2026-08-17T12:12:44-05:00 2025-09-30 871353108 EISNER ADVISORY GROUP LLC 505 SOUTH FLAGLER DRIVE SUITE 900 WEST PALM BEACH FL 33401 990 2024-10-01 596019851 BOCA RATON MUSEUM OF ART BOCA 5613922500 501 PLAZA REAL MIZNER PARK BOCA RATON FL 33432 ENA HELLER DIRECTOR AND CEO 5613922500 2026-08-17 1 0 MICHAEL L POSTEN II P01241367 5618329292 2024 2025-03-06 01:10:19Z ENA HELLER 501 PLAZA REAL BOCA RATON FL 33432 8327473 0 X WWW.BOCAMUSEUM.ORG X 1973 FL THE MUSEUM OF ART IS AN EDUCATIONAL AND CULTURAL FACILITY WHICH WAS ESTABLISHED TO PROMOTE AND ENCOURAGE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF FINE AND VISUAL ARTS. 35 35 70 90 0 0 4756812 2695396 1344320 1641392 631268 580560 17479 283849 6749879 5201197 212649 0 0 0 3373632 3770662 0 0 1662880 4569810 5414979 8156091 9185641 -1406212 -3984444 17888099 13432015 2087500 1835677 15800599 11596338 X THE MUSEUM OF ART IS AN EDUCATIONAL AND CULTURAL FACILITY WHICH WAS ESTABLISHED TO PROMOTE AND ENCOURAGE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF FINE AND VISUAL ARTS THROUGH PERMANENT AND ROTATING EXHIBITS AND SPECIAL EVENTS. ALSO, TO DEVELOP, COORDINATE, AND ENCOURAGE THE ORGANIZATION OF FINE AND VISUAL ART ACTIVITY AND LEARNING BY GROUPS OF ALL AGES BY PROVIDING CLASSES IN VARIOUS MEDIUMS. 0 0 2566030 276689 THE MUSEUM'S CURATORIAL DEPARTMENT TAKES EXTRAORDINARY EFFORT TO CARE AND EXHIBIT MUSEUM COLLECTIONS AND PRESENT SPECIAL EXHIBITIONS AS WELL AS OVERSEE INSTALLATIONS IN THE SCULPTURE GARDEN AND THE ART SCHOOL'S SCULPTURE PARK. IN ADDITION, THE MUSEUM'S ART IN PUBLIC PLACES INITIATIVE IS AN ONGOING PROJECT, WHICH LOANS SCULPTURES TO CIVIC AND PUBLIC VENUES. 1500484 1364703 THE MUSEUM'S ART SCHOOL OFFERS STUDIO INSTRUCTION IN A VARIETY OF MEDIUMS INCLUDING PAINTING, DRAWING, CERAMICS, WATERCOLOR, JEWELRY, AND PHOTOGRAPHY. THE ART SCHOOL ALSO OFFERS SUMMER YOUTH SESSIONS AS WELL AS AFTER-SCHOOL PROGRAMS AND TEEN WORKSHOPS. 775188 THE MUSEUM'S EDUCATIONAL PROGRAMS PROVIDE VARIED LEARNING EXPERIENCES INCLUDING SCHOOL TOURS, INTERNSHIPS, TEACHER DEVELOPMENT, LECTURES, SYMPOSIA, CONCERTS, FILM SCREENINGS, INTERGENERATIONAL PROJECTS, DOCENT TOURS, AND INFORMATIONAL OBJECT LABELS AND TEXT PANELS TO ENCOURAGE THE VISITOR'S APPRECIATION OF THE COLLECTION AND SPECIAL EXHIBITIONS. 290744 170526 290744 170526 5132446 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 106 0 1 70 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X X PATRICK LUNN 5613922500 501 PLAZA REAL BOCA RATON FL 33432 JODY HARRISON GRASS CHAIR 4.00 X X 0 0 0 JOHN DESPREZ II VICE CHAIR 4.00 2.00 X X 0 0 0 PAOLA LUPTAK JAKOBSON 2ND VICE CHAIR 4.00 2.00 X X 0 0 0 DANIEL WOLGIN ASSISTANT TREASURER 4.00 2.00 X X 0 0 0 DR TAMARA MORGENSTERN SECRETARY 4.00 2.00 X X 0 0 0 DALIA PABON STILLER IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 DOUG MITHUN MEMBER-AT-LARGE 2.00 X 0 0 0 STACEY PACKER MEMBER-AT-LARGE 2.00 X 0 0 0 BETH H DAVIS CHAIR APPOINTEE 4.00 X X 0 0 0 JULIE CLAIRMONT SHIDE CHAIR APPOINTEE 2.00 X 0 0 0 M ADAM BANKIER TRUSTEE 2.00 X 0 0 0 B MICHAEL BUDD TRUSTEE 2.00 X 0 0 0 EDITH STEIN TRUSTEE 2.00 X 0 0 0 MARTIN MALLINGER TRUSTEE 4.00 X X 0 0 0 ZACHARY KIRSTEIN TRUSTEE 2.00 X 0 0 0 ASA LOOF TRUSTEE 2.00 X 0 0 0 DR KAREN MASHKIN TRUSTEE 2.00 X 0 0 0 PAUL MILLER TRUSTEE 2.00 X 0 0 0 JOHN TOLBERT TRUSTEE 2.00 X 0 0 0 LIZA WAINGER TRUSTEE 2.00 X 0 0 0 MARTA BATMASIAN TRUSTEE 2.00 X 0 0 0 ANGELO BIANCO TRUSTEE 2.00 X 0 0 0 RENEE BLATT TRUSTEE 2.00 X 0 0 0 LORRAINE GILDEN TRUSTEE 2.00 1.00 X 0 0 0 DANIEL HOSTETTLER TRUSTEE 2.00 X 0 0 0 HOUDA SILCOCK TRUSTEE 2.00 X 0 0 0 RAUL VALERO TRUSTEE 2.00 X 0 0 0 NORMAN CODO HONORARY TRUSTEE 0.00 X 0 0 0 JEAN COLKER HONORARY TRUSTEE 0.00 X 0 0 0 JUNE GELB HONORARY TRUSTEE 0.00 X 0 0 0 OLIVE JOHNSON HONORARY TRUSTEE 0.00 X 0 0 0 PAT OHNELL HONORARY TRUSTEE 0.00 X 0 0 0 MARLENE POMERANZ HONORARY TRUSTEE 0.00 X 0 0 0 ROBERTA S KJELGAARD DIRECTOR OF DEVELOPMENT 40.00 X 151242 0 3075 IRVIN LIPPMAN EXECUTIVE DIRECTOR 40.00 2.00 X 237046 0 4821 JAMES E MAY CHIEF OF STAFF 4.00 2.00 X 107793 0 0 496081 0 7896 3 0 1 0 PAGE CONTRACTING LLC 6060 BRANCHWOOD DRIVE LAKE WORTH FL 33467 BATH RENOVATIONS 479009 CHARLOTTE PELTON & ASSOCIATES INC PO BOX 32906 PALM BEACH GARDENS FL 33420 CAPITAL CAMPAIGN CONSULTING SERVICES 283954 INTO THE BLUE AGENCY 4400 FEDERAL HWY BOCA RATON FL 33431 MARKET RESEARCH, STRATEGIC PLANNING, BRA 176292 SANDY JAMES PRODUCTIONS INC 700 FLORIDA MANGO ROAD WEST PALM BEACH FL 33406 CATERING 157383 WELPAK FAS FLORIDA INC (TK ART SERVICE 1235 SW 4TH AVENUE DELRAY BEACH FL 33444 STORAGE, PACKING, DELIVERY, INSTALL 144727 7 185539 774153 100000 418306 1217398 25878 2695396 ART SCHOOL TUITION 611610 1364703 1364703 EDUCATION & EXHIBITS 611610 276689 276689 1641392 87373 87373 67905 0 67905 67905 67905 3069630 2576443 493187 493187 493187 442000 774153 396582 45418 45418 288759 153251 135508 135508 OTHER INCOME 611610 35018 35018 35018 5201197 1811918 0 693883 X 681111 383927 132230 164954 2457071 1364274 486231 606566 632480 390320 91398 150762 7599 3215 2364 2020 71850 30401 22353 19096 25630 25630 1328564 560143 414398 354023 500150 61260 405828 33062 19058 19058 688450 583657 71795 32998 266793 66959 199834 EXHIBIT & PROGRAM EXPEN 964483 907856 15811 40816 SUPPLIES AND SERVICE 364600 72441 221836 70323 UTILITIES 227297 138583 88131 583 MERCHANDISE & SUPPLIES 198737 197582 789 366 751768 371828 192629 187311 9185641 5132446 2390315 1662880 506339 199036 2321174 1777948 1696 0 39879 24588 533459 349057 17199048 9324876 7814429 7874172 5614396 3028752 1056727 178462 17888099 13432015 654547 556241 181235 169590 161907 1089811 1109846 2087500 1835677 X 15411216 8771691 389383 2824647 15800599 11596338 17888099 13432015 X -3984444 -255573 48430 -12674 X X 0 1 X 1 0 X 4424600 4450221 3262920 4756812 2695396 19589949 1086054 2996155 2120187 2144856 1965169 10312421 5510654 7446376 5383107 6901668 4660565 29902370 1004735 883779 974841 2863355 0 1004735 883779 974841 2863355 27039015 215071 293434 300370 415977 155278 1380130 215071 293434 300370 415977 155278 1380130 5725725 7739810 5683477 7317645 4815843 31282500 0.86430 0.80750 0.04410 0.05120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3824295 419320 2308028 4921361 5356929 154746 1170287 2857667 3824295 5478847 82562 976000 1180480 5356929 7510824 367387 -1344937 1054427 5478847 7491728 136973 379869 497746 7510824 0.50599 0.48896 0.00503 0 0 29900 29900 15641335 8065931 7575404 626725 406961 219764 901088 851984 49104 7874172 DUE TO BOCA MUSEUM FOUNDATION, INC. 449500 ECONOMIC INJURY DISASTER LOAN 476458 IPFS LOAN PAYABLE 55027 LEASE LIABILITIES - OPERATING LEASE 128304 LEASE LIABILITIES - FINANCE LEASE 557 1109846 X 5541354 -255573 48430 672930 465787 5075567 25630 100000 125630 5201197 9160010 0 9160010 25631 25631 9185641 PART V, LINE 4: PERMANENT ENDOWMENT FUNDS ARE INTENDED TO CONSERVE, MAINTAIN AND ACQUIRE ADDITIONAL WORKS OF ART FOR EXISTING COLLECTIONS AND TO PROVIDE ART SCHOOL SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 5,326. CONSOLIDATING AND ELIMINATING ENTRIES 667,604. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY GRANT 100,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 25,631. CONSOLIDATING AND ELIMINATING ENTRIES GALA DINNER 1216153 774153 442000 179147 42491 1216153 774153 442000 179147 42491 221638 220362 X X 0 0 0 0 0 0 0 0 0 IRVIN LIPPMAN EXECUTIVE DIRECTOR 237046 0 0 0 0 0 4821 0 0 0 241867 0 0 0 ROBERTA S KJELGAARD DIRECTOR OF DEVELOPMENT 151242 0 0 0 0 0 3075 0 0 0 154317 0 0 0 X 178 25878 COMPARABLE SALES 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES CONSISTS OF UP TO FORTY-NINE VOTING MEMBERS ELECTED BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY OF THE MUSEUM WITH PLENARY POWERS IS THE BOARD OF TRUSTEES, WHO DETERMINE THE POLICY, GENERAL MANAGEMENT, CONTROL OF THE MANAGEMENT AND ACTIVITIES AND AFFAIRS OF THE MUSEUM. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE AND CONTROLLER OF THE MUSEUM MEET AND REVIEW THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO REVIEW ARTICLE XIII-CONFLICT OF INTEREST (POLICY STATEMENT) AND THEN COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE WHICH REQUIRES DISCLOSURE OF BUSINESS AND PROFESSIONAL ACTIVITIES WHERE THE TRUSTEE IS AN OWNER, OFFICER, BOARD MEMBER, PARTNER, EMPLOYEE OR OTHER BENEFICIARY POSITION DURING THE PERIOD COVERING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 560,143. MANAGEMENT AND GENERAL EXPENSES 414,398. FUNDRAISING EXPENSES 354,023. TOTAL EXPENSES 1,328,564. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 5,327. PROCEEDS FROM SALE OF COLLECTION ITEMS 0. ADDITIONAL GROSS REVENUE FROM SPECIAL EVENTS PER BOOKS CONSOLIDATING AND ELIMINATING ENTRIES UNRECONCILED ITEMS COLLECTION ITEMS PURCHASED (NOT CAPITALIZED) -18,001. FORM 990, PART XII, LINE 2C: NO CHANGES. BOCA MUSEUM FOUNDATION INC 501 PLAZA REAL BOCA RATON FL 33432 650104704 SUPPORT ORGANIZATION FL 501(C)(3) PUBLIC N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BOCA MUSEUM FOUNDATION INC C 100000 ACTUAL