2021-04-10T10:07:21-05:00 2020-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2019-07-01 237062028 SAN JOSE MUSEUM OF ART ASSOCIATION SANJ 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 4082716840 2021-04-06 1 MAGA E KISRIEV P01008919 4157810793 2019 2022-09-23 18:48:47Z SUSAN SAYRE BATTON 110 SOUTH MARKET STREET SAN JOSE CA 951132383 6621580 0 X WWW.SJMUSART.ORG X 1969 CA THE MUSEUM FOSTERS APPRECIATION AND AWARENESS OF THE CONTRIBUTION OF ART AND ARTISTS TO SOCIETY. 23 23 104 166 41126 -36163 5568281 4724237 411798 228330 584742 637653 212556 -309327 6777377 5280893 0 0 0 0 2983330 3079288 0 0 381401 2134464 1967745 5117794 5047033 1659583 233860 15888770 16112834 517741 842648 15371029 15270186 X SEE SCHEDULE O 0 1 2673965 0 183774 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) 1051215 0 51920 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) 142323 0 30420 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. 3867503 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 96 0 1 104 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BRIAN SPANG 4082716840 110 SOUTH MARKET STREET SAN JOSE CA 951132383 TAD FREESE CO-PRESIDENT 15.50 X X 0 0 0 CHERYL KIDDOO CO-PRESIDENT 25.50 X X 0 0 0 WILLIAM FAULKNER TREASURER 7.50 X X 0 0 0 CORNELIA PENDLETON SECRETARY 11.75 X X 0 0 0 LUCIA CHA TRUSTEE 0.00 X 0 0 0 PETER CROSS TRUSTEE 3.00 X 0 0 0 GLENDA DORCHAK TRUSTEE 12.50 X 0 0 0 ANNEKE DURY TRUSTEE 3.50 X 0 0 0 EILEEN FERNANDES TRUSTEE 0.50 X 0 0 0 CHANDRA GNANASAMBANDAM TRUSTEE 0.50 X 0 0 0 COLE HARRELL TRUSTEE 0.50 X 0 0 0 JEANNINE JACOBSEN TRUSTEE 0.50 X 0 0 0 RICHARD A KARP TRUSTEE 0.50 X 0 0 0 JENNIE LAMENSDORF TRUSTEE 0.50 X 0 0 0 ROBERT LINDO TRUSTEE 7.50 X 0 0 0 KIMBERLY LIN TRUSTEE 0.50 X 0 0 0 PETER W LIPMAN TRUSTEE 7.00 X 0 0 0 HUNG LIU TRUSTEE 0.50 X 0 0 0 LISA LUBLINER TRUSTEE 2.00 X 0 0 0 EVELYN NEELY TRUSTEE 2.00 X 0 0 0 SARAH NORTH TRUSTEE 1.25 X 0 0 0 HILDY SHANDELL TRUSTEE 8.75 X 0 0 0 MARSHA WITKIN TRUSTEE 1.50 X 0 0 0 JERRY HIURA TRUSTEE (THRU DEC 2019) 2.00 X 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 37.50 X 230000 0 17866 BRIAN SPANG DIRECTOR OF FINANCE 37.50 X 110000 0 6077 FRANCES SHEN DEPUTY DIRECTOR 37.50 X 145000 0 12381 KRISTIN BERTRAND DIRECTOR OF DEVELOPMENT 37.50 X 135000 0 7121 620000 0 43445 4 0 1 0 ALLIED UNIVERSAL 161 WASHINGTON ST SUITE 600 CONSHOHOCKEN PA 19428 SECURITY SERVICES 329932 1 150388 809774 918890 2845185 854145 4724237 PUBLIC PROGRAMS 712110 171352 171352 ART CLASS CONTRACTS/TU 712110 51920 51920 MEMBERSHIP DUES 712110 5058 5058 228330 51850 8011 43839 43839 43839 1318456 680803 637653 637653 637653 148200 809774 579526 -431326 -431326 500 1250 -750 -750 138563 71097 67466 26340 41126 CAFE INCOME 900099 10057 10057 OTHER INCOME 900099 1387 1387 11444 5280893 266114 41126 249416 X 363366 161113 140287 61966 2274541 1835532 275250 163759 108169 79635 17733 10801 128150 99933 17553 10664 205062 150968 33617 20477 2275 2275 49640 49640 44336 44336 587479 513280 63540 10659 106500 102994 872 2634 389377 280368 73188 35821 58150 24622 10283 23245 82700 46127 23235 13338 59272 45826 12688 758 14220 13344 498 378 2705 2436 133 136 41812 38615 2018 1179 PURCH. ART COLLECTION 252817 252817 MATERIALS 104081 96084 7997 EXHIBITION COSTS 57158 57109 49 CATERING 44111 30688 4790 8633 71112 36012 18147 16953 5047033 3867503 798129 381401 1231460 1612260 718496 1412732 2714992 1947586 47301 63755 66745 77558 130896 229343 1710296 1708395 4606 1901 10974274 10767699 15888770 16112834 345881 305749 171860 70583 0 466316 517741 842648 X 1751671 1778309 13619358 13491877 15371029 15270186 15888770 16112834 233860 -334703 0 X 0 1 X 1 0 X 3014695 3278807 3768114 5568281 4724237 20354134 1544501 1872000 2340000 2340000 2340000 10436501 4559196 5150807 6108114 7908281 7064237 30790635 2020805 28769830 498400 404114 448749 554028 51850 1957141 0 0 0 0 0 299344 299596 431229 494028 148700 1672897 34420673 2864057 0.83580 0.82670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232600 0 X X X X 1 12410143 3944 258612 530801 12141898 11606608 782023 528004 506492 12410143 11040433 369747 680407 483979 11606608 10136566 200000 1202543 498676 11040433 10541697 5264 92134 502529 10136566 0.00780 0.78280 0.20940 1 0 613310 611409 1901 745768 745768 0 351218 351218 0 1901 X 7456140 -334703 2541363 2206660 5249480 44336 -12923 31413 5280893 7556983 2541363 12923 2554286 5002697 44336 44336 5047033 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. ANNUAL FALL GALA 957974 809774 148200 263386 109396 118394 5350 83000 957974 809774 148200 263386 109396 118394 5350 83000 579526 -431326 X X X 0 0 0 0 0 0 0 0 0 SUSAN SAYRE BATTON EXECUTIVE DIRECTOR 230000 0 0 0 0 0 11500 0 6366 0 247866 0 0 0 FRANCES SHEN DEPUTY DIRECTOR 145000 0 0 0 0 0 7250 0 5131 0 157381 0 0 0 X 15 232600 FMV X 8 590759 FMV X WINE 2 20795 FMV X PROJECTOR 1 5600 FMV X FOOD & BEVERAGES 3 4323 FMV X SUPPLIES 1 68 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 1 MISSION: THE SAN JOSE MUSEUM OF ART REFLECTS THE DIVERSE CULTURES AND INNOVATIVE SPIRIT OF SILICON VALLEY. THROUGH ITS EXHIBITIONS, PROGRAMS, SCHOLARSHIP, AND COLLECTIONS, SJMA CONNECTS THE PRESENT AND THE PAST, THE ART OF THE WEST COAST AND THE WORLD. THE MUSEUM FOSTERS AWARENESS OF ARTISTS' BROAD CONTRIBUTIONS TO SOCIETY AND ENGAGES AUDIENCES WITH THE ART OF OUR TIME AND THE VITALITY OF THE CREATIVE PROCESS. VISION: THE SAN JOSE MUSEUM OF ART IS THE PREEMINENT MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. SJMA ENRICHES ITS COMMUNITIES THROUGH INVITING, INNOVATIVE PROGRAMS AND CREATIVE, INTERACTIVE EXPERIENCES. IT PROVIDES DYNAMIC LEARNING OPPORTUNITIES FOR ADULTS AS WELL AS VITAL EDUCATIONAL SERVICES FOR YOUTHS AND FAMILIES, TO ENCOURAGE INQUIRY AND VISUAL THINKING. AS A CONSEQUENCE, SJMA IS RECOGNIZED FOR HIGH-QUALITY PROGRAMS, COLLABORATIVE ENDEAVORS, A DISTINCTIVE PERMANENT COLLECTION, AND ADVENTUROUS APPROACHES. THE MUSEUM CONNECTS ART AND LIFE; WORKS ACROSS CULTURAL BOUNDARIES; AND PROMOTES DEEPER AWARENESS, ENJOYMENT, AND KNOWLEDGE OF MODERN AND CONTEMPORARY ART AND DESIGN. SJMA IS A CULTURAL HUB FOR THE RESIDENTS OF THE REGION, A SPACE FOR PERSONAL REFLECTION, A GATHERING PLACE FOR CREATIVE THINKERS, AND A SOURCE OF VIBRANCY FOR THE CITY CENTER. FORM 990, PART III, LINE 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.