2024-11-14T22:24:23-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 592048869 JORGE M PEREZ ART MUSEUM OF MIAMI-DADE COUNTY INC JORG 3053753000 1103 BISCAYNE BLVD MIAMI FL 33132 MARK B ROSENBLUM COO/CFO 3053753000 2024-11-14 1 1 AARON M FOX P01365820 2022274000 2024-11-14 2023 2024-10-15 13:58:12Z MARK B ROSENBLUM 1103 BISCAYNE BLVD MIAMI FL 33132 64441577 0 X WWW.PAMM.ORG X 1996 FL VARIOUS MUSEUM EXHIBITIONS, EDUCATIONAL PROGRAMS, LECTURES AND OTHER RELATED EVENTS 47 47 135 47 0 0 14731924 35191338 1268068 1917132 -985437 827332 3041416 3354024 18055971 41289826 0 0 0 0 5916066 7247923 0 0 2839548 13276148 14375267 19192214 21623190 -1136243 19666636 155528152 179070485 4500736 4800685 151027416 174269800 X SEE ATTACHMENT IN SCHEDULE O. 0 0 12567701 4033994 VARIOUS ART EXHIBITIONS, EDUCATIONAL PROGRAMS, LECTURES AND OTHER RELATED EVENTS. 12567701 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 90 0 1 135 1 0 0 0 0 0 0 0 0 0 0 0 0 X 47 47 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 FL X X MARK B ROSENBLUM 7863455660 1103 BISCAYNE BLVD MIAMI FL 33132 AARON PODHURST CHAIRMAN 4.00 X X 0 0 0 LUKE R PALACIO PRESIDENT 4.00 X X 0 0 0 DOROTHY TERRELL VP UNTIL 05/23 THEN TRUSTEE 2.00 X 0 0 0 SANDRA TAMER SECRETARY 4.00 X X 0 0 0 T CHRISTIAN ARMSTRONG TREASURER 4.00 X X 0 0 0 MITCHELL A BIERMAN TRUSTEE 4.00 X 0 0 0 GREGORY C FERRERO EX-OFFICIO PRESIDENT 4.00 X 0 0 0 MARIA C BECHILY TRUSTEE 4.00 X 0 0 0 KAREN H BECHTEL TRUSTEE UNTIL 05/23 THEN VP 4.00 X X 0 0 0 BARRON CHANNER TRUSTEE 1.00 X 0 0 0 ARLENE CHAPLIN TRUSTEE 1.00 X 0 0 0 SEBASTIAN ECHAVARRIA TRUSTEE 1.00 X 0 0 0 JOHN D FUMAGALLI TRUSTEE 1.00 X 0 0 0 ROSE ELLEN MEYERHOFF GREENE TRUSTEE 4.00 X 0 0 0 DIANE GROB TRUSTEE 2.00 X 0 0 0 ADRI GUHA TRUSTEE 2.00 X 0 0 0 DEBORAH HOFFMAN TRUSTEE 1.00 X 0 0 0 ALEXANDER HURST TRUSTEE 1.00 X 0 0 0 ERIC G JOHNSON TRUSTEE 1.00 X 0 0 0 LAURA B KAPLAN TRUSTEE 2.00 X 0 0 0 PATRICIA M KLEH TRUSTEE UNTIL 05/2023 2.00 X 0 0 0 SIMON P LEVINE TRUSTEE 1.00 X 0 0 0 W PATRICK MCDOWELL TRUSTEE 2.00 X 0 0 0 DERYL MCKISSACK TRUSTEE 1.00 X 0 0 0 DIANE MOSS TRUSTEE 2.00 X 0 0 0 DR MARK E OREN TRUSTEE 2.00 X 0 0 0 NEDRA OREN TRUSTEE 2.00 X 0 0 0 PATRICIA PAPPER SECOND VICE-PRESIDENT 2.00 X 0 0 0 JORGE M PEREZ TRUSTEE 4.00 X 0 0 0 SYLVIA T POPE TRUSTEE 1.00 X 0 0 0 STEPHEN ROBERT TRUSTEE 1.00 X 0 0 0 CRAIG ROBINS TRUSTEE 1.00 X 0 0 0 LEE BRIAN SCHRAGER TRUSTEE 1.00 X 0 0 0 NICHOLAS J SINGER TRUSTEE 2.00 X 0 0 0 JUAN TORO TRUSTEE 1.00 X 0 0 0 WALID G WAHAB TRUSTEE 4.00 X 0 0 0 MARY WOLFSON TRUSTEE 1.00 X 0 0 0 ALEXA WOLMAN TRUSTEE 4.00 X 0 0 0 JIM BILDNER TRUSTEE UNTIL 05/2023 2.00 X 0 0 0 JULIA BROWN TRUSTEE 1.00 X 0 0 0 ANDREW CARTON TRUSTEE UNTIL 05/2023 1.00 X 0 0 0 DANIEL DE LA VEGA TRUSTEE UNTIL 05/2023 1.00 X 0 0 0 CHELSEA HIRSCHHORN TRUSTEE UNTIL 05/2023 1.00 X 0 0 0 KIMBERLY MARSHALL TRUSTEE 2.00 X 0 0 0 VICTORIA ROGERS TRUSTEE 2.00 X 0 0 0 PADMA RAJ VATTIKUTI TRUSTEE 1.00 X 0 0 0 ALEXANDRA WILKIS WILSON TRUSTEE UNTIL 05/2023 1.00 X 0 0 0 CAMILO MIGUEL JR TRUSTEE AS OF 05/23 1.00 X 0 0 0 JON PAUL PEREZ TRUSTEE AS OF 05/23 1.00 X 0 0 0 JAMES CURNIN TRUSTEE AS OF 10/23 1.00 X 0 0 0 JOSHUA WEINSTEIN TRUSTEE AS OF 10/23 2.00 X 0 0 0 SUZY WAHBA TRUSTEE 2.00 X 0 0 0 DOROTHEA GREEN TRUSTEE 1.00 X 0 0 0 MARK ROSENBLUM COO / CFO 40.00 X 284981 0 12271 FRANKLIN SIRMANS EXECUTIVE DIRECTOR 40.00 X 649095 0 12604 M THERESE VENTO GENERAL COUNSEL 40.00 X 210486 0 12504 EMMA HEALD DIRECTOR OF DEVELOPMENT 40.00 X 157339 0 11064 GILBERT VICARIO CHIEF CURATOR 40.00 X 170258 0 9424 ROBERT TOFOLO SENIOR DIRECTOR OF FINANCE 40.00 X 126023 0 9693 1598182 0 67560 6 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES 161 WASHINGTON STREET 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 1446831 US CONTRACTING & PLUMBING SERVICES IN 3240 SW 79TH COURT MIAMI FL 33155 CONSTRUCTION 647224 TOCA EVENTS 888 BISCAYNE BLVD SUITE 505 MIAMI FL 33132 EVENT PLANNING 634164 CONSTELLATION CULINARY GROUP 667 N BROAD STREET PHILADELPHIA PA 19123 CATERING SERVICES 558503 COMMUNITY COUNSELLING SERVICE CO 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 DEVELOPMENT PLANNING 473169 10 509970 1140827 4563292 28977249 142169 35191338 ADMISSIONS 900099 1902426 1902426 TRAVEL AND TOURS 900099 14706 14706 1917132 1051656 1051656 323224 323224 1274657 367066 907591 907591 907591 20704108 20928432 -224324 -224324 -224324 1345809 1140827 1345809 0 1153625 510444 643181 643181 PARKING - BENEFIT OF PATRONS 812930 1473681 1473681 OTHER INCOME 900099 6347 6347 1480028 41289826 4033994 0 2064494 1144562 533712 397257 213593 5058144 2358625 1755591 943928 30862 14391 10712 5759 586242 273366 203474 109402 428113 199630 148590 79893 293468 102393 92174 98901 59975 20926 18837 20212 136727 47705 42944 46078 118181 9842 9967 98372 1598416 740536 395444 462436 522291 260387 261904 223009 140081 45258 37670 458230 268274 173239 16717 1332591 1332591 1981222 1387848 550686 42688 329032 207365 56365 65302 164207 80386 81406 2415 3072166 1935465 1075258 61443 478821 239061 187724 52036 SECURITY 1373395 1151529 180737 41129 ART COLLECTION 605470 605470 PARKING AND VALET 441241 15561 423709 1971 REFRESHMENTS AND CATERI 368049 104605 25086 238358 818776 537952 79579 201245 21623190 12567701 6215941 2839548 1562456 4944448 7599305 7911883 9087188 25778001 617082 431170 327744 417710 760063 200586 137334649 32158733 107299860 105175916 24581111 30261734 3693343 3949037 155528152 179070485 2492625 1874796 2008111 2925889 4500736 4800685 X 120298944 118926765 30728472 55343035 151027416 174269800 155528152 179070485 19666636 3575748 0 X 0 1 X 1 0 X 13405930 12205909 15474481 14731924 35191338 91009582 13405930 12205909 15474481 14731924 35191338 91009582 26282210 64727372 1458968 910598 1161000 2070124 2649537 8250227 2331506 645254 1500538 2105967 2633653 9216918 108476727 0.59670 0.82150 X PART II LINE 10 REVENUE FROM SALE OF INVENTORY - $1,153,625 PARKING - $1,473,681 OTHER INCOME - $6,347 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 30000 0 0 0 30000 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: THE ORGANIZATION CONTRIBUTED $30,000 TO BALLARD PARTNERS, A FIRM THAT SPECIALIZES IN LEGISLATIVE ADVOCACY. BALLARD CONTINUALLY ATTEMPTS TO INFLUENCE LEGISLATION TO FURTHER SUPPORT THE MUSEUM. THESE ACTIVITIES DID NOT CAUSE THE ORGANIZATION TO BE NOT DESCRIBED IN SECTION 501(C)3. X X X X 0 35211012 24324520 4049310 63584842 34249836 4879585 -3918409 35211012 30262259 1493010 2517664 34249836 27758296 551245 1952718 30262259 24356313 1319236 2632747 550000 27758296 0.18077 0.81923 0 0 126587436 26393110 100194326 5057887 3925791 1132096 5689326 1839832 3849494 105175916 EQUITY SECURITIES FUNDS 22124386 F FIXED INCOME FUNDS 6539820 F ALTERNATIVE ASSETS 1597528 F 30261734 X 46486113 3575748 841105 877510 5294363 41191750 98076 98076 41289826 23243729 841105 877510 1718615 21525114 98076 98076 21623190 PART X, LINE 2: THE MUSEUM FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740-10 AND RELATED SUBSECTIONS FOR THE RECOGNITION, MEASUREMENT, CLASSIFICATION, AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE MUSEUM'S TAX RETURNS. AS A RESULT OF IMPLEMENTING THIS GUIDANCE, MANAGEMENT HAS DETERMINED THAT THE MUSEUM DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE MUSEUM'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE MUSEUM WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES, AND INTEREST AS A RESULT OF SUCH CHALLENGE. IF THE MUSEUM WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, INTEREST WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED NET 367,066. RENTAL EXPENSES REPORTED NET 510,444. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS REPORTED NET 367,066. RENTAL EXPENSES REPORTED NET 510,444. SCHEDULE D, PART III, LINE 4 - COLLECTIONS OF ART WORKS OF ART, HISTORICAL TREASURES, OR SIMILAR ASSETS THAT ARE (A) HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; (B) PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND (C) SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM REVISED ITS MISSION IN OCTOBER 1996, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023, THE MUSEUM'S COLLECTION CONSISTS OF 3,426 WORKS OF ART. SCHEDULE D, PART V, LINE 4 - ENDOWMENT FUNDS THE MUSEUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS WHICH IS PRIMARILY USED FOR EDUCATIONAL PROGRAMMING, OPERATIONS, AND ART ACQUISITIONS. PAMM GALA 2486636 1140827 1345809 223648 500 1121661 2486636 1140827 1345809 223648 500 1121661 1345809 0 X X X X X X 0 0 0 0 0 0 0 0 0 FRANKLIN SIRMANS EXECUTIVE DIRECTOR 583470 0 65625 0 0 0 3300 0 9304 0 661699 0 0 0 MARK ROSENBLUM COO / CFO 284981 0 0 0 0 0 2847 0 9424 0 297252 0 0 0 M THERESE VENTO GENERAL COUNSEL 210486 0 0 0 0 0 2102 0 10402 0 222990 0 0 0 GILBERT VICARIO CHIEF CURATOR 170258 0 0 0 0 0 0 0 9424 0 179682 0 0 0 EMMA HEALD DIRECTOR OF DEVELOPMENT 157339 0 0 0 0 0 1760 0 9304 0 168403 0 0 0 X FOOD/BEVERAGE 10 142169 REPLACEMENT COST 0 0 0 FORM 990, PART III, LINE 1 - MISSION STATEMENT OUR MISSION IS TO BE A LEADER IN THE PRESENTATION, STUDY, INTERPRETATION, AND CARE OF INTERNATIONAL MODERN AND CONTEMPORARY ART, WHILE REPRESENTING AND CHERISHING THE UNIQUE DIVERSITY OF MIAMI-DADE. THROUGH OUR EXHIBITIONS AND PROGRAMS, WE AIM TO ENCOURAGE EVERYONE TO SEE ART AS AN INCENTIVE FOR GENUINE HUMAN INTERACTION, COMMUNICATION, AND EXCHANGE. FORM 990, PART VI, SECTION A, LINE 2 NEDRA OREN AND MARK OREN - MARRIED STEPHEN ROBERT - FATHER-IN-LAW TO SEBASTIAN ECHEVARRIA FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL AND TO THE BOARD FOR FINAL APPROVAL. THE RETURN WAS UPDATED FOR ANY CHANGES AS INDICATED BY THE AUDIT COMMITTEE BEFORE FINALIZING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C SELF EVALUATION FORMS ARE SENT ANNUALLY TO BOARD OF TRUSTEES AS WELL AS PERIODIC REQUESTS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS THE SALARIES OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES BY REVIEWING THE COMPENSATION LEVELS SET IN THE AAMD SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.