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Nonprofiteer
← SAN JOSE MUSEUM OF ART ASSOCIATION

Form 990 for tax year 2023

Filed by SAN JOSE MUSEUM OF ART ASSOCIATION.

Totals

Total revenue
$6,545,221
Total expenses
$6,450,686
Contributions and grants received
$5,456,496
Grants paid
$0
Program service revenue
$528,560
Investment income
$954,365
Other revenue
-$394,200
Total assets, end of year
$16,848,908
Total liabilities, end of year
$725,474
Net assets or fund balances, end of year
$16,123,434
Program services expenses (Part IX)
$5,009,348
Management and general expenses
$762,748
Fundraising expenses
$678,590
Program service expenses (Part III)
$5,009,348

Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $166,166

  • 1c · Fundraising events

    $839,505

  • 1e · Government grants (contributions)

    $910,093

  • 1f · All other contributions, gifts and grants

    $3,540,732

  • 1g · Noncash contributions included above

    $205,354

  • 2a · Program service revenue: PUBLIC PROGRAMS

    total $496,053 · related or exempt $496,053

  • 2b · Program service revenue: ART CLASS TUITION

    total $30,507 · related or exempt $30,507

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $2,000 · related or exempt $2,000

  • 3 · Investment income

    total $110,711 · excluded $110,711

  • 6a · Gross rents

    real property $51,185

  • 6b · Less rental expenses

    real property $97,037

  • 6c · Rental income or loss

    real property -$45,852

  • 6d · Net rental income or loss

    total -$45,852 · excluded -$45,852

  • 7a · Gross sales of assets other than inventory

    securities $1,329,985

  • 7b · Less cost or other basis and sales expenses

    securities $486,331

  • 7c · Gain or loss

    securities $843,654

  • 7d · Net gain or loss

    total $843,654 · excluded $843,654

  • 8a · Fundraising events: gross income

    $71,100

  • 8a · Fundraising events: contributions included on line 1c

    $839,505

  • 8b · Fundraising events: direct expenses

    $509,117

  • 8c · Net income from fundraising events

    total -$438,017 · excluded -$438,017

  • 10a · Gross sales of inventory

    $144,893

  • 10b · Cost of goods sold

    $70,996

  • 10c · Net income from sales of inventory

    total $73,897 · related or exempt $53,639 · unrelated business $20,258

  • 11a · Other revenue: OTHER INCOME

    total $15,772 · related or exempt $15,772

  • 11e · Other revenue, total

    $15,772

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $392,827 · program services $255,337 · management and general $39,283 · fundraising $98,207

  • 7 · Other salaries and wages

    total $2,707,366 · program services $2,124,161 · management and general $221,969 · fundraising $361,236

  • 8 · Pension plan contributions

    total $107,760 · program services $85,825 · management and general $3,071 · fundraising $18,864

  • 9 · Other employee benefits

    total $162,821 · program services $131,791 · management and general $5,054 · fundraising $25,976

  • 10 · Payroll taxes

    total $232,370 · program services $182,994 · management and general $9,156 · fundraising $40,220

  • 11b · Fees: legal

    total $3,880 · management and general $3,880

  • 11c · Fees: accounting

    total $46,900 · management and general $46,900

  • 11f · Fees: investment management

    total $50,086 · management and general $50,086

  • 11g · Fees: other

    total $708,092 · program services $515,270 · management and general $173,739 · fundraising $19,083

  • 12 · Advertising and promotion

    total $108,934 · program services $103,285 · management and general $4,337 · fundraising $1,312

  • 13 · Office expenses

    total $439,759 · program services $396,004 · management and general $9,163 · fundraising $34,592

  • 14 · Information technology

    total $181,821 · program services $97,936 · management and general $45,995 · fundraising $37,890

  • 16 · Occupancy

    total $28,233 · program services $19,531 · management and general $5,087 · fundraising $3,615

  • 17 · Travel

    total $58,241 · program services $33,553 · management and general $22,010 · fundraising $2,678

  • 19 · Conferences, conventions and meetings

    total $8,353 · program services $2,527 · management and general $4,572 · fundraising $1,254

  • 23 · Insurance

    total $67,094 · program services $62,946 · management and general $1,901 · fundraising $2,247

  • 24a · Other expenses: PURCH. ART COLLECTION

    total $654,419 · program services $654,419

  • 24b · Other expenses: MATERIALS

    total $79,350 · program services $78,676 · management and general $278 · fundraising $396

  • 24c · Other expenses: EQUIPMENT EXPENSES

    total $72,142 · program services $57,079 · management and general $8,832 · fundraising $6,231

  • 24d · Other expenses: EXHIBITION COSTS

    total $69,592 · program services $69,479 · fundraising $113

  • 24e · All other expenses

    total $270,646 · program services $138,535 · management and general $107,435 · fundraising $24,676

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $191,474 · end of year $411,380

  • 2 · Savings and temporary cash investments

    beginning of year $3,401,156 · end of year $2,212,901

  • 3 · Pledges and grants receivable

    beginning of year $870,843 · end of year $1,718,653

  • 4 · Accounts receivable

    beginning of year $55,920 · end of year $99,742

  • 8 · Inventories for sale or use

    beginning of year $59,340 · end of year $81,408

  • 9 · Prepaid expenses and deferred charges

    beginning of year $165,341 · end of year $164,420

  • 10a · Land, buildings and equipment: cost or other basis

    $1,710,296

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,710,296

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $11,429,609 · end of year $12,160,404

  • 17 · Accounts payable and accrued expenses

    beginning of year $498,266 · end of year $638,173

  • 19 · Deferred revenue

    beginning of year $90,656 · end of year $87,301

  • 27 · Net assets without donor restrictions

    beginning of year $2,031,498 · end of year $2,121,225

  • 28 · Net assets with donor restrictions

    beginning of year $13,553,263 · end of year $14,002,209

Mission and programs · 2023

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

NURTURE EMPATHY AND CONNECTION BY ENGAGING COMMUNITIES WITH SOCIALLY RELEVANT CONTEMPORARY ART

  • EXHIBITIONS AND PROGRAMS:A DOWNTOWN ANCHOR INSTITUTION, THE SAN JOSE MUSEUM OF ART (SJMA) IS THE PREMIER MODERN AND CONTEMPORARY ART MUSEUM IN SILICON VALLEY. ITS DYNAMIC PROGRAM, WHICH BALANCES SOCIALLY RELEVANT TRAVELING EXHIBITIONS WITH CRITICALLY ENGAGING SHOWS DRAWN FROM A COLLECTION OF 2,700+ WORKS, RESONATES WITH DEFINING CHARACTERISTICS OF SAN JOSE AND THE SILICON VALLEY FROM ITS RICH DIVERSITY TO ITS HALLMARK INNOVATIVE ETHOS.(SEE SCHEDULE O FOR CONTINUATION)

    Expenses $3,561,662 · Revenue $513,825

  • EDUCATION:SJMA'S EXTENSIVE ON AND OFF-SITE EDUCATION PROGRAMS FILL MULTIPLE GAPS IN LOCAL K-12 ARTS EDUCATION ON-SITE AND VIRTUAL PROGRAMS INCLUDE A ROBUST MUSEUM FIELD TRIP PROGRAM; FAMILY PROGRAMMING, INCLUDING THREE FREE COMMUNITY DAYS THAT ATTRACT OVER 2,500 PEOPLE ANNUALLY; AND A POPULAR KIDS SUMMER ART CAMP INSPIRED BY EXHIBITIONS ON VIEW. ONE-WEEK SUMMER CAMP SCHOLARSHIPS ARE OFFERED TO AT-RISK CHILDREN AND YOUTH BASED IN SAN JOSE SCHOOLS.(SEE SCHEDULE O FOR CONTINUATION)

    Expenses $1,286,350 · Revenue $30,507

  • MUSEUM STORE:THE MUSEUM STORE IS LOCATED OFF THE MAIN LOBBY OF SJMA AND ONLINE AT HTTPS://SJMA-ONLINE-STORE.MYSHOPIFY.COM/. THIS ACTIVE GIFT SHOP CARRIES MISSION-RELATED PRODUCTS THAT ARE EDUCATIONAL, FOSTER CREATIVITY AND ENCOURAGE DEEPER KNOWLEDGE OF ART AND CULTURE. THE MUSEUM STORE ALSO FEATURES CUSTOM PRODUCTS BY AREA ARTISTS AND CRAFTSMEN AS WELL AS MERCHANDISE RELEVANT TO EACH CURRENT SEASON OF EXHIBITIONS. THE STORE IS STAFFED BY MUSEUM EMPLOYEES AS WELL AS AN ACTIVE CONTINGENT OF LONGTIME VOLUNTEERS.

    Expenses $161,336 · Revenue $53,639

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tammy Kiely

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.51

  • Wanda Kownacki

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.21

  • Robert Lindo

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.31

  • Hildy Shandell

    TREASURER

    Total calculated
    $0
    Hours/week
    0.28

  • Lorri Kershner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.19

  • Nadia Ahmad

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.28

  • Peter Cross

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Glenda Dorchak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Anneke Dury

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.17

  • Bill Faulkner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.24

  • Toby Fernald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.22

  • Tad Freese

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Chandra Gnanasambandam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.04

  • Cole Harrell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.18

  • Richard A Karp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Daniel Le

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.12

  • Kimberly Lin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Peter W Lipman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.29

  • Ranu Mukherjee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.11

  • Yvonne Nevens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.53

  • Sarah North

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.16

  • Gayla Wood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.32

  • Susan Sayre Batton

    EXECUTIVE DIRECTOR

    Total calculated
    $263,760
    From this org
    $242,917
    From related orgs
    $0
    Other
    $20,843
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $242,917
    Bonus
    $0
    Other
    $0
    Deferred
    $12,535
    Nontaxable benefits
    $8,308
    Filer's total
    $263,760

  • Brian Spang

    CHIEF FINANCIAL OFFICER

    Total calculated
    $129,067
    From this org
    $122,000
    From related orgs
    $0
    Other
    $7,067
    Hours/week
    37.5

  • Lauren Elena Schell Dickens

    CHIEF CURATOR

    Total calculated
    $115,999
    From this org
    $110,000
    From related orgs
    $0
    Other
    $5,999
    Hours/week
    37.5

  • Richard Karson

    DIRECTOR OF DESIGN & OPERATIONS

    Total calculated
    $121,674
    From this org
    $109,094
    From related orgs
    $0
    Other
    $12,580
    Hours/week
    37.5

  • Karen Rapp

    DEPUTY DIRECTOR

    Total calculated
    $146,604
    From this org
    $139,367
    From related orgs
    $0
    Other
    $7,237
    Hours/week
    37.5

  • Jennifer Sime

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $126,889
    From this org
    $113,971
    From related orgs
    $0
    Other
    $12,918
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
31 March 2025
IRS schema version
2023v6.0
Source object
202540999349301909

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