Civic Intelligence

Santa Barbara Historical Museum

EIN 95-6005796 • 501(c)3 • Santa Barbara, CA

Profile

To promote an appreciation and understanding of santa barbara regional history and the importance of history in general. To accomplish this mission, the museum 1) collects, preserves, interprets and exhibits the diverse material culture of the santa barbara region; 2) educates children and adults through exhibits, lectures, tours and classroom activities; and 3) encourages research, scholarship and publication of historical materials. The museum believes that upon the foundation of the past, we build a future worth remembering.

136 East DE LA Guerra StreetSanta Barbara, CA 93101

santabarbaramuseum.com

Siviq Scores

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

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

48th percentile

0.14x

Higher debt load relative to revenue than 48% of similar nonprofits.

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

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-0.5%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$9,726,297

Down $51,930 (-0.5%) from 2024

Liabilities

Up

$189,972

Up $74,461 (+64%) from 2024

Net Assets

Down

$9,536,325

Down $126,391 (-1.3%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin6th percentile

Revenue

Down

$1,320,826

Down $281,292 (-18%) from 2024

Expenses

Up

$1,978,226

Up $292,476 (+17%) from 2024

Net Income

Down

-$657,400

Down $573,768 (-686%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2010: $11,083,334Liabilities 2010: $157,205Net Assets 2010: $10,926,1292010Assets 2011: $11,529,700Liabilities 2011: $75,781Net Assets 2011: $11,453,9192011Assets 2012: $11,056,326Liabilities 2012: $61,351Net Assets 2012: $10,994,9752012Assets 2013: $11,337,355Liabilities 2013: $309,404Net Assets 2013: $11,027,9512013Assets 2014: $11,510,851Liabilities 2014: $60,886Net Assets 2014: $11,449,9652014Assets 2015: $11,102,499Liabilities 2015: $46,774Net Assets 2015: $11,055,7252015Assets 2016: $10,813,971Liabilities 2016: $73,494Net Assets 2016: $10,740,4772016Assets 2017: $11,097,650Liabilities 2017: $136,690Net Assets 2017: $10,960,9602017Assets 2018: $11,003,346Liabilities 2018: $76,294Net Assets 2018: $10,927,0522018Assets 2019: $10,806,030Liabilities 2019: $72,696Net Assets 2019: $10,733,3342019Assets 2020: $10,684,043Liabilities 2020: $268,985Net Assets 2020: $10,415,0582020Assets 2021: $12,046,947Liabilities 2021: $153,996Net Assets 2021: $11,892,9512021Assets 2022: $11,048,211Liabilities 2022: $134,695Net Assets 2022: $10,913,5162022Assets 2023: $11,342,959Liabilities 2023: $130,155Net Assets 2023: $11,212,8042023Assets 2024: $9,778,227Liabilities 2024: $115,511Net Assets 2024: $9,662,7162024Assets 2025: $9,726,297Liabilities 2025: $189,972Net Assets 2025: $9,536,3252025

Highlighted filing

2025

Assets$9,726,297
Liabilities$189,972
Net Assets$9,536,325
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,345,0892010Expenses 2011: $1,465,6922011Expenses 2012: $1,521,5782012Expenses 2013: $1,303,3182013Revenue 2014: $1,449,087Expenses 2014: $1,340,722Net Income 2014: $108,3652014Revenue 2015: $1,395,339Expenses 2015: $1,530,442Net Income 2015: -$135,1032015Revenue 2016: $1,435,022Expenses 2016: $1,777,423Net Income 2016: -$342,4012016Revenue 2017: $459,272Expenses 2017: $1,589,647Net Income 2017: -$1,130,3752017Revenue 2018: $1,157,672Expenses 2018: $1,414,054Net Income 2018: -$256,3822018Revenue 2019: $1,066,381Expenses 2019: $1,369,364Net Income 2019: -$302,9832019Revenue 2020: $1,033,215Expenses 2020: $1,296,041Net Income 2020: -$262,8262020Revenue 2021: $2,245,766Expenses 2021: $1,152,475Net Income 2021: $1,093,2912021Revenue 2022: $1,546,553Expenses 2022: $1,566,981Net Income 2022: -$20,4282022Revenue 2023: $1,524,667Expenses 2023: $1,559,365Net Income 2023: -$34,6982023Revenue 2024: $1,602,118Expenses 2024: $1,685,750Net Income 2024: -$83,6322024Revenue 2025: $1,320,826Expenses 2025: $1,978,226Net Income 2025: -$657,4002025

Highlighted filing

2025

Revenue$1,320,826
Expenses$1,978,226
Net Income-$657,400
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,726,297
Liabilities
$189,972
Net assets
$9,536,325
Revenue
$1,320,826
Expenses
$1,978,226
Net income
-$657,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$0.19$9.54$1.32$1.98$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.78$0.12$9.66$1.60$1.69$0.08
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.13$11.2$1.52$1.56$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.13$10.9$1.55$1.57$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.15$11.9$2.25$1.15$1.09
2020Summary only. Only limited summary data is available for this year.$10.7$0.27$10.4$1.03$1.30$0.26
2019Summary only. Only limited summary data is available for this year.$10.8$0.07$10.7$1.07$1.37$0.30
2018Summary only. Only limited summary data is available for this year.$11.0$0.08$10.9$1.16$1.41$0.26
2017Summary only. Only limited summary data is available for this year.$11.1$0.14$11.0$0.46$1.59$1.13
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.07$10.7$1.44$1.78$0.34
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.05$11.1$1.40$1.53$0.14
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.06$11.4$1.45$1.34$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.31$11.0$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.06$11.0$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.08$11.5$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.16$10.9$1.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,653,818
Mission and Program Overview

Mission

To promote an appreciation and understanding of santa barbara regional history and the importance of history in general. To accomplish this mission, the museum 1) collects, preserves, interprets and exhibits the diverse material culture of the santa barbara region; 2) educates children and adults through exhibits, lectures, tours and classroom activities; and 3) encourages research, scholarship and publication of historical materials. The museum believes that upon the foundation of the past, we build a future worth remembering.

Collection, interpretation, and preservation of the history of santa barbara.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,461,407$3,441,207▼ $20,200
Land, Buildings, and Equipment, Net$2,633,930$2,464,312▼ $169,618
Savings and Temporary Cash Investments$364,177$89,326▼ $274,851
Prepaid Expenses and Deferred Charges$71,309$88,962▲ $17,653
Inventories for Sale or Use$77,910$77,910→ $0
Cash and Non-Interest-Bearing Accounts$23,497$62,079▲ $38,582
Pledges and Grants Receivable$8,380$28,059▲ $19,679
Total Assets$9,778,227$9,726,297▼ $51,930
Other Assets Total$3,137,617$3,474,442▲ $336,825
Liabilities
Accounts Payable and Accrued Expenses$115,511$189,972▲ $74,461
Total Liabilities$115,511$189,972▲ $74,461
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,427,184$5,052,516▼ $374,668
Net Assets With Donor Restrictions$4,235,532$4,483,809▲ $248,277
Total Net Assets Fund Balance$9,662,716$9,536,325▼ $126,391
Total Liabilities and Net Assets / Fund Balance$9,778,227$9,726,297▼ $51,930

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$451,103$4,059,801$4,510,904
Buildings$1,677,450$1,505,670$3,183,120
Equipment$188,062$540,640$728,702
Land$147,697-$147,697
Other Assets Org$19,156--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,179,684-▲ $540,028$244,700$5,475,012
2023$4,893,901-▲ $560,783$275,000$5,179,684
2022$4,477,784$300,000▲ $240,426$124,309$4,893,901
2021$5,334,454-▼ $814,021$42,649$4,477,784
2020$4,394,405-▲ $1,054,299$114,250$5,334,454
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dacia HarwoodExecutive DirectorFT$92,038$24,725$116,763

Board Members and Trustees

NameTitle
Hilary BurkemperPresident
Brett HodgesVice President
Ken MineauTrustee
Rhonda HendersonTrustee
Sharon BradfordTrustee
Sheila SnowTrustee
Vince CaballeroTrustee
William ReynoldsParliamentarian
George LeisSecretary
Vito GioielloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$789,023
Program Service Revenue
$23,986
Investment Income
$114,746
Other Revenue
$393,071
All Other Contributions
$622,308
Change in Net Assets
$-657,400

Noncash Contribution Practices

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

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,287,229
Revenue Not Reported on Financial Statements
$33,597
Revenue Not Reported on Form 990
$547,154
Total Revenue per Audited Statements
$1,834,383
Total Revenue per Form 990
$1,320,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,136,589
Salaries, Compensation, and Employee Benefits$841,637
Total Fundraising Expense$101,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$560,347$1$11,909$572,257
Depreciation Depletion$202,739$29,815$5,963$238,517
Current Officers, Directors, Trustees, and Key Employees$65,055$32,526$32,526$130,107
Occupancy$77,512$14,857$7,098$99,467
Other Employee Benefits$77,185$22$1,054$78,261
Fees for Services Accounting-$68,512-$68,512
Insurance$38,101$17,612$876$56,589
Payroll Taxes$43,518$2,708$3,217$49,443
Fees for Service Investment Mgmnt Fees-$33,597-$33,597
Office Expenses$1,139$29,546$790$31,475
Other Expenses$163,359$9,052$30,073$30,073
Information Technology$5,750$4,703$4,021$14,474
Pension Plan Contributions$11,280$70$219$11,569
Fees for Services Legal-$10,165-$10,165
Fees for Services Other$1,925$500$4,014$6,439
Travel$996$3,035-$4,031
Advertising-$3,241-$3,241
Total Functional Expenses$1,616,504$259,962$101,760$1,978,226

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,978,226
Total Expenses per Audited Statements$1,960,774
Expenses per Audited Statements$1,944,629
Expenses Not Reported on Financial Statements$33,597
Expenses Not Reported on Form 990$16,145
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,102
Fundraising Gross Income$12,260
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
La Fiesta Del Museo$121,360$12,260$58,102$-45,842
Total Events$121,360$12,260$58,102$-45,842
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 A, Line 2

“Sharon bradford and brett hodges have a family relationship.”

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

“The director of accounting and the executive director review the draft of the form 990. A copy of the form 990 is provided to all members of the board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The museum provides each trustee with a trustee handbook, which includes the conflict of interest policy and form for trustee signature. The executive committee reviews the forms for any conflicts; the board of trustees is aware of the procedure to update the forms if circumstances change. The trustees with conflicts know to recuse themselves when matters come to a vote.”

Form 990, Part VI, Section B, Line 15

“The salary of the executive director is set by the board of trustees after review of comparable nonprofits and museums.”

Form 990, Part VI, Section C, Line 19

“The museum makes its annual financial statement audit, form 1023, forms 990 and 990-t available upon request during the normal business hours of the museum or will mail copies if requested. In addition, the museum posts on its own website its financial statement audit and form 990 as well as its annual report.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Historical Museum
EIN
95-6005796
Phone
8059661601
Address
136 EAST DE LA GUERRA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Dacia Harwood
Title
Executive Director
Phone
8059661601
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilary Burkemper
Formed
1943
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
23
Volunteers
45

Preparer

Firm
Mcgowan Guntermann
Address
200 E CARILLO STREET SUITE 300, SANTA BARBARA, CA 93101
Preparer
Chrisley Reed CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value for charitable and perpetual trusts 337,423.”

Form 990, Part XI, Line 2C

“The museum's audit committee is responsibile for overseeing the audit process. The audit committee 1) recommends the selection of the auditor to the board of trustees, 2) reviews the audit, 3) recommends its acceptance of the report to the board of trustees. The process has not changed since last year.”

Financial Statement Notes

PART X, LINE 2:

“The museum is a nonprofit corporation exempt from federal income taxes under internal revenue code section 501 (c) (3) and state income taxes under revenue and taxation code section 23701 (d), therefore no amounts for income taxes are reflected in the accompanying financial statements. The museum is not a private foundation for income tax purposes. The museum is not aware of any transactions that would affect its tax-exempt status. 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 june 30, 2025, 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 201,247. Change in value of perpetual trusts 136,176. Museum store cost of sales 16,145.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Museum store cost of sales 16,145.”

Raw XML AppendixShowing 400 of 581 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.

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IRS990/ActivityOrMissionDesc0COLLECTION, INTERPRETATION, AND PRESERVATION OF THE HISTORY OF SANTA BARBARA.
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IRS990/Desc0HISTORIC STRUCTURES: THE MUSEUM PRESERVES TWO HISTORICAL STRUCTURES ON THEIR DOWNTOWN SANTA BARBARA CAMPUS: THE COVARRUBIAS ADOBE (1817) AND THE HISTORIC ADOBE (CA. 1836). THE COVARRUBIAS ADOBE IS ONE OF THE OLDEST BUILDINGS IN SANTA BARBARA. ADDITIONALLY, THE MUSEUM PRESERVES THREE HISTORIC HOMES AT 414 EAST MONTECITO STREET: THE TRUSSELL-WINCHESTER ADOBE (1854), CHARLES FERNALD MANSION (1862) AND ADJACENT CARRIAGE HOUSE. THE COVARRUBIAS ADOBE AND TRUSSELL-WINCHESTER ADOBE ARE CALIFORNIA STATE LANDMARKS. THE HISTORICAL MUSEUM FACILITY (1964), A 25,000 SQUARE FOOT BUILDING, WAS DESIGNATED A STRUCTURE OF MERIT IN 2020 AND IS VISITED BY OVER 35,000 PEOPLE ANNUALLY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC PROGRAMS: GUESTS EXPLORED THE MUSEUM TO VISIT THE GALLERIES AND HISTORIC ADOBE COURTYARDS, ATTEND PUBLIC PROGRAMMING AND UTILIZE THE GLEDHILL RESEARCH LIBRARY. VIRTUAL AND IN-PERSON PUBLIC PROGRAMMING INCLUDED NEARLY THIRTY EDUCATIONAL EVENTS - HISTORY LECTURES, PERFORMANCES, FILM SCREENINGS, EXHIBITIONS, AND WALKING TOURS. TOPICS INCLUDED LIFE IN EARLY CALIFORNIA, CONSERVATION, ARCHITECTURE, ART, FILM, AGRICULTURE, AND OTHER LOCAL HISTORY TOPICS. THE MUSEUM PROVIDED FREE AFTER-HOURS RECEPTIONS AND FAMILY FRIENDLY ACTIVITIES FOR THE PUBLIC DURING "FIRST THURSDAYS", A COLLABORATIVE ART AND BUSINESS PROMOTION, ALONG WITH PLAYING HOST TO NUMEROUS LIKE-MINDED NON-PROFIT ORGANIZATIONS. THE MUSEUM OFFERS FOUR CUSTOM ONSITE PROGRAMS THAT FIT INTO THE STATE OF CALIFORNIA STANDARDS FOR KINDERGARTEN THROUGH FOURTH GRADE. ADDITIONALLY, MANY MORE VISITED THE MUSEUM'S SATELLITE EXHIBITS AT THE HILL-CARRILLO ADOBE, SANTA BARBARA AIRPORT AND COTTAGE HOSPITAL.
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IRS990/ProgSrvcAccomActy3Grp/Desc0COLLECTIONS AND LIBRARY: HELD IN THE PUBLIC TRUST, THE MUSEUM'S EXTENSIVE COLLECTION INCLUDES OVER 100,000 OBJECTS - ARTWORK, FURNITURE, SADDLES, DECORATIVE ARTS AND COSTUMES THAT REPRESENT OVER 500 YEARS OF CHUMASH, MEXICAN, SPANISH AND AMERICAN HISTORY. THE GLEDHILL LIBRARY, LOCATED ON THE MUSEUM'S DOWNTOWN CAMPUS, PROVIDES PUBLIC ACCESS TO OVER 500,000 ARCHIVAL DOCUMENTS, MAPS, PHOTOGRAPHS AND BOOKS FOR HISTORIC RESEARCH, AN INVALUABLE RESOURCE TO HISTORIANS AND GENEALOGISTS ALIKE. IN ADDITION TO THE MUSEUM'S VIBRANT SCHEDULE OF EVENTS AND PROGRAMMING, THE MUSEUM PUBLISHED SCHOLARLY JOURNAL NOTICIAS, AND ONLINE PUBLICATION, "PEQUENAS NOTICIAS." IN ADDITION TO THE MUSEUM'S SIGNATURE EXHIBITIONS, THE ORGANIZATION HOSTED FIVE MAJOR EDUCATIONAL EXHIBITIONS: 1925! SANTA BARBARA EARTHQUAKE, THE CHAIR: STORIED SEATS FROM OUR COLLECTION, DON LOUIS PERCEVAL: HIS VISION OF THE WEST, POP-UP HISTORY: IMAGES OF SANTA BARBARA C.1900, AND PROJECT FIESTA! CENTENNIAL OF OLD SPANISH DAYS.
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