2026-01-15T14:52:44-06:00 2025-02-28 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2024-03-01 951880698 Catalina Island Museum CATA 3105104650 PO Box 366 Avalon CA 90704 Sheila Bergman Executive Director 3105104650 2026-01-15 1 1 Oswaldo D Torres CPA P02465082 6264036801 2024 2025-03-06 01:10:19Z Catalina Museum for Art & History Sheila Bergman PO Box 366 Avalon CA 90704 14213524 0 X www.catalinamuseum.org X 1953 CA To collect, preserve and promote the culture and history of Santa Catalina Island and to bring unique exhibitions to Catalina. 19 19 24 35 0 0 902722 13440931 268180 292907 160007 161969 101734 108580 1432643 14004387 0 0 0 0 870421 829078 0 53500 367275 1055749 2099952 1926170 2982530 -493527 11021857 16867397 27807385 311804 149470 16555593 27657915 X To collect, preserve and promote the culture and history of Santa Catalina Island and to bring unique exhibitions to Catalina. 0 0 1582169 255334 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. 647251 37573 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. 167806 35770 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. 2397226 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 24 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X Catalina Island Museum 3105104650 PO Box 366 Avalon CA 90704 Ron Bevins Immediate Past Chair 10.00 X X 0 0 0 Terry Brown President 10.00 X X 0 0 0 Steve Mandel MD Treasurer 3.00 X X 0 0 0 Ritch Haynes Secretary 3.00 X X 0 0 0 Joyce Brown Trustee 2.00 X 0 0 0 Jim Brown Executive Committee 3.00 X 0 0 0 Gerald Bloeser Trustee 2.00 X 0 0 0 Amanda Bombard Trustee 2.00 X 0 0 0 Barbara Brisacher Trustee (start 4/24) 2.00 X 0 0 0 Brittani Brisacher Trustee 2.00 X 0 0 0 J Paul DeMyer Trustee 2.00 X 0 0 0 Tim Foley Trustee 2.00 X 0 0 0 Elias Garcia Trustee (end 2/25) 2.00 X 0 0 0 John Hinchliffe Trustee (start 8/24) 2.00 X 0 0 0 Anne Johnson Trustee 2.00 X 0 0 0 Gary Johnson Trustee 2.00 X 0 0 0 Kathy Haynes Trustee 2.00 X 0 0 0 Christy Lins Trustee 2.00 X 0 0 0 Stephen Weber Trustee (start 6/24) 2.00 X 0 0 0 Dr Donald Wise Trustee 2.00 X 0 0 0 Sheila Bergman Executive Dir. 40.00 X 171500 0 0 171500 0 0 1 0 1 0 AJ Paddleford 13255 South Street Cerritos CA 90703 General Contractor 1792439 1 44050 5910 135073 13255898 10672113 13440931 Admissions 900099 255334 255334 Education programs 900099 37573 37573 292907 146379 146379 396 396 123834 51420 72414 72414 72414 15590 0 15590 15590 15590 5410 5910 5410 0 188077 152307 35770 35770 14004387 328677 0 234779 171500 137200 8575 25725 569394 455515 28470 85409 20484 16388 1024 3072 3864 3091 193 580 63836 51069 3192 9575 10234 10234 30296 30296 53500 53500 17883 894 16989 217276 103642 34749 78885 30365 30365 87061 31306 24522 31233 57817 54580 1682 1555 34272 21591 6169 6512 21 19 1 1 315956 284360 15798 15798 86688 76776 4334 5578 In-kind art 623700 623700 Maintenance and repairs 390568 371238 16112 3218 Event costs 77492 60518 9120 7854 Tax and license 35199 22103 8075 5021 85124 53765 14589 16770 2982530 2397226 218029 367275 1235197 1704557 254661 719485 12685 11849 5202 370 131391 165012 661 201 24938558 2455820 13188327 22482738 1794373 2477823 244900 245350 16867397 27807385 311804 149470 311804 149470 X 16440849 25889901 114744 1768014 16555593 27657915 16867397 27807385 11021857 80465 0 X 0 1 X 1 0 X 1112266 1217634 2152301 885326 1202688 6570215 1112266 1217634 2152301 885326 1202688 6570215 698913 5871302 63570 99306 151043 150242 270609 734770 10725 85 9064 19874 7324859 1549116 0.80160 0.78480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 240500 X X X X 1 2792332 180943 348095 2625180 3127533 162500 258029 755730 2792332 3556721 1330600 35605 1795393 3127533 3666722 100094 68900 278995 3556721 100000 3566722 2031 2031 3666722 0.99000 0.01000 0 0 3618293 3618293 20462404 2260836 18201568 270482 173158 97324 587379 21826 565553 22482738 X 14307371 80465 13382 209137 302984 14004387 0 14004387 3052742 13382 56830 70212 2982530 0 2982530 Part III, Line 1a: The collections are comprised of artifacts of historical significance that are held for educational, research, and curatorial purposes. Each of the items is cataloged, preserved, cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from any sale to be used to acquire other items for collections. Part III, Line 4: The Museum's collection is comprised of historical and cultural items from and about Santa Catalina Island, supporting its statement of purpose by fostering awareness and appreciation of our Island's heritage through their use in research, exhibitions and educational programs. Over the years, the museum has built collections, almost exclusively through donation, which can be divided into these areas of history, archaeology and natural history. The collections, totaling approximately 165,000 items fall into the following categories - archaeology, photographs, ephemera, newspapers, archives, postcards, three-dimensional historical collections, natural history, library, oral history, audio/visual, and art. Part V, Line 4: The Museum's endowment consists of donor-restricted funds classified as permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor-restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by the Museum. During the 2020-21 fiscal year, the Board of Trustees agreed on a resolution to designate $3,566,722 of the Museum's assets without donor restrictions to function as a quasi-endowment. The board designated $3,216,022 as a quasi-endowment, and $350,700 to capital improvements. As of February 28, 2025, the board designated quasi-endowment balance is $2,600,180. Part X, Line 2: The Museum is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. The Museum is the sole member of Sunnyslope Property Management Company, LLC, a single-member limited liability company formed in California. For federal and state income tax purposes, Sunnyslope Property Management Company, LLC is treated as a disregarded entity, and therefore its activities are reported as part of the Museum. Sunnyslope Property Management Company, LLC was organized exclusively for charitable purposes and to further the Museum's mission. Sunnyslope Property Management Company, LLC commenced operations within the final two months of the fiscal year, during which time applicable taxable activities, if any, were limited in duration and not regularly carried on. Accordingly, no provision for unrelated business income tax has been recorded for the year ended. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Museum in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Museum's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Anciliary - cost of goods sold 152,307. Rent expense 51,420. Event expenses 5,410. Part XII, Line 2d - Other Adjustments: Rent expense 51,420. Event expenses 5,410. X X 1 Turtle Type Inc 521 Village Commons Blvd Camarillo CA 93012 Grant writing 0 53500 0 388233 53500 388233 CA X 1 0 X X X 0 0 0 0 0 0 0 0 0 Sheila Bergman Executive Dir. 153500 0 0 0 18000 0 0 0 0 0 171500 0 0 0 Part I, Line 1a The Executive Director is provided a personal residence throughout the year. The value of this benefit is recognized as a taxable fringe benefit and is reflected within the Executive Director's 2024 W-2. X 1 623700 Appraised value X 1 23000 FMV X 1 20413 FMV X 1 2400000 Appraised value X 1 7300000 Appraised value X 1 305000 Appraised value 0 1 0 Part I, Column (b): The number of items reported is determined by the number of individual donors. Schedule M, Part I, line 31: The Museum has a Collections Committee that reviews donations of Art and Artifacts. Determination of acceptance is based on relevance to mission, condition of items, and resources available to properly care for and house donated items. Form 990, Part VI, Section A, line 2 Jim Brown and Joyce Brown, Trustees, are husband and wife. Ritch Haynes and Kathy Haynes, Trustees, are husband and wife. Brittani Brisacher and Barbara Brisacher are mother and daughter. Form 990, Part VI, Section B, line 11b The draft of the Form 990 is made available to the entire board in hard copy or electronic form. The Executive Committee, Audit Chair, Finance Chair and Executive Director will review the draft and approve for filing prior to the due date. Form 990, Part VI, Section B, line 12c The Executive Committee reviews new conflict of interest forms completed by Board members to disclose any conflicts on an annual basis. Board members with a conflict of interest are not allowed to vote on any resolution related to the conflict. Form 990, Part VI, Section B, line 15a The Executive Committee is charged with annual performance and salary review. The committee makes a recommendation to the Board for final approval. Every 2-3 years the committee reviews salary reports for similar-sized organization in their regions to verify if the compensation is comparable to those organizations. The Compensation Committee exists as an ad hoc committee to review the salary of the Executive Director and reports to the Executive Committee. Part VI, line 15(b) was answered no as there were no other officers or key employees as defined in Form 990 instructions who received compensation during the year. Form 990, Part VI, Section C, line 19 Documents are available to the public upon request. Sunnyslope Property Management Company LLC 217 Metropole Avenue Avalon CA 90704 Real Estate CA 41655 7526708 Catalina Island Museum