SAN DIEGO MUSEUM OF ART: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO MUSEUM OF ART (EIN 95-1696715)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201310449349300661
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T10:42:47-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930623286 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5946 PRIESTLY DRIVE SUITE 200 | AddressLine1 |
| City | CARLSBAD | City |
| State | CA | State |
| ZIP Code | 92008 | 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 | 951696715 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO MUSEUM OF ART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6192327931 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROXANA VELASQUEZ | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6192327931 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA A ROMERO | Name |
| PTIN | P00485021 | PTIN |
| Phone | 7604318440 | Phone |
| Date Prepared | 2013-02-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROXANA VELASQUEZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21411801 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THESANDIEGOMUSEUMOFART.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO COLLECT, PRESERVE, INTERPRET AND DISPLAY THE FINEST WORKS OF ART FOR THE BROADEST AUDIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 131 | TotalNbrEmployees |
| Total Nbr Volunteers | 446 | TotalNbrVolunteers |
| Total Gross UBI | 41921 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 17285 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4553737 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11225837 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1102448 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1118742 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2378624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 683355 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 329126 | OtherRevenuePriorYear |
| Other Revenue Current Year | 418421 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8363935 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13446355 | 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 | 4366950 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5368147 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1086031 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5520685 | OtherExpensePriorYear |
| Other Expenses Current Year | 6527671 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9887635 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11895818 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1523700 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1550537 | RevenuesLessExpensesCY |
| Total Assets BOY | 79696505 | TotalAssetsBOY |
| Total Assets EOY | 80645338 | TotalAssetsEOY |
| Total Liabilities BOY | 6943874 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6916916 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72752631 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73728422 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3708601 | Expense |
| Revenue | 1013667 | Revenue |
| Description | 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 270,000 VISITORS, INCLUDING OVER 60,000 FREE GUESTS FOR RESIDENT FREE TUESDAYS AND 11,000 STUDENTS. SDMA MOUNTED 28 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 MADRID, SPAIN AND PUBLISHED AN EXHIBITION-RELATED CATALOGUE. THE MUSEUM ALSO PUBLISHED THREE ADDITIONAL EXHIBITION-RELATED CATALOGUES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 345379 | Expense |
| Description | 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 OF A PAINTING WHICH COMPLEMENTS OUR SPANISH COLLECTION. THE MUSEUM WAS ALSO THE RECIPIENT OF A SIGNIFICANT BEQUEST OF GERMAN EXPRESSIONISM PAINTINGS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1039071 | Expense |
| Revenue | 46956 | Revenue |
| Description | PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCES, FILMS, EDUCATIONAL SEMINARS, TEEN ART CLASSES, FAMILY DAYS, AND LECTURES AND SYMPOSIA. IN ADDITION, THE MUSEUM ORGANIZED AND HOSTED A FAMILY FESTIVAL (DAY LONG, FAMILY ORIENTED HANDS-ON CLEBRATION OF ART COORDINATED WITH AN EXHIBITION ON VIEW AT THE TIME) AND 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2634283 | Expense |
| Revenue | 347106 | Revenue |
| Description | OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2012, SDMA SERVED AN AUDIENCE OF MORE THAN 270,000 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 10,000 MEMBERS DURING THE YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2634283 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 347106 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7727334 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 131 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA DOMINIAK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192327931 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92112 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ANNE OTTERSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| AURELIA FLORES ROCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROL STENSRUD LAZIER | |||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES HELLERICH | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| DANA BALDWIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOLORES CLARK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUG CARLSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DOUG TRIBBLE | |||||||
| ASSISTANT TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| EDWARD SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIAS SACAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN WHELAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FIONA TUDOR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRANK ROGOZIENSKI | |||||||
| V.P./PRESIDENT-ELECT | 1.00 | X | 0 | 0 | 0 | X | |
| GORDON BRODFUEHRER | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| HANK NORDHOFF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARVEY WHITE | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| JILL LARSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATY DESSENT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KENNETH WILLIAMS | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| KEVIN KINSELLA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LINDA MOORE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LISA ZINNE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LOIS ROON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LYN GILDRED | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA DENNIS PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARY ANN GINNOW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAURICE KAWASHIMA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL STONE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAM CESAK | |||||||
| ASSISTANT SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| PETER KRIPPL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RANA SAMPSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD GOETZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BRUNING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT HAYES | |||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| ROY POLATCHEK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SALLY B THORNTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SARAH MARSH-REBELO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOM GILDRED | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| TONI BLOOMBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WEBSTER KINNAIRD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROXANA VELASQUEZ | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 263029 | 0 | 12000 | X | ||
| REED VICKERMAN | |||||||
| DD - OPERATIONS | 40.00 | 53148 | 0 | 4000 | X | ||
| KATHERINE MCDONALD | |||||||
| DD - EXTERNAL AFFAIRS | 40.00 | 192251 | 0 | 4500 | X | ||
| JULIA MARCIARI-ALEXANDER | |||||||
| DD - CURATORIAL AFFAIRS | 40.00 | 193683 | 0 | 3066 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 702111 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23566 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALLIED BARTON SECURITY SERVICES | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | 368148 |
| THE IDEA BRAND | |||||
| 444 WEST BEECH ST STE 400 | SAN DIEGO | CA | 92101 | ADVERTISING/MARKETING | 348380 |
| AO REED | |||||
| 4777 RUFNER ST | SAN DIEGO | CA | 92186 | REPAIR SERVICES | 164578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 1373979 | MembershipDues |
| Fundraising Events | 480798 | FundraisingEvents |
| Government Grants | 273349 | GovernmentGrants |
| All Other Contributions | 9097711 | AllOtherContributions |
| Noncash Contributions | 182722 | NoncashContributions |
| Total Contributions | 11225837 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 712110 | 845071 | 845071 |
| TRAVELING EXHIBITIONS | 712110 | 168596 | 168596 |
| OTHER RELATED ACTIVITI | 712110 | 58119 | 58119 |
| CONCERTS/EDUCATION | 712110 | 46956 | 46956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1118742 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 587918 | TotalRevenueColumn |
| Exclusion | $587,918 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 248521 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 248521 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 248521 | TotalRevenueColumn |
| Unrelated Business Revenue | 41921 | UnrelatedBusinessRevenue |
| Exclusion | $206,600 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7487866 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7392429 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95437 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95437 | TotalRevenueColumn |
| Exclusion | $95,437 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 142151 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 480798 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 261238 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -119087 | TotalRevenueColumn |
| Exclusion | -$119,087 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 600766 | GrossSalesOfInventory |
| Cost Of Goods Sold | 311779 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 288987 | TotalRevenueColumn |
| Related Or Exempt Function Income | 288987 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13446355 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1407729 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 41921 | UnrelatedBusinessRevenue |
| Exclusion | $770,868 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864985 | Total |
| Program Services | 462138 | ProgramServices |
| Management And General | 253097 | ManagementAndGeneral |
| Fundraising | 149750 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3787872 | Total |
| Program Services | 2165049 | ProgramServices |
| Management And General | 1128519 | ManagementAndGeneral |
| Fundraising | 494304 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424308 | Total |
| Program Services | 219551 | ProgramServices |
| Management And General | 150440 | ManagementAndGeneral |
| Fundraising | 54317 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290982 | Total |
| Program Services | 159263 | ProgramServices |
| Management And General | 90322 | ManagementAndGeneral |
| Fundraising | 41397 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62941 | Total |
| Program Services | 13965 | ProgramServices |
| Management And General | 48976 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 377424 | Total |
| Management And General | 377424 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759748 | Total |
| Program Services | 535989 | ProgramServices |
| Management And General | 154811 | ManagementAndGeneral |
| Fundraising | 68948 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705336 | Total |
| Program Services | 687628 | ProgramServices |
| Management And General | 890 | ManagementAndGeneral |
| Fundraising | 16818 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 538859 | Total |
| Program Services | 407783 | ProgramServices |
| Management And General | 85437 | ManagementAndGeneral |
| Fundraising | 45639 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513582 | Total |
| Program Services | 491349 | ProgramServices |
| Management And General | 16484 | ManagementAndGeneral |
| Fundraising | 5749 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139713 | Total |
| Program Services | 62137 | ProgramServices |
| Management And General | 55869 | ManagementAndGeneral |
| Fundraising | 21707 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9503 | Total |
| Program Services | 9088 | ProgramServices |
| Management And General | 308 | ManagementAndGeneral |
| Fundraising | 107 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550065 | Total |
| Program Services | 276420 | ProgramServices |
| Management And General | 186925 | ManagementAndGeneral |
| Fundraising | 86720 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255886 | Total |
| Program Services | 231694 | ProgramServices |
| Management And General | 16914 | ManagementAndGeneral |
| Fundraising | 7278 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| INCOME TAXES | 4030 | 4030 | ||
| FEES AND HONORARIUMS | 751229 | 57448 | 677120 | 16661 |
| FREIGHT | 402499 | 0 | 402499 | 0 |
| REPAIRS/MAINTENANCE | 294511 | 276869 | 10492 | 7150 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1162345 | Total |
| Program Services | 915169 | ProgramServices |
| Management And General | 177690 | ManagementAndGeneral |
| Fundraising | 69486 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11895818 | Total |
| Program Services | 7727334 | ProgramServices |
| Management And General | 3082453 | ManagementAndGeneral |
| Fundraising | 1086031 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 851471 | BOY |
| EOY | 7402728 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2043134 | BOY |
| EOY | 2474610 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698883 | BOY |
| EOY | 190435 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 197303 | BOY |
| EOY | 427706 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195537 | BOY |
| EOY | 190231 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29625 | BOY |
| EOY | 23604 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13339775 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7897336 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5407956 | BOY |
| EOY | 5442439 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6256314 | BOY |
| EOY | 6259823 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63862349 | BOY |
| EOY | 58087894 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153933 | BOY |
| EOY | 145868 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79696505 | BOY |
| EOY | 80645338 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1092043 | BOY |
| EOY | 1117451 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2255 | BOY |
| EOY | 2720 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149576 | BOY |
| EOY | 96745 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5700000 | BOY |
| EOY | 5700000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6943874 | BOY |
| EOY | 6916916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49898679 | BOY |
| EOY | 52999243 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11800124 | BOY |
| EOY | 9789435 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11053828 | BOY |
| EOY | 10939744 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72752631 | BOY |
| EOY | 73728422 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79696505 | BOY |
| EOY | 80645338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1550537 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -574746 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | 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 | 4948419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5299392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3377464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4553737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11225837 | CurrentTaxYear |
| Total | 29404849 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4948419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5299392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3377464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4553737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11225837 | CurrentTaxYear |
| Total | 29404849 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 29404849 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3132108 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2119530 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1059426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1122082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 836439 | CurrentTaxYear |
| Total | 8269585 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63155 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10174 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15292 | CurrentTaxYearMinus1Year |
| Total | 118235 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37792669 | TotalSupport |
| Gross Receipts From Admissions Etc | 8065548 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65820 | 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 |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65870565 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 118876 | InvestmentEarningsOrLosses |
| Other Expenditures | 4461583 | OtherExpenditures |
| Administrative Expenses | 377424 | AdministrativeExpenses |
| End Of Year Balance | 61150434 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55890772 | BeginningOfYearBalance |
| Contributions | 634500 | Contributions |
| Investment Earnings Or Losses | 13348229 | InvestmentEarningsOrLosses |
| Other Expenditures | 3582178 | OtherExpenditures |
| Administrative Expenses | 420758 | AdministrativeExpenses |
| End Of Year Balance | 65870565 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52040092 | BeginningOfYearBalance |
| Contributions | 2000 | Contributions |
| Investment Earnings Or Losses | 7091749 | InvestmentEarningsOrLosses |
| Other Expenditures | 3150000 | OtherExpenditures |
| Administrative Expenses | 93069 | AdministrativeExpenses |
| End Of Year Balance | 55890772 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68300618 | BeginningOfYearBalance |
| Contributions | 1790422 | Contributions |
| Investment Earnings Or Losses | -13910708 | InvestmentEarningsOrLosses |
| Other Expenditures | 3979652 | OtherExpenditures |
| Administrative Expenses | 160588 | AdministrativeExpenses |
| End Of Year Balance | 52040092 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67970 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17890 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3378554 | OtherCostOrOtherBasis |
| Depreciation | 2031904 | Depreciation |
| Book Value | 1346650 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9520993 | OtherCostOrOtherBasis |
| Depreciation | 5726043 | Depreciation |
| Book Value | 3794950 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 231769 | OtherCostOrOtherBasis |
| Depreciation | 139389 | Depreciation |
| Book Value | 92380 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208459 | OtherCostOrOtherBasis |
| Book Value | 208459 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5442439 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FIXED INCOME | 42811 | F |
| POOLED INVESTMENT PARTNERSHIPS | 10909553 | F |
| MUTUAL FUNDS | 47135530 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 58087894 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEMAND CERTIFICATES | Description |
| Amount | $5,700,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5700000 | TotalOfAmounts |
| Total Revenue | 13446355 | TotalRevenue |
| Total Expenses | 11895818 | TotalExpenses |
| Excess Or Deficit For Year | 1550537 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -459162 | NetUnrealizedGLOnInvestments |
| Other | -$115,584 | OtherAmount |
| Total Adjustments | -574746 | TotalAdjustments |
| Excess Or Deficit Per FS | 975791 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12755423 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -459162 | NetUnrealizedGainsInvestments |
| Other Revenues | 145654 | OtherRevenues |
| Revenue Not Rptd F990 | -313508 | RevenueNotRptdF990 |
| Revenue Subtotal | 13068931 | RevenueSubtotal |
| Investment Expenses Not Included | 377424 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 377424 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13446355 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11779632 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 261238 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 261238 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11518394 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 377424 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 377424 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11895818 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO HELP FUND OPERATIONS AND FOR ART ACQUISITION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE MUSEUM HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE MUSEUMS FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN CHARITABLE REMAINDER TRUSTS -115,584. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| COST OF SPECIAL EVENTS 261,238. CHANGE IN CHARITABLE REMAINDER TRUSTS -115,584. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF SPECIAL EVENTS 261,238. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 0 | 0 | EXHIBITION WORKSHOP FEES AND CATALOG ROYALTIES | 24254 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | EXHIBITION PARTICIPATION FEE, CATALOG FEE AND ART ACQUISITION | 278569 |
| NORTH AMERICA - CANADA AND MEXICO, BUT | 0 | 0 | EXHIBITION PARTICIPATION FEE, CATALOG FEE AND GROUP TOUR FEE | 107153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 409976 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 409976 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART ALIVE | NameOfEvent1 |
| Gross Receipts Event1 | 622949 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 480798 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 142151 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 57507 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 203731 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 622949 | GrossReceiptsTotal |
| Charitable Contributions Total | 480798 | CharitableContributionsTotal |
| Gross Revenue Total Events | 142151 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 57507 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 203731 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 261238 | DirectExpenseSummaryEvents |
| Net Income Summary | -119087 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROXANA VELASQUEZ | |||||||||||||
| 263029 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12000 | 0 | 275029 | 0 | 0 | 0 |
| KATHERINE MCDONALD | |||||||||||||
| 192251 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4500 | 0 | 196751 | 0 | 0 | 0 |
| JULIA MARCIARI-ALEXANDER | |||||||||||||
| 193683 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3066 | 0 | 196749 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 160 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE STATEMENT | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 114322 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FLOWERS/FLORAL DESIGN | 1 | 25000 | FMV |
| X | LOCKBOX SERVICES FOR MEMBERSHIPS | 1 | 15000 | FMV |
| X | CATERING | 1 | 12400 | |
| X | HOTEL ROOMS | 2 | 16000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD PRESIDENT, TOM GILDRED, IS THE SON OF BOARD MEMBER, LYN GILDRED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINAL F0RM 990 WAS PRESENTED AT THE BOARD MEETING IMMEDIATELY PRECEDING THE FILING OF THE DOCUMENT. THE MUSEUM'S SENIOR 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 ARE AVAILABLE ON THE WEBSITE AND ARE MAILED UPON REQUEST. OTHER DOCUMENTS ARE NOT POSTED FOR PUBLIC ACCESS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -459,162. CHANGE IN CHARITABLE REMAINDER TRUSTS -115,584. TOTAL TO FORM 990, PART XI, LINE 5: -574,746. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR. |
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