2024-11-06T17:29:41-06:00 2024-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2023-07-01 330717157 LAGUNA ART MUSEUM LAGU 9494948971 307 CLIFF DRIVE LAGUNA BEACH CA 92651 JULIE PERLIN LEE EXECUTIVE DIRECTOR 9494948971 2024-11-06 1 0 JULIE INCORVINA CPA CFE P00434320 9497531514 2023 2024-10-15 13:58:12Z JULIE PERLIN LEE 307 CLIFF DRIVE LAGUNA BEACH CA 92651 3776011 0 X LAGUNAARTMUSEUM.ORG X 1996 CA LAGUNA ART MUSEUM EXISTS TO ENLIGHTEN AND ENGAGE PEOPLE OF ALL AGES THROUGH ART THAT EMBODIES AND PRESERVES THE CALIFORNIA EXPERIENCE. 21 20 37 70 0 0 2198290 2142352 518809 553170 151601 142552 736803 434256 3605503 3272330 0 0 0 0 1029729 1343048 0 0 204620 1757987 1867234 2787716 3210282 817787 62048 6728751 7247754 263084 498178 6465667 6749576 X THE MUSEUM'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE THE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICN CULTURE THROUGH COLLECT, EXHIBITION, RESEARCH, AND INSTRUCTION. THE FOCUS OF THE ORGANIZATION COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKS FROM THE 19TH, 20TH AND 21ST CENTURIES. 0 0 1954933 553170 THE MUSEUM IS A NONPROFIT CALIFORNIA CORPORATION INCORPORATED ON JULY 22, 1996. AS AN AMERICAN ART MUSEUM WITH A SPECIAL FOCUS ON THE ART OF CALIFORNIA, ITS PURPOSE IS TO PROMOTE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. THE FOCUS OF THE MUSEUM COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKDS FROM THE 19TH AND 20TH CENTURIES WITH AN EMPHASIS OF THE 20TH CENTURY. 1954933 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 CA X X CAPATA 9493640334 28202 CABOT RD SUITE 525 LAGUNA NIGUEL CA 92677 EMIL MONDA TREASURER 1.00 X X 0 0 0 LITA ALBUQUERQUE EX-OFFICIO 1.00 X 0 0 0 RICK BALZAR BOARD MEMBER 1.00 X 0 0 0 ROBERT CHAPMAN EX-OFFICIO 1.00 X 0 0 0 KEITH COLESTOCK BOARD MEMBER 1.00 X 0 0 0 BETSY JENKINS BOARD MEMBER 1.00 X 0 0 0 GREG MACGILLIVRAY BOARD MEMBER 1.00 X 0 0 0 CARLA MEBERG BOARD MEMBER 1.00 X 0 0 0 TIARE MEEGAN SECRETARY 1.00 X 0 0 0 KRISTIN SAMUELIAN BOARD MEMBER 1.00 X X 0 0 0 STEVEN SAMUELIAN BOARD MEMBER 1.00 X 0 0 0 BOB WHALEN EX-OFFICIO 1.00 X 0 0 0 MIKE JOHNSON BOARD MEMBER 1.00 X 0 0 0 SUSAN PICKLE EX-OFFICIO 1.00 X 0 0 0 WENDY AIRD BOARD MEMBER 1.00 X 0 0 0 JOE HANAUER CHAIRMAN 1.00 X X 0 0 0 KEN KAPLAN BOARD MEMBER 1.00 X 0 0 0 RICHARD MALCOLM BOARD MEMBER 1.00 X 0 0 0 TOM PAPA BOARD MEMBER 1.00 X 0 0 0 DAVID BRAFF BOARD MEMBER 1.00 X 0 0 0 KATHRYN BURTON GRAY BOARD MEMBER 1.00 X 0 0 0 JULIE PERLIN LEE EXECUTIVE DIRECTOR 40.00 X 198704 0 11144 VICTORIA ZARAGINO GERARD DEPUTY DIRECTOR 40.00 X 105825 0 2750 304529 0 13894 2 0 1 0 0 132375 2009977 1827 2142352 HOTEL ASSESSMENT 721110 303934 303934 ADMISSION 713990 218644 218644 30592 30592 553170 71036 71036 13745 0 13745 13745 13745 509611 438095 71516 71516 71516 371937 24028 347909 347909 102403 41558 60845 60845 OTHER 713990 11757 11757 11757 3272330 782069 0 347909 X 300924 193536 94346 13042 835024 537037 261798 36189 32660 6398 21260 5002 93399 69627 18972 4800 81041 56934 20152 3955 957758 576116 289328 92314 35799 35799 39482 38225 1257 113057 8679 104378 63801 7471 56330 SUPPLIES 147519 137557 9962 ARTIST COMMISSION 80425 80425 STORAGE RENTAL 75834 75834 POSTAGE AND SHIPPING 65398 62116 3282 288161 104978 169664 13519 3210282 1954933 1050729 204620 1443152 1230734 14010 13510 470 11781 3854 65354 4632897 2280741 2372956 2352156 2874372 3242835 19937 331384 6728751 7247754 146966 78799 116118 419379 263084 498178 X 2658019 2916376 3807648 3833200 6465667 6749576 6728751 7247754 62048 205178 16683 0 X 0 1 X 1 0 X 1892241 2099348 1750338 2198290 2142352 10082569 1892241 2099348 1750338 2198290 2142352 10082569 2088313 7994256 48496 32216 45017 73656 71036 270421 10352990 0.77220 0.74350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2877221 100000 355113 -27578 -107970 3196786 2581744 135000 223751 -34332 -28942 2877221 2702339 171671 -208045 -58310 -25911 2581744 1820938 664296 395396 178291 2702339 1536875 347521 35129 98587 1820938 0.93187 0.06813 1 0 780000 780000 1713000 1002380 710620 1360773 703290 657483 682674 526846 155828 96450 48225 48225 2352156 DEFERRED COMPENSATION OBLIGATION 92782 LEASE LIABILITY - OPERATING LEASE 326597 419379 X 3494191 205178 16683 221861 3272330 0 3272330 3210282 0 3210282 0 3210282 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ART OBJECTS PURCHASED OR DONATED TO THE ORGANIZATION ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION'S ART COLLECTION IS MADE UP OF ART OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASED COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNDESIGNATED NET ASSETS WITHOUT DONOR RESTRICTIONS WHEN PURCHASED. CONTRIBUTED COLLECTION ITEMS ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. DEACCESSION PROCEEDS ARE REQUIRED BY THE ORGANIZATION'S POLICY TO BE APPLIED TO THE ACQUISITION OF WORKS OF ART FOR THE PERMANENT COLLECTION. PART III, LINE 4: THE MUSEUM IS A NONPROFIT CALIFORNIA CORPORATION INCORPORATED ON JULY 22, 1996. AS AN AMERICAN ART MUSEUM WITH A SPECIAL FOCUS ON THE ART OF CALIFORNIA, ITS PURPOSE IS TO PROMOTE UNDERSTANDING OF THE ROLE OF ART AND ARTISTS IN AMERICAN CULTURE THROUGH COLLECTION, EXHIBITION, RESEARCH AND INSTRUCTION. THE FOCUS OF THE MUSEUM COLLECTION IS ON THE ART OF CALIFORNIA AND RELATED WORKS FROM THE 19TH AND 20TH CENTURIES WITH AN EMPHASIS ON THE 20TH CENTURY. PART V, LINE 4: THE FUND IS RETAINED IN PERPETUITY. PART X, LINE 2: GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ART AUCTION 371937 371937 24028 0 371937 371937 24028 24028 347909 X 0 0 0 0 0 0 0 0 0 JULIE PERLIN LEE EXECUTIVE DIRECTOR 198704 0 0 0 0 0 0 0 0 0 198704 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEVEN AND KRISTEN SAMUELIAN ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS FORM 990 AND PROVIDES IT TO THE TREASURER AND BOARD CHAIR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND COMPARED WITH PAY RATE DATA FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 576,116. MANAGEMENT AND GENERAL EXPENSES 289,328. FUNDRAISING EXPENSES 92,314. TOTAL EXPENSES 957,758.