Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Missouri Historical Society
Employer identification number
43-0654866
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
4,783,113
2,860,132
2,564,938
2,693,161
2,256,697
15,158,041
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
9,402,068
9,608,405
9,824,756
9,807,838
9,802,161
48,445,228
4
Total. Add lines 1 through 3..
14,185,181
12,468,537
12,389,694
12,500,999
12,058,858
63,603,269
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
63,603,269
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
14,185,181
12,468,537
12,389,694
12,500,999
12,058,858
63,603,269
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
983,707
953,916
762,589
383,370
769,755
3,853,337
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
2,194,629
953,110
805,095
828,408
1,000,200
5,781,442
11
Total support (Add lines 7 through 10).
73,238,048
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
1,590,981
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
86.845 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
86.738 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Museum Shop 193,974 Facility Rental/Catering 108,248 Exhibit Ticket Revenue 518,282 Publication Sales 23,613 Library Photos & Prints 28,516 Special Events & Tours 103,925 Miscellaneous 23,642 Total Other Income 1,000,200
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
Missouri Historical Society
Employer identification number
43-0654866
Identifier
Return Reference
Explanation
Family or Business Relationships
Part VI, Section A, Line 2
Two trustees have a family relationship: Laura Shaughnessy is the Daughter-in-law of Joseph Shaughnessy Two trustees have a business relationship: Martin Galt is Chairman of Commerce Trust, and V. Raymond Stranghoener is President of Commerce Trust.
Procedure for Preparation and Review of Form 990
Part VI, Section B, Line 11 &11A
The Form 990 is prepared by the Finance and Accounting Department in conjunction with the Independent Auditors. It is reviewed by the Chief Financial Officer and the President of the Museum. The 53 person Board of Trustees passed a resolution formally delegating the authority to review the Form 990 to the Audit Committee of the Board. Following its review of the Form 990, the Audit Committee is required to report its findings and relevant comments back to the Board of Trustees prior to the submission of the Form 990. The Board of Trustees is provided a number of the key summary pages, including Part 1 Summary Page; Part VI Sections A, B, & C, Part VII, Part VIII, Part IX, Part X and Schedules J and J-2. Copies of the entire Form 990 are available to the Board on Request following the review by the board. The Form 990 is submitted.
Monitoring Conflict of Interest Policy
Part VI, Section B, Line 12(c)
Annually, the trustees are required to review the Museum's Conflict of Interest Policy and sign a form confirming that they have read the policy. If there is the potential for a conflict of interest, they are required to document that potential. These two forms are then forwarded to the Metropolitan Zoo and Museum District of the City of Saint Louis, the taxing authority providing partial financial support to the museum. The employee handbook spells out the Museum's employee Conflict of Interest Policy and employees are required to sign a form indicating that they have read and understand the requirements of the handbook.
Compensation Review and Approval Process
Part VI, Section B, Line 15(a) and 15(b)
The Compensation Committee of the Board of Trustees has responsibility for the review and setting of the compensation for the President of the Museum and recommending approval of that compensation to the Board of Trustees. The President's compensation is codified in a multi-year contract and reviewed annually. The review and approval of the compensation is conducted in accordance with Section 4958 of the Internal Revenue Code with respect to the comparable institutions, both locally and nationally, as well as a review of the performance of the President and the national reputation of the Museum. The Committee holds two separate meetings, one to develop the recommendation and the second one to confirm that decision prior to reporting to the Board of Trustees. The Compensation Committee, in conjunction with the President, reviews and approves the compensation recommendations for the Leadership Group of the Museum on an annual basis.
Disclosures
Part VI, Section C, Line 18
Form 990 is maintained by the Chief Financial Officer and made available to the Public upon request in the past. In 2010 Form 990 will be available on-line on the Museum's Website.
Disclosures
Part VI, Section C, Line 19
The Museum's governing documents, conflict of interest policy, whistelblower policy, and audited financial statements are maintained by the Chief Financial Officer and made available to the Public upon request.
Statement of Program Service Accomplishments - Program Service
Part III, Line 4(a)
Exhibitions and Research The Museum presents a number of exhibits each year, both permanent and temporary. The temporary exhibits are a combination of traveling exhibits as well as exhibits developed and presented by the exhibitions and research staff. The 2010 exhibit schedule included, among others, the continuation of Katherine Dunham: Beyond the Dance which chronicled the life, creative dance, and anthropologic contributions of Katherine Dunham as well as traveling exhibits such as Race: Are We So Different; Vatican Splendors: A Journey Through Faith and Art; Homelands: How Women Made the West; Treasures of Napoleon. Attendance to the Museum and its exhibits was 511,835 in 2010. Expenses include salaries, supplies, and the costs associated with booking traveling exhibits including shipping and rental fees.
Statement of Program Service Accomplishments - Program Service
Part III, Line 4(b)
Library and Collections Includes the expenses of acquisition and care of the museum collections including object collections, archival materials, photographs and prints, moving images, and the library. The collections include items of historical significance in Missouri and surrounding areas and includes but is not limited to the following: personal items, journals, furniture, family heirlooms, weapons, business records, garments and household items, paintings, sculpture, books, etc. Includes salaries and supplies used in maintaining and cataloging the collection and assisting the public with research. During the year, there were 4,181 visits to the library and research areas and over 6,263 responses to phone, fax, and email requests for assistance.
Statement of Program Service Accomplishments - Program Service
Part III, Line 4(c)
Community Education & Events Community Education and Events offered 700 programs to museum visitors of all ages. Beginning with toddlers, the museum offers hands on activities and storytelling on a weekly basis. For the more mature visitor, the museum offers lectures, documentaries, and theatrical productions. The largest program each year is a 16 week outdoor concert series, which attracts over 25,000 audience members. In keeping with the educational mission of the institution, the museum welcomed over 25,000 school kids through its doors. In total, the institution had almost 100,000 visitors participate in museum programs.
Statement of Program Service Accomplishments - Other Program Services
Part III, Line 4(d)
Communications Department The Communications Department provides marketing and public relations activities for the Museum, including media relations; advertising; cultural tourism and graphic design. Staff members within the Communications Department prepare and distribute media materials promoting exhibitions, events and programs to the print and electronic media. Communications Department personnel also coordinate all interviews and speaking engagements related to the Museum. The Communications Department staff oversees all advertising and marketing opportunities and promotional partnerships; develops marketing plans and places all advertising for exhibitions, program and events; coordinates the Museum's social media presence. Communications Department staff promotes the museum, special exhibitions, Forest Park and St. Louis to the tourism industry by working closely with regional Visitor and Convention Bureaus, tour companies, travel organizations and hotel concierge. The communications Department produces brochures; banners; signage; postcards; mailers and a variety of printed and electronic materials to represent the many exhibitions, Programs, and Membership opportunities of the Missouri History Museum. Annual Expenses are $1,212,765. Digital Media and Publications Provides a number of services for the museum. In addition to publishing a number of books each year (new titles or reprints of books previously published by the museum), They also publish an annual members magazine and maintain an online magazine with continuously changing articles. They also provide editing services for other departments in the museum. Annual Expenses were $341,313 and Annual Revenues are $25,313.
Reconciliation of Net Assets
Form 990, Part XI, Line 5
Net unrealized gains on investments $2,585,039 Donated Services and Use of Facilities 256,578 Museum Shop, Net (184,914) Restaurant Expense (96,906) Other Expenses (Schedule D, Line 4b) 50,465 ---------- $2,610,262
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.