2019-12-11T10:09:19-06:00 2019-06-30 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2018-07-01 136161548 KATONAH MUSEUM OF ART KATO 9142329555 134 JAY STREET KATONAH NY 10536 MICHAEL GITLITZ EXECUTIVE DIRECTOR 9142329555 2019-12-11 1 SCOTT M BRENNER P01247233 9145249000 65.51.91.156 2019-12-11 10:06:01 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 71DE476EBF29C189CE8D8985D3ECFF7A60041DB4 2018 2020-04-17 16:48:07Z MICHAEL GITLITZ 134 JAY STREET KATONAH NY 10536 1631081 0 X WWW.KATONAHMUSEUM.ORG X 1957 NY PROMOTES THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. 19 19 37 125 0 0 1181464 1366537 72959 87067 136189 140124 1748 -61052 1392360 1532676 11000 2250 0 0 835713 885666 0 0 322875 682499 908378 1529212 1796294 -136852 -263618 6695980 6501120 131032 127031 6564948 6374089 X THE KATONAH MUSEUM OF ART, THROUGH INNOVATIVE EXHIBITION AND EDUCATION PROGRAMS, PROMOTES THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. THE MUSEUM PRESENTS EXHIBITIONS THAT EXPLORE IDEAS ABOUT ART, CULTURE AND SOCIETY - PAST AND PRESENT. 0 0 655312 2250 48731 EXHIBITIONS: DURING THE YEAR FROM 7/1/18-6/30/19, WE PRESENTED NINE EXHIBITIONS THAT EXPLORED IDEAS ABOUT ART, CULTURE, AND SOCIETY - PAST AND PRESENT. THEY FULFILLED THE KMA'S PLEDGE TO PROMOTE THE UNDERSTANDING AND ENJOYMENT OF THE VISUAL ARTS FOR DIVERSE AUDIENCES. 571074 38336 CHILDREN'S EDUCATION: THE KMA'S EDUCATION DEPARTMENT DEVELOPS GROUP VISITS, SCHOOL PROGRAMS, EDUCATIONAL MATERIALS, FAMILY PROGRAMS AND COMMUNITY PARTNERSHIPS THAT MAKE THE KMA'S EXHIBITIONS ACCESSIBLE AND RELEVANT TO THE NEEDS AND INTERESTS OF DIVERSE AUDIENCES. THESE INITIATIVES SUPPORT AND SOLIDIFY THE KMA'S EDUCATION MISSION AS A "TEACHING MUSEUM." KMA'S EDUCATION PROGRAMS ARE PRESENTED BOTH AT THE MUSEUM AS WELL AS OFF-SITE AT LOCAL SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS, REACHING MORE THAN 108,000 PARTICIPANTS IN 2018-2019. ACTIVITIES INCLUDE PROVIDING A FAMILY FRIENDLY, HANDS-ON LEARNING CENTER SPACE THAT IS TRANSFORMED SEASONALLY TO ALIGN WITH THE MAIN EXHIBITIONS; A ROBUST DOCENT TRAINING PROGRAM THAT PREPARES A ROSTER OF COMMUNITY VOLUNTEERS TO GIVE ADULT AND SCHOOL TOURS; EXHIBITION-BASED YOUTH, SCHOOL, AND FAMILY PROGRAMS; AN ANNUAL YOUNG ARTISTS HIGH SCHOOL EXHIBITION; MULTI-SESSION PARTNERSHIP PROGRAMS WITH SCHOOLS AND COMMUNITY-SERVICE ORGANIZATIONS. EXAMPLES OF THESE PROGRAMS INCLUDE THINKING THROUGH THE ARTS -, A WRITING, DANCE AND ART PROGRAM OFFERED TO STUDENTS GRADES 2-6, KMA TEEN COUNCIL IN WHICH HIGH SCHOOL STUDENTS PRODUCE EVENTS FOR THEIR PEERS; AND ARTE JUNTOS/ART TOGETHER, A BILINGUAL ART AND LITERACY PROGRAM FOR LATINO FAMILIES. THE KMA'S EDUCATION DEPARTMENT ALSO CONDUCTS PROFESSIONAL DEVELOPMENT FOR EDUCATORS.ADULT PROGRAMS: THE MUSEUM PROVIDES A CONTINUAL RESOURCE AND OPPORTUNITY FOR LIFE-LONG LEARNING. WE OFFER FREE GUIDED TOURS DAILY WHEN THE MUSEUM IS OPEN. WE ALSO PROVIDE GROUP TOURS TO ANY ORGANIZED GROUP SUCH AS ASSISTED LIVING FACILITIES, GROUP HOMES, COMMUNITY-BASED ORGANIZATIONS, AND CLUBS. CURATORS LEAD PANEL DISCUSSIONS WITH ARTISTS EXPLORING HOW THE CURRENT EXHIBIT INFORMS THE ARTIST'S CREATIONS. AT OUR MONTHLY SENIOR SOCIALS AN EXPERT DOCENT SHARES IN-DEPTH INFORMATION ABOUT EXHIBITIONS, ARTISTS, AND IDEAS FOLLOWED BY COFFEE AND TREATS. EACH MONTH DURING THE SUMMER WE OPEN THE SCULPTURE GARDEN IN THE EVENING FOR PARTIES WITH COMPLIMENTARY BEER, WINE, AND HORS D'OEUVRES TO CELEBRATE OUR KMA COMMUNITY, LOCAL FARMERS, AND THE KMA'S SUMMER EXHIBITION. AT OUR PICTURE & PROSE SERIES, PARTICIPANTS EXPLORE THE RELATIONSHIP BETWEEN ART AND LITERATURE ASSOCIATED WITH CURRENT EXHIBITS. THE MUSEUM ALSO OFFERS EXPERT LED DAY AND EXTENDED TRIPS TO EXPLORE OTHER CULTURAL INSTITUTIONS. 4050 OTHER: RETAIL SALES AND VARIOUS REFUNDS/ CREDITS. 4050 1226386 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MICHAEL GITLITZ EXECUTIVE DIRECTOR 9142329555 134 JAY STREET KATONAH NY 10536 DEBORAH MULLIN PRESIDENT 15.00 X X 0 0 0 ELLEN GRIMES VICE PRESIDENT 1.00 X X 0 0 0 TARA CONIARIS SECRETARY 1.00 X X 0 0 0 ANDREW MICHAEL DAVIES TREASURER 1.00 X X 0 0 0 KATHY ABBOTT TRUSTEE 1.00 X 0 0 0 WINTHROP CONRAD JR TRUSTEE 1.00 X 0 0 0 CRAIG CULVER TRUSTEE 1.00 X 0 0 0 SCOTT DAVIS TRUSTEE (OUTGOING) 1.00 X 0 0 0 VANESSA DIEBOLD TRUSTEE 1.00 X 0 0 0 MARILYN D GLASS TRUSTEE 1.00 X 0 0 0 LA RUTH HACKNEY GRAY TRUSTEE 1.00 X 0 0 0 CRAIG INTINARELLI TRUSTEE 1.00 X 0 0 0 SALLY KETCHUM TRUSTEE 1.00 X 0 0 0 JEANNE MARKEL TRUSTEE 1.00 X 0 0 0 MELISSA ROTH MENDEZ TRUSTEE (OUTGOING) 1.00 X 0 0 0 JERRY PINKNEY TRUSTEE 1.00 X 0 0 0 ROBIN SIMON TRUSTEE 1.00 X 0 0 0 JUDITH D WIDMANN TRUSTEE (OUTGOING) 1.00 X 0 0 0 VIDA FOUBISTER TRUSTEE 1.00 X 0 0 0 STANLEY KOGELMAN TRUSTEE 1.00 X 0 0 0 AMY PARSONS TRUSTEE 1.00 X 0 0 0 THOMAS ROM TRUSTEE 1.00 X 0 0 0 MICHAEL GITLITZ EXECUTIVE DIRECTOR 40.00 X 69633 0 3150 NAVY DJONOVIC OUTSOURCED CFO 40.00 X 0 0 0 69633 0 3150 0 0 0 0 0 282186 59750 1024601 99982 1366537 ADMISSIONS & EXHIBITIO 713990 48731 48731 EVENTS AND OTHER PROGR 713990 38336 38336 87067 140124 140124 32340 282186 97442 -65102 -65102 1731 963 768 768 OTHER INCOME 900099 3282 3282 3282 1532676 91117 0 75022 2250 2250 160650 48195 32130 80325 600615 417490 62881 120244 7960 3842 2240 1878 57582 24808 14877 17897 58859 25358 15208 18293 131740 114769 5823 11148 24130 24130 125341 109194 5540 10607 19863 16172 2400 1291 148496 114783 7375 26338 92554 75964 14351 2239 141591 120352 7080 14159 18620 15827 931 1862 EXHIBITION EXPENSES 97069 97069 EDUCATION AND PGM. EXP. 51683 40313 2067 9303 BAD DEBT EXPENSE 50000 50000 0 INDIRECT FUNDRAISING EX 6016 6016 1275 1275 1796294 1226386 247033 322875 593738 327784 42120 278857 111000 73600 1812 1575 24595 31519 4206253 3460860 772010 745393 4477681 4736181 669024 302211 4000 4000 6695980 6501120 110599 76154 20433 50877 131032 127031 X 513471 614018 620407 464666 5431070 5295405 6564948 6374089 6695980 6501120 -263618 72759 0 X X 0 1 X 1 0 X 1576830 1190466 1052282 1181464 1366537 6367579 118104 97411 111516 74237 87835 489103 1694934 1287877 1163798 1255701 1454372 6856682 364098 243333 224545 253001 421104 1506081 0 364098 243333 224545 253001 421104 1506081 5350601 125090 -75113 271176 136354 140124 597631 125090 -75113 271176 136354 140124 597631 162615 55251 90806 214387 37353 560412 1982639 1268015 1525780 1606442 1631849 8014725 0.66760 0.64050 0.07460 0.07190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2014 AMOUNT: $ 109,535. 2015 AMOUNT: $ 9,325. 2016 AMOUNT: $ 53,505. 2017 AMOUNT: $ 211,433. 2018 AMOUNT: $ 32,340. GROSS SALE OF INVENTORY - 2014 AMOUNT: $ 50,799. 2015 AMOUNT: $ 45,548. 2016 AMOUNT: $ 35,519. 2017 AMOUNT: $ 2,484. 2018 AMOUNT: $ 1,731. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 2,281. 2015 AMOUNT: $ 378. 2016 AMOUNT: $ 1,782. 2017 AMOUNT: $ 470. 2018 AMOUNT: $ 3,282. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5431070 188753 325000 5294822 5232153 293904 94987 5431070 5305629 21689 484307 579472 5232153 5800606 -106577 388400 5305629 6020029 46082 265505 5800606 1.00000 0 0 162567 162567 3939974 3400871 539103 52256 21276 30980 51456 38713 12743 745393 X 1575289 72759 -6016 66743 1508546 24130 24130 1532676 1766148 0 1766148 24130 6016 30146 1796294 PART V, LINE 4: INCOME GENERATED FROM THE PERMANENTLY RESTRICTED NET ASSETS IS AVAILABLE TO SUPPORT SPECIAL PROGRAMS, EXHIBITIONS, AND EDUCATION ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS OF JUNE 30, 2019 AND 2018 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ('ASC") TOPIC 740, WHICH PROVIDES STANDARDS FOR THE ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -6,016. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 6,016. ANNUAL GALA 314526 282186 32340 33980 21645 25300 16517 314526 282186 32340 33980 21645 25300 16517 97442 -65102 X 8 99982 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: DURING THE YEAR, THE MUSUEM RECEIVED GIFT STOCK DONATIONS FROM 5 DONORS VALUED AT $99,982. GLENMEDE PROCESSES AND SELLS NON-CASH CONTRIBUTIONS ON BEHALF OF THE MUSEUM. FORM 990, PART VI, SECTION A, LINE 3 THE SERVICES CUSTOMARILY PERFORMED BY A CFO WERE OUTSOURCED TO MAIER, MARKEY AND JUSTIC LLP, WHO WERE PAID $117,790 FOR THOSE SERVICES FORM 990, PART VI, SECTION B, LINE 11B A PDF VERSION OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO EACH OFFICER AND DIRECTOR BEFORE THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM'S CONFLICT OF INTEREST POLICY IS STATED IN THE TRUSTEE HANDBOOK; ANY POTENTIAL CONFLICTS ARE DISCUSSED AND ADDRESSED BY THE FULL BOARD OF TRUSTEES AS NEEDED. STAFF AND BOARD ARE REQUIRED TO READ A CONFLICT OF INTEREST POLICY AND SIGN A RELATED DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND UNDERTAKES COMPARATIVE SALARY REVIEWS. 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 UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.