OAKLAND MUSEUM OF CALIFORNIA Charity Report

Public IRS 990 nonprofit record

OAKLAND MUSEUM OF CALIFORNIA

EIN 45-3138892 · Museums (A50)

What they do

THE MUSEUMS MISSION is to INSPIRE ALL CALIFORNIANS to CREATE A MORE VIBRANT FUTURE for THEMSELVES and THEIR COMMUNITIES. THROUGH COLLECTIONS, EXHIBITIONS, EDUCATION PROGRAMS, and PUBLIC DIALOGUE, WE INSPIRE PEOPLE of ALL AGES and BACKGROUNDS to THINK (CONT. ON SCH. O) CREATIVELY and CRITICALLY ABOUT THE NATURAL, ARTISTIC, and SOCIAL FORCES THAT CHARACTERIZE OUR STATE and INFLUENCE ITS RELATIONSHIP to THE WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders46 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

90.34%of revenue went to mission work77.1% of expenses · Program services

10.32%of revenue went to fundraising8.8% of expenses

$117.14spent for every $100 of revenueSpending was higher than revenue this year.

16.48%of revenue went to management and office costs14.1% of expenses

$4.14in assets for every $1 spent this yearSome assets cannot be spent right away.

79.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,978,611 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $324,771 for LORI GRANT FOGARTY (EXECUTIVE DIRECTOR & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$17,373,397

Mission workProgram services$15,695,68290.34% of revenue77.1% of expenses

ManagementOffice and general costs$2,863,97716.48% of revenue14.1% of expenses

FundraisingAsking for donations$1,792,34910.32% of revenue8.8% of expenses

Total expenses$20,352,008117.14% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.1% mission · 14.1% management · 8.8% fundraisingTotal expenses: 117.14% of revenue

2023Expense mix: 75.8% mission · 15.3% management · 8.9% fundraisingTotal expenses: 121.92% of revenue

2022Expense mix: 74.7% mission · 16.9% management · 8.4% fundraisingTotal expenses: 102.09% of revenue

2021Expense mix: 75.2% mission · 16.6% management · 8.2% fundraisingTotal expenses: 84.34% of revenue

2020Expense mix: 70.8% mission · 20.4% management · 8.8% fundraisingTotal expenses: 64.69% of revenue

2019Expense mix: 70.0% mission · 21.7% management · 8.3% fundraisingTotal expenses: 96.17% of revenue

2018Expense mix: 69.8% mission · 22.2% management · 8.0% fundraisingTotal expenses: 57.09% of revenue

2017Expense mix: 51.8% mission · 40.3% management · 7.9% fundraisingTotal expenses: 79.96% of revenue

Money in and money out

Revenue$17,373,397

Expenses$20,352,008

Annual shortfall $2,978,611 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$15,695,682 · 77.1% of expenses

Management and office costs$2,863,977 · 14.1% of expenses

Fundraising$1,792,349 · 8.8% of expenses

See all reported dollar amounts

Revenue$17,373,397

Expenses$20,352,008

Assets$84,358,677

Income$40,761,297

Contributions$13,744,469

Mission work (program services)$15,695,682

Fundraising$1,792,349

Grants given$2,353,344

Average grant$2,353,344

Management and general$2,863,977

Stocks and bonds$57,595,473

Accounting fees$111,500

Investing fees$129,362

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LORI GRANT FOGARTYEXECUTIVE DIRECTOR & CEO · 38 hrs/week $324,771Base $306,018 · Other $18,753

KIMBERLY O CARIMDEPUTY DIRECTOR & CFO · 38 hrs/week $220,855Base $205,831 · Other $15,024

MAKEDA D BESTDEPUTY DIRECTOR, CURATORIAL AFFAIRS · 38 hrs/week $210,518Base $194,781 · Other $15,737

KATHRYN L WAFLESENIOR DIRECTOR, PHILANTHROPY · 38 hrs/week $178,880Base $172,530 · Other $6,350

MARY BONETSR. DIR., LEARNING, EXP, & PROGS. · 38 hrs/week $167,970Base $153,711 · Other $14,259

TALANCE D ORMESENIOR DIRECTOR, PEOPLE · 38 hrs/week $157,875Base $153,217 · Other $4,658

DEREK V LEVOITDIRECTOR, FACILITIES & SAFETY · 38 hrs/week $152,766Base $138,931 · Other $13,835

L AUTUMN KINGSR. DIR., MKTG, COMM. & VISITOR EXP. · 38 hrs/week $152,276Base $138,857 · Other $13,419

MARGARET M MONAHANDIRECTOR, CONTENT DEVELOPMENT · 38 hrs/week $140,483Base $127,153 · Other $13,330

MEGAN L CALLANDIRECTOR, COLLECTIONS · 38 hrs/week $139,891Base $126,441 · Other $13,450

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (46)

LORI GRANT FOGARTYEXECUTIVE DIRECTOR & CEO

KIMBERLY O CARIMDEPUTY DIRECTOR & CFO

MAKEDA D BESTDEPUTY DIRECTOR, CURATORIAL AFFAIRS

KATHRYN L WAFLESENIOR DIRECTOR, PHILANTHROPY

MARY BONETSR. DIR., LEARNING, EXP, & PROGS.

TALANCE D ORMESENIOR DIRECTOR, PEOPLE

DEREK V LEVOITDIRECTOR, FACILITIES & SAFETY

L AUTUMN KINGSR. DIR., MKTG, COMM. & VISITOR EXP.

MARGARET M MONAHANDIRECTOR, CONTENT DEVELOPMENT

MEGAN L CALLANDIRECTOR, COLLECTIONS

MORGAN SIMONTRUSTEE

LINDA WENDELTRUSTEE

MARGE HARVEYTRUSTEE

MIKE ARMSTRONGTREASURER

MIKE ROSENBAUMTRUSTEE

WARREN BRESLAUSECRETARY

PERCY MCGEETRUSTEE

PETER PERVERETRUSTEE

RAHSAAN THOMPSONBOARD CHAIR

SEAN CHANGVICE CHAIR

SHANTI BRIENTRUSTEE

SYDNEY THOMASTRUSTEE

TREVOR PARHAMTRUSTEE

VINCENT DAVISTRUSTEE

VIVIAN TANTRUSTEE

LANCE GYORFIVICE CHAIR

ABBEY BANKSTRUSTEE

BETH SAWITRUSTEE

BROCK WILLIAMSTRUSTEE

CHRIS JOHNSONTRUSTEE

CHRISTINA KOTHARITRUSTEE

CHRISTINE WENTE VON METZSCHTRUSTEE

DARREN ISOMTRUSTEE

DAVID YINTRUSTEE

DENA WATSON-LAMPREYTRUSTEE

DORINE STREETERVICE CHAIR

DOUG HESKETRUSTEE

EILEEN ASHTRUSTEE

ERIC SULLIVANTRUSTEE

ERIK MOORETRUSTEE

JACK MORRISTRUSTEE

JOSE CORONATRUSTEE

JULAYNE VIRGILTRUSTEE

KAREN FRANKTRUSTEE

KARINA MORENOTRUSTEE

LEYLA SEKATRUSTEE

About this charity

Recognized since: January 2012
Location: 1000 OAK ST, OAKLAND, CA 94607-4820
County: Alameda
In care of: % MUFG UNION BANK NA
Primary officer: LORI FOGARTY, EXECUTIVE DIRECTOR & CEO

How to reach them

WebsiteVisit the charity’s website Phone(510) 318-8551

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: ARMANINO ADVISORY LLC
NTEE classification: Museums (A50)
IRS tax category: Museums
Grant-giving organization: Yes