2023-02-22T17:40:48-06:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 237062028 SAN JOSE MUSEUM OF ART ASSOCIATION SANJ 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 4082716840 2023-02-21 1 SUSAN SAYRE BATTON 999009999 MAGA E KISRIEV P01008919 4089988400 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z SUSAN SAYRE BATTON 110 SOUTH MARKET STREET SAN JOSE CA 951132383 6782307 0 X WWW.SJMUSART.ORG X 1969 CA THE MUSEUM FOSTERS APPRECIATION AND AWARENESS OF THE CONTRIBUTION OF ART AND ARTISTS TO SOCIETY. 20 20 70 167 30511 0 4950610 5267768 87529 278866 702335 568819 -446614 -376554 5293860 5738899 0 0 0 0 2797113 3164810 0 0 693824 2186424 2215822 4983537 5380632 310323 358267 18888484 16287073 913814 491868 17974670 15795205 X SEE SCHEDULE O. 0 0 2843265 0 272903 EXHIBITIONS:A DOWNTOWN ANCHOR INSTITUTION, THE SAN JOSE MUSEUM OF ART (SJMA) IS THE PREMIER MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. ITS DYNAMIC PROGRAM, WHICH BALANCES SOCIALLY RELEVANT TRAVELING EXHIBITIONS WITH CRITICALLY ENGAGING SHOWS DRAWN FROM A COLLECTION OF 2,600+ WORKS, RESONATES WITH DEFINING CHARACTERISTICS OF SAN JOSE AND THE SILICON VALLEY FROM ITS RICH DIVERSITY TO ITS HALLMARK INNOVATIVE ETHOS. (SEE SCHEDULE O FOR CONTINUATION) 936938 0 12200 EDUCATION AND PROGRAMS:SJMA'S EXTENSIVE EDUCATION PROGRAMS, WHICH TYPICALLY SERVE MORE THAN 45,000 SCHOOL CHILDREN PER YEAR, FILL MULTIPLE GAPS IN LOCAL K-12 ARTS EDUCATION. THE MUSEUM EMPLOYS FIVE TEACHING ARTISTS, TEN GALLERY TEACHERS AND MORE THAN 65 VOLUNTEER DOCENTS WHO COLLECTIVELY DELIVER OVER 5,000 INSTRUCTIONAL HOURS AT THE MUSEUM AND IN SANTA CLARA COUNTY SCHOOLS EACH YEAR, MAKING THE MUSEUM THE LARGEST PROVIDER OF IN-SCHOOL ARTS EDUCATION IN SANTA CLARA COUNTY.(SEE SCHEDULE O FOR CONTINUATION) 145297 0 24229 MUSEUM STORE:THE MUSEUM STORE IS LOCATED OFF THE MAIN LOBBY OF SJMA AND ONLINE AT HTTPS://SJMA-ONLINE-STORE.MYSHOPIFY.COM/. THIS ACTIVE GIFT AND BOOKSTORE CARRIES MISSION-RELATED PRODUCTS THAT ARE EDUCATIONAL, FOSTER CREATIVITY AND ENCOURAGE DEEPER KNOWLEDGE OF ART AND CULTURE. THE MUSEUM STORE ALSO FEATURES CUSTOM PRODUCTS BY AREA ARTISTS AND CRAFTSMEN AS WELL AS MERCHANDISE RELEVANT TO EACH CURRENT SEASON OF EXHIBITIONS. THE STORE IS STAFFED BY MUSEUM EMPLOYEES AS WELL AS AN ACTIVE CONTINGENT OF LONGTIME VOLUNTEERS. 3925500 1 1 0 0 0 0 0 1 0 1 1 0 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 0 0 0 0 0 0 0 0 1 56 0 1 70 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN SPANG 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 GLENDA DORCHAK PRESIDENT 10.00 X X 0 0 0 WILLIAM FAULKNER CO-VICE PRESIDENT 3.75 X X 0 0 0 CORNELIA PENDLETON CO-VICE PRESIDENT & SECRETARY 3.75 X X 0 0 0 HILDY SHANDELL TREASURER 3.75 X X 0 0 0 PETER CROSS TRUSTEE 1.50 X 0 0 0 ANNEKE DURY TRUSTEE 1.50 X 0 0 0 TAD FREESE TRUSTEE 1.00 X 0 0 0 CHANDRA GNANASAMBANDAM TRUSTEE (THRU 1/2022) 0.50 X 0 0 0 COLE HARRELL TRUSTEE 1.25 X 0 0 0 CLAUDIA HESS TRUSTEE 1.25 X 0 0 0 JEANNINE JACOBSEN TRUSTEE (THRU 2/2022) 0.75 X 0 0 0 RICHARD A KARP TRUSTEE 1.25 X 0 0 0 LORRI KERSHNER TRUSTEE 1.25 X 0 0 0 TAMMY KIELY TRUSTEE 1.50 X 0 0 0 WANDA KOWNACKI TRUSTEE 1.25 X 0 0 0 KIMBERLY LIN TRUSTEE 2.00 X 0 0 0 ROBERT LINDO TRUSTEE 3.75 X 0 0 0 PETER W LIPMAN TRUSTEE 2.50 X 0 0 0 SARAH NORTH TRUSTEE 1.25 X 0 0 0 SUSAN CURTIN TRUSTEE 0.50 X 0 0 0 JEANNIE PEDROZA TRUSTEE 0.50 X 0 0 0 LEAH READ TRUSTEE 0.50 X 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 37.50 X 240350 0 19088 BRIAN SPANG DIRECTOR OF FINANCE 37.50 X 119167 0 6481 KRISTIN BERTRAND DIRECTOR OF DEVELOPMENT 37.50 X 140000 0 7371 RICHARD KARSON DIRECTOR OF DESIGN & OPERATIONS 37.50 X 103000 0 9928 602517 0 42868 4 0 1 0 ALLIED UNIVERSAL 161 WASHINGTON ST SUITE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 225462 1 175688 771092 1475948 2845040 322755 5267768 PUBLIC PROGRAMS 713990 264257 264257 ART CLASS TUITION 713990 12200 12200 MEMBERSHIP DUES 713990 2409 2409 278866 532 532 62800 82707 -19907 -19907 -19907 1038738 470451 568287 568287 568287 22377 771092 440001 -417624 -417624 104989 50249 54740 24229 30511 OTHER INCOME 900099 6237 6237 6237 5738899 309332 30511 131288 X 385088 250307 38509 96272 2321851 1711539 309103 301209 89056 62546 12972 13538 158671 119915 15595 23161 210144 146627 31779 31738 721 461 260 38200 38200 52397 52397 556769 397590 109565 49614 93315 91525 860 930 291828 227896 18105 45827 163593 98622 27438 37533 65688 33697 19983 12008 69957 33537 25461 10959 11163 2311 8123 729 479 432 23 24 46777 43229 1237 2311 PURCH. ART COLLECTION 420065 420065 EQUIPMENT EXPENSES 121339 92287 11154 17898 EXHIBITION COSTS 92765 92765 MATERIALS 31818 30315 580 923 158948 69834 39964 49150 5380632 3925500 761308 693824 1759167 175741 2036221 3516515 1494388 1701534 82161 21021 72974 57087 92328 154004 1710296 1710296 479 0 13350766 10661171 18888484 16287073 397748 399366 59179 92502 456887 0 913814 491868 X 1847984 1894401 16126686 13900804 17974670 15795205 18888484 16287073 358267 -2537732 0 X 0 1 X 1 0 X 3768114 5568281 4724237 4950610 5267768 24279010 2340000 2340000 2340000 1825000 1637999 10482999 6108114 7908281 7064237 6775610 6905767 34762009 1892790 32869219 448749 554028 51850 15355 63332 1133314 431229 494028 148700 18784 22377 1115118 37010441 1932416 0.88810 0.86210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2017 AMOUNT: $ 431,229. 2018 AMOUNT: $ 481,969. 2019 AMOUNT: $ 148,200. 2020 AMOUNT: $ 18,784. 2021 AMOUNT: $ 22,377. GROSS INCOME FROM GAMING ACTIVITIES - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 12,059. 2019 AMOUNT: $ 500. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 13358549 78410 -2223252 552536 10661171 12141898 80074 1668709 532132 13358549 12410143 3944 258612 530801 12141898 11606608 782023 528004 506492 12410143 11040433 369747 680407 483979 11606608 0.00874 0.78900 0.20226 1 0 613310 613310 0 745768 745768 0 351218 351218 0 0 X 5062827 -2537732 1831350 -706382 5769209 52397 -82707 -30310 5738899 7242292 1831350 82707 1914057 5328235 52397 52397 5380632 PART III, LINE 1A: PERMANENT ART COLLECTION - THE COLLECTION CONSISTS OF TWENTIETH AND TWENTY-FIRST CENTURY ARTWORK, INCLUDING PAINTINGS, SCULPTURES, INSTALLATIONS, NEW MEDIA, PHOTOGRAPHY, DRAWINGS, AND PRINTS, ACQUIRED THROUGH PURCHASE OR CONTRIBUTION. THE COLLECTION IS NOT RECOGNIZED AS AN ASSET IN THE STATEMENT OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTION'S INTEGRITY ARE PERFORMED CONTINUOUSLY. PURCHASES OF ART ARE RECORDED IN THE YEAR ACQUIRED AS NON-OPERATING DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH ITEMS ARE ACQUIRED. PROCEEDS FROM ANY DEACCESSIONS OR INSURANCE RECOVERIES MAY BE ALLOCATED FOR PURPOSES THAT CLEARLY BENEFIT THE COLLECTION, SUCH AS AN ACQUISITION FUND TO EXPAND THE COLLECTION OR PRESERVATION/CONSERVATION FUND TO MAINTAIN IT. CERTAIN ITEMS ARE ON LOAN FROM INDIVIDUALS AND CORPORATIONS FOR USE BY THE MUSEUM IN ITS PERMANENT COLLECTION OR SPECIAL EXHIBITION. PART III, LINE 4: THE SAN JOSE MUSEUM OF ART SEEKS TO BUILD A COLLECTION OF THE HIGHEST QUALITY AND WITH THE GREATEST POTENTIAL FOR COMMUNITY ENGAGEMENT, THEREBY FULFILLING ITS MISSION TO BE A VALUABLE RESOURCE FOR THE PUBLIC. THE MUSEUM'S PERMANENT COLLECTION INCLUDES OVER 2,600 MODERN AND CONTEMPORARY WORKS OF ART IN A VARIETY OF MEDIA, FROM PAINTINGS, SCULPTURE, PHOTOGRAPHY AND WORKS ON PAPER TO DIGITAL AND TIME-BASED ARTWORK. SJMA IS THE ONLY COLLECTING ART INSTITUTION IN THE CITY OF SAN JOSE, THE ONLY CONTEMPORARY ART MUSEUM IN SILICON VALLEY ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS (AAM) AND A MEMBER OF THE ASSOCIATION OF ART MUSEUM DIRECTORS (AAMD). SJMA PROUDLY HAS EARNED A REPUTATION FOR ACQUIRING ART WORKS BY PIVOTAL ARTISTS WHOSE PRACTICES ADDRESS PRESSING CULTURAL, POLITICAL AND SOCIAL ISSUES, AND HAS A TRADITION OF ACQUIRING LANDMARK ARTWORK IN NEW MEDIA AND EMERGING FIELDS. THE MUSEUM ALSO HAS A SUCCESSFUL TRACK RECORD OF ACQUIRING AND EXHIBITING WORK BY CALIFORNIA ARTISTS OF NATIONAL AND INTERNATIONAL SIGNIFICANCE, AND NOW LOOKS TO ARTISTS WHO EXPLORE NEW REPRESENTATIONAL STRATEGIES IN THE DIGITAL AGE, BEFITTING A MUSEUM IN THE CAPITAL OF SILICON VALLEY. THE MUSEUM'S NEW COLLECTING PLAN (APPROVED IN 2018) IDENTIFIES THE FOLLOWING GOALS: TO REPRESENT SIGNIFICANT ART HISTORICAL DEVELOPMENTS IN MODERN AND CONTEMPORARY ART FROM THE 1960S TO THE PRESENT; TO PUT THE WORK OF PIVOTAL WEST COAST ARTISTS IN CONTEXT OF WORK BY MAJOR NATIONAL AND INTERNATIONAL ARTISTS; TO EMBRACE CULTURAL DIVERSITY AND SOCIAL ENGAGEMENT; TO REFLECT ARTISTIC EXPERIMENTATION AND INNOVATION; AND TO ADDRESS ISSUES OF IMPORTANCE TO THE MUSEUM'S COMMUNITIES. LOCATED SEVERAL BLOCKS FROM SAN JOSE STATE UNIVERSITY AND WITHIN 30 MINUTES OF APPROXIMATELY 14 OTHER COLLEGES AND UNIVERSITIES, SJMA IS A PRIMARY RESOURCE FOR UNIVERSITY STUDENTS AS WELL AS FOR THE AUDIENCES OF THE REGION, WHICH HAS THE GREATEST PROJECTED POPULATION GROWTH IN THE BAY AREA. STARTING IN 2019, SJMA OFFERED FREE ADMISSION TO YOUTH, COLLEGE STUDENTS WITH ID, AND TEACHERS TO DEEPEN SJMA'S RELATIONSHIPS WITH SCHOOLS AND UNIVERSITIES, AND TO BECOME A CRITICAL RESOURCE FOR THEIR CURRICULA. THE MUSEUM CREATED AN ACQUISITIONS ENDOWMENT IN 2012, WHICH AUGMENTS THE GENEROUS DONATIONS FROM COLLECTORS AND ARTISTS TO THE PERMANENT COLLECTION. IN ADDITION, IN 2017, THE MUSEUM BEGAN A CO-ACQUISITION PROGRAM WITH TWO OF THE MOST IMPORTANT CONTEMPORARY ART MUSEUMS IN THE UNITED STATES, TO EXPAND THE MUSEUM'S REACH AND OPPORTUNITY TO CONTRIBUTE TO PUBLIC DISCOURSE. SJMA REMAINS DEPENDENT IN LARGE MEASURE ON CULTIVATING OPPORTUNITIES AND SOLICITING DONATIONS: 90% OF THE WORKS IN THE COLLECTION HAVE BEEN ACQUIRED THROUGH DONATION, SIMILAR TO STATISTICS AT AAMD MEMBER MUSEUMS NATIONALLY. IN THE LAST TEN YEARS, SJMA LAUNCHED AN AMBITIOUS EXHIBITION PROGRAM TO FEATURE WORKS FROM THE PERMANENT COLLECTION IN THEMATIC SPECIAL EXHIBITIONS. FOR THE MUSEUM'S 50TH ANNIVERSARY SEASON (2019-2020) RECENT ACQUISITIONS, INCLUDING THE WORK OF VISIONARY WOMEN COLLECTION ARTISTS WERE HIGHLIGHTED IN SIX DEDICATED EXHIBITIONS AND A MAJOR NEW COMMISSIONED ARTWORK FOR THE LOBBY ATRIUM. CONTINUING A COMMITMENT TO SCHOLARLY PUBLICATIONS IN SUPPORT OF EXHIBITIONS AND THE PERMANENT COLLECTION, IN 2020 SJMA WILL PUBLISH AN ONLINE CATALOGUE FOCUSED ON 50 ARTISTS FROM THE PERMANENT COLLECTION CALLED 50X50: DIGITAL STORIES OF VISIONARY ARTISTS FROM THE COLLECTION, OPTIMIZED FOR PUBLICATION DISCOVERABILITY AND LONGEVITY. SJMA'S ACQUISITIONS REFLECT THE DIVERSITY THAT CHARACTERIZES LOCAL COMMUNITIES AND THE GLOBAL NATURE OF CONTEMPORARY ART. MAJOR EXHIBITION TEXTS ARE TRANSLATED INTO SPANISH AND VIETNAMESE, JOINING ENGLISH AS THE THREE OFFICIAL LANGUAGES OF SAN JOSE. PART V, LINE 4: THE PRIMARY OBJECTIVES OF THE MUSEUM'S ENDOWMENTS ARE TO SUPPORT THE OPERATIONS OF THE MUSEUM OVER TIME, WHILE PRESERVING THE ENDOWMENT'S INFLATION-ADJUSTED ASSET VALUE. PART X, LINE 2: THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE MUSEUM'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE MUSEUM HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE MUSEUM'S TAX POSITIONS AND CONCLUDED THAT ALL OF THE POSITIONS TAKEN BY THE MUSEUM IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -82,707. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 82,707. ANNUAL FALL GALA 793469 771092 22377 5836 21 434144 793469 771092 22377 5836 21 434144 440001 -417624 X X X 0 0 0 0 0 0 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 240350 0 0 0 0 0 12017 0 7071 0 259438 0 0 0 X 24 283571 FMV X 3750 FMV X SUPPLIES AND MISC 5 16107 FMV X GIFT CERTIFICATE, TICKETS 5 10330 FMV X FOOD & BEVERAGES 11 7497 FMV X JEWELRIES 1 1500 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 MISSION: THE SAN JOSE MUSEUM OF ART REFLECTS THE DIVERSE CULTURES AND INNOVATIVE SPIRIT OF SILICON VALLEY. THROUGH ITS EXHIBITIONS, PROGRAMS, SCHOLARSHIP, AND COLLECTIONS, SJMA CONNECTS THE PRESENT AND THE PAST, THE ART OF THE WEST COAST AND THE WORLD. THE MUSEUM FOSTERS AWARENESS OF ARTISTS' BROAD CONTRIBUTIONS TO SOCIETY AND ENGAGES AUDIENCES WITH THE ART OF OUR TIME AND THE VITALITY OF THE CREATIVE PROCESS. VISION: THE SAN JOSE MUSEUM OF ART IS THE PREEMINENT MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. SJMA ENRICHES ITS COMMUNITIES THROUGH INVITING, INNOVATIVE PROGRAMS AND CREATIVE, INTERACTIVE EXPERIENCES. IT PROVIDES DYNAMIC LEARNING OPPORTUNITIES FOR ADULTS AS WELL AS VITAL EDUCATIONAL SERVICES FOR YOUTHS AND FAMILIES, TO ENCOURAGE INQUIRY AND VISUAL THINKING. AS A CONSEQUENCE, SJMA IS RECOGNIZED FOR HIGH-QUALITY PROGRAMS, COLLABORATIVE ENDEAVORS, A DISTINCTIVE PERMANENT COLLECTION, AND ADVENTUROUS APPROACHES. THE MUSEUM CONNECTS ART AND LIFE; WORKS ACROSS CULTURAL BOUNDARIES; AND PROMOTES DEEPER AWARENESS, ENJOYMENT, AND KNOWLEDGE OF MODERN AND CONTEMPORARY ART AND DESIGN. SJMA IS A CULTURAL HUB FOR THE RESIDENTS OF THE REGION, A SPACE FOR PERSONAL REFLECTION, A GATHERING PLACE FOR CREATIVE THINKERS, AND A SOURCE OF VIBRANCY FOR THE CITY CENTER. FORM 990, PART III, LINE 4A PROJECTS TOUCH ON TIMELY TOPICS FROM MIGRATION AND IDENTITY TO ARTIFICIAL INTELLIGENCE AND INCLUDE SIGNIFICANT ORIGINAL AND TOURING EXHIBITIONS BY BOTH NATIONALLY AND INTERNATIONALLY ACCLAIMED ARTISTS AND EMERGING AND UNDER-RECOGNIZED PRACTITIONERS. SJMA SUPPORTS ITS EXHIBITION PROGRAM WITH SUBSTANTIAL ARTS EDUCATION AND OUTREACH EFFORTS, A STRONG COMMITMENT TO COMMUNITY PARTNERSHIP, AND A CORE COMMITMENT TO NURTURING A SENSE OF BELONGING AND WELCOME FOR ALL MEMBERS OF THE RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE COMMUNITY. THE MUSEUM HAS A PUBLICLY STATED COMMITMENT TO ENSURE THAT THE MAJORITY OF ARTIST ON VIEW IN ANY GIVEN SEASON ARE WOMEN OR ARTISTS OF COLOR AND WORKS TO ELIMINATE BARRIERS TO ACCESS BY OFFERING WEEKEND AND EVENING HOURS, ELIMINATING ADMISSION FEES FOR STUDENTS AND TEACHERS, AND PROVIDING EXHIBITION DIDACTICS IN ENGLISH, SPANISH, AND VIETNAMESE - THE THREE OFFICIAL LANGUAGES OF SAN JOSE. IN FY22 SJMA DOUBLED DOWN ON ITS COMMITMENT TO BEING ACCESSIBLE AND WELCOMING BY EXPANDING ITS ONSITE PROGRAMS WHILE ALSO MAINTAINING STRICT COVID-19 SAFETY PROTOCOLS FOR VISITORS AND STAFF. SJMA SERVED OVER 48,000 PEOPLE VIA GENERAL ADMISSION, PUBLIC PROGRAMS, AND ARTS EDUCATION PROGRAMS. NEARLY HALF OF GENERAL ADMISSION WAS FREE, WITH COLLEGE STUDENTS REPRESENTING 20% OF ONSITE VISITORS. SJMA'S THOUGHT-PROVOKING AND SOCIALLY RELEVANT EXHIBITIONS CENTERED ON THE PERMANENT COLLECTION IN UNPRECEDENTED WAYS. EXHIBITIONS INCLUDED THE LANDMARK PRESENTATION OF HITO STEYERL: FACTORY OF THE SUN; A SPOTLIGHT ON ABSTRACTION WITH BREAK + BLEED; AND AN EXHIBITION OF FIGURATIVE REPRESENTATION TITLED OUR WHOLE UNRULY SELVES FEATURING WORKS BY ARTISTS OF COLOR AS WELL AS QUEER, IMMIGRANT, DISABLED, AND UNDOCUMENTED ARTISTS THAT CHALLENGED EFFORTS TO EASILY REPRESENT THE BODY AS A SITE OF IDENTITY. IN SUPPORT OF BORDERLESS INITIATIVES, SJMA'S FY22 EXHIBITION PROGRAM ALSO INCLUDED TWO OFF-SITE ARTIST COMMISSIONS: TREVOR PAGLEN'S SOUND PIECE, THERE WILL COME SOFT RAINS (2021) IN THE HISTORIC CLOCKTOWER, AND WAYFINDER, CONSISTING OF COMMISSIONED STREET BANNERS BY ARTIST CLARE ROJAS, WHICH GUIDES VISITORS TO DISCOVERY MEADOW WHERE THE 2018 COMMISSIONED MURAL SOPHIE HOLDING THE WORLD TOGETHER - OF IMMIGRATION RIGHTS ACTIVIST SOPHIE CRUZ - BY EL MAC AND THE PROPELLER GROUP STANDS AS A PERMANENT GIFT TO THE CITY. COMMUNITY PARTNERS WERE FEATURED THROUGHOUT THE EXHIBITION PROGRAM: A CURRENT PROJECT ORGANIZED BY ARTIST AISLINN THOMAS IN PARTNERSHIP WITH TEATRO VISION RECORDED TWENTY INTERGENERATIONAL CONTRIBUTORS DESCRIBING THE ARTWORKS ON VIEW AS PART OF AN EXPERIMENTAL AUDIO GUIDE FOR THE EXHIBITION OUR WHOLE, UNRULY SELVES. AN SJSU COURSE CREATED THE VIRTUAL ENGAGEMENT SPACE FOR HITO STEYERL: FACTORY OF THE SUN AND SAN JOSE JAZZ WAS COMMISSIONED TO DO A SERIES OF IN-GALLERY PERFORMANCES RESPONDING TO THE WORK ON VIEW IN OUR WHOLE UNRULY SELVES FROM MARCH-JUNE 2022. SCOPE OF SJMA'S COLLECTION AND THE NATURE OF EXHIBITIONS DRAWN FROM THE COLLECTION ARE DESCRIBED IN SCHEDULE D PART III, LINE 4. NUMBER OF PEOPLE SERVED IN FY22: IN FY22, SJMA SERVED 31,782 PEOPLE IN PERSON, AND 16,532 VIRTUALLY. FORM 990, PART III, LINE 4B CLASSROOM-BASED PROGRAMS ARE OFFERED TO TITLE I SCHOOLS FOR FREE. HOUR-LONG DOCENT PRESENTATIONS ON ART HISTORY TO SEMESTER-LONG ARTIST RESIDENCIES. ON-SITE AND VIRTUAL PROGRAMS INCLUDE A ROBUST MUSEUM FIELD TRIP PROGRAM; FAMILY PROGRAMMING, INCLUDING THREE FREE COMMUNITY DAYS THAT ATTRACT OVER 2,500 PEOPLE ANNUALLY; AND A POPULAR KIDS SUMMER ART CAMP INSPIRED BY EXHIBITIONS ON VIEW. 1-WEEK SUMMER CAMP SCHOLARSHIPS ARE OFFERED TO AT-RISK CHILDREN AND YOUTH BASED IN SAN JOSE SCHOOLS. THE MUSEUM OFFER A RANGE OF LECTURES AND PUBLIC PROGRAMS FOR ADULT AUDIENCES TO INSPIRE LIFELONG LEARNING, FROM ARTIST TALKS AND GALLERY TOURS TO ARTMAKING WORKSHOPS. DURING THE 2021-2022 SCHOOL YEAR, SJMA SERVED 19,354 STUDENTS, 52% OF WHICH WERE BASED IN TITLE I SCHOOLS AND PARTICIPATED IN PROGRAMS FOR FREE. AS THE LARGEST PROVIDER OF ARTS EDUCATION IN SANTA CLARA COUNTY, SJMA IS DEEPLY COMMITTED TO SERVING AS A TRUSTED AND RESPONSIVE EDUCATIONAL RESOURCE TO AREA SCHOOLS. K-12 PROGRAMS CONTINUE TO BE OFFERED IN BOTH VIRTUALLY AND IN-PERSON FORMATS TO BETTER MEET THE NEEDS OF INDIVIDUAL CLASSROOMS. SJMA SERVED 1,011 STUDENTS VIA ITS PREMIER FIELD TRIP PROGRAM, TWO PART ART, WHICH COMBINES A VISUAL THINKING STRATEGIES (VTS) TOUR WITH A HANDS-ON ART MAKING ACTIVITY. SJMA HAS SUCCESSFULLY ADAPTED THIS POPULAR PROGRAM TO BE RESPONSIVE TO VARYING CLASSROOM NEEDS BY OFFERING IT BOTH ONSITE AND VIRTUALLY. OF THE TOTAL STUDENTS SERVED, 56% PARTICIPATED VIRTUALLY, AND 44% VISITED SJMA IN PERSON. THE MUSEUM SERVED 967 STUDENTS THROUGH ITS MULTI-WEEK CLASSROOM RESIDENCY PROGRAM, SOWING CREATIVITY. 62% OF STUDENTS WERE BASED IN SAN JOS TITLE I SCHOOLS. DESPITE THE ONGOING COVID-RELATED RESTRICTIONS DURING THE SCHOOL YEAR, SJMA ACHIEVED 80% OF PRE-PANDEMIC SERVICE LEVELS. THIS IN-DEMAND PROGRAM BRINGS PROFESSIONAL TEACHING ARTISTS TRAINED IN CROSS-CURRICULAR CONTENT TO ELEMENTARY CLASSROOMS TO LEAD STUDENTS IN CHALLENGING AND ENGAGING HANDS-ON ACTIVITIES. IN RESPONSE TO FEEDBACK FROM TEACHERS, SJMA RELAUNCHED SOWING CREATIVITY DURING FY22 TO OFFER GREATER FLEXIBILITY FOR INDIVIDUAL CLASSROOM NEEDS. RESIDENCIES ARE NOW OFFERED IN 4-WEEK, 6-WEEK, OR 8-WEEK UNITS AND THE ASSIGNED TEACHING ARTIST WORKS CLOSELY WITH THE CLASSROOM TEACHER TO CREATE A CUSTOMIZED LESSON PLANS DRAWING FROM A LARGE REPOSITORY OF CROSS-CURRICULAR LESSONS. SJMA PROVIDES ALL NECESSARY ART MATERIALS, INCLUDING A SKETCHBOOK FOR EACH CHILD. ART SUPPLIES NOW REMAIN WITH THE CLASSROOM AFTER THE PROGRAM ENDS TO ENCOURAGE ONGOING USE. DURING THE PANDEMIC, SJMA LAUNCHED A TEACHER ADVISORY COMMITTEE, WHO HAS PROVIDED RECOMMENDATIONS ON OUTREACH TO TEACHERS, EVALUATION PROCEDURES, AND ALIGNMENT WITH CURRICULUM. PARTICIPATING TEACHERS ARE ALSO SUBSCRIBED TO THE MUSEUM'S MONTHLY ONLINE NEWSLETTER, "SKETCHBOOK", WHICH INCLUDES LINKS TO ONLINE ART TUTORIALS, INFORMATION ABOUT OTHER OPPORTUNITIES AT SJMA, AND A SPACE FOR TEACHERS TO SHARE INFORMATION WITH EACH OTHER AND THE MUSEUM ABOUT INTEGRATING ART THROUGHOUT THEIR CURRICULA. SJMA'S LET'S LOOK AT ART DOCENTS SERVED OVER 17,000 STUDENTS THROUGHOUT SANTA CLARA COUNTY WITH FREE HOUR-LONG ARTS APPRECIATION PRESENTATIONS IN THE CLASSROOM. LLAA/AITD VOLUNTEERS PROVIDE FREE FAMILY PASSES TO STUDENTS SO THAT THEY CAN VISIT SJMA DURING THEIR FREE TIME. TO SUPPORT ONGOING LEARNING AND ENCOURAGE ART MAKING IN THE CLASSROOM AND AT HOME, A DEDICATED TEACHER AND FAMILY RESOURCES PAGE CONTAINS ON-DEMAND VIDEO TUTORIALS AND CURRICULUM ALIGNED ARTMAKING LESSON PLANS. NUMBER OF STUDENTS SERVED: 19,354 FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS THE SAN JOSE MUSEUM OF ART USES TO REVIEW THE FORM 990 IS SET FORTH IN ITS RISK MANAGEMENT AND FISCAL OPERATING POLICIES. PRIOR TO FILING WITH THE IRS, THE ANNUAL TAX RETURN (FORM 990) SHALL BE REVIEWED BY THE FINANCE AND POLICY COMMITTEE AND SHALL BE PROVIDED TO THE BOARD OF TRUSTEES, TO COMPLY WITH SUGGESTED BEST PRACTICES. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, STAFF MEMBERS AND COMMUNITY MEMBERS OF BOARD COMMITTEES MUST FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS DISCLOSURE STATEMENT ASKS IF THE RESPONDENTS ARE AWARE OF ANY AFFILIATIONS, EMPLOYMENT OR OTHER MATTERS INVOLVING THE INDIVIDUAL OR ANY OF IMMEDIATE FAMILY THAT MIGHT BE PERCEIVED TO COMPROMISE YOUR OBLIGATIONS TO THE MUSEUM AND SHOULD THEREFORE BE REPORTED IN LIGHT OF THE CODE OF ETHICS. SPECIFICALLY, THE DISCLOSURE STATEMENT ASKS IF SJMA HAS A BUSINESS RELATIONSHIP WITH ANY ENTITY FROM WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS HAVE RECEIVED ANY COMPENSATION, INCOME, LOANS OR GIFTS OR OF WHICH THE INDIVIDUAL OR HIS/HER IMMEDIATE FAMILY MEMBERS ARE A TRUSTEE, OFFICE, DIRECTOR OR EMPLOYEE. IN ADDITION, DISCLOSURE IS REQUIRED IF THE INDIVIDUAL OR IMMEDIATE FAMILY MEMBERS HOLD AN OWNERSHIP INTEREST IN A CLOSELY HELD COMPANY OR A 5% OWNERSHIP INTEREST IN A PUBLIC COMPANY WITH THE MUSEUM HAS A BUSINESS RELATIONSHIP. ALL RESPONDENTS ARE ASKED TO SUPPLEMENT THE INFORMATION IN THE EVENT OF ANY CHANGES BEFORE THE NEXT ANNUAL DISCLOSURE. ALL STAFF RESPONSES ARE REVIEWED BY THE EXECUTIVE DIRECTOR. ALL OTHER RESPONSES ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES. IF A RESPONSE ON A DISCLOSURE IDENTIFIES A CONFLICT, THE INTERESTED TRUSTEE, STAFF MEMBER, OR VOLUNTEER (A COMMUNITY MEMBER OF A BOARD COMMITTEE) SHALL REFRAIN FROM ATTEMPTING TO INFLUENCE ANY DECISION OF THE BOARD, BOARD COMMITTEE, OR STAFF ON ANY MATTER WHICH MAY INVOLVE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND SHALL ABSTAIN FROM VOTING ON ANY SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE SJMA BOARD OF TRUSTEES HAS ESTABLISHED A COMPENSATION PHILOSOPHY THAT BALANCES MULTIPLE OBJECTIVES: APPROPRIATE STEWARDSHIP OF ITS FINANCIAL RESOURCES; ADHERENCE TO THE STRATEGIC PLAN AND ARTISTIC EXCELLENCE IN PROGRAMMING; AND INCLUSIVE PRACTICES FOR ITS PEOPLE & WORKPLACE WITH A FOCUS ON EQUITY. SJMA AIMS TO PAY IN THE TOP 50% OF COMPARABLE SALARIES FOR NEXT-STAGE PEER INSTITUTIONS AND COMPENSATION IS ESTABLISHED COMMENSURATE WITH EXPERIENCE AND TRAINING, AND IN ACCORDANCE WITH ANNUAL PERFORMANCE REVIEWS TYING JOB DESCRIPTIONS AND GOALS TO KEY PERFORMANCE INDICATORS (KPI). THE EXECUTIVE LEADERSHIP TEAM WORKS WITH THE HR DIRECTOR TO ATTRACT, RETAIN AND MOTIVATE THE TALENT NEEDED TO MAINTAIN THE MUSEUM'S STRATEGIC GOALS AS A COMMUNITY-FOCUSED PARTNER WITH EQUITY AT ITS CENTER. IN ADDITION TO SALARY, SJMA PROVIDES HEALTH AND RETIREMENT BENEFITS COMMENSURATE WITH THE ABOVE PHILOSOPHY. RETIREMENT-PLAN CONTRIBUTIONS FOR FY22 WERE 5%. THE SALARY LEVELS OF THE EXECUTIVE DIRECTOR; DIRECTOR OF DEVELOPMENT; THE DEPUTY DIRECTOR; AND THE DIRECTOR OF FINANCE WERE ESTABLISHED AND APPROVED BY THE BOARD LEADERSHIP IN ACCORDANCE WITH THIS COMPENSATION PHILOSOPHY, BASED ON THE ANNUAL SALARY SURVEY OF THE ASSOCIATION OF ART MUSEUM DIRECTORS, AS WELL AS OTHER DATA SOURCES FOR PROFESSIONAL COMPENSATION ANALYSIS. THE MUSEUM HAS A ROBUST ANNUAL PERFORMANCE REVIEW PROCESS SINCE 2017 AND INVESTS IN ON-GOING MANAGEMENT TRAINING FOR MANAGERS ON PERFORMANCE MANAGEMENT, PROJECT MANAGEMENT AND CHANGE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE SAN JOSE MUSEUM OF ART POSTS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON ITS WEBSITE. THESE DOCUMENTS ARE MADE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G CONSULTING AND OTHER: PROGRAM SERVICE EXPENSES 370,929. MANAGEMENT AND GENERAL EXPENSES 102,218. FUNDRAISING EXPENSES 46,287. TOTAL EXPENSES 519,434. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 8,560. MANAGEMENT AND GENERAL EXPENSES 2,359. FUNDRAISING EXPENSES 1,068. TOTAL EXPENSES 11,987. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,101. MANAGEMENT AND GENERAL EXPENSES 4,988. FUNDRAISING EXPENSES 2,259. TOTAL EXPENSES 25,348.