CONTEMPORARY JEWISH MUSEUM: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CONTEMPORARY JEWISH MUSEUM (EIN 47-0920831)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202021979349303227
Schema version
2018v3.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T11:12:35-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 CALIFORNIA STREET SUITE 2700AddressLine1Txt
CitySAN FRANSISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470920831EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Contemporary Jewish MuseumBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KERRY KINGInCareOfNm
Business Name ControlCONTBusinessNameControlTxt
Phone4156557800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1736 Mission StreetAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKERRY KINGPersonNm
Person TitleCOOPersonTitleTxt
Phone4156557800PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQi Wen LiangPreparerPersonNm
PTINP01270238PTIN
Phone4152759000PhoneNum
Preparation2020-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.247.107.123IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id77642920201975000000FederalOriginalSubmissionId
Federal Original Submission Id2020-07-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id85285106D67D06EDFF820F5FFC2BA856D01BFB4BAtSubmissionCreationDeviceId
At Submission Filing Device Id85285106D67D06EDFF820F5FFC2BA856D01BFB4BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLori StarrPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1736 Mission StreetAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,391,050GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.thecjm.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE CJM MAKES THE DIVERSITY OF THE JEWISH EXPERIENCE RELEVANT FOR A 21ST CENTURY AUDIENCE THROUGH INNOVATIVE EXHIBITIONS AND PROGRAMS THAT EDUCATE, CHALLENGE, AND INSPIRE.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee117TotalEmployeeCnt
Total Volunteers49TotalVolunteersCnt
Total Gross UBI$26,292TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,549,257PYContributionsGrantsAmt
CY Contributions Grants$7,016,415CYContributionsGrantsAmt
PY Program Service Revenue$340,314PYProgramServiceRevenueAmt
CY Program Service Revenue$245,115CYProgramServiceRevenueAmt
PY Investment Income$3,501,752PYInvestmentIncomeAmt
CY Investment Income$1,536,664CYInvestmentIncomeAmt
PY Other Revenue-$161,694PYOtherRevenueAmt
CY Other Revenue$38,224CYOtherRevenueAmt
PY Total Revenue$9,229,629PYTotalRevenueAmt
CY Total Revenue$8,836,418CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,055,327PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,687,496CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$127,165PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$128,221CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,603,326CYTotalFundraisingExpenseAmt
PY Other Expenses$6,846,675PYOtherExpensesAmt
CY Other Expenses$6,315,176CYOtherExpensesAmt
PY Total Expenses$11,029,167PYTotalExpensesAmt
CY Total Expenses$10,130,893CYTotalExpensesAmt
PY Revenues Less Expenses-$1,799,538PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,294,475CYRevenuesLessExpensesAmt
Total Assets BOY$97,663,909TotalAssetsBOYAmt
Total Assets EOY$95,235,839TotalAssetsEOYAmt
Total Liabilities BOY$41,652,404TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,632,327TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$56,011,505NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,603,512NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE COMTEMPORARY JEWISH MUSEUM (THE CJM) MAKES THE DIVERSITY OF THE JEWISH EXPERIENCE RELEVANT FOR A TWENTY-FIRST CENTURY AUDIENCE, ACCOMPLISHED THROUGH INNOVATIVE EXHIBITIONS AND PROGRAMS THAT EDUCATE, CHALLENGE, AND INSPIRE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,539,253ExpenseAmt
Grant$0GrantAmt
Revenue$245,458RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$6,539,253TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee117EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKERRY KINGPersonNm
Phone4156557813PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1736 MISSION STREETAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELLIOTT FELSON
CHAIR5.00.0Yes (X)Yes (X)$0$0$0
DOROTHY SAXE
SECRETARY5.00.0Yes (X)Yes (X)$0$0$0
MARCI ROSENFELD
TREASURER5.00.0Yes (X)Yes (X)$0$0$0
WENDY KESSER
IMMEDIATE PAST CHAIR1.00.0Yes (X)Yes (X)$0$0$0
NELLIE LEVCHIN
TRUSTEE THRU 06/191.00.0Yes (X)$0$0$0
JAMIE WEINSTEIN
TRUSTEE THRU 06/191.00.0Yes (X)$0$0$0
JUDITH APTEKAR
TRUSTEE1.00.0Yes (X)$0$0$0
MATTHEW BARTON
TRUSTEE1.00.0Yes (X)$0$0$0
ADRIENNE BAVAR
TRUSTEE1.00.0Yes (X)$0$0$0
DANA CORVIN
TRUSTEE1.00.0Yes (X)$0$0$0
Dr JONATHAN KAPLAN
TRUSTEE THRU 06/191.00.0Yes (X)$0$0$0
TOM KASTEN
TRUSTEE1.00.0Yes (X)$0$0$0
DEBORAH A KAY
TRUSTEE1.00.0Yes (X)$0$0$0
STUART KOGOD
TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN LEAVITT MD
TRUSTEE THRU 06/191.00.0Yes (X)$0$0$0
ALVIN LEVITT
TRUSTEE1.00.0Yes (X)$0$0$0
JOYCE LINKER
TRUSTEE1.00.0Yes (X)$0$0$0
JENNIFER SMORGON
TRUSTEE1.00.0Yes (X)$0$0$0
PHYLLIS MOLDAW
TRUSTEE1.00.0Yes (X)$0$0$0
DOUG MANDELL
TRUSTEE1.00.0Yes (X)$0$0$0
ALEXANDRA MOSES
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL RIGHI
TRUSTEE1.00.0Yes (X)$0$0$0
ANTONY RITCH
TRUSTEE THRU 06/191.00.0Yes (X)$0$0$0
DAVID SAXE
TRUSTEE1.00.0Yes (X)$0$0$0
ETA SOMEKH
TRUSTEE1.00.0Yes (X)$0$0$0
RUTH STEIN
TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL STEINBERG
TRUSTEE1.00.0Yes (X)$0$0$0
MARILYN WALDMAN
TRUSTEE1.00.0Yes (X)$0$0$0
RONALD WORNICK
TRUSTEE1.00.0Yes (X)$0$0$0
RON KAUFMAN
TRUSTEE1.00.0Yes (X)$0$0$0
SEAN TAUBE
TRUSTEE1.00.0Yes (X)$0$0$0
RIVA BERELSON
TRUSTEE1.00.0Yes (X)$0$0$0
ROSELYNE C Swig
Trustee1.00.0Yes (X)$0$0$0
Lori Starr
Executive Director40.00.0Yes (X)$354,500$0$45,605
Kerry King
Chief Operating Officer40.00.0Yes (X)$204,924$0$36,986
Reynold Pritikin
Chief Curator40.00.0$129,526$0$19,675Yes (X)
Stacy Rackusin
Director of Development40.00.0$101,567$0$7,532Yes (X)
SCOTT ROSS
DIRECTOR OF FINANCE40.00.0$172,500$0$4,716Yes (X)
SARAH BAILEY HOGARTY
DIR. OF MRKTG & COMMUN.40.00.0$118,830$0$3,249Yes (X)
ANDREA A MORGAN
DIR. OF INSTITUTIONAL GIVING40.00.0$110,964$0$14,684Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,192,811TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$132,447TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Professional Technical Security Ser
111 Sutter Street Suite 550SAN FRANCISCOCA94104Security$777,291
AAA Janitorial Service Inc
644 - 31st StreetRICHMONDCA94804Janitorial$217,578
Lenat Partners Inc
1633 Bayshore Highway 220BURLINGAMECA94010Advertising$161,722
The Lukens Company
2800 Shirlington Road 9th floorARLINGTONVA22206Fundraising$128,221
Skidmore Owings Merrill LLP
One Front Steet Suite 2500SAN FRANCISCOCA94111Architectural$119,361
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Membership Dues$350,651MembershipDuesAmt
Fundraising$143,406FundraisingAmt
Government Grants$247,771GovernmentGrantsAmt
All Other Contributions$6,274,587AllOtherContributionsAmt
Noncash Contributions$998,898NoncashContributionsAmt
Total Contributions$7,016,415TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADMISSIONS712110$194,633$194,633$0$0
OTHER RELATED REVENUES900099$50,482$50,482$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$245,115TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$826,805TotalRevenueColumnAmt
Unrelated Business Revenue-$7,006UnrelatedBusinessRevenueAmt
Exclusion$833,811ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$794,460RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$703,092RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$91,368RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,368TotalRevenueColumnAmt
Exclusion$91,368ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$38,378,480SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$37,668,621SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$709,859SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$709,859TotalRevenueColumnAmt
Exclusion$709,859ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$47,600FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$143,406ContriRptFundraisingEventAmt
Fundraising Direct Expenses$134,385FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$86,785TotalRevenueColumnAmt
Exclusion-$86,785ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$89,694GrossSalesOfInventoryAmt
Cost Of Goods Sold$48,534CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,160TotalRevenueColumnAmt
Related Or Exempt Func Income$7,862RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$33,298UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column-$7,519TotalRevenueColumnAmt
Related Or Exempt Func Income-$7,519RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total-$7,519OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,836,418TotalRevenueColumnAmt
Related Or Exempt Func Income$245,458RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$26,292UnrelatedBusinessRevenueAmt
Exclusion$1,548,253ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$581,347TotalAmt
Program Services$385,704ProgramServicesAmt
Management And General$106,795ManagementAndGeneralAmt
Fundraising$88,848FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,603,649TotalAmt
Program Services$1,727,435ProgramServicesAmt
Management And General$478,296ManagementAndGeneralAmt
Fundraising$397,918FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,197TotalAmt
Program Services$25,342ProgramServicesAmt
Management And General$7,017ManagementAndGeneralAmt
Fundraising$5,838FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$239,106TotalAmt
Program Services$158,639ProgramServicesAmt
Management And General$43,924ManagementAndGeneralAmt
Fundraising$36,543FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$225,197TotalAmt
Program Services$149,411ProgramServicesAmt
Management And General$41,369ManagementAndGeneralAmt
Fundraising$34,417FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,597TotalAmt
Management And General$11,597ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$103,675TotalAmt
Management And General$103,675ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$128,221TotalAmt
Fundraising$128,221FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$85,235TotalAmt
Management And General$85,235ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,410,778TotalAmt
Program Services$936,003ProgramServicesAmt
Management And General$259,163ManagementAndGeneralAmt
Fundraising$215,612FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$201,213TotalAmt
Program Services$133,498ProgramServicesAmt
Management And General$36,963ManagementAndGeneralAmt
Fundraising$30,752FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,337TotalAmt
Program Services$35,387ProgramServicesAmt
Management And General$9,798ManagementAndGeneralAmt
Fundraising$8,152FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$243,209TotalAmt
Program Services$161,361ProgramServicesAmt
Management And General$44,678ManagementAndGeneralAmt
Fundraising$37,170FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$370,116TotalAmt
Program Services$245,560ProgramServicesAmt
Management And General$67,991ManagementAndGeneralAmt
Fundraising$56,565FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$29,617TotalAmt
Program Services$19,650ProgramServicesAmt
Management And General$5,441ManagementAndGeneralAmt
Fundraising$4,526FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,579TotalAmt
Program Services$7,019ProgramServicesAmt
Management And General$1,943ManagementAndGeneralAmt
Fundraising$1,617FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,588,435TotalAmt
Program Services$1,053,874ProgramServicesAmt
Management And General$291,799ManagementAndGeneralAmt
Fundraising$242,762FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,434,175TotalAmt
Program Services$951,528ProgramServicesAmt
Management And General$263,461ManagementAndGeneralAmt
Fundraising$219,186FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$147,497TotalAmt
Program Services$97,859ProgramServicesAmt
Management And General$27,096ManagementAndGeneralAmt
Fundraising$22,542FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS AND MAINTENANCE$168,468$111,773$30,948$25,747
LOAN FEE$59,406$59,406
CATERING$56,037$37,179$10,294$8,564
EX SUPPLY$22,906$22,906

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$318,896TotalAmt
Program Services$219,719ProgramServicesAmt
Management And General$60,831ManagementAndGeneralAmt
Fundraising$38,346FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,130,893TotalAmt
Program Services$6,539,253ProgramServicesAmt
Management And General$1,988,314ManagementAndGeneralAmt
Fundraising$1,603,326FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,000BOYAmt
EOY$3,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,649,325BOYAmt
EOY$5,705,773EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,144,355BOYAmt
EOY$1,538,523EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$45,436BOYAmt
EOY$33,974EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$69,843BOYAmt
EOY$233,293EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$53,453,129LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,213,555LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$37,622,110BOYAmt
EOY$36,239,574EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,106,483BOYAmt
EOY$32,858,155EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,098,698BOYAmt
EOY$157,925EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$16,924,659BOYAmt
EOY$18,465,622EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$97,663,909BOYAmt
EOY$95,235,839EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$955,550BOYAmt
EOY$721,756EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$268,947BOYAmt
EOY$265,649EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,916,228BOYAmt
EOY$36,608,271EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,511,679BOYAmt
EOY$3,036,651EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,652,404BOYAmt
EOY$40,632,327EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,843,768BOYAmt
EOY$19,844,563EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,723,539BOYAmt
EOY$13,872,478EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,444,198BOYAmt
EOY$20,886,471EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,011,505BOYAmt
EOY$54,603,512EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$97,663,909BOYAmt
EOY$95,235,839EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,294,475ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$266,684NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$380,202OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,761,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,388,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,464,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,549,257CurrentTaxYearMinus1YearAmt
Current Tax Year$7,016,415CurrentTaxYearAmt
Total$32,179,533TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,761,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,388,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,464,257CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,549,257CurrentTaxYearMinus1YearAmt
Current Tax Year$7,016,415CurrentTaxYearAmt
Total$32,179,533TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,740,822SubstantialContributorsTotAmt
Public Support Total170$25,438,711PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$889,207CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$704,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$993,695CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,371,445CurrentTaxYearMinus1YearAmt
Current Tax Year$833,811CurrentTaxYearAmt
Total$4,792,906TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,138CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$117,660CurrentTaxYearAmt
Total$154,783TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,206CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,024CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,275CurrentTaxYearMinus1YearAmt
Current Tax Year$47,600CurrentTaxYearAmt
Total$621,681TotalAmt
FieldValueIRS element (for citing)
Total Support$37,748,903TotalSupportAmt
Gross Receipts Rltd Activities$3,940,134GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67389PublicSupportCY170Pct
Public Support PY1700.65057PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,071,783BeginningYearBalanceAmt
Contributions$516,957ContributionsAmt
Investment Earnings Or Losses$1,916,460InvestmentEarningsOrLossesAmt
Other Expenditures$2,287,288OtherExpendituresAmt
End Year Balance$30,217,912EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,908,136BeginningYearBalanceAmt
Contributions$19,246ContributionsAmt
Investment Earnings Or Losses$1,896,480InvestmentEarningsOrLossesAmt
Other Expenditures$1,752,079OtherExpendituresAmt
End Year Balance$30,071,783EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,238,591BeginningYearBalanceAmt
Contributions$181,851ContributionsAmt
Investment Earnings Or Losses$3,896,827InvestmentEarningsOrLossesAmt
Other Expenditures$3,409,133OtherExpendituresAmt
End Year Balance$29,908,136EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,199,860BeginningYearBalanceAmt
Contributions$4,425,055ContributionsAmt
Investment Earnings Or Losses-$986,324InvestmentEarningsOrLossesAmt
Other Expenditures$1,400,000OtherExpendituresAmt
End Year Balance$29,238,591EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,505,319BeginningYearBalanceAmt
Contributions$2,060,303ContributionsAmt
Investment Earnings Or Losses$1,031,336InvestmentEarningsOrLossesAmt
Other Expenditures$3,397,098OtherExpendituresAmt
End Year Balance$27,199,860EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30880BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64490PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04630TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,231,957OtherCostOrOtherBasisAmt
Book Value$1,231,957BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,222,006OtherCostOrOtherBasisAmt
Depreciation$12,914,718DepreciationAmt
Book Value$34,307,288BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,152,908OtherCostOrOtherBasisAmt
Depreciation$3,845,105DepreciationAmt
Book Value$307,803BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$846,258OtherCostOrOtherBasisAmt
Depreciation$453,732DepreciationAmt
Book Value$392,526BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,239,574TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN REMAIND$18,102,312
EMPLOYEE BENEFITS PAYABLE$244,172
ACCRUED INTEREST RECEIVABLE$63,790
OTHER ASSETS$55,348
FieldValueIRS element (for citing)
Total Book Value Other Assets$18,465,622TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTEREST RATE SWAP LIABILITY$2,792,479
PENSION OBLIGATIONS$244,172
FieldValueIRS element (for citing)
Total Liability$3,036,651TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,535,941TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$266,684NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$12,265DonatedServicesAndUseFcltsAmt
Other Revenue-$380,202OtherRevenueAmt
Revenue Not Reported-$101,253RevenueNotReportedAmt
Revenue Subtotal$9,637,194RevenueSubtotalAmt
Investment Expenses Not Incld$85,235InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$886,011OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$800,776RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,836,418TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,943,934TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,265DonatedServicesUseFcltsAmt
Other Expenses Included$886,011OtherExpensesIncludedAmt
Expenses Not Reported$898,276ExpensesNotReportedAmt
Expenses Subtotal$10,045,658ExpensesSubtotalAmt
Investment Expenses Not Incld2$85,235InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$85,235ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,130,893TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Financial Statement Footnote - CollectionsSchedule D, Part III, Line 1a: THE MUSEUM IS PRESENTLY, AND FOR THE FORESEEABLE FUTURE, A NON-COLLECTING INSTITUTION. THE MUSEUM'S PERMANENT COLLECTIONS CONSIST OF ART DONATED IN ITS EARLIER HISTORY AS THE JEWISH COMMUNITY MUSEUM. THESE WORKS OF ART WERE ACQUIRED THROUGH PURCHASES OR CONTRIBUTIONS AND ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTIONS' INTEGRITY ARE PERFORMED. PURCHASES OF ART (ACCESSIONS) ARE RECORDED AS DECREASES IN THE APPROPRIATE NET ASSET CLASS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REQUIRED TO BE USED TO ACQUIRE OTHER WORKS OF ART. SUCH PROCEEDS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS. THERE WERE NO ACCESSIONS OR DEACCESSIONS OF WORKS OF ART DURING THE FISCAL YEARS THAT ENDED JUNE 30, 2019 AND 2018.
Description of the Organization's CollectionsSCHEDULE D, PART III, LINE 4: THE MUSEUM IS A NON-COLLECTING INSTITUTION. THE EXISTING COLLECTION CONSISTS OF DIFFERENT FORMS OF JUDAICA. THESE PIECES ARE OCCASIONALLY DISPLAYED IN EXHIBITIONS WHICH OFFER EDUCATION IN JEWISH ART AND CULTURE.
INTENDED USES OF ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4: THE ORGANIZATION MAINTAINS ENDOWMENTS AS A MEANS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT ITS PROGRAMS.
FIN 48 (ASC 740) FootnoteSCHEDULE D, PART X, LINE 2: THE MUSEUM FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE MUSEUM HAS ALSO BEEN RECOGNIZED BY THE FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM INCOME TAX PURSUANT TO CALIFORNIA REVENUE AND TAX CODE SECTION 23701(D) ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE MUSEUM HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE MUSEUM HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
RECONCILIATION OF REVENUES PER AUDITED FINANCIAL STATEMENTS WITH RETURNSCHEDULE D, PART XI, LINE 2D: CHANGE IN VALUE OF BENEFICIAL INT. IN REMAINDER TRUST $ 152,503 UNREALIZED LOSS ON SWAP $(532,705) SCHEDULE D, PART XI, LINE 4B: RENTAL EXPENSES $(703,092) FUNDRAISING EVENT EXPENSES $(134,385) COST OF GOODS SOLD $ (48,534)
RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH RETURNSCHEDULE D, PART XII, LINE 2D: RENTAL EXPENSES $ 703,092 FUNDRAISING EVENT EXPENSES $ 134,385 COST OF GOODS SOLD $ 48,534

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonTHE LUKENS COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 SHIRLINGTON ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22206ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTANTActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$430,030GrossReceiptsAmt
Retained By Contractor$128,221RetainedByContractorAmt
Net To Organization$301,809NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$430,030TotalGrossReceiptsAmt
Total Retained By Contractors$128,221TotalRetainedByContractorsAmt
Total Net To Organization$301,809TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Annual GalaEvent1Nm
Gross Receipts Event1$191,006GrossReceiptsEvent1Amt
Charitable Contri Event1$143,406CharitableContriEvent1Amt
Gross Revenue Event1$47,600GrossRevenueEvent1Amt
Rent Facility Costs Event1$7,025RentFacilityCostsEvent1Amt
Food And Beverage Event1$38,025FoodAndBeverageEvent1Amt
Entertainment Event1$62,629EntertainmentEvent1Amt
Other Direct Expenses Event1$26,706OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$191,006GrossReceiptsTotalAmt
Charitable Contributions Tot$143,406CharitableContributionsTotAmt
Gross Revenue Total Events$47,600GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$7,025RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$38,025FoodAndBeverageTotalEventsAmt
Entertainment Total Events$62,629EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$26,706OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$134,385DirectExpenseSummaryEventsAmt
Net Income Summary-$86,785NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAmounts Paid to Professional FundraisersFormAndLineReferenceDesc
ExplanationSchedule G, Part I, Line 2b: The Lukens Company performs additional services beyond fundraising related to contributions. All fees and direct revenues associated with these services are represented. Indirect revenues resulting from services are not represented.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Lori Starr
Executive Director$343,900$0$0$0$10,600$0$19,732$0$25,873$0$400,105$0$0$0
Kerry King
Chief Operating Officer$204,924$0$0$0$0$0$20,931$0$16,055$0$241,910$0$0$0
SCOTT ROSS
DIRECTOR OF FINANCE$172,500$0$0$0$0$0$0$0$4,716$0$177,216$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEV BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN630304653BondIssuerEIN
Bond Issued2013-06-26BondIssuedDt
Issue Price$43,810,000IssuePriceAmt
PurposeRefund 2006 Bonds & Capital Exp.PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$43,810,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$454,688IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$208,741CapitalExpendituresAmt
Other Spent Proceeds$43,146,571OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2014SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyYes (true)OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00980PrivateBusUseByOthersPct
Total Private Business Use0.00980TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge20.TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Refund of Previous IssuanceSchedule K, Part I, Column F: The 2013 bond was used to refund a 2006 bond originally issued on June 29, 2006.
Date of Rebate ComputationSchedule K, Part IV, Line 2c: The rebate computation for the 2013 bond is in process and will be completed in 2020.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$983,080NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)WINE/SPIRITS1$10,418COST/SELLING PRICE
Yes (X)SUPPLIES4$400COST/SELLING PRICE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Column (b):FormAndLineReferenceDesc
ExplanationThe organization is reporting the number of contributions received in Schedule M, Part I, Column (B).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROGRAM SERVICE ACTIVITYFORM 990, PART III, LINE 4A: ACTIVITY 1: CJM AUDIENCES IN FISCAL YEAR 2019, THE CJM ACCOMPLISHED ITS MISSION TO MAKE THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT TO TWENTY FIRST CENTURY AUDIENCES THROUGH ITS EXHIBITIONS, EDUCATION PROGRAMS, AND THE STRATEGIC DISTRIBUTION OF DIGITAL MEDIA. KEY FISCAL YEAR 2019 METRICS INCLUDE: - 500,000 VISITORS TO THECJM.ORG - 62,000 ON-SITE VISITORS (50% ARE JEWISH) - 8,000+ PRE-K THROUGH UNIVERSITY STUDENTS, TEACHERS, AND FAMILY MEMBERS ATTENDED EDUCATION PROGRAMS - EDUCATION PROGRAMS SERVED 111 SCHOOLS, INCLUDING 34 JEWISH DAY SCHOOLS AND SYNAGOGUE SCHOOLS - 586 TEENS AGED 1318 ENGAGED IN TEEN PROGRAMS - 1,000+ INTERACTIVE TOURS OF THE CJM'S EXHIBITIONS AND BUILDING WERE CONDUCTED BY DOCENTS AND MUSEUM EDUCATORS - 7,500 VISITORS ATTENDED FREE DAYS AT THE CJM INCLUDING THE ANNUAL COMMUNITY FREE DAY ON DECEMBER 25, FOUR FAMILY ARTBASH SUNDAYS, CULTURE FOR COMMUNITY DAY ON MARCH 21, AND MONTHLY FREE FIRST TUESDAYS EXHIBITIONS THE CJM PRESENTED SEVEN EXHIBITIONS SPANNING FISCAL YEAR 2019. THESE EXHIBITIONS HAD PROFOUND, POSITIVE IMPACT ON THE CJMS STRATEGIC OBJECTIVES TO ELEVATE ITS PROFILE REGIONALLY AND NATIONALLY, BOLSTER CRITICAL AND POPULAR ACCLAIM IN THE SPHERE OF JEWISH CULTURAL INSTITUTIONS AND THE MUSEUM WORLD, AND INCREASE PARTICIPATION AMONG DIVERSE AND ENGAGED AUDIENCES. THE EXHIBITIONS SERVED TO AMPLIFY THE CJMS CORE VALUES BY SHOWCASING THE RICHNESS OF THE JEWISH EXPERIENCE FROM A VARIETY OF PERSPECTIVES AND ACTIVELY ENGAGING VISITORS THROUGH INNOVATIVE PUBLIC PROGRAMS, WHICH STIMULATED THE EXPRESSION OF DIVERSE VIEWPOINTS. CONTRAPTION: REDISCOVERING CALIFORNIA JEWISH ARTISTS FEBRUARY 22-JULY 29, 2018 THIS ORIGINAL CJM EXHIBITION FEATURED WORK BY SIXTEEN CALIFORNIA-BASED ARTISTS OF JEWISH DESCENT. THE ARTISTS-BOTH HISTORICAL AND CONTEMPORARY- WERE REPRESENTED BY WORK REFERRING TO THE MACHINE EITHER LITERALLY OR METAPHORICALLY. AMONG WORKS BY LIVING ARTISTS WERE LARGE-SCALE MECHANICAL INSTALLATIONS BY BERNIE LUBELL AND SHERI SIMONS, AS WELL AS CERAMICS, DRAWINGS, SCULPTURE, AND PAINTINGS BY NED KAHN, BELLA FELDMAN, HOWARD FRIED, AND ANNABETH ROSEN. OTHER LIVING ARTISTS REPRESENTED IN THE EXHIBITION INCLUDED JUDITH BELZER, CAROL BERNARD, AND MIRIAM DYM. HISTORICAL ARTISTS REPRESENTED IN THE EXHIBITION INCLUDED EDWARD BIBERMAN, BORIS DEUTSCH, RUBE GOLDBERG, JOHN GUTMAN, BRUCE HANDELSMAN, RICHARD KAMLER, AND IRVING NORMAN. A COMPREHENSIVE CATALOG OF THE EXHIBITION WAS PUBLISHED BY HIRMER VERLAG, A PROMINENT FINE ARTS PRESS. THE ART OF RUBE GOLDBERG MARCH 15JULY 8, 2018 THIS EXHIBITION EXPLORED THE CAREER OF RUBE GOLDBERG (18831970), ONE OF THE MOST CELEBRATED AND INFLUENTIAL CARTOONISTS OF ALL TIME. MARKING THE FIRST COMPREHENSIVE RETROSPECTIVE EXHIBITION OF GOLDBERGS WORK SINCE 1970, THE PRESENTATION BROUGHT TOGETHER NEVER-BEFORE-SEEN ORIGINAL DRAWINGS AND PREPARATORY SKETCHES ALONGSIDE RARE PHOTOGRAPHS, FILMS, LETTERS, AND MEMORABILIA FROM THE GOLDBERG FAMILY ARCHIVES. LEW THE JEW AND HIS CIRCLE: ORIGINS OF AMERICAN TATTOO JULY 26, 2018JUNE 9, 2019 "LEW THE JEW" ALBERTS (18801954) WAS ONE OF THE MOST INFLUENTIAL ARTISTS TATTOOING IN NYCS BOWERY AT THE BEGINNING OF THE TWENTIETH CENTURY. THIS EXHIBITION INCLUDED PREVIOUSLY UNPUBLISHED AND RARE ORIGINAL TATTOO ARTWORK, PHOTOS, AND CORRESPON-DENCE BETWEEN LEW AND SAN FRANCISCO TATTOO ARTISTS "BROOKLYN JOE" LIEBER AND C. J. "POP" EDDY. IN THAT CASE: HAVRUTA IN CONTEMPORARY ART-OXOSSI AYOFEMI AND RISA WECHSLER JULY 26, 2018JANUARY 14, 2020 OAKLAND-BASED VISUAL ARTIST OXOSSI AYOFEMI PARTNERED WITH RENOWNED STANFORD UNIVERSITY PHYSICIST RISA WECHSLER TO PRESENT BLACK MATTER, AN EXHIBITION EXPLORING THE NATURE OF THE ELUSIVE DARK MATTER THAT FILLS THE UNIVERSE, IMAGERY OF PRESENCE AND ABSENCE, AND LATENT ABUNDANCE IN AFRICAN AMERICAN CULTURE. VEILED MEANINGS: FASHIONING JEWISH DRESS, FROM THE COLLECTION OF THE ISRAEL MUSEUM, JERUSALEM AUGUST 30, 2018JANUARY 6, 2019 THE FIRST COMPREHENSIVE EXHIBITION DRAWN FROM THE ISRAEL MUSEUMS WORLD-RENOWNED COLLECTION OF JEWISH WARDROBE TO BE PRESENTED IN THE UNITED STATES FEATURED MORE THAN 100 ARTICLES OF CLOTHING SPANNING THE EIGHTEENTH TO TWENTIETH CENTURIES FROM OVER TWENTY COUNTRIES ACROSS FOUR CONTINENTS. THE EXHIBITION INVOLVED CLOSE COLLABORATION BETWEEN THE CJM AND THE CURATORIAL TEAM AT THE ISRAEL MUSEUM, INCLUDING EXHIBITION CURATOR EFRAT ASSAF-SHAPIRA, WHO VISITED THE CJM FOR TWELVE DAYS TO ASSIST WITH THE INSTALLATION, MEET WITH STAFF, LEAD TOURS, AND PRESENT PUBLIC PROGRAMS. SHOW ME AS I WANT TO BE SEEN FEBRUARY 7JULY 7, 2019 TAKING THE WORK OF FRENCH JEWISH ARTIST AND WRITER CLAUDE CAHUN (18941954) AND HER LIFELONG LOVER AND COLLABORATOR MARCEL MOORE (18921972) AS ITS STARTING POINT, THIS EXHIBITION EXAMINED THE EMPOWERED REPRESENTATION OF FLUID AND COMPLEX GENDER, ETHNIC, AND RACIAL IDENTITY. CAHUN (BORN LUCY SCHWOB) AND MOORE (BORN SUZANNE MALHERBE) WERE PIONEERS IN THEIR BOLD REPRESENTATIONS OF AN UNFIXED SELF. THIS EXHIBITION POSITIONED THEIR WORK IN DIALOGUE WITH TEN CONTEMPORARY ARTISTS-NICOLE EISENMAN, RHONDA HOLBERTON, HIWA K, YOUNG JOON KWAK, ZANELE MUHOLI, TOYIN OJIH ODUTOLA, GABBY ROSENBERG, TSCHABALALA SELF, DAVINA SEMO, AND ISABEL YELLIN. DARIA MARTIN: TONIGHT THE WORLD JUNE 27, 2019FEBRUARY 23, 2020 DARIA MARTINS NEW INSTALLATION, CO-COMMISSIONED WITH BARBICAN, LONDON, COMBINES COMPUTER GAMING TECHNOLOGY AND FILM TO EXPLORE THE SUBCONSCIOUS MEMORIES OF HER GRANDMOTHER, ARTIST SUSI STIASSNI. AS A TEENAGER, STIASSNI AND HER FAMILY FLED THEN CZECHOSLOVAKIA FROM THE IMMINENT NAZI OCCUPATION, EVENTUALLY SETTLING IN MARIN COUNTY, WHERE MARTIN WAS BORN AND RAISED. AN IMMERSIVE AND ATMOSPHERIC ENVIRONMENT, TONIGHT THE WORLD STAGES A SERIES OF INTIMATE ENCOUNTERS WITH AN EXTENSIVE ARCHIVE OF STIASSNIS DREAM DIARIES. THE MULTIMEDIA EXHIBITION INCLUDES REFUGE, A COMPUTER GAME BASED ON A 3-D RENDERING OF THE VILLA STIASSNI, AND CUL- MINATES IN AN ORIGINAL FILM BRINGING STIASSNIS DREAMS TO LIFE SHOT ONSITE AT THE PRESENT-DAY VILLA STIASSNI. PROGRAM AND EDUCATION HIGHLIGHTS DURING 20182019, THE CJM PRESENTED A FULL ARRAY OF PROGRAMMING FOR YOUNG ADULTS, TEENS, FAMILIES, AND K12 STUDENTS AND TEACHERS. THESE EXPERIENCES OFFERED NEW PERSPECTIVES ON IDENTITY AND PROMOTED COMMUNITY CONNECTIONS ANCHORED IN JEWISH CULTURE AND VALUES. TEXTILE LAB IN CONNECTION WITH THE EXHIBITION VEILED MEANINGS: FASHIONING JEWISH DRESS FROM THE COLLECTION OF THE ISRAEL MUSEUM, JERUSALEM, THE CJM CREATED A UNIQUE, INTERACTIVE TEXTILE LAB IN THE STEPHEN AND MARIBELLE LEAVITT YUD GALLERY ADJACENT TO THE EXHIBITION. THE TEXTILE LAB COMPRISED A HANDS-ON, EDUCATIONAL INSTALLATION THAT ENABLED VISITORS TO EXPLORE WEAVING ON A GIANT LOOM, DRAPING ON DRESS FORMS, AND EMBROIDERING PATTERNS INSPIRED BY THE EXHIBITION. A VIDEO NOOK FEATURED INTERVIEWS WITH BAY AREA COMMUNITY MEMBERS WITH FAMILIES FROM REGIONS REPRESENTED IN THE EXHIBITION. ADDITIONAL EDUCATIONAL PRESENTATIONS ALSO MADE USE OF THE TEXTILE LAB, INCLUDING A SERIES OF HANDS-ON WORKSHOPS PRESENTED IN PARTNERSHIP WITH THE SAN FRANCISCO SCHOOL OF NEEDLEWORK AND DESIGN. MANY OF THE 2,000+ K-12 STUDENTS AND TEACHERS WHO TOURED THE EXHIBITION ALSO PARTICIPATED IN ARTIST-LED WORKSHOPS IN THE TEXTILE LAB. ACCESS PROGRAMS THE CJM OFFERS A WIDE ARRAY OF ACCESS PROGRAMS OFFERED FREE OF CHARGE TO FULFILL A COMMUNITY NEED FOR HIGH-QUALITY, INDIVIDUALIZED OPPORTUNITIES FOR SENIORS AND PEOPLE WITH DISABILITIES. IN FISCAL YEAR 2019, THE CJM CONTINUED THIS LONGSTANDING DEDICATION TO ACCESSIBILITY, EXPANDING AN ALREADY EXTENSIVE RANGE OF PROGRAMMING FOR VISITORS WITH INTELLECTUAL, PHYSICAL, OR SOCIAL BARRIERS TO PARTICIPATION. THESE INCLUDED VERBAL DESCRIPTION TOURS OF EXHIBITIONS FOR VISITORS WITH IMPAIRED VISION, AMERICAN SIGN LANGUAGE TOURS FOR THE HEARING IMPAIRED, AND MULTISENSORY TOURS FOR INDIVIDUALS WITH EARLY-STAGE ALZHEIMERS AND THEIR CARE PARTNERS. THE ANNUAL SUPERFEST: INTERNATIONAL DISABILITY FILM FESTIVAL, PRESENTED ON OCTOBER 21, 2018 IN PARTNERSHIP WITH THE LONGMORE INSTITUTE ON DISABILITY AT SAN FRANCISCO STATE UNIVERSITY AND LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED, ENGAGED A SOLD-OUT AUDIENCE OF 220 IN THE CJMS RICHARD AND RHODA GOLDMAN HALL. PROGRAMS DESIGNED TO SERVE SENIORS IN THE BAY AREA WERE OFFERED MONTHLY ON FREE FIRST TUESDAYS. IN ADDITION TO WELCOMING SENIORS TO EXHIBITION TOURS, THE CJM PRESENTED ART-MAKING WORKSHOPS AND CREATIVE AGING: DANCE FOR LIFE PROGRAMS FEATURING GUIDED MOVEMENT EXERCISES WITH LIVE MUSIC.
PROGRAM SERVICE ACTIVITY CONTINUED...THE CJM CONTINUED TO PARTNER WITH BAY AREA SOCIAL SERVICE AGENCIES TO PROVIDE ACCESS TO THE MUSEUM FOR UNDER-SERVED, LOW-INCOME INDIVIDUALS. RECENT PARTNERS INCLUDE: ALZHEIMERS ASSOCIATION, NORTHERN CALIFORNIA AND NEVADA CHAPTER; ELDER CARE ALLIANCE; JEWISH LEARNING WORKS INCLUDE; PAUL K. LONGMORE INSTITUTE ON DISABILITY AT SAN FRANCISCO STATE UNIVERSITY; LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED; SAN FRANCISCO DEPARTMENT OF AGING AND ADULT SERVICES; SAN FRANCISCO DEPARTMENT OF VETERAN'S AFFAIRS; SAN FRANCISCO MAYOR'S OFFICE ON DISABILITY; THE STONEWALL PROJECT, SAN FRANCISCO AIDS FOUNDATION; SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES. YOUNG ADULT PROGRAMS DESIGNED TO APPEAL TO YOUNG ADULTS, THREE NIGHT AT THE JEWSEUM PROGRAMS WERE PRESENTED IN 20182019, EACH TAILORED TO A SPECIFIC THEME RELATED TO JEWISH HOLIDAYS AND MUSEUM EXHIBITIONS; ADORNMENT (SEPTEMBER 13, 2018); SHIMMER (DECEMBER 6, 2018); AND PURIM CABARET (MARCH 21, 2019). NIGHT AT THE JEWSEUM PROVIDED OCCASIONS FOR ATTENDEES TO SOCIALIZE AND LEARN IN THE CONTEXT OF RE-IMAGINED, INFORMAL JEWISH EDUCATIONAL EXPERIENCES. ON SUNDAY, JUNE 9, A FREE, ALL-DAY ZINE FEST, SHOW ME YOUR STORIES, WAS PRESENTED, FEATURING AN ARRAY OF HANDS-ON ACTIVITIES PROMOTING CREATIVE AND INCLUSIVE SELF-EXPRESSION. IN ADDITION, THE FOLLOWING PROGRAMS WITH SPECIAL APPEAL TO YOUNG ADULT AUDIENCES WERE PRESENTED: YARN: STORYTELLING WITH HEATHER GOLD AND FRIENDS, A COMEDY STORYTELLING PERFORMANCE (JULY 12, 2018); PORCHLIGHT: TATTOO TALES, STORYTELLING ABOUT TATTOOS PRESENTED IN CONJUNCTION WITH THE CJM EXHIBITION LEW THE JEW AND HIS CIRCLE: ORIGINS OF AMERICAN TATTOO (AUGUST 16, 2018); SEPHARDIC LEGACY PRESENTED BY THE LADINO PROJECT-A NIGHT OF MUSIC AND DANCE (OCTOBER 4, 2018). THE SIMPSONS AND OTHER JEWISH FAMILIES-MIKE REISS (OCTOBER 18, 2018); AND SHALOM BOLLYWOOD: THE UNTOLD STORY OF INDIAN CINEMA (JANUARY 3, 2019). TEEN PROGRAMS THE CENTERPIECE OF THE CJM TEEN PROGRAMS IS THE TEEN ART CONNECT (TAC) INTERNSHIP, A YEARLONG, PAID INTERNSHIP AT THE CJM THAT PROVIDES HANDS-ON WORK EXPERIENCE, APPRENTICESHIPS, PROFESSIONAL DEVELOPMENT WORKSHOPS, AND SKILL-BUILDING ARTS ACTIVITIES. TAC INTERNS PLANNED AND PRODUCED A SERIES OF EVENTS FOR THEIR PEERS ENGAGING 586 TEEN PARTICIPANTS OVER THE COURSE OF THE YEAR. ACTIVITIES INCLUDED TEEN-LED ARCHITECTURE TOURS, ARTIST WORKSHOPS, PANEL DISCUSSIONS, ART-MAKING ACTIVITIES, AND THE TEEN-CURATED EXHIBITION WHAT WE HOLD: A YOUTH AUDIO PROJECT DESCRIBED BELOW. EACH OF THESE PROGRAMS PROVIDED OPPORTUNITIES FOR TEENS TO EXPLORE CREATIVE EXPRESSIONS OF JEWISH IDENTITY. TEENS ALSO TOURED THE CJM'S EXHIBITION VEILED MEANINGS: FASHIONING JEWISH DRESS, FROM THE COLLECTION OF THE ISRAEL MUSEUM, JERUSALEM ACQUIRING KNOWLEDGE OF A SPECTRUM OF CULTURES IN THE JEWISH DIASPORA, AND EXPLORING CONNECTIONS WITH THEIR OWN PERSONAL ORIGINS AND FAMILY HISTORIES. WHAT WE HOLD: A YOUTH AUDIO PROJECT IS THE SIXTH INSTALLMENT IN THE CJM'S SERIES HIGHLIGHTING YOUTH VOICES. FOR THIS PROJECT, TEENS INTERVIEWED A FAMILY MEMBER OR LOVED ONE TO INVESTIGATE AND REFLECT ON WHAT ASPECTS OF THEIR IDENTITIES ARE INFLUENCED BY CULTURAL INHERITANCE AND FAMILY LIFE. OVER THE COURSE OF THREE MONTHS, TEENS MET WITH A THEATER ARTIST, A PODCAST DEVELOPER, AND YOUTH EDUCATORS TO LEARN THE CRAFTS OF STORYTELLING, INTERVIEWING, STORYBOARDING, AND PODCAST EDITING. THIS ENGAGEMENT RESULTED IN THE CREATION OF MORE THAN FIFTY NEW RECORDINGS THAT OFFER A COMPELLING WINDOW INTO IDENTITY AND INTERGENERATIONAL VALUES. THE AUDIO DOCUMENTARIES ARE AVAILABLE TO THE PUBLIC IN A NEWLY-DESIGNED, NEWLY-DESIGNED, DIGITAL LISTENING ROOM AT THE MUSEUM AS WELL AS AN INTERACTIVE WEBSITE THAT CAN BE SEARCHED BY THEME, WHATWEHOLD-THECJM.ORG. FAMILY PROGRAMS FAMILY ARTBASH SUNDAYS ARE THE CJM'S SPECIAL PROGRAM FOR PRESCHOOL-AGED CHILDREN AND THEIR FAMILIES. FOUR SPECIALLY-DESIGNED DAYS OF INTERACTIVE WORKSHOPS AND PERFORMANCES WERE PRESENTED FREE-OF-CHARGE ON SEPTEMBER 23 AND DECEMBER 9, 2018, AND JANUARY 13 AND MARCH 17, 2019. THE ZIM ZOOM FAMILY ROOM IS A DEDICATED SPACE FOR INTERGENERATIONAL ARTS ACTIVITIES ESPECIALLY DESIGNED FOR THE CJM'S YOUNGEST VISITORS AND IS OPEN TO FAMILIES DURING ALL MUSEUM HOURS. DROP-IN ART STUDIOS OFFERED HANDS-ON ART MAKING ACTIVITIES RELATED TO EXHIBITIONS AND SEASONAL JEWISH THEMES TWO SUNDAYS EACH MONTH AND ON SELECT HOLIDAYS. ART PUSHCART OFFERED SIMILAR OPPORTUNITIES IN THE GALLERIES ON ALTERNATE SUNDAYS. K-12 SCHOOL AND TEACHER PROGRAMS THE CJM IS AMONG THE BAY AREA'S MOST IMPORTANT ARTS EDUCATION RESOURCES FOR K12 STUDENTS AND TEACHERS DURING SCHOOL HOURS. INTERACTIVE TOURS OF EXHIBITIONS AND THE ARCHITECTURE OF THE CJM BUILDING LED BY PROFESSIONAL EDUCATORS ARE THE CENTERPIECE OF THE PROGRAMS. ONLINE CURRICULUM RESOURCE MATERIALS ENHANCE TEACHERS' ABILITY TO INCORPORATE TOUR CONTENT IN THE CLASSROOM. ART-MAKING WORKSHOPS DEEPEN STUDENTS' LEARNING AND FOSTER CREATIVITY. ALL TOURS AND ACCOMPANYING ART-MAKING WORKSHOPS ARE FREE OF CHARGE TO ALL SCHOOLS. THE FOLLOWING K12 PROGRAMS WERE OFFERED DURING FISCAL YEAR 2019: PAST TO PRESENT: A SAN FRANCISCO NEIGHBORHOOD FROM THE GOLD RUSH TO TODAY PROVIDES AN INTEGRATED SET OF ARTS EXPERIENCES FOCUSED ON THE CJM'S HISTORIC BUILDING. STUDENTS LEARN ABOUT SAN FRANCISCO HISTORY EMBEDDED IN THE BUILDING AND NEIGHBORHOOD, AS WELL AS IN DOCUMENTS FROM THE GOLD RUSH AND TURN-OF-THE-CENTURY SAN FRANCISCO. STUDENTS EXPLORE HISTORICAL AND MODERN DESIGN CONCEPTS THROUGH ART-MAKING ACTIVITIES. RESILIENCE, HOLOCAUST, AND THE ARCHITECTURE OF LIFE FEATURES HOLOCAUST SURVIVORS PRESENTING FIRST-HAND ACCOUNTS OF THEIR LIVES. TOURS AND ART MAKING CONNECT THESE PRESENTATIONS WITH SYMBOLISM EMBEDDED IN THE ARCHITECTURE OF THE CJM'S BUILDING, DESIGNED BY POLISH-AMERICAN ARCHITECT DANIEL LIBESKIND, HIMSELF A CHILD OF HOLOCAUST SURVIVORS. CLOTHING, CULTURE, HERITAGE, AND MIGRATION FOCUSED ON THREE THEMES RELATED TO VEILED MEANINGS: FASHIONING JEWISH DRESS, FROM THE COLLECTION OF THE ISRAEL MUSEUM, JERUSALEM-STORIES AND TRADITIONS OF DIVERSE CULTURES, GEOGRAPHY AND MAPS, AND CLOTHING AND LIFESTYLE, THEN AND NOW. PROGRAMS TAUGHT AGAINST STEREOTYPES AND BROUGHT TO LIGHT THE IDEA THAT, LIKE MANY CULTURES, JEWISH PEOPLE LIVE ALL OVER THE WORLD, AND REPRESENT GLOBAL DIVERSITY. IN THIS CONTEXT, THE TEXTILE LAB FUNCTIONED AS A MAKER SPACE WHERE STUDENTS AND TEACHERS WERE GUIDED IN HANDS-ON CREATIVE EXPLORATION OF FABRICS, CLOTHING DESIGN, WEAVING, DRAPING, AND EMBROIDERY. JEWS AND TATTOOS FEATURED EXHIBITION TOURS AND ART MAKING WORKSHOPS RELATED TO THE EXHIBITION LEW THE JEW AND HIS CIRCLE: ORIGINS OF AMERICAN TATTOO. THE EXHIBITION FEATURED PREVIOUSLY UNPUBLISHED ORIGINAL TATTOO ART BY "LEW THE JEW" ALBERTS, A PIONEERING ARTIST IN THE EMERGING TATTOO INDUSTRY OF THE EARLY TWENTIETH CENTURY. BLACK MATTER-OXOSSI AYOFEMI AND RISA WECHSLER EXPLORES IMAGES BY ARTIST OXOSSI AYOFEMI THAT PORTRAY BLACK POWER, DESERTS, CITIES, WATERFALLS, AND BREAK DANCING AS SOURCES AND MODELS OF CONTINUOUS ENERGY. IMAGES DEVELOPED BY STANFORD UNIVERSITY COSMOLOGIST AND PHYSICIST DR. RISA WESCHLER, WHO PARTNERED WITH AYOFEMI ON THE EXHIBITION, PROVIDE A CONTRASTING PERSPECTIVE. TEENS HAVE OPPORTUNITIES TO EXPLORE THESE THEMES AND RESPOND WITH ORIGINAL ART. PORTRAITURE, IDENTITY, AND REPRESENTATION EXPLORED PERSONAL AND CULTURAL IDENTITY THROUGH THE EXHIBITION SHOW ME AS I WANT TO BE SEEN. STUDENTS VIEWED AND RESPONDED TO PHOTOGRAPHS BY JEWISH SURREALIST ARTIST CLAUDE CAHUN AND PORTRAITURE BY CONTEMPORARY ARTISTS IN THE EXHIBITION. THEY WERE GUIDED IN ARTMAKING ACTIVITIES TO PORTRAY THEIR OWN PERSONAL AND CULTURAL IDENTITIES. FORM 990, PART VI, SECTION A, LINE 2 DOROTHY SAXE AND DAVID SAXE HAVE A FAMILY RELATIONSHIP. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD OF TRUSTEES DELEGATED REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. GRANT THORNTON LLP AND THE ORGANIZATION'S FINANCE STAFF WORK TOGETHER TO GATHER THE REQUIRED INFORMATION NECESSARY TO COMPLETE THE FORM. THE INITIAL DRAFT FORM 990 IS REVIEWED BY GRANT THORNTON LLP AND THE ORGANIZATION'S MANAGEMENT. AFTER THE FORM IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES ARE REFLECTED ON THE FORM AND AN UPDATED FORM 990 IS PREPARED. THE AUDIT COMMITTEE REVIEWS THE UPDATED FORM 990 AND, ONCE SATISFIED WITH THE RETURN, THE AUDIT COMMITTEE APPROVES THE RETURN FOR FILING WITH THE IRS. THE AUDIT COMMITTEE FURTHER REVIEWS THE FORM 990 WITH THE FINANCE COMMITTEE AND THEN PROVIDES A COMPLETE COPY OF THE FORM TO THE BOARD OF TRUSTEES PRIOR TO IT BEING FILED WITH THE IRS.
MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12: THE MUSEUM HAS A CONFLICT OF INTEREST POLICY THAT COVERS TRUSTEES AND THE PRINCIPAL OFFICERS OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS. THE POLICY PROVIDES FOR A SYSTEMATIC AND ONGOING PROCESS REQUIRING INDIVIDUALS WHO HAVE DECISION-MAKING RESPONSIBILITIES TO DISCLOSE AND ADDRESS POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST AND HAVE A DUTY TO UPDATE THE DISCLOSURE FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. EACH TRUSTEE AND PRINCIPAL OFFICER OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY COMPLETES AND SIGNS THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. TO ENSURE THE MUSEUM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING: (A) REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS, OR ACQUISITION OR DE-ACQUISITION OF MUSEUM PROPERTY WITH DISQUALIFIED PERSONS AND INTERESTED DIRECTORS, IF ANY, TO ENSURE THAT THE TRANSACTIONS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (B) REVIEW OF PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS, IF ANY, TO ENSURE THAT THE ARRANGEMENTS CONFORM TO THE MUSEUM'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, IN AN EXCESS BENEFIT TRANSACTION, OR IN A SELF-DEALING TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS AS ABOVE PROVIDED, THE MUSEUM MAY, AS NECESSARY, USE OUTSIDE EXPERTS. IF OUTSIDE EXPERTS ARE USED, THEIR USE DOES NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED.
PROCESS OF DETERMINING COMPENSATION OF EXEC. DIR. & KEY EMPLOYEESFORM 990, PART VI, SECTION B, LINES 15A AND 15B: FOR CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER, THE BOARD DELEGATED REVIEW AND APPROVAL TO THE EXECUTIVE COMMITTEE. THIS COMMITTEE COMPARED THE PROPOSED SALARY AND BENEFITS TO SALARIES AND BENEFITS PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR FUNCTIONALLY-COMPARABLE POSITIONS IN THE SAN FRANCISCO BAY AREA. FOR OTHER KEY EMPLOYEES, THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER CONDUCT REVIEWS OF COMPARABLE POSITIONS AND APPROVE SALARIES AND BENEFITS.
Documents Made Available to the PublicFORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
Other Changes in Net AssetsForm 990, Part XI, Line 9: THE OTHER CHANGES IN NET ASSETS CONSISTS OF A CHANGE IN THE VALUE OF THE BENEFICIAL INTEREST IN REMAINDER TRUST OF $ 152,503 AND UNREALIZED LOSS ON SWAP OF $(532,705).
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTORS & CONSULTANTS TOTAL FEES:535155
FORM 990 PART IX LINE 11GDESCRIPTION:SECURITY TOTAL FEES:689714
FORM 990 PART IX LINE 11GDESCRIPTION:JANITORIAL TOTAL FEES:185909

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