2012-03-26T13:12:58-05:00 2011-06-30 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2010-07-01 951855640 MUSEUM OF CONTEMPORARY ART SAN DIEGO MUSE 8584543541 700 PROSPECT STREET LA JOLLA CA 920374228 CHARLES E CASTLE 8584543541 2012-03-26 1 ROBERT C GELLMAN 8587952000 2010 2016-02-24 21:20:13Z HUGH M DAVIES 700 PROSPECT STREET LA JOLLA CA 92037 45652685 0 X WWW.MCASD.ORG X 1941 CA THE MISSION OF THE ORGANIZATION IS TO SERVE DIVERSE AUDIENCES THROUGH THE EXHIBITION, INTERPRETATION, COLLECTION AND PRESERVATION OF ART CREATED SINCE 1950. 33 33 128 41 63360 -46511 5336834 3746869 381880 299159 1589156 6187131 -575118 478769 6732752 10711928 0 0 0 0 3321520 3381946 0 0 315363 5015159 5085621 8336679 8467567 -1603927 2244361 76622539 80736960 12905956 12936751 63716583 67800209 X MCASD'S MISSION IS TO SERVE DIVERSE AUDIENCES THROUGH THE EXHIBITION, INTERPRETATION, COLLECTION, AND PRESERVATION OF ART CREATED SINCE 1950. ITS MANDATE IS TO ENGAGE REGIONAL, NATIONAL, AND INTERNATIONAL AUDIENCES INCLUDING THE BINATIONAL CONSTITUENCY OF THE SAN DIEGO/TIJUANA REGION, AND ITS VISION IS TO BE A MUSEUM PROVIDING PUBLIC ACCESS TO CONTEMPORARY ART, ARTISTS, AND THE CREATIVE PROCESS; A FORUM FOR THE EXPLORATION AND UNDERSTANDING OF CONTEMPORARY ART AND IDEAS; AND A LABORATORY FOR ARTISTS TO EXPERIMENT WITH NEW FORMS OF CREATIVE EXPRESSION. THE PRIMARY VEHICLE FOR ACCOMPLISHING THIS MISSION IS THROUGH THE EXHIBITION OF CONTEMPORARY ART. 0 0 240108 DURING THE FISCAL YEAR ENDED JUNE 30, 2011, THE MUSEUM OF CONTEMPORARY ART SAN DIEGO PRODUCED THE EXHIBITION AND ACCOMPANYING CATALOGUE VIVA LA REVOLUCION: A DIALOGUE WITH THE URBAN LANDSCAPE, WHICH WAS ON VIEW JULY 18, 2010 - JANUARY 2, 2011. VIVA LA REVOLUCION FEATURED THE WORK OF 20 INTERNATIONAL ARTISTS FROM 10 COUNTRIES WHO THROUGH DIFFERENT PRACTICES ALL EXPLORE AND REFERENCE GLOBAL URBAN STYLE AND CULTURE. THE EXHIBITION FEATURED WORKS BOTH INSIDE THE MUSEUM'S JOAN AND IRWIN JACOBS BUILDING GALLERIES, AS WELL AS OUTSIDE AT PUBLIC SITES THROUGHOUT DOWNTOWN SAN DIEGO. ARTISTS IN THE EXHIBITION USE THE URBAN LANDSCAPE AS A STAGE TO DIRECTLY ADDRESS THE GENERAL PUBLIC AND ARE THEREFORE ENGAGED IN A NEGOTIATION BETWEEN PUBLIC SPACE, CIVIC AUTHORITIES, AND ART. THE ACCOMPANYING EXHIBITION CATALOGUE WAS A FULLY ILLUSTRATED 165-PAGE BOOK THAT FEATURED MANY PHOTOS OF THE EXHIBITION'S ARTWORK AND PUBLIC COMMISSIONS IN PROGRESS; IT WAS CO-PUBLISHED AND DISTRIBUTED BY GINGKO PRESS, BERKELEY, CA. 188973 178000 DURING THE FISCAL YEAR ENDED JUNE 30, 2011, THE MUSEUM OF CONTEMPORARY ART SAN DIEGO COMMISSIONED THE ARTIST JENNIFER STEINKAMP TO CREATE AN INSTALLATION FOR THE FARRELL GALLERY AT THE MUSEUM OF CONTEMPORARY ART SAN DIEGO'S DOWNTOWN JOAN AND IRWIN JACOBS BUILDING, WHICH OPENED ON JANUARY 23, 2011 AND REMAINS ON VIEW THROUGH JANUARY 2012. ENTITLED MADAME CURIE, THE SITE SPECIFIC, SEVEN-CHANNEL PROJECTION ENGAGES THE ARCHITECTURE OF THE 4,500-SQUARE-FOOT GALLERY (THE ARTIST'S LARGEST INDOOR ARTWORK TO DATE) AND WAS INSPIRED BY STEINKAMP'S RECENT RESEARCH INTO ATOMIC ENERGY, ATOMIC EXPLOSIONS, AND THE EFFECTS OF THESE FORCES ON NATURE. MARIE CURIE WAS THE RECIPIENT OF TWO NOBEL PRIZES FOR CREATING THE THEORY OF RADIOACTIVITY, AND DISCOVERING RADIUM AND POLONIUM. SHE WAS ALSO AN AVID GARDENER AND LOVER OF FLOWERS. AN ENVELOPING PANORAMIC WORK THE PIECE ACTIVATES A FIELD OF MOVING FLOWERS AND FLOWERING TREES. STEINKAMP IS ONE OF THE MOST ACCOMPLISHED TIME-BASED, DIGITAL VIDEO ARTISTS WORKING TODAY. HER VIDEO INSTALLATIONS OF PROJECTED ANIMATIONS ENGAGE SPACE AND ARCHITECTURE TO FOSTER MOMENTS OF INTENSE PUBLIC INTIMACY IN OUR AGE OF NEW MEDIA. 56994 25000 5000 THE THIRD MAJOR PROJECT OF THE FISCAL YEAR ENDED JUNE 30, 2011 WAS THE EXHIBITION AND CATALOGUE COLLECTION APPLIED DESIGN: A KIM MACCONNEL RETROSPECTIVE. ON VIEW IN THE MUSEUM'S LA JOLLA GALLERIES FROM OCTOBER 9, 2010 THROUGH JANUARY 23, 2011, COLLECTION APPLIED DESIGN WAS THE FIRST FULL-CAREER RETROSPECTIVE TO BE PRESENTED IN SAN DIEGO OF THIS INFLUENTIAL, SAN DIEGO-BASED ARTIST. KIM MACCONNEL IS A PAINTER WHO HAS ENGAGED QUESTIONS OF ABSTRACTION, FIGURATION, AND DECORATION THROUGHOUT HIS LONG CAREER. THE ARTIST DRAWS INSPIRATION FROM A WIDE RANGE OF SOURCES INCLUDING FOUND GRAPHIC IMAGES, PATTERNED FABRICS, NEAR EASTERN TEXTILES, PABLO PICASSO, HENRI MATISSE, AND THE DETRITUS THAT WASHES UP ON BEACHES. HIS WORK IS INFORMED BY VARIOUS EXPERIENCES OF TRAVEL, INCLUDING HIS STUDY OF INDIGENOUS CULTURES AND A SELF-CONSCIOUS EXAMINATION OF THE ROLE OF THE TOURIST. THE MUSEUM OF CONTEMPORARY ART SAN DIEGO HOSTED MACCONNEL'S FIRST MAJOR EXHIBITION IN 1976 AND HAS SINCE FEATURED HIS WORK IN BOTH SOLO AND GROUP EXHIBITIONS. THE RETROSPECTIVE SOUGHT TO GO BEYOND A CHRONOLOGICAL EXAMINATION OF ARTISTIC DEVELOPMENT TO EVOKE THE EXPERIENCE OF PAST EXHIBITIONS OF MACCONNEL'S WORK. THE EXHIBITION WAS ACCOMPANIED BY A 100-PAGE FULLY ILLUSTRATED CATALOGUE INCLUDING AN ESSAY BY GUEST AUTHOR RICHARD MARSHALL AND AN INTERVIEW WITH THE ARTIST BY THE MUSEUM OF CONTEMPORARY ART SAN DIEGO'S CURATOR ROBIN CLARK. 5317119 116159 ALL EXHIBITIONS AT MCASD ARE ACCOMPANIED BY A RANGE OF EDUCATIONAL PROGRAMS AND SERVICES, FROM LECTURES BY ARTISTS TO GALLERY WALK-THROUGHS, FROM FREE CELL PHONE/IPOD AUDIO TOURS TO BILINGUAL TEXTS IN THE EXHIBITION GALLERIES. PROGRAMS ARE TARGETED TO VARIOUS AUDIENCES: SCHOOL CHILDREN, TEENS, COLLEGE STUDENTS, YOUNG ADULTS, LATINO AUDIENCES, AND THE GENERAL ADULT PUBLIC. 5317119 116159 5803194 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 87 0 128 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X TRULETTE M CLAYES 8584543541 700 PROSPECT STREET LA JOLLA CA 92037 HUGH M DAVIES 40.00 X 406584 0 2000 DR PETER C FARRELL 1.00 X 0 0 0 DAVID C COPLEY 1.00 X 0 0 0 DR CHARLES COCHRANE 1.00 X 0 0 0 MARYANNE C PFISTER 1.00 X 0 0 0 MATTHEW STRAUSS 1.00 X 0 0 0 FAYE H RUSSELL 1.00 X 0 0 0 NORA D SARGENT 1.00 X 0 0 0 BRENT V WOODS 1.00 X 0 0 0 CHRISTOPHER CALKINS 1.00 X 0 0 0 VALERIE COOPER 1.00 X 0 0 0 GAIL KNOX 1.00 X 0 0 0 COLETTE CARSON ROYSTON 1.00 X 0 0 0 BARBARA ARLEDGE 1.00 X 0 0 0 CHARLES BRANDES 1.00 X 0 0 0 DAVID GUSS 1.00 X 0 0 0 DR CAROL RANDOLPH 1.00 X 0 0 0 DR MARY F BERGLUND 1.00 X 0 0 0 DR PAUL JACOBS 1.00 X 0 0 0 HOLLY MCGRATH 1.00 X 0 0 0 ISABEL COPPEL 1.00 X 0 0 0 LEON KASSEL 1.00 X 0 0 0 LINNEA ARRINGTON 1.00 X 0 0 0 MARGARET JACKSON 1.00 X 0 0 0 MARY KEOUGH LYMAN 1.00 X 0 0 0 MELISSA BARTELL 1.00 X 0 0 0 MURRAY A GRIBIN 1.00 X 0 0 0 NANCY BROWAR 1.00 X 0 0 0 PAULINE FOSTER 1.00 X 0 0 0 ROBIN PARSKY 1.00 X 0 0 0 SAMI LADEKI 1.00 X 0 0 0 SCOTT PETERS 1.00 X 0 0 0 SHERYL WHITE 1.00 X 0 0 0 SUE K EDWARDS 1.00 X 0 0 0 VEKENO KENNEDY 1.00 X 0 0 0 WENDYCE H BRODY 1.00 X 0 0 0 CHARLES E CASTLE 40.00 X X 44950 0 1731 JEANNA YOO 40.00 X 0 0 550 TRULETTE M CLAYES 40.00 X 100001 0 999 551535 0 4730 2 0 1 0 0 570576 533163 463562 2179568 374409 3746869 ADMISSION FEES 713990 184187 184187 EXHIBITION FEES 713990 71948 71948 EDUCATIONAL PROGRAMS 713990 27415 27415 PUBLICATION SALES 713990 15609 15609 299159 693430 693430 678504 678504 678504 10159 668345 39397147 347500 33549206 701740 5847941 -354240 5493701 5493701 48760 533163 258128 -209368 -209368 441316 431683 9633 53201 -43568 10711928 299159 63360 6602540 474017 142205 331812 2422460 1544905 692026 185529 85019 48784 26458 9777 207933 121202 51265 35466 192517 121420 56052 15045 41157 15069 26088 118209 118209 154882 9675 145207 496029 350213 115050 30766 219813 63577 148957 7279 363355 348167 13316 1872 107269 84199 21422 1648 422019 35363 386641 15 1093010 1064011 18018 10981 67505 54401 13104 BUILDING EXPENSES 803867 774647 18045 11175 ACCESSIONS OF ART 415400 415400 EQUIPMENT RENT & MAINTE 340181 322354 17827 POSTAGE & SHIPPING 124009 120179 3141 689 FOOD AND ENTERTAINMENT 101733 58979 42754 217183 108444 103618 5121 8467567 5803194 2349010 315363 2175415 1703528 134986 1725 5041449 3508790 72621 54718 866985 758716 398655 396835 176509 253393 47602520 11972556 36576279 35629964 30684981 37947513 494659 481778 76622539 80736960 951541 980012 1724378 1741885 9750000 9750000 480037 464854 12905956 12936751 X 14301016 19492230 10157185 8702097 39258382 39605882 63716583 67800209 76622539 80736960 X 2244361 1839265 X 0 1 1 X 0 X 9053079 9653718 4527866 5336834 3756589 32328086 9053079 9653718 4527866 5336834 3756589 32328086 1822280 30505806 1827240 1983513 1629274 1310824 1371934 8122785 40450871 4119146 0.75410 0.72750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 27677285 7327802 2113404 32891683 25830758 3656247 1809720 27677285 34102123 -5682588 2588777 25830758 1.00000 0.00000 0 0 7466552 7466552 35359924 9417290 25942634 3109678 1376074 1733604 1666366 1179192 487174 35629964 PUBLICLY TRADE SECURITIES 37947513 F 37947513 10711928 8467567 2244361 1839267 -2 1839265 4083626 13673764 1839267 432469 289 2272025 11401739 -689811 -689811 10711928 9590138 432469 690102 1122571 8467567 0 8467567 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE PERMANENT COLLECTION OF THE MUSEUM CONSISTS OF PAINTINGS, SCULPTURES, INSTALLATIONS, WORKS ON PAPER (INCLUDING PHOTOGRAPHY), VIDEO AND OTHER MEDIA. THE CORNERSTONE OF ANY MUSEUM IS ITS COLLECTION. IT IS THE RESPONSIBILITY OF THE MUSEUM TO ACQUIRE OBJECTS FOR ITS COLLECTION, TO MAINTAIN THEM FOR USE IN EXHIBITIONS, EDUCATION AND RESEARCH, AND TO PRESERVE THE COLLECTION IN PERPETUITY, ALL WHICH CONTRIBUTE TO MEETING THE ORGANIZATION'S EXEMPT PURPOSE. ACQUISITION AND PRESERVATION OF OBJECTS ARE PRIMARY RESPONSIBILITIES OF THE BOARD OF TRUSTEES, THE EXECUTIVE DIRECTOR AND THE CURATORIAL STAFF. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD ADOPTED A SPENDING POLICY FOR PERMANENTLY RESTRICTED ENDOWMENT FUNDS BASED ON A ROLLING AVERAGE OF HISTORIAL MARKET VALUES. THE MUSEUM'S ENDOWMENT INVESTMENT POLICY AND STRATEGY IS TO EMPHASIZE TOTAL RETURN; THAT IS, THE AGGREGATE RETURN FROM CAPITAL APPRECIATION AND DIVIDEND AND INTEREST INCOME. WITHIN THIS FRAMEWORK SPECIFIC INVESTMENTS OBJECTIVES FOR ENDOWMENT INVESTMENTS INCLUDE LIQUIDITY, PRESERVATION OF CAPITAL, PRESERVATION OF PURCAHSING POWER AND LONG-TERM GROWTH OF CAPITAL. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -2. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 291. ROUNDING -2. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -258,128. COST OF GOODS SOLD -431,683. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 258,128. COST OF GOODS SOLD 431,683. LOSS ON DISPOSAL OF FIXED ASSET 291. X X X X X X X 0 MONTE CARLO 574688 530788 43900 252520 AVANT GARDE EVENT 7235 2375 4860 5608 581923 533163 48760 258128 258128 -209368 X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 HUGH M DAVIES 320660 0 0 0 85924 0 0 0 2000 0 408584 0 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART I, LINE 1A SUPPLEMENTAL INFORMATION PART III THE DIRECTOR OF THE ORGANIZATION RECEIVES OCCASIONAL SPOUSAL TRAVEL REIMBURSEMENT AND REIMBURSEMENT FOR THE CARE OF CHILDREN WHEN BOTH PARENTS ARE AWAY ON MUSEUM BUSINESS. THESE EXPENSES ARE APPROVED BY THE COMPENSATION COMMITTEE AND ARE NOT INCLUDED IN THE DIRECTOR'S TAXABLE COMPENSATION. THE DIRECTOR RECEIVES REIMBURSEMENT FOR BEACH AND TENNIS CLUB DUES. THE PURPOSE OF THE MEMBERSHIP IS TO ENTERTAIN TRUSTEES, DONORS AND ARTISTS ON MUSEUM BUSINESS. THIS IS NOT INCLUDED IN THE DIRECTOR'S TAXABLE COMPENSATION. ALLIED IRISH BANK 132774656 797391YJ2 2004-12-16 13000000 EXPANSION PROJECT 0 0 0 13000000 460124 12539876 2007 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 HUGH M DAVIES - MORTGAGE X 1000000 410622 0 1 1 CHARLES E CASTLE - MORTGAGE X 600000 348094 0 1 1 758716 X 23 0 N/A X 12 326491 FMV X MEMBERSHIP 12 41218 VALUED BY DONOR X SPECIAL EVENTS 2 6700 VALUED BY DONOR 5 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION HIRES A THIRD PARTY TO LIQUIDATE STOCK TRANSFERS. NON REPORTING OF REVENUE: PART I, LINE 33: IN ACCORDANCE WITH SFAS 116, THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIRES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S PUBLIC DISCLOSURE COPY OF THE FORM 990, NOT THE FILING COPY, INCLUDING ALL PERTINENT SCHEDULES BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MCASD DISTRIBUTES AN "INSTITUTIONAL ETHICS POLICY" DOCUMENT THAT INCLUDES THE CONFLICT OF INTEREST POLICY. MCASD REQUESTS THAT EACH YEAR, TRUSTEES REVIEW THIS DOCUMENT, SIGN AND AFFIRM THAT THEY HAVE READ THE GUIDELINES, AND COMPLETE THE TRUSTEE DISCLOSURE STATEMENT. THESE ARE KEPT ON FILE AT THE MUSEUM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE ENGAGED A PROFESSIONAL COMPENSATION AND HUMAN RESOURCES CONSULTING PRACTICE TO CONDUCT AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS COMPLIANCE REVIEW OF TOTAL COMPENSATION FOR THE MUSEUM DIRECTOR. THE CONSULTANT USED VARIOUS FORM 990'S AND SURVEYS FROM SIMILAR INSTITUTIONS TO DETERMINE THE COMPETTIVENESS OF THE DIRECTOR'S COMPENSATION. MCASD RECEIVES AN ANNUAL SALARY SURVEY FROM THE ASSOCIATION OF ART MUSEUM DIRECTORS THAT IS USED TO EVALUATE COMPENSATION FOR EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE FOR INSPECTION OR COPYING AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: *TAX EXEMPTION APPLICATION (FORM 1023) *INTERNAL REVENUE SERVICE DETERMINATION LETTER *ARTICLES OF INCORPORATION *BY-LAWS *CONFLICT OF INTEREST POLICY *AUDITED FINANCIAL STATEMENTS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,839,267. ROUNDING -2. TOTAL TO FORM 990, PART XI, LINE 5: 1,839,265. LA JOLLA MUSEUM OF ART 700 PROSPECT STREET LA JOLLA CA 92037 951855640 MUSEUM CA MCASD C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0