OAKLAND MUSEUM OF CALIFORNIA (EIN 453138892) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

LORI FOGARTY

Phone

5103188551

Tax Period

2022-07-01 to 2023-06-30

OAKLAND MUSEUM OF CALIFORNIA, founded in 2011, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $17.9M in total revenue in fiscal year 2022. Net assets of $77.7M represent 52 months of operating reserves.

Mission

TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $13,757,876

Program Service Revenue $2,167,700

Investment Income $1,860,610

Other Revenue $158,080

TOTAL REVENUE $17,944,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,789,399

Fundraising Expenses $1,543,133

Program Expenses $13,677,258

Other Expenses $8,529,227

TOTAL EXPENSES $18,318,626

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,944,266	$18,565,391	0.0%
Expenses	$18,318,626	$15,658,311	+0.2%
Net Income	$-374,360	$2,907,080	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

130

Volunteers

240

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$490,948

Total Directors

Key Employees

$160,899

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAHSAAN THOMPSON	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
SEAN CHANG	VICE CHAIR	3.00	Officer Director	$0	$0	$0
LANCE GYORFI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DORINE HOLSEY STREETER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
WARREN BRESLAU	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE ARMSTRONG	TREASURER	3.00	Officer Director	$0	$0	$0
EILEEN ASH	TRUSTEE	1.00	Director	$0	$0	$0
ABBEY BANKS	TRUSTEE	3.00	Director	$0	$0	$0
SHANTI BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
JOSE CORONA	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
QUINN DELANEY	TRUSTEE	2.00	Director	$0	$0	$0
RENATA DOWDAKIN	TRUSTEE	1.00	Director	$0	$0	$0
KELLY FINLEY	TRUSTEE	1.00	Director	$0	$0	$0
KAREN FRANK	TRUSTEE	3.00	Director	$0	$0	$0
DOUG HESKE	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH HURWICH	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
ANITA MARTINEZ	TRUSTEE	2.00	Director	$0	$0	$0
ERIK MOORE	TRUSTEE	1.00	Director	$0	$0	$0
KARINA MORENO	TRUSTEE	1.00	Director	$0	$0	$0
JACK MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
TREVOR PARHAM	TRUSTEE	1.00	Director	$0	$0	$0
ESTRELLA PARKER	TRUSTEE	1.00	Director	$0	$0	$0
PETER PERVERE	TRUSTEE	1.00	Director	$0	$0	$0
MIKE ROSENBAUM	TRUSTEE	1.00	Director	$0	$0	$0
BETH SAWI	TRUSTEE	3.00	Director	$0	$0	$0
LEYLA SEKA	TRUSTEE	1.00	Director	$0	$0	$0
ERIC SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
ANN THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
JULAYNE VIRGIL	TRUSTEE	1.00	Director	$0	$0	$0
DENA WATSON-LAMPREY	TRUSTEE	1.00	Director	$0	$0	$0
LINDA WENDEL	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE WENTE VON METZSCH	TRUSTEE	1.00	Director	$0	$0	$0
PENELOPE WONG	TRUSTEE	2.00	Director	$0	$0	$0
DAVID YIN	TRUSTEE	1.00	Director	$0	$0	$0
LORI GRANT FOGARTY	EXECUTIVE DIRECTOR & CEO	37.50	Officer	$269,535	$17,009	$286,544
KIM ONDRECK CARIM	DEPUTY DIRECTOR & CFO	37.50	Officer	$190,790	$13,614	$204,404
KATHRYN L WAFLE	SENIOR DIRECTOR, PHILANTHROPY	37.50	Key Emp	$155,015	$5,884	$160,899
MARY BONET	SENIOR DIR., LEARNING, EXP, & PROG	37.50	Highest	$135,273	$11,776	$147,049
L AUTUMN KING	SENIOR DIR., MKTING, COMM., & VISITOR EXP.	37.50	Highest	$131,684	$11,663	$143,347
VIOLETTA R WOLF	CO-ACT. DEPUTY DIR., CURATORIAL AFF. & DIR., COL	37.50	Highest	$128,131	$12,533	$140,664
TALANCE D ORME	SENIOR DIRECTOR, PEOPLE	37.50	Highest	$128,029	$11,150	$139,179
MARGARET M MONAHAN	CO-ACT. DEPUTY DIR., CURATORIAL AFF. & DIR., CON	37.50	Highest	$121,361	$12,305	$133,666

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$17,944,266	$18,318,626	$80,892,948	$-374,360
2022	$18,565,391	$15,658,311	$76,097,716	$2,907,080
2021	$23,000,953	$14,880,340	$81,871,438	$8,120,613
2020	$21,712,450	$20,880,497	$69,568,610	$831,953
2019	$28,915,605	$16,507,143	$64,654,960	$12,408,462
2018	$18,873,734	$15,092,123	$50,942,962	$3,781,611

OAKLAND MUSEUM OF CALIFORNIA