Form 990 for tax year 2023
Filed by SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK.
Totals
- Total revenue
- $17,146,858
- Total expenses
- $16,084,333
- Contributions and grants received
- $8,708,540
- Grants paid
- $64,433
- Program service revenue
- $6,452,273
- Investment income
- $1,162,583
- Other revenue
- $823,462
- Total assets, end of year
- $80,852,507
- Total liabilities, end of year
- $2,788,111
- Net assets or fund balances, end of year
- $78,064,396
- Program services expenses (Part IX)
- $13,055,314
- Management and general expenses
- $1,739,017
- Fundraising expenses
- $1,290,002
- Program service expenses (Part III)
- $13,055,314
Program services were 81.2% 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)
$3,304,607
-
1f · All other contributions, gifts and grants
$5,403,933
-
2a · Program service revenue: ADMISSIONS
total $3,001,400 · related or exempt $3,001,400
-
2b · Program service revenue: CONTRACTS
total $3,156,336 · related or exempt $3,156,336
-
2c · Program service revenue: MEMBERSHIP DUES & ASSESS
total $294,537 · related or exempt $294,537
-
3 · Investment income
total $1,243,616 · excluded $1,243,616
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $806,641
-
6b · Less rental expenses
real property $1,041,691
-
6c · Rental income or loss
real property -$235,050
-
6d · Net rental income or loss
total -$235,050 · unrelated business -$235,050
-
7a · Gross sales of assets other than inventory
securities $861,521
-
7b · Less cost or other basis and sales expenses
securities $942,554
-
7c · Gain or loss
securities -$81,033
-
7d · Net gain or loss
total -$81,033 · excluded -$81,033
-
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 $1,058,512 · related or exempt $1,058,512
-
11e · Other revenue, total
$1,058,512
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 $64,433 · program services $64,433
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $599,287 · program services $119,857 · management and general $313,808 · fundraising $165,622
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $6,894,205 · program services $5,780,623 · management and general $450,100 · fundraising $663,482
-
8 · Pension plan contributions
total $70,930 · program services $59,238 · management and general $3,467 · fundraising $8,225
-
9 · Other employee benefits
total $875,267 · program services $711,189 · management and general $66,504 · fundraising $97,574
-
10 · Payroll taxes
total $570,409 · program services $462,977 · management and general $43,738 · fundraising $63,694
-
11a · Fees: management
total $0
-
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 $138,747 · management and general $138,747
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $373,713 · program services $319,474 · management and general $32,653 · fundraising $21,586
-
13 · Office expenses
total $164,063 · program services $78,482 · management and general $38,714 · fundraising $46,867
-
14 · Information technology
total $423,859 · program services $362,255 · management and general $37,087 · fundraising $24,517
-
15 · Royalties
total $0
-
16 · Occupancy
total $966,983 · program services $828,080 · management and general $112,891 · fundraising $26,012
-
17 · Travel
total $359,375 · program services $297,752 · management and general $40,800 · fundraising $20,823
-
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 $1,709,725 · program services $1,522,998 · management and general $151,716 · fundraising $35,011
-
23 · Insurance
total $226,276 · program services $204,597 · management and general $17,614 · fundraising $4,065
-
24a · Other expenses: CONTRACT SERVICE EXPENSES
total $1,668,277 · program services $1,370,617 · management and general $256,175 · fundraising $41,485
-
24b · Other expenses: EQUIPMENT & SUPPLIES
total $542,202 · program services $437,952 · management and general $33,211 · fundraising $71,039
-
24c · Other expenses: CAFE, BAR AND KITCHEN EXPENSES
total $301,273 · program services $301,273
-
24d · Other expenses: OTHER EXPENSES
total $135,309 · program services $133,517 · management and general $1,792
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,136,821 · end of year $12,961,963
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $11,375,580 · end of year $5,630,945
-
4 · Accounts receivable
beginning of year $1,234,984 · end of year $647,621
-
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 $1,133,021 · end of year $1,201,633
-
8 · Inventories for sale or use
beginning of year $45,929 · end of year $67,679
-
9 · Prepaid expenses and deferred charges
beginning of year $112,292 · end of year $159,414
-
10a · Land, buildings and equipment: cost or other basis
$57,515,457
-
10b · Land, buildings and equipment: accumulated depreciation
$36,676,009
-
10c · Land, buildings and equipment, net
beginning of year $15,999,501 · end of year $20,839,448
-
11 · Investments: publicly traded securities
beginning of year $19,045,707 · end of year $26,636,701
-
12 · Investments: other securities
beginning of year $4,251,405 · end of year $748,177
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $10,711,101 · end of year $11,958,926
-
17 · Accounts payable and accrued expenses
beginning of year $2,099,088 · end of year $2,525,520
-
19 · Deferred revenue
beginning of year $242,670 · end of year $262,591
-
27 · Net assets without donor restrictions
beginning of year $22,348,858 · end of year $25,873,829
-
28 · Net assets with donor restrictions
beginning of year $50,355,725 · end of year $52,190,567
Mission and programs · 2023
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.
-
SCIENCE: THE MUSEUMS BIODIVERSITY RESEARCH CENTER OF THE CALIFORNIANS (BRCC) SERVES AS THE LEADER FOR THE PRESERVATION AND INTERPRETATION OF SCIENTIFIC SPECIMENS THAT DOCUMENT THE BIODIVERSITY OF SOUTHERN CALIFORNIA AND BAJA CALIFORNIA. THE EXTENSIVE COLLECTION OF THE OF BRCC SUPPORT THE MUSEUM SCIENTISTS RESEARCH AND PUBLICATIONS.
Expenses $5,958,720 · Grants $64,433 · Revenue $3,156,336
-
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 EXHIBITIONS 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 $5,143,055 · Revenue $4,354,449
-
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.
Expenses $1,953,539
As filed on the 2023 return.
Listed in Part VII
-
JUDY GRADWOHL
President & CEO
- Total calculated
- $389,921
- From this org
- $389,203
- From related orgs
- $0
- Other
- $718
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $389,203
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $718
- Filer's total
- $389,921
-
MATT JAWLIK
VP CFO/COO
- Total calculated
- $177,120
- From this org
- $175,676
- From related orgs
- $0
- Other
- $1,444
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,676
- Bonus
- not reported
- Other
- not reported
- Deferred
- $908
- Nontaxable benefits
- $536
- Filer's total
- $177,120
-
TOM DEMERE
DIR OF PALEO SERV
- Total calculated
- $154,893
- From this org
- $143,796
- From related orgs
- $0
- Other
- $11,097
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,796
- Bonus
- not reported
- Other
- not reported
- Deferred
- $2,338
- Nontaxable benefits
- $8,759
- Filer's total
- $154,893
-
EOWYN BATES
VP PHILANTHROPY
- Total calculated
- $153,761
- From this org
- $150,935
- From related orgs
- $0
- Other
- $2,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,935
- Bonus
- not reported
- Other
- not reported
- Deferred
- $2,311
- Nontaxable benefits
- $515
- Filer's total
- $153,761
-
MARY SHVODIAN
CONTROLLER
- Total calculated
- $124,370
- From this org
- $114,843
- From related orgs
- $0
- Other
- $9,527
- Hours/week
- 40
-
JUSTIN CANTY
SR DIR OF ED
- Total calculated
- $119,831
- From this org
- $110,424
- From related orgs
- $0
- Other
- $9,407
- Hours/week
- 40
-
JON REBMAN
INT VP OF SCIENCE
- Total calculated
- $113,471
- From this org
- $111,206
- From related orgs
- $0
- Other
- $2,265
- Hours/week
- 40
-
ALLISON C ALBERTS
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
STEVE BELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
PETER MACCRACKEN
Secretary
- 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
Director
- Total calculated
- $0
- Hours/week
- 1
-
ANITA BUSQUETS
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY SCOTT EDD
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
TOM FLEMING
Director
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW GARMAN
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
RON OTTINGER
Director
- Total calculated
- $0
- Hours/week
- 1
-
PETER COWHEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRYSA MINEO
Director
- Total calculated
- $0
- Hours/week
- 1
-
EDMOND LAY
Director
- Total calculated
- $0
- Hours/week
- 1
-
SARAH AGHASSI
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHIKAKO TYLER
Director
- Total calculated
- $0
- Hours/week
- 1
-
VICTOR VILAPLANA
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
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521329349305817
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