SANTA BARBARA MARITIME MUSEUM: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA MARITIME MUSEUM (EIN 77-0392953)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349315463
- Schema version
- 2023v6.0
- 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 | 2025-05-15T16:45:53-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770392953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA MARITIME MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8059625296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 HARBOR WAY 190 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER WEISMAN | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 8059625296 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA MOITOZA | PreparerPersonNm |
| PTIN | P01282487 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHUCK WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 HARBOR WAY 190 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,337,313 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SBMM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE RECOGNIZED FLAGSHIP INSTITUTION FOR INFORMATION ON THE SANTA BARBARA CHANNEL BY SHOWCASING OUR RICH MARITIME HISTORY, PRESENTING INSPIRATIONAL PROGRAMS, AND PROMOTING INSIGHTFUL DISUSSIONS ABOUT THE FUTURE OF OUR COASTAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $12,633 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,633 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,277,670 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,628,376 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,755 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $122,206 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,105 | PYInvestmentIncomeAmt |
| CY Investment Income | $76,749 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,186 | PYOtherRevenueAmt |
| CY Other Revenue | $8,717 | CYOtherRevenueAmt |
| PY Total Revenue | $2,410,716 | PYTotalRevenueAmt |
| CY Total Revenue | $1,836,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $1,079,986 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,178,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $13,260 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $278,851 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $915,298 | PYOtherExpensesAmt |
| CY Other Expenses | $1,024,952 | CYOtherExpensesAmt |
| PY Total Expenses | $1,995,284 | PYTotalExpensesAmt |
| CY Total Expenses | $2,217,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $415,432 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$380,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,991,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,808,811 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $528,467 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $624,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,462,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,184,025 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CREATING EXCELLENT EXHIBITS AND EDUCATIONAL EXPERIENCES THAT CELEBRATE THE SANTA BARBARA CHANNEL AND ILLUMINATE OUR RICH CONNECTIONS WITH THE SEA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,054,880 | ExpenseAmt |
| Revenue | $96,887 | RevenueAmt |
| Desc | CONNECTING THE COMMUNITY TO MARITIME HERITAGE:THE SANTA BARBARA MARITIME MUSEUM'S PURPOSE IS TO PRESERVE AND PRESENT TO THE PUBLIC THE MARITIME HERITAGE OF CALIFORNIA'S CENTRAL COAST, WHILE PROVIDING AN ONGOING EDUCATIONAL PLATFORM TO STUDY AND RECORD HUMAN INTERACTION WITH THE MARINE ENVIRONMENT.THE MUSEUM'S MISSION STATEMENT IS CREATING QUALITY EXHIBITS AND EDUCATIONAL EXPERIENCES THAT CELEBRATE THE SANTA BARBARA CHANNEL AND ILLUMINATE OUR RICH CONNECTIONS WITH THE SEA. THE MUSEUM'S EXHIBITS, BOTH PERMANENT AND ROTATING, HIGHLIGHT THE LOCAL MARITIME HISTORY OF THE CALIFORNIA CENTRAL COAST AND GIVE VISITORS AND LOCALS A SENSE OF SANTA BARBARA'S 13,000-YEAR MARITIME HISTORY. EXHIBITS HONOR PEOPLE SUCH AS COMMERCIAL DIVERS, COMMERCIAL FISHERMEN, AND LIGHTHOUSE KEEPERS WHO, THROUGH EVERYDAY ACTIONS, ENRICH OUR LIVES TODAY. THE SANTA BARBARA MARITIME MUSEUM (SBMM) RECEIVES OVER 40,000 VISITORS ANNUALLY AND FOCUSES ON INTERACTIVE EXHIBITS AND HANDS ON EDUCATIONAL PROGRAMMING. IN 2020 SBMM RECEIVED A 10 YEAR ACCREDITATION FROM THE AMERICAN ALLIANCE OF MUSEUMS (AAM), PLACING IT INTO THE TOP ECHELON OF MUSEUMS ACROSS THE COUNTRY. OF THE MORE THAN 33,000 MUSEUMS IN THE UNITED STATES, FEWER THAN 1,100 ARE CURRENTLY ACCREDITED BY AAM. IN FISCAL YEAR 2024 THE MUSEUM ALSO COMPLETED THE THIRD YEAR OF ITS 5 YEAR STRATEGIC PLAN, WHICH PROVIDES STAFF AND THE BOARD OF DIRECTORS THE TOOLS TO NAVIGATE THE FUTURE COURSE OF THE MUSEUM. THE MUSEUM'S EDUCATION PROGRAMMING CONTINUES TO EXPAND, NOW PROVIDING PROGRAMS FOR ELEMENTARY AND HIGH SCHOOL STUDENTS ACROSS SANTA BARBARA COUNTY AND BEYOND. IN THE PAST FEW YEARS PROGRAMMING HAS EXPANDED TO LOMPOC HIGH SCHOOL STUDENTS, AND NEW ELEMENTARY SCHOOLS IN CARPINTERIA, IN ADDITION TO HAVING SCHOOLS FROM BAKERSFIELD AND THE EAST COAST VISIT. SBMM SERVES AS THE FISCAL AGENT FOR THE SANTA BARBARA CHANNEL WHALE HERITAGE AREA (SBCWHA), WHICH BECAME THE NINTH SUCH DESIGNATED AREA AND ONLY THE SECOND IN THE UNITED STATES. THE MUSEUM'S WHALES ARE SUPERHEROES!, WHICH PROVIDES BOTH INSTRUCTION AND AN ART ACTIVITY TO SHOW HOW WHALES HELP WITH CLIMATE CHANGE, HELPS FULFILL THE SBCWHA'S EDUCATION ROLE. THE MUSEUM'S NATIONALLY RECOGNIZED MARITIME ON THE MOVE PROGRAM CONTINUES TO GROW, SERVING MORE THAN 800 YOUTH JUST IN THE SUMMER OF 2024. THIS INNOVATIVE PROGRAM HAS RECEIVED MULTIPLE AWARDS, INCLUDING: BEING NAMED A FINALIST IN THE AMERICAN ALLIANCE OF MUSEUMS 2021 EDCOM AWARD FOR INNOVATION AND EDUCATION AWARD PANDEMIC EDITION, BEING AWARDED THE CALIFORNIA ALLIANCE OF MUSEUMS CALIFORNIA NATURAL RESOURCES AGENCY SECRETARY'S PUBLIC EDUCATION AWARD FOR EXCELLENCE IN SUSTAINABILITY, BEING ASKED BY THE COUNCIL OF AMERICAN MARITIME MUSEUMS TO PRESENT ABOUT THE PROGRAM AT THEIR 2021 NATIONAL CONFERENCE, RECEIVED THE EPIC AWARD FOR EXCELLENCE IN EDUCATION. THE MAJORITY OF STUDENTS PARTICIPATING IN SBMM EDUCATION PROGRAMS ATTEND PUBLIC ELEMENTARY SCHOOLS IN SANTA BARBARA COUNTY THAT QUALIFY FOR TITLE I FUNDING AND SERVE LOW INCOME HOUSEHOLDS. ADULTS ALSO ENJOY THE MANY EDUCATIONAL PROGRAMS OPERATED BY THE MUSEUM, INCLUDING A MONTHLY LECTURE SERIES THAT AVERAGES 120 ATTENDEES PER MONTH. DURING FISCAL YEAR 2024 SBMM DISPLAYED "170 YEARS OF SANTA BARBARA HISTORY," "ICE BEARS," FEATURING PHOTOGRAPHY BY RALPH CLEVENGER, AND "COASTAL MOMENTS," FEATURING TEN LOCAL ARTISTS. THE MUSEUM ALSO UPGRADED ITS "ISLAND RANCHES" EXHIBIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $498,871 | ExpenseAmt |
| Revenue | $25,319 | RevenueAmt |
| Desc | EDUCATIONTHANKS TO THE GENEROSITY OF SBMM BOARD MEMBER ROGER CHRISMAN AND HIS WIFE SARAH, THE MUSEUM NOW HAS ACCESS TO THE TALL SHIP MYSTIC WHALER TO PROVIDE EDUCATIONAL PROGRAMMING. IN OCTOBER 2024 SBMM HOSTED 14 CLASSES ABOARD THE TALL SHIP, WHICH INCLUDED AN OPEN-OCEAN SAIL. STUDENTS GAINED A CLEARER UNDERSTANDING OF THE 19TH CENTURY LIVES OF THOSE THAT BROUGHT CARGO AROUND THE WORLD AND HAD THE SAME RESPONSIBILITIES THAT PERSIST INTO THE 21ST CENTURY. THEY EXERCISED THEIR UNDERSTANDING OF MATH, PHYSICS, HISTORY, AND ENGINEERING TO PRACTICE TRADITIONAL SKILLS SUCH AS NAVIGATION AND MECHANICAL ADVANTAGE. IN SEPTEMBER 2023 SBMM CONTINUED TO EXPAND ITS GIRLS IN OCEAN SCIENCE PROGRAM TO INCLUDE BOTH JUNIOR HIGH SCHOOL AND HIGH SCHOOL FEMALES. BOTH GROUPS GOT TO GO OUT ON THE OCEAN, WORKING WITH FEMALE NATURALISTS AND SCIENTISTS, INCLUDING THOSE FROM UCSB'S JENN CASELLE LAB, WHICH IS FOCUSED ON MARINE CONSERVATION AND REEF ECOLOGY. THE HIGH SCHOOL STUDENTS PERFORMED HANDS ON EXPERIMENTS ABOARD THE NOAA RESEARCH VESSEL SHEARWATER WITH THEIR CREW. THE PURPOSE OF THIS PROGRAM IS TO INSPIRE THESE YOUNG LADIES TO GO TO COLLEGE AND PURSUE CAREERS IN VARIOUS OCEAN RELATED FIELDS. WHALES ARE SUPERHEROES! COMPLEMENTED SBMM'S PERMANENT EXHIBIT OF THE SAME NAME. SBMM SENDS STAFF AND NATURALISTS TO CLASSROOMS COUNTYWIDE TO SHOW HOW WHALES HELP WITH CLIMATE CHANGE, AND INCLUDES AN ART COMPONENT TAUGHT BY SONDRA WEISS. STUDENTS LEARN TO APPRECIATE THE ROLE WHALES PLAY IN PROVIDING OXYGEN TO OUR PLANET, HELPING OUR OCEANS PROVIDE MORE OF THE AIR WE BREATHE EACH DAY THAN TREES DO. THIS PROGRAM HELPS TO FULFILL THE EDUCATIONAL COMPONENT OF EFFORTS TO HAVE THE SANTA BARBARA CHANNEL DECLARED A WHALE HERITAGE AREA, ENCOURAGING ECO FRIENDLY WHALE WATCHING EXPERIENCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,553,751 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 194 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG GORGA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059628404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 HARBOR WAY 190 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SIGRID TOYE | ||||||
| PAST PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHUCK WILSON | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEX WEINSTEIN | ||||||
| VICE PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAIL ANIKOUCHINE | ||||||
| CO-TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER WEISMAN | ||||||
| CO-TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN BRINKER | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DON BARTHELMESS | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BOLTON | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER CHRISMAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW COOPER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DOORDAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ELLIOTT | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE EPSTEIN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| KATE FORD | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL FOX | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JARRELL JACKMAN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ELSBETH KLEEN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD MAKELA | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SABRINA PAPA | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SUZI SCHOMER | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SHAUN TOMSON | ||||||
| TRUSTEE | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG GORGA | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $138,535 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $138,535 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTT CONSTRUCTION INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74D 74 AERO CAMINO | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $130,748 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $76,598 | MembershipDuesAmt |
| Fundraising | $118,524 | FundraisingAmt |
| All Other Contributions | $1,433,254 | AllOtherContributionsAmt |
| Noncash Contributions | $71,179 | NoncashContributionsAmt |
| Total Contributions | $1,628,376 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $96,887 | $96,887 |
| EDUCATION PROGRAM | 713990 | $25,319 | $25,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $122,206 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,953 | TotalRevenueColumnAmt |
| Exclusion | $44,953 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,643 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,643 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,643 | TotalRevenueColumnAmt |
| Exclusion | $19,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411,237 | SecuritiesAmt |
| Other | $31,811 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411,252 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15 | SecuritiesAmt |
| Other | $31,811 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,796 | TotalRevenueColumnAmt |
| Exclusion | $31,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,265 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,524 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $64,346 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,081 | TotalRevenueColumnAmt |
| Exclusion | -$41,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,770 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $25,667 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,897 | TotalRevenueColumnAmt |
| Exclusion | -$13,897 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $31,419 | $31,419 | |
| COFFEE INCOME | 900099 | $12,633 | $12,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,052 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,836,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,206 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,833 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,806 | TotalAmt |
| Program Services | $7,140 | ProgramServicesAmt |
| Management And General | $99,966 | ManagementAndGeneralAmt |
| Fundraising | $35,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,869 | TotalAmt |
| Program Services | $654,349 | ProgramServicesAmt |
| Management And General | $103,569 | ManagementAndGeneralAmt |
| Fundraising | $116,951 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,721 | TotalAmt |
| Program Services | $53,119 | ProgramServicesAmt |
| Management And General | $16,344 | ManagementAndGeneralAmt |
| Fundraising | $12,258 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,415 | TotalAmt |
| Program Services | $51,620 | ProgramServicesAmt |
| Management And General | $15,883 | ManagementAndGeneralAmt |
| Fundraising | $11,912 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,560 | TotalAmt |
| Management And General | $49,560 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,260 | TotalAmt |
| Fundraising | $13,260 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,327 | TotalAmt |
| Program Services | $25,184 | ProgramServicesAmt |
| Management And General | $40,143 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,766 | TotalAmt |
| Program Services | $9,383 | ProgramServicesAmt |
| Fundraising | $9,383 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,250 | TotalAmt |
| Program Services | $105,805 | ProgramServicesAmt |
| Management And General | $13,023 | ManagementAndGeneralAmt |
| Fundraising | $15,422 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,473 | TotalAmt |
| Program Services | $38,652 | ProgramServicesAmt |
| Management And General | $4,547 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,003 | TotalAmt |
| Program Services | $159,313 | ProgramServicesAmt |
| Management And General | $18,900 | ManagementAndGeneralAmt |
| Fundraising | $10,790 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,427 | TotalAmt |
| Program Services | $6,741 | ProgramServicesAmt |
| Management And General | $843 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,642 | TotalAmt |
| Program Services | $146,114 | ProgramServicesAmt |
| Management And General | $18,264 | ManagementAndGeneralAmt |
| Fundraising | $18,264 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,787 | TotalAmt |
| Program Services | $28,719 | ProgramServicesAmt |
| Management And General | $3,379 | ManagementAndGeneralAmt |
| Fundraising | $1,689 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EDUCATION PROGRAM | $183,039 | $183,039 | |
| DONOR RECOGNITION | $57,790 | $27,685 | $30,105 |
| EXHIBIT DESIGN AND CONS | $45,764 | $45,764 | |
| MEMBERSHIP BENEFITS | $11,124 | $11,124 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,217,023 | TotalAmt |
| Program Services | $1,553,751 | ProgramServicesAmt |
| Management And General | $384,421 | ManagementAndGeneralAmt |
| Fundraising | $278,851 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $303,994 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,044 | BOYAmt |
| EOY | $1,008,505 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,620 | BOYAmt |
| EOY | $34,962 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,749 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,419 | BOYAmt |
| EOY | $72,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,988,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,400,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,342 | BOYAmt |
| EOY | $1,588,757 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,676 | BOYAmt |
| EOY | $984,819 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,448 | BOYAmt |
| EOY | $814,814 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,991,298 | BOYAmt |
| EOY | $4,808,811 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,936 | BOYAmt |
| EOY | $139,091 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,531 | BOYAmt |
| EOY | $485,695 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,467 | BOYAmt |
| EOY | $624,786 | 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 | $3,335,878 | BOYAmt |
| EOY | $3,217,004 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,126,953 | BOYAmt |
| EOY | $967,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,462,831 | BOYAmt |
| EOY | $4,184,025 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,991,298 | BOYAmt |
| EOY | $4,808,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$380,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $132,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,251 | OtherChangesInNetAssetsAmt |
| 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 | $1,403,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,637,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,803,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,383,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,628,376 | CurrentTaxYearAmt |
| Total | $7,855,944 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,403,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,637,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,803,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,383,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,628,376 | CurrentTaxYearAmt |
| Total | $7,855,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,255,169 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,600,775 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,596 | CurrentTaxYearAmt |
| Total | $206,319 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $12,633 | CurrentTaxYearAmt |
| Total | $12,633 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $17,522 | CurrentTaxYearAmt |
| Total | $17,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,092,418 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $392,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78220 | 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 |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,173,076 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $177,357 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,360,433 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,132 | BeginningYearBalanceAmt |
| Contributions | $868,354 | ContributionsAmt |
| Investment Earnings Or Losses | $28,590 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,173,076 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,000 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,868 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $276,132 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,882 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $963 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,845 | OtherExpendituresAmt |
| End Year Balance | $250,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,357 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $525 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $175,882 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.77000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.19000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,570,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,750,637 | DepreciationAmt |
| Book Value | $819,488 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $546,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $546,400 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,872,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,103,078 | DepreciationAmt |
| Book Value | $769,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,588,757 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $2,153 |
| INTEREST IN CHARITABLE REMAINDER TRUST | $457,076 |
| RIGHT OF USE ASSETS | $355,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $814,814 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $220,408 |
| DEPOSITS | $3,870 |
| FUNDS HELD AS FISCAL AGENT | $261,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $485,695 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,960,483 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $132,420 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$56,024 | OtherRevenueAmt |
| Revenue Not Reported | $76,396 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,884,087 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$48,039 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$48,039 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,836,048 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,239,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $48,039 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $48,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,191,250 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $25,773 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,773 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,217,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | ARTIFACT COLLECTION THE MUSEUM MAINTAINS A COMPREHENSIVE MARITIME ARTIFACTS COLLECTION. THE COLLECTION IS USED FOR THE PURPOSES OF EXHIBITION, EDUCATION, STUDY, RESEARCH, PUBLICATION AND POSSIBLE LOANS TO OTHER MUSEUMS. THE MUSEUMS ARTIFACTS ARE HELD FOR EXHIBITION TO THE PUBLIC, FOR EDUCATIONAL PURPOSES OR FOR RESEARCH, WITH THE INTENT OF BEING PROTECTED, CARED FOR AND PRESERVED. ANY PROCEEDS FROM THE DEACCESSIONING OF COLLECTION ITEMS WILL BE REINVESTED IN THE ACQUISITION OF OR THE PROTECTION, CARE, AND PRESERVATION OF OTHER ARTIFACTS IN ACCORDANCE WITH A POLICY OF THE MUSEUM. |
| PART III, LINE 4: | THE MARITIME ARTIFACTS COLLECTION IS PART OF THE EXHIBITIONS MADE AVAILABLE TO THE PUBLIC. |
| PART V, LINE 4: | INCOME FROM THE ENDOWMENT FUND IS USED TO OFFSET THE EXPENSES OF THE MUSEUM'S PROGRAMS. |
| PART X, LINE 2: | FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE MUSEUM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE MUSEUMS TAX RETURNS FROM THE YEAR 2020 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE MUSEUM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE MUSEUM HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2024 OR FOR PRIOR PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -30,251. DONOR AND MEMBER EVENT EXPENSES -25,773. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -25,667. COFFEE EXPENSES -22,372. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 25,667. COFFEE EXPENSES 22,372. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR AND MEMBER EVENT EXPENSES 25,773. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HEIST IN THE HARBOR | Event1Nm |
| Gross Receipts Event1 | $106,703 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $86,528 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,175 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,755 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,774 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,213 | OtherDirectExpensesEvent1Amt |
| Event2 | PADDLE OUT | Event2Nm |
| Gross Receipts Event2 | $35,086 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,996 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,090 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $3,200 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $18,404 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $141,789 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,524 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,265 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,755 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,974 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,617 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $64,346 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,081 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,509 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 278 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER ITEMS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $670 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED FIRST BY THE BOARD TREASURER, A CPA, SECOND PRESENTED TO THE FINANCE COMMITTEE THEN WITH AN IN DEPTH INTERPRETATION BY THE FINANCE COMMITTEE TO THE EXECUTIVE COMMITTEE FOR APPROVAL, THEN AVAILABLE TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL INCOMING BOARD MEMBERS AND KEY STAFF HAVE A THOROUGH DISCUSSION OF THE CONFLICT POLICY VIA THE BOARD OF DIRECTORS MANUAL AND THE PERSONNEL HIRING PROCESS RESPECTIVELY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ANNUALLY DISCUSS THE CONFLICT OF INTEREST POLICY AND SIGN A FORM LISTING ANY CONFLICTS. THE EXECUTIVE COMMITTEE REVIEWS CONFLICTS AND, IF ANY, ANNOUNCES TO THE BOARD THE CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD LOOKS AT COMPARABLE SALARIES OF EXECUTIVE DIRECTORS AT SIMILAR NONPROFIT ORGANIZATIONS IN THE SANTA BARBARA AREA. THE EXECUTIVE DIRECTOR REVIEWS SALARIES FOR OTHER TOP MANAGEMENT OFFICIALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -30,251. |
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