SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK (EIN 95-1643375)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202441349349307649
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T13:55:00-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330783983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | West Rhode & Roberts | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2741 4th Ave | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SOCIETY OF NATURAL HISTORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192323821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 121390 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT JAWLIK | PersonNm |
| Person Title | VP CFO/COO | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATT | PersonFirstNm |
| Person Last | JAWLIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher M Roberts | PreparerPersonNm |
| PTIN | P00235008 | PTIN |
| Phone | 6196155380 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 121390 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,200,384 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDNHM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS; TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA; AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 237 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$460 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,586,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,672,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,888,498 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,053,454 | CYProgramServiceRevenueAmt |
| PY Investment Income | $510,681 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,762,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $392,032 | PYOtherRevenueAmt |
| CY Other Revenue | $768,784 | CYOtherRevenueAmt |
| PY Total Revenue | $15,377,785 | PYTotalRevenueAmt |
| CY Total Revenue | $27,257,118 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,931 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $102,969 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,525,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,827,904 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,137,019 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,948,764 | PYOtherExpensesAmt |
| CY Other Expenses | $5,579,246 | CYOtherExpensesAmt |
| PY Total Expenses | $11,495,412 | PYTotalExpensesAmt |
| CY Total Expenses | $13,510,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,882,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,746,999 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,382,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,046,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,733,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,341,758 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,649,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,704,583 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS; TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA; AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,847,274 | ExpenseAmt |
| Revenue | $3,641,335 | RevenueAmt |
| Desc | PUBLIC PROGRAMS: THE MUSEUM OFFERS PUBLIC ACCESS TO EXHIBITIONS ON FIVE FLOORS, A 3-D GIANT SCREEN THEATER, AND EDUCATION CLASSROOMS. INFORMAL EDUCATION PROGRAMS INCLUDE EXHIBITONS THAT PRESERVE AND DISPLAY NATURAL OBJECTS DOCUMENTING THE GEOLOGICAL HISTORY AND BIODIVERSITY OF THE REGION, EDUCATIONAL CLASSES, LECTURES, AND EXPEDITIONS IN THE FIELD OF NATURAL SCIENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,745,368 | ExpenseAmt |
| Grant | $102,969 | GrantAmt |
| Revenue | $3,030,859 | RevenueAmt |
| Desc | SCIENCE: THE MUSEUMS BIODIVERSITY RESEARCH CENTER OF THE CALIFORNIANS (BRCC) SERVES AS THE LEADER FOR THE PRESERVATION AND INTERPRETATION OF SCIENTIFIC SPECIMANS THAT DOCUMENT THE BIODIVERSITY OF SOUTHERN CALIFORNIA AND BAJA CALIFORNIA. THE EXTENSIVE COLLECTION OF THE BRCC SUPPORT THE MUSEUM SCIENTISTS RESEARCH AND PUBLICATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $150,504 | RevenueAmt |
| Desc | EDUCATION: THE ENVIRONMENTAL SCIENCE EDUCATION CENTER (ESEC) IS A COMPREHENSIVE RESOURCE OF PROGRAMS THAT INSPIRE UNDERSTANDING, RESPECT AND RESPONSIBLE ACTION FOR OUR ENVIRONMENT. THE MUSEUM OFFERS LIFELONG LEARNING THROUGH SCHOOL PROGRAMS AND EDUCATOR RESOURCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,592,642 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 237 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY GRADWOHL | PersonNm |
| Phone | 6192550213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1788 EL PRADO | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JUDY GRADWOHL | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $279,228 | $0 | $5,587 | |
| TOM DEMERE | |||||||
| DIR OF PALEO SERV | 40.00 | 0.00 | $142,080 | $0 | $10,846 | ||
| EOWYN BATES | |||||||
| VP PHILANTHROPY | 40.00 | 0.00 | Yes (X) | $134,104 | $0 | $4,043 | |
| MICHAEL WALL | |||||||
| VP RESEARCH | 40.00 | 0.00 | Yes (X) | $116,809 | $0 | $12,868 | |
| MARY SHVODIAN | |||||||
| CONTROLLER | 40.00 | 0.00 | $114,208 | $0 | $6,103 | ||
| JUSTIN CANTY | |||||||
| SR. DIR EDUC | 40.00 | 0.00 | Yes (X) | $105,968 | $0 | $9,212 | |
| JON REBMAN | |||||||
| INTRM VP SCIENC | 40.00 | 0.00 | Yes (X) | $76,412 | $0 | $7,045 | |
| MATT JAWLIK | |||||||
| VP CFO/COO | 40.00 | 0.00 | Yes (X) | $50,635 | $0 | $141 | |
| MARK OROZCO | |||||||
| VP CFO/COO | 40.00 | 0.00 | Yes (X) | $40,107 | $0 | $898 | |
| ALLISON C ALBERTS | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE BELL | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PETER MACCRACKEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EXEQUIEL EZCURRA PHD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMBER PAIRIS PHD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELAINE DODGE JD CRFE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STANLEY MALOY PHD | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANITA BUSQUETS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF SCOTT EDD | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM FLEMING | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW GARMAN | |||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RON OTTINGER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN DOWNING | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRYSA MINEO | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,059,551 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $56,743 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDLIFE INNOVATIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11629 WESTRIDGE PLACE | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | BIOLOGIST SERVICES | ServicesDesc |
| Compensation | $101,254 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $855,087 | GovernmentGrantsAmt |
| All Other Contributions | $17,817,728 | AllOtherContributionsAmt |
| Total Contributions | $18,672,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $2,732,124 | $2,732,124 |
| CONTRACTS | 900099 | $3,030,859 | $3,030,859 |
| MEMBERSHIP DUES & ASSESS | 713990 | $290,471 | $290,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,053,454 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,036,280 | TotalRevenueColumnAmt |
| Exclusion | $1,036,280 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,008,602 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,009,062 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$460 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$460 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$460 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,659,989 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $934,204 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,785 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $725,785 | TotalRevenueColumnAmt |
| Exclusion | $725,785 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AUXILIARY ACTIVITIES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $769,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $769,244 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $769,244 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,257,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,822,698 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$460 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,762,065 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,969 | TotalAmt |
| Program Services | $102,969 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,116 | TotalAmt |
| Program Services | $677,838 | ProgramServicesAmt |
| Management And General | $96,852 | ManagementAndGeneralAmt |
| Fundraising | $87,426 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,663,521 | TotalAmt |
| Program Services | $4,371,606 | ProgramServicesAmt |
| Management And General | $674,567 | ManagementAndGeneralAmt |
| Fundraising | $617,348 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,548 | TotalAmt |
| Program Services | $22,073 | ProgramServicesAmt |
| Management And General | $4,477 | ManagementAndGeneralAmt |
| Fundraising | $2,998 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,501 | TotalAmt |
| Program Services | $473,985 | ProgramServicesAmt |
| Management And General | $96,143 | ManagementAndGeneralAmt |
| Fundraising | $64,373 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,218 | TotalAmt |
| Program Services | $476,761 | ProgramServicesAmt |
| Management And General | $96,705 | ManagementAndGeneralAmt |
| Fundraising | $64,752 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,046 | TotalAmt |
| Management And General | $92,046 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,047 | TotalAmt |
| Program Services | $148,664 | ProgramServicesAmt |
| Management And General | $15,649 | ManagementAndGeneralAmt |
| Fundraising | $8,734 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,296 | TotalAmt |
| Program Services | $65,577 | ProgramServicesAmt |
| Management And General | $49,087 | ManagementAndGeneralAmt |
| Fundraising | $47,632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,651 | TotalAmt |
| Program Services | $333,889 | ProgramServicesAmt |
| Management And General | $35,146 | ManagementAndGeneralAmt |
| Fundraising | $19,616 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,507 | TotalAmt |
| Program Services | $449,028 | ProgramServicesAmt |
| Management And General | $84,910 | ManagementAndGeneralAmt |
| Fundraising | $19,569 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,429 | TotalAmt |
| Program Services | $254,215 | ProgramServicesAmt |
| Management And General | $47,490 | ManagementAndGeneralAmt |
| Fundraising | $25,724 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,212 | TotalAmt |
| Program Services | $1,507,397 | ProgramServicesAmt |
| Management And General | $150,162 | ManagementAndGeneralAmt |
| Fundraising | $34,653 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,727 | TotalAmt |
| Program Services | $182,368 | ProgramServicesAmt |
| Management And General | $18,167 | ManagementAndGeneralAmt |
| Fundraising | $4,192 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICE EXPENSES | $1,321,373 | $933,352 | $299,634 | $88,387 |
| EQUIPMENT & SUPPLIES | $399,211 | $330,220 | $17,376 | $51,615 |
| CAFE, BAR AND KITCHEN EXPENSES | $160,607 | $160,607 | ||
| OTHER EXPENSES | $104,140 | $102,093 | $2,047 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,510,119 | TotalAmt |
| Program Services | $10,592,642 | ProgramServicesAmt |
| Management And General | $1,780,458 | ManagementAndGeneralAmt |
| Fundraising | $1,137,019 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,676,360 | BOYAmt |
| EOY | $11,136,821 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,355 | BOYAmt |
| EOY | $11,375,580 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,585,847 | BOYAmt |
| EOY | $1,234,984 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,661 | BOYAmt |
| EOY | $1,133,021 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,386 | BOYAmt |
| EOY | $45,929 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,213 | BOYAmt |
| EOY | $112,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,033,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,034,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,450,494 | BOYAmt |
| EOY | $15,999,501 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,281,095 | BOYAmt |
| EOY | $19,045,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,588 | BOYAmt |
| EOY | $4,251,405 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,078,292 | BOYAmt |
| EOY | $10,711,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,382,291 | BOYAmt |
| EOY | $75,046,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,786 | BOYAmt |
| EOY | $2,099,088 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,472 | BOYAmt |
| EOY | $242,670 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,733,258 | BOYAmt |
| EOY | $2,341,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,832,509 | BOYAmt |
| EOY | $22,348,858 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,816,524 | BOYAmt |
| EOY | $50,355,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,649,033 | BOYAmt |
| EOY | $72,704,583 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,382,291 | BOYAmt |
| EOY | $75,046,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,746,999 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,308,551 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,188,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,052,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,293,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,829,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,963,286 | CurrentTaxYearAmt |
| Total | $45,327,634 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,188,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,052,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,293,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,829,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,963,286 | CurrentTaxYearAmt |
| Total | $45,327,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,212,052 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,115,582 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,445,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,036,280 | CurrentTaxYearAmt |
| Total | $4,248,708 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $579,872 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,653,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $419,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $769,244 | CurrentTaxYearAmt |
| Total | $3,736,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,313,245 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,538,659 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,908,989 | BeginningYearBalanceAmt |
| Contributions | $175,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,596,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $950,278 | OtherExpendituresAmt |
| End Year Balance | $25,730,587 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,849,550 | BeginningYearBalanceAmt |
| Contributions | $3,005,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,233,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $712,078 | OtherExpendituresAmt |
| End Year Balance | $23,908,989 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,445,644 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,302,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,391 | OtherExpendituresAmt |
| End Year Balance | $24,849,550 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,005,015 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $292,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $856,518 | OtherExpendituresAmt |
| End Year Balance | $20,445,644 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,793,376 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,030,225 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $823,586 | OtherExpendituresAmt |
| End Year Balance | $21,005,015 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.80780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,696,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,423,045 | DepreciationAmt |
| Book Value | $2,273,781 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,442,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $636,233 | DepreciationAmt |
| Book Value | $7,806,171 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,878,852 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,270,635 | DepreciationAmt |
| Book Value | $4,608,217 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,015,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $704,563 | DepreciationAmt |
| Book Value | $1,311,332 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,999,501 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $4,251,405 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN CHARITABLE TRUST | $8,160,325 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,550,775 |
| COLLECTIONS AND EXHIBITS | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,711,101 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,507,071 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,308,551 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $24,386 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,009,062 | OtherRevenueAmt |
| Revenue Not Reported | $2,341,999 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,165,072 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,046 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $92,046 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,257,118 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,451,521 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $24,386 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,009,062 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,033,448 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,418,073 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,046 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $92,046 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,510,119 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | THE MUSEUM HOUSES NEARLY EIGHT MILLION NATURAL HISTORY SPECIMENS IN COLLECTIONS. THE SPECIMENS INCLUDE PLANTS, BIRDS, MAMMALS, INSECTS, REPTILES, AMPHIBIANS, MARINE INVERTEBRATES, FOSSILS, AND MINERALS MAINLY FROM WESTERN UNITED STATES, BAJA CALIFORNIA, AND NORTHERN MEXICO. IN ADDITION, THE MUSEUM'S LIBRARY INCLUDES SOME 25,000 TITLES IN 90,000 VOLUMES WITH SEVERAL SIGNIFICANT AND RARE VOLUMES ON NATURAL HISTORY. THE MUSEUM'S COLLECTIONS ARE EXPENSED WHEN ACQUIRED. |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE MUSEUM'S COLLECTIONS TOTAL APPROXIMATELY 8 MILLION SPECIMENS, SOME DATING FROM THE 1870'S. THE COLLECTIONS AND RELATED RESEARCH ARE CENTERED AROUND THE SOUTHERN CALIFORNIA/BAJA REGION. THE COLLECTIONS REPRESENT A RICH AND VITAL SOURCE FOR RESEARCH IN MANY OF THE FUNDAMENTAL ARENAS OF MODERN BIOLOGICAL SCIENCES, SUCH AS CLIMATE CHANGE, EVOLUTION, BIODIVERSITY AND ECOLOGY. |
| Part V, Line 4: Intended uses of the endowment fund. | THE MUSEUM'S ENDOWMENT FUNDS ARE RESTRICTED TO USE PER THE REQUEST OF THE DONORS. A LARGE PORTION OF THE FUNDS ARE RESTRICTED TO SUPPORT THE MUSEUM'S SCIENTIFIC RESEARCH AND EDUCATION. |
| Part X : FIN48 Footnote | The Museum is exempt from federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income tax. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Museum has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | RENTAL EXPENSES $1009062 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | RENTAL EXPENSES $1009062 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | SCIENTIFIC RESEARCH | $85,034 |
| AUSTRALIA | 0 | 0 | PROGRAM SERVICE | SCIENTIFIC RESEARCH | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $85,834 | SubtotalSpentAmt |
| Total Spent | $85,834 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| AUSTRALIA | SCIENTIFIC RESEARCH | $800 | WIRE & CHECK | FMV |
| NORTH AMERICA | SCIENTIFIC RESEARCH | $15,135 | WIRE & CHECK | FMV |
| NORTH AMERICA | SCIENTIFIC RESEARCH | $69,898 | WIRE & CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCIENTIFIC RESEARCH | TypeOfAssistanceTxt |
| Region | NORTH AMERICA | RegionTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $17,136 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRES & CHECK | MannerOfCashDisbursementTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt |
|---|---|---|---|---|
| JUDY GRADWOHL | ||||
| President & CEO | $279,228 | $5,587 | $284,815 | |
| TOM DEMERE | ||||
| DIR OF PALEO SERV | $142,080 | $7,425 | $152,926 | $3,421 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | THE MUSEUM IS A MEMBERSHIP ORGANIZATION. MEMBERS PAY ANNUAL DUES AND RECEIVE MEMBERSHIP BENEFITS IN RETURN. |
| Form 990, Part VI, Section B, Line 11b | REVIEWED BY THE TREASURER OF THE BOARD OF DIRECTORS AND THE CHIEF FINANCIAL OFFICER THEN FORWARDED TO THE FULL BOARD SUBSEQUENT TO THE REVIEW OF THE FINANCE COMMITTEE. |
| Form 990, Part VI, Section B, Line 12c | ALL BOARD DIRECTORS ARE REQUIRED TO ANNUALLY REVIEW, SIGN AND SUBMIT A COPY OF THE MUSEUM'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. |
| Form 990, Part VI, Section B, Line 15a | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE COMPENSATION FOR THE PRESIDENT AND CEO, USING SALARY SURVEYS AND COMPARISON TO OTHER SIMILAR ORGANIZATIONS. |
| Form 990, Part VI, Section C, Line 19 | MADE AVAILABLE BOTH UPON REQUEST AND ON THE MUSEUM'S PUBLIC WEBSITE. |
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