2014-05-05T11:15:43-07:00 2013-06-30 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2012-07-01 951709290 SAN DIEGO MUSEUM OF MAN SAND 6192392001 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 MICAH D PARZEN PHD JD 2014-05-05 true JULIE A FIRL P00085551 6192947200 X 2012 2015-11-30 17:44:51Z MICAH D PARZEN PHD JD 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 2914680 false false X WWW.MUSEUMOFMAN.ORG X 1915 CA Inspiring human connections by exploring the human experience. 19 19 51 78 0 856115 919310 808011 1678946 111606 106404 -40891 50454 1734841 2755114 0 0 1501676 1513630 0 189562 808823 1229996 2310499 2743626 -575658 11488 5919146 6249214 197725 173966 5721421 6075248 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 1786063 1607760 Collections and Exhibitions:SDMoM stewards and conserves a collection that contains approximately 400,000 ethnographic, biological, and archeological objects, nearly 50,000 photographic images and 33,000 scientific publications, while serving approximately 150,000 visitors annually. 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.During this time period, SDMoM presented the following temporary exhibits to the public:* Rites of Passage: Our Journeys through Life, a partnership with the Jacobs Center for Neighborhood Innovation, two other Balboa Park museums and local community residents, resulting in an exhibition about the different rites of passage of various cultural groups from southeast San Diego and beyond. * access/ABILITY, a powerful and highly interactive exhibit that taught respect, understanding, and that people living with disabilities lead active, fulfilling, and meaningful lives.* Adventures in Photography: A Century of Images in Archaeology and Anthropology showcased some of the untold stories of anthropologists in the field..* Ramp It Up: Skateboard Culture in Native America revealed the rich world of skateboarding and celebrates that vibrancy, creativity, and history of Native American skateboarding culture.* From the Vault: Rare Artifacts with Fascinating Stories highlighted objects from SDMoMs collections with unique and interesting stories.* 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. 159634 53523 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 15,000 students in class tours, summer camps and outreach. An additional 25,000 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 timely discourse about contemporary issues such as: Beyond Taking a Stand: Different Ways to Approach the Issue of Bullying, Tails of Service: From Playful Puppy to Devoted Service Dog, and Torture Today: An Exploration of the Complex Issues Surrounding Torture in the Modern World. 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. 104760 17663 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. 2050457 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 9 0 true 51 true false false false false false false false false 0 false false false false false false false false false false X 19 19 false false false false false false false true true false false true true false true true true true true false CA X X TABITHA MCMAHON 6192392001 1350 EL PRADO SAN DIEGO CA 92101 STEVEN S WALL JD 1.00 0.00 X 0 0 0 GEOFFREY SMITH MD 1.00 0.00 X 0 0 0 ENRICO MARCELLI 1.00 0.00 X 0 0 0 EDIE MUNK 1.00 0.00 X 0 0 0 DEAN WILSON 1.00 0.00 X 0 0 0 CHRISTOPHER LOUGHRIDGE 1.00 0.00 X 0 0 0 VS RAMACHANDRAN 0.00 0.00 X 0 0 0 RON NEELEY 0.00 0.00 X 0 0 0 RICK PETERS 0.00 0.00 X 0 0 0 MARNIE CHENEY 0.00 0.00 X 0 0 0 LARRY BANEGAS 1.00 0.00 X 0 0 0 HAROLD COLEMAN JR JD 1.00 0.00 X 0 0 0 JOSEPH W BALL PHD 1.00 0.00 X 0 0 0 ERIK NOWACKI 1.00 0.00 X X 0 0 0 MACHEL ALLEN 1.00 0.00 X X 0 0 0 DR HUGO BARRERA 1.00 0.00 X X 0 0 0 ABE ORDOVER 1.00 0.00 X 0 0 0 HON KEVIN W MIDLAM RET 1.00 0.00 X X 0 0 0 WILLIAM E MAYER III 1.00 0.00 X X 0 0 0 BRIAN J ANDREWS 40.00 0.00 X 59686 0 2689 MICAH D PARZEN PHD JD 40.00 0.00 X 165753 0 5440 REX GARNIEWICZ 40.00 0.00 X 79934 0 4612 PATTI PEPPER 40.00 0.00 X 18750 0 26 324123 12767 1 false true false 0 34863 177091 707356 11275 919310 MUSEUM PROGRAM EVENTS 900099 17663 17663 Membership Dues & Assessments 900099 85302 85302 LECTURES & SYMPOSIUMS 900099 8382 8382 EDUCATION CLASSES/CAMPS 900099 45141 45141 ADMISSIONS 900099 1522458 1522458 1678946 139080 139080 0 15106 15106 73680 63056 10624 10624 10624 32676 -32676 -32676 -32676 17744 34863 14853 2891 2891 0 55151 48981 6170 6170 OTHER INCOME 900099 15663 15663 15663 2755114 1687663 148141 0 0 0 0 348891 219179 90043 39669 0 864477 615436 173473 75568 0 130430 103872 17385 9173 169832 117471 34692 17669 0 0 0 0 0 0 45985 11531 32408 2046 5153 5153 38278 29128 7766 1384 0 0 0 8526 1324 7068 134 0 4123 283 1843 1997 0 0 176243 169049 3597 3597 25889 6500 19389 Postage and Shipping 50792 41071 7953 1768 OUTSIDE SERVICES 57391 23346 31027 3018 UTILITIES 88778 84763 2677 1338 EXHIBIT & EVENT COSTS 539142 518396 20746 189696 103955 74286 11455 2743626 2050457 503607 189562 62589 208311 450025 442218 0 46392 51340 0 0 0 21236 8391 15899 21448 3617789 2599114 1182098 1018675 4140907 4498831 0 0 0 0 5919146 6249214 137966 155566 15340 18400 44419 197725 173966 X 5476231 5877690 195190 147558 50000 50000 5721421 6075248 5919146 6249214 X 11488 280849 -2986 -13433 77909 X false true X true false X 1754005 531469 795735 933623 1004612 5019444 0 0 1754005 531469 795735 933623 1004612 5019444 559631 4459813 178036 142313 149712 123399 154186 747646 52174 51115 40819 71815 76571 292494 30333 18064 9569 6375 15663 80004 6139588 5303826 0.72640 0.75090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 53900 6137 60037 55037 -1137 53900 50000 5037 55037 50000 -4516 -2684 0.83000 0.17000 true false false 1082106 693047 389059 6895 6895 2528788 1899172 629616 1018675 X 3234332 280849 52236 159566 492651 2741681 13433 13433 2755114 2798848 55222 55222 2743626 2743626 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 COST OF MUSEUM STORE SALES $48981 FUNDRAISING EVENTS EXPENSES $14853 FACILITY RENTAL EXPENSES $63056 LOSS ON DISPOSAL OF ASSETS $32676 Part X 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, 2013 and 2012. 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, 2013, 2012, 2011 and 2010 are subject to examination by Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. INTEREST FROM THE ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS OF THE MUSEUM. Part III, Line 4 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. It has distinguished itself nationally through its extensive physical and ethnographic collections, publications and research, educational programs, and exhibits. Each year, SDMoM serves approximately 150,000 visitors, including 40,000 children and adolescents. Part III, Line 1a 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 archeological 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. X false GOLF TOURNAMENT 52607 34863 17744 12407 2446 52607 34863 17744 12407 2446 14853 2891 X X X X false false false false false false false false false false MICAH D PARZEN PHD JD 165753 5440 171193 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases FUNDRAISING EVENTS EXPENSES = $14853 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases FACILITY RENTAL EXPENSES = $63056 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15b 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 15a 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 12c 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 11b 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.