SANTA BARBARA MARITIME MUSEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA MARITIME MUSEUM (EIN 77-0392953)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201101299349301500
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-09T11:34:03-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary A Smith CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 De LaVina A3 | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770392953 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Barbara Maritime Museum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8059625296 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 Harbor Way 190 | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gail Anikouchine | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Trevor Large | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 Harbor Way 190 | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 755035 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | sbmm.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To preserve and celebrate the maritime heritage of the California coast and present it to the public in an interesting and exciting way. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 24988 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -37721 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1003346 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 536619 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59078 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 72971 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2131 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6175 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 96479 | OtherRevenuePriorYear |
| Other Revenue Current Year | 59189 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1161034 | TotalRevenuePriorYear |
| Total Revenue Current Year | 674954 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 409647 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 436780 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 28729 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 34490 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 147208 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 700329 | OtherExpensePriorYear |
| Other Expenses Current Year | 693331 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1138705 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1164601 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22329 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -489647 | RevenuesLessExpensesCY |
| Total Assets BOY | 4542494 | TotalAssetsBOY |
| Total Assets EOY | 4122871 | TotalAssetsEOY |
| Total Liabilities BOY | 212267 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 283855 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4330227 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3839016 | NetAssetsOrFundBalancesEOY |
| Mission Description | To preserve and celebrate the maritime heritage of the California coast and present it to the public in an interesting and exciting way. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 836452 | Expense |
| Revenue | 72971 | Revenue |
| Description | Present maritime cultural history of the Central California Coast within an international context through collections and unique, interactive exhibits and educational program. The estimated number of visitors in 2010 was 24,115.The Musuem opened two new exhibits in the year ended 2010, Postcards from Paradise and Marking Time: Voyage to Vietnam. In addition, nearly 8,000 students visited the Museum, including 205 who spend the night aboard the Spirit of Dana Point Tall Ship. Students also participated in group tours, lectures, live-video feeds, and festivals. Museum volunteers also visit local schools for science fairs to share navigation and charting techniques. The Museum hosted three tall ships this past year, plus Ocean Watch, a ship circumnavigating North and South America. | Description |
| Total Program Service Expense | 836452 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Greg Gorga | NamePerson |
| Telephone Number | 8059628404 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 Harbor Way 190 | AddressLine1 |
| City | Santa Barbara | City |
| State | CA | State |
| ZIP Code | 93109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Willard Thompson | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Trevor Large | ||||||
| President | 4.00 | X | 0 | 0 | 0 | X |
| Steve Grieg | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Steve Epstein | ||||||
| Secretary | 4.00 | X | 0 | 0 | 0 | X |
| Steve Berkus | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Roger Chrisman | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Robert Schwemmer | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Peter Candy | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Paul Davis | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Pat Hinds | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Mike McCorkle | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Michael deGruy | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Ken Clements | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Greg Gorga | ||||||
| Executive Direc | 40.00 | 84893 | 0 | 7500 | X | |
| Geoie Writer | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Gail Anikouchine | ||||||
| Treasurer | 4.00 | X | 0 | 0 | 0 | X |
| Elsbeth Kleen | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Cindy Makela | ||||||
| Vice President | 4.00 | X | 0 | 0 | 0 | X |
| Bill Pearlman | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Barry Berkus | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Andy Cooper | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Amanda Thomas | ||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 84893 | TotalReportableCompFromOrg |
| Total Other Compensation | 7500 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 63927 | FundraisingEvents |
| Government Grants | 2000 | GovernmentGrants |
| All Other Contributions | 470692 | AllOtherContributions |
| Total Contributions | 536619 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Education programs | 900099 | 37305 | 37305 |
| Admissions | 900099 | 35666 | 35666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 72971 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6175 | TotalRevenueColumn |
| Exclusion | $6,175 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47638 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47638 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47638 | TotalRevenueColumn |
| Exclusion | $47,638 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19992 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63927 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37529 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -17537 | TotalRevenueColumn |
| Exclusion | -$17,537 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 10100 | GrossIncomeGaming |
| Gaming Direct Expenses | 6000 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4100 | TotalRevenueColumn |
| Exclusion | $4,100 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 61540 | GrossSalesOfInventory |
| Cost Of Goods Sold | 36552 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24988 | TotalRevenueColumn |
| Unrelated Business Revenue | 24988 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 674954 | TotalRevenueColumn |
| Related Or Exempt Function Income | 72971 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24988 | UnrelatedBusinessRevenue |
| Exclusion | $40,376 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91206 | Total |
| Program Services | 36482 | ProgramServices |
| Management And General | 22802 | ManagementAndGeneral |
| Fundraising | 31922 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281133 | Total |
| Program Services | 207300 | ProgramServices |
| Management And General | 62987 | ManagementAndGeneral |
| Fundraising | 10846 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29926 | Total |
| Program Services | 21712 | ProgramServices |
| Management And General | 6732 | ManagementAndGeneral |
| Fundraising | 1482 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34515 | Total |
| Program Services | 22780 | ProgramServices |
| Management And General | 7938 | ManagementAndGeneral |
| Fundraising | 3797 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9500 | Total |
| Management And General | 9500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34490 | Total |
| Fundraising | 34490 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11497 | Total |
| Program Services | 11497 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17430 | Total |
| Program Services | 17430 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26398 | Total |
| Program Services | 21118 | ProgramServices |
| Management And General | 2640 | ManagementAndGeneral |
| Fundraising | 2640 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16461 | Total |
| Program Services | 4115 | ProgramServices |
| Management And General | 8231 | ManagementAndGeneral |
| Fundraising | 4115 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259823 | Total |
| Program Services | 207859 | ProgramServices |
| Management And General | 25982 | ManagementAndGeneral |
| Fundraising | 25982 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Program Services | 12 | ProgramServices |
| Management And General | 25 | ManagementAndGeneral |
| Fundraising | 13 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2998 | Total |
| Program Services | 1499 | ProgramServices |
| Fundraising | 1499 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11415 | Total |
| Program Services | 7534 | ProgramServices |
| Management And General | 2625 | ManagementAndGeneral |
| Fundraising | 1256 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192568 | Total |
| Program Services | 154054 | ProgramServices |
| Management And General | 19257 | ManagementAndGeneral |
| Fundraising | 19257 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14760 | Total |
| Program Services | 13210 | ProgramServices |
| Management And General | 1550 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Supplies | 6090 | 1525 | 3045 | 1520 |
| Repairs and maintenance | 33047 | 33047 | ||
| Program costs | 61943 | 61943 | ||
| Printing | 6749 | 3374 | 3375 | |
| Postage | 4307 | 1723 | 861 | 1723 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18295 | Total |
| Program Services | 8238 | ProgramServices |
| Management And General | 6766 | ManagementAndGeneral |
| Fundraising | 3291 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1164601 | Total |
| Program Services | 836452 | ProgramServices |
| Management And General | 180941 | ManagementAndGeneral |
| Fundraising | 147208 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284607 | BOY |
| EOY | 232450 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348338 | BOY |
| EOY | 141459 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3684 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11263 | BOY |
| EOY | 13479 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4547 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4721372 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1855887 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058053 | BOY |
| EOY | 2865485 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260652 | BOY |
| EOY | 282186 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 579581 | BOY |
| EOY | 579581 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4542494 | BOY |
| EOY | 4122871 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38352 | BOY |
| EOY | 34477 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173915 | BOY |
| EOY | 249378 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212267 | BOY |
| EOY | 283855 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3318447 | BOY |
| EOY | 3029484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 876780 | BOY |
| EOY | 674532 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135000 | BOY |
| EOY | 135000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4330227 | BOY |
| EOY | 3839016 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4542494 | BOY |
| EOY | 4122871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1143650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 789086 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1003346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536619 | CurrentTaxYear |
| Total | 4353250 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1143650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 789086 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 880549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1003346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536619 | CurrentTaxYear |
| Total | 4353250 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1531790 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2821460 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72825 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83001 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53813 | CurrentTaxYear |
| Total | 320022 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4673272 | TotalSupport |
| Gross Receipts From Admissions Etc | 650887 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 577517 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1012 | InvestmentEarningsOrLosses |
| Other Expenditures | 1012 | OtherExpenditures |
| End Of Year Balance | 135000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 135000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1765 | InvestmentEarningsOrLosses |
| Other Expenditures | 1765 | OtherExpenditures |
| End Of Year Balance | 135000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2072636 | OtherCostOrOtherBasis |
| Depreciation | 659977 | Depreciation |
| Book Value | 1412659 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 427978 | OtherCostOrOtherBasis |
| Depreciation | 401119 | Depreciation |
| Book Value | 26859 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2220758 | OtherCostOrOtherBasis |
| Depreciation | 794791 | Depreciation |
| Book Value | 1425967 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2865485 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 282186 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deposits | 2064 |
| Artifacts collection | 577517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 579581 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank line of credit | Description |
| Amount | $249,378 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 249378 | TotalOfAmounts |
| Total Revenue | 674954 | TotalRevenue |
| Total Expenses | 1164601 | TotalExpenses |
| Excess Or Deficit For Year | -489647 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1564 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1564 | TotalAdjustments |
| Excess Or Deficit Per FS | -491211 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 709942 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1564 | NetUnrealizedGainsInvestments |
| Other Revenues | 36552 | OtherRevenues |
| Revenue Not Rptd F990 | 34988 | RevenueNotRptdF990 |
| Revenue Subtotal | 674954 | RevenueSubtotal |
| Total Revenue Per Form990 | 674954 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1201153 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 36552 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 36552 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1164601 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1164601 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Management believes that the tax positions taken are more likely than not to be sustained upon examination. |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Cost of goods sold $36552 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Cost of goods sold $36552 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Income from the endowment fund is used to offset the expenses of the Museum's programs. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The maritime artifacts collection is part of the exhibitions made available to the public. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Total Gross Receipts | 138920 | TotalGrossReceipts |
| Total Retained By Contractors | 43456 | TotalRetainedByContractors |
| Total Net To Organization | 100544 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 54425 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 44675 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9750 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 13151 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 4800 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Development | NameOfEvent2 |
| Gross Receipts Event2 | 19252 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 19252 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 11162 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 10242 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 10242 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 8416 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 83919 | GrossReceiptsTotal |
| Charitable Contributions Total | 63927 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19992 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 13151 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 24378 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37529 | DirectExpenseSummaryEvents |
| Net Income Summary | -17537 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Cody Makela | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee's son | Relationship |
| Amount Of Transaction | 32026 | AmountOfTransaction |
| Description Of Transaction | Compensation paid | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are made available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board looks at comparable salaries of executive directors at similar non-profit organizations in the Santa Barbara area. The Executive Director reviews salaries for other top management officials. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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. The Executive Director and all Board members annually discuss the conflict of interest policy. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The 990 is reviewed first by the Treasurer, a CPA, second presented to the Finance Committee for approval and third presented to the full Board by the Treasurer with in depth interpretation for final approval. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Barry Berkus and Steve Berkus have a family relationship. |
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