2011-05-16T10:27:22-05:00 2010-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-07-01 340714336 Cleveland Museum of Art CLEV 2164217340 11150 East Boulevard Cleveland OH 44106 JANET G ASHE 2011-05-16 3176817000 2009 2016-02-24 21:20:13Z Janet G Ashe 11150 East Boulevard Cleveland OH 44106 259928208 false X www.clevelandart.org X 1913 OH TO PROVIDE A COLLECTION OF ARTWORK REPRESENTING THE HIGHEST AESTHETIC ACHIEVEMENT OF INDIVIDUALS AND CIVILIZATIONS, PAST AND PRESENT, FOR THE BENEFIT OF THE PUBLIC 31 30 449 585 -120999 0 35201866 46107615 3889523 3085759 4421767 28362186 736272 490534 44249428 78046094 0 0 0 0 19317418 18880891 9000 0 2152200 29286408 31566611 48612826 50447502 -4363398 27598592 825160413 873340925 117966112 119546254 707194301 753794671 THE MISSION OF THE CLEVELAND MUSEUM OF ART IS TO FULFILL ITS DUAL ROLES AS ONE OF THE WORLD'S MOST DISTINGUISHED COMPREHENSIVE ART MUSEUMS AND AS ONE OF NORTHEASTERN OHIO'S PRINCIPAL CIVIC AND CULTURAL INSTITUTIONS. THE MUSEUM, ESTABLISHED IN 1913 "FOR THE BENEFIT OF ALL THE PEOPLE FOREVER," 1 SEEKS TO BRING THE PLEASURE AND MEANING OF ART TO THE BROADEST POSSIBLE AUDIENCE IN ACCORDANCE WITH THE HIGHEST AESTHETIC, INTELLECTUAL AND PROFESSIONAL STANDARDS. TOWARD THIS END THE MUSEUM AUGMENTS, PRESERVES, EXHIBITS AND FOSTERS UNDERSTANDING OF THE OUTSTANDING COLLECTIONS OF WORLD ART IT HOLDS IN TRUST FOR THE PUBLIC AND PRESENTS COMPLEMENTARY EXHIBITIONS AND PROGRAMS. THE CLEVELAND MUSEUM OF ART EMBRACES ITS LEADERSHIP ROLE IN COLLECTING, SCHOLARSHIP, EDUCATION AND COMMUNITY SERVICE. (1. J.H. WADE II, ACT OF CONVEYANCE OF LAND TO BE USED FOR THE CMA.) false false 10804306 0 0 ACQUISITIONS OF ART 4213927 0 1204265 EDUCATION, LIBRARY AND COMMUNITY PROGRAMS 1014749 0 548906 SPECIAL EXHIBITIONS 23433602 0 1655154 39466584 true true false true false false true false true true true false false false true false false false true false false false false true true false false false false false true false false false true true true false false false false false false false true 235 0 true 449 true true true false false false false true true false false false 31 30 true false false false false false false true true false false false true true true true true true true false OH X EDWARD W BAUER 2167072248 11150 EAST BOULEVARD CLEVELAND OH 44106 ALFRED M RANKIN JR 0.5 X X 0 0 0 JAMES T BARTLETT 0.5 X X 0 0 0 MICHAEL J HORVITZ 0.5 X X 0 0 0 SARAH S CUTLER 0.5 X X 0 0 0 ELLEN STIRN MAVEC 0.5 X X 0 0 0 JAMES A RATNER 0.5 X X 0 0 0 STEPHEN J KNERLY JR 0.5 X X 0 0 0 TIMOTHY RUB 40.0 X X 330922 0 26123 DEBORAH A GRIBBON 40.0 X X 102186 0 195 VIRGINIA N BARBATO 0.5 X 0 0 0 JAMES S BERKMAN 0.5 X 0 0 0 FREDERICK E BIDWELL 0.5 X 0 0 0 APRIL MILLER BOISE 0.5 X 0 0 0 CHARLES P BOLTON 0.5 X 0 0 0 TERRANCE CZ EGGAR 0.5 X 0 0 0 RICHARD FEARON 0.5 X 0 0 0 HELEN FORBES-FIELDS 0.5 X 0 0 0 ROBERT W GILLESPIE 0.5 X 0 0 0 AGNES GUND 0.5 X 0 0 0 GEORGE GUND III 0.5 X 0 0 0 CYNTHIA AMES HUFFMAN 0.5 X 0 0 0 CHARLES S HYLE 0.5 X 0 0 0 SUSAN KAESGEN 0.5 X 0 0 0 ROBERT M KAYE 0.5 X 0 0 0 NANCY F KEITHLEY 0.5 X 0 0 0 R STEVEN KESTNER 0.5 X 0 0 0 ALEX MACHASKEE 0.5 X 0 0 0 WILLIAM P MADAR 0.5 X 0 0 0 MILTON MALTZ 0.5 X 0 0 0 S STERLING MCMILLAN III 0.5 X 0 0 0 SCOTT C MUELLER 0.5 X 0 0 0 STEPHEN E MYERS 0.5 X 0 0 0 FREDERICK R NANCE 0.5 X 0 0 0 ANNE HOLLIS PERKINS 0.5 X 0 0 0 DONNA S REID 0.5 X 0 0 0 DR EUGENE TW SANDERS 0.5 X 0 0 0 DAVID M SCHNEIDER 0.5 X 0 0 0 MARK SCHWARTZ 0.5 X 0 0 0 DR JERRY SUE THORNTON 0.5 X 0 0 0 JANET G ASHE 40.0 X 232528 0 26444 EDWARD W BAUER 40.0 X 109760 0 22266 CYNTHIA FINK 40.0 X 111568 0 29699 SUSAN S JAROS 40.0 X 220295 0 27365 CHARLES G MANN 40.0 X 162080 0 22705 JEFFREY W STREAN 40.0 X 112373 0 25782 MARJORIE L WILLIAMS 40.0 X 119121 0 10989 1500833 0 191568 11 false true false PANZICA GILBANE 1801 MARTIN LUTHER KING BLVD CLEVELAND OH 44106 CONSTRUCTION MGMT 22750582 DONLEY'S INC 5430 WARNER ROAD CLEVELAND OH 44125 GENERAL CONTRACTING 3872615 RAFAEL VINOLY ARCHITECTS PC 50 VANDAM ST NEW YORK NY 10013 ARCHITECT 2062738 THE RISE GROUP 120 SOUTH LASALLE ST SUITE 1750 CHICAGO IL 60603 PROJECT CONSULTING 696409 HAHN LOESER PARKS LLP 200 PUBLIC SQ SUITE 200 CLEVELAND OH 44114 LEGAL / ATTORNEY 477773 16 11673902 34433713 1862685 46107615 Special Exhibtions 713990 548906 548906 Membership dues 713990 1332588 1332588 Education 713990 644233 644233 Performing arts 713990 551570 551570 Library 713990 8462 8462 3085759 5395400 5395400 0 0 149272806 54616641 133406331 47516330 15866475 7100311 22966786 22966786 417659 411493 6166 6166 0 864360 547960 316400 316400 Parking 812930 288967 288967 Other investment income 525990 -120999 -120999 167968 78046094 3408325 -120999 28651153 0 0 0 0 775396 447929 327467 0 14195552 10930575 2413244 851733 668796 514973 113695 40128 2198736 1693027 373785 131924 1042411 802656 177210 62545 0 311994 311994 135800 135800 139500 139500 0 1807775 1807775 1932300 1487871 328491 115938 718663 553370 122173 43120 1251080 963332 212684 75064 276080 212582 46934 16564 0 2382747 1834715 405067 142965 891769 686662 151601 53506 0 0 2756122 2122214 468541 165367 0 6753893 5200498 1148162 405233 364262 280482 61925 21855 ACQUISITION OF ART 10727683 10727683 PUBLICATION/LIBRARY/PRINTING 671053 671053 MAINTENANCE, REPAIRS & EQUIP 279336 215088 47487 16761 All other expenses 166554 121874 35183 9497 50447502 39466584 8828718 2152200 7310366 7364878 9320118 12168482 34245037 26983275 240374 261227 618525 586214 654538 635016 378773 1773837 288971829 48133206 209785422 240838623 410532775 429788921 139860374 152940452 12214111 0 825160413 873340925 16505498 29271596 342663 274658 90000000 90000000 11117951 0 117966112 119546254 X 136035983 102403396 319877714 339908888 251280604 311482387 707194301 753794671 825160413 873340925 X false true true X false X 34709311 63027713 55892034 35201866 46107615 234938539 34709311 63027713 55892034 35201866 46107615 234938539 40506833 194431706 4740747 6610084 10217228 4930716 5395400 31894175 266832714 22174216 0.72867 0.74446 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 139500 false false false 139500 false false LOBBYING ACTIVITIES SCHEDULE C, PART II-B CMA PAID STATE LOBBYISTS $139,500 DURING THE FISCAL YEAR TO LOBBY IN SUPPORT OF THE MUSEUM'S REQUEST FOR SUPPORT THROUGH THE STATE OF OHIO CAPITAL BUDGET. X X X X false 559713000 3553000 49609000 30146000 582729000 736944000 1094000 -156940000 21385000 559713000 0.16000 0.54000 0.30000 true false 212146582 26720061 179822835 14684885 12853799 2765836 24333268 1805453 58249952 240838623 ALT INVEST - ABSOLUTE RETURN 69629168 F ALT INVEST - HEDGED EQUITY 23826877 F ALT INVEST - PRIVATE EQUITY 59484407 F 152940452 0 0 78046094 50447502 27598592 10626962 8374815 19001777 46600369 79005547 79005547 -959453 -959453 78046094 49599180 959453 959453 48639727 1807775 1807775 50447502 FOOTNOTE REGARDING ART COLLECTION SCHEDULE D, PART III, LINE 1A THE MUSEUM'S COLLECTIONS ARE MADE UP OF ART OBJECTS AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES FOR THE COLLECTION ARE RECORDED AS EXPENDITURES FOR THE ACQUISITION OF ART OBJECTS IN THE STATEMENTS OF ACTIVITIES IN THE YEAR IN WHICH THE OBJECTS ARE ACQUIRED. PROCEEDS FROM THE DEACCESSION OF ART OBJECTS ARE RECORDED AS TEMPORARILY RESTRICTED NET ASSETS AND ARE RESTRICTED TO THE ACQUISITION OF OTHER ART OBJECTS. IN KEEPING WITH STANDARD MUSEUM PRACTICE, THE COLLECTIONS, WHICH WERE ACQUIRED VIA PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. DESCRIPTION OF COLLECTIONS & EXEMPT PURPOSE SCHEDULE D, PART III, LINE 4 THE CLEVELAND MUSEUM OF ART PROVIDES A COLLECTION OF WORKS OF ART THAT REPRESENTS THE HIGHEST AESTHETIC ACHIEVEMENT OF INDIVIDUALS AND CIVILIZATIONS, PAST AND PRESENT, FOR THE BENEFIT OF THE PUBLIC. THE MUSEUM HAS THREE EQUAL OBLIGATIONS: CARE, PRESENTATION, AND DEVELOPMENT. THE MUSEUM DEVELOPS AND REFINES THE EXISTING COLLECTION AND MAINTAINS HIGH ETHICAL STANDARDS IN ITS PURSUIT. IN ORDER TO PRESERVE THE COLLECTION FOR FUTURE GENERATIONS, PROPER CONSERVATION PRACTICES AND APPROPRIATE SECURITY ARE MAINTAINED. USING ITS COLLECTION AND OTHER RESOURCES, THE MUSEUM HAS A COMMITMENT TO SERVE A VARIETY OF AUDIENCES, ALWAYS SEEKING A DYNAMIC INTERACTION BETWEEN THE VISITORS AND THE WORKS OF ART. MUSEUM STAFF ENDEAVOR TO CREATE A RANGE OF PROGRAMS THAT ENLIGHTEN AND DELIGHT BOTH A BROAD AUDIENCE AND VISITORS WITH MORE SPECIFIC INTERESTS. INFORMATION ON THE COLLECTION AND THE CONTINUING RESEARCH THEREON BY THE PROFESSIONAL STAFF IS DISSEMINATED THROUGH EDUCATIONAL ACTIVITIES AND PUBLICATIONS. THE MUSEUM PRESENTS PROGRAMS IN RELATED AREAS SUCH AS MUSIC AND FILM SINCE THEY CAN CONTRIBUTE TO A BROADER UNDERSTANDING OF THE ARTS. INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 ART ACQUISITION, GENERAL OPERATIONS AND OTHER SPECIFIC PURPOSE. ASC 740/ FIN 48 FOOTNOTE FROM FINANCIAL STATEMENTS SCHEDULE D, PART X THE CLEVELAND MUSEUM OF ART ADOPTED ASC 740 / FIN 48 IN FISCAL YEAR 2008 AS REQUIRED. NO DISCLOSURES WERE REQUIRED UNDER GAAP AS THE CLEVELAND MUSEUM OF ART DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRED DISCLOSURES IN THE FOOTNOTES. DESCRIPTION OF OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 CHANGE IN FAIR VALUE OF PERPETUAL TRUSTS $12,546,703 CHANGE IN FUNDED STATUS OF RETIREMENT BENEFIT PLANS $(1,683,990) CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENT $(3,706,931) OTHER CHANGES IN NET ASSETS $1,219,033 OTHER REVENUE AMOUNTS INCLUDED ON RETURN BUT NOT ON BOOKS SCHEDULE D, PART XII, LINE 4B RECLASS COGS EXPENSE $(547,960) RECLASS FUNDRAISING EVENTS EXPENSE $(411,493) OTHER EXPENSE AMOUNTS INCLUDED ON BOOKS BUT NOT ON RETURN SCHEDULE D, PART XIII, LINE 2D RECLASS COGS EXPENSE $547,960 RECLASS FUNDRAISING EVENTS EXPENSE $411,493 Central America and the Caribbean Investments Museum Events 417659 417659 411493 0 417659 417659 411493 411493 6166 X X false false false false false false false false false TIMOTHY RUB 323839 0 0 0 7083 0 13285 0 12838 0 357045 0 0 0 JANET G ASHE 216028 0 0 0 16500 0 12016 0 14428 0 258972 0 0 0 SUSAN S JAROS 203795 0 0 0 16500 0 11359 0 16006 0 247660 0 0 0 CHARLES G MANN 162080 0 0 0 0 0 8409 0 14296 0 184785 0 0 0 CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 18610PAE8 2005-10-20 90000000 SEE SCHEDULE O false false 91582917 0 0 0 1022528 0 90560389 2009 false false true true false false false false false 0.01110 0.00000 0.01110 true false true false false false true KATHARINE LEE REID SPLIT-DOLLAR INS. X 650834 586214 false false true 586214 KEY BANK NA SEE SCHEDULE O 461453 INVESTMENT & CUSTODIAL FEES false X 612 SEE SCH M, PART II X 69 1862685 COST/SELLING PRICE false true true USE OF THIRD PARTIES TO SELL NONCASH CONTRIBUTIONS SCHEDULE M, PART I, LINE 32B IN GENERAL, GIFTS OF SECURITIES ARE SOLD UPON RECEIPT THROUGH BROKER. DESCRIPTION OF CONTRIBUTIONS OF WORKS OF ART SCHEDULE M, PART I, LINE 33 VARIOUS ART OBJECTS DESCRIPTION OF OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D THE CLEVELAND MUSEUM OF ART PROVIDES A COLLECTION OF WORKS OF ART THAT REPRESENTS THE HIGHEST AESTHETIC ACHIEVEMENT OF INDIVIDUALS AND CIVILIZATIONS, PAST AND PRESENT, FOR THE BENEFIT OF THE PUBLIC. THE MUSEUM HAS THREE EQUAL OBLIGATIONS: CARE, PRESENTATION, AND DEVELOPMENT. THE MUSEUM DEVELOPS AND REFINES THE EXISTING COLLECTION AND MAINTAINS HIGH ETHICAL STANDARDS IN ITS PURSUIT. IN ORDER TO PRESERVE THE COLLECTION FOR FUTURE GENERATIONS, PROPER CONSERVATION PRACTICES AND APPROPRIATE SECURITY ARE MAINTAINED. USING ITS COLLECTION AND OTHER RESOURCES, THE MUSEUM HAS A COMMITMENT TO SERVE A VARIETY OF AUDIENCES, ALWAYS SEEKING A DYNAMIC INTERACTION BETWEEN THE VISITORS AND THE WORKS OF ART. MUSEUM STAFF ENDEAVOR TO CREATE A RANGE OF PROGRAMS THAT ENLIGHTEN AND DELIGHT BOTH A BROAD AUDIENCE AND VISITORS WITH MORE SPECIFIC INTERESTS. INFORMATION ON THE COLLECTION AND THE CONTINUING RESEARCH THEREON BY THE PROFESSIONAL STAFF IS DISSEMINATED THROUGH EDUCATIONAL ACTIVITIES AND PUBLICATIONS. THE MUSEUM PRESENTS PROGRAMS IN RELATED AREAS SUCH AS MUSIC AND FILM SINCE THEY CAN CONTRIBUTE TO A BROADER UNDERSTANDING OF THE ARTS. DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, LINE 2 AGNES GUND AND GEORGE GUND III - FAMILY RELATIONSHIP MICHAEL J. HORVITZ AND ALFRED M. RANKIN JR. BOTH SIT ON THE BOARD OF JOHN HUNTINGTON TRUST DESCRIBE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, LINE 11 THE AUDIT COMMITTEE WILL BE OFFERED A COPY OF THE RETURN IN PAPER OR ELECTRONIC FORM UPON FILING. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12C IN ORDER TO ASSIST THE MUSEUM IN IDENTIFYING DUALITIES OF INTEREST AND THEN FOLLOWING APPROPRIATE PROCEDURES, TRUSTEES SHOULD MAKE ANNUAL DISCLOSURES TO THE MUSEUM. VIA THE DIRECTOR'S OFFICE, TRUSTEES ARE ASKED TO SIGN DISCLOSURE STATEMENTS AND CONFIRM RECEIPT AND SUBSTANTIAL COMPLIANCE OF THE ETHICAL GUIDELINES OF THE MUSEUM. THE ETHICAL GUIDELINES ASSIST TRUSTEES IN IDENTIFYING, FROM TIME TO TIME, POTENTIAL DUALITIES OF INTEREST THAT NEED TO BE DISCLOSED TO THE MUSEUM. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15A THE COMPENSATION COMMITTEE OF THE MUSEUM BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE CEO AND MUSEUM DIRECTOR POSITION. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, LINE 15B COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES IS DETERMINED BY AN ANNUAL PERFORMANCE REVIEW AS PREPARED BY THE IMMEDIATE SUPERVISOR. EACH ASSESSMENT IS REVIEWED BY HUMAN RESOURCES AND DIVISION CHIEF. THE SALARY RANGES FOR THE INDIVIDUALS ARE CONFIGURED IN RELATION TO COMPARABLE INDUSTRY AND REGIONAL SUPPORT DATA. AVAIL OF GOV DOCS, COI POLICY, & FINANCIAL STMTS TO GEN PUBLIC FORM 990, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. DESCRIPTION OF PURPOSE FOR TAX-EXEMPT BONDS SCHEDULE K, PART I, COLUMN (F) THE PROCEEDS FROM THE CULTURAL FACILITY REVENUE BONDS ISSUED BY THE CLEVELAND-CUYAHOGA PORT AUTHORITY ARE BEING USED TO FINANCE THE MUSEUM'S CONSTRUCTION, RENOVATION AND EXPANSION PROJECT. THE BONDS WERE ISSUED IN FOUR SERIES (I) THE SERIES A BONDS IN THE PRINCIPAL AMOUNT OF $30,000,000, (II) THE SERIES B BONDS IN THE PRINCIPAL AMOUNT OF $20,000,000 (III) THE SERIES C BONDS IN THE PRINCIPAL AMOUNT OF $20,000,000 AND (IV) THE SERIES D BONDS IN THE PRINCIPAL AMOUNT OF $20,000,000. ISSUER NAME: CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY ISSUER EIN: 34-1029691 CUSIP#1: 18610PAB4 DATE ISSUED: 10/20/2005 ISSUE PRICE: $30,000,000 DESCRIPTION: MUSEUM'S CONSTRUCTION, RENOVATION AND EXPANSION PROJECT DEFEASED: N ON BEHALF OF ISSUER: N CUSIP#2: 18610PAC2 DATE ISSUED: 10/20/2005 ISSUE PRICE: $20,000,000 DESCRIPTION: MUSEUM'S CONSTRUCTION, RENOVATION AND EXPANSION PROJECT DEFEASED: N ON BEHALF OF ISSUER: N CUSIP#3: 18610PAD0 DATE ISSUED: 10/20/2005 ISSUE PRICE: $20,000,000 DESCRIPTION: MUSEUM'S CONSTRUCTION, RENOVATION AND EXPANSION PROJECT DEFEASED: N ON BEHALF OF ISSUER: N CUSIP#4: 18610PAE8 DATE ISSUED: 10/20/2005 ISSUE PRICE: $20,000,000 DESCRIPTION: MUSEUM'S CONSTRUCTION, RENOVATION AND EXPANSION PROJECT DEFEASED: N ON BEHALF OF ISSUER: N RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION SCHEDULE L, PART IV, COLUMN (B) CHARLES S. HYLE, BOARD MEMBER OF CLEVELAND MUSEUM OF ART, SERVES AS A DIRECTOR AND EXECUTIVE COMMITTEE MEMBER OF KEY BANK N.A.