2023-11-14T16:20:33-06:00 2022-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2022-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2023-11-14 1 RICHARD BLOCK 999009999 1 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 21301061 0 X WWW.SANTABARBARAZOO.ORG X 1961 CA TO MAINTAIN AND OPERATE ZOO FACILITIES LOCATED IN SANTA BARBARA, CALIFORNIA FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC. 23 23 375 393 0 0 6920336 4282026 7776464 8961312 896934 104234 2684222 3258426 18277956 16605998 0 0 0 0 8030630 9661504 0 0 1492139 4330772 6066185 12361402 15727689 5916554 878309 40270576 39242633 1186028 1736274 39084548 37506359 THE SANTA BARBARA ZOO IS DEDICATED TO THE PRESERVATION, CONSERVATION, AND ENHANCEMENT OF THE NATURAL WORLD AND ITS LIVING TREASURES THROUGH EDUCATION, RESEARCH, RECREATION AND CONSERVATION. 0 0 12756570 11815303 OPERATION AND MAINTENANCE OF FAMILY PARK, GARDENS AND ANIMAL ZOO REACHING OVER 460,000 VISITORS ANNUALLY. 12756570 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 375 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X GREG WILSON 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 DAVID GRAFF DIRECTOR 1.00 X 0 0 0 GEORGE LEIS DIRECTOR 1.00 X 0 0 0 AMY PRYOR CHAIR 1.00 X X 0 0 0 ERIKA BECK DIRECTOR 1.00 X 0 0 0 BETSY CHALLEN DIRECTOR 1.00 X 0 0 0 JOANNE FUNARI TREASURER 1.00 X X 0 0 0 MICHAEL HURST DIRECTOR 1.00 X 0 0 0 VINCE CABALLERO DIRECTOR 1.00 X 0 0 0 STUART JENKINS DIRECTOR 1.00 X 0 0 0 CLARK STIRLING SECRETARY 1.00 X X 0 0 0 EILEEN DILL DIRECTOR 1.00 X 0 0 0 GINNI DREIER DIRECTOR 1.00 X 0 0 0 BRIAN KERSTIENS DIRECTOR 1.00 X 0 0 0 JESSE PEREZ DIRECTOR 1.00 X 0 0 0 DEREK SHUE VICE CHAIR 1.00 X X 0 0 0 JESSICA DIAZ DIRECTOR 1.00 X 0 0 0 TRACY KRAINER DIRECTOR 1.00 X 0 0 0 BOB MYMAN DIRECTOR 1.00 X 0 0 0 DAN SEGNA DIRECTOR 1.00 X 0 0 0 BETSY TURNER DIRECTOR 1.00 X 0 0 0 ALEXANDRA BONGIOVANNI DIRECTOR 1.00 X 0 0 0 JIM JACKSON DIRECTOR 1.00 X 0 0 0 CRYSTAL WYATT DIRECTOR 1.00 X 0 0 0 RICHARD BLOCK CEO 40.00 X 301348 0 32662 NANCY MCTOLDRIDGE ZOO DIRECTOR 40.00 X 217085 0 20162 GREG WILSON CFO 40.00 X 152878 0 20985 AARON MARSHALL COO 40.00 X 164711 0 13065 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 144180 0 11323 JULIE BARNES PROGRAM DIRECTOR 40.00 X 144819 0 11374 ABELARDO LANDEROS DIRECTOR OF FACILITIES & H 40.00 X 112920 0 9266 KEVIN NUSS DIRECTOR OF MARKETING 40.00 X 108013 0 7411 ESTELLE SANDHAUS DIRECTOR OF CONSERVATION & SCIENCE 40.00 X 104814 0 8846 DAVID VELAZQUEZ DIRECTOR OF BUSINESS OPERATIONS 40.00 X 114731 0 16697 1565499 0 151791 10 0 1 0 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 391520 TIANYU ARTS & CULTURE INC 939 W NORTH AVE STE 750 CHICAGO IL 60642 CONSULTING 370377 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 CATERING 349383 SCHIPPER CONSTRUCTION 610 E COTA SANTA BARBARA CA 93103 CONSTRUCTION 322459 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION 215160 7 2216212 468262 1597552 44995 4282026 ZOO ADMISSIONS 900099 7623587 7623587 EDUCATION PROGRAMS, CLASSES & LEC 900099 1102176 1102176 FOSTER FEEDERS 900099 235549 235549 8961312 419421 419421 518268 0 518268 518268 518268 2182558 2497745 -315187 -315187 -315187 598385 468262 509137 89248 89248 4339091 1688181 2650910 2650910 16605998 11815303 0 508669 922896 339604 327399 255893 7029035 6356215 225992 446828 211770 207501 4269 892717 677610 215107 605086 499388 83054 22644 26017 26017 88978 88978 10179 10179 222239 222239 148541 148541 779815 734439 45376 192621 161984 25300 5337 1307491 1148742 158749 258201 232381 25820 SUPPLIES 963565 192344 16279 754942 BANK CHARGES 577829 577829 ANIMAL FOOD 372472 372472 ANIMAL HEALTH 199474 199474 918763 824169 92368 2226 15727689 12756570 1478980 1492139 30900 38850 2187524 2445754 426273 72763 216163 54187 467182 486854 270770 264844 42935025 22868532 20450206 20066493 16188981 15768702 32577 44186 40270576 39242633 1017600 1591190 148217 145084 20211 0 1186028 1736274 X 31603807 31099944 7480741 6406415 39084548 37506359 40270576 39242633 878309 -2456498 0 X X 0 1 X 1 0 X 4176055 2781164 7092690 6981359 4282026 25313294 4176055 2781164 7092690 6981359 4282026 25313294 1171776 24141518 206373 220175 172897 526154 419421 1545020 68163 8384 10750 13565 100862 26959176 52190242 0.89550 0.89840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6574531 -1084701 5489830 5973491 601040 6574531 5290293 683198 5973491 4384456 905837 5290293 3737033 647423 4384456 0.29734 0.39487 0.30779 0 0 15692637 6339791 9352846 20748967 11727331 9021636 5172986 4320066 852920 1320435 481344 839091 20066493 X 15748703 -2456498 1688181 -768317 16517020 88978 88978 16605998 17326892 1688181 1688181 15638711 88978 88978 15727689 PART V, LINE 4: ENDOWMENT ASSETS ARE MAINTAINED AND INVESTED TO PROVIDE INCOME TO BE USED FOR OPERATIONS AND CAPITAL IMPROVEMENTS OF THE ZOO. PART X, LINE 2: THE ZOO 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 ZOO HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ZOO FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ZOO 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: COGS RETAIL SALES AND FOOD SERVICE 1,688,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,688,181. ZOOFARI 689416 468262 221154 109709 170037 10400 86965 ZOO BREW 133939 133939 2766 16768 550 14618 4 243292 243292 21232 51442 7950 16700 1066647 468262 598385 133707 238247 18900 118283 509137 89248 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 301348 0 0 0 0 0 25166 0 7496 0 334010 0 0 0 NANCY MCTOLDRIDGE ZOO DIRECTOR 217085 0 0 0 0 0 13916 0 6246 0 237247 0 0 0 AARON MARSHALL COO 164711 0 0 0 0 0 13013 0 52 0 177776 0 0 0 GREG WILSON CFO 152878 0 0 0 0 0 13523 0 7462 0 173863 0 0 0 JULIE BARNES PROGRAM DIRECTOR 144819 0 0 0 0 0 11322 0 52 0 156193 0 0 0 ELAINE MAH BEST DEVELOPMENT DIRECTOR 144180 0 0 0 0 0 11271 0 52 0 155503 0 0 0 PETER JORDANO FORMER MEMBER OF BOARD AND PRESIDENT OF JORDANOS, INC. 391520 PURCHASE OF FOOD FOR RESALE, SUPPLIES AND EQUIPMENT. 0 KELLY JENSEN FORMER MEMBER OF BOARD AND PRESIDENT OF JENSEN AUDIO VISUAL 5737 PURCHASE OF AUDIO VISUAL RELATED EQUIPMENT AND SERVICES. 0 X MISCELLANEOUS 11 44995 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED WITH ANY TAX AGENCY, THE TAX RETURN IS REVIEWED IN DEPTH, COMPARED TO THE AUDIT REPORT AND OTHER FINANCIAL STATEMENTS. THE CEO ALSO REVIEWS THE TAX RETURN PRIOR TO FILING AND A COMPLETE COPY IS GIVEN ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WHEN REQUESTS FOR PROPOSALS ARE MADE TO COMPANIES AFFILIATED WITH BOARD MEMBERS, MANAGEMENT ENSURES THAT THE GUIDELINES OF THE POLICY ARE FOLLOWED. AT THE START OF EACH BOARD MEETING, THE MEMBERS ARE QUERIED IF THEY HAVE A POTENTIAL CONFLICT OF INTEREST WITH ANY AGENDA ITEMS. IF SO THEY WILL BE EXCUSED FROM THE MEETING OR BE UNABLE TO VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW OF THE ZOO'S CEO TAKES PLACE ANNUALLY BEGINNING IN JANUARY OF EACH YEAR. A REVIEW COMMITTEE IS FORMED CONSISTING OF THE BOARD CHAIR, USUALLY THE PAST-CHAIR, AND A THIRD MEMBER OF THE EXECUTIVE COMMITTEE. THE PROCESS IS INITIATED WHEN THE CEO PROVIDES A SELF-ASSESSMENT OF PERFORMANCE AGAINST GOALS TO THE REVIEW COMMITTEE. ONE ON ONE INTERVIEWS WITH KEY MANAGEMENT STAFF ARE CONDUCTED BY THE BOARD CHAIR AND RESULTS ARE SHARED WITH THE REVIEW COMMITTEE. COMPARABLE COMPENSATION DATA FOR THE INDUSTRY AND LOCAL NONPROFITS ARE OBTAINED. THE REVIEW COMMITTEE PREPARES AN ASSESSMENT OF THE CEO'S DOCUMENT, SUMMARIZES THE SURVEY RESULTS, AND SHARES THEIR FINDINGS WITH THE ENTIRE BOARD DURING AN EXECUTIVE SESSION. THE REVIEW COMMITTEE TAKES BOARD INPUT AND DRAFTS A PERFORMANCE EVALUATION AND COMPENSATION RECOMMENDATION THAT IS THEN APPROVED BY THE FULL BOARD DURING EXECUTIVE SESSION. FOLLOWING RECEIPT OF FINAL APPROVAL, THE REVIEW COMMITTEE SHARES THEIR DOCUMENTED EVALUATION WITH THE CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ALSO AVAILABLE ON ORGANIZATION'S WEB SITE. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE REVIEWS THE AUDIT REPORT AND THE FINAL AUDIT REPORT IS APPROVED BY THE FULL BOARD OF DIRECTORS.