SAN DIEGO MUSEUM OF ART: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO MUSEUM OF ART (EIN 95-1696715)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202501289349304280
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T19:01:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 WRIGHT PLACE 180 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951696715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO MUSEUM OF ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192327931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN ZISKO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6192327931 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA D SMITH CPA | PreparerPersonNm |
| PTIN | P00646873 | PTIN |
| Phone | 7604318440 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROXANA VELASQUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,222,370 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDMART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Total Volunteers | 503 | TotalVolunteersCnt |
| Total Gross UBI | -$36,396 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,593,724 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,556,507 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,883,223 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,664,199 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,664,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,058,504 | CYInvestmentIncomeAmt |
| PY Other Revenue | $308,747 | PYOtherRevenueAmt |
| CY Other Revenue | $699,017 | CYOtherRevenueAmt |
| PY Total Revenue | $10,450,340 | PYTotalRevenueAmt |
| CY Total Revenue | $17,978,227 | 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 | $7,452,227 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,311,883 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $540,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $540,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,527,585 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,590,990 | PYOtherExpensesAmt |
| CY Other Expenses | $7,380,881 | CYOtherExpensesAmt |
| PY Total Expenses | $15,583,217 | PYTotalExpensesAmt |
| CY Total Expenses | $17,232,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,132,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $745,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,749,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,257,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,200,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,705,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,548,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,552,018 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,681,475 | ExpenseAmt |
| Revenue | $2,492,556 | RevenueAmt |
| Desc | EXHIBITIONS: THE MUSEUM PRESENTED A BROAD RANGE OF EXHIBITIONS DURING THE YEAR, BOTH AT THE SDMA AND MOPA SPACE. THESE WERE CREATED FROM THE MUSEUM'S OWN COLLECTION, AS WELL AS BORROWED FROM OTHER MUSEUMS AND LENDERS. EXHIBITIONS INCLUDED O'KEEFFE AND MOORE, KOREA IN COLOR, JAMES BALOG: PHOTOGRAPHS FROM THE ANTHROPOCENE, AGENTS OF POWER: BODY ADORNMENT IN AFRICAN ART, STORYTELLER: WORK BY HOLLY ROBERTS, AND ART OF THE AMERICAS.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.KOREA IN COLOR INVITES VISITORS TO ENCOUNTER THE ROLE ART ONCE PLAYED IN EVERYDAY KOREAN LIFE ACROSS FOUR THEMES RELATED TO A TRADITIONAL KOREAN HOUSE: PROTECTION AND WARDING OFF EVIL SPIRITS AT THE AT THE DOORSTEP SYMBOLS OF ABUNDANCE AND LONGEVITY IN THE GARDEN, SCHOLARLY OBJECTS AND BOOKS IN THE STUDY, AND THE APPRECIATION OF MAJESTIC MOUNTAINS. THE FOUR EXHIBITION SECTIONS ARE ORGANIZED AROUND CORE ELEMENTS OF TRADITIONAL KOREAN PAINTING: BYEOKSA, GILSANG, GYOHUN, AND GAMSANG.JAMES BALOG: PHOTOS FROM THE ANTHROPOCENE PROVIDES AND ALL-ENCOMPASSING VISUAL EXPLORATION OF HUMAN'S IMPACT ON PLANET EARTH. SPANNING DECADES OF WORK ACROSS MORE THAN A MILLION MILES OF TRAVEL, BALOG'S PHOTOGRAPHS TRACE THE CURRENT EPOCH OF GEOLOGICAL TIME, KNOWS AS THE "ANTHROPOCENE" TO REFLECT THE PERVASIVE ROLE PEOPLE HAVE PLAYED IN SHAPING THE ENVIRONMENT. THE EXHIBITION TOUCHES ON MANY INTERCONNECTED ISSUES: CLIMATE CHANGE, MELTING GLACIERS, RISING SEAS, WILDFIRES, AIR QUALITY DEGRADED BY WILDFIRE SMOKE, UNUSUALLY FEROCIOUS STORMS AND FLOODS, OCEAN WARMING, ENDANGERED WILDLIFE, AND DEFORESTATION. THROUGH HIS RIVETING IMAGERY, BALOG DELIVERS A BOTH A PERSONAL EXPRESSION OF HIS ARTISTIC PERSPECTIVE OF THIS TIME PERIOD AS WELL AS A MESSAGE TO HUMANITY ABOUT THE NEED TO REFLECT ON ITS RELATIONSHIP AND RESPONSIBILITIES TO THE CHANGING EARTH.AGENTS OF POWER: BODY ADORNMENT IN AFRICAN ART: THIS EXHIBIT HIGHLIGHTS THE RICH AND DIVERSE BODY ADORNMENT TRADITIONS AMONG PEOPLES ACROSS THE AFRICAN CONTINENT. THROUGH A SELECTION OF MAASAI, CHOKWE, ZULU, AND XHOSA WORKS FROM THE SAN DIEGO MESA COLLEGE WORLD ART COLLECTION AND THE SAN DIEGO MUSEUM OF ART, THIS EXHIBITION EXAMINES HOW ART THAT REPRESENTS THE BODY OR IS MEANT TO BE WORN ON THE BODY SERVES AS AN AGENT OF POWER. STORYTELLER: WORK BY HOLLY ROBERTS IS A SURVEY OF 60 WORKS OF ART WHICH TRACES THE CAREER OF HOLLY ROBERTS OVER MORE THAN FOUR DECADES, FROM THE 1980'S THROUGH TODAY. THESE WORKS DEFY BOUNDARIES BETWEEN ARTISTIC MEDIA, MIXING PAINTING WITH PHOTOGRAPHY. THE EXHIBITIONS CHRONOLOGICAL ARRANGEMENT ALLOWED VISITORS TO SEE THE EVOLUTION OF HER TECHNIQUES AND VIEWPOINTS, EVEN AS THE NATURAL THEMES AND NARRATIVE ELEMENT REMAIN CONSISTENT THROUGHOUT THE YEARS. CHALLENGING VIEWERS TO RETHINK THE MEANING OF A PHOTOGRAPH AND TO MOVE AWAY FROM WHAT A PHOTOGRAPH SHOULD BE AND TOWARD THE POSSIBILITIES OF WHAT IT COULD BE, ROBERTS EMERGED AS A TRANSFORMATIVE ARTIST WITH AN ENDURING LEGACY.ART OF THE AMERICAS SHOWCASED WORKS CREATED THROUGHOUT THE AMERICAS FROM THE 20TH AND 21ST CENTURIES. THE PRESENTATION SPANNED A DIVERSE ARRAY OF PERSPECTIVES, MEDIA, AND ARTISTIC APPROACHED, ALL DELVING INTO CORE QUESTIONS ABOUT THE HUMAN EXPERIENCE. HIGHLIGHTS OF THIS INSTALLATION INCLUDED WORK FROM THE MUSEUM'S COLLECTION WHICH WERE ON DISPLAY FOR THE FIRST TIME AS WELL AS LOANS FROM THE ART BRIDGES FOUNDATION WHICH WILL ROTATE INTO THE EXHIBITION, BEGINNING WITH A PAINTING BY MEXICAN ICON, RUFINO TAMAYO.THE MUSEUM PRESENTED SMALLER EXHIBITIONS IN ITS PERMANENT COLLECTION GALLERIES, SUCH AS JASPER JOHNS: WORKS ON PAPER, BERENICE ABBOTT: CHANGING NEW YORK, THE ARTIST SPEAKS: CARA ROMERO, CARLO MIRANDA. IN SEARCH OF SONDER, AND PEARLS FROM THE OCEAN OF CONTENTMENT, 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 77,000 DOWNLOADS AND INCLUDES 20 AUGMENTED REALITY EXPERIENCES, 742 AUDIO STOPS AND 124 VIDEOS. IN FY24, THE APP WAS USED OFFSITE IN 29 STATES AND 63 COUNTRIES. THESE DIVERSE EXHIBITIONS AND THEIR COMPLEMENTARY PROGRAMS RESULTED IN THE MUSEUM WELCOMING APPROXIMATELY 500,000 VISITORS IN FISCAL YEAR 2024. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,210 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 2024, THE MUSEUM ACQUIRED SHADI YOUSEFIAN'S FADING MEMORIES. THIS PIECE DRAWS FROM THE IDEA THAT MEMORY IS ESSENTIAL TO OUR UNDERSTANDING OF OUR PRESENT AND THAT ONE HAS TO LET GO OF THE PAST IN ORDER TO BE FULLY ENGAGED IN THE PRESENT. IN ADDITION, CONSERVATION BEGAN ON WORKS OF ART TO BE FEATURED IN FUTURE EXHIBITIONS, BOTH AT THE MUSEUM AND AT OTHER INSTITUTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,391,576 | ExpenseAmt |
| Revenue | $171,643 | RevenueAmt |
| Desc | PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCES, FILMS, EDUCATIONAL SEMINARS, CLASSES, FAMILY DAYS, AND LECTURES AND SYMPOSIA. IN FY 24, THE MUSEUM HOSTED SEVERAL FILM FESTIVALS IN THE MOPA SPACE INCLUDING THE SAN DIEGO INTERNATIONAL FILM FESTIVAL AND THE SAN DIEGO ASIAN FILM FESTIVAL IN ADDITION, THE MUSEUM SPONSORED A DOZEN OUTREACH PROGRAMS WITHIN THE COMMUNITY. MORE THAN 25,000 VISITORS PARTICIPATED IN THESE PROGRAMS THROUGHOUT THE YEAR. MANY OF THESE PROGRAMS WERE FREE OF CHARGE OR INCLUDED IN THE PRICE OF ADMISSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,201,774 | ExpenseAmt |
| Revenue | $368,489 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE MUSEUM SERVED AN AUDIENCE OF APPROXIMATELY 503,000 VISITORS FROM LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES. THE MUSEUM PRODUCED TWO ISSUES OF ITS MEMBER'S MAGAZINE. THE MUSEUM WAS SUPPORTED BY APPROXIMATELY 6,400 MEMBERS DURING THE YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,201,774 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $368,489 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,324,035 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | Yes (1) | 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 | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 98 | 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 | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | ANNA LUJAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192327931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122107 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KIM SOKOL FULLER | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TONI BLOOMBERG | |||||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TAFFIN RAY | |||||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES KINNEY | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICKI OLIN | |||||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DOTSON | |||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RACHEL INMON | |||||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GITA KHADIRI | |||||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BLASGEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN URQUIDI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RORY BROWN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD OPPER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RHIANNA WHITE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| POLLY LIEW | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHYLLIS SPEER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE MCGRATH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELL GALLAHUE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIANELA DE LA HOZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LESTER MACHADO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA GABRIEL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA RAMSEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA EMBRY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEN CARIFFE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WEBSTER BUZZ KINNAIRD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOYCE GATTAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE COOPER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN CLARE KESSLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JON DOELLSTEDT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELAINE BECERRA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANICE LOWENBERG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FERNANDO CASASEMPERE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANETTE FAVROT PETERSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAIMI LOMAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACKI JOHNSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK ROGOZIENSKI | |||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER FINDLEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENISE ROGERS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOANIE O'LEARY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WHITNEY SKALA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEMI ROGOZIENSKI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLAUDIO ROBERTSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL VANDEWEGHE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTURO RODRIGUEZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARMANDO IBARRA JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY BOGANEY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN FABIANO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANALIA REGGIO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KARI KOVACH | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $183,337 | $0 | $15,015 | ||||
| ROXANA VELASQUEZ | |||||||||
| EXECUTIVE DIRECTOR & CEO | 40.00 | Yes (X) | $484,480 | $0 | $39,642 | ||||
| DONNA DOMINIAK | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $183,691 | $0 | $30,632 | ||||
| DAN ZISKO | |||||||||
| DEFACTO OFFICER CFO | 0.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |||
| ANITA FELDMAN | |||||||||
| DD - CURATORIAL/EDUCATION | 40.00 | $204,474 | $0 | $19,754 | Yes (X) | ||||
| STACEY LOOMIS | |||||||||
| DIRECTOR - DEVELOPMENT | 40.00 | $161,038 | $0 | $18,027 | Yes (X) | ||||
| RONDA CLAIR | |||||||||
| DIRECTOR - HUMAN RESOURCES | 40.00 | $145,114 | $0 | $35,474 | Yes (X) | ||||
| JOSHUA CULVER | |||||||||
| DIRECTOR OF SECURITY AND OPERATIONS | 40.00 | $108,581 | $0 | $27,340 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,470,715 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 31001-2374 | PASADENA | CA | 911102374 | SECURITY SERVICES | $1,763,341 |
| LPA INC | |||||
| 2765 TRUXTON RD | SAN DIEGO | CA | 92106 | ARCHITECTURE SERVICES | $1,095,549 |
| COMMUNITY COUNSELLING SERVICE CO LLC | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 191824885 | CONSULTING SERVICES | $541,595 |
| AO REED | |||||
| 4777 RUFFNER STREET | SAN DIEGO | CA | 92186 | REPAIR SERVICES | $524,801 |
| MASTERPIECE INTERNATIONAL LTD LLC | |||||
| PO BOX 735614 | CHICAGO | IL | 606735614 | SHIPPING SERVICES | $276,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,137,624 | MembershipDuesAmt |
| Fundraising | $796,081 | FundraisingAmt |
| Government Grants | $529,355 | GovernmentGrantsAmt |
| All Other Contributions | $7,093,447 | AllOtherContributionsAmt |
| Noncash Contributions | $391,476 | NoncashContributionsAmt |
| Total Contributions | $9,556,507 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 712110 | $1,556,944 | $1,556,944 |
| TRAVELING EXHIBITIONS | 712110 | $935,612 | $935,612 |
| CONCERTS/EDUCATION/EVENTS | 712110 | $171,643 | $171,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,664,199 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,845,481 | TotalRevenueColumnAmt |
| Exclusion | $1,845,481 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $283,467 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $283,467 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,467 | TotalRevenueColumnAmt |
| Exclusion | $283,467 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,445,845 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,232,822 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,213,023 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,213,023 | TotalRevenueColumnAmt |
| Exclusion | $3,213,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $288,510 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $796,081 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $695,235 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$406,725 | TotalRevenueColumnAmt |
| Exclusion | -$406,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $684,575 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $316,086 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,489 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368,489 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAFE COMMISSIONS | 900099 | $260,182 | $260,182 | |
| INSURANCE REIMBURSEMENT | 900999 | $230,000 | $230,000 | |
| PARTNERSHIP K-1'S UBI | 900099 | -$36,396 | -$36,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $453,786 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,978,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,032,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$36,396 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,425,428 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117,833 | TotalAmt |
| Program Services | $266,756 | ProgramServicesAmt |
| Management And General | $542,580 | ManagementAndGeneralAmt |
| Fundraising | $308,497 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,710,331 | TotalAmt |
| Program Services | $4,418,524 | ProgramServicesAmt |
| Management And General | $1,982,261 | ManagementAndGeneralAmt |
| Fundraising | $309,546 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,332 | TotalAmt |
| Program Services | $101,849 | ProgramServicesAmt |
| Management And General | $72,193 | ManagementAndGeneralAmt |
| Fundraising | $13,290 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,424 | TotalAmt |
| Program Services | $477,583 | ProgramServicesAmt |
| Management And General | $338,525 | ManagementAndGeneralAmt |
| Fundraising | $62,316 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,963 | TotalAmt |
| Program Services | $255,169 | ProgramServicesAmt |
| Management And General | $128,451 | ManagementAndGeneralAmt |
| Fundraising | $34,343 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,000 | TotalAmt |
| Fundraising | $540,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,248 | TotalAmt |
| Management And General | $459,248 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390,203 | TotalAmt |
| Program Services | $664,117 | ProgramServicesAmt |
| Management And General | $544,033 | ManagementAndGeneralAmt |
| Fundraising | $182,053 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,288 | TotalAmt |
| Program Services | $121,420 | ProgramServicesAmt |
| Management And General | $255,101 | ManagementAndGeneralAmt |
| Fundraising | $8,767 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,182 | TotalAmt |
| Program Services | $162,649 | ProgramServicesAmt |
| Management And General | $7,237 | ManagementAndGeneralAmt |
| Fundraising | $12,296 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,444 | TotalAmt |
| Program Services | $61,970 | ProgramServicesAmt |
| Management And General | $474 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,956 | TotalAmt |
| Program Services | $1,146,138 | ProgramServicesAmt |
| Management And General | $68,176 | ManagementAndGeneralAmt |
| Fundraising | $13,642 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,420 | TotalAmt |
| Program Services | $122,989 | ProgramServicesAmt |
| Management And General | $42,271 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,703 | TotalAmt |
| Program Services | $138,243 | ProgramServicesAmt |
| Management And General | $5,814 | ManagementAndGeneralAmt |
| Fundraising | $1,646 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,898 | TotalAmt |
| Program Services | $683,040 | ProgramServicesAmt |
| Management And General | $28,723 | ManagementAndGeneralAmt |
| Fundraising | $8,135 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,973 | TotalAmt |
| Program Services | $381,499 | ProgramServicesAmt |
| Management And General | $37,750 | ManagementAndGeneralAmt |
| Fundraising | $13,724 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS/MAINTENENCE | $495,332 | $19,548 | $475,784 | $0 |
| FREIGHT | $487,238 | $487,238 | $0 | $0 |
| FEES AND HONORARIUMS | $363,346 | $325,019 | $34,510 | $3,817 |
| EQUIPMENT/RENTAL/TOOLS | $300,673 | $237,447 | $59,913 | $3,313 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,977 | TotalAmt |
| Program Services | $252,837 | ProgramServicesAmt |
| Management And General | $238,100 | ManagementAndGeneralAmt |
| Fundraising | $12,040 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,232,764 | TotalAmt |
| Program Services | $10,324,035 | ProgramServicesAmt |
| Management And General | $5,381,144 | ManagementAndGeneralAmt |
| Fundraising | $1,527,585 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,556,291 | BOYAmt |
| EOY | $4,097,620 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167,446 | BOYAmt |
| EOY | $3,630,797 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,457 | BOYAmt |
| EOY | $1,062,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,230 | BOYAmt |
| EOY | $464,903 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,479 | BOYAmt |
| EOY | $114,299 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,518 | BOYAmt |
| EOY | $50,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,575,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,758,681 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,400,481 | BOYAmt |
| EOY | $10,817,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,038,411 | BOYAmt |
| EOY | $38,365,339 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,222,868 | BOYAmt |
| EOY | $26,436,885 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,159 | BOYAmt |
| EOY | $217,332 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,749,340 | BOYAmt |
| EOY | $85,257,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,902 | BOYAmt |
| EOY | $1,792,341 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,757 | BOYAmt |
| EOY | $3,584 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,693 | BOYAmt |
| EOY | $33,477 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,937,225 | BOYAmt |
| EOY | $5,875,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,200,577 | BOYAmt |
| EOY | $7,705,001 | 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 | $47,993,080 | BOYAmt |
| EOY | $51,382,111 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,555,683 | BOYAmt |
| EOY | $26,169,907 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,548,763 | BOYAmt |
| EOY | $77,552,018 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,749,340 | BOYAmt |
| EOY | $85,257,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $745,463 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,720,029 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,537,763 | 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 | $3,535,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,055,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,433,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,593,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,556,507 | CurrentTaxYearAmt |
| Total | $29,174,513 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,535,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,055,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,433,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,593,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,556,507 | CurrentTaxYearAmt |
| Total | $29,174,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,096,529 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,077,984 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,386,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,059,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,367,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,531,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,128,948 | CurrentTaxYearAmt |
| Total | $7,473,948 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $48,266 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,696,727 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,679,976 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,882,866 | BeginningYearBalanceAmt |
| Contributions | $1,661,867 | ContributionsAmt |
| Investment Earnings Or Losses | $7,789,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,150,000 | OtherExpendituresAmt |
| Administrative Expenses | $459,248 | AdministrativeExpensesAmt |
| End Year Balance | $65,725,155 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,106,364 | BeginningYearBalanceAmt |
| Contributions | $14,908 | ContributionsAmt |
| Investment Earnings Or Losses | $6,040,649 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,043,181 | OtherExpendituresAmt |
| Administrative Expenses | $235,874 | AdministrativeExpensesAmt |
| End Year Balance | $66,882,866 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,325,460 | BeginningYearBalanceAmt |
| Contributions | $183,185 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,618,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,485,875 | OtherExpendituresAmt |
| Administrative Expenses | $298,055 | AdministrativeExpensesAmt |
| End Year Balance | $68,106,364 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,803,350 | BeginningYearBalanceAmt |
| Contributions | $203,939 | ContributionsAmt |
| Investment Earnings Or Losses | $21,987,246 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,374,533 | OtherExpendituresAmt |
| Administrative Expenses | $294,542 | AdministrativeExpensesAmt |
| End Year Balance | $85,325,460 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,261,653 | BeginningYearBalanceAmt |
| Contributions | $897,968 | ContributionsAmt |
| Investment Earnings Or Losses | $2,002,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,102,000 | OtherExpendituresAmt |
| Administrative Expenses | $256,685 | AdministrativeExpensesAmt |
| End Year Balance | $68,803,350 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,378,554 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,378,554 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,096,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,239,987 | DepreciationAmt |
| Book Value | $4,856,326 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,605 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,140 | DepreciationAmt |
| Book Value | $74,465 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,886,310 | OtherCostOrOtherBasisAmt |
| Book Value | $5,886,310 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,817,101 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS - PRIVATE EQUITY FUNDS | $25,378,716 | F |
| BENEFICIAL INTEREST IN ASSETS HELD AT THE SAN DIEGO FOUNDATION | $1,058,169 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,436,885 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEMAND CERTIFICATES | $5,700,000 |
| OPERATING LEASE LIABILITIES | $175,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,875,599 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,008,958 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,720,029 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $733,554 | OtherRevenueAmt |
| Revenue Not Reported | $3,453,583 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,555,375 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $459,248 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$36,396 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $422,852 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,978,227 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,468,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $695,235 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $695,235 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,773,516 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $459,248 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $459,248 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,232,764 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2024 AND 2023 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CHARITABLE REMAINDER TRUSTS 38,319. SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 695,235. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI -36,396. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 695,235. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | EDUCATION CONSULTATION FEE, TOUR GUIDE SERVICES, CATERING | $19,108 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | ART, MUSEUM STORE MERCHANDISE, EXHIBITION FEES, LECTURE HONORARIUM | $3,175,883 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | MUSEUM STORE MERCHANDISE | $22,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,217,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,217,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELLING SERVICE COLLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SPECTRUM CENTER DRIVE SUITE 12 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,418,028 | GrossReceiptsAmt |
| Retained By Contractor | $540,000 | RetainedByContractorAmt |
| Net To Organization | $1,878,028 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,418,028 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $540,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,878,028 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ART ALIVE | Event1Nm |
| Gross Receipts Event1 | $1,084,591 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $796,081 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $288,510 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $77,477 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $130,798 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $486,960 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,084,591 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $796,081 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $288,510 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $77,477 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $130,798 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $486,960 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $695,235 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$406,725 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROXANA VELASQUEZ | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $484,480 | $0 | $0 | $0 | $0 | $0 | $11,550 | $0 | $28,092 | $0 | $524,122 | $0 | $0 | $0 |
| ANITA FELDMAN | ||||||||||||||
| DD - CURATORIAL/EDUCATION | $204,474 | $0 | $0 | $0 | $0 | $0 | $7,172 | $0 | $12,582 | $0 | $224,228 | $0 | $0 | $0 |
| DONNA DOMINIAK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $183,691 | $0 | $0 | $0 | $0 | $0 | $6,504 | $0 | $24,128 | $0 | $214,323 | $0 | $0 | $0 |
| KARI KOVACH | ||||||||||||||
| CHIEF OPERATING OFFICER | $183,337 | $0 | $0 | $0 | $0 | $0 | $6,442 | $0 | $8,573 | $0 | $198,352 | $0 | $0 | $0 |
| RONDA CLAIR | ||||||||||||||
| DIRECTOR - HUMAN RESOURCES | $145,114 | $0 | $0 | $0 | $0 | $0 | $5,194 | $0 | $30,280 | $0 | $180,588 | $0 | $0 | $0 |
| STACEY LOOMIS | ||||||||||||||
| DIRECTOR - DEVELOPMENT | $161,038 | $0 | $0 | $0 | $0 | $0 | $5,760 | $0 | $12,267 | $0 | $179,065 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 125 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE STATEMENT | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $308,746 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD AND BEVERAGES | 28 | $71,587 | FAIR MARKET VALUE |
| Yes (X) | FLORALS | 3 | $11,143 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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, LINE 33: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ON JULY 1, 2023 THE SAN DIEGO MUSEUM OF ART AND (SDMA) MUSEUM OF PHOTOGRAPHIC ARTS (MOPA) MERGED INTO ONE ENTITY, MOPA AND SDMA, AS NON-PROFIT CULTURAL INSTITUTIONS IN BALBOA PARK, ARE BOTH COMMITTED TO INSPIRING AND EDUCATING THROUGH THE COLLECTION AND PRESENTATION OF THE FINEST EXAMPLES OF ART. THE MISSION STATEMENTS OF SDMA AND MOPA REFLECT THE FACT THAT THE TWO INSTITUTIONS HAVE, THROUGHOUT THEIR ORGANIZATIONAL LIFETIMES, SHARED COMMON GOALS AND ASPIRATIONS. THE SAN DIEGO MUSEUM OF ART WILL NOW HOUSE A NEW DEPARTMENT CALLED THE MUSEUM OF PHOTOGRAPHIC ARTS AT THE SAN DIEGO MUSEUM OF ART, FOCUSED SOLELY ON PHOTOGRAPHIC ARTS. MOPA'S EXISTING COLLECTION WILL JOIN SDMA'S COLLECTION, PROVIDING VISITORS WITH A MORE COMPREHENSIVE VIEW OF THE ART FORM. |
| 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 38,319. GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S UBI 36,396. TRANSFER OF NET ASSETS, MOPA 3,463,048. |