SANTA BARBARA HISTORICAL MUSEUM

EIN: 956005796 501(c)(3) Arts, Culture & Humanities

SANTA BARBARA, CA

Total Revenue
$1,602,118
Total Expenses
$1,685,750
Total Assets
$9,778,227
Net Assets
$9,662,716
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Organization Details

Formation Year
1943
Legal Domicile
CA
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

TO INSPIRE MEANINGFUL CONNECTIONS TO SANTA BARBARA HISTORY.

Program Service Accomplishments

Program 1
Expenses: $517,684 Revenue: $197,681

HISTORIC 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...

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HISTORIC 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.

Program 2
Expenses: $352,853 Revenue: $15,291

PUBLIC 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...

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PUBLIC 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.

Program 3
Expenses: $449,466 Revenue: $2,239

COLLECTIONS 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...

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COLLECTIONS 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: CALIFORNIA'S MISSIONS BY EDWIN DEAKIN, SEASONAL SOIREES: SANTA BARBARA'S EVENING COUTURE 1880-1980, MEMORIES OF MOUNTAIN DRIVE: SANTA BARBARA'S BOHEMIAN COMMUNITY, CLARENCE MATTEI: A PORTRAIT OF OUR COMMUNITY, AND PROJECT FIESTA: 99 YEARS OF OLD SPANISH DAYS. IN ADDITION TO PUBLISHING THEIR SCHOLARLY JOURNAL NOTICIAS" THE MUSEUM CREATED AN ONLINE JOURNAL, "PEQUENAS NOTICIAS."

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

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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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Governance

Voting Members
10
Independent Members
10
Employees
25
Volunteers
45

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
6
$113,723
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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