OAKLAND MUSEUM OF CALIFORNIA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND MUSEUM OF CALIFORNIA (EIN 45-3138892)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201401359349309685
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T19:58:01-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946214841 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BOULEVARD SUITE 500 | AddressLine1 |
| City | SAN RAMON | City |
| State | CA | State |
| ZIP Code | 945834600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453138892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAND MUSEUM OF CALIFORNIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKL | NameControl |
| Phone | 5103188551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI FOGARTY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5103188551 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN HENLEY | Name |
| PTIN | P00356034 | PTIN |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORI FOGARTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22080337 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MUSEUMCA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 197 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13023626 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3461494 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2381034 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 91500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 0 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18957654 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8999349 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1233752 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 0 | OtherExpensePriorYear |
| Other Expenses Current Year | 9309984 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 0 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18309333 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 648321 | RevenuesLessExpensesCY |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 34043143 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1324347 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32718796 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE OAKLAND MUSEUM OF CALIFORNIA IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THE MUSEUM ACHIEVES THIS MISSION THROUGH EXHIBITIONS, EDUCATION PROGRAMS, AND OTHER PUBLIC ACTIVITIES FOCUSING ON THE ART, HISTORY, AND NATURAL SCIENCES OF CALIFORNIA.IN 2012-2013, THE MUSEUM PRESENTED SEVERAL MAJOR EXHIBITIONS, SERVED APPROXIMATELY 40,000 SCHOOL CHILDREN THROUGH ON-SITE FIELD TRIPS, PRESENTED WEEKLY PUBLIC PROGRAMS, AND CONTINUED RESEARCH, DOCUMENTATION, AND CARE OF ITS EXTENSIVE COLLECTIONS. SOME OF THE MOST SIGNIFICANT ACTIVITIES OF 2013 INCLUDE THE OPENING OF THE RENOVATED AND REINSTALLED GALLERY OF CALIFORNIA NATURAL SCIENCES; THE LAUNCH OF THE WEEKLY FRIDAY NIGHTS PROGRAM AT THE MUSEUM WITH MUSIC, PERFORMANCES, AND HANDS-ON ACTIVITIES; AND THE COMPLETION OF A YEAR-LONG STRATEGIC PLANNING PROCESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9976105 | Expense |
| Revenue | 2055797 | Revenue |
| Description | EXHIBITIONS AND PROGRAMSTHE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS AND EDUCATIONAL PROGRAMS IN FY12-13, SERVING A TOTAL AUDIENCE OF APPROXIMATELY 150,000 PARTICIPANTS. MAJOR EXHIBITIONS INCLUDED "SUMMONING GHOSTS: THE ART OF HUNG LIU," "THE 1968 EXHIBIT," AND "PLAYING WITH FIRE: ART OF THE STUDIO GLASS MOVEMENT." IN ADDITION, THE MUSEUM PROVIDED EDUCATIONAL PROGRAMS, INCLUDING SCHOOL FIELD TRIPS, TEACHER WORKSHOPS, PUBLIC LECTURES, FAMILY ACTIVITIES, AND CLASSROOM RESOURCES. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1288719 | Expense |
| Revenue | 620073 | Revenue |
| Description | PUBLIC INFORMATIONTHE MUSEUM HAS A VERY ACTIVE PROGRAM OF PUBLIC INFORMATION THAT INCLUDES THE OMCA WEB SITE (WWW.MUSEUMCA.ORG), SOCIAL MEDIA, A QUARTERLY MEMBERS MAGAZINE, AND PRESS RELEASES AND MEDIA ANNOUNCEMENTS. IN 2012-13, THE MUSEUM EXPANDED ITS SOCIAL MEDIA PRESENCE SIGNIFICANTLY, CONTINUED TO ENHANCE ITS WEB SITE AND LAUNCHED A MULTI-YEAR AUDIENCE DEVELOPMENT INITIATIVE WITH IN-DEPTH AUDIENCE RESEARCH AND THE DEVELOPMENT OF A COMMUNICATIONS STRATEGY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 592979 | Expense |
| Revenue | 785624 | Revenue |
| Description | 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 MUSEUMS 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 MUSEUMS MISSION AND PROVIDE SUPPORT TO THE PROGRAMS OF THE THREE COLLECTING DISCIPLINES AT THE MUSEUM. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 102145 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 102145 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 11959948 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 152 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 197 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI FOGARTY EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5103188551 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| M QUINN DELANEY | |||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| LANCE A GYORFI | |||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| MIKE MOYE | |||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| HILLIARD C TERRY III | |||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| CHRISTOPHER C CURTIS | |||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | |
| JOSEPH M HURWICH | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| STEVEN J ANDERSON | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| EILEEN ASH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| COLIN BOYLE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JEFFREY CALDER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JEFFREY CHEUNG | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RALPH CLARK | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD DEATLEY | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| KAREN EICHLER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| VIRGINIA FURTH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| SHERI GUTHRIE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER LEE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ANITA I MARTINEZ | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| YVONNE MC CREDIE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JOHN L MC DONNELL JR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER MC LAIN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHRISTINE PAIGE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| PETER PERVERE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHAD REDDY | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RACHELLE SESSIONS | |||||||
| 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 VAREIA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JENNIFER WALKER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JENNIFER WOLCH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LORI FOGARTY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 237443 | 0 | 19256 | ||
| ENRICO HERNANDEZ | |||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | X | 122747 | 0 | 13660 | ||
| MARGARET PICO | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | 112623 | 0 | 13298 | X | ||
| JOHN BURKE | |||||||
| DIRECTOR OF COLLECTIONS | 40.00 | 111950 | 0 | 6096 | X | ||
| BARBARA HENRY | |||||||
| EDUCATION DIRECTOR | 40.00 | 111822 | 0 | 6255 | X | ||
| CHERIE NEWELL | |||||||
| DIRECTOR OF CREATIVE PRODUCTION CENTER | 40.00 | 105804 | 0 | 16747 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 802389 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75312 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GUARDSMARK LLC | |||||
| FILE 6498 | LOS ANGELES | CA | 90074 | SECURITY | 498540 |
| ABM JANITORIAL | |||||
| P O BOX 743251 | LOS ANGELES | CA | 90074 | JANITORIAL | 312345 |
| BRAYER ELECTRIC | |||||
| 15095 WICKS BLVD | SAN LEANDRO | CA | 94577 | ELECTRICAL CONTRACTOR | 139269 |
| GORDON CHUN DESIGN | |||||
| 1796 FIFTH STREET | BERKELEY | CA | 94710 | DESIGN | 115332 |
| GARDENERS GUILD | |||||
| 2780 GOODRICK AVENUE | RICHMOND | CA | 94801 | LANDSCAPING | 108909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 607648 | MembershipDues |
| Government Grants | 5000000 | GovernmentGrants |
| All Other Contributions | 7415978 | AllOtherContributions |
| Noncash Contributions | 433676 | NoncashContributions |
| Total Contributions | 13023626 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS/CONTRACT FEES | 900099 | 2020237 | 2020237 |
| GUILD & COUNCIL | 900099 | 785624 | 785624 |
| OTHER PROGRAM INCOME | 900099 | 620073 | 620073 |
| RIGHTS & REPRODUCTIONS | 900099 | 35560 | 35560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3461494 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 734568 | TotalRevenueColumn |
| Exclusion | $734,568 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 121631 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 121631 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121631 | TotalRevenueColumn |
| Exclusion | $121,631 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4251246 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2604780 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1646466 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1646466 | TotalRevenueColumn |
| Exclusion | $1,646,466 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 487772 | GrossSalesOfInventory |
| Cost Of Goods Sold | 517903 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30131 | TotalRevenueColumn |
| Exclusion | -$30,131 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18957654 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3461494 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,472,534 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375000 | Total |
| Management And General | 375000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6513050 | Total |
| Program Services | 5043163 | ProgramServices |
| Management And General | 914085 | ManagementAndGeneral |
| Fundraising | 555802 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326542 | Total |
| Program Services | 244751 | ProgramServices |
| Management And General | 54252 | ManagementAndGeneral |
| Fundraising | 27539 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1122787 | Total |
| Program Services | 834737 | ProgramServices |
| Management And General | 194363 | ManagementAndGeneral |
| Fundraising | 93687 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661970 | Total |
| Program Services | 484596 | ProgramServices |
| Management And General | 125928 | ManagementAndGeneral |
| Fundraising | 51446 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Management And General | 30000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3219409 | Total |
| Program Services | 1084306 | ProgramServices |
| Management And General | 2129238 | ManagementAndGeneral |
| Fundraising | 5865 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719621 | Total |
| Program Services | 441258 | ProgramServices |
| Management And General | 5826 | ManagementAndGeneral |
| Fundraising | 272537 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271670 | Total |
| Program Services | 130152 | ProgramServices |
| Management And General | 101555 | ManagementAndGeneral |
| Fundraising | 39963 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153528 | Total |
| Program Services | 1020 | ProgramServices |
| Management And General | 128182 | ManagementAndGeneral |
| Fundraising | 24326 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 803794 | Total |
| Management And General | 803794 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626025 | Total |
| Program Services | 603626 | ProgramServices |
| Management And General | 20105 | ManagementAndGeneral |
| Fundraising | 2294 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106030 | Total |
| Program Services | 78317 | ProgramServices |
| Management And General | 27713 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65230 | Total |
| Program Services | 6302 | ProgramServices |
| Management And General | 58928 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITION EXPENSES | 2499455 | 2499455 | ||
| PRINTING & PUBLICATIONS | 229938 | 182760 | 21484 | 25694 |
| EQUIPMENT, RENTAL & MAI | 145525 | 76419 | 29106 | 40000 |
| HOSPITALITY & CATERING | 138608 | 55561 | 17974 | 65073 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301151 | Total |
| Program Services | 193525 | ProgramServices |
| Management And General | 78100 | ManagementAndGeneral |
| Fundraising | 29526 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18309333 | Total |
| Program Services | 11959948 | ProgramServices |
| Management And General | 5115633 | ManagementAndGeneral |
| Fundraising | 1233752 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 6650 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1856567 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3523652 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1405578 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 125139 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 548109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2245246 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1304181 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 941065 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 24928084 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 708299 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 34043143 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1324347 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1324347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 9208673 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 15552192 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7957931 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 32718796 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 34043143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 648321 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 369 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 32070106 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 13023626 | CurrentTaxYear |
| Total | 13023626 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 13023626 | CurrentTaxYear |
| Total | 13023626 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1441407 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11582219 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 856199 | CurrentTaxYear |
| Total | 856199 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13879825 | TotalSupport |
| Gross Receipts From Admissions Etc | 3461494 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $30,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 30000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | OMCA USES A PUBLIC AFFAIRS COMPANY THAT SPECIALIZES IN SECURING PUBLIC SECTOR FUNDING FOR LEGACY PROJECTS. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13710227 | BeginningOfYearBalance |
| Contributions | 139243 | Contributions |
| Investment Earnings Or Losses | 1762790 | InvestmentEarningsOrLosses |
| Other Expenditures | 741654 | OtherExpenditures |
| End Of Year Balance | 14870606 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40280 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.53520 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1611581 | OtherCostOrOtherBasis |
| Depreciation | 892996 | Depreciation |
| Book Value | 718585 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 553956 | OtherCostOrOtherBasis |
| Depreciation | 345100 | Depreciation |
| Book Value | 208856 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79709 | OtherCostOrOtherBasis |
| Depreciation | 66085 | Depreciation |
| Book Value | 13624 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 941065 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 18997648 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 369 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 39625 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 39994 | RevenueNotRptdF990 |
| Revenue Subtotal | 18957654 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18957654 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18348958 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 39625 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 39625 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18309333 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18309333 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2013, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORI FOGARTY | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 237443 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12500 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6756 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 256699 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 126000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 1 | 40000 | FMV |
| X | ADVERTISING, MARKETING, PROMOTION | 2 | 253803 | FMV |
| X | OTHER | 1 | 13873 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 1,084,306. MANAGEMENT AND GENERAL EXPENSES 2,129,238. FUNDRAISING EXPENSES 5,865. TOTAL EXPENSES 3,219,409. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | NET ASSETS, BEGINNING OF YEAR 32,070,106. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS ENTITY'S PRIOR YEAR. | |
| FORM 990, PART XI, LINE 9 | EFFECTIVE JULY 1, 2011, THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION ENTERED INTO A MAJOR REORGANIZATION WITH THE CITY OF OAKLAND. AS PART OF THE REORGANIZATION, THE PARTIES ENTERED INTO AN AGREEMENT ("AGREEMENT") WHEREBY THE CITY PROVIDES FUNDING FOR A PERIOD OF TEN YEARS TO SUPPORT ITS CONTINUED CARE, CONSERVATION, AND DISPLAY OF THE CITY'S COLLECTION OF ART AND ARTIFACTS HOUSED AT THE MUSEUM, AS WELL AS PROVIDING CONTINUED OPERATIONAL AND PROGRAM SUPPORT FOR THE MUSEUM. IN CONJUNCTION WITH THE TRANSFER OF ASSETS AND LIABILITIES FROM THE FOUNDATION TO THE OAKLAND MUSEUM OF CALIFORNIA ON JULY 1, 2012, THE MUSEUM ASSUMED ALL RIGHTS AND OBLIGATIONS UNDER THE AGREEMENT WITH THE CITY OF OAKLAND. THE BEGINNING NET ASSETS ARE AS OF THE TRANSFER, EFFECTIVE JULY 1, 2012. | OTHER CHANGES IN NET ASSETS OR FUND BALANCES |
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