Attach to Form 990 or Form 990-EZ.
See separate instructions.| (i) Name of supported organization |
(ii) EIN |
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) |
(iv) Is the organization in col. (i) listed in your governing document? |
(v) Did you notify the organization in col. (i) of your support? |
(vi) Is the organization in col. (i) organized in the U.S.? |
(vii) Amount of support? |
|||
|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 21,974,056 | 16,712,708 | 10,860,412 | 6,391,596 | 9,066,065 | 65,004,837 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3.. | 21,974,056 | 16,712,708 | 10,860,412 | 6,391,596 | 9,066,065 | 65,004,837 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 12,474,438 | |||||
| 6 | Public Support. Subtract line 5 from line 4. | 52,530,399 | |||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 21,974,056 | 16,712,708 | 10,860,412 | 6,391,596 | 9,066,065 | 65,004,837 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 3,115,490 | 1,651,012 | 1,136,197 | 918,707 | 1,295,888 | 8,117,294 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | 4,576 | 3,429 | 0 | 0 | 8,005 | |
| 10 | Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. | ||||||
| 11 | Total support (Add lines 7 through 10). | 73,130,136 | |||||






| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public Support (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) | ||||||
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | ||||||




| Facts And Circumstances Test |
|---|
| Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| PROGRAM SERVICE | FORM 990, PART III, LINE 4A | THE CONTEMPORARY JEWISH MUSEUM (the CJM) 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 2011 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. IN THE THREE YEARS 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 EXHIBITIONS AND PROGRAM ACCOMPLISHMENTS OVER THE PAST YEAR INCLUDING: EXHIBITION HIGHLIGHTS -MAIRA KALMAN: VARIOUS ILLUMINATIONS (OF A CRAZY WORLD) WAS THE FIRST MAJOR EXHIBITION DEDICATED TO THE ISRAELI-BORN ILLUSTRATOR, AUTHOR, AND DESIGNER MAIRA KALMAN, RENOWNED FOR RENDERING THE EPHEMERAL AND PROFOUND WITH GREAT DETAIL AND WIT. THE EXHIBITION INVITED VIEWERS TO STROLL THROUGH THE MIND OF MAIRA KALMAN AND TO OBSERVE HER WAY OF STRUCTURING THE WORLD THAT HER WORK ILLUMINATES. -BLACK SABBATH: THE SECRET MUSICAL HISTORY OF BLACK-JEWISH RELATIONS BASED ON A COMPILATION ALBUM WHICH WAS RELEASED IN SEPTEMBER 2010 BY THE IDELSOHN SOCIETY FOR MUSICAL PRESERVATION, BLACK SABBATH PRESENTED A MUSICAL JOURNEY THROUGH A UNIQUE SLICE OF RECORDING HISTORY. THE EXHIBITION HIGHLIGHTED THE BLACK-JEWISH MUSICAL ENCOUNTER FROM THE 1930S TO THE 1960S. -RECLAIMED: PAINTINGS FROM THE COLLECTION OF JACQUES GOUDSTIKKER COMMEMORATED THE REMARKABLE STORY OF POST-HOLOCAUST RESTITUTION AND THE EXTRAORDINARY LIFE AND LEGACY OF JACQUES GOUDSTIKKER (1897-1940), A PREEMINENT JEWISH ART DEALER IN AMSTERDAM. GOUDSTIKKER'S VAST COLLECTION OF DUTCH OLD MASTER AND NORTHERN EUROPEAN AND ITALIAN RENAISSANCE PAINTINGS WAS ALMOST LOST FOREVER TO THE NAZI PRACTICE OF LOOTING CULTURAL PROPERTIES. THE EXHIBITION EXPLORED THE RICHNESS OF THIS COLLECTION WHILE DETAILING THE PLUNDERING OF THE WORKS AND THE EFFORTS BY GOUDSTIKKER'S FAMILY THAT LED TO THE SUCCESSFUL RECOVERY OF OVER 200 OF THE LOOTED WORKS. -CURIOUS GEORGE SAVES THE DAY: THE ART OF MARGRET AND H.A. REY CURIOUS GEORGE, THE IMPISH MONKEY PROTAGONIST OF MANY ADVENTURES, MAY NEVER HAVE SEEN THE LIGHT OF DAY IF IT WERE NOT FOR THE DETERMINATION AND COURAGE OF HIS CREATORS, THE ILLUSTRATOR H. A. REY (1898-1977) AND HIS WIFE, AUTHOR AND ARTIST MARGRET REY (1906-1996). BORN IN HAMBURG TO JEWISH FAMILIES, THEY LIVED TOGETHER IN PARIS FROM 1936 TO 1940. HOURS BEFORE THE NAZIS MARCHED INTO PARIS IN JUNE 1940, THE REYS FLED ON BICYCLES, CARRYING DRAWINGS FOR THEIR CHILDREN'S STORIES, INCLUDING ONE ABOUT A MISCHIEVOUS MONKEY. IN ALL, THE REYS AUTHORED AND ILLUSTRATED OVER 30 BOOKS, MOST OF THEM FOR CHILDREN, SEVEN STARRING CURIOUS GEORGE. CURIOUS GEORGE SAVES THE DAY FEATURED NEARLY 80 ORIGINAL DRAWINGS, PREPARATORY DUMMY BOOKS, VINTAGE PHOTOGRAPHS, AND DOCUMENTATION RELATED TO THE REYS' ESCAPE FROM NAZI EUROPE. -CHARLOTTE SALOMON: LIFE? OR THEATRE? IN THE EARLY YEARS OF WORLD WAR II, CHARLOTTE SALOMON, A 23-YEAR-OLD JEWISH ARTIST FROM BERLIN, FLED TO THE SOUTH OF FRANCE WHERE SHE SPENT TWO YEARS FEVERISHLY PAINTING THE HISTORY OF HER LIFE. SHE CALLED IT LIFE? OR THEATRE?: A PLAY WITH MUSIC, AN ASTOUNDING BODY OF OVER 1,300 POWERFULLY DRAWN AND EXPRESSIVELY COLORED GOUACHE PAINTINGS, CONCEIVED AS AN AUTOBIOGRAPHICAL OPERETTA ON PAPER, COMPLETE WITH IMAGERY, DIALOGUE, COMMENTARY AND MUSICAL CUES. THE SELECTION OF PAINTINGS FOR THIS EXHIBITION HIGHLIGHTS THE MAIN ACTS OF SALOMON'S SWEEPING NARRATIVE, ALLOWING VISITORS TO APPRECIATE NOT JUST THE INDIVIDUAL STRENGTH OF EACH PIECE BUT ALSO ITS SERIAL NATURE. -ARE WE THERE YET? : 5,000 YEARS OF ANSWERING QUESTIONS WITH QUESTIONS SEARCH AND QUESTIONING ARE AT THE CORE OF THE JEWISH CULTURAL AND SPIRITUAL IDENTITY. ARE WE THERE YET? WAS AN IMMERSIVE SOUND ENVIRONMENT THAT POSED QUESTIONS FROM A VARIETY OF SOURCES, INCLUDING THE TALMUD, LITERATURE, AND POPULAR CULTURE. THE QUESTIONS VARIED BASED ON VISITORS' MOVEMENT THROUGH THE GALLERY. THIS UNIQUE AUDITORY EXPERIENCE THAT THE INSTALLATION GENERATED FOR EACH VISITOR WAS AN EXCITING FIRST, USING NEW ROBOTIC ALGORITHMS AND SOFTWARE THAT ALLOWED CAMERAS TO INSTANTLY ADAPT AND SPATIALIZE AUDIO TO THE MOVEMENTS OF EACH VISITOR. EACH VISIT WAS A MIX OF PLAYFULNESS, POETRY, AND SPIRITUAL JOURNEY. A COMPANION WEBSITE, ARE-WE-THERE-YET.ORG, ALLOWED VISITORS TO SUGGEST QUESTIONS FOR THE EXHIBITION AND TO EXPLORE THE SUGGESTIONS OF OTHERS. -SEEING GERTRUDE STEIN: FIVE STORIES GERTRUDE STEIN (1874-1946), ONE OF THE MOST INFLUENTIAL AMERICAN WRITERS OF THE TWENTIETH CENTURY, IS PERHAPS MOST FAMOUS FOR COINING PHRASES LIKE, "A ROSE IS A ROSE IS A ROSE IS A ROSE," AND "THERE'S NO THERE THERE." BUT STEIN'S INFLUENCE AS A STYLE MAKER, ART COLLECTOR, AND NETWORKER WAS CONSIDERABLE. SEEING GERTRUDE STEIN: FIVE STORIES IS AN ART-FILLED, BIOGRAPHICAL EXPLORATION OF STEIN'S MULTIPLE IDENTITIES AS A LITERARY PIONEER, TRANSATLANTIC MODERNIST, JEWISH-AMERICAN EXPATRIATE, CELEBRITY, ART COLLECTOR, AND MUSE TO ARTISTS OF SEVERAL GENERATIONS. AFTER IT CLOSED AT THE CJM, SEEING GERTRUDE STEIN TRAVELED TO THE SMITHSONIAN'S NATIONAL PORTRAIT GALLERY IN WASHINGTON D.C. |
| EDUCATION AND PUBLIC PROGRAMS HIGHLIGHTS | THE CJM'S EXHIBITIONS ARE INFUSED WITH AND SURROUNDED BY A RANGE OF EDUCATIONAL PROGRAMS THAT FURTHERS OUR MISSION BY PROVIDING LEARNING OPPORTUNITIES FOR SCHOOL CHILDREN, FAMILIES, TEACHERS, AND YOUTH. THIS PAST YEAR THE CJM SAW ENORMOUS GROWTH IN ITS FAMILY PROGRAMS, RESULTING IN A 9% RISE IN FAMILY VISITORS. THE CJM'S ANNUAL FAMILY AUDIENCE IS NOW 17% OF THE OVERALL AUDIENCE. THIS GROWTH IS ATTRIBUTED TO THE CJM'S ONGOING COMMITMENT TO SERVING FAMILIES THROUGH HIGH-PROFILE, FAMILY-FRIENDLY EXHIBITIONS, INCLUDING THE RECENT EXHIBITION CURIOUS GEORGE SAVES THE DAY: THE ART OF MARGRET AND H. A. REY, AND ITS NUMEROUS FAMILY PROGRAMS. IN FY11, PRESCHOOL GALLERY HOUR GREW FROM A SMALL PILOT TO A YEAR-ROUND MONTHLY PROGRAM IN WHICH HUNDREDS OF PRESCHOOL-AGED CHILDREN AND THEIR FAMILIES ARE INVITED INTO THE MUSEUM PRIOR TO THE GENERAL PUBLIC. ART ON THE GO IS ANOTHER FAMILY PROGRAM WHICH WAS PILOTED IN SUMMER AND FALL OF 2010. THIS PROGRAM HAS BEEN BRINGING FREE ART WORKSHOPS TO CHILDREN'S LIBRARIES THROUGHOUT SAN FRANCISCO, AND HAS BEEN SO SUCCESSFUL THAT IT WILL EXPAND INTO NEW NEIGHBORHOODS AND VENUES. FAMILY TOURS WERE INTRODUCED DURING FY11 AND HAVE BECOME A POPULAR WEEKEND OFFERING. AND THE CJM'S SIGNATURE WEEKLY FAMILY PROGRAM, DROP-IN FAMILY ART-MAKING, SAW SUCH A RISE IN ATTENDANCE THAT THE MUSEUM LAUNCHED SCHOOL'S OUT DROP-IN ART-MAKING. WITH THIS NEW PROGRAM, THE CJM'S FREE TWO-HOUR WORKSHOPS ARE NOW OFFERED ON SPECIAL HOLIDAYS, LIKE MARTIN LUTHER KING DAY, WHEN SCHOOL IS OUT. SCHOOL AND TEACHER PROGRAMS CONTINUED TO SEE SUBSTANTIAL GROWTH. IN FY10 WE EXPERIENCED A 100% INCREASE IN TOURS BY PUBLIC AND JEWISH SCHOOLS, AND WE SUSTAINED THAT HIGHER LEVEL IN FY11 WHILE ALSO INCREASING SERVICES FOR TEACHERS. TEACHER WORKSHOPS, WHICH OFFER IN-DEPTH CURRICULUM-BUILDING ACTIVITIES, WERE AT CAPACITY THROUGHOUT THE YEAR, AND SEVERAL REQUIRED REPEATS IN ORDER TO MEET DEMAND. OUR SCHOOL PARTNERS PROGRAM-WHICH OFFERS FOUR ELEMENTARY SCHOOLS SEMESTER-LONG EXHIBITION-BASED CURRICULA-WAS LAUNCHED IN FY11. THE CULMINATION OF THIS PROGRAM DURING ITS PILOT YEAR WAS FOUR FAMILY EVENTS-ONE FOR EACH SCHOOL PARTNER-AT THE CJM. IT WAS GRATIFYING TO SUCCESSFULLY REACH SO MANY FAMILIES FROM DIVERSE BACKGROUNDS, OVER 80% OF WHOM HAD NEVER BEEN TO THE MUSEUM. YOUTH PROGRAMS HAVE CONTINUED TO FLOURISH WITH INCREASED YOUTH MEMBERSHIPS AND INCREASED ATTENDANCE AT THE CJM'S MONTHLY AFTERSCHOOL WORKSHOPS AND EVENTS FOR TEENS. IN ADDITION, PUBLIC PROGRAMS AT THE CJM WERE AS POPULAR AS EVER WITH NUMEROUS SOLD-OUT PERFORMANCES, SCHOLARLY PRESENTATIONS, FILM SCREENINGS, AND SOCIAL NETWORKING OPPORTUNITIES FOR YOUNG ADULTS. 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 2011 -OVER THE PAST 12 MONTHS THE CJM SERVED OVER 116,565 BAY AREA RESIDENTS AND TOURISTS THROUGH EXHIBITIONS, PROGRAMS AND COMMUNITY EVENTS. -THIS PAST YEAR THE CJM MOUNTED 9 EXHIBITIONS EXAMINING JEWISH CULTURE, HISTORY, ART, AND IDEAS. ONE OF THE EXHIBITIONS, OUR STRUGGLE: RESPONDING BY MEIN KAMPF, WAS SINGLED OUT AS ONE OF THE TOP TEN EXHIBITIONS OF 2010 BY THE SAN FRANCISCO CHRONICLE. -OUR GROUNDBREAKING EXHIBITION, AS IT IS WRITTEN: PROJECT 304,805, FOR WHICH A FEMALE SCRIBE WROTE OUT THE ENTIRE TEXT OF THE TORAH WHILE ON VIEW IN THE GALLERY, CULMINATED IN MARCH 2011 WITH THE COMPLETION OF THE TORAH-THE 2ND TORAH KNOWN TO BE WRITTEN BY A WOMAN. THE J. a weekly jewish newspaper DEDICATED AN EDITORIAL TO THE PROJECT AS IT CONCLUDED, CALLING IT "GROUNDBREAKING." -IN MAY 2011, THE CJM OPENED SEEING GERTRUDE STEIN: FIVE STORIES, THE FIRST MAJOR EXHIBITION TO EXPLORE THE LIFE AND IMPACT OF THIS FORMATIVE AMERICAN WRITER AND ART COLLECTOR. THE RESPONSE TO THIS GROUNDBREAKING EXHIBITION HAS BEEN EXTRAORDINARY, WITH MAJOR PRESS COVERAGE BY THE NEW YORK TIMES AND PBS NEWS HOUR, AND RECORD-BREAKING ATTENDANCE. -THE MUSEUM'S FAMILY AUDIENCE GREW BY 9% IN FY 11, A RESULT OF THE CJM'S ONGOING COMMITMENT TO FEATURING HIGH-PROFILE FAMILY EXHIBITIONS LIKE CURIOUS GEORGE SAVES THE DAY: THE ART OF MARGRET AND H.A. REY, AND OFFERING FREE FAMILY PROGRAMS THAT PROVIDE RICH OPPORTUNITIES FOR INTERGENERATIONAL LEARNING. OUR FAMILY AUDIENCE NOW REPRESENTS 17% OF OUR OVERALL AUDIENCE. -IN APRIL 2011 BRUCE KELLEY, EDITOR-IN-CHIEF OF SAN FRANCISCO MAGAZINE, LISTED THE CJM AS ONE OF THE TOP TEN HIGH-IMPACT CIVIC PROJECTS OF THE PAST DECADE IN SAN FRANCISCO, CALLING IT "ONE OF AMERICA'S BEST SCULPTURES." -SFGATE.COM'S "2010 BEST OF THE BAY LIST" ANNOUNCED THE CJM AS THE #2 "BEST MUSEUM" IN THE BAY AREA. -FROM FALL 2010 THROUGH SPRING 2011 THE CJM PILOTED A NEW SCHOOL PARTNERS PROGRAM, WHICH PROVIDES MULTI-SESSION EXHIBITION-BASED CURRICULA FOR JEWISH AND PUBLIC SCHOOLS. THE PROGRAM HAS BEEN WELL RECEIVED BY SCHOOLS AND WILL CONTINUE IN EXPANDED FORM IN FY12. -IN MARCH 2011 THE CJM LAUNCHED A CAMPAIGN TO INCREASE ITS BRAND NATIONALLY AND IN THE BAY AREA THROUGH ITS FACEBOOK FAN PAGE. IN A LITTLE MORE THAN FIVE WEEKS, THE NUMBER OF FANS ROSE FROM 1,770 TO NEARLY 7,000. -OUR BIANNUAL TARGET FAMILY DAYS-FEATURING FREE ADMISSION AND FAMILY-FRIENDLY ACTIVITIES AND ENTERTAINMENT THROUGHOUT THE GRAND LOBBY, GALLERIES, AND EDUCATION SPACES-CONTINUED TO DRAW LARGE CROWDS. THE CJM'S SIGNATURE TARGET FAMILY DAY ON DECEMBER 25 WAS AS POPULAR AS EVER WITH 3,720 GUESTS. -TWO NEW MEMBERS WERE ADDED TO THE CJM'S BOARD OF TRUSTEES: ALISON PINCUS, CO-FOUNDER OF ONE KINGS LANE, AND BETH RUBENSTEIN, EXECUTIVE DIRECTOR AND CO-FOUNDER OF OUT OF SITE CENTER FOR YOUTH. -THE CJM IS LED BY A TALENTED AND COMMITTED SENIOR STAFF AND BOARD OF TRUSTEES THAT COMPLEMENT EACH OTHER'S SKILLS, AFFILIATIONS, AND BACKGROUNDS. FY11 WAS THE FIRST FULL YEAR AS BOARD CHAIR FOR DAVID M. LEVINE, WHO TOOK OVER THE POSITION FROM ROSELYNE C. SWIG IN MARCH 2010. MRS. SWIG HAS REMAINED ACTIVELY INVOLVED ON THE BOARD'S EXECUTIVE COMMITTEE AS THE CHAIR EMERITUS. MR. LEVINE'S FIRST FULL YEAR WAS VERY PRODUCTIVE. UNDER HIS LEADERSHIP, THE BOARD DEVELOPED A NEW FIVE-YEAR STRATEGIC PLAN, BALANCED THE MUSEUM'S BUDGET, AND WELCOMED SEVERAL NEW TRUSTEES WITH A DIVERSITY OF PROFESSIONAL SKILLS AND AFFILIATIONS. | |
| FORM 990 PROVIDED TO GOVERNING BODY BEFORE BEING FILED | PART VI LINE 11B | 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 INUREMENT, 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. 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. DOCUMENTS FOR PUBLIC INSPECTION PART VI LINE 19 The Museum makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |
| Other Changes in net assets | PART XI LINE 5 | Net Unrealized gains on investments $5,186,901 Pledge write-offs (798,284) ---------------------------------------------------- Total 4,388,617 SCHEDULE K DESCRIPTION OF THE PURPOSE OF TAX-EXEMPT BONDS SCH K, 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. |
| Software ID: | |
| Software Version: |