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Nonprofiteer
← ORANGE COUNTY MUSEUM OF ART

Form 990 for tax year 2023

Filed by ORANGE COUNTY MUSEUM OF ART.

Totals

Total revenue
-$123,817
Total expenses
$29,057
Contributions and grants received
$0
Grants paid
$23,037
Program service revenue
$0
Investment income
-$123,817
Other revenue
$0
Total assets, end of year
$582,192
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$582,192
Program services expenses (Part IX)
$23,037
Management and general expenses
$6,020
Fundraising expenses
$0
Program service expenses (Part III)
$23,037

Program services were 79.3% 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.

  • 3 · Investment income

    total $25,162 · excluded $25,162

  • 7a · Gross sales of assets other than inventory

    securities $1,148,599

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

    securities $1,297,578

  • 7c · Gain or loss

    securities -$148,979

  • 7d · Net gain or loss

    total -$148,979 · excluded -$148,979

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $23,037 · program services $23,037

  • 5 · Compensation of officers, directors and key employees

    total $5,520 · management and general $5,520

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 24a · Other expenses: CA FILING FEE

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93,407

  • 2 · Savings and temporary cash investments

    end of year $8,577

  • 11 · Investments: publicly traded securities

    beginning of year $641,545 · end of year $573,615

  • 27 · Net assets without donor restrictions

    beginning of year $734,952 · end of year $582,192

Mission and programs · 2023

Mission

SUPPORTING SECTION 509 (A) (1) ORGANIZATION - INVEST TRUST ASSETS AND DELIVER NET INCOME GENERATED TO THE ORANGE COUNTY MUSEUM OF ART TO PAY FOR ITS OPERATING EXPENSES AND TO BE USED FOR ITS EXEMPT PURPOSES.

  • DISTRIBUTE INVESTMENT INCOME IN ACCORDANCE WITH THE TRUST INSTRUMENT TO SUPPORT THE OPERATIONS OF THE ORANGE COUNTY MUSEUM OF ART.

    Expenses $23,037 · Grants $23,037

As filed on the 2023 return.

Listed in Part VII

  • CITY NATIONAL BANK

    TRUSTEE

    Total calculated
    $0

  • DARRELLANDERSON

    CHAIR, EDUCATION

    Total calculated
    $0

  • DAVID EMMES

    EXECUTIVE COMMITTEE

    Total calculated
    $0

  • SCOTT FLANDERS

    MEMBER AT LARGE

    Total calculated
    $0

  • STEPHEN FRY

    CHAIR, TRUSTEES

    Total calculated
    $0

  • ALLEN HUNTER

    MEMBER AT LARGE

    Total calculated
    $0

  • JAMES MUZZY

    MEMBER AT LARGE

    Total calculated
    $0

  • DR JAMES PICK

    CHAIR, COLLECTIONS

    Total calculated
    $0

  • ANNETTE WILEY

    SECRETARY/CHAIR, BUILDING

    Total calculated
    $0

  • GLENN PETERS

    DEPUTY DIRECTOR

    Total calculated
    $0

  • KRISTEN SCHMIDT

    DEPUTY DIRECTOR OF EXTERNAL AFFAIRS

    Total calculated
    $0

  • KELLIE WEBB

    DEPUTY DIRECTOR OF INSTITUTIONAL

    Total calculated
    $0

  • DAVID LAKE

    EXECUTIVE COMMITTEE

    Total calculated
    $0

  • ANTON SEGERSTROM

    EXECUTIVECOMMITTEE

    Total calculated
    $0

  • TERI KENNADY

    EXECUTIVECOMMITTEE

    Total calculated
    $0

  • KELLY SMITH

    DIRECTOR OF FINANCE

    Total calculated
    $0

  • HEIDI ZUCKERMAN

    CEO AND DIRECTOR

    Total calculated
    $0

  • LINDA MAGGARD

    SECRETARY

    Total calculated
    $0

  • LISA MERAGE

    VICE-PRESIDENT

    Total calculated
    $0

  • STEVEN ROUSH

    TREASURER

    Total calculated
    $0

  • LUCY SUN

    PRESIDENT

    Total calculated
    $0

  • DAN CAMERON

    CHIEF CURATOR

    Total calculated
    $0

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.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2024
IRS schema version
2023v5.0
Source object
202421289349301797

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