2026-09-22T15:42:00-05:00 2025-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2025-01-01 430654866 MISSOURI HISTORICAL SOCIETY MISS 3144543146 PO BOX 775460 ST LOUIS MO 63177 DR JODY SOWELL PRESIDENT AND CEO 3144543146 2026-09-17 1 LINDSEY R PRIEBE CPA P01624408 3142903300 2025 DR JODY SOWELL PO BOX 775460 ST LOUIS MO 63177 50351960 0 X WWW.MOHISTORY.ORG X 1866 MO TO SERVE AS THE CONFLUENCE OF HISTORICAL PERSPECTIVES TO INSPIRE AND ENGAGE OUR AUDIENCES. 41 41 234 171 0 0 21905859 18383269 193960 145930 12627394 4497226 351690 580864 35078903 23607289 0 0 0 0 12412428 12889489 0 0 1744553 10256103 9355598 22668531 22245087 12410372 1362202 156271399 167842009 2820170 3013326 153451229 164828683 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 1527423 3798 SOLDIERS MEMORIAL: THE MISSOURI HISTORICAL SOCIETY (MHS) OPERATES AND MANAGES THE SOLDIERS MEMORIAL MILITARY MUSEUM THROUGH AN AGREEMENT WITH THE CITY OF ST. LOUIS. FOLLOWING A $30 MILLION REVITALIZATION AND RENOVATION PROJECT, MHS REOPENED SOLDIERS MEMORIAL AND THE COURT OF HONOR IN NOVEMBER 2018. THE CITY OF ST. LOUIS SELECTED MHS AS ITS OPERATING PARTNER IN RECOGNITION OF THE ORGANIZATION'S EXPERIENCE IN MUSEUM STEWARDSHIP, PUBLIC HISTORY, AND INSTITUTIONAL MANAGEMENT. MHS IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. IN 2025, SOLDIERS MEMORIAL WELCOMED MORE THAN 24,000 VISITORS. OPERATIONS: SOLDIERS MEMORIAL MILITARY MUSEUM FULFILLS THREE CORE FUNCTIONS FOR THE ST. LOUIS COMMUNITY: SERVING AS A PUBLIC MEMORIAL, SUPPORTING CIVIC ENGAGEMENT AND EDUCATION, AND PRESERVING AND INTERPRETING THE REGION'S MILITARY HISTORY. AS A MEMORIAL, THE MUSEUM BUILDING AND OUTDOOR COURT OF HONOR MEMORIALIZES THOSE WHO GAVE THEIR LIVES IN MILITARY SERVICE, WITH MEMORIALS RECOGNIZING SERVICE IN WORLD WAR I, WORLD WAR II, THE KOREAN WAR, THE VIETNAM WAR, AND SERVICE MEMBERS WHO HAVE DIED WHILE SERVING SINCE 1975. AS A CIVIC AND EDUCATIONAL RESOURCE, SOLDIERS MEMORIAL OFFERS PUBLIC PROGRAMS THAT EXAMINE ST. LOUIS' LONGSTANDING ROLE IN MILITARY SERVICE. ITS MEETING ROOMS ALSO PROVIDE SPACE FOR EXTERNAL PARTNERS TO DELIVER DIRECT SERVICES TO VETERANS AND FOR VETERAN SERVICE ORGANIZATIONS TO HOLD RECURRING MEETINGS. AS A MUSEUM, SOLDIERS MEMORIAL FEATURES THE 4,000-SQUARE-FOOT PERMANENT GALLERY, "ST. LOUIS IN SERVICE," WHICH PRESENTS THE REGION'S MILITARY HISTORY FROM THE REVOLUTIONARY WAR TO THE PRESENT. IN 2025, THE MEMORIAL ALSO HOSTED 4,600 SQUARE FEET OF 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." 5462083 6071 LIBRARY AND COLLECTIONS AND DIGITAL INITIATIVES: THE MISSOURI HISTORICAL SOCIETY STEWARDS ONE OF THE NATION'S PREMIER REGIONAL HISTORY COLLECTIONS, PRESERVING AND SHARING THE STORIES OF ST. LOUIS, MISSOURI, THE MISSISSIPPI AND MISSOURI VALLEYS, THE LOUISIANA PURCHASE TERRITORY, AND THE AMERICAN WEST. THESE COLLECTIONS ARE PRESERVED, DOCUMENTED, DIGITIZED, AND MADE ACCESSIBLE FOR CURRENT AND FUTURE GENERATIONS THROUGH THE WORK OF DEDICATED STAFF. MHS COLLECTIONS SERVE A BROAD AUDIENCE OF RESEARCHERS, STUDENTS, EDUCATORS, COMMUNITY MEMBERS, MEDIA PROFESSIONALS, ARTISTS, AND VISITORS FROM AROUND THE WORLD. ACCESS IS PROVIDED THROUGH THE LIBRARY & RESEARCH CENTER, EXHIBITIONS AT THE MISSOURI HISTORY MUSEUM AND SOLDIERS MEMORIAL MILITARY MUSEUM, LOANS TO PARTNER INSTITUTIONS, PUBLICATIONS, EDUCATIONAL PROGRAMS, DIGITAL COLLECTIONS, AND ONLINE RESOURCES. IN 2025, THE LIBRARY & RESEARCH CENTER WELCOMED 5,099 IN-PERSON RESEARCHERS AND VISITORS. STAFF PROVIDED REFERENCE ASSISTANCE TO 2,050 INDIVIDUALS REMOTELY, HELPING PEOPLE EXPLORE FAMILY HISTORIES, SUPPORT ACADEMIC SCHOLARSHIP, DOCUMENT COMMUNITY STORIES, AND ACCESS HISTORICAL RESOURCES. MHS'S DIGITAL PLATFORMS FURTHER EXPANDED PUBLIC ACCESS, WITH 497,326 USERS OF THE ONLINE COLLECTIONS SEARCH AND 4.6 MILLION PAGE VIEWS ON MOHISTORY.ORG. THE MHS COLLECTIONS CURRENTLY INCLUDE MORE THAN 180,000 OBJECTS, OVER 100,000 LIBRARY VOLUMES, NEARLY 8,000 LINEAR FEET OF MANUSCRIPT RECORDS, MORE THAN ONE MILLION PHOTOGRAPHS AND PRINTS, AND OVER 67,000 SOUND AND MOVING IMAGE ITEMS. TOGETHER, THESE COLLECTIONS DOCUMENT THE EXPERIENCES, ACHIEVEMENTS, AND EVERYDAY LIVES OF THE DIVERSE PEOPLE AND COMMUNITIES THAT HAVE SHAPED OUR REGION. THE COLLECTIONS CONTINUE TO GROW THROUGH THE GENEROSITY OF DONORS AND STRATEGIC COLLECTING EFFORTS THAT ENSURE THE HISTORICAL RECORD REFLECTS A BROAD RANGE OF VOICES AND EXPERIENCES. IN 2025, MHS RECEIVED 115 COLLECTION DONATIONS AND MADE 8 PURCHASES THROUGH INSTITUTIONAL ACQUISITION FUNDS. THESE ADDITIONS STRENGTHEN THE SOCIETY'S ABILITY TO PRESERVE THE REGION'S HISTORY AND MAKE IT ACCESSIBLE TO THE PUBLIC THROUGH RESEARCH, EXHIBITIONS, EDUCATIONAL PROGRAMMING, AND DIGITAL INITIATIVES. 4574044 0 EXHIBITIONS: THE MISSOURI HISTORICAL SOCIETY PRESENTS SEVERAL EXHIBITS EACH YEAR, BOTH PERMANENT AND TEMPORARY. TEMPORARY EXHIBITS ARE PRIMARILY FOCUSED ON SHARING ST. LOUIS HISTORY AND CREATED BY IN-HOUSE TEAMS. ON OCCASION, MHS ALSO PRESENTS 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 THE HISTORY OF ST. LOUIS'S MILL CREEK VALLEY NEIGHBORHOOD, TO AN EXHIBIT EXPLORING THE HISTORY OF FOREST PARK IN ITS 150TH ANNIVERSARY YEAR. PAST EXHIBITS HAVE SHOWCASED EVERYTHING FROM A MAJOR EXPLORATION OF ST. LOUIS'S CONTRIBUTIONS TO AMERICAN MUSIC, A GROUNDBREAKING EXHIBIT ON ST. LOUIS'S LGBTQIA+ HISTORY, THE EXPERIENCES OF ST. LOUISANS DURING THE VIETNAM WAR, BOTH AT WAR AND AT HOME; 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 2025, MHS WELCOMED MORE THAN 277,000 VISITORS TO ITS THREE LOCATIONS IN ST. LOUIS, PLACING IT AMONG THE BEST-ATTENDED REGIONAL HISTORY ORGANIZATIONS IN THE UNITED STATES. 3115245 118956 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 ARRAY OF ST. LOUIS AUDIENCES, DEVELOP FIELD TRIPS AND OTHER EDUCATIONAL EFFORTS GEARED TO K-12 STUDENTS, AND COORDINATE PROGRAMS AIMED AT ST. LOUIS'S YOUNGEST LEARNERS. 2025 WAS A SUCCESSFUL YEAR FOR MHS'S PROGRAMMING PORTFOLIO, INCLUDING THE MISSOURI HISTORY MUSEUM'S POPULAR FREE TWILIGHT THURSDAYS CONCERT SERIES, WHICH WELCOMED 34,000 ST. LOUISANS TO SEVEN CONCERTS ON THE MUSEUM'S IMO FAMILY PLAZA. THROUGHOUT THE REST OF THE YEAR, THURSDAY NIGHTS AT THE MUSEUM WELCOMED NEARLY 11,000 ATTENDEES TO 39 FREE PROGRAMS RANGING FROM PERFORMANCES, TO LECTURES, AND FILM SCREENINGS. DURING THE 2024-2025 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. 1534769 0 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. 333669 17105 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 2025, THIS DEPARTMENT PUBLISHED "THE WONDER AND COMPLEXITY OF THE 1904 WORLD'S FAIR". 880917 0 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. 61171 0 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 DIVERSIFY THE TEAMS AT THE MISSOURI HISTORICAL SOCIETY AND TRAIN MUSEUM LEADERS OF THE FUTURE. IN 2025, 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. 5925771 136061 17489321 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 130 0 1 234 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 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 PETER KASTOR CHAIRMAN 1.00 X X 0 0 0 ANNA ERIKO CROSSLIN SECRETARY 1.00 X X 0 0 0 MONIQUE GARRIS-BINGHAM TREASURER 1.00 X X 0 0 0 DON AVEN TRUSTEE 1.00 X 0 0 0 LYNN BECKWITH TRUSTEE 1.00 X 0 0 0 EMILY CANTWELL TRUSTEE 1.00 X 0 0 0 CHARLIE CLAGGETT TRUSTEE 1.00 X 0 0 0 TIMOTHY DRONE TRUSTEE 1.00 X 0 0 0 JULIE DUBRAY TRUSTEE 1.00 X 0 0 0 STEVE EHLMANN TRUSTEE 1.00 X 0 0 0 TIM EICHHOLZ TRUSTEE 1.00 X 0 0 0 JOVITA FOSTER TRUSTEE 1.00 X 0 0 0 ROBERT W FULSTONE TRUSTEE 1.00 X 0 0 0 SCOTT GALT TRUSTEE 1.00 X 0 0 0 ED GIGANTI 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 RUTH KIM 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 JONATHAN MILLER 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 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 MIKE WOLFF TRUSTEE 1.00 X 0 0 0 JODY SOWELL PRESIDENT AND CEO 40.00 X 308423 0 29735 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 40.00 X 191309 0 22463 KAREN M GOERING MANAGING DIR OPERATIONS (THRU 5/25) 40.00 X 117644 0 6732 MELISSA JONES MANAGING DIRECTOR - PHILANTHROPY 40.00 X 174897 0 11616 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM SERVICES 40.00 X 168646 0 11206 SAM MOORE MANAGING DIRECTOR - PUBLIC HISTORY 40.00 X 155630 0 19978 DARA TAYLOR MANAGING DIRECTOR - DEIA 40.00 X 135153 0 31927 JASON CRUMP DIRECTOR OF FACILTIES 40.00 X 106634 0 16297 1358336 0 149954 12 0 1 0 HUAROCO LANDSCAPING LLC PO BOX 852 COLUMBIA MO 62236 LANDSCAPING 257410 ICON DESIGN LLC 5657 CAMPUS PARKWAY HAZELWOOD MO 63042 EXHIBIT FABRICATION 172945 PROMASTER CLEANING & RESTORATION 122 EAST POTTLE AVE SAINT LOUIS MO 63129 CLEANING SERVICES 144847 3 639519 13656313 4087437 158618 18383269 EDUCATION AND EVENTS 611600 118956 118956 PUBLICATIONS 611600 17105 17105 LIBRARY & COLLECTIONS 611600 6071 6071 SOLDIER'S MEMORIAL 611600 3798 3798 145930 4645276 4645276 24319105 2028065 24563226 1931994 -244121 96071 -148050 -148050 477033 249451 227582 227582 FACILITIES & CATERING 611600 322180 322180 31102 31102 353282 23607289 145930 0 5078090 676306 676306 9488712 7802299 844981 841432 439333 362515 45220 31598 1555777 1291780 180616 83381 729361 565663 100577 63121 34591 34591 49500 49500 307198 307198 794515 549163 118951 126401 758816 733068 25748 498765 397051 53359 48355 497785 346842 55112 95831 946050 913350 24162 8538 178003 114603 49903 13497 1536956 1421615 95946 19395 586538 540527 30241 15770 EXHIBITION COSTS 1294305 1269233 25072 MUSEUM SHOP EXPENSES 224701 224701 1647875 1181612 119849 346414 22245087 17489321 3011213 1744553 17452008 9123561 9684017 8588153 15155 11434 196478 248252 421641 444913 57642570 35402282 22430462 22240288 105175506 126337491 896132 847917 156271399 167842009 1215309 1871117 149645 198789 1455216 943420 2820170 3013326 X 61420386 64716505 92030843 100112178 153451229 164828683 156271399 167842009 X 1362202 10003844 11408 X X 0 1 X 1 0 X 23070592 15187058 16402701 21905859 18383269 94949479 23070592 15187058 16402701 21905859 18383269 94949479 655777 94293702 4159362 4345430 4594989 4490450 4645276 22235507 159137 372930 366335 184025 353282 1435709 118620695 1529465 0.79490 0.75730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 96642663 101034 12549464 3994676 105298485 90289714 137916 10090613 3875580 96642663 80188617 54500 13819114 3772517 90289714 100346696 209479 -16798095 3569463 80188617 89602214 734000 13309764 3299282 100346696 0.26560 0.42950 0.30490 0 0 661510 661510 44216142 28898980 15317162 10412101 6503302 3908799 2352817 2352817 22240288 DEFERRED COMPENSATION PLAN 44116 SPLIT-INTEREST AGREEMENTS 328572 LEASE LIABILITY - OPERATING LEASES 561288 LEASE LIABILITY - FINANCE LEASE 9444 943420 X 33096002 10003844 5360 11408 10020612 23075390 307198 224701 531899 23607289 21718548 5360 5360 21713188 307198 224701 531899 22245087 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 11,408. PART XI, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 224,701. PART XII, LINE 4B - OTHER ADJUSTMENTS: MUSEUM SHOP EXPENSES 224,701. X X X X X 0 0 0 0 0 0 0 0 0 JODY SOWELL PRESIDENT AND CEO 308423 0 0 0 0 0 18415 0 11320 0 338158 0 0 0 CHRISTINA RENZ CHIEF FINANCIAL OFFICER 191309 0 0 0 0 0 11680 0 10783 0 213772 0 0 0 MELISSA JONES MANAGING DIRECTOR - PHILANTHROPY 174897 0 0 0 0 0 10494 0 1122 0 186513 0 0 0 KATHERINE VAN ALLEN MANAGING DIRECTOR - MUSEUM SERVICES 168646 0 0 0 0 0 10118 0 1088 0 179852 0 0 0 SAM MOORE MANAGING DIRECTOR - PUBLIC HISTORY 155630 0 0 0 0 0 9437 0 10541 0 175608 0 0 0 DARA TAYLOR MANAGING DIRECTOR - DEIA 135153 0 0 0 0 0 8671 0 23256 0 167080 0 0 0 X 8 158618 FMV X 115 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 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 11,408. PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. PERPETUAL TRUSTS (13) CHARITABLE REMAINDER MO T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0