2013-02-20T15:35:15-06:00 2012-06-30 061325235 Dylewsky Goldberg & Brenner LLC 30 Oak Street Stamford CT 06905 990 2011-07-01 136161548 Katonah Museum of Art KATO 9142329555 134 Jay Street Katonah NY 10536 Rochelle Rosenberg 9142329555 2013-02-20 1 Scott M Brenner P01247233 2039758830 2011 2016-03-07 17:11:31Z Rochelle Rosenberg 134 Jay Street Katonah NY 10536 2017125 0 X www.katonahmuseum.org X 1957 NY Promotes the understanding and enjoyment of the visual arts for diverse audiences 28 28 46 200 0 0 868703 1084822 101713 168497 218862 325491 352083 197139 1541361 1775949 0 0 0 0 999435 991377 0 0 187086 858088 935443 1857523 1926820 -316162 -150871 8514482 7999799 118021 189983 8396461 7809816 X The Katonah Museum of Art, through innovative exhibition and education programs, promotes the understanding and enjoyment of the visual arts for diverse audiences. The Museum presents exhibitions that explore ideas about art, culture and society--past and present. 0 0 880795 77830 Exhibitions:During the 7/1/11-6/30/12 we presented 12 exhibitions that explored ideas about art, culture, and society--past and present. They fulfilled our mission to promote the understanding and enjoyment of the visual arts for diverse audiences. 479993 90667 Education:The KMA's Education Department develops group visits and art programs that make each exhibition accessible and relevant to the needs and interests of diverse audiences. These initiatives support KMA's Education Mission as being a "Teaching Museum". KMA's exhibition-based programs are presented both at the Museum, as well as off-site in our schools and community based organizations. Our programs exceeded 10,000 participants in 2011-2012. School visitation--4,756, 25 art workshops--655, 18 Target Saturday morning programs--758, 1 young artist exhibition--686, 20 multi-visit Outreach programs--1,050, 4 professional development programs for teachers--215, 7 volunteer docent training programs--360, 3 KMA Family Days for the general public--900, and 4 Arte Juntos Family Days--420.4 additional exhibitions were added for FYE 06.30.12: Thinking Through ArtYounger Artists-New York StoriesArte Juntos/Art Together (2 sessions) 29156 Retail Sales:The museum runs a very small gift shop, called "Shop in the Box". The profits help to fund the mission of the museum. 1360788 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 0 1 X 30 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Director of Finance Terri Ochs 9142329555 134 Jay Street Katonah NY 10536 Carole Alexander 1.00 X 0 0 0 Amanda Alfieri 1.00 X 0 0 0 Mary Lou Alpert 1.00 X 0 0 0 Cynthia R Brennan 1.00 X 0 0 0 Maralyn Carr 1.00 X 0 0 0 Tara Coniaris 1.00 X 0 0 0 Alexander Cortesi 1.00 X 0 0 0 Rosalie Dolmatch 1.00 X 0 0 0 LaRuth Hackney Gray 1.00 X 0 0 0 Ruth Lapidus 1.00 X 0 0 0 Paul Llewellyn 1.00 X 0 0 0 Rima Marschke 1.00 X 0 0 0 Victoria F Morris 1.00 X 0 0 0 Ernest L Osborne 1.00 X 0 0 0 Jerry Pinkney 1.00 X 0 0 0 Yvonne S Pollack 1.00 X 0 0 0 Melanie Rose-Cohen 1.00 X 0 0 0 Dyan Rosenberg 1.00 X 0 0 0 Laura Schroeder 1.00 X 0 0 0 William Kelly Simpson 1.00 X 0 0 0 Helena Louise Sokoloff 1.00 X 0 0 0 Lisbeth S Stern 1.00 X 0 0 0 Judith D Widmann 1.00 X 0 0 0 Tricia Freeman 1.00 X 0 0 0 Rochelle C Rosenberg 15.00 X 0 0 0 Ginny Gold 1.00 X 0 0 0 Jeanne Markel 1.00 X 0 0 0 Ellen Grimes 1.00 X 0 0 0 Neil Watson 40.00 X 159447 0 6357 159447 0 6357 1 0 1 0 0 28000 1056822 1084822 Program Revenue 900099 168497 168497 168497 325491 325491 389261 221404 167857 167857 48928 19772 29156 29156 Miscellaneous 900099 126 126 126 1775949 197653 0 493474 176809 123983 40115 12711 670445 470134 152114 48197 13882 9735 3149 998 62740 43996 14234 4510 67501 47334 15314 4853 12500 6722 2458 3320 32597 32597 231320 124392 45486 61442 7787 6151 1636 83042 39025 29061 14956 31318 25055 4697 1566 132340 118993 6532 6815 20761 18685 1038 1038 Exhibition Expenses 259711 259711 Repairs & Maintenance 49800 39840 7470 2490 Postage, Shipping & Pri 49583 24292 6462 18829 Merchant Fees 12510 2413 8203 1894 12174 6478 3865 1831 1926820 1360788 378946 187086 51163 78509 250115 60319 40000 167296 112810 56875 1262 1358 129764 88680 5093885 2961254 2260018 2132631 5669350 5414131 8514482 7999799 111229 189983 6792 118021 189983 X 1366411 1408015 834844 361495 6195206 6040306 8396461 7809816 8514482 7999799 X -150871 -435774 X X 0 1 1 X 0 X 843449 1060882 869957 868703 1084822 4727813 566446 296167 378678 121876 197653 1560820 1409895 1357049 1248635 990579 1282475 6288633 0 0 0 6288633 142629 102818 83537 218862 325491 873337 142629 102818 83537 218862 325491 873337 1552524 1459867 1332172 1209441 1607966 7161970 0.87810 0.90780 0.12190 0.09220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5669350 45100 -142880 157439 5414131 5235525 10000 863808 439983 5669350 1.00000 1 0 162567 162567 3817963 2592543 1225420 387646 368711 18935 725709 725709 2132631 Hedge Funds 87977 F Equity Funds 2930145 F Bond Funds 1313923 F Alternative Investments 1082086 F 5414131 1775949 1926820 -150871 -435774 -435774 -586645 1308883 -435774 1305 -434469 1743352 32597 32597 1775949 1895528 1305 1305 1894223 32597 32597 1926820 Description of Intended Use of Endowment Funds: Part V, Line 4: Income generated from the permanently restricted net assets is available to support special programs, exhibitions, and education activities of the Organization. Description of Uncertain Tax Positions Under FIN 48: Part X: The Organization evaluates all significant tax provisions as required by accounting practices generally accepted in the United States of America. As of June 30, 2012, the Organization does not believe that it has taken any positions that would require recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next year. The Organization is no longer subject to audits by the applicable taxing authorities for the periods prior to 2009. Annual Gala 389261 389261 36909 95910 28098 60487 389261 389261 36909 95910 28098 60487 221404 167857 X X X 0 0 0 0 0 0 0 0 0 Neil Watson 159447 0 0 0 0 0 0 0 6357 0 165804 0 0 0 Explanation for Not Filing Form 990-T Form 990, Part V, line 3b All fees and other reported income by the organization were generated by and for the organization's primary exempt purpose and are therefore not subject to unrelated business income tax. Form 990, Part VI, Section B, line 11 A PDF version of the Form 990 is distributed via email to each officer and director before the Form 990 is filed with the IRS. Form 990, Part VI, Section B, line 12c The Museum's conflict of interest policy is stated in the Trustee handbook; any potential conflicts are discussed and addressed by the full board of trustees as needed. Form 990, Part VI, Section B, line 15 The Executive Committee serves as the Compensation Committee and undertakes comparative salary reviews. Form 990, Part VI, Section C, line 19 The organization makes it's governing documents, conflict of interest policy and financial statements available to the public upon request. The form 990 is also available on guidestar. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -435,774. Oversight of the audit and selection of independent accountant. Form 990, Part XII, Line 2C The Organization has a committee that assumes the responsibility for overseeing the audit. This process has not changed from previous years.