SANTA BARBARA MUSEUM OF NATURAL HISTORY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA MUSEUM OF NATURAL HISTORY (EIN 95-1643378)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349318789
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- 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 | 2024-11-15T14:50:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CARRILLO ST STE 300 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA MUSEUM OF NATURAL HISTORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8056824711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931052936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMAL ZALATIMO | PersonNm |
| Person Title | BUSINESS DEVELOPMENT OFFICER | PersonTitleTxt |
| Phone | 8056824711 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMAL ZALATIMO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931052936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,572,545 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SBNATURE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 184 | TotalEmployeeCnt |
| Total Volunteers | 577 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,045,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,438,191 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,970,372 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,593,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,719,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $965,119 | CYInvestmentIncomeAmt |
| PY Other Revenue | $216,406 | PYOtherRevenueAmt |
| CY Other Revenue | -$476,633 | CYOtherRevenueAmt |
| PY Total Revenue | $8,951,310 | PYTotalRevenueAmt |
| CY Total Revenue | $9,520,658 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,104 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,707,385 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,155,389 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,021,145 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,411,221 | PYOtherExpensesAmt |
| CY Other Expenses | $4,885,774 | CYOtherExpensesAmt |
| PY Total Expenses | $10,133,710 | PYTotalExpensesAmt |
| CY Total Expenses | $11,041,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,182,400 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,520,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,940,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,420,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,993,365 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,132,330 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,946,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $90,288,574 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOLLOWING THREE GUIDING PRINCIPLES ARE THE FOUNDATION FOR ALL OF THE SANTA BARBARA MUSEUM OF NATURAL HISTORY'S ACTIVITIES: INSPIRING AN AWE FOR NATURE AND A THIRST FOR DISCOVERY; PROMOTING SUSTAINABILITY; AND CONNECTING OUR COMMUNITIES. THROUGH THESE PRINCIPLES WE STRIVE TO FOSTER A COMMUNITY THAT EXPLORES, UNDERSTANDS, AND PROTECTS THE NATURAL WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,723,389 | ExpenseAmt |
| Revenue | $106,175 | RevenueAmt |
| Desc | COLLECTIONS & RESEARCH:THIS PROGRAM ENCOMPASSES THE ACTIVITIES OF SIX RESEARCH DEPARTMENTS WITH A STAFF OF CURATORS AND ASSISTANTS. EACH DEPARTMENT IS CONTINUALLY INVOLVED IN DEVELOPING AND CONSERVING EXTENSIVE COLLECTIONS OF SPECIMENS, ARTIFACTS, BOOKS AND MANUSCRIPTS, ETC., THAT NUMBER OVER 3.5 MILLION ITEMS, AS WELL AS MAKING THESE RESOURCES ACCESSIBLE TO RESEARCHERS, EITHER DURING ACTUAL VISITS OR THROUGH WEB-BASED SERVICES. EXPENSES INCLUDE STAFF SALARIES, COLLECTION ACQUISITION, CONSERVATION, BIODIVERSITY AND ARCHAEOLOGICAL RESEARCH, PRODUCTION OF PUBLICATIONS, ECOLOGICAL FIELD SURVEYS, PUBLIC EXHIBIT DEVELOPMENT AND COMMUNITY OUTREACH.LIBRARY:THIS WAS A YEAR OF CHANGE FOR THE LIBRARY. IT BEGAN WITH STAFF PREPARING FOR A BOOK SALE, SPACE PLANNING FOR A MOVE, AND WEEDING PERIODICALS IN PREPARATION FOR LIBRARY CONSTRUCTION. THE LIBRARY BUILDING WAS TO GAIN A NEW ROOF, REINFORCEMENT OF THE CEILING TRUSSES, HEATING AND AIR CONDITIONING IN THE MAIN READING ROOM, LIBRARIAN'S AND ARCHIVES & MANUSCRIPTS OFFICES, UPDATED STAIR TREADS, AND NEW FLOORING IN THE BASEMENT. BY THE SECOND WEEK OF APRIL, LIBRARY STAFF HAD VACATED THE LIBRARY BUILDING AND SET UP NEW WORK AREAS ON THE SECOND FLOOR OF THE INVERTEBRATE ZOOLOGY LAB. THIS BECAME THEIR PRIMARY WORK SPACE FOR THE REST OF 2023. THE LIBRARY STAFF CONTINUED ITS WORK ON COLLECTION PROCESSING, LIMITED REFERENCE ASSISTANCE AND MUSEUM-WIDE SUPPORT. ATTENDING TO A BACKLOG OF UNCATALOGUED BOOKS, DIGITIZING RESEARCH NOTES, HOSTING LOCAL HIGH STUDENTS FOR A RESEARCH PROJECT, RESTORATION OF ANTIQUE COURTYARD TILES AS WELL AS PROCESSING GIFTS OF NATURE PRINTS FROM VARIOUS ESTATES WERE SOME OF THE PROJECTS ENGAGING THE LIBRARY STAFF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,866,606 | ExpenseAmt |
| Revenue | $2,168,114 | RevenueAmt |
| Desc | B. EXHIBITS AND VISITOR SERVICES:THE MUSEUM HAS TWO SITES. ITS MISSION CANYON CAMPUS AND THE SEA CENTER LOCATED ON STEARNS WHARF.GATE ATTENDANCE AT THE MISSION CANYON CAMPUS IN 2023 WAS 108,000. IN ADDITION, 8506 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS, 20 CAME FOR COMMUNITY USES AND 28 CAME SPECIFICALLY FOR RESEARCH, FOR A TOTAL ATTENDANCE AT THE MISSION CANYON CAMPUS OF 116554. (NOT COUNTING THE NATURE ADVENTURES CAMPERS - SEE BELOW)GATE ATTENDANCE AT THE SEA CENTER IN 2023 WAS OVER 113,000. IN ADDITION, OVER 2000 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS AND OVER 1400 ATTENDED COMMUNITY EVENTS (FESTIVALS AND BEACH CLEAN UP) FOR A TOTAL ATTANCE AT THE SEA CENTER OF 116,400+.BUTTERFLIES ALIVE!:THE MUSEUM OPENED ITS OUTDOOR BUTTERFLY PAVILION IN A WAY THAT ALLOWS GUESTS TO EXPERIENCE AN UP-CLOSE INTERACTION. GUESTS ARE ABLE TO MOVE THROUGH A BEATUTIFUL GARDEN WHILE APPROXIMATELY 1000 LIVE BUTTERFLIES FLUTTER FREELY. THE EXHIBIT FEATURES DAZZLING VARIETIES OF BUTTERFLIES FROM COSTA RICA AND FLORIDA. VISITORS LEARN ABOUT THE LIFE CYCLE AND BEHAVIOR OF THESE SPECTACULAR INVERTEBRATES WHILE OBSERVING THEM UP CLOSE.0 TO 60: AN UNDERWATER ADVENTURE FROM THE EQUATOR TO ALASKA. A PHOTOGRAPHIC EXHIBIT BY RICHARD SALAS: AN EXHIBIT OF UNDERWATER PHOTOGRAPHY DOCUMENTING 4000 MILES OF UNDERWATER ADVENTURE. THE MUSEUM BACKYARD AND NATURE CLUB HOUSE:THE MUSEUM BACKYARD AND NATURE CLUBHOUSE IS AN ADA ACCESSIBLE PLAY AREA NESTLED IN THE OAK WOODLAND ALONG MISSION CREEK. GUESTS CAN RELAX, EXPLORE AND PLAY ALONG THE BACKYARD CREEK. ACTIVITIES (MYSTERY BOX, NATURE STORIES, AND ROCKS IN A BOX) SUPPORTED BY FRIENDLY NATURALISTS ENGAGE VISITORS IN NATURE PLAY. THE CLUBHOUSE IS STAFFED WITH NATURALISTS THAT ANSWER QUESTIONS, SHARE ACTIVITIES ABOUT THE NATURAL WORLD AND WHAT MAKES THE SANTA BARBARA REGION UNIQUE. THEY SUPPORT THE POPULAR NATURE EXCHANGE PROGRAM, CREEPY CRAWLY ENCOUNTERS, AND ALLOW FOR NATURAL CURIOSITY THROUGH TACTILE INTERACTIONS.MAXIMUS GALLERY:THE JOHN AND PEGGY MAXIMUS GALLERY, LOCATED AT THE MISSION CANYON CAMPUS, IS DEDICATED TO THE PRESERVATION AND DISPLAY OF ANTIQUEPRINTS AND PRESENTS TWO TO THREE ORIGINAL EXHIBITS A YEAR WHICH HIGHLIGHT THE HISTORY AND DEVELOPMENT OF THE SCIENCES.TWO ORIGINAL EXHIBITS WERE CREATED BY IN-HOUSE CURATOR AND STAFF EXHIBIT DESIGNER FOR THE MAXIMUS GALLERY IN 2023.DRAWN BY A LADY PROVIDED A FASCINATING LOOK AT GENDER ISSUES IN THE HISTORY OF SCIENCE. THE SPRING EXHIBIT SHED LIGHT ON THE LIVES OF EIGHT WOMEN AUTHORS AND ILLUSTRATORS WHOSE CONTRIBUTIONS TO BOTANICAL SCIENCE WERE DIMINISHED BY THE PREVAILING CULTURE IN THE 18TH AND 19TH CENTURIES. THESE WOMEN DEFIED CONVENTION IN AN ERA WHEN IT WAS SOCIALLY UNACCEPTABLE FOR THEM TO EARN A LIVING. DENIED ACCESS TO FORMAL EDUCATION, THEY USED THEIR SKILLS IN DRAWING AND PAINTING TO MAKE MEANINGFUL CONTRIBUTIONS TO THE EMERGING FIELD OF BOTANY. THEY WROTE AND ILLUSTRATED BOOKS, SOMETIMES PUBLISHED ANONYMOUSLY, USING THEIR HUSBAND'S NAME, OR CREDITED SIMPLY" BY A LADY."VOYAGES OF DISCOVERY, A NATURAL HISTORY EXPLORATION OPENED IN THE MAXIMUS GALLERY ON OCTOBER 13 AND CONTINUES UNTIL MARCH 10, 2024. THE IMAGES ON DISPLAY IN THIS EXHIBIT ARE A VISUAL RECORD OF FASCINATING DISCOVERIES MADE DURING NATURAL SCIENCE EXPLORATION. RECENTLY ADDED TO THE MAXIMUS ART COLLECTION, THEY WERE PUBLISHED IN REPORTS OF 18TH- AND 19TH-CENTURY SAILING VOYAGES. MANY HAVE BEEN PRESERVED FOR OVER 300 YEARS-A REFLECTION OF HOW MUSEUMS AND LIBRARIES HAVE LONG VALUED THESE METICULOUS OBSERVATIONS.AT THE SEA CENTER:GUESTS TO THE SEA CENTER ARE ABLE TO LOOK AND LEARN MORE ABOUT SEA HORSES, CORAL REEF INHABITANTS, JELLIES, AND SIMILARLY ELEGANT ANIMALS. VISITORS GET THEIR HANDS WET AS THEY EXPLORE THE WONDERS AND BEAUTY OF LOCAL MARINE LIFE IN THE INTERTIDAL WONDERS TOUCH POOLS. TRAINED NATURALISTS GUIDE EXPLORERS IN THE DISCOVERY OF A VARIETY OF MARINE ANIMALS THAT CALL SANTA BARABARA COAST THEIR HOME. ALONG WITH THE NATURALISTS, THERE WERE 114 VOLUNTEERS WHO DONATED OVER 10,000 HOURS OF SERVICE TO INTERPRET THE INTERACTIVE STATIONS FOR VISITORS.WHITE ABALONE CAPTIVE BREEDING PROGRAM:AS A PARTNER IN THE WHITE ABALONE CAPTIVE BREEDING PROGRAM AND A MEMBER OF THE WHITE ABALONE RECOVERY CONSORTIUM, THE SEA CENTER CONTIUES TO CARE FOR THE WHITE ABALONE AND PARTICIPATE IN COLLABORATIVE EFFORTS SUCH AS SPAWING ATTEMPTS AND JUVENILE RELEASES. IN 2023, THE SEA CENTER RELEASED TWO JUVENILE COHORTS INTO THE WILD.WET DECK REFRESH:THE SEA CENTER COMPLETED THE REFRESH OF THE WET DECK IN NOVEMBER. THE POPULAR EXHIBIT AREA WAS THE LAST SPACE TO BE REFRESHED. THE SPACE WAS PAINTED, NEW MOON POOL WALLS AND GRAPHICS WERE INSTALLED WITH A VIEW PORT FOR LITTLE ONES. NEW CABINETRY AND A DEDICATED QUARANTINE AREA WERE INTRODUCED. THE SPACE RETAINS ITS ESSENCE BUT IS MUCH MORE INVITING TO VISITORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,456,444 | ExpenseAmt |
| Revenue | $319,692 | RevenueAmt |
| Desc | C. EDUCATION:THE MUSEUM'S EDUCATIONAL PROGRAMS PROMOTE SCIENTIFIC LITERACY AND INSTILL A PASSION FOR NATURE AND A COMMITMENT TO LEARNING. THESE RICH EDUCATIONAL EXPERIENCES ARE PROVIDED TO SCHOOL CHILDREN AND COMMUNITY MEMBERS.THE MUSEUM PARTICIPATES IN THE "NO CHILD LEFT INSIDE" MOVEMENT AND A REGIONAL LEADER OF THE NATIONAL CHILDREN AND NATURE NETWORK.TEEN PROGRAMS - QUASARS TO SEA STARS:THE MUSEUM RUNS A NATIONALLY RECOGNIZED PROGRAM, QUASARS TO SEA STARS, WHICH OFFER FOUR YEARS OF YEAR-ROUND EDUCATION AND WORK EXPERIENCES FOR 16 HIGH SCHOOL STUDENTS. THROUGH MENTORSHIP, RESEARCH OPPORTUNITIES, WORK SHIFTS AND VOLUNTEER ACTIVITIES, THE TEENS LEARN AND DEVELOP TIME MANAGEMENT, PUBLIC SPEAKING, PROJECT MANAGEMENT, AND SCIENTIFIC RESEARCH SKILLS. THROUGHOUT THE YEAR, TEENS ASSIST IN THE BUTTERFLY PAVILION, MUSEUM BACKYARD, SEA CENTER INTERPRETATIONS AND AQUARIUM DUTIES.DURING THE SUMMER, FRESHMEN QUASARS TOOK WEEKLY CLASSES OF MUSEUM 101, TAUGHT BY DEPARTMENT HEADS THROUGHOUT THE MUSEUM. THE FORMER USED THEIR GAINED KNOWLEDGE OF MUSEUM OPERATIONS AND HISTORY TO CONSTRUCT THEIR OWN HYPOTHETICAL MUSEUM. QUASARS LOGGED A TOTAL OF 2,452 VOLUNTEER HOURS DURING THE YEAR: 481 IN SPRING, 1,531 OVER SUMMER, AND 440 DURING FALL.TEEN PROGRAMS - COUNSELORS-IN-TRAININGIN 2023, TEEN PROGRAMS SERVED 62 TEENS IN THE COUSELORS-IN-TRAINING (CIT) PROGRAM WHERE PARTICIPANTS VOLUNTEER TO SERVE AS COUNSELORS FOR THE NATURE ADVENTURES SUMMER CAMPS. THIS YEAR, THE CITS LOGGED 2580 HOURS OF SERVICE.NATURE ADVENTURES - AFTER SCHOOL CLASSES AND CAMPSTHE MUSEUM OFFERED IN PERSON CAMPS AND CLASSES IN 2023 AND UNDERWENT PERSONNEL CHANGES THROUGHOUT THE YEAR. CLASS THEMES FOR THE WINTER AND SPRING SESSIONS INCLUDED WINTER SCIENCE AND ART AND CORALS AND CORAL HABITATS, RESPECTIVELY. THE CLASSES ENROLLED 47 PARTICIPANTS IN THE WINTER SESSION AND 34 IN THE SPRING SESSION. CAMP THEMES FOR THE SPRING SESSION INCLUDED KITCHEN LAB, GROSS SCIENCE, MYSTERY SOLVING AND KELP FOREST HABITAT STUDY FOR 60 CAMPERS, AGES 4-12 YEARS. SUMMER CAMP THEMES VARIED FROM ASTRONOMY TO WIZARDRY AND EVERYTHING NATURAL HISTORY; OFFERING 25 CAMPS FOR 644 ENROLLEES, AGES 4-14 OVER A TEN WEEK PERIOD.SCHOOL AND TEACHER SERVICESTHE MUSEUM'S SCHOOL AND TEACHER SERVICES (STS) PROGRAM PROVIDES GRADE SPECIFIC, STANDARDS ALIGNED FIELD TRIPS FOR VISITING SCHOOL GROUPS AT TWO SITES (MISSION CANYON CAMPUS AND SEA CENTER). MANY OF THE FIELD TRIP VISITS ARE FACILITATED BY MEMBERS OF THE MUSEUM EDUCATOR PROGRAM WHO GUIDE STUDENTS THROUGH THE SUBJECT MATTER. THE MUSEUM EDUCATOR PROGRAM PROVIDES MATERIALS, INFORMATION AND TEACHING TECHNIQUES TO THESE DOCENTS WHO ENGAGE KIDS IN FUN LEARNING EXPERIENCES. AFTER MORE THAN A YEAR OF ADJUSTED PROGRAMMING DUE TO COVID WHERE WE WENT FULLY VIRTUAL FOR A FULL YEAR AND THEN HYBRID 2022-23, WE REESTABLISHED OUR FULL COMPLEMENT OF SCHOOL PROGRAMS SOLIDLY IN THE FALL OF 2023, BRINGING BACK ALL OF OUR ORIGINAL PROGRAMMING AND SUNSETTING THE VIRTUAL OFFERINGS. TOPICS INCLUDED GEODYSSEY, MEET THE TEETH, CONNECTING WITH THE CHUMASH AND DINOSAUR CSI. FOR THE 2022-2023 SCHOOL YEAR, 8506 STUDENTS WERE SERVED ACROSS THE TWO CAMPUS SITES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,046,439 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 184 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056824711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BOBBIE KINNEAR | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY VALESKI | |||||||
| IMMEDIATE PAST CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRAD WILLIS | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOUG DREIER | |||||||
| VICE CHAIR GOVERNANCE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| HANK MITCHEL | |||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MATT ADAMS | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BRADFORD | |||||||
| TRUSTEE | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE PARKER | |||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| TORY MILAZZO | |||||||
| VICE CHAIR FINANCE | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA FASSETT | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LAVERTY CORINNE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREN BOOTH | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L DEMOURKAS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE HEIDER-GRAY | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HOLZMAN | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM KOCHIS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH REICHEL | |||||||
| VICE CHAIR MASTER PLAN | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH SHESHUNOFF | |||||||
| VICE CHAIR DEVELOPMENT | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LOTUS VERMEER PHD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HIROKO BENKO | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRA EPLEY | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA LEE | |||||||
| TRUSTEE | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE SWETLAND | |||||||
| PRESIDENT & CEO | 40.00 | $232,870 | $0 | $74,734 | Yes (X) | ||
| DIANE WONDOLOWSKI | |||||||
| CHIEF FINANCIAL OFFICER | 38.00 | $143,391 | $0 | $14,682 | Yes (X) | ||
| CAROLINE BAKER | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $155,726 | $0 | $12,878 | Yes (X) | ||
| AMY CARPENTER | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $133,241 | $0 | $41,352 | Yes (X) | ||
| AMAL ZALATIMO | |||||||
| BUSINESS DEVELOPMENT OFFIC | 40.00 | $136,334 | $0 | $9,990 | Yes (X) | ||
| ANDREA MCFARLING | |||||||
| PHILANTHROPY OFFICER | 40.00 | $114,240 | $0 | $7,128 | Yes (X) | ||
| PHILLIP MORONES | |||||||
| IS SENIOR MANAGER | 40.00 | $104,304 | $0 | $9,249 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,020,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $170,013 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHIPPER CONSTRUCTION | |||||
| 610 EAST COTA STREET | SANTA BARBARA | CA | 93103 | CONSTRUCTION | $1,355,719 |
| EVANS & SUTHERLAND COMPUTER CORP | |||||
| 770 KOMAS DRIVE | SALT LAKE CITY | UT | 84108 | IT | $447,853 |
| MITHUN INC | |||||
| 1201 ALASKAN WAY SUITE 200 | SEATTLE | WA | 98101 | ARCHITECTURE | $189,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $739,796 | MembershipDuesAmt |
| Fundraising | $637,962 | FundraisingAmt |
| Government Grants | $244,290 | GovernmentGrantsAmt |
| All Other Contributions | $4,816,143 | AllOtherContributionsAmt |
| Noncash Contributions | $119,591 | NoncashContributionsAmt |
| Total Contributions | $6,438,191 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 900099 | $1,773,549 | $1,773,549 |
| MISC PROGRAM REVENUE | 900099 | $415,483 | $415,483 |
| EDUCATION PROGRAM FEES | 900099 | $282,445 | $282,445 |
| CONTRACT FEES | 541700 | $122,504 | $122,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,593,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $893,966 | TotalRevenueColumnAmt |
| Exclusion | $893,966 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $231,788 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $85,851 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $145,937 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,937 | TotalRevenueColumnAmt |
| Exclusion | $145,937 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,593,807 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,478,101 | SecuritiesAmt |
| Other | $44,553 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,706 | SecuritiesAmt |
| Other | -$44,553 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,153 | TotalRevenueColumnAmt |
| Exclusion | $71,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,354 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $637,962 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $935,702 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$841,348 | TotalRevenueColumnAmt |
| Exclusion | -$841,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $726,458 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $507,680 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,778 | TotalRevenueColumnAmt |
| Exclusion | $218,778 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,520,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,593,981 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $488,486 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,677 | TotalAmt |
| Program Services | $188,151 | ProgramServicesAmt |
| Management And General | $214,424 | ManagementAndGeneralAmt |
| Fundraising | $63,102 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,848,690 | TotalAmt |
| Program Services | $3,258,700 | ProgramServicesAmt |
| Management And General | $972,844 | ManagementAndGeneralAmt |
| Fundraising | $617,146 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,933 | TotalAmt |
| Program Services | $67,752 | ProgramServicesAmt |
| Management And General | $26,693 | ManagementAndGeneralAmt |
| Fundraising | $18,488 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,140 | TotalAmt |
| Program Services | $267,489 | ProgramServicesAmt |
| Management And General | $47,608 | ManagementAndGeneralAmt |
| Fundraising | $29,043 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,949 | TotalAmt |
| Program Services | $227,188 | ProgramServicesAmt |
| Management And General | $91,222 | ManagementAndGeneralAmt |
| Fundraising | $65,539 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,228 | TotalAmt |
| Management And General | $205,228 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,980 | TotalAmt |
| Program Services | $445,057 | ProgramServicesAmt |
| Management And General | $256,243 | ManagementAndGeneralAmt |
| Fundraising | $55,680 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,845 | TotalAmt |
| Program Services | $101,366 | ProgramServicesAmt |
| Management And General | $10,160 | ManagementAndGeneralAmt |
| Fundraising | $27,319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,954 | TotalAmt |
| Program Services | $165,819 | ProgramServicesAmt |
| Management And General | $87,760 | ManagementAndGeneralAmt |
| Fundraising | $54,375 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,007 | TotalAmt |
| Program Services | $322,810 | ProgramServicesAmt |
| Management And General | $36,627 | ManagementAndGeneralAmt |
| Fundraising | $19,570 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,991 | TotalAmt |
| Program Services | $48,841 | ProgramServicesAmt |
| Management And General | $16,536 | ManagementAndGeneralAmt |
| Fundraising | $11,614 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493,848 | TotalAmt |
| Program Services | $672,999 | ProgramServicesAmt |
| Management And General | $814,302 | ManagementAndGeneralAmt |
| Fundraising | $6,547 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,069 | TotalAmt |
| Program Services | $486,813 | ProgramServicesAmt |
| Management And General | $87,455 | ManagementAndGeneralAmt |
| Fundraising | $21,801 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EQUIPMENT | $334,831 | $327,133 | $7,698 | |
| SUPPLIES | $318,559 | $258,552 | $12,194 | $47,813 |
| REPAIRS AND MAINTENANCE | $142,180 | $106,522 | $5,039 | $30,619 |
| RENTALS | $96,382 | $62,347 | $5,990 | $28,045 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,900 | TotalAmt |
| Program Services | $38,900 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,041,163 | TotalAmt |
| Program Services | $7,046,439 | ProgramServicesAmt |
| Management And General | $2,973,579 | ManagementAndGeneralAmt |
| Fundraising | $1,021,145 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,695 | BOYAmt |
| EOY | $531,839 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,790 | BOYAmt |
| EOY | $526,342 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,860 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,092 | BOYAmt |
| EOY | $123,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,918 | BOYAmt |
| EOY | $636,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,012,688 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,840,332 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,501,868 | BOYAmt |
| EOY | $24,172,356 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,854,487 | BOYAmt |
| EOY | $46,128,975 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,164,417 | BOYAmt |
| EOY | $10,444,452 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,571,758 | BOYAmt |
| EOY | $11,851,160 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,940,025 | BOYAmt |
| EOY | $94,420,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,827 | BOYAmt |
| EOY | $693,965 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,404 | BOYAmt |
| EOY | $130,398 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,990 | BOYAmt |
| EOY | $2,962,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,144 | BOYAmt |
| EOY | $345,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,993,365 | BOYAmt |
| EOY | $4,132,330 | 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 | $57,484,099 | BOYAmt |
| EOY | $59,039,347 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,462,561 | BOYAmt |
| EOY | $31,249,227 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,946,660 | BOYAmt |
| EOY | $90,288,574 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,940,025 | BOYAmt |
| EOY | $94,420,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,520,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,615,810 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $46,806 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,199,803 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,157,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,541,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,720,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,045,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,438,191 | CurrentTaxYearAmt |
| Total | $30,903,590 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,157,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,541,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,720,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,045,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,438,191 | CurrentTaxYearAmt |
| Total | $30,903,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,564,317 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,339,273 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,027,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,489,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,362,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,125,754 | CurrentTaxYearAmt |
| Total | $5,999,840 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,903,430 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,213,168 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76800 | 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 | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,908,342 | BeginningYearBalanceAmt |
| Contributions | $501,353 | ContributionsAmt |
| Investment Earnings Or Losses | $6,925,216 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,406,221 | OtherExpendituresAmt |
| End Year Balance | $52,928,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,884,237 | BeginningYearBalanceAmt |
| Contributions | $205,090 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,897,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,283,273 | OtherExpendituresAmt |
| End Year Balance | $47,908,342 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,550,800 | BeginningYearBalanceAmt |
| Contributions | $634,931 | ContributionsAmt |
| Investment Earnings Or Losses | $5,848,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,149,677 | OtherExpendituresAmt |
| End Year Balance | $57,884,237 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,704,765 | BeginningYearBalanceAmt |
| Contributions | $502,885 | ContributionsAmt |
| Investment Earnings Or Losses | $6,565,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,222,467 | OtherExpendituresAmt |
| End Year Balance | $53,550,800 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,392,508 | BeginningYearBalanceAmt |
| Contributions | $145,500 | ContributionsAmt |
| Investment Earnings Or Losses | $8,218,816 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,052,059 | OtherExpendituresAmt |
| End Year Balance | $48,704,765 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $314,388 | OtherCostOrOtherBasisAmt |
| Book Value | $314,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,232,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,485,552 | DepreciationAmt |
| Book Value | $21,746,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,257,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,354,780 | DepreciationAmt |
| Book Value | $1,902,537 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,834 | OtherCostOrOtherBasisAmt |
| Book Value | $208,834 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,172,356 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONMARKETABLE AND OTHER INVESTMENTS | Desc |
| Book Value | $10,444,452 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,444,452 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD UNDER CHARITABLE AGREEMENTS | Desc |
| Book Value | $11,851,160 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,851,160 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $133,543 |
| AGENCY FUNDS | $67,282 |
| ECONOMIC DISASTER LOAN | $144,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $345,767 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,131,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,615,810 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,199,803 | OtherRevenueAmt |
| Revenue Not Reported | $6,815,613 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,315,430 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $205,228 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $205,228 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,520,658 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,835,935 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,835,935 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $205,228 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $205,228 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,041,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS PURCHASED AND DONATED ARE NOT INCLUDED IN THE ASSETS OF THE ORGANIZATION. THE MUSEUM IS CONTINUALLY DEVELOPING THE COLLECTIONS, WHICH CURRENTLY INCLUDE MORE THAN 3.5 MILLION SPECIMENS, ARTIFACTS, OTHER CULTURAL OBJECTS, BOOKS, AND MANUSCRIPTS. THESE HOLDINGS ARE USED BY MUSEUM SCIENTISTS AND A WORLDWIDE NETWORK OF RESEARCHERS FROM A VARIETY OF DISCIPLINES. THEIR USAGE FORMS THE BASIS OF PUBLISHED FINDINGS, AS WELL AS PROGRAMS IN EDUCATION AND MUSEUM EXHIBITIONS. THE COLLECTION IS KEPT UNDER CURATORIAL CARE INCLUDING CONSERVATION PRACTICES, AND IS SUBJECT TO THE MUSEUM'S POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO BE USED ONLY FOR ACQUISITION OF ADDITIONAL COLLECTIONS. THE MUSEUM DOES NOT RECOGNIZE AS A CONTRIBUTION ANY INCOME FROM DONATED COLLECTION ITEMS, AS ITS COLLECTIONS ARE NOT CAPITALIZED. |
| PART III, LINE 4: | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS PURCHASED AND DONATED ARE NOT INCLUDED IN THE ASSETS OF THE ORGANIZATION. THE MUSEUM IS CONTINUALLY DEVELOPING THE COLLECTIONS, WHICH CURRENTLY INCLUDE MORE THAN 3.5 MILLION SPECIMENS, ARTIFACTS, OTHER CULTURAL OBJECTS, BOOKS, AND MANUSCRIPTS. THESE HOLDINGS ARE USED BY MUSEUM SCIENTISTS AND A WORLDWIDE NETWORK OF RESEARCHERS FROM A VARIETY OF DISCIPLINES. THEIR USAGE FORMS THE BASIS OF PUBLISHED FINDINGS, AS WELL AS PROGRAMS IN EDUCATION AND MUSEUM EXHIBITIONS. THE COLLECTION IS KEPT UNDER CURATORIAL CARE INCLUDING CONSERVATION PRACTICES, AND IS SUBJECT TO THE MUSEUM'S POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO BE USED ONLY FOR ACQUISITION OF ADDITIONAL COLLECTIONS. THE MUSEUM DOES NOT RECOGNIZE AS A CONTRIBUTION ANY INCOME FROM DONATED COLLECTION ITEMS, AS ITS COLLECTIONS ARE NOT CAPITALIZED. |
| PART V, LINE 4: | INCOME FROM ENDOWMENT FUNDS IS USED TO FUND GENERAL OPERATIONS AS WELL AS BEING SPECIFICALLY EARMARKED TO SUPPORT MALACOLOGY, MUSEUM STUDIES, PUBLIC PROGRAMS, GEOLOGY, PALEONTOLOGY, INTERNSHIPS, THE MAXIMUS GALLERY FOR ANTIQUE NATURAL HISTORY PRINTS, INNOVATIVE EDUCATION, ENTOMOLOGY, THE LIBRARY AND THE SEA CENTER. |
| PART X, LINE 2: | THE MUSEUM EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2023, THE MUSEUM HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE MUSEUM FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE MUSEUM IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020 AND 2019, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE TRUSTS 1,199,803. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $496,136 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $496,136 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $32,717 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,602 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $389,001 | OtherDirectExpensesEvent1Amt |
| Event2 | ARTISTS TABLE | Event2Nm |
| Gross Receipts Event2 | $133,305 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $69,591 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $63,714 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,130 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,255 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $157,515 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $102,875 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $72,235 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,640 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $23,743 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $29,304 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $210,435 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $732,316 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $637,962 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,354 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $67,590 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $111,161 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $756,951 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $935,702 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$841,348 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | AMAL ZALATIMO | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUKE SWETLAND | ||||||||||||||
| PRESIDENT & CEO | $232,870 | $0 | $0 | $0 | $0 | $0 | $7,157 | $0 | $67,577 | $0 | $307,604 | $0 | $0 | $0 |
| AMY CARPENTER | ||||||||||||||
| CHIEF OPERATING OFFICER | $133,241 | $0 | $0 | $0 | $0 | $0 | $4,236 | $0 | $37,116 | $0 | $174,593 | $0 | $0 | $0 |
| CAROLINE BAKER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $155,726 | $0 | $0 | $0 | $0 | $0 | $4,525 | $0 | $8,353 | $0 | $168,604 | $0 | $0 | $0 |
| DIANE WONDOLOWSKI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $143,391 | $0 | $0 | $0 | $0 | $0 | $4,313 | $0 | $10,369 | $0 | $158,073 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS A PART OF THE EMPLOYMENT CONTRACT WITH THE CEO, THE MUSEUM PROVIDES HOUSING ON MUSEUM PROPERTY. THIS PROVIDES AN ADDITIONAL LAYER OF SECURITY FOR THE MUSEUM. THE CEO IS ON CALL FOR MUSEUM EMERGENCIES AS WELL AS OCCASSIONALLY USES THE RESIDENCE FOR MUSEUM FUNCTIONS. AS PART OF THE EMPLOYMENT CONTRACT WITH THE COO, THE MUSEUM PROVIDES DISCOUNTED HOUSING ON MUSEUM PROPERTY. THIS PROVIDES AN ADDITIONAL LAYER OF SECURITY FOR THE MUSEUM. THE COO IS ON CALL FOR MUSEUM EMERGENCIES AND RESPONDING TO AFTER-HOUR CALLS FROM THE ALARM COMPANY. |
| PART I, LINE 7 | TOTAL COMPENSATION INCLUDES A DISCRETIONARY BONUS DETERMINED BY THE CEO FOR STRONG PERFORMANCE. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 405 | ContributionCnt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $119,591 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS DONATED ARE NOT INCLUDED IN REVENUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN ELECTRONIC VERSION OF THE FORM 990 WAS SENT TO ALL FINANCE COMMITTEE AND BOARD MEMBERS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | SIGNED STATEMENTS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED FROM BOARD MEMBERS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES OF THE EXECUTIVE DIRECTOR AND CFO ARE SET BY THE BOARD'S EXECUTIVE COMMITTEE AFTER REVIEW OF CURRENT COMPARATIVE DATA OF CALIFORNIA NONPROFITS AND MUSEUMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE TRUSTS 1,199,803. |
| FORM 990, PART XI, LINE 2C | THE MUSEUM HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE LAST YEAR. |
| PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE | THE MUSEUM'S BYLAWS CALL FOR THE EXISTENCE OF AN EXECUTIVE COMMITTEE OF THE BOARD, CONSISTING OF NO FEWER THAN SIX TRUSTEES, INCLUDING THE VICE CHAIRS FOR GOVERNANCE, FINANCE, AND DEVELOPMENT, THE SECRETARY, THE IMMEDIATE PAST BOARD PRESIDENT, AND A MEMBER AT LARGE ELECTED FROM THE TRUSTEES AT THE ANNUAL ORGANIZATIONAL MEETING. THE BOARD CHAIR OF THE MUSEUM SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH POWER AND AUTHORITY AS MAY BE DELEGATED TO IT BY THE BOARD, AND SHALL EXERCISE ITS POWER IN EMERGENCY SITUATIONS BETWEEN MEETINGS OF THE BOARD OR AS OTHERWISE DELEGATED BY THE BOARD. AN EMERGENCY SITUATION SHALL BE DEEMED TO EXIST IF TWO OFFICERS OF THE BOARD DECLARE AN EMERGENCY. MINUTES SHALL BE KEPT AND DECISIONS COMMUNICATED TO THE BOARD WITHIN FIVE BUSINESS DAYS. |
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