2016-02-18T13:31:33-06:00 2015-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2014-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 2016-02-17 1 JOHN PANETTA P00365375 9257902600 2014 2016-08-17 19:52:53Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 15227753 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 32 32 229 428 0 0 13293982 11364855 2290631 2595913 569939 662318 -155138 83913 15999414 14706999 0 0 0 0 9501037 8313158 0 0 981346 8044681 7621725 17545718 15934883 -1546304 -1227884 36526694 34572486 1692737 1644093 34833957 32928393 X THE MUSEUM'S MISSION IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLIC DIALOGUE, WE INSPIRE PEOPLE OF ALL AGES AND BACKGROUNDS TO THINK CREATIVELY AND CRITICALLY ABOUT THE NATURAL, ARTISTIC, AND SOCIAL FORCES THAT CHARACTERIZE OUR STATE AND INFLUENCE ITS RELATIONSHIP TO THE WORLD. 0 0 7674582 979013 EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY14-15, SERVING 156,000 VISITORS ONSITE, INCLUDING APPROXIMATELY 40,000 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED "ABOVE AND BELOW: STORIES FROM OUR CHANGING BAY," "SUPER AWESOME: ART AND GIANT ROBOT," "VINYL: THE SOUND AND CULTURE OF RECORDS, AND THE "THE TREE OF LIFE AND DEATH: DIAS DE LOS MUERTOS." MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR SUMMER READING, DAYS OF THE DEAD, AND LUNAR NEW YEAR; AND "OMCA CONNECT," THE COMMUNITY ENGAGEMENT INITIATIVE. THE MUSEUM MEASURES ITS SUCCESS IN TERMS OF NUMBER OF VISITORS AND MEMBERS, CONTRIBUTIONS TO THE MUSEUM FIELD, CRITICAL AND MEDIA RESPONSE TO EXHIBITIONS, AND VISITOR COMMENTS AND FEEDBACK. 1247441 804236 PUBLIC INFORMATION: THE MUSEUM HAS A VERY ACTIVE PROGRAM OF PUBLIC INFORMATION THAT INCLUDES THE OMCA WEB SITE (WWW.MUSEUMCA.ORG), SOCIAL MEDIA, A MEMBERS' MAGAZINE, AND PRESS RELEASES AND MEDIA ANNOUNCEMENTS. IN 2014-2015, THE MUSEUM CONTINUED TO ENHANCE ITS WEB SITE AND SOCIAL MEDIA PRESENCE, UPDATED ITS COMMUNICATIONS STRATEGY BASED ON SUBSTANTIVE AUDIENCE RESEARCH, AND LAUNCHED A MAJOR INSTITUTIONAL MARKETING CAMPAIGN. 843725 812664 GUILDS AND COUNCILSTHE MUSEUM IS SUPPORTED BY THREE VOLUNTEER GUILDS (ART, HISTORY AND NATURAL SCIENCES), A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS, AND THE COUNCIL ON ARCHITECTURE THAT PROVIDES MONTHLY TOURS OF THE MUSEUM'S LANDMARK BUILDING. DOCENT TOURS SERVE MORE THAN 45,000 SCHOOL CHILDREN, ADULTS AND FAMILIES ANNUALLY. ACTIVITIES BY THE THREE GUILDS INCLUDE LOCAL, NATIONAL AND INTERNATIONAL TOURS AND TRIPS RELATED TO THE MUSEUM'S MISSION AND PROVIDE SUPPORT TO THE PROGRAMS OF THE THREE COLLECTING DISCIPLINES AT THE MUSEUM. 9765748 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 165 0 229 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 1000 OAK STREET OAKLAND CA 94607 ALAN VARELA THRU 63015 TRUSTEE 5.00 X 0 0 0 ALBERT TORRES THRU 63015 TRUSTEE 5.00 X 0 0 0 ANDREA ALFANO TRUSTEE 5.00 X 0 0 0 CARINA WONG TRUSTEE 5.00 X 0 0 0 CHRISTINE PAIGE TRUSTEE 5.00 X 0 0 0 CHRISTOPHER LEE TRUSTEE 5.00 X 0 0 0 CHRISTOPHER MCLAIN TRUSTEE 5.00 X 0 0 0 COLIN BOYLE TRUSTEE 5.00 X 0 0 0 DANA KING TRUSTEE 5.00 X 0 0 0 DORINE HOLSEY STREETER TRUSTEE 5.00 X 0 0 0 EILEEN ASH SECRETARY 5.00 X X 0 0 0 HILLIARD TERRY VICE CHAIR 5.00 X X 0 0 0 JEFFREY CHEUNG THRU 63015 TRUSTEE 5.00 X 0 0 0 JEFFREY T CALDER TRUSTEE 5.00 X 0 0 0 JENNIFER WOLCH TRUSTEE 5.00 X 0 0 0 JOSEPH HURWICH TRUSTEE 5.00 X 0 0 0 KAREN EICHLER TRUSTEE 5.00 X 0 0 0 KENNETH E MAXEY II THRU 63015 TRUSTEE 5.00 X 0 0 0 LANCE A GYORFI VICE CHAIR 5.00 X X 0 0 0 MARK SLATER TRUSTEE 5.00 X 0 0 0 MARTIM DE ARANTES OLIVIERA TRUSTEE 5.00 X 0 0 0 MIKE MOYE THRU 63015 BOARD CHAIR 5.00 X X 0 0 0 PENELOPE WONG TRUSTEE 5.00 X 0 0 0 PETER PERVERE TREASURER 5.00 X X 0 0 0 RACHELLE K SESSIONS VICE CHAIR 5.00 X X 0 0 0 RICHARD O DEATLEY THRU 63015 TRUSTEE 5.00 X 0 0 0 ROSE JELLISON THRU 63015 TRUSTEE 5.00 X 0 0 0 SILVIA FERNANDEZ TRUSTEE 5.00 X 0 0 0 SUSAN C CHAMBERLIN TRUSTEE 5.00 X 0 0 0 VALERIE CORVIN TRUSTEE 5.00 X 0 0 0 VIRGINIA FURTH TRUSTEE 5.00 X 0 0 0 YVONNE MCCREDIE TRUSTEE 5.00 X 0 0 0 LORI FOGARTY EXECUTIVE DIRECTOR 38.00 X 235806 0 21196 CHERIE NEWELL DIRECTOR CREATIVE PRODUCTI 38.00 X 104487 0 18769 JOHN BURKE TERMINATED 52115 DIRECTOR COLLECTIONS + INF 38.00 X 112091 0 6085 LISA SASAKI DIRECTOR AUDIENCE AND CIVI 38.00 X 110122 0 10833 MARGARET PICO DIRECTOR RESOURCE AND ENTE 38.00 X 127353 0 15971 KELLY MCKINLEY DIRECTOR OMCALAB 38.00 X 124912 0 10999 814771 0 83853 6 0 1 0 GUARDSMARK LLC FILE 6498 LOS ANGELES CA 90074 SECURITY 379603 COMDATA PO BOX 500544 ST LOUIS MO 63150 PURCHASE CARDS 247814 CONSOLIDATED SECURITY SYSTEM 510 W MACARTHUR BLVD OAKLAND CA 94609 SECURITY 176728 BRAYER ELECTRIC 15095 WICKS BLVD SAN LEANDRO CA 94577 ELECTRICAL CONTRACTOR 173949 ABM ONSITE SERVICES - WEST INC FILE 52609 LOS ANGELES CA 90074 JANITORIAL 162032 5 684750 4800000 5880105 220753 11364855 ADMISSIONS/CONTRACT FEES 900099 950481 950481 GUILD & COUNCIL 900099 812664 812664 OTHER PROGRAM INCOME 900099 804236 804236 RIGHTS & REPRODUCTIONS 900099 28532 28532 2595913 662318 662318 166180 0 166180 166180 166180 438487 520754 -82267 -82267 14706999 2595913 0 746231 X 257002 257002 6442852 4538985 1307520 596347 300216 208846 62926 28444 745260 500580 172966 71714 567828 384728 133509 49591 30000 30000 3168424 1121357 1968861 78206 533991 532587 1404 23419 38464 -29060 14015 299187 98965 200222 658045 658045 900893 883267 13612 4014 233826 172704 61122 232642 140000 92642 EXHIBITION EXPENSES 676888 696931 -20043 HOSPITALITY & CATERING 190457 130065 13035 47357 PRINTING & PUBLICATIONS 182551 139086 19906 23559 TAXES AND LICENSES 150868 150868 340534 179183 93252 68099 15934883 9765748 5187789 981346 6649 6200 2790478 1810051 1676150 1184196 456419 317166 120818 106253 548108 0 3083398 1687359 1499908 1396039 27766872 28096986 1661292 1655595 36526694 34572486 1692737 1644093 1692737 1644093 X 8938501 9685204 17839105 15042554 8056351 8200635 34833957 32928393 36526694 34572486 -1227884 -677680 0 X X 0 1 X 1 1 1 X 13023626 13293982 11364855 37682463 13023626 13293982 11364855 37682463 4908769 32773694 856199 660718 828498 2345415 40027878 8348038 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: OMCA USES A PUBLIC AFFAIRS COMPANY THAT SPECIALIZES IN SECURING PUBLIC SECTOR FUNDING FOR LEGACY PROJECTS. 17263969 1869215 -11904 1341256 17780024 14870606 884218 3087679 1578534 17263969 13710227 139243 1762790 741654 14870606 0.46260 0.46120 0.07620 0 0 1970039 1056764 913275 1033650 550886 482764 79709 79709 0 1396039 X 14493576 -677680 464257 -213423 14706999 0 14706999 16399140 464257 464257 15934883 0 15934883 PART V, LINE 4: THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. PART X, LINE 2: OMCA HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD THAT THEY QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. ACCORDINGLY, THE PRIMARY OPERATIONS OF OMCA ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. OMCA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. OMCA FILES U.S. FEDERAL, AND U.S. STATE RETURNS. FOR U.S. STATE RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER TO TAX EXAMINATION FOR YEARS PRIOR TO 2011. X X 0 0 0 0 0 0 0 0 0 LORI FOGARTY EXECUTIVE DIRECTOR 234915 0 891 0 0 0 12500 0 8696 0 257002 0 0 0 X 11 220753 FMV 0 1 1 PART I, LINE 32B: THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CFO, THE CONTROLLER, AND KEY MEMBERS OF THE FINANCE COMMITTEE. AFTER IT IS FILED, ANY BOARD MEMBER WHO WISHES TO RECEIVE A COPY IS GIVEN ONE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF THE OAKLAND MUSEUM OF CALIFORNIA ("BOARD") IS RESPONSIBLE FOR ENSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY THAT WILL BE ACCOUNTABLE FOR SUCH COMPLIANCE. REQUESTS FOR GUIDANCE, INTERPRETATION, AND OPINIONS SHOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. VIOLATIONS SHOULD BE REPORTED TO THE AUDIT COMMITTEE, WHICH MAY, IN APPROPRIATE CASES, HOLD HEARINGS AND SUBMIT ITS RECOMMENDATIONS TO THE CHAIR OF THE BOARD. VIOLATIONS THAT MAY INVOLVE THE EXECUTIVE DIRECTOR OR ANY TRUSTEE SHALL BE SUBMITTED TO THE AUDIT COMMITTEE. THE DECISION OF THE AUDIT COMMITTEE SHALL BE SUBJECT TO APPEAL TO THE FULL MUSEUM BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DOES A COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES USING COMPARABLE DATA. THIS PROCESS TOOK PLACE IN JULY 2011. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THEY ARE REQUESTED. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 209,102. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,102. CONSULTANTS: PROGRAM SERVICE EXPENSES 912,255. MANAGEMENT AND GENERAL EXPENSES 1,968,861. FUNDRAISING EXPENSES 78,206. TOTAL EXPENSES 2,959,322. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS ENTITY'S PRIOR YEAR