2025-05-08T17:09:45-05:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-07-01 470920831 THE CONTEMPORARY JEWISH MUSEUM CONT 4156557800 736 MISSION STREET SAN FRANCISCO CA 94103 KERRY KING EXECUTIVE DIRECTOR 4156557800 2025-05-08 1 0 DANIEL V ROMANO P00504182 2125990100 2023 2025-03-06 01:10:19Z KERRY KING 736 MISSION STREET SAN FRANCISCO CA 94103 18644518 0 X WWW.THECJM.ORG X 2003 CA MAKES THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT THROUGH ART & PROGRAMS THAT CHALLENGE & INSPIRE. 20 19 80 19 20787 0 2617542 1784206 221082 102049 677672 447986 67240 141234 3583536 2475475 0 0 0 0 3450142 3293906 96752 97431 1674635 4984320 5039222 8531214 8430559 -4947678 -5955084 71856062 67746455 29240057 28708091 42616005 39038364 X THE CONTEMPORARY JEWISH MUSEUM (THE CJM) MAKES THE DIVERSITY OF THE JEWISH EXPERIENCE RELEVANT FOR A TWENTY-FIRST CENTURY AUDIENCE THROUGH INNOVATIVE EXHIBITIONS AND PROGRAMS THAT EDUCATE, CHALLENGE, AND INSPIRE. 0 0 5424521 110290 SEE SCHEDULE O.ACTIVITY 1:CJM AUDIENCESIN FISCAL YEAR 2024, THE CJM ACCOMPLISHED ITS MISSION TO EXPLORE AND FOSTER APPRECIATION OF THE DIVERSITY OF JEWISH EXPERIENCE THROUGH ITS EXHIBITIONS, EDUCATION PROGRAMS, AND THE STRATEGIC DISTRIBUTION OF DIGITAL MEDIA.KEY FISCAL YEAR 2024 METRICS INCLUDE:16,452 ON-SITE VISITORS709,977 ONLINE VISITORSEXHIBITIONSFISCAL YEAR 2024 EXHIBITIONS AND ARTIST PROGRAMS COVERED A WIDE RANGE OF ART AND ARTISTS.CALIFORNIA JEWISH OPEN. (JUNE 6, 2024-DECEMBER 15, 2024). THE MUSEUM'S FIRST MAJOR OPEN CALL EXHIBITION INVITED JEWISH-IDENTIFYING ARTISTS IN CALIFORNIA TO SUBMIT ARTWORKS IN RESPONSE TO A CENTRAL QUESTION: HOW ARE ARTISTS LOOKING TO THE MANY ASPECTS OF JEWISH CULTURE, IDENTITY, AND COMMUNITY TO FOSTER, REIMAGINE, HOLD, OR DISCOVER CONNECTION? THE RESULTING EXHIBITION BROUGHT TOGETHER THE WORK OF FORTY-SEVEN ARTISTS REFLECTING ON THEIR CONNECTION TO JUDAISM, THE WORLD, AND THEIR OWN PERSONAL HISTORIES. LEAH ROSENBERG: WHEN ONE SEES A RAINBOW. (JUNE 6, 2024-DECEMBER 15, 2024). BAY AREA ARTIST LEAH ROSENBERG TRANSFORMED THE CJM'S YUD GALLERY THROUGH LIGHT AND COLOR, CREATING A WELCOMING ENVIRONMENT FOR VISITORS TO REFLECT, REST, AND WONDER. INSPIRED BY THE JEWISH TRADITION OF RECITING A BLESSING UPON SEEING A RAINBOW, VISITORS WERE INVITED TO CREATE THEIR OWN RESPONSES TO THE COLORS ON VIEW IN THE GALLERY. RETROBLAKESBERG: THE MUSIC NEVER STOPPED. (AUGUST 31, 2023-JULY 28, 2024). THE EXHIBITION INVITED VISITORS TO EXPLORE SOME OF THE MOST NOTABLE MOMENTS IN SAN FRANCISCO'S ROCK AND ROLL HISTORY THROUGH THE LENS OF SAN FRANCISCO-BASED PHOTOGRAPHER JAY BLAKESBERG. THE SHOW FEATURED 215 ELECTRIFYING IMAGES OF THE GRATEFUL DEAD, JONI MITCHELL, TRACY CHAPMAN, SOUNDGARDEN, CARLOS SANTANA, AND MANY MORE.FIRST LIGHT: RITUALS OF GLASS AND NEON ART. (DECEMBER 7, 2023-APRIL 28, 2024). THE ARTISTS FROM THE NEON STUDIO, SHE BENDS, UTILIZED BOTH SCIENCE AND ART TO EXPLORE THE MYSTERIES OF THE UNIVERSE AND ITS REFLECTION IN THEIR CONSCIOUSNESS. THE EXHIBITION FEATURED ARTWORKS IN NEON, GLASS, AND PLASMA, THAT INVITED LEARNING ABOUT SCIENTIFIC PROCESSES, AND INSPIRED CONTEMPLATION OF THE ROLE OF LIGHT IN OUR QUEST TO UNDERSTAND OUR PLACE IN THE UNIVERSE. RADIANT PRACTICES: ILLUMINATING JEWISH TRADITIONS. (DECEMBER 7, 2023-APRIL 28, 2024).THIS EXHIBITION TRACED THE FOUNDATIONAL ROLE OF LIGHT IN JEWISH LIFE AND RITUAL AND OFFERED A JOURNEY THROUGH JEWISH RITUAL OBJECTS, FROM MENORAHS TO MEMORIAL CANDLES, THAT OFFERED INSIGHTS INTO PRACTICES THAT DRAW ON LIGHT TO UPLIFT JEWISH HOLIDAYS, LIFECYCLE MOMENTS, AND SPIRITUAL SPACES.MIKA ROTTENBERG: SPAGHETTI BLOCKCHAIN. (MAY 18, 2023-OCTOBER 22, 2023). ONE OF THE MOST INNOVATIVE INTERNATIONALLY-ACCLAIMED ARTISTS WORKING TODAY, NEW YORK-BASED MIKA ROTTENBERG USES HUMOR TO CONVEY THE SURPRISING WAYS IN WHICH WE ARE ALL CONNECTED. THE EXHIBITION PRESENTED THE ARTIST'S MOST IMPORTANT VIDEOS AND SCULPTURES OF THE PAST DECADE IN THE FIRST MUSEUM SURVEY OF HER WORK ON THE WEST COAST.CARA LEVINE: TO SURVIVE I NEED YOU TO SURVIVE. (FEBRUARY 16, 2023-JULY 30, 2023). THROUGH VIDEO, SCULPTURE, AND INSTALLATION, THE CALIFORNIA-BASED ARTIST USED HER ARTISTIC PRACTICE TO EXPLORE AND PROCESS GRIEF AROUND PERSONAL AND COLLECTIVE TRAUMAS, HIGHLIGHTING HOW CREATIVE ENDEAVORS CAN FACILITATE HEALING AND HELP MOURNERS FIND MEANING IN COMMUNITY WITH ONE ANOTHER. L'CHAIM: CELEBRATING OUR BUILDING AT 15. (FEBRUARY 16, 2023- ONGOING). THE CJM'S CELEBRATED BUILDING, DESIGNED BY WORLD-RENOWNED ARCHITECT DANIEL LIBESKIND, HAS SERVED AS AN ARTISTIC, COMMUNITY, AND CULTURAL GENERATOR SINCE ITS OPENING IN 2008. THIS EXHIBITION DELVES INTO THE DEEP JEWISH SYMBOLISM IMBUED IN THE BUILDING'S ARCHITECTURAL FORMS, ALLOWING VISITORS TO UNLOCK THEIR MEANING. INSPIRED BY THE HEBREW PHRASE L'CHAIM, THE ARCHITECTURE EMBODIES THE VALUES, TRADITIONS, AND IDEAS THAT THE MUSEUM EXPLORES WITHIN ITS WALLS.ANNIE ALBAGLI: WE BECOME [VESSELS]. (MARCH 23, 2023-JULY 28, 2024). SAN FRANCISCO ARTIST ANNIE ALBAGLI'S VIDEO AND SCULPTURE DREW ON JEWISH RITUAL, HER EGYPTIAN JEWISH ANCESTRY, AND THE GEOLOGY OF THE MARIN HEADLANDS, CONVEYING THE ELEMENTAL FORCES OF FAITH AND NATURE.PROGRAM AND EDUCATION HIGHLIGHTSTHE CJM IS AMONG THE BAY AREA'S MOST IMPORTANT ARTS AND JEWISH EDUCATION RESOURCES FOR K-12 STUDENTS AND TEACHERS. ALL TOURS AND ACCOMPANYING ARTMAKING WORKSHOPS ARE FREE. DURING FISCAL YEAR 2024, K-12 SCHOOL PROGRAMS WERE OFFERED BOTH ONLINE AND IN PERSON. INTERACTIVE TOURS OF EXHIBITIONS AND THE CJM'S BUILDING LED BY PROFESSIONAL EDUCATORS ARE THE CENTERPIECE OF THE PROGRAM. ONLINE CURRICULUM RESOURCES ENHANCE TEACHERS' ABILITY TO INCORPORATE TOUR CONTENT IN THE CLASSROOM. IN-PERSON AND ONLINE ART MAKING WORKSHOPS DEEPEN STUDENTS LEARNING AND FOSTER CREATIVITY.ACCESS PROGRAMSTHE CJM OFFERS A WIDE ARRAY OF ACCESS PROGRAMS FREE OF CHARGE TO FULFILL A COMMUNITY NEED FOR HIGH-QUALITY, INDIVIDUALIZED OPPORTUNITIES FOR SENIORS AND PEOPLE WITH DISABILITIES. IN FISCAL YEAR 2024, THE CJM CONTINUED THIS LONGSTANDING DEDICATION TO ACCESSIBILITY, WITH AN EXTENSIVE RANGE OF PROGRAMMING FOR VISITORS WITH INTELLECTUAL, PHYSICAL, OR SOCIAL BARRIERS TO PARTICIPATION. THESE ACTIVITIES WERE OFFERED ONLINE AND IN PERSON.TEEN PROGRAMSTHE CENTERPIECE OF THE CJM'S TEEN PROGRAMS IS THE TEEN ART CONNECT (TAC) INTERNSHIP, A YEARLONG, PAID INTERNSHIP AT THE CJM THAT PROVIDES HANDS-ON WORK EXPERIENCE, APPRENTICESHIPS, PROFESSIONAL DEVELOPMENT WORKSHOPS, AND SKILL-BUILDING ARTS ACTIVITIES. TEN TAC INTERNS PLANNED AND PRODUCED A SERIES OF EVENTS FOR THEIR PEERS ABOUT JEWISH CULTURE AND ART. ACTIVITIES INCLUDED TEEN-LED ARCHITECTURE TOURS, ARTIST WORKSHOPS, PANEL DISCUSSIONS, ART-MAKING ACTIVITIES, AND THE TEEN-CURATED EXHIBITION WHAT WE HOLD: A YOUTH AUDIO PROJECT. EACH OF THESE PROGRAMS PROVIDED OPPORTUNITIES FOR TEENS TO EXPLORE CREATIVE EXPRESSIONS OF JEWISH IDENTITY. 5424521 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 80 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KERRY KING 4156557800 736 MISSION STREET SAN FRANCISCO CA 94103 KERRY KING COO (THRU 08/23) ED (AS OF 08/23) 40.00 0.00 X X 247782 0 27818 CHAD COERVER EXECUTIVE DIRECTOR (THRU 08/23) 40.00 0.00 X X 213258 0 5768 JOYCE LINKER TRUSTEE/IMMED PAST CHR 5.00 0.00 X X 0 0 0 TOM KASTEN TRUSTEE/CHAIR 5.00 0.00 X X 0 0 0 DAVID SAXE VICE CHAIR 1.00 0.00 X X 0 0 0 MARCI ROSENFELD VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL RIGHI TREASURER 5.00 0.00 X X 0 0 0 MATTHEW BARTON TRUSTEE 1.00 0.00 X 0 0 0 DANA CORVIN TRUSTEE 1.00 0.00 X 0 0 0 AVIVA GILBERT TRUSTEE 1.00 0.00 X 0 0 0 RON KAUFMAN TRUSTEE 1.00 0.00 X 0 0 0 ALVIN LEVITT TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDRA MOSES TRUSTEE 1.00 0.00 X 0 0 0 KRISTIN ERIKO POSNER TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH RAPPAPORT TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA REYNOLDS TRUSTEE 1.00 0.00 X 0 0 0 DOROTHY SAXE TRUSTEE 1.00 0.00 X 0 0 0 RUTH STEIN TRUSTEE 1.00 0.00 X 0 0 0 ROSELYNE C SWIG TRUSTEE 1.00 0.00 X 0 0 0 SEAN TAUBE TRUSTEE 1.00 0.00 X 0 0 0 MARILYN WALDMAN TRUSTEE 1.00 0.00 X 0 0 0 JAY AUSLANDER DIR. OF DEVELOPMENT (THRU 03/2024) 40.00 0.00 X 183896 0 14794 ANNA KATZ CONTROLLER 40.00 0.00 X 123530 0 14844 JOE HAYES DIRECTOR OF SITE OPS & PLANNING 40.00 0.00 X 120657 0 10808 TAYLOR SHOOLERY DIR. OF MARKETING & COMMUNICATIONS 40.00 0.00 X 110029 0 11418 HEIDI RABBEN SENIOR CURATOR 40.00 0.00 X 102338 0 7480 1101490 0 92930 7 0 1 0 PALAMERICAN SECURITY INC 11300 4TH ST NORTH 150 ST PETERSBURG FL 33716 SECURITY 562456 AAA JANITORIAL SERVICE INC 3006 HUMPHREY AVENUE RICHMOND CA 94804 JANITORIAL 233015 ZIONS BANCORPORATION NA ONE SOUTH MAIN ST SALT LAKE CITY UT 84133 INVESTMENT MANAGEMENT 148654 LENAT & PARTNERS INC 522 EDINBURGH STREET SAN MATEO CA 94402 MARKETING 134995 GRANT THORNTON LLP 1301 INTL PARKWAY STE 200 FT LAUDERDALE FL 33323 AUDIT AND TAX 123091 6 230712 175657 1377837 13666 1784206 ADMISSIONS 712110 94374 94374 OTHER RELATED REVENUES 900099 7675 7675 102049 921329 921329 724922 612716 112206 112206 112206 15039083 15512426 -473343 -473343 -473343 72929 43901 29028 8241 20787 2475475 110290 20787 560192 X 367234 247516 47373 72345 2455212 1654813 316722 483677 53687 36185 6926 10576 213049 143595 27483 41971 204724 137984 26409 40331 11702 11702 106086 106086 97431 97431 180829 180829 1313126 885048 169393 258685 124681 75260 19556 29865 55512 37415 7161 10936 221792 149488 28611 43693 351096 236639 45291 69166 5075 3420 655 1000 6853 4619 884 1350 783402 528013 101059 154330 1241289 836629 160126 244534 194780 131281 25127 38372 REPAIRS & MAINTENANCE 212203 143025 27374 41804 EXHIB SUPPLY 55321 55321 0 0 CATERING 25847 17421 3334 5092 LOAN FEE 5599 3774 722 1103 144029 97075 18580 28374 8430559 5424521 1331403 1674635 1000 900 6696824 3277124 1140463 878112 25840 21854 216962 224771 53624594 23684890 31164863 29939704 32075893 32780233 8737 7504 525480 616253 71856062 67746455 530395 699354 306910 238053 28072889 27428314 329863 342370 29240057 28708091 X 22957449 18809927 19658556 20228437 42616005 39038364 71856062 67746455 -5955084 2217902 159541 0 X 0 1 X 1 0 X 4727940 4046070 3767956 2617542 1784206 16943714 4727940 4046070 3767956 2617542 1784206 16943714 653398 16290316 1340426 874820 859124 1409910 1646251 6130531 17101 8454 18476 17841 0 61872 53750 179 11557 65486 23201603 977885 0.70210 0.75920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 53,750. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. MISCELLANEOUS - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 179. 2021 AMOUNT: $ 11,557. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 36233972 25000 2485552 3600000 35144524 37708550 1564529 3039107 36233972 40591688 2082073 -3099369 1865842 37708550 39171598 7463452 1789726 4253636 40591688 30217912 10281769 397741 1725824 39171598 0.45880 0.54120 0.00000 0 0 1231957 1231957 47779612 19124681 28654931 4238170 4185354 52816 374855 374855 0 29939704 PENSION OBLIGATIONS 331050 LEASE LIABILITY 11320 342370 X 5355624 2217902 186459 2404361 2951263 180829 -656617 -475788 2475475 8933265 26917 656617 683534 8249731 180829 180829 8430560 PART III, LINE 1A: FINANCIAL STATEMENT FOOTNOTE COLLECTIONS THE MUSEUM IS PRESENTLY, AND FOR THE FORESEEABLE FUTURE, A NON-COLLECTING INSTITUTION. THE MUSEUM'S PERMANENT COLLECTIONS CONSIST OF ART DONATED IN ITS EARLIER HISTORY AS THE JEWISH COMMUNITY MUSEUM. THESE WORKS OF ART WERE ACQUIRED THROUGH PURCHASES OR CONTRIBUTIONS AND ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTIONS' INTEGRITY ARE PERFORMED. PURCHASES OF ART (ACCESSIONS) ARE RECORDED AS DECREASES IN THE APPROPRIATE NET ASSET CLASS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REQUIRED TO BE USED TO ACQUIRE OTHER WORKS OF ART. SUCH PROCEEDS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS. THERE WERE NO ACCESSIONS OR DEACCESSIONS OF WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. PART III, LINE 4: DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS THE MUSEUM IS A NON-COLLECTING INSTITUTION. THE EXISTING COLLECTION CONSISTS OF DIFFERENT FORMS OF JUDAICA. THESE PIECES ARE OCCASIONALLY DISPLAYED IN EXHIBITIONS WHICH OFFER EDUCATION IN JEWISH ART AND CULTURE. SCHEDULE D, PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS THE ORGANIZATION MAINTAINS ENDOWMENTS AS A MEANS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT ITS PROGRAMS. PART X, LINE 2: THE MUSEUM FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3), ALTHOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE MUSEUM HAS ALSO BEEN RECOGNIZED BY THE FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM INCOME TAX PURSUANT TO CALIFORNIA REVENUE AND TAX CODE SECTION 23701D ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE MUSEUM HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE MUSEUM HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -612,716. COST OF GOODS SOLD -43,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 612,716. COST OF GOODS SOLD 43,901. X X X X X 1 THE LUKENS COMPANY 2800 SHIRLINGTON ROAD 9TH FL ARLINGTON VA 22206 CONSULTING 0 258134 97431 160703 258134 97431 160703 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMOUNTS PAID TO PROFESSIONAL FUNDRAISERS THE LUKENS COMPANY PERFORMS ADDITIONAL SERVICES BEYOND FUNDRAISING RELATED TO CONTRIBUTIONS. ALL FEES AND DIRECT REVENUES ASSOCIATED WITH THESE SERVICES ARE REPRESENTED. INDIRECT REVENUES RESULTING FROM SERVICES ARE NOT REPRESENTED. X X X X 0 0 0 0 0 0 0 0 0 KERRY KING COO (THRU 08/23) ED (AS OF 08/23) 247782 0 0 0 0 0 7650 0 20168 0 275600 0 0 0 CHAD COERVER EXECUTIVE DIRECTOR (THRU 08/23) 213258 0 0 0 0 0 5768 0 0 0 219026 0 0 0 JAY AUSLANDER DIR. OF DEVELOPMENT (THRU 03/2024) 183896 0 0 0 0 0 5786 0 9008 0 198690 0 0 0 FORM 990, PART III, LINE 4A FAMILY PROGRAMS FAMILY ARTBASH SUNDAYS/ARTBASH YOUR WAY ARE THE CJM'S PROGRAMS FOR CHILDREN AGES 1 THROUGH 12 AND THEIR FAMILIES WITH WORKSHOPS AND ARTMAKING ACTIVITIES RELATED TO EXHIBITIONS AND JEWISH HOLIDAYS THAT ARE FREE OF CHARGE. THE ZIM ZOOM FAMILY ROOM IS A DEDICATED SPACE FOR INTERGENERATIONAL ART ACTIVITIES ESPECIALLY DESIGNED FOR THE CJM'S YOUNGEST VISITORS AND IS OPEN TO FAMILIES DURING ALL MUSEUM HOURS. FORM 990, PART VI, SECTION A, LINE 2 DOROTHY SAXE AND DAVID SAXE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE BOARD OF TRUSTEES DELEGATED REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. GRANT THORNTON LLP AND THE ORGANIZATION'S FINANCE STAFF WORK TOGETHER TO GATHER THE REQUIRED INFORMATION NECESSARY TO COMPLETE THE FORM. THE INITIAL DRAFT FORM 990 IS REVIEWED BY GRANT THORNTON ADVISORS LLC AND THE ORGANIZATION'S MANAGEMENT. AFTER THE FORM IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES, IF ANY, ARE REFLECTED ON THE FORM AND AN UPDATED FORM 990 IS PREPARED. THE AUDIT COMMITTEE REVIEWS THE UPDATED FORM 990 AND, ONCE SATISFIED WITH THE RETURN, THE AUDIT COMMITTEE APPROVES THE RETURN FOR FILING WITH THE IRS. THE AUDIT COMMITTEE FURTHER REVIEWS THE FORM 990 WITH THE FINANCE COMMITTEE AND THEN PROVIDES A COMPLETE COPY OF THE FORM TO THE BOARD OF TRUSTEES PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE MUSEUM HAS A CONFLICT OF INTEREST POLICY THAT COVERS TRUSTEES AND THE PRINCIPAL OFFICERS OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS. THE POLICY PROVIDES FOR A SYSTEMATIC AND ONGOING PROCESS REQUIRING INDIVIDUALS WHO HAVE DECISION-MAKING RESPONSIBILITIES TO DISCLOSE AND ADDRESS POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST AND HAVE A DUTY TO UPDATE THE DISCLOSURE FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. EACH TRUSTEE AND PRINCIPAL OFFICER OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY COMPLETES AND SIGNS THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. TO ENSURE THE MUSEUM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING: (A) REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS, OR ACQUISITION OR DE-ACQUISITION OF MUSEUM PROPERTY WITH DISQUALIFIED PERSONS AND INTERESTED DIRECTORS, IF ANY, TO ENSURE THAT THE TRANSACTIONS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (B) REVIEW OF PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS, IF ANY, TO ENSURE THAT THE ARRANGEMENTS CONFORM TO THE MUSEUM'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, IN AN EXCESS BENEFIT TRANSACTION, OR IN A SELF-DEALING TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS AS DESCRIBED ABOVE, THE MUSEUM MAY, AS NECESSARY, USE OUTSIDE EXPERTS. IF OUTSIDE EXPERTS ARE USED, THEIR USE DOES NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES: FOR CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER, THE BOARD DELEGATED REVIEW AND APPROVAL TO THE EXECUTIVE COMMITTEE. THIS COMMITTEE COMPARED THE PROPOSED SALARY AND BENEFITS TO SALARIES AND BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY-COMPARABLE POSITIONS IN THE SAN FRANCISCO BAY AREA. FOR OTHER KEY EMPLOYEES, THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER WORK WITH A HUMAN RESOURCES PROFESSIONAL TO CONDUCT REVIEWS OF COMPARABLE POSITIONS AND APPROVE SALARIES AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SECURITY: PROGRAM SERVICE EXPENSES 375,679. MANAGEMENT AND GENERAL EXPENSES 71,903. FUNDRAISING EXPENSES 109,805. TOTAL EXPENSES 557,387. JANITORIAL: PROGRAM SERVICE EXPENSES 96,859. MANAGEMENT AND GENERAL EXPENSES 18,538. FUNDRAISING EXPENSES 28,310. TOTAL EXPENSES 143,707. CONTRACTORS & CONSULTANTS: PROGRAM SERVICE EXPENSES 412,510. MANAGEMENT AND GENERAL EXPENSES 78,952. FUNDRAISING EXPENSES 120,570. TOTAL EXPENSES 612,032. FORM 990, SUBSEQUENT EVENTS: ON NOVEMBER 13, 2024, THE CJM ANNOUNCED A TEMPORARY REDUCTION IN ITS PUBLIC OPERATIONS, INCLUDING THE CLOSURE OF ITS GALLERIES ON DECEMBER 15, 2024, FOR AT LEAST ONE YEAR, ALONG WITH A PHASED REDUCTION OF THE STAFF THROUGH FEBRUARY 2025. THESE ACTIONS WERE A PROACTIVE MEASURE TO PRESERVE THE ORGANIZATION'S FINANCIAL STABILITY AND ALLOW TIME TO DEVELOP A SUSTAINABLE OPERATING MODEL FOR THE FUTURE. DURING THE PLANNED CLOSURE, THE MUSEUM WILL THOROUGHLY EVALUATE ITS FINANCIAL FRAMEWORK AND ENGAGE IN INTENSE PLANNING AND ORGANIZATIONAL ASSESSMENT, WITH THE CLEAR GOAL OF EMERGING AS A MORE RESILIENT ORGANIZATION.