2022-05-11T17:48:51-05:00 2021-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2020-07-01 943045948 CORPORATION OF THE FINE ARTS MUSEUMS CORP 4157508902 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 JASON SEIFER CFO 4157508902 2022-05-10 1 JASON SEIFER 999009999 TRACY S PAGLIA P00366884 2099556100 2022-05-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS CAMPBELL 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 35296720 0 X WWW.FAMSF.ORG X 1987 CA PROVIDE A RICH AND DIVERSIFIED EXPERIENCE OF ART AND CULTURE. 45 45 370 365 0 0 34001122 29170137 3755185 3015533 115520 -246042 1611319 1264605 39483146 33204233 506243 2094039 0 0 26129656 20179801 223105 206714 2367324 15937362 13103781 42796366 35584335 -3313220 -2380102 24448284 25314782 24163770 22125737 284514 3189045 X THE CORPORATION OF THE FINE ARTS MUSEUMS (COFAM) IS A NONPROFIT PUBLIC BENEFIT CORPORATION FORMED IN 1987 RESPONSIBLE TO OPERATE THE DE YOUNG MUSEUM AND THE LEGION OF HONOR AND TO RAISE AND MAINTAIN FUNDS FOR THE MUSEUMS' SUPPORT. COFAM CONDUCTS THIS WORK ON BEHALF OF THE FINE ARTS MUSEUM OF SAN FRANCISCO (FAMSF), WHICH IS A CHARITABLE TRUST DEPARTMENT OF THE CITY AND COUNTY OF SAN FRANCISCO (CITY). THE CITY OWNS THE LAND AND BUILDINGS IN WHICH THE MUSEUMS OPERATE, AND MOST OF THE COLLECTIONS, AND PROVIDES PARTIAL OPERATING SUPPORT THROUGH AN ANNUAL APPROPRIATION FOR THEIR CARE AND MAINTENANCE. COFAM ACCOMPLISHES THE MISSION OF FAMSF THROUGH EXHIBITION OF THE PERMANENT COLLECTIONS, SPECIAL EXHIBITIONS, SCHOLARLY PUBLICATIONS, EDUCATION PROGRAMS, CARE AND RESEARCH OF THE COLLECTIONS, AND PUBLIC PROGRAMS. 0 0 12288410 2749648 EXHIBITIONS - COFAM PRESENTED 11 EXHIBITIONS IN THE DE YOUNG AND LEGION OF HONOR DURING FYE JUNE 30, 2021. THIS WAS A DECREASE FROM THE PRIOR YEAR, LARGELY DUE TO THE MUSEUM'S COVID CLOSURE FOR ALMOST 6 MONTHS OF THE FISCAL YEAR AND REDUCED ATTENDANCE REQUIREMENTS. THE WIDE RANGE OF EXHIBITIONS REFLECTS THE ENCYCLOPEDIC NATURE OF THE MUSEUMS, AND INCLUDED: UNCANNY VALLEY: BEING HUMAN IN THE AGE OF AI; FRIDA KAHLO: APEARANCES CAN BE DECEIVING; DE YOUNG OPEN FEATURING UPCOMING BAY AREA ARTISTS; CALDER-PICASSO; LAST SUPPER IN POMPEII FROM THE TABLE TO THE GRAVE & WANGECHI MUTU: I'M SPEAKING ARE YOU LISTENING? THE MUSEUMS WELCOMED 303,000 GUESTS IN FISCAL 2021, WHICH WAS LOWER THAN THE PRIOR YEAR DUE TO EXTENDED COVID CLOSURES AND RELATED STATUTORY LIMITS ON ATTENDANCE DUE TO CITY REQUIREMENTS. 9784171 117659 COLLECTIONS RESEARCH, CARE AND CONSERVATION - COFAM'S STAFF INCLUDE CURATORS, REGISTRARS AND CONSERVATORS WHO HANDLE, RESEARCH AND CARE FOR THE CITY'S SIGNIFICANT PERMANENT COLLECTIONS HOUSED AND EXHIBITED AT THE DE YOUNG AND LEGION OF HONOR, AS WELL AS WORKS BORROWED FROM OTHER INSTITUTIONS AND PRIVATE COLLECTIONS FOR SPECIAL EXHIBITIONS. CARE AND RESEARCH EXTEND TO A ROBUST PROGRAM OF NEW ACQUISITIONS. 4176459 1605766 EDUCATION AND PUBLIC PROGRAMS - COFAM OFFERS AN EXTENSIVE ARRAY OF EDUCATION AND PUBLIC PROGRAMS, INCLUDING FREE SCHOOL GROUP VISITS AND PROGRAMMING, AND FAMILY PROGRAMS. WE PARTNER WITH COMMUNITY GROUPS, ADVISORS AND ARTISTS TO CREATE HIGH QUALITY AND RELEVANT PROGRAMS. WE ALSO PROVIDE EDUCATIONAL TRAINING, CLASSROOM MATERIALS AND CURRICULA, AND SUPPORT TO ART PROFESSIONALS, STUDENTS, RESEARCHERS, AND TEACHERS. COFAM CONTINUES TO INNOVATE ITS EDUCATION AND PUBLIC PROGRAMS TO ASSURE EVERYONE FEELS WELCOME AND COMFORTABLE AT THE MUSEUMS, AND ABLE TO ACCESS AND DIGEST INFORMATION IN A VARIETY OF WAYS. FOR INSTANCE, WITH THE EXHIBITION REVELATIONS: ART FROM THE AFRICAN AMERICAN SOUTH, EDUCATION STAFF EXPERIMENTED WITH OFFERING COMMUNITY VOICES IN THE GALLERIES, OFFERING DIVERSE INTERPRETATIONS OF THE WORKS AND A RICH OPPORTUNITY FOR COMMUNITY ENGAGEMENT. THE MUSEUMS OFFER FREE ACCESS TO SPECIAL EXHIBITIONS SEVERAL TIMES EACH YEAR ON ACCESS MONDAYS RESERVED FOR VISITORS WITH DISABILITIES. THESE PROGRAMS SERVE OVER 100,000 VISITORS EACH YEAR. 2094039 2094039 TRANSFER TO FINE ARTS MUSEUMS FOUNDATION 2094039 2094039 28343079 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 218 0 1 370 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X JASON SEIFER 4157503691 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 THOMAS CAMPBELL DIRECTOR OF MUSEUMS 40.00 5.00 X 698405 226478 59312 JASON SEIFER CHIEF FINANCIAL OFFICER 40.00 10.00 X 242308 0 44162 MEGAN A BOURNE CHIEF OF STAFF 40.00 0.00 X 222404 0 39622 AMANDA RILEY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 203497 0 24222 TIMOTHY BURGARD DISTINGUISHED SENIOR CURATOR 40.00 0.00 X 191586 0 29524 KRISTA BRUGNARA DIRECTOR OF EXHIBITIONS 40.00 0.00 X 196908 0 21374 LINDA BUTLER DIRECTOR OF MARKETING/COMMUNICATION 40.00 0.00 X 200308 0 16997 PATRICIA LACSON DIRECTOR OF FACILITIES 40.00 0.00 X 186316 0 29180 SUSAN MCCONKEY CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 190731 0 10956 STUART HATA DIRECTOR OF RETAIL OPERATIONS 40.00 0.00 X 159272 0 35371 SHARON YENCHARIS DIRECTOR OF INFO TECH (THRU 9/20) 40.00 0.00 X 164608 0 16040 JASON MOMENT CHAIR 1.00 1.00 X X 0 0 0 DIANE B WILSEY CHAIR EMERITA 1.00 1.00 X X 0 0 0 JACK CALHOUN VICE CHAIR 1.00 0.00 X X 0 0 0 CARL PASCARELLA VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID FRAZE TREASURER 1.00 0.00 X X 0 0 0 ALEXANDRIA J ASHDOWN TRUSTEE 1.00 1.00 X 0 0 0 JANET BARNES TRUSTEE 1.00 0.00 X 0 0 0 SHARON BELL TRUSTEE 1.00 0.00 X 0 0 0 ZACHARY S BOGUE TRUSTEE 1.00 0.00 X 0 0 0 CAROL N BONNIE TRUSTEE 1.00 0.00 X 0 0 0 DAVID CHUNG TRUSTEE 1.00 0.00 X 0 0 0 KATHERINE HARBIN CLAMMER TRUSTEE 1.00 0.00 X 0 0 0 BELVA DAVIS TRUSTEE (THRU 7/20) 1.00 0.00 X 0 0 0 JULIET DE BAUBIGNY TRUSTEE 1.00 0.00 X 0 0 0 DENISE FITCH TRUSTEE (THRU 4/21) 1.00 0.00 X 0 0 0 FRANKIE JACOBS GILLETTE TRUSTEE 1.00 0.00 X 0 0 0 MAX GLYNN TRUSTEE 1.00 0.00 X 0 0 0 WHEELER S GRIFFITH TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA FRY GUNN TRUSTEE 1.00 0.00 X 0 0 0 LAUREN HALL TRUSTEE 1.00 0.00 X 0 0 0 LUCY YOUNG HAMILTON TRUSTEE 1.00 0.00 X 0 0 0 HOLLY JOHNSON HARRIS TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM R HEARST TRUSTEE 1.00 1.00 X 0 0 0 GEORGE HECKSHER TRUSTEE 1.00 1.00 X 0 0 0 DEBBIE JORGENSEN TRUSTEE 1.00 1.00 X 0 0 0 CARL KAWAJA TRUSTEE 1.00 0.00 X 0 0 0 GRETCHEN B KIMBALL TRUSTEE 1.00 0.00 X 0 0 0 YASUNOBU KYOGOKU TRUSTEE 1.00 0.00 X 0 0 0 KATHRYN LASATER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL LINN TRUSTEE 1.00 0.00 X 0 0 0 LESHELLE MAY TRUSTEE 1.00 1.00 X 0 0 0 AMY MCKNIGHT TRUSTEE (THRU 3/21) 1.00 0.00 X 0 0 0 BRYAN MEEHAN TRUSTEE 1.00 0.00 X 0 0 0 LORNA F MEYER TRUSTEE 1.00 5.00 X 0 0 0 VALERIE COLEMAN MORRIS TRUSTEE 1.00 0.00 X 0 0 0 LYNN ANDERSON POOLE TRUSTEE 1.00 0.00 X 0 0 0 HEATHER PRESTON TRUSTEE 1.00 0.00 X 0 0 0 LISA SARDEGNA TRUSTEE 1.00 0.00 X 0 0 0 RICHARD SCHELLER TRUSTEE 1.00 0.00 X 0 0 0 GARY SHANSBY TRUSTEE (THRU 2/21) 1.00 1.00 X 0 0 0 DAVID SHIMMON TRUSTEE 1.00 0.00 X 0 0 0 DAVID SOWARD TRUSTEE 1.00 1.00 X 0 0 0 DAVID SPENCER TRUSTEE 1.00 0.00 X 0 0 0 JEANA TONEY TRUSTEE 1.00 0.00 X 0 0 0 MARVIN TSEU TRUSTEE 1.00 1.00 X 0 0 0 PAUL A VIOLICH TRUSTEE 1.00 1.00 X 0 0 0 DAVID WADHWANI TRUSTEE 1.00 0.00 X 0 0 0 MARIANA GANTUS WALL TRUSTEE 1.00 0.00 X 0 0 0 LISA ZANZE TRUSTEE 1.00 0.00 X 0 0 0 2656343 226478 326760 45 0 1 0 ATTAIN LLC 1600 TYSONS BLVD STE 1400 MC LEAN VA 22102 IT CONSULTING 541785 ONE RHYTHM LLC 414 1ST STREET 6 SONOMA CA 95476 MEMBERSHIP CAMPAIGNS CONSULTING 370749 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891822 AUDIT & TAX PROFESSIONALS 255880 MIKE WILLIAMS DRYWALL 2223 HEARN AVE SANTA ROSA CA 95407 CONSTRUCTION 166246 THE LUKENS CO 2800 SHIRLINGTON ROAD 9TH FLOOR ARLINGTON VA 22206 MAILHOUSE SERVICE 164381 5 9624495 777645 3093037 15674960 982309 29170137 ADMISSIONS & EVENTS 713990 2749648 2749648 LECTURES, TOURS, PUBLICATIONS 713990 265885 265885 3015533 16191 16191 20750 96088 -75338 -75338 -75338 3192 0 265425 3192 -265425 -262233 -262233 100069 777645 286472 -186403 -186403 73435 4629 68806 68806 2897413 1439873 1457540 1457540 33204233 4473073 0 -438977 2094039 2094039 1928418 1112908 587158 228352 13175370 10128415 1873346 1173609 713962 577725 109721 26516 2894855 2419349 328094 147412 1467196 1121223 209385 136588 367082 367082 108800 108800 206714 206714 2768986 2330881 358148 79957 392065 391765 300 1685073 1536183 52631 96259 749553 577156 119928 52469 1589341 1489266 38546 61529 126393 97146 22548 6699 99695 13700 11058 74937 49893 49893 633861 633861 294349 2050 292299 EQUIPMENT RENTAL & MAIN 1465612 1144356 260003 61253 PARTICIPATION FEES 1331116 1331116 SHIPPING 1129127 1103467 10630 15030 312835 238473 74362 35584335 28343079 4873932 2367324 8699094 2418556 6234730 12894374 3736780 4767576 982701 1810302 1335345 722059 1096090 1213188 9964565 8475838 2363544 1488727 24448284 25314782 3735384 5323810 2459333 2554260 4150800 6150800 13818253 8096867 24163770 22125737 X -15166718 -13909698 15451232 17098743 284514 3189045 24448284 25314782 X -2380102 -8687 5293320 X 0 1 X 1 0 X 34383359 38121800 47078047 34001122 29170137 182754465 14021024 14931624 16044378 16726272 17311267 79034565 48404383 53053424 63122425 50727394 46481404 261789030 40388783 221400247 1185153 876732 1186992 715629 36941 4001447 0 0 53694 0 0 53694 265844171 58842586 0.83280 0.82150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0.00000 0.00000 0.00000 1 932729 592660 340069 7077604 6132213 945391 1954232 1750965 203267 1488727 AGENCY FUNDS 1414924 ACCRUED PENSION LIABILITY 6681943 8096867 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR UNRESTRICTED AND RESTRICTED OPERATIONAL PURPOSES INCLUDING CURATORIAL, CONSERVATION, EDUCATIONAL, EXHIBITION AND COLLECTION SUPPORT. ASSETS ARE HELD BY FINE ARTS MUSEUM FOUNDATION, A RELATED ORGANIZATION. PART X, LINE 2: COFAM HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD TO THE EFFECT THAT IT QUALIFIES AS A TAX-EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAX CODE, RESPECTIVELY. ACCORDINGLY, THE PRIMARY OPERATIONS OF COFAM ARE CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITION AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. X X X X X X X 1 THE LUKENS CO 2800 SHIRLINGTON ROAD 9TH FLOOR ARLINGTON VA 22206 TELEMARKETING 0 3948021 164381 3783640 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 0 96468 42333 54135 4044489 206714 3837775 CA BTA 434652 373402 61250 957 66629 16836 97982 DE YOUNSTERS ART PARTY 443062 404243 38819 5915 98153 877714 777645 100069 957 66629 22751 196135 286472 -186403 73435 4629 1 1.00000 73435 4629 4629 68806 CA 1 0 0 0 1.00000 0.00000 LAURIE SCHRAM 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 0 CARRIE MONTGOMERY 0 EMPLOYEE WHO OVERSEES THE BOUQUETS TO ART ANNUAL EVENT AND FUNDRAISER WHICH INCLUDES A SMALL RAFFLE. X 0 0 1 FINE ARTS MUSEUMS FOUNDATION 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 946096509 501(C)(3) 2094039 FMV OPERATIONAL SUPPORT 1 0 PART I, LINE 2: GRANTS FUNDS ARE RELEASED ONCE EXPENDITURES HAVE BEEN INCURRED BY THE RECIPIENT ORGANIZATION. THOSE EXPENDITURES HAVE TO MEET THE DONOR-IMPOSED RESTRICTIONS PRIOR TO RELEASE. X X X X X 0 0 0 0 0 0 0 0 0 THOMAS CAMPBELL DIRECTOR OF MUSEUMS 698405 226478 0 0 0 0 9012 0 910 49390 708327 275868 0 0 JASON SEIFER CHIEF FINANCIAL OFFICER 242308 0 0 0 0 0 11423 0 32739 0 286470 0 0 0 MEGAN A BOURNE CHIEF OF STAFF 222404 0 0 0 0 0 15568 0 24054 0 262026 0 0 0 AMANDA RILEY DIRECTOR OF DEVELOPMENT 203497 0 0 0 0 0 0 0 24222 0 227719 0 0 0 TIMOTHY BURGARD DISTINGUISHED SENIOR CURATOR 178962 0 12624 0 0 0 12527 0 16997 0 221110 0 0 0 KRISTA BRUGNARA DIRECTOR OF EXHIBITIONS 183933 0 12975 0 0 0 12875 0 8499 0 218282 0 0 0 LINDA BUTLER DIRECTOR OF MARKETING/COMMUNICATION 200308 0 0 0 0 0 0 0 16997 0 217305 0 0 0 PATRICIA LACSON DIRECTOR OF FACILITIES 174039 0 12277 0 0 0 12183 0 16997 0 215496 0 0 0 SUSAN MCCONKEY CHIEF ADMINISTRATIVE OFFICER 190731 0 0 0 0 0 0 0 10956 0 201687 0 0 0 STUART HATA DIRECTOR OF RETAIL OPERATIONS 159272 0 0 0 0 0 11149 0 24222 0 194643 0 0 0 SHARON YENCHARIS DIRECTOR OF INFO TECH (THRU 9/20) 164608 0 0 0 0 0 3787 0 12253 0 180648 0 0 0 X 28 982309 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS AND APPROVES THE COMPLETED TAX RETURN THAT IS PREPARED BY MOSS ADAMS. A FINAL DRAFT OF THE FORM 990 IS EMAILED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FINE ARTS MUSEUMS OF SAN FRANCISCO (FAMSF) FUNCTIONS AS A DEPARTMENT OF THE CITY AND COUNTY OF SAN FRANCISCO AND IS SUBJECT TO CITY POLICY REGULATIONS, INCLUDING THE FILING OF ANNUAL STATEMENTS OF ECONOMIC INTERESTS WITH THE ETHICS COMMISSION. THIS REQUIREMENT APPLIES TO TRUSTEES AND KEY CITY EMPLOYEES, INCLUDING THE DIRECTOR OF MUSEUMS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE DIRECTOR OF MUSEUMS WAS REVIEWED BY A COMPENSATION SURVEY AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE COMBINED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUSEUMS' WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST THROUGH THE ADMINISTRATIVE OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY 5,293,320. FINE ARTS MUSEUMS FOUNDATION 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 946096509 SEE PART VII CA 501(C)(3) LINE 12 1 THE FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 946000417 SEE PART VII CA 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 FINE ARTS MUSEUMS FOUNDATION B 2094039 FMV FINE ARTS MUSEUMS FOUNDATION C 3093037 FMV PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: FINE ARTS MUSEUMS FOUNDATION PRIMARY ACTIVITY: MANAGEMENT OF ENDOWMENT AND ART ACQUISITION FUNDS FOR THE FINE ARTS MUSEUMS OF SAN FRANCISCO. PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: THE FINE ARTS MUSEUMS OF SAN FRANCISCO PRIMARY ACTIVITY: THE CITY AND COUNTY OF SAN FRANCISCO OWNS THE MUSEUMS' BUILDINGS AND MOST OF THE COLLECTIONS AND PROVIDES AN ANNUAL APPROPRIATION FOR SECURITY, CARE AND MAINTENANCE OF THE COLLECTIONS AND FACILITIES.