SANTA BARBARA MUSEUM OF NATURAL HISTORY (EIN 951643378) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1916

Legal Domicile

Principal Officer

AMAL ZALATIMO

Phone

8056824711

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA MUSEUM OF NATURAL HISTORY, founded in 1916, is a community nonprofit in the Arts, Culture & Humanities sector that reported $9.5M in total revenue in fiscal year 2023. Expenses of $11.0M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE MUSEUM INSPIRES A THIRST FOR DISCOVERY AND A PASSION FOR THE NATURAL WORLD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,438,191

Program Service Revenue $2,593,981

Investment Income $965,119

Other Revenue $-476,633

TOTAL REVENUE $9,520,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,155,389

Fundraising Expenses $1,021,145

Program Expenses $7,046,439

Other Expenses $4,885,774

TOTAL EXPENSES $11,041,163

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,520,658	$8,951,310	+0.1%
Expenses	$11,041,163	$10,133,710	+0.1%
Net Income	$-1,520,505	$-1,182,400	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

184

Volunteers

577

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$465,677

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBIE KINNEAR	TRUSTEE	6.00	Director	$0	$0	$0
TERRY VALESKI	IMMEDIATE PAST CHAIR	10.00	Officer Director	$0	$0	$0
BRAD WILLIS	CHAIR	10.00	Officer Director	$0	$0	$0
DOUG DREIER	VICE CHAIR GOVERNANCE	6.00	Director	$0	$0	$0
HANK MITCHEL	SECRETARY	10.00	Officer Director	$0	$0	$0
MATT ADAMS	TRUSTEE	10.00	Director	$0	$0	$0
SHARON BRADFORD	TRUSTEE	6.00	Director	$0	$0	$0
SUE PARKER	TRUSTEE	10.00	Director	$0	$0	$0
TORY MILAZZO	VICE CHAIR FINANCE	10.00	Director	$0	$0	$0
MELISSA FASSETT	TRUSTEE	4.00	Director	$0	$0	$0
LAVERTY CORINNE	TRUSTEE	4.00	Director	$0	$0	$0
LOREN BOOTH	TRUSTEE	4.00	Director	$0	$0	$0
JOHN L DEMOURKAS	TRUSTEE	4.00	Director	$0	$0	$0
JULIE HEIDER-GRAY	TRUSTEE	4.00	Director	$0	$0	$0
BARBARA HOLZMAN	TRUSTEE	4.00	Director	$0	$0	$0
TIM KOCHIS	TRUSTEE	4.00	Director	$0	$0	$0
KEITH REICHEL	VICE CHAIR MASTER PLAN	4.00	Director	$0	$0	$0
SARAH SHESHUNOFF	VICE CHAIR DEVELOPMENT	4.00	Director	$0	$0	$0
LOTUS VERMEER PHD	TRUSTEE	4.00	Director	$0	$0	$0
HIROKO BENKO	TRUSTEE	4.00	Director	$0	$0	$0
KENDRA EPLEY	TRUSTEE	4.00	Director	$0	$0	$0
AMANDA LEE	TRUSTEE	40.00	Director	$0	$0	$0
LUKE SWETLAND	PRESIDENT & CEO	40.00	Officer	$232,870	$74,734	$307,604
DIANE WONDOLOWSKI	CHIEF FINANCIAL OFFICER	38.00	Officer	$143,391	$14,682	$158,073
CAROLINE BAKER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$155,726	$12,878	$168,604
AMY CARPENTER	CHIEF OPERATING OFFICER	40.00	Highest	$133,241	$41,352	$174,593
AMAL ZALATIMO	BUSINESS DEVELOPMENT OFFIC	40.00	Highest	$136,334	$9,990	$146,324
ANDREA MCFARLING	PHILANTHROPY OFFICER	40.00	Highest	$114,240	$7,128	$121,368
PHILLIP MORONES	IS SENIOR MANAGER	40.00	Highest	$104,304	$9,249	$113,553

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$9,520,658	$11,041,163	$94,420,904	$-1,520,505
2023	$9,520,658	$11,041,163	$94,420,904	$-1,520,505
2022	$8,951,310	$10,133,710	$88,940,025	$-1,182,400
2021	$17,404,014	$8,164,554	$97,221,664	$9,239,460
2020	$6,898,781	$7,968,366	$85,740,438	$-1,069,585
2019	$8,999,280	$8,392,428	$82,023,915	$606,852
2018	$7,848,014	$7,957,106	$72,955,624	$-109,092

SANTA BARBARA MUSEUM OF NATURAL HISTORY