2018-11-15T09:48:15-06:00 2017-12-31 KPMG LLP 515 Broadway 4th Floor Albany NY 122072974 990 2017-01-01 150572877 National Baseball Hall of Fame and Museum Inc % JEFFREY J JONES NATI 6075477200 25 Main Street Cooperstown NY 13326 JEFFREY J JONES SVP FIN & ADMIN 6075477200 2018-11-15 true Todd P Teresco P00247720 5184274600 2018-11-14 167.68.102.5 14012520183195000005 2018-11-15 P 1C799DD8F88AC149058D05F58595DBEBA38292AF 1C799DD8F88AC149058D05F58595DBEBA38292AF 2017 2019-02-21 02:37:17Z Jane Forbes Clark Chairman One Rockefeller Plaza New York NY 100202102 27866125 false X www.baseballhall.org X 1936 NY See Schedule O, attachment 1. 16 14 240 103 0 0 3126874 15254218 6562684 6384360 41555 53887 2506390 2306450 12237503 23998915 0 0 0 0 4988500 5321768 42116 42060 533449 6956521 6642980 11987137 12006808 250366 11992107 38211859 49917600 2969503 2914457 35242356 47003143 X THE NATIONAL BASEBALL HALL OF FAME AND MUSEUM IS A NOT-FOR-PROFIT EDUCATIONAL INSTITUTION DEDICATED TO FOSTERING AN APPRECIATION OF THE HISTORICAL DEVELOPMENT OF THE GAME OF BASEBALL AND ITS IMPACT ON OUR CULTURE BY COLLECTING, PRESERVING, EXHIBITING AND INTERPRETING ITS COLLECTIONS FOR A GLOBAL AUDIENCE, AS WELL AS HONORING THOSE WHO HAVE MADE OUTSTANDING CONTRIBUTIONS TO OUR NATIONAL PASTIME. false false 9253531 7796184 THROUGH ITS MISSION, THE MUSEUM IS COMMITTED TO: COLLECTING, THROUGH DONATION, BASEBALL ARTIFACTS, WORKS OF ART, LITERATURE, PHOTOGRAPHS, MEMORABILIA AND RELATED MATERIALS WHICH FOCUS ON THE HISTORY OF THE GAME OVER TIME, ITS PLAYERS, AND THOSE ELECTED TO THE HALL OF FAME. PRESERVING THE COLLECTIONS BY ADHERING TO PROFESSIONAL MUSEUM STANDARDS WITH RESPECT TO CONSERVATION AND MAINTAINING A PERMANENT RECORD OF HOLDINGS THROUGH DOCUMENTATION, STUDY, RESEARCH, CATALOGING AND PUBLICATION. EXHIBITING MATERIAL IN PERMANENT GALLERY SPACE, ORGANIZING ON-SITE CHANGING EXHIBITIONS ON VARIOUS THEMES, WITH WORKS FROM THE HALL OFF FAME COLLECTIONS OR OTHER SOURCES, WORKING WITH OTHER INDIVIDUALS OR ORGANIZATIONS TO EXHIBIT LOANED MATERIAL OF SIGNIFICANCE TO BASEBALL AND PROVIDING RELATED RESEARCH FACILITIES. INTERPRETING ARTIFACTS THROUGH ITS EXHIBITION AND EDUCATION PROGRAMS TO ENHANCE AWARENESS, UNDERSTANDING AND APPRECIATION OF THE GAME FOR A DIVERSE AUDIENCE. HONORING, BY ENSHRINEMENT, THOSE INDIVIDUALS WHO HAD EXCEPTIONAL CAREERS, AND RECOGNIZING OTHERS FOR THEIR SIGNFICANT ACHIEVEMENTS. 9253531 true true false true false false false true false true true false false false true true true false false false false false false true true false false false false true false false false false false false false true true true false false false false false false false true 82 0 true 240 true false false false false false true true false false false false X 16 14 true false true false false true false true true false false false true true true true true true true false AL AR CA CO CT DC FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OR PA RI SC TN UT VA WV WI X JEFFREY J JONES 6075477200 25 MAIN STREET Cooperstown NY 13326 Jane Forbes Clark Chairman/Director 4.0 0.0 X X 0 0 0 JOE L MORGAN VICE CHAIRMAN/DIRECTOR 4.0 0.0 X X 0 0 0 KEVIN S MOORE Treasurer/Director 4.0 0.0 X X 0 0 0 PAUL BEESTON DIRECTOR 4.0 0.0 X 0 0 0 WILLIAM O DEWITT JR DIRECTOR 4.0 0.0 X 0 0 0 WILLIAM L GLADSTONE DIRECTOR 4.0 0.0 X 0 0 0 DAVID D GLASS DIRECTOR 4.0 0.0 X 0 0 0 Robert Manfred Jr Director, EX OFFICIO 4.0 0.0 X 0 0 0 PHIL NIEKRO DIRECTOR 4.0 0.0 X 0 0 0 JERRY REINSDORF DIRECTOR 4.0 0.0 X 0 0 0 BROOKS C ROBINSON JR DIRECTOR 4.0 0.0 X 0 0 0 FRANK ROBINSON DIRECTOR 4.0 0.0 X 0 0 0 Dr Harvey W Schiller DIRECTOR 4.0 0.0 X 0 0 0 OZZIE SMITH DIRECTOR 4.0 0.0 X 0 0 0 Edward W Stack DIRECTOR 4.0 0.0 X 0 0 0 Thomas Tull DIRECTOR 4.0 0.0 X 0 0 0 ALEXANDER CHARLTON SECRETARY 4.0 0.0 X 0 0 0 JEFFREY L IDELSON President 35.0 0.0 X 374721 0 57362 Jeffrey J Jones Sr VP Finance & Administration 35.0 0.0 X 231882 0 22233 Sean Gahagan VP Retail Marketing & Lic. 35.0 0.0 X 188539 0 46092 JONATHAN SHESTAKOFSKY VP COMMUNICATIONS & ED. 35.0 0.0 X 95546 0 27549 KENNETH MEIFERT VP SPONSORSHIP AND DEVELOPMENT 35.0 0.0 X 109729 0 20961 ERIK STROHL VP EXHIBITIONS AND COLLECTIONS 35.0 0.0 X 97095 0 19674 Evan Chase Security Director 35.0 0.0 X 107809 0 37805 James L Gates Librarian 35.0 0.0 X 105275 0 31489 1310596 0 263165 6 false true false KPMG LLP DEPT 0511 PO BOX 120511 DALLAS TX 753120511 ACCOUNTS & TAX SER. 120550 1 X 101390 55000 15097828 198438 15254218 ADMISSIONS 900099 3741225 3741225 TRAVELING EXHIBITIONS 900099 89169 89169 PROGRAMS SERVICES 900099 89967 89967 FRIENDS OF THE HALL OF FAME MEMBERSHIPS 900099 2463999 2463999 6384360 38420 38420 0 922715 922715 0 0 0 159848 144381 15467 15467 15467 84655 101930 156344 -71689 -71689 0 0 0 4967927 3566485 1401442 1401442 FACILITY USE FEES 900099 43600 43600 MISCELLANEOUS INCOME 10382 10382 53982 23998915 7796184 0 948513 X 0 0 0 0 1573761 587586 920829 65346 0 2978571 2399917 422436 156218 244582 188404 40760 15418 246593 558745 -356888 44736 278261 208263 54523 15475 0 70014 70014 134716 134716 0 42060 42060 97000 97000 457141 370213 55858 31070 260534 245974 2715 11845 460022 346348 39736 73938 350456 290278 44716 15462 0 710746 577481 133265 219065 144684 46958 27423 0 0 11786 11786 0 1462818 1243395 219423 192473 139147 53326 HFW 1111928 1111928 EXPRESS & POSTAGE 443318 385769 31549 26000 LOSS ON DISPOSAL 191245 191245 CONSERVATION & REFURBISHMENT 47933 47933 421785 395680 17647 8458 12006808 9253531 2219828 533449 X 744822 1235149 6354711 5498835 3226938 11401512 202547 37667 0 0 0 0 0 0 529622 644383 132687 127960 57372735 32819670 22779025 24553065 4241507 6419029 0 0 0 0 0 0 0 0 38211859 49917600 314505 229013 0 0 777945 629199 0 0 0 0 0 0 0 0 0 0 1877053 2056245 2969503 2914457 X 28425680 29401177 1138058 2289403 5678618 15312563 35242356 47003143 38211859 49917600 X 11992107 526338 -757658 X false true X true false X 3741648 2527453 5980825 3126874 15254218 30631018 8434989 10869287 11420543 11578224 11436942 53739985 0 0 0 12176637 13396740 17401368 14705098 26691160 84371003 187397 301626 2200932 761051 14470760 17921766 0 187397 301626 2200932 761051 14470760 17921766 66449237 488973 8779268 806973 921663 961135 11958012 0 488973 8779268 806973 921663 961135 11958012 0 0 0 0 0 0 88443 45581 43392 69221 53982 300619 12754053 22221589 18251733 15695982 27706277 96629634 0.68767 0.80080 0.12375 0.14523 X false false false false false false false false false false Part 1-A, Line 1 LOBBYING ACTIVITIES LIMITED TO OFFICER DISCUSSIONS WITH CONSULTANTS AND LEGISLATORS TO OBTAIN FUNDING FOR CHARITABLE MISSION. NO FUNDS WERE EXPENDED. X X X X false 5678618 9633945 23840 23840 15312563 5234038 444580 25642 25642 5678618 941528 4292510 17187 17187 5234038 941528 167325 167325 941528 941528 11749 11749 941528 1.00000 true false 455771 455771 35056460 16633821 18422639 18784415 16185849 2598566 3076089 3076089 24553065 0 ACCRUED POST RETIREMENT BENEFIT 2054377 NOTE PAYABLE 1868 2056245 X 28248082 526338 526338 27721744 -3722829 -3722829 23998915 16081843 4075035 4075035 12006808 12006808 Part III, LINE 1a PURCHASED COLLECTIONS ARE ADDED AT COST AND DONATED COLLECTIONS ARE ADDED AT FAIR VALUE AS DETERMINED BY THE MUSEUM. These Collections are excluded from the balance sheet. COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, 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. THE COLLECTIONS ARE SUBJECT TO POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. Part III, LINE 4 COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. PART V, LINE 4 THE MUSEUM'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS AT DECEMBER 31, 2017. ONE ENDOWMENT WAS ESTABLISHED FOR THE PURPOSE OF FUNDING AN INTERNSHIP PROGRAM. THE ENDOWMENT ALLOWS FOR UP TO 10% OF THE ENDOWMENT'S EARNINGS AND PRINCIPAL TO BE PLACED INTO UNRESTRICTED NET ASSETS PER YEAR, BEGINNING WITH EARNINGS ON THE INVESMENT BEFORE REDUCING THE PRINCIPAL, IF NECESSARY. THE SECOND ENDOWMENT HAS BEEN ESTABLISHED TO PRESERVE THE NATIONAL PASTIME AND THE ASSOCIATED COLLECTIONS AND PROGRAMS. SPENDING FOR THIS ENDOWMENT IS IN ACCORDANCE WITH SPENDING POLICIES APPROVED BY THE BOARD OF DIRECTORS, WHICH CURRENTLY ALLOW A SPENDING RATE UP TO 4.5% OF THE MOST RECENT TWENTY QUARTER AVERAGE MARKET VALUE OF THE ENDOWMENT. PART X, LINE 2 THE MUSEUM IS A NONPROFIT ORGANIZATON AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE MUSEUM FOLLOWS ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTIY IN INCOME TAXES, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. THE MUSEUM HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS for the years ended December 31, 2017 and 2016. PART XI, LINE 4B COST OF GOODS SOLD $3,566,485; EVENTS DIRECT EXPENSES $156,344. PART XII, LINE 2D COST OF GOODS SOLD $3,566,485; EVENTS DIRECT EXPENSES $156,344; POST RETIREMENT BENEFITS $742,508; COLLECTION ITEMS $15,150, NET ASSETS RELEASED FOR CAPITAL IMPROVEMENTS ($405,452). X X X X X X true The Wladis Law Firm Fundraising Counsel false 42060 42060 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV EXHIBITION GAME 135995 101390 34605 570 2725 11494 115328 PLAYBALL 8050 8050 396 1190 2 42000 42000 984 1886 7880 13891 186045 101390 84655 1554 4611 19770 130409 156344 -71689 X X true true X X false false false false false false false true false JEFFREY L IDELSON President 320131 0 53900 0 690 0 27000 0 30362 0 432083 0 0 0 Jeffrey J Jones Sr VP Finance & Administration 216424 0 15000 0 458 0 21642 0 591 0 254115 0 0 0 Sean Gahagan VP Retail Marketing & Lic. 179255 0 8900 0 384 0 18386 0 27706 0 234631 0 0 0 SCHEDULE J, PART I, LINE 7 DISCRETIONARY BONUSES ARE REVIEWED ANNUALLY BY APPROPRIATE BOARD OFFICERS. FACTORS CONSIDERED INCLUDE ACHIEVEMENT OF PROGRAMMATIC AND CUSTOMER INITIATIVES; THE DEVELOPMENT AND MAINTENANCE OF POSITIVE RELATIONSHIPS WITH MEMBERS, DONORS AND PATRONS; AND OVERALL ORGANIZATIONAL FINANCIAL CONDITION. LEATHERSTOCKING CORPORATION COMMON MANAGEMENT 369863 Housing/Entertainment false THE CLARK ESTATES INC COMMON MANAGEMENT 97000 FINANCIAL SERVICES false CURTIS 1000 SUBSTANTIAL CONTRIBUTOR 237180 MARKETING/FULFILLMENT false Schedule L Part IV Line 1 Our Chairman Jane Forbes Clark is a Director of The Leatherstocking Corporation AND A DIRECTOR OF THE CLARK ESTATES, INC. Schedule L Part IV Line 1 Our Treasurer and Director, Kevin S. Moore is a Director of the Leatherstocking Corporation AND PRESIDENT AND DIRECTOR OF THE CLARK ESTATES, INC. Schedule L Part IV Line 1 OUR SECRETARY ALEXANDER CHARLTON IS SECRETARY OF THE LEATHERSTOCKING CORPORATION. X 248 X X 11 131360 FMV X 822 X PERSONAL PAPERS 16 0 0 X MANUSCRIPTS 2 0 0 X ARCHIVAL COLLECTION 83 0 0 X FOOD FOR EVENTS 0 8000 FMV X USE OF VEHICLE 0 12500 FMV X BOTTLED DRINKS FOR INDUCTION CEREMONY 0 23289 FMV X BOTTLED DRINKS FOR EVENTS 0 5490 FMV X EVENT GIVEAWAYS 0 8360 FMV X EVENT SUPPLIES 0 9439 FMV false true false Line 33 THE ORGANIZATION DOES NOT REPORT REVENUE IN COLUMN (C) FOR A TYPE OF PROPERTY FOR WHICH COLUMN (A) IS CHECKED BECAUSE IT ELECTED PURSUANT TO SFAS 16 NOT TO REPORT IN ITS REVENUE STATEMENT AND BALANCE SHEET DONATIONS HELD FOR PUBLIC EXHIBITION AND EDUCATION OF ITS TAX EXEMPT PURPOSE. PART VI, SECTION A, QUESTION 2 JANE FORBES CLARK HAS A BUSINESS RELATIONSHIP WITH KEVIN MOORE. JANE FORBES CLARK AND KEVIN MOORE HAVE A BUSINESS RELATIONSHIP WITH EDWARD STACK and ALEXANDER CHARLTON. ROBERT MANFRED HAS A BUSINESS RELATIONSHIP WITH WILLIAM DEWITT, JR., DAVID GLASS, JERRY REINSDORF AND FRANK ROBINSON. Part VI, Section B, Question 11 A DRAFT OF THE 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW AND ANY OTHER BOARD MEMBER THAT REQUESTS A COPY PRIOR TO FILING. Part VI, Section B, Question 12c THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL INTERESTED PERSONS, WHICH IS DEFINED IN THE POLICY TO INCLUDE BUT NOT BE LIMITED TO THE FOLLOWING INDIVIDUALS AND ENTITIES: 1. DIRECTORS AND OFFICERS OF THE ORGANIZATION WHO RECEIVE AN ANNUAL QUESTIONNAIRE; 2. MEMBERS OF A COMMITTEE OF THE BOARD WHO RECEIVE AN ANNUAL QUESTIONNAIRE; 3. STAFF MEMBERS RESPONSIBLE FOR THE DAY-TO-DAY MANAGEMENT AND OPERATION OF THE ORGANIZATION; 4. FOUNDER OF THE ORGANIZATION; 5. A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION; 6. A FAMILY MEMBER OF ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, EMPLOYEE, FOUNDER OR SUBSTANTIAL CONTRIBUTOR; 7. ANY ENTITY OF WHICH ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, EMPLOYEE, substantial CONTRIBUTOR OR AN IMMEDIATE FAMILY MEMBER OF ANY SUCH INDIVIDUAL IS A director, TRUSTEE, OFFICER, COMMITTEE MEMBER OR STAFF MEMBER; AND 8. AN ENTITY IN WHICH DIRECTORS, OFFICERS, COMMITTEE MEMBERS, SUBSTANTIAL CONTRIBUTORS AND FAMILY MEMBERS HAVE A SUBSTANTIAL FINANCIAL INTEREST THROUGH EITHER OWNERSHIP OR MANAGERIAL CONTROL. WHENEVER ANY DIRECTOR, OFFICER, COMMITTEE MEMBER OR STAFF MEMBER OF THE ORGANIZATION BECOMES AWARE THAT THE ORGANIZATION IS CONSIDERING A TRANSACTION THAT POTENTIALLY CREATES A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT WHEN THE BOARD MAKES ITS DETERMINATION OTHER THAN TO ANSWER QUESTIONS. IF NO CONFLICT OF INTEREST IS FOUND TO EXIST, THE MINUTES OF THE MEETING MUST RECORD THE BASIS OF THE BOARD'S DETERMINATION Part VI, Section B, Question 15 THE NATIONAL BASEBALL HALL OF FAME AND MUSEUM, INC. HAS A FORMAL PROCESS THAT IT USES TO DETERMINE THE BASE COMPENSATION OF THE PRESIDENT ON AN ANNUAL BASIS. THIS PROCESS INCLUDES THE FINANCE COMMITTEE OF THE BOARD, COMPENSATION SURVEYS OR STUDIES AND APPROVAL OF THE FINANCE COMMITTEE OR BOARD. Part VI, Section C, Question 19 THE NATIONAL BASEBALL HALL OF FAME AND MUSEUM, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PARTIES DESIRING TO OBTAIN COPIES OF SUCH MUST PRESENT THEMSELVES AT THE ADMINISTRATIVE OFFICES OF THE MUSEUM OR BY SENDING A SELF-ADDRESSED STAMPED ENVELOPE AND PAYMENT FOR COPYING OF THE REQUESTED MATERIAL TO THE NATIONAL BASEBALL HALL OF FAME AND MUSEUM, INC. ADMINISTRATIVE OFFICES. THE COST OF COPYING SHALL BE EQUAL TO THE COSTS IMPOSED BY THE IRS FOR COPYING OF PUBLIC DOCUMENTS. Part IX, Line 9 - STATEMENT OF FUNCTIONAL EXPENSES Other Employee Benefits The Museum sponsors a defined benefit postretirement medical plan that covers eligible employees. During 2014, the Museum amended the eligibility criteria for active employees resulting in a large reduction to accrued liabilities for postretirement cost. The negative expense reflected on line 9 of Part IX is a result of the amortization of this prior service credit of ($557,867). Part XI, Line 9 Reconciliation of Net Assets: a. Postretirement benefit related changes other than net periodic benefit cost $ (742,508) b. Collection items acquired $ (15,150) ------------ Total $(757,658)