2014-11-19T12:21:53-06:00 2014-04-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990 2013-05-01 446012977 THE NELSON GALLERY FOUNDATION % Tammy Bluhm NELS 8167511378 4525 OAK STREET Suite KANSAS CITY MO 64111 Shirley Bush Helzberg Board Chair 2014-11-17 CHRISTOPHER B BOGGS P00032493 2013 2015-11-30 17:44:51Z Karen L Christensen 4545 Oak Street Kansas City MO 64111 61558782 false X www.nelson-atkins.org X 1954 MO Encouragement of public interest in art. 16 16 440 500 314329 186390 15196634 12003282 1559048 1495128 11721885 12303589 2489006 1879159 30966573 27681158 52460 107224 0 0 14010937 14783924 0 0 2699415 22562983 22929699 36626380 37820847 -5659807 -10139689 681399732 688227299 204448004 197666380 476951728 490560919 X ENCOURAGEMENT OF PUBLIC INTEREST IN ART. false false 28366185 73529 3259174 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. 28366185 true true false false false false false true false true true true false false true false false true false false true false false false true false false false true true true false false false false false false false false false false true true false false false true false false false true 144 0 true 440 true true true false false false false false false false false false X 16 16 false false false false false false false true false false false true true true true true true true true false X Tammy Bluhm 8167510417 4525 Oak Street Kansas city MO 64111 Shirley Bush Helzberg Chairman 3.0 1.0 X 0 0 0 Mary Atterbury Trustee 1.0 0.0 X Robert Bernstein Trustee 1.0 0.0 X 0 0 0 Paul DeBruce Trustee 1.0 0.0 X 0 0 0 Laura Fields Trustee 1.0 0.0 X 0 0 0 David Fowler Trustee 1.0 0.0 X 0 0 0 J Scott Francis Trustee 1.0 0.0 X 0 0 0 J Peter Gattermeir Trustee 1.0 0.0 X 0 0 0 Richard C Green Jr Trustee 1.0 0.0 X 0 0 0 Julia Irene Kauffman Trustee 1.0 0.0 X 0 0 0 Alan R Marsh Trustee 1.0 0.0 X 0 0 0 Sarah Rowland Trustee 1.0 1.0 X 0 0 0 Charles S Sosland Trustee 1.0 1.0 X 0 0 0 Kent Sunderland Trustee 1.0 0.0 X 0 0 0 Elizabeth Bloch Uhlmann Trustee 1.0 0.0 X 0 0 0 Adelaide C Ward Trustee 1.0 0.0 X 0 0 0 Maurice Watson Trustee 1.0 0.0 X 0 0 0 Julian Zugazagoitia Director/CEO 35.0 0.0 X 358626 0 20228 Karen Christiansen Chief Operating Officer 35.0 0.0 X 275090 0 46666 Antonia Bostrom Director, Curatorial Affairs 35.0 0.0 X 151716 0 3099 Judith Koke Director, Education & Int Prog 35.0 0.0 X 133444 0 15956 Gaylord Torrence SENIOR CURATOR, AMER. 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ART 35.0 0.0 X 125415 0 5233 Steven Waterman DIRECTOR, PRESENTATION 35.0 0.0 X 114144 0 11796 Colin Mackenzie Senior Curator, Asian Art 35.0 0.0 X 111294 0 20708 1269729 0 123686 10 false true false American Food Vending 124 Metropolitan Park Dr Syracuse NY 13088 Food Service 1146902 Shelton Son Lawn Tree Co PO Box 320289 Kansas City MO 64132 Lawn Service 384351 McCown Gordon 422 Admiral Blvd Suite 100 Kansas City MO 64106 Construction 240144 Ernst Young LLP 1200 Main St Suite 2500 Kansas City MO 64105 Accounting Service 157093 Goppion Museum Workshop One William St New York NY 10004 Case Fabrication 129147 5 3203256 731329 1714840 280581 6073276 358470 12003282 Exhibition Fees 900099 820665 820665 0 0 Program Fees 900099 315863 315863 0 0 Parking Fees 900099 358600 358600 0 0 1495128 1204821 281764 923057 0 62055 62055 52300 47859 4441 0 4441 4441 43741737 32642969 11098768 11098768 11098768 401868 731329 291196 110672 110672 0 1658020 895600 762420 762420 Special Events Food & Bev 900099 851060 818495 32565 0 Miscellaneous 900099 88511 88511 0 0 939571 27681158 3226609 314329 12136938 0 0 107224 107224 0 0 0 0 1418768 938129 329619 151020 0 0 0 0 10189628 7846360 1539820 803448 761500 576254 122633 62613 1590278 1095038 342759 152481 823750 633494 122920 67336 955182 903163 4609 47410 98824 24984 62702 11138 121949 0 121949 0 0 0 0 0 0 0 1181669 0 1181669 0 2571144 2086252 305556 179336 387020 355553 16148 15319 2228403 1803841 109000 315562 296927 136855 140457 19615 0 0 0 0 2018019 1604832 296791 116396 491145 442503 28521 20121 0 0 0 0 48721 20570 27532 619 2999254 2422234 384861 192159 0 0 0 0 8409163 6474661 1421267 513235 436903 389268 33972 13663 Loan & participation fees 309680 309680 0 0 Non-capitalized furniture 138948 89213 42989 6746 Honorariums 108289 98175 28 10086 Miscellaneous 128459 7902 119445 1112 37820847 28366185 6755247 2699415 0 3870628 3062901 5869795 2634695 59658813 58111887 450695 860812 0 0 0 0 0 0 555631 551282 0 184165 287478963 69413225 226331765 218065738 165297331 187054448 199303845 196742039 0 0 0 0 20061229 20959332 681399732 688227299 2423168 2589069 0 0 0 0 190410000 185040000 0 0 0 0 0 0 0 0 11614836 10037311 204448004 197666380 X 284100022 294135065 93396309 94839531 99455397 101586323 476951728 490560919 681399732 688227299 X -10139689 24144704 -395824 X X false true X true true true X 19575493 29782084 15846565 19898811 16714300 101817253 0 0 19575493 29782084 15846565 19898811 16714300 101817253 18251653 83565600 5074219 4174032 4131127 1461964 1037412 15878754 5934 29202 314329 349465 0 118045472 18390592 0.70791 0.73725 X SCHEDULE A PART II LINE 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 353858676 594222 34549960 18230185 370772673 328255705 2142062 36973090 13512181 353858676 383557100 595191 -3340117 52556469 328255705 349632029 13029743 46436314 25540986 383557100 288833085 2474155 73312559 14987770 349632029 0.72950 0.22120 0.04930 true false 9402838 9402838 264438690 59363046 205075644 13439334 9963114 3476220 198101 87065 111036 218065738 Alternative Investments 196742039 F 196742039 0 Accrued Pension Obligation 3849967 Bond Interest Payable and Bond Premium 6187344 10037311 SCHEDULE D, PART III, LINE 1A 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. Central America and the Caribbean Investments, program-relate 289331 Europe (Including Iceland and Greenland) Investments, program-relate 637940 Middle East and North Africa Investments, program-relate 97277 1024548 1024548 true false false false false false ShuttleCork 919625 709855 209770 88 28538 155463 Party Arty 136712 21474 115238 8780 20040 24423 1 76860 76860 8512 3987 41365 1133197 731329 401868 17380 52565 221251 291196 110672 true Scholarships for workshops 9967 67529 0 Travel incentive to schools 12462 39695 Schedule I, Part I, Line 2 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. X true true X X X false false false false false false false false false Julian Zugazagoitia Director/CEO 358626 0 0 0 0 0 14310 0 5918 0 378854 0 0 0 Karen Christiansen Chief Operating Officer 275090 0 0 0 0 0 40874 0 5792 0 321756 0 0 0 Antonia Bostrom Director, Curatorial Affairs 151716 0 0 0 0 0 0 0 3099 0 154815 0 0 0 Schedule J,PART I, Line 1a 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. A MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037AS8 2004-04-29 60000000 SEE PART VI false false false B MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037BE8 2008-08-28 108500000 SEE PART VI true false false C MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037CF4 2010-03-09 37239955 SEE PART VI false false false D MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037CT4 2012-08-07 48528388 SEE PART VI false false false A 3000000 0 63709527 0 8370056 0 733679 0 0 54605792 0 0 2007 false false true true B 500000 48000000 108327353 0 32900 0 1041759 0 0 22061417 85191278 0 2012 true false true true C 5405000 0 37239955 0 0 0 476176 0 0 0 36763778 0 2007 false true true true D 2865000 0 48528388 0 0 0 514115 0 0 0 48014273 0 2012 true false true true A false true false false 0 0.00030 0.00030 false false false true B false true false false 0 0.00030 0.00030 false false false true C false true false false 0 0.00030 0.00030 false false false true D false true false false 0.00000 0.00030 0.00030 false false false true A true true false 0 true See Part VI 3.4 true true true B false true true false 0 true Royal Bank of Canada 1.95 true true true C false true false false 0 false 0 true true D false true false false 0 false 0 false true A true B true C true D true Part VI Supplemental Information 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. X 1292 0 Other X 20 358470 Cost/Selling Price 8 false true true 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. 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. The William Rockhill Nelson Trust 4545 Oak Street Kansas City MO 64111 440558944 Museum Spprt MO 501(c)(3) 11a-TYPE 1 NA false Three 100 Beneficial Trusts Perpetual Trusts NA Trust 487843 17805198 1.00000 false false false true false false false false false false false false false false true true false true false false The William Rockhill Nelson Trust c 1714840 FMV The William Rockhill Nelson Trust q 31194 FMV