2024-05-15T11:46:56-05:00 2023-06-30 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2022-07-01 910697444 TACOMA ART MUSEUM TACO 2532724258 1701 PACIFIC AVENUE TACOMA WA 98402 ANDY MAUS EXECUTIVE DIRECTOR 2532724258 2024-05-15 1 ANDY MAUS 999009999 0 ZOE JOENS CPA P02389255 2066288990 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDY MAUS 1701 PACIFIC AVENUE TACOMA WA 98402 24178892 0 X WWW.TACOMAARTMUSEUM.ORG X 1935 WA TACOMA ART MUSEUM'S MISSION IS TO TRANSFORM OUR COMMUNITIES BY SHARING ART THAT INSPIRES BROADER, PERSPECTIVES. TAM SERVES OUR COMMUNITY THROUGH OUR COLLECTIONS, DYNAMIC EXHIBITION PROGRAMMING, AND EDUCATION PROGRAMMING, INCLUDING FREE COMMUNITY FESTIVALS AND PUBLIC TALKS. 26 26 66 43 0 0 3575982 2786321 208165 240223 4025622 -2039993 298893 282958 8108662 1269509 0 0 0 0 3033495 2809647 159922 42000 791377 3849731 3387712 7043148 6239359 1065514 -4969850 66150691 58931631 6956758 273027 59193933 58658604 X TACOMA ART MUSEUM'S MISSION IS TO TRANSFORM OUR COMMUNITIES BY SHARING ART THAT INSPIRES BROADER, PERSPECTIVES. TAM SERVES OUR COMMUNITY THROUGH OUR COLLECTIONS, DYNAMIC EXHIBITION PROGRAMMING, AND EDUCATION PROGRAMMING, INCLUDING FREE COMMUNITY FESTIVALS AND PUBLIC TALKS. 0 0 1746938 123240 TAM'S EXHIBITION AND CURATORIAL DEPARTMENT ARE WHAT MAKES A MUSEUM A MUSEUM. THEIR ART EXPERTISE AND KNOWLEDGE ALLOWS THEM TO CURATE EXHIBITIONS FOR THE MUSEUM VISITORS TO ENJOY. THEY ALSO HELP PLAN PROGRAMMING AND REACH OUT TO THE COMMUNITY TO SEE HOW THEY CAN REPRESENT THEIR NEEDS IN THE MUSEUM THROUGH ART. 1117892 107039 VISITOR SERVICES, STORE, AND CAFE EMPLOYEES ARE OUR FRONT OF LINE WORKERS WHO ARE KNOWLEDGEABLE IN THE CURRENT EVENTS OF THE MUSEUM. THEY ARE ALSO FLEXIBLE TO MUSEUM EVENTS AND ARE ABLE TO WORK ON ANY MUSEUM PROGRAMMING AND ANY MUSEUM FUNCTION. THE STORE HAS MERCHANDISE AND CONSIGNMENTS FROM LOCAL ARTISTS WHILE THE CAFE SERVES GOOD FOOD. WITHOUT OUR VISITOR SERVICES WORKERS, THE MUSEUM WOULD NOT BE ABLE TO FUNCTION. THEY ARE THE BACKBONE OF THE MUSEUM. 395560 9944 TAM'S EDUCATION TEAM INTERACTS WITH THE LOCAL COMMUNITY AND INSPIRES THE YOUTH THAT COME THROUGH THE MUSEUM. THEY ARE ABLE TO CONNECT WITH THE YOUTH DURING THE NEIGHBORHOOD NIGHTS AT TAM, AT LOCAL TACOMA FESTIVALS SUCH AS PRIDE OR IN THE SPIRIT, OR THROUGH TOURS IN THE MUSEUM. THEY ARE ABLE TO CREATE A COMMUNITY WITH THEIR PROGRAMMING AND PRESENCE. 364531 MARKETING 364531 3624921 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 61 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X NICOLE CURTIS 2532724258 1701 PACIFIC AVENUE TACOMA WA 98402 JEFF WILLIAMS PRESIDENT 2.00 X X 0 0 0 PAMELA TRANSUE VICE PRESIDENT 2.00 X X 0 0 0 DONA PONEPINTO VICE PRESIDENT 2.00 X X 0 0 0 JACQUELINE JUSTICE SECRETARY 2.00 X X 0 0 0 HOAN TRAN TREASURER 2.00 X X 0 0 0 CONNIE WILLIS PAST PRESIDENT 2.00 X X 0 0 0 BERNAL BACA TRUSTEE 2.00 X 0 0 0 MATTHEW BERGMAN TRUSTEE 2.00 X 0 0 0 ISIAAH CRAWFORD TRUSTEE 2.00 X 0 0 0 KLAIR ETHRIDGE TRUSTEE 2.00 X 0 0 0 MEAGAN FOLEY TRUSTEE 2.00 X 0 0 0 ADDISON GREGORY TRUSTEE 2.00 X 0 0 0 JAIME HARMAN TRUSTEE 2.00 X 0 0 0 ANNIE KILCUP TRUSTEE 2.00 X 0 0 0 LISA MANSFIELD TRUSTEE 2.00 X 0 0 0 MICHAEL MARTINEZ TRUSTEE 2.00 X 0 0 0 ALI MODARRES TRUSTEE 2.00 X 0 0 0 GARY OWEN TRUSTEE 2.00 X 0 0 0 NEEL PARIKH TRUSTEE 2.00 X 0 0 0 KIM PARRIS TRUSTEE 2.00 X 0 0 0 BETH PERROW TRUSTEE 2.00 X 0 0 0 SHAUN PETERSON TRUSTEE 2.00 X 0 0 0 MOLLY REGIMBAL TRUSTEE 2.00 X 0 0 0 MANNY SANTIAGO TRUSTEE 2.00 X 0 0 0 CHRIS SPADAFORE TRUSTEE 2.00 X 0 0 0 LISA SHARP TRUSTEE 2.00 X 0 0 0 DAVID SETFORD EXECUTIVE DIRECTOR (FORMER) 40.00 X 192980 0 9711 JONATHAN SMITH DIRECTOR OF FINANCE (FORMER) 40.00 X 42425 0 3672 HELEN MCGOVERN INTERIM EXECUTIVE DIRECTOR 40.00 X 1875 0 0 GARY WORTZEL DIRECTOR OF FINANCE 40.00 X 35147 0 1283 SHANNON ROLBIECKI DIRECTOR OF DEVELOPMENT 40.00 X 146332 0 8999 418759 0 23665 2 0 1 0 ALFORD GROUP 100 N LA SALLE ST STE 910 CHICAGO IL 60602 FUNDRAISING CONSULTANT 105089 1 226408 387250 2172663 100612 2786321 ADMISSIONS AND TOURS 712110 133244 133244 FACILITIES RENTAL 712110 69578 69578 OTHER PROGRAM INCOME 712110 37401 37401 240223 667271 667271 105 105 20101679 240 22809183 0 -2707504 240 -2707264 -2707264 97585 226408 62637 34948 34948 285468 37563 247905 247905 1269509 240223 0 -1757035 X 310165 46308 186051 77806 2066368 1376955 371119 318294 11555 6564 3498 1493 195742 109322 58018 28402 225817 119226 73236 33355 15238 15238 34610 34610 42000 42000 89871 89871 681471 564689 116782 57227 57227 132394 95156 28734 8504 28583 28583 299242 174022 125220 27491 19045 7935 511 108412 108412 1299170 755526 543644 123401 90959 32442 BAD DEBT 278594 278594 CATERING 63099 61406 1693 ACQUISITION OF ART 41350 41350 DUES AND SUBSCRIPTIONS 37068 27336 8701 1031 70491 51247 17857 1387 6239359 3624921 1823061 791377 307175 330074 1395996 1652725 5716 12295 140701 133726 90912 125788 49196750 16526267 33947069 32670483 28931961 22452262 1331161 1554278 66150691 58931631 221470 203817 85288 69210 6650000 6956758 273027 X 37000768 34924710 22193165 23733894 59193933 58658604 66150691 58931631 -4969850 4434521 0 X 0 1 X 1 0 X 2626882 1701356 3238397 3478454 2786321 13831410 2626882 1701356 3238397 3478454 2786321 13831410 393560 13437850 1146181 1073304 1648335 524359 667376 5059555 2040 2040 18893005 3303244 0.71130 0.67920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 1 28930139 315000 1787843 10160160 20872822 34993661 396481 -4946139 1513864 28930139 29145908 7406797 1476532 82512 34993661 30602328 150000 -145873 1379134 81413 29145908 27215280 4100000 957830 1585654 85128 30602328 0.09160 0.90840 0 1 1 1843594 1843594 44342912 14397955 29944957 3010244 2128312 881932 32670483 5784952 4434521 70593 100200 4605314 1179638 89871 89871 1269509 6320281 70593 100200 170793 6149488 89871 89871 6239359 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 62,637. COGS 37,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS 37,563. SPECIAL EVENT EXPENSES 62,637. X X X X X X X 1 THE ALFORD GROUP 100 N LASALLE ST STE 910 CHICAGO IL 98203 CAMPAIGN 0 612606 42000 570606 612606 42000 570606 WA GALA 323993 226408 97585 4573 62 58002 323993 226408 97585 4573 62 58002 62637 34948 X X 0 0 0 0 0 0 0 1 0 DAVID SETFORD EXECUTIVE DIRECTOR (FORMER) 147496 0 45484 0 0 0 2329 0 7382 0 202691 0 0 0 SHANNON ROLBIECKI DIRECTOR OF DEVELOPMENT 146332 0 0 0 0 0 1195 0 7804 0 155331 0 0 0 PART I, LINE 7 THE APPROVAL AND AMOUNT OF THE EXECUTIVE DIRECTOR'S ANNUAL BONUS IS AT THE DISCRETION OF THE BOARD OF TRUSTEES. THIS BONUS IS NOT CONTINGENT ON ITS OWN OR A RELATED ORGANIZATION'S REVENUE OR NET EARNINGS. X 9 100612 FMV 3 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. PART I, LINE 33: TAM DOES NOT CAPITALIZE ITS COLLECTION, NOR DOES IT RECOGNIZE CONTRIBUTIONS OF COLLECTION ITEMS AS CONTRIBUTION REVENUE. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES CONNIE WILLIS AND MICHAEL MARTINEZ HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN EXTERNAL TAX PREPARER AND SUBSEQUENTLY REVIEWED BY THE FINANCE COMMITTEE. AN ELECTRONIC VERSION OF THE FORM 990 IS THEN SENT TO THE FULL BOARD PRIOR TO THE SIGNING AND SUBMISSION OF THE RETURN TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO THE FOLLOWING PERSONS: TRUSTEES, OFFICERS OF AFFILIATE GROUPS, NON-TRUSTEE COMMITTEE MEMBERS, AND ALL SENIOR MANAGEMENT, A DETERMINATION AS TO WHETHER CONFLICT OF INTEREST MAY OCCUR IS DECIDED BY THE BOARD OR AN APPLICABLE ORGANIZATION COMMITTEE. ALL APPLICABLE PARTIES MUST DISCLOSE ALL CURRENT AND POTENTIAL CONFLICTS OF INTEREST BY COMPLETING AND SUBMITTING A DISCLOSURE STATEMENT NO LATER THAN SEPTEMBER 30TH OF EACH YEAR. DISCLOSURE STATEMENTS ARE REVIEWED BY OFFICERS OF THE BOARD AND THE ORGANIZATIONS AUDITORS, IF MATTERS COME UNDER CONSIDERATION IN THE COURSE OF THE ORGANIZATION BUSINESS, THE PERSON INVOLVED MUST PROMPTLY DISCLOSE ANY CONFLICT FOR THE WRITTEN RECORD TO THE BOARD PRESIDENT. IF A CONFLICT OF INTEREST IS DETERMINED, THE PERSON INVOLVED WILL BE RESTRICTED FROM VOTING ON THE MATTER IN QUESTION. TRUSTEES, COMMUNITY MEMBERS, AND KEY STAFF SHALL ANNUALLY SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE REVIEWED AND COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR POSITION. COMPENSATION RANGE IS BASED ON COMPARABLE ORGANIZATIONS, REGION, ANNUAL BUDGET, AND THE ANNUAL AAMD SALARY SURVEY. ONCE DETERMINED, THE EXECUTIVE DIRECTOR'S COMPENSATION IS THEN APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR'S POSITION'S SALARY WAS LAST REVIEWED IN JUNE OF 2023. DOCUMENTATION OF COMPENSATION DISCUSSIONS ARE RECORDED WITHIN THE EXECUTIVE DIRECTOR'S ANNUAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE YEAR END FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. CONFLICT OF INTEREST POLICIES AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 564,689. MANAGEMENT AND GENERAL EXPENSES 116,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 681,471. TACOMA ART MUSEUM ENDOWMENT TRUST 1701 PACIFIC AVE TACOMA WA 98402 DISTRIBUTE EARNINGS WA 501(5)(3) LINE 11 TACOMA ART MUSEUM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 TACOMA ART MUSEUM ENDOWMENT TRUST S 50115 ANNUAL EARNINGS