SANTA BARBARA HISTORICAL MUSEUM (EIN 956005796) - 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

1943

Legal Domicile

Principal Officer

HILARY BURKEMPER

Phone

8059661601

Tax Period

2023-07-01 to 2024-06-30

SANTA BARBARA HISTORICAL MUSEUM, founded in 1943, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Net assets of $9.7M represent 72 months of operating reserves.

Mission

COLLECTION, INTERPRETATION, AND PRESERVATION OF THE HISTORY OF SANTA BARBARA.

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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 $689,828

Program Service Revenue $17,530

Investment Income $162,338

Other Revenue $732,422

TOTAL REVENUE $1,602,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $772,153

Fundraising Expenses $108,247

Program Expenses $1,320,003

Other Expenses $907,682

TOTAL EXPENSES $1,685,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,602,118	$1,524,667	+0.1%
Expenses	$1,685,750	$1,559,365	+0.1%
Net Income	$-83,632	$-34,698	+1.4%

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

Volunteers

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

$113,723

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HILARY BURKEMPER	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRETT HODGES	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
GEORGE LEIS	SECRETARY	4.00	Officer Director	$0	$0	$0
VITO GIOELLO	TREASURER	4.00	Officer Director	$0	$0	$0
WILLIAM REYNOLDS	PARLIAMENTARIAN	4.00	Officer Director	$0	$0	$0
SHARON BRADFORD	TRUSTEE	4.00	Director	$0	$0	$0
VINCE CABALLERO	TRUSTEE	4.00	Director	$0	$0	$0
RHONDA HENDERSON	TRUSTEE	4.00	Director	$0	$0	$0
KEN MINEAU	TRUSTEE	4.00	Director	$0	$0	$0
SHEILA SNOW	TRUSTEE	4.00	Director	$0	$0	$0
DACIA HARWOOD	EXECUTIVE DIRECTOR	40.00	Officer	$90,538	$23,185	$113,723

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	No data	No data	No data	No data
2024	$1,602,118	$1,685,750	$9,778,227	$-83,632
2023	$1,524,667	$1,559,365	$11,342,959	$-34,698
2022	$1,546,553	$1,566,981	$11,048,211	$-20,428
2021	$2,245,766	$1,152,475	$12,046,947	$1,093,291

SANTA BARBARA HISTORICAL MUSEUM