THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION (EIN 94-3094513)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349303095
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:40:50-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino McKenna LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 Alcosta Boulevard Suite 500 | AddressLine1 |
| City | San Ramon | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943094513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAKL | NameControl |
| Phone | 5102382172 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori Fogarty | Name |
| Title | Executive Director | Title |
| Phone | 5102382172 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Coblentz | Name |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lori Fogarty | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16411318 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MUSEUMCA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO DEVELOP COLLECTIONS TO PROMOTE UNDERSTANDING OF CALIFORNIA'S ENVIRONMENT, HISTORY, AND ART. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 144 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7219105 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14037581 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2305432 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1770248 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 146804 | InvestmentIncomePriorYear |
| Investment Income Current Year | 256285 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 175656 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34169 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9846997 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16098283 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3671092 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4406017 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 135415 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 129698 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1192544 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5935818 | OtherExpensePriorYear |
| Other Expenses Current Year | 12924529 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9742325 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17460244 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 104672 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1361961 | RevenuesLessExpensesCY |
| Total Assets BOY | 26634002 | TotalAssetsBOY |
| Total Assets EOY | 26012269 | TotalAssetsEOY |
| Total Liabilities BOY | 1512524 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1535734 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25121478 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24476535 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13890203 | Expense |
| Revenue | 748260 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 963110 | Expense |
| Revenue | 1002704 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 670009 | Expense |
| Revenue | 19284 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15523322 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 146 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 144 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karen Webb Accounting Manager | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5102382172 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Lori G Fogarty | |||||||
| Executive Director | 20.00 | X | X | 20800 | 0 | 1000 | |
| Lance A Gyorfi | |||||||
| Chair | 5.00 | X | X | 0 | 0 | 0 | |
| Quinn Delaney | |||||||
| Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |
| Sandra Wolfe | |||||||
| Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |
| Sheryl Wong | |||||||
| Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |
| John Wyro | |||||||
| Secretary | 5.00 | X | X | 0 | 0 | 0 | |
| Richard Edwards | |||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 | |
| Kellie Johnson Abreu | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Steven J Anderson | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Dale F Block | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Susan C Chamberlin | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Brian K Cherry | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Ralph Clark | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Christopher C Curtis | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Steven Douglas | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Virginia Furth | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Joseph M Hurwich | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Jacqueline P Kane | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Anita I Martinez | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| John L McDonnell | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Mike Moye | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Steven Read | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Carolyn Sheaff | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Katie Tamony | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Alan Varela | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Jennifer Walker | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Bruce Westphal | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Robert Wilkins | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Penelope Wong | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Margaret Pico | |||||||
| Development Director | 37.50 | 113775 | 0 | 29566 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 134575 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30566 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 501362 | MembershipDues |
| Government Grants | 1727342 | GovernmentGrants |
| All Other Contributions | 11808877 | AllOtherContributions |
| Noncash Contributions | 506041 | NoncashContributions |
| Total Contributions | 14037581 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GUILD & COUNCIL ACT | 900099 | 1002704 | 1002704 |
| admission/contract fee | 900099 | 685770 | 685770 |
| Other Program Inc | 900099 | 70622 | 70622 |
| Rights & Reproduction | 900099 | 11152 | 11152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1770248 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 256285 | TotalRevenueColumn |
| Exclusion | $256,285 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 168684 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 168684 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168684 | TotalRevenueColumn |
| Exclusion | $168,684 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 178520 | GrossSalesOfInventory |
| Cost Of Goods Sold | 313035 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -134515 | TotalRevenueColumn |
| Exclusion | -$134,515 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16098283 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1770248 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $290,454 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20800 | Total |
| Management And General | 20800 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3524705 | Total |
| Program Services | 2662317 | ProgramServices |
| Management And General | 356974 | ManagementAndGeneral |
| Fundraising | 505414 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206302 | Total |
| Program Services | 151609 | ProgramServices |
| Management And General | 28903 | ManagementAndGeneral |
| Fundraising | 25790 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395448 | Total |
| Program Services | 289584 | ProgramServices |
| Management And General | 36641 | ManagementAndGeneral |
| Fundraising | 69223 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258762 | Total |
| Program Services | 189083 | ProgramServices |
| Management And General | 28090 | ManagementAndGeneral |
| Fundraising | 41589 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103 | Total |
| Program Services | 103 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63002 | Total |
| Program Services | 63002 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129698 | Total |
| Fundraising | 129698 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6670640 | Total |
| Program Services | 6518576 | ProgramServices |
| Management And General | 106750 | ManagementAndGeneral |
| Fundraising | 45314 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96534 | Total |
| Program Services | 90451 | ProgramServices |
| Management And General | 6083 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379677 | Total |
| Program Services | 221368 | ProgramServices |
| Management And General | 26319 | ManagementAndGeneral |
| Fundraising | 131990 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1103949 | Total |
| Program Services | 1100137 | ProgramServices |
| Management And General | 3225 | ManagementAndGeneral |
| Fundraising | 587 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29 | Total |
| Management And General | 29 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83638 | Total |
| Program Services | 57893 | ProgramServices |
| Management And General | 18746 | ManagementAndGeneral |
| Fundraising | 6999 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37769 | Total |
| Management And General | 37769 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| exhibit expenses | 2985165 | 2985165 | ||
| Equip Rental & Maint | 301096 | 162587 | 30543 | 107966 |
| other expense | 241392 | 194068 | 41177 | 6147 |
| participation/loan fees | 229358 | 229358 | ||
| ed programs/events | 206274 | 87158 | 2329 | 116787 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525903 | Total |
| Program Services | 520863 | ProgramServices |
| Fundraising | 5040 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17460244 | Total |
| Program Services | 15523322 | ProgramServices |
| Management And General | 744378 | ManagementAndGeneral |
| Fundraising | 1192544 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8313584 | BOY |
| EOY | 2538532 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7740270 | BOY |
| EOY | 9875786 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141018 | BOY |
| EOY | 181461 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159681 | BOY |
| EOY | 206581 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2187200 | BOY |
| EOY | 2109149 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1919054 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1004553 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 934437 | BOY |
| EOY | 914501 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6579796 | BOY |
| EOY | 9622069 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578016 | BOY |
| EOY | 564190 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26634002 | BOY |
| EOY | 26012269 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1512524 | BOY |
| EOY | 1535734 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1512524 | BOY |
| EOY | 1535734 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1838338 | BOY |
| EOY | 3228709 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17061789 | BOY |
| EOY | 14490148 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6221351 | BOY |
| EOY | 6757678 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25121478 | BOY |
| EOY | 24476535 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26634002 | BOY |
| EOY | 26012269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 7586430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5357234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14267031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7219105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14037581 | CurrentTaxYear |
| Total | 48467381 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7586430 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5357234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14267031 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7219105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14037581 | CurrentTaxYear |
| Total | 48467381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2173928 | AmountsSubstContributorsTotal |
| Public Support Total170 | 46293453 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 504969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 603005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 636141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 383736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 424969 | CurrentTaxYear |
| Total | 2552820 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 51020201 | TotalSupport |
| Gross Receipts From Admissions Etc | 14855212 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89460 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $30,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 30000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I-A, Line 1: | Organizations Direct and Indirect Political Campaign Activities: | The Museum uses a Public Affairs company that specializes in securing public sector funding for legacy projects. |
| Part II-B, Line 1i: | Explanation of Other Lobbying Activities: | The museum uses a Public Affairs company that specializes in securing public sector funding for legacy projects. |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6125623 | BeginningOfYearBalance |
| Contributions | 1114537 | Contributions |
| Investment Earnings Or Losses | 947799 | InvestmentEarningsOrLosses |
| Other Expenditures | 225000 | OtherExpenditures |
| End Of Year Balance | 7962959 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7088426 | BeginningOfYearBalance |
| Contributions | 23049 | Contributions |
| Investment Earnings Or Losses | -702315 | InvestmentEarningsOrLosses |
| Other Expenditures | 283537 | OtherExpenditures |
| End Of Year Balance | 6125623 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17360 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82640 | PermanentEndowmentEOYBalance |
| 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 | 1595105 | OtherCostOrOtherBasis |
| Depreciation | 855045 | Depreciation |
| Book Value | 740060 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 323949 | OtherCostOrOtherBasis |
| Depreciation | 149508 | Depreciation |
| Book Value | 174441 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 914501 | TotalOfBookValueLandBuildings |
| Total Revenue | 16098283 | TotalRevenue |
| Total Expenses | 17460244 | TotalExpenses |
| Excess Or Deficit For Year | -1361961 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 717018 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 717018 | TotalAdjustments |
| Excess Or Deficit Per FS | -644943 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16815301 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 717018 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 717018 | RevenueNotRptdF990 |
| Revenue Subtotal | 16098283 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16098283 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17460244 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17460244 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17460244 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The Museum's endowment funds consist of individual funds primarily established for the support of exhibitions, programs and acquisitions. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Foundation has evaluated its current tax positions and has concluded that as of June 30, 2010, 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 2005. For U.S. federal tax returns, the foundation is generally no longer subject to tax examination for years prior to 2006. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| IDC Ltd | ||||
| Telemarketing/Direct Mail Solicitation | 0 | 494000 | 108099 | 385901 |
| Marts & Lundy Inc | ||||
| Capital Campaign Advisor | 0 | 0 | 21599 | -21599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 494000 | TotalGrossReceipts |
| Total Retained By Contractors | 129698 | TotalRetainedByContractors |
| Total Net To Organization | 364302 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 22 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 506041 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The Museum upon occasion, uses auction houses to sell noncash contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | Before the Form 990 is filed it is reviewed by the Deputy Director, the Executive Director, and the Accounting Manager. 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 B, line 15a | The Development Director's compensation is reviewed by top management officials and members of the board, and a comparability study is done for comparable positions and pay. |
| Form 990, Part VI, Section C, line 19 | Available upon request |
| Form 990, Part XI, Line 2c: | The process has not changed from the prior year. |
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