2020-06-25T16:35:20-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 2020-06-19 1 KATY BROWN P00650274 9257902600 2020-06-19 34.104.2.3 2020-06-19 19:34:53 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2018 2021-01-29 14:40:06Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 47029689 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 39 39 181 240 -62904 -62904 14665696 23330218 2304545 2787419 1735119 2579566 168374 218402 18873734 28915605 0 0 0 0 8380615 9196354 0 0 1323690 6711508 7310789 15092123 16507143 3781611 12408462 50942962 64654960 1566132 1954442 49376830 62700518 X 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. 0 0 9409174 2701221 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. 2047649 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. 64777 139428 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. 11521600 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 145 0 1 181 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 1000 OAK STREET OAKLAND CA 94607 QUINN DELANEY CHAIR 5.00 X X 0 0 0 LANCE GYORFI VICE-CHAIR 5.00 X X 0 0 0 ANITA MARTINEZ VICE-CHAIR 5.00 X X 0 0 0 BETH SAWI VICE-CHAIR 5.00 X X 0 0 0 DANA KING SECRETARY 5.00 X X 0 0 0 RAHSAAN THOMPSON TREASURER 5.00 X X 0 0 0 SUSAN C CHAMBERLIN TRUSTEE 5.00 X 0 0 0 ANDREA ALFANO TRUSTEE 5.00 X 0 0 0 EILEEN ASH TRUSTEE 5.00 X 0 0 0 RACHEL BENHAM TRUSTEE 5.00 X 0 0 0 COLIN BOYLE TRUSTEE 5.00 X 0 0 0 SEAN CHANG TRUSTEE 5.00 X 0 0 0 VALERIE CORVIN TRUSTEE 5.00 X 0 0 0 VINCENT DAVIS TRUSTEE 5.00 X 0 0 0 SILVIA FERNANDEZ TRUSTEE 5.00 X 0 0 0 KAREN FRANK TRUSTEE 5.00 X 0 0 0 VIRGINIA FURTH TRUSTEE 5.00 X 0 0 0 DOUG HESKE TRUSTEE 5.00 X 0 0 0 JOSEPH HURWICH TRUSTEE 5.00 X 0 0 0 SHANNON JACKSON TRUSTEE 5.00 X 0 0 0 ESTRELLA PARKER TRUSTEE 5.00 X 0 0 0 MIKE ROSENBAUM TRUSTEE 5.00 X 0 0 0 RACHELLE K SESSIONS TRUSTEE 5.00 X 0 0 0 MARK SLATER TRUSTEE 5.00 X 0 0 0 ANN THOMPSON TRUSTEE 5.00 X 0 0 0 ALAN VARELA TRUSTEE 5.00 X 0 0 0 CARINA WONG TRUSTEE 5.00 X 0 0 0 PENELOPE WONG TRUSTEE 5.00 X 0 0 0 ABBEY BANKS TRUSTEE 5.00 X 0 0 0 SHOMARI CARTER TRUSTEE 5.00 X 0 0 0 DEBORAH CASTLES TRUSTEE 5.00 X 0 0 0 KELLY FINLEY TRUSTEE 5.00 X 0 0 0 JACK MORRIS TRUSTEE 5.00 X 0 0 0 PETER PERVERE TRUSTEE 5.00 X 0 0 0 LINDA WENDEL TRUSTEE 5.00 X 0 0 0 JUDY WILKINSON TRUSTEE 5.00 X 0 0 0 CEDRIC BROWN TRUSTEE (START 6/18) 5.00 X 0 0 0 DORINE STREETER TRUSTEE (START 6/19) 5.00 X 0 0 0 SHERRY WESTERNOFF TRUSTEE (START 6/19) 5.00 X 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 37.50 X 261324 0 21956 KIM ONDRECK CARIM COO/CFO 37.50 X 164697 0 13981 KELLY ANNE MCKINLEY DEPUTY DIRECTOR 37.50 X 161793 0 6022 REHANA K ABBAS DIRECTOR, PHILANTHROPY 37.50 X 144265 0 7550 AYANNA M REED DIRECTOR HUMAN RESOURCES 37.50 X 121263 0 4962 MARGARET M MONAHAN DIRECTOR, CONTENT DEVELOPMENT 37.50 X 107408 0 8860 LESLIE J SMITH DIRECTOR BUSINESS DEVELOPMENT 37.50 X 104503 0 10185 RENE DE GUZMAN DIRECTOR EXHIBITION STRATE 37.50 X 102169 0 16901 1167422 0 90417 8 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES EIGHT TOWER BRIDGE 161 WASHINGTON CONSHOHOCKEN PA 19428 SECURITY SERVICES 881565 H & L PARTNERS 353 SACRAMENTO ST 21ST FLR SAN FRANCISCO CA 94607 ADVERTISING 505222 GEORGE S HALL INC 4 GATEHALL DRIVE 2ND FLOOR PARSIPPANY NJ 07054 SITE MAINTENANCE 466619 ABM JANITORIAL SERVICES PO BOX 419860 BOSTON MA 02241 JANITORIAL SERVICES 278784 HOOD DESIGN LLC 3016 FILBERT ST 2 OAKLAND CA 94608 LANDSCAPE DESIGN SERVICES 266409 11 828219 412403 3700000 18389596 181145 23330218 ADMISSIONS/CONTRACT FE 900099 1579963 1579963 OTHER PROGRAM INCOME 900099 1203231 1203231 GUILD & COUNCIL 900099 4225 4225 2787419 1542020 -62904 1604924 25458 25458 420180 0 420180 420180 420180 18183636 17146090 1037546 1037546 1037546 49343 412403 329809 -280466 -280466 691415 638185 53230 53230 28915605 2840649 -62904 2807642 X 652676 167774 484902 6838974 4596835 1456565 785574 184410 125180 38520 20710 910321 559780 248241 102300 609973 399115 145564 65294 58430 58430 117502 117502 30000 30000 140274 140274 3261965 796309 2334975 130681 577999 527054 5902 45043 320478 202906 57596 59976 636934 104577 531547 810 840768 840768 134554 114230 11945 8379 153139 51814 12910 88415 150500 150500 87502 87502 EXHIBITION EXPENSES 648918 647481 14 1423 OTHER EXPENSES 141628 61612 76246 3770 TAXES 10198 1272 8926 FACILITIES ALLOCATION 0 3165661 -3176976 11315 16507143 11521600 3661853 1323690 6600 1701275 2804238 400621 7403694 15437703 835608 652858 144667 96395 149097 161325 5211542 2517383 692860 2694159 37859275 41110323 320644 2400301 726279 0 50942962 64654960 1420261 1780286 130465 155996 15406 18160 1566132 1954442 X 15429562 19841379 24087580 31671761 9859688 11187378 49376830 62700518 50942962 64654960 X 12408462 -284774 1200000 0 X X 0 1 X 1 0 X 11364855 20403276 15976975 14665696 23330218 85741020 11364855 20403276 15976975 14665696 23330218 85741020 16926020 68815000 828498 991824 996544 1296707 2025081 6138654 -62881 -62881 438487 459206 69915 49343 1016951 92833744 13885858 0.74130 0.90280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: 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. X X X 0 30681951 8891829 1778227 2651456 38700551 26492031 4685714 1305448 1801242 30681951 16384603 7962027 2699839 554438 26492031 17780024 502318 -512739 1385000 16384603 17263969 1869215 -11904 1341256 17780024 0.48980 0.28910 0.22110 1 0 2488574 1436323 1052251 1064432 1001351 63081 1658536 79709 1578827 2694159 CUSTOMER DEPOSITS 2346 SECURITY DEPOSITS 15750 SALES TAX PAYABLE 64 18160 X 29588310 -284774 767944 329809 812979 28775331 140274 140274 28915605 17464622 767944 329809 1097753 16366869 140274 140274 16507143 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. ZIGGURAT GALA 455746 411083 44663 188983 96159 12773 26859 DONOR TRAVEL 6000 1320 4680 2251 2784 461746 412403 49343 188983 98410 12773 29643 329809 -280466 X X 0 0 0 0 0 0 0 0 0 LORI GRANT FOGARTY EXECUTIVE DIRECTOR & CEO 261324 0 0 0 0 0 8146 0 13810 0 283280 0 0 0 KIM ONDRECK CARIM COO/CFO 164697 0 0 0 0 0 3473 0 10508 0 178678 0 0 0 KELLY ANNE MCKINLEY DEPUTY DIRECTOR 161793 0 0 0 0 0 4822 0 1200 0 167815 0 0 0 REHANA K ABBAS DIRECTOR, PHILANTHROPY 144265 0 0 0 0 0 4401 0 3149 0 151815 0 0 0 X 7 69559 FMV X EXHIBITION DONATION 2 64417 COST X SOFTWARE LICENSES 1 34574 COST X AUCTION ITEMS 3 12595 COST 0 0 1 1 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. 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. CHARITABLE REMAINDER TRUST INVESTMENTS CA N/A T 0 POOLED INCOME FUND INVESTMENTS CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0