2011-05-06T18:08:03-05:00 2010-06-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2009-07-01 956132185 LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUNDATION LOSA 2137633442 900 EXPOSITION BLVD LOS ANGELES CA 900074057 LINDA ROSS 2137633442 2011-04-26 1 Lior Temkin 3104773924 2011-04-19 2009 2016-02-24 21:20:13Z LINDA ROSS 900 EXPOSITION BLVD LOS ANGELES CA 900074057 85655031 0 X WWW.NHM.ORG X 1965 CA The Los Angeles County Museum of Natural History Foundation (the "Foundation"), a California nonprofit corporation, was incorporated in 1965 for the purpose of providing financial and other support to the Los Angeles County Museum of Natural History (the "Museum"). The County of Los Angeles (the "County"), through its Department of Museum of Natural History (the "Department"), operates and maintains the Museum. The Foundation supports and assists in the maintenance and development of the Museum's educational, scientific and cultural programs and services, and in the expansion of its collections, as well as providing personnel to augment the Museum's staff. The Foundation is governed by a Board of Trustees. 38 37 305 503 0 0 11790137 12252708 12711007 12719852 36988323 22653918 477521 457192 61966988 48083670 0 0 12272255 13801621 0 4017309 12038461 12486639 24310716 26288260 37656272 21795410 230553380 244339987 108193512 115180204 122359868 129159783 The mission of the Museum is to inspire wonder, discovery and responsibility for our natural and cultural worlds. This is accomplished through permanent and traveling exhibits, public programming and educational and research programs. 0 0 18396818 12719852 THE FOUNDATION PROVIDES EDUCATIONAL, PUBLIC PROGRAMMING, PERMANENT & TEMPORARY EXHIBITS, & RESEARCH ACTIVITIES AT THE MUSEUM WITH A MISSION TO INSPIRE WONDER, DISCOVERY & RESPONSIBILITY FOR OUR NATURAL & CULTURAL WORLDS. 18396818 1 1 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 161 0 1 305 1 0 0 0 0 0 1 1 0 0 0 38 37 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X X LINDA ROSS 2137633442 900 EXPOSITION BLVD LOS ANGELES CA 900074057 WALLIS ANNENBERG 1.00 X 0 0 0 ANISSA BALSON 1.00 X 0 0 0 CARLOS BARRON 1.00 X 0 0 0 ARUN BHUMITRA 1.00 X 0 0 0 LYNN W BRENGEL 1.00 X 0 0 0 NEAL H BROCKMEYER 1.00 X 0 0 0 FIONA CHALOM 1.00 X 0 0 0 HOWARD E CHAMBERS 1.00 X 0 0 0 VICTORIA E COOK CHAPUS 1.00 X 0 0 0 DR MARK W DUNDEE 1.00 X 0 0 0 SHANNON FAULK 1.00 X 0 0 0 MICHAEL J FOURTICQ 1.00 X 0 0 0 DAVID GLICKMAN 1.00 X 0 0 0 STANLEY GOLD 1.00 X 0 0 0 SARAH MEEKER JENSEN 1.00 X 0 0 0 CURTIS C JUNG 1.00 X 0 0 0 ROGER KOZBERG 1.00 X 0 0 0 ELAINE KRAMER 1.00 X 0 0 0 MRS KENNETH LEVENTHAL 1.00 X 0 0 0 PATRICIA LOMBARD 1.00 X 0 0 0 DIANE NAEGELE 1.00 X 0 0 0 JAMES OLSON 1.00 X 0 0 0 KI SUH PARK 1.00 X 0 0 0 JOAN PAYDEN 1.00 X 0 0 0 RON PEARSON 1.00 X 0 0 0 MRS THOMAS REDDIN 1.00 X 0 0 0 DR MADISON F RICHARDSON 1.00 X 0 0 0 EDWARD P ROSKI JR 1.00 X 0 0 0 SIMON WEN SHAO 1.00 X 0 0 0 ROBERT SIMONDS 1.00 X 0 0 0 SHELDON STONE 1.00 X 0 0 0 NICHOLAS H STONNINGTON 1.00 X 0 0 0 DR RICHARD SUN 1.00 X 0 0 0 PAUL G HAAGA JR 1.00 X X 0 0 0 DR JANE PISANO 40.00 X X 187704 145100 39146 RICHARD K ROEDER 1.00 X X 0 0 0 KEVIN SHARER 1.00 X X 0 0 0 RICHARD S VOLPERT 1.00 X X 0 0 0 JAMES GILSON 40.00 X 154706 0 22042 LINDA ROSS 40.00 X 197647 0 7353 SIMON ADLAM 40.00 X 159044 0 5757 Jonathon Evans 40.00 X 151096 0 8904 JURAL GARRETT 40.00 X 32272 150585 36568 TOM JACOBSON 40.00 X 173447 0 12211 LEONARD NAVARRO 40.00 X 42731 136748 23778 KAREN WISE 40.00 X 212470 0 17491 Margaret Hardin 40.00 X 104827 0 15241 Joel Martin 40.00 X 120589 0 8699 Micah Mullens 40.00 X 100329 0 7821 Cynthia Wornham 40.00 X 128350 0 8075 Carl Selkin 40.00 X 207793 0 9683 1973005 432433 222769 12 1 1 0 MATT CONSTRUCTION CORPORATION 9814 NORWALK BLVD 100 Santa Fe Springs CA 90670 CONSTRUCTION 9262997 PHIL FRALEY PRODUCTIONS INC 926 CASTLE POINT STUDIO Hoboken NJ 07030 EXHIBIT DESIGN & INSTALLATION 1504176 CO ARCHITECTS 5055 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90036 ARCHITECHTURAL DESIGN 1464649 CORDELL CORPORATION PO BOX 1347 Nevada City CA 95959 PROJECT MANAGEMENT SERVICES 875500 INTER-CON SECURITY SYSTEMS INC 210 SOUTH DE LACEY AVENUE Pasadena CA 91105 SECURITY SERVICES 844239 35 1922937 2286652 8043119 1142588 12252708 LA COUNTY SUPPORT 900099 9179723 9179723 museum admission fees 900099 2693210 2693210 PROGRAM INCOME 900099 590117 590117 MUSEUM USE & SERVICES 900099 256802 256802 12719852 2137278 2137278 58088001 37571361 20516640 20516640 20516640 SHOP COMMISSION 900099 416912 416912 OTHER Revenue 900099 40280 40280 457192 48083670 12719852 0 23111110 1524273 953699 155321 415253 9753350 7660033 788094 1305223 356518 272421 29180 54917 1276548 975432 104481 196635 890932 680776 72920 137236 173102 99809 27610 45683 65579 37812 10460 17307 72063 72063 131501 131501 1316599 876508 38904 401187 559183 444943 82138 32102 134292 101182 11553 21557 155416 147251 491 7674 70867 54859 3657 12351 2532355 1494089 1038266 174942 116941 42677 15324 PROTECTIVE & CUSTODIAL 1655299 978195 504961 172143 BANK SERVICE FEES 1010055 567133 316288 126634 REPAIRS & MAINTENANCE 903947 647841 122483 133623 Printing & photography 710040 312239 45545 352256 BAD DEBT EXPENSE 636540 636540 2184859 1339115 275540 570204 26288260 18396818 3874133 4017309 22800 22800 30914268 10826529 3034696 6159722 478421 300010 1140102 1078031 99103655 31442323 44435283 67661332 81429103 106054200 69098707 52237363 230553380 244339987 6246515 8557951 253029 552191 89790000 89790000 11903968 16280062 108193512 115180204 X 99354768 111398954 20140954 14896683 2864146 2864146 122359868 129159783 230553380 244339987 X 0 1 1 X 0 X 7594949 28102177 20858788 11790137 12252708 80598759 9262666 9583905 11707673 12711007 12719852 55985103 16857615 37686082 32566461 24501144 24972560 136583862 1059990 1943485 3507986 2928763 1629746 11069970 170726 447803 1125000 358517 870650 2972696 1230716 2391288 4632986 3287280 2500396 14042666 122541196 409212 679648 1435672 901662 2137278 5563472 409212 679648 1435672 901662 2137278 5563472 457564 771933 550102 477521 457192 2714312 17724391 39137663 34552235 25880327 27567030 144861646 0.84590 0.85360 0.03840 0.02690 X Schedule A, Part II, Line 12, Explanation of Other Income: OTHER Revenue SHOP COMMISSION MUSEUM CATALOG & OTHER LENDING COLLECTION RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72063 72063 26216197 26288260 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 78299 72412 66289 72063 289063 250000 250000 250000 250000 1000000 1500000 X X X X 0 80877359 17050000 11938054 7948797 101916616 112884621 875000 -29250242 3632020 80877359 0.94920 0.02810 0.02270 0 0 21716570 20658533 1058037 10044812 9019009 1025803 67342273 1764781 65577492 67661332 CASH WITH FISCAL AGENT 52237363 52237363 INTEREST RATE SWAP AGREEMENT 16280062 16280062 48083670 26288260 21795410 -10649002 -4346493 -14995495 6799915 33088175 -10649002 -4346493 -14995495 48083670 0 48083670 26288260 0 26288260 0 26288260 Part III, Line 1a: The Foundation's collections are comprised of artifacts of historical significance, scientific specimens and art objects that are held for educational, research, scientific and curatorial purposes. Each of the items is catalogued, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sales to be used to acquire other items for the collections. Part III, Line 4: The Foundation's collections are comprised of artifacts of historical significance, scientific specimens and art objects that are held for educational, research, scientific and curatorial purposes. Each of the items is catalogued, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sales to be used to acquire other items for the collections. Part V, Line 4: Description of Intended Use of Endowment Funds: THE EARNINGS OF THE MUSEUM'S ENDOWMENT FUNDS SUPPORT EDUCATION, PROGRAMS, AND THE MISSION OF THE MUSEUM. Part X: Description of Uncertain Tax Positions Under FIN 48: In accordance with FASB Accounting Standards Codification Topic No" 740, "Uncertainty in Income Taxes" ("ASC 740") (formerly FASB Interpretation No. 48 ("FIN 48"), "Accounting for Uncertainty in Income Taxes - an interpretation of FASB Statement 109"), the Foundation recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. To date, the Foundation has not recorded any uncertain tax positions. The Foundation recognizes potential accrued interest and penalties related to uncertain tax positions in income tax expense. During the years ended June 30, 2010 and 2009, respectively, the Foundation performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which might have an effect on its tax-exempt status. Part XI, Line 8 - Other Adjustments: UNREALIZED LOSS ON INTEREST RATE SWAPS: -4376094. CHANGE IN VALUE OF OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS: 29601. Part XII, Line 2d - Other Adjustments: UNREALIZED LOSS ON INTEREST RATE SWAPS: -4376094. CHANGE IN VALUE OF OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS: 29601. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 DR JANE PISANO 187704 145100 0 0 0 0 9879 16077 0 13190 197583 174367 0 0 JAMES GILSON 154706 0 0 0 0 0 21500 0 542 0 176748 0 0 0 LINDA ROSS 197647 0 0 0 0 0 5552 0 1801 0 205000 0 0 0 SIMON ADLAM 159044 0 0 0 0 0 0 0 5757 0 164801 0 0 0 Jonathon Evans 151096 0 0 0 0 0 0 0 8904 0 160000 0 0 0 JURAL GARRETT 32272 150585 0 0 0 0 1698 13365 0 21505 33970 185455 0 0 TOM JACOBSON 173447 0 0 0 0 0 10723 0 1488 0 185658 0 0 0 LEONARD NAVARRO 42731 136748 0 0 0 0 3228 6873 154 13523 46113 157144 0 0 KAREN WISE 212470 0 0 0 0 0 11498 0 5993 0 229961 0 0 0 Carl Selkin 207793 0 0 0 0 0 9374 0 309 0 217476 0 0 0 Part I, Line 4a PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION. California Infrastracture and Economic Development Bank 630304653 13033WK28 2008-04-29 44895000 Acquisition, rehabilitation, renovation, construction & improvement 0 1 California Infrastracture and Economic Development Bank 630304653 13033wk36 2008-04-29 44895000 acquisition, rehabilitation, renovation, construction & improvement 0 1 49806161 26118682 414838 17084677 2012 1 0 0 1 49806161 26118682 414838 17084677 2012 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 JP MORGAN 29.000000000000 1 Hypo Public Finance Bank 4.000000000000 1 0 0 0 1 1 JP MORGAN 29.000000000000 1 Hypo Public Finance Bank 4.000000000000 1 0 0 X 5 1142588 fmv 0 1 0 Form 990, Part VI, Section A, line 4 During the fiscal year, the organization made the following change to the bylaws: The Board may waive the prohibition on service of the President of the Board for more than three successive one-year terms by a majority vote of Trustees in attendance and voting thereon. Form 990, Part VI, Section B, line 11 The informational return is prepared by outside accountants and is reviewed by the audit committee. Once approved by the audit committee, the return is then made available for the rest of the board prior to electronic filing. Form 990, Part VI, Section B, line 12c ANNUALLY, THE ORGANIZATION REQUIRES THE OFFICERS/TRUSTEES TO INFORM IT OF ANY CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD BASED ON PUBLISHED SALARY SURVEYS OF THE LOCAL MARKETPLACE, MUSEUMS, NATIONAL SALARY DATABASE, THE CALIFORNIA NONPROFIT SALARY SURVEY AND MUSEUM INTERNAL INFORMATION. COMPENSATION OF THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION ARE SET BY THE CEO BASED ON THE PUBLISHED SALARY SURVEYS PRODUCED BY THE CENTER FOR NONPROFIT MANAGEMENT/ SOUTHERN CALIFORNIA AND THE DATA FOR ORGANIZATIONS OF SIMILAR EMPLOYEE SIZE AND/ OR BUDGET SIZE. Form 990, Part VI, Section C, line 18 ALL INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC either through www.nhm.org or WWW.GUIDESTAR.ORG. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy, informational returns and financial statements are available to the public upon request. Informational returns and financial statements are available on the organization's website. FORM 990, PART XI, LINE 2C: SINCE THE FILING OF PRIOR YEAR 2008 TAX RETURN, THERE HAVE BEEN NO CHANGES TO THE AUDIT OVERSIGHT AND SELECTION PROCESS. Form 990, Part VI, Section B, Line 14: WRITTEN DOCUMENT RETENTION & DESTRUCTION POLICY: The organization adopted the document retention and destruction policy on 12/31/2010, after the 6/30/2010 fiscal year.