Nonprofit · EIN 95-1880698
CATALINA ISLAND MUSEUM
Tax-exempt · AVALON, CA 90704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $14,004,387 | $2,982,530 | $11,021,857 | $27,807,385 | $149,470 | $27,657,915 |
| February 29, 2024 | 990 | $1,432,643 | $1,926,170 | -$493,527 | $16,867,397 | $311,804 | $16,555,593 |
| February 28, 2023 | 990 | $2,387,740 | $1,886,135 | $501,605 | $17,558,994 | $612,686 | $16,946,308 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $13,440,931
- of which government grants
- $135,073
- Membership dues
- $44,050
- Program service revenue
- $292,907
- Investment income
- $161,969
- Royalties
- $396
- Net rental income
- $72,414
- Net gain from sales of assets
- $15,590
- Net income from sales of inventory
- $35,770
- Other revenue
- $108,580
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $171,500
- Other salaries and wages
- $569,394
- Salaries, compensation and benefits (total)
- $829,078
- Professional fundraising fees
- $53,500
- Legal fees
- $10,234
- Accounting fees
- $30,296
- Occupancy
- $57,817
- Travel
- $34,272
- Depreciation
- $315,956
- Program services (functional)
- $2,397,226
- Management and general (functional)
- $218,029
- Fundraising (functional)
- $367,275
Balance sheet and other
- Total assets, start of year
- $16,867,397
- Total assets, end of year
- $27,807,385
- Total liabilities, end of year
- $149,470
- Net assets, end of year
- $27,657,915
- Land, buildings and equipment
- $22,482,738
- Publicly traded securities
- $2,477,823
- Net assets without donor restrictions
- $25,889,901
- Net assets with donor restrictions
- $1,768,014
- Gross receipts
- $14,213,524
- Employees
- 24
- Volunteers
- 35
- Year formed
- 1953
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheila Bergman | Executive Dir. Officer | 40 | $171,500 |
| Ron Bevins | Immediate Past Chair Trustee or director, Officer | 10 | $0 |
| Terry Brown | President Trustee or director, Officer | 10 | $0 |
| Steve Mandel MD | Treasurer Trustee or director, Officer | 3 | $0 |
| Ritch Haynes | Secretary Trustee or director, Officer | 3 | $0 |
| Joyce Brown | Trustee Trustee or director | 2 | $0 |
| Jim Brown | Executive Committee Trustee or director | 3 | $0 |
| Gerald Bloeser | Trustee Trustee or director | 2 | $0 |
| Amanda Bombard | Trustee Trustee or director | 2 | $0 |
| Barbara Brisacher | Trustee (start 4/24) Trustee or director | 2 | $0 |
| Brittani Brisacher | Trustee Trustee or director | 2 | $0 |
| J Paul DeMyer | Trustee Trustee or director | 2 | $0 |
| Tim Foley | Trustee Trustee or director | 2 | $0 |
| Elias Garcia | Trustee (end 2/25) Trustee or director | 2 | $0 |
| John Hinchliffe | Trustee (start 8/24) Trustee or director | 2 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anne Johnson | Trustee Trustee or director | 2 | $0 |
| Gary Johnson | Trustee Trustee or director | 2 | $0 |
| Kathy Haynes | Trustee Trustee or director | 2 | $0 |
| Christy Lins | Trustee Trustee or director | 2 | $0 |
| Stephen Weber | Trustee (start 6/24) Trustee or director | 2 | $0 |
| Dr Donald Wise | Trustee Trustee or director | 2 | $0 |
990 for the year ended February 29, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheila Bergman | Executive Dir. Officer | 40 | $171,500 |
| Ron Bevins President | Immediate Past Chair (trans 12/23) Trustee or director, Officer | 10 | $0 |
| Terry Brown | Sec./President (trans 12/23) Trustee or director, Officer | 10 | $0 |
| Roy Rose | Vice President (end 8/23) Trustee or director, Officer | 3 | $0 |
| Steve Mandel MD | Treasurer Trustee or director, Officer | 3 | $0 |
| Ritch Haynes | Secretary Trustee or director, Officer | 3 | $0 |
| Joyce Brown | Trustee Trustee or director | 2 | $0 |
| Jim Brown | Executive Committee Trustee or director | 3 | $0 |
| Gerald Bloeser | Trustee Trustee or director | 2 | $0 |
| Amanda Bombard | Trustee Trustee or director | 2 | $0 |
| Brittani Brisacher | Trustee Trustee or director | 2 | $0 |
| J Paul DeMyer | Trustee Trustee or director | 2 | $0 |
| Tim Foley | Trustee Trustee or director | 2 | $0 |
| Elias Garcia | Trustee Trustee or director | 2 | $0 |
| Cliff Hague | Trustee (end 11/23) Trustee or director | 2 | $0 |
| Ann Hinchliffe | Trustee (end 8/23) Trustee or director | 2 | $0 |
| Anne Johnson | Trustee Trustee or director | 2 | $0 |
| Gary Johnson | Trustee Trustee or director | 2 | $0 |
| Kathy Haynes | Trustee Trustee or director | 2 | $0 |
| Christy Lins | Trustee Trustee or director | 2 | $0 |
| Dr Donald Wise | Trustee Trustee or director | 2 | $0 |
990 for the year ended February 28, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheila Bergman | Executive Dir. (start 4/22) Officer | 40 | $115,433 |
| Ron Bevins | President Trustee or director, Officer | 10 | $0 |
| Roy Rose | Vice President Trustee or director, Officer | 3 | $0 |
| Steve Mandel MD | Treasurer Trustee or director, Officer | 3 | $0 |
| Terry Brown | Secretary Trustee or director, Officer | 3 | $0 |
| Joyce Brown | Trustee Trustee or director | 2 | $0 |
| Jim Brown | Executive Committee Trustee or director | 2 | $0 |
| Gerald Bloeser | Trustee Trustee or director | 2 | $0 |
| Amanda Bombard | Trustee Trustee or director | 2 | $0 |
| Brittani Brisacher | Trustee Trustee or director | 2 | $0 |
| J Paul DeMyer | Trustee (start 2/23) Trustee or director | 2 | $0 |
| Tim Foley | Trustee Trustee or director | 2 | $0 |
| Elias Garcia | Trustee (start 2/23) Trustee or director | 2 | $0 |
| Cliff Hague | Trustee Trustee or director | 2 | $0 |
| Ann Hinchliffe | Trustee Trustee or director | 2 | $0 |
| Anne Johnson | Trustee Trustee or director | 2 | $0 |
| Gary Johnson | Trustee Trustee or director | 2 | $0 |
| Kathy Haynes | Trustee Trustee or director | 2 | $0 |
| Ritch Haynes | Trustee Trustee or director | 2 | $0 |
| Christy Lins | Trustee Trustee or director | 2 | $0 |
| Dr Donald Wise | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 217 METROPOLE AVE, AVALON, CA 90704-2862
- Principal officer (990 for 2024)
- Sheila Bergman, PO Box 366, Avalon, CA 90704
- Signed the 990
- Sheila Bergman, Executive Director
- Phone
- (310) 510-4650
- Website
- www.catalinamuseum.org
- Return prepared by
- Harrington Group CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1880698 or by the name CATALINA ISLAND MUSEUM.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To collect, preserve and promote the culture and history of Santa Catalina Island and to bring unique exhibitions to Catalina.
Program accomplishments
- The Museum maintains a vibrant rotating special exhibition schedule that includes at least four art and/or history exhibitions per year. The William Wrigley Jr. Gallery also houses an exhibition that showcases the Museum's permanent collection, interpreting the history of Santa Catalina Island. The Museum's collection of over 160,000 historical items and artworks are collected, preserved, exhibited, and made accessible to researchers. Museum board and staff are working with community partners to implement new initiatives related to education, art, and serving underrepresented audiences. In alignment with this effort, the Museum is expanding its exhibition program to include more contemporary art, and to showcase Tongva culture and modern Tongva art.Expenses $1,582,169 · revenue $255,334
- The museum provides educational programming and events that convene local residents and Island visitors in an exploration of the people and cultures that make Catalina unique. The Museum offers music and dance performances, lectures, films, and engaging art education programs for all ages. The Museum's education programs encourage K - 12 students to enjoy the creative process as they think critically, problem-solve, and engage with the Museum's unique collection. The Museum is expanding educational offerings to include new programming for K -12 students, family programs, and initiatives that increase engagement with the community and LA County residents. The new programs will focus on the Island's history, native Tongva culture, and the arts. In September 2022, the Museum started construction on a new 1,000 square-foot Education Center. These capital expansions will support plans to expand all programmatic components. Construction was completed in Spring of 2024.Expenses $647,251 · revenue $37,573
- The store at the Catalina Island Museum is stocked with a carefully curated selection of jewelry and accessories, books, toys, tile and pottery, and gift items that reflect the island's unique history. Each unique store item is inspired by the landmarks and history of Santa Catalina Island, many of which have been created using images from our archive. Select store items also reflect the themes or content of the Museum's temporary exhibitions. Our Visitors Services Associates assist with sales of items, educating visitors about the Museum's offerings and orientating visitors within the Museum.Expenses $167,806 · revenue $35,770
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 95-1880698
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B51Z)
- Assets (IRS master file)
- $27,807,385
- Income (IRS master file)
- $14,213,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $14,004,387 | $2,982,530 | $27,807,385 | XML |
| 990 | February 2024 | $1,432,643 | $1,926,170 | $16,867,397 | XML |
| 990 | February 2023 | $2,387,740 | $1,886,135 | $17,558,994 | XML |
| 990 | February 2022 | $1,856,073 | $1,596,319 | $16,851,950 | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-1880698).
Questions about CATALINA ISLAND MUSEUM
- What is the EIN of CATALINA ISLAND MUSEUM?
- The employer identification number (EIN) of CATALINA ISLAND MUSEUM is 95-1880698.
- Is CATALINA ISLAND MUSEUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to CATALINA ISLAND MUSEUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATALINA ISLAND MUSEUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CATALINA ISLAND MUSEUM due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATALINA ISLAND MUSEUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of CATALINA ISLAND MUSEUM?
- The 990 for the year ended February 28, 2025 names Sheila Bergman.
- Who are the officers and directors of CATALINA ISLAND MUSEUM?
- The 990 for the year ended February 28, 2025 lists 21 people; 1 received compensation from the organization, the highest $171,500 (Sheila Bergman, Executive Dir.).
- How much revenue does CATALINA ISLAND MUSEUM have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $14,004,387, expenses of $2,982,530 and total assets of $27,807,385 at year end.
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