NELSON GALLERY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NELSON GALLERY FOUNDATION (EIN 44-6012977)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-11-19
- IRS object ID
- 201403239349300230
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-19T12:21:53-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446012977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELSON GALLERY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tammy Bluhm | InCareOfNm |
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 8167511378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 OAK STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shirley Bush Helzberg | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B BOGGS | PreparerPersonNm |
| PTIN | P00032493 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen L Christensen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 Oak Street | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,558,782 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nelson-atkins.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | Encouragement of public interest in art. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 440 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $314,329 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $186,390 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,196,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,003,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,559,048 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,495,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,721,885 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,303,589 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,489,006 | PYOtherRevenueAmt |
| CY Other Revenue | $1,879,159 | CYOtherRevenueAmt |
| PY Total Revenue | $30,966,573 | PYTotalRevenueAmt |
| CY Total Revenue | $27,681,158 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,460 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $107,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,010,937 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,783,924 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,699,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,562,983 | PYOtherExpensesAmt |
| CY Other Expenses | $22,929,699 | CYOtherExpensesAmt |
| PY Total Expenses | $36,626,380 | PYTotalExpensesAmt |
| CY Total Expenses | $37,820,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,659,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,139,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $681,399,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $688,227,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $204,448,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $197,666,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $476,951,728 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $490,560,919 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENCOURAGEMENT OF PUBLIC INTEREST IN ART. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,366,185 | ExpenseAmt |
| Grant | $73,529 | GrantAmt |
| Revenue | $3,259,174 | RevenueAmt |
| Desc | The Nelson-Atkins Museum of Art is dedicated to connecting the public with great works of art. During the current fiscal year, the Nelson-Atkins welcomed over 431,000 visitors to explore its encyclopedia collection of approximately 36,600 art objects spanning 5,000 years. Free general admission to the Museum's collection allows for hundreds of free public programs each year that give people a wide range of opportunities to interact with art. More than 120,000 adults and children participated in structured learning opportunities offered by the Museum's educational division during the current fiscal year. Curators focus on studying our collection, enhancing it through gifts and purchases, loaning works from our collection to other institutions to enhance the public's understanding of a particular artist or topic and they organize exhibitions for the Nelson-Atkins' galleries that are both collection and thematically developed. Each year at least three major featured exhibitions are held in large galleries dedicated to rotating or traveling exhibitions. In addition, three exhibitions are held annually in our photography galleries. Rotations of works on paper and textiles in our European collection is ongoing, giving visitors something new to see each time they visit. Approximately 500 volunteers assist and support the Museum annually by giving of their time and intellect. This includes docents and Museum guides who are rigorously trained by our education and curatorial staff to guide and interpret our collection for visitors. | Desc |
| Total Program Service Expenses | $28,366,185 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 440 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tammy Bluhm | PersonNm |
| Phone | 8167510417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 Oak Street | AddressLine1 |
| City | Kansas city | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Shirley Bush Helzberg | ||||||||
| Chairman | 3.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Atterbury | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | |||||
| Robert Bernstein | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul DeBruce | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laura Fields | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Fowler | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Scott Francis | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Peter Gattermeir | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard C Green Jr | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julia Irene Kauffman | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alan R Marsh | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Rowland | ||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Charles S Sosland | ||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kent Sunderland | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Bloch Uhlmann | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Adelaide C Ward | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maurice Watson | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julian Zugazagoitia | ||||||||
| Director/CEO | 35.0 | 0.0 | $358,626 | $0 | $20,228 | Yes (X) | ||
| Karen Christiansen | ||||||||
| Chief Operating Officer | 35.0 | 0.0 | $275,090 | $0 | $46,666 | Yes (X) | ||
| Antonia Bostrom | ||||||||
| Director, Curatorial Affairs | 35.0 | 0.0 | $151,716 | $0 | $3,099 | Yes (X) | ||
| Judith Koke | ||||||||
| Director, Education & Int Prog | 35.0 | 0.0 | $133,444 | $0 | $15,956 | Yes (X) | ||
| Gaylord Torrence | ||||||||
| SENIOR CURATOR, AMER. IND. ART | 35.0 | 0.0 | $125,415 | $0 | $5,233 | Yes (X) | ||
| Steven Waterman | ||||||||
| DIRECTOR, PRESENTATION | 35.0 | 0.0 | $114,144 | $0 | $11,796 | Yes (X) | ||
| Colin Mackenzie | ||||||||
| Senior Curator, Asian Art | 35.0 | 0.0 | $111,294 | $0 | $20,708 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,269,729 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,686 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| American Food Vending | |||||
| 124 Metropolitan Park Dr | Syracuse | NY | 13088 | Food Service | $1,146,902 |
| Shelton Son Lawn Tree Co | |||||
| PO Box 320289 | Kansas City | MO | 64132 | Lawn Service | $384,351 |
| McCown Gordon | |||||
| 422 Admiral Blvd Suite 100 | Kansas City | MO | 64106 | Construction | $240,144 |
| Ernst Young LLP | |||||
| 1200 Main St Suite 2500 | Kansas City | MO | 64105 | Accounting Service | $157,093 |
| Goppion Museum Workshop | |||||
| One William St | New York | NY | 10004 | Case Fabrication | $129,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,203,256 | MembershipDuesAmt |
| Fundraising | $731,329 | FundraisingAmt |
| Related Organizations | $1,714,840 | RelatedOrganizationsAmt |
| Government Grants | $280,581 | GovernmentGrantsAmt |
| All Other Contributions | $6,073,276 | AllOtherContributionsAmt |
| Noncash Contributions | $358,470 | NoncashContributionsAmt |
| Total Contributions | $12,003,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Exhibition Fees | 900099 | $820,665 | $820,665 | $0 | $0 |
| Program Fees | 900099 | $315,863 | $315,863 | $0 | $0 |
| Parking Fees | 900099 | $358,600 | $358,600 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,495,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,204,821 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $281,764 | UnrelatedBusinessRevenueAmt |
| Exclusion | $923,057 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,055 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,300 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,859 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,441 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,441 | TotalRevenueColumnAmt |
| Exclusion | $4,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,741,737 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,642,969 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,098,768 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,098,768 | TotalRevenueColumnAmt |
| Exclusion | $11,098,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $401,868 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $731,329 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $291,196 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,672 | TotalRevenueColumnAmt |
| Exclusion | $110,672 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,658,020 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $895,600 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $762,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $762,420 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Special Events Food & Bev | 900099 | $851,060 | $818,495 | $32,565 | $0 |
| Miscellaneous | 900099 | $88,511 | $88,511 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $939,571 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,681,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,226,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $314,329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,136,938 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,224 | TotalAmt |
| Program Services | $107,224 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,768 | TotalAmt |
| Program Services | $938,129 | ProgramServicesAmt |
| Management And General | $329,619 | ManagementAndGeneralAmt |
| Fundraising | $151,020 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,189,628 | TotalAmt |
| Program Services | $7,846,360 | ProgramServicesAmt |
| Management And General | $1,539,820 | ManagementAndGeneralAmt |
| Fundraising | $803,448 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,500 | TotalAmt |
| Program Services | $576,254 | ProgramServicesAmt |
| Management And General | $122,633 | ManagementAndGeneralAmt |
| Fundraising | $62,613 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,590,278 | TotalAmt |
| Program Services | $1,095,038 | ProgramServicesAmt |
| Management And General | $342,759 | ManagementAndGeneralAmt |
| Fundraising | $152,481 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,750 | TotalAmt |
| Program Services | $633,494 | ProgramServicesAmt |
| Management And General | $122,920 | ManagementAndGeneralAmt |
| Fundraising | $67,336 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,182 | TotalAmt |
| Program Services | $903,163 | ProgramServicesAmt |
| Management And General | $4,609 | ManagementAndGeneralAmt |
| Fundraising | $47,410 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,824 | TotalAmt |
| Program Services | $24,984 | ProgramServicesAmt |
| Management And General | $62,702 | ManagementAndGeneralAmt |
| Fundraising | $11,138 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,949 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $121,949 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,669 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,181,669 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,571,144 | TotalAmt |
| Program Services | $2,086,252 | ProgramServicesAmt |
| Management And General | $305,556 | ManagementAndGeneralAmt |
| Fundraising | $179,336 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,020 | TotalAmt |
| Program Services | $355,553 | ProgramServicesAmt |
| Management And General | $16,148 | ManagementAndGeneralAmt |
| Fundraising | $15,319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,228,403 | TotalAmt |
| Program Services | $1,803,841 | ProgramServicesAmt |
| Management And General | $109,000 | ManagementAndGeneralAmt |
| Fundraising | $315,562 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,927 | TotalAmt |
| Program Services | $136,855 | ProgramServicesAmt |
| Management And General | $140,457 | ManagementAndGeneralAmt |
| Fundraising | $19,615 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,018,019 | TotalAmt |
| Program Services | $1,604,832 | ProgramServicesAmt |
| Management And General | $296,791 | ManagementAndGeneralAmt |
| Fundraising | $116,396 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,145 | TotalAmt |
| Program Services | $442,503 | ProgramServicesAmt |
| Management And General | $28,521 | ManagementAndGeneralAmt |
| Fundraising | $20,121 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,721 | TotalAmt |
| Program Services | $20,570 | ProgramServicesAmt |
| Management And General | $27,532 | ManagementAndGeneralAmt |
| Fundraising | $619 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,999,254 | TotalAmt |
| Program Services | $2,422,234 | ProgramServicesAmt |
| Management And General | $384,861 | ManagementAndGeneralAmt |
| Fundraising | $192,159 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,409,163 | TotalAmt |
| Program Services | $6,474,661 | ProgramServicesAmt |
| Management And General | $1,421,267 | ManagementAndGeneralAmt |
| Fundraising | $513,235 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,903 | TotalAmt |
| Program Services | $389,268 | ProgramServicesAmt |
| Management And General | $33,972 | ManagementAndGeneralAmt |
| Fundraising | $13,663 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Loan & participation fees | $309,680 | $309,680 | $0 | $0 |
| Non-capitalized furniture | $138,948 | $89,213 | $42,989 | $6,746 |
| Honorariums | $108,289 | $98,175 | $28 | $10,086 |
| Miscellaneous | $128,459 | $7,902 | $119,445 | $1,112 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,820,847 | TotalAmt |
| Program Services | $28,366,185 | ProgramServicesAmt |
| Management And General | $6,755,247 | ManagementAndGeneralAmt |
| Fundraising | $2,699,415 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,870,628 | BOYAmt |
| EOY | $3,062,901 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,869,795 | BOYAmt |
| EOY | $2,634,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,658,813 | BOYAmt |
| EOY | $58,111,887 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,695 | BOYAmt |
| EOY | $860,812 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,631 | BOYAmt |
| EOY | $551,282 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $184,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $287,478,963 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,413,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,331,765 | BOYAmt |
| EOY | $218,065,738 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,297,331 | BOYAmt |
| EOY | $187,054,448 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,303,845 | BOYAmt |
| EOY | $196,742,039 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,061,229 | BOYAmt |
| EOY | $20,959,332 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,399,732 | BOYAmt |
| EOY | $688,227,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,168 | BOYAmt |
| EOY | $2,589,069 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,410,000 | BOYAmt |
| EOY | $185,040,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,614,836 | BOYAmt |
| EOY | $10,037,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,448,004 | BOYAmt |
| EOY | $197,666,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,100,022 | BOYAmt |
| EOY | $294,135,065 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,396,309 | BOYAmt |
| EOY | $94,839,531 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,455,397 | BOYAmt |
| EOY | $101,586,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,951,728 | BOYAmt |
| EOY | $490,560,919 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,399,732 | BOYAmt |
| EOY | $688,227,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,139,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,144,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$395,824 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,575,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,782,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,846,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,898,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,714,300 | CurrentTaxYearAmt |
| Total | $101,817,253 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,575,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,782,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,846,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,898,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,714,300 | CurrentTaxYearAmt |
| Total | $101,817,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,251,653 | SubstantialContributorsTotAmt |
| Public Support Total170 | $83,565,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,074,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,174,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,131,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,461,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,037,412 | CurrentTaxYearAmt |
| Total | $15,878,754 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,329 | CurrentTaxYearAmt |
| Total | $349,465 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,045,472 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,390,592 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70791 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73725 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A PART II LINE 1 | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO THE CONTRIBUTIONS REPORTED ON FORM 990 PART VIII, LINE 1 ALSO INCLUDES GIFTS IN KIND OF DONATED ARTWORK. THE DONATED ARTWORK IS NOT REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. FOR PURPOSES OF CALCULATING EXCESS CONTRIBUTIONS, THE DONATED ARTWORK IS TREATED SIMILAR TO CASH CONTRIBUTIONS AND INCLUDED ON LINE 1. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,858,676 | BeginningYearBalanceAmt |
| Contributions | $594,222 | ContributionsAmt |
| Investment Earnings Or Losses | $34,549,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,230,185 | OtherExpendituresAmt |
| End Year Balance | $370,772,673 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,255,705 | BeginningYearBalanceAmt |
| Contributions | $2,142,062 | ContributionsAmt |
| Investment Earnings Or Losses | $36,973,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,512,181 | OtherExpendituresAmt |
| End Year Balance | $353,858,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,557,100 | BeginningYearBalanceAmt |
| Contributions | $595,191 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,340,117 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,556,469 | OtherExpendituresAmt |
| End Year Balance | $328,255,705 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $349,632,029 | BeginningYearBalanceAmt |
| Contributions | $13,029,743 | ContributionsAmt |
| Investment Earnings Or Losses | $46,436,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,540,986 | OtherExpendituresAmt |
| End Year Balance | $383,557,100 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,833,085 | BeginningYearBalanceAmt |
| Contributions | $2,474,155 | ContributionsAmt |
| Investment Earnings Or Losses | $73,312,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,987,770 | OtherExpendituresAmt |
| End Year Balance | $349,632,029 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,402,838 | OtherCostOrOtherBasisAmt |
| Book Value | $9,402,838 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,438,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,363,046 | DepreciationAmt |
| Book Value | $205,075,644 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,439,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,963,114 | DepreciationAmt |
| Book Value | $3,476,220 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,065 | DepreciationAmt |
| Book Value | $111,036 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $218,065,738 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $196,742,039 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $196,742,039 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Obligation | $3,849,967 |
| Bond Interest Payable and Bond Premium | $6,187,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,037,311 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART III, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TEXT OF NOTE TO FINANCIAL STATEMENTS- In conformity with accounting policies generally followed by art museums, the collections that were acquired through purchases by the Board of Trustees and contributions since the inception are not recognized as assets on the combined statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as decreases in temporarily or permanently restricted net assets if the assets used to purchase the items were restricted by donors. Contributed collection items are not reflected on the combined financial statements. Proceeds from deaccessions are reflected as increases in permanently restricted net assets. SCHEDULE D, PART III, LINE 4 COLLECTION- The Museums comprehensive permanent collection spans 5,000 years and numbers nearly 36,600 objects. The Asian art collection (9,914 objects) is among the finest in the world by virtue of its size, depth and overall level of quality. The outstanding ancient art collection numbers 864 objects, with masterpieces from ancient Mesopotamia, Egypt and the classical world. The decorative arts collection contains 5,454 works, with European and American holdings. The European art collection (845 objects), while not large, is of fine quality throughout. Some of the world-class masterpieces are works by Bernardo Daddi, Petrus Christus, Jan Gossaert, Lucas Cranach, Bronzino, Caravaggio, Nicolas Poussin, Francisco de Zurbaran, Gaetano Gandolfi, and Jean-Baptiste-Simeon Chardin. The 19th-century paintings include major Impressionist and Post-Impressionist works by Monet, Van Gogh, and Cezanne. The American art department includes 661 paintings, sculptures and drawings with superb portraits by Copley, Stuart, Sargent and Eakins and landscapes by major 18th and 19th-century painters such as Cole, Church, Heade and Kensett. The modern and contemporary art collection (1,110 objects) includes important works from the early 20th century to the present, among them works by Kandinsky, Juan Gris, Robert Rauschenberg, and Willem de Kooning. The American Indian art collection of 2,240 objects is particularly strong in southwest Navajo material, and continues to grow through a bequest of a diverse assortment of 129 objects, including Sioux, Nez Perce, Hopi, Zuni, Apache and Inuit objects. The African art holdings include 453 objects, and the Museum has made an institutional commitment to develop Kansas City as a significant center for the collection and study of African art. Among the most important African works of art are a 16th-century Memorial Head of an Oba from Benin and an Asante Stool. The works on paper (prints only) total 4,351 works, including excellent examples by Rembrandt and Poussin, among others. The breadth, depth, and quality of the Museums photography collection are matched by only a small group of the largest museums in the United States. The photography collection (10,775 photographs) provides a panoramic vision of its subject, American photography, from the invention of the medium in 1839 to the present. The Museum is also home of the 20-acre Donald J. Hall Sculpture Park which includes the largest collection of Henry Moore sculptures outside of England. Currently, 6.6% of the Museums collection is on display at any given time, with as much as 11% exhibited annually through collection rotation. Any work of art not on view is available for research, unless its condition precludes this use. In fiscal year 2014, the Museum lent 441 objects to 23 exhibitions. SCHEDULE D, PART V, LINE 1E From time to time, the Foundation receives additional information from donors that provides more specific direction or changes the donors' intentions regarding the use of gifts. During fiscal year 2014, the Foundation reclassified $1,357 out of endowment funds. This amount is included within the "other expenditures for facilities and program" line. SCHEDULE D, PART V, LINE 4 USE OF ENDOWMENT FUNDS- Endowments are in place to support specific education programs, exhibitions, collections administration, acquisitions and operations. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments, program-relate | $289,331 |
| Europe (Including Iceland and Greenland) | Investments, program-relate | $637,940 |
| Middle East and North Africa | Investments, program-relate | $97,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,024,548 | SubtotalSpentAmt |
| Total Spent | $1,024,548 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ShuttleCork | NameOfEvent1Amt |
| Gross Receipts Event1 | $919,625 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $709,855 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $209,770 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $88 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,538 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $155,463 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Party Arty | NameOfEvent2Amt |
| Gross Receipts Event2 | $136,712 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,474 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $115,238 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,780 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,040 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $24,423 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $76,860 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $76,860 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,512 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,987 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $41,365 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,133,197 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $731,329 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $401,868 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,380 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,565 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $221,251 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $291,196 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $110,672 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarships for workshops | 9967 | $67,529 | $0 |
| Travel incentive to schools | 12462 | $39,695 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Description of Organization's Procedures for Monitoring the Use of Grants- The Museum has a School Incentive Program whose goal is to serve children who would not otherwise have exposure to the Museum. Eligibility for the program is determined by the percentage of free and reduced-price lunches the school provides. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julian Zugazagoitia | ||||||||||||||
| Director/CEO | $358,626 | $0 | $0 | $0 | $0 | $0 | $14,310 | $0 | $5,918 | $0 | $378,854 | $0 | $0 | $0 |
| Karen Christiansen | ||||||||||||||
| Chief Operating Officer | $275,090 | $0 | $0 | $0 | $0 | $0 | $40,874 | $0 | $5,792 | $0 | $321,756 | $0 | $0 | $0 |
| Antonia Bostrom | ||||||||||||||
| Director, Curatorial Affairs | $151,716 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,099 | $0 | $154,815 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J,PART I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The Nelson Gallery Foundation maintains a membership at the Mission Hills Country Club, a social club, in the name of the Director. This membership is used by the Nelson Gallery Foundation for hosting business meetings, but is available to the Director for personal use. Membership dues are treated as taxable compensation to the Director. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| A | 431387649 | 606037AS8 | 2004-04-29 | $60,000,000 | SEE PART VI | false | false | false |
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| B | 431387649 | 606037BE8 | 2008-08-28 | $108,500,000 | SEE PART VI | Yes (true) | false | false |
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| C | 431387649 | 606037CF4 | 2010-03-09 | $37,239,955 | SEE PART VI | false | false | false |
| MISSOURI DEVELOPMENT FINANCE BOARD | ||||||||
| D | 431387649 | 606037CT4 | 2012-08-07 | $48,528,388 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,000,000 | $0 | $63,709,527 | $0 | $8,370,056 | $0 | $733,679 | $0 | $0 | $54,605,792 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $500,000 | $48,000,000 | $108,327,353 | $0 | $32,900 | $0 | $1,041,759 | $0 | $0 | $22,061,417 | $85,191,278 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $5,405,000 | $0 | $37,239,955 | $0 | $0 | $0 | $476,176 | $0 | $0 | $0 | $36,763,778 | $0 | 2007 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $2,865,000 | $0 | $48,528,388 | $0 | $0 | $0 | $514,115 | $0 | $0 | $0 | $48,014,273 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0 | 0.00030 | 0.00030 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0 | 0.00030 | 0.00030 | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | 0 | 0.00030 | 0.00030 | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | 0.00000 | 0.00030 | 0.00030 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | No Rebate DueNoRebateDueInd | Exception To RebateExceptionToRebateInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| A | Yes (true) | Yes (true) | false | Yes (true) | See Part VI | 3.4 | Yes (true) | Yes (true) | Yes (true) | ||
| 0 | |||||||||||
| B | false | Yes (true) | false | Yes (true) | Royal Bank of Canada | 1.95 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | |
| 0 | |||||||||||
| C | false | false | false | false | 0 | Yes (true) | Yes (true) | Yes (true) | |||
| 0 | |||||||||||
| D | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Part I, Column (f), Line A: Construction of Bloch Building and improvements to existing Museum building. Part I, Column (f), Line B: Refund Series 2001B Bonds issued on 12/6/2001; construction and renovation of various Museum buildings. Part I, Column (f), Line C: Refund a portion of Series 2001A Bonds issued on 12/6/2001. Part I, Column (f), Line D: Refund a portion of Series 2008A Bonds issued on 08/28/2008. Part I, Column (g), Line B: A portion of the Series 2008A Bonds was refunded by the Series 2012A Bonds on August 7, 2012. Part II, Column (A), Line 3: Amount is not equal to issue price due to investment earnings earned during the project period. Part II, Column (B), Line 3: Amount is not equal to issue price due to investment earnings earned during the project period. This amount does not include $500,000 of sale proceeds used to redeem bonds of the issue. Part II, Column (B), Line 11: Amount was used to refund Series 2001B Bonds. Part II, Column (C), Line 3: This amount does not include $361,685 of investment earnings in the escrow fund, which were used to refund the Series 2001A Bonds. Part II, Column (C), Line 11: Amount includes $36,713,690 of proceeds used to refund the Series 2001A Bonds and $50,088 of unspent proceeds used to pay interest on the Bonds. Part II, Column (D), Line 11: $48,000,000 was used to redeem a portion of the outstanding Series 2008A Bonds on the issue date of the Bonds. Additionally, $14,272.90 of the amount originally deposited into the costs of issuance fund was transferred to the debt service fund and used to pay interest on the Bonds. Part III, Column (A)(B)(C)(D), Line 5: The Institution holds various events that may result in private business use as a result of unrelated trade or business activity within the Museum. The maximum amount of private business use that may result from the unrelated trade or business activity is 0.03% for the fiscal year. Part IV, Column (A), Line 5b: Transamerica Occidental Life Insurance Co. Part IV, Column (A), Line 6: Any amounts invested beyond the 3-year temporary period were reflected in the Arbitrage Rebate Analysis dated April 29, 2009. Part IV, Column (B), Line 2c: Arbitrage Rebate Analysis dated August 1, 2012. Part IV, Column (B), Line 6: Proceeds in the project fund were invested beyond the 3-year temporary period; however, no excess yield liability was generated. Part IV, Column (C), Line 2c: Arbitrage Rebate Analysis dated March 9, 2012. Part IV, Column (C), Line 6: Proceeds were invested in a yield restricted advance refunding escrow and were spent as of 12/1/2011. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1292 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $358,470 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | USE OF THIRD PARTIES TO PROCESS OR SELL NONCASH CONTRIBUTIONS- Auction houses, or occasionally dealers, are used to sell works deaccessioned from the collections. These works include gifts and bequests as well as purchases. A curator identifies a work for possible deaccession. If the Director/CEO approves deaccessioning the work, the curator contacts auctions houses or dealers to get sale estimates. The curator recommends an auction house or dealer to the Director/CEO. The curator prepares a deaccession proposal and presents the work to the Committee on Collections (the 'COC'). The COC has the authority to approve deaccessions with an estimated sale value of less than $25,000. The Board of Trustees must approve deaccessions with an estimated sale value of $25,000 or more. The Director/CEO signs the auctions house's or dealer's consignment agreement. Sale proceeds are restricted to the purchase of work in the same curatorial area. |
| Schedule M, Part I, Line 33 | WHY ORGANIZATION DID NOT REPORT REVENUES ON SCH. M, PART I, COL C- Please see Schedule D, Part III, Line 1a. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 8b | DESCRIPTION OF PRACTICES RE: DOCUMENTATION OF MTGS & ACTIONS OF COMMITTEES- The Executive Committee of the Board does not maintain minutes of their meeting. The remaining committees (Audit, Buildings & Ground, Collections, community relations, development, Education, Exhibition, Finance, Investment, and nominating) generate and approve minutes of their meetings. |
| Form 990, Part VI, Line 11b | DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990- Initial compilation of the information for the return is completed by Finance Department staff with review by the Director, Finance and subsequent review by the Chief Operating Officer prior to transmission to the accounting firm for return preparation. Upon receipt of completed return and review by the Director, Finance the return will be provided to the Chief Executive Officer, Chief Operating Office, Audit Committee and to all Trustees for review prior to filing. |
| Form 990, Part VI, Line 12c | Monitoring and enforcement of compliance with conflict of interest policy- The conflict of interest policy requires the completion of a written questionnaire by each director, officer, member of a committee with board-delegated power and key employees, on an annual basis. The questionnaire addresses each individual's acknowledgement of the receipt of the code of conduct and the conflict of interest policy and their compliance with it, along with requiring responses to detailed questions related to specific areas that could raise a conflict. |
| Form 990, Part VI, Line 15 | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN- The Executive Committee and the Compensation Committee of the Board of Trustees reviews the compensation and employment benefits of the Director and other senior staff members of the museum. This same committee also reviews the plan for compensation and benefits for all other museum employees. A variety of salary survey information is provided by the Director, Human Resources during this process including survey by American Association of Museum Directors, Midwest Museum Survey, Human Resource Management Association, and Tower's Watson Data Services. |
| Form 990, Part VI, Line 19 | Process for making documents available to the public- The governing documents, conflict of interest policy and financial statements are not generally made available to the public. |
| Form 990, Part XI, Line 9 | Other changes in net assets or fund balances- Change in net assets due to acquisitions and dispositions of art and library collections (2,200,930) Change in value of trusts held by others 1,270,402 Pension-related changes other than net periodic pension cost 534,704 ____________ (395,824) |
| FORM 990, PART XII, QUESTION 2C | The Audit Committee is responsible for engaging the audit firm and review of the draft audited financial statements before issuance. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The William Rockhill Nelson Trust | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 Oak Street | AddressLine1 |
| City | Kansas City | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440558944 | EIN |
| Primary Activities | Museum Spprt | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11a-TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Three 100 Beneficial Trusts | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Perpetual Trusts | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | $487,843 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $17,805,198 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The William Rockhill Nelson Trust | ||
| c | $1,714,840 | FMV |
| The William Rockhill Nelson Trust | ||
| q | $31,194 | FMV |