2022-04-19T18:05:05-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 237062028 SAN JOSE MUSEUM OF ART ASSOCIATION SANJ 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 4082716840 2022-04-02 1 SUSAN SAYRE BATTON 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUSAN SAYRE BATTON 110 SOUTH MARKET STREET SAN JOSE CA 951132383 6339092 0 X WWW.SJMUSART.ORG X 1969 CA THE MUSEUM FOSTERS APPRECIATION AND AWARENESS OF THE CONTRIBUTION OF ART AND ARTISTS TO SOCIETY. 22 22 91 210 6922 0 4724237 4950610 228330 87529 637653 702335 -309327 -446614 5280893 5293860 0 0 0 0 3079288 2797113 0 0 493222 1967745 2186424 5047033 4983537 233860 310323 16112834 18888484 842648 913814 15270186 17974670 X SEE SCHEDULE O. 0 0 2784728 0 77801 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) 777244 0 10800 EDUCATION AND PROGRAMS:SJMA'S EXTENSIVE EDUCATION PROGRAMS, WHICH 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) 116121 0 10118 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. 3678093 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 59 0 1 91 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 3.75 X X 0 0 0 HILDY SHANDELL TREASURER 3.75 X X 0 0 0 ROBERT LINDO SECRETARY 2.00 X X 0 0 0 PETER CROSS TRUSTEE 1.50 X 0 0 0 ANNEKE DURY TRUSTEE 1.50 X 0 0 0 EILEEN FERNANDES TRUSTEE 0.50 X 0 0 0 TAD FREESE TRUSTEE 1.00 X 0 0 0 CHANDRA GNANASAMBANDAM TRUSTEE 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 0.75 X 0 0 0 RICHARD A KARP TRUSTEE 1.25 X 0 0 0 CHERYL KIDDOO TRUSTEE 1.50 X 0 0 0 TAMMY KIELY TRUSTEE 1.25 X 0 0 0 JENNIE LAMENSDORF TRUSTEE 1.25 X 0 0 0 KIMBERLY LIN TRUSTEE 1.25 X 0 0 0 PETER W LIPMAN TRUSTEE 2.00 X 0 0 0 HUNG LIU TRUSTEE 0.50 X 0 0 0 SARAH NORTH TRUSTEE 1.25 X 0 0 0 MARSHA WITKIN TRUSTEE 1.25 X 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 37.50 X 230000 0 17962 BRIAN SPANG DIRECTOR OF FINANCE 37.50 X 110000 0 6038 FRANCES SHEN DEPUTY DIRECTOR (THRU 10/16/20) 37.50 X 110085 0 15920 KRISTIN BERTRAND DIRECTOR OF DEVELOPMENT 37.50 X 135000 0 7121 585085 0 47041 4 0 1 0 ALLIED UNIVERSAL 161 WASHINGTON ST SUITE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 179893 1 147062 676378 1176694 2950476 325479 4950610 PUBLIC PROGRAMS 713990 74896 74896 ART CLASS TUITION 713990 10800 10800 MEMBERSHIP DUES 713990 1833 1833 87529 4855 4855 10500 52820 -42320 -42320 -42320 1230975 533495 697480 697480 697480 18784 676378 441190 -422406 -422406 34767 17727 17040 10118 6922 OTHER INCOME 900099 1072 1072 1072 5293860 98719 6922 237609 X 271864 176712 27186 67966 2136270 1571490 338948 225832 105914 61548 34328 10038 106247 58858 43817 3572 176818 102752 57307 16759 3325 3325 50000 50000 49427 49427 579995 436969 110912 32114 50999 50018 954 27 189704 146894 5960 36850 61957 20523 10024 31410 83144 25639 34346 23159 10298 6250 3934 114 2466 1148 1118 200 1422 1279 72 71 46302 43121 1288 1893 PURCH. ART COLLECTION 540973 540973 EQUIPMENT EXPENSES 135403 121147 7845 6411 MATERIALS 71957 71348 312 297 EXHIBITION COSTS 57013 57013 252039 184411 31119 36509 4983537 3678093 812222 493222 1612260 1759167 1412732 2036221 1947586 1494388 63755 82161 77558 72974 229343 92328 1710296 1709817 1901 479 10767699 13350766 16112834 18888484 305749 397748 70583 59179 466316 456887 842648 913814 X 1778309 1847984 13491877 16126686 15270186 17974670 16112834 18888484 310323 2394161 0 X 0 1 X 1 0 X 3278807 3768114 5568281 4724237 4950610 22290049 1872000 2340000 2340000 2340000 1825000 10717000 5150807 6108114 7908281 7064237 6775610 33007049 2079884 30927165 404114 448749 554028 51850 15355 1474096 299596 431229 494028 148700 18784 1392337 35873482 2207473 0.86210 0.83580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2016 AMOUNT: $ 299,596. 2017 AMOUNT: $ 431,229. 2018 AMOUNT: $ 481,969. 2019 AMOUNT: $ 148,200. 2020 AMOUNT: $ 18,784. GROSS INCOME FROM GAMING ACTIVITIES - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 12,059. 2019 AMOUNT: $ 500. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 12141898 80074 1668709 532132 13358549 12410143 3944 258612 530801 12141898 11606608 782023 528004 506492 12410143 11040433 369747 680407 483979 11606608 10136566 200000 1202543 498676 11040433 0.00870 0.61720 0.37410 1 0 613310 612831 479 745768 745768 0 351218 351218 0 479 X 9753173 2394161 2061759 4455920 5297253 49427 -52820 -3393 5293860 7048689 2061759 52820 2114579 4934110 49427 49427 4983537 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 -52,820. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 52,820. ANNUAL FALL GALA 695162 676378 18784 25542 4252 3180 408216 695162 676378 18784 25542 4252 3180 408216 441190 -422406 X X X 0 0 0 0 0 0 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 230000 0 0 0 0 0 11500 0 6462 0 247962 0 0 0 X 23 318896 FMV X ART SUPPLIES 1 4437 FMV X GIFT CERTIFICATES 2 880 FMV X WINE BOTTLES 4 720 FMV X FOOD AND BEVERAGE 2 546 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT 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. THE HIGHLIGHT OF FY21 WAS BARRING FREEDOM, AN EXHIBITION PRESENTED IN PARTNERSHIP WITH THE UNIVERSITY OF SANTA CRUZ'S INSTITUTE OF THE ARTS AND SCIENCES. BARRING FREEDOM FEATURED WORK BY TWENTY US-BASED ARTISTS CONFRONTING THE HISTORICAL AND STRUCTURAL RACISM EMBEDDED IN THE CRIMINAL JUSTICE AND MASS INCARCERATION SYSTEMS. THE EXHIBITION OCCASIONED EXPANSIVE WEEKLY VIRTUAL PROGRAMMING RANGING FROM ARTIST INTERVIEWS AND ACADEMIC TALKS TO FILM SCREENINGS AND PERFORMANCES THAT REACHED 12,000+. SJMA ALSO PRESENTED TWO NEW EXHIBITIONS HIGHLIGHTING SIGNIFICANT WORKS FROM THE MUSEUM'S PERMANENT COLLECTION: SOUTH EAST NORTH WEST (OCTOBER 30, 2020 - SEPTEMBER 19, 2021) AND BREAK + BLEED (JUNE 4, 2021 - APRIL 3, 2022). SOUTH EAST NORTH WEST CELEBRATED SJMA'S 50TH ANNIVERSARY WITH A DYNAMIC PRESENTATION OF PAINTINGS, SCULPTURES, PHOTOGRAPHS, WORKS ON PAPER, AND NEW MEDIA ACQUIRED BY SJMA IN THE LAST FIVE YEARS. REFLECTING THE HIGH-TECH INTERESTS, LIVELY CULTURAL DIVERSITY, AND INNOVATIVE SPIRIT OF SILICON VALLEY, THE EXHIBITION FEATURED ARTWORKS BY 30 ARTISTS FROM 11 COUNTRIES, FROM INTERNATIONALLY RENOWNED FIGURES TO THOSE WORKING IN CALIFORNIA AND THE BAY AREA AS WELL AS EMERGING PRACTITIONERS. ALSO DRAWN PRIMARILY FROM THE PERMANENT COLLECTION, BREAK + BLEED FEATURES BOTH PAINTINGS AND WORKS ON PAPER BY HISTORICALLY SIGNIFICANT ARTISTS WHO EXEMPLIFY THE SPIRIT OF POST-PAINTERLY ABSTRACTION. WORKS ON VIEW REPRESENT AN EXPANSIVE RANGE OF STYLES INCLUDING HARD-EDGE ABSTRACTION, COLOR FIELD PAINTING, OP ART, MINIMALISM, AND SOFT-EDGE ABSTRACTION AND FEATURE BIOMORPHIC AND GEOMETRIC SHAPES, ANGULAR AND WAVY LINES, AND LIVELY PLANES OF COLOR. 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 FY21: IN FY21, SJMA SERVED 6,264 VISITORS IN PERSON, AND 38,207 VIRTUALLY. FORM 990, PART III, LINE 4B CLASSROOM-BASED PROGRAMS RANGE FROM FREE. HOUR-LONG DOCENT PRESENTATIONS ON ART HISTORY TO SEMESTER-LONG ARTIST RESIDENCIES. ON-SITE PROGRAMS INCLUDE A ROBUST MUSEUM FIELD TRIP PROGRAM; FAMILY PROGRAMMING, INCLUDING THREE FREE COMMUNITY DAYS THAT ATTRACT OVER 5,000 PEOPLE ANNUALLY; AND A POPULAR KIDS SUMMER ART CAMP INSPIRED BY EXHIBITIONS ON VIEW. 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. DESPITE DISRUPTIONS TO TRADITIONAL CLASSROOM-BASED PROGRAM DELIVERY THROUGHOUT FY21, THE MUSEUM CONTINUED TO SERVE ITS EDUCATIONAL AUDIENCES. SJMA OFFERED FREE ASYNCHRONOUS ARTS EDUCATION LESSONS TO VIRTUAL AUDIENCES OF TEACHERS, PARENTS, AND STUDENTS THROUGH NEW ONLINE PLATFORMS: AN EDUCATION FACEBOOK PAGE, YOUTUBE CHANNEL, AND PINTEREST PAGE. A NEW "TEACHER AND FAMILY RESOURCES" SECTION OF THE SJMA WEBPAGE IS NOW POPULATED WITH BITE-SIZED VIDEO TUTORIALS DEVELOPED OUT OF SJMA'S CORE LESSON PLANS. CONTENT WAS ALSO SHARED OUT VIA A NEW TEACHER'S E-NEWSLETTER, "SKETCHBOOK" SENT TO OVER 450 TEACHERS ON THE MUSEUM'S MAILING LIST. THE MUSEUM ALSO OFFERED A NUMBER OF NEW "LIVE" VIRTUAL EDUCATION AND ENGAGEMENT PROGRAMS IN FY21 INCLUDING: VIRTUAL FIELD TRIP PROGRAMS WITH LIVE GALLERY TOURS AND ART-MAKING INSTRUCTION LED BY THE MUSEUM'S STUDIO ART EDUCATORS; VIRTUAL MULTI-WEEK ART INSTRUCTION COURSES IN SANTA CLARA COUNTY SCHOOLS THAT MADE USE OF ART MATERIALS STUDENTS HAD IN THEIR HOMES, AND FREE HOUR-LONG ARTS APPRECIATION PRESENTATIONS LED BY SJMA'S LET'S LOOK AT ART DOCENTS. ADDITIONALLY, FOR THE FIRST TIME EVER, SJMA OFFERED ITS POPULAR KIDS SUMMER ART CAMP, WHICH TYPICALLY SERVES 258 STUDENTS IN SIX WEEKS VIA ON-SITE CAMPS, AS A VIRTUAL FORMAT WITH 264 PARTICIPANTS FROM JUNE 15 - JULY 31, 2020. VIRTUAL ART CAMP OFFERED THREE HOURS OF ONLINE INSTRUCTION EACH DAY FOR ONE WEEK PER GROUP (TOTAL OF SIX WEEKS OF CAMP), AND FEATURED ART ACTIVITIES LED BY SJMA'S EIGHT TEACHING ARTISTS AS WELL AS VIRTUAL STUDIO VISITS, TUTORIALS, AND QUESTION-AND-ANSWER SESSIONS WITH SIX CELEBRATED GUEST ARTISTS SELECTED FROM THE MUSEUM'S PERMANENT COLLECTION. ALL EDUCATION PROGRAMS WERE MADE AVAILABLE TO TITLE I SCHOOLS FOR FREE. NUMBER OF STUDENTS SERVED: 15,844 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 BOARD OF TRUSTEES OF SJMA HAS ESTABLISHED A COMPENSATION PHILOSOPHY THAT BALANCES TWO OBJECTIVES: APPROPRIATE STEWARDSHIP OF ITS FINANCIAL RESOURCES; AND MAINTAINING THE VITALITY OF THE INSTITUTION AND EXCELLENCE OF ITS PROGRAMMING. THE RESULTING COMPENSATION DESIGN IS TO PAY IN THE TOP 50% OF COMPARABLE SALARIES FOR NEXT-STAGE PEER INSTITUTIONS. IN SJMA'S EXPERIENCE, THESE ARE THE MOST RELEVANT FACTORS IN COMPETITION FOR TALENT. INDIVIDUAL COMPENSATION IS THEN ESTABLISHED COMMENSURATE WITH EXPERIENCE, RELEVANT ACADEMIC CREDENTIALS AND PROFESSIONAL TRAINING. THE BOARD OF TRUSTEES HAS APPROVED THAT PHILOSOPHY IN LIGHT OF THE HIGH COST OF LIVING IN THE SAN FRANCISCO BAY AREA, IN AN EFFORT TO ATTRACT, RETAIN AND MOTIVATE THE TALENT NEEDED TO MAINTAIN THE REQUISITE STANDARDS OF QUALITY AND REPUTATION OF THE MUSEUM AS A LEADER IN THE FIELD. IN ADDITION TO SALARY, SJMA ENDEAVORS TO PROVIDE HEALTH AND RETIREMENT BENEFITS COMMENSURATE WITH THE ABOVE PHILOSOPHY. RETIREMENT-PLAN CONTRIBUTIONS FOR FY21 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 SECURITY SERVICES: PROGRAM SERVICE EXPENSES 150,362. MANAGEMENT AND GENERAL EXPENSES 38,165. FUNDRAISING EXPENSES 11,050. TOTAL EXPENSES 199,577. CONSULTING: PROGRAM SERVICE EXPENSES 286,607. MANAGEMENT AND GENERAL EXPENSES 72,747. FUNDRAISING EXPENSES 21,064. TOTAL EXPENSES 380,418.