2011-05-10T12:06:05-05:00 2010-06-30 Baker Tilly Virchow Krause LLP 225 S 6th St Ste 2300 Minneapolis MN 55402 990 2009-07-01 410706172 Science Museum of Minnesota SCIE 6512219418 120 W Kellogg Blvd St Paul MN 55102 Duane Kocik 6512219418 2011-05-09 1 LAWRENCE H MOHR 6128764500 2011-05-09 2009 2016-02-24 21:20:13Z ERIC JOLLY 120 W Kellogg Blvd St Paul MN 55102 61160705 0 X WWW.SMM.ORG X 1907 MN See Schedule O 27 27 866 1262 430015 20844 15519256 15067386 20677972 20188718 -795715 977966 392734 220003 35794247 36454073 0 0 19814296 21821254 39468 28569 1535848 14868837 17054056 34722601 38903879 1071646 -2449806 146269498 144224457 31542644 30830029 114726854 113394428 THE MUSEUM'S MISSION IS TO "TURN ON SCIENCE: REALIZING THE POTENTIAL OF POLICY MAKERS, EDUCATORS AND INDIVIDUALS TO ACHIEVE FULL CIVIC AND ECONOMIC PARTICIPATION IN THE WORLD." 0 0 10405105 5361919 EXHIBIT EXHIBITION, PRODUCTION, DISTRIBUTION & OPERATIONSExpenses in this area cover the exhibition of traveling exhibits, and the production and distribution of Science Museum of Minnesota (SMM)-produced exhibits. For FY10, these included The Current Science Initiative, Earthscapes, Compact Fluid Power, Future Earth ,Math Core, Brighter Future, Nanoscale Informal Science Education Network, Lost Egypt, Titanic, The Dead Sea Scrolls, Biology Base Camp, University Research Outreach/Engagement Center, and the replication of the award-winning RACE: Are We So Different? exhibition. Science Museum-produced exhibits - including Wild Music, Playing with Time, Robots, RACE: Are We So Different?, and more - traveled to museums and science centers across the country, reaching more than 1.3 million people with their science education messages. Total Attendance for fiscal year ended 6/30/10 totaled 749,619. In FY10, SMM hosted traveling exhibits including Dead Sea Scrolls, Molecules and Health, and Titanic: The Artifact Exhibition. 6490699 2568598 Education DivisionThe Science Museum of Minnesota's Education Division creates and delivers educational programs that increase the public's understanding of science, technology, engineering, and math and that serve to attract youth to science and science careers. The Education Division incorporates 12 departments and approximately 25 grant-funded projects. Programs that serve K-12 School Audiences include the following:School Outreach delivers museum programs throughout Minnesota and the surrounding states to both school and non-school audiences. Programs include science demonstrations and assemblies, weeklong science residencies, Museum Trunks, and an array of educational resources, products, and materials for the classroom. In 2009/10 School Outreach programs reached 75,351 students in their classrooms. Professional Development programs for teachers including science content conferences, inquiry institutes/workshops, and science house - a teacher resource center served over 1,300 teachers totaling over 16,000 contact hours of inservice programming. The School Services and School Visits Departments provide weeklong science residencies (Investigator Clubs), science enrichment classes, pre and post field trip visit materials linking our exhibits with state science/math standards, and a weekly online newsletter for science educators. School field trips participation reached 98,880 this past year. The Warner Nature Center which is an affiliated program of the museum provides school, adult, family, and youth audiences with a number of environmental education and environmental science activities and programs. This past year approximately 14,000 students, families, and adults participated in WNC educational programs.Besides serving the K-12 school audiences, SMM developed and conducted a broad array of educational programs for out of school audiences. The Youth and Family Programs Department offers science enrichment classes, workshops, special weekend events, and weeklong science camps for children (3-13) and families covering a broad, multi-disciplined array of STEM content. This past year over 11,000 youth participated in these programs at the museum and multiple community sites away from the museum. The Learning Technologies Center (LTC) is an applied educational research and development center organized to support informal science learning experiences through creative and meaningful applications of digital technologies. The LTC serves as a project funded incubator for developing new methods and web-based approaches for integrating digital and information technologies into exhibits and ongoing museum programs. LTC provided a variety of camps, workshops, and programs for youth, adults and families that reached over a thousand participants this past year. Another significant museum program is The Kitty Andersen Youth Science Center (YSC) which is an endowed Center that engages and integrates underserved teen youth into the museum's programs and operations. The YSC provides a coordinated pathway of learning and working opportunities in the museum for youth between the ages of 13-18. Several hundred youth, working in teams and mentored by adult staff and volunteers, engage in scientific research, exhibit development, community outreach, and special museum events each year. The Adult and Group Programs offers overnight camp-ins for youth and family groups, a variety of adult science lectures and classes, and occasional family field trips and tours for the community and the museum's membership. In FY09/10 a total of 4,500 adults and youth participated in these programs. The Computer Education Center develops and delivers several thousand software and computer training classes a year for approximately 11,500 museum members, and business or professional audiences. 2444543 200320 SCIENCE DIVISIONANTHROPOLOGY:The Science Museum of Minnesota's Anthropology Department has curatorial responsibilities for the museum's worldwide collections of archaeological and ethnological artifacts. In 2009/2010 the Anthropology Department accessioned a variety of collections to enhance our holdings. Numerous job shadows, interviews, and other educational opportunities were provided. Staff also used a number of "community curators" to help identify artifacts and get the correct voice for exhibitions as well as to enhance our permanent records for each object. We are continuing to germinate seeds of indigenous species from the Museums permanent collection for research and outreach purposes.BIOLOGY:Biology staff conducts and collaborates on research, and maintains, builds, and exhibits collections of vertebrate and invertebrate animals and planet specimens. In 2009/2010, the biologist gave the weekly on-floor presentations demonstrating specimen preparation to school groups and other museum visitors, and worked with children participating in various museum education programs. The Biologist continued his ongoing project collecting plant specimens in Wadena County, Minnesota, completed contract work for the Minnesota Department of Natural Resources, and continued to add biological specimens to the museum's collections. The Biologist continues to participate in a program mentoring and introducing urban youth to deer hunting and related environmental/ecological activities, including buckthorn removal. PALEONTOLOGY:The Paleontology Department is concerned with collecting, preserving, exhibiting, and interpreting paleontological materials, involving an intensive program of preparation and systematic classification which puts the organisms within a context of their fundamental relationships. In 2009/2010, Museum paleontologists conducted field research projects in Montana, North Dakota, Minnesota and South Carolina. Numerous specimens and suites of specimens were added to the Museum's collections.COLLECTIONS MANAGEMENT AND CONSERVATION: (Collections Services)The Science Museum of Minnesota's Collections Services are responsible for the health, safety, and security of the museum's collections in storage, on exhibit, and on loan. Staff maintains, preserves, organizes and catalogs the collections. The planning of Collections Management continued to focus on digitization of the collections to make them more accessible to a broader audience. Collections staff gave numerous tours of lab facilities and collections to countless community, educational, and donor groups. Conservation staff performed treatment on an ongoing maintenance of collections and prepared artifacts for exhibit. Integrated Pest Management and environmental monitoring was continued for the entire museum. Collections staff gave a number of talks at conferences about collections planning, moving collections, and the continued need of collaboration in what we do in our industry. We continue to help with all aspects of the installing and taking down of our traveling exhibitions. In the past year about 570 people toured our collections and about 47 researchers studied at SMM. More than 2750 specimens and artifacts were added to the collection this year.ST. CROIX WATERSHED RESEARCH STATION:The Museum's St. Croix Watershed Research Station conducts ecological research at the watershed scale and managed staff research projects during 2009/2010. Studies continued on the role of mercury in the environment, with concentration on the role of methylmercury in forested wetlands. Studies of the St. Croix River included analysis of wetland environmental histories, development of a watershed model to provide technical information to water management organizations, and restoration of several prairies in the watershed. Several cooperative projects with the National Park Service continue to focus on development of protocols for inventory and monitoring of resources in national parks of the Great Lakes Region. Three outreach events were held for members of the station's Friend Group; approximately 125 people attended the annual St. Croix River Research Rendezvous sponsored by the research station; and Artist at Pine Needles residencies continue to be a success. 15381499 10041429 Other Program Services include membership costs supporting the Museum's 31,000 member households, omnitheater operation and film distribution expenses for the Museum's educational films. Other expenses include communications and marketing, depreciation, building maintenance and operation expenses. 15381499 10041429 34721846 1 1 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 108 0 1 866 1 1 1 1 CJ 0 0 0 1 1 0 0 0 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X DUANE KOCIK 6512219418 120 WEST KELLOGG BLVD ST PAUL MN 55102 DR ERIC J JOLLY 40.00 X X 526430 0 33400 MR RICHARD C KELLY 1.00 X X 0 0 0 Ms Susan K Nestegard 1.00 X X 0 0 0 Mr Ellis Bullock 1.00 X 0 0 0 Ms Deborah Burke 1.00 X 0 0 0 MS MARY CARTER 1.00 X 0 0 0 Mr Ronald Christenson 1.00 X 0 0 0 MR JUDSON DAYTON 1.00 X 0 0 0 MS TINA DECKER 1.00 X 0 0 0 Mr Charles M Denny Jr 1.00 X 0 0 0 Mr Edward J Driscoll III 1.00 X 0 0 0 DR ROBERT ELDE 1.00 X X 0 0 0 Mr Gary Ellis 1.00 X 0 0 0 Mr Alan L Goldbloom MD 1.00 X 0 0 0 MS JULIA HYNNEK 1.00 X 0 0 0 Mr Richard H King 1.00 X 0 0 0 Mr Richard O Lund 1.00 X 0 0 0 MR RUSS NELSON 1.00 X X 0 0 0 Mr Peter Olin 1.00 X 0 0 0 Mr Steven Proeschel 1.00 X 0 0 0 Mr Paul F Puerzer CPA 1.00 X 0 0 0 MR MIGUEL RAMOS 1.00 X 0 0 0 Mr Troy Risch 1.00 X 0 0 0 Ms Diane M Schmidt 1.00 X 0 0 0 Mr John M Stanoch 1.00 X 0 0 0 Mr William Sweasy 1.00 X 0 0 0 Mr Daniel Titcomb 1.00 X 0 0 0 Ms Andrea Walsh 1.00 X 0 0 0 DR LARRY A WENDLING 1.00 X 0 0 0 MR DUANE KOCIK 40.00 X 174958 0 18416 Ms Jill Rudnitski 40.00 X 156618 0 4138 Mr Michael Day 40.00 X 140890 0 13470 Ms Julie Johnson 40.00 X 121672 0 16113 Mr Paul Martin 40.00 X 108535 0 15464 Mr James Fairman 40.00 X 104920 0 6011 1334023 0 107012 7 0 1 0 Low Voltage Contractors 4200 west 76th street Minneapolis MN 55405 Maintenance Services 167794 Automatic data Processing PO Box 78415 Phoenix AZ 85062 Payroll Services 138386 Industrial Artisans 2141 St Anthony Parkway suite 103 minneapolis MN 55418 furniture/carpentry services 128889 Berger Transfer & Storage PO Box 1450 Minneapolis MN 55485 Transportation Services 122742 Gabriel DeGrood Bendt 608 2nd avenue south suite 129 Minneapolis MN 55402 Creative concept/advertising 110305 6 90985 7715268 7261133 148337 15067386 ADMISSIONS AND FEES 713990 10449360 10449360 FILM/EXHIBIT RENTAL 713990 5108521 5108521 Memberships 713990 2614385 2614385 PARKING RAMP 812930 2016452 470936 1545516 20188718 661926 661926 305923 347441 -41518 -41518 -40921 -597 23567708 23251668 316040 316040 316040 16690 90985 156623 -139933 -139933 1352354 950900 401454 401454 36454073 18172266 430015 2784406 752335 137680 614655 17041314 15319313 840095 881906 937997 822868 91562 23567 1728394 1437512 165019 125863 1361214 1182460 111288 67466 56541 55160 1381 72317 72317 28569 28569 69999 69999 304718 199708 105010 688477 688477 980454 739990 101887 138577 357750 357750 1233719 1233719 183102 137754 28352 16996 57337 33980 8008 15349 922220 922220 4947127 4875915 39562 31650 173468 48678 124790 Exhibit Programs 3589454 3589454 Educational programs 1602752 1602752 Omnitheatre Programs 681694 681694 Science Programs 576631 576631 miscellaneous 556296 332999 123783 99514 38903879 34721846 2646185 1535848 54234 62815 4983037 2046438 3044909 3412083 5621466 5582987 207831 392104 126220 269582 165677182 78750058 90290958 86927124 8442398 10996623 32795233 34128989 703212 405712 146269498 144224457 4961491 5686865 3856984 3220629 20700000 20000000 2024169 1922535 31542644 30830029 X 89111472 85518982 8289569 10373425 17325813 17502021 114726854 113394428 146269498 144224457 X 0 1 1 X 1 1 X 10001905 11852918 13935124 15519256 15067386 66376589 10001905 11852918 13935124 15519256 15067386 66376589 3932094 62444495 96349 96246 105569 396129 661926 1356219 209084 232878 217197 235904 352 895415 79571 16690 96261 68724484 97078384 0.90860 0.88710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 2 67.00 1 1 80.00 5000 1 X X X X 0 37649657 69936 1993537 2337240 37375890 47360567 126500 -9822123 15287 37649657 0.48500 0.51500 0 0 2429155 2429155 95035330 28266097 66769233 8090182 7202869 887313 60122515 43281092 16841423 86927124 Cash and Short term Investments 14353962 F Beneficial interest in trusts 1189105 F Limited Partnerships 18585922 F 34128989 36454073 38903879 -2449806 1997924 -880544 1117380 -1332426 39026417 1997924 -880544 1117380 37909037 -1454964 -1454964 36454073 40358843 1454964 1454964 38903879 0 38903879 Part II, Line 5: Explanation of Easements Enforcement Policies: Written policies are in place regarding monitoring, inspecting, responding to violations and enforcing conservation easements. Our easments contain provisions granting us the right of access to the property for purposes of inspecting the easement. The policy regarding response to violations and enforcement set forth procedures regarding the identification, documentation, and classification of responses to easement violations. It also includes a process for addressing violations. Part II, Line 9: Description of How Organization Reports Conservation Easements: Part II line 9-The Museum does not record any value for conservation easements in its revenue and expense statement or balance sheet. Part III, Line 1a: The Museum's collections are not recognized as assets on the statement of financial position. Purchases of collections are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily restricted net assets if a donor makes a contribution intended to fund the subsequent purchase of collections. Contributions of collections are not reflected on the financial statements. Part III, Line 4: The Science Museum of Minnesota has a collection of nearly two million artifacts and specimens from the disciplines of anthropology, biology, paleontology and geology. These objects are used as the basis for research and scholarly publications by Science Museum curators, as well as visiting scientists. The collections enable collaboration with other members of the scientific community through loans and trades of casts and specimens with other institutions. The museum's stewardship of this collection ensures the physical integrity of its individual pieces, as well as preparing artifacts and specimens for public exhibition. Part V, Line 4: Description of Intended Use of Endowment Funds: The Museum typically spends 4-6% of the endowment's assets every year to fund general operations of the Museum or donor specified purposes which are aligned with the mission of the Museum. Any excess earnings are reinvested to augment the endowment and to compensate for inflation and recessions in future years. Part X: Description of Uncertain Tax Positions Under FIN 48: The Internal Revenue Service has determined that the Museum is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. The Museum is also exempt from state income taxes. However, any unrelated business income may be subject to taxation. In accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, the Museum addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, the Museum may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the Museum and various positions related to the potential sources of unrelated business taxable income. There were no significant unrecognized tax benefits identified or recorded as liabilities during fiscal year 2010. Open tax years subject to examination by the U.S. and state taxing authorities are for the years 2007 to 2009, which statutes expire in 2011 to 2013, respectively. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS: 50272. Unrealized loss on interest rate swap: -930816. Part XII, Line 2d - Other Adjustments: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS: 50272. Unrealized loss on interest rate swap: -930816. Part XII, Line 4b - Other Adjustments: Event Expense: -156623. MUSEUM STORE EXPENSE: -950900. RENTAL PROPERTY EXPENSE: -347441. Part XIII, Line 2d - Other Adjustments: MUSEUM STORE EXPENSE: 950900. RENTAL PROPERTY EXPENSE: 347441. Event Expense: 156623. X X X X X X X 0 Aria Communication Fundraising 0 0 28569 -28569 28569 -28569 MN Dead Sea Scrolls 107675 90985 16690 393 75588 7300 73342 107675 90985 16690 393 75588 7300 73342 156623 -139933 1 X X X X X 0 0 0 0 0 0 0 0 0 DR ERIC J JOLLY 401430 0 125000 0 0 0 26510 0 6890 0 559830 0 0 0 MR DUANE KOCIK 169458 0 5500 0 0 0 16399 0 2017 0 193374 0 0 0 Ms Jill Rudnitski 154618 0 2000 0 0 0 0 0 4138 0 160756 0 0 0 Mr Michael Day 135390 0 5500 0 0 0 12270 0 1200 0 154360 0 0 0 Richard Kelly Board member Business 471784 The Science Museum of Minnesota purchases utilites with Xcel Energy during their normal course of business in which Richard Kelly is employed by Xcel Energy. The Board member abstained from decisions made regarding business transactions with the interested person's organization. 0 Deborah-Burke Board member Business 87508 The Science Museum of Minnesota contracts banking services with US Bank such as lines of credit, credit cards, checking accounts, investment accounts, during their normal course of business in which Deborah-Burke is employed by US Bank. The Board member abstained from decisions made regarding business transactions with the interested person's organization. 0 John Stanoch Board member Business 268185 The Science Museum of Minnesota purchases telephone services with Qwest Communications during their normal course of business in which John Stanoch is employed by Qwest Communications. The Board member abstained from decisions made regarding business transactions with the interested person's organization. 0 X 13 142915 Average of high/low X 1 5422 Fair Market value 0 1 0 Form 990, Part VI, Section A, line 1 The bylaws of the Science Museum of Minnesota Section 5.2 state "The Executive Committee shall have the authority of the Board of Trustees in the management of the business of this corporation in the interval between meetings of the Board of Trustees, and the Executive Committee shall at all times be subject to the control and direction of the Board of Trustees. The Executive Committee's includes : Chairman of the Board, Vice Chairman of the Board, Board Secretary, Treasurer of the Board, and Chairman of the following Committes: Finance and Administration, Audit, Nominating and Board Development, Collections, Compensation." Form 990, Part VI, Section B, line 11 The Science Museum of Minnesota's Form 990 is made available to the Museum's Board of Trustees prior to it's review and approval by the Museum's audit committee. It should be noted that the Board of Trustees has delegated authority for the review and approval of the Form 990 to the Museum's audit committee. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is validated on an annual basis for Board members and senior staff. The policy covers both the responsible person and any family members. Prior to any transaction involving a conflict of interest, senior staff or committee member having a conflict of interest shall disclose all facts material to the conflict of interest. A person who has a conflict of interest with respect to a contract or transaction that will be voted on at a meeting shall not be counted in determining the presence of a quorum for the purposes of the votes. Such a person shall not attempt to exert his or her personal influence with respect to the matter. An employee who is not a member of the Board of Trustees of the Science Museum of Minnesota shall disclose to his/her supervisor any conflict of interest that such employee has with respect to a contract or transaction. Such disclosure shall be made as soon as the conflict of interest is known to the employee. Employees shall refrain from any action that may influence the Science Museum of Minnesota's participation in such contract of transaction. During fiscal year 2009/2010 the Board of Trustees did not report any conflicts. Form 990, Part VI, Section B, line 15 The Executive and Compensation Committee is comprised of members of the Board of Trustees. The committee will annually review and report on the Presidential performance against objectives and recommend the Presidential compensation changes to the Board of Trustees based on performance and comparatives of a selected peer group. Other officer's compensation is reviewed on a regular basis based upon performance against objectives and comparatives of a selected peer group. In 2010 the Science Museum contracted with an external compensation consultant to evaluate all benchmark politions including the CEO, the Senior Management Team and keyleadership roles. Depending on the role, the comparative market data was a blend of not-for-profit and for-profit organizations locally, regionally or nationally. All benchmark politions were slotted into new pay ranges and some adjustments were made to ensure the roles better reflected the market. Form 990, Part VI, Section C, line 19 Governing documents and the conflict of interest policy are available upon request. The public inspection copy of the Form 990 and 990T are also available upon request. Form 990, Part XI, Line 2c Oversight of the audit The process for the oversight of the audit has not changed from prior year. fORM 990, Part I, line 1 Organization's mission The Science Museum of Minnesota is one of the state's oldest and best-known cultural institutions, with a history dating back to 1907. The Museum's mission statement is "Turn on the science: realizing the potential of policy makers, educators and individuals to achieve full civic and economic participation in the world." The Science Museum's facility is a cornerstone of St. Paul's riverfront revitalization project and serves more than one million people each year with a unique combination of cutting-edge technology, high-tech entertainment, engaging temporary exhibitions, and a world-class collection of fossils and artifacts spanning billions of years of the earth's history. The Science Museum of Minnesota is the most-visited museum in the five-state region and consistently ranks first in the Twin Cities rankings for favorite museums and favorite family outings. Additionally, the Science Museum of Minnesota is one of the nation's most prolific producers of original science exhibits. Drawing on research from the museum's own staff, the Science Museum creates exhibits that continue to be enjoyed by millions.