2022-11-14T16:39:35-06:00 2021-12-31 952835976 MACFARLANE FALETTI & CO LLP 3757 STATE STREET SUITE 3B SANTA BARBARA CA 93105 990 2021-01-01 951643378 SANTA BARBARA MUSEUM OF NATURAL HISTORY SANT 8056824711 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 DIANE WONDOLOWSKI CFO 8056824711 2022-11-14 1 DIANE WONDOLOWSKI 999009999 VANESSA M GARCIA P01255292 8059664157 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LUKE SWETLAND 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 50571266 0 X SBNATURE.ORG X 1916 CA THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. 23 23 151 350 0 0 4681682 10720809 510958 1547853 1780019 4769922 -73878 365430 6898781 17404014 111297 33014 0 0 4668856 4679032 0 0 848655 3188213 3452508 7968366 8164554 -1069585 9239460 85740438 97221664 1162718 1365860 84577720 95855804 X 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. 0 0 1894782 32865 235983 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 LIBRARY-YEAR BEGAN WITH THE MUSEUM IN A PANDEMIC SHUTDOWN OF INDOOR SPACES. LIBRARY STAFF ASSISTED REMOTE RESEARCHERS WITH TOPICAL SCHOLARSHIP WHENEVER POSSIBLE AND TOOK THE TIME IN HOME OFFICES TO PROCESS DISTINCT ARCHIVAL COLLECTIONS, IMPROVED METADATA IN EXISTING DIGITAL FILES, AND CONTINUE WITH RESEARCH PROJECTS. TOTAL LIBRARY VISITORS FOR 2021 WAS 6,619 PEOPLE. OF THAT NUMBER, LIBRARY STAFF PROVIDED 116 RESEARCHERS WITH REFERENCE ASSISTANCE RANGING FROM PULLING MATERIALS FROM LIBRARY AND ARCHIVE SHELVES, TO MORE IN-DEPTH COLLECTION DEEP-DIVES. ADDITIONALLY, STAFF ASSISTED WITH 102 INQUIRIES BY PHONE OR EMAIL AND ANSWERED 290 QUESTIONS FROM GUESTS. 2540272 1212564 EXHIBITS & VISITOR SERVICES:THE MUSEUM HAS TWO SITES, ITS MISSION CREEK CAMPUS AND THE SEA CENTER LOCATED ON STEARNS WHARF.CLOSURES NECESSITATED BY THE PANDEMIC CONTINUED TO REDUCE ATTENDANCE AT BOTH LOCATIONS. GATE ATTENDANCE AT THE MISSION CANYON CAMPUS IN 2021 WAS 103,636. IN ADDITION, 2,822 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS, 3,138 CAME AS VOLUNTEERS, 166 CAME FOR COMMUNITY USES AND 191 CAME SPECIFICALLY FOR RESEARCH OR PROFESSIONAL SYMPOSIA, FOR A TOTAL ATTENDANCE AT THE MISSION CANYON CAMPUS OF 109,953.CLOSURES OF INDOOR SPACES NECESSITATED BY THE PANDEMIC CONTINUED TO REDUCE ATTENDANCE AT THE SEA CENTER. IN SEPTEMBER 2021, THE SEA CENTER CLOSED FOR THE REMAINDER OF THE YEAR FOR INFRASTRUCTURE REPAIRS. GATE ATTENDANCE IN 2021 AT THE SEA CENTER WAS 53,479. IN ADDITION, 2,422 CAME AS VOLUNTEERS, FOR A TOTAL ATTENDANCE AT THE SEA CENTER CAMPUS OF 55,901.BUTTERFLIES ALIVE!THE MUSEUM REOPENED ITS OUTDOOR BUTTERFLY PAVILION IN A WAY THAT ALLOWED SOCIAL DISTANCING AND STILL, AN INTIMATE EXPERIENCE WITH BUTTERFLIES. GUESTS WERE ABLE TO MOVE THROUGH A BEAUTIFUL GARDEN WHILE ABOUT 1,000 LIVE BUTTERFLIES FLUTTERED FREELY ABOUT THEM. THE EXHIBIT FEATURED A DAZZLING VARIETY OF BUTTERFLIES FROM LOCAL FAVORITE TO EXOTIC TROPICAL VARIETIES. VISITORS LEARNED ABOUT THE LIFE CYCLE AND BEHAVIOR OF THESE SPECTACULAR INVERTEBRATES WHILE OBSERVING THE 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 4,000 MILES OF UNDERWATER ADVENTURE. THE EXHIBIT WAS SHOWING SIMULTANEOUSLY AT TWO VENUES: THE MISSION CREEK CAMPUS AND THE SEA CENTER.CURIOSITY LAB:THE CURIOSITY LAB ALLOWS VISITORS TO EXPLORE THE NATURAL WORLD THROUGHHANDS-ON ACTIVITIES IN A DYNAMIC LEARNING LAB. VISITORS CAN BECOMENATURAL ARTISTS, TAKE AN UP-CLOSE LOOK AT OBJECTS, ASK QUESTIONS, ANDPARTICIPATE IN A VARIETY OF SCIENTIFIC ACTIVITIES, INCLUDING THE NATUREEXCHANGE. THE CURIOSITY REOPENED AFTER A COVID IMPOSED HIATUS OF 14 MONTHS WITH ENGAGING PROGRAMMATIC ACTIVITIES WHILE KEEPING THE INTERACTIVES SAFE FOR THE PUBLIC. FOR EXAMPLE, INSTEAD OF HANDS-ON EXPERIENCES, THEY CREATED EXHIBITS WHERE GUESTS USE FOOT PEDALS TO ROTATE OR PUT FOCUS ON SPECIMENS UNDER INCANDESCENT OR ULTRAVIOLET LIGHT. THE CURIOSITY LAB HAD 31,780 VISITORS BETWEEN MEMORIAL DAY AND DECEMBER 31. THE MUSEUM BACKYARD AND NATURE CLUB HOUSE: THE MUSEUM BACKYARD & 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, THE SENSORY GARDEN. THE BIOBUILDERS ZONE ALLOWS CHILDREN TO BUILD AND CREATE SHELTER AND ART, WHILE THE NATURE CLUB HOUSE IS STAFFED WITH FRIENDLY NATURALISTS THAT ANSWER QUESTIONS AND SHARE ACTIVITIES ABOUT THE NATURAL WORLD AND WHAT MAKES THE SANTA BARBARA REGION UNIQUE. IN SUMMER OF 2021, GUESTS COULD UNEARTH PIECES OF DINOSAUR MODELS. ON ANY GIVEN DAY, FAMILIES COULD COME ACROSS DRS. LICHEN, ICE AND ROCKINHEIMER WHO WOULD EDUCATE GUESTS ABOUT LOCAL BOTANY, THE FOOD WEB IN ARTIC REGIONS, BIRDS, ROCKS, FOSSILS AND MINERALS, ARACHNIDS OR SPACE EXPLORATION. OVER 53,000 GUESTS VISITED THE BACKYARD. THE JOHN AND PEGGY MAXIMUS GALLERY LOCATED AT THE MISSION CANYON CAMPUS IS DEDICATED TO PRESERVATION AND DISPLAY OF ANTIQUE PRINTS PRESENTS TWO TO THREE ORIGINAL EXHIBITS A YEAR WHICH HIGHLIGHT THE HISTORY AND DEVELOPMENT OF THE SCIENCES.MAXIMUS GALLERYA MEDICINE TO THE MIND, AN EXHIBIT ABOUT EARLY GARDENING CATALOGS OPENED IN MAY. ON DISPLAY WERE EXTREMELY RARE DOCUMENTS WHICH PROVIDE INSIGHTS INTO THE DEVELOPMENT OF PLANT VARIETIES AND HELP US TO UNDERSTAND WHICH ONES WITHSTOOD THE TEST OF TIME AND HOW GARDENING EVOLVED. THE EXHIBITION INCLUDED ORIGINAL ENGRAVINGS FROM THE FIRST PUBLISHED SALES CATALOG FROM 1612, IMAGES OF TULIPS FROM THE MANIA FOR BULBS IN HOLLAND IN THE 17TH CENTURY, AND PLATES FROM THE INFLUENTIAL CHELSEA PHYSIC GARDEN CATALOG PRINTED IN LONDON DURING THE 18TH CENTURY. A SPECIAL COLLECTION OF 19TH CENTURY SAMPLE BOOKS AND SEED PACKETS ON LOAN TO THE MUSEUM WAS SHOWN. A VIRTUAL TOUR OF THE EXHIBIT WAS CREATED AND IS AVAILABLE TO VIEW BY VISITING HTTPS://YOUTUBE.COM/WATCH?V=CAC8WXM3KHMTHE SECOND EXHIBITION FEATURED THE MUSEUM'S COLLECTION AND RESEARCH DEPARTMENT. WHAT'S IN OUR DRAWERS: ART AND OBJECTS FROM THE MUSEUM'S COLLECTIONS OPENED IN OCTOBER. OUR CURATORIAL STAFF SELECTED A SAMPLING FROM THE DIVERSITY OF OUR HOLDINGS DISPLAYED IN CUSTOM MADE DRAWERS IN THE GALLERY. PHOTO PANELS WITH PERSONAL STATEMENTS ABOUT THEIR CAREER PATHS WERE POSITIONED NEXT TO THEIR DRAWERS. THE EXHIBIT BOTH HELPED BRING TO THE FOREFRONT THE BREADTH AND DEPTH OF THE MUSEUM'S COLLECTIONS AS WELL AS ENCOURAGING YOUNGER GUESTS TO EXPLORE CAREERS IN SCIENCE AND MUSEUMS. AT THE SEA CENTER:IT WAS NOT UNTIL MARCH 19 THAT THE SEA CENTER (SC) REOPENED TO THE PUBLIC FOLLOWING COUNTY AND STATE MANDATED GUIDELINES REQUIRING MASKS FOR ENTRY, A LIMITED OCCUPANCY OF 25%, SOCIAL DISTANCING OF SIX FEET FOR HOUSEHOLDS, AND UTILIZING A MANAGED ONE-WAY FLOW IN THE FACILITY. OVER THE SEVEN MONTHS THE SC WAS OPEN IT SERVED OVER 53,000 GUESTS.GUESTS TO THE SEA CENTER ARE ABLE TO LOOK AT AND LEARN MORE ABOUT SEA HORSES AND CORAL REEF HABITATS, JELLIES AND SIMILARLY ELEGANT ANIMALS, TOUCH SHARKS AND GET THEIR HANDS WET AS THEY EXPLORED THE WONDERS AND BEAUTY OF LOCAL MARINE LIFE IN THE INTERTIDAL WONDERS TOUCH POOLS. TRAINED NATURALISTS GUIDE VISITORS IN THE DISCOVERY OF A VARIETY OF MARINE ANIMALS THAT CALL THE SANTA BARBARA COAST THEIR HOME. IN SEPTEMBER, THE SEA CENTER CLOSED FOR INFRASTRUCTURE REPAIRS. DURING THAT TIME, KEY ELEMENTS OF THE AQUARIUM WERE MADE AVAILABLE AT THE MISSION CANYON CAMPUS INCLUDING LIVE ANIMAL IN AN EXHIBIT TITLED WONDERFUL WATERS EXPERIENCE. THE AQUATIC THEMED EXPERIENCE INCLUDED: INTERACTIVE TOUCH EXHIBITS, JUVENILE SWELL SHARKS AND INTERTIDAL INVERTEBRATES, DISPLAY A SWELL SHARK NURSERY, MORAY EEL, AND OCTOPUS, ABALONE DIVERSITY EDUCATION SET, MARINE MAMMAL ARTIFACT CART, AND MORE. SEA CENTER INTERPRETIVE STAFF AND VOLUNTEERS ENGAGED GUESTS FROM OCTOBER UNTIL JANUARY 2022.WHITE ABALONE CAPTIVE BREEDING PROGRAMAS A PARTNER IN THE WHITE ABALONE CAPTIVE BREEDING PROGRAM AND A MEMBER OF THE WHITE ABALONE RECOVERY CONSORTIUM, THE SEA CENTER CONTINUES TO CARE FOR WHITE ABALONE AND PARTICIPATE IN COLLABORATIVE EFFORTS SUCH AS SPAWNING ATTEMPTS. 1157520 149 99306 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 USUALLY PROVIDED TO OVER 14,500 SCHOOL CHILDREN AS WELL AS TO 200,000 VISITORS - MOSTLY FAMILIES WITH CHILDREN - WHO VISIT EACH YEAR. WITH THE INDOOR CLOSURES REQUIRED BY THE PANDEMIC IN 2021, THE MUSEUM SERVED APPROXIMATELY 4,700 SCHOOL CHILDREN AND 85,000 COMMUNITY MEMBERS EITHER ON SITE OR VIA A VIRTUAL PROGRAM. THE MUSEUM PARTICIPATES IN THE "NO CHILD LEFT INSIDE" MOVEMENT AND IS A REGIONAL LEADER OF THE NATIONAL CHILDREN AND NATURE NETWORK. THE MUSEUM ALSO RUNS A NATIONALLY RECOGNIZED TEEN PROGRAM, QUASARS TO SEA STARS, WHICH OFFERS FOUR YEARS OF EDUCATION AND WORK EXPERIENCES FOR 16 HIGH SCHOOL STUDENTS. THROUGH MENTORSHIP, RESEARCH OPPORTUNITIES, WORK SHIFTS AND VOLUNTEER ACTIVITIES, THE TEENS DEVELOP TIME MANAGEMENT, PUBLIC SPEAKING, PROJECT MANAGEMENT, SCIENTIFIC RESEARCH SKILLS. THROUGHOUT THE YEAR, TEENS ASSIST IN THE BUTTERFLY PAVILION, CURIOSITY LAB, MUSEUM BACKYARD, AS SEA CENTER INTERPRETERS AND AQUARIST ASSISTANTS. DURING THE SUMMER, FIRST YEAR QUASARS TOOK WEEKLY CLASSES OF MUSEUM 101, TAUGHT BY DEPARTMENT HEADS THROUGHOUT THE MUSEUM. THEY USED THEIR GAINED KNOWLEDGE OF MUSEUM OPERATIONS AND HISTORY TO CONSTRUCT THEIR OWN HYPOTHETICAL MUSEUM, THE MUSEUM OF CALIFORNIA WOODLAND ECOSYSTEMS. SOPHOMORE AND JUNIOR QUASARS PRESENTED INDEPENDENT LITERATURE REVIEW PROJECTS ON "SMALL-BUT-MIGHTY" ECOSYSTEM COMPONENTS INCLUDING PHYTOPLANKTON, MYCORRHIZAE, POLLINATORS, AND PARASITES. SENIOR QUASARS MARKED THE END OF ONE YEAR OF RESEARCH BY PRESENTING THEIR CAPSTONE SENIOR PROJECTS. THIS YEAR'S PROJECTS FOCUSED ON TARDIGRADES AS INDICATORS OF LOCAL SOIL HEALTH, THE EFFECTS OF NATURE ON MENTAL HEALTH, HOW BRAINS RECEIVE AND PERCEIVE SOUND, PHYTOPLANKTON IN THE SANTA BARBARA CHANNEL, AND THE WAYS CHUMASH LANGUAGES ARE PRESERVED THROUGH PRESENT-DAY TEACHINGS.DURING THE FALL MONTHS, QUASAR TEENS LOGGED OVER 500 HOURS AT THE MUSEUM, INCLUDING THEIR SHIFTS WITH EXHIBITS, INVERTEBRATE ZOOLOGY, THE CURIOSITY LAB AND BACKYARD, NATURE ADVENTURES, FACILITIES, GUEST SERVICES, AND THE SEA CENTER EXHIBIT.AFTER SCHOOL CLASSES AND CAMPSTHE MUSEUM OFFERS AFTER SCHOOL CLASSES AND CAMPS FOR CHILDREN. SPRING CAMPS WERE VIRTUAL AND FOCUSED ON CLIMATE CHANGES AND ECOLOGICAL THEMES WHERE PARTICIPANTS DEVELOPED SKILL SETS OF APPRECIATING A CHANGING ENVIRONMENT AND HOPING TO EMPOWER PARTICIPANTS. SUMMER CAMPS INCLUDED WIZARDING SCIENCE; PALEO CAMPS; AND ASTRONOMY CAMPS, WHILE THE SEA CENTER OFFERED UNDERWATER FOREST CAMPS, CHANNEL ISLAND CAMPS AND SUPERPOWERS CAMPS. 100+ ENROLLEES ENGAGED IN THESE CAMP PROGRAMS THROUGH THE ABBREVIATED SUMMER SESSION. THE FALL SESSION CLASSES FOCUSED ON NATURE IN THE OUTDOORS WITH AN APPRECIATION FOR LOCAL GEOLOGY, WATERSHEDS, AND ENDANGERED LOCAL SPECIES. IN-PERSON WINTER CAMPS, CATERING TO AGES 4-6, 6-9 AND 9-12-YEAR OLDS, HAD THEMES INCLUDING CLEAN ENERGY SCIENCE, SKY OBSERVATIONS, CARNIVAL SCIENCE, JOURNEY OF FOODS, STEAM ADVENTURES, AND CSI OCEAN DETECTIVES. THE CAMPS HAD OVER 90 ENROLLMENTS. THE MUSEUM'S SCHOOL AND TEACHER SERVICES (STS) PROGRAM PROVIDES GRADE SPECIFIC, STANDARDS ALIGNED FIELD TRIP PROGRAMS. IN 2021, THE STS DEPARTMENT HOSTED OVER 600 STUDENTS AND ANOTHER 4,700 VIRTUALLY. 5592574 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 43 0 1 151 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DIANE WONDOLOWSKI CFO 8056824711 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 BOBBIE KINNEAR TRUSTEE 4.00 X X 0 0 0 CHRIS BLAU TRUSTEE 8.00 X X 0 0 0 CHRIS KNOWLTON IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 ELAINE GIBSON TRUSTEE 4.00 X X 0 0 0 PAUL RELIS TRUSTEE 6.00 X X 0 0 0 TERRY VALESKI CHAIR 10.00 X X 0 0 0 BRAD WILLIS SECRETARY 10.00 X 0 0 0 CAROLYN CHANDLER TRUSTEE 6.00 X 0 0 0 DENNIS ALLEN TRUSTEE 10.00 X 0 0 0 DOUG DREIER TRUSTEE 10.00 X 0 0 0 FRANK DAVIS TRUSTEE 8.00 X 0 0 0 HANK MITCHEL TRUSTEE AT LARGE 10.00 X 0 0 0 MATT ADAMS TRUSTEE 10.00 X 0 0 0 PAUL RUSSELL TRUSTEE 10.00 X 0 0 0 SHARON BRADFORD TRUSTEE 6.00 X 0 0 0 STEVE WOODWARD TRUSTEE 6.00 X 0 0 0 SUE PARKER VICE CHAIR DEVELOPEMENT 10.00 X 0 0 0 TORY MILAZZO VICE CHAIR FINANCE 10.00 X 0 0 0 VENESA FACIANE VICE CHAIR GOVERNANCE 10.00 X 0 0 0 VINCENT CABALLERO TRUSTEE 8.00 X 0 0 0 WAYNE ROSING TRUSTEE 4.00 X 0 0 0 MELISSA FASSETT TRUSTEE 4.00 X 0 0 0 LAVERTY CORINNE TRUSTEE 4.00 X 0 0 0 LUKE SWETLAND PRESIDENT & CEO 40.00 X 200111 0 73661 DIANE WONDOLOWSKI COO/CFO 38.00 X 99970 0 13398 CAROLINE GRANGE DIRECTOR OF DEVELOPMENT 40.00 X 145985 0 12805 446066 0 99864 2 0 1 0 SCHIPPER CONSTRUCTION 610 EAST COTA STREET SANTA BARBARA CA 93103 CONSTRUCTION 1812871 MITHUN INC 1201 ALASKAN WAY SUITE 200 SEATTLE WA 98101 ARCHITECTURE 154657 2 455043 137781 2582032 7545953 1759025 10720809 ADMISSION FEES 900099 1234639 1234639 MISC PROGRAM REVENUE 900099 127320 127320 CONTRACT FEES 541700 120760 120760 EDUCATION PROGRAM FEES 900099 65134 65134 1547853 1338002 1338002 151226 38336 112890 112890 112890 36112575 32567544 113111 3545031 -113111 3431920 3431920 80336 137781 44139 36197 36197 2750 0 2750 2750 617715 404122 213593 213593 17404014 1547853 0 5135352 29964 29964 3050 3050 338495 137650 154586 46259 3570761 2534994 490767 545000 82231 56456 11547 14228 414611 305260 77661 31690 272934 198012 30589 44333 9227 7760 1467 33315 32600 715 163360 163360 313582 200836 74299 38447 114434 90585 5992 17857 105886 85286 7236 13364 250253 221635 14300 14318 10422 8310 1157 955 1390992 796156 588490 6346 476594 414301 38369 23924 SUPPLIES 250416 199330 22448 28638 REPAIRS AND MAINTENANCE 188091 188091 EQUIPMENT 71511 58423 7993 5095 RENTALS 60291 42341 464 17486 14134 14134 8164554 5592574 1723325 848655 1665011 2403620 1272441 1363799 557087 5165709 11823 30728 90056 75675 356832 299427 38569471 15449753 22161968 23119718 35822921 39750424 11708665 11826369 12093634 13186195 85740438 97221664 611525 656448 242381 400600 308812 308812 1162718 1365860 X 53438489 61855584 31139231 34000220 84577720 95855804 85740438 97221664 X 9239460 513926 439212 1085486 X X 0 1 X 1 0 X 6256331 4477117 5157706 4541477 10720809 31153440 6256331 4477117 5157706 4541477 10720809 31153440 2516447 28636993 1923725 1078651 1027417 995180 1489228 6514201 37667641 8659801 0.76030 0.80000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 53550800 634931 5848183 2149677 57884237 48704765 502885 6565617 2222467 53550800 42392508 145500 8218816 2052059 48704765 47673264 312561 -3497716 2095601 42392508 40971721 2160132 6642945 2101534 47673264 0.51000 0.33000 0.16000 1 0 314388 314388 34699854 14602735 20097119 124797 80126 44671 3430432 766892 2663540 23119718 NONMARKETABLE AND OTHER INVESTMENTS 11826369 F 11826369 ASSETS HELD UNDER CHARITABLE AGREEMENTS 13186195 13186195 CHARITABLE GIFT ANNUITIES 92803 AGENCY FUNDS 64230 ECONOMIC DISASTER LOAN 151779 308812 X 18755604 513926 1085486 1599412 17156192 163360 84462 247822 17404014 7916732 0 7916732 163360 84462 247822 8164554 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 IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2021, OR FOR ANY PERIOD FOR WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS 1,085,486. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES 84,462. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES 84,462. ARTIST TABLE 196092 123256 72836 20187 18654 WINE AND SPIRITS 22025 14525 7500 3823 1475 218117 137781 80336 24010 20129 44139 36197 1 1.00000 DIANE WONDOLOWSKI 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 1 VENTANA WILDLIFE SOCIETY 19045 PORTOLA DRIVE SUITE F1 SALINAS CA 93908 942795935 501(C)3 10780 0 CONDOR SURVIVAL PROGRAMS PINNACLES CONDOR SURVIVAL PROGRAM 5000 HIGHWAY 146 PAICINES CA 95043 760849623 501(C)3 13502 0 CONDOR SURVIVAL PROGRAMS HOPPER MOUNTAIN NATIONAL WILDLIFE REFUGE CALIFORNIA 2493 PORTOLA ROAD SUITE A VENTURA CA 93003 841024566 5682 0 CONDOR SURVIVAL PROGRAMS PART I, LINE 2: EACH GRANTEE MUST PROVIDE A DETAIL BUDGET OF THE USE OF FUNDS. THE CONDOR SURVIVAL COMMITTEE REVIEWS AND APPROVES THE GRANTS. IN MANY CASES THE BUDGETED EXPENSES ARE PAID DIRECTLY THROUGH THE MUSEUM AND COMPARED TO THE APPROVED GRANT BUDGET BEFORE PAYMENT. IN ALL CASES A REPORT ON THE USE OF THE FUNDS AND OUTCOMES IS REQUIRED AT THE END OF THE GRANT PERIOD. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 LUKE SWETLAND PRESIDENT & CEO 200111 0 0 0 0 0 6180 0 67481 0 273772 0 0 0 CAROLINE GRANGE DIRECTOR OF DEVELOPMENT 135760 0 10150 0 75 0 4116 0 8689 0 158790 0 0 0 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. X 17 X 0 X 9 844095 MARKET VALUE X 18 X 14 X LOAN FORGIVENESS 1 914930 0 1 0 PART I, LINE 33: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS DONATED ARE NOT INCLUDED IN REVENUE. 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 1,085,486. 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.