2021-04-01T18:20:30-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR & CEO 5103188551 2021-03-29 1 KATY BROWN P00650274 9257902600 2021-03-29 2019 2022-09-23 18:48:47Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 47025433 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 36 36 189 360 -85852 -85852 23330218 19050336 2787419 2315586 2579566 21102 218402 325426 28915605 21712450 0 2353344 0 0 9196354 10030799 0 3250 1735188 7310789 8493104 16507143 20880497 12408462 831953 64654960 69568610 1954442 7403385 62700518 62165225 X THE MUSEUM'S MISSION IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLIC DIALOGUE, WE INSPIRE PEOPLE OF ALL AGES AND BACKGROUNDS TO THINK CREATIVELY AND CRITICALLY ABOUT THE NATURAL, ARTISTIC, AND SOCIAL FORCES THAT CHARACTERIZE OUR STATE AND INFLUENCE ITS RELATIONSHIP TO THE WORLD. 0 0 6134735 2353344 35069 COLLECTIONS AND FACILITIES MANAGEMENT:THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) HAS LEASE AND GRANT AGREEMENTS IN PLACE WITH THE CITY OF OAKLAND TO CONSERVE, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETIVE EXPERTISE IN SUPPORT OF THE CITY OF OAKLAND'S MUSEUM COLLECTIONS, WHICH MAKE UP THE TOTALITY OF THE MUSEUM'S COLLECTION, AND TO MANAGE AND MAINTAIN THE CITY'S HISTORIC BRUTALIST BUILDING AND GARDENS OVER SEVEN ACRES AT 1000 OAK STREET AND ITS COLLECTIONS WAREHOUSE IN OAKLAND, CA. THE MUSEUM'S COLLECTIONS ARE THE MOST COMPLETE RESOURCE ON CALIFORNIA'S NATURAL, ARTISTIC, AND SOCIAL HISTORY ANYWHERE IN THE STATE AND ARE HELD IN PUBLIC TRUST BY THE CITY OF OAKLAND AS ONE OF THE CITY'S MOST VALUABLE ASSETS FOR THE PUBLIC GOOD. OMCA MAINTAINS THE MUSEUM'S ACCREDITATION WITH THE AMERICAN ALLIANCE OF MUSEUMS (AAM) ON BEHALF OF THE CITY OF OAKLAND. OTHER ACTIVITIES THAT OMCA PERFORMS RELATED TO THE CITY OF OAKLAND'S COLLECTIONS INCLUDE:- OVERSEE ACQUISITION, CATALOGUING, STORAGE RESEARCH, AND CARE FOR THE CITY OF OAKLAND'S MUSEUM COLLECTIONS- MAKE COLLECTIONS AVAILABLE THROUGH EXHIBITION, LOANS TO OTHER INSTITUTIONS, AND ONLINE PRESENTATION- UNDERTAKE PRESERVATION, SECURITY, AND CONSERVATION EFFECTS FOR COLLECTIONSOMCA ALSO MAINTAINS THE BUILDING AND SEVEN ACRES OF GROUNDS AND GARDENS ON BEHALF OF THE CITY OF OAKLAND. THE MUSEUM'S TERRACED ROOF GARDENS AND CENTRAL COURTYARD, DESIGNED BY NOTED LANDSCAPE ARCHITECT DAN KILEY, SERVE AS A VILLAGE GREEN FOR OAKLAND RESIDENTS AND VISITORS FROM THE BAY AREA AND BEYOND. THROUGH PREDOMINANTLY PRIVATELY FINANCED FUNDS, OMCA BROKE GROUND ON RENOVATIONS TO THE MUSEUM'S CAMPUS IN FY20, INCLUDING A NEW, DIRECT ENTRANCE FROM OAKLAND'S LAKE MERRITT, UPGRADES AND IMPROVED ACCESS TO OUR CAF, AND REFRESHED GARDENS COMPLETE WITH NEW NATIVE PLANTINGS AND A PERMANENT STAGE FOR INCREASED OUTDOOR PROGRAMMING. THIS RENOVATION WILL HELP OMCA TO EXPAND ITS ROLE AS A PUBLIC GATHERING PLACE, OFFERING EVEN GREATER AMENITIES TO SERVE AS OAKLAND'S TOWN SQUARE. THESE IMPROVEMENTS WILL HELP US BETTER SHARE OUR SPACE WITH OAKLAND, PROVIDING OPPORTUNITIES FOR MORE DYNAMIC PROGRAMS AND COMMUNITY EVENTS, CREATING IMPROVED EASE OF ACCESS TO THE GARDENS, CAF, AND GALLERIES THROUGH ADDITIONAL ADA-ACCESSIBLE RAMPS AND CAMPUS WAYFINDING. CONSTRUCTION IS EXPECTED TO BE COMPLETED BY SPRING 2021. 6687731 2153077 CORE GALLERIES AND SPECIAL EXHIBITIONS:OMCA IS THE MOST COMPLETE REPOSITORY OF CALIFORNIA'S CULTURAL AND ENVIRONMENTAL HERITAGE IN NORTHERN CALIFORNIA. OMCA IS CONTINUALLY CHANGING ITS THREE COLLECTION GALLERIES (ART, HISTORY, NATURAL SCIENCES) AND HOSTS SEVERAL TEMPORARY EXHIBITIONS EACH YEAR. OMCA PRESENTED A RANGE OF EXHIBITIONS IN FY20, SERVING 261,000 VISITORS ONSITE, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED "QUEER CALIFORNIA: UNTOLD STORIES," "NO SPECTATORS: THE ART OF BURNING MAN, AND "EL MOVIMIENTO VIVO! CHICANO ROOTS OF EL DA DE LOS MUERTOS". THE MUSEUM'S GALLERY OF CALIFORNIA ART EXHIBITS WORKS OF ALL DISCIPLINES, INCLUDING PAINTING, SCULPTURE, PHOTOGRAPHY, CRAFT, CONCEPTUAL WORK, AND NEW MEDIA, AS WELL AS DOCUMENTARY MATERIALS SUCH AS ARTISTS' TOOLS, SKETCHBOOKS, SCRAPBOOKS, AND OTHER EPHEMERA. ORGANIZED THEMATICALLY, THE GALLERY HIGHLIGHTS CALIFORNIA LAND, CALIFORNIA PEOPLE, AND CALIFORNIA CREATIVITY SUCH THAT VISITORS SEE WORKS IN DIFFERENT MEDIA AND FROM DIFFERENT PERIODS SIDE BY SIDE, INSPIRING NEW WAYS OF LOOKING AT CALIFORNIA'S VISUAL EXPRESSION. THE MUSEUM'S GALLERY OF CALIFORNIA HISTORY PRESENTS THE THEME "COMING TO CALIFORNIA" TO EMPHASIZE THE PROFOUND CIVIC ENGAGEMENT OF THOSE WHO LIVE HERE, BEGINNING WITH INDIGENOUS PEOPLES. VISITORS TRACE THE WAYS CALIFORNIANS HAVE FORGED RELATIONSHIPS WITH EACH OTHER, THE ENVIRONMENT, AND THE WORLD THROUGH ARTIFACTS AND STORIES. THE MUSEUM'S GALLERY OF CALIFORNIA NATURAL SCIENCES FEATURES SEVEN PLACES THROUGHOUT CALIFORNIA THAT DEPICT THE STATE'S DIVERSITY OF CLIMATE, GEOLOGY, HABITATS, ECOSYSTEMS, AND WILDLIFE, WHILE EXPLORING CURRENT RESEARCH, CONTEMPORARY ISSUES OF LAND USE, ENVIRONMENTAL CONFLICT, AND CONSERVATION PROJECTS.THE MUSEUM MEASURES ITS SUCCESS IN TERMS OF NUMBER OF VISITORS AND MEMBERS; CONTRIBUTIONS TO THE MUSEUM FIELD AND SCHOLARSHIP IN CALIFORNIA ART, HISTORY, AND NATURAL SCIENCES; CRITICAL AND MEDIA RESPONSE TO EXHIBITIONS; AND VISITOR COMMENTS AND FEEDBACK. THE MUSEUM UNDERTAKES EXTENSIVE VISITOR EVALUATION TO MEASURE THE IMPACT OF ITS PROGRAMMING ON BOTH INDIVIDUAL AUDIENCE MEMBERS AND ON THE COMMUNITY AT LARGE. 1801186 99293 EDUCATIONAL AND COMMUNITY PROGRAMS:OMCA AUDIENCES ARE FAMILIES, ADULTS, STUDENTS, AND LIFELONG LEARNERS. WHILE THE VISION FOR ENGAGEMENT EMBRACES ALL MUSEUM AUDIENCES AND PARTICIPANTS, OMCA'S TARGET AUDIENCES ARE ADULTS AND FAMILIES WHO LIVE IN THE MOST IMMEDIATE NEIGHBORHOODS ADJACENT TO THE MUSEUM. THESE INDIVIDUALS ARE RESIDENTS OF THE CHINATOWN, FRUITVALE, SAN ANTONIO, UPTOWN AND WEST OAKLAND NEIGHBORHOODS, WHICH ARE AMONG OAKLAND'S MOST CULTURALLY AND ECONOMICALLY DIVERSE REGIONS, CHARACTERIZED BY A SIGNIFICANT PROPORTION OF MULTI-RACIAL AND MULTI-GENERATIONAL FAMILIES. THE MEDIAN HOUSEHOLD INCOME OF THE MUSEUM'S IMMEDIATE NEIGHBORHOODS IS $31,097.APPROXIMATELY 90% OF THE MUSEUM'S VISITORS ARE RESIDENTS OF THE SAN FRANCISCO BAY AREA. OMCA IS PART OF A GROWING ECOSYSTEM SUPPORTING THE ARTS IN OAKLAND, ACTIVELY ENGAGING CONTEMPORARY ART TO ACCOMPLISH ITS MISSION. OMCA CREATES TRANSFORMATIVE EXPERIENCES THAT HAVE REAL MEANING IN THE LIVES OF OUR VISITORS. THE MUSEUM'S ABILITY TO COMMUNICATE THE PERSONAL RELEVANCE OF THESE EXPERIENCES ATTRACTS AUDIENCES THAT REFLECT THE CHANGING DEMOGRAPHICS OF CALIFORNIA AND THE EXTRAORDINARILY DIVERSE COMMUNITY OF OAKLAND AND THE BAY AREA. OMCA'S COMMUNITY ENGAGEMENT APPROACHES ARE DESIGNED TO BE ACCESSIBLE TO ALL ETHNIC COMMUNITIES AND TO REFLECT MANY CULTURAL TRADITIONS, WITH AN EMPHASIS ON TRADITIONS PRACTICED BY THE HIGHEST DEMOGRAPHIC COMMUNITIES IN CALIFORNIA. IN ORDER TO DEVELOP PROGRAMMING PLATFORMS THAT PROVIDE AUTHENTIC CULTURAL EXPERIENCES, OMCA FOSTERS STRONG PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS. OMCA PRESENTED A RANGE OF PUBLIC PROGRAMS AND EDUCATIONAL OFFERINGS IN FY20, SERVING 261,000 VISITORS ONSITE BEFORE TEMPORARILY CLOSING TO THE PUBLIC IN MARCH 2020 IN RESPONSE TO ALAMEDA COUNTY HEALTH DEPARTMENT ORDERS RELATED TO THE GLOBAL COVID-19 PANDEMIC. PRIOR TO CLOSING, OMCA SERVED APPROXIMATELY 18,450 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. A TOTAL OF 5,024 STUDENTS SERVED CAME FROM TITLE ONE SCHOOLS (33% OF ALL STUDENTS). IN SEPTEMBER 2019, THE MUSEUM CELEBRATED THE 50TH ANNIVERSARY OF ITS OPENING IN 1969 WITH A MAJOR FESTIVAL AND A LECTURE SERIES. MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR OAKLAND PUBLIC LIBRARY SUMMER READING PROGRAM, DA DE LOS MUERTOS, AND LUNAR NEW YEAR. THE MUSEUM HAS BEEN SUPPORTED BY A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS WHO PROVIDED 21,000 VOLUNTEER HOURS LEADING HUNDREDS OF SCHOOL AND PUBLIC TOURS EACH YEAR. THE COUNCIL ON ARCHITECTURE PROVIDES MONTHLY TOURS OF THE MUSEUM'S LANDMARK BUILDING. DOCENT TOURS SERVE MORE THAN 28,000 SCHOOL CHILDREN, TEACHERS AND ADULT CHAPERONES EACH YEAR AND THOUSANDS MORE THROUGH PUBLIC TOURS. OMCA RECENTLY LAUNCHED AN ONLINE DOROTHEA LANGE DIGITAL ARCHIVE (HTTPS://DOROTHEALANGE.MUSEUMCA.ORG/). OMCA DIGITIZED A HUGE TROVE OF THE NEARLY 50,000 PHOTOGRAPHS FROM ACTIVIST PHOTOGRAPHER DOROTHEA LANGE AND MADE THEM AVAILABLE AT NO CHARGE ON OUR WEBSITE. THESE PHOTOS ARE EERILY TIMELY, AS THEY PORTRAY ESSENTIAL WORKERS--MANY OF WHOM WERE IMMIGRANTS--AND THE BROKEN PROMISES OF AMERICAN ENTREPRENEURSHIP THAT ECHO TODAY.IN RESPONSE TO THE SCHOOL AND MUSEUM'S CLOSURE IN MARCH 2020, OMCA LAUNCHED "OMCA AT HOME," A FREE PROGRAM ON THE OMCA WEBSITE WWW.MUSEUMCA.ORG WITH VIRTUAL TOURS, LESSONS, AND ACTIVITIES. OMCA'S LEARNING INITIATIVES PRODUCED 12 SHORT, EDUCATIONAL, AND CREATIVE ACTIVITIES FOR STUDENTS AND FAMILIES. THESE ACTIVITIES PROVIDED CREATIVE INSPIRATION AND CONNECTIONS TO STUDENTS' LIVES. EACH ACTIVITY TAKES INTO ACCOUNT HOW MANY PARENTS, GRANDPARENTS, SIBLINGS AND FRIENDS HAVE BEEN STEPPING IN FOR TEACHERS DUE TO SHELTER-IN-PLACE. 14623652 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 133 0 1 189 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LORI FOGARTY EXECUTIVE DIRECTOR & CEO 5103188551 1000 OAK STREET OAKLAND CA 94607 QUINN DELANEY CHAIR 5.00 X X 0 0 0 LANCE GYORFI VICE-CHAIR 5.00 X X 0 0 0 ANITA MARTINEZ VICE-CHAIR 5.00 X X 0 0 0 BETH SAWI VICE-CHAIR 5.00 X X 0 0 0 DANA KING SECRETARY 5.00 X X 0 0 0 RAHSAAN THOMPSON TREASURER 5.00 X X 0 0 0 ANDREA ALFANO TRUSTEE (LEFT 6/20) 5.00 X 0 0 0 EILEEN ASH TRUSTEE 5.00 X 0 0 0 ABBEY BANKS TRUSTEE 5.00 X 0 0 0 RACHEL BENHAM TRUSTEE 5.00 X 0 0 0 COLIN BOYLE TRUSTEE 5.00 X 0 0 0 CEDRIC BROWN TRUSTEE 5.00 X 0 0 0 SHOMARI CARTER TRUSTEE (LEFT 6/20) 5.00 X 0 0 0 DEBORAH CASTLES TRUSTEE 5.00 X 0 0 0 SUSAN C CHAMBERLIN TRUSTEE 5.00 X 0 0 0 SEAN CHANG TRUSTEE 5.00 X 0 0 0 VALERIE CORVIN TRUSTEE 5.00 X 0 0 0 VINCENT DAVIS TRUSTEE (LEFT 6/20) 5.00 X 0 0 0 SILVIA FERNANDEZ TRUSTEE 5.00 X 0 0 0 KELLY FINLEY TRUSTEE 5.00 X 0 0 0 KAREN FRANK TRUSTEE 5.00 X 0 0 0 DOUG HESKE TRUSTEE 5.00 X 0 0 0 JOSEPH HURWICH TRUSTEE 5.00 X 0 0 0 SHANNON JACKSON TRUSTEE 5.00 X 0 0 0 JACK MORRIS TRUSTEE 5.00 X 0 0 0 ESTRELLA PARKER TRUSTEE 5.00 X 0 0 0 PETER PERVERE TRUSTEE 5.00 X 0 0 0 MIKE ROSENBAUM TRUSTEE 5.00 X 0 0 0 RACHELLE K SESSIONS TRUSTEE 5.00 X 0 0 0 DORINE STREETER TRUSTEE 5.00 X 0 0 0 ANN THOMPSON TRUSTEE 5.00 X 0 0 0 ALAN VARELA TRUSTEE 5.00 X 0 0 0 LINDA WENDEL TRUSTEE 5.00 X 0 0 0 SHERRY WESTERNOFF TRUSTEE 5.00 X 0 0 0 CARINA WONG TRUSTEE (LEFT 6/20) 5.00 X 0 0 0 PENELOPE WONG TRUSTEE 5.00 X 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 37.50 X 259122 0 16284 KIM ONDRECK CARIM DEPUTY DIRECTOR & CFO 37.50 X 179803 0 12766 KELLY ANNE MCKINLEY DEPUTY DIRECTOR (LEFT 12/19) 37.50 X 190354 0 5670 MARY E SMITH-SONKIN CHIEF MARKETING & AUDIENCE ENGAGEMENT OFFICER 37.50 X 165267 0 4526 KEVIN R CONLEY DIRECTOR, TECHNOLOGY 37.50 X 145164 0 11729 REHANA K ABBAS CHIEF PHILANTHROPY OFFICER 37.50 X 141469 0 4218 AYANNA M REED CHIEF HUMAN RESOURCES OFFICER 37.50 X 131776 0 4056 LESLIE J SMITH CHIEF OPERATING OFFICER 37.50 X 111049 0 11312 MARGARET M MONAHAN DIRECTOR, CONTENT DEVELOPMENT 37.50 X 110581 0 11303 1434585 0 81864 13 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 91110 SECURITY SERVICES 991993 HOOD DESIGN LLC 3016 FILBERT ST 2 OAKLAND CA 94608 LANDSCAPE DESIGN SERVICES 720164 MARK CAVAGNERO ASSOCIATES 1045 SANSOME ST SUITE 200 SAN FRANCISCO CA 94111 ARCHITECTURAL 715414 MATRIX HG INC 115 MASON CIRCLE SUITE B CONCORD CA 94520 STRUCTURAL MAINTENANCE 675194 GEORGE S HALL INC 4 GATEHALL DRIVE 2ND FLOOR PARSIPPANY NJ 07054 SITE MAINTENANCE 485011 16 879605 4760000 13410731 301744 19050336 ADMISSIONS/CONTRACT FE 900099 1444771 1444771 OTHER PROGRAM INCOME 900099 870315 870315 GUILD & COUNCIL 900099 500 500 2315586 1442243 -85852 1528095 69172 69172 284401 0 284401 284401 284401 23393613 24814754 -1421141 -1421141 -1421141 470082 498229 -28147 -28147 21712450 2287439 -85852 460527 X 2353344 2353344 763928 283105 480823 7453098 4932755 1617656 902687 201538 133334 44459 23745 942515 618139 213839 110537 669720 438208 156895 74617 28032 28032 113552 113552 27500 27500 3250 3250 131979 131979 3174858 805435 2217757 151666 567147 509076 8691 49380 458599 123648 265950 69001 495883 26092 461577 8214 2439147 57078 2291646 90423 79059 61541 13528 3990 191974 62364 10315 119295 106998 106998 92423 92423 EXHIBITION EXPENSES 445743 445307 436 DUES & SUBSCRIPTIONS 72590 20522 46764 5304 EDUCATION/TRAINING 44040 12779 28415 2846 OTHER DONATION EXPENSES 10675 10675 12905 3730250 -3837142 119797 20880497 14623652 4521657 1735188 1701275 3495060 400621 579201 15437703 8431881 652858 217419 0 9577400 96395 97669 161325 143584 5024491 2624381 2694159 2400110 41110323 40665394 2400301 2986167 0 974725 64654960 69568610 1780286 2554835 155996 5051 0 4840189 18160 3310 1954442 7403385 X 19841379 19557647 42859139 42607578 62700518 62165225 64654960 69568610 831953 -1367246 0 X X 0 1 X 1 0 X 20403276 15976975 14665696 23330218 19050336 93426501 20403276 15976975 14665696 23330218 19050336 93426501 18416895 75009606 991824 996544 1296707 2025081 1881668 7191824 459206 69915 49343 578464 101196789 14075613 0.74120 0.74130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 27500 0 0 27500 0 PART II-B, LINE 1: TOWNSEND PUBLIC AFFAIRS PROVIDES ONGOING ADVOCACY AND PUBLIC SECTOR CONSULTING TO OMCA INCLUDING IDENTIFYING STATE AND FEDERAL GRANT OPPORTUNITIES, ASSISTING WITH PREPARATION OF STATE AND FEDERAL GRANTS, AND SUPPORTING THE MUSEUM'S CONTACT AND INFORMATION-SHARING WITH LOCAL, STATE, AND FEDERAL ELECTED OFFICIALS. THE FIRM ALSO RESEARCHES AND PROVIDES INFORMATION ON LEGISLATIVE ACTIVITIES THAT MIGHT IMPACT OMCA OR THE CULTURAL OR MUSEUM SECTOR. THERE ARE NO PUBLISHED MATERIALS ASSOCIATED WITH THE CONTRACT. X X X 0 38700551 8062282 -1489297 4442562 40830974 30681951 8891829 1778227 2651456 38700551 26492031 4685714 1305448 1801242 30681951 16384603 7962027 2699839 554438 26492031 17780024 502318 -512739 1385000 16384603 0.49290 0.30720 0.19990 1 0 3553761 1500119 2053642 1273288 1044553 228735 197442 79709 117733 2400110 CUSTOMER DEPOSITS 3310 3310 X PART III, LINE 4: THE COLLECTIONS THAT ARE HOUSED AT OMCA BELONG TO THE CITY OF OAKLAND, WHICH PROVIDES FUNDING TO SUPPORT THE CONTINUED CARE, CONSERVATION, AND DISPLAY OF THE ART AND ARTIFACTS. OMCA'S RESPONSIBILITY IS TO CARE FOR, CONSERVE, DISPLAY, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETATIVE EXPERTISE IN SUPPORT OF THE MUSEUM'S COLLECTIONS AS WELL AS CARRY OUT PROGRAM ACTIVITIES. PART V, LINE 4: THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. PART X, LINE 2: OMCA HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD INDICATING QUALIFICATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. ACCORDINGLY, THE PRIMARY OPERATIONS OF OMCA ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. OMCA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. OMCA FILES U.S. FEDERAL, AND U.S. STATE RETURNS. FOR U.S. STATE RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2017. 0 OMCA TOWN SQUARE INC 1000 OAK STREET OAKLAND CA 94607 844279623 501(C)(3) 2353344 TO SUPPORT NMTC TRANSACTION 1 0 X X 0 0 0 0 0 0 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 259122 0 0 0 0 0 8319 0 7965 0 275406 0 0 0 KIM ONDRECK CARIM DEPUTY DIRECTOR & CFO 179803 0 0 0 0 0 5477 0 7289 0 192569 0 0 0 KELLY ANNE MCKINLEY DEPUTY DIRECTOR (LEFT 12/19) 190354 0 0 0 0 0 5670 0 0 0 196024 0 0 0 MARY E SMITH-SONKIN CHIEF MARKETING & AUDIENCE ENGAGEMEN 165267 0 0 0 0 0 3998 0 528 0 169793 0 0 0 KEVIN R CONLEY DIRECTOR, TECHNOLOGY 145164 0 0 0 0 0 4440 0 7289 0 156893 0 0 0 X 13 281462 FMV X 2 5329 X AUCTION ITEMS 4 10675 COST X EQUIPMENT 1 3318 COST X SAFETY SUPPLIES 1 960 COST 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CFO, AND KEY MEMBERS OF THE FINANCE COMMITTEE. AFTER IT IS FILED, ANY BOARD MEMBER WHO WISHES TO RECEIVE A COPY IS GIVEN ONE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF THE OAKLAND MUSEUM OF CALIFORNIA ("BOARD") IS RESPONSIBLE FOR ENSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY THAT WILL BE ACCOUNTABLE FOR SUCH COMPLIANCE. REQUESTS FOR GUIDANCE, INTERPRETATION, AND OPINIONS SHOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. VIOLATIONS SHOULD BE REPORTED TO THE AUDIT COMMITTEE, WHICH MAY, IN APPROPRIATE CASES, HOLD HEARINGS AND SUBMIT ITS RECOMMENDATIONS TO THE CHAIR OF THE BOARD. VIOLATIONS THAT MAY INVOLVE THE EXECUTIVE DIRECTOR OR ANY TRUSTEE SHALL BE SUBMITTED TO THE AUDIT COMMITTEE. THE DECISION OF THE AUDIT COMMITTEE SHALL BE SUBJECT TO APPEAL TO THE FULL MUSEUM BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DOES A COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES USING COMPARABLE DATA. THIS PROCESS TOOK PLACE IN SEPTEMBER 2018. 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 WHEN THEY ARE REQUESTED. FORM 990, PART IX, LINE 11G ENGINEERING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 480,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 480,452. JANITORIAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 307,766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,766. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,046,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,046,271. TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 26,576. MANAGEMENT AND GENERAL EXPENSES 104,916. FUNDRAISING EXPENSES 19,234. TOTAL EXPENSES 150,726. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 14,570. MANAGEMENT AND GENERAL EXPENSES 211,347. FUNDRAISING EXPENSES 57,135. TOTAL EXPENSES 283,052. CONSULTANTS: PROGRAM SERVICE EXPENSES 739,499. MANAGEMENT AND GENERAL EXPENSES 67,005. FUNDRAISING EXPENSES 75,297. TOTAL EXPENSES 881,801. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 24,790. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,790. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. OMCA ENTERPRISES LLC 1000 OAK STREET OAKLAND CA 94607 852108607 HOLDING COMPANY CA 0 0 OAKLAND MUSEUM OF CALIFORNIA OMCA TOWN SQUARE INC 1000 OAK STREET OAKLAND CA 94607 844279623 QALICB CA 501(C)(3) LINE 7 OAKLAND MUSEUM OF CALIFORNIA 1 CHARITABLE REMAINDER TRUST INVESTMENTS CA N/A T 0 POOLED INCOME FUND INVESTMENTS CA N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 OMCA TOWN SQUARE INC B 2353344 COST OMCA TOWN SQUARE INC Q 905263 CASH VALUE OMCA TOWN SQUARE INC R 974725 CASH VALUE