Civic Intelligence

Santa Barbara Maritime Museum

EIN 77-0392953 • 501(c)3 • Santa Barbara, CA

Profile

To preserve and celebrate the maritime heritage of the California coast and present it to the public in an interesting and exciting way.

113 Harbor Way 190Santa Barbara, CA 93109

sbmm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

54th percentile

0.18x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$166,512

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

62%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$4,808,811

Down $182,487 (-3.7%) from 2023

Liabilities

Up

$624,786

Up $96,319 (+18%) from 2023

Net Assets

Down

$4,184,025

Down $278,806 (-6.2%) from 2023

Revenue

Down

$1,836,048

Down $574,668 (-24%) from 2023

Expenses

Up

$2,217,023

Up $221,739 (+11%) from 2023

Net Income

Down

-$380,975

Down $796,407 (-192%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $4,122,871Liabilities 2010: $283,855Net Assets 2010: $3,839,0162010Assets 2011: $3,756,966Liabilities 2011: $222,278Net Assets 2011: $3,534,6882011Assets 2012: $3,534,552Liabilities 2012: $163,681Net Assets 2012: $3,370,8712012Assets 2013: $3,788,811Liabilities 2013: $161,526Net Assets 2013: $3,627,2852013Assets 2014: $4,062,176Liabilities 2014: $36,747Net Assets 2014: $4,025,4292014Assets 2015: $4,132,348Liabilities 2015: $49,405Net Assets 2015: $4,082,9432015Assets 2016: $4,038,404Liabilities 2016: $63,458Net Assets 2016: $3,974,9462016Assets 2017: $4,037,498Liabilities 2017: $85,911Net Assets 2017: $3,951,5872017Assets 2018: $4,010,683Liabilities 2018: $98,848Net Assets 2018: $3,911,8352018Assets 2019: $4,026,814Liabilities 2019: $167,467Net Assets 2019: $3,859,3472019Assets 2020: $4,007,286Liabilities 2020: $105,923Net Assets 2020: $3,901,3632020Assets 2021: $3,955,126Liabilities 2021: $150,913Net Assets 2021: $3,804,2132021Assets 2022: $4,169,133Liabilities 2022: $182,474Net Assets 2022: $3,986,6592022Assets 2023: $4,991,298Liabilities 2023: $528,467Net Assets 2023: $4,462,8312023Assets 2024: $4,808,811Liabilities 2024: $624,786Net Assets 2024: $4,184,0252024

Highlighted filing

2024

Assets$4,808,811
Liabilities$624,786
Net Assets$4,184,025

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,164,6012010Expenses 2011: $1,078,0842011Revenue 2012: $823,164Expenses 2012: $986,973Net Income 2012: -$163,8092012Expenses 2013: $1,048,0462013Revenue 2014: $1,015,256Expenses 2014: $997,070Net Income 2014: $18,1862014Revenue 2015: $1,227,758Expenses 2015: $1,155,646Net Income 2015: $72,1122015Revenue 2016: $1,178,360Expenses 2016: $1,276,262Net Income 2016: -$97,9022016Revenue 2017: $1,230,370Expenses 2017: $1,290,196Net Income 2017: -$59,8262017Revenue 2018: $1,324,764Expenses 2018: $1,382,186Net Income 2018: -$57,4222018Revenue 2019: $1,418,266Expenses 2019: $1,447,088Net Income 2019: -$28,8222019Revenue 2020: $1,502,284Expenses 2020: $1,433,193Net Income 2020: $69,0912020Revenue 2021: $1,645,737Expenses 2021: $1,312,849Net Income 2021: $332,8882021Revenue 2022: $1,969,983Expenses 2022: $1,690,835Net Income 2022: $279,1482022Revenue 2023: $2,410,716Expenses 2023: $1,995,284Net Income 2023: $415,4322023Revenue 2024: $1,836,048Expenses 2024: $2,217,023Net Income 2024: -$380,9752024

Highlighted filing

2024

Revenue$1,836,048
Expenses$2,217,023
Net Income-$380,975

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.62$4.18$1.84$2.22$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.53$4.46$2.41$2.00$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.18$3.99$1.97$1.69$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.15$3.80$1.65$1.31$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.11$3.90$1.50$1.43$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.17$3.86$1.42$1.45$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.10$3.91$1.32$1.38$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.09$3.95$1.23$1.29$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.06$3.97$1.18$1.28$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.05$4.08$1.23$1.16$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.04$4.03$1.02$1.00$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.16$3.63$1.05
2012Summary only. Only limited summary data is available for this year.$3.53$0.16$3.37$0.82$0.99$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.22$3.53$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.28$3.84$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,337,313
Mission and Program Overview

Mission

Creating excellent exhibits and educational experiences that celebrate the santa barbara channel and illuminate our rich connections with the sea.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,519,342$1,588,757▲ $69,415
Savings and Temporary Cash Investments$482,044$1,008,505▲ $526,461
Investments in Publicly Traded Securities$1,920,676$984,819▼ $935,857
Cash and Non-Interest-Bearing Accounts-$303,994-
Prepaid Expenses and Deferred Charges$48,419$72,960▲ $24,541
Pledges and Grants Receivable$31,620$34,962▲ $3,342
Inventories for Sale or Use$24,749--
Total Assets$4,991,298$4,808,811▼ $182,487
Other Assets Total$964,448$814,814▼ $149,634
Liabilities
Other Liabilities$367,531$485,695▲ $118,164
Accounts Payable and Accrued Expenses$160,936$139,091▼ $21,845
Total Liabilities$528,467$624,786▲ $96,319
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,335,878$3,217,004▼ $118,874
Net Assets With Donor Restrictions$1,126,953$967,021▼ $159,932
Total Net Assets Fund Balance$4,462,831$4,184,025▼ $278,806
Total Liabilities and Net Assets / Fund Balance$4,991,298$4,808,811▼ $182,487

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$769,269$2,103,078$2,872,347
Leasehold Improvements$819,488$1,750,637$2,570,125
Equipment$0$546,400$546,400
Other Assets Org$355,585--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,173,076$10,000▲ $177,357-$1,360,433
2022$276,132$868,354▲ $28,590-$1,173,076
2021$250,000$35,000▼ $8,868-$276,132
2020$175,882$75,000▲ $963$1,845$250,000
2019$165,357$10,000▲ $525-$175,882
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Greg GorgaExecutive DirectorFT$138,535$138,535

Board Members and Trustees

NameTitle
Sigrid ToyePast President
Chuck WilsonPresident
Alex WeinsteinVice President
Andrew CooperTrustee
Chad MakelaTrustee
David BoltonTrustee
Don BarthelmessTrustee
Elsbeth KleenTrustee
Jarrell JackmanTrustee
John DoordanTrustee
Kate FordTrustee
Randall FoxTrustee
Roger ChrismanTrustee
Sabrina PapaTrustee
Shaun TomsonTrustee
Steve EpsteinTrustee
Suzi SchomerTrustee
Tom ElliottTrustee
Gail AnikouchineCo-treasurer
Jennifer WeismanCo-treasurer
John BrinkerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Utt Construction INCConstruction74D 74 AERO CAMINO, Goleta, CA 93117$130,748
Revenue and Support

Revenue Composition

Contributions and Grants
$1,628,376
Program Service Revenue
$122,206
Investment Income
$76,749
Other Revenue
$8,717
All Other Contributions
$1,433,254
Change in Net Assets
$-380,975

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$70,509Fair Value
Other Non Cash Contri Table1$670Fair Value
Total Noncash Contributions5$71,179-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,884,087
Revenue Not Reported on Financial Statements
$-48,039
Revenue Not Reported on Form 990
$76,396
Other Revenue Adjustments
$-48,039
Total Revenue per Audited Statements
$1,960,483
Total Revenue per Form 990
$1,836,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,178,811
Other Expenses$1,024,952
Total Fundraising Expense$278,851
Professional Fundraising Fees$13,260
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$654,349$103,569$116,951$874,869
Occupancy$159,313$18,900$10,790$189,003
Depreciation Depletion$146,114$18,264$18,264$182,642
Current Officers, Directors, Trustees, and Key Employees$7,140$99,966$35,700$142,806
Office Expenses$105,805$13,023$15,422$134,250
Other Employee Benefits$53,119$16,344$12,258$81,721
Payroll Taxes$51,620$15,883$11,912$79,415
Fees for Services Other$25,184$40,143-$65,327
Fees for Services Accounting-$49,560-$49,560
Information Technology$38,652$4,547$2,274$45,473
Insurance$28,719$3,379$1,689$33,787
Advertising$9,383-$9,383$18,766
Fees for Services Professional Fundraising--$13,260$13,260
Other Expenses$11,124-$30,105$11,124
Conferences and Meetings$6,741$843$843$8,427
Total Functional Expenses$1,553,751$384,421$278,851$2,217,023

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,239,289
Total Expenses per Form 990$2,217,023
Expenses per Audited Statements$2,191,250
Expenses Not Reported on Form 990$48,039
Expenses Not Reported on Financial Statements$25,773
Other Expense Adjustments$25,773
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$64,346
Fundraising Gross Income$23,265
Professional Fundraising Fees$13,260

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heist in the Harbor$106,703$20,175$22,213$-2,038
Paddle Out$35,086$3,090$18,404$-15,314
Total Events$141,789$23,265$64,346$-41,081
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Fiscal Agent$261,417
Lease Liability$220,408
Deposits$3,870
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed first by the board treasurer, a cpa, second presented to the finance committee then with an in depth interpretation by the finance committee to the executive committee for approval, then available to the full board for review 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 policy via the board of directors manual and the personnel hiring process respectively. The executive director and all board members annually discuss the conflict of interest policy and sign a form listing any conflicts. The executive committee reviews conflicts and, if any, announces to the board the 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.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Santa Barbara Maritime Museum
EIN
77-0392953
Phone
8059625296
Address
113 HARBOR WAY 190, SANTA BARBARA, CA 93109

Signing Officer

Name
Jennifer Weisman
Title
Co-treasurer
Phone
8059625296
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Wilson
Formed
1994
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
22
Volunteers
100

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Jessica Moitoza
Phone
8059631837
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of charitable remainder trust -30,251.

Financial Statement Notes

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 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 museums tax returns from the year 2020 to the present remain subject to examination by the irs for federal tax purposes, and the tax years from 2019 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, 2024 or for prior periods.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of charitable remainder trust -30,251. Donor and member event expenses -25,773.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold -25,667. Coffee expenses -22,372.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold 25,667. Coffee expenses 22,372.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Donor and member event expenses 25,773.

Raw XML AppendixShowing 400 of 691 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/FundraisingAmt09383
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IRS990/Desc0CONNECTING THE COMMUNITY TO MARITIME HERITAGE:THE 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 33,000 MUSEUMS IN THE UNITED STATES, FEWER THAN 1,100 ARE CURRENTLY ACCREDITED BY AAM. IN FISCAL YEAR 2024 THE MUSEUM ALSO COMPLETED THE THIRD 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. THE 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 THE EAST COAST VISIT. 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!, 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 PROGRAM CONTINUES TO GROW, SERVING MORE THAN 800 YOUTH JUST IN THE SUMMER OF 2024. THIS INNOVATIVE PROGRAM HAS RECEIVED MULTIPLE 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 ALLIANCE OF MUSEUMS CALIFORNIA NATURAL RESOURCES AGENCY SECRETARY'S 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, RECEIVED THE EPIC AWARD FOR EXCELLENCE IN EDUCATION. THE MAJORITY OF STUDENTS PARTICIPATING IN SBMM EDUCATION PROGRAMS ATTEND PUBLIC ELEMENTARY SCHOOLS IN SANTA BARBARA COUNTY THAT QUALIFY FOR TITLE I FUNDING AND SERVE LOW INCOME HOUSEHOLDS. ADULTS ALSO ENJOY THE MANY EDUCATIONAL PROGRAMS OPERATED BY THE MUSEUM, INCLUDING A MONTHLY LECTURE SERIES THAT AVERAGES 120 ATTENDEES PER MONTH. DURING FISCAL YEAR 2024 SBMM DISPLAYED "170 YEARS OF SANTA BARBARA HISTORY," "ICE BEARS," FEATURING PHOTOGRAPHY BY RALPH CLEVENGER, AND "COASTAL MOMENTS," FEATURING TEN LOCAL ARTISTS. THE MUSEUM ALSO UPGRADED ITS "ISLAND RANCHES" EXHIBIT.
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