2023-02-02T17:56:50-06:00 2022-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2021-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 6192327931 2022-11-15 1 DONNA DOMINIAK 999009999 DEBRA D SMITH CPA P00646873 7604318440 2023-02-01 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 19477446 0 X WWW.SDMART.ORG X 1935 CA TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 38 38 125 597 7502 7502 4055427 6433773 483480 1777344 7142348 5554267 3715 230434 11684970 13995818 0 0 0 0 6248578 6332896 0 180000 802490 4749320 8807129 10997898 15320025 687072 -1324207 97897438 78902831 8530387 7670106 89367051 71232725 X TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 0 0 4630701 1754119 EXHIBITIONS: THE MUSEUM PRESENTED A BROAD RANGE OF EXHIBITIONS DURING THE YEAR. THESE WERE CREATED FROM THE MUSEUM'S OWN COLLECTION, AS WELL AS BORROWED FROM OTHER MUSEUMS AND LENDERS. EVERYTHING YOU SEE COULD BE A LIE: PHOTOREALISTIC DRAWINGS BY ANA DE ALVEAR, CRANACH TO CANALETTO: MASTERPIECES FROM THE BEMBERG FOUNDATION, MASTERS OF PHOTOGRAPHY: THE GARNER COLLECTION, MONET TO MATISSE: IMPRESSIONIST MASTERPIECES FROM THE BEMBERG FOUNDATION AND TERRA: FERNANDO CASASEMPERE WERE SOME OF THE EXHIBITIONS PRESENTED DURING FISCAL YEAR 2022.EVERYTHING YOU SEE COULD BE A LIE: PHOTOREALISTIC DRAWINGS BY ANA DE ALVEAR PRESENTED WORKS FROM A CONTEMPORARY ARTIST THAT RECALL THE EUROPEAN STILL LIFE PAINTINGS IN THE MUSEUM'S COLLECTION. THEY FOCUS ON THE TRADITION THAT SPANS SEVERAL CENTURIES TO DISPLAY THE OBJECTS THAT WERE VALUED AND DESIRED IN A WEALTHY OR MERCHANT CLASS HOME, FROM FINE FOODS TO IMPORTED PORCELAIN. ON CLOSER INSPECTION, THE WORKS REVEAL SURPRISING THINGS. ALTHOUGH THE IMAGES LOOK LIKE A PHOTOGRAPH, THEY ARE NOT MADE WITH THE ASSISTANCE OF A DIGITAL OR MECHANICAL PROCESS. THEY ARE DONE BY HAND WITH A COLORED PENCIL ON PAPER. ALSO FOUND WITHIN THE DETAILS ARE ALLUSIONS TO ENVIRONMENTAL CONCERNS, SUCH AS AN ARTIFICIAL BEE TRYING TO FIND A PLACE TO POLLINATE IN A BOUQUET OF ARTIFICIAL FLOWERS.CRANACH TO CANALETTO: MASTERPIECES FROM THE BEMBERG FOUNDATION AFFORDED THE MUSEUM VISITORS THE EXPERIENCE OF THE FIRST-EVER US INSTALLATION OF MASTERWORKS FROM FRENCH COLLECTOR GEORGES BEMBERG. ARTISTS REPRESENTED IN THE FOUNDATION'S COLLECTION INCLUDE THE VENETIAN PAINTERS TINTORETTO, TITIAN AND CANALETTO; FRENCH ARTISTS CLOUET, NATTIER AND BOUCHER; AND FLEMISH AND DUTCH PAINTERS BRUEGHEL, VAN GOYEN AND VAN DYCK. IN ADDITION, FOUR LUCAS CRANACH PAINTINGS ATTEST TO BEMBERG'S APPRECIATION OF THIS SEMINAL FIGURE OF THE GERMAN RENAISSANCE. THE BEMBERG FOUNDATION WORKS WERE AT HOME ALONGSIDE MANY OF THE PAINTINGS FROM THE MUSEUM'S PERMANENT COLLECTION.MASTERS OF PHOTOGRAPHY: THE GARNER COLLECTION IS A BROAD SAMPLING FROM A LOCAL COLLECTOR EMPHASIZING ICONIC IMAGES BY SOME OF THE MOST FAMOUS PHOTOGRAPHERS OF THE 20TH CENTURY TO THE PRESENT. THE EXHIBITION WAS GROUPED THEMATICALLY TO EXPLORE A VARIETY OF APPROACHES TO THE PHOTOGRAPHIC MEDIUM AND INCLUDED WORKS FROM ANSEL ADAMS, BERENICE ABBOTT, MARGARET BOURKE-WHITE, FRANK EUGENE AND GREGORY CREWDSON. THROUGH THIS SURVEY OF PHOTOGRAPHIC MASTERS, VISITORS WOULD BE ABLE TO STUDY INFLUENTIAL IMAGES FROM ACROSS THE CENTURY WHILE DISCOVERING THE ARTISTS AND TECHNIQUES BEHIND THEM.MONET TO MATISSE: IMPRESSIONIST MASTERPIECES FROM THE BEMBERG FOUNDATION ALLOWED THE MUSEUM TO PRESENT ADDITIONAL, EXTRAORDINARY WORKS FROM THE COLLECTION OF GEORGES BEMBERG. AS A COLLECTOR, BEMBERG GRAVITATED TOWARD THE AVANT-GARDE ARTISTIC MOVEMENTS OF THE LATE 19TH AND EARLY 20TH CENTURIES: IMPRESSIONISM AND ITS SUBSEQUENT POST-IMPRESSIONIST VARIATIONS. ARTISTS REPRESENTED IN THIS EXHIBITION INCLUDED CLAUDE MONET, PAUL CEZANNE, HENRI MATISSE, RAOUL DUFY AND PIERRE BONNARD. TERRA: FERNANDO CASASEMPERE IS THE CHILEAN ARTIST'S FIRST EXHIBITION IN THE UNITED STATES. HE USES THE EARTH AS HIS MEDIUM AS WELL AS HIS SUBJECT. HE EXPLORES IDEAS OF LANDSCAPE, ARCHITECTURE AND HISTORY WITH A FOREBODING SENSE OF ENVIRONMENTAL COLLAPSE. HIS WORK IS CULTURALLY ROOTED IN PRE-COLUMBIAN ART AND THE ARCHITECTURE OF LATIN AMERICA. CASASEMPERE'S CONTINUAL EXPLORATION AND UNDERSTANDING OF HIS MEDIA HAS ACHIEVED UNPRECEDENTED RESULTS, COMBINING CLAYS THAT HISTORICALLY HAVE NOT BEEN ABLE TO BE FIRED TOGETHER, CREATING STABLE STRUCTURES THAT APPEAR TO BE TEETERING ON THE EDGE OF DESTRUCTION. THE MUSEUM PRESENTED SMALLER EXHIBITIONS IN ITS PERMANENT COLLECTION GALLERIES, SUCH AS OF SEA AND SAND: CALIFORNIA PAINTINGS, JOHN MIRELES: DISESTABLISHMENT, PEARLS FROM THE OCEAN OF CONTENTMENT: SELECTIONS FROM THE EDWIN BINNEY 3RD COLLECTION, WANG QINGSONG: MANUFACTURED CULTURE, FORTUNY: MASTER OF LIGHT AND LINE, ALONG WITH ROTATIONS IN THE AMERICAN ART GALLERY. 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 60,000 DOWNLOADS AND INCLUDES 9 AUGMENTED REALITY EXPERIENCES. IN FY22, THE APP WAS USED OFFSITE IN 32 STATES AND 33 COUNTRIES. THESE DIVERSE EXHIBITIONS AND THEIR COMPLEMENTARY PROGRAMS RESULTED IN THE MUSEUM WELCOMING APPROXIMATELY 395,000 VISITORS IN FISCAL YEAR 2022. 3727624 363259 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 2022, THE MUSEUM ACQUIRED A SIGNIFICANT PIECE OF ART BY JUSEPE DE RIBERA, SUSANNA AND THE ELDERS 1610-1612, OIL ON CANVAS. THE PIECE ENHANCES THE COLLECTION BY STRENGTHENING THE MUSEUM'S COLLECTION OF OLD MASTER PAINTINGS, PARTICULARLY WORKS FROM SPAIN. THE IS THE SECOND AND LARGEST PAINTING BY THIS ARTIST TO JOIN THE COLLECTION AND THE ONLY ONE DEALING WITH A FEMALE SUBJECT. IN ADDITION, CONSERVATION BEGAN ON WORKS OF ART TO BE FEATURED IN FUTURE EXHIBITIONS, BOTH AT THE MUSEUM AND AT OTHER INSTITUTIONS. 801457 6027 PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCES, FILMS, TEEN SUMMER STUDIOS, SUMMER CAMPS AND LECTURES. IN FY22, THE MUSEUM CONTINUED COLLABORATIONS WITH LOCAL ARTS INSTITUTIONS, SUCH AS THE SAN DIEGO OPERA, THE SAN DIEGO SHAKESPEARE SOCIETY AND THE SAN DIEGO YOUTH SYMPHONY. THE PROGRAMS WERE OFFERED IN-PERSON AND THROUGH THE MUSEUM'S SOCIAL MEDIA AND YOUTUBE CHANNELS. THE MUSEUM CELEBRATED ITS 15TH SEASON OF PARTNERSHIP WITH ART OF ELAN. THE ART OF ELAN CONCERT SERIES AIMS TO BRING THE EXCITEMENT OF CLASSICAL MUSIC TO DIVERSE AUDIENCES THROUGH INNOVATIVE PROGRAMMING. THE MUSEUM ALSO OFFERED NUMEROUS LECTURES THROUGHOUT FISCAL YEAR 2022. 1537128 307156 OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2022, THE MUSEUM SERVED AN AUDIENCE OF APPROXIMATELY 395,000 VISITORS FROM LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES. THE MUSEUM PRODUCED TWO ISSUES OF ITS MEMBER'S MAGAZINE. THE MUSEUM WAS SUPPORTED BY APPROXIMATELY 6,050 MEMBERS DURING THE YEAR. ALTHOUGH THE MUSEUM WAS FULLY REOPENED IN FISCAL YEAR 2022, VIRTUAL PROGRAMMING CONTINUED TO BE PROVIDED TO ENGAGE AND INSPIRE OUR AUDIENCES. 1537128 307156 10696910 1 1 0 0 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 44 0 125 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DONNA DOMINIAK 6192327931 PO BOX 122107 SAN DIEGO CA 92112 TAFFIN RAY PRESIDENT 1.00 X X 0 0 0 EUGENE MITCHELL VICE-PRESIDENT 1.00 X X 0 0 0 TONI BLOOMBERG VICE-PRESIDENT 1.00 X X 0 0 0 GITA KHADIRI VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT DOTSON TREASURER 1.00 X X 0 0 0 MARTI ANDREWS SECRETARY 1.00 X X 0 0 0 ANALIA REGGIO TRUSTEE 1.00 X 0 0 0 ANTHONY BOGANEY TRUSTEE 1.00 X 0 0 0 ARMANDO IBARRA JR TRUSTEE 1.00 X 0 0 0 BARBARA KATZ TRUSTEE 1.00 X 0 0 0 BILL VANDEWEGHE TRUSTEE 1.00 X 0 0 0 BETTY ANN HOEHN TRUSTEE 1.00 X 0 0 0 DEMI ROGOZIENSKI TRUSTEE 1.00 X 0 0 0 FRANK ROGOZIENSKI ASSISTANT SECRETARY 1.00 X 0 0 0 JAMES KINNEY TRUSTEE 1.00 X 0 0 0 DANIEL SWASBROOK TRUSTEE 1.00 X 0 0 0 JANICE LOWENBERG ASSISTANT TREASURER 1.00 X 0 0 0 JEANETTE FAVROT PETERSON TRUSTEE 1.00 X 0 0 0 JOAN FABIANO TRUSTEE 1.00 X 0 0 0 JOANIE O'LEARY TRUSTEE 1.00 X 0 0 0 JOYCE GATTAS TRUSTEE 1.00 X 0 0 0 KATHEE MANGAN CHRISTENSEN TRUSTEE 1.00 X 0 0 0 KIM SOKOL FULLER TRUSTEE 1.00 X 0 0 0 MARIANELA DE LA HOZ TRUSTEE 1.00 X 0 0 0 MELINDA KIMBRO TRUSTEE 1.00 X 0 0 0 MICKI OLIN TRUSTEE 1.00 X 0 0 0 PHYLLIS SPEER TRUSTEE 1.00 X 0 0 0 RACHEL INMON TRUSTEE 1.00 X 0 0 0 ROBIN WILSON CARRIER TRUSTEE 1.00 X 0 0 0 ROSS HARTER TRUSTEE 1.00 X 0 0 0 LESTER MACHADO TRUSTEE 1.00 X 0 0 0 LAURA EMBRY TRUSTEE 1.00 X 0 0 0 SUSAN URQUIDI TRUSTEE 1.00 X 0 0 0 TOM GILDRED TRUSTEE 1.00 X 0 0 0 POLLY LIEW TRUSTEE 1.00 X 0 0 0 JUDITH A WILSON TRUSTEE 1.00 X 0 0 0 PAMELA GABRIEL TRUSTEE 1.00 X 0 0 0 JACKI JOHNSON TRUSTEE 1.00 X 0 0 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 40.00 X 475370 0 36268 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 40.00 X 149819 0 27293 KARI KOVACH CHIEF OPERATING OFFICER 40.00 X 149506 0 12861 ANITA FELDMAN DD - CURATORIAL/EDUCATION 40.00 X 177149 0 17673 STACEY LOOMIS DIRECTOR - DEVELOPMENT 40.00 X 125555 0 16077 RONDA CLAIR DIRECTOR - HUMAN RESOURCES 40.00 X 109812 0 32164 1187211 0 142336 6 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 741108 AO REED 4777 RUFFNER STREET SAN DIEGO CA 92186 REPAIR SERVICES 595444 MASTERPIECE INTERNATIONAL LTD 39 BROADWAY NEW YORK NY 10006 FREIGHT SERVICES 351580 THE IDEA BRAND DBA 62 ABOVE 302 WASHINGTON STREET 624 SAN DIEGO CA 92103 MARKETING 165266 CANTERBURY CONSULTING INC 610 NEWPORT CENTER DR SUITE 500 NEWPORT BEACH CA 92660 INVESTMENT ADVISOR 127248 7 1000632 726427 1087390 3619324 163804 6433773 ADMISSIONS 712110 1754119 1754119 OTHER RELATED INCOME 712110 17198 17198 CONCERTS/EDUCATION 712110 6027 6027 1777344 1254754 1254754 112650 0 112650 112650 112650 8472679 363259 4536425 0 3936254 363259 4299513 363259 3936254 280485 726427 683302 -402817 -402817 551859 261901 289958 289958 CAFE COMMISSIONS 900099 223141 223141 PARTNERSHIP K-1'S NET UBI 900099 7502 7502 230643 13995818 2430561 7502 5123982 1001999 238241 504568 259190 4259949 2733548 1353629 172772 122872 62083 53062 7727 653113 329997 282045 41071 294963 166446 105767 22750 45800 45800 180000 180000 298055 298055 682231 317162 295227 69842 349602 123089 222665 3848 89644 70557 7007 12080 37319 37313 6 867512 808858 47461 11193 63957 27577 36380 12487 11847 499 141 575937 546448 22981 6508 374556 339349 26724 8483 ART ACQUISITIONS 3690093 3690093 0 0 FEES AND HONORARIUMS 572367 534050 35864 2453 FREIGHT 363683 363683 0 0 REPAIRS/MAINTENENCE 294679 20841 273838 0 489207 275728 209053 4426 15320025 10696910 3820625 802490 1371035 1618464 5511607 5232013 229123 1413245 875910 108640 135453 111928 62406 36241 12154368 7209403 4461807 4944965 54306928 40880270 30869892 24491854 73277 65211 97897438 78902831 1899763 1833439 2777 2757 184126 133910 6443721 5700000 8530387 7670106 X 64345186 48652257 25021865 22580468 89367051 71232725 97897438 78902831 X -1324207 -16723222 -86897 X 0 1 X 1 0 X 5327972 7589849 3535082 4055427 6433773 26942103 5327972 7589849 3535082 4055427 6433773 26942103 3974423 22967680 1621344 1744344 1386206 1059533 1367404 7178831 1569 1379 993 39771 7502 51214 34172148 8602763 0.67210 0.64880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 85325460 183185 -11618352 5485875 298055 68106363 68803350 203939 21987246 5374533 294542 85325460 70261653 897968 2002414 4102000 256685 68803350 70186893 200000 3747559 3637182 235617 70261653 69205362 6304774 5057665 265578 70186893 0.70925 0.14681 0.14394 0 0 3378554 3378554 0 7495694 3631202 3864492 347850 199647 148203 932270 932270 4944965 ALTERNATIVE INVESTMENTS 23525090 F BENEFICIAL INTEREST IN ASSETS HELD AT THE SAN DIEGO FOUNDATION 966764 F 24491854 DEMAND CERTIFICATES 5700000 5700000 X -2429054 -16723222 603907 -16119315 13690261 298055 7502 305557 13995818 15705272 683302 683302 15021970 298055 298055 15320025 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, 2022 AND 2021 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUSTS -79,395. SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 683,302. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI 7,502. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 683,302. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES EDUCATION CONSULTATION FEE, TOUR GUIDE SERVICES, CATERING 38775 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ART, MUSEUM STORE MERCHANDISE, EXHIBITION FEES, LECTURE HONORARIUM 3833536 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MUSEUM STORE MERCHANDISE 1757 0 0 0 0 0 0 3874068 0 3874068 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 1 COMMUNITY COUNSELLING SERVICE COLLC 100 SPECTRUM CENTER DRIVE SUITE 12 IRVINE CA 92618 CAMPAIGN 0 25000 180000 -155000 25000 180000 -155000 CA ART ALIVE 1006912 726427 280485 156399 526903 1006912 726427 280485 156399 526903 683302 -402817 X X X X X 0 0 0 0 0 0 0 1 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 398320 0 77050 0 0 0 10150 0 26118 0 511638 0 0 0 ANITA FELDMAN DD - CURATORIAL/EDUCATION 177149 0 0 0 0 0 6217 0 11456 0 194822 0 0 0 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 149819 0 0 0 0 0 5389 0 21904 0 177112 0 0 0 KARI KOVACH CHIEF OPERATING OFFICER 149506 0 0 0 0 0 5260 0 7601 0 162367 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. PART I, LINE 7 ROXANA VELASQUEZ RECEIVED A BONUS OF $77,050 IN RECOGNITION OF HER 10 YEARS AS THE MUSEUM'S EXECUTIVE DIRECTOR AND CEO AND THE ACCOMPLISHMENTS DURING HER TENURE. OVER THE PAST 10 YEARS, THE MUSEUM HAS BROUGHT INCREASINGLY HIGH CALIBER EXHIBITIONS TO SAN DIEGO, ALONG WITH ORGANIZING EXHIBITIONS THAT THE MUSEUM OPENED AT OTHER NATIONAL AND INTERNATIONAL VENUES. THESE EXHIBITIONS HAVE GARNERED MEDIA ATTENTION AND COVERAGE BOTH NATIONALLY AND INTERNATIONALLY. THE MUSEUM HAS ALSO MADE SIGNIFICANT ACQUISITIONS OF ART WHICH HAVE STRENGTHENED AND ENHANCED THE PERMANENT COLLECTION IN NUMEROUS AREAS. X SEE STATEMENT X 9 75913 FAIR MARKET VALUE X CATERING 20 81898 FAIR MARKET VALUE X FOOD AND BEVERAGES 2 3060 FAIR MARKET VALUE X FLORALS/BALLOONS 2 2469 FAIR MARKET VALUE X SCANNER / PRINTER 1 464 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 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 -79,395. GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI -7,502.