2016-05-12T09:43:02-07:00 2015-06-30 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2014-07-01 951643375 SAN DIEGO SOCIETY OF NATURAL HISTORY SAND 6192323821 PO BOX 121390 SAN DIEGO CA 92112 SUSAN LOVEALL CFO/COO 2016-05-11 true CHRISTOPHER M ROBERTS P00235008 6196155380 2014 2016-08-17 19:52:53Z 20794097 false false X WWW.SDNHM.ORG X CA TO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS; TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA; AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT. 28 28 220 724 235560 -55566 27316091 12321632 5908848 7848752 601042 240969 282204 305967 34108185 20717320 34894 199243 0 5876608 6552886 0 990748 11322470 10118672 17233972 16870801 16874213 3846519 53835801 49150724 10729325 2119275 43106476 47031449 X TO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS; TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA; AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT. false false 8002970 5090394 EXHIBITS: PRESERVATION AND DISPLAY OF NATURAL OBJECTS DOCUMENTING THE GEOLOGICAL HISTORY AND BIODIVERSITY OF THE REGION FOR PUBLIC BENEFIT. 3701156 2105259 SCIENCE: PROFESSIONAL STUDY OF THE REGION'S PALEONTOLOGICAL HISTORY AND CURRENT BIODIVERSITY TO FURTHER PUBLIC UNDERSTANDING AND CONSERVATION. 1721242 236179 EDUCATION: EDUCATIONAL PROGRAMS ON NATURE AND NATURAL SCIENCE, PARTICULARY OF SOUTHERN CALIFORNIA AND BAJA CALIFORNIA. 1268119 14693487 true true false false false false false true false true true false false true true true true false false false true true false false true false false false false true false false false false false false false false false false false true false false false false false false false false false true 32 0 true 220 true true true false false false false true true false 0 false false false false false false false false false false X 28 28 false false false false true true false true true false false true true true true true true true false false CA X SUSAN LOVEALL 6192550213 1288 EL PRADO SAN DIEGO CA 92101 GEORGANNE HOCTOR Trustee 1.00 0.00 X 0 0 0 ANITA BUSQUETS Trustee 1.00 0.00 X 0 0 0 MARY DAWE Trustee 1.00 0.00 X 0 0 0 MARY YANG PHD Trustee 1.00 0.00 X 0 0 0 JOHN DOWNING Trustee 1.00 0.00 X 0 0 0 ANNE BULLARD Trustee 1.00 0.00 X 0 0 0 AUSTIN BLUE Trustee 1.00 0.00 X 0 0 0 ALLISON HENDERSON Secretary 1.00 0.00 X X 0 0 0 JOHN DEBEER Trustee 1.00 0.00 X 0 0 0 DIANA LINDSAY Trustee 1.00 0.00 X 0 0 0 JESSICA DEE ROHM Trustee 1.00 0.00 X 0 0 0 JEFFREY KENT Trustee 1.00 0.00 X 0 0 0 KAREN GARSSON Trustee 1.00 0.00 X 0 0 0 STEVEN MCDONALD Trustee 1.00 0.00 X 0 0 0 DENNIS MORGAN Trustee 1.00 0.00 X 0 0 0 JEROME NAVARRA Trustee 1.00 0.00 X 0 0 0 KATHY KIM Trustee 1.00 0.00 X 0 0 0 RAND NEWMAN Trustee 1.00 0.00 X 0 0 0 TOM OBERBAUER Trustee 1.00 0.00 X 0 0 0 PAUL DAYTON PHD Trustee 1.00 0.00 X 0 0 0 DEMI ROGOZIENSKI Trustee 1.00 0.00 X 0 0 0 TOM FLEMING Trustee 1.00 0.00 X 0 0 0 TOM HAZARD Trustee 1.00 0.00 X 0 0 0 MELVIN SPIESE Trustee 1.00 0.00 X 0 0 0 JEFF BLOCK Chairman 1.00 0.00 X X 0 0 0 WALTER J DAVIS VICE CHAIR 1.00 0.00 X X 0 0 0 VIRGINIA CROCKETT PAST CHAIR 1.00 0.00 X X 0 0 0 TERRI BUCHANAN Treasurer 1.00 0.00 X X 0 0 0 MICHAEL HAGER President & CEO 40.00 0.00 X 270651 0 4759 SUSAN LOVEALL CFO/COO 40.00 0.00 X 149182 0 4639 MICHAEL WALL VP OF PUBLIC PROGRAMS 40.00 0.00 X 94540 0 4819 ANN LADDON DIR OF SPEC. PROJ. 40.00 0.00 X 144594 0 4639 THOMAS DEMERE DIR OF PALEO SERV. 40.00 0.00 X 138712 0 4759 797679 23615 4 false true false 0 166398 2498665 9656569 49840 12321632 ADMISSIONS 900099 5090394 5090394 EDUCATION 611600 236179 236179 GRANTS AND CONTRACTS 900099 2105259 2105259 Membership Dues & Assessments 713990 416920 416920 7848752 240969 240969 0 0 0 0 166398 76777 -76777 -76777 0 0 FACILTY RENTAL 531390 235560 235560 OTHER INCOME 900099 147184 147184 382744 20717320 7995936 235560 164192 X 0 0 199243 199243 0 555886 442958 46958 65970 0 4828806 3829918 408839 590049 21049 21049 459938 423680 35896 362 687207 415815 157655 113737 0 18440 1600 16840 41000 41000 0 0 0 2967471 2935228 24021 8222 1011219 1011219 52728 40943 7862 3923 0 0 1992437 1788433 176803 27201 0 0 49237 39764 7247 2226 6588 6588 0 1449669 1301987 127991 19691 6874 6874 SPECIAL EXHIBITION 725618 725618 EXHIBIT EXPENSE 360174 351807 8367 RENTAL EXPENSE 355395 355395 TRAVEL 150366 144818 5548 931456 650550 135454 145452 16870801 14693487 1186566 990748 7696681 2885568 0 6197886 2692733 656386 537998 0 0 968809 575723 7216 14730 730708 698405 43243913 22585333 21710871 20658580 13236458 13417034 0 0 0 2630786 7669953 53835801 49150724 1981774 1766377 116429 137770 7902801 504767 223554 215128 10729325 2119275 X 12754515 20629508 15858972 11776759 14492989 14625182 43106476 47031449 53835801 49150724 3846519 78454 X false true X true false X 4839664 5996416 5649933 12730895 12738552 41955460 0 0 4839664 5996416 5649933 12730895 12738552 41955460 10771772 31183688 186277 147149 170778 601042 240969 1346215 0 138348 395219 251596 126040 382744 1293947 44595622 0.69930 0.74440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 16107761 305000 319423 579843 16152341 11964322 2674166 1957580 488307 16107761 11120373 211989 1106557 474597 11964322 11849599 125444 -334828 519842 11120373 10246928 31439 2138728 567496 11849599 0.90550 0.09450 true false false 31696826 14686633 17010193 3392238 1889910 1502328 7194082 5560432 1633650 960767 448358 512409 20658580 BENEFICIAL INTEREST IN CHARITABLE TRUST 5211973 BENEFICIAL INTEREST IN PERPETUAL TRUST 2457979 COLLECTIONS AND EXHIBITS 1 7669953 LINE OF CREDIT 215128 215128 X 20872551 78454 76777 155231 20717320 20717320 16947578 76777 76777 16870801 16870801 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o THE MUSEUM HOUSES OVER SEVEN MILLION NATURAL HISTORY SPECIMENS IN COLLECTIONS DATING BACK AS FAR AS THE 1870S. THE SPECIMENS INCLUDE PLANTS, BIRDS, MAMMALS, INSECTS, REPTILES, AMPHIBIANS, MARINE INVERTEBRATES, FOSSILS, AND MINERALS MAINLY FROM WESTERN UNITED STATES, BAJA CALIFORNIA, AND NORTHERN MEXICO. IN ADDITION, THE MUSEUM'S LIBRARY INCLUDES SOME 25,000 TITLES IN 90,000 VOLUMES WITH SEVERAL SIGNIFICANT AND RARE VOLUMES ON NATURAL HISTORY. THE MUSEUM'S COLLECTIONS ARE EXPENSED WHEN ACQUIRED. Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE MUSEUM'S COLLECTIONS TOTAL APPROXIMATELY 7.3 MILLION SPECIMENS, SOME DATING FROM THE 1870'S. THE COLLECTIONS AND RELATED RESEARCH ARE CENTERED AROUND THE SOUTHERN CALIFORNIA/BAJA REGION. THE COLLECTIONS REPRESENT A RICH AND VITAL SOURCE FOR INVESTIGATIONS IN MANY OF THE FUNDAMENTAL ARENAS OF MODERN BIOLOGICAL SCIENCES, SUCH AS CLIMATE CHANGE, EVOLUTION, BIODIVERSITY AND ECOLOGY. Part V, Line 4: Intended uses of the endowment fund. THE MUSEUM'S ENDOWMENT FUNDS ARE RESTRICTED TO USE PER THE REQUEST OF THE DONORS. A LARGE PORTION OF THE FUNDS ARE RESTRICTED TO SUPPORT THE MUSEUM'S SCIENTIFIC RESEARCH AND RELATED COLLECTIONS. Part X : FIN48 Footnote The Museum is exempt from federal income tax pursuant to Section 501(c)(3) of the Internal Revenue Code and is also exempt from state income tax. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification No. 740-10, Accounting for Uncertainties in Income Taxes, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Museum has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 GALA EXPENSES $76777 Part XII, Line 2d: Other expenses and losses per audited F/S GALA EXPENSES $76777 true NORTH AMERICA 0 0 PROGRAM SERVICE RESEARCH & TRAINING 26637 NEW ZEALAND 0 0 PROGRAM SERVICE EXHIBITIONS 169506 EUROPE 0 0 PROGRAM SERVICE EDUCATION LECTURE 3100 199243 199243 EUROPE EDUCATION 3100 WIRES & CHEC FMV NEW ZEALAND EXHIBITIONS 169506 WIRES & CHEC FMV NORTH AMERICA RESEARCH 26637 WIRES & CHECKS FMV 7 false false false false false false X false ANNUAL GALA 166398 166398 76777 166398 166398 76777 76777 -76777 X X X X X false true false false false false false false false false MICHAEL HAGER President & CEO 270651 4759 275410 SUSAN LOVEALL CFO/COO 149182 4639 153821 X SP EVENT EXP 17 49840 FMV false false false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: PUBLIC PROGRAMS: INFORMAL EDUCATION PROGRAMS SUCH AS CLASSES, LECTURES, FIELD TRIPS, AND EXPEDITIONS THAT PROMOTE LIFELONG LEARNING IN THE FIELD OF NATURAL SCIENCES. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder ANY PERSON, CORPORATION, ASSOCIATION OR FOUNDATION, UPON PAYMENT OF ANNUAL DUES, AS SET BY THE BOARD OF DIRECTORS OF THE SOCIETY, SHALL BE A MEMBER. NO MEMBER SHALL HOLD MORE THAN ONE MEMBERSHIP AND EACH MEMBERSHIP SHALL ENTITLE THE HOLDER TO VOTE AND TO RECEIVE ANY OTHER PRIVILEGES DESIGNATED BY THE BOARD OF DIRECTORS. THE MEMBERS MEET ANNUALLY. BUSINESS AT THE ANNUAL MEETING INCLUDES AN ANNOUNCEMENT OF THE ELECTION OF BOARD OF DIRECTORS MEMBERS, AND SOCIETY OFFICERS FOR THE COMING YEAR, A FINANCIAL REPORT, THE REPORT OF THE CHAIRPERSON OF THE BOARD FOR THE PRIOR FISCAL YEAR, AND SUCH OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING. Form 990, Part VI, Line 11b: Form 990 Review Process SUBMITTED TO THE FINANCE COMMITTEE OF BOARD FOR REVIEW AND COMMENT, THEN FORWARDED TO THE FULL BOARD FOR REVIEW SUBSEQUENT TO THE REVIEW OF THE FINANCE COMMITTEE. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ALL BOARD DIRECTORS ARE REQUIRED TO ANNUALLY REVIEW, SIGN AND SUBMIT A COPY OF THE MUSEUM'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS THEY MAY HAVE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVE THE COMPENSATION FOR THE PRESIDENT AND CEO, THROUGH THE USE OF SURVEYS, AND COMPARISON OF OTHER SIMILAR COMPANIES. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available MADE AVAILABLE BOTH UPON REUEST AND ON THE MUSEUM'S PUBLIC WEBSITE.