2024-05-13T11:16:17-05:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 KARI KOVACH COO 6192327931 2024-05-13 1 KARI KOVACH 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 18429633 0 X WWW.SDMART.ORG X 1935 CA TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 37 37 109 601 -36291 0 6433773 5593724 1777344 2883223 5554267 1664646 230434 308747 13995818 10450340 0 0 0 0 6332896 7452227 180000 540000 1417743 8807129 7590990 15320025 15583217 -1324207 -5132877 78902831 78749340 7670106 8200577 71232725 70548763 X TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 0 0 6171309 2797174 EXHIBITIONS: THE MUSEUM PRESENTED A BROAD RANGE OF EXHIBITIONS DURING THE YEAR. THESE WERE CREATED FROM THE MUSEUM'S OWN COLLECTION, AS WELL AS BORROWED FROM OTHER MUSEUMS AND LENDERS. MONET TO MATISSE: IMPRESSIONIST MASTERPIECES FROM THE BEMBERG FOUNDATION, TERRA: FERNANDO CASASEMPERE, JUSTIN STERLING: CHAPEL OF THE ROCKS, SERGIO HERNANDEZ: EMBERS OF OAXACA, YOUNG ART 2023: COMFORT AND CALM AND O'KEEFFE AND MOORE WERE SOME OF THE EXHIBITIONS PRESENTED DURING FISCAL YEAR 2023.MONET TO MATISSE: IMPRESSIONIST MASTERPIECES FROM THE BEMBERG FOUNDATION ALLOWED THE MUSEUM TO PRESENT ADDITIONAL, EXTRAORDINARY WORKS FROM THE COLLECTION OF GEORGES BEMBERG. AS A COLLECTOR, BEMBERG GRAVITATED TOWARD THE AVANT-GARDE ARTISTIC MOVEMENTS OF THE LATE 19TH AND EARLY 20TH CENTURIES: IMPRESSIONISM AND ITS SUBSEQUENT POST-IMPRESSIONIST VARIATIONS. ARTISTS REPRESENTED IN THIS EXHIBITION INCLUDED CLAUDE MONET, PAUL CEZANNE, HENRI MATISSE, RAOUL DUFY AND PIERRE BONNARD.TERRA: FERNANDO CASASEMPERE IS THE CHILEAN ARTIST'S FIRST EXHIBITION IN THE UNITED STATES. HE USES THE EARTH AS HIS MEDIUM AS WELL AS HIS SUBJECT. HE EXPLORES IDEAS OF LANDSCAPE, ARCHITECTURE AND HISTORY WITH A FOREBODING SENSE OF ENVIRONMENTAL COLLAPSE. HIS WORK IS CULTURALLY ROOTED IN PRE-COLUMBIAN ART AND THE ARCHITECTURE OF LATIN AMERICA. CASASEMPERE'S CONTINUAL EXPLORATION AND UNDERSTANDING OF HIS MEDIA HAS ACHIEVED UNPRECEDENTED RESULTS, COMBINING CLAYS THAT HISTORICALLY HAVE NOT BEEN ABLE TO BE FIRED TOGETHER, CREATING STABLE STRUCTURES THAT APPEAR TO BE TEETERING ON THE EDGE OF DESTRUCTION.JUSTIN STERLING: CHAPEL OF THE ROCKS IMMERSED VISITORS IN A BEAUTIFUL SPACE CONSTRUCTED OF UNCONVENTIONAL MATERIALS AND PROVOKING CONTEMPLATION OF THE ROLE OF BAD FAITH IN SOCIETY. THE ARTIST CREATED A STRUCTURE, SUFFUSED WITH LIGHT REFRACTED THROUGH NUMEROUS STAINED-GLASS WINDOWS, WHICH HE HAD SHATTERED WITH ROCKS AND THEN REBUILT IN NEW WAYS. THE WINDOWS AND OTHER ITEMS WERE SALVAGED FROM THE STREETS OF NEW YORK CITY AND EVOKE VARIOUS POLICIES THAT HE DESCRIBES AS EXEMPLIFYING THE CONCEPT OF BAD FAITH. ANOTHER INSPIRATION FOR THE WORK WAS AN INTERFAITH SPIRITUAL SPACE FILLED WITH LARGE PAINTINGS BY MARK ROTHKO. IN KEEPING WITH THE INCLUSIVE SPIRIT, THE GALLERY SPACE WILL BE SHARED WITH WORKS FROM DIFFERENT SPIRITUAL TRADITIONS FROM THE MUSEUM'S PERMANENT COLLECTION.SERGIO HERNANDEZ: EMBERS OF OAXACA IS ONE OF THE MOST RECOGNIZED ARTISTS OF HIS GENERATION IN MEXICO. HIS WORKS OFTEN REFLECT HIS INDIGENOUS HERITAGE, INCLUDING THE ZAPOTEC AND MIXTEC CULTURES OF MESOAMERICA. HE ALSO FOCUSES ON THE WONDERS OF THE NATURAL WORLD, INCLUDING NATIVE SPECIES OF THE REGION, THE PACIFIC OCEAN AND THE CONSTELLATIONS OF THE NIGHT SKY. HIS USE OF LOCAL MATERIALS SUCH AS SAND AND COCHINEAL (THE BEETLE-BASED RED PIGMENT DEVELOPED BEFORE THE SPANISH CONQUEST BY INDIGENOUS ZAPOTEC ARTISTS AND SUBSEQUENTLY EXPORTED AROUND THE WORLD AS THE "PERFECT" RED) TIE HIS ART-MAKING PRACTICE TO IMPORTANT LOCAL AND INDIGENOUS TRADITIONS.YOUNG ART 2023: COMFORT AND CALM IS THE BIENNIAL EXHIBITION FEATURING ARTWORK BY KINDERGARTEN THROUGH 12TH-GRADE STUDENTS IN SAN DIEGO COUNTY AND TIJUANA. NOW IN ITS 47TH YEAR, THIS IS THE LONGEST RUNNING PROGRAM AT THE MUSEUM. THE THEME OF COMFORT AND CALM INVITED YOUTH TO SHARE THEIR OWN LIVED EXPERIENCES IN FINDING, RECEIVING OR OFFERING COMFORT AND CALM AND TO EXPRESS THOSE IDEAS AND INTERPRETATIONS THROUGH PERSONAL VISUAL STORYTELLING IN THE MEDIA OF THEIR CHOICE. O'KEEFFE AND MOORE IS A ONE-OF-A-KIND EXHIBITION COMPARING THE WORK OF TWO ICONIC MODERNISTS: AMERICAN PAINTER GEORGIA O'KEEFFE AND BRITISH SCULPTOR HENRY MOORE. ALTHOUGH THE ARTISTS WORKED ON DIFFERENT CONTINENTS, THEIR CAREERS AND CONTRIBUTIONS TO THE ARTISTIC DEVELOPMENT OF THE 20TH CENTURY REVEAL MANY PARALLELS. THE EXHIBITION UNITES THE WORK OF THESE ARTISTS FOR THE FIRST TIME AND RE-CREATES THEIR STUDIOS IN THE MUSEUM WITH THEIR ORIGINAL CONTENTS OF FOUND OBJECTS, TOOLS AND FURNISHINGS. VISITORS WERE ABLE TO EXPLORE THEIR WORKING PRACTICES AND SEE HOW THE HUMBLE OBJECTS INSPIRED SOME OF THEIR MOST IMPORTANT ARTISTIC CREATIONS. THE COMMON GROUND BETWEEN THESE TWO ARTISTS CAN BE FOUND IN THE INSPIRATION EACH TOOK FROM NATURE AND THEIR ENDURING ASSOCIATION WITH THE LANDSCAPES THAT WERE AN ESSENTIAL PART OF THEIR LIFE'S WORK. THE EXHIBITION WILL ALSO TRAVEL TO THE ALBUQUERQUE MUSEUM AND THE MONTREAL MUSEUM OF FINE ARTS.THE MUSEUM PRESENTED SMALLER EXHIBITIONS IN ITS PERMANENT COLLECTION GALLERIES, SUCH AS WANG QINGSONG: SOCIAL MOBILITY, PICASSO: DRAWINGS AND PRINTS, LISA ROSS: ELEGY TO A UYGHUR HOMELAND, CARLO MIRANDA: IN SEARCH OF SONDER, AND BRUCE DAVIDSON, ALONG WITH ROTATIONS IN THE MUSEUM'S PERMANENT COLLECTION GALLERIES. IN THE ONGOING EFFORT TO ADVANCE THE MUSEUM'S GOAL OF MAKING ART MORE ACCESSIBLE, THE MUSEUM CONTINUED TO OFFER FREE ADMISSION TO AGES 17 AND UNDER. THE MUSEUM CONTINUED TO OFFER ITS SMARTPHONE APP TO PROVIDE ADDITIONAL INTERACTIVE EXPERIENCES, INCLUDING THE AUGMENTED REALITY FEATURE, WHICH BRINGS ART TO LIFE. THE APP IS FREE TO DOWNLOAD AND CAN BE USED AT HOME AS WELL AS ON THE PREMISES. SINCE ITS LAUNCH, THE APP HAS OVER 70,000 DOWNLOADS AND INCLUDES 16 AUGMENTED REALITY EXPERIENCES, 725 AUDIO STOPS AND 119 VIDEOS. IN FY23, THE APP WAS USED OFFSITE IN 35 STATES AND 36 COUNTRIES. THESE DIVERSE EXHIBITIONS AND THEIR COMPLEMENTARY PROGRAMS RESULTED IN THE MUSEUM WELCOMING APPROXIMATELY 434,000 VISITORS IN FISCAL YEAR 2023. 1004271 16672 COLLECTIONS: THE MUSEUM'S MISSION IS, IN PART TO CARE FOR ITS COLLECTIONS, WHICH INCLUDES MORE THAN 20,000 WORKS OF ART. THE COLLECTION IS THE MUSEUM'S GREATEST ASSET. ITS WORKS OF ART ARE DISPLAYED ON A ROTATING BASIS WITHIN THE MUSEUM AND ARE FREQUENTLY LENT TO OTHER INSTITUTIONS FOR EXHIBITION ELSEWHERE. THE MUSEUM ALSO SEEKS TO ACQUIRE ART WHICH WILL ENHANCE ITS COLLECTION. DURING FISCAL YEAR 2023, THE MUSEUM ACQUIRED A PAINTING BY IGNACIO ZULOAGA, PORTRAIT OF ESTHER DE GARAY Y GARAY. THE PAINTING FILLS A CRUCIAL GAP IN THE MUSEUM'S COLLECTION OF SPANISH MODERNISM. THE MUSEUM ALSO ACQUIRED THE SCULPTURE, FOUNDATION, BY FERNANDO CASASEMPERE. THIS SCULPTURE WAS EXHIBITED AT THE MUSEUM IN THE CHILEAN ARTIST'S FIRST UNITED STATES EXHIBITION AND WILL NOW BE INSTALLED IN THE MUSEUM'S SCULPTURE GARDEN. THE MUSEUM'S ANNUAL MEHREGAN FALL FETE, PRESENTED IN COLLABORATION WITH THE PERSIAN CULTURAL CENTER, RESULTED IN THE ACQUISITION OF AN INK AND ACRYLIC PAINTING BY POURAN JINCHI AND SEVERAL PRINTS BY HAMID RAHMANIAN. ANOTHER SIGNIFICANT ACQUISITION WAS A PAINTING BY CUBAN SURREALIST, WIFREDO LAM. HE PLAYED A SIGNIFICANT ROLE IN THE DEVELOPMENT OF MODERN ART IN THE 20TH CENTURY. THE UNTITLED PAINTING FEATURES THREE HORNED, MASK-LIKE FACES OF AFRICAN SCULPTURE. THESE FACES ALLUDE TO A DEITY FORM THE AFRO-CUBAN RELIGION SANTERIA. WITH THIS CENTRAL MOTIF, LAM NOT ONLY PAYS HOMAGE TO AFRO-CUBAN CULTURE, HE ALSO INVOKES THE TRANSATLANTIC PATHS HE FORGED THROUGH HIS LINE AND ART ACROSS LATIN AMERICA, EUROPE AND NORTH AMERICA. IN ADDITION, THE MUSEUM WORKED ON THE CONSERVATION OF SEVERAL SCULPTURES THAT ARE INSTALLED IN THE SCULPTURE GARDEN AND IN THE FRONT OF THE MUSEUM. CONSERVATION ALSO BEGAN ON WORKS OF ART TO BE FEATURED IN FUTURE EXHIBITIONS, BOTH AT THE MUSEUM AND AT OTHER INSTITUTIONS. 763874 17449 PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCES, FILMS, EDUCATIONAL SEMINARS, CLASSES, LECTURES AND SYMPOSIA. IN FY23, THE MUSEUM CONTINUED COLLABORATIONS WITH LOCAL ARTS INSTITUTIONS, SUCH AS THE SAN DIEGO SHAKESPEARE SOCIETY AND THE SAN DIEGO OPERA. THESE PROGRAMS WERE OFFERED IN-PERSON AND THROUGH THE MUSEUM'S SOCIAL MEDIA AND YOUTUBE CHANNELS. THE MUSEUM CONTINUED ITS PARTNERSHIP WITH ART OF ELAN. THIS CONCERT SERIES AIMS TO BRING THE EXCITEMENT OF CLASSICAL MUSIC TO DIVERSE AUDIENCES THROUGH INNOVATIVE PROGRAMMING. THE MUSEUM'S EDUCATION DEPARTMENT IS EMBARKING ON PROVIDING PROGRAMMING UNDER THE VISION OF ART AND EMPATHY. THIS IS DESIGNED TO PROMOTE EQUITY AND INCLUSION TO ENSURE THE MUSEUM'S CONTINUED MISSION OF CONNECTING THE COMMUNITY TO ART. IN FY23, THERE WERE 16,750 PARTICIPANTS IN THE ART AND EMPATHY PROGRAMMING. 1940674 410689 OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE MUSEUM SERVED AN AUDIENCE OF APPROXIMATELY 434,000 VISITORS FROM LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES. THE MUSEUM PRODUCED TWO ISSUES OF ITS MEMBER'S MAGAZINE. IN ADDITION, THE MUSEUM PRODUCED A CATALOG TO ACCOMPANY THE O'KEEFFE AND MOORE EXHIBITION. THE MUSEUM WAS SUPPORTED BY APPROXIMATELY 7,000 MEMBERS DURING THE YEAR. 1940674 410689 9880128 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 69 0 109 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ANNA LUJAN 6192327931 PO BOX 122107 SAN DIEGO CA 92112 TAFFIN RAY PRESIDENT 1.00 X X 0 0 0 GITA KHADIRI VICE-PRESIDENT 1.00 X X 0 0 0 MICKI OLIN VICE-PRESIDENT 1.00 X X 0 0 0 TONI BLOOMBERG VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT DOTSON TREASURER 1.00 X X 0 0 0 MARTI ANDREWS SECRETARY 1.00 X X 0 0 0 ANALIA REGGIO TRUSTEE 1.00 X 0 0 0 ANTHONY BOGANEY TRUSTEE 1.00 X 0 0 0 ARMANDO IBARRA JR TRUSTEE 1.00 X 0 0 0 BARBARA KATZ TRUSTEE 1.00 X 0 0 0 BETTY ANN HOEHN TRUSTEE 1.00 X 0 0 0 BILL VANDEWEGHE TRUSTEE 1.00 X 0 0 0 CLAUDIO ROBERTSON TRUSTEE 1.00 X 0 0 0 DANIEL SWASBROOK TRUSTEE 1.00 X 0 0 0 DEMI ROGOZIENSKI TRUSTEE 1.00 X 0 0 0 DENISE ROGERS TRUSTEE 1.00 X 0 0 0 FRANK ROGOZIENSKI ASSISTANT SECRETARY 1.00 X 0 0 0 JACKI JOHNSON TRUSTEE 1.00 X 0 0 0 JAMES KINNEY TRUSTEE 1.00 X 0 0 0 JANICE LOWENBERG ASSISTANT TREASURER 1.00 X 0 0 0 JEANETTE FAVROT PETERSON TRUSTEE 1.00 X 0 0 0 JOAN FABIANO TRUSTEE 1.00 X 0 0 0 JOANIE O'LEARY TRUSTEE 1.00 X 0 0 0 JOYCE GATTAS TRUSTEE 1.00 X 0 0 0 KIM SOKOL FULLER TRUSTEE 1.00 X 0 0 0 LAURA EMBRY TRUSTEE 1.00 X 0 0 0 LESTER MACHADO TRUSTEE 1.00 X 0 0 0 MARIANELA DE LA HOZ TRUSTEE 1.00 X 0 0 0 MELINDA KIMBRO TRUSTEE 1.00 X 0 0 0 PAMELA GABRIEL TRUSTEE 1.00 X 0 0 0 PHYLLIS SPEER TRUSTEE 1.00 X 0 0 0 POLLY LIEW TRUSTEE 1.00 X 0 0 0 RACHEL INMON TRUSTEE 1.00 X 0 0 0 ROBIN WILSON CARRIER TRUSTEE 1.00 X 0 0 0 SUSAN URQUIDI TRUSTEE 1.00 X 0 0 0 VALERIE COOPER TRUSTEE 1.00 X 0 0 0 WEBSTER BUZZ KINNAIRD TRUSTEE 1.00 X 0 0 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 40.00 X 404265 0 35541 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 40.00 X 150963 0 27971 KARI KOVACH CHIEF OPERATING OFFICER 40.00 X 151767 0 13273 ANITA FELDMAN DD - CURATORIAL/EDUCATION 40.00 X 177401 0 17909 STACEY LOOMIS DIRECTOR - DEVELOPMENT 40.00 X 127527 0 16241 RONDA CLAIR DIRECTOR - HUMAN RESOURCES 40.00 X 120952 0 24874 1132875 0 135809 6 0 1 0 AO REED 4777 RUFFNER STREET SAN DIEGO CA 92186 REPAIR SERVICES 1572013 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 1190897 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING SERVICES 450000 PACIFIC EVENT PRODUCTIONS 6989 CORTE SANTA FE SAN DIEGO CA 92121 EVENT PRODUCTION 269062 THE IDEA BRAND DBA 62 ABOVE 302 WASHINGTON STREET 624 SAN DIEGO CA 92103 MARKETING AND PR 205134 9 1116381 719518 579819 3178006 235860 5593724 ADMISSIONS 712110 1949062 1949062 TRAVELING EXHIBITIONS 712110 848112 848112 OTHER RELATED INCOME 712110 68600 68600 CONCERTS/EDUCATION 712110 17449 17449 2883223 1395672 1395672 136185 0 136185 136185 136185 7235963 16672 6983661 0 252302 16672 268974 16672 252302 312350 719518 683111 -370761 -370761 654610 312521 342089 342089 CAFE COMMISSIONS 900099 237525 237525 PARTNERSHIP K-1'S UBI 900099 -36291 -36291 201234 10450340 3241984 -36291 1650923 1181132 280088 606069 294975 5075531 3166888 1630338 278305 144095 69797 62874 11424 715367 346511 312140 56716 336102 184587 119990 31525 18000 18000 540000 540000 235874 235874 849547 507732 272463 69352 347495 128153 207182 12160 188215 176941 6153 5121 56514 55427 163 924 1094152 1022338 58158 13656 96076 33459 44096 18521 127574 121042 5090 1442 508616 482575 20294 5747 411350 372600 29246 9504 ART ACQUISITIONS 900648 900648 0 0 FREIGHT 865598 865598 0 0 FEES AND HONORARIUMS 690184 599272 36772 54140 REPAIRS/MAINTENENCE 379191 18380 360811 0 821956 548092 259633 14231 15583217 9880128 4285346 1417743 1618464 2556291 5232013 3167446 1413245 557457 108640 346230 111928 130479 36241 42518 12706569 7306088 4944965 5400481 40880270 38038411 24491854 28222868 65211 287159 78902831 78749340 1833439 2176902 2757 2757 133910 83693 5700000 5937225 7670106 8200577 X 48652257 47993080 22580468 22555683 71232725 70548763 78902831 78749340 X -5132877 4390818 58097 X 0 1 X 1 0 X 7589849 3535082 4055427 6433773 5593724 27207855 7589849 3535082 4055427 6433773 5593724 27207855 3387670 23820185 1744344 1386206 1059533 1367404 1531857 7089344 1379 993 39771 7502 0 49645 34346844 10873153 0.69350 0.67210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 18000 0 0 18000 0 PART II-B, LINE 1: CALIFORNIA STRATEGIES & ADVOCACY, LLC PROVIDES GOVERNMENTAL AFFAIRS, ADVOCACY AND RELATED SERVICES TO THE MUSEUM'S PLANS TO RENOVATE AND EXPAND ITS FACILITIES IN BALBOA PARK. THIS INCLUDES THE CREATION/IMPLEMENTATION OF A PUBLIC AFFAIRS STRATEGY; ENGAGING STAKEHOLDERS FROM THE CITY OF SAN DIEGO, THE COMMUNITY, AND BUSINESSES TO GARNER SUPPORT FOR THE CLIENT'S PROJECT; MONITOR CITY, STAKEHOLDER AND OTHER ACTIVITIES THAT MIGHT IMPACT THE CLIENT'S INTERESTS; AND PROVIDE TIMELY REPORTS TO CLIENT AS NEEDED. X X X X 0 68106364 14908 6040649 7043181 235874 66882866 85325460 183185 -11618351 5485875 298055 68106364 68803350 203939 21987246 5374533 294542 85325460 70261653 897968 2002414 4102000 256685 68803350 70186893 200000 3747559 3637182 235617 70261653 0.71000 0.14000 0.15000 0 0 3378554 3378554 0 7385552 3728749 3656803 299262 198785 100477 1643201 1643201 5400481 ALTERNATIVE INVESTMENTS - PRIVATE EQUITY FUNDS 27234298 F BENEFICIAL INTEREST IN ASSETS HELD AT THE SAN DIEGO FOUNDATION 988570 F 28222868 DEMAND CERTIFICATES 5700000 OPERATING LEASE LIABILITIES 237225 5937225 X 15352317 4390818 5825 704917 5101560 10250757 235874 -36291 199583 10450340 16036279 5825 683111 688936 15347343 235874 235874 15583217 PART III, LINE 1A: THE MUSEUM MAINTAINS COLLECTIONS OF ART THAT ARE SIGNIFICANT IN RELATION TO ITS TOTAL ASSETS. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED OR RECOGNIZED AS REVENUES OR GAINS PROVIDED THAT SUCH DONATIONS ARE ADDED TO COLLECTIONS AND ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. THE MUSEUM EMPLOYS CURATORS TO ENSURE THAT THE COLLECTIONS ARE PROTECTED AND PRESERVED. PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO HELP FUND OPERATIONS AND FOR ART ACQUISITION. PART X, LINE 2: THE MUSEUM FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE MUSEUM RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUSTS 21,806. SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 683,111. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI -36,291. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 683,111. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATION CONSULTATION FEE, TOUR GUIDE SERVICES, CATERING 26285 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ART, MUSEUM STORE MERCHANDISE, EXHIBITION FEES, LECTURE HONORARIUM 834442 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MUSEUM STORE MERCHANDISE 1033 0 0 0 0 0 0 861760 0 861760 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 1 COMMUNITY COUNSELLING SERVICE COLLC 100 SPECTRUM CENTER DRIVE SUITE 12 IRVINE CA 92618 CAMPAIGN 0 532581 540000 -7419 532581 540000 -7419 CA ART ALIVE 1031868 719518 312350 158681 524430 1031868 719518 312350 158681 524430 683111 -370761 X X X X X 0 0 0 0 0 0 0 0 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 404265 0 0 0 0 0 10675 0 24866 0 439806 0 0 0 ANITA FELDMAN DD - CURATORIAL/EDUCATION 177401 0 0 0 0 0 6224 0 11685 0 195310 0 0 0 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 150963 0 0 0 0 0 5395 0 22576 0 178934 0 0 0 KARI KOVACH CHIEF OPERATING OFFICER 151767 0 0 0 0 0 5336 0 7937 0 165040 0 0 0 PART I, LINE 3 THE MUSEUM HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS AND APPROVES COMPENSATION PACKAGES EACH YEAR FOR THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND THE DEPUTY DIRECTOR OF CURATORIAL AFFAIRS AND EDUCATION. THIS COMMITTEE IS COMPRISED OF BOARD MEMBERS, WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THIS MATTER. TO ASSESS COMPENSATION LEVELS AND DETERMINE IF THEY ARE COMPETITIVE AND NOT EXCESSIVE, THE COMMITTEE EXAMINES COMPENSATION DATA FROM COMPARABLE INSTITUTIONS, INCLUDING BUT NOT LIMITED TO OTHER 501(C)(3) ORGANIZATIONS IN THE REGION, REGIONAL FOR-PROFIT COMPENSATION STATISTICS, AND COMPENSATION REPORTS REGARDING THE MUSEUM INDUSTRY IN GENERAL. THE COMMITTEE PREPARES AND KEEPS MINUTES OF ALL DELIBERATIONS. X 157 0 SEE STATEMENT X 3 140069 FAIR MARKET VALUE X FOOD AND BEVERAGES 29 78391 FAIR MARKET VALUE X FLORALS 1 17400 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: WORKS OF ART WERE REPORTED AT ZERO VALUE ON FORM 990 PART VIII, STATEMENT OF REVENUE, LINE 1G, PER GAAP THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS116. FORM 990, PART VI, SECTION A, LINE 2 DEMI ROGOZIENSKI AND FRANK ROGOZIENSKI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES). A FINAL COPY OF THE FORM 990 IS GIVEN TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM HAS A CONFLICT OF INTEREST POLICY AS SECTION 3.3 OF ITS POLICY MANUAL AND WITHIN ITS CODE OF ETHICS. ALL NEW HIRES ARE GIVEN A COPY OF THE POLICY MANUAL AND CODE OF ETHICS AS PART OF THE ORIENTATION PROCESS AND ALL MUST SIGN AN ACKNOWLEDGEMENT FORM UPON RECEIPT OF THESE DOCUMENTS. FURTHER, THE MUSEUM IMPLEMENTED AN ANNUAL DISCLOSURE PRACTICE; EMPLOYEES ARE ASKED TO COMPLETE AN UPDATED CONFLICT OF INTEREST FORM EACH YEAR. TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH BOARD YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS AND APPROVES COMPENSATION PACKAGES EACH YEAR FOR THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND THE DEPUTY DIRECTOR OF CURATORIAL AFFAIRS AND EDUCATION. THIS COMMITTEE IS COMPRISED OF BOARD MEMBERS, WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THIS MATTER. TO ASSESS COMPENSATION LEVELS AND DETERMINE IF THEY ARE COMPETITIVE AND NOT EXCESSIVE, THE COMMITTEE EXAMINES COMPENSATION DATA FROM COMPARABLE INSTITUTIONS, INCLUDING BUT NOT LIMITED TO OTHER 501(C)(3)ORGANIZATIONS IN THE REGION, REGIONAL FOR-PROFIT COMPENSATION STATISTICS, AND COMPENSATION REPORTS REGARDING THE MUSEUM INDUSTRY IN GENERAL. THE COMMITTEE PREPARES AND KEEPS MINUTES OF ALL DELIBERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS AND THE 990/990-T ARE AVAILABLE ON THE WEBSITE AND ARE MAILED UPON REQUEST. OTHER DOCUMENTS ARE NOT POSTED FOR PUBLIC ACCESS. FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE REMAINDER TRUSTS 21,806. GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S UBI 36,291.