2022-12-01T18:07:38-06:00 2022-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2021-07-01 330717157 LAGUNA ART MUSEUM LAGU 9494948971 307 CLIFF DRIVE LAGUNA BEACH CA 92651 JULIE PERLIN LEE EXECUTIVE DIRECTOR 9494948971 2022-12-01 1 JULIE PERLIN LEE 999009999 JULIE INCORVINA CPA CFE P00434320 9497531514 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JULIE PERLIN LEE 307 CLIFF DRIVE LAGUNA BEACH CA 92651 3033160 0 X LAGUNAARTMUSEUM.ORG X 1996 CA TO PROMOTE THE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION. 20 19 45 50 0 0 2099348 1750338 310405 448653 167161 68493 652998 609112 3229912 2876596 0 0 0 0 1206699 1174310 0 0 314842 1078967 1543988 2285666 2718298 944246 158298 6141478 5795493 501235 223428 5640243 5572065 X THE MUSEUM'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE THE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICN CULTURE THROUGH COLLECT, EXHIBITION, RESEARCH, AND INSTRUCTION. THE FOCUS OF THE ORGANIZATION COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKS FROM THE 19TH, 20TH AND 21ST CENTURIES. 0 0 1303415 448653 THE MUSEUM IS A NONPROFIT CALIFORNIA CORPORATION INCORPORATED ON JULY 22, 1996. AS AN AMERICAN ART MUSEUM WITH A SPECIAL FOCUS ON THE ART OF CALIFORNIA, ITS PURPOSE IS TO PROMOTE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. THE FOCUS OF THE MUSEUM COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKDS FROM THE 19TH AND 20TH CENTURIES WITH AN EMPHASIS OF THE 20TH CENTURY. 1303415 1 1 0 0 0 0 0 1 0 1 1 0 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 0 0 0 0 0 0 0 0 0 1 26 0 45 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 CA X X CAPATA 9493640334 28202 CABOT RD SUITE 525 LAGUNA NIGUEL CA 92677 EMIL MONDA TREASURER 1.00 X X 0 0 0 ROBERT BRAUN SECRETARY 1.00 X 0 0 0 LITA ALBUQUERQUE TRUSTEE 1.00 X 0 0 0 RICK BALZAR TRUSTEE 1.00 X 0 0 0 LORI BASSMAN TRUSTEE 1.00 X 0 0 0 ROBERT CHAPMAN TRUSTEE 1.00 X 0 0 0 KEITH COLESTOCK TRUSTEE 1.00 X 0 0 0 BETSY JENKINS TRUSTEE 1.00 X 0 0 0 GREG MACGILLIVRAY TRUSTEE 1.00 X 0 0 0 CARLA MEBERG TRUSTEE 1.00 X 0 0 0 TIARE MEEGAN TRUSTEE 1.00 X 0 0 0 KAIRA ROUDA TRUSTEE 1.00 X 0 0 0 KRISTIN SAMUELIAN TRUSTEE 1.00 X 0 0 0 STEVEN SAMUELIAN TRUSTEE 1.00 X 0 0 0 ELIE WEAVER TRUSTEE 1.00 X 0 0 0 BOB WHALEN TRUSTEE 1.00 X 0 0 0 MIKE JOHNSON TRUSTEE 1.00 X 0 0 0 SUSAN PICKLE TRUSTEE 1.00 X 0 0 0 WENDY AIRD TRUSTEE 1.00 X 0 0 0 JOE HANAUER CHAIRMAN 1.00 X X 0 0 0 KEN KAPLAN TRUSTEE 1.00 X 0 0 0 RICHARD MALCOLM TRUSTEE 1.00 X 0 0 0 TOM PAPA TRUSTEE 1.00 X 0 0 0 JULIE PERLIN LEE EXECUTIVE DIRECTOR 40.00 X 73644 0 233 73644 0 233 0 1 0 0 0 123392 285540 1341406 1750338 HOTEL ASSESSMENT 721110 276915 276915 ADMISSION 713990 171738 171738 448653 45017 45017 111271 87795 23476 23476 23476 403487 27413 376074 376074 103689 41356 62333 62333 EMPLOYEE RETENTION TAX 158782 158782 OTHER 11923 11923 170705 2876596 750184 0 376074 X 185000 185000 908517 696699 190256 21562 80793 52692 26625 1476 742349 253086 323615 165648 3882 280 3602 39695 24362 8188 7145 109494 3414 106080 50915 9155 41760 ARTIST COMMISSION 92682 17287 75395 SUPPLIES 86641 64061 14259 8321 UTILITIES 76935 900 76035 STORAGE RENTAL 69912 69912 271483 111847 127943 31693 2718298 1303415 1100041 314842 673582 761988 155420 0 13510 622 9491 16712 10643 4520019 2064356 2542386 2455663 2752756 2541892 0 2306 6141478 5795493 107269 120832 260540 0 133426 102596 501235 223428 X 2278300 2111730 3361943 3460335 5640243 5572065 6141478 5795493 158298 -226475 0 X 0 1 X 1 0 X 1807100 1828340 1892241 2099348 1750338 9377367 1807100 1828340 1892241 2099348 1750338 9377367 2858083 6519284 130673 77572 48496 32216 42879 331836 9709203 0.67150 0.65500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2702339 171671 -208045 -58310 -25911 2581744 1820938 664296 395396 178291 2702339 1536875 347521 35129 98587 1820938 1283662 254000 68789 69576 1536875 1189601 105826 11765 1283662 1.00000 1 0 780000 780000 1713000 926247 786753 1360773 601924 758849 666246 536185 130061 2455663 DEFERRED COMPENSATION OBLIGATION 102596 102596 X 2650121 -226475 1 -226474 2876595 0 2876595 2718299 1 1 2718298 0 2718298 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ART OBJECTS PURCHASED OR DONATED TO THE ORGANIZATION ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION'S ART COLLECTION IS MADE UP OF ART OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASED COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNDESIGNATED NET ASSETS WITHOUT DONOR RESTRICTIONS WHEN PURCHASED. CONTRIBUTED COLLECTION ITEMS ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. DEACCESSION PROCEEDS ARE REQUIRED BY THE ORGANIZATION'S POLICY TO BE APPLIED TO THE ACQUISITION OF WORKS OF ART FOR THE PERMANENT COLLECTION. PART III, LINE 4: THE MUSEUM IS A NONPROFIT CALIFORNIA CORPORATION INCORPORATED ON JULY 22, 1996. AS AN AMERICAN ART MUSEUM WITH A SPECIAL FOCUS ON THE ART OF CALIFORNIA, ITS PURPOSE IS TO PROMOTE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. THE FOCUS OF THE MUSEUM COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKS FROM THE 19TH AND 20TH CENTURIES WITH AN EMPHASIS ON THE 20TH CENTURY. PART V, LINE 4: THE FUND IS RETAINED IN PERPETUITY. PART X, LINE 2: GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ART AUCTION 344630 344630 135107 GALA 58857 58857 27413 45832 1 21354 403487 403487 27413 202293 229706 173781 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEVEN AND KRISTEN SAMUELIAN ARE HUSBAND AND WIFE. JOE AND JANE HANAUER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS FORM 990 AND PROVIDES IT TO THE TREASURER AND BOARD CHAIR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND COMPARED WITH PAY RATE DATA FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 253,086. MANAGEMENT AND GENERAL EXPENSES 323,615. FUNDRAISING EXPENSES 165,648. TOTAL EXPENSES 742,349.