2025-09-22T13:53:48-05:00 2024-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-01-01 430654866 MISSOURI HISTORICAL SOCIETY MISS 3144543146 PO BOX 775460 ST LOUIS MO 63177 DR JODY SOWELL PRESIDENT AND CEO 3144543146 2025-09-19 1 1 KIMBERLY A RYAN P00829977 3142903300 2024 2025-03-06 01:10:19Z DR JODY SOWELL PO BOX 775460 ST LOUIS MO 63177 119233020 0 X WWW.MOHISTORY.ORG X 1866 MO TO SERVE AS THE CONFLUENCE OF HISTORICAL PERSPECTIVES TO INSPIRE AND ENGAGE OUR AUDIENCES. 40 40 253 185 0 0 16402701 21905859 90284 193960 5419049 12627394 462572 351690 22374606 35078903 0 0 0 0 11907760 12412428 46793 0 1630685 9865717 10256103 21820270 22668531 554336 12410372 145220091 156271399 3291889 2820170 141928202 153451229 X THE MISSOURI HISTORICAL SOCIETY (MHS) IS A MISSOURI PRO FORMA DECREE, NOT-FOR-PROFIT CORPORATION WHOSE PRIMARY FUNCTIONS ARE EDUCATIONAL AND COMMUNITY PROGRAMS; COLLECTIONS AND CONSERVATION; LIBRARY AND RESEARCH; AND EXHIBITIONS. (CONTINUED IN SCHEDULE O) MHS'S MISSION IS TO SERVE AS THE CONFLUENCE OF HISTORICAL PERSPECTIVES AND CONTEMPORARY ISSUES TO INSPIRE AND ENGAGE OUR AUDIENCES. 0 0 1625956 3772 SOLDIERS MEMORIAL: MHS OPERATES AND MANAGES THE SOLDIERS MEMORIAL MILITARY MUSEUM UNDER AN AGREEMENT WITH THE CITY OF ST. LOUIS. MHS OPENED THE SOLDIERS MEMORIAL AND THE COURT OF HONOR IN NOVEMBER OF 2018 AFTER AN EXTENSIVE $30 MILLION REVITALIZATION AND RENOVATION PROJECT. THE CITY OF ST. LOUIS PARTNERED WITH THE MHS AFTER CONSIDERATION OF OUR EXTENSIVE EXPERIENCE WITH MUSEUM OPERATIONS. THE MHS IS AN ACCREDITED MUSEUM BY THE AMERICAN ALLIANCE OF MUSEUMS. IN 2024, SOLDIERS MEMORIAL WELCOMED NEARLY 22,000 VISITORS.OPERATIONS: SOLDIERS MEMORIAL MILITARY MUSEUM FULFILLS THREE PRIMARY ROLES FOR THE ST. LOUIS COMMUNITY. FIRST, IT SERVES AS A PUBLIC MEMORIAL TO REMEMBER THOSE WHO GAVE THEIR LIVES IN SERVICE. THE MUSEUM BUILDING AND THE OUTDOOR COURT OF HONOR ARE HOME TO MEMORIALS TO WORLD WAR I, WORLD WAR II, THE KOREAN WAR, THE VIETNAM WAR, AND SERVICE MEMBERS WHO HAVE GIVEN THEIR LIVES WHILE IN SERVICE SINCE 1975. SECONDLY, WITH ITS MULTIPLE MEETING ROOMS, SOLDIERS MEMORIAL HOSTS A WIDE ARRAY OF PUBLIC PROGRAMS THAT EDUCATE ON ST. LOUIS' ROLE IN SERVICE SINCE ITS EARLIEST DAYS. IN COLLABORATION WITH EXTERNAL PARTNERS, THE MEETING ROOMS ARE ALSO USED TO PROVIDE DIRECT SERVICES TO VETERANS. THE MEETING ROOMS ARE ALSO USED BY MANY VETERAN SERVICE ORGANIZATIONS FOR THEIR RECURRING MEETINGS. FINALLY, SOLDIERS MEMORIAL SERVES AS A MUSEUM THAT HOSTS A 4,000 SQUARE FOOT PERMANENT GALLERY THAT SHARES THE STORY OF "ST. LOUIS IN SERVICE" FROM THE REVOLUTIONARY WAR THROUGH TODAY. THROUGHOUT 2024 AND 2025 THE MEMORIAL WAS ALSO HOME TO 4,600 SQUARE FOOT TEMPORARY EXHIBITIONS INCLUDING: "GHOST ARMY: THE COMBAT CON ARTISTS OF WWII," "TUSKEGEE AIRMEN: AMERICA'S FREEDOM FLYERS, AND "TWO MINUTES TO MIDNIGHT AND THE ARCHITECTURE OF ARMAGEDDON". 5231339 6618 LIBRARY AND COLLECTIONS AND DIGITAL INITIATIVES: THE MISSOURI HISTORICAL SOCIETY HOLDS THE PREMIER REGIONAL HISTORY COLLECTION DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY, AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL, AND INTERNATIONAL READERS AND RESEARCHERS. LIBRARY AND COLLECTIONS AND DIGITAL INITIATIVES INCLUDES THE EXPENSES ASSOCIATED WITH STEWARDSHIP OF THE COLLECTION OVERALL COVERING SALARIES AND SUPPLIES ASSOCIATED WITH CONSERVING, CATALOGING, PROCESSING, HOUSING, DIGITIZING AND MAKING ACCESSIBLE THE COLLECTIONS. MHS COLLECTIONS ARE ACCESSIBLE TO THE PUBLIC THROUGH THE LIBRARY AND RESEARCH CENTER, EXHIBITIONS AT THE MUSEUM AND SOLDIERS MEMORIAL, THROUGH LOANS TO OTHER INSTITUTIONS, OUR ONLINE WEBSITE INCLUDING THE ONLINE COLLECTIONS SEARCH, AND VARIOUS SOCIAL MEDIA PLATFORMS. IN 2024, IN-PERSON VISITATION TO THE LIBRARY AND RESEARCH CENTER WAS 5,012. ARCHIVES, LIBRARY, AND P&P STAFF PROVIDED REMOTE REFERENCE SERVICES TO 4,612 RESEARCHERS IN 2024, THAT IS A 39.2% INCREASE OVER 2023. THERE WERE 273,024 USERS TO OUR ONLINE COLLECTIONS SEARCH IN 2024 AND 2,458,700 VIEWED PAGES TO OUR MOHISTORY.ORG WEBSITE. THE COLLECTIONS CURRENTLY CONSIST OF MORE THAN 179,000 ARTIFACTS IN A VARIETY OF FORMATS THAT DOCUMENT THE EVERYDAY LIFE OF THE DIVERSE INHABITANTS OF OUR REGION. THE LIBRARY CONTAINS MORE THAN 100,000 VOLUMES. THE MANUSCRIPT COLLECTIONS COMPRISE MORE THAN 7,900 LINEAR FEET OF ORIGINAL MANUSCRIPT RECORDS. THE PHOTOGRAPHS AND PRINTS COLLECTIONS CONTAIN MORE THAN 1 MILLION IMAGES. THE SOUND AND MOVING IMAGES COLLECTION INCLUDES MORE THAN 74,000 ITEMS. IN 2024, THERE WERE 207 DONATIONS MADE BY DONORS TO THE MHS COLLECTIONS ALONG WITH 10 PURCHASES OF ITEMS USING MHS ACQUISITIONS FUNDS. 5240978 EXHIBITIONS: THE MISSOURI HISTORICAL SOCIETY PRESENTS SEVERAL EXHIBITS EACH YEAR, BOTH PERMANENT AND TEMPORARY. THE TEMPORARY EXHIBITS ARE A COMBINATION OF EXHIBITS THAT FOCUS ON THE ST. LOUIS STORY CREATED BY IN-HOUSE TEAMS AND TRAVELING EXHIBITS THAT TELL NATIONAL AND GLOBAL STORIES DEVELOPED BY THE COUNTRY'S LEADING MUSEUMS. IN THE LAST FEW YEARS, EXHIBITS HAVE INCLUDED EVERYTHING FROM THE OPENING OF MHS'S FIRST NEW 1904 WORLD'S FAIR EXHIBIT IN 20 YEARS TO EXHIBITS ON ST. LOUIS'S RICH ARCHITECTURAL AND LGBTQIA+ HISTORY - WITH VISITORS DIVING INTO THE HISTORICAL CONTRIBUTIONS OF QUEER ST. LOUISANS AND EVEN BEING INVITED TO COLOR ON THE WALLS OF THE MISSOURI HISTORY MUSEUM. PAST EXHIBITS HAVE SHOWCASED EVERYTHING FROM A MAJOR EXPLORATION OF ST. LOUIS'S CONTRIBUTIONS TO AMERICAN MUSIC, TO THE EXPERIENCES OF ST. LOUISANS DURING THE VIETNAM WAR, BOTH AT WAR AND AT HOME; HAVE SHARED STORIES OF WHY ST. LOUIS IS CALLED THE GATEWAY TO THE WEST AND HOW ST. LOUIS WOMEN FOUGHT FOR A VOICE EVEN BEFORE THEY HAD THE VOTE AND HOW THEY PLAYED AN INSTRUMENTAL PART IN THE PASSAGE OF THE 19TH AMENDMENT. IN 2024, MHS SAW STEADY ATTENDANCE GAINS, WELCOMING APPROXIMATELY 320,000 VISITORS TO ITS THREE LOCATIONS. 3085953 160527 EDUCATION AND COMMUNITY ENGAGEMENT (ECE): THE MISSOURI HISTORICAL SOCIETY'S EDUCATION TEAMS ARE COMMITTED TO SERVING ST. LOUISANS OF ALL AGES AND ABILITIES. MEMBERS OF THE ECE TEAM CREATE PUBLIC PROGRAMS THAT APPEAL TO A WIDE AUDIENCE, DEVELOP FIELD TRIPS AND OTHER EDUCATIONAL EFFORTS GEARED TO K-12 STUDENTS, AND COORDINATE PROGRAMS AIMED AT ST. LOUIS'S YOUNGEST LEARNERS. 2024 SAW CONTINUED GROWTH IN MHS'S PROGRAMMING PORTFOLIO, INCLUDING THE MISSOURI HISTORY MUSEUM'S POPULAR FREE TWILIGHT THURSDAYS CONCERT SERIES, WHICH WELCOMED 29,000 ST. LOUISANS TO SEVEN CONCERTS ON THE MUSEUM'S NORTH LAWN. THROUGHOUT THE REST OF THE YEAR, THURSDAY NIGHTS AT THE MUSEUM WELCOMED MORE THAN 7,000 ATTENDEES TO 40 FREE PROGRAMS RANGING FROM PERFORMANCES, TO LECTURES, AND FILM SCREENINGS. DURING THE 2023-2024 SCHOOL YEAR, MHS EDUCATORS SERVED MORE THAN 21,000 STUDENTS AND EDUCATORS THROUGH ONSITE FIELD TRIPS, IN-CLASSROOM OUTREACHES, VIRTUAL PROGRAMS, AND TEACHER TRAININGS - ALL AT NO COST TO STUDENTS OR DISTRICTS. 1436654 MARKETING AND COMMUNICATIONS AND GRAPHICS DEPARTMENTS: THE MARKETING AND COMMUNICATIONS DEPARTMENT PROVIDES MARKETING AND PUBLIC RELATIONS ACTIVITIES FOR THE MISSOURI HISTORY MUSEUM, THE LIBRARY AND RESEARCH CENTER, AND SOLDIERS MEMORIAL MILITARY MUSEUM. ACTIVITIES INCLUDE MEDIA RELATIONS, MARKETING, ADVERTISING, SOCIAL MEDIA, GRAPHIC DESIGN, PROMOTIONS, CRISIS COMMUNICATIONS, ETC. THE MARKETING AND COMMUNICATIONS DEPARTMENT PREPARES AND DISTRIBUTES MEDIA MATERIAL TO PRINT, ELECTRONIC, AND ONLINE MEDIA TO PROMOTE INSTITUTIONAL EXHIBITIONS, EVENTS, PROGRAMS, AND GENERAL AWARENESS. DEPARTMENTAL PERSONNEL COORDINATE ALL INTERVIEWS RELATED TO THE INSTITUTION. THE MARKETING AND COMMUNICATIONS DEPARTMENT STAFF OVERSEES ALL ADVERTISING AND MARKETING OPPORTUNITIES AND PROMOTIONAL PARTNERSHIPS, INCLUDING DEVELOPING MARKETING PLANS, PLACING ALL PAID ADVERTISING RELATED TO THE INSTITUTION; AND ESTABLISHING STRATEGIC MARKETING COLLABORATIONS. THE GRAPHICS TEAM MEMBERS DESIGN AND PRODUCE INSTITUTIONAL COLLATERAL MATERIAL; QUARTERLY MEMBER MAGAZINE; BANNERS; BROCHURES; DIRECT MAIL PIECES; POSTERS; WEB-BASED ELECTRONIC PROMOTIONAL AND MARKETING MATERIAL; AND THE SOCIAL MEDIA TEAM WITHIN THE DEPARTMENT COORDINATES THE INSTITUTIONAL PRESENCE ACROSS ALL SOCIAL MEDIA CHANNELS, INCLUDING FACEBOOK, TWITTER, PINTEREST, AND YOUTUBE. 321300 23043 PUBLICATIONS: THE PUBLICATIONS DEPARTMENT PROVIDES SEVERAL SERVICES FOR THE MUSEUM. IN ADDITION TO PUBLISHING 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 PROVIDE EDITING SERVICES FOR OTHER DEPARTMENTS IN THE MUSEUM. IN 2024, THIS DEPARTMENT PUBLISHED "THE WONDER AND COMPLEXITY OF THE 1904 WORLD'S FAIR". 790156 MUSEUM SERVICES, PUBLIC HISTORY AND EVALUATION: THE MUSEUM SERVICES, PUBLIC HISTORY, AND EVALUATIONS DIVISIONS PROVIDE ADMINISTRATIVE/SUPERVISORY SUPPORT TO LIBRARY AND COLLECTIONS, DIGITAL INITIATIVES, EXHIBITION AND RESEARCH, THE PUBLICATIONS DIVISION, AND MARKETING AND COMMUNICATIONS INCLUDING PARTICIPATION IN STRATEGIC PLANNING EFFORTS, BUDGET OVERSIGHT, BOARD COMMITTEE RESPONSIBILITIES, AND VARIOUS INITIATIVES. 104771 AFRICAN AMERICAN HISTORY INITIATIVE: THROUGH THE AFRICAN AMERICAN HISTORY INITIATIVE (AAHI), MHS HAS COMMITTED TO COLLECTING MORE BLACK HISTORY, SHARING MORE BLACK HISTORY, AND TAKING A LEADING ROLE IN DIVERSIFYING THE MUSEUM FIELD. IN 2023, MHS HIRED AN AAHI DIRECTOR, ADDING TO A TEAM THAT INCLUDES A PUBLIC HISTORIAN, A COMMUNITY PROGRAMMING SPECIALIST, A CURATOR OF URBAN LANDSCAPE AND COMMUNITY IDENTITY, A DEIA MANAGING DIRECTOR, AND OTHERS WHO ARE DEDICATED TO EXPLORING ST. LOUIS'S RICH BLACK HISTORY. THESE POSITIONS REACH ACROSS MANY DIFFERENT DEPARTMENTS, ENSURING THE WORK OF AAHI PERMEATES ALL OF THE INSTITUTION'S EFFORTS. MHS HAS A PAID INTERNSHIP PROGRAM FOR BLACK COLLEGE AND HIGH SCHOOL STUDENTS THAT ARE DESIGNED TO FURTHER DIVERSITY THE TEAMS AT THE MISSOURI HISTORICAL SOCIETY AND TRAIN MUSEUM LEADERS OF THE FUTURE. IN 2024, WE LAUNCHED THE ANNUAL BLACK WRITERS PROGRAM AND COLLABORATED WITH THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTURE ON THEIR COMMUNITY CURATION PROJECT. WE WELCOMED OVER 10,000 VISITORS TO OVER 60 AAHI PROGRAMS. 5738834 183570 17837107 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 1 125 0 253 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CHRISTINA RENZ 3144543105 5700 LINDELL BOULEVARD ST LOUIS MO 63112 SANDRA M MOORE CHAIRMAN 1.00 X X 0 0 0 PETER KASTOR VICE CHAIRMAN 1.00 X X 0 0 0 JOVITA FOSTER SECRETARY 1.00 X X 0 0 0 MARY P HEGER TREASURER 1.00 X X 0 0 0 MARVIN ANDERSON TRUSTEE 1.00 X 0 0 0 DON AVEN TRUSTEE 1.00 X 0 0 0 LYNN BECKWITH TRUSTEE 1.00 X 0 0 0 CHARLIE CLAGGETT TRUSTEE 1.00 X 0 0 0 S WRAY CLAY TRUSTEE 1.00 X 0 0 0 ANNA ERIKO CROSSLIN TRUSTEE 1.00 X 0 0 0 JULIE DUBRAY TRUSTEE 1.00 X 0 0 0 KIM EBERLEIN TRUSTEE 1.00 X 0 0 0 STEVE EHLMANN TRUSTEE 1.00 X 0 0 0 ROBERT W FULSTONE TRUSTEE 1.00 X 0 0 0 MONIQUE GARRIS-BINGHAM TRUSTEE 1.00 X 0 0 0 PETER GOODE TRUSTEE 1.00 X 0 0 0 ROBIN HATTORI TRUSTEE 1.00 X 0 0 0 AMY HUNTER TRUSTEE 1.00 X 0 0 0 JEFFREY JACOBY TRUSTEE 1.00 X 0 0 0 RICHARD JENSEN TRUSTEE 1.00 X 0 0 0 DOUGLAS KOCH TRUSTEE 1.00 X 0 0 0 KENNETH KRANZBERG TRUSTEE 1.00 X 0 0 0 DAVID LOESCH TRUSTEE 1.00 X 0 0 0 PAUL E MARTIN TRUSTEE 1.00 X 0 0 0 LISA MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 LAUREN NASH MING TRUSTEE 1.00 X 0 0 0 DEBBIE MONTERREY TRUSTEE 1.00 X 0 0 0 RAYMOND W PETERS II TRUSTEE 1.00 X 0 0 0 MARY ELLEN PONDER TRUSTEE 1.00 X 0 0 0 HARRY RATLIFF TRUSTEE 1.00 X 0 0 0 ASIM RAZA TRUSTEE 1.00 X 0 0 0 PETE RICHARDSON TRUSTEE 1.00 X 0 0 0 DAVID SCHLAFLY TRUSTEE 1.00 X 0 0 0 ANN CADY SCOTT TRUSTEE 1.00 X 0 0 0 AMIT SHAH TRUSTEE 1.00 X 0 0 0 LAURA SHAUGHNESSY TRUSTEE 1.00 X 0 0 0 PATRICK SLY TRUSTEE 1.00 X 0 0 0 AUSTIN TAO TRUSTEE 1.00 X 0 0 0 MARK UTTERBACK TRUSTEE 1.00 X 0 0 0 PHOEBE DENT WEIL TRUSTEE 1.00 X 0 0 0 JODY SOWELL PRESIDENT AND CEO 40.00 X 295027 0 27921 KAREN M GOERING MANAGING DIRECTOR - OPERATIONS 40.00 X 211658 0 22501 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 40.00 X 185702 0 20808 MELISSA JONES MANAGING DIRECTOR - PHILANTHROPY 40.00 X 171105 0 3479 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM SERVICES 40.00 X 166072 0 11035 DARA TAYLOR MANAGING DIRECTOR - DEIA 40.00 X 142324 0 29244 SAM MOORE MANAGING DIRECTOR - PUBLIC HISTORY 40.00 X 150750 0 18490 MICHAEL SUTER DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 108346 0 15665 1430984 0 149143 10 0 1 0 ICON DESIGN LLC 5657 CAMPUS PARKWAY HAZELWOOD MO 63042 EXHIBIT FABRICATION 711392 HUAROCO LANDSCAPING LLC PO BOX 852 COLUMBIA MO 62236 LANDSCAPING 141995 2 681519 144376 13714114 7365850 1229109 21905859 EDUCATION AND EVENTS 611600 160527 160527 PUBLICATIONS 611600 23043 23043 LIBRARY & COLLECTIONS 611600 6618 6618 SOLDIER'S MEMORIAL 611600 3772 3772 193960 4490450 4490450 91938597 83801653 8136944 8136944 8136944 16260 144376 80491 -64231 -64231 503869 271973 231896 231896 FACILITIES & CATERING 611600 215078 215078 -31053 -31053 184025 35078903 193960 0 12979084 763617 763617 9132285 7441365 857739 833181 421653 354122 44491 23040 1383206 1131921 185383 65902 711667 544371 105820 61476 39584 39584 60316 60316 271347 271347 756406 475997 112796 167613 702961 696579 6382 533810 442213 47375 44222 414476 295396 49638 69442 1087670 1054151 24773 8746 178842 112040 48088 18714 1406065 1288997 96401 20667 559931 512425 32128 15378 EXHIBITION COSTS 2256281 2256281 MUSEUM SHOP EXPENSES 254003 254003 RESTAURANT EXPENSES 43511 43511 1690900 1231249 163729 295922 22668531 17837107 3200739 1630685 15064646 17452008 9938496 9684017 98247 15155 79269 196478 431996 421641 56855618 34425156 20364173 22430462 98400660 105175506 842604 896132 145220091 156271399 1726796 1215309 142591 149645 1422502 1455216 3291889 2820170 X 57321806 61420386 84606396 92030843 141928202 153451229 145220091 156271399 X 12410372 -977726 90381 X X 0 1 X 1 0 X 24141441 23070592 15187058 16402701 21905859 100707651 24141441 23070592 15187058 16402701 21905859 100707651 7539619 93168032 3620650 4159362 4345430 4594989 4490450 21210881 18073 159137 372930 366335 184025 1100500 123019032 1313954 0.75730 0.63760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 90289714 137916 10090613 3875580 96642663 80188617 54500 13819114 3772517 90289714 100346696 209479 -16798095 3569463 80188617 89602214 734000 13309764 3299282 100346696 79819523 841000 11832582 2890891 89602214 0.26580 0.46700 0.26720 0 0 661510 661510 45829924 28218689 17611235 7626073 6206467 1419606 2738111 2738111 22430462 DEFERRED COMPENSATION PLAN 460537 SPLIT-INTEREST AGREEMENTS 317164 LEASE LIABILITY - OPERATING LEASES 662805 LEASE LIABILITY - FINANCE LEASE 14710 1455216 X 33710708 -977726 7520 90381 -879825 34590533 271347 217023 488370 35078903 22187681 7520 80491 88011 22099670 271347 297514 568861 22668531 PART III, LINE 1A: MHS' RESEARCH COLLECTIONS CONTAIN UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY AND THE AMERICAN WEST. AN INTEGRATED AND MULTI-FORMAT COLLECTION, IT SERVES AN AUDIENCE OF DIVERSE LOCAL, NATIONAL AND INTERNATIONAL READERS AND RESEARCHERS. MHS STAFF MEMBERS WORK TO SHARE THE COLLECTIONS IN THE GALLERIES, THROUGH OUR VARIOUS PUBLICATIONS, ONLINE AND THROUGH OUR COMMUNITY AND EDUCATIONAL PROGRAMS. THE VALUE OF THE COLLECTIONS AND LIBRARY HOLDINGS CANNOT BE DETERMINED, AND THEREFORE, IS NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH OF THE ITEMS IN THE COLLECTIONS IS CATALOGUED, PRESERVED AND CARED FOR, AND COLLECTIONS AUDITS ARE PERFORMED REGULARLY. PROCEEDS FROM DEACCESSIONS ARE USED TO ACQUIRE OR CONSERVE OTHER OBJECTS FOR THE COLLECTIONS. PART III, LINE 4: SEE STATEMENT FOR LINE 1A FOR A DEFINITION OF THE ARTIFACTS IN THE COLLECTION. THE COLLECTION AND THE EXHIBITS, DISCUSSIONS AND RESEARCH OF THESE ITEMS IN THE COLLECTION PROVIDE A REVIEW OF THE PAST AND THE CHOICES MADE IN THE PAST AS A BASIS OF DISCUSSING CURRENT ACTIVITIES AND OPTIONS AND THEIR POSSIBLE IMPACT ON THE FUTURE. THEY CAN PROVIDE THE BASIS FOR ADDRESSING AND SOLVING COMMON PROBLEMS. PART V, LINE 4: MHS USES A SPENDING POLICY OF BETWEEN 3.0 AND 5% OF A TRAILING 13 QUARTER AVERAGE OF THE VALUE OF THE ENDOWMENT TO DETERMINE ANNUAL SPENDING. A PORTION OF THIS SUPPORTS UNRESTRICTED SPENDING COVERING OPERATING EXPENSES. A PORTION IS DESIGNATED FOR TEMPORARILY RESTRICTED SPENDING (I.E. PUBLICATIONS, GALLERIES, EXHIBIT MAINTENANCE) BASED ON DONOR'S INSTRUCTIONS. PART X, LINE 2: MHS QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES. MHS FOLLOWS THE PROVISIONS OF ASC 740-10-25 REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAS BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES NOR IN THE STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. MHS EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPLIT VALUE INTEREST AGREEMENT 90,381. PART XI, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 254,003. SPECIAL EVENT EXPENSES -80,491. RESTAURANT EXPENSES 43,511. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 80,491. PART XII, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 254,003. RESTAURANT EXPENSES 43,511. THREADS 160636 144376 16260 24770 9294 46427 160636 144376 16260 24770 9294 46427 80491 -64231 X X X X X 0 0 0 0 0 0 0 0 0 JODY SOWELL PRESIDENT AND CEO 295027 0 0 0 0 0 17702 0 10219 0 322948 0 0 0 KAREN M GOERING MANAGING DIRECTOR - OPERATIONS 211658 0 0 0 0 0 12700 0 9801 0 234159 0 0 0 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 185702 0 0 0 0 0 11142 0 9666 0 206510 0 0 0 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM SERVICES 166072 0 0 0 0 0 9965 0 1070 0 177107 0 0 0 MELISSA JONES MANAGING DIRECTOR - PHILANTHROPY 171105 0 0 0 0 0 2380 0 1099 0 174584 0 0 0 DARA TAYLOR MANAGING DIRECTOR - DEIA 142324 0 0 0 0 0 8539 0 20705 0 171568 0 0 0 SAM MOORE MANAGING DIRECTOR - PUBLIC HISTORY 150750 0 0 0 0 0 9046 0 9444 0 169240 0 0 0 PAUL SHAUGHNESSY SPOUSE OF TRUSTEE LAURA SHAUGHNESSY 1240559 FRONT PLAZA RENOVATION 0 X 8 1229109 FMV X 207 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTORS FOR SECURITIES AND THE NUMBER OF ITEMS RECEIVED FOR HISTORICAL ARTIFACTS. PART I, LINE 32B: MERRILL LYNCH SELLS THE DONATED STOCK. PART I, LINE 33: MHS' RESEARCH COLLECTIONS CONTAIN EXTENSIVE REGIONAL HISTORY OBJECTS AND ARTIFACTS DOCUMENTING THE HISTORY OF ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI RIVER VALLEYS AND THE AMERICAN WEST. THE DIVERSE COLLECTION SERVES A BROAD AUDIENCE OF LOCAL, NATIONAL AND INTERNATIONAL SCHOLARS, RESEARCHERS AND INDIVIDUALS INTERESTED IN LOCAL AND REGIONAL HISTORY. MHS SHARES THE COLLECTION THROUGH REGULAR EDUCATIONAL AND PUBLIC PROGRAMS, EXHIBITIONS, PUBLICATIONS AND ON-LINE OFFERINGS AND APPLICATIONS. THE VALUE OF THE MUSEUM AND LIBRARY COLLECTIONS CANNOT BE DETERMINED AND ARE THEREFORE NOT CAPITALIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. OBJECTS IN THE COLLECTIONS ARE INVENTORIED, CATALOGUED AND PRESERVED. COLLECTIONS AUDITS ARE PERFORMED REGULARLY. ANY PROCEEDS FROM DEACCESSIONS ARE RESTRICTED FOR THE ACQUISITION OR CONSERVATION OF OTHER OBJECTS FOR THE COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM WITH INFORMATION PROVIDED BY THE FINANCE DEPARTMENT. IT IS THEN REVIEWED BY THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, THE MANAGING DIRECTOR OF ADMINISTRATION & OPERATIONS, THE AUDIT COMMITTEE, AND THE FULL BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE FEDERAL FORM 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL MEMBERS OF THE GOVERNING BOARD AND KEY EMPLOYEES ARE REQUIRED TO PREPARE A CONFLICT OF INTEREST DISCLOSURE. ALL DISCLOSURES ARE REVIEWED BY LEGAL COUNSEL AND ANY POTENTIAL CONFLICTS OF INTEREST ARE PRESENTED TO THE BOARD OF TRUSTEES. ALL MEMBERS OF THE GOVERNING BOARD AND KEY STAFF ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENTS IF CIRCUMSTANCES CHANGE. ONCE A YEAR, LEGAL COUNSEL REVIEWS THE LEGAL AND FIDUCIARY RESPONSIBILITIES OF BOARD MEMBERSHIP WITH THE TRUSTEES. IN ADDITION, ALL MHS EMPLOYEES REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT AND THE MHS CODE OF ETHICS. FORM 990, PART VI, SECTION B, LINE 15 THE JOINT EXECUTIVE COMPENSATION COMMITTEE, CONSISTING OF EQUAL NUMBERS OF MISSOURI HISTORICAL SOCIETY TRUSTEES AND MISSOURI HISTORY SUBDISTRICT COMMISSIONERS, HAS THE RESPONSIBILITY OF REVIEWING AND RECOMMENDING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE MISSOURI HISTORICAL SOCIETY. THE CURRENT PRESIDENT AND CEO BEGAN WORK ON JULY 11, 2022 UNDER A COMPENSATION AGREEMENT PREPARED BY THE JOINT EXECUTIVE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. THE REVIEW AND APPROVAL OF THE COMPENSATION FOR THE PRESIDENT AND CEO AND SENIOR MANAGEMENT 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 EACH MANAGER. THE JOINT EXECUTIVE COMPENSATION COMMITTEE HOLDS AT LEAST TWO MEETINGS ANNUALLY, ONE TO REVIEW COMPARABLE INFORMATION, PERFORMANCE, AND TO DEVELOP RECOMMENDATIONS, AND THE SECOND MEETING IS TO CONFIRM THE DECISION PRIOR TO REPORTING TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 MHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON THE MUSEUM'S WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: SPLIT VALUE INTEREST AGREEMENT 90,381. PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. PERPETUAL TRUSTS (12) CHARITABLE REMAINDER MO T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0