2021-05-13T21:26:30-05:00 2020-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2019-07-01 943045948 CORPORATION OF THE FINE ARTS MUSEUMS CORP 4157508902 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 JASON SEIFER CFO 4157508902 2021-05-11 1 TRACY S PAGLIA P00366884 2099556100 2021-05-11 2019 2022-09-23 18:48:47Z THOMAS CAMPBELL 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 41688070 0 X WWW.FAMSF.ORG X 1987 CA PROVIDE A RICH AND DIVERSIFIED EXPERIENCE OF ART AND CULTURE. 46 46 427 300 0 0 47078047 34001122 11048188 3755185 210108 115520 4100353 1611319 62436696 39483146 14900000 506243 0 0 23703652 26129656 355480 223105 3557783 20161210 15937362 59120342 42796366 3316354 -3313220 22888222 24448284 15180104 24163770 7708118 284514 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 17179995 2335875 EXHIBITIONS - COFAM PRESENTED 10 EXHIBITIONS IN THE DE YOUNG AND LEGION OF HONOR DURING FYE JUNE 30, 2020. THIS WAS A DECREASE FROM THE PRIOR YEAR, LARGELY DUE TO THE MUSEUM'S COVID CLOSURE FOR THE LAST 3 1/2 MONTHS OF THE FISCAL YEAR. THE WIDE RANGE OF EXHIBITIONS REFLECTS THE ENCYCLOPEDIC NATURE OF THE MUSEUMS, AND INCLUDED JAMES TISSOT FASHION & FAITH, ED HARDY: DEEPER THAN SKIN, LISA REIHANA: IN PURSUIT OF VENUS (INFECTED), SOUL OF A NATION: ART IN THE AGE OF BLACK POWER 1963-1983, UNCANNY VALLEY: BEING HUMAN IN THE AGE OF AI. THE MUSEUMS WELCOME 715,000 GUESTS IN FISCAL 2020, WHICH WAS LOWER THAN PRIOR YEAR DUE TO COVID CLOSURE 11050731 434902 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. 5249726 2600748 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 506243 506243 TRANSFER TO FINE ARTS MUSEUMS FOUNDATION 506243 506243 33986695 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 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 181 0 1 427 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 46 46 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 732198 220814 49157 ED PROHASKA CHIEF FINANCIAL OFFICER (THRU 9/19) 40.00 0.00 X 248046 0 12842 MEGAN A BOURNE CHIEF OF STAFF 40.00 0.00 X 194539 0 35998 AMANDA RILEY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 202009 0 24221 JASON SEIFER DIRECTOR OF FINANCE/ CFO (AS OF 9/19) 40.00 10.00 X 187617 0 37822 LINDA BUTLER DIRECTOR OF MARKETING/COMMUNICATION 40.00 0.00 X 197435 0 16071 SHARON YENCHARIS DIRECTOR OF INFORMATION TECHNOLOGY 40.00 0.00 X 187026 0 18098 PATRICIA LACSON DIRECTOR OF FACILITIES 40.00 0.00 X 183236 0 28054 STUART HATA DIRECTOR OF RETAIL OPERATIONS 40.00 0.00 X 156061 0 35184 KRISTA BRUGNARA DIRECTOR OF EXHIBITIONS 40.00 0.00 X 182621 0 19974 TIMOTHY BURGARD DISTINGUISHED SENIOR CURATOR 40.00 0.00 X 181553 0 27288 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 SHARON BELL TRUSTEE 1.00 0.00 X 0 0 0 JANET BARNES 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 TRACY BURRIS TRUSTEE (THRU 10/19) 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 CHARLES CROCKER TRUSTEE (THRU 9/19) 1.00 1.00 X 0 0 0 MARC P CRUCIGER TRUSTEE (THRU 6/20) 1.00 1.00 X 0 0 0 BELVA DAVIS TRUSTEE 1.00 0.00 X 0 0 0 JULIET DE BAUBIGNY TRUSTEE (LEAVE OF ABSENCE) 1.00 0.00 X 0 0 0 DENISE FITCH TRUSTEE 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 HEARST TRUSTEE 1.00 0.00 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 AMY MCKNIGHT TRUSTEE 1.00 0.00 X 0 0 0 BRYAN MEEHAN TRUSTEE (LEAVE OF ABSENCE) 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 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 TSUE 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 WALL TRUSTEE 1.00 0.00 X 0 0 0 LISA ZANZE TRUSTEE 1.00 0.00 X 0 0 0 2652341 220814 304709 42 0 1 0 ONE RHYTHM LLC 414 1ST STREET 6 SONOMA CA 95476 MEMBER ACQUISITION 370209 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 911891822 AUDIT/TAX 251750 MIKE WILLIAMS DRYWALL 2223 W HEARN AVE SAN FRANCISCO CA 95407 CONSTRUCTION 215603 BETTY ZLATCHIN CATERING INC 1177 INDIANA STREET SAN FRANCISCO CA 94107 CATERING 165234 HANSON BRIDGETT 425 MARKET STREET 26TH FLOOR SAN FRANCISCO CA 94105 LEGAL 124134 7 8322446 624090 6595945 60000 18398641 3451820 34001122 ADMISSIONS & EVENTS 713990 2335875 2335875 LECTURES, TOURS, PUBLICATIONS 713990 1419310 1419310 3755185 107384 107384 608245 450059 158186 158186 158186 8136 0 8136 8136 8136 99870 624090 263077 -163207 -163207 3108128 1491788 1616340 1616340 39483146 5371525 0 110499 506243 506243 1751257 1172335 350700 228222 19088375 14948200 2612785 1527390 649873 535074 97564 17235 3022562 2566759 309387 146416 1617589 1275667 201733 140189 81747 81747 125975 125975 223105 223105 3448200 2553502 628561 266137 900361 896704 150 3507 2212441 1950277 72911 189253 933365 756026 102670 74669 2010664 1890850 50646 69168 211765 125722 64042 22001 738788 145339 59093 534356 8982 8982 694072 673250 20822 253369 7864 245505 SHIPPING 2392958 2373490 6962 12506 EQUIPMENT RENTAL & MAIN 1413521 1098239 211653 103629 PARTICIPATION FEES 511154 511154 42796366 33986695 5251888 3557783 26750 8699094 11421966 6234730 6133245 3736780 1801440 982701 989679 1335345 347125 1096090 10717162 8353618 2168017 2363544 22888222 24448284 4263680 3735384 1052789 2459333 0 4150800 9863635 13818253 15180104 24163770 X -5088849 -15166718 12796967 15451232 7708118 284514 22888222 24448284 X -3313220 1893 -4112277 X 0 1 X 1 0 X 26379598 34383359 38121800 47078047 34001122 179963926 13204968 14021024 14931624 16044378 16726272 74928266 39584566 48404383 53053424 63122425 50727394 254892192 40370112 214522080 2214045 1185153 876732 1186992 715629 6178551 53694 53694 261124437 67208099 0.82150 0.86460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0.00000 0.00000 0.00000 1 956587 543935 412652 7710060 6041671 1668389 2050515 1768012 282503 2363544 AGENCY FUNDS 12471119 LOAN PAYABLE TO AFFILIATED 1347134 13818253 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, 2020 AND 2019, 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 2118180 190982 1927198 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEMARKETING 0 73687 32123 41564 2191867 223105 1968762 CA ELEGANT EVENING 182302 120052 62250 63012 4202 23266 DE YOUNSTERS ART PARTY 209007 171387 37620 76027 37391 31390 1 332651 332651 750 802 14424 11813 723960 624090 99870 750 139841 56017 66469 263077 -163207 1 FINE ARTS MUSEUMS FOUNDATION 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 946096509 501(C)(3) 506243 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 0 0 0 0 0 0 0 0 0 THOMAS CAMPBELL DIRECTOR OF MUSEUMS 732198 220814 0 0 0 0 1126 0 1377 46654 734701 267468 0 0 ED PROHASKA CHIEF FINANCIAL OFFICER (THRU 9/19) 248046 0 0 0 0 0 6833 0 6009 0 260888 0 0 0 MEGAN A BOURNE CHIEF OF STAFF 194539 0 0 0 0 0 13618 0 22380 0 230537 0 0 0 AMANDA RILEY DIRECTOR OF DEVELOPMENT 202009 0 0 0 0 0 0 0 24221 0 226230 0 0 0 JASON SEIFER DIRECTOR OF FINANCE/ CFO (AS OF 9/19 187617 0 0 0 0 0 5085 0 32737 0 225439 0 0 0 LINDA BUTLER DIRECTOR OF MARKETING/COMMUNICATION 197435 0 0 0 0 0 0 0 16071 0 213506 0 0 0 SHARON YENCHARIS DIRECTOR OF INFORMATION TECHNOLOGY 187026 0 0 0 0 0 1728 0 16370 0 205124 0 0 0 PATRICIA LACSON DIRECTOR OF FACILITIES 171192 0 12044 0 0 0 11983 0 16071 0 211290 0 0 0 STUART HATA DIRECTOR OF RETAIL OPERATIONS 156061 0 0 0 0 0 10963 0 24221 0 191245 0 0 0 KRISTA BRUGNARA DIRECTOR OF EXHIBITIONS 170570 0 12051 0 0 0 11940 0 8034 0 202595 0 0 0 TIMOTHY BURGARD DISTINGUISHED SENIOR CURATOR 160236 0 21317 0 0 0 11217 0 16071 0 208841 0 0 0 X 84 3451820 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 ESTABLISHED WITH A COMPENSATION SURVEY AND APPROVED BY THE BOARD. 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 -4,618,520. DISTRIBUTION TO RELATED ORG 506,243. 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 1 1 0 1 1 1 1 1 1 FINE ARTS MUSEUMS FOUNDATION B 506243 FMV FINE ARTS MUSEUMS FOUNDATION C 6595945 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.