 0 0 3917299 2667828 993055 256416 201547 145660 43957 11930 511124 330471 163803 16850 306154 199612 82897 23645 0 81795 81795 38736 38736 10800 10800 0 0 283794 69888 202221 11685 643557 643557 308351 175112 124378 8861 198175 146825 45432 5918 0 3629103 3343045 271272 14786 28931 26502 1977 452 0 29628 4701 24232 695 0 0 858887 714448 138459 5980 201640 172843 23809 4988 EXHIBITS 1094548 1088578 5970 COMMUNITY EDUCATION AND EVENTS 408123 408123 VOLUNTEER SERVICES 241140 211277 26771 3092 PUBLICATIONS 56099 15915 40184 ANNUAL APPEAL & CULTIVATION 131949 131949 141260 57662 82487 1111 13819220 10422047 2898815 498358 1176645 158330 127964 302669 100082 43065 62106 248623 270191 397329 533542 40820627 14946016 25962850 25874611 28610971 31053130 2072038 1219292 57795875 60417563 1182710 1335155 5880 12396 828659 794652 2017249 2142203 X 42233298 43646867 6800342 7870007 6744986 6758486 55778626 58275360 57795875 60417563 X -113528 2610262 X false true true X false X 4783113 2860132 2564938 2693161 2256697 15158041 9402068 9608405 9824756 9807838 9802161 48445228 14185181 12468537 12389694 12500999 12058858 63603269 63603269 983707 953916 762589 383370 769755 3853337 2194629 953110 805095 828408 1000200 5781442 73238048 1590981 0.86845 0.86738 X Museum Shop 193,974 Facility Rental/Catering 108,248 Exhibit Ticket Revenue 518,282 Publication Sales 23,613 Library Photos & Prints 28,516 Special Events & Tours 103,925 Miscellaneous 23,642 Total Other Income 1,000,200 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 10800 10800 false false EXPLANATION OF OTHER ACTIVITIES PART II-B, LINE 1(I) 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 false 12811582 13500 1537023 396000 13966105 10441873 500 2369209 12811582 14990914 51000 -4600041 10441873 0.51600 0.48400 false false 0 975914 975914 0 37529075 13935809 23593266 0 2315637 1010206 1305431 0 0 25874611 0 SPLIT INTEREST AGREEMENTS 307194 DEFERRED COMPENSATION PLAN 487458 794652 13705692 13819220 -113528 2585039 256578 -231355 2610262 2496734 16265489 2585039 256578 2841617 13423872 281820 281820 13705692 13768755 13768755 50465 50465 13819220 Other Asset Reconciliation Part XI, Line 8 Construction in Progress Write Off $(151,475) Split Interest Change in Value Expense (24,426) Restaurant Revenue/Expense Net (55,454) ---------- $(231,355) Other Revenue Reconciliation Part XII, Line 4(b) Museuem Shop, Net $184,914 Restaurant Expense $96,906 -------- $281,820 Other Expense Reconciliation Part XIII, Line 4(b) Construction in Progress Write Off $(151,475) Split Interest Change in Value Expense (24,426) Museuem Shop 184,915 Restaurant 41,451 --------- 50,465 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 true true X X X X X false true false false false false false false false Robert R Archibald 346724 0 0 0 46557 0 91536 0 11763 0 496580 0 0 0 KAREN M GOERING 145652 0 0 0 0 0 8739 0 7802 0 162193 0 0 Supplemental Nonqualified Retirement Plan Part 1, Line 4(b) Robert R Archibald, President of MHM, participates in a 457(f) Deferred Compensation Plan and the 2010 contribution was $60,676.70. In addition, a vacation accrual was made in the amount of $16,160. Gary Rainwater Trustee Ret. Chair,CEO Ameren UE 374779 PROVIDER OF ELECTRICITY Daniel F Cole Trustee President,Ameren Services 374779 Subsidiary of Ameren Electric Joseph F Shaughnessey Trustee Chairman,BSI Construction 304227 Construction Srvcs Restaurant X X 184 0 false true false Method of Determining Revenues Part 1, Line 2 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. Family or Business Relationships 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. Procedure for Preparation and Review of Form 990 Part VI, Section B, Line 11 &11A 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 53 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 number of the key summary pages, including Part 1 Summary Page; Part VI Sections A, B, & C, Part VII, Part VIII, Part IX, Part X and Schedules J and J-2. Copies of the entire Form 990 are available to the Board on Request following the review by the board. The Form 990 is submitted. Monitoring Conflict of Interest Policy Part VI, Section B, Line 12(c) 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. Compensation Review and Approval Process Part VI, Section B, Line 15(a) and 15(b) 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. Disclosures Part VI, Section C, Line 18 Form 990 is maintained by the Chief Financial Officer and made available to the Public upon request in the past. In 2010 Form 990 will be available on-line on the Museum's Website. Disclosures Part VI, Section C, Line 19 The Museum's governing documents, conflict of interest policy, whistelblower policy, and audited financial statements are maintained by the Chief Financial Officer and made available to the Public upon request. 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 2010 exhibit schedule included, among others, the continuation of Katherine Dunham: Beyond the Dance which chronicled the life, creative dance, and anthropologic contributions of Katherine Dunham as well as traveling exhibits such as Race: Are We So Different; Vatican Splendors: A Journey Through Faith and Art; Homelands: How Women Made the West; Treasures of Napoleon. Attendance to the Museum and its exhibits was 511,835 in 2010. 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 the year, there were 4,181 visits to the library and research areas and over 6,263 responses to phone, fax, 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 25,000 audience members. In keeping with the educational mission of the institution, the museum welcomed over 25,000 school kids through its doors. In total, the institution had almost 100,000 visitors participate in museum programs. 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 $1,212,765. 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 $341,313 and Annual Revenues are $25,313. Reconciliation of Net Assets Form 990, Part XI, Line 5 Net unrealized gains on investments $2,585,039 Donated Services and Use of Facilities 256,578 Museum Shop, Net (184,914) Restaurant Expense (96,906) Other Expenses (Schedule D, Line 4b) 50,465 ---------- $2,610,262