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← SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK

Form 990 for tax year 2022

Filed by SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK.

Totals

Total revenue
$27,257,118
Total expenses
$13,510,119
Contributions and grants received
$18,672,815
Grants paid
$102,969
Program service revenue
$6,053,454
Investment income
$1,762,065
Other revenue
$768,784
Total assets, end of year
$75,046,341
Total liabilities, end of year
$2,341,758
Net assets or fund balances, end of year
$72,704,583
Program services expenses (Part IX)
$10,592,642
Management and general expenses
$1,780,458
Fundraising expenses
$1,137,019
Program service expenses (Part III)
$10,592,642

Program services were 78.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $855,087

  • 1f · All other contributions, gifts and grants

    $17,817,728

  • 2a · Program service revenue: ADMISSIONS

    total $2,732,124 · related or exempt $2,732,124

  • 2b · Program service revenue: CONTRACTS

    total $3,030,859 · related or exempt $3,030,859

  • 2c · Program service revenue: MEMBERSHIP DUES & ASSESS

    total $290,471 · related or exempt $290,471

  • 3 · Investment income

    total $1,036,280 · excluded $1,036,280

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $1,008,602

  • 6b · Less rental expenses

    real property $1,009,062

  • 6c · Rental income or loss

    real property -$460

  • 6d · Net rental income or loss

    total -$460 · unrelated business -$460

  • 7a · Gross sales of assets other than inventory

    securities $1,659,989

  • 7b · Less cost or other basis and sales expenses

    securities $934,204

  • 7c · Gain or loss

    securities $725,785

  • 7d · Net gain or loss

    total $725,785 · excluded $725,785

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: AUXILIARY ACTIVITIES

    total $769,244 · related or exempt $769,244

  • 11e · Other revenue, total

    $769,244

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $102,969 · program services $102,969

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $862,116 · program services $677,838 · management and general $96,852 · fundraising $87,426

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $5,663,521 · program services $4,371,606 · management and general $674,567 · fundraising $617,348

  • 8 · Pension plan contributions

    total $29,548 · program services $22,073 · management and general $4,477 · fundraising $2,998

  • 9 · Other employee benefits

    total $634,501 · program services $473,985 · management and general $96,143 · fundraising $64,373

  • 10 · Payroll taxes

    total $638,218 · program services $476,761 · management and general $96,705 · fundraising $64,752

  • 11a · Fees: management

    total $92,046 · management and general $92,046

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $173,047 · program services $148,664 · management and general $15,649 · fundraising $8,734

  • 13 · Office expenses

    total $162,296 · program services $65,577 · management and general $49,087 · fundraising $47,632

  • 14 · Information technology

    total $388,651 · program services $333,889 · management and general $35,146 · fundraising $19,616

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $553,507 · program services $449,028 · management and general $84,910 · fundraising $19,569

  • 17 · Travel

    total $327,429 · program services $254,215 · management and general $47,490 · fundraising $25,724

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,692,212 · program services $1,507,397 · management and general $150,162 · fundraising $34,653

  • 23 · Insurance

    total $204,727 · program services $182,368 · management and general $18,167 · fundraising $4,192

  • 24a · Other expenses: CONTRACT SERVICE EXPENSES

    total $1,321,373 · program services $933,352 · management and general $299,634 · fundraising $88,387

  • 24b · Other expenses: EQUIPMENT & SUPPLIES

    total $399,211 · program services $330,220 · management and general $17,376 · fundraising $51,615

  • 24c · Other expenses: CAFE, BAR AND KITCHEN EXPENSES

    total $160,607 · program services $160,607

  • 24d · Other expenses: OTHER EXPENSES

    total $104,140 · program services $102,093 · management and general $2,047

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,676,360 · end of year $11,136,821

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $569,355 · end of year $11,375,580

  • 4 · Accounts receivable

    beginning of year $1,585,847 · end of year $1,234,984

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,248,661 · end of year $1,133,021

  • 8 · Inventories for sale or use

    beginning of year $24,386 · end of year $45,929

  • 9 · Prepaid expenses and deferred charges

    beginning of year $182,213 · end of year $112,292

  • 10a · Land, buildings and equipment: cost or other basis

    $51,033,977

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,034,476

  • 10c · Land, buildings and equipment, net

    beginning of year $16,450,494 · end of year $15,999,501

  • 11 · Investments: publicly traded securities

    beginning of year $20,281,095 · end of year $19,045,707

  • 12 · Investments: other securities

    beginning of year $1,285,588 · end of year $4,251,405

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $10,078,292 · end of year $10,711,101

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,491,786 · end of year $2,099,088

  • 19 · Deferred revenue

    beginning of year $241,472 · end of year $242,670

  • 27 · Net assets without donor restrictions

    beginning of year $22,832,509 · end of year $22,348,858

  • 28 · Net assets with donor restrictions

    beginning of year $34,816,524 · end of year $50,355,725

Mission and programs · 2022

Mission

TO INTERPRET THE NATURAL WORLD THROUGH RESEARCH, EDUCATION AND EXHIBITS; TO PROMOTE UNDERSTANDING OF THE EVOLUTION AND DIVERSITY OF SOUTHERN CALIFORNIA AND THE PENINSULA OF BAJA CALIFORNIA; AND TO INSPIRE IN ALL A RESPECT FOR NATURE AND THE ENVIRONMENT.

  • PUBLIC PROGRAMS: THE MUSEUM OFFERS PUBLIC ACCESS TO EXHIBITIONS ON FIVE FLOORS, A 3-D GIANT SCREEN THEATER, AND EDUCATION CLASSROOMS. INFORMAL EDUCATION PROGRAMS INCLUDE EXHIBITONS THAT PRESERVE AND DISPLAY NATURAL OBJECTS DOCUMENTING THE GEOLOGICAL HISTORY AND BIODIVERSITY OF THE REGION, EDUCATIONAL CLASSES, LECTURES, AND EXPEDITIONS IN THE FIELD OF NATURAL SCIENCES.

    Expenses $6,847,274 · Revenue $3,641,335

  • SCIENCE: THE MUSEUMS BIODIVERSITY RESEARCH CENTER OF THE CALIFORNIANS (BRCC) SERVES AS THE LEADER FOR THE PRESERVATION AND INTERPRETATION OF SCIENTIFIC SPECIMANS THAT DOCUMENT THE BIODIVERSITY OF SOUTHERN CALIFORNIA AND BAJA CALIFORNIA. THE EXTENSIVE COLLECTION OF THE BRCC SUPPORT THE MUSEUM SCIENTISTS RESEARCH AND PUBLICATIONS.

    Expenses $3,745,368 · Grants $102,969 · Revenue $3,030,859

  • EDUCATION: THE ENVIRONMENTAL SCIENCE EDUCATION CENTER (ESEC) IS A COMPREHENSIVE RESOURCE OF PROGRAMS THAT INSPIRE UNDERSTANDING, RESPECT AND RESPONSIBLE ACTION FOR OUR ENVIRONMENT. THE MUSEUM OFFERS LIFELONG LEARNING THROUGH SCHOOL PROGRAMS AND EDUCATOR RESOURCES.

    Revenue $150,504

As filed on the 2022 return.

Listed in Part VII

  • Judy Gradwohl

    President & CEO

    Total calculated
    $284,815
    From this org
    $279,228
    From related orgs
    $0
    Other
    $5,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,228
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $5,587
    Filer's total
    $284,815

  • Tom Demere

    DIR OF PALEO SERV

    Total calculated
    $152,926
    From this org
    $142,080
    From related orgs
    $0
    Other
    $10,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,080
    Bonus
    not reported
    Other
    not reported
    Deferred
    $3,421
    Nontaxable benefits
    $7,425
    Filer's total
    $152,926

  • Eowyn Bates

    VP PHILANTHROPY

    Total calculated
    $138,147
    From this org
    $134,104
    From related orgs
    $0
    Other
    $4,043
    Hours/week
    40

  • Michael Wall

    VP RESEARCH

    Total calculated
    $129,677
    From this org
    $116,809
    From related orgs
    $0
    Other
    $12,868
    Hours/week
    40

  • Mary Shvodian

    CONTROLLER

    Total calculated
    $120,311
    From this org
    $114,208
    From related orgs
    $0
    Other
    $6,103
    Hours/week
    40

  • Justin Canty

    SR. DIR EDUC

    Total calculated
    $115,180
    From this org
    $105,968
    From related orgs
    $0
    Other
    $9,212
    Hours/week
    40

  • Jon Rebman

    INTRM VP SCIENC

    Total calculated
    $83,457
    From this org
    $76,412
    From related orgs
    $0
    Other
    $7,045
    Hours/week
    40

  • Matt Jawlik

    VP CFO/COO

    Total calculated
    $50,776
    From this org
    $50,635
    From related orgs
    $0
    Other
    $141
    Hours/week
    40

  • Mark Orozco

    VP CFO/COO

    Total calculated
    $41,005
    From this org
    $40,107
    From related orgs
    $0
    Other
    $898
    Hours/week
    40

  • Allison C Alberts

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Steve Bell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter Maccracken

    Director

    Total calculated
    $0
    Hours/week
    1

  • Exequiel Ezcurra PhD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amber Pairis PhD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elaine Dodge JD Crfe

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stanley Maloy PhD

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Anita Busquets

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Scott EdD

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Tom Fleming

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andrew Garman

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Ron Ottinger

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Downing

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chrysa Mineo

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441349349307649

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