2011-11-22T14:25:53-06:00 2011-04-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 2600 INDIANAPOLIS IN 46204 990 2010-05-01 446012977 NELSON GALLERY FOUNDATION NELS 8167511378 4525 OAK STREET KANSAS CITY MO 64111 SARAH ROWLAND 2011-11-21 3176817000 2010 2016-02-24 21:20:13Z Karen Christiansen COO 4525 Oak Street Kansas City MO 64111 58554778 false X www.nelson-atkins.org X 1954 MO ENCOURAGEMENT OF PUBLIC INTEREST IN ART. 21 21 374 500 0 0 13458343 26278986 631447 697071 16688618 6038029 1049821 1045738 31828229 34059824 0 0 0 0 12924874 12341437 0 0 1993863 21109131 22678161 34034005 35019598 -2205776 -959774 692047067 732948562 249807344 248416617 442239723 484531945 X ENCOURAGEMENT OF PUBLIC INTEREST IN ART. false false 28749266 0 722767 The Nelson-Atkins Museum of Art is dedicated to connecting the public with great works of art. Annually, the Nelson-Atkins welcomes in excess of 350,000 visitors to explore it's encyclopedic collection of nearly 34,000 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 58,000 students and adults from Missouri, Kansas and other nearby states participate in school and group tours of the Nelson-Atkins 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. 28749266 true true false false false false true false true true true false false true false 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 false true X 118 0 true 374 true false true BD VI CJ GK IS NL false false false false false false false false X 21 21 false false false false false false false true false false false true true false false true true true true false X TAMMY BLUHM 8167510417 4525 OAK STREET KANSAS CITY MO 64111 X Sarah Rowland 3.0 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 Gattermeir 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 Shirley Helzberg 1.0 X 0 0 0 Laurence R Jones 1.0 X 0 0 0 Sandra A J 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 Smith 1.0 X 0 0 0 Charles S Sosland 1.0 X 0 0 0 Kent Sunderland 1.0 X 0 0 0 Adelaide C Ward 1.0 X 0 0 0 Julian Zugazagoitia 35.0 X 169363 0 1985 Karen Christiansen 35.0 X 242598 0 33336 Gaylord Torrence 35.0 X 115330 0 5490 Colin Mackenzie 35.0 X 100610 0 5209 Ian Kennedy 35.0 X 104637 0 5507 Mark Zimmerman 35.0 X 101614 0 8289 Marc Wilson 35.0 X 184962 0 340 1019114 0 60156 7 true true false McCown Gordon Construction 422 Admiral Blvd Suite 100 KANSAS CITY MO 64106 Construction 5560828 American Food Vending 3606 John Glenn Blvd SYRACUSE NY 13209 Food Service 795681 Shelton Son Lawn Tree Co PO Box 320289 KANSAS CITY MO 64132 Lawn Service 477168 BNIM 106 West 14th St Suite 200 KANSAS CITY MO 64106 Engineering 260303 BECI Inc 510 Miami Ave KANSAS CITY MO 66105 Electrical 247963 8 2908380 1726645 401106 21242855 26278986 EXHIBITION FEES 900099 122132 122132 PROGRAM FEES 900099 251902 251902 PARKING FEES 900099 323037 323037 697071 4115756 4115756 0 25696 25696 32580 18186 14394 14394 14394 25427202 23504929 1922273 1922273 1922273 0 0 1465937 971839 494098 494098 SPECIAL EVENTS FOOD & BEVERAGE SALES 511550 511550 511550 34059824 722767 7058071 0 0 0 0 1108558 897432 152639 58487 0 8997048 7315560 749504 931984 476583 387327 42545 46711 1050357 853642 93767 102948 708891 576127 63284 69480 558569 558061 468 40 28701 27701 1000 132884 132884 0 0 105930 40882 41281 23767 1626903 1531278 95625 378847 175 419 378253 1391561 1598283 -229019 22297 248020 202565 17452 28003 0 2324815 2375961 -51146 282313 175029 43913 63371 0 36408 23855 10430 2123 3892608 3697978 194630 0 8163404 7921145 80753 161506 232755 225848 2302 4605 BOND FINANCING EXPENSE 1839504 1839504 INVESTMENT EXPENSE 1058865 1058865 MISCELLANEOUS 327961 318253 6045 3663 NON-CAPITALIZED FURNITURE 48113 49865 -1752 35019598 28749266 4276469 1993863 X 2286886 1947454 26873128 22970965 69108128 67654754 495644 267430 797601 726902 287988164 46965794 245394582 241022370 172227350 217508221 148087055 157441820 26776693 23408646 692047067 732948562 2838726 2124980 243755000 242800000 3213618 3491637 249807344 248416617 X 257411861 292998724 123154261 96897464 61673601 94635757 442239723 484531945 692047067 732948562 X -959774 43251996 X X false true true X false X 21474084 32068270 30581995 19575493 29782084 133481926 21474084 32068270 30581995 19575493 29782084 133481926 28936233 104545693 7981405 7932969 6571230 5074219 4174032 31733855 165215781 19648709 0.63278 0.56950 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 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 349632029 13029743 46436314 25540986 383557100 288833085 2474155 73312559 14987770 349632029 370484142 12796333 -77101223 17346167 288833085 0.76480 0.20190 0.03330 true false 9044501 9044501 263913025 42799796 221113229 102167 102167 0 14928471 4063831 10864640 241022370 ALTERNATIVE INVESTMENT 157441820 F 157441820 0 ACCRUED PENSION OBLIGATION 1599983 BOND INTEREST PAYABLE 1891654 3491637 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 34,000 objects. The Asian art collection (9,846 works) is among the finest in the world by virtue of its size, depth and overall level of quality. The outstanding ancient art collection numbers 865 objects with masterpieces from ancient Mesopotamia, Egypt and the classical world. The decorative arts collection contains 5,416 works and includes both European and American holdings. The European painting and sculpture collection (853 works) is of fine quality throughout. Some of the world-class masterpieces are works by Bernardo Daddi, Petrus Christus, Jan Gossaert, Lucas Cranach, Bronzino, Caravaggio and Gaetano Gandolfi. The 19th-century paintings include major impressionist and post-impressionist works by Monet, van Gogh and Cezanne. The American art department includes 611 paintings and sculptures 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 includes important works from the early 20th-century to the present, including seven Noguchi sculptures. The American Indian art collection of 2,233 objects is particularly strong in southwest Navajo and Northwest Coast material. The African art holdings include 204 objects. The works on paper (prints and drawings) collection totals 5,948 works. The Museum's photography collection contains approximately 8,466 items. The collection provides a panoramic vision of its subject, with an emphasis on 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 which includes the largest collection of Henry Moore sculptures outside England. Currently 7.8% of the Museum's collections are on display at any given time, with an additional 2% 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 2011 the Museum lent 39 works to 20 institutions. Use of endowment funds Schedule D, Part V, Line 4 Endowments are in place to support specific education programs, exhibitions, collections administration, acquisitions and operations. Other expenditures for facilities/programs 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 2011, the Foundation reclassified $10.8 million out of endowment funds. This amount is included within the "other expenditures for facilities/program" line. Central America and the Caribbean Investments 1147122 Europe (Including Iceland and Greenland) Investments 727166 Middle East and North Africa Investments 279950 2154238 2154238 true false false false false false X X X false false false false false false false false false Julian Zugazagoitia 169363 0 0 0 0 0 0 0 1985 0 171348 0 0 0 Karen Christiansen 242598 0 0 0 0 0 27929 0 5407 0 275934 0 0 0 Marc Wilson 184962 0 0 0 0 0 0 0 340 0 185302 0 0 0 Missouri Development Finance Board 431387649 606037AS8 2004-04-29 60000000 IMPROVEMENTS & ADDITIONS false false false Missouri Development Finance Board 431387649 606037BE8 2008-08-28 108500000 REFUND 2001B SERIES & IMPROVEMENTS false false false Missouri Development Finance Board 431387649 606037CF4 2010-03-09 37239955 REFUND 2001A SERIES false false false 63709527 8370056 733679 54605792 2007 false false true true 500000 108838257 85217986 22434356 1185915 true false false true 455000 37239955 36713695 476181 50079 2007 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 true true false true TRANSAMER OCCIDENTAL 3.4 true true false false true false true ROYAL BANK OF CANADA 1.95 true false false false false false false false false ADDITIONAL INFORMATION See Schedule O for additional disclosures. X 327 OTHER 13 false true true 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 organization 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. 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 (Audit, Buildings & Grounds, Collections, Development, Education, Finance & Investment) generate and approve minutes of their meetings. Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11B Initial compilation of the information for the return is completed by Finance Department staff with review by Director, Finance and subsequent review by the Chief Operation 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 Office, Audit Committee, and to all Trustees for review prior to filing. Disclosure of interests that could give rise to conflict Form 990, Part VI, Question 12b For the fiscal year ending 04/30/2011 the Museum did not require a written annual disclosure addressing conflicts of interest. The Museum has developed a more detailed Code of Conduct and Conflict of Interest Policy which becomes effective in the year ending 04/30/2012. This new policy requires the completion of a written questionnaire by each director, officer, member of a committee with Board-delegated powers and key employee, on an annual basis beginning in the fiscal year ending 04/30/2012. The questionnaire addresses each individuals acknowledgement of the receipt of the Code of Conduct and Conflict of Interest Policy and their compliance with it, along with requiring responses to detailed questions relating to specific areas that could raise a conflict. Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Questions 15a and 15b The Executive Committee of the Board of Trustees reviews the compensation and employee benefits of the Director and other senior staff member 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. Hours Devoted to Related Organizations Form 990, Part VII, Section A Sarah Rowland: 1 hr/wk The William Rockhill Nelson Trust Shirley Helzberg: 1 hr/wk The William Rockhill Nelson Trust Donald Hall: 1 hr/wk The William Rockhill Nelson Trust Other changes in net assets or fund balances Form 990, Part XI, Question 5 Unrealized gains: $43,040,190 Change in value of trusts held by others: $1,511,236 Change in net assets due to acquisitions and dispositions of art and library collections: $(1,440,471) Reduction of minimum pension obligation due to change in value of plan assets: $141,041 Total: $43,251,996 Oversight or Selection Process Form 990, Part XII, Question 2c The Finance Committee previously assumed responsibility for oversight of the audit and selection of an independent accounting firm. During the fiscal year an Audit Committee was created that will now be responsible for oversight of the audit and selection of an independent accounting firm. 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, issued on 12/06/2001, 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. Line C: Refund $33,595,000 2001A Series, issued on 12/06/2001. Total proceeds of issue: Schedule K, Part II, Question 3, Columns A and B Amount is not equal to issue price. The difference is due to interest earnings during the project period. Other Spent Proceeds: Schedule K, Part II, Question 11, Column B Bond proceeds and other funds of the Museum were used to finance projects for the museum. The amount listed will be allocated based on the Museum's final allocation, which will be completed in the next fiscal year. Year of substantial completion: Schedule K, Part II, Question 13, Column C Not all projects have been substantially completed. Management Policies & Procedures: Schedule K, Part III, Line 7 In the current fiscal year the Museum relied on the Tax Compliance Agreement for each bond issue as the policy and procedures to ensure post-issuance tax-exempt compliance for that bond issue. The Museum is working on a comprehensive set of policies and procedures to ensure post-issuance tax-exempt compliance to be adopted during the next fiscal year. 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