CONTEMPORARY JEWISH MUSEUM: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CONTEMPORARY JEWISH MUSEUM (EIN 47-0920831)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202221339349309597
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T18:05:34-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470920831 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONTEMPORARY JEWISH MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4156557800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRY KING | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 4156557800 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERRY | PersonFirstNm |
| Person Last | KING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL V ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHAD COERVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,324,720 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECJM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MAKES THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT THROUGH ART & PROGRAMS THAT CHALLENGE & INSPIRE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $8,348 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,727,940 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,046,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $128,343 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,681 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,556,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,770,722 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$196,884 | PYOtherRevenueAmt |
| CY Other Revenue | -$233,572 | CYOtherRevenueAmt |
| PY Total Revenue | $6,215,554 | PYTotalRevenueAmt |
| CY Total Revenue | $7,614,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,789,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,485,374 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $116,687 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $77,865 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,342,041 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,695,534 | PYOtherExpensesAmt |
| CY Other Expenses | $4,584,904 | CYOtherExpensesAmt |
| PY Total Expenses | $9,601,954 | PYTotalExpensesAmt |
| CY Total Expenses | $7,148,143 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,386,400 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $466,758 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,973,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,846,613 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,459,916 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,946,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,514,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,899,904 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMTEMPORARY 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,627,066 | ExpenseAmt |
| Revenue | $36,886 | RevenueAmt |
| Desc | SEE SCHEDULE O.ACTIVITY 1:CJM AUDIENCESIN FISCAL YEAR 2021, THE CJM ACCOMPLISHED ITS MISSION TO MAKE THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT TO TWENTY FIRST CENTURY AUDIENCES THROUGH ITS EXHIBITIONS, EDUCATION PROGRAMS, AND THE STRATEGIC DISTRIBUTION OF DIGITAL MEDIA. DUE TO THE COVID-19 PANDEMIC, THE CJM WAS REQUIRED TO BE TEMPORARILY CLOSED FOR 8 OF THE 12 MONTHS OF THE FISCAL YEAR. PROGRAMMING, EDUCATIONAL TOURS AND OTHER ACTIVITIES CONTINUED ON VIRTUAL PLATFORMS THROUGHOUT THE FISCAL YEAR.KEY FISCAL YEAR 2021 METRICS INCLUDE: 424,426 ONLINE VISITORS 3,278 ON-SITE VISITORS (THE CJM REOPENED TO THE PUBLIC BETWEEN OCTOBER 15 AND NOVEMBER 28, 2020; AND RE-OPENED AGAIN ON APRIL 15, 2021. THE CJM HAS REMAINED OPEN SINCE THAT TIME.) EXHIBITIONSFY 2021 EXHIBITIONS AND ARTIST PROGRAMS COVERED A WIDE RANGE OF ART AND ARTISTS. LEVI STRAUSS: A HISTORY OF AMERICAN STYLE. (FEBRUARY 1, 2020 - AUGUST 8, 2021) USING THE INVENTION OF THE BLUE JEAN AS A LENS THROUGH WHICH TO VIEW NINETEENTH AND TWENTIETH CENTURY AMERICA, THIS EXHIBITION FOLLOWED JEWISH IMMIGRANT LEVI STRAUSS'S JOURNEY FROM BAVARIA TO CALIFORNIA AND THE POPULARIZATION OF BLUE JEANS TO THE PRESENT. THE EXHIBITION FEATURED THE LARGEST PUBLIC DISPLAY OF MATERIALS FROM THE LEVI STRAUSS & CO. ARCHIVES EVER PRESENTED, TOGETHER WITH CLOTHING AND DOCUMENTS FROM OTHER PUBLIC AND PRIVATE COLLECTIONS.PREDICTING THE PAST: ZOHAR STUDIOS, THE LOST YEARS. (MARCH 12, 2020 JUNE 27, 2021) PHOTOGRAPHER STEPHEN BERKMAN, FASCINATED BY VICTORIAN CULTURE AND TECHNOLOGY, WORKED WITH EARLY PHOTOGRAPHY TOOLS AND TECHNIQUES TO CREATE INTRIGUING INSTALLATIONS THAT CHALLENGED OUR IDEAS OF THE PAST, PRESENT, AND FUTURE. MERGING ART AND SCIENCE THIS EXHIBITION'S PHOTOGRAPHS EXPLORED JEWISH LIFE AND THE STATE OF SCIENTIFIC UNDERSTANDING OVER 100 YEARS AGO.THREADS OF JEWISH LIFE: RITUAL AND OTHER TEXTILES FROM THE SAN FRANCISCO BAY AREA. (FEBRUARY 13, 2020 JUNE 27, 2021). THIS EXHIBITION DREW EXTENSIVELY FROM THE HOLDINGS OF THE MAGNES COLLECTION OF JEWISH ART AND LIFE (UNIVERSITY OF CALIFORNIA, BERKELEY) TO SHOWCASE LATE NINETEENTH AND EARLY TWENTIETH CENTURY JUDAICA FROM THE SAN FRANCISCO JEWISH COMMUNITY. WHAT WE HOLD: A YOUTH AUDIO PROJECT. (APRIL 19, 2020 APRIL 1, 2021). WHAT SHAPES US? WHICH FAMILY HISTORIES BECOME OUR CORE STORIES? HOW DO WE MAKE THEM OUR OWN? IN THIS ONLINE AUDIO EXHIBITION, TEENS RANGING IN AGE FROM 15 TO 18 YEARS OLD CREATED INDIVIDUAL AUDIO RECORDINGS REFLECTING ON AND CONNECTING WITH THEIR FAMILIES' STORIES OF MIGRATION, RESILIENCE, ACCEPTANCE, IDENTITY AND PASSION. THE AUDIO EXHIBITION WAS VISITED BY 4,500+ ONLINE VISITORS DURING FY 2021. 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 FY 2021, K-12 SCHOOL PROGRAMS WERE ONLINE ONLY. INTERACTIVE TOURS OF EXHIBITIONS AND THE CJM'S BUILDING LED BY PROFESSIONAL EDUCATORS WERE THE CENTERPIECE OF THE PROGRAM. ONLINE CURRICULUM RESOURCES ENHANCED TEACHERS' ABILITY TO INCORPORATE TOUR CONTENT IN THE CLASSROOM. ONLINE ART MAKING WORKSHOPS DEEPENED STUDENTS LEARNING AND FOSTER CREATIVITY.ACCESS PROGRAMSTHE CJM OFFERS A WIDE ARRAY OF ACCESS PROGRAMS OFFERED FREE OF CHARGE TO FULFILL A COMMUNITY NEED FOR HIGH-QUALITY, INDIVIDUALIZED OPPORTUNITIES FOR SENIORS AND PEOPLE WITH DISABILITIES. IN FISCAL YEAR 2021, THE CJM CONTINUED THIS LONGSTANDING DEDICATION TO ACCESSIBILITY, EXPANDING AN ALREADY EXTENSIVE RANGE OF PROGRAMMING FOR VISITORS WITH INTELLECTUAL, PHYSICAL, OR SOCIAL BARRIERS TO PARTICIPATION. THESE ACTIVITIES MOVED ONLINE FOR THE FULL FISCAL YEAR. 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. NINE TAC INTERNS PLANNED AND PRODUCED A SERIES OF EVENTS FOR THEIR PEERS ABOUT JEWISH CULTURE AND ART. THE TAC INTERNSHIPS AND OTHER CJM TEEN PROGRAMS MOVED TO ONLINE ONLY WITH THE TEMPORARY CLOSURE OF THE MUSEUM. FAMILY PROGRAMS FAMILY ARTBASH SUNDAYS ARE THE CJM'S PROGRAM FOR CHILDREN AGES 1 THROUGH 12 AND THEIR FAMILIES. PRESENTED ONLINE DUE TO PANDEMIC SAFETY PROTOCOLS, WORKSHOPS AND ARTMAKING ACTIVITIES RELATED TO EXHIBITIONS AND JEWISH HOLIDAYS WERE FREE OF CHARGE. THE ZIM ZOOM FAMILY ROOM, A DEDICATED SPACE FOR INTERGENERATIONAL ART ACTIVITIES FOR PRESCHOOLERS AND FAMILIES, RE-OPENED IN A MODIFIED FORMAT DURING ALL PUBLIC HOURS STARTING APRIL 15, 2021. | Desc |
| Total Program Service Expenses | $4,627,066 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRI KING | PersonNm |
| Phone | 4156557800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOYCE LINKER | ||||||||
| TRUSTEE/CHAIR (BEG 7/2020) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDITH APTEKAR | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADRIENNE BAVAR | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM KASTEN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID SAXE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCI ROSENFELD | ||||||||
| TREASURER | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOROTHY SAXE | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW BARTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA CORVIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH A KAY | ||||||||
| TRUSTEE (THRU 10/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART KOGOD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN LEVITT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SMORGON | ||||||||
| TRUSTEE (THRU 6/2020) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG MANDELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA MOSES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RIGHI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ETA SOMEKH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH STEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL STEINBERG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN WALDMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD WORNICK | ||||||||
| TRUSTEE (THRU 2/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON KAUFMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN TAUBE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RIVA BERELSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSELYNE C SWIG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB TANDLER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA REYNOLDS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER GREEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI STARR | ||||||||
| EXECUTIVE DIRECTOR (THRU 10/2020) | 40.00 | 0.00 | Yes (X) | $353,278 | $0 | $22,772 | ||
| KERRY KING | ||||||||
| CHIEF OPERATING OFFICER (BEG 10/2020) | 40.00 | 0.00 | Yes (X) | $177,441 | $0 | $20,824 | ||
| JAY AUSLANDER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $160,548 | $0 | $7,671 | Yes (X) | ||
| SCOTT ROSS | ||||||||
| DIRECTOR OF FINANCE (THRU 9/2020) | 40.00 | 0.00 | $114,319 | $0 | $8,099 | Yes (X) | ||
| ANNA KATZ BEG 72020 | ||||||||
| FINANCE MANAGER/CONTROLLER | 40.00 | 0.00 | $104,934 | $0 | $8,781 | Yes (X) | ||
| SARAH BAILEY HOGARTY | ||||||||
| DIR. OF MKTING & COM. (THRU 2/2021) | 40.00 | 0.00 | $103,435 | $0 | $1,094 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,013,955 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,241 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROFESSIONAL TECHNICAL SECURITY SERVICES | |||||
| 111 SUTTER ST STE 550 | SAN FRAN | CA | 94104 | SECURITY | $409,330 |
| NETCAL CONSULTING INC | |||||
| 2005 DE LA CRUZ BLVD SUITE 204 | SANTA CLARA | CA | 95050 | IT CONSULTING | $125,927 |
| GRANT THORNTON LLP | |||||
| 101 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | AUDIT AND TAX SERVICES | $113,298 |
| AAA JANITORIAL SERVICE INC | |||||
| 644 - 31ST STREET | RICHMOND | CA | 94804 | JANITORIAL | $112,125 |
| RUSSELL REYNOLDS ASSOCIATES | |||||
| 277 PARK AVENUE SUITE 3800 | NEW YORK | NY | 10172 | HR CONSULTING | $104,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $259,277 | MembershipDuesAmt |
| Government Grants | $1,582,346 | GovernmentGrantsAmt |
| All Other Contributions | $2,204,447 | AllOtherContributionsAmt |
| Noncash Contributions | $272,464 | NoncashContributionsAmt |
| Total Contributions | $4,046,070 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 712110 | $26,706 | $26,706 |
| TOUR FEES | 900099 | $4,975 | $4,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,681 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $829,611 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$106 | UnrelatedBusinessRevenueAmt |
| Exclusion | $829,717 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,209 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $292,440 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$247,231 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$247,231 | TotalRevenueColumnAmt |
| Exclusion | -$247,231 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,349,464 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,408,353 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,941,111 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,941,111 | TotalRevenueColumnAmt |
| Exclusion | $2,941,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $22,506 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $9,026 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,026 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,454 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $179 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $179 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,614,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,348 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,523,597 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,817 | TotalAmt |
| Program Services | $292,468 | ProgramServicesAmt |
| Management And General | $80,979 | ManagementAndGeneralAmt |
| Fundraising | $67,370 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,706,712 | TotalAmt |
| Program Services | $1,132,347 | ProgramServicesAmt |
| Management And General | $313,528 | ManagementAndGeneralAmt |
| Fundraising | $260,837 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395 | TotalAmt |
| Program Services | $2,288 | ProgramServicesAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
| Fundraising | $669 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,695 | TotalAmt |
| Program Services | $123,136 | ProgramServicesAmt |
| Management And General | $23,568 | ManagementAndGeneralAmt |
| Fundraising | $35,991 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,755 | TotalAmt |
| Program Services | $102,283 | ProgramServicesAmt |
| Management And General | $19,576 | ManagementAndGeneralAmt |
| Fundraising | $29,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,695 | TotalAmt |
| Management And General | $31,695 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,750 | TotalAmt |
| Management And General | $97,750 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,865 | TotalAmt |
| Fundraising | $77,865 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,191 | TotalAmt |
| Management And General | $42,191 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,641 | TotalAmt |
| Program Services | $541,654 | ProgramServicesAmt |
| Management And General | $103,670 | ManagementAndGeneralAmt |
| Fundraising | $158,317 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,144 | TotalAmt |
| Program Services | $10,207 | ProgramServicesAmt |
| Management And General | $1,954 | ManagementAndGeneralAmt |
| Fundraising | $2,983 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,913 | TotalAmt |
| Program Services | $45,099 | ProgramServicesAmt |
| Management And General | $8,632 | ManagementAndGeneralAmt |
| Fundraising | $13,182 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,597 | TotalAmt |
| Program Services | $147,334 | ProgramServicesAmt |
| Management And General | $28,199 | ManagementAndGeneralAmt |
| Fundraising | $43,064 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,960 | TotalAmt |
| Program Services | $258,789 | ProgramServicesAmt |
| Management And General | $49,531 | ManagementAndGeneralAmt |
| Fundraising | $75,640 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370 | TotalAmt |
| Program Services | $2,271 | ProgramServicesAmt |
| Management And General | $435 | ManagementAndGeneralAmt |
| Fundraising | $664 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,682 | TotalAmt |
| Program Services | $2,482 | ProgramServicesAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,714 | TotalAmt |
| Program Services | $620,561 | ProgramServicesAmt |
| Management And General | $118,772 | ManagementAndGeneralAmt |
| Fundraising | $181,381 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,030 | TotalAmt |
| Program Services | $1,082,464 | ProgramServicesAmt |
| Management And General | $207,178 | ManagementAndGeneralAmt |
| Fundraising | $316,388 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,130 | TotalAmt |
| Program Services | $105,231 | ProgramServicesAmt |
| Management And General | $20,141 | ManagementAndGeneralAmt |
| Fundraising | $30,758 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $86,721 | $58,450 | $11,187 | $17,084 |
| EXHIBIT SUPPLY | $47,796 | $32,214 | $6,166 | $9,416 |
| LOAN FEE | $3,265 | $2,201 | $421 | $643 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,305 | TotalAmt |
| Program Services | $65,587 | ProgramServicesAmt |
| Management And General | $12,550 | ManagementAndGeneralAmt |
| Fundraising | $19,168 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,148,143 | TotalAmt |
| Program Services | $4,627,066 | ProgramServicesAmt |
| Management And General | $1,179,036 | ManagementAndGeneralAmt |
| Fundraising | $1,342,041 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,001 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,840,056 | BOYAmt |
| EOY | $22,147,345 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,205 | BOYAmt |
| EOY | $1,638,823 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,320 | BOYAmt |
| EOY | $62,287 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,965 | BOYAmt |
| EOY | $368,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,494,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,929,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,873,697 | BOYAmt |
| EOY | $33,564,859 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,103,059 | BOYAmt |
| EOY | $26,564,789 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,363 | BOYAmt |
| EOY | $72,964 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,269 | BOYAmt |
| EOY | $426,507 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,973,935 | BOYAmt |
| EOY | $84,846,613 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,448 | BOYAmt |
| EOY | $451,576 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,588 | BOYAmt |
| EOY | $855,033 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,300,314 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $29,308,715 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,328,566 | BOYAmt |
| EOY | $331,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,459,916 | BOYAmt |
| EOY | $30,946,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,764,599 | BOYAmt |
| EOY | $28,623,167 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,749,420 | BOYAmt |
| EOY | $25,276,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,514,019 | BOYAmt |
| EOY | $53,899,904 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,973,935 | BOYAmt |
| EOY | $84,846,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $466,758 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,734,921 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $184,206 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,464,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,549,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,016,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,727,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,046,070 | CurrentTaxYearAmt |
| Total | $27,803,939 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,464,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,549,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,016,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,727,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,046,070 | CurrentTaxYearAmt |
| Total | $27,803,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,437,624 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,366,315 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $993,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,371,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,628,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,340,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $874,820 | CurrentTaxYearAmt |
| Total | $6,208,657 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,348 | CurrentTaxYearAmt |
| Total | $171,418 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,750 | CurrentTaxYearMinus1YearAmt |
| Total | $353,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,537,663 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,333,864 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING - 2016 AMOUNT: $ 144,024. 2017 AMOUNT: $ 108,275. 2018 AMOUNT: $ 47,600. 2019 AMOUNT: $ 53,750. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,171,598 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,463,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,789,726 | OtherExpendituresAmt |
| Administrative Expenses | $4,253,636 | AdministrativeExpensesAmt |
| End Year Balance | $40,591,688 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,217,912 | BeginningYearBalanceAmt |
| Contributions | $10,281,769 | ContributionsAmt |
| Investment Earnings Or Losses | $397,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,725,824 | OtherExpendituresAmt |
| End Year Balance | $39,171,598 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,071,783 | BeginningYearBalanceAmt |
| Contributions | $516,957 | ContributionsAmt |
| Investment Earnings Or Losses | $1,916,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,287,288 | OtherExpendituresAmt |
| End Year Balance | $30,217,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,908,136 | BeginningYearBalanceAmt |
| Contributions | $19,246 | ContributionsAmt |
| Investment Earnings Or Losses | $1,896,480 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,752,079 | OtherExpendituresAmt |
| End Year Balance | $30,071,783 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,238,591 | BeginningYearBalanceAmt |
| Contributions | $181,851 | ContributionsAmt |
| Investment Earnings Or Losses | $3,896,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,409,133 | OtherExpendituresAmt |
| End Year Balance | $29,908,136 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07240 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,231,957 | OtherCostOrOtherBasisAmt |
| Book Value | $1,231,957 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,222,006 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,331,213 | DepreciationAmt |
| Book Value | $31,890,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,193,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,068,635 | DepreciationAmt |
| Book Value | $125,164 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $846,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,312 | DepreciationAmt |
| Book Value | $316,945 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,564,859 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION OBLIGATIONS | Desc |
| Amt | $331,385 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $331,385 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,793,303 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,734,921 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $184,206 | OtherRevenueAmt |
| Revenue Not Reported | $3,919,127 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,874,176 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,190 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$301,465 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$259,275 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,614,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,407,418 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $301,465 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $301,465 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,105,953 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,190 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $42,190 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,148,143 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 APROPRIATE 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 FISCAL YEARS THAT ENDED JUNE 30, 2021 AND 2020. |
| 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. PART V, LINE 1E: IN 2021, THE CJM TRANSFERRED RESOURCES OUT OF THE ENDOWMENT FUND THEREBY UN-DESIGNATING $4,253,636 IN ENDOWMENT FUNDS WHICH IS REPORTED IN ADMINISTRATIVE EXPENSES ON SCHEDULE D, PART V, LINE 1E. |
| 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 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN (LOSS) ON SWAP 184,206. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -292,440. COST OF GOODS SOLD -9,025. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 292,440. COST OF GOODS SOLD 9,025. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUKENS COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 SHIRLINGTON ROAD 9TH FL | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $360,247 | GrossReceiptsAmt |
| Retained By Contractor | $77,865 | RetainedByContractorAmt |
| Net To Organization | $282,382 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $360,247 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $77,865 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $282,382 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI STARR | ||||||||||||||
| EXECUTIVE DIRECTOR (THRU 10/2020) | $306,066 | $0 | $0 | $0 | $47,212 | $0 | $10,009 | $0 | $12,763 | $0 | $376,050 | $0 | $0 | $0 |
| KERRY KING | ||||||||||||||
| CHIEF OPERATING OFFICER (BEG 10/2020 | $177,441 | $0 | $0 | $0 | $0 | $0 | $1,871 | $0 | $18,953 | $0 | $198,265 | $0 | $0 | $0 |
| JAY AUSLANDER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $160,548 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,671 | $0 | $168,219 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $272,464 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN SCHEDULE M, PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 LLP AND THE ORGANIZATION'S MANAGEMENT. AFTER THE FORM IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES 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 ABOVE PROVIDED, 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 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 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 272,276. MANAGEMENT AND GENERAL EXPENSES 52,112. FUNDRAISING EXPENSES 79,582. TOTAL EXPENSES 403,970. JANITORIAL: PROGRAM SERVICE EXPENSES 73,305. MANAGEMENT AND GENERAL EXPENSES 14,030. FUNDRAISING EXPENSES 21,426. TOTAL EXPENSES 108,761. CONTRACTORS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 196,073. MANAGEMENT AND GENERAL EXPENSES 37,528. FUNDRAISING EXPENSES 57,309. TOTAL EXPENSES 290,910. |
| FORM 990, PART XI, LINE 9: | OTHER CHANGES IN NET ASSETS UNREALIZED GAIN (LOSS) ON SWAP 184,206. |
| PART X, LINE 20 & 24 | ON AUGUST 31, 2020 THE MUSEUM RESTRUCTURED ITS DEBT AND PAID OFF THE OUTSTANDING TAX-EXEMPT BOND DEBT, ENTERING INTO A TAXABLE AMORTIZING TERM LOAN INSTEAD. |
| COVID-19 DISCLOSURE | AFTER TWO CLOSURES CAUSED BY THE COVID-19 GLOBAL PANDEMIC, THE MUSEUM HAS BEEN OPEN TO VISITORS FOUR DAYS PER WEEK SINCE APRIL 15,2021. MANAGEMENT CONTINUES TO CAREFULLY MONITOR THE ONGOING DISRUPTIONS FROM COVID-19 AND TO STAY INFORMED OF ALL LOCAL HEALTH MANDATES. DURING THE PERIODS OF TEMPORARY CLOSURE IN FY 2020 AND FY 2021, THE MUSEUM DID NOT RECEIVE REVENUE FROM ADMISSIONS OR ON-SITE EVENTS. THE MUSEUM CONTINUES TO OPERATE ON A REDUCED EXPENSE BUDGET BUT WITH AN INCREASED NUMBER OF DIGITAL OFFERINGS AND OUTREACH TO ENGAGE COMMUNITY MEMBERS AND DONORS AND CONTINUES TO RECEIVE ANNUAL FUNDING FROM INDIVIDUAL AND INSTITUTIONAL DONORS. IN SEPTEMBER 2021, THE MUSEUM HAD ITS FIRST EXHIBITION OPENING SINCE THE BEGINNING OF THE COVID-19 PANDEMIC, WITH AN ENTHUSIASTIC TURNOUT IN AN OUTDOOR SETTINGS. NO ADJUSTMENTS HAVE BEEN MADE TO THESE FINANCIAL STATEMENTS AS A RESULT OF BUSINESS UNCERTAINTIES THAT REMAIN DUE TO COVID-19. |