2013-11-13T13:09:26-06:00 2013-06-30 930623286 AKT LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2012-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 ROXANA VELASQUEZ 6192327931 2013-11-06 1 ELSA A ROMERO P00485021 7604318440 2013-11-06 2012 2016-02-24 21:20:13Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 10129828 0 X WWW.THESANDIEGOMUSEUMOFART.ORG X 1935 CA TO COLLECT, PRESERVE, INTERPRET AND DISPLAY THE FINEST WORKS OF ART FOR THE BROADEST AUDIENCE. 39 39 133 366 42000 17066 11225837 4984901 1118742 847263 683355 1264442 418421 242765 13446355 7339371 0 0 0 0 5368147 6036872 0 0 1065848 6527671 7068807 11895818 13105679 1550537 -5766308 80645338 82443505 6916916 7025737 73728422 75417768 X TO COLLECT, PRESERVE, INTERPRET AND DISPLAY THE FINEST WORKS OF ART THAT MEN AND WOMEN HAVE CREATED THROUGHOUT TIME FOR THE BENEFIT OF THE BROADEST CONCEIVABLE AUDIENCE. 0 0 4112531 740662 EXHIBITIONS: THE MUSEUM PRESENTED A BROAD RANGE OF EXHIBITIONS DURING THE YEAR.THESE WERE CREATED FROM THE MUSEUM'S OWN COLLECTION, AS WELL AS BORROWED FROM OTHER MUSEUMS AND LENDERS. THE MUSEUM WELCOMED OVER 240,000 VISITORS, INCLUDING OVER 25,000 FREE GUESTS FOR RESIDENT FREE TUESDAYS AND APPROXIMATELY 11,000 STUDENTS. SDMA MOUNTED 13 EXHIBITIONS BOTH FROM ITS PERMANENT COLLECTION AND BORROWED FROM OTHER INSTITUTIONS. CONTINUING INTERNATIONAL COLLABORATIONS, THE MUSEUM SENT AN EXHIBITION OF SELECT PERMANENT COLLECTION OBJECTS TO MEXICO CITY, MEXICO AND HELD AN EXHIBITION OF OBJECTS FROM SUZHOU, CHINA. THE MUSEUM ALSO PRODUCED THREE EXHIBITION-RELATED CATALOGUES. 485604 COLLECTIONS: THE MUSEUM'S MISSION IS, IN PART TO CARE FOR ITS COLLECTIONS, WHICH INCLUDES MORE THAN 16,000 WORKS OF ART. THE COLLECTION IS THE MUSEUM'S GREATEST ASSET. ITS WORKS OF ART ARE DISPLAYED ON A ROTATING BASIS WITHIN THE MUSEUM AND ARE FREQUENTLY LENT TO OTHER INSTITUTIONS FOR EXHIBITION ELSEWHERE. THE MUSEUM ALSO SEEKS TO ACQUIRE ART WHICH WILL ENHANCE ITS COLLECTION. DURING THE YEAR, THE MUSEUM MADE AN ACQUISITION BY AN ARTIST WHOSE WORK WAS PRESENTED AS ONE OF THE MUSEUM'S MANY DIVERSE EXHIBITIONS. THE MUSEUM MADE A SIGNIFICANT ACQUISITION OF A STATUE OF THE SAINT FOR WHICH THE CITY OF SAN DIEGO IS NAMED. 1458404 56480 PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCE, FILMS, EDUCATIONAL SEMINARS, TEEN ART CLASSES, SUMMER CAMPS, FAMILY DAYS, AND LECTURES AND SYMPOSIA. IN ADDITION, THE MUSEUM SPONSORED A DOZEN OUTREACH PROGRAMS WITHIN THE COMMUNITY. MORE THAN 25,000 VISITORS PARTICIPATED IN THESE PROGRAMS THROUGHOUT THE YEAR. MANY OF THESE PROGRAMS WERE FREE OF CHARGE OR INCLUDED IN THE PRICE OF ADMISSION. 2694559 271840 OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2013, SDMA SERVED AN AUDIENCE OF MORE THAN 240,000 VISITORS FROM LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES. THE MUSEUM PRODUCED THREE ISSUES OF ITS MEMBER'S MAGAZINE AND SEVERAL EXHIBITION RELATED BROCHURES. THE MUSEUM WAS SUPPORTED BY APPROXIMATELY 9,000 MEMBERS DURING THE YEAR. 2694559 271840 8751098 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 120 0 1 133 1 1 1 0 0 0 0 1 1 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DONNA DOMINIAK 6192327931 PO BOX 122107 SAN DIEGO CA 92112 ANNE OTTERSON 1.00 X 0 0 0 CAROL STENSRUD LAZIER 1.00 X 0 0 0 CHARLES HELLERICH 1.00 X X 0 0 0 DANA BALDWIN 1.00 X 0 0 0 DOLORES CLARK 1.00 X 0 0 0 DOUG CARLSON 1.00 X X 0 0 0 DOUG TRIBBLE 1.00 X 0 0 0 ELIAS SACAL 1.00 X 0 0 0 ELLEN WHELAN 1.00 X 0 0 0 FIONA TUDOR 1.00 X 0 0 0 FRANK ROGOZIENSKI 1.00 X X 0 0 0 GORDON BRODFUEHRER 1.00 X X 0 0 0 HARVEY WHITE 1.00 X X 0 0 0 KATY DESSENT 1.00 X 0 0 0 KENNETH WILLIAMS 1.00 X 0 0 0 KEVIN KINSELLA 1.00 X 0 0 0 LINDA MOORE 1.00 X 0 0 0 LISA ZINNE 1.00 X 0 0 0 LOIS ROON 1.00 X 0 0 0 LYN GILDRED 1.00 X 0 0 0 MARTHA DENNIS PHD 1.00 X 0 0 0 LOWELL POTIKER 1.00 X 0 0 0 MAURICE KAWASHIMA 1.00 X 0 0 0 MICHAEL STONE 1.00 X 0 0 0 MELINDA WOODELL 1.00 X 0 0 0 PETER DRAKE 1.00 X 0 0 0 RANA SAMPSON 1.00 X 0 0 0 PAUL MOSHER 1.00 X 0 0 0 ROBERT BRUNING 1.00 X 0 0 0 ROBERT HAYES 1.00 X X 0 0 0 ROY POLATCHEK 1.00 X 0 0 0 SALLY B THORNTON 1.00 X 0 0 0 SARAH MARSH-REBELO 1.00 X 0 0 0 TOM GILDRED 1.00 X 0 0 0 TONI BLOOMBERG 1.00 X 0 0 0 WEBSTER KINNAIRD 1.00 X X 0 0 0 KEN WIDDER 1.00 X 0 0 0 TAFFIN RAY 1.00 X 0 0 0 ADRIAN MARINEZ 1.00 X 0 0 0 ROXANA VELASQUEZ 40.00 X 282782 0 14899 REED VICKERMAN 40.00 X 169272 0 13989 KATHERINE MCDONALD 40.00 X 202565 0 6484 JULIA MARCIARI-ALEXANDER 40.00 X 202135 0 5207 SANDRA BENITO 40.00 X 147837 0 13760 1004591 0 54339 5 0 1 0 ALLIED BARTON SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 391580 THE IDEA BRAND 444 WEST BEECH ST STE 400 SAN DIEGO CA 92101 ADVERTISING/MARKETING 354980 PROTO PRODUCTIONS INC 840 FIENE DRIVE ADDISON IL 60101 ARTIFACT CASEWORK PRODUCTION 325473 BALBOA PARK ONLINE COLLABORATIVE 2131 PAN AMERICAN PLAZA SAN DIEGO CA 92101 IT SERVICES/VIDEO PRODUCTION 199865 KT CONSTRUCTION INC 7868 LESTER AVENUE LEMON GROVE CA 91945 EXHIBITION CONSTRUCTION 190188 12 1151621 788247 368691 2676342 486091 4984901 ADMISSIONS 712110 572485 572485 TRAVELING EXHIBITIONS 712110 168177 168177 CONCERTS/EDUCATION 712110 56479 56479 OTHER RELATED INCOME 712110 50122 50122 847263 812714 812714 323484 0 323484 323484 42000 281484 2570798 2119070 451728 451728 451728 124793 788247 427231 -302438 -302438 465875 244156 221719 221719 7339371 1068982 42000 1243488 891713 442224 288786 160703 4189769 2481665 1198677 509427 115174 59095 37455 18624 520943 288950 165575 66418 319273 180869 94677 43727 56655 4511 52144 42250 42250 365704 365704 1009800 575263 338692 95845 844336 836317 201 7818 699718 496307 153523 49888 371548 337809 27455 6284 146869 73335 46695 26839 14701 6707 1115 6879 9932 9498 322 112 592257 558663 26993 6601 293181 255698 24307 13176 INCOME TAXES 5712 5712 FEES AND HONORARIUMS 892041 851068 32120 8853 FREIGHT 412867 412867 0 0 ART ACQUISITIONS 367125 367125 0 0 944111 513127 386330 44654 13105679 8751098 3288733 1065848 7402728 279401 2474610 1851223 190435 420580 427706 317156 190231 185664 23604 72413 14588609 8407174 5442439 6181435 6259823 10540070 58087894 62457760 145868 137803 80645338 82443505 1117451 1140672 2720 2835 96745 182230 5700000 5700000 6916916 7025737 X 52999243 54088558 9789435 10333764 10939744 10995446 73728422 75417768 80645338 82443505 X -5766308 7403574 52080 X X 0 1 X 1 0 X 5299392 3377464 4553737 3992837 4984901 22208331 5299392 3377464 4553737 3992837 4984901 22208331 127016 22081315 2119530 1059426 1122082 836439 1136198 6273675 29614 10174 15292 55080 28537086 7689431 0.77380 0.77810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 61150434 13641610 6311622 373497 68106925 65870565 118876 4461583 377424 61150434 55890772 634500 13348229 3582178 420758 65870565 52040092 2000 7091749 3150000 93069 55890772 68300618 1790422 -13910708 3979652 160588 52040092 0.70190 0.16140 0.13670 0 0 3378554 1959495 1419059 10747713 6233462 4514251 369353 214217 155136 92989 92989 6181435 POOLED INVESTMENT PARTNERSHIPS 11168394 F MUTUAL FUNDS 51289366 F 62457760 DEMAND CERTIFICATES 5700000 5700000 X 14918152 7403574 61600 479311 7944485 6973667 365704 365704 7339371 13228806 61600 427231 488831 12739975 365704 365704 13105679 PART III, LINE 1A: COLLECTIONS: THE MUSEUM MAINTAINS COLLECTIONS OF ART THAT ARE SIGNIFICANT IN RELATION TO ITS TOTAL ASSETS. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED OR RECOGNIZED AS REVENUES OR GAINS PROVIDED THAT SUCH DONATIONS ARE ADDED TO COLLECTIONS AND ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. THE MUSEUM EMPLOYS CURATORS TO ENSURE THAT THE COLLECTIONS ARE PROTECTED AND PRESERVED. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO HELP FUND OPERATIONS AND FOR ART ACQUISITION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE MUSEUM HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE MUSEUM'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 427,231. CHANGE IN CHARITABLE REMAINDER TRUSTS 52,080. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 427,231. NORTH AMERICA 0 0 EXHIBITION FEE 1365 EAST ASIA AND THE PACIFIC 0 0 EXHIBITION FEE 40000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 EXHIBITION AND CATALOG FEES, AUDIENCE PROGRAM FEES, ART ACQUISITION, STORE MERCHANDISE 387300 0 0 0 0 0 0 428665 0 428665 0 0 0 0 0 0 ART ALIVE 913040 788247 124793 110890 316341 913040 788247 124793 110890 316341 427231 -302438 X X X X X 0 0 0 0 0 0 0 0 0 ROXANA VELASQUEZ 282782 0 0 0 0 0 2399 0 12500 0 297681 0 0 0 REED VICKERMAN 169272 0 0 0 0 0 1489 0 12500 0 183261 0 0 0 KATHERINE MCDONALD 202565 0 0 0 0 0 1796 0 4688 0 209049 0 0 0 JULIA MARCIARI-ALEXANDER 202135 0 0 0 0 0 1829 0 3378 0 207342 0 0 0 SANDRA BENITO 147837 0 0 0 0 0 1260 0 12500 0 161597 0 0 0 X 221 SEE STATEMENT X 24 420991 STOCK EXCHANGE PRICE X CATERING 3 45100 FAIR MARKET VALUE X FLOWERS 1 20000 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATIONS BROKERAGE FIRM SELLS SHARES OF STOCKS RECEIVED AS NON-CASH CONTRIBUTIONS. NON REPORTING OF REVENUE: PART I, LINE 33: WORKS OF ART WERE REPORTED AT ZERO VALUE ON FORM 990 PART VIII, STATEMENT OF REVENUE, LINE 1G, PER GAAP THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS116. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER, TOM GILDRED, IS THE SON OF BOARD MEMBER, LYN GILDRED. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL FORM 990 WAS PRESENTED AT THE BOARD MEETING IMMEDIATELY PRECEDING THE FILING OF THE DOCUMENT. THE MUSEUM'S AUDITORS AND STAFF ANSWERED QUESTIONS AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM HAS A CONFLICT OF INTEREST POLICY AS SECTION 3.3 OF ITS POLICY MANUAL AND WITHIN ITS CODE OF ETHICS. ALL NEW HIRES ARE GIVEN A COPY OF THE POLICY MANUAL AND CODE OF ETHICS AS PART OF THE ORIENTATION PROCESS AND ALL MUST SIGN AN ACKNOWLEDGEMENT FORM UPON RECEIPT OF THESE DOCUMENTS. FURTHER, EFFECTIVE JANUARY 2010 THE MUSEUM IMPLEMENTED AN ANNUAL DISCLOSURE PRACTICE; EMPLOYEES ARE ASKED TO COMPLETE AN UPDATED CONFLICT OF INTEREST FORM EACH YEAR. TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH BOARD YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS AND APPROVES COMPENSATION PACKAGES EACH YEAR IN ADVANCE OF APPROVAL OF THE BUDGET. THIS COMMITTEE IS COMPRISED OF BOARD MEMBERS, WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THIS MATTER. TO ASSESS COMPENSATION LEVELS AND DETERMINE IF THEY ARE COMPETITIVE AND NOT EXCESSIVE, THE COMMITTEE EXAMINES COMPENSATION DATA FROM COMPARABLE INSTITUTIONS, INCLUDING BUT NOT LIMITED TO OTHER 501(C)(3) ORGANIZATIONS IN THE REGION, REGIONAL FOR-PROFIT COMPENSATION STATISTICS, AND COMPENSATION REPORTS REGARDING THE MUSEUM INDUSTRY IN GENERAL. THE COMMITTEE PREPARES AND KEEPS MINUTES OF ALL DELIBERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS AND THE 990/990-T ARE AVAILABLE ON THE WEBSITE AND ARE MAILED UPON REQUEST. OTHER DOCUMENTS ARE NOT POSTED FOR PUBLIC ACCESS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE REMAINDER TRUSTS 52,080. FORM 990, PART XII, LINE 2X THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.