2012-05-14T18:11:35-05:00 2011-06-30 ARMANINO MCKENNA LLP 12667 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834427 990 2010-07-01 943094513 THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY 5103188551 2012-05-11 1 BARBARA CYPHERS 9257902600 2010 2016-02-24 21:20:13Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 23196508 0 X WWW.MUSEUMCA.ORG X 1989 CA TO DEVELOP COLLECTIONS TO PROMOTE UNDERSTANDING OF CALIFORNIA'S ENVIRONMENT, HISTORY, AND ART. 33 33 197 300 0 0 14037581 18390699 1770248 3412989 256285 405553 34169 436565 16098283 22645806 0 0 0 0 4406017 5093240 129698 0 1569055 12924529 9346449 17460244 14439689 -1361961 8206117 26012269 35108031 1535734 773758 24476535 34334273 X THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) BRINGS TOGETHER COLLECTIONS OF ART, HISTORY AND NATURAL SCIENCE UNDER ONE ROOF TO TELL THE EXTRAORDINARY STORIES OF CALIFORNIA AND ITS PEOPLE. OMCA CONNECTS COLLECTIONS AND PROGRAMS ACROSS DISCIPLINES, ADVANCING AN INTEGRATED, MULTILAYERED UNDERSTANDING OF THIS EVER EVOLVING STATE. WITH MORE THAN 1.8 MILLION OBJECTS, THE OMCA IS A LEADING CULTURAL INSTITUTION OF THE BAY AREA AND A RESOURCE FOR THE RESEARCH AND UNDERSTANDING OF CALIFORNIA'S DYNAMIC CULTURAL AND ENVIRONMENTAL HERITAGE. 0 0 10343301 2509144 EXHIBITIONS AND PROGRAMS: THE OMCA ANNUALLY PROVIDES EXHIBITIONS AND EDUCATIONAL PROGRAMS REGARDING THE ART, HISTORY, AND ECOLOGY OF CALIFORNIA. THE OMCA ALSO UNDERWENT A RENOVATION PROJECT THAT DURING THIS FISCAL YEAR INCLUDED THE RENOVATION OF THE ART AND HISTORY GALLERIES AT THE MUSEUM. ATTENDANCE: APPROXIMATELY 150,000. 868117 71637 PUBLIC INFORMATION: THE PUBLIC INFORMATION DEPARTMENT ISSUES PRESS RELEASES AND PRODUCED A QUARTERLY PUBLICATION AND UPDATES THE WEBSITE REGARDING EXHIBITIONS AND PROGRAMS. THE DEPARTMENT ALSO PRODUCES AN ANNUAL MEDIA PLAN TO INFORM THE PUBLIC OF THE MUSEUM PROGRAMS AND CALIFORNIA RELATED ISSUES. 872105 832208 GUILDS AND COUNCILS: THE GUILDS AND COUNCILS PROVIDE SUPPORT AND ASSISTANCE TO VARIOUS MUSEUM DIVISIONS. THE DOCENTS PROVIDE INTERPRETIVE TOURS OF THE GALLERIES TO VISITORS, BOTH ADULT AND SCHOOL-AGE CHILDREN, AND THE GUILDS CONDUCT EDUCATIONAL TOURS AROUND CALIFORNIA AND ABROAD. 12083523 1 1 0 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 150 0 197 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X ENRICO HERNANDEZ DEPUTY DIRECTOR 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI G FOGARTY 20.00 X X 45800 0 1000 LANCE A GYORFI 5.00 X X 0 0 0 M QUINN DELANEY 5.00 X X 0 0 0 SHERYL WONG 5.00 X X 0 0 0 JOSEPH M HURWICH 5.00 X X 0 0 0 JOHN WYRO 5.00 X X 0 0 0 STEVEN J ANDERSON 5.00 X 0 0 0 DALE F BLOCK 5.00 X 0 0 0 JEFFREY CALDER 5.00 X 0 0 0 SUSAN C CHAMBERLIN 5.00 X 0 0 0 RALPH CLARK 5.00 X 0 0 0 CHRISTOPHER C CURTIS 5.00 X 0 0 0 RICHARD O DEATLEY 5.00 X 0 0 0 STEVEN DOUGLAS 5.00 X 0 0 0 RICHARD C EDWARDS 5.00 X 0 0 0 KAREN EICHLER 5.00 X 0 0 0 VIRGINIA FURTH 5.00 X 0 0 0 CHRISTOPHER LEE 5.00 X 0 0 0 ANITA I MARTINEZ 5.00 X 0 0 0 YVONNE MCCREDIE 5.00 X 0 0 0 JOHN L MCDONNELL JR 5.00 X 0 0 0 CHRISTOPHER MCLAIN 5.00 X 0 0 0 MIKE MOYE 5.00 X 0 0 0 STEVEN READ 5.00 X 0 0 0 CAROLYN SHEAFF 5.00 X 0 0 0 ROBERT STROFFREGEN 5.00 X 0 0 0 KATIE TAMONY 5.00 X 0 0 0 HILLIARD C TERRY III 5.00 X 0 0 0 ALAN VARELA 5.00 X 0 0 0 JENNIFER WALKER 5.00 X 0 0 0 BRUCE WESTPHAL 5.00 X 0 0 0 JENNIFER WOLCH 5.00 X 0 0 0 SANDRA NAHAM WOLFE 5.00 X 0 0 0 MARGARET PICO 37.50 X 125956 0 12569 171756 0 13569 1 0 0 0 MARK CAVAGNERO ASSOCIATES 1045 SANSOME STREET 200 SAN FRANCISCO CA 94111 ARCHITECTURAL DESIGN 237370 GORDON CHUN DESIGNS 1796 FIFTH STREET BERKELEY CA 94710 ARCHITECTURAL DESIGN 212854 KATHLEEN MCLEAN 1278 CAMPUS DRIVE BERKELEY CA 94708 EXHIBITS DESIGNER 116310 3 679656 1341969 16369074 1463652 18390699 ADMISSION/CONTRACT FEE 900099 1730204 1730204 OTHER PROGRAM INC 900099 838371 838371 GUILD & COUNCIL ACT 900099 832208 832208 RIGHTS & REPRODUCTION 900099 12206 12206 3412989 405553 405553 238857 238857 238857 238857 748410 550702 197708 197708 22645806 3412989 0 842118 45800 45800 4071733 2942783 163390 965560 139043 84131 24908 30004 464644 332939 37166 94539 372020 266247 11635 94138 45271 45271 81805 81805 5040362 4881525 128287 30550 328543 284855 43688 431267 299220 14386 117661 1001893 997830 2144 1919 26361 26361 94157 67275 11977 14905 77427 503 76924 OTHER EXPENSE 800400 586572 85807 128021 EXHIBIT EXPENSES 691966 691966 PARTICIPATION/LOAN FEES 254063 254063 ED PROGRAMS/EVENTS 136691 102867 33824 ACQUISITIONS 102471 102471 233772 188276 13923 31573 14439689 12083523 787111 1569055 2538532 5164394 9875786 9056504 181461 432222 206581 181357 2109149 2783211 1951187 1098709 914501 852478 9622069 15991359 564190 646506 26012269 35108031 1535734 773758 1535734 773758 X 3228709 7930203 14490148 18601861 6757678 7802209 24476535 34334273 26012269 35108031 X 8206117 1651621 X X 0 1 1 X 1 1 X 5357234 14267031 7219105 14037581 18390699 59271650 5357234 14267031 7219105 14037581 18390699 59271650 9544852 49726798 603005 636141 383736 424969 644410 2692261 61963911 15263119 0.80250 0.90740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE MUSEUM USES A PUBLIC AFFAIRS COMPANY THAT SPECIALIZES IN SECURING PUBLIC SECTOR FUNDING FOR LEGACY PROJECTS. 7962959 4573720 1703731 393551 13846859 6125623 1114537 947799 225000 7962959 7088426 23049 -702315 283537 6125623 0.36750 0.56350 0.06900 0 0 1595105 888065 707040 356082 210644 145438 852478 22645806 14439689 8206117 1651621 1651621 9857738 24297427 1651621 1651621 22645806 0 22645806 14439689 0 14439689 0 14439689 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS AND ACQUISITIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2011, THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE FOUNDATION FILES U.S. FEDERAL, AND U.S. STATE TAX RETURNS. FOR U.S. STATE TAX RETURNS, THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2006. FOR U.S. FEDERAL TAX RETURNS, THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2007. X 21 1463652 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE MUSEUM UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S FULL GOVERNING BODY BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED IT IS REVIEWED BY THE CFO, THE EXECUTIVE DIRECTOR, AND THE CONTROLLER. IT IS ALSO PROVIDED PRIOR TO FILING TO THE CHAIR OF THE FINANCE COMMITTEE/TREASURER AND THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD. AFTER IT IS FILED ANY BOARD MEMBER WHO WISHES TO RECEIVE A COPY IS GIVEN ONE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION ("BOARD") IS RESPONSIBLE FOR ASSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY WHICH WILL BE ACCOUNTABLE FOR SUCH COMPLIANCE. REQUESTS FOR GUIDANCE, INTERPRETATION, AND OPINIONS SHOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. VIOLATIONS SHOULD BE REPORTED TO THE AUDIT COMMITTEE WHICH MAY, IN APPROPRIATE CASES, HOLD HEARINGS AND SUBMIT ITS RECOMMENDATIONS TO THE CHAIR OF THE BOARD. VIOLATIONS THAT MAY INVOLVE THE EXECUTIVE DIRECTOR OR ANY TRUSTEE SHALL BE SUBMITTED TO THE AUDIT COMMITTEE. THE DECISION OF THE AUDIT COMMITTEE SHALL BE SUBJECT TO APPEAL TO THE FULL MUSEUM BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,651,621. FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 1 CHARITABLE REMAINDER TRUST INVESTMENT 1 CHARITABLE REMAINDER TRUST INVESTMENT CA T 526538 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0