SAN DIEGO MUSEUM OF MAN: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO MUSEUM OF MAN (EIN 95-1709290)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202131279349300313
- Schema version
- 2019v5.0
- 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 | 2021-05-07T08:36:05-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330783983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Rhode & Roberts | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2741 4th Ave | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | 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 | 951709290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO MUSEUM OF MAN | BusinessNameLine1Txt |
| Business Name Line2 | DBA MUSEUM OF US | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192392001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 EL PRADO BALBOA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICAH D PARZEN PHD JD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cheryl Rhode | PreparerPersonNm |
| PTIN | P00234939 | PTIN |
| Phone | 6196155380 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 EL PRADO BALBOA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,430,929 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MUSEUMOFUS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING HUMAN CONNECTIONS BY EXPLORING THE HUMAN EXPERIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 78 | TotalVolunteersCnt |
| Total Gross UBI | -$42,705 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$42,705 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,257,193 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,032,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,067,981 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,019,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $211,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $147,655 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,763 | PYOtherRevenueAmt |
| CY Other Revenue | $110,317 | CYOtherRevenueAmt |
| PY Total Revenue | $3,595,928 | PYTotalRevenueAmt |
| CY Total Revenue | $2,309,712 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,149,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,638,968 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $309,365 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,634,100 | PYOtherExpensesAmt |
| CY Other Expenses | $1,051,519 | CYOtherExpensesAmt |
| PY Total Expenses | $4,783,322 | PYTotalExpensesAmt |
| CY Total Expenses | $3,690,487 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,187,394 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,380,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,591,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,624,017 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $335,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $796,989 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,256,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,827,028 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MUSEUM OF US (THE MUSEUM), FORMERLY KNOWN AS THE SAN DIEGO MUSEUM OF MAN, SITS ON THE ANCESTRAL HOMELANDS OF THE KUMEYAAY NATION, IN SAN DIEGOS BALBOA PARK, AND WAS FOUNDED IN 1915, AS PART OF THE CITYS PANAMA-CALIFORNIA EXPOSITION. AT ITS FOUNDING, IT WAS THE EPITOME OF AN EARLY 20TH CENTURY ANTHROPOLOGY MUSEUM; A PLACE DEFINED BY ITS ETHNOGRAPHIC COLLECTIONS AND THEIR ENCYCLOPEDIC DISPLAY. OVER THE LAST DECADE, THE MUSEUMS LEADERSHIP HAS INTRODUCED AND IMPLEMENTED A NEW STRATEGY THAT USES CONTEMPORARY SOCIAL ISSUES AND POPULAR CULTURE AS A SPRINGBOARD FOR EXPERIENCE-BASED EXPLORATIONS OF THE PAST, PRESENT, AND FUTURE OF WHAT IT MEANS TO BE HUMAN. THE INSTITUTIONAL GOAL FOR THE MUSEUM OF US IS TO BE SAN DIEGOS DYNAMIC PLACE TO GO TO LEARN FROM EACH OTHER, REFLECT ON OUR PLACE IN THE WORLD, AND BUILD A BETTER COMMUNITY. WE ARE A PLACE FOR THE DIVERSE STORIES THAT DEFINE US, ESPECIALLY THOSE STORIES THAT HAVE LONG BEEN OVERLOOKED OR SILENCED BY DOMINANT CULTURAL NARRATIVES. THE MUSE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,424,677 | ExpenseAmt |
| Revenue | $1,042,629 | RevenueAmt |
| Desc | CULTURAL RESOURCES AND EXHIBITIONSTHE DEPARTMENT OF CULTURAL RESOURCES IS TASKED WITH CARING FOR MORE THAN 150,000 DOCUMENTED ETHNOGRAPHIC MATERIALS, MORE THAN 500,000 ARCHAEOLOGICAL CULTURAL RESOURCES, AND OVER 100,000 PHOTOGRAPHIC IMAGES; AND, FOR STEWARDING THEM WITHIN A DECOLONIZED PARADIGM. TO THAT END, THE MUSEUM PASSED POLICIES IN 2017 AND 2018 THAT REQUIRE DOCUMENTED CONSENT FROM DESCENDANT COMMUNITIES TO HOLD HUMAN REMAINS OR ANY INDIGENOUS BELONGINGS AT THE MUSEUM. THESE POLICIES COMMIT THE MUSEUM TO REPATRIATING ANY INDIGENOUS ITEM FOR WHICH THE MUSEUM DOES NOT HAVE SUCH CONSENT. SINCE 2017 WEVE BEEN WORKING WITH OUR KUMEYAAY PARTNERS AT MEANINGFUL WAYS TO INCORPORATE COMMUNITY VOICE IN BROAD-BASED DECISIONS ABOUT CULTURAL RESOURCES, EXHIBITS, AND PROGRAMS. THE MUSEUMS NEW STRATEGY IS FRONT AND CENTER IN ITS LATEST EXHIBIT OFFERINGS, INCLUDING LIVING WITH ANIMALS, A COLORFUL AND FUN EXPLORATION OF THE HUMAN-ANIMAL BOND, POSTSECRET, A FASCINATING EXPLORATION OF HOW SECRETS ARE THE CURRENCY OF HUMAN INTIMACY, AND CANNIBALS: MYTH AND REALITY A THOUGHT PROVOKING EXPLORATION OF CULTURAL OTHERING.IN MID-MARCH 2020, THE MUSEUM WAS FORCED TO CEASE ALL IN-PERSON ADMISSIONS AND PROGRAMMING BY MANDATE OF STATE/COUNTY ORDER DUE TO THE CORONAVIRUS PANDEMIC. WHILE THE LACK OF EARNED REVENUES HAD A SIGNIFICANT IMPACT ON THE FINANCIAL PERFORMANCE OF THE MUSEUM IN FISCAL YEAR ENDING JUNE 30, 2020, THE MUSEUM HAS BEEN STRATEGICALLY GROWING ITS RESERVES FOR YEARS. IN ADDITION, THE MUSEUM SIGNIFICANTLY CONTRACTED ITS OPERATIONS IN RESPONSE TO THE PANDEMIC. THE CALIFORNIA TOWER CLOSURE FOR A SEISMIC RETROFIT PROVIDED US WITH AN OPPORTUNITY TO REIMAGINE ITS COMPLEMENTARY TOUR TO BETTER REFLECT OUR MISSION AND INSTITUTIONAL GOALS. PREVIOUSLY, THE TOUR SCRIPT FOCUSED ON THE HISTORY OF THE TOWER'S CONSTRUCTION AND THE 1915 PANAMA-CALIFORNIA EXPOSITION. NOW, THE TOUR TELLS THAT HISTORY WHILE INCORPORATING NARRATIVES FROM FOUR UNDER-REPRESENTED SAN DIEGO COMMUNITIES; ONES WHOSE STORIES ARE OFTEN UNTOLD AND ARE INTERLINKED WITH THE EXPOSITION AND ITS THEMES. BETWEEN THE TOWERS REOPENING IN MID-FEBRUARY AND THE MARCH COVID CLOSURE, THE NEW TOUR WAS UNVEILED AND IT WAS WELL RECEIVED BY OVER 2,000 PARTICIPANTS. FOR FY20, OUR EDUCATION AND PUBLIC PROGRAMS SERVED 3,388 ADULTS AND STUDENTS, INCLUDING 1,588 TITLE I STUDENTS. OVERALL ADMISSIONS STOOD AT 105,270. BOTH THE SEISMIC RETROFIT PROJECT AND THE COVID-19 CLOSURE SIGNIFICANTLY REDUCED THESE FIGURES FROM ANNUAL NORMS. AS THE PANDEMIC WORE ON, THE MUSEUM BEGAN SEARCHING FOR NEW WAYS TO EXPAND ACCESS TO ITS EXHIBITS AND PROGRAMS. BY NOVEMBER, WE HAD LAUNCHED OUR FIRST EVER DIGITAL OFFERINGS ON THE GOOGLE ARTS AND CULTURE PLATFORM - BRINGING TO LIFE, LONG SILENCED NATIVE AMERICAN NARRATIVES ABOUT THE EUROPEAN COLONIZERS WHOSE STATUES AND BUSTS ADORN OUR HISTORIC FAADE. OUR SECOND GOOGLE OFFERING FOLLOWS THE COMPLICATED AND FASCINATING STORY BEHIND OUR NEW NAME, AND HOW IT REPRESENTS A PUBLIC COMMITMENT TO EQUITY, DECOLONIZATION, AND ANTI-RACISM. ACCESS TO THESE ON-LINE EXHIBITS IS COMPLETELY FREE TO ANYONE WITH INTERNET ACCESS.SHORTLY AFTER, WE PREMIERED OUR FIRST WEBINAR SERIES, RECLAIMING WELLNESS. THIS FREE, VIRTUAL SERIES FEATURED ACCLAIMED AEROSOL ARTISTS WHO SHARED THEIR EXPERIENCES WITH THE OFTEN MISUNDERSTOOD ART FORM. THE SERIES WILL CONTINUE IN 2021, AND EXPLORE OUR CONNECTION TO LAND, TRADITION, AND ART AND HOW IT PERSONALLY AND COMMUNALLY IMPACTS ALL OF US.ON AUGUST 2, 2020, THE SAN DIEGO MUSEUM OF MAN, ANNOUNCED ITS NEW NAME: MUSEUM OF US. THE MUSEUM HAD BEEN ENGAGING IN COMMUNITY CONVERSATIONS ABOUT ITS NAME SINCE THE 1990S. THESE DISCUSSIONS HAD INCREASED DURING THE LAST TEN YEARS AS THE INSTITUTIONS MISSION AND PROGRAMMING HAD SHIFTED DRAMATICALLY. AFTER A PERIOD OF OVER TWO YEARS OF COMMUNITY STAKEHOLDER INPUT, THE BOARD OF TRUSTEES VOTED ON THE NEW NAME AT ITS JUNE 2020 MEETING. THE NAME CHANGE REPRESENTS A PUBLIC COMMITMENT TO EQUITY, ACCESS, AND ITS DECOLONIZING/ANTI-RACISM WORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $437,158 | ExpenseAmt |
| Revenue | $20,551 | RevenueAmt |
| Desc | EDUCATION, PUBLIC PROGRAMS AND PROGRAM EVENTSSIGNATURE OFFERINGS INCLUDE STUDENT AND ADULT TOURS AND 90 MINUTE WORKSHOPS COMPLEMENTING THE RACE: ARE WE SO DIFFERENT? EXHIBIT. WE CONTINUE TO OFFER TOURS OF OUR ANCIENT EGYPT, KUMEYAAY, AND MAYA EXHIBITS TO SCHOOL GROUPS. DURING FY20 THESE PROGRAMS SERVED 3,585 INDIVIDUALS A LOWER NUMBER THAN TYPICALLY SERVED DUE TO COVID AND THE SEISMIC RETROFIT OF THE CALIFORNIA TOWER. THE CLOSURE OF OUR ANCIENT EGYPT AND KUMEYAAY: NATIVE CALIFORNIANS EXHIBITS AND THEIR ASSOCIATED STUDENT PROGRAMMING DURING THE CITY'S SEISMIC RETROFIT PROJECT PAVED THE WAY FOR A NEW STEM PROGRAM FOR STUDENTS - A GUIDED EXPERIENCE OF THE LIVING WITH ANIMALS EXHIBIT. THE GUIDED TOUR ENGAGES ELEMENTARY AND MIDDLE SCHOOL STUDENTS IN AN INTERACTIVE EXPERIENCE THAT CHALLENGES THEIR BELIEFS ABOUT THEIR RELATIONSHIPS WITH ANIMALS AND THEIR ENVIRONMENT. IT ALSO INSTILLS A SENSE OF ACCOUNTABILITY IN STUDENTS RELATIVE TO THEIR FOOD CHOICES AND THE IMPACT OF THOSE CHOICES ON THE ENVIRONMENT. ADDITIONALLY, THE PROGRAM EXPOSES STUDENTS TO MORE SUSTAINABLE WAYS OF EATING AND PREPARING FOOD, DRAWING FROM CULTURES ALL AROUND THE WORLD. OUR FIRST PILOT STUDENT GROUPS HAD STARTED TO EVALUATE THE PROGRAM JUST BEFORE THE COVID CLOSURE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,861,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICAH D PARZEN | PersonNm |
| Phone | 6192392001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 EL PRADO BALBOA PARK | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MICAH D PARZEN PHD JD | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $205,866 | $0 | $11,096 | |
| GEORGE RAMIREZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHANNA AYLSWORTH | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARK DILLON | |||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PHIL WHITE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROCKY EWELL | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARIANO DIAZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DANA HARREL | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ERNIE LIGON | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RICKY SHABAZZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BILL MAYER | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NORA JAFFE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SID VOORAKKARA | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JARROD RUSSELL | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROCKWELL SHAH | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELLEN WADDELL | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY BAZA | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARNIE CHENEY | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KURT CHILCOTT | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALEXIS DIXON | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SARAH GOLTZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ILEANA OVALLE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CYNDI FULLER | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BASIL KATZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS LOUGHRIDGE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SARAH DAWE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PATTI PEREZ | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $205,866 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Siemens Industry Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2134 | AddressLine1Txt |
| City | Carol Stream | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601322134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SECURITY CAMERA SYSTEM | ServicesDesc |
| Compensation | $110,600 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $900 | FundraisingAmt |
| Government Grants | $367,554 | GovernmentGrantsAmt |
| All Other Contributions | $663,982 | AllOtherContributionsAmt |
| Total Contributions | $1,032,436 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $984,963 | $984,963 |
| EDUCATION CLASSES/CAMPS | 900099 | $20,551 | $20,551 |
| MEMBERSHIP DUES | 900099 | $13,790 | $13,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,019,304 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,655 | TotalRevenueColumnAmt |
| Exclusion | $147,655 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,233 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,717 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $104,422 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$42,705 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$42,705 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$42,705 | UnrelatedBusinessRevenueAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,980 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,364 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,616 | TotalRevenueColumnAmt |
| Exclusion | $94,616 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $26,961 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,431 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,530 | TotalRevenueColumnAmt |
| Exclusion | $14,530 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,643 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,643 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,309,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,063,180 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$42,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $256,801 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,476 | TotalAmt |
| Program Services | $158,079 | ProgramServicesAmt |
| Management And General | $33,013 | ManagementAndGeneralAmt |
| Fundraising | $21,384 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,994,162 | TotalAmt |
| Program Services | $1,541,781 | ProgramServicesAmt |
| Management And General | $243,556 | ManagementAndGeneralAmt |
| Fundraising | $208,825 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,698 | TotalAmt |
| Program Services | $162,320 | ProgramServicesAmt |
| Management And General | $23,123 | ManagementAndGeneralAmt |
| Fundraising | $21,255 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,632 | TotalAmt |
| Program Services | $177,189 | ProgramServicesAmt |
| Management And General | $25,241 | ManagementAndGeneralAmt |
| Fundraising | $23,202 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,181 | TotalAmt |
| Management And General | $14,181 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,631 | TotalAmt |
| Program Services | $146,361 | ProgramServicesAmt |
| Management And General | $77,127 | ManagementAndGeneralAmt |
| Fundraising | $8,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,314 | TotalAmt |
| Program Services | $61,314 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,083 | TotalAmt |
| Program Services | $141,119 | ProgramServicesAmt |
| Management And General | $43,106 | ManagementAndGeneralAmt |
| Fundraising | $8,858 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,214 | TotalAmt |
| Program Services | $10,058 | ProgramServicesAmt |
| Management And General | $18,330 | ManagementAndGeneralAmt |
| Fundraising | $3,826 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,232 | TotalAmt |
| Program Services | $181,663 | ProgramServicesAmt |
| Management And General | $3,785 | ManagementAndGeneralAmt |
| Fundraising | $3,784 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES MAINTENANCE | $181,444 | $163,655 | $12,858 | $4,931 |
| FEES & OTHER CHARGES | $63,966 | $62,039 | $1,927 | |
| EXHIBIT & EVENT COSTS | $39,569 | $36,722 | $111 | $2,736 |
| MISCELLANEOUS | $25,122 | $12,330 | $12,734 | $58 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,763 | TotalAmt |
| Program Services | $7,205 | ProgramServicesAmt |
| Management And General | $12,122 | ManagementAndGeneralAmt |
| Fundraising | $436 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,487 | TotalAmt |
| Program Services | $2,861,835 | ProgramServicesAmt |
| Management And General | $519,287 | ManagementAndGeneralAmt |
| Fundraising | $309,365 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,778 | BOYAmt |
| EOY | $495,474 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,373 | BOYAmt |
| EOY | $69,032 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,775 | BOYAmt |
| EOY | $56,864 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,512 | BOYAmt |
| EOY | $14,597 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,784,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,319,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640,874 | BOYAmt |
| EOY | $1,465,264 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,386,488 | BOYAmt |
| EOY | $4,522,786 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,591,800 | BOYAmt |
| EOY | $6,624,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,690 | BOYAmt |
| EOY | $143,814 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,937 | BOYAmt |
| EOY | $25,175 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $628,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,627 | BOYAmt |
| EOY | $796,989 | 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 | $6,513,212 | BOYAmt |
| EOY | $4,896,971 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,961 | BOYAmt |
| EOY | $930,057 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,256,173 | BOYAmt |
| EOY | $5,827,028 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,591,800 | BOYAmt |
| EOY | $6,624,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,380,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$48,370 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,217,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,402,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,046,226 | CurrentTaxYearAmt |
| Total | $6,491,473 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,217,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,402,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,046,226 | CurrentTaxYearAmt |
| Total | $6,491,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $488,282 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,003,191 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,655 | CurrentTaxYearAmt |
| Total | $1,036,254 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$11,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$24,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$13,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$42,705 | CurrentTaxYearAmt |
| Total | -$93,692 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,643 | CurrentTaxYearAmt |
| Total | $93,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,527,855 | TotalSupportAmt |
| Public Support CY170 | 0.79750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $436,715 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,736 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $439,451 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,773 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,942 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $436,715 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $427,401 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,372 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $432,773 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $419,470 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,931 | InvestmentEarningsOrLossesAmt |
| End Year Balance | -$13,242 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $419,523 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$53 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $419,470 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08980 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,329,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $883,022 | DepreciationAmt |
| Book Value | $446,512 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,260 | DepreciationAmt |
| Book Value | $4,247 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,439,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,425,328 | DepreciationAmt |
| Book Value | $1,014,505 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,465,264 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $628,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $628,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,459,174 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$48,370 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $76,615 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $121,217 | OtherRevenueAmt |
| Revenue Not Reported | $149,462 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,309,712 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,309,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,888,319 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,615 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $121,217 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $197,832 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,690,487 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,690,487 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, CULTURAL RESOURCES PURCHASED BY OR DONATED TO THE MUSEUM ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE MUSEUMS CULTURAL RESOURCES DEPARTMENT IS TASKED WITH STEWARDING MORE THAN 75,000 DOCUMENTED ETHNOGRAPHIC CULTURAL RESOURCES, MORE THAN 350,000 ARCHAEOLOGICAL CULTURAL RESOURCES, OVER 50,000 PHOTOGRAPHIC IMAGES, 300+ LINEAR FEET OF ARCHIVES, AND APPROXIMATELY 7,000 ANCESTORS FROM A GLOBAL COMMUNITY, ALL WITHIN A DECOLONIZED PARADIGM. ALL ANCESTORS ARE SUBJECT TO THE POLICY ON CURATION OF HUMAN REMAINS WHICH PROHIBITS THEIR PUBLIC DISPLAY WITHOUT THE CONSENT OF DESCENDENT COMMUNITIES. ADDITIONALLY, APPROPRIATE STEWARDSHIP REQUIRES EXTENSIVE, ONGOING, IN-DEPTH CONSULTATION WITH DESCENDENT COMMUNITIES TO LEARN ABOUT PROPER CULTURAL CARE WHILE IN STORAGE AND UNDERSTAND THE APPROPRIATE USE OF ITEMS IN EXHIBITS, PROGRAMMING, AND RESEARCH PROJECTS. THESE CONSULTATION ACTIVITIES ARE ALSO DESIGNED TO SUPPORT THE MUSEUMS COLONIAL PATHWAYS POLICY WHICH PAVES THE WAY FOR THE RETURN OF ANY CULTURAL RESOURCE THAT CAME INTO THE MUSEUMS POSSESSION BY WAY OF A COLONIAL PATHWAY.THE MUSEUM IS NOT PRESENTLY PURCHASING CULTURAL RESOURCES. HOWEVER, WHEN ITEMS HAVE BEEN PURCHASED IN THE PAST THEY HAVE BEEN RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR IN TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE NET ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY THE DONOR. CONTRIBUTED CULTURAL RESOURCES ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. WHEN PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE RECEIVED, THEY ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE SAN DIEGO MUSEUM OF US (THE MUSEUM) IS SAN DIEGOS ONLY INSTITUTION DEDICATED TO ANTHROPOLOGY AND ARCHAEOLOGY AND HAS DISTINGUISHED ITSELF NATIONALLY WITH ITS EXTENSIVE PHYSICAL AND ETHNOGRAPHIC CULTURAL RESOURCES, PUBLICATIONS AND RESEARCH, EDUCATIONAL PROGRAMS, AND EXHIBITS THAT IN ACCORDANCE WITH ITS MISSION, INSPIRING HUMAN CONNECTIONS BY EXPLORING THE HUMAN EXPERIENCE. EACH YEAR, THE MUSEUM SERVES OVER 200,000 VISITORS, INCLUDING 55,000 CHILDREN AND ADOLESCENTS. |
| Part V, Line 4: Intended uses of the endowment fund. | INTEREST FROM THE ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS OF THE MUSEUM, UNLESS OTHERWISE RESTRICTED. |
| Part X : FIN48 Footnote | Museum of Us is exempt from federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income tax. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. Museum of Us has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | COST OF MUSEUM STORE SALES $12431 FACILITY RENTAL EXPENSES $104422 EVENT EXPENSE $4364 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | EVENT EXPENSE $4364 FACILITY RENTAL $104422 COST OF MUSEUM STORE SALES $12431 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEYOND THE GLASS SLIPPER | Event1Nm |
| Gross Receipts Event1 | $99,880 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $900 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,980 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,520 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,844 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $99,880 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $98,980 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,520 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,844 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,364 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $94,616 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICAH D PARZEN PHD JD | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $205,866 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $11,096 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $216,962 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE REVIEW OF THE 990 IS A MULTI-STEP PROCESS:1.THE FINANCIAL STATEMENTS, WHICH ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS, ARE A SOURCE DOCUMENT FOR THE 990. SENIOR MANAGEMENT AND THE INDEPENDENT AUDITORS PRESENT A DRAFT OF THE AUDITED STATEMENTS TO THE AUDIT COMMITTEE. THE CHAIR OF THE AUDIT COMMITTEE ALONG WITH THE CHIEF FINANCIAL OFFICER THEN PRESENT THE FINANCIAL STATEMENTS TO THE FULL BOARD FOR ACCEPTANCE.2.SENIOR MANAGEMENT PRESENTS AND REVIEWS A DRAFT OF THE 990 TO THE BOARD OF TRUSTEES INTERNAL WELLBEING COMMITTEE. ADDITIONAL REVIEW AND TRUSTEE EDUCATION IS PROVIDED BY A BOARD MEMBER WITH A CPA AND EXTENSIVE EXPERIENCE IN 990 PREPARATION.3.THE DRAFT OF THE 990 IS DISTRIBUTED TO THE FULL BOARD, AND ALL TRUSTEES HAVE THE OPPORTUNITY TO REVIEW AND COMMENT BEFORE THE 990 IS FINALIZED. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE MUSEUMS CONFLICT OF INTEREST POLICY IS REVIEWED WITH ALL BOARD MEMBERS ANNUALLY. EACH TRUSTEE IS ASKED TO REVIEW THE POLICY, DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE POLICY.THE FOLLOWING PROCEDURES ARE PART OF THE MUSEUMS CONFLICT OF INTEREST POLICY:1.ANY POTENTIAL CONFLICT OF INTEREST THAT MAY AFFECT A MATTER UNDER CONSIDERATION SHALL BE DISCLOSED BY THE TRUSTEE TO THE BOARD AND MADE A MATTER OF RECORD AS SOON AS THE POSSIBLE CONFLICT IS DETERMINED.2.THE INTERESTED TRUSTEE SHALL NOT VOTE ON SUCH MATTER AND SHALL NOT ATTEMPT TO EXERT INFLUENCE IN CONNECTION WITH THE MATTER. HE OR SHE MAY BE PRESENT AT THE MEETING OF THE BOARD OR COMMITTEE, BUT HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.3.THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THE INTERESTED TRUSTEES ABSTENTION FROM VOTING.4.A TRUSTEE WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT TRUSTEES COMPENSATION.5.A MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBERS COMPENSATION. 6.NO TRUSTEE OR COMMITTEE MEMBER WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. 7.FOR ANY MATTER IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST, THE FOLLOWING ADDITIONAL PROCEDURES SHALL APPLY PRIOR TO ENTERING INTO THE TRANSACTION:a.THE BOARD DETERMINES IN GOOD FAITH THAT THE CORPORATION WILL ENTER INTO THE TRANSACTION FOR ITS OWN BENEFIT;b.THE BOARD DETERMINES IN GOOD FAITH THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION; ANDc.THE BOARD DETERMINES IN GOOD FAITH AFTER REASONABLE INVESTIGATION THAT THE CORPORATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES.d.IF THE TRANSACTION IS TO BE CONSIDERED FOR APPROVAL BY A COMMITTEE ANDi.IT WAS NOT REASONABLY PRACTICABLE TO OBTAIN APPROVAL OF THE FULL BOARD PRIOR TO ENTERING INTO THE TRANSACTION; ANDii.THE BOARD, AFTER DETERMINING THAT THE CONDITIONS OF SECTIONS 7A AND 7B OF THE CONFLICT OF INTEREST POLICY WERE SATISFIED, RATIFIES THE TRANSACTION AT ITS NEXT MEETING FOLLOWING APPROVAL BY THE COMMITTEE BY A VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE WITHOUT COUNTING THE VOTE OF THE INTERESTED TRUSTEE.8.ANY PERSON WHO HAS KNOWLEDGE OF ANY ACTION OR CONDUCT THAT APPEARS CONTRARY TO THE MUSEUMS CONFLICT OF INTEREST POLICY AND PROCEDURES SHALL REPORT THE SAME TO THE CEO OF THE CORPORATION OR THE CHAIRPERSON OF THE BOARD.9.THE MUSEUMS CONFLICT OF INTEREST POLICY AND PROCEDURES APPLY TO THE MEMBERS OF A COMMITTEE OF THE BOARD AS IF EACH COMMITTEE MEMBER WERE A TRUSTEE.10.EACH TRUSTEE MUST BE ADVISED OF THE MUSEUMS CONFLICT OF INTEREST POLICY AND PROCEDURES PRIOR TO COMMENCEMENT OF THE TRUSTEES TERM OF OFFICE. IF A TRUSTEE OR SOMEONE WITH WHOM A TRUSTEE HAS A CLOSE RELATIONSHIP (I.E. A FAMILY MEMBER OR CLOSE COMPANION) HAS OR HAS HAD, A FINANCIAL, EMPLOYMENT, OR PERSONAL RELATIONSHIP WITH AN APPLICANT, GRANTEE, OR VENDOR TO THE CORPORATION, THE TRUSTEE MUST DISCLOSE THIS FACT IN WRITING TO THE CORPORATE SECRETARY. EACH TRUSTEE AND MEMBER OF A COMMITTEE WITH DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (1) HAS RECEIVED A COPY OF THE MUSEUMS CONFLICT OF INTEREST POLICY AND PROCEDURES; (2) HAS READ AND UNDERSTANDS THE POLICY AND PROCEDURES; (3) HAS AGREED TO COMPLY WITH THE POLICY AND PROCEDURES; AND (4) UNDERSTANDS THE CORPORATION IS CHARITABLE AND TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.11.A MASTER LIST OF ALL DISCLOSED POTENTIAL CONFLICTS OF INTEREST IS COMPILED ANNUALLY AND REVIEWED PERIODICALLY TO ENSURE COMPLIANCE. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | ANNUALLY, THE CHIEF FINANCIAL OFFICER PREPARES AN ANALYSIS OF COMPENSATION OF THE MUSEUMS CEO TO PRESENT TO THE BOARD CHAIR, PAST CHAIR AND IWB CHAIR, ALONG WITH DATA PERIODICALLY OBTAINED FROM AN EXECUTIVE COMPENSATION CONSULTANT. THE ANALYSIS CONSIDERS DATA FROM THE CALIFORNIA ASSOCIATION OF MUSEUMS AND THE AMERICAN ALLIANCE OF MUSEUMS FINANCIAL AND SALARY SURVEY DATA AND OTHER AVAILABLE NONPROFIT COMPENSATION SURVEYS. THE INTERNAL WELLBEING COMMITTEE REVIEWS AND APPROVES THE COMPENSATION FOR THE CEO BASED ON THE COMPARABILITY DATA AND PERFORMANCE. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE BOARD CHAIR, PAST CHAIR AND IWB CHAIR, AND THEN THE FULL BOARD, REVIEWS THE ANNUAL COMPENSATION OF ALL KEY EMPLOYEES AS PART OF THE COMPREHENSIVE BUDGET REVIEW AND APPROVAL PROCESS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE MUSEUM POSTS THE LAST THREE YEARS OF ITS FORM 990 INFORMATION RETURNS AND AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE: WWW.MUSEUMOFUS.ORG. THE MUSEUMS GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |