2026-05-07T10:59:49-05:00 2023-12-31 651164012 PROSPERITY PARTNERS 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2023-01-01 951643378 SANTA BARBARA MUSEUM OF NATURAL HISTORY SANT 8056824711 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 BRIAN STORR CFO 8056824711 2026-04-29 1 1 CHRISLEY REED CPA P00025230 8059629175 2026-04-29 2023 2025-03-06 01:10:19Z X BRIAN STORR 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 36572545 0 X SBNATURE.ORG X 1916 CA THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD. 22 22 184 577 0 0 4045407 6438191 1970372 2593981 2719125 965119 216406 -476633 8951310 9520658 15104 0 0 0 5707385 6155389 0 0 1021145 4411221 4885774 10133710 11041163 -1182400 -1520505 88940025 94420904 3993365 4132330 84946660 90288574 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 2723389 106175 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 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.LIBRARY:THIS WAS A YEAR OF CHANGE FOR THE LIBRARY. IT BEGAN WITH STAFF PREPARING FOR A BOOK SALE, SPACE PLANNING FOR A MOVE, AND WEEDING PERIODICALS IN PREPARATION FOR LIBRARY CONSTRUCTION. THE LIBRARY BUILDING WAS TO GAIN A NEW ROOF, REINFORCEMENT OF THE CEILING TRUSSES, HEATING AND AIR CONDITIONING IN THE MAIN READING ROOM, LIBRARIAN'S AND ARCHIVES & MANUSCRIPTS OFFICES, UPDATED STAIR TREADS, AND NEW FLOORING IN THE BASEMENT. BY THE SECOND WEEK OF APRIL, LIBRARY STAFF HAD VACATED THE LIBRARY BUILDING AND SET UP NEW WORK AREAS ON THE SECOND FLOOR OF THE INVERTEBRATE ZOOLOGY LAB. THIS BECAME THEIR PRIMARY WORK SPACE FOR THE REST OF 2023. THE LIBRARY STAFF CONTINUED ITS WORK ON COLLECTION PROCESSING, LIMITED REFERENCE ASSISTANCE AND MUSEUM-WIDE SUPPORT. ATTENDING TO A BACKLOG OF UNCATALOGUED BOOKS, DIGITIZING RESEARCH NOTES, HOSTING LOCAL HIGH STUDENTS FOR A RESEARCH PROJECT, RESTORATION OF ANTIQUE COURTYARD TILES AS WELL AS PROCESSING GIFTS OF NATURE PRINTS FROM VARIOUS ESTATES WERE SOME OF THE PROJECTS ENGAGING THE LIBRARY STAFF. 2866606 2168114 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 2023 WAS 108,000. IN ADDITION, 8506 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS, 20 CAME FOR COMMUNITY USES AND 28 CAME SPECIFICALLY FOR RESEARCH, FOR A TOTAL ATTENDANCE AT THE MISSION CANYON CAMPUS OF 116554. (NOT COUNTING THE NATURE ADVENTURES CAMPERS - SEE BELOW)GATE ATTENDANCE AT THE SEA CENTER IN 2023 WAS OVER 113,000. IN ADDITION, OVER 2000 CHILDREN AND ADULTS ATTENDED EDUCATIONAL PROGRAMS AND OVER 1400 ATTENDED COMMUNITY EVENTS (FESTIVALS AND BEACH CLEAN UP) FOR A TOTAL ATTANCE AT THE SEA CENTER OF 116,400+.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 ANTIQUEPRINTS 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 2023.DRAWN BY A LADY PROVIDED A FASCINATING LOOK AT GENDER ISSUES IN THE HISTORY OF SCIENCE. THE SPRING EXHIBIT SHED LIGHT ON THE LIVES OF EIGHT WOMEN AUTHORS AND ILLUSTRATORS WHOSE CONTRIBUTIONS TO BOTANICAL SCIENCE WERE DIMINISHED BY THE PREVAILING CULTURE IN THE 18TH AND 19TH CENTURIES. THESE WOMEN DEFIED CONVENTION IN AN ERA WHEN IT WAS SOCIALLY UNACCEPTABLE FOR THEM TO EARN A LIVING. DENIED ACCESS TO FORMAL EDUCATION, THEY USED THEIR SKILLS IN DRAWING AND PAINTING TO MAKE MEANINGFUL CONTRIBUTIONS TO THE EMERGING FIELD OF BOTANY. THEY WROTE AND ILLUSTRATED BOOKS, SOMETIMES PUBLISHED ANONYMOUSLY, USING THEIR HUSBAND'S NAME, OR CREDITED SIMPLY" BY A LADY."VOYAGES OF DISCOVERY, A NATURAL HISTORY EXPLORATION OPENED IN THE MAXIMUS GALLERY ON OCTOBER 13 AND CONTINUES UNTIL MARCH 10, 2024. THE IMAGES ON DISPLAY IN THIS EXHIBIT ARE A VISUAL RECORD OF FASCINATING DISCOVERIES MADE DURING NATURAL SCIENCE EXPLORATION. RECENTLY ADDED TO THE MAXIMUS ART COLLECTION, THEY WERE PUBLISHED IN REPORTS OF 18TH- AND 19TH-CENTURY SAILING VOYAGES. MANY HAVE BEEN PRESERVED FOR OVER 300 YEARS-A REFLECTION OF HOW MUSEUMS AND LIBRARIES HAVE LONG VALUED THESE METICULOUS OBSERVATIONS.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 114 VOLUNTEERS WHO DONATED OVER 10,000 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 2023, THE SEA CENTER RELEASED TWO JUVENILE COHORTS INTO THE WILD.WET DECK REFRESH:THE SEA CENTER COMPLETED THE REFRESH OF THE WET DECK IN NOVEMBER. THE POPULAR EXHIBIT AREA WAS THE LAST SPACE TO BE REFRESHED. THE SPACE WAS PAINTED, NEW MOON POOL WALLS AND GRAPHICS WERE INSTALLED WITH A VIEW PORT FOR LITTLE ONES. NEW CABINETRY AND A DEDICATED QUARANTINE AREA WERE INTRODUCED. THE SPACE RETAINS ITS ESSENCE BUT IS MUCH MORE INVITING TO VISITORS. 1456444 319692 C. 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 16 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 2,452 VOLUNTEER HOURS DURING THE YEAR: 481 IN SPRING, 1,531 OVER SUMMER, AND 440 DURING FALL.TEEN PROGRAMS - COUNSELORS-IN-TRAININGIN 2023, TEEN PROGRAMS SERVED 62 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 2580 HOURS OF SERVICE.NATURE ADVENTURES - AFTER SCHOOL CLASSES AND CAMPSTHE MUSEUM OFFERED IN PERSON CAMPS AND CLASSES IN 2023 AND UNDERWENT PERSONNEL CHANGES THROUGHOUT THE YEAR. CLASS THEMES FOR THE WINTER AND SPRING SESSIONS INCLUDED WINTER SCIENCE AND ART AND CORALS AND CORAL HABITATS, RESPECTIVELY. THE CLASSES ENROLLED 47 PARTICIPANTS IN THE WINTER SESSION AND 34 IN THE SPRING SESSION. CAMP THEMES FOR THE SPRING SESSION INCLUDED KITCHEN LAB, GROSS SCIENCE, MYSTERY SOLVING AND KELP FOREST HABITAT STUDY FOR 60 CAMPERS, AGES 4-12 YEARS. SUMMER CAMP THEMES VARIED FROM ASTRONOMY TO WIZARDRY AND EVERYTHING NATURAL HISTORY; OFFERING 25 CAMPS FOR 644 ENROLLEES, AGES 4-14 OVER A TEN 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. AFTER MORE THAN A YEAR OF ADJUSTED PROGRAMMING DUE TO COVID WHERE WE WENT FULLY VIRTUAL FOR A FULL YEAR AND THEN HYBRID 2022-23, WE REESTABLISHED OUR FULL COMPLEMENT OF SCHOOL PROGRAMS SOLIDLY IN THE FALL OF 2023, BRINGING BACK ALL OF OUR ORIGINAL PROGRAMMING AND SUNSETTING THE VIRTUAL OFFERINGS. TOPICS INCLUDED GEODYSSEY, MEET THE TEETH, CONNECTING WITH THE CHUMASH AND DINOSAUR CSI. FOR THE 2022-2023 SCHOOL YEAR, 8506 STUDENTS WERE SERVED ACROSS THE TWO CAMPUS SITES. 7046439 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 55 0 1 184 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 TRUSTEE 6.00 X 0 0 0 TERRY VALESKI IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 BRAD WILLIS CHAIR 10.00 X X 0 0 0 DOUG DREIER VICE CHAIR GOVERNANCE 6.00 X 0 0 0 HANK MITCHEL SECRETARY 10.00 X X 0 0 0 MATT ADAMS TRUSTEE 10.00 X 0 0 0 SHARON BRADFORD TRUSTEE 6.00 X 0 0 0 SUE PARKER TRUSTEE 10.00 X 0 0 0 TORY MILAZZO VICE CHAIR FINANCE 10.00 X 0 0 0 MELISSA FASSETT TRUSTEE 4.00 X 0 0 0 LAVERTY CORINNE TRUSTEE 4.00 X 0 0 0 LOREN BOOTH TRUSTEE 4.00 X 0 0 0 JOHN L DEMOURKAS TRUSTEE 4.00 X 0 0 0 JULIE HEIDER-GRAY TRUSTEE 4.00 X 0 0 0 BARBARA HOLZMAN TRUSTEE 4.00 X 0 0 0 TIM KOCHIS TRUSTEE 4.00 X 0 0 0 KEITH REICHEL VICE CHAIR MASTER PLAN 4.00 X 0 0 0 SARAH SHESHUNOFF VICE CHAIR DEVELOPMENT 4.00 X 0 0 0 LOTUS VERMEER PHD TRUSTEE 4.00 X 0 0 0 HIROKO BENKO TRUSTEE 4.00 X 0 0 0 KENDRA EPLEY TRUSTEE 4.00 X 0 0 0 AMANDA LEE TRUSTEE 40.00 X 0 0 0 LUKE SWETLAND PRESIDENT & CEO 40.00 X 232870 0 74734 DIANE WONDOLOWSKI CHIEF FINANCIAL OFFICER 38.00 X 143391 0 14682 CAROLINE BAKER DIRECTOR OF DEVELOPMENT 40.00 X 155726 0 12878 AMY CARPENTER CHIEF OPERATING OFFICER 40.00 X 133241 0 41352 AMAL ZALATIMO BUSINESS DEVELOPMENT OFFIC 40.00 X 136334 0 9990 ANDREA MCFARLING PHILANTHROPY OFFICER 40.00 X 114240 0 7128 PHILLIP MORONES IS SENIOR MANAGER 40.00 X 104304 0 9249 1020106 0 170013 7 0 1 0 SCHIPPER CONSTRUCTION 610 EAST COTA STREET SANTA BARBARA CA 93103 CONSTRUCTION 1355719 EVANS & SUTHERLAND COMPUTER CORP 770 KOMAS DRIVE SALT LAKE CITY UT 84108 IT 447853 MITHUN INC 1201 ALASKAN WAY SUITE 200 SEATTLE WA 98101 ARCHITECTURE 189341 3 739796 637962 244290 4816143 119591 6438191 ADMISSION FEES 900099 1773549 1773549 MISC PROGRAM REVENUE 900099 415483 415483 EDUCATION PROGRAM FEES 900099 282445 282445 CONTRACT FEES 541700 122504 122504 2593981 893966 893966 231788 85851 145937 145937 145937 25593807 25478101 44553 115706 -44553 71153 71153 94354 637962 935702 -841348 -841348 726458 507680 218778 218778 9520658 2593981 0 488486 465677 188151 214424 63102 4848690 3258700 972844 617146 112933 67752 26693 18488 344140 267489 47608 29043 383949 227188 91222 65539 205228 205228 756980 445057 256243 55680 138845 101366 10160 27319 307954 165819 87760 54375 379007 322810 36627 19570 76991 48841 16536 11614 1493848 672999 814302 6547 596069 486813 87455 21801 EQUIPMENT 334831 327133 7698 SUPPLIES 318559 258552 47813 12194 REPAIRS AND MAINTENANCE 142180 106522 30619 5039 RENTALS 96382 62347 28045 5990 38900 38900 11041163 7046439 2973579 1021145 1059695 531839 2210790 526342 5860 104092 123151 472918 636769 41012688 16840332 23501868 24172356 39854487 46128975 11164417 10444452 10571758 11851160 88940025 94420904 575827 693965 150404 130398 2980990 2962200 286144 345767 3993365 4132330 X 57484099 59039347 27462561 31249227 84946660 90288574 88940025 94420904 X -1520505 5615810 46806 1199803 X X 0 1 X 1 0 X 5157706 4541477 10720809 4045407 6438191 30903590 5157706 4541477 10720809 4045407 6438191 30903590 2564317 28339273 1027417 995180 1489228 1362261 1125754 5999840 36903430 10213168 0.76790 0.76800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 1 47908342 501353 6925216 2406221 52928690 57884237 205090 -7897712 2283273 47908342 53550800 634931 5848183 2149677 57884237 48704765 502885 6565617 2222467 53550800 42392508 145500 8218816 2052059 48704765 0.49050 0.32800 0.18150 1 0 314388 314388 37232149 15485552 21746597 3257317 1354780 1902537 208834 208834 24172356 NONMARKETABLE AND OTHER INVESTMENTS 10444452 F 10444452 ASSETS HELD UNDER CHARITABLE AGREEMENTS 11851160 11851160 CHARITABLE GIFT ANNUITIES 133543 AGENCY FUNDS 67282 ECONOMIC DISASTER LOAN 144942 345767 X 16131043 5615810 1199803 6815613 9315430 205228 205228 9520658 10835935 0 10835935 205228 205228 11041163 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, 2023, 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 1,199,803. GALA 496136 496136 32717 52602 389001 ARTISTS TABLE 133305 69591 63714 11130 29255 157515 2 102875 72235 30640 23743 29304 210435 732316 637962 94354 67590 111161 756951 935702 -841348 1 1.00000 AMAL ZALATIMO 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 LUKE SWETLAND PRESIDENT & CEO 232870 0 0 0 0 0 7157 0 67577 0 307604 0 0 0 AMY CARPENTER CHIEF OPERATING OFFICER 133241 0 0 0 0 0 4236 0 37116 0 174593 0 0 0 CAROLINE BAKER DIRECTOR OF DEVELOPMENT 155726 0 0 0 0 0 4525 0 8353 0 168604 0 0 0 DIANE WONDOLOWSKI CHIEF FINANCIAL OFFICER 143391 0 0 0 0 0 4313 0 10369 0 158073 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 405 X 5 119591 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, PAGE 1, SECTION F AND SIGNATURE BLOCK THE 2023 FORM 990 HAS BEEN AMENDED TO CORRECT PRINCIPAL OFFICER IN BOX F AND SIGNATURE OF OFFICER, TO BRIAN STORR, CFO. NO OTHER CHANGES HAVE BEEN MADE TO THE ORIGINAL FORM 990 FILING. 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 XI, LINE 9: CHANGE IN VALUE OF CHARITABLE TRUSTS 1,199,803. 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.