SAN JOSE MUSEUM OF ART ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAN JOSE MUSEUM OF ART ASSOCIATION (EIN 23-7062028)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-04
- IRS object ID
- 202430959349301413
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T13:48:49-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237062028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE MUSEUM OF ART ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANJ | BusinessNameControlTxt |
| Phone | 4082716840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SAYRE BATTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082716840 | PhoneNum |
| Signature | 2024-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | SAYRE BATTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN SAYRE BATTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,723,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJMUSART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | NURTURE EMPATHY AND CONNECTION BY ENGAGING COMMUNITIES WITH SOCIALLY RELEVANT CONTEMPORARY ART | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Total Volunteers | 191 | TotalVolunteersCnt |
| Total Gross UBI | $58,649 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,267,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,003,408 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $278,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $279,703 | CYProgramServiceRevenueAmt |
| PY Investment Income | $568,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,194,978 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$376,554 | PYOtherRevenueAmt |
| CY Other Revenue | -$613,995 | CYOtherRevenueAmt |
| PY Total Revenue | $5,738,899 | PYTotalRevenueAmt |
| CY Total Revenue | $5,864,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,164,810 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,554,281 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $679,225 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,215,822 | PYOtherExpensesAmt |
| CY Other Expenses | $2,581,077 | CYOtherExpensesAmt |
| PY Total Expenses | $5,380,632 | PYTotalExpensesAmt |
| CY Total Expenses | $6,135,358 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $358,267 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$271,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,287,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,173,683 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $491,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $588,922 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,795,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,584,761 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,275,115 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $217,324 | RevenueAmt |
| Desc | EXHIBITIONS:A DOWNTOWN ANCHOR INSTITUTION, THE SAN JOSE MUSEUM OF ART (SJMA) IS THE PREMIER MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. ITS DYNAMIC PROGRAM, WHICH BALANCES SOCIALLY RELEVANT TRAVELING EXHIBITIONS WITH CRITICALLY ENGAGING SHOWS DRAWN FROM A COLLECTION OF 2,700+ WORKS, RESONATES WITH DEFINING CHARACTERISTICS OF SAN JOSE AND THE SILICON VALLEY FROM ITS RICH DIVERSITY TO ITS HALLMARK INNOVATIVE ETHOS.(SEE SCHEDULE O FOR CONTINUATION) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,275,116 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,980 | RevenueAmt |
| Desc | EDUCATION AND PROGRAMS:SJMA'S EXTENSIVE ON AND OFF-SITE EDUCATION PROGRAMS FILL MULTIPLE GAPS IN LOCAL K-12 ARTS EDUCATION ON-SITE AND VIRTUAL PROGRAMS INCLUDE A ROBUST MUSEUM FIELD TRIP PROGRAM; FAMILY PROGRAMMING, INCLUDING THREE FREE COMMUNITY DAYS THAT ATTRACT OVER 2,500 PEOPLE ANNUALLY; AND A POPULAR KIDS SUMMER ART CAMP INSPIRED BY EXHIBITIONS ON VIEW. 1-WEEK SUMMER CAMP SCHOLARSHIPS ARE OFFERED TO AT-RISK CHILDREN AND YOUTH BASED IN SAN JOSE SCHOOLS.(SEE SCHEDULE O FOR CONTINUATION) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,997 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $84,625 | RevenueAmt |
| Desc | MUSEUM STORE:THE MUSEUM STORE IS LOCATED OFF THE MAIN LOBBY OF SJMA AND ONLINE AT HTTPS://SJMA-ONLINE-STORE.MYSHOPIFY.COM/. THIS ACTIVE GIFT SHOP CARRIES MISSION-RELATED PRODUCTS THAT ARE EDUCATIONAL, FOSTER CREATIVITY AND ENCOURAGE DEEPER KNOWLEDGE OF ART AND CULTURE. THE MUSEUM STORE ALSO FEATURES CUSTOM PRODUCTS BY AREA ARTISTS AND CRAFTSMEN AS WELL AS MERCHANDISE RELEVANT TO EACH CURRENT SEASON OF EXHIBITIONS. THE STORE IS STAFFED BY MUSEUM EMPLOYEES AS WELL AS AN ACTIVE CONTINGENT OF LONGTIME VOLUNTEERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,712,228 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 85 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN SPANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082716840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GLENDA DORCHAK | |||||||
| CO-PRESIDENT | 0.37 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAMMY KIELY | |||||||
| CO-PRESIDENT | 0.66 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORRI KERSHNER | |||||||
| CO-VICE PRESIDENT | 0.68 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WANDA KOWNACKI | |||||||
| CO-VICE PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CORNELIA PENDLETON | |||||||
| SECRETARY | 0.52 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HILDY SHANDELL | |||||||
| TREASURER | 0.47 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NADIA AHMAD | |||||||
| TRUSTEE | 0.21 | Yes (X) | $0 | $0 | $0 | ||
| PETER CROSS | |||||||
| TRUSTEE | 0.36 | Yes (X) | $0 | $0 | $0 | ||
| ANNEKE DURY | |||||||
| TRUSTEE | 0.39 | Yes (X) | $0 | $0 | $0 | ||
| BILL FAULKNER | |||||||
| TRUSTEE | 0.44 | Yes (X) | $0 | $0 | $0 | ||
| TOBY FERNALD | |||||||
| TRUSTEE | 0.35 | Yes (X) | $0 | $0 | $0 | ||
| TAD FREESE | |||||||
| TRUSTEE | 0.31 | Yes (X) | $0 | $0 | $0 | ||
| CHANDRA GNANASAMBANDAM | |||||||
| TRUSTEE | 0.09 | Yes (X) | $0 | $0 | $0 | ||
| COLE HARRELL | |||||||
| TRUSTEE | 0.26 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIA W HESS | |||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KARP | |||||||
| TRUSTEE | 0.31 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL LE | |||||||
| TRUSTEE | 0.12 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY LIN | |||||||
| TRUSTEE | 0.33 | Yes (X) | $0 | $0 | $0 | ||
| ROB LINDO | |||||||
| TRUSTEE | 0.49 | Yes (X) | $0 | $0 | $0 | ||
| PETER W LIPMAN | |||||||
| TRUSTEE | 0.49 | Yes (X) | $0 | $0 | $0 | ||
| RANU MUKHERJEE | |||||||
| TRUSTEE | 0.27 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE NEVENS | |||||||
| TRUSTEE | 0.67 | Yes (X) | $0 | $0 | $0 | ||
| SARAH NORTH | |||||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SAYRE BATTON | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $243,706 | $0 | $20,054 | ||
| BRIAN SPANG | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $122,000 | $0 | $7,067 | ||
| KAREN RAPP | |||||||
| DEPUTY DIRECTOR | 37.50 | $130,000 | $0 | $6,819 | Yes (X) | ||
| KATHLEEN BACKUS | |||||||
| SENIOR PHILANTHROPY OFFICER | 37.50 | $116,313 | $0 | $7,071 | Yes (X) | ||
| RICHARD KARSON | |||||||
| DIRECTOR OF DESIGN & OPERATIONS | 37.50 | $105,124 | $0 | $11,233 | Yes (X) | ||
| JODY A PARRY | |||||||
| HUMAN RESOURCE DIRECTOR | 37.50 | $102,150 | $0 | $5,766 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $819,293 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,010 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIED UNIVERSAL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WASHINGTON ST SUITE 600 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SECURITY SERVICES | ServicesDesc |
| Compensation | $231,583 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $162,710 | MembershipDuesAmt |
| Fundraising | $1,097,156 | FundraisingAmt |
| Government Grants | $1,474,166 | GovernmentGrantsAmt |
| All Other Contributions | $2,269,376 | AllOtherContributionsAmt |
| Noncash Contributions | $434,339 | NoncashContributionsAmt |
| Total Contributions | $5,003,408 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLIC PROGRAMS | 713990 | $258,331 | $258,331 |
| ART CLASS TUITION | 713990 | $18,980 | $18,980 |
| MEMBERSHIP DUES | 713990 | $2,392 | $2,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $279,703 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,792 | TotalRevenueColumnAmt |
| Exclusion | $77,792 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,275 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $96,983 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$52,708 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,708 | TotalRevenueColumnAmt |
| Exclusion | -$52,708 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,028,889 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $911,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,117,186 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,117,186 | TotalRevenueColumnAmt |
| Exclusion | $1,117,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $117,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,097,156 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $778,562 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$661,162 | TotalRevenueColumnAmt |
| Exclusion | -$661,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $157,159 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $72,534 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,649 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,864,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $320,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,649 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,827 | TotalAmt |
| Program Services | $255,337 | ProgramServicesAmt |
| Management And General | $39,283 | ManagementAndGeneralAmt |
| Fundraising | $98,207 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,641,486 | TotalAmt |
| Program Services | $2,082,016 | ProgramServicesAmt |
| Management And General | $267,010 | ManagementAndGeneralAmt |
| Fundraising | $292,460 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,752 | TotalAmt |
| Program Services | $71,706 | ProgramServicesAmt |
| Management And General | $5,956 | ManagementAndGeneralAmt |
| Fundraising | $18,090 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,153 | TotalAmt |
| Program Services | $142,067 | ProgramServicesAmt |
| Management And General | $12,578 | ManagementAndGeneralAmt |
| Fundraising | $33,508 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,063 | TotalAmt |
| Program Services | $174,043 | ProgramServicesAmt |
| Management And General | $18,113 | ManagementAndGeneralAmt |
| Fundraising | $43,907 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405 | TotalAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,550 | TotalAmt |
| Management And General | $44,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,164 | TotalAmt |
| Management And General | $46,164 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,904 | TotalAmt |
| Program Services | $529,154 | ProgramServicesAmt |
| Management And General | $158,811 | ManagementAndGeneralAmt |
| Fundraising | $22,939 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,932 | TotalAmt |
| Program Services | $74,146 | ProgramServicesAmt |
| Management And General | $4,807 | ManagementAndGeneralAmt |
| Fundraising | $18,979 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,496 | TotalAmt |
| Program Services | $395,457 | ProgramServicesAmt |
| Management And General | $10,033 | ManagementAndGeneralAmt |
| Fundraising | $42,006 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,341 | TotalAmt |
| Program Services | $96,337 | ProgramServicesAmt |
| Management And General | $28,884 | ManagementAndGeneralAmt |
| Fundraising | $32,120 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,175 | TotalAmt |
| Program Services | $34,045 | ProgramServicesAmt |
| Management And General | $12,364 | ManagementAndGeneralAmt |
| Fundraising | $9,766 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,612 | TotalAmt |
| Program Services | $52,075 | ProgramServicesAmt |
| Management And General | $17,219 | ManagementAndGeneralAmt |
| Fundraising | $2,318 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,288 | TotalAmt |
| Program Services | $2,219 | ProgramServicesAmt |
| Management And General | $3,809 | ManagementAndGeneralAmt |
| Fundraising | $2,260 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,584 | TotalAmt |
| Program Services | $47,895 | ProgramServicesAmt |
| Management And General | $1,505 | ManagementAndGeneralAmt |
| Fundraising | $3,184 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCH. ART COLLECTION | $284,149 | $284,149 | ||
| EXHIBITION COSTS | $185,406 | $185,406 | ||
| EQUIPMENT EXPENSES | $115,332 | $95,836 | $10,283 | $9,213 |
| MATERIALS | $97,752 | $96,261 | $631 | $860 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,987 | TotalAmt |
| Program Services | $94,079 | ProgramServicesAmt |
| Management And General | $61,500 | ManagementAndGeneralAmt |
| Fundraising | $49,408 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,135,358 | TotalAmt |
| Program Services | $4,712,228 | ProgramServicesAmt |
| Management And General | $743,905 | ManagementAndGeneralAmt |
| Fundraising | $679,225 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,741 | BOYAmt |
| EOY | $191,474 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,515 | BOYAmt |
| EOY | $3,401,156 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,534 | BOYAmt |
| EOY | $870,843 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,021 | BOYAmt |
| EOY | $55,920 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,087 | BOYAmt |
| EOY | $59,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,004 | BOYAmt |
| EOY | $165,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,710,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,710,296 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,661,171 | BOYAmt |
| EOY | $11,429,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,287,073 | BOYAmt |
| EOY | $16,173,683 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,366 | BOYAmt |
| EOY | $498,266 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,502 | BOYAmt |
| EOY | $90,656 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,868 | BOYAmt |
| EOY | $588,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,894,401 | BOYAmt |
| EOY | $2,031,498 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,900,804 | BOYAmt |
| EOY | $13,553,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,795,205 | BOYAmt |
| EOY | $15,584,761 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,287,073 | BOYAmt |
| EOY | $16,173,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$271,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,820 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,568,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,724,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,950,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,267,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,003,408 | CurrentTaxYearAmt |
| Total | $25,514,304 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,340,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,340,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,825,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,637,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,638,001 | CurrentTaxYearAmt |
| Total | $9,781,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,908,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,064,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,775,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,905,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,641,409 | CurrentTaxYearAmt |
| Total | $35,295,304 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,135,865 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,159,439 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,067 | CurrentTaxYearAmt |
| Total | $806,632 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $494,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,400 | CurrentTaxYearAmt |
| Total | $801,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,903,225 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,557,715 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING EVENTS - 2018 AMOUNT: $ 481,969. 2019 AMOUNT: $ 148,200. 2020 AMOUNT: $ 18,784. 2021 AMOUNT: $ 22,377. 2022 AMOUNT: $ 117,400. GROSS INCOME FROM GAMING ACTIVITIES - 2018 AMOUNT: $ 12,059. 2019 AMOUNT: $ 500. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,661,171 | BeginningYearBalanceAmt |
| Contributions | $79,027 | ContributionsAmt |
| Investment Earnings Or Losses | $1,052,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,404 | OtherExpendituresAmt |
| End Year Balance | $11,429,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,358,549 | BeginningYearBalanceAmt |
| Contributions | $78,410 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,223,252 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $552,536 | OtherExpendituresAmt |
| End Year Balance | $10,661,171 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,141,898 | BeginningYearBalanceAmt |
| Contributions | $80,074 | ContributionsAmt |
| Investment Earnings Or Losses | $1,668,709 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $532,132 | OtherExpendituresAmt |
| End Year Balance | $13,358,549 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,410,143 | BeginningYearBalanceAmt |
| Contributions | $3,944 | ContributionsAmt |
| Investment Earnings Or Losses | $258,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $530,801 | OtherExpendituresAmt |
| End Year Balance | $12,141,898 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,606,608 | BeginningYearBalanceAmt |
| Contributions | $782,023 | ContributionsAmt |
| Investment Earnings Or Losses | $528,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $506,492 | OtherExpendituresAmt |
| End Year Balance | $12,410,143 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00838 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74869 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24293 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $613,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $613,310 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $745,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $745,768 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,218 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,798,152 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,820 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,822,419 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,883,239 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,914,913 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,164 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$96,983 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$50,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,864,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,008,596 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,822,419 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $96,983 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,919,402 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,089,194 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,164 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,164 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,135,358 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | PERMANENT ART COLLECTION - THE COLLECTION CONSISTS OF TWENTIETH AND TWENTY-FIRST CENTURY ARTWORK, INCLUDING PAINTINGS, SCULPTURES, INSTALLATIONS, NEW MEDIA, PHOTOGRAPHY, DRAWINGS, AND PRINTS, ACQUIRED THROUGH PURCHASE OR CONTRIBUTION. THE COLLECTION IS NOT RECOGNIZED AS AN ASSET IN THE STATEMENT OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTION'S INTEGRITY ARE PERFORMED CONTINUOUSLY. PURCHASES OF ART ARE RECORDED IN THE YEAR ACQUIRED AS NON-OPERATING DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH ITEMS ARE ACQUIRED. PROCEEDS FROM ANY DEACCESSIONS OR INSURANCE RECOVERIES MAY BE ALLOCATED FOR PURPOSES THAT CLEARLY BENEFIT THE COLLECTION, SUCH AS AN ACQUISITION FUND TO EXPAND THE COLLECTION OR PRESERVATION/CONSERVATION FUND TO MAINTAIN IT. CERTAIN ITEMS ARE ON LOAN FROM INDIVIDUALS AND CORPORATIONS FOR USE BY THE MUSEUM IN ITS PERMANENT COLLECTION OR SPECIAL EXHIBITION. |
| PART III, LINE 4: | THE SAN JOSE MUSEUM OF ART SEEKS TO BUILD A COLLECTION OF THE HIGHEST QUALITY AND WITH THE GREATEST POTENTIAL FOR COMMUNITY ENGAGEMENT, THEREBY FULFILLING ITS MISSION TO BE A VALUABLE RESOURCE FOR THE PUBLIC. THE MUSEUM'S PERMANENT COLLECTION INCLUDES OVER 2,600 MODERN AND CONTEMPORARY WORKS OF ART IN A VARIETY OF MEDIA, FROM PAINTINGS, SCULPTURE, PHOTOGRAPHY AND WORKS ON PAPER TO DIGITAL AND TIME-BASED ARTWORK. SJMA IS THE ONLY COLLECTING ART INSTITUTION IN THE CITY OF SAN JOSE, THE ONLY CONTEMPORARY ART MUSEUM IN SILICON VALLEY ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS (AAM) AND A MEMBER OF THE ASSOCIATION OF ART MUSEUM DIRECTORS (AAMD). SJMA PROUDLY HAS EARNED A REPUTATION FOR ACQUIRING ART WORKS BY PIVOTAL ARTISTS WHOSE PRACTICES ADDRESS PRESSING CULTURAL, POLITICAL AND SOCIAL ISSUES, AND HAS A TRADITION OF ACQUIRING LANDMARK ARTWORK IN NEW MEDIA AND EMERGING FIELDS. THE MUSEUM ALSO HAS A SUCCESSFUL TRACK RECORD OF ACQUIRING AND EXHIBITING WORK BY CALIFORNIA ARTISTS OF NATIONAL AND INTERNATIONAL SIGNIFICANCE, AND NOW LOOKS TO ARTISTS WHO EXPLORE NEW REPRESENTATIONAL STRATEGIES IN THE DIGITAL AGE, BEFITTING A MUSEUM IN THE CAPITAL OF SILICON VALLEY. THE MUSEUM'S NEW COLLECTING PLAN (APPROVED IN 2018) IDENTIFIES THE FOLLOWING GOALS: TO REPRESENT SIGNIFICANT ART HISTORICAL DEVELOPMENTS IN MODERN AND CONTEMPORARY ART FROM THE 1960S TO THE PRESENT; TO PUT THE WORK OF PIVOTAL WEST COAST ARTISTS IN CONTEXT OF WORK BY MAJOR NATIONAL AND INTERNATIONAL ARTISTS; TO EMBRACE CULTURAL DIVERSITY AND SOCIAL ENGAGEMENT; TO REFLECT ARTISTIC EXPERIMENTATION AND INNOVATION; AND TO ADDRESS ISSUES OF IMPORTANCE TO THE MUSEUM'S COMMUNITIES. LOCATED SEVERAL BLOCKS FROM SAN JOSE STATE UNIVERSITY AND WITHIN 30 MINUTES OF APPROXIMATELY 14 OTHER COLLEGES AND UNIVERSITIES, SJMA IS A PRIMARY RESOURCE FOR UNIVERSITY STUDENTS AS WELL AS FOR THE AUDIENCES OF THE REGION, WHICH HAS THE GREATEST PROJECTED POPULATION GROWTH IN THE BAY AREA. STARTING IN 2019, SJMA OFFERED FREE ADMISSION TO YOUTH, COLLEGE STUDENTS WITH ID, AND TEACHERS TO DEEPEN SJMA'S RELATIONSHIPS WITH SCHOOLS AND UNIVERSITIES, AND TO BECOME A CRITICAL RESOURCE FOR THEIR CURRICULA. THE MUSEUM CREATED AN ACQUISITIONS ENDOWMENT IN 2012, WHICH AUGMENTS THE GENEROUS DONATIONS FROM COLLECTORS AND ARTISTS TO THE PERMANENT COLLECTION. IN ADDITION, IN 2017, THE MUSEUM BEGAN A CO-ACQUISITION PROGRAM WITH TWO OF THE MOST IMPORTANT CONTEMPORARY ART MUSEUMS IN THE UNITED STATES, TO EXPAND THE MUSEUM'S REACH AND OPPORTUNITY TO CONTRIBUTE TO PUBLIC DISCOURSE. SJMA REMAINS DEPENDENT IN LARGE MEASURE ON CULTIVATING OPPORTUNITIES AND SOLICITING DONATIONS: 90% OF THE WORKS IN THE COLLECTION HAVE BEEN ACQUIRED THROUGH DONATION, SIMILAR TO STATISTICS AT AAMD MEMBER MUSEUMS NATIONALLY. IN THE LAST TEN YEARS, SJMA LAUNCHED AN AMBITIOUS EXHIBITION PROGRAM TO FEATURE WORKS FROM THE PERMANENT COLLECTION IN THEMATIC SPECIAL EXHIBITIONS. FOR THE MUSEUM'S 50TH ANNIVERSARY SEASON (2019-2020) RECENT ACQUISITIONS, INCLUDING THE WORK OF VISIONARY WOMEN COLLECTION ARTISTS WERE HIGHLIGHTED IN SIX DEDICATED EXHIBITIONS AND A MAJOR NEW COMMISSIONED ARTWORK FOR THE LOBBY ATRIUM. CONTINUING A COMMITMENT TO SCHOLARLY PUBLICATIONS IN SUPPORT OF EXHIBITIONS AND THE PERMANENT COLLECTION, IN 2020 SJMA WILL PUBLISH AN ONLINE CATALOGUE FOCUSED ON 50 ARTISTS FROM THE PERMANENT COLLECTION CALLED 50X50: DIGITAL STORIES OF VISIONARY ARTISTS FROM THE COLLECTION, OPTIMIZED FOR PUBLICATION DISCOVERABILITY AND LONGEVITY. SJMA'S ACQUISITIONS REFLECT THE DIVERSITY THAT CHARACTERIZES LOCAL COMMUNITIES AND THE GLOBAL NATURE OF CONTEMPORARY ART. MAJOR EXHIBITION TEXTS ARE TRANSLATED INTO SPANISH AND VIETNAMESE, JOINING ENGLISH AS THE THREE OFFICIAL LANGUAGES OF SAN JOSE. |
| PART V, LINE 4: | THE PRIMARY OBJECTIVES OF THE MUSEUM'S ENDOWMENTS ARE TO SUPPORT THE OPERATIONS OF THE MUSEUM OVER TIME, WHILE PRESERVING THE ENDOWMENT'S INFLATION-ADJUSTED ASSET VALUE. |
| PART X, LINE 2: | THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE MUSEUM HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE MUSEUM'S TAX POSITIONS AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY THE MUSEUM IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE -96,983. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE 96,983. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FALL GALA | Event1Nm |
| Gross Receipts Event1 | $1,214,556 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,097,156 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $84,574 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $688,488 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,214,556 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,097,156 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $117,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $84,574 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $688,488 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $778,562 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$661,162 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SAYRE BATTON | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $243,706 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,535 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,519 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $263,760 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $423,345 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CERTIFICATE, TICKETS | 5 | $7,923 | FMV |
| Yes (X) | FOOD & BEVERAGES | 8 | $3,071 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | MISSION: THE SAN JOSE MUSEUM OF ART NURTURES EMPATHY AND CONNECTION BY ENGAGING COMMUNITIES WITH SOCIALLY RELEVANT CONTEMPORARY ART. VISION: SJMA'S 2023-2027 STRATEGIC PLAN EMPOWERS US TO BECOME A BORDERLESS MUSEUM, ESSENTIAL TO CREATIVE LIFE THROUGHOUT THE DIVERSE COMMUNITIES OF SAN JOS AND SILICON VALLEY. AS WE RE-IMAGINE OURSELVES AS A MUSEUM FOR THE AUDIENCE OF THE FUTURE, THE INNOVATIVE ETHOS OF SILICON VALLEY INFORMS WHO WE ARE, AND WHO WE SERVE-LOCALLY AND GLOBALLY. WE PRIORITIZE COMMUNITY RELEVANCE THROUGHOUT OUR EXHIBITIONS, COMMUNITY COLLABORATIONS AND PUBLIC AND EDUCATION PROGRAMS AND ARE GUIDED BY THE BELIEF THAT CREATIVITY IS AN ESSENTIAL AND CULTIVATABLE SKILL THAT TRANSCENDS DISCIPLINES AND INDUSTRIES. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | PROJECTS TOUCH ON TIMELY TOPICS FROM MIGRATION AND IDENTITY TO ARTIFICIAL INTELLIGENCE AND INCLUDE SIGNIFICANT ORIGINAL AND TOURING EXHIBITIONS BY BOTH NATIONALLY AND INTERNATIONALLY ACCLAIMED ARTISTS AND EMERGING AND UNDER-RECOGNIZED PRACTITIONERS. SJMA SUPPORTS ITS EXHIBITION PROGRAM WITH SUBSTANTIAL ARTS EDUCATION AND OUTREACH EFFORTS, A STRONG COMMITMENT TO COMMUNITY PARTNERSHIP, AND A CORE COMMITMENT TO NURTURING A SENSE OF BELONGING AND WELCOME FOR ALL MEMBERS OF THE RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE COMMUNITY. THE MUSEUM HAS A PUBLICLY STATED COMMITMENT TO ENSURE THAT THE MAJORITY OF ARTIST ON VIEW IN ANY GIVEN SEASON ARE WOMEN OR ARTISTS OF COLOR AND WORKS TO ELIMINATE BARRIERS TO ACCESS BY OFFERING WEEKEND AND EVENING HOURS, ELIMINATING ADMISSION FEES FOR STUDENTS AND TEACHERS, AND PROVIDING EXHIBITION DIDACTICS IN ENGLISH, SPANISH, AND VIETNAMESE-THE THREE OFFICIAL LANGUAGES OF SAN JOSE. DURING FY23, SJMA ADVANCED ITS COMMITMENT TO BEING AN ACCESSIBLE DOWNTOWN ANCHOR INSTITUTION BY INCREASING ITS PUBLIC HOURS BY 30% AND CONSISTENTLY OFFERING ONSITE OPPORTUNITIES FOR COMMUNITY ENGAGEMENT AND CONNECTION. OVER 77,000 PEOPLE WERE SERVED VIA THE MUSEUM'S RETURN TO AN AMBITIOUS EXHIBITION SCHEDULE, A ROBUST PUBLIC PROGRAMS CALENDAR, AND EXPANDED ARTS EDUCATION PROGRAMS. OF THE TOTAL SERVED, 60% ENJOYED FREE ACCESS VIA SJMA'S FREE ADMISSION POLICY FOR YOUTH, STUDENTS, AND TEACHERS; POPULAR LATE-NIGHT FIRST FRIDAYS; AND VARIOUS OTHER FREE PUBLIC PROGRAMS THROUGHOUT THE YEAR THAT SHOWCASE LONGTIME COMMUNITY PARTNERS (SJ JAZZ, MOSAIC AMERICA, CITY OF SAN JOSE, POETRY SAN JOSE, NEW BALLET, AND OTHERS). SJMA'S FY23 EXHIBITION PROGRAM EXPANDED ON THE MUSEUM'S ONGOING COMMITMENT TO LIFT UP WOMEN ARTISTS, PRIORITIZE SOCIAL JUSTICE ISSUES, AND HIGHLIGHT WORK FROM THE PERMANENT COLLECTION. OUR MARQUEE EXHIBITION KELLY AKASHI: FORMATIONS WAS THE FIRST SOLO MUSEUM EXHIBITION BY THIS YOUNG AND IMMENSELY TALENTED JAPANESE AMERICAN ARTIST. THE EXHIBITION WAS ACCOMPANIED BY A SJMA-PRODUCED SCHOLARLY MONOGRAPH THAT RECEIVED CRITICAL ACCLAIM, INCLUDING IN THE NEW YORK REVIEW OF BOOKS. FORMATIONS ALSO GARNERED NOTABLE BAY AREA PRESS COVERAGE. WRITING IN THE SF CHRONICLE DATEBOOK ON SEPTEMBER 3 LETHA CH'IEN NOTED THE SIGNIFICANCE OF SJMA'S PRESENTATION BOTH FOR THE REGION AND THE ARTIST: "THE SOUTH BAY DOESN'T GET ENOUGH CREDIT FOR ITS ART SCENE. SJMA HAS A TRACK RECORD OF HIGHLIGHTING ARTISTS JUST BEFORE THEIR CAREERS HIT NEW HEIGHTS. WITH KELLY AKASHI: FORMATIONS, THE MUSEUM ONCE AGAIN HAS ITS FINGER ON THE PULSE." ADDITIONALLY, TWO MULTI-SITED EXHIBITIONS FEATURING NEW ARTIST COMMISSIONS CONTINUED THE VISUALIZING ABOLITION EXHIBITION SERIES, WHICH EXPLORES ART, PRISONS, AND JUSTICE IN COLLABORATION WITH UC SANTA CRUZ'S INSTITUTE OF ARTS AND SCIENCES. SKY HOPINKA: SEEING AND SEEN AND SADIE BARNETTE: FAMILY BUSINESS WERE THE NEW ITERATIONS OF THIS MULTI-YEAR PARTNERSHIP WITH UCSC AND FOLLOW SJMA'S GROUND-BREAKING PRESENTATION OF BARRING FREEDOM IN 2020-2021. THE SERIES WILL CULMINATE IN THE SPRING OF 2024 WITH A GROUP EXHIBITION AND CATALOG TITLED SEEING THROUGH STONE. SJMA ALSO OPENED ITS FIRST DEDICATED PERMANENT COLLECTION GALLERY, EVERGREEN: ART FROM THE COLLECTION, PROVIDING NEW OPPORTUNITIES FOR THE PUBLIC TO DEVELOP PERSONAL RELATIONSHIPS WITH CORE WORKS AND TO FOSTER A DEEPER SENSE OF COMMUNITY PRIDE IN SAN JOSE. SCOPE OF SJMA'S COLLECTION AND THE NATURE OF EXHIBITIONS DRAWN FROM THE COLLECTION ARE DESCRIBED IN SCHEDULE D PART III, LINE 4. NUMBER OF PEOPLE SERVED IN FY23: IN FY23, SJMA SERVED 77,204 PEOPLE. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | OFF-SITE PROGRAMS, WHICH REACH UP TO 30,000 STUDENTS PER YEAR, INCLUDE HOUR-LONG DOCENT PRESENTATIONS ON ARTS APPRECIATION AND MULTI-WEEK HANDS-ON ART MAKING CLASSES DEVELOPED AND DELIVERED BY TRAINED SJMA TEACHING ARTISTS. SJMA CONTINUED TO BOLSTER ITS STRONG REPUTATION AS A TRUSTED EDUCATIONAL RESOURCE THROUGHOUT SANTA CLARA COUNTY BY SERVING OVER 23,000 STUDENTS IN FY23. TITLE I STUDENTS PARTICIPATED AT NO COST. THE NEWLY ADAPTED CLASSROOM RESIDENCY PROGRAM SOWING CREATIVITY, WHICH BRINGS TRAINED TEACHING ARTISTS TO AREA CLASSROOMS FOR MULTI-WEEK RESIDENCIES IN CROSS-CURRICULAR STEAM (SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH) SERVED A RECORD 1,752 STUDENTS ACROSS 66 CLASSROOMS. 60% OF STUDENTS SERVED WERE BASED IN LOW-INCOME TITLE I SCHOOLS. AMONG THE 66 CLASSROOMS SERVED, ONE WAS AN ENGLISH LANGUAGE DEVELOPMENT CLASS WITH 20 STUDENTS AND NINE WERE SPECIAL DAY CLASSES WITH 61 STUDENTS. THIS OUTCOME REPRESENTS A SIGNIFICANT EXPANSION WITH A 78% INCREASE IN TITLE I STUDENTS OVER 2021-2022. OVER 3,000 STUDENTS PARTICIPATED IN TWO PART ART, THE MUSEUM'S PREMIER FIELD TRIP PROGRAM. SJMA MAINTAINS DEDICATED HOURS DURING THE WEEK FOR K12 FIELD TRIPS AND COLLEGE GROUP TOURS. THE FREE FIFTY-YEAR OLD ART APPRECIATION PROGRAM, LET'S LOOK AT ART, REACHED ITS 1 MILLIONTH STUDENT THIS YEAR AND IS ACTIVELY RECRUITING MORE VOLUNTEERS TO EXPAND THE PROGRAM IN FY24. SJMA ALSO OFFERS A RANGE OF LECTURES AND PUBLIC PROGRAMS FOR ADULT AUDIENCES TO INSPIRE LIFELONG LEARNING, FROM ARTIST TALKS AND GALLERY TOURS TO ARTMAKING WORKSHOPS. A HIGHLIGHT OF FY23 WAS THE CULMINATION OF HIDDEN HERITAGES-A MULTI-YEAR PARTNERSHIP BETWEEN SJMA, CHOPSTICKS ALLEY ART, AND THE CITY OF SAN JOSE THAT COLLECTED STORIES OF VIETNAMESE IMMIGRATION TO SAN JOSE. THE PROJECT CONCLUDED WITH AN EXHIBITION AT CITY HALL TITLED HIDDEN HERITAGES: SAN JOSE'S VIETNAMESE LEGACY AND A PERFORMANCE BY GRAMMY-AWARD WINNING ARTIST VAN-ANH VO AND THE BLOOD MOON ORCHESTRA. AN EVENT ATTENDEE SHARED HOW THEY WERE MOVED BY THE PERFORMANCE: "I'VE NEVER HAD MUSIC SO UPLIFTING AND SPIRITUAL, MAKES YOU FEEL SO LOVED AND REMINDS ME OF WHO I AM, AND SHOWERED MY HEART FULL OF LOVE." THE EXHIBITION AT CITY HALL'S TOWER LOBBY WILL BE ON VIEW THROUGH DECEMBER 2023. NUMBER OF STUDENTS SERVED: 23,933; ON AND OFF-SITE PROGRAMS SERVED 12,344 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS THE SAN JOSE MUSEUM OF ART USES TO REVIEW THE FORM 990 IS SET FORTH IN ITS RISK MANAGEMENT AND FISCAL OPERATING POLICIES. PRIOR TO FILING WITH THE IRS, THE ANNUAL TAX RETURN (FORM 990) SHALL BE REVIEWED BY THE FINANCE AND POLICY COMMITTEE AND SHALL BE PROVIDED TO THE BOARD OF TRUSTEES, TO COMPLY WITH SUGGESTED BEST PRACTICES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, STAFF MEMBERS AND COMMUNITY MEMBERS OF BOARD COMMITTEES MUST FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS DISCLOSURE STATEMENT ASKS IF THE RESPONDENTS ARE AWARE OF ANY AFFILIATIONS, EMPLOYMENT OR OTHER MATTERS INVOLVING THE INDIVIDUAL OR ANY OF IMMEDIATE FAMILY THAT MIGHT BE PERCEIVED TO COMPROMISE YOUR OBLIGATIONS TO THE MUSEUM AND SHOULD THEREFORE BE REPORTED IN LIGHT OF THE CODE OF ETHICS. SPECIFICALLY, THE DISCLOSURE STATEMENT ASKS IF SJMA HAS A BUSINESS RELATIONSHIP WITH ANY ENTITY FROM WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS HAVE RECEIVED ANY COMPENSATION, INCOME, LOANS OR GIFTS OR OF WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS ARE A TRUSTEE, OFFICE, DIRECTOR OR EMPLOYEE. IN ADDITION, DISCLOSURE IS REQUIRED IF THE INDIVIDUAL OR IMMEDIATE FAMILY MEMBERS HOLD AN OWNERSHIP INTEREST IN A CLOSELY HELD COMPANY OR A 5% OWNERSHIP INTEREST IN A PUBLIC COMPANY WITH THE MUSEUM HAS A BUSINESS RELATIONSHIP. ALL RESPONDENTS ARE ASKED TO SUPPLEMENT THE INFORMATION IN THE EVENT OF ANY CHANGES BEFORE THE NEXT ANNUAL DISCLOSURE. ALL STAFF RESPONSES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. ALL OTHER RESPONSES ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. IF A RESPONSE ON A DISCLOSURE IDENTIFIES A CONFLICT, THE INTERESTED TRUSTEE, STAFF MEMBER, OR VOLUNTEER (A COMMUNITY MEMBER OF A BOARD COMMITTEE) SHALL REFRAIN FROM ATTEMPTING TO INFLUENCE ANY DECISION OF THE BOARD, BOARD COMMITTEE, OR STAFF ON ANY MATTER WHICH MAY INVOLVE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND SHALL ABSTAIN FROM VOTING ON ANY SUCH MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SJMA BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION PHILOSOPHY THAT BALANCES MULTIPLE OBJECTIVES: APPROPRIATE STEWARDSHIP OF ITS FINANCIAL RESOURCES; ADHERENCE TO THE STRATEGIC PLAN AND ARTISTIC EXCELLENCE IN PROGRAMMING; AND INCLUSIVE PRACTICES FOR ITS PEOPLE & WORKPLACE WITH A FOCUS ON EQUITY. SJMA AIMS TO PAY IN THE TOP 50% OF COMPARABLE SALARIES FOR NEXT-STAGE PEER INSTITUTIONS AND COMPENSATION IS ESTABLISHED COMMENSURATE WITH EXPERIENCE AND TRAINING, AND IN ACCORDANCE WITH ANNUAL PERFORMANCE REVIEWS TYING JOB DESCRIPTIONS AND GOALS TO KEY PERFORMANCE INDICATORS (KPI). THE EXECUTIVE LEADERSHIP TEAM WORKS WITH THE HR DIRECTOR TO ATTRACT, RETAIN AND MOTIVATE THE TALENT NEEDED TO MAINTAIN THE MUSEUM'S STRATEGIC GOALS AS A COMMUNITY-FOCUSED PARTNER WITH EQUITY AT ITS CENTER. IN ADDITION TO SALARY, SJMA PROVIDES HEALTH AND RETIREMENT BENEFITS COMMENSURATE WITH THE ABOVE PHILOSOPHY. RETIREMENT-PLAN CONTRIBUTIONS FOR FY23 WERE 5%. THE SALARY LEVELS OF THE EXECUTIVE DIRECTOR; DIRECTOR OF DEVELOPMENT; THE DEPUTY DIRECTOR; AND THE CHIEF FINANCIAL OFFICER WERE ESTABLISHED AND APPROVED BY THE BOARD LEADERSHIP IN ACCORDANCE WITH THIS COMPENSATION PHILOSOPHY, BASED ON THE ANNUAL SALARY SURVEY OF THE ASSOCIATION OF ART MUSEUM DIRECTORS, AS WELL AS OTHER DATA SOURCES FOR PROFESSIONAL COMPENSATION ANALYSIS. THE MUSEUM HAS A ROBUST ANNUAL PERFORMANCE REVIEW PROCESS SINCE 2017 AND INVESTS IN ON-GOING MANAGEMENT TRAINING FOR MANAGERS ON PERFORMANCE MANAGEMENT, PROJECT MANAGEMENT AND CHANGE MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SAN JOSE MUSEUM OF ART POSTS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON ITS WEBSITE. THESE DOCUMENTS ARE MADE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
| FORM 990, PART IX, LINE 11G | CONSULTING AND OTHER: PROGRAM SERVICE EXPENSES 455,957. MANAGEMENT AND GENERAL EXPENSES 136,842. FUNDRAISING EXPENSES 19,766. TOTAL EXPENSES 612,565. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 12,124. MANAGEMENT AND GENERAL EXPENSES 3,639. FUNDRAISING EXPENSES 526. TOTAL EXPENSES 16,289. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 61,073. MANAGEMENT AND GENERAL EXPENSES 18,330. FUNDRAISING EXPENSES 2,647. TOTAL EXPENSES 82,050. |