OAKLAND MUSEUM OF CALIFORNIA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND MUSEUM OF CALIFORNIA (EIN 45-3138892)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-01
- IRS object ID
- 202100919349301660
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-01T18:20:30-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453138892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAND MUSEUM OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKL | BusinessNameControlTxt |
| Phone | 5103188551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI FOGARTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR & CEO | PersonTitleTxt |
| Phone | 5103188551 | PhoneNum |
| Signature | 2021-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2021-03-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORI FOGARTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,025,433 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MUSEUMCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 189 | TotalEmployeeCnt |
| Total Volunteers | 360 | TotalVolunteersCnt |
| Total Gross UBI | -$85,852 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$85,852 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,330,218 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,050,336 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,787,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,315,586 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,579,566 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,102 | CYInvestmentIncomeAmt |
| PY Other Revenue | $218,402 | PYOtherRevenueAmt |
| CY Other Revenue | $325,426 | CYOtherRevenueAmt |
| PY Total Revenue | $28,915,605 | PYTotalRevenueAmt |
| CY Total Revenue | $21,712,450 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,353,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,196,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,030,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,250 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,735,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,310,789 | PYOtherExpensesAmt |
| CY Other Expenses | $8,493,104 | CYOtherExpensesAmt |
| PY Total Expenses | $16,507,143 | PYTotalExpensesAmt |
| CY Total Expenses | $20,880,497 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,408,462 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $831,953 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,654,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,568,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,954,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,403,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,700,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,165,225 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MUSEUM'S MISSION IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLIC DIALOGUE, WE INSPIRE PEOPLE OF ALL AGES AND BACKGROUNDS TO THINK CREATIVELY AND CRITICALLY ABOUT THE NATURAL, ARTISTIC, AND SOCIAL FORCES THAT CHARACTERIZE OUR STATE AND INFLUENCE ITS RELATIONSHIP TO THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,134,735 | ExpenseAmt |
| Grant | $2,353,344 | GrantAmt |
| Revenue | $35,069 | RevenueAmt |
| Desc | COLLECTIONS AND FACILITIES MANAGEMENT:THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) HAS LEASE AND GRANT AGREEMENTS IN PLACE WITH THE CITY OF OAKLAND TO CONSERVE, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETIVE EXPERTISE IN SUPPORT OF THE CITY OF OAKLAND'S MUSEUM COLLECTIONS, WHICH MAKE UP THE TOTALITY OF THE MUSEUM'S COLLECTION, AND TO MANAGE AND MAINTAIN THE CITY'S HISTORIC BRUTALIST BUILDING AND GARDENS OVER SEVEN ACRES AT 1000 OAK STREET AND ITS COLLECTIONS WAREHOUSE IN OAKLAND, CA. THE MUSEUM'S COLLECTIONS ARE THE MOST COMPLETE RESOURCE ON CALIFORNIA'S NATURAL, ARTISTIC, AND SOCIAL HISTORY ANYWHERE IN THE STATE AND ARE HELD IN PUBLIC TRUST BY THE CITY OF OAKLAND AS ONE OF THE CITY'S MOST VALUABLE ASSETS FOR THE PUBLIC GOOD. OMCA MAINTAINS THE MUSEUM'S ACCREDITATION WITH THE AMERICAN ALLIANCE OF MUSEUMS (AAM) ON BEHALF OF THE CITY OF OAKLAND. OTHER ACTIVITIES THAT OMCA PERFORMS RELATED TO THE CITY OF OAKLAND'S COLLECTIONS INCLUDE:- OVERSEE ACQUISITION, CATALOGUING, STORAGE RESEARCH, AND CARE FOR THE CITY OF OAKLAND'S MUSEUM COLLECTIONS- MAKE COLLECTIONS AVAILABLE THROUGH EXHIBITION, LOANS TO OTHER INSTITUTIONS, AND ONLINE PRESENTATION- UNDERTAKE PRESERVATION, SECURITY, AND CONSERVATION EFFECTS FOR COLLECTIONSOMCA ALSO MAINTAINS THE BUILDING AND SEVEN ACRES OF GROUNDS AND GARDENS ON BEHALF OF THE CITY OF OAKLAND. THE MUSEUM'S TERRACED ROOF GARDENS AND CENTRAL COURTYARD, DESIGNED BY NOTED LANDSCAPE ARCHITECT DAN KILEY, SERVE AS A VILLAGE GREEN FOR OAKLAND RESIDENTS AND VISITORS FROM THE BAY AREA AND BEYOND. THROUGH PREDOMINANTLY PRIVATELY FINANCED FUNDS, OMCA BROKE GROUND ON RENOVATIONS TO THE MUSEUM'S CAMPUS IN FY20, INCLUDING A NEW, DIRECT ENTRANCE FROM OAKLAND'S LAKE MERRITT, UPGRADES AND IMPROVED ACCESS TO OUR CAF, AND REFRESHED GARDENS COMPLETE WITH NEW NATIVE PLANTINGS AND A PERMANENT STAGE FOR INCREASED OUTDOOR PROGRAMMING. THIS RENOVATION WILL HELP OMCA TO EXPAND ITS ROLE AS A PUBLIC GATHERING PLACE, OFFERING EVEN GREATER AMENITIES TO SERVE AS OAKLAND'S TOWN SQUARE. THESE IMPROVEMENTS WILL HELP US BETTER SHARE OUR SPACE WITH OAKLAND, PROVIDING OPPORTUNITIES FOR MORE DYNAMIC PROGRAMS AND COMMUNITY EVENTS, CREATING IMPROVED EASE OF ACCESS TO THE GARDENS, CAF, AND GALLERIES THROUGH ADDITIONAL ADA-ACCESSIBLE RAMPS AND CAMPUS WAYFINDING. CONSTRUCTION IS EXPECTED TO BE COMPLETED BY SPRING 2021. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,687,731 | ExpenseAmt |
| Revenue | $2,153,077 | RevenueAmt |
| Desc | CORE GALLERIES AND SPECIAL EXHIBITIONS:OMCA IS THE MOST COMPLETE REPOSITORY OF CALIFORNIA'S CULTURAL AND ENVIRONMENTAL HERITAGE IN NORTHERN CALIFORNIA. OMCA IS CONTINUALLY CHANGING ITS THREE COLLECTION GALLERIES (ART, HISTORY, NATURAL SCIENCES) AND HOSTS SEVERAL TEMPORARY EXHIBITIONS EACH YEAR. OMCA PRESENTED A RANGE OF EXHIBITIONS IN FY20, SERVING 261,000 VISITORS ONSITE, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED "QUEER CALIFORNIA: UNTOLD STORIES," "NO SPECTATORS: THE ART OF BURNING MAN, AND "EL MOVIMIENTO VIVO! CHICANO ROOTS OF EL DA DE LOS MUERTOS". THE MUSEUM'S GALLERY OF CALIFORNIA ART EXHIBITS WORKS OF ALL DISCIPLINES, INCLUDING PAINTING, SCULPTURE, PHOTOGRAPHY, CRAFT, CONCEPTUAL WORK, AND NEW MEDIA, AS WELL AS DOCUMENTARY MATERIALS SUCH AS ARTISTS' TOOLS, SKETCHBOOKS, SCRAPBOOKS, AND OTHER EPHEMERA. ORGANIZED THEMATICALLY, THE GALLERY HIGHLIGHTS CALIFORNIA LAND, CALIFORNIA PEOPLE, AND CALIFORNIA CREATIVITY SUCH THAT VISITORS SEE WORKS IN DIFFERENT MEDIA AND FROM DIFFERENT PERIODS SIDE BY SIDE, INSPIRING NEW WAYS OF LOOKING AT CALIFORNIA'S VISUAL EXPRESSION. THE MUSEUM'S GALLERY OF CALIFORNIA HISTORY PRESENTS THE THEME "COMING TO CALIFORNIA" TO EMPHASIZE THE PROFOUND CIVIC ENGAGEMENT OF THOSE WHO LIVE HERE, BEGINNING WITH INDIGENOUS PEOPLES. VISITORS TRACE THE WAYS CALIFORNIANS HAVE FORGED RELATIONSHIPS WITH EACH OTHER, THE ENVIRONMENT, AND THE WORLD THROUGH ARTIFACTS AND STORIES. THE MUSEUM'S GALLERY OF CALIFORNIA NATURAL SCIENCES FEATURES SEVEN PLACES THROUGHOUT CALIFORNIA THAT DEPICT THE STATE'S DIVERSITY OF CLIMATE, GEOLOGY, HABITATS, ECOSYSTEMS, AND WILDLIFE, WHILE EXPLORING CURRENT RESEARCH, CONTEMPORARY ISSUES OF LAND USE, ENVIRONMENTAL CONFLICT, AND CONSERVATION PROJECTS.THE MUSEUM MEASURES ITS SUCCESS IN TERMS OF NUMBER OF VISITORS AND MEMBERS; CONTRIBUTIONS TO THE MUSEUM FIELD AND SCHOLARSHIP IN CALIFORNIA ART, HISTORY, AND NATURAL SCIENCES; CRITICAL AND MEDIA RESPONSE TO EXHIBITIONS; AND VISITOR COMMENTS AND FEEDBACK. THE MUSEUM UNDERTAKES EXTENSIVE VISITOR EVALUATION TO MEASURE THE IMPACT OF ITS PROGRAMMING ON BOTH INDIVIDUAL AUDIENCE MEMBERS AND ON THE COMMUNITY AT LARGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,801,186 | ExpenseAmt |
| Revenue | $99,293 | RevenueAmt |
| Desc | EDUCATIONAL AND COMMUNITY PROGRAMS:OMCA AUDIENCES ARE FAMILIES, ADULTS, STUDENTS, AND LIFELONG LEARNERS. WHILE THE VISION FOR ENGAGEMENT EMBRACES ALL MUSEUM AUDIENCES AND PARTICIPANTS, OMCA'S TARGET AUDIENCES ARE ADULTS AND FAMILIES WHO LIVE IN THE MOST IMMEDIATE NEIGHBORHOODS ADJACENT TO THE MUSEUM. THESE INDIVIDUALS ARE RESIDENTS OF THE CHINATOWN, FRUITVALE, SAN ANTONIO, UPTOWN AND WEST OAKLAND NEIGHBORHOODS, WHICH ARE AMONG OAKLAND'S MOST CULTURALLY AND ECONOMICALLY DIVERSE REGIONS, CHARACTERIZED BY A SIGNIFICANT PROPORTION OF MULTI-RACIAL AND MULTI-GENERATIONAL FAMILIES. THE MEDIAN HOUSEHOLD INCOME OF THE MUSEUM'S IMMEDIATE NEIGHBORHOODS IS $31,097.APPROXIMATELY 90% OF THE MUSEUM'S VISITORS ARE RESIDENTS OF THE SAN FRANCISCO BAY AREA. OMCA IS PART OF A GROWING ECOSYSTEM SUPPORTING THE ARTS IN OAKLAND, ACTIVELY ENGAGING CONTEMPORARY ART TO ACCOMPLISH ITS MISSION. OMCA CREATES TRANSFORMATIVE EXPERIENCES THAT HAVE REAL MEANING IN THE LIVES OF OUR VISITORS. THE MUSEUM'S ABILITY TO COMMUNICATE THE PERSONAL RELEVANCE OF THESE EXPERIENCES ATTRACTS AUDIENCES THAT REFLECT THE CHANGING DEMOGRAPHICS OF CALIFORNIA AND THE EXTRAORDINARILY DIVERSE COMMUNITY OF OAKLAND AND THE BAY AREA. OMCA'S COMMUNITY ENGAGEMENT APPROACHES ARE DESIGNED TO BE ACCESSIBLE TO ALL ETHNIC COMMUNITIES AND TO REFLECT MANY CULTURAL TRADITIONS, WITH AN EMPHASIS ON TRADITIONS PRACTICED BY THE HIGHEST DEMOGRAPHIC COMMUNITIES IN CALIFORNIA. IN ORDER TO DEVELOP PROGRAMMING PLATFORMS THAT PROVIDE AUTHENTIC CULTURAL EXPERIENCES, OMCA FOSTERS STRONG PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS. OMCA PRESENTED A RANGE OF PUBLIC PROGRAMS AND EDUCATIONAL OFFERINGS IN FY20, SERVING 261,000 VISITORS ONSITE BEFORE TEMPORARILY CLOSING TO THE PUBLIC IN MARCH 2020 IN RESPONSE TO ALAMEDA COUNTY HEALTH DEPARTMENT ORDERS RELATED TO THE GLOBAL COVID-19 PANDEMIC. PRIOR TO CLOSING, OMCA SERVED APPROXIMATELY 18,450 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. A TOTAL OF 5,024 STUDENTS SERVED CAME FROM TITLE ONE SCHOOLS (33% OF ALL STUDENTS). IN SEPTEMBER 2019, THE MUSEUM CELEBRATED THE 50TH ANNIVERSARY OF ITS OPENING IN 1969 WITH A MAJOR FESTIVAL AND A LECTURE SERIES. MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR OAKLAND PUBLIC LIBRARY SUMMER READING PROGRAM, DA DE LOS MUERTOS, AND LUNAR NEW YEAR. THE MUSEUM HAS BEEN SUPPORTED BY A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS WHO PROVIDED 21,000 VOLUNTEER HOURS LEADING HUNDREDS OF SCHOOL AND PUBLIC TOURS EACH YEAR. THE COUNCIL ON ARCHITECTURE PROVIDES MONTHLY TOURS OF THE MUSEUM'S LANDMARK BUILDING. DOCENT TOURS SERVE MORE THAN 28,000 SCHOOL CHILDREN, TEACHERS AND ADULT CHAPERONES EACH YEAR AND THOUSANDS MORE THROUGH PUBLIC TOURS. OMCA RECENTLY LAUNCHED AN ONLINE DOROTHEA LANGE DIGITAL ARCHIVE (HTTPS://DOROTHEALANGE.MUSEUMCA.ORG/). OMCA DIGITIZED A HUGE TROVE OF THE NEARLY 50,000 PHOTOGRAPHS FROM ACTIVIST PHOTOGRAPHER DOROTHEA LANGE AND MADE THEM AVAILABLE AT NO CHARGE ON OUR WEBSITE. THESE PHOTOS ARE EERILY TIMELY, AS THEY PORTRAY ESSENTIAL WORKERS--MANY OF WHOM WERE IMMIGRANTS--AND THE BROKEN PROMISES OF AMERICAN ENTREPRENEURSHIP THAT ECHO TODAY.IN RESPONSE TO THE SCHOOL AND MUSEUM'S CLOSURE IN MARCH 2020, OMCA LAUNCHED "OMCA AT HOME," A FREE PROGRAM ON THE OMCA WEBSITE WWW.MUSEUMCA.ORG WITH VIRTUAL TOURS, LESSONS, AND ACTIVITIES. OMCA'S LEARNING INITIATIVES PRODUCED 12 SHORT, EDUCATIONAL, AND CREATIVE ACTIVITIES FOR STUDENTS AND FAMILIES. THESE ACTIVITIES PROVIDED CREATIVE INSPIRATION AND CONNECTIONS TO STUDENTS' LIVES. EACH ACTIVITY TAKES INTO ACCOUNT HOW MANY PARENTS, GRANDPARENTS, SIBLINGS AND FRIENDS HAVE BEEN STEPPING IN FOR TEACHERS DUE TO SHELTER-IN-PLACE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,623,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 189 | 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI FOGARTY EXECUTIVE DIRECTOR & CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5103188551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| QUINN DELANEY | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LANCE GYORFI | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA MARTINEZ | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH SAWI | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANA KING | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAHSAAN THOMPSON | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA ALFANO | ||||||||
| TRUSTEE (LEFT 6/20) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN ASH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBEY BANKS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL BENHAM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| COLIN BOYLE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CEDRIC BROWN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHOMARI CARTER | ||||||||
| TRUSTEE (LEFT 6/20) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH CASTLES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN C CHAMBERLIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN CHANG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE CORVIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT DAVIS | ||||||||
| TRUSTEE (LEFT 6/20) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA FERNANDEZ | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY FINLEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN FRANK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG HESKE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH HURWICH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON JACKSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK MORRIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTRELLA PARKER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER PERVERE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE ROSENBAUM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHELLE K SESSIONS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DORINE STREETER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN THOMPSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN VARELA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WENDEL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY WESTERNOFF | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CARINA WONG | ||||||||
| TRUSTEE (LEFT 6/20) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PENELOPE WONG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI GRANT FOGARTY | ||||||||
| EXECUTIVE DIRECTOR & CEO | 37.50 | Yes (X) | $259,122 | $0 | $16,284 | |||
| KIM ONDRECK CARIM | ||||||||
| DEPUTY DIRECTOR & CFO | 37.50 | Yes (X) | $179,803 | $0 | $12,766 | |||
| KELLY ANNE MCKINLEY | ||||||||
| DEPUTY DIRECTOR (LEFT 12/19) | 37.50 | $190,354 | $0 | $5,670 | Yes (X) | |||
| MARY E SMITH-SONKIN | ||||||||
| CHIEF MARKETING & AUDIENCE ENGAGEMENT OFFICER | 37.50 | $165,267 | $0 | $4,526 | Yes (X) | |||
| KEVIN R CONLEY | ||||||||
| DIRECTOR, TECHNOLOGY | 37.50 | $145,164 | $0 | $11,729 | Yes (X) | |||
| REHANA K ABBAS | ||||||||
| CHIEF PHILANTHROPY OFFICER | 37.50 | $141,469 | $0 | $4,218 | Yes (X) | |||
| AYANNA M REED | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 37.50 | $131,776 | $0 | $4,056 | Yes (X) | |||
| LESLIE J SMITH | ||||||||
| CHIEF OPERATING OFFICER | 37.50 | $111,049 | $0 | $11,312 | Yes (X) | |||
| MARGARET M MONAHAN | ||||||||
| DIRECTOR, CONTENT DEVELOPMENT | 37.50 | $110,581 | $0 | $11,303 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,434,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,864 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 31001-2374 | PASADENA | CA | 91110 | SECURITY SERVICES | $991,993 |
| HOOD DESIGN LLC | |||||
| 3016 FILBERT ST 2 | OAKLAND | CA | 94608 | LANDSCAPE DESIGN SERVICES | $720,164 |
| MARK CAVAGNERO ASSOCIATES | |||||
| 1045 SANSOME ST SUITE 200 | SAN FRANCISCO | CA | 94111 | ARCHITECTURAL | $715,414 |
| MATRIX HG INC | |||||
| 115 MASON CIRCLE SUITE B | CONCORD | CA | 94520 | STRUCTURAL MAINTENANCE | $675,194 |
| GEORGE S HALL INC | |||||
| 4 GATEHALL DRIVE 2ND FLOOR | PARSIPPANY | NJ | 07054 | SITE MAINTENANCE | $485,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $879,605 | MembershipDuesAmt |
| Government Grants | $4,760,000 | GovernmentGrantsAmt |
| All Other Contributions | $13,410,731 | AllOtherContributionsAmt |
| Noncash Contributions | $301,744 | NoncashContributionsAmt |
| Total Contributions | $19,050,336 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS/CONTRACT FE | 900099 | $1,444,771 | $1,444,771 |
| OTHER PROGRAM INCOME | 900099 | $870,315 | $870,315 |
| GUILD & COUNCIL | 900099 | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,315,586 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,442,243 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$85,852 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,528,095 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,172 | TotalRevenueColumnAmt |
| Exclusion | $69,172 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,401 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,401 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,401 | TotalRevenueColumnAmt |
| Exclusion | $284,401 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,393,613 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,814,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,421,141 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,421,141 | TotalRevenueColumnAmt |
| Exclusion | -$1,421,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $470,082 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $498,229 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$28,147 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,712,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,287,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$85,852 | UnrelatedBusinessRevenueAmt |
| Exclusion | $460,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,344 | TotalAmt |
| Program Services | $2,353,344 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,928 | TotalAmt |
| Program Services | $283,105 | ProgramServicesAmt |
| Management And General | $480,823 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,453,098 | TotalAmt |
| Program Services | $4,932,755 | ProgramServicesAmt |
| Management And General | $1,617,656 | ManagementAndGeneralAmt |
| Fundraising | $902,687 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,538 | TotalAmt |
| Program Services | $133,334 | ProgramServicesAmt |
| Management And General | $44,459 | ManagementAndGeneralAmt |
| Fundraising | $23,745 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,515 | TotalAmt |
| Program Services | $618,139 | ProgramServicesAmt |
| Management And General | $213,839 | ManagementAndGeneralAmt |
| Fundraising | $110,537 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,720 | TotalAmt |
| Program Services | $438,208 | ProgramServicesAmt |
| Management And General | $156,895 | ManagementAndGeneralAmt |
| Fundraising | $74,617 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,032 | TotalAmt |
| Management And General | $28,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,552 | TotalAmt |
| Management And General | $113,552 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,500 | TotalAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250 | TotalAmt |
| Fundraising | $3,250 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,979 | TotalAmt |
| Management And General | $131,979 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,174,858 | TotalAmt |
| Program Services | $805,435 | ProgramServicesAmt |
| Management And General | $2,217,757 | ManagementAndGeneralAmt |
| Fundraising | $151,666 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,147 | TotalAmt |
| Program Services | $509,076 | ProgramServicesAmt |
| Management And General | $8,691 | ManagementAndGeneralAmt |
| Fundraising | $49,380 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,599 | TotalAmt |
| Program Services | $123,648 | ProgramServicesAmt |
| Management And General | $265,950 | ManagementAndGeneralAmt |
| Fundraising | $69,001 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,883 | TotalAmt |
| Program Services | $26,092 | ProgramServicesAmt |
| Management And General | $461,577 | ManagementAndGeneralAmt |
| Fundraising | $8,214 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,439,147 | TotalAmt |
| Program Services | $57,078 | ProgramServicesAmt |
| Management And General | $2,291,646 | ManagementAndGeneralAmt |
| Fundraising | $90,423 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,059 | TotalAmt |
| Program Services | $61,541 | ProgramServicesAmt |
| Management And General | $13,528 | ManagementAndGeneralAmt |
| Fundraising | $3,990 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,974 | TotalAmt |
| Program Services | $62,364 | ProgramServicesAmt |
| Management And General | $10,315 | ManagementAndGeneralAmt |
| Fundraising | $119,295 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,998 | TotalAmt |
| Management And General | $106,998 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,423 | TotalAmt |
| Management And General | $92,423 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EXHIBITION EXPENSES | $445,743 | $445,307 | $436 | |
| DUES & SUBSCRIPTIONS | $72,590 | $20,522 | $5,304 | $46,764 |
| EDUCATION/TRAINING | $44,040 | $12,779 | $2,846 | $28,415 |
| OTHER DONATION EXPENSES | $10,675 | $10,675 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,905 | TotalAmt |
| Program Services | $3,730,250 | ProgramServicesAmt |
| Management And General | -$3,837,142 | ManagementAndGeneralAmt |
| Fundraising | $119,797 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,880,497 | TotalAmt |
| Program Services | $14,623,652 | ProgramServicesAmt |
| Management And General | $4,521,657 | ManagementAndGeneralAmt |
| Fundraising | $1,735,188 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,275 | BOYAmt |
| EOY | $3,495,060 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,621 | BOYAmt |
| EOY | $579,201 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,437,703 | BOYAmt |
| EOY | $8,431,881 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,858 | BOYAmt |
| EOY | $217,419 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,577,400 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,395 | BOYAmt |
| EOY | $97,669 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,325 | BOYAmt |
| EOY | $143,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,024,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,624,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,159 | BOYAmt |
| EOY | $2,400,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,110,323 | BOYAmt |
| EOY | $40,665,394 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,301 | BOYAmt |
| EOY | $2,986,167 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $974,725 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,654,960 | BOYAmt |
| EOY | $69,568,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,286 | BOYAmt |
| EOY | $2,554,835 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,996 | BOYAmt |
| EOY | $5,051 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,840,189 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,160 | BOYAmt |
| EOY | $3,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,442 | BOYAmt |
| EOY | $7,403,385 | 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 | $19,841,379 | BOYAmt |
| EOY | $19,557,647 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,859,139 | BOYAmt |
| EOY | $42,607,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,700,518 | BOYAmt |
| EOY | $62,165,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,654,960 | BOYAmt |
| EOY | $69,568,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $831,953 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,367,246 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $20,403,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,976,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,665,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,330,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,050,336 | CurrentTaxYearAmt |
| Total | $93,426,501 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,403,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,976,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,665,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,330,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,050,336 | CurrentTaxYearAmt |
| Total | $93,426,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,416,895 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,009,606 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $991,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $996,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,296,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,025,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,881,668 | CurrentTaxYearAmt |
| Total | $7,191,824 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $459,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $69,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,343 | CurrentTaxYearMinus1YearAmt |
| Total | $578,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,196,789 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,075,613 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $27,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $27,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | TOWNSEND PUBLIC AFFAIRS PROVIDES ONGOING ADVOCACY AND PUBLIC SECTOR CONSULTING TO OMCA INCLUDING IDENTIFYING STATE AND FEDERAL GRANT OPPORTUNITIES, ASSISTING WITH PREPARATION OF STATE AND FEDERAL GRANTS, AND SUPPORTING THE MUSEUM'S CONTACT AND INFORMATION-SHARING WITH LOCAL, STATE, AND FEDERAL ELECTED OFFICIALS. THE FIRM ALSO RESEARCHES AND PROVIDES INFORMATION ON LEGISLATIVE ACTIVITIES THAT MIGHT IMPACT OMCA OR THE CULTURAL OR MUSEUM SECTOR. THERE ARE NO PUBLISHED MATERIALS ASSOCIATED WITH THE CONTRACT. | ExplanationTxt |
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 | $38,700,551 | BeginningYearBalanceAmt |
| Contributions | $8,062,282 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,489,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,442,562 | OtherExpendituresAmt |
| End Year Balance | $40,830,974 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,681,951 | BeginningYearBalanceAmt |
| Contributions | $8,891,829 | ContributionsAmt |
| Investment Earnings Or Losses | $1,778,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,651,456 | OtherExpendituresAmt |
| End Year Balance | $38,700,551 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,492,031 | BeginningYearBalanceAmt |
| Contributions | $4,685,714 | ContributionsAmt |
| Investment Earnings Or Losses | $1,305,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,801,242 | OtherExpendituresAmt |
| End Year Balance | $30,681,951 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,384,603 | BeginningYearBalanceAmt |
| Contributions | $7,962,027 | ContributionsAmt |
| Investment Earnings Or Losses | $2,699,839 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $554,438 | OtherExpendituresAmt |
| End Year Balance | $26,492,031 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,780,024 | BeginningYearBalanceAmt |
| Contributions | $502,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$512,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,385,000 | OtherExpendituresAmt |
| End Year Balance | $16,384,603 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19990 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,553,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,500,119 | DepreciationAmt |
| Book Value | $2,053,642 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,273,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,044,553 | DepreciationAmt |
| Book Value | $228,735 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,709 | DepreciationAmt |
| Book Value | $117,733 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,400,110 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTOMER DEPOSITS | Desc |
| Amt | $3,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,310 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS THAT ARE HOUSED AT OMCA BELONG TO THE CITY OF OAKLAND, WHICH PROVIDES FUNDING TO SUPPORT THE CONTINUED CARE, CONSERVATION, AND DISPLAY OF THE ART AND ARTIFACTS. OMCA'S RESPONSIBILITY IS TO CARE FOR, CONSERVE, DISPLAY, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETATIVE EXPERTISE IN SUPPORT OF THE MUSEUM'S COLLECTIONS AS WELL AS CARRY OUT PROGRAM ACTIVITIES. |
| PART V, LINE 4: | THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. |
| PART X, LINE 2: | OMCA HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD INDICATING QUALIFICATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. ACCORDINGLY, THE PRIMARY OPERATIONS OF OMCA ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. OMCA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. OMCA FILES U.S. FEDERAL, AND U.S. STATE RETURNS. FOR U.S. STATE RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2017. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMCA TOWN SQUARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 844279623 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $2,353,344 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT NMTC TRANSACTION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 GRANT FOGARTY | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $259,122 | $0 | $0 | $0 | $0 | $0 | $8,319 | $0 | $7,965 | $0 | $275,406 | $0 | $0 | $0 |
| KIM ONDRECK CARIM | ||||||||||||||
| DEPUTY DIRECTOR & CFO | $179,803 | $0 | $0 | $0 | $0 | $0 | $5,477 | $0 | $7,289 | $0 | $192,569 | $0 | $0 | $0 |
| KELLY ANNE MCKINLEY | ||||||||||||||
| DEPUTY DIRECTOR (LEFT 12/19) | $190,354 | $0 | $0 | $0 | $0 | $0 | $5,670 | $0 | $0 | $0 | $196,024 | $0 | $0 | $0 |
| MARY E SMITH-SONKIN | ||||||||||||||
| CHIEF MARKETING & AUDIENCE ENGAGEMEN | $165,267 | $0 | $0 | $0 | $0 | $0 | $3,998 | $0 | $528 | $0 | $169,793 | $0 | $0 | $0 |
| KEVIN R CONLEY | ||||||||||||||
| DIRECTOR, TECHNOLOGY | $145,164 | $0 | $0 | $0 | $0 | $0 | $4,440 | $0 | $7,289 | $0 | $156,893 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $281,462 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,329 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 4 | $10,675 | COST |
| Yes (X) | EQUIPMENT | 1 | $3,318 | COST |
| Yes (X) | SAFETY SUPPLIES | 1 | $960 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CFO, AND KEY MEMBERS OF THE FINANCE COMMITTEE. AFTER IT IS FILED, ANY BOARD MEMBER WHO WISHES TO RECEIVE A COPY IS GIVEN ONE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES OF THE OAKLAND MUSEUM OF CALIFORNIA ("BOARD") IS RESPONSIBLE FOR ENSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY THAT WILL BE ACCOUNTABLE FOR SUCH COMPLIANCE. REQUESTS FOR GUIDANCE, INTERPRETATION, AND OPINIONS SHOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. VIOLATIONS SHOULD BE REPORTED TO THE AUDIT COMMITTEE, WHICH MAY, IN APPROPRIATE CASES, HOLD HEARINGS AND SUBMIT ITS RECOMMENDATIONS TO THE CHAIR OF THE BOARD. VIOLATIONS THAT MAY INVOLVE THE EXECUTIVE DIRECTOR OR ANY TRUSTEE SHALL BE SUBMITTED TO THE AUDIT COMMITTEE. THE DECISION OF THE AUDIT COMMITTEE SHALL BE SUBJECT TO APPEAL TO THE FULL MUSEUM BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DOES A COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES USING COMPARABLE DATA. THIS PROCESS TOOK PLACE IN SEPTEMBER 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THEY ARE REQUESTED. |
| FORM 990, PART IX, LINE 11G | ENGINEERING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 480,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 480,452. JANITORIAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 307,766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,766. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,046,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,046,271. TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 26,576. MANAGEMENT AND GENERAL EXPENSES 104,916. FUNDRAISING EXPENSES 19,234. TOTAL EXPENSES 150,726. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 14,570. MANAGEMENT AND GENERAL EXPENSES 211,347. FUNDRAISING EXPENSES 57,135. TOTAL EXPENSES 283,052. CONSULTANTS: PROGRAM SERVICE EXPENSES 739,499. MANAGEMENT AND GENERAL EXPENSES 67,005. FUNDRAISING EXPENSES 75,297. TOTAL EXPENSES 881,801. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 24,790. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,790. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMCA ENTERPRISES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852108607 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAND MUSEUM OF CALIFORNIA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMCA TOWN SQUARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844279623 | EIN |
| Primary Activities | QALICB | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAND MUSEUM OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST | ||||
| INVESTMENTS | CA | N/A | T | 0 |
| POOLED INCOME FUND | ||||
| INVESTMENTS | CA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OMCA TOWN SQUARE INC | ||
| B | $2,353,344 | COST |
| OMCA TOWN SQUARE INC | ||
| Q | $905,263 | CASH VALUE |
| OMCA TOWN SQUARE INC | ||
| R | $974,725 | CASH VALUE |