NORTON SIMON MUSEUM OF ART AT PASADENA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORTON SIMON MUSEUM OF ART AT PASADENA (EIN 95-1644606)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201311299349302746
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T19:37:47-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134008324 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K St NW 800W | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | 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 | 951644606 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTON SIMON MUSEUM OF ART AT PASADENA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 6264496840 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 West Colorado Boulevard | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 911051825 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ronald H Dykhuizen | Name |
| Title | Chief Financial Officer | Title |
| Phone | 6268446910 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marci Krause | Name |
| PTIN | P00394681 | PTIN |
| Phone | 2024141000 | Phone |
| 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 | Walter W Timoshuk | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 W Colorado Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13580593 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nortonsimon.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Operation of a public art museum. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 216 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5240323 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5266902 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 586253 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 648774 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1781521 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1156315 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 328318 | OtherRevenuePriorYear |
| Other Revenue Current Year | 298249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7936415 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7370240 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3911509 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4005861 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1777435 | OtherExpensePriorYear |
| Other Expenses Current Year | 1816464 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5688944 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5822475 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2247471 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1547765 | RevenuesLessExpensesCY |
| Total Assets BOY | 73246000 | TotalAssetsBOY |
| Total Assets EOY | 73133311 | TotalAssetsEOY |
| Total Liabilities BOY | 796531 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 786432 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72449469 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 72346879 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Museum's exempt purposes are to: (i) establish and maintain a museum and library of art, painting, and sculpture; (ii) encourage and develop the study of the fine arts and advance the general knowledge of kindred subjects; and (iii) do any and (continued on Schedule O) all things incidental, accessory or advantageous to the carrying out of such purpose or purposes. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4598854 | Expense |
| Grants | 150 | Grants |
| Revenue | 648774 | Revenue |
| Description | Operation of a public art museum, which is open six days a week. Annual attendance is approximately 164,000. Museum programs include guided tours and educational publications that are available at the museum bookstore. | Description |
| Total Program Service Expense | 4598854 | 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 | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 216 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ronald H Dykhuizen | NamePerson |
| Telephone Number | 6268446910 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 W Colorado Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Candice Bergen until 32112 | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Albert J Crosson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Roy Doumani | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Pamela Simon Jensen | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr Guy Juillard | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Judge Mariana Pfaelzer | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Earl A Powell III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Douglas Simon | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dr David Steadman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John Van de Kamp | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Thomas L Pfister | |||||||
| Trustee; Chair | 2.00 | X | 0 | 0 | 0 | X | |
| Tom Brokaw | |||||||
| Trustee; Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Walter W Timoshuk | |||||||
| Trustee; President | 30.00 | X | 268162 | 268162 | 116178 | X | |
| Ronald H Dykhuizen | |||||||
| VP; CFO; Treasurer; Sec. | 30.00 | 201043 | 201043 | 77492 | X | ||
| Stephanie Villasenor | |||||||
| Assistant Sec. (beg. 11/18/11) | 12.50 | 29678 | 89035 | 14024 | X | ||
| Cindy Schembri formerly Burke | |||||||
| Controller | 25.00 | 50446 | 50446 | 21850 | X | ||
| John Sudolcan | |||||||
| Director of Operations | 50.00 | 117067 | 0 | 48449 | X | ||
| Carol Togneri | |||||||
| Chief Curator | 25.00 | 61689 | 61689 | 26536 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 728085 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 670375 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 304529 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mariposa Horticultural Enterprises Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15529 Arrow Highway | AddressLine1 |
| City | Irwindale | City |
| State | CA | State |
| ZIP Code | 91706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Landscape Maintenance | DescriptionOfServices |
| Compensation | 129819 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 10 | FederatedCampaigns |
| Membership Dues | 202728 | MembershipDues |
| Government Grants | 56079 | GovernmentGrants |
| All Other Contributions | 5008085 | AllOtherContributions |
| Total Contributions | 5266902 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Admissions | 900099 | 623662 | 623662 |
| Tours | 900099 | 17390 | 17390 |
| Public Events | 900099 | 6372 | 6372 |
| Photo Income | 900099 | 1350 | 1350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 648774 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 821236 | TotalRevenueColumn |
| Exclusion | $821,236 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6264341 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5929262 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 335079 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 335079 | TotalRevenueColumn |
| Exclusion | $335,079 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 579340 | GrossSalesOfInventory |
| Cost Of Goods Sold | 281091 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298249 | TotalRevenueColumn |
| Exclusion | $298,249 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7370240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 648774 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,454,564 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Program Services | 150 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555326 | Total |
| Management And General | 555326 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2672160 | Total |
| Program Services | 2455454 | ProgramServices |
| Management And General | 216706 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181604 | Total |
| Program Services | 153914 | ProgramServices |
| Management And General | 27690 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349144 | Total |
| Program Services | 285108 | ProgramServices |
| Management And General | 64036 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247627 | Total |
| Program Services | 181813 | ProgramServices |
| Management And General | 65814 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23591 | Total |
| Management And General | 23591 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50624 | Total |
| Management And General | 50624 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24894 | Total |
| Management And General | 24894 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227467 | Total |
| Program Services | 219420 | ProgramServices |
| Management And General | 8047 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9350 | Total |
| Program Services | 9112 | ProgramServices |
| Management And General | 238 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115065 | Total |
| Program Services | 48733 | ProgramServices |
| Management And General | 66332 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8761 | Total |
| Program Services | 6266 | ProgramServices |
| Management And General | 2495 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 372687 | Total |
| Program Services | 346598 | ProgramServices |
| Management And General | 26089 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Program Services | 1772 | ProgramServices |
| Management And General | 2228 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122 | Total |
| Program Services | 122 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477085 | Total |
| Program Services | 443689 | ProgramServices |
| Management And General | 33396 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157880 | Total |
| Program Services | 128592 | ProgramServices |
| Management And General | 29288 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Facilities/Maintenance | 117070 | 117070 | |
| Disposed Property Loss | 70915 | 65951 | 4964 |
| Curatorial | 58143 | 58143 | |
| Security | 43089 | 43089 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55721 | Total |
| Program Services | 33858 | ProgramServices |
| Management And General | 21863 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5822475 | Total |
| Program Services | 4598854 | ProgramServices |
| Management And General | 1223621 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5900 | BOY |
| EOY | 165697 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435623 | BOY |
| EOY | 199834 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21241343 | BOY |
| EOY | 20976125 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8685 | BOY |
| EOY | 6224 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 800 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382270 | BOY |
| EOY | 385720 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114600 | BOY |
| EOY | 121908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17027459 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9787897 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7681505 | BOY |
| EOY | 7239562 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39503965 | BOY |
| EOY | 39952535 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3834706 | BOY |
| EOY | 4049503 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35403 | BOY |
| EOY | 35403 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73246000 | BOY |
| EOY | 73133311 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796531 | BOY |
| EOY | 786432 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796531 | BOY |
| EOY | 786432 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55293679 | BOY |
| EOY | 55473037 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16913389 | BOY |
| EOY | 16631441 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242401 | BOY |
| EOY | 242401 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72449469 | BOY |
| EOY | 72346879 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73246000 | BOY |
| EOY | 73133311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1547765 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1650355 | ReconcilationOtherChanges |
| 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 | 5302328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4292215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4298001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5333107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5359686 | CurrentTaxYear |
| Total | 24585337 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4045061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4025684 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4020631 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2318195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2326786 | CurrentTaxYear |
| Total | 16736357 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9347389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8317899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8318632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7651302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7686472 | CurrentTaxYear |
| Total | 41321694 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 22077810 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19243884 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1346756 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 966061 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 814491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 839272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 821236 | CurrentTaxYear |
| Total | 4787816 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 46109510 | TotalSupport |
| Gross Receipts From Admissions Etc | 5640888 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.41740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43410 | 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 |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 285707 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2857 | InvestmentEarningsOrLosses |
| Other Expenditures | 13873 | OtherExpenditures |
| End Of Year Balance | 268977 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 251180 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 49759 | InvestmentEarningsOrLosses |
| Other Expenditures | 15232 | OtherExpenditures |
| End Of Year Balance | 285707 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 248376 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21287 | InvestmentEarningsOrLosses |
| Other Expenditures | 18483 | OtherExpenditures |
| End Of Year Balance | 251180 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 318075 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -52926 | InvestmentEarningsOrLosses |
| Other Expenditures | 16773 | OtherExpenditures |
| End Of Year Balance | 248376 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.90000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | 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 | 14718051 | OtherCostOrOtherBasis |
| Depreciation | 7687384 | Depreciation |
| Book Value | 7030667 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 782952 | OtherCostOrOtherBasis |
| Depreciation | 636586 | Depreciation |
| Book Value | 146366 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1526456 | OtherCostOrOtherBasis |
| Depreciation | 1463927 | Depreciation |
| Book Value | 62529 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7239562 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Weatherlow Offshore Fund | Description |
| Book Value | 4049503 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4049503 | TotalOfBookValueSecurities |
| Total Revenue | 7370240 | TotalRevenue |
| Total Expenses | 5822475 | TotalExpenses |
| Excess Or Deficit For Year | 1547765 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1463732 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | -172434 | DonatedServicesAndFacilities |
| Other | -$14,189 | OtherAmount |
| Total Adjustments | -1650355 | TotalAdjustments |
| Excess Or Deficit Per FS | -102590 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7681933 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 30602 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 281091 | OtherRevenues |
| Revenue Not Rptd F990 | 311693 | RevenueNotRptdF990 |
| Revenue Subtotal | 7370240 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7370240 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6320791 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 203036 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 295280 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 498316 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5822475 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5822475 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | The following footnote is included in the Museum's audited financial statements: "In conformity with accounting policies generally followed by art museums, the value of the Museum's collections has been excluded from the Statements of Financial Position, and the gifts of art objects are excluded from the Statements of Activities. Purchases of art objects by the Museum would be separately identified as decreases in net assets in the Statements of Activities. It is the Museum's policy to designate proceeds from the sale of art for the acquisition of art. The collections are maintained for public exhibition, education, and research in furtherance of public service, rather than for financial gain." | |
| Part III, Line 4: | The Museum's exempt purposes are to: (i) establish and maintain a museum and library of art, painting, and sculpture; (ii) encourage and develop the study of the fine arts and advance the general knowledge of kindred subjects; and (iii) do any and all things incidental, accessory or advantageous to the carrying out of such purposes. The Museum houses more than 12,000 works of art, including paintings, sculptures, drawings and other works on paper, photography, and other miscellaneous art objects. Approximately 1,000 works are on view in the galleries and gardens. Four temporary exhibition galleries feature rotating installations of artworks not on permanent display. | |
| Part V, Line 4: | To support the general operations of the Museum. | Description of Intended Use of Endowment Funds: |
| Part X: | The following footnote is included in the Museum's audited financial statements for the tax year ending June 30, 2012: "The Museum is recognized as exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. As required by the Income Taxes Topic of the FASB ASC, the Museum recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. The Museum believes that it has appropriate support for the tax positions taken and, as such, does not have any uncertain tax positions that result in a material impact on the Museum's financial position or statements of activities." | Description of Uncertain Tax Positions Under FIN 48: |
| Depreciation on capitalized donated services -14,189. | Part XI, Line 8 - Other Adjustments: | |
| Cost of goods sold 281,091. | Part XII, Line 2d - Other Adjustments: | |
| Cost of goods sold 281,091. Depreciation on capitalized donated services 14,189. | Part XIII, Line 2d - Other Adjustments: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 4018000 | TotalExpenditures |
| 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 | 4018000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4018000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Walter W Timoshuk | |||||||||||||
| 266380 | 266380 | 0 | 0 | 1782 | 1782 | 37250 | 37250 | 20839 | 20839 | 326251 | 326251 | 0 | 0 |
| Ronald H Dykhuizen | |||||||||||||
| 121986 | 121985 | 0 | 0 | 79057 | 79058 | 24750 | 24750 | 13996 | 13996 | 239789 | 239789 | 65000 | 65000 |
| John Sudolcan | |||||||||||||
| 116093 | 0 | 0 | 0 | 974 | 0 | 11933 | 0 | 36516 | 0 | 165516 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | Walter W. Timoshuk, President Supplemental nonqualified retirement plan (unvested accruals) Organization: $25,000 Related organization: $25,000 Benefits under the plan are subject to a substantial risk of forfeiture, and shall become payable if Mr. Timoshuk is employed by the organization on; a) July 1, 2016; or b) the date of his death or disability. Plan benefits shall also become payable if Mr. Timoshuk's employment with the organization is terminated without cause. Ronald H. Dykhuizen, Chief Financial Officer Supplemental nonqualified retirement plan (unvested accruals) Organization: $12,500 Related organization: $12,500 Benefits under the plan are and remain subject to a substantial risk of forfeiture until becoming payable periodically in the event Mr. Dykhuizen is employed by the organization on certain predesignated dates, the first of which occurred on June 30, 2011. Benefits under the plan also become payable in the event of (i) Mr. Dykhuizen's death or disability, or (ii) Mr. Dykhuizen's termination of employment with the organization without cause. On July 1, 2011, Mr. Dykhuizen received a payment of benefits from the organization totaling $78,444, of which $65,000 was previously reported on prior year Form 990s; he also received a payment of benefits from a related organization totaling $78,444, of which $65,000 was previously reported on prior year Form 990s. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | The number reported in Part I, column (b) represents the total number of art objects contributed to the Museum. |
| Non Reporting of Revenue: | Part I, Line 33: | Although the Museum does not report gifts of art in its audited financial statements as permitted under generally accepted accounting principles, it reports such gifts on Form 990, Schedule M. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Two trustees, Douglas Simon and Pamela Simon Jensen, have a family relationship. | |
| Form 990, Part VI, Section A, line 6 | The Museum has members and trustees. | |
| Form 990, Part VI, Section A, line 7a | Members of the Museum elect the trustees. | |
| Form 990, Part VI, Section A, line 7b | Pursuant to the Museum's bylaws, certain decisions of the Museum's Board of Trustees, if made, would be subject to approval by the Museum's Members. Decisions subject to the affirmative vote of the Members include amendments to the Museum's bylaws, disposal of substantially all of the assets of the Museum, the merger or dissolution of the Museum, and any other decisions requiring member approval pursuant to California's Nonprofit Public Benefit Corporations Law. Each Member of the Museum is entitled to one vote on each matter submitted to a vote of the Members. | |
| Form 990, Part VI, Section B, line 11 | The Museum's Form 990 is first reviewed by the Museum's CFO and then by an outside accounting firm. The draft Form 990 is then distributed to the Museum's Audit Committee for review. The CFO, President, and a representative from the outside accounting firm meet with the Audit Committee for further review and approval. The Form 990 is then distributed to the full Board of Trustees prior to filing. | |
| Form 990, Part VI, Section B, line 12c | Pursuant to the Museum's Conflict of Interest Policy, the Museum's trustees and officers are required to disclose any actual or possible conflicts of interest annually. It is the Museum's practice for senior management to review the disclosures and to forward them to the Chair of the Audit Committee. If deemed necessary by the Audit Committee Chair, potential conflicts of interest matters are presented to a board committee or the board. Per the Policy, the board committee or the board then determines by vote if a conflict of interest exists. The person involved in the potential conflict is required to leave the board meeting or committee meeting while the issue is discussed and voted upon. All employees of the Museum are also required to annually disclose any actual or possible conflicts of interest. These disclosures are reviewed by senior management. | |
| Form 990, Part VI, Section B, line 15 | The process for determining the 2011 compensation of both the President and the CFO of the Museum included the following: (i) use of an independent consultation consultant to update a compensation study and review Form 990's filed by other organizations, available compensation surveys, and other relevant data; (ii) review and approval by the Compensation Committee of the board, which consists entirely of non-employee trustees; (iii) review and approval by the full board, with the employee President recusing himself from deliberations and voting; and (iv) contemporaneous substantiation of the deliberations and decisions, which are reflected in the minutes of both the Compensation Committee and the board. | |
| Form 990, Part VI, Section C, line 19 | The Museum makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. | |
| Form 990, Part VI, Section B, Line 13 | The Museum maintains a written whistleblower policy, a copy of which is provided to all Museum employees. The Museum has answered this question in the negative solely by reason of the fact that the Museum's written whistleblower policy was not adopted by the Museum's Board of Trustees but rather was adopted by the Museum's officers. | Written whistleblower policy |
| Form 990, Part VI, Section B, Line 14 | The Museum maintains a written document retention and destruction policy pursuant to which all document retention and destruction is actively monitored by Museum officers. The Museum has answered this question in the negative solely by reason of the fact that the Museum's written document retention and destruction policy was not adopted by the Museum's Board of Trustees but rather was adopted by the Museum's officers. | Written document retention and destruction policy |
| Form 990, Part VII, Section A, Column B | Norton Simon Art Foundation 1.0 Albert J. Crosson (beg. 8/24/11) 1.0 Thomas L. Pfister 30.0 Walter W. Timoshuk 30.0 Ronald H. Dykhuizen 37.5 Stephanie Villasenor 25.0 Cindy Schembri (formerly Burke) 25.0 Carol Togneri Norton Simon Art Insurance Partnership 0.1 Walter W. Timoshuk 0.1 Ronald H. Dykhuizen 0.1 Stephanie Villasenor | Average hours worked for related organizations |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -1,463,732. Donated services and use of facilities: -172,434. Depreciation on capitalized donated services -14,189. Total to Form 990, Part XI, Line 5: -1,650,355. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norton Simon Art Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E Colorado Blvd Suite 240 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956038921 | EIN |
| Primary Activities | To develop public knowledge and interest in fine arts. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Private foundation | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norton Simon Museum of Art at Pasadena | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norton Simon Art Insurance Partnership | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 W Colorado Blvd | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611448000 | EIN |
| Primary Activity | Purchase of fine art insurance. | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norton Simon Museum of Art at Pasadena | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Norton Simon Art Foundation | ||
| N | 1492796 | Cash value |
| Norton Simon Art Insurance Partnership | ||
| B | 74612 | Cash value |
| Norton Simon Art Insurance Partnership | ||
| R | 38 | Cash value |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Dissolution of partnership | Schedule R, Part III, columns a-k | The Norton Simon Art Insurance Partnership was dissolved by the partners thereof effective December 28, 2011. |
| Sharing of paid employees | Schedule R, Part V, Line 1a | The Museum is the designated common paymaster for the employees of the Museum and the Norton Simon Art Foundation. The Foundation reimburses the Museum for the services provided by the employees during the year. |
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