2017-03-17T16:45:52-05:00 2016-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2015-07-01 453138892 Oakland Museum of California OAKL 5103188551 1000 Oak Street Oakland CA 94607 Lori Fogarty Executive Director 5103188551 2017-03-17 1 Katy Brown P00650274 9257902600 2015 2021-01-29 14:40:06Z Lori Fogarty 1000 Oak Street Oakland CA 94607 24262875 0 X WWW.MUSEUMCA.ORG X 2011 CA To inspire all Californians to create a more vibrant future for themselves and their communities. 33 33 208 407 0 0 11364855 20403276 2595913 2408569 662318 730240 83913 17894 14706999 23559979 0 0 0 0 8313158 8396862 0 0 959372 7621725 8195134 15934883 16591996 -1227884 6967983 34572486 40110064 1644093 1644065 32928393 38465999 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 8366094 812204 EXHIBITIONS AND PROGRAMS: THE OAKLAND MUSEUM OF CALIFORNIA (OMCA) PRESENTED A RANGE OF EXHIBITIONS, PUBLIC PROGRAMS, AND EDUCATIONAL OFFERINGS IN FY15-16, SERVING 175,000 VISITORS ONSITE, INCLUDING APPROXIMATELY 30,000 SCHOOL CHILDREN AND EDUCATORS, AS WELL AS THOUSANDS MORE IN THE COMMUNITY. MAJOR EXHIBITIONS INCLUDED ALTERED STATES, AND "PACIFIC WORLDS." 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. 1258507 917482 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' MAGAZINE, AND PRESS RELEASES AND MEDIA ANNOUNCEMENTS. IN 2015-2016, THE MUSEUM CONTINUED TO ENHANCE ITS WEB SITE AND SOCIAL MEDIA PRESENCE, UPDATED ITS COMMUNICATIONS STRATEGY BASED ON SUBSTANTIVE AUDIENCE RESEARCH, AND LAUNCHED A MAJOR INSTITUTIONAL MARKETING CAMPAIGN. 357184 678883 GUILDS AND COUNCILS: THE MUSEUM IS SUPPORTED BY THREE VOLUNTEER GUILDS (ART, HISTORY AND NATURAL SCIENCES), 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. ACTIVITIES BY THE THREE GUILDS INCLUDE LOCAL, NATIONAL AND INTERNATIONAL TOURS AND TRIPS RELATED TO THE MUSEUM'S MISSION AND PROVIDE SUPPORT TO THE PROGRAMS OF THE THREE COLLECTING DISCIPLINES AT THE MUSEUM. 9981785 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 1 117 0 1 208 1 0 0 0 0 0 1 1 0 0 0 0 X 33 33 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 Rachelle K Sessions Vice Chair 5.00 X X 0 0 0 Hilliard C Terry III Vice Chair (Thru 6/30/16) 5.00 X X 0 0 0 Eileen Ash 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 Beth Sawi 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 Colin Boyle Trustee 5.00 X 0 0 0 Dana King Trustee 5.00 X 0 0 0 Dorine Holsey Streeter 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 Christopher Lee Trustee (Thru 6/30/16) 5.00 X 0 0 0 Christopher McLain Trustee (Thru 6/30/16) 5.00 X 0 0 0 Jeff Calder Trustee (Thru 6/30/16) 5.00 X 0 0 0 Jennifer Wolch Trustee (Thru 6/30/16) 5.00 X 0 0 0 Karen Eichler Trustee (Thru 6/30/16) 5.00 X 0 0 0 Yvonne McCredie Trustee (Thru 6/30/16) 5.00 X 0 0 0 Martim De Arantes Oliviera Trustee (Thru 12/31/15) 5.00 X 0 0 0 Lori Fogarty Executive Director 38.00 X 235772 0 19082 Kelly McKinley Director CEDC 38.00 X 130000 0 11732 Margaret Pico Director CPIA 38.00 X 124878 0 13742 Sandra Weingart Director CABO 38.00 X 121515 0 10132 Lisa Sasaki Director cace 38.00 X 112037 0 10328 724202 0 65016 7 0 1 0 Skyline Construction Inc 731 Sansome St 4th Flr San Francisco CA 94111 Construction 1387427 H & L Partners 353 Sacramento St 21st Flr San Francisco CA 94111 Advertising 396177 Universal Protection Service LP PO Box 101034 Pasadena CA 91189 Security Guards 356828 Anybill Financial Services PO Box 34781 Bethesda MD 20827 A/P Processing 178116 Comdata PO Box 500544 St Louis MO 63150 Credit Card Processing 177116 8 725143 453175 4635894 14589064 1561710 20403276 Other program income 900099 917482 917482 Admissions/Contract Fe 900099 780397 780397 Guild & Council 900099 678883 678883 Rights & Reproductions 900099 31807 31807 2408569 730240 730240 261584 0 261584 261584 261584 0 453175 213379 -213379 -213379 459206 489517 -30311 -30311 23559979 2408569 0 748134 X 265980 265980 6526704 4467557 1438939 620208 202464 134514 47419 20531 832849 530528 219766 82555 568865 374329 143319 51217 10537 10537 30000 30000 4673681 2685971 1928240 59470 476083 465848 235 10000 494293 265724 199275 29294 305682 61494 244188 595935 595935 408607 390072 13879 4656 261012 261012 78744 78744 Equipment rental & main 299680 159973 104267 35440 Exhibition Expenses 226194 222964 3230 Hospitality, Catering & 222640 177080 13279 32281 Dues, Education & Train 76565 29101 42350 5114 35481 16630 10245 8606 16591996 9981785 5650839 959372 6200 6200 1810051 3135446 1184196 10836068 317166 349275 106253 129744 171807 3093202 1948371 1396039 1144831 28096986 23625401 1655595 711292 34572486 40110064 1644093 1551907 84101 0 8057 1644093 1644065 X 9685204 10071703 15042554 20095338 8200635 8298958 32928393 38465999 34572486 40110064 6967983 -1430377 0 X X 0 1 X 1 0 X 13023626 13293982 11364855 20403276 58085739 13023626 13293982 11364855 20403276 58085739 5112305 52973434 856199 660718 828498 991824 3337239 61422978 10756607 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. 17780024 502318 -512739 1385000 16384603 17263969 1869215 -11904 1341256 17780024 14870606 884218 3087679 1578534 17263969 13710227 139243 1762790 741654 14870606 0.47910 0.50650 0.01440 0 0 1953153 1160651 792502 1060340 708011 352329 79709 79709 0 1144831 Customer Deposits 1053 Security Deposits 4 Sales Tax Payable 7000 8057 X 22696915 -1430377 353934 -1076443 23773358 -213379 -213379 23559979 17159309 353934 213379 567313 16591996 0 16591996 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, 2016, 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 2011. For U.S. federal returns, OMCA is generally no longer subject to tax examination for years prior to 2012. Part XI, Line 4b - Other Adjustments: Fundraising Event Expenses -213,379. Part XII, Line 2d - Other Adjustments: Fundraising Event Expenses 213,379. Ziggurat Gala 453175 453175 89036 67969 56374 453175 453175 89036 67969 56374 213379 -213379 X X 0 0 0 0 0 0 0 0 0 Lori Fogarty Executive Director 235772 0 0 0 0 0 10962 0 8120 0 254854 0 0 0 Andrea Alfano Andrea Alfano, Board Member, is the COO/Partner of H & L Partners. 396177 Board member Andrea Alfano is the COO/Partner of H & L Partners, which provided the organization with advertising services. 0 X 22 1561710 FMV 0 1 1 Part I, Column (b): This number reflects the number of contributors, 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 11 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 July 2011. 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 1,978,058. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,978,058. Consultants: Program service expenses 707,913. Management and general expenses 1,928,240. Fundraising expenses 59,470. Total expenses 2,695,623. 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