OAKLAND MUSEUM OF CALIFORNIA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAND MUSEUM OF CALIFORNIA (EIN 45-3138892)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-25
- IRS object ID
- 202021779349301542
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-25T16:35:20-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453138892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKLAND MUSEUM OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKL | BusinessNameControlTxt |
| Phone | 5103188551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI FOGARTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5103188551 | PhoneNum |
| Signature | 2020-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2020-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.104.2.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-19 | IPDt |
| IP Tm | 19:34:53 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORI FOGARTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,029,689 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MUSEUMCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 181 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | -$62,904 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$62,904 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,665,696 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,330,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,304,545 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,787,419 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,735,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,579,566 | CYInvestmentIncomeAmt |
| PY Other Revenue | $168,374 | PYOtherRevenueAmt |
| CY Other Revenue | $218,402 | CYOtherRevenueAmt |
| PY Total Revenue | $18,873,734 | PYTotalRevenueAmt |
| CY Total Revenue | $28,915,605 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,380,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,196,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,323,690 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,711,508 | PYOtherExpensesAmt |
| CY Other Expenses | $7,310,789 | CYOtherExpensesAmt |
| PY Total Expenses | $15,092,123 | PYTotalExpensesAmt |
| CY Total Expenses | $16,507,143 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,781,611 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,408,462 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,942,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,654,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,566,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,954,442 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,376,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,700,518 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MUSEUM'S MISSION IS TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, AND PUBLIC DIALOGUE, WE INSPIRE PEOPLE OF ALL AGES AND BACKGROUNDS TO THINK CREATIVELY AND CRITICALLY ABOUT THE NATURAL, ARTISTIC, AND SOCIAL FORCES THAT CHARACTERIZE OUR STATE AND INFLUENCE ITS RELATIONSHIP TO THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,409,174 | ExpenseAmt |
| Revenue | $2,701,221 | RevenueAmt |
| Desc | EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY19, SERVING 357,000 VISITORS ONSITE, INCLUDING APPROXIMATELY 25,000 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED "RESPECT: HIP HOP STYLE AND WISDOM", "THE WORLD OF CHARLES AND RAY EAMES", "PUSHING WEST: THE PHOTOGRAPHY OF A.J. RUSSELL", "BLACK POWER AND "QUEER CALIFORNIA: UNTOLD STORIES". MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR OAKLAND PUBLIC LIBRARY SUMMER READING PROGRAM, DA DE LOS MUERTOS, LUNAR NEW YEAR; AND "OMCA CONNECT," THE COMMUNITY ENGAGEMENT INITIATIVE THAT TAKES OMCA PROGRAMMING TO NEIGHBORHOOD EVENTS THROUGHOUT OAKLAND. THE MUSEUM MEASURES ITS SUCCESS IN TERMS OF NUMBER OF VISITORS AND MEMBERS; CONTRIBUTIONS TO THE MUSEUM FIELD AND SCHOLARSHIP IN CALIFORNIA ART, HISTORY, AND NATURAL SCIENCES; CRITICAL AND MEDIA RESPONSE TO EXHIBITIONS; AND VISITOR COMMENTS AND FEEDBACK. THE MUSEUM UNDERTAKES EXTENSIVE VISITOR EVALUATION TO MEASURE THE IMPACT OF ITS PROGRAMMING ON BOTH INDIVIDUAL AUDIENCE MEMBERS AND ON THE COMMUNITY AT LARGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,047,649 | ExpenseAmt |
| Desc | COMMUNITY ENGAGEMENT: THE MUSEUM HAS A VERY ACTIVE COMMUNITY ENGAGEMENT PROGRAM THAT INCLUDES THE OMCA WEB SITE (WWW.MUSEUMCA.ORG), E-NEWSLETTERS, SOCIAL MEDIA, ONSITE SIGNAGE, PRESS RELEASES AND MEDIA ANNOUNCEMENTS. IN ADDITION, THE MUSEUM ADVERTISES ONLINE, AND THROUGH OUTDOOR AND BROADCAST CHANNELS. IN 2018-2019, THE MUSEUM CONTINUED TO BUILD NEW CROSS-PROMOTIONAL PARTNERSHIPS AND ENHANCE ITS MARKETING CAMPAIGNS FOR SPECIAL EXHIBITIONS AND PROGRAMMING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,777 | ExpenseAmt |
| Revenue | $139,428 | RevenueAmt |
| Desc | DOCENTS AND COUNCIL: THE MUSEUM HAS BEEN SUPPORTED BY A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS WHO PROVIDED 21,000 VOLUNTEER HOURS LEADING HUNDREDS OF SCHOOL AND PUBLIC TOURS EACH YEAR. THE COUNCIL ON ARCHITECTURE PROVIDES MONTHLY TOURS OF THE MUSEUM'S LANDMARK BUILDING. DOCENT TOURS SERVE MORE THAN 25,000 SCHOOL CHILDREN, TEACHERS AND ADULT CHAPERONES EACH YEAR AND THOUSANDS MORE THROUGH PUBLIC TOURS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,521,600 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 145 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 181 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI FOGARTY EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5103188551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAK STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| QUINN DELANEY | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LANCE GYORFI | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA MARTINEZ | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH SAWI | ||||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DANA KING | ||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAHSAAN THOMPSON | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN C CHAMBERLIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA ALFANO | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN ASH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL BENHAM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| COLIN BOYLE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN CHANG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE CORVIN | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT DAVIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA FERNANDEZ | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN FRANK | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA FURTH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG HESKE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH HURWICH | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON JACKSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTRELLA PARKER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE ROSENBAUM | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHELLE K SESSIONS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SLATER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN THOMPSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN VARELA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CARINA WONG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PENELOPE WONG | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBEY BANKS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHOMARI CARTER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH CASTLES | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY FINLEY | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK MORRIS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER PERVERE | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WENDEL | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY WILKINSON | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CEDRIC BROWN | ||||||||
| TRUSTEE (START 6/18) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DORINE STREETER | ||||||||
| TRUSTEE (START 6/19) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY WESTERNOFF | ||||||||
| TRUSTEE (START 6/19) | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI GRANT FOGARTY | ||||||||
| EXECUTIVE DIRECTOR & CEO | 37.50 | Yes (X) | $261,324 | $0 | $21,956 | |||
| KIM ONDRECK CARIM | ||||||||
| COO/CFO | 37.50 | Yes (X) | $164,697 | $0 | $13,981 | |||
| KELLY ANNE MCKINLEY | ||||||||
| DEPUTY DIRECTOR | 37.50 | $161,793 | $0 | $6,022 | Yes (X) | |||
| REHANA K ABBAS | ||||||||
| DIRECTOR, PHILANTHROPY | 37.50 | $144,265 | $0 | $7,550 | Yes (X) | |||
| AYANNA M REED | ||||||||
| DIRECTOR HUMAN RESOURCES | 37.50 | $121,263 | $0 | $4,962 | Yes (X) | |||
| MARGARET M MONAHAN | ||||||||
| DIRECTOR, CONTENT DEVELOPMENT | 37.50 | $107,408 | $0 | $8,860 | Yes (X) | |||
| LESLIE J SMITH | ||||||||
| DIRECTOR BUSINESS DEVELOPMENT | 37.50 | $104,503 | $0 | $10,185 | Yes (X) | |||
| RENE DE GUZMAN | ||||||||
| DIRECTOR EXHIBITION STRATE | 37.50 | $102,169 | $0 | $16,901 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,167,422 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,417 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| EIGHT TOWER BRIDGE 161 WASHINGTON | CONSHOHOCKEN | PA | 19428 | SECURITY SERVICES | $881,565 |
| H & L PARTNERS | |||||
| 353 SACRAMENTO ST 21ST FLR | SAN FRANCISCO | CA | 94607 | ADVERTISING | $505,222 |
| GEORGE S HALL INC | |||||
| 4 GATEHALL DRIVE 2ND FLOOR | PARSIPPANY | NJ | 07054 | SITE MAINTENANCE | $466,619 |
| ABM JANITORIAL SERVICES | |||||
| PO BOX 419860 | BOSTON | MA | 02241 | JANITORIAL SERVICES | $278,784 |
| HOOD DESIGN LLC | |||||
| 3016 FILBERT ST 2 | OAKLAND | CA | 94608 | LANDSCAPE DESIGN SERVICES | $266,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $828,219 | MembershipDuesAmt |
| Fundraising | $412,403 | FundraisingAmt |
| Government Grants | $3,700,000 | GovernmentGrantsAmt |
| All Other Contributions | $18,389,596 | AllOtherContributionsAmt |
| Noncash Contributions | $181,145 | NoncashContributionsAmt |
| Total Contributions | $23,330,218 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS/CONTRACT FE | 900099 | $1,579,963 | $1,579,963 |
| OTHER PROGRAM INCOME | 900099 | $1,203,231 | $1,203,231 |
| GUILD & COUNCIL | 900099 | $4,225 | $4,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,787,419 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,542,020 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$62,904 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,604,924 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,458 | TotalRevenueColumnAmt |
| Exclusion | $25,458 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $420,180 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $420,180 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,180 | TotalRevenueColumnAmt |
| Exclusion | $420,180 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,183,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,146,090 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,037,546 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,037,546 | TotalRevenueColumnAmt |
| Exclusion | $1,037,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,343 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $412,403 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $329,809 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$280,466 | TotalRevenueColumnAmt |
| Exclusion | -$280,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $691,415 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $638,185 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,230 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,915,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,840,649 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$62,904 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,807,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,676 | TotalAmt |
| Program Services | $167,774 | ProgramServicesAmt |
| Management And General | $484,902 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,838,974 | TotalAmt |
| Program Services | $4,596,835 | ProgramServicesAmt |
| Management And General | $1,456,565 | ManagementAndGeneralAmt |
| Fundraising | $785,574 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,410 | TotalAmt |
| Program Services | $125,180 | ProgramServicesAmt |
| Management And General | $38,520 | ManagementAndGeneralAmt |
| Fundraising | $20,710 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,321 | TotalAmt |
| Program Services | $559,780 | ProgramServicesAmt |
| Management And General | $248,241 | ManagementAndGeneralAmt |
| Fundraising | $102,300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,973 | TotalAmt |
| Program Services | $399,115 | ProgramServicesAmt |
| Management And General | $145,564 | ManagementAndGeneralAmt |
| Fundraising | $65,294 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,430 | TotalAmt |
| Management And General | $58,430 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,502 | TotalAmt |
| Management And General | $117,502 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,274 | TotalAmt |
| Management And General | $140,274 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261,965 | TotalAmt |
| Program Services | $796,309 | ProgramServicesAmt |
| Management And General | $2,334,975 | ManagementAndGeneralAmt |
| Fundraising | $130,681 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,999 | TotalAmt |
| Program Services | $527,054 | ProgramServicesAmt |
| Management And General | $5,902 | ManagementAndGeneralAmt |
| Fundraising | $45,043 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,478 | TotalAmt |
| Program Services | $202,906 | ProgramServicesAmt |
| Management And General | $57,596 | ManagementAndGeneralAmt |
| Fundraising | $59,976 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,934 | TotalAmt |
| Program Services | $104,577 | ProgramServicesAmt |
| Management And General | $531,547 | ManagementAndGeneralAmt |
| Fundraising | $810 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,768 | TotalAmt |
| Management And General | $840,768 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,554 | TotalAmt |
| Program Services | $114,230 | ProgramServicesAmt |
| Management And General | $11,945 | ManagementAndGeneralAmt |
| Fundraising | $8,379 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,139 | TotalAmt |
| Program Services | $51,814 | ProgramServicesAmt |
| Management And General | $12,910 | ManagementAndGeneralAmt |
| Fundraising | $88,415 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,500 | TotalAmt |
| Management And General | $150,500 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,502 | TotalAmt |
| Management And General | $87,502 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBITION EXPENSES | $648,918 | $647,481 | $14 | $1,423 |
| OTHER EXPENSES | $141,628 | $61,612 | $76,246 | $3,770 |
| TAXES | $10,198 | $1,272 | $8,926 | |
| FACILITIES ALLOCATION | $0 | $3,165,661 | -$3,176,976 | $11,315 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,507,143 | TotalAmt |
| Program Services | $11,521,600 | ProgramServicesAmt |
| Management And General | $3,661,853 | ManagementAndGeneralAmt |
| Fundraising | $1,323,690 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,600 | BOYAmt |
| EOY | $1,701,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,804,238 | BOYAmt |
| EOY | $400,621 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,403,694 | BOYAmt |
| EOY | $15,437,703 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,608 | BOYAmt |
| EOY | $652,858 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,667 | BOYAmt |
| EOY | $96,395 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,097 | BOYAmt |
| EOY | $161,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,211,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,517,383 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,860 | BOYAmt |
| EOY | $2,694,159 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,859,275 | BOYAmt |
| EOY | $41,110,323 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,644 | BOYAmt |
| EOY | $2,400,301 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,279 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,942,962 | BOYAmt |
| EOY | $64,654,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,420,261 | BOYAmt |
| EOY | $1,780,286 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,465 | BOYAmt |
| EOY | $155,996 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,406 | BOYAmt |
| EOY | $18,160 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,566,132 | BOYAmt |
| EOY | $1,954,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,429,562 | BOYAmt |
| EOY | $19,841,379 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,087,580 | BOYAmt |
| EOY | $31,671,761 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,859,688 | BOYAmt |
| EOY | $11,187,378 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,376,830 | BOYAmt |
| EOY | $62,700,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,942,962 | BOYAmt |
| EOY | $64,654,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,408,462 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$284,774 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,200,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,364,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,403,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,976,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,665,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,330,218 | CurrentTaxYearAmt |
| Total | $85,741,020 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,364,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,403,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,976,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,665,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,330,218 | CurrentTaxYearAmt |
| Total | $85,741,020 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,926,020 | SubstantialContributorsTotAmt |
| Public Support Total170 | $68,815,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $828,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $991,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $996,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,296,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,025,081 | CurrentTaxYearAmt |
| Total | $6,138,654 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -$62,881 | CurrentTaxYearAmt |
| Total | -$62,881 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $69,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,343 | CurrentTaxYearAmt |
| Total | $1,016,951 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,833,744 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,885,858 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $30,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | TOWNSEND PUBLIC AFFAIRS PROVIDES ONGOING ADVOCACY AND PUBLIC SECTOR CONSULTING TO OMCA INCLUDING IDENTIFYING STATE AND FEDERAL GRANT OPPORTUNITIES, ASSISTING WITH PREPARATION OF STATE AND FEDERAL GRANTS, AND SUPPORTING THE MUSEUM'S CONTACT AND INFORMATION-SHARING WITH LOCAL, STATE, AND FEDERAL ELECTED OFFICIALS. THE FIRM ALSO RESEARCHES AND PROVIDES INFORMATION ON LEGISLATIVE ACTIVITIES THAT MIGHT IMPACT OMCA OR THE CULTURAL OR MUSEUM SECTOR. THERE ARE NO PUBLISHED MATERIALS ASSOCIATED WITH THE CONTRACT. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,681,951 | BeginningYearBalanceAmt |
| Contributions | $8,891,829 | ContributionsAmt |
| Investment Earnings Or Losses | $1,778,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,651,456 | OtherExpendituresAmt |
| End Year Balance | $38,700,551 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,492,031 | BeginningYearBalanceAmt |
| Contributions | $4,685,714 | ContributionsAmt |
| Investment Earnings Or Losses | $1,305,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,801,242 | OtherExpendituresAmt |
| End Year Balance | $30,681,951 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,384,603 | BeginningYearBalanceAmt |
| Contributions | $7,962,027 | ContributionsAmt |
| Investment Earnings Or Losses | $2,699,839 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $554,438 | OtherExpendituresAmt |
| End Year Balance | $26,492,031 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,780,024 | BeginningYearBalanceAmt |
| Contributions | $502,318 | ContributionsAmt |
| Investment Earnings Or Losses | -$512,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,385,000 | OtherExpendituresAmt |
| End Year Balance | $16,384,603 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,263,969 | BeginningYearBalanceAmt |
| Contributions | $1,869,215 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,341,256 | OtherExpendituresAmt |
| End Year Balance | $17,780,024 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,488,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,436,323 | DepreciationAmt |
| Book Value | $1,052,251 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,064,432 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,001,351 | DepreciationAmt |
| Book Value | $63,081 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,658,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,709 | DepreciationAmt |
| Book Value | $1,578,827 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,694,159 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CUSTOMER DEPOSITS | $2,346 |
| SECURITY DEPOSITS | $15,750 |
| SALES TAX PAYABLE | $64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,160 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,588,310 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$284,774 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $767,944 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $329,809 | OtherRevenueAmt |
| Revenue Not Reported | $812,979 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,775,331 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $140,274 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $140,274 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,915,605 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,464,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $767,944 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $329,809 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,097,753 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,366,869 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $140,274 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $140,274 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,507,143 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE COLLECTIONS THAT ARE HOUSED AT OMCA BELONG TO THE CITY OF OAKLAND, WHICH PROVIDES FUNDING TO SUPPORT THE CONTINUED CARE, CONSERVATION, AND DISPLAY OF THE ART AND ARTIFACTS. OMCA'S RESPONSIBILITY IS TO CARE FOR, CONSERVE, DISPLAY, STEWARD, RESEARCH AND PROVIDE SCHOLARLY AND INTERPRETATIVE EXPERTISE IN SUPPORT OF THE MUSEUM'S COLLECTIONS AS WELL AS CARRY OUT PROGRAM ACTIVITIES. |
| PART V, LINE 4: | THE MUSEUM'S ENDOWMENT FUNDS CONSIST OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED FOR THE SUPPORT OF EXHIBITIONS, PROGRAMS, AND ACQUISITIONS. |
| PART X, LINE 2: | OMCA HAS OBTAINED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD INDICATING QUALIFICATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. ACCORDINGLY, THE PRIMARY OPERATIONS OF OMCA ARE CURRENTLY CONSIDERED EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES. OMCA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. OMCA FILES U.S. FEDERAL, AND U.S. STATE RETURNS. FOR U.S. STATE RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2015. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 329,809. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 329,809. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ZIGGURAT GALA | Event1Nm |
| Gross Receipts Event1 | $455,746 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $411,083 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,663 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $188,983 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $96,159 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,773 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,859 | OtherDirectExpensesEvent1Amt |
| Event2 | DONOR TRAVEL | Event2Nm |
| Gross Receipts Event2 | $6,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,320 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,680 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,251 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,784 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $461,746 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $412,403 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,343 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $188,983 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $98,410 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,773 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,643 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $329,809 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$280,466 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI GRANT FOGARTY | ||||||||||||||
| EXECUTIVE DIRECTOR & CEO | $261,324 | $0 | $0 | $0 | $0 | $0 | $8,146 | $0 | $13,810 | $0 | $283,280 | $0 | $0 | $0 |
| KIM ONDRECK CARIM | ||||||||||||||
| COO/CFO | $164,697 | $0 | $0 | $0 | $0 | $0 | $3,473 | $0 | $10,508 | $0 | $178,678 | $0 | $0 | $0 |
| KELLY ANNE MCKINLEY | ||||||||||||||
| DEPUTY DIRECTOR | $161,793 | $0 | $0 | $0 | $0 | $0 | $4,822 | $0 | $1,200 | $0 | $167,815 | $0 | $0 | $0 |
| REHANA K ABBAS | ||||||||||||||
| DIRECTOR, PHILANTHROPY | $144,265 | $0 | $0 | $0 | $0 | $0 | $4,401 | $0 | $3,149 | $0 | $151,815 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,559 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EXHIBITION DONATION | 2 | $64,417 | COST |
| Yes (X) | SOFTWARE LICENSES | 1 | $34,574 | COST |
| Yes (X) | AUCTION ITEMS | 3 | $12,595 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | THE MUSEUM, UPON OCCASION, USES AUCTION HOUSES TO SELL NONCASH CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD BEFORE IT IS FILED. BEFORE THE FORM 990 IS FILED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CFO, THE CONTROLLER, AND KEY MEMBERS OF THE FINANCE COMMITTEE. AFTER IT IS FILED, ANY BOARD MEMBER WHO WISHES TO RECEIVE A COPY IS GIVEN ONE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES OF THE OAKLAND MUSEUM OF CALIFORNIA ("BOARD") IS RESPONSIBLE FOR ENSURING THAT TRUSTEES AND ALL EMPLOYEES AND VOLUNTEERS COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE BOARD WILL MONITOR COMPLIANCE AND IS THE BODY THAT WILL BE ACCOUNTABLE FOR SUCH COMPLIANCE. REQUESTS FOR GUIDANCE, INTERPRETATION, AND OPINIONS SHOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE OF THE BOARD. VIOLATIONS SHOULD BE REPORTED TO THE AUDIT COMMITTEE, WHICH MAY, IN APPROPRIATE CASES, HOLD HEARINGS AND SUBMIT ITS RECOMMENDATIONS TO THE CHAIR OF THE BOARD. VIOLATIONS THAT MAY INVOLVE THE EXECUTIVE DIRECTOR OR ANY TRUSTEE SHALL BE SUBMITTED TO THE AUDIT COMMITTEE. THE DECISION OF THE AUDIT COMMITTEE SHALL BE SUBJECT TO APPEAL TO THE FULL MUSEUM BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DOES A COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES USING COMPARABLE DATA. THIS PROCESS TOOK PLACE IN SEPTEMBER 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN THEY ARE REQUESTED. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 17,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,336. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,064,143. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,064,143. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 778,973. MANAGEMENT AND GENERAL EXPENSES 270,832. FUNDRAISING EXPENSES 130,681. TOTAL EXPENSES 1,180,486. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART XI, LINE 8 | OMCA HAS RESTATED ITS FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2018, WHICH WERE ORIGINALLY ISSUED ON DECEMBER 5, 2018. OMCA IDENTIFIED AN ACCOUNTING ERROR RELATED TO A LIFE ESTATE REMAINDER AGREEMENT (THE "AGREEMENT") THAT WAS RECEIVED BY OMCA IN JANUARY 1997. THE TERMS OF THE AGREEMENT PROVIDE OMCA WITH A FIFTY-PERCENT INTEREST IN REAL PROPERTY LOCATED IN SAN FRANCISCO, CALIFORNIA. WHILE OMCA'S INTEREST IN THE PROPERTY WAS TRANSFERRED TO OMCA AS OF THE DATE OF THE AGREEMENT, THE DONOR RETAINED THE USE AND BENEFITS OF THE PROPERTY, AS WELL AS RESPONSIBILITY FOR COSTS AND CARE OF THE PROPERTY UNTIL THE DONOR'S DEATH. THE VALUE OF OMCA'S INTEREST IN THE REMAINDER AGREEMENT HAD ERRONEOUSLY NEVER BEEN RECORDED, RESULTING IN THE RESTATEMENT OF THE 2018 FINANCIAL STATEMENTS. OMCA'S REMAINDER INTEREST WAS VALUED AT $1,200,000 AS OF JUNE 30, 2017. MANAGEMENT DETERMINED THERE HAS BEEN NO MATERIAL CHANGE IN THE VALUE OF OMCA'S INTEREST THROUGH JUNE 30, 2019. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST | ||||
| INVESTMENTS | CA | N/A | T | 0 |
| POOLED INCOME FUND | ||||
| INVESTMENTS | CA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |