2026-05-08T17:05:22-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR & CEO 5103188551 2026-05-06 1 1 KATY BROWN P00650274 9257902600 2026-05-06 2024 2025-03-06 01:10:19Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 40761297 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 36 36 127 159 -71093 0 10248713 13744469 1868182 1747043 3898127 1843519 63173 38366 16078195 17373397 0 0 0 0 11093905 11426157 0 50588 1792349 8509389 8875263 19603294 20352008 -3525099 -2978611 81832717 84358677 4400047 4759814 77432670 79598863 X THE MUSEUM'S MISSION IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLIC DIALOGUE, WE INSPIRE PEOPLE OF ALL AGES AND BACKGROUNDS TO THINK (CONT. ON SCH. O) CREATIVELY AND CRITICALLY ABOUT THE NATURAL, ARTISTIC, AND SOCIAL FORCES THAT CHARACTERIZE OUR STATE AND INFLUENCE ITS RELATIONSHIP TO THE WORLD. 0 0 13184814 980381 CORE GALLERIES AND SPECIAL EXHIBITIONS:IN TOTAL, THE MUSEUM SERVED 180,844 VISITORS THIS YEAR, AND A MEMBERSHIP OF NEARLY 8,000 HOUSEHOLDS. APPROXIMATELY 90% OF THE MUSEUM'S VISITORS ARE RESIDENTS OF THE SAN FRANCISCO BAY AREA, WITH 53% IDENTIFYING AS PEOPLE OF COLOR. 50% OF VISITORS EXPERIENCED OMCA AT A FREE OR DISCOUNTED RATE.THE MUSEUM HAS GALLERIES OF CALIFORNIA HISTORY, CALIFORNIA ART, AND CALIFORNIA NATURAL SCIENCES TO DISPLAY THE CORE COLLECTION, AS WELL AS TWO SPACES FOR TEMPORARY EXHIBITIONS. THE MUSEUM IS CONTINUALLY ROTATING OBJECTS IN ITS THREE CORE COLLECTIONS (CONT. ON SCH. O) GALLERIES AND TYPICALLY HOSTS TWO TO THREE TEMPORARY EXHIBITIONS PER YEAR. INTERDISCIPLINARY INTERPRETATION IS PROVIDED BY OBJECT AND THEMATIC LABELS, AUDIOVISUAL PRESENTATIONS, INTERACTIVE COMPUTER AND VIDEO TERMINALS, SELF-GUIDING BROCHURES, AND FACILITATED EXPERIENCES.IN FY25, OMCA DEVELOPED AND EXHIBITED CALLI: THE ART OF XICANX PEOPLES, WHICH OPENED ON JUNE 14, 2024 AND CLOSED JANUARY 26, 2025. THIS MAJOR EXHIBITION COMBINES PHOTOGRAPHY, SCULPTURE, PAINTING, INSTALLATION, POETRY, AND MORE TO COLLECTIVELY CONSTRUCT A CALLI, OR "XICANX HOME" THAT HOLDS THE SACRED STORIES OF XICANX PEOPLES FROM PAST TO PRESENT DAY. OMCA WORKED CLOSELY WITH SEVERAL CONTEMPORARY ARTISTS TO CREATE SITE-SPECIFIC INSTALLATIONS FOR THE EXHIBITION, INCLUDING CONSUELO JIMENEZ UNDERWOOD AND RAFA ESPARZA. THESE WORKS ARE PRESENTED ALONGSIDE POSTERS FROM THE COLLECTIONS OF LATE QUEER CHICANA ACTIVIST AND PROFESSOR MARGARET "MARGIE" TERRAZAS-SANTOS. OMCA ACQUIRED SANTOS' POSTER COLLECTION, TITLED CALLI AMERICAS, IN 2022. OMCA ALSO DEVELOPED AND EXHIBITED BORN OF THE BEAR DANCE: DUGAN AGUILAR'S PHOTOGRAPHS OF NATIVE CALIFORNIA, WHICH OPENED ON NOVEMBER 8, 2024 AND CLOSED ON JULY 13, 2025. INDIGENOUS PHOTOGRAPHER DUGAN AGUILAR'S POWERFUL PHOTOGRAPHY DOCUMENTS A RICH ARRAY OF INDIGENOUS EXPERIENCES FROM 1982 TO 2018, FROM BREATHTAKING CALIFORNIA LANDSCAPES TO NATIVE CALIFORNIAN GATHERINGS, CEREMONIES, AND BASKET WEAVING. AGUILAR'S EXTENSIVE PHOTOGRAPHIC ARCHIVE WAS GIFTED TO OMCA BY AGUILAR'S FAMILY IN 2022, AND THIS EXHIBITION WAS DRAWN FROM THESE ARCHIVES, WHICH SHOWCASE MOMENTS OF PROFOUND CULTURAL SIGNIFICANCE AND UNYIELDING VITALITY IN CONTEMPORARY INDIGENOUS CALIFORNIAN LIFE.OMCA UNDERTAKES EXTENSIVE VISITOR EVALUATION TO MEASURE THE IMPACT OF ITS PROGRAMMING ON BOTH INDIVIDUAL AUDIENCE MEMBERS AND ON THE COMMUNITY AT LARGE. WHEN SURVEYED, VISITORS RESPOND POSITIVELY BOTH TO THE MUSEUM'S IMPACT ON THEIR PERSONAL EXPERIENCE AS WELL AS THEIR SENSE OF SOCIAL COHESION WHILE VISITING. 1106874 619385 COLLECTIONS AND GROUNDS MANAGEMENT:THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) HAS LEASE AND GRANT AGREEMENTS IN PLACE WITH THE CITY OF OAKLAND TO CONSERVE, STEWARD, RESEARCH, AND PROVIDE SCHOLARLY AND INTERPRETIVE EXPERTISE IN SUPPORT OF THE CITY OF OAKLAND'S MUSEUM COLLECTIONS, WHICH MAKE UP THE TOTALITY OF THE MUSEUM'S COLLECTION, AND TO MANAGE AND MAINTAIN THE CITY'S HISTORIC BRUTALIST BUILDING AND GARDENS OVER SEVEN ACRES AT 1000 OAK STREET AND ITS COLLECTIONS WAREHOUSE IN OAKLAND, CALIFORNIA (COLLECTIVELY, THE MUSEUM). OMCA MAINTAINS THE BUILDING AND SEVEN ACRES OF GROUNDS AND GARDENS ON BEHALF OF THE CITY OF OAKLAND. THE MUSEUM'S TERRACED ROOF GARDENS AND CENTRAL COURTYARD, DESIGNED BY NOTED (CONT. ON SCH. O) LANDSCAPE ARCHITECT DAN KILEY, SERVE AS A VILLAGE GREEN FOR OAKLAND RESIDENTS AND VISITORS FROM THE BAY AREA AND BEYOND.THE MUSEUM'S COLLECTIONS ARE THE MOST COMPLETE RESOURCE ON CALIFORNIA'S NATURAL, ARTISTIC, AND SOCIAL HISTORY ANYWHERE IN THE STATE AND ARE HELD IN PUBLIC TRUST BY THE CITY OF OAKLAND FOR THE PUBLIC GOOD AS ONE OF THE CITY'S MOST VALUABLE ASSETS.THE MUSEUM'S COLLECTIONS OF NEARLY 2 MILLION OBJECTS ARE DEVOTED TO THE ART, HISTORY, AND NATURAL ENVIRONMENT OF CALIFORNIA. FOR THE ART COLLECTION, THE MUSEUM SEEKS WORKS THAT REFLECT THE DIVERSITY OF IDENTITIES IN CALIFORNIA AND THAT SPEAK TO THE EXPERIENCE OF UNDER-REPRESENTED PEOPLE SUCH AS WOMEN, PERSONS OF COLOR, PEOPLE WITH DISABILITIES, AND MEMBERS OF THE LGBTQ+ COMMUNITY. IN COLLECTING HISTORY ARTIFACTS, OMCA PLACES A HIGH PRIORITY ON ACQUISITIONS THAT FILL GAPS IN OUR ABILITY TO TELL THE STORIES OF DIVERSE PEOPLE AND CULTURES OF CALIFORNIA, THEIR IDENTITIES AND THE DYNAMICS OF POWER BETWEEN AND AMONG THEM, AND THAT ENSURE THE ABILITY OF TRADITIONALLY UNDERREPRESENTED GROUPS TO TELL THEIR OWN STORIES. OMCA MAINTAINS THE MUSEUM'S ACCREDITATION WITH THE AMERICAN ALLIANCE OF MUSEUMS (AAM) ON BEHALF OF THE CITY OF OAKLAND. OTHER PROGRAM ACTIVITIES THAT OMCA PERFORMS RELATED TO THE CITY OF OAKLAND'S COLLECTIONS INCLUDE: OVERSEE ACQUISITION, CATALOGING, STORAGE, RESEARCH, AND CARE FOR THE CITY OF OAKLAND'S MUSEUM COLLECTIONS MAKE THE CITY OF OAKLAND'S MUSEUM COLLECTIONS AVAILABLE THROUGH EXHIBITION, LOANS TO OTHER INSTITUTIONS, AND ONLINE PRESENTATION UNDERTAKE PRESERVATION AND CONSERVATION EFFECTS FOR THE CITY OF OAKLAND'S MUSEUM COLLECTIONS 1403994 165924 EDUCATIONAL AND COMMUNITY PROGRAMS:IN FY25, OMCA SERVED JUST OVER 23,000 STUDENTS, TEACHERS, AND CHAPERONES ONSITE, WITH AT LEAST 35% OF STUDENTS COMING FROM OAKLAND UNIFIED SCHOOL DISTRICT SCHOOLS AND 49% COMING FROM TITLE I SCHOOLS THAT SERVE LOW-INCOME FAMILIES. ADDITIONALLY, OMCA SERVED OVER 60,000 VISITORS THROUGH ITS PUBLIC PROGRAMS AND COMMUNITY FESTIVALS.SCHOOL PROGRAMS: THIS YEAR, OUR EDUCATION TEAM CREATED A NEW NATURAL SCIENCE GUIDE TO SUPPORT SELF-GUIDED GROUPS. THIS PRINTED GUIDE, AVAILABLE IN GALLERIES, ENCOURAGES STUDENTS TO ACT AS "SCIENCE SLEUTHS AND DISCOVER EXAMPLES OF PREDATOR AND PREY ANIMALS (CONT. ON SCH. O) THROUGHOUT THE GALLERY. OMCA ALSO INCREASED THE NUMBER OF BUS SCHOLARSHIP PROVIDED TO OUSD CLASSROOMS.PUBLIC PROGRAMMING: OMCA'S PUBLIC PROGRAMMING HELPS TO INCREASE THE MUSEUM'S SOCIAL IMPACT, PROVIDING VISITORS WITH A SENSE OF SOCIAL COHESION. OMCA'S ONSITE PROGRAMS AND EVENTS CELEBRATE CULTURAL TRADITIONS, LIFT UP PERSONAL STORIES, AND PROVIDE INTERDISCIPLINARY LEARNING. THIS YEAR THE MUSEUM HOSTED "THURSDAY AFTER HOURS AT OMCA" FROM JANUARY TO MARCH, WHICH OFFERS AN ADULT NIGHT OUT AT THE MUSEUM WITH GALLERY ACCESS, PERFORMANCES, AND LIVE DRAWING SESSIONS. ABOUT 1,800 GUESTS ATTENDED THIS EVENT. "FRIDAY NIGHTS AT OMCA WITH OFF THE GRID" EVENTS RUN FROM APRIL TO OCTOBER AND PROVIDE A MULTI-LAYERED, FAMILY-FRIENDLY PROGRAM PLATFORM. THIS PROGRAM DRIVES LARGE-SCALE ATTENDANCE AND ATTRACTS OMCA'S MOST RACIALLY DIVERSE AND YOUNGEST AUDIENCES, WELCOMING 52,000 ATTENDEES IN THE 2025 FISCAL YEAR. OMCA'S TWO ANNUAL CULTURAL FESTIVALS OCTOBER'S DAYS OF THE DEAD COMMUNITY FESTIVAL AND FEBRUARY'S LUNAR NEW YEAR FESTIVAL WELCOMED ABOUT 4,800 PARTICIPANTS COLLECTIVELY. ONCE A MONTH, OMCA HOSTS A COMMUNITY TALK SESSIONS, SPOTLIGHT SUNDAYS, INSPIRED BY OMCA EXHIBITIONS AND CURRENT EVENTS. 15695682 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 148 0 1 127 1 0 0 0 0 0 1 1 1 3 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LORI FOGARTY EXECUTIVE DIRECTOR & CEO 5103188551 1000 OAK STREET OAKLAND CA 94607 RAHSAAN THOMPSON BOARD CHAIR 3.00 X X 0 0 0 SEAN CHANG VICE CHAIR 3.00 X X 0 0 0 LANCE GYORFI VICE CHAIR 2.00 X X 0 0 0 DORINE STREETER VICE CHAIR 3.00 X X 0 0 0 MIKE ARMSTRONG TREASURER 3.00 X X 0 0 0 WARREN BRESLAU SECRETARY 2.00 X X 0 0 0 EILEEN ASH TRUSTEE 1.00 X 0 0 0 ABBEY BANKS TRUSTEE 3.00 X 0 0 0 SHANTI BRIEN TRUSTEE 1.00 X 0 0 0 JOSE CORONA TRUSTEE 2.00 X 0 0 0 VINCENT DAVIS TRUSTEE 1.00 X 0 0 0 KAREN FRANK TRUSTEE 2.00 X 0 0 0 MARGE HARVEY TRUSTEE 1.00 X 0 0 0 DOUG HESKE TRUSTEE 1.00 X 0 0 0 DARREN ISOM TRUSTEE 1.00 X 0 0 0 CHRIS JOHNSON TRUSTEE 3.00 X 0 0 0 CHRISTINA KOTHARI TRUSTEE 1.00 X 0 0 0 PERCY MCGEE TRUSTEE 1.00 X 0 0 0 ERIK MOORE TRUSTEE 1.00 X 0 0 0 KARINA MORENO TRUSTEE 1.00 X 0 0 0 JACK MORRIS TRUSTEE 1.00 X 0 0 0 TREVOR PARHAM TRUSTEE 1.00 X 0 0 0 PETER PERVERE TRUSTEE 1.00 X 0 0 0 MIKE ROSENBAUM TRUSTEE 1.00 X 0 0 0 BETH SAWI TRUSTEE 3.00 X 0 0 0 LEYLA SEKA TRUSTEE 1.00 X 0 0 0 MORGAN SIMON TRUSTEE 1.00 X 0 0 0 ERIC SULLIVAN TRUSTEE 1.00 X 0 0 0 VIVIAN TAN TRUSTEE 1.00 X 0 0 0 SYDNEY THOMAS TRUSTEE 1.00 X 0 0 0 JULAYNE VIRGIL TRUSTEE 1.00 X 0 0 0 DENA WATSON-LAMPREY TRUSTEE 1.00 X 0 0 0 LINDA WENDEL TRUSTEE 1.00 X 0 0 0 CHRISTINE WENTE VON METZSCH TRUSTEE 1.00 X 0 0 0 BROCK WILLIAMS TRUSTEE 1.00 X 0 0 0 DAVID YIN TRUSTEE 3.00 X 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 37.50 X 306018 0 18753 KIMBERLY O CARIM DEPUTY DIRECTOR & CFO 37.50 X 205831 0 15024 MAKEDA D BEST DEPUTY DIRECTOR, CURATORIAL AFFAIRS 37.50 X 194781 0 15737 KATHRYN L WAFLE SENIOR DIRECTOR, PHILANTHROPY 37.50 X 172530 0 6350 TALANCE D ORME SENIOR DIRECTOR, PEOPLE 37.50 X 153217 0 4658 MARY BONET SR. DIR., LEARNING, EXP, & PROGS. 37.50 X 153711 0 14259 DEREK V LEVOIT DIRECTOR, FACILITIES & SAFETY 37.50 X 138931 0 13835 L AUTUMN KING SR. DIR., MKTG, COMM. & VISITOR EXP. 37.50 X 138857 0 13419 MARGARET M MONAHAN DIRECTOR, CONTENT DEVELOPMENT 37.50 X 127153 0 13330 MEGAN L CALLAN DIRECTOR, COLLECTIONS 37.50 X 126441 0 13450 1717470 0 128815 18 0 1 0 MSR MECHANICAL LLC 4501 CALIFORNIA COURT BENICIA CA 94510 BUILDING SYSTEM SERVICES 1791026 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 1523317 GEORGE S HALL INC (GSH) 4 GATEHALL DR 2ND FL PARSIPPANY NJ 07054 ENGINEERING SERVICES 539221 MATRIX HG INC 115 MASON CIRCLE SUITE B CONCORD CA 94520 BUILDING SYSTEM SERVICES 420241 ABM JANITORIAL SERVICES - NORTHERN CALIF PO BOX 419860 BOSTON MA 022419860 JANITORIAL SERVICES 279156 10 780350 280139 3120732 9563248 253807 13744469 OTHER PROGRAM INCOME 900099 1091815 1091815 ADMISSIONS/CONTRACT FE 900099 655228 655228 1747043 2199818 -71093 2270911 18270 18270 132550 0 132550 132550 132550 22545994 22902293 -356299 -356299 -356299 13000 280139 144101 -131101 -131101 360153 341506 18647 18647 17373397 1765690 -71093 1934331 X 1154916 227383 745203 182330 8241527 5715769 1687853 837905 235316 162862 48709 23745 1051050 666930 265258 118862 743348 483090 178598 81660 88030 87400 630 111500 111500 30000 30000 50588 50588 129362 129362 4012226 1016760 2905328 90138 532395 468542 14250 49603 200919 67366 40733 92820 1000279 331589 660066 8624 1648313 884135 764178 103393 59404 42633 1356 152471 80494 16756 55221 226984 226984 147068 147068 EXHIBITION EXPENSES 207263 204682 2581 EQUIP. RENTAL & MAINT. 150647 17373 131890 1384 DUES, EDU., & TRAINING 125652 14487 108683 2482 FACILITIES ALLOCATION 0 5289954 -5482374 192420 8761 4862 3899 20352008 15695682 2863977 1792349 1038293 1298727 827678 1772499 3553437 4307201 942699 549614 9577400 9577400 118231 113488 310363 365933 7517993 3141272 4264850 4376721 56812907 57595473 3643566 4258520 743293 143101 81832717 84358677 4339271 4716682 47243 23866 13533 19266 4400047 4759814 X 41682167 44287636 35750503 35311227 77432670 79598863 81832717 84358677 -2978611 5144804 0 X 0 1 X 1 0 X 17942391 13759782 13757876 10248713 13743469 69452231 17942391 13759782 13757876 10248713 13743469 69452231 7524814 61927417 1396381 1657259 2298993 2420912 2421731 10195276 48567 48567 79696074 11216201 0.77700 0.77680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: TOWNSEND PUBLIC AFFAIRS PROVIDES ONGOING ADVOCACY AND PUBLIC SECTOR CONSULTING TO OMCA INCLUDING IDENTIFYING STATE AND FEDERAL GRANT OPPORTUNITIES, ASSISTING WITH PREPARATION OF STATE AND FEDERAL GRANTS, AND SUPPORTING THE MUSEUM'S CONTACT AND INFORMATION-SHARING WITH LOCAL, STATE, AND FEDERAL ELECTED OFFICIALS. THE FIRM ALSO RESEARCHES AND PROVIDES INFORMATION ON LEGISLATIVE ACTIVITIES THAT MIGHT IMPACT OMCA OR THE CULTURAL OR MUSEUM SECTOR. THERE ARE NO PUBLISHED MATERIALS ASSOCIATED WITH THE CONTRACT. X X X 0 56265537 316296 6978137 3215827 60344143 51459253 806786 6907661 2908163 56265537 47482340 712103 5927609 2662799 51459253 55096698 1102933 -6104812 2612479 47482340 40830974 4199089 12387797 2321162 55096698 0.54300 0.31300 0.14400 1 0 5873105 1967169 3905936 1379713 1100853 278860 265175 73250 191925 4376721 LIMITED PARTNERSHIPS 2453295 F POOLED INCOME FUND 5225 F LIFE ESTATE REMAINDER AGREEMENT 1800000 F 4258520 CUSTOMER DEPOSITS 9166 SECURITY DEPOSITS 10100 19266 X PART III, LINE 4: THE COLLECTIONS THAT ARE HOUSED AT OMCA BELONG TO THE CITY OF OAKLAND, WHICH PROVIDES FUNDING TO SUPPORT THE CONTINUED CARE, CONSERVATION, AND DISPLAY OF THE ART AND ARTIFACTS. OMCA'S RESPONSIBILITY IS TO CARE FOR, CONSERVE, DISPLAY, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETATIVE EXPERTISE IN SUPPORT OF THE MUSEUM'S COLLECTIONS AS WELL AS CARRY OUT PROGRAM ACTIVITIES. PART V, LINE 4: THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. PART X, LINE 2: OMCA HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD INDICATING QUALIFICATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. ACCORDINGLY, THE PRIMARY OPERATIONS OF OMCA ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. OMCA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. OMCA FILES U.S. FEDERAL, AND U.S. STATE RETURNS. FOR U.S. STATE RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2022. X X X X X X X 1 LAMARCA HEINRICH STRATEGIC CONSULTING LLC 1441 HAWTHORNE TERRACE BERKELEY CA 94708 SOLICITATION CONSULTING 0 0 30788 0 MARTS & LUNDY 160 CHUBB AVE SUITE 303 LYNDHURST NJ 07071 SOLICITATION CONSULTING 0 0 19800 0 50588 AL CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NY NC ND OK OR PA RI SC TN UT WA WV WI GATHERING IN THE GARDEN 293139 280139 13000 80743 30000 33358 293139 280139 13000 80743 30000 33358 144101 -131101 X X X X 0 0 0 0 0 0 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 306018 0 0 0 0 0 9794 0 8959 0 324771 0 0 0 KIMBERLY O CARIM DEPUTY DIRECTOR & CFO 205831 0 0 0 0 0 6200 0 8824 0 220855 0 0 0 MAKEDA D BEST DEPUTY DIRECTOR, CURATORIAL AFFAIRS 194781 0 0 0 0 0 6200 0 9537 0 210518 0 0 0 KATHRYN L WAFLE SENIOR DIRECTOR, PHILANTHROPY 172530 0 0 0 0 0 5126 0 1224 0 178880 0 0 0 MARY BONET SR. DIR., LEARNING, EXP, & PROGS. 153711 0 0 0 0 0 4658 0 9601 0 167970 0 0 0 TALANCE D ORME SENIOR DIRECTOR, PEOPLE 153217 0 0 0 0 0 4658 0 0 0 157875 0 0 0 DEREK V LEVOIT DIRECTOR, FACILITIES & SAFETY 138931 0 0 0 0 0 4234 0 9601 0 152766 0 0 0 L AUTUMN KING SR. DIR., MKTG, COMM. & VISITOR EXP. 138857 0 0 0 0 0 4460 0 8959 0 152276 0 0 0 X 8 251527 PUBLICLY TRADED EXCHANGE X FOOD & BEVERAGE 1 2280 FAIR MARKET VALUE 3 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CFO, AND KEY MEMBERS OF THE FINANCE COMMITTEE. 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 ("BOARD") IS RESPONSIBLE FOR ENSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY THAT 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 15 THE BOARD OF TRUSTEES DOES A COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES USING COMPARABLE DATA. THIS PROCESS TOOK PLACE IN JULY 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THEY ARE REQUESTED. FORM 990, PART IX, LINE 11G BUILDING MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 1,016,760. MANAGEMENT AND GENERAL EXPENSES 2,905,328. FUNDRAISING EXPENSES 90,138. TOTAL EXPENSES 4,012,226. OMCA TOWN SQUARE INC 1000 OAK STREET OAKLAND CA 94607 844279623 QALICB CA 501(C)(3) LINE 7 OAKLAND MUSEUM OF CALIFORNIA 1 OMCA ENTERPRISE LLC 1000 OAK STREET OAKLAND CA 94607 852108607 HOLDING COMPANY CA OAKLAND MUSEUM OF CALIFORNIA RELATED 0 1 0.95000 CHARITABLE REMAINDER TRUST INVESTMENTS CA N/A T 0 POOLED INCOME FUND INVESTMENTS CA N/A T 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 OMCA TOWN SQUARE INC K 775222 CASH VALUE