2012-12-13T17:16:28-06:00 2010-04-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2009-05-01 446012977 Nelson Gallery Foundation NELS 8167511378 4525 Oak Street Kansas City MO 64111 Sarah F Rowland 2012-12-10 3176817000 2009 2016-02-24 21:20:13Z X Karen Christiansen COO 4525 Oak Street Kansas City MO 64111 95402791 false X www.nelson-atkins.org X 1954 MO Encouragement of public interest in art. 20 20 376 470 0 0 24897845 13458343 722355 631447 5278680 16688618 1553754 1049821 32452634 31828229 0 0 0 0 14318170 12924874 0 0 1847644 26115871 21109131 40434041 34034005 -7981407 -2205776 633381005 692047067 249195731 249807344 384185274 442239723 Encouragement of public interest in art. false false 27220935 649514 SEE SCHEDULE O 27220935 true true false false false false true false true true false true false false true false false false false false false false false true true false false false false false false false false false false false true false false false true false false false true 131 0 true 376 true false true false false false false false false false 20 20 false false false false false false false true false false false false true false false true true true true false X TAMMY J BLUHM 8167510417 4525 Oak Street Kansas City MO 64111 Sarah F Rowland 1.0 X 0 0 0 Mary Atterbury 1.0 X 0 0 0 G Kenneth Baum 1.0 X 0 0 0 Robert Bernstein 1.0 X 0 0 0 Thornton Cooke 1.0 X 0 0 0 Paul DeBruce 1.0 X 0 0 0 Ann Dickinson 1.0 X 0 0 0 Laura Fields 1.0 X 0 0 0 David Fowler 1.0 X 0 0 0 J Peter Gattemeir 1.0 X 0 0 0 Richard C Green Jr 1.0 X 0 0 0 Donald J Hall 1.0 X 0 0 0 Laurence R Jones 1.0 X 0 0 0 Sandra Lawrence 1.0 X 0 0 0 Alan R Marsh 1.0 X 0 0 0 Robert D Regnier 1.0 X 0 0 0 Louis L Smith 1.0 X 0 0 0 Kent Sunderland 1.0 X 0 0 0 Adelaide C Ward 1.0 X 0 0 0 HARRY C MCCRAY JR 1.0 X 0 0 0 Marc Wilson 35.0 X 795389 0 5809 Karen Christiansen 35.0 X 260905 0 37524 William Markey 35.0 X 198715 0 16939 Deborah Emont Scott 35.0 X 139031 0 20856 Dana Knapp 35.0 X 135315 0 7817 Gaylord Torrence 35.0 X 117652 0 5918 Ian Kennedy 35.0 X 105764 0 23047 1752771 0 117910 8 false true false McCown Gordon Construction 422 Admiral Blvd Suite 100 KANSAS CITY MO 64106 Construction 1389846 American Food Vending 3606 John Glenn Blvd SYRACUSE NY 13209 Food Service 799678 BNIM 106 West 14th St Suite 200 KANSAS CITY MO 64106 Engineering 419699 Eric Mehaffey 5801 Harrison KANSAS CITY MO 64110 CASE FABRICATION 334341 Shelton Son Lawn Tree Co PO Box 320289 KANSAS CITY MO 64132 Lawn Service 245418 8 2607194 1752989 507295 8590865 13458343 Exhibition Fees 900099 42060 42060 Program Fees 900099 323380 323380 Parking Fees 900099 266007 266007 631447 4992385 4992385 0 18067 18067 36767 20143 16624 16624 16624 74360010 62663777 11696233 11696233 11696233 0 0 1279350 890642 388708 388708 Special Events Food & Beverage Sales 900099 626422 626422 626422 31828229 649514 0 17720372 0 0 0 0 1530421 345158 1185263 0 8697217 7390926 419232 887059 603002 456105 94598 52299 1396803 1056528 219128 121147 697431 527530 109412 60489 597762 597819 -57 71269 316 70953 66887 66887 0 0 26803 8929 5784 12090 1637721 1450950 186771 289920 11958 -3530 281492 1312521 1508887 -242525 46159 244644 236608 -13876 21912 0 2061154 1978708 82446 229515 149956 5395 74164 0 18648 12498 1615 4535 3612451 3431828 180623 0 7764087 7406939 263979 93169 323199 308332 10989 3878 Bond financing expense 1483588 1483588 Investment expense 1025522 1025522 Miscellaneous 335738 333258 2480 NON-CAPITALIZED FURNITURE 7702 7702 34034005 27220935 4965426 1847644 X 2106700 2286886 28279251 26873128 73737293 69108128 341764 495644 874992 797601 289448541 44053959 247034427 245394582 152913875 172227350 98317470 148087055 29775233 26776693 633381005 692047067 1831330 2838726 243455000 243755000 3909401 3213618 249195731 249807344 X 212874025 257411861 114218498 123154261 57092751 61673601 384185274 442239723 633381005 692047067 X false true true X false X 69757994 21474084 32068270 40840795 19575493 183716636 69757994 21474084 32068270 40840795 19575493 183716636 60143878 123572758 6083895 7981405 7932969 6571230 5047219 33616718 217333354 20325149 0.56859 0.55470 X 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 ORGANIZATIONS 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 288833085 2474155 73312559 14987770 349632029 370484142 12796333 -77101223 17346167 288833085 0.71000 0.13000 0.16000 true false 9044501 9044501 254143611 34964046 219179565 102167 102167 0 19978237 8987746 10990491 6180025 0 6180025 245394582 ALTERNATIVE INVESTMENTS 148087055 F 148087055 0 Accrued Pension Obligation 1699776 BOND INTEREST PAYABLE 1513842 3213618 SUPPLEMENTAL INFOERMATION TEXT OF NOTE TO FINANCIAL STATEMENTS SCHEDULE D, PART III, LINE 1A IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY ART MUSEUMS, THE COLLECTIONS WHICH WERE ACQUIRED THROUGH PURCHASES BY THE 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. COLLECTION SCHEDULE D, PART III, LINE 4 THE MUSEUM'S COMPREHENSIVE PERMANENT COLLECTION SPANS 5,000 YEARS AND NUMBERS NEARLY 35,000 OBJECTS. THE ASIAN ART COLLECTION (9,079 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 587 OBJECTS WITH MASTERPIECES FROM ANCIENT MESOPOTAMIA, EGYPT AND THE CLASSICAL WORLD. THE DECORATIVE ARTS COLLECTION CONTAINS 5,635 WORKS INCLUDING EUROPEAN AND AMERICAN HOLDINGS. THE EUROPEAN PAINTING AND SCULPTURE COLLECTION (886 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, BONZINO, CARAVAGGIO AND GAETANO GANDOLFI. THE 19TH-CENTURY PAINTINGS INCLUDE MAJOR IMPRESSIONIST AND POST-IMPRESSIONIST WORKS INCLUDING WORKS BY MONET, VAN GOGH AND CEZANNE. THE AMERICAN ART DEPARTMENT INCLUDES 622 PAINTING AND SCULPTURES WITH SUPERB PORTRAITS BY COPLEY, STUART, SARGENT AND EAKENS AND LANDSCAPES BY MAJOR 18TH AND 19TH CENTURY PAINTERS SUCH AS COLE, CHURCH, HEADE AND KENSETT. THE MODERN AND CONTEMPORARY ART COLLECTION INCLUDES IMPORTANT WORKS FROM THE EARLY 20TH CENTURY TO THE PRESENT. THE AMERICAN INDIAN ART COLLECTION OF 2,741 OBJECT IS PARTICULARLY STRONG IN SOUTHWEST NAVAJO MATERIAL. THE AFRICAN ART HOLDINGS INCLUDE 376 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. THE WORK ON PAPER (PRINTS AND DRAWINGS) TOTAL 4,362 WORKS. THE MUSEUM'S PHOTOGRAPHY COLLECTION CONTAINS APPROXIMATELY 7,500 ITEMS. THE COLLECTION PROVIDES A PANORAMIC VISION OF ITS SUBJECT, AMERICAN PHOTOGRAPHY, FROM THE INVENTION OF THE MEDIUM IN 1839 TO THE PRESENT. THE MUSEUM IS ALSO THE HOME OF THE 20 ACRE KANSAS CITY SCULPTURE PARK. CURRENTLY 6.1% OF THE MUSEUM'S COLLECTION IS ON DISPLAY AT ANY GIVEN TIME, WITH AS MUCH AS 25% EXHIBITED ANNUALLY THROUGH COLLECTION ROTATION. THIS ALLOWS THE VIEWING PUBLIC TO EXPERIENCE NEW PIECES WITH EACH VISIT. ANY WORK OF ART NOT ON VIEW IS AVAILABLE FOR RESEARCH, UNLESS ITS CONDITION PRECLUDES THIS USE. USE OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 ENDOWMENTS ARE IN PLACE TO SUPPORT SPECIFIC EDUCATIONAL PROGRAMS, EXHIBITIONS, COLLECTIONS ADMINISTRATION, ACQUISITIONS AND OPERATIONS. Central America and the Caribbean Investments Europe (Including Iceland and Greenland) Investments Middle East and North Africa Investments X X X true true false false false false false false false Marc Wilson 795389 0 0 0 0 0 0 0 5809 0 801198 0 0 0 Karen Christiansen 260905 0 0 0 0 0 31692 0 5832 0 298429 0 0 0 William Markey 84299 0 0 0 114416 0 12655 0 4284 0 215654 0 0 0 Deborah Emont Scott 58049 0 0 0 80982 0 18047 0 2809 0 159887 0 0 0 SUPPLEMENTAL INFORMATION SCHEDULE J, PART I, LINE 4A & 4B William Markey Severance - $114,416.39 Dana Knapp Severance - $92,423.16 Deborah Emont Scott Severance - $80,981.82 Deborah Emont Scott Supplemental Non-Qualified Retirement Plan - $6,584 Deborah Emont Scott Curatorial Consulting Fees - $40,000 MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037AS8 2004-04-29 60000000 IMPROVEMENTS & ADDITIONS false false MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037BE8 2008-08-28 108500000 REFUND 2001B SERIES & IMPROVEMENTS false false MISSOURI DEVELOPMENT FINANCE BOARD 431387649 606037CF4 2010-03-09 33895000 REFUND 2001A SERIES false false 60000000 0 0 0 733545 0 59266455 2007 false false true true 108779431 0 85000000 5666332 1038535 0 17074564 2010 false true false true 37239955 0 36713695 115421 410839 0 0 2010 false true true true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false true false false false true false true false false false true false false false false false true X 338 other 17 false true true SUPPLEMENTAL INFORMATION Use of third parties to process or sell noncash contributions Schedule M, Part I, Line 32b 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 AUCTION 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 THE COLLECTIONS (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 ESTIMATED SALE VALUES OF $25,000 OR MORE. THE DIRECTOR/CEO SIGNS THE AUCTION HOUSE'S OR DEALER'S CONSIGNMENT AGREEMENT. SALE PROCEEDS ARE RESTRICTED TO THE PURCHASE OF WORKS IN THE SAME CURATORIAL AREA. WHY ORGANIZATIONS DID NOT REPORT REVENUES ON SCHEDULE M, PART I, COL C SCHEDULE M, PART I, LINE 33 PLEASE SEE SCHEDULE D, PART III, LINE 1A REASON FOR AMENDING During the fiscal year 05/01/08 - 04/30/09 a work of art was donated to the Nelson Gallery Foundation but not properly included in the Form 990. A Form 8283, Noncash Charitable Contributions, was appropriately completed during that year. Based on a confidentiality clause in the gift agreement the receipt of this gift was not communicated and therefore inadvertently not reported on the 990. Upon review it was determined that Form 990 Schedules A, D, M and O should be amended for the fiscal years 05/01/08 - 04/30/09 through 05/01/10 - 04/30/11. SUPPLEMENTAL INFORMATION 990, PART III, 4A STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE NELSON-ATKINS MUSEUM OF ART IS DEDICATED TO CONNECTING THE PUBLIC WITH GREAT WORKS OF ART. ANNUALLY, THE NELSON-ATKINS MUSEUM WELCOMES IN EXCESS OF 350,000 VISITORS TO EXPLORE IT'S ENCYCLOPEDIC COLLECTION OF NEARLY 35,000 ART OBJECTS SPANNING 5,000 YEARS. FREE 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. OVER 50,000 STUDENTS AND ADULTS FROM MISSOURI, KANSAS AND OTHER NEARBY STATES PARTICIPATE IN SCHOOL AND GROUP TOURS OF THE NELSON-ATKINS MUSEUM EACH 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. THE INSTITUTION-WIDE TRANSFORMATION OF THE NELSON-ATKINS, INCLUDING THE 165,000 SQUARE FOOT BLOCH BUILDING AND RENOVATION OF THE ORIGINAL 1933 NELSON-ATKINS BUILDING, CONTINUES WITH THE COMPLETION OF RENOVATIONS TO THE AMERICAN INDIAN GALLERY IN NOVEMBER OF 2009 AND THE EGYPTIAN GALLERY IN APRIL OF 2010. AUTHORITY OVER FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES FORM 990, PART V, 4B BERMUDA BRITISH VIRGIN ISLANDS CAYMEN ISLANDS GUERNSEY ISRAEL NETHERLANDS DESCRIPTION OF PRACTICES RE: DOCUMENTATION OF MTGS & ACTIONS OF COMMITTEES FORM 990, PART VI, QUESTION 8B THE EXECUTIVE COMMITTEE OF THE BOARD DOES NOT MAINTAIN MINUTES OF THEIR MEETINGS. THE REMAINING COMMITTEES (EDUCATION, FINANCE, INVESTMENT, EXHIBITIONS, COLLECTIONS, DEVELOPMENT AND BUILDING AND GROUNDS) GENERATE AND APPROVE MINUTES OF THEIR MEETINGS. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11 DUE TO STAFFING CHANGES THE 2008 AND 2009, RETURN INFORMATION WAS PREPARED BY THE DIRECTOR, FINANCE WITH INPUT FROM HUMAN RESOURCES, REGISTRAR AND OTHER DEPARTMENTAL STAFF. INFORMATION PROVIDED TO ERNST & YOUNG, LLP FOR RETURN PREPARATION WILL BE PROVIDED TO THE BOARD CHAIR AND THE CHIEF OPERATING OFFICER IN ADVANCE OF THE COMPLETED RETURN. ONCE THE COMPLETED RETURN IS REVIEWED BY THE DIRECTOR, FINANCE IT WILL THEN BE PROVIDED TO THE CHIEF OPERATING OFFICER AND BOARD CHAIR FOR SIGNATURE. THE RETURN WILL BE PROVIDED TO ALL TRUSTEES EITHER SIMULTANEOUS TO OR IMMEDIATELY SUBSEQUENT TO FILING. INITIAL COMPILATION OF INFORMATION FOR THE 2010 AND FUTURE RETURNS WILL BE COMPLETED BY FINANCE DEPARTMENT STAFF WITH REVIEW BY DIRECTOR, FINANCE AND SUBSEQUENT REVIEW BY THE CHIEF OPERATING OFFICER PRIOR TO TRANSMISSION TO ACCOUNTING FIRM FOR RETURN PREPARATION. UPON RECEIPT OF COMPLETED RETURN AND REVIEW BY DIRECTOR, FINANCE THE RETURN WILL BE PROVIDED TO THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15A AND 15B THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION AND EMPLOYEE BENEFITS OF THE DIRECTOR AND OTHER SENIOR STAFF MEMBERS OF THE MUSEUM. THIS SAME COMMITTEE ALSO REVIEWS THE SCHEME FOR COMPENSATION AND BENEFITS OF ALL OTHER MUSEUM EMPLOYEES. A VARIETY OF SALARY SURVEY INFORMATION IS PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES DURING THIS PROCESS INCLUDING SURVEYS BY AMERICAN ASSOCIATION OF MUSEUM DIRECTORS, MIDWEST MUSEUM SURVEY, HUMAN RESOURCE MANAGEMENT ASSOCIATION AND CULTURAL INSTITUTION SURVEY. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. DESCRIPTION OF PURPOSE OF BOND ISSUE SCHEDULE K, PART I, COLUMN (F) ADDITIONAL DESCRIPTION OF PURPOSE: LINE A: FINANCE COSTS OF IMPROVEMENTS AND ADDITIONS TO THE MUSEUM AND TO PAY INTEREST DURING CONSTRUCTION, THE PREMIUM ON THE BOND INSURANCE POLICY AND OTHER COSTS RELATED TO THE ISSUANCE OF THE BONDS. LINE B: REFUND $85,000,000 2001B SERIES AND FINANCE COSTS OF IMPROVEMENTS AND ADDITIONS TO THE MUSEUM AND TO PAY INTEREST DURING CONSTRUCTION, THE PREMIUM ON THE BOND INSURANCE POLICY AND OTHER COSTS RELATED TO THE ISSUANCE OF THE BONDS. REFUNDED BONDS ISSUED 12/06/2001. LINE C: REFUND $33,595,000 2001A SERIES. REFUNDED BONDS ISSUED 12/06/2001. The William Rockhill Nelson Trust 4525 Oak Street Kansas City MO 64111 440558944 MUSEUM SPPRT MO 501c(3) 11-TYPE I NA false false true false false false false false false false false false true true false true false false The William Rockhill Nelson Trust C 1752989 The William Rockhill Nelson Trust P 4750