SAN JOSE MUSEUM OF ART ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAN JOSE MUSEUM OF ART ASSOCIATION (EIN 23-7062028)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-10
- IRS object ID
- 202111009349300306
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-10T10:07:21-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 237062028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE MUSEUM OF ART ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANJ | BusinessNameControlTxt |
| Phone | 4082716840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SAYRE BATTON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082716840 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| 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 | SUSAN SAYRE BATTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,621,580 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJMUSART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MUSEUM FOSTERS APPRECIATION AND AWARENESS OF THE CONTRIBUTION OF ART AND ARTISTS TO SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 104 | TotalEmployeeCnt |
| Total Volunteers | 166 | TotalVolunteersCnt |
| Total Gross UBI | $41,126 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$36,163 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,568,281 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,724,237 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $411,798 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $228,330 | CYProgramServiceRevenueAmt |
| PY Investment Income | $584,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $637,653 | CYInvestmentIncomeAmt |
| PY Other Revenue | $212,556 | PYOtherRevenueAmt |
| CY Other Revenue | -$309,327 | CYOtherRevenueAmt |
| PY Total Revenue | $6,777,377 | PYTotalRevenueAmt |
| CY Total Revenue | $5,280,893 | 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 | $2,983,330 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,079,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $381,401 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,134,464 | PYOtherExpensesAmt |
| CY Other Expenses | $1,967,745 | CYOtherExpensesAmt |
| PY Total Expenses | $5,117,794 | PYTotalExpensesAmt |
| CY Total Expenses | $5,047,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,659,583 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $233,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,888,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,112,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $517,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $842,648 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,371,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,270,186 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,673,965 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $183,774 | RevenueAmt |
| Desc | EXHIBITIONS:SAN JOSE MUSEUM OF ART'S (SJMA'S) UNIQUE ARTISTIC PROGRAM PRESENTS CULTURALLY DIVERSE, THEMATICALLY RESONANT AND CRITICALLY ENGAGING CONTEMPORARY ART THAT IS BOTH LOCALLY RELEVANT AND NATIONALLY AND INTERNATIONALLY SIGNIFICANT. SIX TO EIGHT ROTATING THEMATIC EXHIBITIONS PER YEAR PRESENT THE WORK OF SIGNIFICANT INTERNATIONALLY ACCLAIMED AND EMERGING ARTISTS WHOSE CREATIVE INTERESTS AND INSIGHTFUL APPROACHES TO CONTEMPORARY LIFE RESONATE WITH DEFINING CHARACTERISTICS OF SAN JOSE AND THE SILICON VALLEY - FROM ITS RICH CULTURAL DIVERSITY TO ITS HALLMARK INNOVATIVE ETHOS.(SEE SCHEDULE O FOR CONTINUATION) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,051,215 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $51,920 | RevenueAmt |
| Desc | EDUCATION AND PROGRAMS:SLMA'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) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,323 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,420 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,867,503 | 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 104 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN SPANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082716840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH MARKET STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132383 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TAD FREESE | |||||||
| CO-PRESIDENT | 15.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL KIDDOO | |||||||
| CO-PRESIDENT | 25.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM FAULKNER | |||||||
| TREASURER | 7.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CORNELIA PENDLETON | |||||||
| SECRETARY | 11.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUCIA CHA | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER CROSS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENDA DORCHAK | |||||||
| TRUSTEE | 12.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNEKE DURY | |||||||
| TRUSTEE | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN FERNANDES | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHANDRA GNANASAMBANDAM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| COLE HARRELL | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEANNINE JACOBSEN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A KARP | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE LAMENSDORF | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT LINDO | |||||||
| TRUSTEE | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY LIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER W LIPMAN | |||||||
| TRUSTEE | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNG LIU | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LISA LUBLINER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN NEELY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH NORTH | |||||||
| TRUSTEE | 1.25 | Yes (X) | $0 | $0 | $0 | ||
| HILDY SHANDELL | |||||||
| TRUSTEE | 8.75 | Yes (X) | $0 | $0 | $0 | ||
| MARSHA WITKIN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JERRY HIURA | |||||||
| TRUSTEE (THRU DEC 2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SAYRE BATTON | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $230,000 | $0 | $17,866 | ||
| BRIAN SPANG | |||||||
| DIRECTOR OF FINANCE | 37.50 | Yes (X) | $110,000 | $0 | $6,077 | ||
| FRANCES SHEN | |||||||
| DEPUTY DIRECTOR | 37.50 | $145,000 | $0 | $12,381 | Yes (X) | ||
| KRISTIN BERTRAND | |||||||
| DIRECTOR OF DEVELOPMENT | 37.50 | $135,000 | $0 | $7,121 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $620,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,445 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIED UNIVERSAL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 WASHINGTON ST SUITE 600 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SECURITY SERVICES | ServicesDesc |
| Compensation | $329,932 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $150,388 | MembershipDuesAmt |
| Fundraising | $809,774 | FundraisingAmt |
| Government Grants | $918,890 | GovernmentGrantsAmt |
| All Other Contributions | $2,845,185 | AllOtherContributionsAmt |
| Noncash Contributions | $854,145 | NoncashContributionsAmt |
| Total Contributions | $4,724,237 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLIC PROGRAMS | 712110 | $171,352 | $171,352 |
| ART CLASS CONTRACTS/TU | 712110 | $51,920 | $51,920 |
| MEMBERSHIP DUES | 712110 | $5,058 | $5,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $228,330 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,850 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,011 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,839 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,839 | TotalRevenueColumnAmt |
| Exclusion | $43,839 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,318,456 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $680,803 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $637,653 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $637,653 | TotalRevenueColumnAmt |
| Exclusion | $637,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $809,774 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $579,526 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$431,326 | TotalRevenueColumnAmt |
| Exclusion | -$431,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,250 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$750 | TotalRevenueColumnAmt |
| Exclusion | -$750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $138,563 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $71,097 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,466 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,340 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,126 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAFE INCOME | 900099 | $10,057 | $10,057 |
| OTHER INCOME | 900099 | $1,387 | $1,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,444 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,280,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $266,114 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $41,126 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,416 | 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 | $363,366 | TotalAmt |
| Program Services | $161,113 | ProgramServicesAmt |
| Management And General | $140,287 | ManagementAndGeneralAmt |
| Fundraising | $61,966 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,274,541 | TotalAmt |
| Program Services | $1,835,532 | ProgramServicesAmt |
| Management And General | $275,250 | ManagementAndGeneralAmt |
| Fundraising | $163,759 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,169 | TotalAmt |
| Program Services | $79,635 | ProgramServicesAmt |
| Management And General | $17,733 | ManagementAndGeneralAmt |
| Fundraising | $10,801 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,150 | TotalAmt |
| Program Services | $99,933 | ProgramServicesAmt |
| Management And General | $17,553 | ManagementAndGeneralAmt |
| Fundraising | $10,664 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,062 | TotalAmt |
| Program Services | $150,968 | ProgramServicesAmt |
| Management And General | $33,617 | ManagementAndGeneralAmt |
| Fundraising | $20,477 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275 | TotalAmt |
| Management And General | $2,275 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,640 | TotalAmt |
| Management And General | $49,640 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,336 | TotalAmt |
| Management And General | $44,336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,479 | TotalAmt |
| Program Services | $513,280 | ProgramServicesAmt |
| Management And General | $63,540 | ManagementAndGeneralAmt |
| Fundraising | $10,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,500 | TotalAmt |
| Program Services | $102,994 | ProgramServicesAmt |
| Management And General | $872 | ManagementAndGeneralAmt |
| Fundraising | $2,634 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,377 | TotalAmt |
| Program Services | $280,368 | ProgramServicesAmt |
| Management And General | $73,188 | ManagementAndGeneralAmt |
| Fundraising | $35,821 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,150 | TotalAmt |
| Program Services | $24,622 | ProgramServicesAmt |
| Management And General | $10,283 | ManagementAndGeneralAmt |
| Fundraising | $23,245 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,700 | TotalAmt |
| Program Services | $46,127 | ProgramServicesAmt |
| Management And General | $23,235 | ManagementAndGeneralAmt |
| Fundraising | $13,338 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,272 | TotalAmt |
| Program Services | $45,826 | ProgramServicesAmt |
| Management And General | $12,688 | ManagementAndGeneralAmt |
| Fundraising | $758 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,220 | TotalAmt |
| Program Services | $13,344 | ProgramServicesAmt |
| Management And General | $498 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,705 | TotalAmt |
| Program Services | $2,436 | ProgramServicesAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,812 | TotalAmt |
| Program Services | $38,615 | ProgramServicesAmt |
| Management And General | $2,018 | ManagementAndGeneralAmt |
| Fundraising | $1,179 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCH. ART COLLECTION | $252,817 | $252,817 | ||
| MATERIALS | $104,081 | $96,084 | $7,997 | |
| EXHIBITION COSTS | $57,158 | $57,109 | $49 | |
| CATERING | $44,111 | $30,688 | $4,790 | $8,633 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,112 | TotalAmt |
| Program Services | $36,012 | ProgramServicesAmt |
| Management And General | $18,147 | ManagementAndGeneralAmt |
| Fundraising | $16,953 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,047,033 | TotalAmt |
| Program Services | $3,867,503 | ProgramServicesAmt |
| Management And General | $798,129 | ManagementAndGeneralAmt |
| Fundraising | $381,401 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,460 | BOYAmt |
| EOY | $1,612,260 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,496 | BOYAmt |
| EOY | $1,412,732 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714,992 | BOYAmt |
| EOY | $1,947,586 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,301 | BOYAmt |
| EOY | $63,755 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,745 | BOYAmt |
| EOY | $77,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,896 | BOYAmt |
| EOY | $229,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,710,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,708,395 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,606 | BOYAmt |
| EOY | $1,901 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,974,274 | BOYAmt |
| EOY | $10,767,699 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,888,770 | BOYAmt |
| EOY | $16,112,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,881 | BOYAmt |
| EOY | $305,749 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,860 | BOYAmt |
| EOY | $70,583 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $466,316 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,741 | BOYAmt |
| EOY | $842,648 | 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 | $1,751,671 | BOYAmt |
| EOY | $1,778,309 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,619,358 | BOYAmt |
| EOY | $13,491,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,371,029 | BOYAmt |
| EOY | $15,270,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,888,770 | BOYAmt |
| EOY | $16,112,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $233,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$334,703 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $3,014,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,278,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,768,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,568,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,724,237 | CurrentTaxYearAmt |
| Total | $20,354,134 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,544,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,872,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,340,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,340,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,340,000 | CurrentTaxYearAmt |
| Total | $10,436,501 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,559,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,150,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,108,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,908,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,064,237 | CurrentTaxYearAmt |
| Total | $30,790,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,020,805 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,769,830 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $498,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $448,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $554,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,850 | CurrentTaxYearAmt |
| Total | $1,957,141 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $299,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $431,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,700 | CurrentTaxYearAmt |
| Total | $1,672,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,420,673 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,864,057 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82670 | 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 EVENTS - 2015 AMOUNT: $ 299,344. 2016 AMOUNT: $ 299,596. 2017 AMOUNT: $ 431,229. 2018 AMOUNT: $ 481,969. 2019 AMOUNT: $ 148,200. GROSS INCOME FROM GAMING ACTIVITIES - 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 12,059. 2019 AMOUNT: $ 500. | 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
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $232,600 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,410,143 | BeginningYearBalanceAmt |
| Contributions | $3,944 | ContributionsAmt |
| Investment Earnings Or Losses | $258,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $530,801 | OtherExpendituresAmt |
| End Year Balance | $12,141,898 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,606,608 | BeginningYearBalanceAmt |
| Contributions | $782,023 | ContributionsAmt |
| Investment Earnings Or Losses | $528,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $506,492 | OtherExpendituresAmt |
| End Year Balance | $12,410,143 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,040,433 | BeginningYearBalanceAmt |
| Contributions | $369,747 | ContributionsAmt |
| Investment Earnings Or Losses | $680,407 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $483,979 | OtherExpendituresAmt |
| End Year Balance | $11,606,608 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,136,566 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,202,543 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $498,676 | OtherExpendituresAmt |
| End Year Balance | $11,040,433 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,541,697 | BeginningYearBalanceAmt |
| Contributions | $5,264 | ContributionsAmt |
| Investment Earnings Or Losses | $92,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $502,529 | OtherExpendituresAmt |
| End Year Balance | $10,136,566 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $613,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $611,409 | DepreciationAmt |
| Book Value | $1,901 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $745,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $745,768 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,218 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,901 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,456,140 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$334,703 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,541,363 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,206,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,249,480 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,336 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$12,923 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $31,413 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,280,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,556,983 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,541,363 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,923 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,554,286 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,002,697 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,336 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,047,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -8,011. RAFFLE EXPENSES RECLASSIFIED TO REVENUE -1,250. COST OF GOODS SOLD RECLASSIFIED TO REVENUE -3,662. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSIFIED TO REVENUE 8,011. RAFFLE EXPENSES RECLASSIFIED TO REVENUE 1,250. COST OF GOODS SOLD RECLASSIFIED TO REVENUE 3,662. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FALL GALA | Event1Nm |
| Gross Receipts Event1 | $957,974 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $809,774 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $148,200 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $263,386 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $109,396 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $118,394 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $83,000 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $957,974 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $809,774 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,200 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $263,386 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $109,396 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $118,394 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $83,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $579,526 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$431,326 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN SAYRE BATTON | ||||||||||||||
| EXECUTIVE DIRECTOR | $230,000 | $0 | $0 | $0 | $0 | $0 | $11,500 | $0 | $6,366 | $0 | $247,866 | $0 | $0 | $0 |
| FRANCES SHEN | ||||||||||||||
| DEPUTY DIRECTOR | $145,000 | $0 | $0 | $0 | $0 | $0 | $7,250 | $0 | $5,131 | $0 | $157,381 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $232,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $590,759 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WINE | 2 | $20,795 | FMV |
| Yes (X) | PROJECTOR | 1 | $5,600 | FMV |
| Yes (X) | FOOD & BEVERAGES | 3 | $4,323 | FMV |
| Yes (X) | SUPPLIES | 1 | $68 | FMV |
| 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 3 | DUE TO THE COVID-19 PANDEMIC, THE MUSEUM HAD TO CLOSE IN MARCH 2020 THROUGH THE END OF THE FISCAL YEAR AND PROVIDED VIRTUAL PROGRAMMING/EVENTS IN LIEU OF IN-PERSON ACTIVITIES. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | INITIATIVES INCLUDE A COMMITMENT TO ART AND TECHNOLOGY THAT BUILDS ON STRENGTHS OF THE COLLECTION AND KEY INTERESTS OF THE LOCAL COMMUNITY, A SUSTAINED COMMITMENT TO CONTEMPORARY ASIAN ART AND THOUGHTFUL GROUP EXHIBITIONS DRAWN FROM BOTH THE MUSEUM'S PERMANENT COLLECTION OF MORE THAN 2,600 OBJECTS AND FROM LOANED WORKS OF ART THAT TOUCH ON SOCIALLY RELEVANT TOPICS FROM IMMIGRATION TO ARTIFICIAL INTELLIGENCE. SJMA IS COMMITTED TO PRESENTING A MINIMUM OF 60% ARTISTS OF COLOR AND WOMEN EACH SEASON, WITH PARTICULAR ATTENTION TO ARTISTS WHO REPRESENT THE DIVERSE COMMUNITIES OF SAN JOSE AND OUR REGION. HIGHLIGHTS OF THE FY20 EXHIBITION PROGRAM INCLUDED THE FEATURE EXHIBITION WITH DRAWN ARMS: GLENN KAINO AND TOMMIE SMITH, WHICH HONORED THE ACTIVIST LEGACY OF SAN JOSE STATE UNIVERSITY TRACK STAR TOMMIE SMITH, WHO FAMOUSLY RAISED A GLOVED FIST ON THE MEDAL STAND AT THE 1968 MEXICO CITY OLYMPICS TO PROTEST CIVIL RIGHTS ABUSES WORLD-WIDE. PUBLIC PROGRAMS WITH TOMMIE SMITH AND A RELATED EXHIBITION ON HIS LEGACY TITLED SPEED CITY: FROM CIVIL RIGHTS TO BLACK POWER CREATED NEW PARTNERSHIPS WITH THE INSTITUTE FOR SPORT AND SOCIAL JUSTICE AT SAN JOSE STATE UNIVERSITY AND HISTORY SAN JOSE. SJMA ALSO ADVANCED ITS COMMITMENT TO ART AND TECHNOLOGY WITH ALMOST HUMAN: DIGITAL ART FROM THE PERMANENT COLLECTION, AN EXHIBITION FEATURING ARTISTS WHO USE DIGITAL AND EMERGENT TECHNOLOGIES FROM CUSTOM COMPUTER ELECTRONICS AND EARLY ROBOTICS TO VIRTUAL REALITY AND ARTIFICIAL INTELLIGENCE, AND SONYA RAPOPORT: BIORHYTHM. LOS ANGELES ARTIST PAE WHITE WAS THE SUBJECT OF THE LATEST ITERATION OF THE BETA SPACE SERIES; WOODY DEOTHELLO: BREATHING ROOM WAS THE FIRST SOLO MUSEUM PRESENTATION BY THE OAKLAND-BASED ARTIST. SJMA ALSO LAUNCHED A NEW DEDICATED EDUCATION SPACE IN FY20 CALLED THE "ART LEARNING LAB" IN THE MUSEUM'S KORET FAMILY GALLERY. DESIGNED AS A SPACE FOR EXPERIMENTATION, PLAY, AND IMAGINATION, THE LEARNING LAB ENCOURAGES FOCUSED ENGAGEMENT WITH SELECT PERMANENT COLLECTION WORKS OF ART, EACH ACCOMPANIED BY ITS OWN LEARNING ACTIVITY DESIGNED TO PROMOTE STANDARDS BASED LEARNING. SJMA'S FY20 EXHIBITION PROGRAM WAS CUT SHUT WHEN THE MUSEUM TEMPORARILY CLOSED TO THE PUBLIC ON MARCH 14, 2020 IN RESPONSE TO THE COVID19 PUBLIC HEALTH EMERGENCY. 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 PRIOR TO COVID-19 CLOSURE: 39,928 |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | 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. PRIOR TO THE COVID19 CLOSURE, IN FY20 SJMA LAUNCHED THE CAPSTONE CURRICULAR PIECE OF ITS THREE-YEAR UPPER ELEMENTARY SCHOOL STEAM PROGRAM, SOWING CREATIVITY, IN SAN JOSE TITLE I SCHOOLS. THE MUSEUM ALSO SERVED MORE THAN 2,300 STUDENTS WITH ITS PREMIERE FIELD TRIP PROGRAM, TWO PART ART, 83% OF WHOM WERE BASED IN LOW-INCOME TITLE I SCHOOLS AND PARTICIPATED FOR FREE. DURING THE CLOSURE, THE MUSEUM HAS CONTINUED TO SUPPORT ITS AUDIENCE AND COMMUNITY WITH A HOST OF NEW VIRTUAL PROGRAMS. KEY ACCOMPLISHMENTS INCLUDE MULTIPLE SOLD-OUT PUBLIC PROGRAMS - FROM GALLERY TALKS TO BEHIND-THE-SCENES TOURS AND NEW EDUCATIONAL OFFERINGS AVAILABLE ON THE MUSEUM'S WEBSITE AND FACEBOOK PAGE (HTTPS://SJMUSART.ORG/MUSEUM-FROM-HOME/ONLINE-EDUCATION). IN SUMMER 2020, SJMA LAUNCHED ITS FIRST VIRTUAL SUMMER ART CAMP. THE MUSEUM IS PROUD TO HAVE BEEN ABLE TO SUPPORT THE MAYOR'S "SILICON VALLEY STRONG" INITIATIVE WITH A COMPILATION VIDEO OF EDUCATION ACTIVITIES THAT WAS DISTRIBUTED WIDELY THROUGH THE CITY'S NETWORKS. IN RESPONSE TO THE SUCCESS OF THESE PROGRAMS, AND AS PART OF THE MUSEUM'S BORDERLESS INITIATIVES, SJMA WILL CONTINUE TO OFFER REMOTE PROGRAMMING ALONGSIDE ITS ONSITE OFFERINGS WHEN THE MUSEUM REOPENS. NUMBER OF PEOPLE SERVED PRIOR TO COVID-19 CLOSURE: 22,213 TOTAL VIRTUAL PROGRAM ATTENDANCE: 18,356 |
| 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 FY20 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 OF TRUSTEES IN ACCORDANCE WITH THIS COMPENSATION PHILOSOPHY, BASED ON THE ANNUAL SALARY SURVEY OF THE ASSOCIATION OF ART MUSEUM DIRECTORS, WHICH IS THE STANDARD RESOURCE IN THE FIELD AND THE MOST COMPREHENSIVE, PUBLIC INDUSTRY DATA AVAILABLE. THE SALARY AND BENEFIT PACKAGE OF THE EXECUTIVE DIRECTOR WAS ESTABLISHED AFTER A REVIEW OF COMPARABLE EXECUTIVE COMPENSATION FURNISHED BY THE EXECUTIVE SEARCH FIRM ENGAGED BY THE BOARD AND APPROVED BY THE BOARD ON MARCH 23, 2017. |
| 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 193,058. MANAGEMENT AND GENERAL EXPENSES 23,899. FUNDRAISING EXPENSES 4,009. TOTAL EXPENSES 220,966. CONSULTING: PROGRAM SERVICE EXPENSES 320,222. MANAGEMENT AND GENERAL EXPENSES 39,641. FUNDRAISING EXPENSES 6,650. TOTAL EXPENSES 366,513. |