LAGUNA ART MUSEUM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAGUNA ART MUSEUM (EIN 33-0717157)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349306440
- Schema version
- 2011v1.5
- 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 | 2013-05-14T15:11:45-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330310569 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 IRVINE CENTER DRIVE STE 300 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330717157 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAGUNA ART MUSEUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAGU | NameControl |
| Phone | 9494948971 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 CLIFF DRIVE | AddressLine1 |
| City | LAGUNA BEACH | City |
| State | CA | State |
| ZIP Code | 92651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MALCOM WARNER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9494948971 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK SMETANKA | Name |
| PTIN | P01677376 | PTIN |
| Phone | 9494506200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MALCOM WARNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 CLIFF DRIVE | AddressLine1 |
| City | LAGUNA BEACH | City |
| State | CA | State |
| ZIP Code | 92651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1806879 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE UNDERSTANDING OF THE ROLE OF ART & ARTISTS IN AMERICAN CULTURE THRU COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 6500 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 882663 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 823535 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 231114 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 242517 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 82331 | InvestmentIncomePriorYear |
| Investment Income Current Year | 82062 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 306414 | OtherRevenuePriorYear |
| Other Revenue Current Year | 314032 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1502522 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1462146 | 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 | 872122 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 779112 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 81519 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 633973 | OtherExpensePriorYear |
| Other Expenses Current Year | 862786 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1506095 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1641898 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3573 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -179752 | RevenuesLessExpensesCY |
| Total Assets BOY | 4208486 | TotalAssetsBOY |
| Total Assets EOY | 3844329 | TotalAssetsEOY |
| Total Liabilities BOY | 418458 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 314378 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3790028 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3529951 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MUSEUM'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE THE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH, AND INSTRUCTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1222773 | Expense |
| Grants | 0 | Grants |
| Revenue | 242517 | Revenue |
| Description | MUSEUM ATENDENCE WAS 20,000 FOR ITS PROGRAMS DURING THE YEAR. THE MUSEUM PRODUCED 12 MONTHLY E-MAIL NEWSLETTERS AND ISSUED ANNUAL MEMBERS MAGAZINE. MAJOR EXHIBITIONS INCLUDED ART SHACK, JOHN PAUL JONES, EXTRACT - DEVELOPING EXHIBITIONS FROM THE COLLECTION & LANDSCAPE AND FIGURATION FROM THE COLLECTION - EARLY TO MID 20TH CENTURY AND NOGUCHI CALIFORNIA LEGACY. | Description |
| Total Program Service Expense | 1222773 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER SALOMON | NamePerson |
| Telephone Number | 9494948971 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 CLIFF DRIVE | AddressLine1 |
| City | LAGUNA BEACH | City |
| State | CA | State |
| ZIP Code | 92651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| FREDERICK C BALZER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TED W BAXTER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CURT BIDDULPH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MALCOLM WARNER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 0 | 0 | X | |
| ROBERT C BRAUN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL J BRICKMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT F CHAPMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARSHALL G EICHENAUER JR | ||||||
| BOARD TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JANE HANAUER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHELDON MILNER HARTE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT HAYDEN III | ||||||
| BOARD PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| BOB HAYES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SARA FORBES HEESCHEN | ||||||
| BOARD SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MARK HILBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JANICE JOHNSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KENNETH M KAPLAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LIZ KRAMER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELYSE CARACO MILLER | ||||||
| BOARD VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| TONI ISEMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LOUIS M ROHL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THOMAS B STILES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TONY DELAP | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 235973 | MembershipDues |
| Fundraising Events | 64062 | FundraisingEvents |
| All Other Contributions | 523500 | AllOtherContributions |
| Total Contributions | 823535 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| HOTEL ASSESSMENT | 721110 | 154330 | 154330 | |
| ADMISSIONS | 713990 | 81687 | 81687 | |
| RENTAL & SALES GALLERY | 453220 | 6500 | 6500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 242517 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28705 | TotalRevenueColumn |
| Exclusion | $28,705 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53357 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53357 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53357 | TotalRevenueColumn |
| Exclusion | $53,357 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 507539 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 64062 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 306170 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201369 | TotalRevenueColumn |
| Exclusion | $201,369 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 53999 | GrossSalesOfInventory |
| Cost Of Goods Sold | 38563 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15436 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15436 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 97227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 97227 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 97227 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1462146 | TotalRevenueColumn |
| Related Or Exempt Function Income | 348680 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6500 | UnrelatedBusinessRevenue |
| Exclusion | $283,431 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638946 | Total |
| Program Services | 479210 | ProgramServices |
| Management And General | 127789 | ManagementAndGeneral |
| Fundraising | 31947 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82286 | Total |
| Program Services | 61715 | ProgramServices |
| Management And General | 16457 | ManagementAndGeneral |
| Fundraising | 4114 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57880 | Total |
| Program Services | 43410 | ProgramServices |
| Management And General | 11576 | ManagementAndGeneral |
| Fundraising | 2894 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11534 | Total |
| Management And General | 11534 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154635 | Total |
| Program Services | 115976 | ProgramServices |
| Management And General | 30927 | ManagementAndGeneral |
| Fundraising | 7732 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55912 | Total |
| Program Services | 41934 | ProgramServices |
| Management And General | 11182 | ManagementAndGeneral |
| Fundraising | 2796 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67375 | Total |
| Program Services | 50531 | ProgramServices |
| Management And General | 13475 | ManagementAndGeneral |
| Fundraising | 3369 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63419 | Total |
| Program Services | 47564 | ProgramServices |
| Management And General | 12684 | ManagementAndGeneral |
| Fundraising | 3171 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70131 | Total |
| Program Services | 52598 | ProgramServices |
| Management And General | 14026 | ManagementAndGeneral |
| Fundraising | 3507 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30334 | Total |
| Program Services | 22750 | ProgramServices |
| Management And General | 6067 | ManagementAndGeneral |
| Fundraising | 1517 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLIC RELATIONS | 195737 | 146803 | 39147 | 9787 |
| REPAIRS & MAINTENANCE | 96768 | 72576 | 19354 | 4838 |
| POSTAGE | 59795 | 44846 | 11959 | 2990 |
| MISCELLANEOUS | 57146 | 42860 | 11429 | 2857 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1641898 | Total |
| Program Services | 1222773 | ProgramServices |
| Management And General | 337606 | ManagementAndGeneral |
| Fundraising | 81519 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6788 | BOY |
| EOY | 13585 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407777 | BOY |
| EOY | 348355 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36056 | BOY |
| EOY | 34547 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6750 | BOY |
| EOY | 6100 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2232 | BOY |
| EOY | 818 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52812 | BOY |
| EOY | 24918 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3342027 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1065720 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2346437 | BOY |
| EOY | 2276307 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349634 | BOY |
| EOY | 1139699 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4208486 | BOY |
| EOY | 3844329 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196955 | BOY |
| EOY | 232633 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184945 | BOY |
| EOY | 78745 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35558 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 3000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418458 | BOY |
| EOY | 314378 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2275061 | BOY |
| EOY | 2219923 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440630 | BOY |
| EOY | 235691 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074337 | BOY |
| EOY | 1074337 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3790028 | BOY |
| EOY | 3529951 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4208486 | BOY |
| EOY | 3844329 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -179752 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -80325 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 Minus4 Years | 647278 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 832355 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 882663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 759473 | CurrentTaxYear |
| Total | 3710597 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 647278 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 832355 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 882663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 759473 | CurrentTaxYear |
| Total | 3710597 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 489354 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3221243 | PublicSupportTotal170 |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103607 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97229 | CurrentTaxYear |
| Total | 390261 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4100858 | TotalSupport |
| Gross Receipts From Admissions Etc | 220340 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1349634 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19017 | InvestmentEarningsOrLosses |
| Other Expenditures | 228952 | OtherExpenditures |
| End Of Year Balance | 1139699 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1220443 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 160429 | InvestmentEarningsOrLosses |
| Other Expenditures | 31238 | OtherExpenditures |
| End Of Year Balance | 1349634 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1164774 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 102481 | InvestmentEarningsOrLosses |
| Other Expenditures | 43812 | OtherExpenditures |
| End Of Year Balance | 1223443 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1282979 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -121205 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1161774 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94300 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 780000 | OtherCostOrOtherBasis |
| Book Value | 780000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1713000 | OtherCostOrOtherBasis |
| Depreciation | 545604 | Depreciation |
| Book Value | 1167396 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 406502 | OtherCostOrOtherBasis |
| Depreciation | 228782 | Depreciation |
| Book Value | 177720 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 346075 | OtherCostOrOtherBasis |
| Depreciation | 194884 | Depreciation |
| Book Value | 151191 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96450 | OtherCostOrOtherBasis |
| Depreciation | 96450 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2276307 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 729197 | F |
| EQUITY SECURITIES | 172878 | F |
| US GOVERNMENT SECURITIES | 132554 | F |
| CORPORATE BONDS | 105070 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1139699 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| Amount | $3,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3000 | TotalOfAmounts |
| Total Revenue | 1462146 | TotalRevenue |
| Total Expenses | 1641898 | TotalExpenses |
| Excess Or Deficit For Year | -179752 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -80325 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -80325 | TotalAdjustments |
| Excess Or Deficit Per FS | -260077 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1370287 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -80325 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -80325 | RevenueNotRptdF990 |
| Revenue Subtotal | 1450612 | RevenueSubtotal |
| Investment Expenses Not Included | 11534 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11534 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1462146 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1630364 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1630364 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 11534 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 11534 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1641898 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART III LINE 1A: WORKS OF ART ACQUISITIONS, WHETHER BY DONATION TO THE MUSEUM OR PURCHASE WITH MUSEUM FUNDS BECOME THE PROPERTY OF THE MUSEUM'S OWN PERMANENT COLLECTION. IN ACCORDANCE WITH ACCOUNTING STANDARDS, THE ITEMS THAT MAKE UP THE PERMANENT COLLECTION ARE NOT CAPITALIZED AND THEREFORE, ARE NOT REFLECTED ON THE MUSEUM'S FINANCIAL STATEMENTS. DEACCESSED ITEMS FROM THE PERMANENT COLLECTION SOLD TOTALED $0 AND $237 FOR THE FISCAL YEARS ENDED JUNE 30, 2012 AND 2011, RESPECTIVELY. THE MUSEUM PURCHASED ACCESSIONED ITEMS TOTALING $0 AND $50,395, RESPECTIVELY, FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. PART III, LINE 4: THE MUSEUM IS A NONPROFIT CALIFORNIA CORPORATION INCORPORATED IN JULY 22, 1996. AS AN AMERICAN ART MUSEUM WITH A SPEICAL FOCUS ON THE ART OF CALIFORNIA, ITS PURPOSE IS TO PROMOTE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. THE FOCUS OF THE MUSEUM COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKS FROM THE 19TH AND 20TH CENTURIES WITH AN EMPHASIS ON THE 20TH CENTURY. PART V, LINE 4: THE FUND IS RETAINED FOR A PERPETUAL DURATION. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PLEIN AIR INVITATIONAL | NameOfEvent1 |
| Gross Receipts Event1 | 184999 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 7625 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 177374 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1750 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 149178 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PALETTE TO PALATE EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 148347 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 31947 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 116400 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1580 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 60930 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 238255 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 24490 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 213765 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2735 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 89997 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 571601 | GrossReceiptsTotal |
| Charitable Contributions Total | 64062 | CharitableContributionsTotal |
| Gross Revenue Total Events | 507539 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6065 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 300105 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 306170 | DirectExpenseSummaryEvents |
| Net Income Summary | 201369 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WAS REVIEWED BY THE BOARD BEFORE BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY WAS AGREED UPON AND DOCUMENTED IN AN AGREEMENT SIGNED BY THE CURRENT PRESIDENT OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -80,325. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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