2025-05-15T16:45:53-05:00 2024-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2023-07-01 770392953 SANTA BARBARA MARITIME MUSEUM SANT 8059625296 113 HARBOR WAY 190 SANTA BARBARA CA 93109 JENNIFER WEISMAN CO-TREASURER 8059625296 2025-05-15 1 0 JESSICA MOITOZA P01282487 8059631837 2023 2025-03-06 01:10:19Z CHUCK WILSON 113 HARBOR WAY 190 SANTA BARBARA CA 93109 3337313 0 X SBMM.ORG X 1994 CA 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. 21 21 22 100 12633 11633 2277670 1628376 83755 122206 5105 76749 44186 8717 2410716 1836048 0 0 0 0 1079986 1178811 0 13260 278851 915298 1024952 1995284 2217023 415432 -380975 4991298 4808811 528467 624786 4462831 4184025 X CREATING EXCELLENT EXHIBITS AND EDUCATIONAL EXPERIENCES THAT CELEBRATE THE SANTA BARBARA CHANNEL AND ILLUMINATE OUR RICH CONNECTIONS WITH THE SEA. 0 0 1054880 96887 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. 498871 25319 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. 1553751 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 194 0 22 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GREG GORGA 8059628404 113 HARBOR WAY 190 SANTA BARBARA CA 93109 SIGRID TOYE PAST PRESIDENT 6.00 X X 0 0 0 CHUCK WILSON PRESIDENT 6.00 X X 0 0 0 ALEX WEINSTEIN VICE PRESIDENT 6.00 X X 0 0 0 GAIL ANIKOUCHINE CO-TREASURER 6.00 X X 0 0 0 JENNIFER WEISMAN CO-TREASURER 4.00 X X 0 0 0 JOHN BRINKER SECRETARY 4.00 X 0 0 0 DON BARTHELMESS TRUSTEE 4.00 X 0 0 0 DAVID BOLTON TRUSTEE 4.00 X 0 0 0 ROGER CHRISMAN TRUSTEE 4.00 X 0 0 0 ANDREW COOPER TRUSTEE 4.00 X 0 0 0 JOHN DOORDAN TRUSTEE 4.00 X 0 0 0 TOM ELLIOTT TRUSTEE 4.00 X 0 0 0 STEVE EPSTEIN TRUSTEE 4.00 X 0 0 0 KATE FORD TRUSTEE 4.00 X 0 0 0 RANDALL FOX TRUSTEE 4.00 X 0 0 0 JARRELL JACKMAN TRUSTEE 4.00 X 0 0 0 ELSBETH KLEEN TRUSTEE 4.00 X 0 0 0 CHAD MAKELA TRUSTEE 4.00 X 0 0 0 SABRINA PAPA TRUSTEE 4.00 X 0 0 0 SUZI SCHOMER TRUSTEE 4.00 X 0 0 0 SHAUN TOMSON TRUSTEE 4.00 X X 0 0 0 GREG GORGA EXECUTIVE DIRECTOR 50.00 X 138535 0 0 138535 0 0 1 0 0 0 UTT CONSTRUCTION INC 74D 74 AERO CAMINO GOLETA CA 93117 CONSTRUCTION 130748 1 76598 118524 1433254 71179 1628376 ADMISSIONS 900099 96887 96887 EDUCATION PROGRAM 713990 25319 25319 122206 44953 44953 19643 0 19643 19643 19643 1411237 31811 1411252 0 -15 31811 31796 31796 23265 118524 64346 -41081 -41081 11770 25667 -13897 -13897 OTHER INCOME 900099 31419 31419 COFFEE INCOME 900099 12633 12633 44052 1836048 122206 12633 72833 142806 7140 99966 35700 874869 654349 103569 116951 81721 53119 16344 12258 79415 51620 15883 11912 49560 49560 13260 13260 65327 25184 40143 18766 9383 9383 134250 105805 13023 15422 45473 38652 4547 2274 189003 159313 18900 10790 8427 6741 843 843 182642 146114 18264 18264 33787 28719 3379 1689 EDUCATION PROGRAM 183039 183039 DONOR RECOGNITION 57790 27685 30105 EXHIBIT DESIGN AND CONS 45764 45764 MEMBERSHIP BENEFITS 11124 11124 2217023 1553751 384421 278851 303994 482044 1008505 31620 34962 24749 48419 72960 5988872 4400115 1519342 1588757 1920676 984819 964448 814814 4991298 4808811 160936 139091 367531 485695 528467 624786 X 3335878 3217004 1126953 967021 4462831 4184025 4991298 4808811 X -380975 132420 -30251 X 0 1 X 1 0 X 1403017 1637888 1803080 1383583 1628376 7855944 1403017 1637888 1803080 1383583 1628376 7855944 1255169 6600775 80846 4302 49466 7109 64596 206319 12633 12633 17522 17522 8092418 392397 0.81570 0.78220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1173076 10000 177357 1360433 276132 868354 28590 1173076 250000 35000 -8868 276132 175882 75000 963 1845 250000 165357 10000 525 175882 0.77000 0.19000 0.04000 0 0 2570125 1750637 819488 546400 546400 0 2872347 2103078 769269 1588757 DEPOSITS 2153 INTEREST IN CHARITABLE REMAINDER TRUST 457076 RIGHT OF USE ASSETS 355585 814814 LEASE LIABILITY 220408 DEPOSITS 3870 FUNDS HELD AS FISCAL AGENT 261417 485695 X 1960483 132420 -56024 76396 1884087 -48039 -48039 1836048 2239289 48039 48039 2191250 25773 25773 2217023 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. HEIST IN THE HARBOR 106703 86528 20175 4755 15774 22213 PADDLE OUT 35086 31996 3090 3200 18404 141789 118524 23265 4755 18974 40617 64346 -41081 X 4 70509 FAIR VALUE X 278 X OTHER ITEMS 1 670 FAIR VALUE 0 1 0 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.