VISIT HUNTINGTON BEACH: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: VISIT HUNTINGTON BEACH (EIN 33-0368191)
Tax period: 2015-10-01 to 2016-09-30
Filed: 2018-02-13
IRS object ID: 201840449349301349
Schema version: 2015v3.0
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
Form 990
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-02-13T16:39:55-06:00	ReturnTs
Tax Period End	2016-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	473535842	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Davis Farr LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2301 Dupont Drive Suite 200	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330368191	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VISIT HUNTINGTON BEACH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	VISI	BusinessNameControlTxt
Phone	7149693492	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	301 MAIN STREET No 212	AddressLine1Txt
City	HUNTINGTON BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926485171	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KELLY MILLER	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	7149693492	PhoneNum
Signature	2018-02-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER FARR	PreparerPersonNm
PTIN	P00743254	PTIN
Phone	9494742020	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Principal Officer	KELLY MILLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	301 MAIN STREET No 212	AddressLine1Txt
City	HUNTINGTON BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926485171	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,014,602	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.SURFCITYUSA.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1989	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE THE COMMON INTERESTS OF THE VISITOR - SERVING BUSINESSES IN HUNTINGTON BEACH, CA.	ActivityOrMissionDesc
Voting Members Governing Body	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Volunteers	40	TotalVolunteersCnt
Total Gross UBI	$7,187	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$920,834	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$2,763,500	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,984,674	CYProgramServiceRevenueAmt
PY Investment Income	$742	PYInvestmentIncomeAmt
CY Investment Income	$53	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$29,028	CYOtherRevenueAmt
PY Total Revenue	$3,685,076	PYTotalRevenueAmt
CY Total Revenue	$4,013,755	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,388	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,165,252	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,307,781	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,761,983	PYOtherExpensesAmt
CY Other Expenses	$2,428,685	CYOtherExpensesAmt
PY Total Expenses	$2,927,235	PYTotalExpensesAmt
CY Total Expenses	$3,753,854	CYTotalExpensesAmt
PY Revenues Less Expenses	$757,841	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$259,901	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,030,496	TotalAssetsBOYAmt
Total Assets EOY	$2,435,116	TotalAssetsEOYAmt
Total Liabilities BOY	$198,428	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$343,147	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,832,068	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,091,969	NetAssetsOrFundBalancesEOYAmt
Mission	THE MISSION OF VISIT HUNTINGTON BEACH IS TO MARKET AND SELL HUNTINGTON BEACH'S SURF CITY USA BRAND EXPERIENCE AS THE PREFERRED QUINTESSENTIAL CALIFORNIA BEACH DESTINATION LEADING TO INCREASED VISITOR SPENDING AND ENHANCED QUALITY OF LIFE FOR RESIDENTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROMOTE THE COMMON INTERESTS OF THE VISITOR - SERVING BUSINESSES IN HUNTINGTON BEACH, CA.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	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
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	19	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
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	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	0	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	The Organization	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7149693492	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	301 MAIN STREET NO 212	AddressLine1Txt
City	HUNTINGTON BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926485171	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
PETER RICE
BOARD CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT BLAKESLEE
MEMBER	2.00	Yes (X)		$0	$0	$0
PAULETTE FISCHER
IMMEDIATE PAST CHAIR	2.00	Yes (X)		$0	$0	$0
JANIS MANTINI
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
JUSTIN SIMPSON
MEMBER	2.00	Yes (X)		$0	$0	$0
DEVEN SOLANSKI
MEMBER	2.00	Yes (X)		$0	$0	$0
NICOLE THOMPSON
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
MEG BERNARDO
MEMBER	2.00	Yes (X)		$0	$0	$0
LAURA DESOTO
MEMBER	2.00	Yes (X)		$0	$0	$0
STEVE DODGE
MEMBER	2.00	Yes (X)		$0	$0	$0
ANN MCCARLEY
MEMBER	2.00	Yes (X)		$0	$0	$0
DAWN MCCORMACK
MEMBER	2.00	Yes (X)		$0	$0	$0
JAMES O'CALLAGHAN
MEMBER	2.00	Yes (X)		$0	$0	$0
KIRAN PATEL
MEMBER	2.00	Yes (X)		$0	$0	$0
JEFF SNOW
MEMBER	2.00	Yes (X)		$0	$0	$0
TODD SZILAGYI
MEMBER	2.00	Yes (X)		$0	$0	$0
PETER PT TOWNEND
MEMBER	2.00	Yes (X)		$0	$0	$0
PETER TRUXAW
MEMBER	2.00	Yes (X)		$0	$0	$0
KRISTY VAN DOREN
MEMBER	2.00	Yes (X)		$0	$0	$0
ALICIA WHITNEY
MEMBER	2.00	Yes (X)		$0	$0	$0
BRETT BARNES
MEMBER	2.00	Yes (X)		$0	$0	$0
CHRIS DEGUSMAN
MEMBER	2.00	Yes (X)		$0	$0	$0
GORDON SMITH
MEMBER	2.00	Yes (X)		$0	$0	$0
MIKE VAN VOORHIS
MEMBER	2.00	Yes (X)		$0	$0	$0
KELLY MILLER
PRESIDENT & CEO	40.00		Yes (X)	$180,810	$0	$47,868
John Ehlenfeldt
VP of Sales	40.00			$143,956	$0	$18,324	Yes (X)
Susan Thomas
Chief Marketing Officer	40.00			$108,731	$0	$7,920	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$433,497	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$74,112	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	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
ATKINS GROUP
501 SOLEDAD STREET	SAN ANTONIO	TX	78205	ADVERTISING, PRODUCTION, AND RESEARCH	$293,063
SIMPLEVIEW
7458 N LA CHOLLA BLVD STE 100	TUCSON	AZ	85741	WEBSITE	$202,016
DEVELOPMENT COUNSELORS INTERNATIONAL
215 PARK AVENUE SOUTH 10TH FLOOR	NEW YORK	NY	10003	PUBLIC RELATIONS	$108,974

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
BUSINESS IMPROVEMENT D	900099	$2,980,957	$2,980,957
TRANSIENT OCCUPANCY TA	900099	$1,003,717	$1,003,717

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,984,674	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$900	TotalRevenueColumnAmt
Exclusion	$900	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$847	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$847	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$847	TotalRevenueColumnAmt
Exclusion	-$847	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$29,028	TotalRevenueColumnAmt
Related Or Exempt Func Income	$21,841	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$7,187	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$29,028	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,013,755	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,006,515	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$7,187	UnrelatedBusinessRevenueAmt
Exclusion	$53	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$17,388	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$341,761	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$705,407	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$71,361	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$111,842	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$77,410	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$25,208	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,259	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$35,610	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$897,310	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,154	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$114,683	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$167,933	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$249,780	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$327,781	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,966	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$33,077	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
TRADESHOWS	$273,277
COMMUNICATIONS	$76,363
RESEARCH	$68,519
FULFILLMENT/POSTAGE	$53,613

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,152	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,753,854	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,153,065	BOYAmt
EOY	$1,379,296	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$744,934	BOYAmt
EOY	$937,910	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$62,518	BOYAmt
EOY	$61,469	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$112,462	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$86,465	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$35,982	BOYAmt
EOY	$25,997	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,762	BOYAmt
EOY	$22,209	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$8,235	BOYAmt
EOY	$8,235	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,030,496	BOYAmt
EOY	$2,435,116	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$198,428	BOYAmt
EOY	$343,147	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$198,428	BOYAmt
EOY	$343,147	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,832,068	BOYAmt
EOY	$2,091,969	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,832,068	BOYAmt
EOY	$2,091,969	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,030,496	BOYAmt
EOY	$2,435,116	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$259,901	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	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 D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,509	OtherCostOrOtherBasisAmt
Depreciation	$2,711	DepreciationAmt
Book Value	$13,798	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$51,592	OtherCostOrOtherBasisAmt
Depreciation	$50,035	DepreciationAmt
Book Value	$1,557	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$44,361	OtherCostOrOtherBasisAmt
Depreciation	$33,719	DepreciationAmt
Book Value	$10,642	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$25,997	TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland & Greenland)	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN THE UK	$45,000
East Asia and the Pacific	TO PROMOT TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN AUSTRALIA AND NEW ZEALAND	$48,000
North America	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN CANADA	$7,500
North America - Canada and Mexico, but not the United States	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN MEXICO	$5,000
East Asia and the Pacific	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN CHINA	$17,500
South Asia	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN JAPAN AND INDIA	$2,000
Middle East and North Africa	TO PROMOTE TOURISM TO HUNTINGTON BEACH, CA	TRAVEL, TRADE, AND PUBLIC RELATIONS PROMOTIONS IN THE MIDDLE EAST	$5,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$130,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$130,000	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INTERNATIONAL SURF MUSEUM	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	417 OLIVE AVENUE	AddressLine1Txt
City	HUNTINGTON BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92648	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	330275732	RecipientEIN
IRC Section	501C3	IRCSectionDesc
Cash Grant	$17,388	CashGrantAmt
Purpose Of Grant	TO SUPPORT THE OPERATIONS OF THE SURF MUSEUM.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	The organization only awards grants and other assistance to organizations whose purpose futhers that of the organization.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
KELLY MILLER
PRESIDENT & CEO	$156,090	$0	$24,720	$0	$0	$0	$14,216	$0	$33,652	$0	$228,678	$0	$0	$0
John Ehlenfeldt
VP of Sales	$119,605	$0	$24,351	$0	$0	$0	$10,807	$0	$7,517	$0	$162,280	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 PART B - AMENDED RETURN	THE 2015 TAX RETURN WAS AMENDED TO INDICATE THE FINANCIALS WERE AUDITED FOR THE FISCAL YEAR ENDED 9/30/16.
Form 990, Part VI, Section A, line 4	The organization's bylaws were amended in July 2016 for Board voting and nominating processes. A Red Line copy was filed with the CA return.
Form 990, Part VI, Section A, line 8b	NO COMMITTEE IS CREATED TO ACT ON BEHALF OF THE GOVERNING BODY.
Form 990, Part VI, Section B, line 11	Review of organizations mission and significant activities and not any changes from previous filings. Voting number of BOD governing body are listed on form as requested. If any grants are received, they are listed as well as any unrelated income (if applicable) that would be considered taxable. Total assets and liabilities are also listed and updated. The review is done by EVP, President & CEO and outside bookkeeper.
Form 990, Part VI, Section B, line 12c	THE BUREAU'S BOARD MEMBERS, INCLUDING ITS PRESIDENT/CEO, ARE REQUIRED TO FILE A FORM 700-STATEMENT OF ECONOMIC INTERESTS WITH THE CITY OF HUNTINGTON BEACH ON AN ANNUAL BASIS. Conflicts of Interest Our employees are expected to devote their best efforts and attention to the full-time performance of their jobs. A conflict of interest exists when the employee's loyalties or actions are divided between the Bureau's interests and those of another, such as a competitor, supplier, or client. Both the fact and the appearance of a conflict of interest should be avoided. Employees are expected to use good judgment, to adhere to high ethical standards, and to avoid situations that create an actual or potential conflict between the employee's personal interests and the interests of the Bureau. Employees unsure as to whether a certain transaction, activity, or relationship constitutes a conflict of interest should discuss it with the President of the Bureau who will make the ultimate decision. Employees may engage in or have outside business or personal interest or activities that do not constitute or have the potential of creating a conflict of interest with their employment by the Bureau. The Bureau requires that these activities or interests do not adversely affect an employee's capacity to perform his/her functions or result in conflicting loyalties. While it is not feasible to describe all possible conflicts of interest that could develop, some of the more common conflicts that employees should avoid include the following: - Accepting personal gifts or entertainment from competitors, guests, suppliers, or potential suppliers (See policy "Gifts"); - Working for a competitor, supplier, or customer; - Engaging in self-employment in competition with the Bureau; - Using proprietary or confidential Company information for personal gain or to the Bureau's detriment; - Having a direct or indirect financial interest in or relationship with a competitor, customer, or supplier, except that ownership of less than 1% of the publicly traded stock of a corporation will not be considered a conflict; - Using Company property or labor for personal use; - Acquiring any interest in property or assets of any kind for the purpose of selling or leasing it to the Bureau; - Committing the Company to give its financial or other support to any outside activity or organization; or - Developing a personal relationship with a subordinate employee of the Company or with an employee of a competitor, supplier, or guest that might interfere with the exercise of impartial judgment in decisions affecting the Bureau or any employees of the Bureau. If an employee or someone with whom an employee has a close relationship (e.g., a family member or close companion) has a financial or employment relationship with a competitor, guest, supplier, or potential supplier, the employee must disclose this fact in writing to the President. Employees should be aware that if they enter into a personal relationship with a subordinate employee or with an employee of a competitor, supplier, or guest, a conflict of interest may exist, which requires full disclosure to the Bureau. Failure to adhere to this guideline, including failure to disclose any conflicts or to seek an exception, may result in discipline, up to and including termination of employment.
Form 990, Part VI, Section B, line 15	THE EXECUTIVE COMMITTEE NEGOTIATES AND APPROVES THE EMPLOYMENT CONTRACT FOR THE BUREAU'S PRESIDENT/CEO BASED ON COMPARABILITY DATA. THE INITIAL COMPENSATION FOR THE BUREAU'S VICE PRESIDENT OF MARKETING IS REVIEWED AND APPROVED BY THE PRESIDENT/CEO AND EXECUTIVE COMMITTEE BASED ON COMPARABILITY DATA. THE PRESIDENT/CEO ALSO REVIEWS AND APPROVES ANNUAL ADJUSTMENTS TO COMPENSATION.
Form 990, Part VI, Section C, line 19	THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE MONTHLY FINANCIAL STATEMENTS ARE ALSO AVAILABLE DURING THE BOARD MEETINGS, WHICH ARE OPEN TO THE PUBLIC.
FORM 990 PART XII LINE 2C	THE AUDIT OVERSIGHT PROCESS HASN'T CHANGED SINCE THE PRIOR YEAR.