Catalina Island Museum

EIN: 951880698 501(c)(3) Education

Avalon, CA

Total Revenue
$14,004,387
Total Expenses
$2,982,530
Total Assets
$27,807,385
Net Assets
$27,657,915
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
CA
Principal Officer
Sheila Bergman
Phone
3105104650
Tax Period
2024-03-01 to 2025-02-28

Catalina Island Museum, founded in 1953, is a mid-sized nonprofit in the Education sector that reported $14.0M in total revenue in fiscal year 2024. Revenue surged 878% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.0M, a strong 79% operating margin.

Mission

To collect, preserve and promote the culture and history of Santa Catalina Island and to bring unique exhibitions to Catalina.

Program Service Accomplishments

Program 1
Expenses: $1,582,169 Revenue: $255,334

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...

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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.

Program 2
Expenses: $647,251 Revenue: $37,573

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...

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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.

Program 3
Expenses: $167,806 Revenue: $35,770

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...

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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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,440,931
Program Service Revenue $292,907
Investment Income $161,969
Other Revenue $108,580
TOTAL REVENUE $14,004,387

Expense Breakdown

Grants Paid $0
Salaries & Benefits $829,078
Fundraising Expenses $367,275
Program Expenses $2,397,226
Other Expenses $2,099,952
TOTAL EXPENSES $2,982,530

Year-over-Year Comparison

2024 2023 Change
Revenue $14,004,387 $1,432,643 +8.8%
Expenses $2,982,530 $1,926,170 +0.5%
Net Income $11,021,857 $-493,527 -23.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
19
Independent Members
19
Employees
24
Volunteers
35

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
5
$171,500
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ron Bevins Immediate Past Chair 10.00
Officer Director
$0 $0 $0
Terry Brown President 10.00
Officer Director
$0 $0 $0
Steve Mandel MD Treasurer 3.00
Officer Director
$0 $0 $0
Ritch Haynes Secretary 3.00
Officer Director
$0 $0 $0
Joyce Brown Trustee 2.00
Director
$0 $0 $0
Jim Brown Executive Committee 3.00
Director
$0 $0 $0
Gerald Bloeser Trustee 2.00
Director
$0 $0 $0
Amanda Bombard Trustee 2.00
Director
$0 $0 $0
Barbara Brisacher Trustee (start 4/24) 2.00
Director
$0 $0 $0
Brittani Brisacher Trustee 2.00
Director
$0 $0 $0
J Paul DeMyer Trustee 2.00
Director
$0 $0 $0
Tim Foley Trustee 2.00
Director
$0 $0 $0
Elias Garcia Trustee (end 2/25) 2.00
Director
$0 $0 $0
John Hinchliffe Trustee (start 8/24) 2.00
Director
$0 $0 $0
Anne Johnson Trustee 2.00
Director
$0 $0 $0
Gary Johnson Trustee 2.00
Director
$0 $0 $0
Kathy Haynes Trustee 2.00
Director
$0 $0 $0
Christy Lins Trustee 2.00
Director
$0 $0 $0
Stephen Weber Trustee (start 6/24) 2.00
Director
$0 $0 $0
Dr Donald Wise Trustee 2.00
Director
$0 $0 $0
Sheila Bergman Executive Dir. 40.00
Officer
$171,500 $0 $171,500
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
2025 $14,004,387 $2,982,530 $27,807,385 $11,021,857
2024 $1,432,643 $1,926,170 $16,867,397 $-493,527
2023 $2,387,740 $1,886,135 $17,558,994 $501,605
2022 $1,856,073 $1,596,319 $16,851,950 $259,754
2021 $1,640,275 $1,491,471 $16,861,117 $148,804
2020 $1,839,779 $1,971,260 $16,487,985 $-131,481
2019 $1,505,150 $1,667,436 $16,524,537 $-162,286
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