2011-05-04T12:58:43-05:00 2010-06-30 Lewis Birch & Ricardo LLC 1401 Court Street Clearwater FL 337566146 990 2009-07-01 592015192 SALVADOR DALI MUSEUM INC SALV 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 CHARLES HENRI HINE III 7278233767 2011-05-03 1 7274463058 2009 2016-02-24 21:20:13Z X CHARLES HENRI HINE III ONE DALI BLVD ST PETERSBURG FL 33701 11239481 0 X WWW.THEDALI.ORG X 1980 FL TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART THROUGH THE EXHIBITION OF WORKS BY 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. 27 27 60 175 0 0 2066845 6401075 2204668 3078991 179450 32283 1021361 1019515 5472324 10531864 0 0 1821256 1829357 0 448517 2096729 1960056 3917985 3789413 1554339 6742451 26937586 35515306 2828921 4576845 24108665 30938461 TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART THROUGH THE EXHIBITION OF WORKS BY 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 2520665 4108028 The Dali Museum is the flagship of cultural tourism on the West Coast of Florida and welcomes 200,000 visitors each year from around the world. Serving the Florida community, 10,000 students are admitted without charge annually. Our education programs produce study guides and web information for students and teachers. Two film series, lectures and concerts supplement the themes of the exhibitions. 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. A new series of small format exhibition catalogs is published to accompany the four new exhibitions mounted each year. The Dali maintains strong partnerships with the community of St. Petersburg, the State of Florida as well as museums and educational institutions globally. As a partner with locally based corporations, the Museum is an engine for economic development in Florida. The Museum will create a new building to protect its collection and welcome its visitors. It is continually adding 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 Dali. 2520665 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 30 0 1 60 1 0 0 0 0 0 0 0 0 0 27 27 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X REBECCA PIERSON 7278233767 ONE DALI BLVD ST PETERSBURG FL 33701 THOMAS A JAMES 2.00 X 0 0 0 BRAD G MORSE 2.00 X 0 0 0 WILLIAM R HOUGH 2.00 X 0 0 0 JAMES W MARTIN 2.00 X 0 0 0 ROBERT L ULRICH 2.00 X 0 0 0 GREGORY R MORSE 2.00 X 0 0 0 ANDREW P CORTY 2.00 X 0 0 0 JANET ROOT 2.00 X 0 0 0 ROBERT H WILLIS JR 2.00 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 DAVID F DYER 2.00 X 0 0 0 JUDY GENSHAFT 2.00 X 0 0 0 KAROL K BULLARD 2.00 X 0 0 0 JAN SHER 2.00 X 0 0 0 ELLIOT WISER 2.00 X 0 0 0 JEAN GILES WITTNER 2.00 X 0 0 0 VINCENT DOLAN 2.00 X 0 0 0 DT MINICH 2.00 X 0 0 0 MARY ANN MORSE 2.00 X 0 0 0 AMB JORGE DEZCALLAR 2.00 X 0 0 0 FRANK MORSANI 2.00 X 0 0 0 COLUMBA BUSH 2.00 X 0 0 0 JEFF 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 CHARLES HENRI HINE III 60.00 X 180577 0 1000 REBECCA PIERSON 40.00 X 59884 0 1000 MARCIA CRAWLEY 40.00 X 119672 0 0 360133 0 2000 2 0 1 0 HC BECK 1902 N HIGHLAND AVE TAMPA FL 33602 GENERAL CONTRACTOR 6049929 HELLMUTH OBATA & KASSABAUM INC ONE TAMPA CITY CTR STE 3000 TAMPA FL 33602 ARCHITECT 166816 PETER EDWARD ARENDT LLC 6012 EL CAMPA AVE FORT WORTH TX 76107 ARCHITECT 134893 3 45726 142950 96797 6115602 1185320 6401075 ADMISSIONS 713990 2061097 2061097 COLLECTION LOAN FEES 713990 972168 972168 MEMBERSHIP DUES 713990 45726 45726 3078991 31612 31612 21049 21049 33940 33940 33940 33940 671 671 671 671 13500 142950 56962 -43462 -43462 1652671 650655 1002016 1002016 MISCELLANEOUS 713990 5972 5972 5972 10531864 4108028 0 22761 236387 29643 135828 70916 1344385 914047 236598 193740 14027 14027 106579 50123 45993 10463 127979 81994 25181 20804 32850 32850 39900 39900 109983 13120 63238 33625 424889 424889 197779 160320 30887 6572 14277 1737 9672 2868 308833 172317 135333 1183 19605 13662 5193 750 3685 3685 112523 109010 2324 1189 74330 74330 EXHIBITS 190440 190440 SECURITY SERVICE 163579 160670 2909 SUPPLIES 125905 30107 95798 EDUCATION & LECTURE PRO 71384 33956 27961 9467 CURATORIAL EXPENSE 8001 7864 137 62093 52436 8515 1142 3789413 2520665 820231 448517 138913 33670 12801291 2100861 1774676 2371146 40257 47114 481610 573992 174857 281336 30164314 2248025 9456075 27916289 1539047 1792758 530860 398140 26937586 35515306 1677572 3056845 651349 1020000 500000 500000 2828921 4576845 X 11148929 28164534 12929736 2743927 30000 30000 24108665 30938461 26937586 35515306 X 0 1 1 X 0 X 8876786 53459163 3243718 2066845 6401075 74047587 140795 140795 140795 140795 140795 703975 9017581 53599958 3384513 2207640 6541870 74751562 50468091 24283471 286426 448608 381960 168160 86601 1371755 941 920 5325 17142 5972 30300 76153617 21605067 0.31890 0.28790 X DUE TO A GENEROUS CONTRIBUTION OF ARTWORK FROM A SINGLE DONOR DURING THE FISCAL YEAR ENDED JUNE 30, 2007, THE ORGANIZATION HAS FAILED TO MEET THE PUBLIC SUPPORT TEST UNDER IRC SEC. 170(b)(1)(A)(vi). THIS CONTRIBUTION ASIDE, THE ORGANIZATION WOULD EXCEED THE 33 1/3% PUBLIC SUPPORT REQUIREMENT.ALTHOUGH THE ORGANIZATION HAS FAILED TO MEET THE PUBLIC SUPPORT TEST UNDER IRC SEC. 170(b)(1)(A)(vi), THE ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST [REG. 1.170A-9(e)(3)].- A HIGH PERCENTAGE OF THE ORGANIZATION'S SUPPORT TYPICALLY COMES FROM GOVERNMENTAL UNITS AND THE GENERAL PUBLIC- THE 10% TEST IS SATISFIED BY SUPPORT FROM GOVERNMENTAL UNITS AND UNRELATED DONORS- THE BOARD OF DIRECTORS REPRESENTS THE BROAD INTEREST OF PUBLIC- THE ORGANIZATION PROVIDES FACILITIES AND SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS- THE ORGANIZATION MAINTAINS DEFINITIVE PROGRAMS FOR ACCOMPLISHING CHARITABLE WORK IN THE COMMUNITY- THE ORGANIZATION HAS RECEIVED SIGNIFICANT FUNDS FROM GOVERNMENTAL AGENCIES TO WHICH IT IS HELD ACCOUNTABLE AS A CONDITION OF THE GRANTS AND CONTRACTS- MEMBERSHIP DUES ARE SOLICITED IN A MANNER DESIGNED TO ENROLL A SUBSTANTIAL NUMBER OF PERSONS THROUGHOUT THE COMMUNITY AND IN A PARTICULAR FIELD OF INTERESTSEE THE ORGANIZATION'S WEBSITE FOR DETAILED DESCRIPTIONS OF EACH OF THE PROGRAMS AND ACTIVITIES OFFERED. A SCHEDULE OF MEMBERSHIP TYPES AND FEES CAN ALSO BE FOUND ON THE WEBSITE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 14723033 5956307 255853 16144232 4790961 19175714 663443 -387509 4728615 14723033 0.42100 0.00630 0.57270 0 0 278143 278143 2841025 2079207 761818 208042 168818 39224 26837104 26837104 27916289 DEPOSIT FROM SALE OF FACILITY 500000 500000 10531864 3789413 6742451 220065 -132720 87345 6829796 10846897 220065 94968 315033 10531864 0 10531864 4017101 227688 227688 3789413 0 3789413 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 SERVE TO EDUCATE THE PUBLIC AND PROMOTE UNDERSTANDING, ENJOYMENT, AND SCHOLARLY EXAMINATION OF ART. Part V, Line 4: Description of Intended Use of Endowment Funds: THE BOARD OF TRUSTEES HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS A GENERAL ENDOWMENT FUND TO SUPPORT THE MISSION OF THE MUSEUM. THE BOARD HAS NOT ADOPTED A SPENDING POLICY CONCERNING THE GENERAL ENDOWMENT FUND. THE OBJECTIVE IS TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL GROWTH THROUGH INVESTMENT RETURN. Part X: Description of Uncertain Tax Positions Under FIN 48: 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 2006 are open for examination. The Museum does not believe it has any unrecognized exposure relating to uncertain tax positions at June 30, 2010. AUSTRALIA 0 0 PROGRAM SERVICE EXHIBITION LOAN 0 0 0 0 Schedule F, Part IV Other Information PART I, LINE 3: A SPECIFIC ART COLLECTION WAS LOANED TO A GALLERY IN AUSTRALIA. THERE ARE NO EXPENDITURES RELATED TO THE LOAN IN THIS REGION. ANNIVERSARY BENEFIT DINNER 156450 142950 13500 30897 1000 25065 156450 142950 13500 30897 1000 25065 56962 -43462 X X X 0 0 0 0 0 0 0 0 0 CHARLES HENRI HINE III 147013 0 33564 0 0 0 1000 0 0 0 181577 0 0 0 JAMES W MARTIN TRUSTEE 21146 THE MUSEUM ENGAGES THE SERVICES OF THE LAW FIRM OWNED BY THE TRUSTEE. 0 X 2 0 SEE PART II X 4 1185320 STOCK QUOTE 1 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. TRUSTEES BRAD G. MORSE AND GREGORY R. MORSE ARE FATHER AND SON. Form 990, Part VI, Section A, line 4 THE MUSEUM'S BY-LAWS WERE AMENDED MAY 26,2010. ARTICLE XIII WAS ADDED TO ADDRESS THE ROLE, OVERSIGHT, AND COORDINATION OF INDIVIDUAL AND SUPPORT GROUP VOLUNTEERS WITHIN THE ORGANIZATION. Form 990, Part VI, Section B, line 11 THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR, AND FINANCE COMMITTEE. Form 990, Part VI, Section B, line 12c THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT CONFLICTS BE DISCLOSED IMMEDIATELY UPON DISCOVERY. COMPLIANCE IS CONSISTENTLY MONITORED AND REVIEWED ON AN ANNUAL BASIS BY THE AUDIT COMMITTEE. Form 990, Part VI, Section B, line 15 THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING EMPLOYMENT CONTRACTS AND COMPENSATION LEVELS FOR THE ORGANIZATION'S 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. 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 XI, LINE 2C: THE FINANCE COMMITTEE 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 COMMITTEE MEETS QUARTERLY TO REVIEW INTERNAL FINANCIAL STATEMENTS, BUDGETS, AND FORECASTS IN PREPARATION FOR THE AUDIT. FORM 990, PART V, LINES 2A & 2B: THE MUSEUM USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). ALL EMPLOYEE AND PAYROLL RELATED REPORTS ARE FILED UNDER THE PEO. FOR THE 2009 CALENDAR YEAR 60 W-2S WERE FILED BY THE PEO ON BEHALF OF THE MUSEUM.