2026-03-30T18:16:37-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 590910352 ORLANDO MUSEUM OF ART INC ORLA 4078964231 2416 N MILLS AVENUE ORLANDO FL 32803 RICHARD PENGELLY TREASURER 4078964231 2026-03-24 1 1 AMY CHAPMAN P00843460 4078021200 2026-03-24 2024 2025-03-06 01:10:19Z CATHRYN MATTSON 2416 N MILLS AVENUE ORLANDO FL 32803 5900287 0 1 X WWW.OMART.ORG X 1926 FL INSPIRE CREATIVITY, PASSION, INTELLECTUAL CURIOSITY BY CONNECTING PEOPLE WITH ART AND NEW IDEAS. 19 19 48 400 0 0 3276032 3051053 700328 814634 -71261 225520 133001 114086 4038100 4205293 0 0 0 0 1543378 1514389 0 0 287164 2706181 2771500 4249559 4285889 -211459 -80596 13721701 13687808 1155858 1049564 12565843 12638244 X THE MISSION OF THE ORLANDO MUSEUM OF ART IS TO INTERPRET AND PRESENT ART FOR A DIVERSE PUBLIC AUDIENCE; TO POSITIVELY AFFECT PEOPLE'S LIVES WITH INCLUSIVE, INNOVATIVE, AND INSPIRING EDUCATIONAL PROGRAMMING WHICH WILL ENDURE AS A CULTURAL LEGACY IN CENTRAL FLORIDA; AND TO STIMULATE CREATIVITY, PASSION, AND INTELLECTUAL CURIOSITY BY CONNECTING PEOPLE FROM ALL BACKGROUNDS AND EXPERIENCES WITH COMPELLING ART AND NEW IDEAS. 0 0 1906550 392770 EXHIBITIONS - THE OMA PRESENTED 5 TEMPORARY EXHIBITIONS AND 9 PERMANENT COLLECTION EXHIBITIONS AND DISPLAYS THEM IN A MANNER THAT ENHANCES THE UNDERSTANDING AND APPRECIATION OF ART. OMA ALSO HOLDS SEVERAL CONTINUOUS ART EXHIBITIONS TO ENHANCE THE MISSION. THE OMA ENGAGES TENS OF THOUSANDS OF VISITORS EACH YEAR AND OFFERS ONE FREE DAY PER MONTH. 781136 337715 EDUCATION PROGRAMS - THE OMA PRESENTS AWARD-WINNING ART ENRICHMENT PROGRAMS FOR CHILDREN, GALLERY TOURS, STUDIO CLASSES, AND OUTREACH SERVICES WHICH BENEFITED OVER 38,036 FLORIDA RESIDENTS AND VISITORS AT THE OMA AND THROUGH ITS OUTREACH SERVICES IN FISCAL YEAR 2023-2024. 186923 84149 MEMBER PROGRAMS - ART ENRICHMENT PROGRAMS ARE IMPLEMENTED BY THE STAFF AND VOLUNTEERS, MANY OF WHOM ARE PART OF ITS MEMBERSHIP. 11832 OTHER MISC INCOME AND LOSSES FROM OPERATION OF THE MUSEUM GIFT SHOP. 11832 2874609 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 140 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X X JOANN WALFISH 4078964231 2416 NORTH MILLS AVE ORLANDO FL 32803 NANCY WOLF CHAIR OF THE BOARD OF TRUSTEES 1.00 X X 0 0 0 MARK ELLIOTT IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 CHASE HEAVENER VICE CHAIR OF THE BOARD OF TRUSTEES 0.50 X X 0 0 0 DAISY STANISZKIS SECRETARY 0.50 X X 0 0 0 ANDREW SNYDER SECRETARY (THRU 8/24) 0.50 X X 0 0 0 RICHARD PENGELLY TREASURER 0.50 X X 0 0 0 AMELIA MCLEOD TRUSTEE 0.50 X 0 0 0 KATHY CARDWELL TRUSTEE 0.50 X 0 0 0 LANCE WALKER JR TRUSTEE 0.50 X 0 0 0 JACOB BAILES TRUSTEE 0.50 X 0 0 0 MICHAEL WINN TRUSTEE (THRU 10/24) 0.50 X 0 0 0 SHARON LINE CLARY TRUSTEE 0.50 X 0 0 0 MATHEW BEERS TRUSTEE 0.50 X 0 0 0 NELL ROBINSON GONZALEZ TRUSTEE 0.50 X 0 0 0 JEN O'MARA TRUSTEE 0.50 X 0 0 0 REBECCA RHODEN TRUSTEE 0.50 X 0 0 0 REGINA RABITALLE TRUSTEE 0.50 X 0 0 0 JOHN HALL TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 ALLISON HUDSON TRUSTEE (EX-OFFICIO) 2.00 X 0 0 0 GAYLEY LAUTERIA TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 MARY BETH BROWN TRUSTEE (EX-OFFICIO) 0.50 X 0 0 0 CATHRYN MATTSON DIRECTOR AND CEO 40.00 X 205709 0 0 205709 0 0 1 0 1 0 US SECURITY ASSOCIATES PO BOX 828854 PHILADELPHIA PA 19182 SECURITY STAFFING 343641 AKERMAN LLP PO BOX 4906 ORLANDO FL 32802 LEGAL SERVICES 295944 2 334536 114314 853016 182868 1566319 245663 3051053 ADMISSIONS 900099 392770 392770 EDUCATION 611600 337715 337715 PROGRAMS 713990 84149 84149 814634 207709 207709 364065 205900 158165 158165 158165 882463 864652 17811 17811 17811 277390 853016 333301 -55911 -55911 282915 291141 -8226 -8226 MISCELLANEOUS INCOME 900099 20058 20058 20058 4205293 826466 0 327774 215999 126848 81911 7240 1130677 664003 428775 37899 69011 36148 23004 9859 98702 59754 35502 3446 294703 294703 39160 39160 19403 19403 204682 179366 25316 197227 197227 11602 5512 4881 1209 629282 589001 26854 13427 52182 42423 8307 1452 28011 28011 336181 314662 14346 7173 79448 26381 53067 SECURITY GUARDS 277323 277323 PROGRAM EXPENSES 201063 201063 EVENTS AND RECEPTION 96548 96548 SUPPLIES AND MATERIALS 90821 73375 14248 3198 213864 81523 51944 80397 4285889 2874609 1124116 287164 2430229 3983599 80000 297500 42303 25225 31798 42366 120746 52047 18406357 12459422 6317564 5946935 3462203 3329746 1236858 10390 13721701 13687808 614171 540040 168933 208892 160524 123312 212230 177320 1155858 1049564 X 3617849 3162400 8947994 9475844 12565843 12638244 13721701 13687808 -80596 152997 0 X 0 1 X 1 0 X 2382177 3012799 2003421 3276032 3051053 13725482 637266 1285612 935168 887016 1097549 4842611 3019443 4298411 2938589 4163048 4148602 18568093 155865 23734 167261 177386 524246 0 155865 23734 167261 177386 524246 18043847 135845 373542 528975 500355 571774 2110491 135845 373542 528975 500355 571774 2110491 4398 3391 249733 270268 297448 825238 3159686 4675344 3717297 4933671 5017824 21503822 0.83910 0.85920 0.09810 0.09600 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,398. 2021 AMOUNT: $ 3,391. 2022 AMOUNT: $ 6,375. 2023 AMOUNT: $ 16,758. 2024 AMOUNT: $ 20,058. FUNDRAISING - 2022 AMOUNT: $ 243,358. 2023 AMOUNT: $ 253,510. 2024 AMOUNT: $ 277,390. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12310 X X X X 0 3462203 1100 296508 410662 19403 3329746 4008034 11130 343267 881455 18773 3462203 4543808 1000 266210 784261 18723 4008034 5264463 154500 -656311 192527 26317 4543808 4657859 5000 977429 351001 24824 5264463 0.06675 0.93325 0 0 2536638 2536638 13027013 10218004 2809009 439598 362436 77162 2390798 1878982 511816 12310 12310 5946935 LINE OF CREDIT 165655 OPERATING LEASE OBLIGATION 1218 FINANCE LEASE OBLIGATION 10447 177320 X 5441352 152997 272123 830342 1255462 4185890 19403 19403 4205293 5368951 272123 830342 1102465 4266486 19403 19403 4285889 PART III, LINE 1A: IN CONFORMITY WITH INDUSTRY PRACTICE, ART PURCHASED AND DONATED IS NOT RECORDED IN THE STATEMENT OF FINANCIAL POSITION. EVEN THOUGH NOT RECORDED, OMA'S COLLECTIONS REPRESENT ONE OF ITS MOST VALUABLE ASSETS. ITEMS ADDED TO OMA'S PERMANENT COLLECTIONS TOTALED $734,450 ADDED THROUGH DONATIONS DURING THE YEAR ENDED JUNE 30, 2025, BASED ON ESTIMATED FAIR VALUE AT THE DATE OF RECEIPT. NO ITEMS WERE DE-ACCESSIONED. ALL DONATED ART WAS ACCESSIONED INTO THE PERMANENT COLLECTION. THE COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, CARED FOR, AND NOT ENCUMBERED 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 COLLECTIONS. PART III, LINE 4: THE ORGANIZATION'S PERMANENT COLLECTION INCLUDES AMERICAN ART, ART OF THE ANCIENT AMERICAS, AND AFRICAN ART; THIS COLLECTION ADDRESSES THE OMA'S GOAL TO ACQUIRE UNIQUE, CULTURALLY DIVERSE AND INTERNATIONALLY RECOGNIZED COLLECTIONS TO FURTHER ITS EXEMPT PURPOSE AS AN EDUCATIONAL INSTITUTION. PART V, LINE 4: GENERATE EARNINGS TO FUND OPERATIONS. PART X, LINE 2: OMA IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. OMA'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. OMA IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. OMA IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 333,301. COST OF GOODS SOLD OF MUSEUM SHOP SALES 291,141. RENTAL EXPENSES 205,900. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 333,301. COST OF GOODS SOLD OF MUSEUM SHOP SALES 291,141. RENTAL EXPENSES 205,900. FESTIVAL OF TREES 857466 668999 188467 44384 6545 157028 ART IN BLOOM 177951 118178 59773 18526 6456 51300 2 94989 65839 29150 41741 7321 1130406 853016 277390 104651 13001 215649 333301 -55911 X 1 0 X 0 0 0 0 0 0 0 0 0 CATHRYN MATTSON DIRECTOR AND CEO 205709 0 0 0 0 0 0 0 0 0 205709 0 0 0 PART I, LINE 1A FIRST-CLASS AIRFARE WAS PROVIDED FOR THE DIRECTOR & CEO TO ATTEND THE AAM CONFERENCE, WHERE SHE LED A CEO ROUNDTABLE. PRIVACY AND SPACE WERE NEEDED TO PREPARE DURING THE LONG FLIGHT. THIS TRAVEL WAS APPROVED BY THE BOARD. X 113 0 X 19 30306 COMPARABLE SALES X AUCTION ITEMS 182 147937 COMPARABLE SALES X EVENT SUPPLIES, DECORATIONS, GIFT CARDS FOR RESALE 33 72550 COMPARABLE SALES 1 0 1 0 PART I LINE 1(B) A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, LINE 1G BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION, THE IMMEDIATE PAST CHAIR, CHAIRPERSONS OF STANDING COMMITTEES, AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE REVIEWS THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, WHEN SUCH ACTION IS NECESSARY AND IN THE BEST INTEREST OF THE CORPORATION (E.G., FOR THE FINANCIAL BENEFIT OF THE CORPORATION, TO ACHIEVE A BENEFIT FOR THE CORPORATION, TO AVOID A LOSS OR DISADVANTAGE TO THE CORPORATION, ETC.) THE EXECUTIVE COMMITTEE SHALL KEEP MINUTES OF ITS PROCEEDINGS. THE MINUTES OF MEETINGS WHERE ACTION WAS TAKEN BY THIS COMMITTEE - BETWEEN THE MEETINGS OF THE BOARD OF TRUSTEES - MUST BE TRANSMITTED TO THE BOARD OF TRUSTEES WITHIN 72 HOURS OF SUCH MEETINGS. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIVITIES TO THE BOARD OF TRUSTEES ON A REGULAR AND ONGOING BASIS. FORM 990, PART VI, SECTION A, LINE 6 DUES PAYING AT VARIOUS LEVELS OF MEMBERSHIP; MEMBERS VOTE ON WHO SERVES ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A ANYONE INTERESTED IN THE PRACTICE, ENJOYMENT AND PROMOTION OF THE VISUAL ARTS SHALL BE ELIGIBLE FOR MEMBERSHIP AND MAY BECOME A MEMBER UPON PAYMENT OF APPROPRIATE DUES. MEMBERS ELECT THE TRUSTEES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES IN THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS ARE PROVIDED A COPY WITH AMPLE REVIEW TIME PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST ARISES WHENEVER A TRUSTEE, COMMITTEE MEMBER, EMPLOYEE OR VOLUNTEER ENGAGES IN AN ACTIVITY IN WHICH HIS/HER PERSONAL GAIN OR PRIVATE INTERESTS COMPETE WITH THOSE OF THE ESTABLISHED PURPOSE OF THE OMA. A CONFLICT OF INTEREST CAN ARISE WHEN AN OMA TRUSTEE, EMPLOYEE OR VOLUNTEER USES HIS/HER POSITION, STATUS OR PREVILEGED "INSIDE INFORMATION" TO OBTAIN A COMPETITIVE ADVANTAGE OVER OTHERS, FOR PERSONAL GAIN, OR IN COMPETITION WITH THE OMA ITSELF. A TRUSTEE'S, EMPLOYEE'S OR VOLUNTEER'S ASSOCIATION WITH THE OMA MAY NOT BE USED AS A SPRINGBOARD FOR ADDITIONAL PERSONAL GAIN THAT WOULD NOT BE AVAILABLE EXCEPT FOR THE TRUSTEE'S, EMPLOYEE'S OR VOLUNEER'S CONNECTION WITH THE OMA. THE BOARD OF TRUSTEES WILL REVIEW, DETERMINE AND DECIDE ON ANY ISSUES OR QUESTIONS THAT MAY ARISE UNDER THE OMA'S CODE OF ETHICS INCLUDING MATTERS RELATING TO ANY CONFLICTS OF INTEREST. THE TRUSTEESHIP COMMITTEE WILL REPORT FROM TIME TO TIME TO THE BOARD OF TRUSTEES AS TO MATTERS BROUGHT BEFORE IT CONCERNING THIS CODE. IF ANY MATTER COMING BEFORE THE BOARD, ANY OTHER COMMITTEE, EMPLOYEE OR VOLUNTEER CONSTITUTES FOR ANY TRUSTEE, COMMITTEE MEMBER, EMPLOYEE OR VOLUNTEER A CONFLICT OF INTEREST, THE TRUSTEE, COMMITTEE MEMBER, EMPLOYEE OR VOLUNTEER SHALL IMMEDIATELY ADVISE THE FULL BOARD OR COMMITTEE OF SAID CONFLICT OF INTEREST AND SHALL ABSTAIN FROM VOTING ON SAID MATTER, IF APPLICABLE. UNLESS REQUESTED, SAID TRUSTEE, COMMITTEE MEMBER, EMPLOYEE OR VOLUNTEER SHALL NOT BE PRESENT FOR ANY DISCUSSION OR VOTING ON SAID MATTER. THE MINUTES OF SAID MEETING SHALL REFLECT SAID MATTTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.