2019-12-13T09:16:27-06:00 2019-06-30 454084437 WARREN AVERETT LLC 400 NORTH ASHLEY DRIVE SUITE 700 TAMPA FL 33602 990 2018-07-01 592015192 SALVADOR DALI MUSEUM INC SALV 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 7278233767 2019-12-12 1 MICHELLE M SANCHEZ CPA P00848115 8132292321 2019-12-12 209.136.244.2 2019-12-12 09:24:52 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 03ABB52E3EE823EB3FAC4245448F32F915818849 2018 2020-04-17 16:48:07Z CHARLES HENRI HINE III ONE DALI BLVD ST PETERSBURG FL 33701 25321003 0 X WWW.THEDALI.ORG X 1980 FL TO EDUCATE AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART 24 24 120 412 0 0 1123942 1011279 7784503 8183616 1630752 4083399 1295231 1268044 11834428 14546338 0 0 0 0 3927173 4150333 811 0 382771 6382251 5514182 10310235 9664515 1524193 4881823 76083206 78443521 1716751 1255652 74366455 77187869 X TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART THROUGH THE EXHIBITION OF WORKS BY SALVADOR DALI AND ARTISTS OF SIMILAR VISION TO PRESERVE AND EXPAND ITS COLLECTION OF ART OF DALI AND RELATED ARCHIVAL MATERIAL TO BE AN ACTIVE RESOURCE IN THE CULTURAL LIFE OF OUR LOCAL, STATE, NATIONAL, AND WORLD COMMUNITIES BY THE PRESENTATION OF INTRIGUING AND VARIED EXHIBITIONS AND PROGRAMS 0 0 8591948 9605530 THE SALVADOR DALI MUSEUM IS THE FLAGSHIP OF CULTURAL TOURISM ON THE WEST COAST OF FLORIDA AND WELCOMED OVER 370,000 VISITORS IN THE PAST YEAR FROM AROUND THE WORLD. OUR EDUCATION AND OUTREACH PROGRAMS SERVE THE FLORIDA, NATIONAL, AND WORLD COMMUNITIES IN A MULTITUDE OF WAYS. THE ART OF DALI IS INTERPRETED THROUGH FREE DOCENT TOURS, THROUGH OUR MP3 GUIDED TOURS, THROUGH SIGNAGE, AND THROUGH THE MUSEUM GALLERY GUIDE. OUR INTERNET RESOURCES PREPARE VISITORS FOR THEIR EXPERIENCE AND OFFER EDUCATIONAL INFORMATION TO THE VIRTUAL VISITOR. THE MUSEUM ADMITS MORE THAN 6,500 STUDENTS FROM FLORIDA PUBLIC AND PRIVATE SCHOOLS ANNUALLY WITHOUT CHARGE. OUR STUDENT AND TEACHER PROGRAMS INCLUDE STUDENT GROUP TOURS, STUDENT SURREAL EXHIBITIONS IN ART AND VIDEO, INTERNSHIPS, JUNIOR AND TEEN DOCENT TRAINING PROGRAMS, TEACHER CURRICULUM WORKSHOPS, AND SUMMER RECREATION PROGRAMS. THE MUSEUM OFFERS WEEKLY FAMILY-CENTRIC ACTIVITIES AND TOURS, AND DAILY ACTIVITIES FOR YOUNG VISITORS TO DEEPEN THEIR EXPERIENCE OF DALI AND THE MUSEUM. THE MUSEUM OFFERS DOCENT TRAINING CLASSES TO ADULTS, DOCENT-LED TOURS OF THE MAIN EXHIBITS, AND LECTURE AND FILM SERIES HOSTED ON AND OFF-SITE. THE MUSEUM STORE - ONE OF THE MOST DYNAMIC IN THE MUSEUM WORLD, WITH BOOKS AND EDUCATIONAL MATERIAL AS TOP SELLERS - REFLECTS AND EXTENDS THE EXHIBITION EXPERIENCE BOTH ON SITE AND ONLINE. EXHIBITION CATALOGS ARE PUBLISHED TO ACCOMPANY NEW EXHIBITIONS. THE DALI MUSEUM MAINTAINS STRONG PARTNERSHIPS WITH THE COMMUNITY OF ST. PETERSBURG, THE COUNTY, AND THE STATE OF FLORIDA, AS WELL AS MUSEUMS AND EDUCATIONAL INSTITUTIONS GLOBALLY. AS A PARTNER WITH LOCALLY BASED BUSINESSES, THE MUSEUM IS AN ENGINE FOR ECONOMIC DEVELOPMENT IN FLORIDA. THE MUSEUM'S STATE OF THE ART FACILITY IS DESIGNED TO PROTECT ITS COLLECTION AND WELCOME ITS VISITORS. THE MUSEUM STRIVES TO CONTINUALLY ADD TO THE COLLECTION WITH ACQUISITIONS OF PAINTINGS, DRAWINGS AND PRINTS. THE MUSEUM'S EXTENSIVE ARCHIVAL LIBRARY IS KEY TO THE ADVANCES IN ACADEMIC RESEARCH ON TOPICS FROM DALI TO SURREALISM AND TO INTERPRETATIONS OF CONTEMPORARY ART TODAY. THE DALI MUSEUM CONTINUES TO PRESERVE AND PROTECT ITS COLLECTION, MAKING IT AVAILABLE FOR THE ENJOYMENT AND EDUCATION OF ALL PEOPLE, WITH SPECIAL OPPORTUNITIES FOR OUR LOCAL COMMUNITY, ENHANCING THE PUBLIC APPRECIATION OF SALVADOR DALI. 8591948 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 63 0 1 120 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X KRISTEN CADARETTE 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 KAREN LANG JOHNSTON CHAIRMAN 4.00 X X 0 0 0 ANDREW P CORTY DEPUTY CHAIRMAN/TREASURER 4.00 X X 0 0 0 BRAD G MORSE VICE CHAIRMAN 4.00 X X 0 0 0 ROBERT L ULRICH VICE CHAIRMAN 4.00 X X 0 0 0 KAMAL MAJEED VICE CHAIRMAN 4.00 X X 0 0 0 MARGARET DE LISSER VICE CHAIRMAN 4.00 X X 0 0 0 THOMAS A JAMES VICE CHAIRMAN 4.00 X X 0 0 0 JAMES W MARTIN SECRETARY 4.00 X X 0 0 0 BRYANT N JONES TRUSTEE 2.00 X 0 0 0 JEANNINE HASCALL TRUSTEE 2.00 X 0 0 0 LORNA TAYLOR TRUSTEE 2.00 X 0 0 0 JAN SHER TRUSTEE 2.00 X 0 0 0 ELLIOT WISER TRUSTEE 2.00 X 0 0 0 MARY ANN MORSE TRUSTEE 2.00 X 0 0 0 JEFFREY GOODBY TRUSTEE 2.00 X 0 0 0 MARY ANNE REILLY TRUSTEE 2.00 X 0 0 0 CHARLES M HARRIS TRUSTEE 2.00 X 0 0 0 TREVOR R BURGESS TRUSTEE 2.00 X 0 0 0 ROBERT H WILLIS TRUSTEE 2.00 X 0 0 0 ROBERT K DOYLE TRUSTEE 2.00 X 0 0 0 PATRICIA HIGGINS TRUSTEE 2.00 X 0 0 0 SCOTT GEBICKE TRUSTEE 2.00 X 0 0 0 JERRY KENDALL TRUSTEE 2.00 X 0 0 0 JAMES G NEWMAN TRUSTEE 2.00 X 0 0 0 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 60.00 X 260394 0 17156 KATHY GREIF COO 45.00 X 85035 0 0 BETH BELL MARKETING DIRECTOR 45.00 X 110615 0 121 456044 0 17277 2 0 1 0 SPARK BRANDING HOUSE INC 2309 W PLATT ST TAMPA FL 33609 BRANDING 499350 DYNAMIC SECURITY INC 1102 WOODWARD AVE MUSCLE SHOALS AL 35661 SECURITY 438101 AMERICAN EXPRESS 200 VESEY STREET LOWER MANHATTAN NEW YORK NY 10285 CREDIT TRANSACTIONS 256118 4M BUILDING SOLUTIONS 2820 SCHERER DR SUITE 220 ST PETERSBURG FL 33716 BUILDING 154044 CONNECTWISE 4110 GEORGE RD 200 TAMPA FL 33634 INFORMATION TECHNOLOGY 151374 9 503230 508049 124173 1011279 ADMISSIONS 712110 6299839 6299839 PARKING FEES 712110 684129 684129 MEMBERSHIP DUES 712110 601805 601805 EVENT INCOME 712110 329511 329511 268332 268332 8183616 2158111 2158111 23000 23000 4954 0 4954 4954 4954 11110329 9185041 1925288 1925288 1925288 103800 503230 285624 -181824 -181824 2725905 1304000 1421905 1421905 9 9 9 14546338 9605530 0 3929529 528401 422721 105680 2975894 2574847 138018 263029 22525 20125 2762 -362 349985 286530 55512 7943 273528 220949 30886 21693 32266 32266 30400 30400 73904 73509 395 802118 750272 48293 3553 1036033 1036033 359347 274636 37672 47039 138628 123159 12732 2737 643755 626705 15436 1614 43179 27910 9626 5643 5299 5299 1206264 1167765 33809 4690 352379 344597 6834 948 EXHIBITS 295991 295991 CURATORIAL & EDUCATION 251013 181102 51062 18849 CREDIT CARD PROCESSING 185941 185941 BAD DEBT EXPENSE 5200 200 5000 52465 52465 9664515 8591948 689796 382771 3661376 4210180 2443728 1449484 16090 27949 804046 784330 541903 304345 37035527 9288682 28744574 27746845 36411996 40375157 3459493 3545231 76083206 78443521 1275251 801194 429765 434002 11735 20456 1716751 1255652 X 64546518 67004489 4785985 4935844 5033952 5247536 74366455 77187869 76083206 78443521 4881823 -2060409 0 X X 0 1 X 1 0 X 1174739 1736309 2245988 1123942 1011279 7292257 32351 32351 32351 32351 32351 161755 1207090 1768660 2278339 1156293 1043630 7454012 956800 6497212 331683 644895 566199 895714 2181111 4619602 86548 3461649 103388 47297 3698882 15772496 55823880 0.41190 0.44790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 26826505 313584 1372505 28512594 22654205 1809078 2363222 26826505 16796086 2198597 3659522 22654205 12585874 4495784 -285572 16796086 10691534 1500500 393840 12585874 0.75390 0.18400 0.06200 0 0 33910786 7216614 26694172 53450 22534 30916 1537660 964428 573232 1533631 1085106 448525 27746845 PREPAID HOSPITALITY TICKETS 18210 DEPOSITS 2246 20456 12786972 -2060409 374947 -1685462 14472434 73904 73904 14546338 9965558 374947 374947 9590611 73904 73904 9664515 PART III, LINE 1A: THE ART COLLECTIONS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASES OR CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PART III, LINE 4: THE MUSEUM HOLDS COLLECTIONS OF WORKS BY SALVADOR DALI AND ARTISTS OF SIMILAR VISION. EXHIBITION OF THE COLLECTIONS SERVES TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART. PART V, LINE 4: THE MUSEUM'S OBJECTIVE FOR THE ENDOWMENT FUNDS IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS GROW THE FUNDS THROUGH A WELL DIVERSIFIED ASSET MIX, CONSISTENT WITH THE MUSEUM'S INVESTMENT POLICIES. THE INTENDED USE OF EACH FUND DIFFERS WITH EACH CLASSIFICATION OF ENDOWMENT, AND INCLUDES REINVESTMENT OF INCOME TO GROW THE FUNDS, SUPPORT OF MUSEUM OPERATIONS AS DEEMED NECESSARY, FULFILLING THE REQUIREMENTS OF DONOR-SPECIFIED USES, AND FUNDING PLANNED AS WELL AS UNFORESEEN FACILITY AND GROUNDS RENEWAL AND REPAIRS. NORTH AMERICA 0 0 PROGRAM SERVICES ARTIST MERCHANDISE FOR STORE 19085 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CATALOGS FOR MAGRITTE EXHIBITION 16149 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES INSURANCE FOR MAGRITTE EXHIBITION 49754 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ARTIST MERCHANDISE FOR MAGRITTE EXHIBITION 10221 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EXHIBITION COSTS FOR DALI/DUCHAMP EXHIBITION 297142 0 0 0 0 0 0 392351 0 392351 0 0 0 0 0 0 LOS VINOS 211947 176947 35000 25863 36252 48858 300 7829 SUENOS 206465 182465 24000 27553 56762 10107 6615 3 188618 143818 44800 19143 40150 600 5592 607030 503230 103800 25863 82948 145770 11007 20036 285624 -181824 X X 0 0 0 0 0 0 0 0 0 CHARLES HENRI HINE III EXECUTIVE DIRECTOR 260394 0 0 0 0 0 1000 0 16156 0 277550 0 0 0 X 59 98310 FAIR MARKET VALUE X FUNDRAISING EVENT ITEMS 46 25863 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: THE MUSEUM DOES NOT REPORT CONTRIBUTIONS OF ART AS REVENUE AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLE SFAS 116 (ASC 958-360-25). FORM 990, PART V, LINE 2B THE MUSEUM USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). ALL EMPLOYEE AND PAYROLL RELATED REPORTS ARE FILED UNDER THE PEO. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BRAD G. MORSE AND MARY ANN MORSE ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE MUSEUM HAS ONE CLASS OF MEMBERSHIP CONSISTING OF EIGHT MEMBERS. ALL MEMBERS ARE VOTING MEMBERS. THE NUMBER OF MEMBERS MAY NOT BE INCREASED OR DECREASED. MEMBERSHIP IS NONTRANSFERABLE AND NONASSIGNABLE. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE BY-LAWS, THE MEMBERS OF THE MUSEUM SHALL ELECT EACH MEMBER TO BE A TRUSTEE SO THAT THERE ARE ALWAYS AT LEAST EIGHT TRUSTEES WHO ARE MEMBERS. THE MEMBERS SHALL ELECT THE REMAINING TRUSTEES BY A MAJORITY VOTE OF THE MEMBERS. NOMINATIONS FOR THE BOARD OF TRUSTEES MAY BE MADE BY MEMBERS AND BY TRUSTEES. EACH TRUSTEE WHO IS NOT A MEMBER SERVES A TERM OF ONE TO THREE YEARS AS SET BY THE MEMBERS WHEN THE TRUSTEE IS ELECTED. A TRUSTEE WHO IS NOT A MEMBER MAY BE REMOVED FROM OFFICE BY AN AFFIRMATIVE VOTE OF AT LEAST 80% OF ALL MEMBERS. TRUSTEES WHO ARE MEMBERS MAY NOT BE REMOVED AS LONG AS THEY ARE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS OF THE MUSEUM ARE RESERVED TO, OR SUBJECT TO APPROVAL BY, THE MEMBERS AS DESCRIBED IN RESPONSE TO LINE 7A ABOVE. THE MEMBERS ARE RESPONSIBLE FOR THE ELECTION AND REMOVAL OF INDIVIDUALS OF THE GOVERNING BODY. IN ADDITION, ONLY MEMBERS HAVE THE POWER TO ADOPT, AMEND OR REPEAL THE BY-LAWS. THE MEMBERS ALSO OVERSEE THE LOAN, SALE, OR OTHER DISPOSITION OF ORIGINAL WORKS OF ART. ANY LOAN OF AN ORIGINAL WORK OF ART BY SALVADOR DALI REQUIRES CONSENT OF 70% OF ALL MEMBERS. THE SALE OR OTHER DISPOSITION OF ORIGINAL WORKS OF ART REQUIRES AN AFFIRMATIVE VOTE OF AT LEAST 80% OF THE TRUSTEES AND 80% OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE 990. THE FULL BOARD OF TRUSTEES IS PROVIDED A COMPLETE COPY OF THE FORM FOR INPUT AND QUESTIONS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS DEFINED BY THE POLICY ARE REQUIRED TO BE DISCLOSED. ALL POTENTIAL CONFLICTS ARE TO BE BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION. APPROPRIATE ACTIONS, SUCH AS VOTING WITHOUT THE MEMBER IN CONFLICT, ARE TO BE TAKEN WHEN AND IF REQUIRED. COMPLIANCE IS TO BE MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE FINANCE COMMITTEE. THE BOARD REQUIRES DISCLOSURE STATEMENTS BE COLLECTED ANNUALLY FROM ALL BOARD MEMBERS AND REVIEWED AND EVALUATED BY THE FINANCE OR EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION LEVEL FOR THE EXECUTIVE DIRECTOR. EMPLOYEE PERFORMANCE HISTORY, COUNTY STATISTICS, AND STATISTICS FROM OTHER CULTURAL INSTITUTIONS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS ARE USED TO SET COMPENSATION. THE DELIBERATION AND APPROVAL PROCESS IS DOCUMENTED IN THE BOARD MINUTES. COMPENSATION LEVELS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE DIRECTION OF THE HUMAN RESOURCES DEPARTMENT AND EXECUTIVE DIRECTOR. MARKET ANALYSIS COMPARING COMPENSATION STRUCTURES OF OTHER MUSEUMS AND/OR NON-PROFIT ORGANIZATIONS ARE PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM MAKES ITS FORM 990, BUT NOT ITS OTHER FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR SELECTING AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT TO PERFORM THE ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND TO OVERSEE THE AUDIT PROCESS. THE AUDIT REPORT IS ALSO REVIEWED BY THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES.