2014-02-10T10:17:29-06:00 2013-06-30 320000304 LEWIS BIRCH & RICARDO LLC 1401 COURT STREET CLEARWATER FL 33756 990 2012-07-01 592015192 SALVADOR DALI MUSEUM INC SALV 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 CHARLES HENRI HINE III 7278233767 2014-02-10 1 BETTY ISLER CPA P00541979 7274463058 2012 2015-11-30 17:44:51Z CHARLES HENRI HINE III ONE DALI BLVD ST PETERSBURG FL 33701 11901170 0 X WWW.THEDALI.ORG X 1980 FL TO EDUCATE AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART 27 27 91 352 0 0 1106502 646542 5566271 5245053 55431 536912 1887631 1845995 8615835 8274502 0 0 0 0 2619049 2798578 0 0 295818 4235761 4037852 6854810 6836430 1761025 1438072 52397455 53680497 556288 330999 51841167 53349498 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 5690398 6928828 THE SALVADOR DALI MUSEUM IS THE FLAGSHIP OF CULTURAL TOURISM ON THE WEST COAST OF FLORIDA AND WELCOMES APPROXIMATELY 300,000 VISITORS EACH 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 AND THROUGH SIGNAGE AND THE MUSEUM GALLERY GUIDE. OUR INTERNET RESOURCES PREPARE VISITORS FOR THEIR EXPERIENCE AND OFFER EDUCATIONAL INFORMATION TO THE VIRTUAL VISITOR. THE MUSEUM ADMITS APPROXIMATELY 13,000 STUDENTS FROM FLORIDA PUBLIC AND PRIVATE SCHOOLS WITHOUT CHARGE ANNUALLY. 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, 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. 5690398 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 20 0 1 91 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X CAROL ANN MARTIN CFO 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 THOMAS A JAMES 4.00 X 0 0 0 BRAD G MORSE 4.00 X 0 0 0 JANET G ROOT 4.00 X 0 0 0 KAREN LANG JOHNSTON 4.00 X 0 0 0 JAMES W MARTIN 4.00 X 0 0 0 ROBERT L ULRICH 4.00 X 0 0 0 ANDREW P CORTY 4.00 X 0 0 0 DAVID F DYER 4.00 X 0 0 0 JAMES G NEWMAN 2.00 X 0 0 0 TIMOTHY R BOGOTT 2.00 X 0 0 0 JERRY T KENDALL 2.00 X 0 0 0 WILLIAM A EMERSON 2.00 X 0 0 0 ROBERT K DOYLE 4.00 X 0 0 0 THOMAS PETRILLO 2.00 X 0 0 0 SONIA RAYMUND 2.00 X 0 0 0 JAN SHER 2.00 X 0 0 0 ELLIOTT WISER 2.00 X 0 0 0 JEAN GILES WITTNER 2.00 X 0 0 0 MARY ANN MORSE 2.00 X 0 0 0 HELEN PRUITT WALLACE 2.00 X 0 0 0 JEFFREY GOODBY 2.00 X 0 0 0 DAVID R PUNZAK 2.00 X 0 0 0 CHARLES M HARRIS 2.00 X 0 0 0 TREVOR R BURGESS 2.00 X 0 0 0 AMB RAMON GIL-CASARES 2.00 X 0 0 0 WILLIAM R HOUGH 2.00 X 0 0 0 KAMAL MAJEED 2.00 X 0 0 0 COLUMBA BUSH 2.00 X 0 0 0 DT MINICH 2.00 X 0 0 0 AMB JORGE DEZCALLAR 2.00 X 0 0 0 CHARLES HENRI HINE III 60.00 X 287077 0 1000 CAROL ANN MARTIN 45.00 X 88406 0 1000 MOLLY JAMES 45.00 X 101077 0 0 476560 0 2000 2 0 1 0 ABM SECURITY SERVICES INC PO BOX 60840 CHARLOTTE NC 282600840 SECURITY SERVICES 400797 CHAPPELL ROBERTS MEDIA GROUP 1600 E 8TH AVE STE A-133 TAMPA FL 33605 ADVERTISING 357053 UNITED PROPERTY MAINTENANCE SERVICES IN 13770 58TH ST N STE 303 CLEARWATER FL 33760 PROPERTY MAINTENANCE 107225 3 44000 140598 461944 27033 646542 ADMISSIONS 712110 4218209 4218209 PARKING FEES 712110 245675 245675 COLLECTION LOAN FEES 712110 244327 244327 MEMBERSHIP DUES 712110 243286 243286 EVENT INCOME 712110 240418 240418 53138 53138 5245053 131882 131882 23627 23627 2776989 2371959 405030 405030 405030 212644 140598 111083 101561 101561 2803774 1143626 1660148 1660148 CATERING FEES 722320 29479 29479 CAFE REVENUE 722210 28240 28240 CELL PHONE TOWER FEES 531120 2940 2940 60659 8274502 6928828 0 699132 461553 47328 239104 175121 1876634 1560351 299118 17165 20461 15140 4273 1048 247675 181810 54643 11222 192255 143985 32331 15939 15166 15166 33871 33871 5264 5264 613015 593109 16256 3650 467938 455739 66 12133 434880 382927 21167 30786 82827 69960 5149 7718 840741 816776 20987 2978 29840 16880 9768 3192 2755 2755 1087241 1047940 34477 4824 116748 116748 CURATORIAL & EDUCATION 167143 101282 55819 10042 EXHIBITS 140245 140245 BAD DEBT EXPENSE 178 178 6836430 5690398 850214 295818 3423389 4058440 3757579 346322 4633787 3696074 58074 34558 1118167 794471 170217 262130 35622217 2771179 33842194 32851038 2239866 8515633 3154182 3121831 52397455 53680497 472287 262743 84001 68256 556288 330999 X 45130861 46849735 4047814 3824771 2662492 2674992 51841167 53349498 52397455 53680497 1438072 102610 -32351 0 X X 0 1 X 1 0 X 2066845 6401075 10772293 1106502 646542 20993257 140795 140795 86575 32351 32351 432867 2207640 6541870 10858868 1138853 678893 21426124 5040024 16386100 168160 86601 33543 76743 155509 520556 17142 5972 17008 67821 60659 168602 22115282 32924870 0.74090 0.70560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 9842535 1350945 593334 588686 11198128 6401433 3790648 -119137 230409 9842535 4790961 10146942 567132 9103602 6401433 14723033 5956307 255853 16144232 4790961 19175714 663443 -387509 4728615 14723033 0.41960 0.23890 0.34150 0 0 34156846 2139807 32017039 712226 362764 349462 753145 268608 484537 32851038 GIFTED FACILITIES - MUSEUM LAND 3121831 3121831 X 8603138 102610 231290 333900 8269238 5264 5264 8274502 7094807 263641 263641 6831166 5264 5264 6836430 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SALVADOR DALI MUSEUM, INC. IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE MUSEUM'S INCOME TAX RETURNS. THE MUSEUM'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES AND FILINGS FOR PERIODS AFTER JUNE 30, 2009 ARE OPEN FOR EXAMINATION. THE MUSEUM DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2013. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE REPRODUCTION OF WORKS OF ART FROM THE MUSEUM'S COLLECTION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE F, PART I, LINE 3: THE MUSEUM RECEIVED ROYALTIES DERIVED FROM THE REPRODUCTION OF WORKS BY SALVADOR DALI IN OUR COLLECTION BY THE CENTRE NATIONAL D'ART ET DE CULTURE GEORGES POMPIDOU IN FRANCE. THERE ARE NO EXPENDITURES RELATED TO THE ROYALTIES IN THIS REGION. LIQUID DESIRES 193575 38430 155145 35140 1400 17492 GUILD EVENT 159667 102168 57499 24907 785 31359 353242 140598 212644 60047 2185 48851 111083 101561 X X 0 0 0 0 0 0 0 0 0 CHARLES HENRI HINE III 227077 0 60000 0 0 0 1000 0 0 0 288077 0 0 0 X 2 SEE PART II X 1 13900 FAIR MARKET VALUE X 12 13133 FAIR MARKET VALUE 0 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. ACCORDINGLY, ZERO REVENUES WERE REPORTED ON FORM 990, PART VIII, LINE 1G RELATED TO THE CONTRIBUTED WORKS OF ART. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BRAD G. MORSE AND MARY ANN MORSE ARE HUSBAND AND WIFE. THOMAS A. JAMES, BOARD PRESIDENT, IS THE FATHER-IN-LAW OF MOLLY JAMES, DEVELOPMENT DIRECTOR. 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 11 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 OR 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 BROUGHT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION. APPROPRIATE ACTIONS, SUCH AS VOTING WITHOUT THE MEMBER IN CONFLICT, ARE TAKEN WHEN AND IF REQUIRED. COMPLIANCE IS MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR REVIEWING AND APPROVING THE EMPLOYMENT CONTRACT AND 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. 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.