2014-05-15T19:58:01-05:00 2013-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2012-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY 5103188551 2014-05-14 1 LYNN HENLEY P00356034 9257902600 2012 2015-11-30 17:44:51Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 22080337 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 30 30 197 300 0 0 0 13023626 0 3461494 0 2381034 0 91500 0 18957654 0 0 0 0 0 8999349 0 0 1233752 0 9309984 0 18309333 0 648321 0 34043143 0 1324347 0 32718796 X 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. 0 0 9976105 2055797 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. 1288719 620073 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. 592979 785624 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. 102145 102145 11959948 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 1 152 0 197 1 0 0 0 0 0 0 0 0 0 0 X 30 30 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 M QUINN DELANEY 5.00 X X 0 0 0 LANCE A GYORFI 5.00 X X 0 0 0 MIKE MOYE 5.00 X X 0 0 0 HILLIARD C TERRY III 5.00 X X 0 0 0 CHRISTOPHER C CURTIS 5.00 X X 0 0 0 JOSEPH M HURWICH 5.00 X X 0 0 0 STEVEN J ANDERSON 5.00 X 0 0 0 EILEEN ASH 5.00 X 0 0 0 COLIN BOYLE 5.00 X 0 0 0 JEFFREY CALDER 5.00 X 0 0 0 JEFFREY CHEUNG 5.00 X 0 0 0 RALPH CLARK 5.00 X 0 0 0 RICHARD DEATLEY 5.00 X 0 0 0 KAREN EICHLER 5.00 X 0 0 0 VIRGINIA FURTH 5.00 X 0 0 0 SHERI GUTHRIE 5.00 X 0 0 0 CHRISTOPHER LEE 5.00 X 0 0 0 ANITA I MARTINEZ 5.00 X 0 0 0 YVONNE MC CREDIE 5.00 X 0 0 0 JOHN L MC DONNELL JR 5.00 X 0 0 0 CHRISTOPHER MC LAIN 5.00 X 0 0 0 CHRISTINE PAIGE 5.00 X 0 0 0 PETER PERVERE 5.00 X 0 0 0 CHAD REDDY 5.00 X 0 0 0 RACHELLE SESSIONS 5.00 X 0 0 0 DORINE HOLSEY STREETER 5.00 X 0 0 0 ALBERT TORRES 5.00 X 0 0 0 ALAN VAREIA 5.00 X 0 0 0 JENNIFER WALKER 5.00 X 0 0 0 JENNIFER WOLCH 5.00 X 0 0 0 LORI FOGARTY 40.00 X 237443 0 19256 ENRICO HERNANDEZ 40.00 X 122747 0 13660 MARGARET PICO 40.00 X 112623 0 13298 JOHN BURKE 40.00 X 111950 0 6096 BARBARA HENRY 40.00 X 111822 0 6255 CHERIE NEWELL 40.00 X 105804 0 16747 802389 0 75312 6 0 1 0 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 5 607648 5000000 7415978 433676 13023626 ADMISSIONS/CONTRACT FEES 900099 2020237 2020237 GUILD & COUNCIL 900099 785624 785624 OTHER PROGRAM INCOME 900099 620073 620073 RIGHTS & REPRODUCTIONS 900099 35560 35560 3461494 734568 734568 121631 0 121631 121631 121631 4251246 2604780 1646466 1646466 1646466 487772 517903 -30131 -30131 18957654 3461494 0 2472534 X 375000 375000 6513050 5043163 914085 555802 326542 244751 54252 27539 1122787 834737 194363 93687 661970 484596 125928 51446 30000 30000 3219409 1084306 2129238 5865 719621 441258 5826 272537 271670 130152 101555 39963 153528 1020 128182 24326 803794 803794 626025 603626 20105 2294 106030 78317 27713 65230 6302 58928 EXHIBITION EXPENSES 2499455 2499455 PRINTING & PUBLICATIONS 229938 182760 21484 25694 EQUIPMENT, RENTAL & MAI 145525 76419 29106 40000 HOSPITALITY & CATERING 138608 55561 17974 65073 301151 193525 78100 29526 18309333 11959948 5115633 1233752 0 6650 0 1856567 0 3523652 0 1405578 0 0 0 0 125139 0 548109 2245246 1304181 0 941065 0 24928084 0 0 0 0 708299 0 34043143 0 1324347 0 0 0 0 0 0 0 0 0 1324347 X 0 9208673 0 15552192 0 7957931 0 32718796 0 34043143 X 648321 369 32070106 X X 0 1 X 1 1 1 X 13023626 13023626 13023626 13023626 1441407 11582219 856199 856199 13879825 3461494 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: OMCA USES A PUBLIC AFFAIRS COMPANY THAT SPECIALIZES IN SECURING PUBLIC SECTOR FUNDING FOR LEGACY PROJECTS. 13710227 139243 1762790 741654 14870606 0.40280 0.53520 0.06200 0 0 1611581 892996 718585 553956 345100 208856 79709 66085 13624 941065 X 18997648 369 39625 39994 18957654 0 18957654 18348958 39625 39625 18309333 0 18309333 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. X 0 0 0 0 0 0 0 0 0 LORI FOGARTY 237443 0 0 0 0 0 12500 0 6756 0 256699 0 0 0 X 11 126000 FMV X EQUIPMENT 1 40000 FMV X ADVERTISING, MARKETING, PROMOTION 2 253803 FMV X OTHER 1 13873 FMV 0 1 1 THIRD PARTY USE: 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. OTHER FEES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET ASSETS, BEGINNING OF YEAR 32,070,106. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS ENTITY'S PRIOR YEAR. OTHER CHANGES IN NET ASSETS OR FUND BALANCES 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.