2024-11-15T16:24:44-06:00 2024-06-30 953680171 MCGOWAN GUNTERMANN 200 E CARILLO STREET SUITE 300 SANTA BARBARA CA 93101 990 2023-07-01 956005796 SANTA BARBARA HISTORICAL MUSEUM SANT 8059661601 136 EAST DE LA GUERRA STREET SANTA BARBARA CA 93101 DACIA HARWOOD EXECUTIVE DIRECTOR 8059661601 2024-11-15 1 CHRISLEY N REED CPA P00025230 8059629175 2023 2024-10-15 13:58:12Z HILARY BURKEMPER 136 EAST DE LA GUERRA STREET SANTA BARBARA CA 93101 3470160 0 X WWW.SBHISTORICAL.ORG X 1943 CA COLLECTION, INTERPRETATION, AND PRESERVATION OF THE HISTORY OF SANTA BARBARA. 10 10 25 45 0 0 1127274 689828 25559 17530 -36671 162338 408505 732422 1524667 1602118 0 0 0 0 743861 772153 5070 5915 108247 810434 907682 1559365 1685750 -34698 -83632 11342959 9778227 130155 115511 11212804 9662716 X TO INSPIRE MEANINGFUL CONNECTIONS TO SANTA BARBARA HISTORY. 0 0 517684 197681 HISTORIC STRUCTURES: THE MUSEUM PRESERVES TWO HISTORICAL STRUCTURES ON THEIR DOWNTOWN SANTA BARBARA CAMPUS: THE COVARRUBIAS ADOBE (1817) AND THE HISTORIC ADOBE (CA. 1836). THE COVARRUBIAS ADOBE IS ONE OF THE OLDEST BUILDINGS IN SANTA BARBARA. ADDITIONALLY, THE MUSEUM PRESERVES THREE HISTORIC HOMES AT 414 EAST MONTECITO STREET: THE TRUSSELL-WINCHESTER ADOBE (1854), CHARLES FERNALD MANSION (1862) AND ADJACENT CARRIAGE HOUSE. THE COVARRUBIAS ADOBE AND TRUSSELL-WINCHESTER ADOBE ARE CALIFORNIA STATE LANDMARKS. THE HISTORICAL MUSEUM FACILITY (1964), A 25,000 SQUARE FOOT BUILDING, WAS DESIGNATED A STRUCTURE OF MERIT IN 2020 AND IS VISITED BY OVER 35,000 PEOPLE ANNUALLY. 352853 15291 PUBLIC PROGRAMS: GUESTS EXPLORED THE MUSEUM TO VISIT THE GALLERIES AND HISTORIC ADOBE COURTYARDS, ATTEND PUBLIC PROGRAMMING AND UTILIZE THE GLEDHILL RESEARCH LIBRARY. VIRTUAL AND IN-PERSON PUBLIC PROGRAMMING INCLUDED NEARLY THIRTY EDUCATIONAL EVENTS - HISTORY LECTURES, PERFORMANCES, FILM SCREENINGS, EXHIBITIONS, AND WALKING TOURS. TOPICS INCLUDED LIFE IN EARLY CALIFORNIA, CONSERVATION, ARCHITECTURE, ART, FILM, AGRICULTURE, AND OTHER LOCAL HISTORY TOPICS. THE MUSEUM PROVIDED FREE AFTER-HOURS RECEPTIONS AND FAMILY FRIENDLY ACTIVITIES FOR THE PUBLIC DURING "FIRST THURSDAYS", A COLLABORATIVE ART AND BUSINESS PROMOTION, ALONG WITH PLAYING HOST TO NUMEROUS LIKE-MINDED NON-PROFIT ORGANIZATIONS. THE MUSEUM OFFERS FOUR CUSTOM ONSITE PROGRAMS THAT FIT INTO THE STATE OF CALIFORNIA STANDARDS FOR KINDERGARTEN THROUGH FOURTH GRADE. ADDITIONALLY, MANY MORE VISITED THE MUSEUM'S SATELLITE EXHIBITS AT THE HILL-CARRILLO ADOBE, SANTA BARBARA AIRPORT AND COTTAGE HOSPITAL. 449466 2239 COLLECTIONS AND LIBRARY: HELD IN THE PUBLIC TRUST, THE MUSEUM'S EXTENSIVE COLLECTION INCLUDES OVER 100,000 OBJECTS - ARTWORK, FURNITURE, SADDLES, DECORATIVE ARTS AND COSTUMES THAT REPRESENT OVER 500 YEARS OF CHUMASH, MEXICAN, SPANISH AND AMERICAN HISTORY. THE GLEDHILL LIBRARY, LOCATED ON THE MUSEUM'S DOWNTOWN CAMPUS, PROVIDES PUBLIC ACCESS TO OVER 500,000 ARCHIVAL DOCUMENTS, MAPS, PHOTOGRAPHS AND BOOKS FOR HISTORIC RESEARCH, AN INVALUABLE RESOURCE TO HISTORIANS AND GENEALOGISTS ALIKE. IN ADDITION TO THE MUSEUM'S VIBRANT SCHEDULE OF EVENTS AND PROGRAMMING, THE MUSEUM PUBLISHED SCHOLARLY JOURNAL NOTICIAS, AND ONLINE PUBLICATION, "PEQUENAS NOTICIAS." IN ADDITION TO THE MUSEUM'S SIGNATURE EXHIBITIONS, THE ORGANIZATION HOSTED FIVE MAJOR EDUCATIONAL EXHIBITIONS: CALIFORNIA'S MISSIONS BY EDWIN DEAKIN, SEASONAL SOIREES: SANTA BARBARA'S EVENING COUTURE 1880-1980, MEMORIES OF MOUNTAIN DRIVE: SANTA BARBARA'S BOHEMIAN COMMUNITY, CLARENCE MATTEI: A PORTRAIT OF OUR COMMUNITY, AND PROJECT FIESTA: 99 YEARS OF OLD SPANISH DAYS. IN ADDITION TO PUBLISHING THEIR SCHOLARLY JOURNAL NOTICIAS" THE MUSEUM CREATED AN ONLINE JOURNAL, "PEQUENAS NOTICIAS." 1320003 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 24 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LORETTA REYNOLDS 8059661601 136 EAST DE LA GUERRA STREET SANTA BARBARA CA 93101 HILARY BURKEMPER PRESIDENT 5.00 X X 0 0 0 BRETT HODGES VICE PRESIDENT 4.00 X X 0 0 0 GEORGE LEIS SECRETARY 4.00 X X 0 0 0 VITO GIOELLO TREASURER 4.00 X X 0 0 0 WILLIAM REYNOLDS PARLIAMENTARIAN 4.00 X X 0 0 0 SHARON BRADFORD TRUSTEE 4.00 X 0 0 0 VINCE CABALLERO TRUSTEE 4.00 X 0 0 0 RHONDA HENDERSON TRUSTEE 4.00 X 0 0 0 KEN MINEAU TRUSTEE 4.00 X 0 0 0 SHEILA SNOW TRUSTEE 4.00 X 0 0 0 DACIA HARWOOD EXECUTIVE DIRECTOR 40.00 X 90538 0 23185 90538 0 23185 0 0 0 0 0 57040 127250 505538 689828 PUBLIC PROGRAM 900099 15291 15291 LIBRARY FEES 900099 2239 2239 17530 90443 90443 569225 0 569225 569225 569225 1859266 1787371 71895 71895 71895 20700 127250 66921 -46221 -46221 25487 13750 11737 11737 INSURANCE REFUND 900099 197681 197681 197681 1602118 215211 0 697079 123422 61712 30855 30855 529770 519781 9989 10253 10111 142 62165 61797 368 46543 41115 2357 3071 3068 3068 69200 69200 5915 5915 31907 31907 3640 3140 500 5632 5632 34988 1411 32600 977 15031 5611 5533 3887 93074 71816 14434 6824 11006 935 10071 196067 166657 24508 4902 54012 36164 17034 814 PUBLIC PROGRAMS 185278 185278 REPAIRS AND MAINTENANCE 164276 154475 9801 DEVELOPMENT COSTS 40503 40503 1685750 1320003 257500 108247 22845 23497 331213 364177 7419 8380 80101 77910 67657 71309 8501524 5867594 2725709 2633930 3230069 3461407 4877946 3137617 11342959 9778227 130155 115511 130155 115511 X 5322238 5427184 5890566 4235532 11212804 9662716 11342959 9778227 X -83632 273344 -1739800 X X 0 1 X 1 0 X 617120 1183044 991938 1127274 689828 4609204 617120 1183044 991938 1127274 689828 4609204 802275 3806929 289750 318192 542201 512017 659668 2321828 49 785 545 78 197681 199138 7130170 0.53390 0.54040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 4893901 0 560783 275000 5179684 4477784 300000 240426 124309 4893901 5334454 0 -814021 42649 4477784 4394405 0 1054299 114250 5334454 4388421 5744 56740 56500 4394405 0.44000 0.56000 1 0 147697 147697 3164179 1441598 1722581 4510904 3929539 581365 678744 496457 182287 2633930 INTEREST IN CHARITABLE TRUSTS 907354 INTEREST IN PERPETUAL TRUSTS 2213510 UNEMPLOYMENT RESERVE ACCOUNT 16753 3137617 X 117505 273344 331670 605014 -487509 31907 2057720 2089627 1602118 1667593 13750 13750 1653843 31907 31907 1685750 PART X, LINE 2: THE MUSEUM IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3) AND STATE INCOME TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701 (D), THEREFORE NO AMOUNTS FOR INCOME TAXES ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM IS NOT A PRIVATE FOUNDATION FOR INCOME TAX PURPOSES. THE MUSEUM IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD AFFECT ITS TAX-EXEMPT STATUS. THE MUSEUM EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2024, THE MUSEUM HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE MUSEUM FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE MUSEUM IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020 AND 2019, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS 160,912. CHANGE IN VALUE OF PERPETUAL TRUSTS 157,008. MUSEUM STORE COST OF SALES 13,750. PART XI, LINE 4B - OTHER ADJUSTMENTS: REMOVE COLLECTIONS FROM ASSETS 2,057,720. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM STORE COST OF SALES 13,750. LA FIESTA DEL MUSEO 147950 127250 20700 14926 36311 9824 5860 147950 127250 20700 14926 36311 9824 5860 66921 -46221 X 69 0 NO VALUE RECORDED ON ART X 394 0 NO VALUE RECORDED 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SHARON BRADFORD AND BRETT HODGES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF ACCOUNTING AND THE EXECUTIVE DIRECTOR REVIEW THE DRAFT OF THE FORM 990. A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM PROVIDES EACH TRUSTEE WITH A TRUSTEE HANDBOOK, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY AND FORM FOR TRUSTEE SIGNATURE. THE EXECUTIVE COMMITTEE REVIEWS THE FORMS FOR ANY CONFLICTS; THE BOARD OF TRUSTEES IS AWARE OF THE PROCEDURE TO UPDATE THE FORMS IF CIRCUMSTANCES CHANGE. THE TRUSTEES WITH CONFLICTS KNOW TO RECUSE THEMSELVES WHEN MATTERS COME TO A VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF TRUSTEES AFTER REVIEW OF COMPARABLE NONPROFITS AND MUSEUMS. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM MAKES ITS ANNUAL FINANCIAL STATEMENT AUDIT, FORM 1023, FORMS 990 AND 990-T AVAILABLE UPON REQUEST DURING THE NORMAL BUSINESS HOURS OF THE MUSEUM OR WILL MAIL COPIES IF REQUESTED. IN ADDITION, THE MUSEUM POSTS ON ITS OWN WEBSITE ITS FINANCIAL STATEMENT AUDIT AND FORM 990 AS WELL AS ITS ANNUAL REPORT. FORM 990, PART XI, LINE 9: CHANGE IN VALUE FOR CHARITABLE AND PERPETUAL TRUSTS 317,920. REMOVE COLLECTIONS FROM ASSETS -2,057,720. FORM 990, PART XI, LINE 2C THE MUSEUM'S AUDIT COMMITTEE IS RESPONSIBILE FOR OVERSEEING THE AUDIT PROCESS. THE AUDIT COMMITTEE 1) RECOMMENDS THE SELECTION OF THE AUDITOR TO THE BOARD OF TRUSTEES, 2) REVIEWS THE AUDIT, 3) RECOMMENDS ITS ACCEPTANCE OF THE REPORT TO THE BOARD OF TRUSTEES. THE PROCESS HAS NOT CHANGED SINCE LAST YEAR.