2023-11-10T11:59:33-06:00 2022-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2022-01-01 951644628 SANTA BARBARA BOTANIC GARDEN SANT 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 STEVEN WINDHAGER EXECUTIVE DIRECTOR 8056824726 2023-11-06 1 STEVEN WINDHAGER 999009999 1 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN WINDHAGER 1212 MISSION CANYON SANTA BARBARA CA 93105 10142702 0 X WWW.SBBG.ORG X 1926 CA TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 13 13 110 254 1495 0 3681482 3853748 2129899 2564113 1202792 647097 394949 458930 7409122 7523888 0 0 0 0 3546889 4849215 0 0 742576 2389027 2830920 5935916 7680135 1473206 -156247 41433162 38190125 619774 984813 40813388 37205312 X TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 0 0 2087960 1373808 THE HORTICULTURE PROGRAM CURATES, INSTALLS, AND MAINTAINS THE GARDEN'S LIVING COLLECTION, WHICH ENCOMPASSES 78 ACRES OF NATIVE PLANTS DRAWN FROM CALIFORNIA'S FLORISTIC PROVINCE, AS WELL AS HISTORIC LANDMARKS AND FEATURES DATING BACK TO 1806. THE PROGRAM ENSURES GUESTS EXPERIENCE SEASONAL WILDFLOWER DISPLAYS, ECOSYSTEM-THEMED SECTIONS FROM DESERT TO REDWOOD GROVES, AND GARDENS THAT CELEBRATE CALIFORNIA'S TAXONOMIC DIVERSITY, FROM RARE SPECIES TO ICONIC FIXTURES SUCH AS THE GOLDEN POPPY. NEWER GARDEN EXHIBITS EXPLORE "PLANTING WITH PURPOSE" THEMES SUCH AS WATER CONSERVATION, ATTRACTING WILDLIFE, AND HOME DEMONSTRATION GARDENING. PROGRAM STAFF ALSO MANAGE TWO PLANT NURSERIES - ONE OPEN TO THE PUBLIC, AND ONE SUPPORTING CONSERVATION AND THE REGENERATION OF THE LIVING COLLECTION. 2619699 815720 WITH NATIVE PLANTS AND HABITATS AT ITS CORE, THE CONSERVATION AND RESEARCH PROGRAM FOCUSES ON SOLUTIONS TO TODAY'S COMPLEX CONSERVATION CHALLENGES - FROM GENES TO ECOSYSTEMS. WITH A TEAM OF SCIENTISTS, TECHNICIANS, PARTNERS, AND BUDDING CONSERVATION LEADERS, THE PROGRAM WORKS COLLABORATIVELY TO UNDERSTAND, PROTECT, AND RESTORE CALIFORNIA'S DIVERSE BOTANIC ECOSYSTEMS. IN RESPONSE, THE TEAM PRODUCES ESSENTIAL PLANT INVENTORIES AND RESEARCH, SAFEGUARDS ENDANGERED PLANT SPECIES, AND WORKS TO RESTORE ENTIRE FOOD WEBS, WHILE SECURING AND MAINTAINING COLLECTIONS THAT INFORM AND SUPPORT RECOVERY. 457886 215467 THE EDUCATION PROGRAM AT THE GARDEN SUPPORTS THE MISSION OF CONSERVING CALIFORNIA'S NATIVE PLANTS BY PROVIDING MEANINGFUL EXPERIENCES IN NATURE. THE GARDEN GROUNDS OFFER A UNIQUE OUTDOOR CLASSROOM WHOSE DIVERSE COLLECTIONS PROVIDE A BACKDROP FOR PROGRAMS. BY ENGAGING OUR COMMUNITY WITH ONSITE INTERPRETATION OF OUR LIVING COLLECTIONS AND A WIDE VARIETY OF PUBLIC PROGRAMS ON AND OFF SITE, WE FACILITATE CONNECTIONS TO THE NATURAL WORLD AND FOSTER LOVE FOR NATIVE PLANTS. TRANSFORMATIVE YOUTH PROGRAMS INCLUDE SCHOOL TOURS, SUMMER PROGRAMS FOR STUDENTS AGES FIVE TO 10, AND ONGOING OPPORTUNITIES THROUGH OUR 4.5 ACRE CHILDREN'S GARDEN, "THE BACKCOUNTRY". THESE PROGRAMS ARE DESIGNED TO ALIGN WITH THE CALIFORNIA COMMON CORE STATE STANDARDS, CALIFORNIA ENVIRONMENTAL EDUCATION INITIATIVE & NEXT-GENERATION SCIENCE STANDARDS. 259247 316060 GARDEN SHOP: TO SUPPORT GARDEN EDUCATION, COMMUNITY PROGRAMS, EXHIBITS AND DISPLAYS BY SELLING BOOKS, MAPS, GARDEN PUBLICATIONS, EDUCATIONAL TOOLS AND RELATED PRODUCTS, THEREBY GENERATING APPRECIATION AND KNOWLEDGE OF THE PLANT AND NATURAL SCIENCES. 259247 316060 5424792 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 110 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X DIANA PEREIRA 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 SAMANTHA DAVIS TRUSTEE 1.50 X 0 0 0 MARK FUNK TREASURER 2.75 X X 0 0 0 JOHN GABBERT VICE CHAIRMAN 2.75 X X 0 0 0 SARAH B GOWER TRUSTEE 1.50 X 0 0 0 VALERIE HOFFMAN CHAIRMAN 3.75 X X 0 0 0 WILLIAM MURDOCH TRUSTEE 1.50 X 0 0 0 GERRY RUBIN TRUSTEE 1.50 X 0 0 0 WARREN SCHULTHEIS TRUSTEE 1.50 X 0 0 0 KATHY SCROGGS SECRETARY 2.75 X X 0 0 0 JESSE SMITH TRUSTEE 1.50 X 0 0 0 ANN STEINMETZ TRUSTEE 1.50 X 0 0 0 HELENE SCHNEIDER TRUSTEE 1.50 X 0 0 0 SHARON BRADFORD TRUSTEE 1.50 X 0 0 0 GEORGE LEIS TRUSTEE 1.50 X 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 40.00 X 199306 0 15582 DENISE KNAPP DIR. OF CONSERVATION & RES 40.00 X 125758 0 11528 JAIME ESCHETTE DIR. OF MARKETING & COMMUNICATIONS 40.00 X 101279 0 9531 MELISSA PATRINO DIR. OF DEVELOPMENT 40.00 X 129594 0 7683 555937 0 44324 4 0 1 0 BRIGHTVIEW FUNDING LLC 6464 HOLLISTER AVENUE GOLETA CA 93117 LANDSCAPING 572518 BALANCE FINANCIAL MANAGEMENT PO BOX 2610 SANTA BARBARA CA 93101 ACCOUNTING 177600 FRANK SCHIPPER CONSTRUCTION 610 E COTA ST SANTA BARBARA CA 93103 CONSTRUCTION 134226 AJX INC 725 N 4TH STREET PHILADELPHIA PA 19123 WEB DESIGN 117500 4 657575 140435 3055738 3853748 CONTRACTS 110000 1439409 1439409 ADMISSIONS 110000 1047808 1047808 EDUCATION PROGRAMS 110000 76896 76896 2564113 368405 368405 127750 0 127750 127750 127750 2415652 62272 2150885 48347 264767 13925 278692 278692 51053 140435 67467 -16414 -16414 670517 352115 318402 1495 316907 OTHER INCOME 900099 29192 29192 29192 7523888 2721055 1495 947590 214888 53722 107444 53722 3231192 2536319 457398 237475 113970 90192 15643 8135 988968 749130 158192 81646 300197 226309 48747 25141 19000 19000 112450 112450 659124 346467 249008 63649 122982 14985 12340 95657 549018 366358 115767 66893 183057 91877 87879 3301 155115 96185 47780 11150 664679 591641 58466 14572 273471 253701 15699 4071 PUBLICATIONS 92024 7906 6954 77164 7680135 5424792 1512767 742576 859986 303023 476599 862420 592367 609867 731114 651164 62817 81088 100544 150534 23902875 5883830 17364592 18019045 17937386 14455016 3000 3000 3304757 3054968 41433162 38190125 337386 718489 282388 266324 619774 984813 X 29306617 27197188 11506771 10008124 40813388 37205312 41433162 38190125 X -156247 -3202040 -249789 X X 0 1 X 1 0 X 2154689 1852056 2809163 3681482 3853748 14351138 2154689 1852056 2809163 3681482 3853748 14351138 1611624 12739514 380103 551310 382071 347601 368405 2029490 -2609 684 4609 3544 1495 7723 44504 13063 25286 41797 29192 153842 16542193 0.77010 0.70560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118275 0 10920606 2000000 -1560006 447078 10913522 9922412 1433627 435433 10920606 8769086 500000 1095625 442299 9922412 7693610 1430058 354582 8769086 8267436 1035000 -939608 669218 7693610 0.29250 0.64710 0.06040 0 0 2634348 2634348 16180670 3694210 12486460 3989896 1691790 2298106 874612 497830 376782 223349 223349 18019045 INTEREST IN PERPETUAL TRUSTS 1175581 INTEREST IN CHARITABLE REMAINDER TRUSTS 358957 CASH VALUE OF LIFE INSURANCE 209322 COLLECTIONS 118275 DESIGN AND ENTITLEMENT COSTS 1192833 3054968 X 3959609 -3202040 -249789 -3451829 7411438 112450 112450 7523888 7567685 0 7567685 112450 112450 7680135 PART III, LINE 1A: INEXHAUSTIBLE COLLECTIONS: THE GARDEN HAS ELECTED NOT TO CAPITALIZE DONATED BOTANICAL COLLECTIONS NOR DOES THE GARDEN RECOGNIZE THESE CONTRIBUTIONS AS REVENUES OR GAINS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF: 1) THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; 2) ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED; AND 3) ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART X, LINE 2: THE GARDEN IS A NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC 501 (C) (3) AND STATE INCOME TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701 (D), THEREFORE NO AMOUNTS FOR INCOME TAXES ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION FOR INCOME TAX PURPOSES. THE GARDEN IS NOT AWARE OF ANY TRANSACTIONS THAT WOULD AFFECT ITS TAX-EXEMPT STATUS. THE GARDEN EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2022, THE GARDEN HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE GARDEN FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE GARDEN IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019 AND 2018, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS AND CASH SURRENDER VALUE OF LIFE INSURANCE -249,789. BEER GARDEN 191488 140435 51053 12488 22211 23604 9164 191488 140435 51053 12488 22211 23604 9164 67467 -16414 X X X 0 0 0 0 0 0 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 199306 0 0 0 0 0 8481 0 7101 0 214888 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B EXPLANATION OF NO CONTEMPORANEOUSLY DOCUMENTATION OF MEETINGS: THE GARDEN KEEPS WRITTEN AND APPROVED BOARD MINUTES FOR THE BOARD OF TRUSTEES MEETINGS AND THE EXECUTIVE COMMITTEE MEETINGS. THE GARDEN'S SUB-COMMITTEE MEETINGS RECORD AND KEEP WRITTEN NOTES OF THEIR MEETINGS, HOWEVER, NO MINUTES ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING. AFTER THE FINANCE COMMITTEE REVIEWS THE 990, THE FINANCE COMMITTEE WILL CIRCULATE THE 990 TO THE FULL BOARD AND RECOMMEND APPROVAL TO THE GOVERNING BOARD. THE BOARD IS NOT REQUIRED TO APPROVE THE 990 PRIOR TO ITS FILING. HOWEVER, IT IS STANDARD POLICY OF THE GARDEN TO WAIT TO FILE THE 990 UNTIL THE FULL BOARD APPROVES THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO SIGN ANNUAL DISCLOSURES OF CONFLICT OF INTEREST. ALL EMPLOYEES ARE REQUIRED TO SIGN AT THE TIME OF HIRE AND THE HUMAN RESOURCE DEPARTMENT MONITORS THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 SALARY COMMITTEE REVIEWS SEVERAL SURVEYS AND RECOMMENDS SALARY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES OR DISAPPROVES THE RECOMMENDATION EVERY FIVE YEARS. FORM 990, PART VI, SECTION C, LINE 18 THE GARDEN'S 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE GARDEN'S WEBSITE; POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS AND CASH SURRENDER VALUE OF LIFE INSURANCE -249,789. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WERE NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.