2015-02-16T13:34:07-06:00 2014-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2013-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 2015-01-12 1 LYNN HENLEY P00356034 9257902600 2013 2016-03-07 17:11:31Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 16648339 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 31 31 229 1300 0 0 13023626 13293982 3461494 2290631 2381034 569939 91500 -155138 18957654 15999414 0 0 0 0 8999349 9501037 0 0 1281992 9309984 8044681 18309333 17545718 648321 -1546304 34043143 36526694 1324347 1692737 32718796 34833957 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 9071564 1157428 EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY13-14, 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. 1234440 634356 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 2013-2014, 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. 438791 496135 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. 25022 2712 25022 2712 10769817 1 1 0 1 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 141 0 229 1 0 0 0 0 0 0 0 0 0 0 X 31 31 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 MIKE MOYE BOARD CHAIR 5.00 X X 0 0 0 LANCE A GYORFI VICE CHAIR 5.00 X X 0 0 0 RACHELLE K SESSIONS VICE CHAIR 5.00 X X 0 0 0 PETER PERVERE TREASURER 5.00 X X 0 0 0 EILEEN ASH SECRETARY 5.00 X X 0 0 0 ANDREA ALFANO TRUSTEE 5.00 X 0 0 0 COLIN BOYLE TRUSTEE 5.00 X 0 0 0 JEFFREY T CALDER TRUSTEE 5.00 X 0 0 0 SUSAN C CHAMBERLIN TRUSTEE 5.00 X 0 0 0 JEFFREY CHEUNG TRUSTEE 5.00 X 0 0 0 VALERIE CORVIN TRUSTEE 5.00 X 0 0 0 RICHARD O DEATLEY TRUSTEE 5.00 X 0 0 0 KAREN EICHLER TRUSTEE 5.00 X 0 0 0 SILVIA FERNANDEZ TRUSTEE 5.00 X 0 0 0 VIRGINIA FURTH TRUSTEE 5.00 X 0 0 0 JOSEPH HURWICH TRUSTEE 5.00 X 0 0 0 ROSE JELLISON TRUSTEE 5.00 X 0 0 0 DANA KING TRUSTEE 5.00 X 0 0 0 CHRISTOPHER LEE TRUSTEE 5.00 X 0 0 0 YVONNE MCCREDIE TRUSTEE 5.00 X 0 0 0 KENNETH E MAXEY II TRUSTEE 5.00 X 0 0 0 CHRISTOPHER MCLAIN TRUSTEE 5.00 X 0 0 0 MARTIM DE ARANTES OLIVIERA TRUSTEE 5.00 X 0 0 0 CHRISTINE PAIGE TRUSTEE 5.00 X 0 0 0 MARK SLATER TRUSTEE 5.00 X 0 0 0 DORINE HOLSEY STREETER TRUSTEE 5.00 X 0 0 0 ALBERT TORRES TRUSTEE 5.00 X 0 0 0 ALAN VARELA TRUSTEE 5.00 X 0 0 0 JENNIFER WOLCH TRUSTEE 5.00 X 0 0 0 CARINA WONG TRUSTEE 5.00 X 0 0 0 PENELOPE WONG TRUSTEE 5.00 X 0 0 0 LORI FOGARTY EXECUTIVE DIRECTOR 40.00 X 236343 0 20398 ENRICO HERNANDEZ TERMINATED 41814 DIRECTOR, INSTITUTIONAL SUPPORT CENTER 40.00 X 123025 0 14148 JOHN BURKE DIRECTOR COLLECTIONS + INFORMATION ACCESS 40.00 X 111200 0 6085 MARGARET PICO DIRECTOR RESOURCE AND ENTERPRISE CENTER 40.00 X 123005 0 15330 LISA SASAKI DIRECTOR AUDIENCE AND CIVIC ENGAGEMENT 40.00 X 107882 0 10499 CHERIE NEWELL DIRECTOR CREATIVE PRODUCTION CENTER 40.00 X 104750 0 17549 806205 0 84009 6 0 1 0 GUARDSMARK LLC FILE 6498 LOS ANGELES CA 90074 SECURITY 1013542 BRAYER ELECTRIC 15095 WICKS BLVD SAN LEANDRO CA 94577 ELECTRICAL CONTRACTOR 383234 ABM ENGINEERING FACILITIES SERVICES P O BOX 743251 LOS ANGELES CA 90074 ENGINEERING 349007 ABM JANITORIAL P O BOX 743251 LOS ANGELES CA 90074 JANITORIAL 221251 ARMANINO LLP 12657 ALCOSTA BLVD SAN RAMON CA 94583 ACCOUNTING SERVICES 178726 8 655381 385013 5000000 7253588 200495 13293982 ADMISSIONS/CONTRACT FEES 900099 1120545 1120545 OTHER PROGRAM INCOME 900099 634356 634356 GUILD & COUNCIL 900099 496135 496135 RIGHTS & REPRODUCTIONS 900099 39595 39595 2290631 569939 569939 90779 0 90779 90779 90779 66737 385013 208713 -141976 -141976 336271 440212 -103941 -103941 15999414 2290631 0 414801 X 375000 375000 7048934 5299076 1152185 597673 336017 245234 61153 29630 1096940 808259 196103 92578 644146 461581 132301 50264 30000 30000 3208811 1081490 2063042 64279 421591 328850 11185 81556 345126 8219 318567 18340 295957 112255 165544 18158 638292 638292 467178 453700 9989 3489 149353 110312 39041 94693 31498 63195 EXHIBITION EXPENSES 1331466 1331466 PRINTING & PUBLICATIONS 302344 227874 25750 48720 HOSPITALITY & CATERING 209171 79800 15205 114166 EQUIPMENT RENTAL & MAIN 185510 26406 65014 94090 365189 163797 132343 69049 17545718 10769817 5493909 1281992 6650 6649 1856567 2790478 3523652 1676150 1405578 456419 125139 120818 548109 548108 2953441 1453533 941065 1499908 24928084 27766872 708299 1661292 34043143 36526694 1324347 1692737 1324347 1692737 X 9208673 8938501 15552192 17839105 7957931 8056351 32718796 34833957 34043143 36526694 -1546304 3661465 0 X X 0 1 X 1 1 1 X 13023626 13293982 26317608 13023626 13293982 26317608 3297722 23019886 856199 660718 1516917 27834525 5752125 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. 14870606 884218 3087679 1578534 17263969 13710227 139243 1762790 741654 14870606 0.41120 0.46670 0.12210 0 0 1953153 952877 1000276 920579 427139 493440 79709 73517 6192 1499908 X 20091679 3661465 430800 4092265 15999414 0 15999414 17976518 430800 430800 17545718 0 17545718 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: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2014, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. GALA 451750 385013 66737 93500 60430 54783 451750 385013 66737 93500 60430 54783 208713 -141976 X X 0 0 0 0 0 0 0 0 0 LORI FOGARTY EXECUTIVE DIRECTOR 236343 0 0 0 0 0 12500 0 7898 0 256741 0 0 0 X 12 130055 FMV X OTHER 2 61200 FMV X CASES OF WINE 1 9240 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 CONTRACT & PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,081,490. MANAGEMENT AND GENERAL EXPENSES 2,063,042. FUNDRAISING EXPENSES 64,279. TOTAL EXPENSES 3,208,811. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS ENTITY'S PRIOR YEAR.