2013-02-13T10:42:47-06:00 2012-06-30 930623286 AKT LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2011-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 ROXANA VELASQUEZ 6192327931 2013-02-06 1 ELSA A ROMERO P00485021 7604318440 2013-02-06 2011 2016-02-25 16:41:14Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 21411801 0 X WWW.THESANDIEGOMUSEUMOFART.ORG X 1935 CA TO COLLECT, PRESERVE, INTERPRET AND DISPLAY THE FINEST WORKS OF ART FOR THE BROADEST AUDIENCE. 40 40 131 446 41921 17285 4553737 11225837 1102448 1118742 2378624 683355 329126 418421 8363935 13446355 0 0 0 0 4366950 5368147 0 0 1086031 5520685 6527671 9887635 11895818 -1523700 1550537 79696505 80645338 6943874 6916916 72752631 73728422 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 3708601 1013667 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. 345379 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. 1039071 46956 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. 2634283 347106 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. 2634283 347106 7727334 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 0 1 80 0 131 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 40 40 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 AURELIA FLORES ROCH 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 0 0 0 DOUG TRIBBLE 1.00 X X 0 0 0 EDWARD SMITH 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 HANK NORDHOFF 1.00 X 0 0 0 HARVEY WHITE 1.00 X X 0 0 0 JILL LARSON 1.00 X 0 0 0 KATY DESSENT 1.00 X 0 0 0 KENNETH WILLIAMS 1.00 X 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 MARY ANN GINNOW 1.00 X 0 0 0 MAURICE KAWASHIMA 1.00 X 0 0 0 MICHAEL STONE 1.00 X 0 0 0 PAM CESAK 1.00 X X 0 0 0 PETER KRIPPL 1.00 X 0 0 0 RANA SAMPSON 1.00 X 0 0 0 RICHARD GOETZ 1.00 X 0 0 0 ROBERT BRUNING 1.00 X 0 0 0 ROBERT HAYES 1.00 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 X 0 0 0 TONI BLOOMBERG 1.00 X 0 0 0 WEBSTER KINNAIRD 1.00 X 0 0 0 ROXANA VELASQUEZ 40.00 X 263029 0 12000 REED VICKERMAN 40.00 X 53148 0 4000 KATHERINE MCDONALD 40.00 X 192251 0 4500 JULIA MARCIARI-ALEXANDER 40.00 X 193683 0 3066 702111 0 23566 3 0 1 0 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 3 1373979 480798 273349 9097711 182722 11225837 ADMISSIONS 712110 845071 845071 TRAVELING EXHIBITIONS 712110 168596 168596 OTHER RELATED ACTIVITI 712110 58119 58119 CONCERTS/EDUCATION 712110 46956 46956 1118742 587918 587918 248521 0 248521 248521 41921 206600 7487866 7392429 95437 95437 95437 142151 480798 261238 -119087 -119087 600766 311779 288987 288987 13446355 1407729 41921 770868 X 864985 462138 253097 149750 3787872 2165049 1128519 494304 424308 219551 150440 54317 290982 159263 90322 41397 62941 13965 48976 377424 377424 759748 535989 154811 68948 705336 687628 890 16818 538859 407783 85437 45639 513582 491349 16484 5749 139713 62137 55869 21707 9503 9088 308 107 550065 276420 186925 86720 255886 231694 16914 7278 INCOME TAXES 4030 4030 FEES AND HONORARIUMS 751229 677120 57448 16661 FREIGHT 402499 402499 0 0 REPAIRS/MAINTENANCE 294511 10492 276869 7150 1162345 915169 177690 69486 11895818 7727334 3082453 1086031 851471 7402728 2043134 2474610 698883 190435 197303 427706 195537 190231 29625 23604 13339775 7897336 5407956 5442439 6256314 6259823 63862349 58087894 153933 145868 79696505 80645338 1092043 1117451 2255 2720 149576 96745 5700000 5700000 6943874 6916916 X 49898679 52999243 11800124 9789435 11053828 10939744 72752631 73728422 79696505 80645338 X 1550537 -574746 X X 0 1 1 X 0 X 4948419 5299392 3377464 4553737 11225837 29404849 4948419 5299392 3377464 4553737 11225837 29404849 29404849 3132108 2119530 1059426 1122082 836439 8269585 63155 29614 10174 15292 118235 37792669 8065548 0.77810 0.65820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 65870565 118876 4461583 377424 61150434 55890772 634500 13348229 3582178 420758 65870565 52040092 2000 7091749 3150000 93069 55890772 68300618 1790422 -13910708 3979652 160588 52040092 0.67970 0.17890 0.14140 0 0 3378554 2031904 1346650 9520993 5726043 3794950 231769 139389 92380 208459 208459 5442439 FIXED INCOME 42811 F POOLED INVESTMENT PARTNERSHIPS 10909553 F MUTUAL FUNDS 47135530 F 58087894 DEMAND CERTIFICATES 5700000 5700000 13446355 11895818 1550537 -459162 -115584 -574746 975791 12755423 -459162 145654 -313508 13068931 377424 377424 13446355 11779632 261238 261238 11518394 377424 377424 11895818 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: 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUSTS -115,584. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 261,238. CHANGE IN CHARITABLE REMAINDER TRUSTS -115,584. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SPECIAL EVENTS 261,238. 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 0 0 0 0 0 0 409976 0 409976 0 0 0 0 0 0 ART ALIVE 622949 480798 142151 57507 203731 622949 480798 142151 57507 203731 261238 -119087 X X X X X 0 0 0 0 0 0 0 0 0 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 X 160 0 SEE STATEMENT X 13 114322 STOCK EXCHANGE PRICE 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. PART XII, LINE 2C THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.