2022-04-22T09:01:35-05:00 2021-06-30 873707167 CBIZ MARKS PANETH LLC 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2020-07-01 136161548 KATONAH MUSEUM OF ART KATO 9142329555 134 JAY STREET KATONAH NY 10536 MICHAEL GITLITZ INTERIM EXECUTIVE DIRECTOR 9142329555 2022-03-31 1 MICHAEL GITLITZ 999009999 SCOTT M BRENNER P01247233 9145249000 2022-03-31 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z LESLIE GRIESBACH SCHULTZ 134 JAY STREET KATONAH NY 10536 5668864 0 X WWW.KATONAHMUSEUM.ORG X 1957 NY PROMOTES THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. 16 16 31 60 0 0 973067 1005140 138823 189096 369632 1281304 30603 96734 1512125 2572274 2250 0 0 0 895005 1043674 0 0 280075 910123 797431 1807378 1841105 -295253 731169 6083635 6917028 324029 396635 5759606 6520393 X THE KATONAH MUSEUM OF ART PROMOTES THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. THE MUSEUM PRESENTS EXHIBITIONS THAT EXPLORE IDEAS ABOUT ART, CULTURE AND SOCIETY - PAST AND PRESENT - THROUGH INNOVATIVE EXHIBITION AND EDUCATION PROGRAMS. 0 0 649717 91050 EXHIBITIONS: DURING THE YEAR FROM 7/1/20-6/30/21, WE PRESENTED 7 EXHIBITIONS THAT EXPLORED IDEAS ABOUT ART, CULTURE, AND SOCIETY - PAST AND PRESENT. THEY FULFILLED THE KMA'S PLEDGE TO PROMOTE THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. EXHIBITIONS INCLUDED: -BISA BUTLER: PORTRAITS -HANDS & EARTH: PERSPECTIVES ON JAPANESE CONTEMPORARY CERAMICS -THE ROTHKO ROOM (TWO SEPARATE INSTALLATIONS) -YOUNG ARTISTS 2021 -STILL/LIVE -BEATRICE SCACCIA: MY HOPE CHEST. 599617 98046 EDUCATION PROGRAMS: THE KMA'S EDUCATION DEPARTMENT DEVELOPS GROUP VISITS, SCHOOL PROGRAMS, EDUCATIONAL MATERIALS, FAMILY PROGRAMS AND COMMUNITY PARTNERSHIPS THAT MAKE THE KMA'S EXHIBITIONS ACCESSIBLE AND RELEVANT TO THE NEEDS AND INTERESTS OF DIVERSE AUDIENCES. THESE INITIATIVES SUPPORT AND SOLIDIFY THE KMA'S EDUCATION MISSION AS A "TEACHING MUSEUM." KMA'S EDUCATION PROGRAMS ARE PRESENTED AT THE MUSEUM, OFF-SITE AT LOCAL SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS, AND VIRTUALLY, REACHING MORE THAN 10,000 PARTICIPANTS IN 2020-2021. ACTIVITIES INCLUDE PROVIDING A FAMILY FRIENDLY, HANDS-ON LEARNING CENTER SPACE THAT IS TRANSFORMED SEASONALLY TO ALIGN WITH THE MAIN EXHIBITIONS; A ROBUST DOCENT TRAINING PROGRAM THAT PREPARES A ROSTER OF COMMUNITY VOLUNTEERS TO GIVE ADULT AND SCHOOL TOURS; EXHIBITION-BASED YOUTH, SCHOOL, AND FAMILY PROGRAMS; AN ANNUAL YOUNG ARTISTS HIGH SCHOOL EXHIBITION; MULTI-SESSION PARTNERSHIP PROGRAMS WITH SCHOOLS AND COMMUNITY-SERVICE ORGANIZATIONS. EXAMPLES OF THESE PROGRAMS INCLUDE THINKING THROUGH THE ARTS A WRITING, DANCE AND ART PROGRAM OFFERED TO STUDENTS GRADES 2-6, KMA TEEN COUNCIL IN WHICH HIGH SCHOOL STUDENTS PRODUCE EVENTS FOR THEIR PEERS; AND ARTE JUNTOS/ART TOGETHER A BILINGUAL ART AND LITERACY PROGRAM FOR LATINO FAMILIES. THE KMA'S EDUCATION DEPARTMENT ALSO CONDUCTS PROFESSIONAL DEVELOPMENT FOR EDUCATORS. ADULT PROGRAMS: THE MUSEUM PROVIDES A CONTINUAL RESOURCE AND OPPORTUNITY FOR LIFE-LONG LEARNING. WE OFFER FREE GUIDED TOURS DAILY WHEN THE MUSEUM IS OPEN AS WELL AS GROUP TOURS TO ORGANIZED GROUPS SUCH AS ASSISTED LIVING FACILITIES, COMMUNITY-BASED ORGANIZATIONS, AND CLUBS. IN ADDITION, VIRTUAL TOURS ARE PRESENTED THROUGHOUT THE YEAR. ARTIST TALKS, PANEL DISCUSSIONS, CURATOR-LED TOURS, AND ADULT ART-MAKING WORKSHOPS ARE OFFERED VIRTUALLY AND IN-PERSON IN CONNECTION WITH EACH EXHIBITION. AT OUR MONTHLY SENIOR SOCIALS AN EXPERT DOCENT SHARES IN-DEPTH INFORMATION ABOUT EXHIBITIONS, ARTISTS, AND IDEAS FOLLOWED BY SOCIALIZING AMONG THE PARTICIPANTS. DURING THE SUMMER, EVENING COMMUNITY EVENTS TAKE PLACE IN OUR SCULPTURE GARDEN WHICH INCLUDE MUSIC PERFORMANCES, COMPLIMENTARY REFRESHMENTS, AND FOOD TRUCKS. THE MUSEUM ALSO OFFERS EXPERT-LED DAY TRIPS TO VISIT ARTIST STUDIOS AND EXPLORE OTHER CULTURAL INSTITUTIONS. 40442 RETAIL SALES AND VARIOUS REFUNDS/CREDITS. 40442 1249334 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 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 16 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X LESLIE GRIESBACH SCHULTZ INTERIM EXECUTIVE DIRECTOR 9142329555 134 JAY STREET KATONAH NY 10536 AMY PARSONS TRUSTEE 1.00 X 0 0 0 ANDREW MICHAEL DAVIES TREASURER 1.00 X X 0 0 0 CHRIS BURDICK TRUSTEE 1.00 X 0 0 0 CRAIG CULVER TRUSTEE (OUTGOING) 1.00 X 0 0 0 CRAIG INTINARELLI VICE PRESIDENT 1.00 X X 0 0 0 DEBORAH MULLIN PRESIDENT (OUTGOING) 15.00 X X 0 0 0 ELLEN GRIMES TRUSTEE 1.00 X 0 0 0 GAIL BRYAN TRUSTEE 1.00 X 0 0 0 JAMES SNYDER TRUSTEE 1.00 X 0 0 0 JEANNE MARKEL SECRETARY 1.00 X X 0 0 0 JERRY PINKNEY TRUSTEE 1.00 X 0 0 0 LA RUTH HACKNEY GRAY TRUSTEE 1.00 X 0 0 0 MARILYN D GLASS TRUSTEE (OUTGOING) 1.00 X 0 0 0 MARYANN CARR TRUSTEE 1.00 X 0 0 0 NANCY SCHERL TRUSTEE 1.00 X 0 0 0 ROBIN SIMON TRUSTEE (OUTGOING) 1.00 X 0 0 0 SHARON CAVAGNOLO TRUSTEE 1.00 X 0 0 0 STANLEY KOGELMAN TRUSTEE (OUTGOING) 1.00 X 0 0 0 TARA CONIARIS TRUSTEE 1.00 X 0 0 0 THOMAS ROM TRUSTEE 1.00 X 0 0 0 VANESSA DIEBOLD TRUSTEE (OUTGOING) 1.00 X 0 0 0 VIDA FOUBISTER PRESIDENT 15.00 X X 0 0 0 WINTHROP CONRAD JR TRUSTEE (OUTGOING) 1.00 X 0 0 0 MICHAEL GITLITZ EXECUTIVE DIRECTOR 40.00 X 174043 0 2099 174043 0 2099 1 0 1 0 MAIER MARKEY & JUSTIC LLP 2 LYON PLACE WHITE PLAINS NY 10601 OUTSOURCED BUSINESS OFFICE 109033 1 129515 385651 489974 35770 1005140 ADMISSIONS & EXHIBITIONS 713990 91050 91050 MEMBERSHIP DUES 713990 76993 76993 EVENTS AND OTHER PROGRAM REVENUES 713990 21053 21053 189096 191346 191346 4158050 3068092 1089958 1089958 1089958 83550 129515 27258 56292 56292 24501 1240 23261 23261 OTHER INCOME 900099 17181 17181 17181 2572274 229538 0 1337596 174538 52361 34908 87269 708329 615920 86424 5985 7122 4214 501 2407 81970 46946 6461 28563 71715 41072 5654 24989 87350 49737 21702 15911 23356 23356 119694 68153 29739 21802 11978 3715 171 8092 152871 39512 58123 55236 35368 24758 10610 182117 154802 9103 18212 11773 10596 1177 EXHIBITION EXPENSES 72607 72607 MAINTENANCE & REPAIRS 67600 57460 10140 EDUCATION AND PGM. EXP. 31039 7481 13352 10206 SCHOLARSHIPS 1678 275 1403 1841105 1249334 311696 280075 248451 196373 359039 336255 1575 1575 23016 6118 4419785 3795543 755968 624242 4435865 5358041 255721 376833 4000 17591 6083635 6917028 79256 128725 73010 88499 157380 165820 14383 13591 324029 396635 X 471518 228646 5288088 6291747 5759606 6520393 6083635 6917028 731169 22581 7037 0 X X 0 1 X 1 0 X 1052282 1181464 1366537 973067 1005140 5578490 111516 74237 87835 169242 189096 631926 1163798 1255701 1454372 1142309 1194236 6210416 224545 253001 421104 188059 151198 1237907 0 224545 253001 421104 188059 151198 1237907 4972509 271176 136354 140124 169896 191346 908896 271176 136354 140124 169896 191346 908896 90806 214387 37353 30577 125232 498355 1525780 1606442 1631849 1342782 1510814 7617667 0.65280 0.67450 0.11930 0.08710 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2016 AMOUNT: $ 53,505. 2017 AMOUNT: $ 211,433. 2018 AMOUNT: $ 32,340. 2019 AMOUNT: $ -433. 2020 AMOUNT: $ 83,550. GROSS SALE OF INVENTORY - 2016 AMOUNT: $ 35,519. 2017 AMOUNT: $ 2,484. 2018 AMOUNT: $ 1,731. 2019 AMOUNT: $ 30,826. 2020 AMOUNT: $ 24,501. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 1,782. 2017 AMOUNT: $ 470. 2018 AMOUNT: $ 3,282. 2019 AMOUNT: $ 184. 2020 AMOUNT: $ 17,181. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5050596 1280529 260000 6071125 5295405 20055 264864 5050596 5431070 188753 324418 5295405 5232153 293904 94987 5431070 5305629 21689 484307 579472 5232153 1.00000 1 0 162567 162567 4128826 3706314 422512 64756 43980 20776 63636 45249 18387 624242 ALTERNATIVE INVESTMENTS 376833 F 376833 DUE TO KATONAH MUSEUM ARTIST ASSOCIATION 13591 13591 X 2577200 22581 7037 -1336 28282 2548918 23356 23356 2572274 1816413 0 1816413 23356 1336 24692 1841105 PART V, LINE 4: INCOME GENERATED FROM THE PERMANENTLY RESTRICTED NET ASSETS IS AVAILABLE TO SUPPORT SPECIAL PROGRAMS, EXHIBITIONS, AND EDUCATION ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS OF JUNE 30, 2021 AND 2020 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ('ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR THE ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -1,336. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 1,336. GALA 213065 129515 83550 4787 20671 1800 213065 129515 83550 4787 20671 1800 27258 56292 X 0 0 0 0 0 0 0 0 0 MICHAEL GITLITZ EXECUTIVE DIRECTOR 174043 0 0 0 0 0 2099 0 0 0 176142 0 0 0 X 6 35770 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IN COLUMN (B) IS THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: GLENMEDE PROCESSES AND SELLS NON-CASH CONTRIBUTIONS ON BEHALF OF THE MUSEUM. FORM 990, PART VI, SECTION A, LINE 3 THE SERVICES CUSTOMARILY PERFORMED BY MANAGEMENT WERE OUTSOURCED TO MAIER, MARKEY AND JUSTIC LLP. THEY WERE COMPENSATED $109,033 FOR THEIR SERVICES FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY MARKS PANETH, LLP. A PDF VERSION OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO EACH OFFICER AND DIRECTOR BEFORE THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM'S CONFLICT OF INTEREST POLICY IS STATED IN THE TRUSTEE HANDBOOK; ANY POTENTIAL CONFLICTS ARE DISCUSSED AND ADDRESSED BY THE FULL BOARD OF TRUSTEES AS NEEDED. STAFF AND BOARD ARE REQUIRED TO READ A CONFLICT OF INTEREST POLICY AND SIGN A RELATED DISCLOSURE FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND UNDERTAKES COMPARATIVE SALARY REVIEWS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.