2013-04-03T19:40:19-07:00 2012-06-30 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2011-07-01 951709290 SAN DIEGO MUSEUM OF MAN SAND 6192392001 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 MICAH D PARZEN PHD JD 2013-04-03 true JULIE A FIRL 6192947200 X 2011 2016-02-25 16:41:14Z MICAH D PARZEN PHD JD 1350 EL PRADO BALBOA PARK SAN DIEGO CA 92101 2021845 false false X HTTP://WWW.MUSEUMOFMAN.ORG X 1915 CA Inspiring human connections by exploring the human experience. 15 15 51 66 -2684 -2684 736169 856115 831153 808011 149712 111606 127546 -40891 1844580 1734841 0 0 1473837 1501676 0 238355 801302 808823 2275139 2310499 -430559 -575658 6576460 5919146 320695 197725 6255765 5721421 San Diego Museum of Man ("SDMoM") is San Diego's only institution dedicated to anthropology and archeology and has distinguished itself nationally with its extensive physical and ethnographic collections, publications and research, educational programs, and exhibits that in accordance with its mission, " inspiring human connections by exploring the human experience." SDMoM is located in Balboa Park in the historic 1915 California Building with its iconic California Tower. SDMoM features five permanent exhibitions, including Ancient Egypt; Kumeyaay: Native Californians; Footsteps Through Time: Four Million Years of Human Evolution; Maya: Heart of Sky, Heart of Earth; and Discover Egypt. SDMoM also offers changing special exhibits featuring artifacts from their collections and around the world.Mission, Vision, and Goals:SDMoM's mission is "inspiring human connections by exploring the human experience."Its vision is to be "the place to go to learn about each other, reflect on our place in false false 1237035 706083 Collections, Direction and Exhibitions:SDMoM stewards over 400,000 ethnographic, biological, and archaeological objects, 50,000 photographic images, and 33,000 scientific publications. In addition, SDMoM serves approximately 150,000 visitors annually, including 40,000 children and adolescents. SDMoM's goal is to play a unique role in the community by serving as part-town hall, part center for cross-cultural exchange, and part participatory museum. In 2011, SDMoM was reaccredited by the American Association of Museums for another 15-year period and became an affiliate of the Smithsonian Institution, an honor shared by fewer than 200 museums worldwide and only one other museum in San Diego. In January 2012, following a 10-month comprehensive planning process, SDMoM's Board of Trustees approved a newly minted "2012-2015 Strategic Plan: A Blueprint for Success." This new plan will guide the institution over the next three years and completely reinvent SDMoM's vision and mission, effectively reimagining the museum and its role in the community.SDMoM's new direction is embodied by the vibrant series of extraordinary exhibits that began in 2011 with RACE - Are We So Different?, a science and culture exhibit that examined the meaning and impact of the construct of race. In April 2012, SDMoM became the first museum outside the Smithsonian to host Ramp It Up: Skateboard Culture in Native America, which explores the deep cultural history and contemporary significance of skateboarding, particularly with respect to Native American communities. Two other temporary exhibits also opened in 2012: (1) Instruments of Torture, which examines contemporary issues surrounding torture and human rights; and (2) access/ABILITY, a hands-on children's exhibit, which delivers the message that people living with disabilities are active and valued participants in the world. Dynamic and highly participatory, these compelling exhibits will attract a broader audience, increase admissions revenues and deeply impact the community as a whole. 223389 74668 Education:Our extensive standards-based education programs connect students to the history of humanity and the beauty of diversity through anthropology. Each year, SDMoM serves over 15,000 students in class tours, summer camps and outreach. An additional 25,000 children come to SDMoM through general admissions. Our calling is to educate not just children, but also adults in their quest for lifelong learning. In 2011, SDMoM began offering interdisciplinary panels that meaningfully engage adult community members in timely discourse about contemporary issues such as: "Perspectives on Egypt: Understanding the Popular Revolt," "Perspectives on Japan: Dealing with the Devastation" and "Et Tu, [Florida] Governor Scott - Is Anthropology Really a Worthless Degree?" Tower After Hours is an evening series that celebrates San Diego's vibrant cultural communities with ethnic food, music, dancing and artifacts. Responsive to current events and highly participatory, these compelling public programs attract a wide range of audiences, increase admissions revenues and deeply impact the community as a whole. 100882 27260 MUSEUM PROGRAM EVENTS:Permanent Exhibits:Ongoing - Ancient Egypt exhibitOngoing - Children's Discovery Center exhibitOngoing - Maya: Heart of Earth, Heart of Sky exhibitOngoing - Footsteps Through Time exhibitOngoing - Kumeyaay: Native Californians exhibitTemporary exhibits were presented to the public in FY 2012:* Strange Bones: Curiosities of the Human Skeleton (August 20, 2010 - January 15, 2012) * Modern Day Mummy: The Art and Science of Mummification (June 11, 2011 - March 4, 2012)* Adventures in Photography: A Century of Images in Archaeology and Anthropology (November 11, 2011 - January 13, 2013); * Ramp It Up: Skateboard Culture in Native America (April 28, 2012 - September 7, 2012)Rites of Passage:San Diego Museum of Man (SDMoM) staff met regularly throughout FY 2012 with community members at the Jacobs Center for Neighborhood Innovation to create a community exhibit: Rites of Passage - Our Journeys Through Life. These meetings helped develop, implement and market the exhibit which opened to the public at the Jacobs Center for Neighborhood Innovation's Center for Community & Cultural Arts on August 29, 2012, after more than a year of planning and collaboration with community members from the Diamond neighborhoods of San Diego. Honoring the important milestones of human development, this exhibit helps us to stay in touch with our own natural cycles - as individuals, as a culture, and as a community - and helps us better understand that we've crossed a threshold and are changed from one state of being to another. Baptisms, Quinceaeras, Bar and Bat Mitzvahs, graduations, marriages, retirements, and funerals are common rites of passage celebrated throughout the United States. Community residents, Balboa Park museums and the Center for Community & Cultural Arts contributed important pieces to the exhibit that reflects our community's diverse cultures, generations, and experiences.Public Programs:As part of our strategic plan, we refocused our public programs on addressing current topics of concern:* On September 24, 2011, we presented the 19th Annual Rose Tyson Seminar in the Forensic Sciences, which featured guest lecturers in the fields of forensics, forensic anthropology, odontology, and entomology. * We offered our contemporary panel "Et Tu, [Florida] Governor Scott - Is Anthropology Really a Worthless Degree?" on November 2, 2011. * On November 5, 2011, we held the 36th Annual Rock Art Symposium, a day-long event which offered participants the opportunity to share in the results of rock art research from around the globe, presented in slide-illustrated lectures.We hosted two public programs for Strange Bones: Curiosities of the Human Skeleton:July 9, 2011 - Panel discussion - Surgical Procedures & Osteology: The Cleft Palate and 10 Days in Guatemala; September 10, 2011 - Panel discussion - Arthritis: Age and Impact and a workshop geared towards seniors: Yoga for arthritis.We hosted four public programs for Modern-Day Mummy:August 13, 2011 - Panel discussion - Looking inside Mummies Using CT and MRI Scans;October 1, 2011 - Panel discussion - Death, Dying and Mourning in American History; January 14, 2012 - Panel discussion - Unwrapping the Mummy: Hollywood Fantasies, Egyptian Realities; andMarch 3, 2012 - Panel discussion - Natural Mummification in Southern California.We hosted two public programs for Adventures in Photography: A Century of Images in Archaeology and Anthropology: November 11, 2011 - Panel discussion - Photography, Fieldwork, and the Anthropological Experience; Fall 2011 - SDMoM held a public photography contest which received almost 100 entries. Six winners were chosen by judges from UCSD, Southwestern College and the Museum of Photographic Arts. Winners were featured in our Discovery newsletter (Fall/Winter 2011-2012) and their photographs are on view in the exhibit through January 13, 2013.We hosted six public programs for Ramp it Up: Skateboard Culture in Native AmericaApril 28, 2012 - Opening day lecture and tour by Ramp it Up: designer Elizabeth Gordon, Project Manager at the Smithsonian Institution; May 12, 2012 - Create-A-Skate workshop;June 2, 2012 - Skateboard demonstration with Element;June 16, 2012 - Panel discussion - What Positive Impact has Skateboarding Made in Native American Communities?;August 8, 2012 - Interactive skateboard demonstration for Native American children with Elemental Awareness Foundation. This international skate team represents countries all over the world, including the United States, Brazil and Japan;August 11, 2012 - Skateboard demonstration with Fallen Footwear's pro skating team on the half pipe. They were joined by pre-teen skaters Annika & Klara Vrklan.Tower After Hours:TAH events celebrate the worldview, food, music, and material culture of a variety of San Diego's cultural communities in close collaboration with those communities.SDMoM offered four Tower After Hours events: Finland (August 4, 2011), Germany (October 27, 2011), Ireland (February 23, 2012) and Japan (June 28, 2012). 1561306 true true false false false false false true false true true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false true 17 0 true 51 true true true false false false false false false false false false 0 false false false false false false false false false false false X 15 15 false false false false false false false true true false false false true true false true true true true true false false CA X X PATTI PEPPER 6192392001 1350 EL PRADO SAN DIEGO CA 92101 STEVEN S WALL JD 1.00 X 0 0 0 GEOFFREY SMITH MD 1.00 X 0 0 0 JOSE RICARDO RABINES 1.00 X 0 0 0 ERIC A NOWACKI JD 1.00 X 0 0 0 CHRISTOPHER S MCKELLAR 1.00 X 0 0 0 CHRISTOPHER LOUGHRIDGE 1.00 X 0 0 0 LARRY BANEGAS 1.00 X 0 0 0 HAROLD COLEMAN JR JD 1.00 X 0 0 0 JOSEPH W BALL PHD 1.00 X 0 0 0 SUSAN DRAKE JD 1.00 X X 0 0 0 MACHEL ALLEN 1.00 X X 0 0 0 DR HUGO BARRERA 1.00 X X 0 0 0 GORDUN KOVTUN 1.00 X X 0 0 0 HON KEVIN W MIDLAM RET 1.00 X X 0 0 0 WILLIAM E MAYER III 1.00 X X 0 0 0 MICAH D PARZEN PHD JD 40.00 X 165924 0 4896 REX GARNIEWICZ 40.00 X 8827 0 738 BRIAN ANDREWS 40.00 X 54030 0 6788 228781 12422 1 false true false 0 38388 165589 652138 856115 MUSEUM PROGRAM EVENTS 900099 27260 27260 Membership Dues & Assessments 900099 77508 77508 LECTURES & SYMPOSIUMS 900099 11028 11028 EDUCATION CLASSES/CAMPS 900099 63640 63640 ADMISSIONS 900099 628575 628575 808011 111606 111606 0 11793 11793 71815 74499 -2684 -2684 -2684 0 26500 38388 28901 -2401 -2401 0 129630 183604 -53974 -53974 OTHER INCOME 900099 6375 6375 6375 1734841 826179 -2684 55231 0 0 0 0 321073 224751 61003 35319 0 904646 594592 197492 112562 0 113461 92323 11392 9746 162496 110446 32634 19416 0 0 0 0 0 0 89865 12714 62335 14816 15055 15055 38626 27128 10006 1492 0 0 0 12625 4185 8213 227 0 5836 952 2777 2107 0 0 178052 170784 3634 3634 30391 6500 23891 EQUIPMENT RENTAL & REPAIR 47300 28371 18687 242 Postage and Shipping 53434 38394 12231 2809 EXHIBIT & EVENT COSTS 89870 63278 26592 UTILITIES 90662 86884 3022 756 157107 84949 63521 8637 2310499 1561306 510838 238355 202962 62589 193724 450025 0 82894 46392 0 0 0 51959 21236 3605 15899 3692557 2510459 1337830 1182098 4703486 4140907 0 0 0 0 6576460 5919146 219264 137966 19765 15340 81666 44419 320695 197725 X 6106930 5476231 98835 195190 50000 50000 6255765 5721421 6576460 5919146 X -575658 41314 X false true true X false false X 1174906 1754005 531469 795735 933623 5189738 0 0 1174906 1754005 531469 795735 933623 5189738 556082 4633656 286371 178036 142313 149712 123399 879831 6214 6214 30685 30333 18064 9569 6375 95026 6170809 4638828 0.75090 0.87700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 55037 -1137 53900 50000 5037 55037 50000 -4516 45484 0.93000 0.07000 true false false 1157028 713866 443162 6895 6895 2528634 1789698 738936 1182098 CAPTIAL LEASE OBLIGATION 44419 44419 1734841 2310499 -575658 -52371 -9715 103400 41314 -534344 1959759 -52371 287004 234633 1725126 9715 9715 1734841 2494103 183604 183604 2310499 2310499 Part X Part X : FIN48 Footnote San Diego Museum of Man is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code except on net income derived from unrelated business activities. San Diego Museum of Man's unrelated business activity did not generate taxable income and no tax liability has been recorded at June 30, 2012 and 2011. San Diego Museum of Man believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. San Diego Museum of Man is not a private foundation.San Diego Museum of Man's Return of Organization Exempt from Income Tax and Exempt Organization Business Income Tax Returns for Tax for the years ended June 30, 2012, 2011, 2010 and 2009 are subject to examination by Internal Revenue Service and State taxing authorities, generally the three to four years after the returns were filed. Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S COST OF MUSEUM STORE SALES $183604 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 COST OF MUSEUM STORE SALES $183604 FUNDRAISING EVENTS EXPENSES $28901 FACILITY RENTAL EXPENSES $74499 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances FUNDRAISING EVENTS EXPENSES $28901 RENTAL EXPENSES $74499 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. INTEREST FROM THE ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS OF THE MUSEUM. Part III, Line 4 Part III, Line 4: Description of organization's collections and how it furthers its purpose. SDMoM stewards over 400,000 ethnographic, biological, and archaeological objects, 50,000 photographic images, and 33,000 scientific publications. In addition, SDMoM serves approximately 150,000 visitors annually, including 40,000 children and adolescents. SDMoM's goal is to play a unique role in the community by serving as part-town hall, part center for cross-cultural exchange, and part participatory museum. In 2011, SDMoM was reaccredited by the American Association of Museums for another 15-year period and became an affiliate of the Smithsonian Institution, an honor shared by fewer than 200 museums worldwide and only one other museum in San Diego. In January 2012, following a 10-month comprehensive planning process, SDMoM's Board of Trustees approved a newly minted "2012-2015 Strategic Plan: A Blueprint for Success." This new plan will guide the institution over the next three years and completely reinvent SDMoM's vision and mission, effectively reimagining the museum and its role in the community.SDMoM's new direction is embodied by the vibrant series of extraordinary exhibits that began in 2011 with RACE - Are We So Different?, a science and culture exhibit that examined the meaning and impact of the construct of race. In April 2012, SDMoM became the first museum outside the Smithsonian to host Ramp It Up: Skateboard Culture in Native America, which explores the deep cultural history and contemporary significance of skateboarding, particularly with respect to Native American communities. Two other temporary exhibits also opened in 2012: (1) Instruments of Torture, which examines contemporary issues surrounding torture and human rights; and (2) access/ABILITY, a hands-on children's exhibit, which delivers the message that people living with disabilities are active and valued participants in the world. Dynamic and highly participatory, these compelling exhibits will attract a broader audience, increase admissions revenues and deeply impact the community as a whole. Part III, Line 1a Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o In conformity with the practice followed by many museums, collection objects purchased by or donated to SDMoM are not capitalized in the statement of financial position. SDMoM's collections total over 100,000 cataloged objects, artifacts from thousands of documented archaeological sites, nearly 50,000 photographic images and 33,000 scientific publications. The primary ethnographic collections include textiles, pottery, bead work, jewelry, ceramics, carvings, weapons and costumes primarily from the Western Hemisphere with strengths in California, the Southwest, Mexico and western South America. Physical anthropology is represented with skeletal collections of ancient and modern bone diseases and casts documenting human evolution. To the extent feasible, each of the items is cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are perform on a continuous basis. Purchased collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or in temporarily or permanently restricted net assets if the net assets used to purchase the items are restricted by the donor. Contributed collection items are excluded from the financial statements.Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. X false GARY JULES CONCERT 39423 31188 8235 1224 8037 2695 GOLF TOURNAMENT 25465 7200 18265 12935 4010 64888 38388 26500 12935 1224 8037 6705 28901 -2401 X X X X false false false false false false false false false false MICAH D PARZEN PHD JD 165924 4896 170820 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE MUSEUM POSTS THE LAST THREE YEARS OF ITS FORM 990 INFORMATION RETURNS AND AUDITED FINANCIAL STATEMENTS ON IT WEBSITE: WWW.MUSEUMOFMAN.ORG. THE MUSEUM'S GOVERNING DOCUMENTS AND ORGANIZATION POLICIES ARE AVAILABLE UPON REQUEST. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE FINANCE AND PERSONNEL COMMITTEE, AND THEN THE FULL BOARD, REVIEWS THE ANNUAL COMPENSATION OF ALL KEY EMPLOYEES AS PART OF THE BUDGET REVIEW AND APPROVAL PROCESS. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE MUSEUM'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH ALL BOARD MEMBERS ANNUALLY. EACH TRUSTEE IS ASKED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS AND SIGN THE POLICY.THE FOLLOWING PROCEDURES ARE PART OF THE MUSEUM'S CONFLICT OF INTEREST POLICY:1. ANY POTENTIAL CONFLICT OF INTEREST THAT MAY AFFECT A MATTER UNDER CONSIDERATION SHALL BE DISCLOSED BY THE TRUSTEE TO THE BOARD AND MADE A MATTER OF RECORD AS SOON AS THE POSSIBLE CONFLICT IS DETERMINED.2. THE INTERESTED TRUSTEE SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT INFLUENCE IN CONNECTION WITH THE MATTER. HE OR SHE MAY BE PRESENT AT THE MEETING OF THE BOARD OR COMMITTEE, BUT HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.3. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THE INTERESTED TRUSTEE'S ABSTENTION FROM VOTING.4. A TRUSTEE WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT TRUSTEE'S COMPENSATION.5. A MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION.6. NO TRUSTEE OR COMMITTEE MEMBER WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION.7. FOR ANY MATTER IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST, THE FOLLOWING ADDITIONAL PROCEDURES SHALL APPLY PRIOR TO ENTERING INTO THE TRANSACTION: A. THE BOARD DETERMINES IN GOOD FAITH THAT THE CORPORATION WILL ENTER INTO THE TRANSACTION FOR ITS OWN BENEFIT; B. THE BOARD DETERMINES IN GOOD FAITH THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION; AND C. THE BOARD DETERMINES IN GOOD FAITH AFTER REASONABLE INVESTIGATION THAT THE CORPORATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. D. IF THE TRANSACTION IS TO BE CONSIDERED FOR APPROVAL BY A COMMITTEE AND I. IT WAS NOT REASONABLY PRACTICABLE TO OBTAIN APPROVAL OF THE FULL BOARD PRIOR TO ENTERING INTO THE TRANSACTION; AND II. THE BOARD, AFTER DETERMINING THAT THE CONDITIONS OF SECTIONS 7A AND 7B OF THE CONFLICT OF INTEREST POLICY, WERE SATISFIED, RATIFIES THE TRANSACTION AT ITS NEXT MEETING FOLLOWING APPROVAL BY THE COMMITTEE BY A VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE WITHOUT COUNTING THE VOTE OF THE INTERESTED TRUSTEE.8. ANY PERSON WHO HAS KNOWLEDGE OF ANY ACTION OR CONDUCT THAT APPEARS CONTRARY TO SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES SHALL REPORT THE SAME THE TO CEO OF THE CORPORATION OR THE CHAIRPERSON OF THE BOARD.9. SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES APPLY TO THE MEMBERS OF A COMMITTEE OF THE BOARD AS IF EACH COMMITTEE MEMBER WERE A TRUSTEE.10. EACH TRUSTEE MUST BE ADVISED OF SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES PRIOR TO COMMENCEMENT OF THE TRUSTEE'S TERM OF OFFICE. IF A TRUSTEE OR SOMEONE WITH WHOM A TRUSTEE HAS A CLOSE RELATIONSHIP (I.E. A FAMILY MEMBER OR CLOSE COMPANION) HAS OR HAS HAD, A FINANCIAL, EMPLOYMENT, OR PERSONAL RELATIONSHIP WITH AN APPLICANT, GRANTEE OR VENDOR TO THE CORPORATION, THE TRUSTEE MUST DISCLOSE THIS FACT IN WRITING TO THE CORPORATE SECRETARY. EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF SDMOM'S CONFLICT OF INTEREST POLICY AND PROCEDURES; (2) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES; (3) HAS AGREED TO COMPLY WITH THE POLICY AND PROCEDURES; AND (4) UNDERSTANDS THE CORPORATION IS CHARITABLE AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE REVIEW OF THE 990 IS A MULTI-STEP PROCESS:1. THE FINANCIAL STATEMENTS, WHICH ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS, ARE A SOURCE DOCUMENT FOR THE 990. SENIOR MANAGEMENT AND THE INDEPENDENT AUDITORS PRESENT A DRAFT OF THE AUDITED STATEMENTS TO THE AUDIT COMMITTEE. THE CHAIR OF THE AUDIT COMMITTEE THEN PRESENTS THE FINANCIAL STATEMENTS TO THE FULL BOARD FOR ACCEPTANCE.2. SENIOR MANAGEMENT PRESENTS AND REVIEWS A DRAFT OF THE 990 TO THE BOARD OF TRUSTEES' FINANCE AND PERSONNEL COMMITTEE AND THE DEVELOPMENT COMMITTEE.3. THE DRAFT OF THE 990 IS DISTRIBUTED TO THE FULL BOARD, AND ALL TRUSTEES HAVE THE OPPORTUNITY TO REVIEW AND COMMENT BEFORE THE 990 IS FINALIZED.