MUSEUM OF CONTEMPORARY ART SAN DIEGO: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MUSEUM OF CONTEMPORARY ART SAN DIEGO (EIN 95-1855640)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349305450
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:30:19-05:00 | 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 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10616 Scripps Summit Court | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92131 | 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 | 951855640 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSEUM OF CONTEMPORARY ART SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MUSE | NameControl |
| Phone | 8584543541 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PROSPECT STREET | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 920374228 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles G Cochrane | Name |
| Title | Audit Chair | Title |
| Date Signed | 2011-04-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Willis | Name |
| Phone | 8587952000 | 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 | hugh m davies | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 prospect street | AddressLine1 |
| City | la jolla | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26325546 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MCASD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE ORGANIZATION IS TO SERVE DIVERSE AUDIENCES THROUGH THE EXHIBITION, INTERPRETATION, COLLECTION AND PRESERVATION OF ART CREATED SINCE 1950. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 130 | TotalNbrEmployees |
| Total Nbr Volunteers | 43 | TotalNbrVolunteers |
| Total Gross UBI | 57032 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -16221 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4527866 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5336834 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 757703 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 381880 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2812096 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1589156 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 296492 | OtherRevenuePriorYear |
| Other Revenue Current Year | -575118 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2769965 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6732752 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3650836 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3321520 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 329580 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5508619 | OtherExpensePriorYear |
| Other Expenses Current Year | 5015159 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9159455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8336679 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6389490 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1603927 | RevenuesLessExpensesCY |
| Total Assets BOY | 75889761 | TotalAssetsBOY |
| Total Assets EOY | 76622539 | TotalAssetsEOY |
| Total Liabilities BOY | 13293903 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12905956 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62595858 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63716583 | NetAssetsOrFundBalancesEOY |
| Mission Description | See Schedule O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 207170 | Expense |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 96224 | Expense |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 95746 | Expense |
| Revenue | 5000 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5635823 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 376880 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6034963 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 130 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | 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 | TRULETTE M CLAYES | NamePerson |
| Telephone Number | 8584543541 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PROSPECT STREET | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 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 |
|---|---|---|---|---|---|---|---|
| HUGH M DAVIES | |||||||
| CEO/Director | 40.0 | X | X | 406735 | 0 | 1849 | |
| Dr Peter C Farrell | |||||||
| PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| David C Copley | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| Maryanne C Pfister | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| Matthew Strauss | |||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 | |
| Faye H Russell | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| Barbara Bloom | |||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |
| LINNEA ARRINGTON | |||||||
| NOMINATING COMMITTEE CHAIR | 1.0 | X | 0 | 0 | 0 | ||
| Christopher Calkins | |||||||
| Compensation COMMITTEE CHAIR | 1.0 | X | 0 | 0 | 0 | ||
| David Guss | |||||||
| Audit COMMITTEE CHAIR | 1.0 | X | 0 | 0 | 0 | ||
| Barbara Arledge | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Melissa Bartell | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Dr Mary F Berglund | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Carolin Botzenhardt | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Charles Brandes | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Wendyce H Brody | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Nancy Browar | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Ronald L Busick | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Valerie Cooper | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Sue K Edwards | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Carolyn P Farris | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Pauline Foster | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Murray A Gribin | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Margaret Jackson | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Dr Paul Jacobs | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Leon Kassel | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Gail Knox | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Mary Keough Lyman | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Holly McGrath | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Marilyn Miles | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Robin Parsky | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Mason Phelps | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Dr Carol Randolph | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Colette Carson Royston | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Sheryl White | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| Charles E Castle | |||||||
| CFO, Deputy Director | 40.0 | X | 203506 | 0 | 1500 | ||
| Anne Farrell | |||||||
| Director External Affairs | 40.0 | 118997 | 0 | 1849 | X | ||
| Trulette M Clayes | |||||||
| Controller | 40.0 | 100750 | 0 | 250 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 829988 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5448 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 564357 | MembershipDues |
| Fundraising Events | 1791262 | FundraisingEvents |
| Government Grants | 501779 | GovernmentGrants |
| All Other Contributions | 2479436 | AllOtherContributions |
| Noncash Contributions | 1006039 | NoncashContributions |
| Total Contributions | 5336834 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL PROGRAMS | 713990 | 18040 | 18040 |
| ADMISSION FEES | 713990 | 184836 | 184836 |
| EXHIBITION FEES | 713990 | 150201 | 150201 |
| PUBLICATION SALES | 713990 | 28803 | 28803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 381880 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 729313 | TotalRevenueColumn |
| Exclusion | $729,313 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 581511 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 581511 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 581511 | TotalRevenueColumn |
| Unrelated Business Revenue | 10159 | UnrelatedBusinessRevenue |
| Exclusion | $571,352 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18885541 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18025698 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 859843 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 859843 | TotalRevenueColumn |
| Exclusion | $859,843 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23755 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1791262 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1177164 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1153409 | TotalRevenueColumn |
| Exclusion | -$1,153,409 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 386712 | GrossSalesOfInventory |
| Cost Of Goods Sold | 389932 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3220 | TotalRevenueColumn |
| Unrelated Business Revenue | 46873 | UnrelatedBusinessRevenue |
| Exclusion | -$50,093 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6732752 | TotalRevenueColumn |
| Related Or Exempt Function Income | 381880 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 57032 | UnrelatedBusinessRevenue |
| Exclusion | $957,006 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510952 | Total |
| Program Services | 204381 | ProgramServices |
| Management And General | 306571 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309173 | Total |
| Program Services | 1449518 | ProgramServices |
| Management And General | 708182 | ManagementAndGeneral |
| Fundraising | 151473 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94479 | Total |
| Program Services | 51932 | ProgramServices |
| Management And General | 36824 | ManagementAndGeneral |
| Fundraising | 5723 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224315 | Total |
| Program Services | 160368 | ProgramServices |
| Management And General | 27567 | ManagementAndGeneral |
| Fundraising | 36380 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182601 | Total |
| Program Services | 117772 | ProgramServices |
| Management And General | 52384 | ManagementAndGeneral |
| Fundraising | 12445 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2112 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2112 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59800 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 59800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188454 | Total |
| Program Services | 9790 | ProgramServices |
| Management And General | 178664 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447510 | Total |
| Program Services | 360287 | ProgramServices |
| Management And General | 57253 | ManagementAndGeneral |
| Fundraising | 29970 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204869 | Total |
| Program Services | 74275 | ProgramServices |
| Management And General | 124076 | ManagementAndGeneral |
| Fundraising | 6518 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204292 | Total |
| Program Services | 186881 | ProgramServices |
| Management And General | 10591 | ManagementAndGeneral |
| Fundraising | 6820 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104289 | Total |
| Program Services | 81819 | ProgramServices |
| Management And General | 20427 | ManagementAndGeneral |
| Fundraising | 2043 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255846 | Total |
| Program Services | 29092 | ProgramServices |
| Management And General | 226199 | ManagementAndGeneral |
| Fundraising | 555 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1117137 | Total |
| Program Services | 1089995 | ProgramServices |
| Management And General | 19612 | ManagementAndGeneral |
| Fundraising | 7530 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76380 | Total |
| Program Services | 64192 | ProgramServices |
| Management And General | 11858 | ManagementAndGeneral |
| Fundraising | 330 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACCESSIONS OF ART | 476180 | 476180 | 0 | 0 |
| EQUIPMENT RENT & MAINTENANCE | 308513 | 288446 | 20067 | 0 |
| BUILDING EXPENSES | 945291 | 915769 | 21330 | 8192 |
| EMPLOYEE SEARCH & TRAINING | 66804 | 24900 | 1864 | 40040 |
| POSTAGE & SHIPPING | 305535 | 287381 | 2826 | 15328 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252147 | Total |
| Program Services | 161985 | ProgramServices |
| Management And General | 83929 | ManagementAndGeneral |
| Fundraising | 6233 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8336679 | Total |
| Program Services | 6034963 | ProgramServices |
| Management And General | 1972136 | ManagementAndGeneral |
| Fundraising | 329580 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1077158 | BOY |
| EOY | 2175415 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17133 | BOY |
| EOY | 134986 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6023626 | BOY |
| EOY | 5041449 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61640 | BOY |
| EOY | 72621 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 970739 | BOY |
| EOY | 866985 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437848 | BOY |
| EOY | 398655 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225783 | BOY |
| EOY | 176509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 47487813 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10911534 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37557940 | BOY |
| EOY | 36576279 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29021605 | BOY |
| EOY | 30684981 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496289 | BOY |
| EOY | 494659 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75889761 | BOY |
| EOY | 76622539 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673736 | BOY |
| EOY | 951541 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600966 | BOY |
| EOY | 1724378 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10525000 | BOY |
| EOY | 9750000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494201 | BOY |
| EOY | 480037 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13293903 | BOY |
| EOY | 12905956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12425499 | BOY |
| EOY | 14301016 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10911977 | BOY |
| EOY | 10157185 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39258382 | BOY |
| EOY | 39258382 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62595858 | BOY |
| EOY | 63716583 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75889761 | BOY |
| EOY | 76622539 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 7394324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9053079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9653718 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4527866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5336834 | CurrentTaxYear |
| Total | 35965821 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7394324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9053079 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9653718 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4527866 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5336834 | CurrentTaxYear |
| Total | 35965821 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3772116 | AmountsSubstContributorsTotal |
| Public Support Total170 | 32193705 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1458217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1827240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1983513 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1629274 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1310824 | CurrentTaxYear |
| Total | 8209068 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74736 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 74736 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44249625 | TotalSupport |
| Gross Receipts From Admissions Etc | 4583309 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72755 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65828 | 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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25830758 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3656247 | InvestmentEarningsOrLosses |
| Other Expenditures | 1809720 | OtherExpenditures |
| End Of Year Balance | 27677285 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34102123 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5682588 | InvestmentEarningsOrLosses |
| Other Expenditures | 2588777 | OtherExpenditures |
| End Of Year Balance | 25830758 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.99950 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00050 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7466552 | OtherCostOrOtherBasis |
| Book Value | 7466552 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35359924 | OtherCostOrOtherBasis |
| Depreciation | 8655763 | Depreciation |
| Book Value | 26704161 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3043726 | OtherCostOrOtherBasis |
| Depreciation | 1166105 | Depreciation |
| Book Value | 1877621 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1617611 | OtherCostOrOtherBasis |
| Depreciation | 1089665 | Depreciation |
| Book Value | 527946 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 36576279 | TotalOfBookValueLandBuildings |
| Total Revenue | 6732752 | TotalRevenue |
| Total Expenses | 8336679 | TotalExpenses |
| Excess Or Deficit For Year | -1603927 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2724652 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2724652 | TotalAdjustments |
| Excess Or Deficit Per FS | 1120725 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11314106 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2724652 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 289606 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 3014258 | RevenueNotRptdF990 |
| Revenue Subtotal | 8299848 | RevenueSubtotal |
| Other Revenues Not Included | -1567096 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1567096 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6732752 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10193381 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 289606 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1567096 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1856702 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8336679 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8336679 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART III, LINE 1A | Identifier |
| Explanation | 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. SCHEDULE D, 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. SCHEDULE D, 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 PURCHASING POWER AND LONG-TERM GROWTH OF CAPITAL. SCHEDULE D, PART X, LINE 2 The organization ADOPTED THE PROVISIONS OF FIN 48, ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS, AS OF July 1, 2009. BASED ON THE ORGANIZATION'S IMPLEMENTATION OF FIN 48 THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE in THE AUDITED FINANCIAL STATEMEnts NOR WAS THERE A TAX LIABILITY RECORDED. SCHEDULE D, PART XII, LINE 4B COST OF GOODS SOLD <$ 389,932> SPECIAL EVENT EXPENSES <$ 1,177,164> ______________ <$ 1,567,096> SCHEDULE D, PART XIII, LINE 2D COST OF GOODS SOLD $ 389,932 SPECIAL EVENT EXPENSES $ 1,177,164 ______________ $ 1,567,096 | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Art Auction | NameOfEvent1 |
| Gross Receipts Event1 | 1261933 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1254413 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7520 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 5000 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 765929 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Monte Carlo | NameOfEvent2 |
| Gross Receipts Event2 | 553084 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 536849 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16235 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 5000 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 401235 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1815017 | GrossReceiptsTotal |
| Charitable Contributions Total | 1791262 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23755 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 10000 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1167164 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1177164 | DirectExpenseSummaryEvents |
| Net Income Summary | -1153409 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HUGH M DAVIES | |||||||||||||
| 320811 | 0 | 0 | 0 | 85924 | 0 | 0 | 0 | 1849 | 0 | 408584 | 0 | 0 | 0 |
| Charles E Castle | |||||||||||||
| 158025 | 0 | 0 | 0 | 45481 | 0 | 0 | 0 | 1500 | 0 | 205006 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 1A | Identifier |
| Explanation | The Director of the organization receives occasional spousal travel reimbursement and reimbursement for the care of minor 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allied Irish Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 132774656 | IssuerEIN |
| CUSIP Number | 797391YJ2 | CUSIPNumber |
| Date Issued | 2004-12-16 | DateIssued |
| Issue Price | 13000000 | IssuePrice |
| Description Of Purpose | Expansion Project | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 13000000 | TotalProceeds |
| Issuance Costs From Proceeds | 460124 | IssuanceCostsFromProceeds |
| Capital Expenditures | 12539876 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| HUGH M DAVIES | ||||||
| - MORTGAGE | X | $1,000,000 | 489283 | false | true | true |
| CHARLES E CASTLE | ||||||
| - MORTGAGE | X | $600,000 | 377702 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 866985 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 45 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 187129 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EXHIBiT ITEMS | 6 | 28290 | VALUED BY DONOR |
| X | AUCTION ITEMS | 80 | 785620 | VALUED BY DONOR |
| X | Membership | 1 | 5000 | Valued by Donor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE M, PART I, LINE 32B | Identifier |
| Explanation | THE ORGANIZATION HIRES A THIRD PARTY TO LIQUIDATE STOCK TRANSFERS. SCHEDULE M, 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 RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, PART III, LINE 1 | Identifier |
| Explanation | Mission: The Mission Of The Museum Of Contemporary Art San Diego Is To Serve Diverse Audiences Through The Exhibition, Interpretation, Collection, And Preservation Of Art Created Since 1950. Mandate: Mcasd Engages Regional, National, And International Audiences Including The Binational Constituency Of The San Diego/Tijuana Region. Vision: Mcasd Is 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. FORM 990, PART III, LINE 4A During the fiscal year ended June 30, 2010, the largest exhibition was "Tara Donovan", which was on view October 25, 2009 through February 28, 2010, at the Museum's downtown Joan and Irwin Jacobs Building and 1001 Kettner galleries; organized by the Institute of Contemporary Art/Boston, the exhibition was the first major museum survey of Tara Donovan's work. Donovan, a recipient of a John D. and Catherine T. MacArthur Foundation "genius" grant, creates sculptural installations that are based on the physical properties and capabilities of a single accumulated material. The artist uses prosaic items including electrical cable, adding machine paper, straight pins, paper plates, and toothpicks. These materials are arranged in a manner that sometimes mimics the organization of geological or biological forms. In addition to the works featured in the traveling exhibition, MCASD augmented the presentation with two works by Donovan from the Museum's permanent collection. "Tara Donovan" was a highly visited exhibition at MCASD, bringing a diverse audience, many of whom were non-members who were captivated by the artist's use of materials so familiar in their everyday experiences, yet made into stunningly beautiful artistic forms. FORM 990, PART III, LINE 4B During the fiscal year ended June 30, 2010, MCASD commissioned two emerging artists to create site specific works for the Jacobs building, downtown. The work by Ruben Ochoa and Laerke Lauta, were then featured in solo exhibitions that were on view from March 26 through June 20, 2010. Los Angeles-based artist Ruben Ochoa creates ambitious sculptural installations that radically intervene into the existing built environment using common construction materials in unusual ways. His sculpture, photography, and public interventions move beyond their formal references to civil engineering in order to critique the associations of architectural boundaries with class restrictions and cultural and ethnic margins. Lauta's video installations draw from a northern European tradition that ascribes romantic, spiritual, and enigmatic qualities to the natural landscape. Lauta's works are characterized by an undertone of unresolved suspense, the latent fear of a fatal event that is not directly revealed. FORM 990, PART III, LINE 4C The third major exhibition for the year ended June 30, 2010 was Automatic Cities: The Architectural Imaginary in Contemporary Art. This ambitious exhibition brought together the work of 13 individual artists (and one artists' collective) hailing from around the globe, and explored the myriad influences of architecture on contemporary art production. Presenting painting, sculpture, video, wall drawings, posters, and architectural interventions, the work in Automatic Cities discussed the architectural imaginary as it is comprised of images of sites and cities built and not yet built, rising from collective experience and imagination. A fully-illustrated catalogue was produced in conjunction with the exhibition featuring essays by MCASD Curator, Robin Clark and renowned scholar Giuliana Bruno of Harvard University. FORM 990, PART III, LINE 4D 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. FORM 990, PART VI, SECTION B, LINE 11A 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. It is the organization's intent to have a draft of the Form 990 ready for review by the Audit Committee no later than one month prior to the filing deadline. In conducting their review of the draft of the Form 990, it is preferred that the Audit Committee shall conduct a top-level or big-picture type of review. However, if the Audit Committee desires or deems it necessary to conduct a more detailed review of the Form 990, then they should contact the preparer of the Form 990 to request copies of the relevant detailed tax return workpapers which they would like to see. Once the Audit Committee has completed its initial review of the Form 990, a meeting or conference call will be scheduled with the preparer of the Form 990 (regardless of whether the Form 990 is externally or internally prepared) to discuss any questions, comments, and suggested revisions identified by the Audit Committee. The preparer of the Form 990 WILL make any revisions to the Form 990 as soon as feasibly possible to ensure that the Form 990 is filed with the Internal Revenue Service on a timely basis. All of the questions, comments, and suggested revisions set forth by the Audit Committee WILL be Documented, along with any responses from the preparer of the Form 990, if applicable. After the Form 990 has been reviewed by the Audit Committee and filed with the Internal Revenue Service, the Audit Committee will make a presentation at the next full Board of TRUSTEES' meeting to update the full Board regarding its review of the Form 990. At this meeting with the full Board of TRUSTEES, it is not required for the Audit Committee to review all individual questions, comments, and suggested revisions; a summary of their more important points will be sufficient. FOR THE CURRENT YEAR, THE FORM 990 WAS REVIEWED by the audit committee AND SIGNED BY THE AUDIT CHAIR. 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 15A AND 15B 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 competitiveness 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: o Tax Exemption Application (Form 1023) o Internal Revenue Service Determination Letter o Articles of Incorporation o By-Laws o Conflict of Interest Policy o Audited Financial Statements | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA JOLLA MUSEUM OF ART | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PROSPECT STREET | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951855640 | EIN |
| Primary Activity | MUSEUM | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCASD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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