CONTEMPORARY JEWISH MUSEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CONTEMPORARY JEWISH MUSEUM (EIN 47-0920831)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201121329349302967
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T13:54:59-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CALIFORNIA STREET STE 2300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470920831 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONTEMPORARY JEWISH MUSEUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONT | NameControl |
| Phone | 4156557800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MISSION STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Constance Wolf | Name |
| Title | Director and CEO | Title |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE DETRANE | Name |
| Phone | 4159863900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Constance Wolf | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 Mission Street | AddressLine1 |
| City | San francisco | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16134251 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.THECJM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The CJM makes the diversity of the Jewish experience relevant for a 21st-century audience. We accomplish this through innovative exhibitions and programs that educate, challenge, and inspire. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 112 | TotalNbrEmployees |
| Total Nbr Volunteers | 126 | TotalNbrVolunteers |
| Total Gross UBI | -5390 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -29086 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10860412 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6460007 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 796723 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 536161 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2711348 | InvestmentIncomePriorYear |
| Investment Income Current Year | 854794 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 340107 | OtherRevenuePriorYear |
| Other Revenue Current Year | 307395 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9285894 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8158357 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3046624 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2880546 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 104694 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 133386 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1733840 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8320055 | OtherExpensePriorYear |
| Other Expenses Current Year | 7488955 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11471373 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10502887 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2185479 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2344530 | RevenuesLessExpensesCY |
| Total Assets BOY | 109302317 | TotalAssetsBOY |
| Total Assets EOY | 109161522 | TotalAssetsEOY |
| Total Liabilities BOY | 51959849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51882533 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57342468 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57278989 | NetAssetsOrFundBalancesEOY |
| Mission Description | The CJM makes the diversity of the Jewish experience relevant for a 21st-century audience. We accomplish this through innovative exhibitions and programs that educate, challenge, and inspire. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7054837 | Expense |
| Grants | 0 | Grants |
| Revenue | 867794 | Revenue |
| Description | See Schedule O. | Description |
| Total Program Service Expense | 7054837 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 86 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 112 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENISE CHILDS | NamePerson |
| Telephone Number | 4156557800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 736 MISSION STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID LEVINE | ||||||
| CHAIR | 5.0 | X | X | 0 | 0 | 0 |
| ALISON GEBALLE | ||||||
| VICE CHAIR | 2.0 | X | X | 0 | 0 | 0 |
| MATT BERLER | ||||||
| TREASURER | 2.0 | X | X | 0 | 0 | 0 |
| MARK SCHLESINGER | ||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 |
| PAMELA BAER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MATTHEW BARTON | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| NAOMI CASPE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| HARRY COHN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| DANA CORVIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SALLY ANN FAIN EPSTEIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ELLIOTT FELSON | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SAM HAMILTON | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SANFORD HARTMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| F WARREN HELLMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RUSSELL HOLDSTEIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| STUART KOGOD | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| STEPHEN LEAVITT | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ALVIN LEVITT | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JOYCE LINKER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SIESEL MAIBACH | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ALAN MARK | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| GLENN MEYERS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| PHYLLIS MOLDAW | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ALEXANDRA MOSES | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JOSH OLIVER | ||||||
| TRUSTEE CYPT | 1.0 | X | 0 | 0 | 0 | |
| BARBARA RAVIZZA | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL RIGHI | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| DOROTHY SAXE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| PAUL SEDWAY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JOSEPH SEIGER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ESTHER SHERMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| BARBARA SHRAGGE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| FRANCOISE SKURMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ETA SOMEKH | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RUTH STEIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL STEINBERG | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ROSELYNE C SWIG | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| LUBA TROYANOVSKY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MARILYN WALDMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JAMIE WEINSTEIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| HOWARD WOLLNER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RONALD WORNICK | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KENNETH ZANKEL | ||||||
| TRUSTEE CYPT | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL ZEFF | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| CHARA SCHREYER | ||||||
| TRUSTEE CYPT | 1.0 | X | 0 | 0 | 0 | |
| CONSTANCE WOLF | ||||||
| CEO | 38.0 | X | 209548 | 0 | 14295 | |
| DENISE CHILDS | ||||||
| CFO | 38.0 | X | 120674 | 0 | 18761 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 330222 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33056 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Guardsmark LLC | |||||
| File 6498 | LOS ANGELES | CA | 90074 | Security Services | 1031774 |
| Plant Construction LP | |||||
| 300 Newhall street | SAN FRANCISCO | CA | 94124 | Construction Service | 578930 |
| Grant Thornton LLP | |||||
| po box 51519 | LOS ANGELES | CA | 90051 | Auditing Services | 126505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 373055 | MembershipDues |
| Fundraising Events | 22666 | FundraisingEvents |
| Government Grants | 181965 | GovernmentGrants |
| All Other Contributions | 5882321 | AllOtherContributions |
| Noncash Contributions | 441300 | NoncashContributions |
| Total Contributions | 6460007 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 454427 | 454427 |
| MISCELLANEOUS | 900099 | 81734 | 81734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 536161 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 918707 | TotalRevenueColumn |
| Unrelated Business Revenue | -13653 | UnrelatedBusinessRevenue |
| Exclusion | $932,360 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 138239 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 153183 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -14944 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14944 | TotalRevenueColumn |
| Unrelated Business Revenue | -14944 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7324601 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7388514 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -63913 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -63913 | TotalRevenueColumn |
| Exclusion | -$63,913 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 31331 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22666 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 63832 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32501 | TotalRevenueColumn |
| Exclusion | -$32,501 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 718005 | GrossSalesOfInventory |
| Cost Of Goods Sold | 370365 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 348440 | TotalRevenueColumn |
| Related Or Exempt Function Income | 325233 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 23207 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8158357 | TotalRevenueColumn |
| Related Or Exempt Function Income | 867794 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -5390 | UnrelatedBusinessRevenue |
| Exclusion | $835,946 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334534 | Total |
| Program Services | 155257 | ProgramServices |
| Management And General | 125461 | ManagementAndGeneral |
| Fundraising | 53816 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2012185 | Total |
| Program Services | 1375700 | ProgramServices |
| Management And General | 303628 | ManagementAndGeneral |
| Fundraising | 332857 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 4256 | ProgramServices |
| Management And General | 1484 | ManagementAndGeneral |
| Fundraising | 1260 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326482 | Total |
| Program Services | 198501 | ProgramServices |
| Management And General | 69214 | ManagementAndGeneral |
| Fundraising | 58767 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200345 | Total |
| Program Services | 121810 | ProgramServices |
| Management And General | 42473 | ManagementAndGeneral |
| Fundraising | 36062 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45380 | Total |
| Program Services | 21283 | ProgramServices |
| Management And General | 19450 | ManagementAndGeneral |
| Fundraising | 4647 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97557 | Total |
| Management And General | 97557 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133386 | Total |
| Fundraising | 133386 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94213 | Total |
| Program Services | 63217 | ProgramServices |
| Management And General | 15356 | ManagementAndGeneral |
| Fundraising | 15640 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1897707 | Total |
| Program Services | 1437190 | ProgramServices |
| Management And General | 270422 | ManagementAndGeneral |
| Fundraising | 190095 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208283 | Total |
| Program Services | 139758 | ProgramServices |
| Management And General | 34950 | ManagementAndGeneral |
| Fundraising | 33575 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302893 | Total |
| Program Services | 140661 | ProgramServices |
| Management And General | 37026 | ManagementAndGeneral |
| Fundraising | 125206 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43365 | Total |
| Program Services | 30429 | ProgramServices |
| Management And General | 5778 | ManagementAndGeneral |
| Fundraising | 7158 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291652 | Total |
| Program Services | 210195 | ProgramServices |
| Management And General | 40504 | ManagementAndGeneral |
| Fundraising | 40953 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58336 | Total |
| Program Services | 53073 | ProgramServices |
| Management And General | 1811 | ManagementAndGeneral |
| Fundraising | 3452 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3607 | Total |
| Program Services | 1530 | ProgramServices |
| Management And General | 730 | ManagementAndGeneral |
| Fundraising | 1347 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1485957 | Total |
| Program Services | 997077 | ProgramServices |
| Management And General | 242211 | ManagementAndGeneral |
| Fundraising | 246669 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1928788 | Total |
| Program Services | 1323256 | ProgramServices |
| Management And General | 305141 | ManagementAndGeneral |
| Fundraising | 300391 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72682 | Total |
| Program Services | 48770 | ProgramServices |
| Management And General | 11847 | ManagementAndGeneral |
| Fundraising | 12065 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITION LOAN FEES | 224341 | 224341 | ||
| MISCELLANEOUS | 144517 | 96356 | 14994 | 33167 |
| LETTER OF CREDIT FEES | 366817 | 246135 | 59791 | 60891 |
| REPAIRS AND MAINTENANCE | 82415 | 53071 | 10665 | 18679 |
| EXHIBITION SUPPLIES | 74609 | 74609 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65836 | Total |
| Program Services | 38362 | ProgramServices |
| Management And General | 3717 | ManagementAndGeneral |
| Fundraising | 23757 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10502887 | Total |
| Program Services | 7054837 | ProgramServices |
| Management And General | 1714210 | ManagementAndGeneral |
| Fundraising | 1733840 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3307 | BOY |
| EOY | 3100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10687343 | BOY |
| EOY | 5690363 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9202133 | BOY |
| EOY | 5907948 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1027116 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230220 | BOY |
| EOY | 250667 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100628 | BOY |
| EOY | 345638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50669322 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3921992 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48480255 | BOY |
| EOY | 46747330 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21686370 | BOY |
| EOY | 27273252 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11889715 | BOY |
| EOY | 13672419 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7022346 | BOY |
| EOY | 8243689 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109302317 | BOY |
| EOY | 109161522 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1850632 | BOY |
| EOY | 1530361 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255327 | BOY |
| EOY | 225550 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46300000 | BOY |
| EOY | 45600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3553890 | BOY |
| EOY | 4526622 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51959849 | BOY |
| EOY | 51882533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32183323 | BOY |
| EOY | 33693304 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13779312 | BOY |
| EOY | 11701685 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11379833 | BOY |
| EOY | 11884000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57342468 | BOY |
| EOY | 57278989 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109302317 | BOY |
| EOY | 109161522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19477117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21974056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16712708 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10860412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6460007 | CurrentTaxYear |
| Total | 75484300 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19477117 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21974056 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16712708 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10860412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6460007 | CurrentTaxYear |
| Total | 75484300 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 20804124 | AmountsSubstContributorsTotal |
| Public Support Total170 | 54680176 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 493268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3115490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1651012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1136197 | CurrentTaxYearMinus1Year |
| Current Tax Year | 918707 | CurrentTaxYear |
| Total | 7314674 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 4576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3429 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 8005 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 82806979 | TotalSupport |
| Gross Receipts From Admissions Etc | 3050425 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66033 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25819998 | BeginningOfYearBalance |
| Contributions | 126227 | Contributions |
| Investment Earnings Or Losses | 2756702 | InvestmentEarningsOrLosses |
| Other Expenditures | 2882929 | OtherExpenditures |
| End Of Year Balance | 25819998 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25819998 | BeginningOfYearBalance |
| Contributions | 5490267 | Contributions |
| Investment Earnings Or Losses | -4240267 | InvestmentEarningsOrLosses |
| Other Expenditures | 1250000 | OtherExpenditures |
| End Of Year Balance | 25819998 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53970 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46030 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1231957 | InvestmentCostOrOtherBasis |
| Book Value | 1231957 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 46143083 | InvestmentCostOrOtherBasis |
| Depreciation | 2393770 | Depreciation |
| Book Value | 43749313 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3294282 | InvestmentCostOrOtherBasis |
| Depreciation | 1528222 | Depreciation |
| Book Value | 1766060 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 46747330 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ENDOWMENT POOL OF THE JEWISH-- | 6824341 | F |
| GERBER TAYLOR PARTNERS, LP | 5201812 | F |
| FARALLON CAPITAL | 1204096 | F |
| METROPOLITAN REAL ESTATE | 442170 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13672419 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 663779 |
| BENEFICIAL INTEREST IN TRUST | 7579910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8243689 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LIABILITIES | Description |
| Amount | $4,526,622 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4526622 | TotalOfAmounts |
| Total Revenue | 8158357 | TotalRevenue |
| Total Expenses | 10502887 | TotalExpenses |
| Excess Or Deficit For Year | -2344530 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2281051 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2281051 | TotalAdjustments |
| Excess Or Deficit Per FS | -63479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11042688 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2281051 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 15900 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2296951 | RevenueNotRptdF990 |
| Revenue Subtotal | 8745737 | RevenueSubtotal |
| Other Revenues Not Included | -587380 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -587380 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8158357 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11106167 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 15900 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 587380 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 603280 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10502887 | ExpensesSubtotal |
| Total Expenses Per Form990 | 10502887 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of Art, Historical Treasures, or Other Similar Assets | Schedule D, Part III, line 1a: | The permanent collections, which consist of works of art, are acquired through purchases or contributions and are not recognized as assets in the accompanying statement of financial position. Each work of art is inventoried and cared for, and activities verifying the collections' integrity are performed continuously. Purchases of art (accessions) are recorded as decreases in the appropriate net asset class in the year in which the items are acquired. Proceeds from deaccessions or insurance recoveries are required to be used to acquire other works of art. Such proceeds are reflected as increases in the appropriate net asset class. There were no accessions or deaccessions of works of art during the fiscal years that ended June 30, 2010 and 2009. |
| Description of the organizations Collections | Schedule D, Part III, Line 4: | The Museum is now a non-collecting institution. The existing collection consists of different forms of Judaica. These pieces are occasionally displayed in exhibitions to help in the education of Jewish art and culture. |
| Purpose of endowment funds | Schedule D, Part V, Line 4: | The organization maintains endowments as a means to provide a predictable stream of funding to support its programs. |
| FIN 48 | Schedule D, Part X: | The Museum is a not-for-profit organization pursuant to the Internal Revenue Code Section 501(c)(3) and California Franchise Taxation Codes and, accordingly, is exempt from federal and state income taxes on related business income. The Museum recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. There were no material changes in unrecognized benefits for the fiscal years ended June 30, 2010 and 2009. There have been no related tax penalties or interest, which would be classified as tax expense in the statement of activities. Thus, based on the foregoing, the Museum does not have a FIN 48 liability recorded on its financial statements. |
| Other income items | Schedule D, Part XII, line 4b: | Items reported as expenses per financial statements, included with revenue per 990: Less Rental Activity 153,183 Less Direct Fundraising Expense 63,832 Less COGS 370,365 --------------- Total 587,380 |
| Other Expense Items | Schedule D, Part XIII, line 2d: | Items reported as expenses per financial statements, included with revenue per 990: Less Rental Activity 153,183 Less Direct Fundraising Expense 63,832 Less COGS 370,365 ------------- Total 587,380 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Susan Martin | Consultant | false | 0 | 35488 | 0 |
| The Lukens company | Direct Mail | false | 169620 | 97898 | 169620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 169620 | TotalGrossReceipts |
| Total Retained By Contractors | 133386 | TotalRetainedByContractors |
| Total Net To Organization | 169620 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Family Gala | NameOfEvent1 |
| Gross Receipts Event1 | 44597 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22666 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21931 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 15153 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26387 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Seder | NameOfEvent2 |
| Gross Receipts Event2 | 9400 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 9400 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 13174 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1300 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 6318 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 53997 | GrossReceiptsTotal |
| Charitable Contributions Total | 22666 | CharitableContributionsTotal |
| Gross Revenue Total Events | 31331 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 28327 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2800 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 32705 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 63832 | DirectExpenseSummaryEvents |
| Net Income Summary | -32501 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CONSTANCE WOLF | NamePerson |
| Base Compensation Filing Org | 189192 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 20356 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 3000 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11295 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 223843 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Descretionary spending account | Identifier |
| Return Reference | Schedule J, Part 1, Line 1a: | ReturnReference |
| Explanation | Constance Wolf received an auto allowance in 2009. The amounts are included in compensation reported on Schedule J, Part II, Column B(iii). | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Infrastructure & Economic Dev Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 630304653 | IssuerEIN |
| CUSIP Number | 13033WTL7 | CUSIPNumber |
| Date Issued | 2006-06-29 | DateIssued |
| Issue Price | 47000000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 44533925 | TotalProceeds |
| Issuance Costs From Proceeds | 715658 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 2250000 | WorkingCapitalExpenditures |
| Capital Expenditures | 41568267 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.01520 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.03370 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.04890 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bank of America NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20. | TermOfHedge |
| Gross Proceeds Invested In GIC | true | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS Flexible Agmt Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.58 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | true | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sanford Hartman | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | board of trustees | Relationship |
| Amount Of Transaction | 233549 | AmountOfTransaction |
| Description Of Transaction | Officer of PG&E | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 422262 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Quotation | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Wine | 1 | 4224 | Cost/Selling Price |
| X | books | 1 | 400 | Cost/Selling Price |
| X | food and catering | 1 | 14414 | Cost/Selling Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTIES | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 32B | ReturnReference |
| Explanation | The Museum uses investment brokers to accept and liquidate gifts in the form of securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE | FORM 990, PART III, LINE 4A | THE CONTEMPORARY JEWISH MUSEUM PRESENTS EXHIBITIONS AND PROGRAMS THAT EXPLORE JEWISH ART, CULTURE, HISTORY, AND IDEAS. IN A DYNAMIC SETTING AND FROM A DIVERSITY OF PERSPECTIVES, THE MUSEUM INSPIRES ARTISTIC EXCELLENCE, LEARNING, AND SCHOLARSHIP. IT ENGAGES AND SUSTAINS AUDIENCES OF ALL AGES AND BACKGROUNDS THROUGH DIALOGUE AND COLLABORATION. THE CONTEMPORARY JEWISH MUSEUM CELEBRATES THE VITALITY OF CONTEMPORARY SOCIETY AND EXPLORES THE CREATIVITY, TRADITIONS, AND SOCIAL VALUES OF JEWISH LIFE. LIVELY ARTISTIC AND EDUCATIONAL PROGRAMS, CENTERED AROUND ART, MUSIC, DISCUSSIONS AND FILM, INVITE PEOPLE OF ALL AGES, BACKGROUNDS AND INTERESTS TO CONNECT WITH ONE ANOTHER AND GAIN A GREATER UNDERSTANDING OF DIVERSE CULTURES AND THE JEWISH EXPERIENCE. FISCAL YEAR 2010 WAS A SIGNIFICANT PERIOD OF CREATIVITY, SCHOLARSHIP, AND COMMUNITY ENGAGEMENT. THE CJM PRESENTED NINE OUTSTANDING AND CRITICALLY ACCLAIMED EXHIBITIONS, OFFERED HUNDREDS OF EDUCATIONAL PROGRAMS FOR SCHOOL AND FAMILY AUDIENCES, AND ENGAGED TENS OF THOUSANDS OF COMMUNITY MEMBERS THROUGH NUMEROUS PUBLIC PROGRAMS EXPLORING THE VITALITY AND CREATIVITY OF CONTEMPORARY JEWISH LIFE. SINCE OPENING ITS NEW FACILITY, THE MUSEUM HAS BECOME WELL KNOWN THROUGHOUT THE BAY AREA FOR ITS GROUNDBREAKING EXHIBITIONS AND INNOVATIVE EDUCATION PROGRAMS THAT BUILD BRIDGES OF UNDERSTANDING BETWEEN THE JEWISH PEOPLE AND THOSE OF OTHER FAITHS. WITH A FOCUS ON INCREASING THE MUSEUM'S REACH, IMPACT AND NATIONAL REPUTATION, WE WOULD LIKE TO CALL ATTENTION TO SEVERAL MAJOR ACCOMPLISHMENTS OVER THE PAST TWO YEARS INCLUDING: -OUR INAUGURAL EXHIBITION, IN THE BEGINNING: ARTISTS RESPOND TO GENESIS, TRAVELED TO THE YESHIVA UNIVERSITY MUSEUM IN NEW YORK, WHERE IT WAS ON VIEW IN WINTER 2010. -THE CJM'S COMMISSIONED ONE-MAN SHOW BY JOSH KORNBLUTH, ANDY WARHOL: GOOD FOR THE JEWS? HAS BEEN TRAVELING TO NUMEROUS VENUES ACROSS THE COUNTRY WHERE IT CONTINUES TO DRAW FULL AUDIENCES. -THE CJM'S POPULAR MUSIC-BASED EXHIBITION, JEWS ON VINYL, TRAVELED TO THE SKIRBALL CULTURAL CENTER IN LOS ANGELES WHERE IT OPENED IN MAY 2010. -AND AT THIS CURRENT TIME, THE CJM AND THE SMITHSONIAN'S NATIONAL PORTRAIT GALLERY, IN WASHINGTON DC ARE CO-ORGANIZING THE FIRST MAJOR MUSEUM EXHIBITION TO FOCUS ON THE LIFE AND LEGACY OF AMERICAN MODERNIST WRITER, GERTRUDE STEIN. WITH THESE PROJECTS AND OTHERS, THE CJM CONTINUES TO GROW IN PROMINENCE AND IMPORTANCE. SUPPORT FROM A COMMITTED BASE OF FOUNDATIONS, CORPORATIONS AND INDIVIDUALS-TOGETHER WITH THE DIVERSE EXPERTISE AND RESOURCES OF A DEDICATED BOARD OF TRUSTEES-HAS ENABLED THE MUSEUM TO THRIVE, DESPITE THE ECONOMIC CLIMATE THAT HAS IMPACTED NEARLY EVERY NON-PROFIT AND FOR-PROFIT INSTITUTION ALIKE. WE ARE PROUD OF OUR ACCOMPLISHMENTS, AND WE LOOK FORWARD TO THE NEXT FISCAL YEAR. HIGHLIGHTS FROM FISCAL YEAR 2010 -COMPLETED A SECOND YEAR OF PROGRAMMING IN OUR NEW FACILITY, SERVING OVER 125,000 VISITORS. -TRIPLED PARTICIPATION FROM PUBLIC SCHOOLS AND DOUBLED PARTICIPATION FROM JEWISH SCHOOLS BY OFFERING SCHOOL TOURS FOR FREE AND BY PRESENTING CONTENT-RICH EXHIBITIONS LIKE THERE'S A MYSTERY THERE: SENDAK ON SENDAK AND REINVENTING RITUAL: CONTEMPORARY ART AND DESIGN FOR JEWISH LIFE. -BECAME THE FIRST MUSEUM EVER TO COMMISSION A SCRIBE TO WRITE OUT THE ENTIRE TEXT OF THE TORAH AS PART OF THE EXHIBITION, AS IT IS WRITTEN: PROJECT 304,805. WHEN THE SCRIBE, JULIE SELZER, FINISHES THE PROJECT, SHE WILL BECOME THE SECOND KNOWN FEMALE SCRIBE TO COMPLETE A TORAH. -PRESENTED THE FIRST BAY AREA PERFORMANCE OF ISRAEL'S NATIONAL THEATER COMPANY, HABIMA, IN A PLAYFUL ADAPTATION OF THE DYBBUK. ALL FOUR PERFORMANCES-IN HEBREW WITH ENGLISH SUBTITLES-WERE SOLD-OUT, AND THE PRODUCTION RECEIVED HIGH PRAISE FROM LOCAL MEDIA. -PRESENTED THREE PHENOMENAL TARGET FAMILY DAYS FEATURING FREE ADMISSION AND FAMILY-FRIENDLY ACTIVITIES AND ENTERTAINMENT THROUGHOUT THE MUSEUM. THE CJM'S SIGNATURE TARGET FAMILY DAY ON DECEMBER 25 WAS ESPECIALLY POPULAR WITH OVER 3,700 VISITORS. -ESTABLISHED THE CJM'S TRAVELING EXHIBITIONS PROGRAM WITH IN THE BEGINNING TRAVELING TO YESHIVA UNIVERSITY MUSEUM IN NEW YORK LAST WINTER 2010 AND JEWS ON VINYL TRAVELING TO THE SKIRBALL CULTURAL CENTER IN LOS ANGELES IN MAY 2010. -HELD OUR FIRST FAMILY GALA, ATTENDED BY MORE THAN 400 ENTHUSIASTIC CHILDREN, PARENTS AND GRANDPARENTS WHO CELEBRATED MAURICE SENDAK'S BOOK WHERE THE WILD THINGS ARE, THROUGH FANTASTICAL MUSIC PERFORMANCES, DRUMMING LESSONS, HANDS-ON ART, AND MORE. -HOSTED ROCCO LANDESMAN, CHAIRMAN OF THE NATIONAL ENDOWMENT FOR THE ARTS, IN SPRING 2010 AS PART OF HIS "ARTWORKS" TOUR ACROSS THE COUNTRY. -TWO CJM EXHIBITIONS WERE LISTED AMONG THE TOP TEN BAY AREA EXHIBITIONS IN 2009 BY THE SAN FRANCISCO CHRONICLE'S KENNETH BAKER. -ADDED SEVERAL NEW COMMUNITY AND BUSINESS LEADERS TO THE CJM'S BOARD OF TRUSTEES, AND INTRODUCED A NEW BOARD CHAIR, DAVID M. LEVINE AS OF MARCH 2010. OUR OUTGOING CHAIR, ROSELYNE C. SWIG, REMAINS ACTIVELY INVOLVED ON THE MUSEUM'S BOARD OF TRUSTEES. |
| FORM 990 PROVIDED TO GOVERNING BODY BEFORE BEING FILED | PART VI LINE 10 | THE BOARD OF TRUSTEES DELEGATED REVIEW AND APPROVAL OF THE INFORMATION RETURNS TO THE AUDIT & FINANCE COMMITTEES. GRANT THORNTON LLP AND THE ORGANIZATION'S FINANCE STAFF WORK TOGETHER TO GATHER THE REQUIRED TAX INFORMATION NECESSARY TO COMPLETE THE TAX RETURNS. THE INITIAL DRAFT RETURN IS REVIEWED BY GRANT THORNTON AND THE ORGANIZATION'S MANAGEMENT. AFTER THE RETURN IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES ARE REFLECTED ON THE RETURN AND A DRAFT TAX RETURN IS PREPARED. THE AUDIT COMMITTEE REVIEWS THE DRAFT RETURN AND, ONCE SATISFIED WITH THE RETURN, THE AUDIT COMMITTEE RECOMMENDS APPROVAL TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE DRAFT RETURN AND, ONCE SATISFIED WITH THE RETURN APPROVES THE RETURN FOR FILING WITH THE IRS. THE FULL BOARD RECEIVES A FULL COPY OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE IRS. WRITTEN CONFLICT OF INTEREST POLICY PART VI LINE 12C THE MUSEUM HAS A CONFLICT OF INTEREST POLICY THAT COVERS TRUSTEES AND THE PRINCIPAL OFFICERS OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS. THE POLICY PROVIDES FOR A SYSTEMATIC AND ONGOING METHOD OF REQUIRING INDIVIDUALS WHO HAVE DECISION MAKING RESPONSIBILITY TO DISCLOSE AND ADDRESS POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST AND HAVE A DUTY TO UPDATE THE DISCLOSURE FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. EACH TRUSTEE AND PRINCIPAL OFFICER OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY COMPLETES AND SIGNS THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. TO ENSURE THE MUSEUM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING: (A) REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS, OR ACQUISITION OR DE-ACQUISITION OF MUSEUM PROPERTY WITH DISQUALIFIED PERSONS AND INTERESTED DIRECTORS, IF ANY TO ENSURE THAT THE TRANSACTIONS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (B) REVIEW OF PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS, IF ANY, TO ENSURE THAT THE ARRANGEMENTS CONFORM TO THE MUSEUM'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INURNMENT, IMPERMISSIBLE PRIVATE BENEFIT, IN AN EXCESS BENEFIT TRANSACTION, OR IN A SELF-DEALING TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS AS ABOVE PROVIDED, THE MUSEUM MAY, AS NECESSARY, USE OUTSIDE EXPERTS. IF OUTSIDE EXPERTS ARE USED, THEIR USE DOES NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED. FORM 990 PART VI LINE 14 ON MARCH 11, 2010, THE BOARD OF DIRECTORS APPROVED A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. DETERMINING COMPENSATION PART VI LINE 15 FOR CHANGES IN COMPENSATION FOR THE DIRECTOR & CEO AND CHIEF FINANCIAL OFFICER, THE BOARD DELEGATES REVIEW AND APPROVAL TO THE EXECUTIVE COMMITTEE. THIS COMMITTEE COMPARES THE PROPOSED SALARY AND BENEFITS TO SALARIES AND BENEFITS PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR FUNCTIONALLY-COMPARABLE POSITIONS IN THE SAN FRANCISCO BAY AREA. FOR OTHER KEY EMPLOYEES, THE DIRECTOR & CEO CONDUCTS REVIEWS OF COMPARABLE POSITIONS AND APPROVES SALARIES AND BENEFITS. SCHEDULE K DESCRIPTION OF THE PURPOSE OF TAX-EXEMPT BONDS PART I, LINE A, COLUMN F THE PURPOSE OF THE TAX-EXEMPT BONDS IS FOR THE ACQUISITION, REHABILITATION, RENOVATION, CONSTRUCTION AND EQUIPPING OF THE MUSEUM'S MUSEUM AND EDUCATIONAL FACILITIES LOCATED AT 736 MISSION STREET WITHIN THE CITY AND COUNTY OF SAN FRANCISCO, CALIFORNIA (THE "FACILITIES") INCLUDING FURNITURE, FIXTURES AND EQUIPMENT AND DESIGN, ARCHITECTURAL, ENGINEERING, PROJECT MANAGEMENT, PROJECT CONSULTANTS AND OTHER SIMILAR EXPENSES RELATING THERETO. |