2021-11-09T15:54:24-06:00 2021-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 5946 PRIESTLY DRIVE SUITE 200 CARLSBAD CA 92008 990 2020-07-01 951696715 SAN DIEGO MUSEUM OF ART SAND 6192327931 PO BOX 122107 SAN DIEGO CA 92112 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 6192327931 2021-11-15 1 DONNA DOMINIAK 999009999 DEBRA D SMITH P00646873 7604318440 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROXANA VELASQUEZ PO BOX 122107 SAN DIEGO CA 92112 12297628 0 X WWW.SDMART.ORG X 1935 CA TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 38 38 138 565 39771 2276 3535082 4055427 1271926 483480 5110525 7142348 443576 3715 10361109 11684970 0 0 0 0 6382128 6248578 0 0 597961 5487976 4749320 11870104 10997898 -1508995 687072 79415089 97897438 7696939 8530387 71718150 89367051 X TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. 0 0 4397947 452785 EXHIBITIONS: THE MUSEUM PRESENTED A BROAD RANGE OF EXHIBITIONS DURING THE YEAR. THESE WERE CREATED FROM THE MUSEUM'S OWN COLLECTION, AS WELL AS BORROWED FROM OTHER MUSEUMS AND LENDERS. MASTERS OF PHOTOGRAPHY: THE GARNER COLLECTION, YOUNG ART 2021: MY WORLD, OUR PLANET, EVERYTHING YOU SEE COULD BE A LIE: PHOTOREALISTIC DRAWINGS BY ANA DE ALVEAR AND CRANACH TO CANALETTO: MASTERPIECES FROM THE BEMBERG FOUNDATION WERE SOME OF THE EXHIBITIONS PRESENTED DURING FISCAL YEAR 2021.DUE TO THE COVID-19 PANDEMIC, THE MUSEUM WAS CLOSED TO IN-PERSON ATTENDANCE FROM MARCH 14, 2020 TO SEPTEMBER 4, 2020 AND FROM NOVEMBER 14, 2020 TO MARCH 19, 2021. THE MUSEUM HAD ALREADY BEEN AT THE FOREFRONT OF PUBLIC ARTS INSTITUTIONS IN DIGITIZING IMAGES OF ITS COLLECTION AND CREATING ONLINE CONTENT TO ENGAGE ALL THAT ARE INTERESTED IN ART. THE MUSEUM'S APP INCLUDES TOURS AND AUGMENTED REALITY, WHILE OUR YOUTUBE CHANNEL HAS TALKS AND VIDEOS OF LECTURES AND SYMPOSIUMS. DURING THE CLOSURES, THE MUSEUM LAUNCHED SDMA 360: A VIRTUAL GALLERY EXPERIENCE. THIS NEW DIGITAL EXPERIENCE FEATURES 360-DEGREE TOURS FOR EACH OF OUR GALLERIES. THE TECHNOLOGY ENCOURAGES STOPS TO ZOOM IN ON THE PAINTINGS TO STUDY DETAILS, ALLOWS YOU TO CIRCLE AROUND SCULPTURES AND READ THE WALL LABELS IN ENGLISH AND SPANISH. MASTERS OF PHOTOGRAPHY: THE GARNER COLLECTION WAS SCHEDULED TO OPEN ON THE DAY THE MUSEUM CLOSED AGAIN TO THE PUBLIC. THIS EXHIBITION, A BROAD SAMPLING FROM A LOCAL COLLECTOR, EMPHASIZED ICONIC IMAGES BY SOME OF THE MOST FAMOUS PHOTOGRAPHERS OF THE 20TH CENTURY TO THE PRESENT. THE EXHIBITION WAS GROUPED THEMATICALLY TO EXPLORE A VARIETY OF APPROACHES TO THE PHOTOGRAPHIC MEDIUM AND INCLUDED WORKS FROM ANSEL ADAMS, BERENICE ABBOTT, MARGARET BOURKE-WHITE, FRANK EUGENE AND GREGORY CREWDSON. THROUGH THIS SURVEY OF PHOTOGRAPHIC MASTERS, VISITORS WOULD BE ABLE TO STUDY INFLUENTIAL IMAGES FROM ACROSS THE CENTURY WHILE DISCOVERING THE ARTISTS AND TECHNIQUES BEHIND THEM. THIS EXHIBITION WILL BE RE-INSTALLED IN THE MUSEUM'S FISCAL YEAR 2022. YOUNG ART 2021: MY WORLD, OUR PLANET, IS THE BIENNIAL EXHIBITION FEATURING ARTWORK BY KINDERGARTEN THROUGH 12TH-GRADE STUDENTS IN SAN DIEGO COUNTY. NOW IN ITS 46TH YEAR, THIS IS THE LONGEST RUNNING PROGRAM AT THE MUSEUM. THE WORKS EXPLORED INTERPRETATIONS OF THIS YEAR'S THEME, THE ENVIRONMENT AND SUSTAINABILITY. THE MUSEUM PARTNERED WITH SDG&E TO FEATURE SELECT WORKS FROM THE EXHIBITION TO COVER UTILITY BOXES AROUND BALBOA PARK AND NEARBY NEIGHBORHOODS. EVERYTHING YOU SEE COULD BE A LIE: PHOTOREALISTIC DRAWINGS BY ANA DE ALVEAR PRESENTED WORKS FROM A CONTEMPORARY ARTIST THAT RECALL THE EUROPEAN STILL LIFE PAINTINGS IN THE MUSEUM'S COLLECTION. THEY FOCUS ON THE TRADITION THAT SPANS SEVERAL CENTURIES TO DISPLAY THE OBJECTS THAT WERE VALUED AND DESIRED IN A WEALTHY OR MERCHANT CLASS HOME, FROM FINE FOODS TO IMPORTED PORCELAIN. ON CLOSER INSPECTION, THE WORKS REVEAL SURPRISING THINGS. ALTHOUGH THE IMAGES LOOK LIKE A PHOTOGRAPH, THEY ARE NOT MADE WITH THE ASSISTANCE OF A DIGITAL OR MECHANICAL PROCESS. THEY ARE DONE BY HAND WITH A COLORED PENCIL ON PAPER. ALSO FOUND WITHIN THE DETAILS ARE ALLUSIONS TO ENVIRONMENTAL CONCERNS, SUCH AS AN ARTIFICIAL BEE TRYING TO FIND A PLACE TO POLLINATE IN A BOUQUET OF ARTIFICIAL FLOWERS. CRANACH TO CANALETTO: MASTERPIECES FROM THE BEMBERG FOUNDATION AFFORDED MUSEUM VISITORS THE EXPERIENCE OF THE FIRST-EVER US INSTALLATION OF MASTERWORKS FROM FRENCH COLLECTOR GEORGES BEMBERG. ARTISTS REPRESENTED IN THE FOUNDATION'S COLLECTION INCLUDE THE VENETIAN PAINTERS TINTORETTO, TITIAN, AND CANALETTO; FRENCH ARTISTS CLOUET, NATTIER AND BOUCHER; AND FLEMISH AND DUTCH PAINTERS BRUEGHEL, VAN GOYEN AND VAN DYCK. IN ADDITION, FOUR LUCAS CRANACH PAINTINGS ATTEST TO BEMBERG'S APPRECIATION OF THIS SEMINAL FIGURE OF THE GERMAN RENAISSANCE. THE BEMBERG FOUNDATION WORKS WERE AT HOME ALONGSIDE MANY OF THE PAINTINGS FROM THE MUSEUM'S PERMANENT COLLECTION. THE MUSEUM PRESENTED SMALLER EXHIBITIONS IN ITS PERMANENT COLLECTION GALLERIES, SUCH AS REMBRANDT AND PRINTMAKING IN THE NETHERLANDS, THE ELEPHANT IN THE ROOM, JUAN SANCHEZ COTAN AND CAULEEN SMITH: MYSTICAL TIME AND DECEPTIVE LIGHT AND OF SEA AND SAND: CALIFORNIA PAINTINGS. IN THE ONGOING EFFORT TO ADVANCE THE MUSEUM'S GOAL OF MAKING ART MORE ACCESSIBLE, THE MUSEUM CONTINUED TO OFFER FREE ADMISSION TO AGES 17 AND UNDER. THE MUSEUM CONTINUED TO OFFER ITS SMARTPHONE APP TO PROVIDE ADDITIONAL INTERACTIVE EXPERIENCES, INCLUDING THE AUGMENTED REALITY FEATURE, WHICH BRINGS ART TO LIFE. THE APP IS FREE TO DOWNLOAD AND CAN BE USED AT HOME AS WELL AS ON THE PREMISES. THESE DIVERSE EXHIBITIONS AND THEIR COMPLEMENTARY PROGRAMS RESULTED IN THE MUSEUM WELCOMING APPROXIMATELY 142,000 VISITORS IN FISCAL YEAR 2021. 49295 2150873 COLLECTIONS: THE MUSEUM'S MISSION IS, IN PART TO CARE FOR ITS COLLECTIONS, WHICH INCLUDES MORE THAN 20,000 WORKS OF ART. THE COLLECTION IS THE MUSEUM'S GREATEST ASSET. ITS WORKS OF ART ARE DISPLAYED ON A ROTATING BASIS WITHIN THE MUSEUM AND ARE FREQUENTLY LENT TO OTHER INSTITUTIONS FOR EXHIBITION ELSEWHERE. THE MUSEUM ALSO SEEKS TO ACQUIRE ART WHICH WILL ENHANCE ITS COLLECTION. DURING FISCAL YEAR 2021, THE MUSEUM COMPLETED CONSERVATION ON ACCELERATED POINT AND IT WAS RE-INSTALLED IN THE REFLECTING POOL IN THE SCULPTURE COURT. THE MANY SCULPTURES IN OUR SCULPTURE GARDEN AND IN THE AREA SURROUNDING THE MUSEUM'S ENTRANCE ALSO RECEIVED CONSERVATION TREATMENT. IN ADDITION, CONSERVATION BEGAN ON WORKS OF ART TO BE FEATURED IN FUTURE EXHIBITIONS, BOTH AT THE MUSEUM AND AT OTHER INSTITUTIONS. 848244 11348 PROGRAMS: THE MUSEUM OFFERS A BROAD RANGE OF PROGRAMMING THROUGHOUT THE YEAR. THESE PROGRAMS INCLUDE MUSICAL PERFORMANCES, FILMS, EDUCATIONAL SEMINARS, TEEN ART CLASSES, SUMMER CAMPS, AND LECTURES AND SYMPOSIA. DUE TO THE MUSEUM'S CLOSURES DURING FISCAL YEAR 2021, THE SDMA PLUS COLLABORATIONS WITH LOCAL ARTS INSTITUTIONS CONTINUED TO BE VIRTUAL. PERFORMANCES BY THE NATESHA SCHOOL OF BHARATANATYAM, THE SAN DIEGO BALLET, THE SAN DIEGO OPERA, THE SAN DIEGO SHAKESPEARE SOCIETY AND THE SAN DIEGO YOUTH SYMPHONY AIRED ON THE MUSEUM'S YOUTUBE CHANNEL. THE MUSICAL PERFORMANCES BY ART OF ELAN WERE BOTH VIRTUAL AND IN-PERSON, ONCE THE MUSEUM RE-OPENED TO THE PUBLIC. THE MUSEUM ALSO OFFERED NUMEROUS VIRTUAL LECTURES THROUGHOUT FISCAL YEAR 2021. 1600597 140387 OTHER PROGRAM SERVICES: DURING THE FISCAL YEAR ENDED JUNE 30, 2021, THE MUSEUM SERVED AN AUDIENCE OF APPROXIMATELY 142,000 VISITORS FROM LOCAL, REGIONAL, NATIONAL AND INTERNATIONAL AUDIENCES. THE MUSEUM PRODUCED THREE ISSUES OF ITS MEMBER'S MAGAZINE. THE MUSEUM WAS SUPPORTED BY APPROXIMATELY 4,800 MEMBERS DURING THE YEAR. THROUGHOUT THE MUSEUM'S CLOSURES DURING FISCAL YEAR 2021, THE MUSEUM CONTINUED TO PROVIDE VIRTUAL PROGRAMMING TO ENGAGE AND INSPIRE OUR AUDIENCES. IN ADDITION, THE MUSEUM PRODUCED A CATALOGUE TO ACCOMPANY THE MASTERS OF PHOTOGRAPHY: THE GARNER COLLECTION EXHIBITION 1600597 140387 6896083 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 43 0 1 138 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DONNA DOMINIAK 6192327931 PO BOX 122107 SAN DIEGO CA 92112 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 40.00 X 360636 0 21762 ANITA FELDMAN DD - CURATORIAL/EDUCATION 40.00 X 163857 0 19636 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 40.00 X 140373 0 25084 KARI KOVACH CHIEF OPERATING OFFICER 40.00 X 134416 0 11707 STACEY LOOMIS DIRECTOR - DEVELOPMENT 40.00 X 113155 0 15001 TAFFIN RAY PRESIDENT 1.00 X X 0 0 0 EUGENE MITCHELL VICE-PRESIDENT 1.00 X X 0 0 0 TONI BLOOMBERG VICE-PRESIDENT 1.00 X X 0 0 0 WEBSTER KINNAIRD VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT DOTSON TREASURER 1.00 X X 0 0 0 MARTI ANDREWS SECRETARY 1.00 X X 0 0 0 ANALIA REGGIO TRUSTEE 1.00 X 0 0 0 ANTHONY BOGANEY TRUSTEE 1.00 X 0 0 0 ARMANDO IBARRA JR TRUSTEE 1.00 X 0 0 0 BARBARA KATZ TRUSTEE 1.00 X 0 0 0 BILL VANDEWEGHE TRUSTEE 1.00 X 0 0 0 BETTY ANN HOEHN TRUSTEE 1.00 X 0 0 0 DEMI ROGOZIENSKI TRUSTEE 1.00 X 0 0 0 FRANK ROGOZIENSKI ASSISTANT SECRETARY 1.00 X 0 0 0 GITA KHADIRI TRUSTEE 1.00 X 0 0 0 JACKIE JOHNSON TRUSTEE 1.00 X 0 0 0 DANIEL SWASBROOK TRUSTEE 1.00 X 0 0 0 JANICE LOWENBERG TRUSTEE 1.00 X 0 0 0 JEANETTE FAVROT PETERSON TRUSTEE 1.00 X 0 0 0 JILL LOZIER ASSISTANT TREASURER 1.00 X 0 0 0 JOANIE O'LEARY TRUSTEE 1.00 X 0 0 0 JOYCE GATTAS TRUSTEE 1.00 X 0 0 0 KATHEE MANGAN CHRISTENSEN TRUSTEE 1.00 X 0 0 0 KIM SOKOL TRUSTEE 1.00 X 0 0 0 MARIANELA DE LA HOZ TRUSTEE 1.00 X 0 0 0 MELINDA KIMBRO TRUSTEE 1.00 X 0 0 0 MICKI OLIN TRUSTEE 1.00 X 0 0 0 PHYLLIS SPEER TRUSTEE 1.00 X 0 0 0 RACHEL INMON TRUSTEE 1.00 X 0 0 0 ROBIN WILSON CARRIER TRUSTEE 1.00 X 0 0 0 ROSS HARTER TRUSTEE 1.00 X 0 0 0 LESTER MACHADO TRUSTEE 1.00 X 0 0 0 STEVE COOPERSMITH TRUSTEE 1.00 X 0 0 0 SUSAN URQUIDI TRUSTEE 1.00 X 0 0 0 TOM GILDRED TRUSTEE 1.00 X 0 0 0 JAMES KINNEY TRUSTEE 1.00 X 0 0 0 JUDITH A WILSON TRUSTEE 1.00 X 0 0 0 PAMELA GABRIEL TRUSTEE 1.00 X 0 0 0 912437 0 93190 5 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 31001-2374 PASADENA CA 911102374 SECURITY SERVICES 511636 AO REED 4777 RUFFNER STREET SAN DIEGO CA 92186 REPAIR SERVICES 238590 ENNEAD ARCHITECTS LLP 1 WORLD TRADE CENTER 40TH FLOOR NEW YORK NY 10007 FEASIBILITY STUDY 213691 THE IDEA BRAND DBA 62 ABOVE 302 WASHINGTON STREET 624 SAN DIEGO CA 92103 MARKETING 178937 SIEMENS INDUSTRY PO BOX 2134 CAROL STREAM IL 60132 CCTV SERVER 126917 9 849790 556227 1078804 1570606 113185 4055427 ADMISSIONS 712110 452785 452785 OTHER RELATED INCOME 712110 19347 19347 CONCERTS/EDUCATION 712110 11348 11348 483480 1047133 1047133 12400 0 12400 12400 12400 3944342 2150873 0 0 3944342 2150873 6095215 2150873 3944342 237538 556227 516218 -278680 -278680 217480 96440 121040 121040 CAFE COMMISSIONS 900099 109184 109184 PARTNERSHIP K-1'S NET UBI 900099 39771 39771 148955 11684970 2755393 39771 4834379 948612 273558 453791 221263 4242976 2764627 1248932 229417 140871 76440 56744 7687 607133 352874 232176 22083 308986 181660 104089 23237 46700 46700 294542 294542 561962 264481 245355 52126 231679 13171 215530 2978 88897 72445 6188 10264 22959 22959 694940 644378 41449 9113 279 279 4268 4049 171 48 811329 769789 32372 9168 343557 319049 18997 5511 FEES AND HONORARIUMS 615733 580124 33204 2405 REPAIRS/MAINTENENCE 286237 16253 269984 0 EQUIPMENT/RENTAL/TOOLS 246125 187116 57774 1235 FREIGHT 227078 227078 0 0 273035 125753 145856 1426 10997898 6896083 3503854 597961 1255022 1371035 4456561 5511607 365756 229123 1191886 875910 154598 135453 183319 62406 17684337 13222530 4819138 4461807 43006576 54306928 23900891 30869892 81342 73277 79415089 97897438 965645 1899763 2952 2777 234342 184126 6494000 6443721 7696939 8530387 X 51057698 64345186 20660452 25021865 71718150 89367051 79415089 97897438 X 687072 16798964 162865 X 0 1 X 1 0 X 4179024 5327972 7589849 3535082 4055427 24687354 4179024 5327972 7589849 3535082 4055427 24687354 4036318 20651036 1066250 1621344 1744344 1386206 1059533 6877677 220255 1569 1379 993 39771 263967 31828998 8043867 0.64880 0.66560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 68803350 203939 21987246 5374533 294542 85325460 70261653 897968 2002414 4102000 256685 68803350 70186893 200000 3747559 3637182 235617 70261653 69205362 6304774 5057665 265578 70186893 64824184 5000 9316421 4695309 244934 69205362 0.71450 0.11810 0.16740 0 0 3378554 3378554 0 13908844 9649586 4259258 396939 194390 202549 4461807 ALTERNATIVE INVESTMENTS 29823732 F BENEFICIAL INTEREST IN ASSETS HELD AT THE SAN DIEGO FOUNDATION 1046160 F 30869892 DEMAND CERTIFICATES 5700000 PPP LOAN 743721 6443721 X 28874755 16798964 6280 718854 17524098 11350657 294542 39771 334313 11684970 11225854 6280 516218 522498 10703356 294542 294542 10997898 PART III, LINE 1A: THE MUSEUM MAINTAINS COLLECTIONS OF ART THAT ARE SIGNIFICANT IN RELATION TO ITS TOTAL ASSETS. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED OR RECOGNIZED AS REVENUES OR GAINS PROVIDED THAT SUCH DONATIONS ARE ADDED TO COLLECTIONS AND ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED IN THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. THE MUSEUM EMPLOYS CURATORS TO ENSURE THAT THE COLLECTIONS ARE PROTECTED AND PRESERVED. PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO HELP FUND OPERATIONS AND FOR ART ACQUISITION. PART X, LINE 2: THE MUSEUM FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE MUSEUM RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE MUSEUM HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND 2020 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUSTS 202,636. SPECIAL EVENT EXPENSES 516,218. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI 39,771. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 516,218. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CONSULTING FEES 5000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES MUSEUM STORE MERCHANDISE, EXHIBITION FEES, LECTURE HONORARIUM 360401 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES LECTURE HONORARIUM 1000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MUSEUM STORE MERCHANDISE 843 0 0 0 0 0 0 367244 0 367244 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ART ALIVE 793765 556227 237538 90050 426168 793765 556227 237538 90050 426168 516218 -278680 X X X X X 0 0 0 0 0 0 0 0 0 ROXANA VELASQUEZ EXECUTIVE DIRECTOR & CEO 360636 0 0 0 0 0 9975 0 11787 0 382398 0 0 0 ANITA FELDMAN DD - CURATORIAL/EDUCATION 163857 0 0 0 0 0 5782 0 13854 0 183493 0 0 0 DONNA DOMINIAK CHIEF FINANCIAL OFFICER 140373 0 0 0 0 0 5012 0 20072 0 165457 0 0 0 PART I, LINE 3 THE MUSEUM HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS AND APPROVES COMPENSATION PACKAGES EACH YEAR FOR THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND THE DEPUTY DIRECTOR OF CURATORIAL AFFAIRS AND EDUCATION. THIS COMMITTEE IS COMPRISED OF BOARD MEMBERS, WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THIS MATTER. TO ASSESS COMPENSATION LEVELS AND DETERMINE IF THEY ARE COMPETITIVE AND NOT EXCESSIVE, THE COMMITTEE EXAMINES COMPENSATION DATA FROM COMPARABLE INSTITUTIONS, INCLUDING BUT NOT LIMITED TO OTHER 501(C)(3) ORGANIZATIONS IN THE REGION, REGIONAL FOR-PROFIT COMPENSATION STATISTICS, AND COMPENSATION REPORTS REGARDING THE MUSEUM INDUSTRY IN GENERAL. THE COMMITTEE PREPARES AND KEEPS MINUTES OF ALL DELIBERATIONS. X 448 0 SEE STATEMENT X 10 95881 FAIR MARKET VALUE X UV STERILIZER BOXES 1 8749 FAIR MARKET VALUE X FLORALS 8 5384 FAIR MARKET VALUE X FOOD AND BEVERAGES 4 3171 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: WORKS OF ART WERE REPORTED AT ZERO VALUE ON FORM 990 PART VIII, STATEMENT OF REVENUE, LINE 1G, PER GAAP THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS116. FORM 990, PART VI, SECTION A, LINE 2 DEMI ROGOZIENSKI AND FRANK ROGOZIENSKI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES). A FINAL COPY OF THE FORM 990 IS GIVEN TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM HAS A CONFLICT OF INTEREST POLICY AS SECTION 3.3 OF ITS POLICY MANUAL AND WITHIN ITS CODE OF ETHICS. ALL NEW HIRES ARE GIVEN A COPY OF THE POLICY MANUAL AND CODE OF ETHICS AS PART OF THE ORIENTATION PROCESS AND ALL MUST SIGN AN ACKNOWLEDGEMENT FORM UPON RECEIPT OF THESE DOCUMENTS. FURTHER, THE MUSEUM IMPLEMENTED AN ANNUAL DISCLOSURE PRACTICE; EMPLOYEES ARE ASKED TO COMPLETE AN UPDATED CONFLICT OF INTEREST FORM EACH YEAR. TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH BOARD YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM HAS A COMPENSATION AND BENEFITS COMMITTEE THAT REVIEWS AND APPROVES COMPENSATION PACKAGES EACH YEAR FOR THE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND THE DEPUTY DIRECTOR OF CURATORIAL AFFAIRS AND EDUCATION. THIS COMMITTEE IS COMPRISED OF BOARD MEMBERS, WHO DO NOT HAVE ANY CONFLICT OF INTEREST IN THIS MATTER. TO ASSESS COMPENSATION LEVELS AND DETERMINE IF THEY ARE COMPETITIVE AND NOT EXCESSIVE, THE COMMITTEE EXAMINES COMPENSATION DATA FROM COMPARABLE INSTITUTIONS, INCLUDING BUT NOT LIMITED TO OTHER 501(C)(3) ORGANIZATIONS IN THE REGION, REGIONAL FOR-PROFIT COMPENSATION STATISTICS, AND COMPENSATION REPORTS REGARDING THE MUSEUM INDUSTRY IN GENERAL. THE COMMITTEE PREPARES AND KEEPS MINUTES OF ALL DELIBERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS AND THE 990/990-T ARE AVAILABLE ON THE WEBSITE AND ARE MAILED UPON REQUEST. OTHER DOCUMENTS ARE NOT POSTED FOR PUBLIC ACCESS. FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE REMAINDER TRUSTS 202,636. GAAP/TAX DIFFERENCE PARTNERSHIP K-1'S NET UBI -39,771.