2015-05-04T15:49:01-07:00 2014-06-30 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2013-07-01 951709290 SAN DIEGO MUSEUM OF MAN SAND 6192392001 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 MICAH D PARZEN PHD JD CEO 2015-05-04 true JULIE A FIRL P00085551 6192947200 X 2013 2016-03-07 17:11:31Z MICAH D PARZEN PHD JD 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 3463014 false false X WWW.MUSEUMOFMAN.ORG X 1915 CA Inspiring human connections by exploring the human experience. 25 25 48 102 0 919310 1247677 1678946 1809140 106404 138153 50454 102189 2755114 3297159 0 0 1513630 1733934 0 253275 1229996 1290068 2743626 3024002 11488 273157 6249214 7243872 173966 298766 6075248 6945106 The San Diego Museum of Mans (SDMoM) mission is inspiring human connections by exploring the human experience. SDMoMs vision is to be San Diegos dynamic place to go to learn about each other, reflect on our place in the world, and build a better community.SDMoM is located in Balboa Park in the historic 1915 California Building with its iconic California Tower. SDMoM features five core exhibitions, including Ancient Egypt; Kumeyaay: Native Californians; Footsteps Through Time: Four Million Years of Human Evolution; Maya: Heart of Sky, Heart of Earth; and Adventure Kids In Egypt. SDMoM also offers changing special exhibits featuring artifacts from their collections and around the world. false false 1911635 1679861 Collections and Exhibitions:SDMoM stewards and conserves a collection that contains approximately 400,000 ethnographic, biological, and archaeological objects, nearly 50,000 photographic images and 33,000 scientific publications, while serving approximately 170,000 visitors annually. SDMoM features five permanent exhibitions, including Ancient Egypt; Kumeyaay: Native Californians; Footsteps Through Time: Four Million Years of Human Evolution; Maya: Heart of Sky, Heart of Earth; and Discover Egypt. SDMoM also offers changing special exhibits featuring artifacts from their collections and around the world.During this time period, SDMoM presented the following temporary exhibits to the public:* BEERology: Fascinating stories and phenomenal artifacts reveal the links between beer and culture throughout time and place* Empowering Women: Artisan Cooperatives that Transform Communities: Conveys the stories of women-led cooperatives in ten countries, including displays of striking art pieces and other goods from each group.* Instruments of Torture, a gripping human rights exhibition featuring implements cruelly engineered to inflict unbelievable pain and suffering. By exploring why torture occurs, even in todays world, this exhibit aims to help us understand who we are as human beings. 229628 76774 Education:SDMoMs extensive standards-based education programs connect students to the history of humanity and the beauty of diversity through anthropology. Each year, SDMoM serves over 17,000 students in class tours, summer camps and outreach. An additional 35,000 children come to SDMoM through general admissions. Our calling is to educate not just children, but also adults in their quest for lifelong learning. In the past year, SDMoM offered interdisciplinary panels that meaningfully engage adult community members in discourse about contemporary issues such as: Microfinance: Small Loans, Big Change and Folk Art Matters, exploring the importance of folk art and tradition in a modern world. Tower After Hours is an evening series that celebrates San Diegos vibrant cultural communities with ethnic food, music, dancing and artifacts. Responsive to current events and highly participatory, these compelling public programs attract a wide range of audiences, increase admissions revenues and deeply impact the community as a whole. 143911 52505 MUSEUM PROGRAM EVENTS:SDMoM offers a wide variety of supporting program services, including exhibit-specific opening receptions and events highlighting other anthropological areas of interest, such as the Tower After Hours, an evening series celebrating San Diegos vibrant cultural communities with ethnic food, music, dancing, and artifacts. Additionally, SDMoM offers museum and chapel rentals for corporate events, weddings, receptions, and other private events. 2285174 true true false false false false false true false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false true 15 0 true 48 true false false false false false false true true false 0 false false false false false false false false false false X 25 25 false false false false false false false true true false false true true false true true true true true false X X TABITHA MCMAHON 6192392001 1350 EL PRADO SAN DIEGO CA 92101 WILLIAM E MAYER III Treasurer 1.00 0.00 X X 0 0 0 HON KEVIN W MIDLAM VICE CHAIR 1.00 0.00 X X 0 0 0 ABE ORDOVER Trustee 1.00 0.00 X 0 0 0 DR HUGO BARRERA Trustee 1.00 0.00 X 0 0 0 ERIK NOWACKI Secretary 1.00 0.00 X X 0 0 0 CONSTANCE CARROLL Trustee 1.00 0.00 X 0 0 0 HAROLD COLEMAN JR Trustee 1.00 0.00 X 0 0 0 LARRY BANEGAS Trustee 1.00 0.00 X 0 0 0 MARNIE CHENEY Trustee 1.00 0.00 X 0 0 0 RICK PETERS Trustee 1.00 0.00 X 0 0 0 RONALD NEELEY Trustee 1.00 0.00 X 0 0 0 VS RAMACHANDRAN Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER LOUGHRIDGE VICE CHAIR 1.00 0.00 X X 0 0 0 DEAN WILSON Trustee 1.00 0.00 X 0 0 0 EDIE MUNK Trustee 1.00 0.00 X 0 0 0 ENRICO MARCELLI Trustee 1.00 0.00 X 0 0 0 GEOFFREY SMITH MD Trustee 1.00 0.00 X 0 0 0 STEVEN S WALL JD CHAIR 1.00 0.00 X X 0 0 0 MITCH DUBICK Trustee 1.00 0.00 X 0 0 0 STEPHANIE FRIEDRICH Trustee 1.00 0.00 X 0 0 0 JASON HARTLEY Trustee 1.00 0.00 X 0 0 0 DON HOWELLS Trustee 1.00 0.00 X 0 0 0 ERNIE LIGON Trustee 1.00 0.00 X 0 0 0 GEORGE RAMIREZ Trustee 1.00 0.00 X 0 0 0 REBECCA DICKENSON WELCH Trustee 1.00 0.00 X 0 0 0 REX GARNIEWICZ COO 40.00 0.00 X 92358 0 4036 MICAH D PARZEN PHD JD CEO 40.00 0.00 X 166617 0 12791 TABITHA MCMAHON DIRECTOR OF FIN 40.00 0.00 X 22211 0 1094 281186 17921 1 false true false 0 28205 392136 827336 23735 1247677 ADMISSIONS 900099 1615074 1615074 EDUCATION CLASSES/CAMPS 900099 64496 64496 LECTURES & SYMPOSIUMS 900099 12278 12278 Membership Dues & Assessments 900099 64787 64787 MUSEUM PROGRAM EVENTS 900099 52505 52505 1809140 138153 138153 0 53093 53093 99636 79419 20217 20217 20217 0 21590 28205 25182 -3592 -3592 0 72875 61254 11621 11621 OTHER INCOME 900099 20850 20850 20850 3297159 1903300 146182 0 0 0 0 388602 203615 184987 0 1055054 815326 64769 174959 0 127177 89992 24070 13115 163101 117582 26118 19401 0 0 0 0 0 0 84564 49522 31518 3524 15735 15735 49634 39130 8928 1576 0 0 0 19878 7965 10494 1419 0 6025 1467 2146 2412 0 0 187810 180144 3833 3833 25961 7004 18957 EXHIBIT & EVENT COSTS 493342 475239 18103 UTILITIES 97821 93397 2949 1475 FEES & OTHER CHARGES 55336 30740 24596 Postage and Shipping 50103 41714 6148 2241 203859 116602 76040 11217 3024002 2285174 485553 253275 208311 342545 442218 711159 0 51340 99808 0 0 0 8391 3989 21448 8811 3762161 2790757 1018675 971404 4498831 5106156 0 0 0 0 6249214 7243872 155566 267076 18400 31690 173966 298766 X 5877690 6492541 147558 402565 50000 50000 6075248 6945106 6249214 7243872 X 273157 512294 -14740 99147 X false true X true false X 531469 795735 933623 1004612 1312464 4577903 0 0 531469 795735 933623 1004612 1312464 4577903 544028 4033875 142313 149712 123399 154186 191246 760856 51115 40819 71815 76571 101498 341818 18064 9569 6375 15663 20850 70521 5751098 6172064 0.70140 0.72640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 60037 9425 69462 53900 6137 60037 55037 -1137 53900 45484 9553 55037 50000 -4516 45484 0.72000 0.28000 true false false 1140900 727457 413443 6895 6895 2614366 2056405 557961 971404 X 4332525 512294 377411 160401 1050106 3282419 14740 14740 3297159 3462667 377411 61254 438665 3024002 3024002 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o In conformity with the practice followed by many museums, collection objects purchased by or donated to the San Diego Museum of Man (SDMoM) are not capitalized in the statement of financial position. SDMoMs collections total over 400,000 ethnographic, biological, and archaeological objects, nearly 50,000 photographic images and 33,000 scientific publications. The primary ethnographic collections include textiles, pottery, bead work, jewelry, ceramics, carvings, weapons, and costumes primarily from the Western Hemisphere with strengths in Egypt, California, the Southwest, Mexico and western South America. Physical anthropology is represented with skeletal collections of ancient and modern bone diseases and casts documenting human evolution. Items are cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Purchased collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or in temporarily or permanently restricted net assets if the net assets used to purchase the items are restricted by the donor. Contributed collection items are excluded from the financial statements. When proceeds from deaccessions or insurance recoveries are received, they are reflected as increases in the appropriate net asset classes. Part III, Line 4: Description of organization's collections and how it furthers its purpose. The San Diego Museum of Man (SDMoM) is San Diegos only institution dedicated to anthropology and archaeology and has distinguished itself nationally with its extensive physical and ethnographic collections, publications and research, educational programs, and exhibits that in accordance with its mission, "inspire human connections by exploring the human experience." Each year, SDMoM serves approximately 170,000 visitors, including 45,000 children and adolescents. Part V, Line 4: Intended uses of the endowment fund. INTEREST FROM THE ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS OF THE MUSEUM. Part X : FIN48 Footnote San Diego Museum of Man ("SDMoM") is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, except on net income derived from unrelated business activities. SDMoMs unrelated business activity did not generate taxable income and no tax liability has been recorded at June 30, 2014 and 2013. SDMoM believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. SDMoM is not a private foundation.SDMoMs Return of Organization Exempt from Income Tax and Exempt Organization Business Income Tax Returns for Tax for the years ended June 30, 2014, 2013, 2012 and 2011 are subject to examination by Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 COST OF MUSEUM STORE SALES $61254 FUNDRAISING EVENTS EXPENSES $19728 FACILITY RENTAL EXPENSES $79419 Part XII, Line 2d: Other expenses and losses per audited F/S COST OF MUSEUM STORE SALES $61254 X false GOLF TOURNAMENT 35727 18022 17705 12500 2734 BENEFIT CONCERT 14068 10183 3885 869 1200 7879 49795 28205 21590 12500 869 1200 10613 25182 -3592 X X X X false false false false false false false false false false MICAH D PARZEN PHD JD CEO 166617 12791 179408 Form 990, Part VI, Line 11b: Form 990 Review Process THE REVIEW OF THE 990 IS A MULTI-STEP PROCESS:1. THE FINANCIAL STATEMENTS, WHICH ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS, ARE A SOURCE DOCUMENT FOR THE 990. SENIOR MANAGEMENT AND THE INDEPENDENT AUDITORS PRESENT A DRAFT OF THE AUDITED STATEMENTS TO THE AUDIT COMMITTEE. THE CHAIR OF THE AUDIT COMMITTEE THEN PRESENTS THE FINANCIAL STATEMENTS TO THE FULL BOARD FOR ACCEPTANCE.2. SENIOR MANAGEMENT PRESENTS AND REVIEWS A DRAFT OF THE 990 TO THE BOARD OF TRUSTEES' FINANCE AND PERSONNEL COMMITTEE AND THE DEVELOPMENT COMMITTEE.3. THE DRAFT OF THE 990 IS DISTRIBUTED TO THE FULL BOARD, AND ALL TRUSTEES HAVE THE OPPORTUNITY TO REVIEW AND COMMENT BEFORE THE 990 IS FINALIZED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE MUSEUM'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH ALL BOARD MEMBERS ANNUALLY. EACH TRUSTEE IS ASKED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS AND SIGN THE POLICY.THE FOLLOWING PROCEDURES ARE PART OF THE MUSEUM'S CONFLICT OF INTEREST POLICY:1. ANY POTENTIAL CONFLICT OF INTEREST THAT MAY AFFECT A MATTER UNDER CONSIDERATION SHALL BE DISCLOSED BY THE TRUSTEE TO THE BOARD AND MADE A MATTER OF RECORD AS SOON AS THE POSSIBLE CONFLICT IS DETERMINED.2. THE INTERESTED TRUSTEE SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT INFLUENCE IN CONNECTION WITH THE MATTER. HE OR SHE MAY BE PRESENT AT THE MEETING OF THE BOARD OR COMMITTEE, BUT HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.3. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THE INTERESTED TRUSTEE'S ABSTENTION FROM VOTING.4. A TRUSTEE WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT TRUSTEE'S COMPENSATION.5. A MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION.6. NO TRUSTEE OR COMMITTEE MEMBER WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.7. FOR ANY MATTER IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST, THE FOLLOWING ADDITIONAL PROCEDURES SHALL APPLY PRIOR TO ENTERING INTO THE TRANSACTION: A. THE BOARD DETERMINES IN GOOD FAITH THAT THE CORPORATION WILL ENTER INTO THE TRANSACTION FOR ITS OWN BENEFIT; B. THE BOARD DETERMINES IN GOOD FAITH THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION; AND C. THE BOARD DETERMINES IN GOOD FAITH AFTER REASONABLE INVESTIGATION THAT THE CORPORATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. D. IF THE TRANSACTION IS TO BE CONSIDERED FOR APPROVAL BY A COMMITTEE AND I. IT WAS NOT REASONABLY PRACTICABLE TO OBTAIN APPROVAL OF THE FULL BOARD PRIOR TO ENTERING INTO THE TRANSACTION; AND II. THE BOARD, AFTER DETERMINING THAT THE CONDITIONS OF SECTIONS 7A AND 7B OF THE CONFLICT OF INTEREST POLICY, WERE SATISFIED, RATIFIES THE TRANSACTION AT ITS NEXT MEETING FOLLOWING APPROVAL BY THE COMMITTEE BY A VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE WITHOUT COUNTING THE VOTE OF THE INTERESTED TRUSTEE.8. ANY PERSON WHO HAS KNOWLEDGE OF ANY ACTION OR CONDUCT THAT APPEARS CONTRARY TO SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES SHALL REPORT THE SAME THE TO CEO OF THE CORPORATION OR THE CHAIRPERSON OF THE BOARD.9. SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES APPLY TO THE MEMBERS OF A COMMITTEE OF THE BOARD AS IF EACH COMMITTEE MEMBER WERE A TRUSTEE.10. EACH TRUSTEE MUST BE ADVISED OF SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES PRIOR TO COMMENCEMENT OF THE TRUSTEE'S TERM OF OFFICE. IF A TRUSTEE OR SOMEONE WITH WHOM A TRUSTEE HAS A CLOSE RELATIONSHIP (I.E. A FAMILY MEMBER OR CLOSE COMPANION) HAS OR HAS HAD, A FINANCIAL, EMPLOYMENT, OR PERSONAL RELATIONSHIP WITH AN APPLICANT, GRANTEE OR VENDOR TO THE CORPORATION, THE TRUSTEE MUST DISCLOSE THIS FACT IN WRITING TO THE CORPORATE SECRETARY. EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES; (2) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES; (3) HAS AGREED TO COMPLY WITH THE POLICY AND PROCEDURES; AND (4) UNDERSTANDS THE CORPORATION IS CHARITABLE AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management ANNUALLY, THE DIRECTOR OF FINANCE PREPARES AN ANALYSIS OF COMPENSATION OF THE MUSEUM'S CEO TO PRESENT TO THE FINANCE AND PERSONNEL COMMITTEE. THE ANALYSIS CONSIDERS DATA FROM THE CALIFORNIA ASSOCIATION OF MUSEUMS FINANCIAL AND SALARY SURVEY DATA AND OTHER AVAILABLE NONPROFIT COMPENSATION SURVEYS. THE FINANCE AND PERSONNEL COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE CEO BASED ON THE COMPARABILITY DATA AND PERFORMANCE. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE FINANCE AND PERSONNEL COMMITTEE, AND THEN THE FULL BOARD, REVIEWS THE ANNUAL COMPENSATION OF ALL KEY EMPLOYEES AS PART OF THE BUDGET REVIEW AND APPROVAL PROCESS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE MUSEUM POSTS THE LAST THREE YEARS OF ITS FORM 990 INFORMATION RETURNS AND AUDITED FINANCIAL STATEMENTS ON IT WEBSITE: WWW.MUSEUMOFMAN.ORG. THE MUSEUM'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases FACILITY RENTAL EXPENSES = $79419 Other Changes In Net Assets Or Fund Balances - Other Increases FUNDRAISING EVENTS EXPENSES = $19728