2026-03-27T18:20:14-05:00 2025-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2024-07-01 770392953 SANTA BARBARA MARITIME MUSEUM SANT 8054568742 113 HARBOR WAY 190 SANTA BARBARA CA 93109 DEAN NOBLE CURRENT EXECUTIVE DIRECTOR 8054568742 2026-03-19 1 0 JESSICA MOITOZA P01282487 8059631837 2024 2025-03-06 01:10:19Z DEAN NOBLE 113 HARBOR WAY 190 SANTA BARBARA CA 93109 4265441 0 X SBMM.ORG X 1994 CA TO BE THE RECOGNIZED FLAGSHIP INSTITUTION FOR INFORMATION ON THE SANTA BARBARA CHANNEL BY SHOWCASING OUR RICH MARITIME HISTORY, PRESENTING INSPIRATIONAL PROGRAMS, AND PROMOTING INSIGHTFUL DISUSSIONS ABOUT THE FUTURE OF OUR COASTAL COMMUNITY. 20 20 23 109 163097 16463 1628376 2583136 122206 148399 76749 68754 8717 168930 1836048 2969219 0 0 0 0 1178811 1107588 13260 9865 266515 1024952 1273806 2217023 2391259 -380975 577960 4808811 5793195 624786 541370 4184025 5251825 X CREATING EXCELLENT EXHIBITS AND EDUCATIONAL EXPERIENCES THAT CELEBRATE THE SANTA BARBARA CHANNEL AND ILLUMINATE OUR RICH CONNECTIONS WITH THE SEA. 0 0 1345627 117653 CONNECTING THE COMMUNITY TO MARITIME HERITAGE: EXHIBITSTHE SANTA BARBARA MARITIME MUSEUM'S PURPOSE IS TO PRESERVE AND PRESENT TO THE PUBLIC THE MARITIME HERITAGE OF CALIFORNIA'S CENTRAL COAST, WHILE PROVIDING AN ONGOING EDUCATIONAL PLATFORM TO STUDY AND RECORD HUMAN INTERACTION WITH THE MARINE ENVIRONMENT. THE MUSEUM'S MISSION STATEMENT IS CREATING QUALITY EXHIBITS AND EDUCATIONAL EXPERIENCES THAT CELEBRATE THE SANTA BARBARA CHANNEL AND ILLUMINATE OUR RICH CONNECTIONS WITH THE SEA. THE MUSEUM'S EXHIBITS, BOTH PERMANENT AND ROTATING, HIGHLIGHT THE LOCAL MARITIME HISTORY OF THE CALIFORNIA CENTRAL COAST AND GIVE VISITORS AND LOCALS A SENSE OF SANTA BARBARA'S 13,000-YEAR MARITIME HISTORY. EXHIBITS HONOR PEOPLE SUCH AS COMMERCIAL DIVERS, COMMERCIAL FISHERMEN, AND LIGHTHOUSE KEEPERS WHO, THROUGH EVERYDAY ACTIONS, ENRICH OUR LIVES TODAY. THE SANTA BARBARA MARITIME MUSEUM (SBMM) RECEIVES OVER 40,000 VISITORS ANNUALLY AND FOCUSES ON INTERACTIVE EXHIBITS AND HANDS-ON EDUCATIONAL PROGRAMMING. IN 2020 SBMM RECEIVED A 10-YEAR ACCREDITATION FROM THE AMERICAN ALLIANCE OF MUSEUMS (AAM), PLACING IT INTO THE TOP ECHELON OF MUSEUMS ACROSS THE COUNTRY. OF THE MORE THAN 35,000 MUSEUMS IN THE UNITED STATES, FEWER THAN 1,250 ARE CURRENTLY ACCREDITED BY AAM. IN FISCAL YEAR 2025 THE MUSEUM ALSO COMPLETED THE FOURTH YEAR OF ITS 5-YEAR STRATEGIC PLAN, WHICH PROVIDES STAFF AND THE BOARD OF DIRECTORS THE TOOLS TO NAVIGATE THE FUTURE COURSE OF THE MUSEUM. DURING FISCAL YEAR 2025 SBMM DISPLAYED "ANCHORED IN THE COMMUNITY," "COASTAL MOMENTS," FEATURING TEN LOCAL PLEIN AIRE ARTISTS, "ABOVE YOUR DREAMS," FEATURING PAINTINGS BY KEVIN SHORT, "MAJESTIC CALIFORNIA PIERS," FEATURING PHOTOGRAPHY BY DAN MERKEL AND BILL DEWEY, AND "THE SWIFTEST RECOVERY: ISLAND FOX CHRONICLES," FEATURING PHOTOGRAPHY BY CHUCK GRAHAM. THE MUSEUM ALSO UPGRADED ITS "PERISCOPE" EXHIBIT. THE MUSEUM ALSO SERVED AS THE FISCAL AGENT FOR THE DEEPWATER DIVING MONUMENT,WHICH WAS UNVEILED ON APRIL 5, 2025, AND RECENTLY WON A SANTA BARBARA BEAUTIFUL AWARD. 351646 30746 EDUCATIONTHE MUSEUM'S EDUCATION PROGRAMMING CONTINUES TO EXPAND, NOW PROVIDING PROGRAMS FOR ELEMENTARY AND HIGH SCHOOL STUDENTS ACROSS SANTA BARBARA COUNTY AND BEYOND. IN THE PAST FEW YEARS PROGRAMMING HAS EXPANDED TO LOMPOC HIGH SCHOOL STUDENTS, AND NEW ELEMENTARY SCHOOLS IN CARPINTERIA, IN ADDITION TO HAVING SCHOOLS FROM BAKERSFIELD AND VENTURA COUNTY VISIT. IN FY2025 SBMM SERVED 4,813 STUDENTS THROUGH 146 PROGRAMS AND 2,434 ADULTS THROUGH 50 PROGRAMS. SBMM SERVES AS THE FISCAL AGENT FOR THE SANTA BARBARA CHANNEL WHALE HERITAGE AREA (SBCWHA), WHICH BECAME THE NINTH SUCH DESIGNATED AREA AND ONLY THE SECOND IN THE UNITED STATES. THE MUSEUM'S WHALES ARE SUPERHEROES! PROGRAM, WHICH PROVIDES BOTH INSTRUCTION AND AN ART ACTIVITY TO SHOW HOW WHALES HELP WITH CLIMATE CHANGE, HELPS FULFILL THE SBCWHA'S EDUCATION ROLE. THE MUSEUM'S NATIONALLY RECOGNIZED MARITIME ON THE MOVE (MOTM) PROGRAM HAS WON NUMEROUS AWARDS, INCLUDING: BEING NAMED A FINALIST IN THE AMERICAN ALLIANCE OF MUSEUMS 2021 EDCOM AWARD FOR INNOVATION AND EDUCATION AWARD PANDEMIC EDITION, BEING AWARDED THE CALIFORNIA ASSOCIATION OF MUSEUMS CALIFORNIA NATURAL RESOURCES AGENCY SECRETARYS PUBLIC EDUCATION AWARD FOR EXCELLENCE IN SUSTAINABILITY, BEING ASKED BY THE COUNCIL OF AMERICAN MARITIME MUSEUMS TO PRESENT ABOUT THE PROGRAM AT THEIR 2021 NATIONAL CONFERENCE, AND RECEIVED THE EPIC AWARD FOR EXCELLENCE IN EDUCATION. THE MAJORITY OF STUDENTS PARTICIPATING IN SBMM EDUCATION PROGRAMS ATTEND UNDER-RESOURCED PUBLIC SCHOOLS IN SANTA BARBARA COUNTY THAT QUALIFY FOR TITLE I FUNDING AND SERVE LOW INCOME HOUSEHOLDS. ADULTS EDUCATIONAL PROGRAMS INCLUDE A MONTHLY LECTURE SERIES, MUSEUM TOURS, AND A DOCENT PROGRAM. THANKS TO THE GENEROSITY OF SBMM BOARD MEMBER ROGER CHRISMAN AND HIS WIFE SARAH, THE MUSEUM NOW HAS ACCESS TO THE TALL SHIP MYSTIC WHALER, ALLOWING YOUNG STUDENTS TO EXPERIENCE OPEN-OCEAN SAILING BASED ON THE 1830'S EXPERIENCE OF RICHARD HENRY DANA, JR. STUDENTS GAIN A CLEARER UNDERSTANDING OF THE 19TH CENTURY LIVES OF THOSE THAT BROUGHT CARGO AROUND THE WORLD AND HAD THE SAME RESPONSIBILITIES THAT PERSIST INTO THE 21ST CENTURY. THEY EXERCISED THEIR UNDERSTANDING OF MATH, PHYSICS, HISTORY, AND ENGINEERING TO PRACTICE TRADITIONAL SKILLS SUCH AS NAVIGATION AND MECHANICAL ADVANTAGE. IN SEPTEMBER 2024 SBMM CONTINUED TO EXPAND ITS GIRLS IN OCEAN SCIENCE PROGRAM FOR JUNIOR HIGH SCHOOL AND HIGH SCHOOL FEMALES. BOTH GROUPS GOT TO GO OUT ON THE OCEAN, WORKING WITH FEMALE NATURALISTS AND SCIENTISTS, INCLUDING THOSE FROM UCSB'S JENN CASELLE LAB, WHICH IS FOCUSED ON MARINE CONSERVATION AND RESEARCH. THE HIGH SCHOOL STUDENTS PERFORMED HANDS ON EXPERIMENTS ABOARD THE NOAA RESEARCH VESSEL SHEARWATER WITH THEIR CREW. THE PURPOSE OF THIS PROGRAM IS TO INSPIRE THESE YOUNG LADIES TO GO TO COLLEGE AND PURSUE STUDIES AND CAREERS IN VARIOUS OCEAN RELATED FIELDS. WHALES ARE SUPERHEROES! COMPLEMENTED SBMMS PERMANENT EXHIBIT OF THE SAME NAME. SBMM SENDS STAFF AND NATURALISTS TO CLASSROOMS COUNTYWIDE TO SHOW HOW WHALES HELP WITH CLIMATE CHANGE, AND INCLUDES AN ART COMPONENT TAUGHT BY SONDRA WEISS. STUDENTS LEARN TO APPRECIATE THE ROLE WHALES PLAY IN PROVIDING OXYGEN TO OUR PLANET, HELPING OUR OCEANS PROVIDE MORE OF THE AIR WE BREATHE EACH DAY THAN TREES DO. 1697273 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 23 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DEAN NOBLE 8054568742 113 HARBOR WAY 190 SANTA BARBARA CA 93109 SIGRID TOYE PAST PRESIDENT 6.00 X X 0 0 0 CHUCK WILSON PRESIDENT 6.00 X X 0 0 0 ALEX WEINSTEIN VICE PRESIDENT 6.00 X X 0 0 0 JENNIFER WEISMAN TREASURER 6.00 X X 0 0 0 JOHN BRINKER SECRETARY 4.00 X X 0 0 0 DON BARTHELMESS TRUSTEE 4.00 X 0 0 0 DAVID BOLTON TRUSTEE 4.00 X 0 0 0 ROGER CHRISMAN TRUSTEE 4.00 X 0 0 0 JOHN DOORDAN TRUSTEE 4.00 X 0 0 0 TOM ELLIOTT TRUSTEE 4.00 X 0 0 0 KATE FORD TRUSTEE 4.00 X 0 0 0 RANDY FRANCIOSE TRUSTEE 4.00 X 0 0 0 RANDALL FOX TRUSTEE 4.00 X 0 0 0 ANN HOWARD TRUSTEE 4.00 X 0 0 0 JERRY JACKMAN TRUSTEE 4.00 X 0 0 0 TREVOR LARGE TRUSTEE 4.00 X 0 0 0 CHAD MAKELA TRUSTEE 4.00 X 0 0 0 SABRINA PAPA TRUSTEE 4.00 X 0 0 0 ROBYN PARKER TRUSTEE 4.00 X 0 0 0 SHAUN TOMSON TRUSTEE 4.00 X 0 0 0 GREG GORGA EXECUTIVE DIRECTOR 50.00 X 154806 0 11706 JESSICA TADE DEPUTY DIRECTOR 45.00 X 103787 0 3013 258593 0 14719 2 0 1 0 0 137104 135379 2310653 112109 2583136 ADMISSIONS 900099 103262 103262 EDUCATION PROGRAM 713990 45137 45137 148399 45645 45645 12960 4400 8560 8560 8560 1219632 22878 1219401 0 231 22878 23109 23109 51249 135379 72421 -21172 -21172 990 0 990 990 COFFEE INCOME 900099 163097 163097 OTHER INCOME 900099 17455 17455 180552 2969219 148399 163097 74587 175674 17567 122972 35135 779803 594513 76287 109003 74590 57463 6755 10372 77521 50389 15504 11628 135348 21872 113476 9865 9865 16895 10549 6346 23691 11846 11845 136281 107661 4634 23986 56215 47783 5622 2810 297679 251301 29768 16610 12051 9641 1205 1205 203791 163033 20379 20379 54743 46532 5474 2737 EDUCATION PROGRAM 173116 173116 EXHIBIT DESIGN AND CONS 60581 60581 DONOR RECOGNITION 45939 36751 4594 4594 MEMBERSHIP BENEFITS 36675 36675 20801 20801 2391259 1697273 427471 266515 303994 319284 1008505 671961 34962 647107 72960 18865 6010297 4603908 1588757 1406389 984819 1560716 814814 1168873 4808811 5793195 139091 253336 485695 288034 624786 541370 X 3217004 3166282 967021 2085543 4184025 5251825 4808811 5793195 X 577960 118538 371302 X 0 1 X 1 0 X 1637888 1803080 1383583 1628376 2583136 9036063 1637888 1803080 1383583 1628376 2583136 9036063 1726410 7309653 4302 49466 7109 64596 59595 185068 12633 17463 30096 17522 17455 34977 9286204 462121 0.78720 0.81570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1360433 805000 154116 27000 2292549 1173076 10000 177357 1360433 276132 868354 28590 1173076 250000 35000 -8868 276132 175882 75000 963 1845 250000 0.63000 0.34000 0.03000 0 0 2574627 1853361 721266 548144 548144 0 2887526 2202403 685123 1406389 CLEARING ACCOUNT 6063 DEPOSITS 2153 INTEREST IN CHARITABLE REMINDER TRUST 828378 RIGHT OF USE ASSETS 332279 1168873 LEASE LIABILITY 210827 FUNDS HELD AS FISCAL AGENT 77207 288034 X 3458800 118538 2150 364493 485181 2973619 -4400 -4400 2969219 2391000 2150 4400 6550 2384450 6809 6809 2391259 PART III, LINE 1A: ARTIFACT COLLECTION THE MUSEUM MAINTAINS A COMPREHENSIVE MARITIME ARTIFACTS COLLECTION. THE COLLECTION IS USED FOR THE PURPOSES OF EXHIBITION, EDUCATION, STUDY, RESEARCH, PUBLICATION AND POSSIBLE LOANS TO OTHER MUSEUMS. THE MUSEUMS ARTIFACTS ARE HELD FOR EXHIBITION TO THE PUBLIC, FOR EDUCATIONAL PURPOSES OR FOR RESEARCH, WITH THE INTENT OF BEING PROTECTED, CARED FOR AND PRESERVED. ANY PROCEEDS FROM THE DEACCESSIONING OF COLLECTION ITEMS WILL BE REINVESTED IN THE ACQUISITION OF OR THE PROTECTION, CARE, AND PRESERVATION OF OTHER ARTIFACTS IN ACCORDANCE WITH A POLICY OF THE MUSEUM. PART III, LINE 4: THE MARITIME ARTIFACTS COLLECTION IS PART OF THE EXHIBITIONS MADE AVAILABLE TO THE PUBLIC. PART V, LINE 4: INCOME FROM THE ENDOWMENT FUND IS USED TO OFFSET THE EXPENSES OF THE MUSEUM'S PROGRAMS. PART X, LINE 2: FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE MUSEUM FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE MUSEUM'S TAX RETURNS FROM THE YEAR 2022 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2021 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE MUSEUM HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE MUSEUM HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2025 OR FOR PRIOR PERIODS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMINDER TRUST 371,302. DONOR AND MEMBER EVENT EXPENSES -6,809. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -4,400. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 4,400. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR AND MEMBER EVENT EXPENSES 6,809. LOVE BOAT 160708 134908 25800 29372 29682 YATCHY BY NATURE 25125 25125 3585 9117 1 795 471 324 665 186628 135379 51249 32957 39464 72421 -21172 X 0 0 0 0 0 0 0 0 0 GREG GORGA EXECUTIVE DIRECTOR 154806 0 0 0 0 0 4528 0 7178 0 166512 0 0 0 PART I, LINE 3 THE BOARD LOOKS AT COMPARABLE SALARIES OF EXECUTIVE DIRECTORS AT SIMILAR NONPROFIT ORGANIZATIONS IN THE SANTA BARBARA AREA. THE EXECUTIVE DIRECTOR REVIEWS SALARIES FOR OTHER TOP MANAGEMENT OFFICIALS. THE BOARD OF DIRECTORS MUST APPROVE SALARY CHANGES AND BONUSES FOR THE EXECUTIVE DIRECTOR. X 5 112109 FAIR VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED FIRST BY THE BOARD TREASURER, A CPA, THEN PRESENTED TO THE FINANCE COMMITTEE, THEN THE FINANCE COMMITTEE RECOMMENDS APPROVAL TO THE EXECUTIVE COMMITTEE AND FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THE DOCUMENT AND VOTES ON APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL INCOMING BOARD MEMBERS AND KEY STAFF HAVE A THOROUGH DISCUSSION OF THE CONFLICT OF INTEREST POLICY VIA THE BOARD OF DIRECTORS MANUAL AND EMPLOYEE HANDBOOK. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ANNUALLY DISCUSS THE CONFLICT OF INTEREST POLICY AND SIGN A FORM LISTING ANY CONFLICTS. ANY BOARD MEMBER OF STAFF CONFLICTS ARE DISCLOSED AT A BOARD MEETING, DISCUSSED, AND VOTED ON FOR ACCEPTANCE OF THE STATED CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD LOOKS AT COMPARABLE SALARIES OF EXECUTIVE DIRECTORS AT SIMILAR NONPROFIT ORGANIZATIONS IN THE SANTA BARBARA AREA. THE EXECUTIVE DIRECTOR REVIEWS SALARIES FOR OTHER TOP MANAGEMENT OFFICIALS. THE BOARD OF DIRECTORS MUST APPROVE SALARY CHANGES AND BONUSES FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMINDER TRUST 371,302.