SANTA BARBARA MUSEUM OF NATURAL HISTORY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA MUSEUM OF NATURAL HISTORY (EIN 95-1643378)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-15
- IRS object ID
- 201121669349300117
- Schema version
- 2010v3.2
- 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 | 2011-06-15T12:26:20-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA MUSEUM OF NATURAL HISTORY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8056824711 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931052936 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARL L HUTTERER | Name |
| Title | EXEC DIRECTOR | Title |
| Phone | 8056824711 | Phone |
| Date Signed | 2011-05-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAIL H ANIKOUCHINE | Name |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KARL L HUTTERER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931052936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23016462 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | SBNATURE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1916 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 155 | TotalNbrEmployees |
| Total Nbr Volunteers | 833 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2849286 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3513374 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 824899 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 683676 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2967257 | InvestmentIncomePriorYear |
| Investment Income Current Year | -182413 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 464549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 372128 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1171477 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4386765 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3507320 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3367723 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 35000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 522749 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2688288 | OtherExpensePriorYear |
| Other Expenses Current Year | 3053069 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6201608 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6456792 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5030131 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2070027 | RevenuesLessExpensesCY |
| Total Assets BOY | 58328630 | TotalAssetsBOY |
| Total Assets EOY | 60673386 | TotalAssetsEOY |
| Total Liabilities BOY | 545428 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 873305 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57783202 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59800081 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2255846 | Expense |
| Grants | 1000 | Grants |
| Revenue | 76362 | Revenue |
| Description | 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 2.6 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1729610 | Expense |
| Revenue | 449469 | Revenue |
| Description | EXHIBITS & VISITOR SERVICES:THE MUSEUM HAS TWO SITES, ITS MISSION CREEK CAMPUS AND THE TY WARNER SEA CENTER LOCATED ON STEARNS WHARF.AT THE MISSION CREEK CAMPUS:BEHIND-THE-SCENES AT THE MUSEUM: NORTHWEST COAST COLLECTIONS FROM THE ANTHROPOLOGY DEPARTMENT THIS IS THE FOURTH IN A SERIES OF SPECIAL EXHIBITS HIGHLIGHTING THE MUSEUM'S ANTHROPOLOGY COLLECTIONS. PACIFIC NORTHWEST CULTURES ARE FAMOUS FOR SPECTACULAR MASKS, AND CEREMONIAL REGALIA AND FINE CARVINGS IN WOOD AND STONE, EXAMPLES OF WHICH WERE ON DISPLAY. BEYOND: VISIONS OF PLANETARY LANDSCAPESTHIS SMITHSONIAN TRAVELING SHOW PAINTS A MESMERIZING PORTRAIT OF OUR SOLAR SYSTEM THROUGH LARGE DIGITALLY PROCESSED PICTURES FROM OVER 40 YEARS OF RAW IMAGERY FROM NASA AND EUROPEAN SPACE AGENCY MISSIONS. THE ROBOT ZOOTHE ROBOT ZOO REVEALS NATURE AS A MASTER ENGINEER. THE MACHINERY IN THREE LARGER-THAN-LIFE-SIZE ANIMATED ROBOT ANIMALS - A CHAMELEON, FLY, AND PLATYPUS - SIMULATES THE ANATOMY AND BEHAVIORS OF THEIR REAL LIFE COUNTERPARTS. IN THESE ROBOT ANIMALS MUSCLES ARE PISTONS, INTESTINES ARE FILTERING PIPES, AND BRAINS ARE COMPUTERS. HANDS-ON EDUCATIONAL ACTIVITIES AND EXPLORATION OF THE BIOMECHANICS OF COMPLEX ANIMAL ROBOTS HELP VISITORS DISCOVER HOW REAL ANIMALS IN NATURE LIVE.COFFEE: THE WORLD IN YOUR CUP THE BURKE MUSEUM TRAVELING EXHIBITION "COFFEE: THE WORLD IN YOUR CUP" TOLD THE STORY OF ONE OF THE WORLD'S MOST WIDELY TRADED COMMODITIES AND HOW IT HAS AFFECTED CULTURES, ECONOMIES, AND ENVIRONMENTS ACROSS THE GLOBE. THE EXHIBIT EXPLORED THE PHYSICAL EFFECTS OF CAFFEINE, THE WORLD'S MOST COMMONLY-USED DRUG, COFFEE'S EARLY CONTROVERSIAL REPUTATION AS A "REVOLUTIONARY DRINK," AND THE CULTURE AND GLOBAL SOCIAL IMPACTS THAT SURROUND COFFEE IN THE 21ST CENTURY.THE JOHN AND PEGGY MAXIMUS GALLERY LOCATED AT THE MISSION CANYON CAMPUS AND DEDICATED TO PRESERVATION AND DISPLAY OF ANTIQUE PRINTS HAS A FOCUSED MISSION AND HELD THREE EXHIBITIONS THIS YEAR.EMPIRE ELEGANCE: THE AGE OF REDOUTE'THIS EXHIBITION FOCUSED ON AN AGE WHEN ART AND SCIENCE HAD NOT YET DIVERGED AND DOCUMENTING THE VISUAL WORLD WAS STILL AN ARTIST'S CRUCIAL ROLE, AND FRENCH PRINTING WAS PREEMINENT. IN THE TURBULENT POLITICAL ENVIRONMENT OF THE LATE 18TH AND EARLY 19TH CENTURIES, NATURAL HISTORY ARTISTS AND SKILLED PRINTERES IN PARIS CREATED WORKS OF UNPARALLELED REFINEMENT.DRAWN FROM THE SEATHE POWER OF ART TO CONVEY TRUTHS ABOUT THE NATURAL WORLD IS NOWHERE IN EVIDENCE AS MUCH AS IN DEPICTING CREATURES LIVING IN THE SEA. NATURAL HISTORY BOOKS OF THE 18TH AND 19TH CENTURIES WERE ILLUSTRATED BY ARTISTS WHOSE TASK WAS TO CONVINCINGLY TRANSLATE THE IMAGE OF A MOVING ANIMAL ONTO A FLAT SHEET OF PAPER. AMONG THE CLASSIC PUBLICATIONS OF THE ERA WERE THOSE DEVOTED TO INVERTEBRATE ZOOLOGY. FROM LAVISH EXPEDITION REPORTS TO LATER SCIENTIFIC JOURNALS THAT FOCUSED ON CLASSIFICATION AND IDENTIFICATION, THE DIVERSITY OF PORTRAYING LIFE FROM THE SEA WAS ON DISPLAY IN THE MAXIMUS GALLERY.ALEXANDER WILSON: FATHER OF AMERICAN ORNITHOLOGYTHIS EXHIBITION HELPED VISITORS LEARN ABOUT THE ORIGINS OF ORNITHOLOGY IN AMERICA. IN ALEXANDER WILSON'S SHORT AND INTENSELY PRODUCTIVE LIFE, HE RECORDED THROUGH DRAWINGS, PROSE, AND POETRY, HIS IMPRESSIONS OF AMERICA'S BIRDS. AMERICAN ORNITHOLOGY WAS PUBLISHED IN NINE VOLUMES, FROM 1808-1814, AND WAS A LANDMARK WORK OF EARLY AMERICAN NATURAL HISTORY. ON DISPLAY WAS A RARE 19TH CENTURY PORTRAIT OF THE AUTHOR, AND HIS ORIGINAL AND CHARMING ILLUSTRATIONS.AT THE TY WARNER SEA CENTER:CAMOUFLAGEMARINE PREDATORS AND PREY ALIKE CLOAK THEMSELVES IN CAMOUFLAGE TO HIDE IN PLAIN SIGHT. THIS EXHIBITION HIGHLIGHTED THE SECRETS OF BACKGROUND MATCHING, DISRUPTIVE COLORATION, AND MIMICRY. VISITORS COULD SHARPEN THEIR OBSERVATION SKILLS AND SEE IF THEY COULD FIND THE CLEVERLY HIDDEN CRITTERS THAT DECEIVE TO SURVIVE.SUPERPOWERS!THIS EXHIBITION HIGHLIGHTING VARIOUS MARINE ANIMALS IS BEST DESCRIBED AS FOLLOWS:FASTER THAN A SPEEDING BULLET! MORE POWERFUL THAN AN OCEAN WAVE! ABLE TO DISAPPEAR BEFORE YOUR EYES! LOOK! IN THE TANK! IT'S AN EEL?! IT'S A FISH?! IT'S...SUPERPOWERS! YES, SEA CREATURES WITH SUPER, EXTRAORDINARY ADAPTATIONS, FAR BEYOND THOSE OF MORTAL HUMANS! YET DESPITE THEIR INCREDIBLE POWERS AND ABILITIES, THESE AMAZING MARINE ANIMALS RELY ON THE REAL SUPER HEROES - HUMANS DISGUISED AS EVERYDAY PEOPLE - TO PROTECT THEM FROM THE MOST DANGEROUS VILLIANS. HUMANS HAVE THE POWER TO CHANGE THE COURSE OF GHASTLY HARMFUL HABITS, AND TO FIGHT THE NEVER-ENDING BATTLE FOR GOOD OCEAN HEALTH, NOBLE STEWARDSHIP, AND THE SUSTAINABLE WAY ON LAND AND SEA! WILL YOU BE THE NEXT SUPER HERO?THE TY WARNER SEA CENTER SERVED APPROXIMATELY 62,000 VISITORS TO ITS EXHIBITS. THE MISSION CREEK CAMPUS SERVED 73,000 VISITORS TO ITS EXHIBITS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 988359 | Expense |
| Revenue | 212488 | Revenue |
| Description | EDUCATION:THE MUSEUM'S RICH ARRAY OF EDUCATIONAL PROGRAMS SERVED APPROXIMATELY 59,000 INDIVIDUALS IN 2010 AND ARE ON THE CUTTING EDGE OF CURRENT EDUCATIONAL PRACTICE, ESPECIALLY WITH REGARD TO INQUIRY-BASED SCIENCE EDUCATION WITH PROGRAMMING FOR EVERY MAJOR AGE GROUP, INCLUDING PRE-SCHOOLERS, K-12 STUDENTS, TEENAGERS, ADULTS, AND SENIORS. IN 2010, 19,500 SCHOOLCHILDREN PARTICIPATED IN ALMOST 32,500 PROGRAMS LINKED TO STATE AND NATIONAL LEARNING STANDARDS, AND MANY TOOK PART IN OUTDOOR EDUCATION EXPERIENCES. 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 20 HIGH SCHOOL STUDENTS. IN ADDITION, THE MUSEUM'S ADULT EDUCATION DEPARTMENT HAS PIONEERED SEVERAL INNOVATIVE PROGRAMS, INCLUDING "TOWN HALLS" WHICH FOCUS ON ENVIRONMENTAL ISSUES IN LOCAL AND REGIONAL PUBLIC POLICY.THE MUSEUM HAS A SPECIMEN LOAN PROGRAM, THE NATURE COLLECTION. IN 2010, APPROXIMATELY 45,000 SCHOOLCHILDREN ENCOUNTERED OUR NATURE COLLECTION ITEMS IN THEIR SCHOOLS.THE MUSEUM CONTINUES TO FOCUS ON RECONNECTING VISITORS TO NATURE BY TAKING ADVANTAGE OF ONE OF OUR GREATEST ASSETS, OUR BEAUTIFUL OUTDOOR ENVIRONMENT, AND IS PART OF A GROWING NATIONAL EFFORT TO GET CHILDREN BACK INTO NATURE. THE MUSEUM BACKYARD IS AN ENHANCED WOODLAND AREA DESIGNED TO ENTICE CHILDREN TO EXPLORE AND PLAY. SPACE ELEMENTS INCLUDE A BOULDER-HOPPING AREA, A FORT-BUILDING ZONE, A PERFORMANCE STAGE AREA, A MUD PLAY AREA AND A REALISTIC SMALL-SCALE "CREEK" FOR WATER PLAY. ALL ELEMENTS USE LOCAL MATERIALS AND WERE DESIGNED TO BE AS NATURAL IN APPEARANCE (UNCONSTRUCTED) AS POSSIBLE. THE MUSEUM OFFERS A NUMBER OF NATURE-BASED PROGRAMS FOR FAMILIES, SCHOOL GROUPS, CAMPERS, AND EDUCATORS IN ITS BACKYARD. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4973815 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 155 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8056824711 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2559 PUESTA DEL SOL | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DENNIS ALLEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE BURTNESS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATTY BRYANT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AARON BUDGOR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CAROLYN CHANDLER | ||||||||
| VP FOR DEVELOPMENT | 3.00 | X | 0 | 0 | 0 | X | ||
| BRUCE CULVER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS DREIER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELISABETH FOWLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN HICKS | ||||||||
| CHAIRMAN | 4.00 | X | 0 | 0 | 0 | X | ||
| PALMER JACKSON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL RUSSELL | ||||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | ||
| KATHLEEN KALP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BOBBIE KINNEAR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATTY MACFARLANE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANGEL MARTINEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MIKE MAYFIELD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GLEN MITCHEL | ||||||||
| VP FOR AUDIT | 2.00 | X | 0 | 0 | 0 | X | ||
| ROBERT KNIGHT | ||||||||
| VP FOR FINANCE | 3.00 | X | 0 | 0 | 0 | X | ||
| JANET SANDS | ||||||||
| VP FOR GOVERNANCE | 3.00 | X | 0 | 0 | 0 | X | ||
| BRIAN SARVIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAY SMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NORMAN SPRAGUE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE TIFFNEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KARL HUTTERER | ||||||||
| EXECUTIVE DIRECTOR | 60.00 | X | 143380 | 0 | 52135 | X | X | |
| LUCIE GREER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RENEE GRUBB | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JENNY KEARNS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TOM PARKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CECILIA RODRIGUEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DIANE WONDOLOWSKI | ||||||||
| CFO | 30.00 | 76717 | 0 | 4094 | X | |||
| CAROLINE GRANGE | ||||||||
| DIR OF DEVELOPMENT | 40.00 | 103732 | 0 | 5800 | X | |||
| JOHN POWELL | ||||||||
| FORMER TRUSTEE | 20.00 | 14105 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 337934 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 62029 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ACADEMY STUDIOS | |||||
| 70 GALLI DRIVE | NOVATO | CA | 94949 | EXHIBIT DESIGN & CONSTRUCTION | 282062 |
| DONN ROBERTS CONSTRUCTION INC | |||||
| 3028 DE LA VINA | SANTA BARBARA | CA | 93105 | CONSTRUCTION | 184497 |
| GENERATION GRAPHICS | |||||
| 31142 VIA CRISTAL | SAN JUAN CAPISTRANO | CA | 92675 | DIGITALIZATION OF MAPS | 173185 |
| SCHACHT ASLANI ARCHITECT | |||||
| 506 2ND AVE 700 | SEATTLE | WA | 98104 | ARCHITECTURAL SERVICES | 173149 |
| CHALLENGE ASPHALT | |||||
| 118 NOPALITAS WAY | SANTA BARBARA | CA | 93103 | REPAVING PARKING LOT | 120835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 394275 | MembershipDues |
| Fundraising Events | 281716 | FundraisingEvents |
| All Other Contributions | 2837383 | AllOtherContributions |
| Noncash Contributions | 28426 | NoncashContributions |
| Total Contributions | 3513374 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSION FEES | 900099 | 484965 | 484965 |
| EDUCATION PROGRAM TUIT | 900099 | 156364 | 156364 |
| CONTRACT FEES | 541700 | 42347 | 42347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 683676 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 619151 | TotalRevenueColumn |
| Exclusion | $619,151 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 284939 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 37330 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 247609 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247609 | TotalRevenueColumn |
| Exclusion | $247,609 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17268538 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18070102 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -801564 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -801564 | TotalRevenueColumn |
| Exclusion | -$801,564 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 140676 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 281716 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 275127 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -134451 | TotalRevenueColumn |
| Exclusion | -$134,451 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 451465 | GrossSalesOfInventory |
| Cost Of Goods Sold | 247138 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 204327 | TotalRevenueColumn |
| Exclusion | $204,327 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 54643 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54643 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 54643 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4386765 | TotalRevenueColumn |
| Related Or Exempt Function Income | 738319 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $135,072 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 1000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220097 | Total |
| Program Services | 81727 | ProgramServices |
| Management And General | 116863 | ManagementAndGeneral |
| Fundraising | 21507 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2614454 | Total |
| Program Services | 1678868 | ProgramServices |
| Management And General | 591837 | ManagementAndGeneral |
| Fundraising | 343749 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54910 | Total |
| Program Services | 30919 | ProgramServices |
| Management And General | 17071 | ManagementAndGeneral |
| Fundraising | 6920 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271685 | Total |
| Program Services | 173645 | ProgramServices |
| Management And General | 68892 | ManagementAndGeneral |
| Fundraising | 29148 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206577 | Total |
| Program Services | 133142 | ProgramServices |
| Management And General | 45891 | ManagementAndGeneral |
| Fundraising | 27544 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15486 | Total |
| Program Services | 2545 | ProgramServices |
| Management And General | 12941 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Management And General | 16000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35000 | Total |
| Fundraising | 35000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1334780 | Total |
| Program Services | 859580 | ProgramServices |
| Management And General | 447847 | ManagementAndGeneral |
| Fundraising | 27353 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111723 | Total |
| Program Services | 11393 | ProgramServices |
| Fundraising | 100330 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349713 | Total |
| Program Services | 137201 | ProgramServices |
| Management And General | 75265 | ManagementAndGeneral |
| Fundraising | 137247 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193315 | Total |
| Program Services | 44044 | ProgramServices |
| Management And General | 149271 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95930 | Total |
| Program Services | 55429 | ProgramServices |
| Management And General | 37655 | ManagementAndGeneral |
| Fundraising | 2846 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 744007 | Total |
| Program Services | 626222 | ProgramServices |
| Management And General | 117785 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106652 | Total |
| Program Services | 7327 | ProgramServices |
| Management And General | 99325 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 56780 | 21318 | 35462 | |
| DUES & SUBSCRIPTION | 23138 | 7462 | 10885 | 4791 |
| ANIMAL SUPPLIES | 3248 | 3248 | ||
| MEALS AND ENTERTAINMENT | 2297 | 2297 | ||
| ALLOCATION OF INDIRECT | 0 | 1096448 | -882762 | -213686 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6456792 | Total |
| Program Services | 4973815 | ProgramServices |
| Management And General | 960228 | ManagementAndGeneral |
| Fundraising | 522749 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175777 | BOY |
| EOY | 646215 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419528 | BOY |
| EOY | 1254108 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321304 | BOY |
| EOY | 203562 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232373 | BOY |
| EOY | 64780 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59118 | BOY |
| EOY | 74227 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134311 | BOY |
| EOY | 110256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18548742 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5699720 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12371436 | BOY |
| EOY | 12849022 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37791102 | BOY |
| EOY | 38453121 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5823681 | BOY |
| EOY | 7018095 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58328630 | BOY |
| EOY | 60673386 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291528 | BOY |
| EOY | 643297 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253900 | BOY |
| EOY | 230008 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545428 | BOY |
| EOY | 873305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38676784 | BOY |
| EOY | 39489252 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11506473 | BOY |
| EOY | 9225784 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7599945 | BOY |
| EOY | 11085045 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57783202 | BOY |
| EOY | 59800081 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58328630 | BOY |
| EOY | 60673386 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2070027 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4086906 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 4270922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3007237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3288198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3411004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2670374 | CurrentTaxYear |
| Total | 16647735 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4270922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3007237 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3288198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3411004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2670374 | CurrentTaxYear |
| Total | 16647735 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 107279 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16540456 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 729298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1236624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1369021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 827301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 904090 | CurrentTaxYear |
| Total | 5066334 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74338 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 95078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54643 | CurrentTaxYear |
| Total | 452750 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22166819 | TotalSupport |
| Gross Receipts From Admissions Etc | 888003 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77800 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: ESTATE GIFT DATE: 12/31/06 AMOUNT: 225000. ESTATE GIFT DATE: 12/31/07 AMOUNT: 5924. BEQUEST DATE: 12/31/07 AMOUNT: 1450000. BEQUEST DATE: 12/31/08 AMOUNT: 50000. BEQUEST DATE: 12/31/09 AMOUNT: 6309. CHARITABLE REMAINDER TRUST DISTRIBUTION DATE: 12/31/06 AMOUNT: 2997800. CHARITABLE REMAINDER TRUST DISTRIBUTION DATE: 12/31/07 AMOUNT: 10373. TRUST GIFT DATE: 12/31/10 AMOUNT: 800000. ESTATE GIFT DATE: 12/31/10 AMOUNT: 43000. | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35526381 | BeginningOfYearBalance |
| Contributions | 105675 | Contributions |
| Investment Earnings Or Losses | 3185635 | InvestmentEarningsOrLosses |
| Other Expenditures | 2461590 | OtherExpenditures |
| End Of Year Balance | 36356101 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30475410 | BeginningOfYearBalance |
| Contributions | 1313606 | Contributions |
| Investment Earnings Or Losses | 6932063 | InvestmentEarningsOrLosses |
| Other Expenditures | 3194698 | OtherExpenditures |
| End Of Year Balance | 35526381 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50313800 | BeginningOfYearBalance |
| Contributions | 160723 | Contributions |
| Investment Earnings Or Losses | -17299133 | InvestmentEarningsOrLosses |
| Other Expenditures | 2487257 | OtherExpenditures |
| Administrative Expenses | 212723 | AdministrativeExpenses |
| End Of Year Balance | 30475410 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.62000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.21000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 309388 | OtherCostOrOtherBasis |
| Book Value | 309388 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18239354 | OtherCostOrOtherBasis |
| Depreciation | 5699720 | Depreciation |
| Book Value | 12539634 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12849022 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 35759776 | F |
| OTHER INVESTMENTS | 2693345 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 38453121 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD UNDER CHARITABLE AGREEMENTS | 6388095 |
| PROPERTY HELD FOR INVESTMENT | 630000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7018095 | TotalBookValueOtherAssets |
| Total Revenue | 4386765 | TotalRevenue |
| Total Expenses | 6456792 | TotalExpenses |
| Excess Or Deficit For Year | -2070027 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3622087 | NetUnrealizedGLOnInvestments |
| Other | $464,819 | OtherAmount |
| Total Adjustments | 4086906 | TotalAdjustments |
| Excess Or Deficit Per FS | 2016879 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8473672 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3622088 | NetUnrealizedGainsInvestments |
| Other Revenues | 464819 | OtherRevenues |
| Revenue Not Rptd F990 | 4086907 | RevenueNotRptdF990 |
| Revenue Subtotal | 4386765 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4386765 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6456792 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6456792 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6456792 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 THREE 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 THREE 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 INTERNSHIPS, THE MAXIMUS GALLERY FOR ANTIQUE NATURAL HISTORY PRINTS, FACILITIES REPAIR, INNOVATIVE EDUCATION AND ENTOMOLOGY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | PART X, QUESTION 2 FIN 48 DISCLOSURE: AT DECEMBER 31, 2010, THE SANTA BARBARA MUSEUM OF NATURAL HISTORY WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF CHARITABLE TRUSTS 464,819. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF CHARITABLE TRUSTS 464,819. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWNSEND PUBLIC AFFAIRS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 WHITE ROAD SUITE 251 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTS ON PUBLIC SECTOR FUNDING PROGRAM | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 35000 | AmountRetainedByContractor |
| Net To Organization | -35000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 35000 | TotalRetainedByContractors |
| Total Net To Organization | -35000 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 279811 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 278216 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1595 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3000 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 85660 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ART WALK | NameOfEvent2 |
| Gross Receipts Event2 | 69423 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 69423 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 657 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 52770 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 51515 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 3500 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 48015 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20390 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 400749 | GrossReceiptsTotal |
| Charitable Contributions Total | 281716 | CharitableContributionsTotal |
| Gross Revenue Total Events | 119033 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 3657 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 158820 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 162477 | DirectExpenseSummaryEvents |
| Net Income Summary | -43444 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARL HUTTERER | |||||||||||||
| 143380 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 52135 | 0 | 195515 | 0 | 174780 | 0 |
| JOHN POWELL | |||||||||||||
| 14105 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14105 | 0 | 30483 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | AS A PART OF THE EMPLOYMENT CONTRACT WITH THE DIRECTOR, THE MUSEUM PROVIDES HOUSING ON MUSEUM PROPERTY. THE DIRECTOR IS ON CALL FOR MUSEUM EMERGENCIES AS WELL AS USES THE RESIDENCE FOR MUSEUM FUNCTIONS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 45 | NumberOfContributions |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28426 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Taxidermy Taxidermy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12506 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Archaeological Artifacts ArchaeologicalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS DONATED ARE NOT INCLUDED IN REVENUE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC VERSION OF THE FORM 990 WAS SENT TO ALL FINANCE COMMITTEE AND BOARD MEMBERS FOR REVIEW AND WAS REVIEWED AT THE FINANCE COMMITTEE MEETING PRIOR TO FILING. | |
| SIGNED STATEMENTS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED FROM BOARD MEMBERS ON AN ANNUAL BASIS AND DELIVERED DIRECTLY TO THE AUDIT COMMITTEE CHAIR FOR REVIEW. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,622,087. CHANGE IN VALUE OF CHARITABLE TRUSTS 464,819. TOTAL TO FORM 990, PART XI, LINE 5: 4,086,906. | FORM 990, PART XI, LINE 5: |
| RESPONSIBILITY OF AUDITED FINANCIALS AND INDEPENDENT ACCOUNTANT | 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. | FORM 990, PART XI, LINE 2C |
| EXECUTIVE COMMITTEE | 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. THE EXECUTIVE COMMITTEE MET FIVE TIMES DURING THE YEAR. | PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE |
| CHANGE IN INVESTMENT PORTFOLIO | IN 2010, THE MUSEUM'S INVESTMENT PORTFOLIO INCREASED BY $3.3 MILLION WHICH INCLUDED AN UNREALIZED INCREASE IN MARKET VALUE OF $3.6 MILLION. IT ALSO INCLUDED A $0.8 MILLION REALIZED LOSS AS THE MUSEUM REPOSITIONED CERTAIN INVESTMENTS THAT HAD DECREASED IN VALUE IN 2008 TO TAKE ADVANTAGE OF THE CHANGING MARKET. AS PER THE IRS INSTRUCTIONS, THE $3.6 MILLION IN UNREALIZED GAINS ARE EXCLUDED FROM REVENUE IN PART I. HAD IT BEEN INCLUDED AS REQUIRED BY GAAP, THE MUSEUM'S REVENUE LESS EXPENSES WOULD HAVE TOTALED $2 MILLION, THE AMOUNT REPORTED ON ITS AUDITED FINANCIAL STATEMENTS. SEE PARTS XI AND XII FOR THE RECONCILIATION OF THE 990 TO THE AUDITED FINANCIAL STATEMENTS. | PART I, LINES 10, 12, AND 19 |
| EXPENSE REDUCTION | THE MUSEUM'S EXPENSES DECREASED AS PART OF A CONCERTED EFFORT TO ENSURE THAT ITS EXPENSES WERE IN LINE WITH ITS PROJECTED REVENUES FOR THE NEXT SEVERAL YEARS GIVEN THE CHANGE IN THE ECONOMY. POSITIONS WERE ELIMINATED AND EXPENSES REDUCED WITH THE GOAL OF KEEPING THE ORGANIZATION SUSTAINABLE WHILE ADHERING TO ITS MISSION AND GUIDING PRINCIPLES. | PART I, LINE 15 |
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