2025-05-08T19:01:15-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 DAN ZISKO CFO 6192327931 2025-05-07 1 1 DEBRA D SMITH CPA P00646873 7604318440 2025-05-07 2023 2025-03-06 01:10:19Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 26222370 0 X WWW.SDMART.ORG X 1935 CA TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 47 47 98 503 -36396 0 5593724 9556507 2883223 2664199 1664646 5058504 308747 699017 10450340 17978227 0 0 0 0 7452227 9311883 540000 540000 1527585 7590990 7380881 15583217 17232764 -5132877 745463 78749340 85257019 8200577 7705001 70548763 77552018 X TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 1 0 6681475 2492556 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. 49210 0 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. 1391576 171643 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. 2201774 368489 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. 2201774 368489 10324035 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 87 0 98 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 47 47 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 KIM SOKOL FULLER SECRETARY 1.00 X X 0 0 0 TONI BLOOMBERG VICE-PRESIDENT 1.00 X X 0 0 0 TAFFIN RAY PAST PRESIDENT 1.00 X X 0 0 0 JAMES KINNEY TREASURER 1.00 X X 0 0 0 MICKI OLIN VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT DOTSON PRESIDENT 1.00 X X 0 0 0 RACHEL INMON VICE-PRESIDENT 1.00 X X 0 0 0 GITA KHADIRI VICE-PRESIDENT 1.00 X X 0 0 0 MICHAEL BLASGEN TRUSTEE 1.00 X 0 0 0 SUSAN URQUIDI TRUSTEE 1.00 X 0 0 0 RORY BROWN TRUSTEE 1.00 X 0 0 0 RICHARD OPPER TRUSTEE 1.00 X 0 0 0 RHIANNA WHITE TRUSTEE 1.00 X 0 0 0 POLLY LIEW TRUSTEE 1.00 X 0 0 0 PHYLLIS SPEER TRUSTEE 1.00 X 0 0 0 LAURIE MCGRATH TRUSTEE 1.00 X 0 0 0 MELL GALLAHUE TRUSTEE 1.00 X 0 0 0 MARIANELA DE LA HOZ TRUSTEE 1.00 X 0 0 0 LESTER MACHADO TRUSTEE 1.00 X 0 0 0 PAMELA GABRIEL TRUSTEE 1.00 X 0 0 0 LAURA RAMSEY TRUSTEE 1.00 X 0 0 0 LAURA EMBRY TRUSTEE 1.00 X 0 0 0 KEN CARIFFE TRUSTEE 1.00 X 0 0 0 WEBSTER BUZZ KINNAIRD TRUSTEE 1.00 X 0 0 0 JOYCE GATTAS TRUSTEE 1.00 X 0 0 0 VALERIE COOPER TRUSTEE 1.00 X 0 0 0 ANN CLARE KESSLER TRUSTEE 1.00 X 0 0 0 JON DOELLSTEDT TRUSTEE 1.00 X 0 0 0 ELAINE BECERRA TRUSTEE 1.00 X 0 0 0 JANICE LOWENBERG TRUSTEE 1.00 X 0 0 0 FERNANDO CASASEMPERE TRUSTEE 1.00 X 0 0 0 JEANETTE FAVROT PETERSON TRUSTEE 1.00 X 0 0 0 JAIMI LOMAS TRUSTEE 1.00 X 0 0 0 JACKI JOHNSON TRUSTEE 1.00 X 0 0 0 FRANK ROGOZIENSKI ASSISTANT SECRETARY 1.00 X 0 0 0 JENNIFER FINDLEY TRUSTEE 1.00 X 0 0 0 DENISE ROGERS TRUSTEE 1.00 X 0 0 0 JOANIE O'LEARY TRUSTEE 1.00 X 0 0 0 WHITNEY SKALA TRUSTEE 1.00 X 0 0 0 DEMI ROGOZIENSKI TRUSTEE 1.00 X 0 0 0 CLAUDIO ROBERTSON TRUSTEE 1.00 X 0 0 0 BILL VANDEWEGHE TRUSTEE 1.00 X 0 0 0 ARTURO RODRIGUEZ TRUSTEE 1.00 X 0 0 0 ARMANDO IBARRA JR TRUSTEE 1.00 X 0 0 0 ANTHONY BOGANEY TRUSTEE 1.00 X 0 0 0 JOAN FABIANO TRUSTEE 1.00 X 0 0 0 ANALIA REGGIO TRUSTEE 1.00 X 0 0 0 KARI KOVACH CHIEF OPERATING OFFICER 40.00 X 183337 0 15015 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 40.00 X 484480 0 39642 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 40.00 X 183691 0 30632 DAN ZISKO DEFACTO OFFICER CFO 0.00 0.00 X 0 0 0 ANITA FELDMAN DD - CURATORIAL/EDUCATION 40.00 X 204474 0 19754 STACEY LOOMIS DIRECTOR - DEVELOPMENT 40.00 X 161038 0 18027 RONDA CLAIR DIRECTOR - HUMAN RESOURCES 40.00 X 145114 0 35474 JOSHUA CULVER DIRECTOR OF SECURITY AND OPERATIONS 40.00 X 108581 0 27340 1470715 0 185884 7 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 1763341 LPA INC 2765 TRUXTON RD SAN DIEGO CA 92106 ARCHITECTURE SERVICES 1095549 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING SERVICES 541595 AO REED 4777 RUFFNER STREET SAN DIEGO CA 92186 REPAIR SERVICES 524801 MASTERPIECE INTERNATIONAL LTD LLC PO BOX 735614 CHICAGO IL 606735614 SHIPPING SERVICES 276514 5 1137624 796081 529355 7093447 391476 9556507 ADMISSIONS 712110 1556944 1556944 TRAVELING EXHIBITIONS 712110 935612 935612 CONCERTS/EDUCATION/EVENTS 712110 171643 171643 2664199 1845481 1845481 283467 0 283467 283467 283467 10445845 7232822 3213023 3213023 3213023 288510 796081 695235 -406725 -406725 684575 316086 368489 368489 CAFE COMMISSIONS 900099 260182 260182 INSURANCE REIMBURSEMENT 900999 230000 230000 PARTNERSHIP K-1'S UBI 900099 -36396 -36396 453786 17978227 3032688 -36396 5425428 1117833 266756 542580 308497 6710331 4418524 1982261 309546 187332 101849 72193 13290 878424 477583 338525 62316 417963 255169 128451 34343 60000 60000 540000 540000 459248 459248 1390203 664117 544033 182053 385288 121420 255101 8767 182182 162649 7237 12296 62444 61970 474 1227956 1146138 68176 13642 165420 122989 42271 160 145703 138243 5814 1646 719898 683040 28723 8135 432973 381499 37750 13724 REPAIRS/MAINTENENCE 495332 19548 475784 0 FREIGHT 487238 487238 0 0 FEES AND HONORARIUMS 363346 325019 34510 3817 EQUIPMENT/RENTAL/TOOLS 300673 237447 59913 3313 502977 252837 238100 12040 17232764 10324035 5381144 1527585 2556291 4097620 3167446 3630797 557457 1062534 346230 464903 130479 114299 42518 50209 18575782 7758681 5400481 10817101 38038411 38365339 28222868 26436885 287159 217332 78749340 85257019 2176902 1792341 2757 3584 83693 33477 5937225 5875599 8200577 7705001 X 47993080 51382111 22555683 26169907 70548763 77552018 78749340 85257019 X 745463 2720029 3537763 X 0 1 X 1 0 X 3535082 4055427 6433773 5593724 9556507 29174513 3535082 4055427 6433773 5593724 9556507 29174513 2096529 27077984 1386206 1059533 1367404 1531857 2128948 7473948 993 39771 7502 0 0 48266 36696727 12679976 0.73790 0.69350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 60000 0 0 60000 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 66882866 1661867 7789670 10150000 459248 65725155 68106364 14908 6040649 7043181 235874 66882866 85325460 183185 -11618351 5485875 298055 68106364 68803350 203939 21987246 5374533 294542 85325460 70261653 897968 2002414 4102000 256685 68803350 0.67000 0.15000 0.18000 0 0 3378554 3378554 0 9096313 4239987 4856326 214605 140140 74465 5886310 5886310 10817101 ALTERNATIVE INVESTMENTS - PRIVATE EQUITY FUNDS 25378716 F BENEFICIAL INTEREST IN ASSETS HELD AT THE SAN DIEGO FOUNDATION 1058169 F 26436885 DEMAND CERTIFICATES 5700000 OPERATING LEASE LIABILITIES 175599 5875599 X 21008958 2720029 733554 3453583 17555375 459248 -36396 422852 17978227 17468751 695235 695235 16773516 459248 459248 17232764 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. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATION CONSULTATION FEE, TOUR GUIDE SERVICES, CATERING 19108 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ART, MUSEUM STORE MERCHANDISE, EXHIBITION FEES, LECTURE HONORARIUM 3175883 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MUSEUM STORE MERCHANDISE 22009 0 0 0 0 0 0 3217000 0 3217000 1 0 0 0 0 0 X 1 COMMUNITY COUNSELLING SERVICE COLLC 100 SPECTRUM CENTER DRIVE SUITE 12 IRVINE CA 92618 CAMPAIGN 0 2418028 540000 1878028 2418028 540000 1878028 CA ART ALIVE 1084591 796081 288510 77477 130798 486960 1084591 796081 288510 77477 130798 486960 695235 -406725 X X X X X 0 0 0 0 0 0 0 0 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 484480 0 0 0 0 0 11550 0 28092 0 524122 0 0 0 ANITA FELDMAN DD - CURATORIAL/EDUCATION 204474 0 0 0 0 0 7172 0 12582 0 224228 0 0 0 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 183691 0 0 0 0 0 6504 0 24128 0 214323 0 0 0 KARI KOVACH CHIEF OPERATING OFFICER 183337 0 0 0 0 0 6442 0 8573 0 198352 0 0 0 RONDA CLAIR DIRECTOR - HUMAN RESOURCES 145114 0 0 0 0 0 5194 0 30280 0 180588 0 0 0 STACEY LOOMIS DIRECTOR - DEVELOPMENT 161038 0 0 0 0 0 5760 0 12267 0 179065 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 125 0 SEE STATEMENT X 8 308746 FAIR MARKET VALUE X FOOD AND BEVERAGES 28 71587 FAIR MARKET VALUE X FLORALS 3 11143 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 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.