2025-11-10T16:10:18-06:00 2024-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-01-01 464118590 THE WALT DISNEY FAMILY MUSEUM WALT 4153456800 104 MONTGOMERY ST SAN FRANCISCO CA 94129 KIRSTEN KOMOROSKE EXECUTIVE DIRECTOR 4153456800 2025-11-07 1 0 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z KIRSTEN KOMOROSKE 104 MONTGOMERY ST SAN FRANCISCO CA 94129 19099088 0 X WWW.WALTDISNEY.ORG X 2013 CA FUNDRAISE FOR AND OPERATE THE WALT DISNEY FAMILY MUSEUM AND ITS EDUCATIONAL AND PUBLIC PROGRAMS. 9 8 78 21 0 0 9872950 9081059 1980595 1913785 211741 158055 407778 349405 12473064 11502304 0 0 0 0 4967681 5282089 0 0 161534 7958921 7553926 12926602 12836015 -453538 -1333711 50518703 46338727 51560043 48713778 -1041340 -2375051 X THE WALT DISNEY FAMILY MUSEUM PRESENTS AN INSPIRATIONAL JOURNEY THOUGH THE LIFE OF WALTER ELIAS DISNEY. OUR MISSION IS TWO-FOLD: TO INFORM PRESENT AND FUTURE GENERATIONS ABOUT THE MAN AND, THROUGH HIS STORY, TO INSPIRE THEM TO HEED THEIR IMAGINATION AND PERSEVERE IN PURSUING THEIR GOALS. TO EXECUTE THIS MISSION, THE ORGANIZATION PROVIDES RELATED EDUCATIONAL, OUTREACH, AND PUBLIC PROGRAMMING. 0 0 7252855 0 2284324 OPERATION OF THE WALT DISNEY FAMILY MUSEUM - 2024 ATTENDANCE TOTALED APPROXIMATELY 162,678 ADMISSIONS TO THE MUSEUM AND ITS SPECIAL EXHIBITIONS.IN THE DIANE DISNEY MILLER SPECIAL EXHIBITION HALL, THE MUSEUM'S ORIGINAL EXHIBITION, "DISNEY CATS AND DOGS" CLOSED IN JUNE 2024. "PAWSIBILITIES UNLEASHED: A PET PORTRAIT EXHIBITION" WAS FOLLOWED BY THE "THE ART OF DISNEYLAND ATTRACTION POSTERS", AND "DIRECTING AT DISNEY" IN THE MAIN MUSEUM'S LOWER AND THEATER LOBBIES.2020-2021 SPECIAL EXHIBITION, "THE WALT DISNEY STUDIOS AND WORLD WAR II", TRAVELLED TO THE PEARL HARBOR MUSEUM AVIATION MUSEUM IN HONOLULU IN 2024.THE MUSEUM ALSO OFFERS SPECIAL EVENTS AND GROUP TOURS. IN 2024, 2,426 GUESTS ATTENDED SPECIAL EVENTS AND 2,072 ATTENDED SPECIAL GROUP TOURS.THE MUSEUM STORE OFFERS A UNIQUE BLEND OF MERCHANDISE AND PUBLICATIONS RELATED TO THE MUSEUM AND ITS EDUCATIONAL AND PUBLIC PROGRAMS. THE MUSEUM IS OPEN 10 TO 5:30PM DAILY THURSDAY THROUGH SUNDAY. THE MUSEUM IS CLOSED TO THE PUBLIC MONDAY THROUGH WEDNESDAY, THANKSGIVING DAY, CHRISTMAS DAY, AND NEW YEAR'S DAY. THE MUSEUM IS OPEN FOR PRIVATE SCHOOL EXPERIENCES AND EVENTS ON WEDNESDAYS. SUMMER CAMPS OCCUR MONDAY THROUGH FRIDAYS DURING SUMMER WEEKS. 1468952 0 69752 EDUCATIONAL PROGRAMS ARE DESIGNED TO AMPLIFY THE MUSEUM'S MISSION. THEY EARN NATIONAL RECOGNITION FOR EFFECTIVE DELIVERY OF STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART, AND MATH) CURRICULUM AND FOR PROMOTING CREATIVITY AND HANDS-ON SKILL BUILDING. IN 2024, 4,710 SCHOOL CHILDREN AND 2,310 CHAPERONES TOURED THE MUSEUM AND PARTICIPATED IN CORRELATED STUDIO EXPERIENCES. OUR EDUCATORS ALSO TAUGHT STUDENTS VIRTUALLY THROUGHOUT THE YEAR AND LED VIRTUAL FIELD TRIPS TO THE MUSEUM, HOSTING 1,451 STUDENTS AND 50 CHAPERONES IN ONLINE VISITS BY THE END OF 2024. EDUCATORS TAUGHT 6,732 CHILDREN OFFSITE AT PARTNER SCHOOLS OVER THE COURSE OF THE 2023-2024 AND 2024-2025 SCHOOL YEAR. THIS INCLUDED TEACHING OUR ANIMATION CERTIFICATE PROGRAM, LOCAL RESIDENTS OF EAST PALO ALTO, CALIFORNIA AT THE EPACENTER ART FACILITY, AND STUDENTS IN OUR DISTANCE LEARNING PROGRAM IN NEW HAMPSHIRE FROM NEW HAMPTON SCHOOL. EDUCATORS ALSO PROVIDED IN-HOUSE ART CLASSES AND WORKSHOPS FOR ALL AGES, AND SUMMER CLASSES FOR YOUTH BETWEEN THE AGES OF 8 AND 20. IN ADDITION, 1,670 STUDENTS/GUESTS, 5 YEARS AND UP, ATTENDED STUDIO CLASSES RELATED TO ART AND ANIMATION AND PARTICIPATED IN SUMMER CLASSES, STUDIO SERIES, POP UP STUDIOS, AFTER SCHOOL ANIMATION, ANIMATION INTENSIVES, DRAWING WORKSHOPS, OPEN STUDIO SESSIONS, INDUSTRY PATHS SESSIONS, AND ANIMATION LABS. AN ADDITIONAL 504 STUDENTS ALSO PARTICIPATED IN VIRTUAL CLASSES AND WORKSHOPS. 331515 0 40646 THE MUSEUM PRESENTS FILM SCREENINGS AND LIVE PUBLIC PROGRAMS, INCLUDING TALKS, PANEL DISCUSSIONS, STORYTIMES, COMMUNITY DAYS, AND WORKSHOPS, TO ENGAGE AND SERVE DIVERSE AUDIENCES WITH ACTIVITIES THAT SUPPORT AND AMPLIFY THE MUSEUM'S MISSION. ATTENDANCE AT VIRTUAL SPECIAL EVENTS TOPPED 4,512 PARTICIPANTS. PUBLIC PROGRAMS WERE ATTENDED BY 1,493 VISITORS IN 2024. PUBLIC PROGRAMS INCLUDE FILMS AND LECTURES ASSOCIATED WITH WALT DISNEY, ANIMATION, IMAGINEERING, AND RELATED TOPICS. 9053322 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 37 0 1 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X RICHARD P STONE 4153456842 104 MONTGOMERY ST SAN FRANCISCO CA 94129 WALTER MILLER PRESIDENT 5.00 4.00 X X 0 0 0 TAMARA MILLER VICE PRESIDENT 5.00 4.00 X X 0 0 0 CHRISTOPHER D MILLER TREASURER 5.00 8.00 X X 0 0 0 MICHELLE LUND BOARD MEMBER 5.00 0.00 X 0 0 0 PAT GALLAGHER BOARD MEMBER 5.00 0.00 X 0 0 0 REILLY MILLER BOARD MEMBER 5.00 0.00 X 0 0 0 HALEY SCHEER BOARD MEMBER (THRU 1/31/24) 5.00 0.00 X 0 0 0 CHARLOTTE GOFF BOARD MEMBER 5.00 0.00 X 0 0 0 MADELINE GOFF BOARD MEMBER 5.00 0.00 X 0 0 0 KIRSTEN KOMOROSKE EXECUTIVE DIRECTOR 34.00 6.00 X X 356968 62995 17070 JENNIFER MILLER-GOFF SECRETARY 5.00 6.00 X 0 0 0 RICHARD STONE DIRECTOR OF FINANCE 40.00 0.00 X 175452 0 1491 STEVEN REDER DIR OF FACILITIES & OPERATIONS 40.00 0.00 X 165684 0 4037 MARINA VILLAR-DELGADO DIR OF EXHIBITIONS AND COLLECTIONS 20.00 20.00 X 85255 85255 588 CAITLIN MONEYPENNY-JOHNSTON DIR OF MARKETING & COMM. 40.00 0.00 X 143943 0 9226 MAYUMI NGUYEN SENIOR FINANCE-HUMAN RESOURCES MGR 40.00 0.00 X 152681 0 15684 ALYSON FRIED CHIEF OF STAFF 40.00 0.00 X 147007 0 8295 1226990 148250 56391 12 0 1 0 0 52510 7513075 1515474 2639 9081059 MUSEUM ADMISSIONS 712110 1467367 1467367 MEMBERSHIP REVENUE 712110 186020 186020 TOURING EXHIBITIONS 712110 150000 150000 EDUCATION FEES 712110 69752 69752 PUBLIC PROGRAM EVENTS 712110 40646 40646 1913785 158055 158055 269379 400911 -131532 -131532 -131532 6715648 6715648 0 0 960562 480225 480337 480337 MISCELLANEOUS INCOME 900099 600 600 600 11502304 2394722 0 26523 548421 548421 3913630 3308581 523844 81205 15000 12681 2008 311 454143 358795 88229 7119 350895 249375 95849 5671 14675 14675 40040 40040 344025 172271 171035 719 87015 80072 6943 153163 143790 9279 94 181346 58908 122438 2171937 1497143 639204 35590 70060 54573 14517 970 45523 12415 31622 1486 1205945 831380 365171 9394 2233215 1539581 676238 17396 122638 101058 21580 SECURITY 614741 491322 122752 667 SUPPLIES 118199 61755 56103 341 FURNITURE & EQUIPMENT 81616 44703 36913 DUES & SUBSCRIPTIONS 38064 25248 12726 90 31724 9671 21572 481 12836015 9053322 3621159 161534 222142 125036 2425937 757932 290917 420881 416235 377008 687223 684680 103809292 66994719 38249785 36814573 1358086 691713 6868378 6466904 50518703 46338727 1668408 1540215 154891 30581 41056635 38838151 8680109 8304831 51560043 48713778 X -1570898 -3560162 529558 1185111 -1041340 -2375051 50518703 46338727 -1333711 0 X X 0 1 X 1 0 X 7410471 11519032 9078737 9872950 9081059 46962249 1064956 1855730 2584832 2944198 2874947 11324663 56603 44551 0 3300 0 104454 8532030 13419313 11663569 12820448 11956006 58391366 6981700 5664500 8809325 9463450 7788075 38707050 0 6981700 5664500 8809325 9463450 7788075 38707050 19684316 96732 61290 97610 363566 427434 1046632 96732 61290 97610 363566 427434 1046632 8628762 13480603 11761179 13184014 12383440 59437998 0.33120 0.33550 0.01760 0.01380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86143106 49618838 36524268 17666186 17375881 290305 36814573 RIGHT-TO-USE LEASED ASSETS 6466904 6466904 LEASE OBLIGATIONS 8304831 8304831 X 11903215 0 11903215 -400911 -400911 11502304 13236926 400911 400911 12836015 0 12836015 PART X, LINE 2: BOTH WDFM AND THE FOUNDATION QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED CALIFORNIA CODE SECTIONS. ACCORDINGLY, NEITHER IS SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, AS A PRIVATE OPERATING FOUNDATION, THE FOUNDATION IS SUBJECT TO A FEDERAL EXCISE TAX. IN ADDITION, BOTH THE FOUNDATION AND WDFM COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS BUSINESS OPERATIONS NOT RELATED TO ITS EXEMPT STATUS. AS OF DECEMBER 31, 2024, MANAGEMENT EVALUATED WDFM AND THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -400,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 400,911. X X X X X 0 0 0 0 0 0 0 0 0 KIRSTEN KOMOROSKE EXECUTIVE DIRECTOR 355661 62764 0 0 1307 231 1526 269 12984 2291 371478 65555 0 0 RICHARD STONE DIRECTOR OF FINANCE 172224 0 0 0 3228 0 179 0 1312 0 176943 0 0 0 MARINA VILLAR-DELGADO DIR OF EXHIBITIONS AND COLLECTIONS 84780 84780 0 0 475 475 0 0 294 294 85549 85549 0 0 STEVEN REDER DIR OF FACILITIES & OPERATIONS 165065 0 0 0 619 0 0 0 4037 0 169721 0 0 0 MAYUMI NGUYEN SENIOR FINANCE-HUMAN RESOURCES MGR 152395 0 0 0 286 0 1404 0 14280 0 168365 0 0 0 ALYSON FRIED CHIEF OF STAFF 146907 0 0 0 100 0 447 0 7848 0 155302 0 0 0 CAITLIN MONEYPENNY-JOHNSTON DIR OF MARKETING & COMM. 143841 0 0 0 102 0 723 0 8503 0 153169 0 0 0 A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 680304653 13034ALC2 2016-05-25 47455000 TO DEFEASE AND REDEEM PORTION OF OUTSTANDING 2008 REVENUE BONDS 0 0 0 A 9910000 54039076 711782 53327294 2016 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART I, LINE 6: FORMAL VOLUNTEER PROGRAMS WERE SUSPENDED IN 2020. VOLUNTEERS, BOARD MEMBERS, AND ADVISORY COMMITTEES SERVED A TOTAL OF 3,406 HOURS. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS HAVE FAMILY RELATIONSHIPS WITH EACH OTHER: 1. TAMARA MILLER, VICE-PRESIDENT 2. WALTER MILLER, PRESIDENT 3. JENNIFER MILLER-GOFF, SECRETARY 4. CHRISTOPHER D. MILLER, TREASURER 5. REILLY MILLER, BOARD MEMBER 6. HALEY SCHEER, BOARD MEMBER 7. CHARLOTTE GOFF, BOARD MEMBER 8. MADELINE GOFF, BOARD MEMBER FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS NOT PROVIDED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR REVIEWED THE DRAFT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ANNUALLY REQUIRING EACH DIRECTOR AND OFFICER TO DELIVER A CONFLICT OF INTEREST QUESTIONNAIRE LISTING (1) THE BUSINESS ORGANIZATIONS IN WHICH HE/SHE HAS AN IMMEDIATE FAMILY MEMBER HOLD A POSITION AS OWNER, OFFICER, BOARD MEMBER, PARTNER, OR EMPLOYEE OF ANY BUSINESS, AND WHICH DOES BUSINESS WITH THE MUSEUM, AND (2) ANY ORGANIZATION IN WHICH HE/SHE PARTICIPATES (WHETHER NONPROFIT OR FOR-PROFIT) THAT MAY HAVE AN INTEREST ADVERSE TO THE INTERESTS OF THE MUSEUM, OR THAT MAY CAUSE HIM/HER TO HAVE A CONFLICT OF INTEREST IN PERFORMING DUTIES AS A DIRECTOR OR OFFICER OF THE MUSEUM. ANY SUCH DISCLOSED INTERESTS ARE REVIEWED TO DETERMINE WHETHER THE CONFLICT OF INTEREST REQUIRES RECUSAL OR ANY OTHER ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES AN EMPLOYMENT CONTRACT AND ANY AMENDMENTS FOR THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SECTION 6104(D). FINANCIAL STATEMENTS ARE ALSO PUBLICLY POSTED ON THE ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM ("EMMA"), AS REQUIRED UNDER DISCLOSURE REQUIREMENTS PERTAINING TO OUTSTANDING REVENUE BONDS. FORM 990, PART XII, LINE 2B: THE ORGANIZATION WAS INCLUDED IN A COMBINED AUDIT OF ITSELF AND THE WALT DISNEY FAMILY FOUNDATION, A SEPARATE BUT RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II, LINE 2). THE COMBINED AUDITED FINANCIAL STATEMENTS INCLUDE SUPPLEMENTAL SCHEDULES THAT SHOW THE SEPARATE BALANCE SHEETS AND INCOME STATEMENTS OF THE ORGANIZATION AS REFERENCED IN THIS REPORT IN SCHEDULE D, PART XI, LINE 1 AND PART XII, LINE 1. WALT DISNEY FAMILY MUSEUM LLC 104 MONTGOMERY ST SAN FRANCISCO CA 94129 261970408 OPERATES THE WALT DISNEY FAMILY MUSEUM CA 11247663 45153616 THE WALT DISNEY FAMILY MUSEUM THE WALT AND LILLY DISNEY FOUNDATION PO BOX 2566 SAN ANSELMO CA 949792566 237425637 GRANTMAKING CA 501(C)(3) PF THE WALT DISNEY FAMILY MUSEUM 1 WALT DISNEY FAMILY FOUNDATION 104 MONTGOMERY ST SAN FRANCISCO CA 94129 954635927 PRESERVATION OF COLLECTION ITEMS CA 501(C)(3) PF THE WALT DISNEY FAMILY MUSEUM 1 DIANE AND RON MILLER FUND PO BOX 69 VINEBURG CA 95487 465650125 GRANTMAKING CA 501(C)(3) PF THE WALT DISNEY FAMILY MUSEUM 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 THE WALT AND LILLY DISNEY FOUNDATION C 7513075 FMV FORM 990, SCHEDULE R, PART III: THE ORGANIZATION RECEIVES SUBSTANTIAL FINANCIAL SUPPORT FROM THE WALT & LILLY DISNEY FOUNDATION (W&LDF). W&LDF ALSO GUARANTEES THE ORGANIZATION'S LEASE AGREEMENT AND ITS BOND OBLIGATIONS. W&LDF IS A RELATED EXEMPT ORGANIZATION, BUT THE TWO ENTITIES HAVE NO SHARED OPERATIONS OR COSTS. THE ORGANIZATION AND THE WALT DISNEY FAMILY FOUNDATION (WDFF) ARE CLOSELY RELATED EXEMPT ORGANIZATIONS WITH COMMON BOARD MEMBERS. THE TWO ORGANIZATIONS SHARE FACILITIES, EMPLOYEES, AND COSTS UNDER A COST-SHARING AGREEMENT. WDFF COLLABORATES WITH WDFM TO SUPPORT ITS INTERNAL HISTORIC RESEARCH AND TO PROVIDE LOANED ARTIFACTS AND ARTWORK FOR DISPLAY IN THE MUSEUM'S CORE GALLERIES, SPECIAL AND TRAVELING EXHIBITIONS, AND EDUCATIONAL PRESENTATIONS TO SUPPORT THE ONGOING DELIVERY OF THE ORGANIZATION'S MISSION.