2025-03-31T10:05:18-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-07-01 590910352 ORLANDO MUSEUM OF ART INC ORLA 4078964231 2416 N MILLS AVENUE ORLANDO FL 32803 RICHARD PENGELLY TREASURER 4078964231 2025-03-28 1 0 AMY CHAPMAN P00843460 4078021200 2025-03-27 2023 2025-03-06 01:10:19Z CATHRYN MATTSON 2416 N MILLS AVENUE ORLANDO FL 32803 8323153 0 X WWW.OMART.ORG X 1926 FL INSPIRE CREATIVITY, PASSION, INTELLECTUAL CURIOSITY BY CONNECTING PEOPLE WITH ART AND NEW IDEAS. 19 19 47 412 0 0 2003421 3276032 726312 700328 141077 -71261 105503 133001 2976313 4038100 14068 0 0 0 1475710 1543378 0 0 172982 3219774 2706181 4709552 4249559 -1733239 -211459 13412508 13721701 1079588 1155858 12332920 12565843 X THE MISSION OF THE ORLANDO MUSEUM OF ART IS TO INTERPRET AND PRESENT ART FOR A DIVERSE PUBLIC AUDIENCE; TO POSITIVELY AFFECT PEOPLE'S LIVES WITH INCLUSIVE, INNOVATIVE, AND INSPIRING EDUCATIONAL PROGRAMMING WHICH WILL ENDURE AS A CULTURAL LEGACY IN CENTRAL FLORIDA; AND TO STIMULATE CREATIVITY, PASSION, AND INTELLECTUAL CURIOSITY BY CONNECTING PEOPLE FROM ALL BACKGROUNDS AND EXPERIENCES WITH COMPELLING ART AND NEW IDEAS. 0 0 1634470 286169 EXHIBITIONS - THE OMA PRESENTED 5 TEMPORARY EXHIBITIONS AND 9 PERMANENT COLLECTION EXHIBITIONS AND DISPLAYS THEM IN A MANNER THAT ENHANCES THE UNDERSTANDING AND APPRECIATION OF ART. OMA ALSO HOLDS SEVERAL CONTINUOUS ART EXHIBITIONS TO ENHANCE THE MISSION. 783259 343861 EDUCATION PROGRAMS - THE OMA PRESENTS AWARD-WINNING ART ENRICHMENT PROGRAMS FOR CHILDREN, GALLERY TOURS, STUDIO CLASSES, AND OUTREACH SERVICES WHICH BENEFITED OVER 38,036 FLORIDA RESIDENTS AND VISITORS AT THE OMA AND THROUGH ITS OUTREACH SERVICES IN FISCAL YEAR 2023-2024. 264531 70298 MEMBER PROGRAMS - ART ENRICHMENT PROGRAMS ARE IMPLEMENTED BY THE STAFF AND VOLUNTEERS, MANY OF WHOM ARE PART OF ITS MEMBERSHIP. -37599 OTHER MISC INCOME AND LOSSES FROM OPERATION OF THE MUSEUM GIFT SHOP. -37599 2682260 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 100 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X JOANN WALFISH 4078964231 2416 NORTH MILLS AVE ORLANDO FL 32712 MARK ELLIOTT CHAIR OF THE BOARD OF TRUSTEES 2.00 X X 0 0 0 LANCE WALKER JR VICE CHAIR OF THE BOARD OF TRUSTEES 0.50 X X 0 0 0 FRANCINE NEWBERG VICE PRESIDENT 0.24 X X 0 0 0 ROBERT SUMMERS TREASURER 0.50 X X 0 0 0 ANDREW SNYDER SECRETARY 0.50 X X 0 0 0 CHASE HEAVENER TRUSTEE 0.50 X X 0 0 0 AMELIA MCLEOD TRUSTEE 0.50 X X 0 0 0 KATHY CARDWELL TRUSTEE 0.50 X X 0 0 0 NANCY WOLF TRUSTEE 0.50 X X 0 0 0 MICHAEL WINN TRUSTEE 0.50 X X 0 0 0 SHARON LINE CLARY TRUSTEE 0.50 X 0 0 0 EARL CRITTENDEN JR TRUSTEE (THRU 05/2024) 0.50 X 0 0 0 NELL ROBINSON GONZALEZ TRUSTEE 0.50 X 0 0 0 RICHARD PENGELLY TRUSTEE 0.50 X 0 0 0 JEN O'MARA TRUSTEE 0.50 X 0 0 0 REGINA RABITALLE TRUSTEE 0.50 X 0 0 0 DAISY STANISZKIS TRUSTEE 0.50 X 0 0 0 ERIC HORNBACHER TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 LISA SHEPPARD TRUSTEE (EX-OFFICIO) 1.00 X 0 0 0 GEORGE POELKER TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 SHARI BARTZ TRUSTEE (THRU 12/1/23) 0.50 X 0 0 0 CATHRYN MATTSON DIRECTOR AND CEO 40.00 X 137125 0 0 137125 0 0 1 0 0 0 AKERMAN LLP PO BOX 4906 ORLANDO FL 32802 LEGAL SERVICES 512271 US SECURITY ASSOCIATES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY STAFFING 273015 2 300591 123458 803036 279638 1769309 134619 3276032 EDUCATION 611600 343861 343861 ADMISSIONS 900099 286169 286169 PROGRAMS 713990 70298 70298 700328 124023 124023 376332 216638 159694 159694 159694 3389482 3584766 -195284 -195284 -195284 253510 803036 242604 10906 10906 186688 241045 -54357 -54357 MISCELLANEOUS INCOME 900099 16758 16758 16758 4038100 662729 0 99339 137125 45251 46623 45251 1210832 763208 438412 9212 93173 48805 31058 13310 102248 61984 36453 3811 606325 606325 53813 53813 18774 18774 184510 162454 22056 155265 155265 23266 17024 4351 1891 463774 434087 19791 9896 33814 23236 9220 1358 339321 317601 14480 7240 81359 31473 49886 SECURITY GUARDS 264213 264213 PROGRAM EXPENSES 163570 163570 SUPPLIES AND MATERIALS 70174 58217 11444 513 EVENTS AND RECEPTION 30200 30200 217803 135872 53687 28244 4249559 2682260 1394317 172982 405644 2430229 77500 80000 17895 42303 42387 31798 120190 120746 18403702 12086138 6607147 6317564 4008034 3462203 2133711 1236858 13412508 13721701 504863 614171 184911 168933 189814 160524 200000 212230 1079588 1155858 X 4288173 3617849 8044747 8947994 12332920 12565843 13412508 13721701 -211459 444382 0 X 0 1 X 1 0 X 2189599 2382177 3012799 2003421 3276032 12864028 532994 637266 1285612 935168 887016 4278056 2722593 3019443 4298411 2938589 4163048 17142084 155865 23734 167261 346860 0 155865 23734 167261 346860 16795224 337509 135845 373542 528975 500355 1876226 337509 135845 373542 528975 500355 1876226 1964 4398 3391 249733 270268 529754 3062066 3159686 4675344 3717297 4933671 19548064 0.85920 0.88570 0.09600 0.10310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,964. 2020 AMOUNT: $ 4,398. 2021 AMOUNT: $ 3,391. 2022 AMOUNT: $ 6,375. 2023 AMOUNT: $ 16,758. FUNDRAISING - 2022 AMOUNT: $ 243,358. 2023 AMOUNT: $ 253,510. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12310 X X X X 0 4008034 11130 343267 881455 18773 3462203 4543808 1000 266210 784261 18723 4008034 5264463 154500 -656311 192527 26317 4543808 4657859 5000 977429 351001 24824 5264463 5165629 4100 -159345 352525 4657859 0.88774 0.11226 0 0 2536638 2536638 13027012 9928400 3098612 439598 350152 89446 2388144 1807586 580558 12310 12310 6317564 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1216261 OPERATING LEASE ROU ASSET 18345 FINANCE LEASE ROU ASSET 2252 1236858 LINE OF CREDIT 190655 OPERATING LEASE OBLIGATION 2253 FINANCE LEASE OBLIGATION 19322 212230 X 5377755 444382 213760 700287 1358429 4019326 18774 18774 4038100 5144832 213760 700287 914047 4230785 18774 18774 4249559 PART III, LINE 4: THE ORGANIZATION'S PERMANENT COLLECTION INCLUDES AMERICAN ART, ART OF THE ANCIENT AMERICAS, AND AFRICAN ART; THIS COLLECTION ADDRESSES THE OMA'S GOAL TO ACQUIRE UNIQUE, CULTURALLY DIVERSE AND INTERNATIONALLY RECOGNIZED COLLECTIONS TO FURTHER ITS EXEMPT PURPOSE AS AN EDUCATIONAL INSTITUTION. PART V, LINE 4: GENERATE EARNINGS TO FUND OPERATIONS. PART X, LINE 2: OMA IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. OMA'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. OMA IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. OMA IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 242,604. COST OF GOODS SOLD OF MUSEUM SHOP SALES 241,045. RENTAL EXPENSES 216,638. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 242,604. COST OF GOODS SOLD OF MUSEUM SHOP SALES 241,045. RENTAL EXPENSES 216,638. FESTIVAL OF TREES 793295 590033 203262 35301 1066 134639 ART IN BLOOM 190622 153301 37321 21027 3892 30559 2 72629 59702 12927 12274 650 3196 1056546 803036 253510 68602 5608 168394 242604 10906 X 1 PUBLISHED MARKET VALUE X 22 34308 COMPARABLE SALES X EVENT SUPPLIES, DECORATIONS, GIFT CARDS FOR RESALE 178 100310 COMPARABLE SALES 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION, THE IMMEDIATE PAST CHAIR, CHAIRPERSONS OF STANDING COMMITTEES, AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE REVIEWS THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, WHEN SUCH ACTION IS NECESSARY AND IN THE BEST INTEREST OF THE CORPORATION (E.G., FOR THE FINANCIAL BENEFIT OF THE CORPORATION, TO ACHIEVE A BENEFIT FOR THE CORPORATION, TO AVOID A LOSS OR DISADVANTAGE TO THE CORPORATION, ETC.) THE EXECUTIVE COMMITTEE SHALL KEEP MINUTES OF ITS PROCEEDINGS. THE MINUTES OF MEETINGS WHERE ACTION WAS TAKEN BY THIS COMMITTEE - BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES - MUST BE TRANSMITTED TO THE BOARD OF TRUSTEES WITHIN 72 HOURS OF SUCH MEETINGS. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIVITIES TO THE BOARD OF TRUSTEES ON A REGULAR AND ONGOING BASIS. FORM 990, PART VI, SECTION A, LINE 6 DUES PAYING AT VARIOUS LEVELS OF MEMBERSHIP; MEMBERS VOTE ON WHO SERVES ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A ANYONE INTERESTED IN THE PRACTICE, ENJOYMENT AND PROMOTION OF THE VISUAL ARTS SHALL BE ELIGIBLE FOR MEMBERSHIP AND MAY BECOME A MEMBER UPON PAYMENT OF APPROPRIATE DUES. MEMBERS ELECT THE TRUSTEES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES IN THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN IT IS DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST ARISES WHENEVER A TRUSTEE, COMMITTEE MEMEBER, EMPLOYEE OR VOLUNTEER ENGAGES IN AN ACTIVITY IN WHICH HIS/HER PERSONAL GAIN OR PRIVATE INTERESTS COMPETE WITH THOSE OF THE ESTABLISHED PURPOSE OF THE OMA. A CONFLICT OF INTEREST CAN ARISE WHEN AN OMA TRUSTEE, EMPLOYEE OR VOLUNTEER USES HIS/HER POSITION, STATUS OR PREVILEGED "INSIDE INFORMATION" TO OBTAIN A COMPETITIVE ADVANTAGE OVER OTHERS, FOR PERSONAL GAIN, OR IN COMPETITION WITH THE OMA ITSELF. A TRUSTEE'S, EMPLOYEE'S OR VOLUNTEER'S ASSOCIATION WITH THE OMA MAY NOT BE USED AS A SPRINGBOARD FOR ADDITIONAL PERSONAL GAIN THAT WOULD NOT BE AVAILABLE EXCEPT FOR THE TRUSTEE'S, EMPLOYEE'S OR VOLUNEER'S CONNECTION WITH THE OMA. THE BOARD OF TRUSTEES WILL REVIEW, DETERMINE AND DECIDE ON ANY ISSUES OR QUESTIONS THAT MAY ARISE UNDER THE OMA'S CODE OF ETHICS INCLUDING MATTERS RELATING TO ANY CONFLICTS OF INTEREST. THE TRUSTEESHIP COMMITTEE WILL REPORT FROM TIME TO TIME TO THE BOARD OF TRUSTEES AS TO MATTERS BROUGHT BEFORE IT CONCERNING THIS CODE. IF ANY MATTER COMING BEFORE THE BOARD, ANY OTHER COMMITTEE, EMPLOYEE OR VOLUNTEER CONSTITUTES FOR ANY TRUSTEE, COMMITTEE MEMEBER, EMPLOYEE OR VOLUNTEER A CONFLICT OF INTEREST, THE TRUSTEE, COMMITEE MEMEBER, EMPLOYEE OR VOLUNTEER SHALL IMMEDIATELY ADVISE THE FULL BOARD OR COMMITTEE OF SAID CONFLICT OF INTEREST AND SHALL ABSTAIN FROM VOTING ON SAID MATTER, IF APPLICABLE. UNLESS REQUESTED, SAID TRUSTEE, COMMITTEE MEMEBER, EMPLOYEE OR VOLUNTEER SHALL NOT BE PRESENT FOR ANY DISCUSSION OR VOTING ON SAID MATTER. THE MINUTES OF SAID MEETING SHALL REFLECT SAID MATTTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.