2018-05-15T10:33:53-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 453138892 Oakland Museum of California OAKL 5103188551 1000 Oak Street Oakland CA 94607 Lori Fogarty Executive Director 5103188551 2018-05-14 1 Katy Brown P00650274 9257902600 2018-05-14 2016 2022-09-23 18:48:47Z Lori Fogarty 1000 Oak Street Oakland CA 94607 34720395 0 X WWW.MUSEUMCA.ORG X 2011 CA To inspire all Californians to create a more vibrant future for themselves and their communities. 26 25 193 335 0 0 20403276 15858337 2408569 2493805 730240 1107832 17894 435455 23559979 19895429 0 0 0 0 8396862 7896914 0 0 1073590 8195134 7324326 16591996 15221240 6967983 4674189 40110064 47109108 1644065 1594191 38465999 45514917 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 5947934 1708045 EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY16-17, SERVING 215,000 VISITORS ONSITE, INCLUDING APPROXIMATELY 34,000 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED " BLACK PANTHERS", "OUT OF THE BOX AND "ROY DEFOREST". MAJOR PUBLIC PROGRAMS INCLUDED THE WEEKLY "FRIDAY NIGHTS @ OMCA;" THE ANNUAL COMMUNITY CELEBRATIONS FOR SUMMER READING, DAYS OF THE DEAD, AND LUNAR NEW YEAR; AND "OMCA CONNECT," THE COMMUNITY ENGAGEMENT INITIATIVE. THE MUSEUM MEASURES ITS SUCCESS IN TERMS OF NUMBER OF VISITORS AND MEMBERS, CONTRIBUTIONS TO THE MUSEUM FIELD, CRITICAL AND MEDIA RESPONSE TO EXHIBITIONS, AND VISITOR COMMENTS AND FEEDBACK. 1171148 943029 PUBLIC INFORMATION: THE MUSEUM HAS A VERY ACTIVE PROGRAM OF PUBLIC INFORMATION THAT INCLUDES THE OMCA WEB SITE (WWW.MUSEUMCA.ORG), SOCIAL MEDIA, A MEMBERS' EMAG, AND PRESS RELEASES AND MEDIA ANNOUNCEMENTS. IN 2016-2017, THE MUSEUM CONTINUED TO ENHANCE ITS WEB SITE AND SOCIAL MEDIA PRESENCE, UPDATED ITS COMMUNICATIONS STRATEGY BASED ON SUBSTANTIVE AUDIENCE RESEARCH, AND CONTINUED TO ROLL-OUT A MAJOR INSTITUTIONAL MARKETING CAMPAIGN. 339580 188421 GUILDS AND COUNCILS: THE MUSEUM HAS BEEN SUPPORTED BY A DOCENT CORPS OF SOME 300 ACTIVELY TOURING DOCENTS, AND THE COUNCIL ON ARCHITECTURE THAT PROVIDES MONTHLY TOURS OF THE MUSEUM'S LANDMARK BUILDING. DOCENT TOURS SERVE MORE THAN 42,000 SCHOOL CHILDREN, ADULTS AND FAMILIES ANNUALLY. THROUGH THE FIRST NINE MONTHS OF THE FISCAL YEAR ENDED 6/30/17, THERE WERE THREE VOLUNTEER GUILDS (ART, HISTORY AND NATURAL SCIENCES) WHOSE ACTIVITIES INCLUDED LOCAL, NATIONAL AND INTERNATIONAL TOURS AND TRIPS RELATED TO THE MUSEUM'S MISSION. THE GUILDS ALSO PROVIDED SUPPORT TO THE PROGRAMS OF THE THREE COLLECTING DISCIPLINES AT THE MUSEUM. THE THREE GUIILDS WERE DISCONTINUED IN THE FOURTH QUARTER OF THE FISCAL YEAR ENDED 6/30/17 AND ALL REMAINING GUILD FUNDS WERE CONTRIBUTED AS AN ENDOWMENT TO OMCA. 7458662 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 1 150 0 1 193 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 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 Colin Boyle Vice Chair 5.00 X X 0 0 0 Rachelle K Sessions Vice-Chair 5.00 X X 0 0 0 Beth Sawi Secretary 5.00 X 0 0 0 Susan C Chamberlain Treasurer 5.00 X 0 0 0 Andrea Alfano Trustee 5.00 X 0 0 0 Anita Martinez Trustee 5.00 X 0 0 0 Ann Thompson Trustee 5.00 X 0 0 0 Carina Wong Trustee 5.00 X 0 0 0 Christine Paige Trustee 5.00 X 0 0 0 Dana King Trustee 5.00 X 0 0 0 Eileen Ash Trustee 5.00 X 0 0 0 Estrella Parker Trustee 5.00 X 0 0 0 Ibi Krukrubo Trustee 5.00 X 0 0 0 Joan Gale Trustee 5.00 X 0 0 0 Josepth Hurwich Trustee 5.00 X 0 0 0 Mark Slater Trustee 5.00 X 0 0 0 Penelople Wong Trustee 5.00 X 0 0 0 Quinn Delaney Trustee 5.00 X 0 0 0 Rachel Benham Trustee 5.00 X 0 0 0 Shannon Jackson Trustee 5.00 X 0 0 0 Silvia Fernandez 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 Virginia Furth Trustee 5.00 X 0 0 0 Dorine Holsey Streeter Trustee (Thru 6/17) 5.00 X 0 0 0 Fogarty Lori Executive Director 38.00 X 239907 0 14599 Weingart Sandra COO/CFO / Dir. CABO 38.00 X 140456 0 11226 Newell Cherie Term 9216 Director CCP 38.00 X 156845 0 8329 Pico Margaret Term 72916 Director CPIA 38.00 X 136754 0 7232 McKinley Kelly Director CEDC 38.00 X 133315 0 5100 Sasaki Lisa Term 111016 Director CACE 38.00 X 125226 0 10156 Reed Ayanna Director Human Resources 38.00 X 110642 0 4569 1043145 0 61211 8 0 1 0 Skyline Construction Inc 731 Sansome St 4th Flr San Francisco CA 94111 Construction 1514818 Universal Protection Service LP 545 Sansome Street San Francisco CA 94111 Security Guards 674041 H & L Partners 353 Sacramento St 21st Flr San Francisco CA 94111 Advertising 420906 ABM ONSITE SERVICES 1150 S OLIVE STREET SUITE 1900 LOS ANGELES CA 90015 JANITORIAL 315419 GEORGE S HALL INC 4 GATEHALL DRIVE 2ND FLOOR PARSIPPANY NJ 07054 SITE MAINTENANCE 196248 13 794832 474552 4400000 10188953 2321898 15858337 Admissions/Contract Fe 900099 1346206 1346206 Other program income 900099 943029 943029 Guild & Council 900099 188421 188421 Rights & Reproductions 900099 16149 16149 2493805 699077 699077 297467 0 297467 297467 297467 14540483 14131728 408755 408755 408755 118638 474552 326340 -207702 -207702 712588 366898 345690 345690 19895429 2839495 0 1197597 X 431215 431215 5932273 3680031 1704286 547956 169378 110817 44136 14425 824713 503292 253035 68386 539335 320585 171924 46826 9442 9442 30000 30000 3148952 858692 2252010 38250 501951 496951 5000 1130055 520398 351734 257923 330909 5127 325782 634649 634649 431975 415194 11325 5456 239506 239506 82524 82524 Exhibition Expenses 423288 423133 155 Equipment rental & main 148658 22741 107175 18742 Hospitality, Catering & 108824 56807 1051 50966 Dues, Education & Train 73892 27123 36072 10697 29701 17771 2967 8963 15221240 7458662 6688988 1073590 6200 6600 3135446 2328475 10836068 11278656 349275 537528 129744 125254 171807 159454 3043061 2136794 1144831 906267 23625401 31014349 64468 711292 688057 40110064 47109108 1551907 1483599 84101 96922 8057 13670 1644065 1594191 X 10071703 12039088 20095338 23746481 8298958 9729348 38465999 45514917 40110064 47109108 4674189 2374729 0 X X 0 1 X 1 0 X 13023626 13293982 11364855 20403276 15976975 74062714 13023626 13293982 11364855 20403276 15976975 74062714 2268386 71794328 856199 660718 828498 991824 996544 4333783 487772 336271 438487 459206 1721736 80118233 13250412 0.89610 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: OMCA uses a Public Affairs company that specializes in securing public sector funding for legacy projects. 16384603 7962027 2699839 554438 26492031 17780024 502318 -512739 1385000 16384603 17263969 1869215 -11904 1341256 17780024 14870606 884218 3087679 1578534 17263969 13710227 139243 1762790 741654 14870606 0.38480 0.36730 0.24790 0 0 1953153 1249779 703374 1010199 807306 202893 79709 79709 0 906267 Customer Deposits 1617 Security Deposits 12000 Sales Tax Payable 53 13670 X 22695532 2374729 99034 2473763 20221769 -326340 -326340 19895429 15646614 99034 99034 15547580 -326340 -326340 15221240 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 that they qualify 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, 2017, 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 2013. For U.S. federal returns, OMCA is generally no longer subject to tax examination for years prior to 2014. Part XI, Line 4b - Other Adjustments: Fundraising Event Expenses -326,340. Part XII, Line 4b - Other Adjustments: FUNDRAISING EVENT EXPENSES -326,340. Ziggurat Gala 593190 474552 118638 135016 94983 33825 62516 593190 474552 118638 135016 94983 33825 62516 326340 -207702 X X 1 0 0 0 0 0 0 0 0 Fogarty Lori Executive Director 239907 0 0 0 0 0 7627 0 6972 0 254506 0 0 0 Weingart Sandra COO/CFO / Dir. CABO 140456 0 0 0 0 0 4254 0 6972 0 151682 0 0 0 Newell Cherie Term 9216 Director CCP 92985 0 0 0 63860 0 3088 0 5241 0 165174 0 0 0 Part I, Line 4a Two individuals received severance pay from the Oakland Museum of California. Cherie Newell and Margaret Pico received $63,860 and $31,548 respectively. Andrea Alfano Andrea Alfano, Board Member, is the COO/Partner of H & L Partners. 411067 Board member Andrea Alfano is the COO/Partner of H & L Partners, which provided the organization with advertising services. 0 X 12 2131574 FMV X DETOUR GUIDES 1 179924 FMV X Wine 1 10400 FMV 0 1 1 Part I, Column (b): THIS REFLECTS 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 271,661. Management and general expenses 1,789,319. Fundraising expenses 38,250. Total expenses 2,099,230. Consultants: Program service expenses 587,031. Management and general expenses 462,691. Fundraising expenses 0. Total expenses 1,049,722. 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