2019-05-14T19:22:56-05:00 2018-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-07-01 453138892 OAKLAND MUSEUM OF CALIFORNIA OAKL 5103188551 1000 OAK STREET OAKLAND CA 94607 LORI FOGARTY EXECUTIVE DIRECTOR 5103188551 2019-05-09 1 KATY BROWN P00650274 9257902600 2019-05-09 38.111.205.16 2019-05-09 19:03:49 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 32CDE991C152F389A30DE5702E9B7F379660D813 2017 2019-02-21 02:37:17Z LORI FOGARTY 1000 OAK STREET OAKLAND CA 94607 32318988 0 X WWW.MUSEUMCA.ORG X 2011 CA TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 38 36 170 286 0 11762 15858337 14665696 2493805 2304545 1107832 1735119 435455 168374 19895429 18873734 0 0 0 0 7896914 8380615 0 0 1198220 7324326 6711508 15221240 15092123 4674189 3781611 47109108 50942962 1594191 1566132 45514917 49376830 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 6425029 2316317 EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY17-18, SERVING 197,000 TICKETED VISITORS ONSITE, INCLUDING APPROXIMATELY 34,000 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED "NATURE'S GIFT", "POLITICS OF SEEING: DOROTHEA LANGE", "RESPECT: HIP-HOP STYLE AND WISDOM AND "J.B. BLUNK: NATURE, ART AND EVERYDAY LIFE". MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR OAKLAND PUBLIC LIBRARY SUMMER READING PROGRAM, DAYS OF THE DEAD, THE 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. 1216273 PUBLIC INFORMATION: THE MUSEUM HAS A VERY ACTIVE PUBLIC INFORMATION 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 2017-2018, THE MUSEUM CONTINUED TO BUILD NEW CROSS-PROMOTIONAL PARTNERSHIPS AND ENHANCE ITS MARKETING CAMPAIGNS FOR SPECIAL EXHIBITIONS AND PROGRAMMING. 176163 2245 DOCENTS AND COUNCILS: THE MUSEUM HAS BEEN SUPPORTED BY A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS THAT LEAD 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 34,000 SCHOOL CHILDREN, TEACHERS AND ADULT CHAPERONES EACH YEAR AND THOUSANDS MORE THROUGH PUBLIC TOURS. 7817465 1 1 0 1 0 0 0 0 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 1 1 0 0 0 0 1 0 0 0 1 149 0 1 170 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 36 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 PETER PERVERE 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 SUSAN C CHAMBERLIN TREASURER 5.00 X 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 QUINN DELANEY 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 (STARTING 7/17) 5.00 X 0 0 0 SHOMARI CARTER TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 DEBORAH CASTLES TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 KELLY FINLEY TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 JACK MORRIS TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 RAHSAAN THOMPSON TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 LINDA WENDEL TRUSTEE (STARTING 7/17) 5.00 X 0 0 0 JUDY WILKINSON TRUSTEE (START 7/17) 5.00 X 0 0 0 IBI KRUKRUBO TRUSTEE (THRU 6/18) 5.00 X 0 0 0 CHRISTINE PAIGE TRUSTEE (THRU 6/18) 5.00 X 0 0 0 FOGARTY LORI GRANT EXECUTIVE DIRECTOR & CEO 38.00 X 257009 0 14916 WEINGART SANDRA E CHIEF OPERATING OFFICER/CFO (THRU 12/17) 38.00 X 184183 0 12327 KIM ONDRECK CARIM CHIEF OPERATING OFFICER/CFO (START 1/18) 38.00 X 0 0 0 MCKINLEY KELLY ANNE DEPUTY DIRECTOR 38.00 X 163205 0 4765 ABBAS REHANA K DIRECTOR, PHILANTHROPY 38.00 X 134573 0 2800 REED AYANNA M DIRECTOR HUMAN RESOURCES 38.00 X 113636 0 3419 DE GUZMAN RENE DIRECTOR EXHIBITION STRATEGY & SR CURATOR ART 38.00 X 103730 0 9878 PORSHNIKOFF HERMAN S DIRECTOR TECHNOLOGY 38.00 X 102077 0 9940 1058413 0 58045 7 0 1 0 ALLIED UNIVERSAL SECURITY SERVICES EIGHT TOWER BRIDGE 161 WASHINGTON CONSHOHOCKEN PA 19428 SECURITY SERVICES 657465 H & L PARTNERS 353 SACRAMENTO ST 21ST FLR SAN FRANCISCO CA 94111 ADVERTISING 485711 GEORGE S HALL INC 4 GATEHALL DRIVE 2ND FLOOR PARSIPPANY NJ 07054 SITE MAINTENANCE 432477 CAGWIN & DORWARD PO BOX 1600 NOVATO CA 949481600 LANDSCAPING 161435 CAHILL CONTRACTORS INC 425 CALIFORNIA ST STE 2200 SAN FRANCISCO CA 94104 ROOF REPAIRS 158220 10 785785 557314 4200000 9122597 104436 14665696 ADMISSIONS/CONTRACT FE 900099 1230902 1230902 OTHER PROGRAM INCOME 900099 1036089 1036089 RIGHTS & REPRODUCTIONS 900099 35309 35309 GUILD & COUNCIL 900099 2245 2245 2304545 877132 877132 419575 0 419575 419575 419575 13377933 12519946 857987 857987 857987 69915 557314 335133 -265218 -265218 604192 590175 14017 14017 18873734 2318562 0 1889476 X 489453 489453 6268790 4381995 1216892 669903 180139 114331 46760 19048 877824 535305 252063 90456 564409 375770 129973 58666 99830 99830 30000 30000 3323649 948340 2227352 147957 496957 496957 543273 230370 198972 113931 254900 337 254563 647892 647892 134906 102271 21156 11479 230088 230088 88717 33 88684 EXHIBITION EXPENSES 489815 489815 HOSPITALITY, CATERING & 160084 96747 7834 55503 EQUIPMENT RENTAL & MAIN 130506 18491 86812 25203 DUES, EDUCATION & TRAIN 80891 26703 48114 6074 15092123 7817465 6076438 1198220 6600 6600 2328475 2804238 11278656 7403694 537528 835608 125254 144667 159454 149097 3059743 2366883 906267 692860 31014349 37859275 64468 320644 688057 726279 47109108 50942962 1483599 1420261 96922 130465 13670 15406 1594191 1566132 X 12039088 15429562 23746481 24087580 9729348 9859688 45514917 49376830 47109108 50942962 3781611 80302 0 X X 0 1 X 1 0 X 13293982 11364855 20403276 15976975 14665696 75704784 13293982 11364855 20403276 15976975 14665696 75704784 1870587 73834197 660718 828498 991824 996544 1296707 4774291 336271 438487 459206 69915 1303879 81782954 12697655 0.90280 0.89610 X 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: OMCA USES A PUBLIC AFFAIRS COMPANY THAT SPECIALIZES IN SECURING PUBLIC SECTOR FUNDING FOR LEGACY PROJECTS. 26492031 4685714 1305448 1801242 30681951 16384603 7962027 2699839 554438 26492031 17780024 502318 -512739 1385000 16384603 17263969 1869215 -11904 1341256 17780024 14870606 884218 3087679 1578534 17263969 0.46350 0.32140 0.21510 0 0 1953153 1352553 600600 1026881 934621 92260 79709 79709 0 692860 CUSTOMER DEPOSITS 2123 SECURITY DEPOSITS 13250 SALES TAX PAYABLE 33 15406 X 19323473 80302 34304 114606 19208867 -335133 -335133 18873734 15461560 34304 34304 15427256 -335133 -335133 15092123 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, 2018, 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 2014. FOR U.S. FEDERAL RETURNS, OMCA IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS PRIOR TO 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -335,133. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -335,133. ZIGGURAT GALA 627229 557314 69915 186861 80064 1000 67208 627229 557314 69915 186861 80064 1000 67208 335133 -265218 X X 0 0 0 0 0 0 0 0 0 FOGARTY LORI GRANT EXECUTIVE DIRECTOR & CEO 257009 0 0 0 0 0 8129 0 6787 0 271925 0 0 0 WEINGART SANDRA E CHIEF OPERATING OFFICER/CFO (THRU 12 182604 0 1579 0 0 0 5540 0 6787 0 196510 0 0 0 MCKINLEY KELLY ANNE DEPUTY DIRECTOR 161626 0 1579 0 0 0 4765 0 0 0 167970 0 0 0 ANDREA ALFANO BOARD MEMBER 457186 BOARD MEMBER ANDREA ALFANO IS THE COO/PARTNER OF H & L PARTNERS, WHICH PROVIDED THE ORGANIZATION WITH ADVERTISING SERVICES. 0 X 6 104436 FMV 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 2017. 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 384,277. MANAGEMENT AND GENERAL EXPENSES 1,902,037. FUNDRAISING EXPENSES 53,106. TOTAL EXPENSES 2,339,420. CONSULTANTS: PROGRAM SERVICE EXPENSES 564,063. MANAGEMENT AND GENERAL EXPENSES 325,315. FUNDRAISING EXPENSES 94,851. TOTAL EXPENSES 984,229. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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