2024-04-04T13:48:49-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 237062028 SAN JOSE MUSEUM OF ART ASSOCIATION SANJ 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 4082716840 2024-03-20 1 SUSAN SAYRE BATTON 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN SAYRE BATTON 110 SOUTH MARKET STREET SAN JOSE CA 951132383 7723876 0 X WWW.SJMUSART.ORG X 1969 CA NURTURE EMPATHY AND CONNECTION BY ENGAGING COMMUNITIES WITH SOCIALLY RELEVANT CONTEMPORARY ART 23 23 85 191 58649 0 5267768 5003408 278866 279703 568819 1194978 -376554 -613995 5738899 5864094 0 0 0 0 3164810 3554281 0 0 679225 2215822 2581077 5380632 6135358 358267 -271264 16287073 16173683 491868 588922 15795205 15584761 X SEE SCHEDULE O. 0 0 3275115 0 217324 EXHIBITIONS:A DOWNTOWN ANCHOR INSTITUTION, THE SAN JOSE MUSEUM OF ART (SJMA) IS THE PREMIER MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. ITS DYNAMIC PROGRAM, WHICH BALANCES SOCIALLY RELEVANT TRAVELING EXHIBITIONS WITH CRITICALLY ENGAGING SHOWS DRAWN FROM A COLLECTION OF 2,700+ WORKS, RESONATES WITH DEFINING CHARACTERISTICS OF SAN JOSE AND THE SILICON VALLEY FROM ITS RICH DIVERSITY TO ITS HALLMARK INNOVATIVE ETHOS.(SEE SCHEDULE O FOR CONTINUATION) 1275116 0 18980 EDUCATION AND PROGRAMS:SJMA'S EXTENSIVE ON AND OFF-SITE EDUCATION PROGRAMS FILL MULTIPLE GAPS IN LOCAL K-12 ARTS EDUCATION ON-SITE AND VIRTUAL PROGRAMS INCLUDE A ROBUST MUSEUM FIELD TRIP PROGRAM; FAMILY PROGRAMMING, INCLUDING THREE FREE COMMUNITY DAYS THAT ATTRACT OVER 2,500 PEOPLE ANNUALLY; AND A POPULAR KIDS SUMMER ART CAMP INSPIRED BY EXHIBITIONS ON VIEW. 1-WEEK SUMMER CAMP SCHOLARSHIPS ARE OFFERED TO AT-RISK CHILDREN AND YOUTH BASED IN SAN JOSE SCHOOLS.(SEE SCHEDULE O FOR CONTINUATION) 161997 0 84625 MUSEUM STORE:THE MUSEUM STORE IS LOCATED OFF THE MAIN LOBBY OF SJMA AND ONLINE AT HTTPS://SJMA-ONLINE-STORE.MYSHOPIFY.COM/. THIS ACTIVE GIFT SHOP CARRIES MISSION-RELATED PRODUCTS THAT ARE EDUCATIONAL, FOSTER CREATIVITY AND ENCOURAGE DEEPER KNOWLEDGE OF ART AND CULTURE. THE MUSEUM STORE ALSO FEATURES CUSTOM PRODUCTS BY AREA ARTISTS AND CRAFTSMEN AS WELL AS MERCHANDISE RELEVANT TO EACH CURRENT SEASON OF EXHIBITIONS. THE STORE IS STAFFED BY MUSEUM EMPLOYEES AS WELL AS AN ACTIVE CONTINGENT OF LONGTIME VOLUNTEERS. 4712228 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 85 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN SPANG 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 GLENDA DORCHAK CO-PRESIDENT 0.37 X X 0 0 0 TAMMY KIELY CO-PRESIDENT 0.66 X X 0 0 0 LORRI KERSHNER CO-VICE PRESIDENT 0.68 X X 0 0 0 WANDA KOWNACKI CO-VICE PRESIDENT 0.50 X X 0 0 0 CORNELIA PENDLETON SECRETARY 0.52 X X 0 0 0 HILDY SHANDELL TREASURER 0.47 X X 0 0 0 NADIA AHMAD TRUSTEE 0.21 X 0 0 0 PETER CROSS TRUSTEE 0.36 X 0 0 0 ANNEKE DURY TRUSTEE 0.39 X 0 0 0 BILL FAULKNER TRUSTEE 0.44 X 0 0 0 TOBY FERNALD TRUSTEE 0.35 X 0 0 0 TAD FREESE TRUSTEE 0.31 X 0 0 0 CHANDRA GNANASAMBANDAM TRUSTEE 0.09 X 0 0 0 COLE HARRELL TRUSTEE 0.26 X 0 0 0 CLAUDIA W HESS TRUSTEE 0.25 X 0 0 0 RICHARD KARP TRUSTEE 0.31 X 0 0 0 DANIEL LE TRUSTEE 0.12 X 0 0 0 KIMBERLY LIN TRUSTEE 0.33 X 0 0 0 ROB LINDO TRUSTEE 0.49 X 0 0 0 PETER W LIPMAN TRUSTEE 0.49 X 0 0 0 RANU MUKHERJEE TRUSTEE 0.27 X 0 0 0 YVONNE NEVENS TRUSTEE 0.67 X 0 0 0 SARAH NORTH TRUSTEE 0.25 X 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 37.50 X 243706 0 20054 BRIAN SPANG CHIEF FINANCIAL OFFICER 37.50 X 122000 0 7067 KAREN RAPP DEPUTY DIRECTOR 37.50 X 130000 0 6819 KATHLEEN BACKUS SENIOR PHILANTHROPY OFFICER 37.50 X 116313 0 7071 RICHARD KARSON DIRECTOR OF DESIGN & OPERATIONS 37.50 X 105124 0 11233 JODY A PARRY HUMAN RESOURCE DIRECTOR 37.50 X 102150 0 5766 819293 0 58010 6 0 1 0 ALLIED UNIVERSAL 161 WASHINGTON ST SUITE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 231583 1 162710 1097156 1474166 2269376 434339 5003408 PUBLIC PROGRAMS 713990 258331 258331 ART CLASS TUITION 713990 18980 18980 MEMBERSHIP DUES 713990 2392 2392 279703 77792 77792 44275 96983 -52708 -52708 -52708 2028889 911703 1117186 1117186 1117186 117400 1097156 778562 -661162 -661162 157159 72534 84625 25976 58649 OTHER INCOME 900099 15250 15250 15250 5864094 320929 58649 481108 X 392827 255337 39283 98207 2641486 2082016 267010 292460 95752 71706 5956 18090 188153 142067 12578 33508 236063 174043 18113 43907 405 405 44550 44550 46164 46164 710904 529154 158811 22939 97932 74146 4807 18979 447496 395457 10033 42006 157341 96337 28884 32120 56175 34045 12364 9766 71612 52075 17219 2318 8288 2219 3809 2260 52584 47895 1505 3184 PURCH. ART COLLECTION 284149 284149 EXHIBITION COSTS 185406 185406 EQUIPMENT EXPENSES 115332 95836 10283 9213 MATERIALS 97752 96261 631 860 204987 94079 61500 49408 6135358 4712228 743905 679225 175741 191474 3516515 3401156 1701534 870843 21021 55920 57087 59340 154004 165341 1710296 1710296 0 0 10661171 11429609 16287073 16173683 399366 498266 92502 90656 491868 588922 X 1894401 2031498 13900804 13553263 15795205 15584761 16287073 16173683 -271264 60820 0 X 0 1 X 1 0 X 5568281 4724237 4950610 5267768 5003408 25514304 2340000 2340000 1825000 1637999 1638001 9781000 7908281 7064237 6775610 6905767 6641409 35295304 1135865 34159439 554028 51850 15355 63332 122067 806632 0 0 0 0 0 494028 148700 18784 22377 117400 801289 36903225 1557715 0.92560 0.88810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 481,969. 2019 AMOUNT: $ 148,200. 2020 AMOUNT: $ 18,784. 2021 AMOUNT: $ 22,377. 2022 AMOUNT: $ 117,400. GROSS INCOME FROM GAMING ACTIVITIES - 2018 AMOUNT: $ 12,059. 2019 AMOUNT: $ 500. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 10661171 79027 1052815 363404 11429609 13358549 78410 -2223252 552536 10661171 12141898 80074 1668709 532132 13358549 12410143 3944 258612 530801 12141898 11606608 782023 528004 506492 12410143 0.00838 0.74869 0.24293 1 0 613310 613310 0 745768 745768 0 351218 351218 0 0 X 7798152 60820 1822419 1883239 5914913 46164 -96983 -50819 5864094 8008596 1822419 96983 1919402 6089194 46164 46164 6135358 PART III, LINE 1A: PERMANENT ART COLLECTION - THE COLLECTION CONSISTS OF TWENTIETH AND TWENTY-FIRST CENTURY ARTWORK, INCLUDING PAINTINGS, SCULPTURES, INSTALLATIONS, NEW MEDIA, PHOTOGRAPHY, DRAWINGS, AND PRINTS, ACQUIRED THROUGH PURCHASE OR CONTRIBUTION. THE COLLECTION IS NOT RECOGNIZED AS AN ASSET IN THE STATEMENT OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTION'S INTEGRITY ARE PERFORMED CONTINUOUSLY. PURCHASES OF ART ARE RECORDED IN THE YEAR ACQUIRED AS NON-OPERATING DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH ITEMS ARE ACQUIRED. PROCEEDS FROM ANY DEACCESSIONS OR INSURANCE RECOVERIES MAY BE ALLOCATED FOR PURPOSES THAT CLEARLY BENEFIT THE COLLECTION, SUCH AS AN ACQUISITION FUND TO EXPAND THE COLLECTION OR PRESERVATION/CONSERVATION FUND TO MAINTAIN IT. CERTAIN ITEMS ARE ON LOAN FROM INDIVIDUALS AND CORPORATIONS FOR USE BY THE MUSEUM IN ITS PERMANENT COLLECTION OR SPECIAL EXHIBITION. PART III, LINE 4: THE SAN JOSE MUSEUM OF ART SEEKS TO BUILD A COLLECTION OF THE HIGHEST QUALITY AND WITH THE GREATEST POTENTIAL FOR COMMUNITY ENGAGEMENT, THEREBY FULFILLING ITS MISSION TO BE A VALUABLE RESOURCE FOR THE PUBLIC. THE MUSEUM'S PERMANENT COLLECTION INCLUDES OVER 2,600 MODERN AND CONTEMPORARY WORKS OF ART IN A VARIETY OF MEDIA, FROM PAINTINGS, SCULPTURE, PHOTOGRAPHY AND WORKS ON PAPER TO DIGITAL AND TIME-BASED ARTWORK. SJMA IS THE ONLY COLLECTING ART INSTITUTION IN THE CITY OF SAN JOSE, THE ONLY CONTEMPORARY ART MUSEUM IN SILICON VALLEY ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS (AAM) AND A MEMBER OF THE ASSOCIATION OF ART MUSEUM DIRECTORS (AAMD). SJMA PROUDLY HAS EARNED A REPUTATION FOR ACQUIRING ART WORKS BY PIVOTAL ARTISTS WHOSE PRACTICES ADDRESS PRESSING CULTURAL, POLITICAL AND SOCIAL ISSUES, AND HAS A TRADITION OF ACQUIRING LANDMARK ARTWORK IN NEW MEDIA AND EMERGING FIELDS. THE MUSEUM ALSO HAS A SUCCESSFUL TRACK RECORD OF ACQUIRING AND EXHIBITING WORK BY CALIFORNIA ARTISTS OF NATIONAL AND INTERNATIONAL SIGNIFICANCE, AND NOW LOOKS TO ARTISTS WHO EXPLORE NEW REPRESENTATIONAL STRATEGIES IN THE DIGITAL AGE, BEFITTING A MUSEUM IN THE CAPITAL OF SILICON VALLEY. THE MUSEUM'S NEW COLLECTING PLAN (APPROVED IN 2018) IDENTIFIES THE FOLLOWING GOALS: TO REPRESENT SIGNIFICANT ART HISTORICAL DEVELOPMENTS IN MODERN AND CONTEMPORARY ART FROM THE 1960S TO THE PRESENT; TO PUT THE WORK OF PIVOTAL WEST COAST ARTISTS IN CONTEXT OF WORK BY MAJOR NATIONAL AND INTERNATIONAL ARTISTS; TO EMBRACE CULTURAL DIVERSITY AND SOCIAL ENGAGEMENT; TO REFLECT ARTISTIC EXPERIMENTATION AND INNOVATION; AND TO ADDRESS ISSUES OF IMPORTANCE TO THE MUSEUM'S COMMUNITIES. LOCATED SEVERAL BLOCKS FROM SAN JOSE STATE UNIVERSITY AND WITHIN 30 MINUTES OF APPROXIMATELY 14 OTHER COLLEGES AND UNIVERSITIES, SJMA IS A PRIMARY RESOURCE FOR UNIVERSITY STUDENTS AS WELL AS FOR THE AUDIENCES OF THE REGION, WHICH HAS THE GREATEST PROJECTED POPULATION GROWTH IN THE BAY AREA. STARTING IN 2019, SJMA OFFERED FREE ADMISSION TO YOUTH, COLLEGE STUDENTS WITH ID, AND TEACHERS TO DEEPEN SJMA'S RELATIONSHIPS WITH SCHOOLS AND UNIVERSITIES, AND TO BECOME A CRITICAL RESOURCE FOR THEIR CURRICULA. THE MUSEUM CREATED AN ACQUISITIONS ENDOWMENT IN 2012, WHICH AUGMENTS THE GENEROUS DONATIONS FROM COLLECTORS AND ARTISTS TO THE PERMANENT COLLECTION. IN ADDITION, IN 2017, THE MUSEUM BEGAN A CO-ACQUISITION PROGRAM WITH TWO OF THE MOST IMPORTANT CONTEMPORARY ART MUSEUMS IN THE UNITED STATES, TO EXPAND THE MUSEUM'S REACH AND OPPORTUNITY TO CONTRIBUTE TO PUBLIC DISCOURSE. SJMA REMAINS DEPENDENT IN LARGE MEASURE ON CULTIVATING OPPORTUNITIES AND SOLICITING DONATIONS: 90% OF THE WORKS IN THE COLLECTION HAVE BEEN ACQUIRED THROUGH DONATION, SIMILAR TO STATISTICS AT AAMD MEMBER MUSEUMS NATIONALLY. IN THE LAST TEN YEARS, SJMA LAUNCHED AN AMBITIOUS EXHIBITION PROGRAM TO FEATURE WORKS FROM THE PERMANENT COLLECTION IN THEMATIC SPECIAL EXHIBITIONS. FOR THE MUSEUM'S 50TH ANNIVERSARY SEASON (2019-2020) RECENT ACQUISITIONS, INCLUDING THE WORK OF VISIONARY WOMEN COLLECTION ARTISTS WERE HIGHLIGHTED IN SIX DEDICATED EXHIBITIONS AND A MAJOR NEW COMMISSIONED ARTWORK FOR THE LOBBY ATRIUM. CONTINUING A COMMITMENT TO SCHOLARLY PUBLICATIONS IN SUPPORT OF EXHIBITIONS AND THE PERMANENT COLLECTION, IN 2020 SJMA WILL PUBLISH AN ONLINE CATALOGUE FOCUSED ON 50 ARTISTS FROM THE PERMANENT COLLECTION CALLED 50X50: DIGITAL STORIES OF VISIONARY ARTISTS FROM THE COLLECTION, OPTIMIZED FOR PUBLICATION DISCOVERABILITY AND LONGEVITY. SJMA'S ACQUISITIONS REFLECT THE DIVERSITY THAT CHARACTERIZES LOCAL COMMUNITIES AND THE GLOBAL NATURE OF CONTEMPORARY ART. MAJOR EXHIBITION TEXTS ARE TRANSLATED INTO SPANISH AND VIETNAMESE, JOINING ENGLISH AS THE THREE OFFICIAL LANGUAGES OF SAN JOSE. PART V, LINE 4: THE PRIMARY OBJECTIVES OF THE MUSEUM'S ENDOWMENTS ARE TO SUPPORT THE OPERATIONS OF THE MUSEUM OVER TIME, WHILE PRESERVING THE ENDOWMENT'S INFLATION-ADJUSTED ASSET VALUE. PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE MUSEUM HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE MUSEUM'S TAX POSITIONS AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY THE MUSEUM IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -96,983. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 96,983. ANNUAL FALL GALA 1214556 1097156 117400 84574 5500 688488 1214556 1097156 117400 84574 5500 688488 778562 -661162 X X X 0 0 0 0 0 0 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 243706 0 0 0 0 0 12535 0 7519 0 263760 0 0 0 X 20 423345 FMV X GIFT CERTIFICATE, TICKETS 5 7923 FMV X FOOD & BEVERAGES 8 3071 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 MISSION: THE SAN JOSE MUSEUM OF ART NURTURES EMPATHY AND CONNECTION BY ENGAGING COMMUNITIES WITH SOCIALLY RELEVANT CONTEMPORARY ART. VISION: SJMA'S 2023-2027 STRATEGIC PLAN EMPOWERS US TO BECOME A BORDERLESS MUSEUM, ESSENTIAL TO CREATIVE LIFE THROUGHOUT THE DIVERSE COMMUNITIES OF SAN JOS AND SILICON VALLEY. AS WE RE-IMAGINE OURSELVES AS A MUSEUM FOR THE AUDIENCE OF THE FUTURE, THE INNOVATIVE ETHOS OF SILICON VALLEY INFORMS WHO WE ARE, AND WHO WE SERVE-LOCALLY AND GLOBALLY. WE PRIORITIZE COMMUNITY RELEVANCE THROUGHOUT OUR EXHIBITIONS, COMMUNITY COLLABORATIONS AND PUBLIC AND EDUCATION PROGRAMS AND ARE GUIDED BY THE BELIEF THAT CREATIVITY IS AN ESSENTIAL AND CULTIVATABLE SKILL THAT TRANSCENDS DISCIPLINES AND INDUSTRIES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: PROJECTS TOUCH ON TIMELY TOPICS FROM MIGRATION AND IDENTITY TO ARTIFICIAL INTELLIGENCE AND INCLUDE SIGNIFICANT ORIGINAL AND TOURING EXHIBITIONS BY BOTH NATIONALLY AND INTERNATIONALLY ACCLAIMED ARTISTS AND EMERGING AND UNDER-RECOGNIZED PRACTITIONERS. SJMA SUPPORTS ITS EXHIBITION PROGRAM WITH SUBSTANTIAL ARTS EDUCATION AND OUTREACH EFFORTS, A STRONG COMMITMENT TO COMMUNITY PARTNERSHIP, AND A CORE COMMITMENT TO NURTURING A SENSE OF BELONGING AND WELCOME FOR ALL MEMBERS OF THE RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE COMMUNITY. THE MUSEUM HAS A PUBLICLY STATED COMMITMENT TO ENSURE THAT THE MAJORITY OF ARTIST ON VIEW IN ANY GIVEN SEASON ARE WOMEN OR ARTISTS OF COLOR AND WORKS TO ELIMINATE BARRIERS TO ACCESS BY OFFERING WEEKEND AND EVENING HOURS, ELIMINATING ADMISSION FEES FOR STUDENTS AND TEACHERS, AND PROVIDING EXHIBITION DIDACTICS IN ENGLISH, SPANISH, AND VIETNAMESE-THE THREE OFFICIAL LANGUAGES OF SAN JOSE. DURING FY23, SJMA ADVANCED ITS COMMITMENT TO BEING AN ACCESSIBLE DOWNTOWN ANCHOR INSTITUTION BY INCREASING ITS PUBLIC HOURS BY 30% AND CONSISTENTLY OFFERING ONSITE OPPORTUNITIES FOR COMMUNITY ENGAGEMENT AND CONNECTION. OVER 77,000 PEOPLE WERE SERVED VIA THE MUSEUM'S RETURN TO AN AMBITIOUS EXHIBITION SCHEDULE, A ROBUST PUBLIC PROGRAMS CALENDAR, AND EXPANDED ARTS EDUCATION PROGRAMS. OF THE TOTAL SERVED, 60% ENJOYED FREE ACCESS VIA SJMA'S FREE ADMISSION POLICY FOR YOUTH, STUDENTS, AND TEACHERS; POPULAR LATE-NIGHT FIRST FRIDAYS; AND VARIOUS OTHER FREE PUBLIC PROGRAMS THROUGHOUT THE YEAR THAT SHOWCASE LONGTIME COMMUNITY PARTNERS (SJ JAZZ, MOSAIC AMERICA, CITY OF SAN JOSE, POETRY SAN JOSE, NEW BALLET, AND OTHERS). SJMA'S FY23 EXHIBITION PROGRAM EXPANDED ON THE MUSEUM'S ONGOING COMMITMENT TO LIFT UP WOMEN ARTISTS, PRIORITIZE SOCIAL JUSTICE ISSUES, AND HIGHLIGHT WORK FROM THE PERMANENT COLLECTION. OUR MARQUEE EXHIBITION KELLY AKASHI: FORMATIONS WAS THE FIRST SOLO MUSEUM EXHIBITION BY THIS YOUNG AND IMMENSELY TALENTED JAPANESE AMERICAN ARTIST. THE EXHIBITION WAS ACCOMPANIED BY A SJMA-PRODUCED SCHOLARLY MONOGRAPH THAT RECEIVED CRITICAL ACCLAIM, INCLUDING IN THE NEW YORK REVIEW OF BOOKS. FORMATIONS ALSO GARNERED NOTABLE BAY AREA PRESS COVERAGE. WRITING IN THE SF CHRONICLE DATEBOOK ON SEPTEMBER 3 LETHA CH'IEN NOTED THE SIGNIFICANCE OF SJMA'S PRESENTATION BOTH FOR THE REGION AND THE ARTIST: "THE SOUTH BAY DOESN'T GET ENOUGH CREDIT FOR ITS ART SCENE. SJMA HAS A TRACK RECORD OF HIGHLIGHTING ARTISTS JUST BEFORE THEIR CAREERS HIT NEW HEIGHTS. WITH KELLY AKASHI: FORMATIONS, THE MUSEUM ONCE AGAIN HAS ITS FINGER ON THE PULSE." ADDITIONALLY, TWO MULTI-SITED EXHIBITIONS FEATURING NEW ARTIST COMMISSIONS CONTINUED THE VISUALIZING ABOLITION EXHIBITION SERIES, WHICH EXPLORES ART, PRISONS, AND JUSTICE IN COLLABORATION WITH UC SANTA CRUZ'S INSTITUTE OF ARTS AND SCIENCES. SKY HOPINKA: SEEING AND SEEN AND SADIE BARNETTE: FAMILY BUSINESS WERE THE NEW ITERATIONS OF THIS MULTI-YEAR PARTNERSHIP WITH UCSC AND FOLLOW SJMA'S GROUND-BREAKING PRESENTATION OF BARRING FREEDOM IN 2020-2021. THE SERIES WILL CULMINATE IN THE SPRING OF 2024 WITH A GROUP EXHIBITION AND CATALOG TITLED SEEING THROUGH STONE. SJMA ALSO OPENED ITS FIRST DEDICATED PERMANENT COLLECTION GALLERY, EVERGREEN: ART FROM THE COLLECTION, PROVIDING NEW OPPORTUNITIES FOR THE PUBLIC TO DEVELOP PERSONAL RELATIONSHIPS WITH CORE WORKS AND TO FOSTER A DEEPER SENSE OF COMMUNITY PRIDE IN SAN JOSE. SCOPE OF SJMA'S COLLECTION AND THE NATURE OF EXHIBITIONS DRAWN FROM THE COLLECTION ARE DESCRIBED IN SCHEDULE D PART III, LINE 4. NUMBER OF PEOPLE SERVED IN FY23: IN FY23, SJMA SERVED 77,204 PEOPLE. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: OFF-SITE PROGRAMS, WHICH REACH UP TO 30,000 STUDENTS PER YEAR, INCLUDE HOUR-LONG DOCENT PRESENTATIONS ON ARTS APPRECIATION AND MULTI-WEEK HANDS-ON ART MAKING CLASSES DEVELOPED AND DELIVERED BY TRAINED SJMA TEACHING ARTISTS. SJMA CONTINUED TO BOLSTER ITS STRONG REPUTATION AS A TRUSTED EDUCATIONAL RESOURCE THROUGHOUT SANTA CLARA COUNTY BY SERVING OVER 23,000 STUDENTS IN FY23. TITLE I STUDENTS PARTICIPATED AT NO COST. THE NEWLY ADAPTED CLASSROOM RESIDENCY PROGRAM SOWING CREATIVITY, WHICH BRINGS TRAINED TEACHING ARTISTS TO AREA CLASSROOMS FOR MULTI-WEEK RESIDENCIES IN CROSS-CURRICULAR STEAM (SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH) SERVED A RECORD 1,752 STUDENTS ACROSS 66 CLASSROOMS. 60% OF STUDENTS SERVED WERE BASED IN LOW-INCOME TITLE I SCHOOLS. AMONG THE 66 CLASSROOMS SERVED, ONE WAS AN ENGLISH LANGUAGE DEVELOPMENT CLASS WITH 20 STUDENTS AND NINE WERE SPECIAL DAY CLASSES WITH 61 STUDENTS. THIS OUTCOME REPRESENTS A SIGNIFICANT EXPANSION WITH A 78% INCREASE IN TITLE I STUDENTS OVER 2021-2022. OVER 3,000 STUDENTS PARTICIPATED IN TWO PART ART, THE MUSEUM'S PREMIER FIELD TRIP PROGRAM. SJMA MAINTAINS DEDICATED HOURS DURING THE WEEK FOR K12 FIELD TRIPS AND COLLEGE GROUP TOURS. THE FREE FIFTY-YEAR OLD ART APPRECIATION PROGRAM, LET'S LOOK AT ART, REACHED ITS 1 MILLIONTH STUDENT THIS YEAR AND IS ACTIVELY RECRUITING MORE VOLUNTEERS TO EXPAND THE PROGRAM IN FY24. SJMA ALSO OFFERS A RANGE OF LECTURES AND PUBLIC PROGRAMS FOR ADULT AUDIENCES TO INSPIRE LIFELONG LEARNING, FROM ARTIST TALKS AND GALLERY TOURS TO ARTMAKING WORKSHOPS. A HIGHLIGHT OF FY23 WAS THE CULMINATION OF HIDDEN HERITAGES-A MULTI-YEAR PARTNERSHIP BETWEEN SJMA, CHOPSTICKS ALLEY ART, AND THE CITY OF SAN JOSE THAT COLLECTED STORIES OF VIETNAMESE IMMIGRATION TO SAN JOSE. THE PROJECT CONCLUDED WITH AN EXHIBITION AT CITY HALL TITLED HIDDEN HERITAGES: SAN JOSE'S VIETNAMESE LEGACY AND A PERFORMANCE BY GRAMMY-AWARD WINNING ARTIST VAN-ANH VO AND THE BLOOD MOON ORCHESTRA. AN EVENT ATTENDEE SHARED HOW THEY WERE MOVED BY THE PERFORMANCE: "I'VE NEVER HAD MUSIC SO UPLIFTING AND SPIRITUAL, MAKES YOU FEEL SO LOVED AND REMINDS ME OF WHO I AM, AND SHOWERED MY HEART FULL OF LOVE." THE EXHIBITION AT CITY HALL'S TOWER LOBBY WILL BE ON VIEW THROUGH DECEMBER 2023. NUMBER OF STUDENTS SERVED: 23,933; ON AND OFF-SITE PROGRAMS SERVED 12,344 FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS THE SAN JOSE MUSEUM OF ART USES TO REVIEW THE FORM 990 IS SET FORTH IN ITS RISK MANAGEMENT AND FISCAL OPERATING POLICIES. PRIOR TO FILING WITH THE IRS, THE ANNUAL TAX RETURN (FORM 990) SHALL BE REVIEWED BY THE FINANCE AND POLICY COMMITTEE AND SHALL BE PROVIDED TO THE BOARD OF TRUSTEES, TO COMPLY WITH SUGGESTED BEST PRACTICES. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, STAFF MEMBERS AND COMMUNITY MEMBERS OF BOARD COMMITTEES MUST FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS DISCLOSURE STATEMENT ASKS IF THE RESPONDENTS ARE AWARE OF ANY AFFILIATIONS, EMPLOYMENT OR OTHER MATTERS INVOLVING THE INDIVIDUAL OR ANY OF IMMEDIATE FAMILY THAT MIGHT BE PERCEIVED TO COMPROMISE YOUR OBLIGATIONS TO THE MUSEUM AND SHOULD THEREFORE BE REPORTED IN LIGHT OF THE CODE OF ETHICS. SPECIFICALLY, THE DISCLOSURE STATEMENT ASKS IF SJMA HAS A BUSINESS RELATIONSHIP WITH ANY ENTITY FROM WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS HAVE RECEIVED ANY COMPENSATION, INCOME, LOANS OR GIFTS OR OF WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS ARE A TRUSTEE, OFFICE, DIRECTOR OR EMPLOYEE. IN ADDITION, DISCLOSURE IS REQUIRED IF THE INDIVIDUAL OR IMMEDIATE FAMILY MEMBERS HOLD AN OWNERSHIP INTEREST IN A CLOSELY HELD COMPANY OR A 5% OWNERSHIP INTEREST IN A PUBLIC COMPANY WITH THE MUSEUM HAS A BUSINESS RELATIONSHIP. ALL RESPONDENTS ARE ASKED TO SUPPLEMENT THE INFORMATION IN THE EVENT OF ANY CHANGES BEFORE THE NEXT ANNUAL DISCLOSURE. ALL STAFF RESPONSES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. ALL OTHER RESPONSES ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. IF A RESPONSE ON A DISCLOSURE IDENTIFIES A CONFLICT, THE INTERESTED TRUSTEE, STAFF MEMBER, OR VOLUNTEER (A COMMUNITY MEMBER OF A BOARD COMMITTEE) SHALL REFRAIN FROM ATTEMPTING TO INFLUENCE ANY DECISION OF THE BOARD, BOARD COMMITTEE, OR STAFF ON ANY MATTER WHICH MAY INVOLVE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND SHALL ABSTAIN FROM VOTING ON ANY SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE SJMA BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION PHILOSOPHY THAT BALANCES MULTIPLE OBJECTIVES: APPROPRIATE STEWARDSHIP OF ITS FINANCIAL RESOURCES; ADHERENCE TO THE STRATEGIC PLAN AND ARTISTIC EXCELLENCE IN PROGRAMMING; AND INCLUSIVE PRACTICES FOR ITS PEOPLE & WORKPLACE WITH A FOCUS ON EQUITY. SJMA AIMS TO PAY IN THE TOP 50% OF COMPARABLE SALARIES FOR NEXT-STAGE PEER INSTITUTIONS AND COMPENSATION IS ESTABLISHED COMMENSURATE WITH EXPERIENCE AND TRAINING, AND IN ACCORDANCE WITH ANNUAL PERFORMANCE REVIEWS TYING JOB DESCRIPTIONS AND GOALS TO KEY PERFORMANCE INDICATORS (KPI). THE EXECUTIVE LEADERSHIP TEAM WORKS WITH THE HR DIRECTOR TO ATTRACT, RETAIN AND MOTIVATE THE TALENT NEEDED TO MAINTAIN THE MUSEUM'S STRATEGIC GOALS AS A COMMUNITY-FOCUSED PARTNER WITH EQUITY AT ITS CENTER. IN ADDITION TO SALARY, SJMA PROVIDES HEALTH AND RETIREMENT BENEFITS COMMENSURATE WITH THE ABOVE PHILOSOPHY. RETIREMENT-PLAN CONTRIBUTIONS FOR FY23 WERE 5%. THE SALARY LEVELS OF THE EXECUTIVE DIRECTOR; DIRECTOR OF DEVELOPMENT; THE DEPUTY DIRECTOR; AND THE CHIEF FINANCIAL OFFICER WERE ESTABLISHED AND APPROVED BY THE BOARD LEADERSHIP IN ACCORDANCE WITH THIS COMPENSATION PHILOSOPHY, BASED ON THE ANNUAL SALARY SURVEY OF THE ASSOCIATION OF ART MUSEUM DIRECTORS, AS WELL AS OTHER DATA SOURCES FOR PROFESSIONAL COMPENSATION ANALYSIS. THE MUSEUM HAS A ROBUST ANNUAL PERFORMANCE REVIEW PROCESS SINCE 2017 AND INVESTS IN ON-GOING MANAGEMENT TRAINING FOR MANAGERS ON PERFORMANCE MANAGEMENT, PROJECT MANAGEMENT AND CHANGE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE SAN JOSE MUSEUM OF ART POSTS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON ITS WEBSITE. THESE DOCUMENTS ARE MADE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G CONSULTING AND OTHER: PROGRAM SERVICE EXPENSES 455,957. MANAGEMENT AND GENERAL EXPENSES 136,842. FUNDRAISING EXPENSES 19,766. TOTAL EXPENSES 612,565. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 12,124. MANAGEMENT AND GENERAL EXPENSES 3,639. FUNDRAISING EXPENSES 526. TOTAL EXPENSES 16,289. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 61,073. MANAGEMENT AND GENERAL EXPENSES 18,330. FUNDRAISING EXPENSES 2,647. TOTAL EXPENSES 82,050.