2025-11-14T14:34:07-06:00 2024-12-31 651164012 PROSPERITY PARTNERS 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2024-01-01 951643378 SANTA BARBARA MUSEUM OF NATURAL HISTORY SANT 8056824711 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 BRIAN STORR CFO 8056824711 2025-11-14 1 1 CHRISLEY REED CPA P00025230 8059629175 2025-11-14 2024 2025-03-06 01:10:19Z LUKE SWETLAND 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 34846159 0 X SBNATURE.ORG X 1916 CA THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. 22 22 178 570 0 0 6438191 4886822 2593981 2294764 965119 2895075 -476633 402482 9520658 10479143 0 0 0 0 6155389 6244021 0 0 1368440 4885774 5699952 11041163 11943973 -1520505 -1464830 94420904 96679894 4132330 4584238 90288574 92095656 X 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. 0 0 1584537 251873 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 3.5 MILLION ITEMS, AS WELL AS MAKING RESOURCES ACCESSIBLE TO RESEACHERS, EITHER DURING ACTUAL VISITS OR THROUGH WEB-BASED SERVICES. EXPENSES INCLUDE STAFF SALARIES, COLLECTION ACQUISITION, CONSERVATION, BIODIVERSITY AND ARCHEOLOGICAL RESEARCH, PRODUCTION OF PUBLICATIONS, ECOLOGICAL FIELD SURVEYS, PUBLIC EXHIBIT DEVELOPMENT AND COMMUNITY OUTREACH.LIBRARY:2024 WAS A YEAR OF BIG THINGS FOR THE MUSEUM'S LIBRARY. FOLLOWING A YEAR OF CLOSURE, CONSTRUCTION, AND STAFF DISPLACEMENT, THIS YEAR WAS ABOUT ORGANIZATION, MOVE-IN, AND REFRESH. THE LIBRARY'S HISTORIC READING ROOM WAS USED FOR IMPROVISED STORAGE THROUGHOUT THE CONSTRUCTION PROCESS. AT THE FIRST OF THE YEAR, STAFF RETURNED TO NEW HEATING AND COOLING IN THE LIBRARY'S MAIN ROOM, UPDATED STAIRWAY TREADING, NEW ROOFING, REINFORCED BEAMS AND TRUSSES, AND TWO BASEMENT LEVEL ROOMS APPOINTED WITH SECURITY DOORS, CLIMATE SYSTEMS, AND SHELVING APPROPRIATE FOR THE HOUSING OF THE MUSEUM'S VALUABLE ARCHIVE COLLECTIONS. BY THE SECOND QUARTER OF THE YEAR THE LIBRARY STAFF AND VOLUNTEERS WERE FULLY ENGAGED IN UNBOXING AND SHELFING. THE FOCUS FOR LIBRARY STAFF, VOLUNTEERS, AND TEEN PROGRAM INTERNS SHIFTED TO MOVING ARCHIVE COLLECTIONS INTO THE NEWLY PREPARED ARCHIVE I AND ARCHIVE II BASEMENT LEVEL ROOMS. JUST BEFORE HALLOWEEN, LIBRARY STAFF MOVED THE LAST BOXES AND BOOK LADEN ROLLING CARTS OUT OF THE READING ROOM. ON NOVEMBER 1ST THE LIBRARY FINALLY UNLOCKED ITS DOORS AND INVITED THE PUBLIC TO COME IN. AND WHAT DO RESEARCHERS AND BROWSERS VISITING THE LIBRARY THINK? THE ANSWER IS IN THE DATA. IN JUST THE MONTHS OF NOVEMBER AND DECEMBER, WITH LIMITED HOURS (MONDAY-SATURDAY, 1:004:00 PM) THE LIBRARY WELCOMED 1,025 GUESTS. 2305424 1875454 EXHIBITS & VISITOR SERVICES:B. EXHIBITS AND VISITOR SERVICES:THE MUSEUM HAS TWO SITES: ITS MISSION CANYON CAMPUS AND THE SEA CENTER LOCATED ON STEARNS WHARF.GATE ATTENDANCE AT THE MISSION CANYON CAMPUS IN 2024 WAS 109,666. IN ADDITION, 6829 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS, 1659 CAME FOR COMMUNITY USES AND 271 CAME SPECIFICALLY FOR RESEARCH, FOR A TOTAL ATTENDANCE AT THE MISSION CANYON CAMPUS OF 118,425+. (NOT COUNTING THE NATURE ADVENTURES CAMPERS SEE BELOW)GATE ATTENDANCE AT THE SEA CENTER IN 2024 WAS OVER 104,000. IN ADDITION, OVER 1500 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS AND OVER 3600 ATTENDED COMMUNITY EVENTS (FESTIVALS AND BEACH CLEAN UP) FOR A TOTAL ATTENDANCE AT THE SEA CENTER OF 109,100.BUTTERFLIES ALIVE!:THE MUSEUM OPENED ITS OUTDOOR BUTTERFLY PAVILION IN A WAY THAT ALLOWS GUESTS TO EXPERIENCE AN UP-CLOSE INTERACTION. GUESTS ARE ABLE TO MOVE THROUGH A BEATUTIFUL GARDEN WHILE APPROXIMATELY 1000 LIVE BUTTERFLIES FLUTTER FREELY. THE EXHIBIT FEATURES DAZZLING VARIETIES OF BUTTERFLIES FROM COSTA RICA AND FLORIDA. VISITORS LEARN ABOUT THE LIFE CYCLE AND BEHAVIOR OF THESE SPECTACULAR INVERTEBRATES WHILE OBSERVING THEM UP CLOSE.0 TO 60: AN UNDERWATER ADVENTURE FROM THE EQUATOR TO ALASKA. A PHOTOGRAPHIC EXHIBIT BY RICHARD SALAS: AN EXHIBIT OF UNDERWATER PHOTOGRAPHY DOCUMENTING 4000 MILES OF UNDERWATER ADVENTURE. THE MUSEUM BACKYARD AND NATURE CLUB HOUSE:THE MUSEUM BACKYARD AND NATURE CLUBHOUSE IS AN ADA ACCESSIBLE PLAY AREA NESTLED IN THE OAK WOODLAND ALONG MISSION CREEK. GUESTS CAN RELAX, EXPLORE AND PLAY ALONG THE BACKYARD CREEK. ACTIVITIES (MYSTERY BOX, NATURE STORIES, AND ROCKS IN A BOX) SUPPORTED BY FRIENDLY NATURALISTS ENGAGE VISITORS IN NATURE PLAY. THE CLUBHOUSE IS STAFFED WITH NATURALISTS THAT ANSWER QUESTIONS, SHARE ACTIVITIES ABOUT THE NATURAL WORLD AND WHAT MAKES THE SANTA BARBARA REGION UNIQUE. THEY SUPPORT THE POPULAR NATURE EXCHANGE PROGRAM, CREEPY CRAWLY ENCOUNTERS, AND ALLOW FOR NATURAL CURIOSITY THROUGH TACTILE INTERACTIONS.MAXIMUS GALLERY:THE JOHN AND PEGGY MAXIMUS GALLERY, LOCATED AT THE MISSION CANYON CAMPUS, IS DEDICATED TO THE PRESERVATION AND DISPLAY OF ANTIQUE PRINTS AND PRESENTS TWO TO THREE ORIGINAL EXHIBITS A YEAR WHICH HIGHLIGHT THE HISTORY AND DEVELOPMENT OF THE SCIENCES.TWO ORIGINAL EXHIBITS WERE CREATED BY IN-HOUSE CURATOR AND STAFF EXHIBIT DESIGNER FOR THE MAXIMUS GALLERY IN 2024.SPLENDID PLUMAGE SHOWCASED THE FEATHERY ADAPTATIONS DISPLAYED BY BIRDS OF AUSTRALIA, NEW GUINEA, ASIA, EUROPE, AND CENTRAL AMERICA AS PICTURED IN THE WORKS OF 19TH-CENTURY BRITISH ORNITHOLOGIST AND PUBLISHER JOHN GOULD AND OTHERS. BIRDS OF PARADISE, HERONS, TOUCANS AND HUMMINGBIRDS ARE AMONG THE SPECIES THAT HAVE EVOLVED AN AMAZING DIVERSITY OF FORMS, COLORS AND FUNCTION. THE MOST DRAMATIC OUTCOME OF SEXUAL SELECTION IS THE MALE'S EXTRAVAGANT PLUMAGE, COMPLEX VOCAL ARRANGEMENTS AND THE SHAPE-SHIFTING DANCES OF THEIR MATING RITUALS. THEY CAME ALIVE IN A GALLERY VIDEO PUT TOGETHER BY STAFF EXHIBIT DESIGNER. MUSIC INTEGRATED WITH BIRD CALLS ACCOMPANIED THE EXHIBIT MAKING IT AN ALL-AROUND SENSORY EXPERIENCE. REMARKABLE ANIMAL PORTRAITS OF THE FELINE AND CANINE FAMILIES WERE ON VIEW WHEN BIG CATS AND WILD DOGS OPENED IN THE FALL. ORIGINAL HAND-COLORED LITHOGRAPHS BY 19TH-CENTURY ARTISTS AND NATURALISTS JOHN JAMES AUDUBON AND DANIEL GIRAUD ELLIOT. AUDUBON'S THE QUADRUPEDS OF NORTH AMERICA, PUBLISHED FROM 1845-1848 IS OF IMMENSE HISTORICAL SIGNIFICANCE AND ISSUED AT A TIME WHEN AMERICA'S MAMMALS WERE NOT WELL KNOWN OR STUDIED. THE BEAUTIFUL ILLUSTRATIONS AND THE HARDSHIPS AUDUBON ENDURED TO PUBLISH THEM ARE A TESTAMENT TO THE ARTIST AND HIS ENDURING LEGACY. A GALLERY GUIDE WAS CREATED TO PROVIDE MORE BACKGROUND ON AUDUBON'S "GRAND AND LAST JOURNEY" TO COLLECT MAMMALS IN THE FIELD.AT THE SEA CENTER:GUESTS TO THE SEA CENTER ARE ABLE TO LOOK AND LEARN MORE ABOUT SEA HORSES, CORAL REEF INHABITANTS, JELLIES, AND SIMILARLY ELEGANT ANIMALS. VISITORS GET THEIR HANDS WET AS THEY EXPLORE THE WONDERS AND BEAUTY OF LOCAL MARINE LIFE IN THE INTERTIDAL WONDERS TOUCH POOLS. TRAINED NATURALISTS GUIDE EXPLORERS IN THE DISCOVERY OF A VARIETY OF MARINE ANIMALS THAT CALL SANTA BARABARA COAST THEIR HOME. ALONG WITH THE NATURALISTS, THERE WERE 92 VOLUNTEERS WHO DONATED OVER 11,000 HOURS OF SERVICE TO INTERPRET THE INTERACTIVE STATIONS FOR VISITORS.WHITE ABALONE CAPTIVE BREEDING PROGRAM:AS A PARTNER IN THE WHITE ABALONE CAPTIVE BREEDING PROGRAM AND A MEMBER OF THE WHITE ABALONE RECOVERY CONSORTIUM, THE SEA CENTER CONTIUES TO CARE FOR THE WHITE ABALONE AND PARTICIPATE IN COLLABORATIVE EFFORTS SUCH AS SPAWING ATTEMPTS AND JUVENILE RELEASES. IN 2024, THE SEA CENTER DID NOT RELEASE JUVENILE COHORTS INTO THE WILD, BUT WILL MAKE ATTEMPTS IN 2025. 1148056 167437 EDUCATION:THE MUSEUM'S EDUCATIONAL PROGRAMS PROMOTE SCIENTIFIC LITERACY AND INSTILL A PASSION FOR NATURE AND A COMMITMENT TO LEARNING. THESE RICH EDUCATIONAL EXPERIENCES ARE PROVIDED TO SCHOOL CHILDREN AND COMMUNITY MEMBERS.THE MUSEUM PARTICIPATES IN THE "NO CHILD LEFT INSIDE" MOVEMENT AND A REGIONAL LEADER OF THE NATIONAL CHILDREN AND NATURE NETWORK.TEEN PROGRAMS - QUASARS TO SEA STARS:THE MUSEUM RUNS A NATIONALLY RECOGNIZED PROGRAM, QUASARS TO SEA STARS, WHICH OFFER FOUR YEARS OF YEAR-ROUND EDUCATION AND WORK EXPERIENCES FOR 17 HIGH SCHOOL STUDENTS. THROUGH MENTORSHIP, RESEARCH OPPORTUNITIES, WORK SHIFTS AND VOLUNTEER ACTIVITIES, THE TEENS LEARN AND DEVELOP TIME MANAGEMENT, PUBLIC SPEAKING, PROJECT MANAGEMENT, AND SCIENTIFIC RESEARCH SKILLS. THROUGHOUT THE YEAR, TEENS ASSIST IN THE BUTTERFLY PAVILION, MUSEUM BACKYARD, SEA CENTER INTERPRETATIONS AND AQUARIUM DUTIES.DURING THE SUMMER, FRESHMEN QUASARS TOOK WEEKLY CLASSES OF MUSEUM 101, TAUGHT BY DEPARTMENT HEADS THROUGHOUT THE MUSEUM. THE FORMER USED THEIR GAINED KNOWLEDGE OF MUSEUM OPERATIONS AND HISTORY TO CONSTRUCT THEIR OWN HYPOTHETICAL MUSEUM. QUASARS LOGGED A TOTAL OF 2,276 VOLUNTEER HOURS DURING THE YEAR WHILE GAINING WORK EXPERIENCE.TEEN PROGRAMS COUNSELORS-IN-TRAININGIN 2024, TEEN PROGRAMS SERVED 27 TEENS IN THE COUSELORS-IN-TRAINING (CIT) PROGRAM WHERE PARTICIPANTS VOLUNTEER TO SERVE AS COUNSELORS FOR THE NATURE ADVENTURES SUMMER CAMPS. THIS YEAR, THE CITS LOGGED 1158 HOURS OF SERVICE.NATURE ADVENTURES AFTER SCHOOL CLASSES AND CAMPSTHE MUSEUM OFFERED IN PERSON CAMPS AND CLASSES IN 2024 AND UNDERWENT PERSONNEL CHANGES THROUGHOUT THE YEAR. THE NATURE THEMED CAMPS ENROLLED 45 PARTICIPANTS IN THE WINTER SESSION AND 27 IN THE INAUGURAL THANKSGIVING CAMPS. SUMMER CAMPS WERE OFFERED TO 336 CAMPERS, AGES 4-14 OVER A NINE WEEK PERIOD.SCHOOL AND TEACHER SERVICESTHE MUSEUM'S SCHOOL AND TEACHER SERVICES (STS) PROGRAM PROVIDES GRADE SPECIFIC, STANDARDS ALIGNED FIELD TRIPS FOR VISITING SCHOOL GROUPS AT TWO SITES (MISSION CANYON CAMPUS AND SEA CENTER). MANY OF THE FIELD TRIP VISITS ARE FACILITATED BY MEMBERS OF THE MUSEUM EDUCATOR PROGRAM WHO GUIDE STUDENTS THROUGH THE SUBJECT MATTER. THE MUSEUM EDUCATOR PROGRAM PROVIDES MATERIALS, INFORMATION AND TEACHING TECHNIQUES TO THESE DOCENTS WHO ENGAGE KIDS IN FUN LEARNING EXPERIENCES. TOPICS INCLUDED GEODYSSEY, MEET THE TEETH, CONNECTING WITH THE CHUMASH AND DINOSAUR CSI. FOR THE 2023-2024 SCHOOL YEAR, 5462 STUDENTS WERE SERVED ON THE MISSION CANYON CAMPUS, WHILST OVER 1,200 STUDENTS, CAME TO THE SEA CENTER AND OVER HALF OF THEM WERE FROM SCHOOLS THAT UTILIZED THE MUSEUM ACCESS FUND. 5038017 1 1 0 0 0 0 0 1 0 1 1 1 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 1 0 0 0 0 0 0 0 1 39 0 1 178 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8056824711 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 BOBBIE KINNEAR VICE CHAIR GOVERNANCE 10.00 X X 0 0 0 BRAD WILLIS IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 HANK MITCHEL SECRETARY 10.00 X X 0 0 0 SHARON BRADFORD TRUSTEE 2.00 X 0 0 0 SUE PARKER TRUSTEE 2.00 X 0 0 0 TORY MILAZZO BOARD CHAIR 10.00 X 0 0 0 MELISSA FASSETT CHAIR AUDIT 6.00 X 0 0 0 CORINNE LAVERTY VICE CHAIR FINANCE 10.00 X 0 0 0 LOREN BOOTH TRUSTEE 4.00 X 0 0 0 JOHN L DEMOURKAS TRUSTEE 10.00 X 0 0 0 JULIE HEIDER-GRAY TRUSTEE 6.00 X 0 0 0 BARBARA HOLZMAN TRUSTEE 8.00 X 0 0 0 TIM KOCHIS TRUSTEE 8.00 X 0 0 0 KEITH REICHEL VICE CHAIR MASTER PLAN 10.00 X 0 0 0 SARAH SHESHUNOFF VICE CHAIR DEVELOPMENT 8.00 X 0 0 0 LOTUS VERMEER PHD TRUSTEE 6.00 X 0 0 0 HIROKO BENKO TRUSTEE 10.00 X 0 0 0 KENDRA EPLEY TRUSTEE 8.00 X 0 0 0 AMANDA LEE TRUSTEE 8.00 X 0 0 0 LUCY FIRESTONE TRUSTEE 4.00 X 0 0 0 GREG FUSS TRUSTEE 4.00 X 0 0 0 GREG GILOTH TRUSTEE 4.00 X 0 0 0 KATHLEEN KALP TRUSTEE 2.00 X 0 0 0 LUKE SWETLAND PRESIDENT & CEO 40.00 X 239907 0 20080 DIANE WONDOLOWSKI CHIEF FINANCIAL OFFICER 38.00 X 55765 0 5135 BRIAN STORR CHIEF FINANCIAL OFFICER 40.00 X 91760 0 5402 CAROLINE BAKER DIRECTOR OF DEVELOPMENT 40.00 X 165905 0 13291 AMY CARPENTER CHIEF OPERATING OFFICER 40.00 X 141180 0 13092 AMAL MASRI BUSINESS DEVELOP OFFICER 40.00 X 145792 0 10248 ANDREA MCFARLING DIRECTOR GUEST EXPERIENCE 40.00 X 122986 0 9757 PHILLIP MORONES DIRECTOR FACILITIES 40.00 X 111847 0 9379 1075142 0 86384 6 0 1 0 GRAPHICINK 132 ROBIN HILL RD UNIT B GOLETA CA 93117 MARKETING 117835 1 712964 227417 250758 3695683 58477 4886822 ADMISSION FEES 900099 1770725 1770725 MISC PROGRAM REVENUE 900099 251873 251873 EDUCATION PROGRAM FEES 900099 167437 167437 CONTRACT FEES 541700 104729 104729 2294764 1150431 1150431 253566 102156 151410 151410 151410 25118822 23366217 7961 1752605 -7961 1744644 1744644 487508 227417 391854 95654 95654 654246 498828 155418 155418 10479143 2294764 0 3297557 X 418049 161960 202511 53578 4841676 2620976 1423017 797683 107876 59265 31774 16837 490549 270670 142012 77867 385871 209062 123748 53061 209632 209632 1717123 373644 1339007 4472 143677 1689 548 141440 238055 95371 125678 17006 427817 123459 301663 2695 138527 41963 79885 16679 1483366 428099 959700 95567 458950 244387 214563 SUPPLIES 356473 242485 89385 24603 EQUIPMENT 202668 57240 145070 358 RENTALS 162011 33755 61662 66594 REPAIRS AND MAINTENANCE 113520 25859 87661 48133 48133 11943973 5038017 5537516 1368440 531839 523353 526342 215500 5860 123151 123861 636769 356256 43061778 18322501 24172356 24739277 46128975 46825388 10444452 10685406 11851160 13210853 94420904 96679894 693965 1085118 130398 92327 2962200 2945681 345767 461112 4132330 4584238 X 59039347 58378491 31249227 33717165 90288574 92095656 94420904 96679894 X -1464830 2032015 1239897 X X 0 1 X 1 0 X 4541477 10720809 4045407 6438191 4886822 30632706 4541477 10720809 4045407 6438191 4886822 30632706 3230984 27401722 995180 1489228 1362261 1125754 2895075 7867498 38500204 10390210 0.71170 0.76790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 52928690 500000 5490803 2377336 56542157 47908342 501353 6925216 2406221 52928690 57884237 205090 -7897712 2283273 47908342 53550800 634931 5848183 2149677 57884237 48704765 502885 6565617 2222467 53550800 0.48000 0.48000 0.04000 1 0 314388 314388 39152255 16781545 22370710 2963069 1270039 1693030 632066 270917 361149 24739277 NONMARKETABLE AND OTHER INVESTMENTS 10685406 F 10685406 ASSETS HELD UNDER CHARITABLE AGREEMENTS 13210853 13210853 CHARITABLE GIFT ANNUITIES 253339 AGENCY FUNDS 67282 ECONOMIC DISASTER LOAN 140491 461112 X 13541423 2032015 1239897 3271912 10269511 209632 209632 10479143 11734341 0 11734341 209632 209632 11943973 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 3.5 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 3.5 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, PUBLIC PROGRAMS, GEOLOGY, PALEONTOLOGY, INTERNSHIPS, THE MAXIMUS GALLERY FOR ANTIQUE NATURAL HISTORY PRINTS, INNOVATIVE EDUCATION, ENTOMOLOGY, THE LIBRARY AND THE SEA CENTER. PART X, LINE 2: 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 DECEMBER 31, 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 2021 AND 2020, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE TRUSTS 1,277,776. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -37,879. GALA 714925 227417 487508 391854 WINE FEST 2 714925 227417 487508 391854 391854 95654 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 LUKE SWETLAND PRESIDENT & CEO 239907 0 0 0 0 0 7564 0 12516 0 259987 0 0 0 CAROLINE BAKER DIRECTOR OF DEVELOPMENT 165905 0 0 0 0 0 4239 0 9052 0 179196 0 0 0 AMAL MASRI BUSINESS DEVELOP OFFICER 145792 0 0 0 0 0 4128 0 6120 0 156040 0 0 0 AMY CARPENTER CHIEF OPERATING OFFICER 141180 0 0 0 0 0 4442 0 8650 0 154272 0 0 0 PART I, LINE 1A AS A PART OF THE EMPLOYMENT CONTRACT WITH THE CEO, THE MUSEUM PROVIDES HOUSING ON MUSEUM PROPERTY. THIS PROVIDES AN ADDITIONAL LAYER OF SECURITY FOR THE MUSEUM. THE CEO IS ON CALL FOR MUSEUM EMERGENCIES AS WELL AS OCCASSIONALLY USES THE RESIDENCE FOR MUSEUM FUNCTIONS. AS PART OF THE EMPLOYMENT CONTRACT WITH THE COO, THE MUSEUM PROVIDES DISCOUNTED HOUSING ON MUSEUM PROPERTY. THIS PROVIDES AN ADDITIONAL LAYER OF SECURITY FOR THE MUSEUM. THE COO IS ON CALL FOR MUSEUM EMERGENCIES AND RESPONDING TO AFTER-HOUR CALLS FROM THE ALARM COMPANY. PART I, LINE 7 TOTAL COMPENSATION INCLUDES A DISCRETIONARY BONUS DETERMINED BY THE CEO FOR STRONG PERFORMANCE. X 5 58477 FMV 0 1 0 PART I, LINE 33: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MUSEUMS, COLLECTION OBJECTS DONATED ARE NOT INCLUDED IN REVENUE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE FORM 990 WAS SENT TO ALL FINANCE COMMITTEE AND BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C SIGNED STATEMENTS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED FROM BOARD MEMBERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 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 C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G ADMINISTRATIVE AND OPERATIONAL SERVICES: PROGRAM SERVICE EXPENSES 373,644. MANAGEMENT AND GENERAL EXPENSES 1,339,007. FUNDRAISING EXPENSES 4,472. TOTAL EXPENSES 1,717,123. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUSTS 1,277,776. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -37,879. FORM 990, PART XI, LINE 2C 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. PART VI, GOVERNANCE, MANAGEMENT, AND DISCLOSURE 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.