2024-04-01T11:10:33-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2022-07-01 590910352 ORLANDO MUSEUM OF ART INC ORLA 4078964231 2416 N MILLS AVENUE ORLANDO FL 32803 ROBERT SUMMERS TREASURER 4078964231 2024-03-29 1 ROBERT SUMMERS 999009999 0 AMY CHAPMAN P00843460 4078021200 2024-03-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHRYN MATTSON 2416 N MILLS AVENUE ORLANDO FL 32803 3717297 0 X WWW.OMART.ORG X 1926 FL INSPIRE CREATIVITY, PASSION, INTELLECTUAL CURIOSITY BY CONNECTING PEOPLE WITH ART AND NEW IDEAS. 20 20 54 312 0 0 3012799 2003421 902759 726312 61520 141077 151009 105503 4128087 2976313 0 14068 0 0 1698233 1475710 0 0 235516 2585491 3219774 4283724 4709552 -155637 -1733239 14433730 13412508 505594 1079588 13928136 12332920 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 2110714 308028 EXHIBITIONS - THE OMA PRESENTED 8 TEMPORARY EXHIBITIONS AND 8 PERMANENT COLLECTION EXHIBITIONS OF THE 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. 680326 14068 348135 EDUCATION PROGRAMS - THE OMA PRESENTS AWARD-WINNING ART ENRICHMENT PROGRAMS FOR CHILDREN, GALLERY TOURS, STUDIO CLASSES, AND OUTREACH SERVICES WHICH BENEFITED OVER 27,335 FLORIDA RESIDENTS AND VISITORS AT THE OMA AND THROUGH ITS OUTREACH SERVICES IN FISCAL YEAR 2022-2023. 403508 70149 MEMBER PROGRAMS - ART ENRICHMENT PROGRAMS ARE IMPLEMENTED BY THE STAFF AND VOLUNTEERS, MANY OF WHOM ARE PART OF ITS MEMBERSHIP OF 6,972 MEMBERS. -58864 OTHER MISC INCOME AND LOSSES FROM OPERATION OF THE MUSEUM GIFT SHOP. -58864 3194548 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 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 58 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X X X JOANN WALFISH 4078964231 2416 N MILLS AVENUE ORLANDO FL 32803 FRANCINE NEWBERG VICE PRESIDENT 0.50 X X 0 0 0 KATHY CARDWELL VICE PRESIDENT 0.10 X X 0 0 0 CAROLYN BLYDENBURGH VICE PRESIDENT 0.10 X X 0 0 0 TED R BROWN VICE PRESIDENT (THRU 08/22) 0.10 X X 0 0 0 CAROLYN FENNELL VICE PRESIDENT (THRU 08/22) 0.10 X X 0 0 0 ANDREW SNYDER SECRETARY 0.10 X X 0 0 0 ROBERT SUMMERS TREASURER 0.10 X X 0 0 0 PATRICK KNIPE TREASURER (THRU 08/22) 0.75 X X 0 0 0 MICHAEL WINN CORPORATE SECRETARY 0.10 X X 0 0 0 MARK ELLIOTT CHAIR 0.26 X X 0 0 0 CYNTHIA BRUMBACK CHAIR THRU 9/22) & TRUSTEE (THRU 12/22) 1.00 X 0 0 0 LESLIE ANDREAE VICE CHAIR 0.26 X X 0 0 0 LANCE WALKER JR TRUSTEE 0.10 X 0 0 0 AMELIA MCLEOD TRUSTEE 0.10 X 0 0 0 CHASE HEAVENER TRUSTEE 0.10 X 0 0 0 DAISY STANISZKIS TRUSTEE 0.10 X 0 0 0 EARL CRITTENDEN TRUSTEE 0.10 X 0 0 0 ELIZABETH FRANCETIC TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 JENNIFER O'MARA TRUSTEE 0.10 X 0 0 0 LINDA CEGELIS EX-OFFICIO TRUSTEE (THRU 4/23) 1.00 X 0 0 0 LISA SHEPHARD TRUSTEE (EX-OFFICIO) 1.00 X 0 0 0 JOHN MARTINEZ TRUSTEE (THRU 09/22) 0.10 X 0 0 0 NANCY WOLF TRUSTEE 0.10 X 0 0 0 PAUL PERKINS TRUSTEE 0.10 X 0 0 0 SHARI BARTZ TRUSTEE 0.10 X 0 0 0 SHARON LINE CLARY TRUSTEE 0.10 X 0 0 0 SIBILLE HART PRITCHARD TRUSTEE (THRU 08/22) 0.10 X 0 0 0 WILLIAM DEUCHELER TRUSTEE (THRU 04/23) 0.10 X 0 0 0 WINIFRED SHARP TRUSTEE (THRU 08/22) 0.10 X 0 0 0 DR LUDER WHITLOCK DIRECTOR & CEO (THRU 08/2022) 40.00 X 19462 0 0 CATHRYN MATTSON DIRECTOR & CEO (BEG. 05/23) 40.00 X 0 0 0 DR AARON DE GROFT FORMER DIRECTOR & CEO (THRU 6/22 40.00 X 153282 0 0 172744 0 0 1 1 1 0 US SECURITY ASSOCIATES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY STAFFING 248714 AKERMAN LLP PO BOX 4906 ORLANDO FL 32802 LEGAL SERVICES 214981 2 424857 202328 699792 373078 303366 22833 2003421 EDUCATION 611600 348135 348135 ADMISSIONS 900099 308028 308028 PROGRAMS 713990 70149 70149 726312 141077 141077 387898 224784 163114 163114 163114 243358 699792 242105 1253 1253 208856 274095 -65239 -65239 MISCELLANEOUS INCOME 900099 6375 6375 6375 2976313 667448 0 305444 14068 14068 53794 17752 18290 17752 1217932 790447 313235 114250 108283 51292 39894 17097 95701 61974 24567 9160 700166 700166 39596 39596 179791 162500 17291 273764 273764 33495 27982 3957 1556 464957 435194 19842 9921 42312 29222 9463 3627 354005 331345 15107 7553 79941 59916 20025 PROGRAM EXPENSES 435557 435557 SECURITY GUARDS 253222 253222 SUPPLIES AND MATERIALS 135482 118547 14091 2844 COLLECTION ITEMS 113000 113000 114486 18766 61255 34465 4709552 3194548 1279488 235516 429386 405644 136456 77500 117376 17895 49361 42387 59016 120190 18332688 11725541 6996319 6607147 4543808 4008034 2102008 2133711 14433730 13412508 255505 504863 250089 184911 0 189814 0 200000 505594 1079588 X 5750193 4288173 8177943 8044747 13928136 12332920 14433730 13412508 -1733239 138023 0 X 0 1 X 1 0 X 2170986 2189599 2382177 3012799 2003421 11758982 814507 532994 637266 1285612 935168 4205547 2985493 2722593 3019443 4298411 2938589 15964529 155865 23734 179599 0 155865 23734 179599 15784930 460906 337509 135845 373542 528975 1836777 460906 337509 135845 373542 528975 1836777 3869 1964 4398 3391 6375 19997 3450268 3062066 3159686 4675344 3473939 17821303 0.88570 0.88470 0.10310 0.10520 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 3,869. 2019 AMOUNT: $ 1,964. 2020 AMOUNT: $ 4,398. 2021 AMOUNT: $ 3,391. 2022 AMOUNT: $ 6,375. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12310 X X X X 0 4543808 1000 266210 784261 18723 4008034 5264463 154500 -656311 192527 26317 4543808 4657859 5000 977429 351001 24824 5264463 5165629 4100 -159345 352525 4657859 5375937 6500 84969 275173 26604 5165629 0.24000 0.76000 0.00000 0 0 2536638 2536638 13027013 9627453 3399560 455702 353648 102054 2301025 1744440 556585 12310 12310 6607147 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2133711 2133711 LINE OF CREDIT 200000 200000 X 4168406 138023 313086 740984 1192093 2976313 0 2976313 5763622 313086 740984 1054070 4709552 0 4709552 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 242,105. COST OF GOODS SOLD OF MUSEUM SHOP SALES 274,095. RENTAL EXPENSES 224,784. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 242,105. COST OF GOODS SOLD OF MUSEUM SHOP SALES 274,095. RENTAL EXPENSES 224,784. FESTIVAL OF TREES 609119 472569 136550 30826 2275 55884 ART IN BLOOM 131920 100012 31908 22487 9421 10146 2 202111 127211 74900 42086 13000 55980 943150 699792 243358 95399 24696 122010 242105 1253 0 UKRAINE HOUSE DC FOUNDATION 2134 KALORAMA RD NW WASHINGTON DC 20008 872080907 501(C) (3) 14068 0 N/A N/A GENERAL SUPPORT 1 0 X X 1 0 0 0 0 0 0 0 0 DR AARON DE GROFT FORMER DIRECTOR & CEO (THRU 6/22 153282 0 0 0 0 0 0 0 0 0 153282 0 0 0 PART I, LINE 4A: DR. AARON DE GROFT RECEIVED $50,000 PAYOUT ACCORDING TO THE TERMS OF HIS EMPLOYMENT CONTRACT. THIS WAS ACCRUED IN FISCAL YEAR 2022 AND WAS PAID OUT IN JULY 2022. X 14 22671 COMPARABLE SALES X EVENT SUPPLIES, DECORATIONS, GIFT CARDS FOR RESALE 14 162 COMPARABLE SALES 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. 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 FINANCE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW AND APPROVE THE DRAFT OF FORM 990. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST ARISES WHENEVER A TRUSTEE, COMMITTEE MEMBER, 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.