2024-11-13T13:09:51-06:00 2023-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2023-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2024-11-12 1 1 CHRISLEY N REED CPA P00025230 8059629175 2023 2024-10-15 13:58:12Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 24059970 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. 22 22 377 395 0 0 4282026 5199485 8961312 9660080 104234 391867 3258426 2958855 16605998 18210287 0 0 0 0 9661504 10659568 0 0 1644470 6066185 6505187 15727689 17164755 878309 1045532 39242633 42825096 1736274 1915193 37506359 40909903 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 13915497 12436788 OPERATION AND MAINTENANCE OF FAMILY PARK, GARDENS AND ANIMAL ZOO REACHING OVER 465,000 VISITORS ANNUALLY. 13915497 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 0 0 0 0 0 0 0 0 0 1 42 0 1 377 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 BETSY CHALLEN DIRECTOR 1.00 X 0 0 0 JOANNE FUNARI DIRECTOR 1.00 X 0 0 0 MICHAEL HURST DIRECTOR 1.00 X 0 0 0 VINCE CABALLERO 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 TREASURER 1.00 X X 0 0 0 DEREK SHUE 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 VICE CHAIR 1.00 X X 0 0 0 CRYSTAL WYATT DIRECTOR 1.00 X 0 0 0 YVETTE BIRCH GILLER DIRECTOR 1.00 X 0 0 0 ANGELA SANCHEZ DIRECTOR 1.00 X 0 0 0 BRAD VERNON DIRECTOR 1.00 X 0 0 0 KAREN WINTRINGHAM DIRECTOR 1.00 X 0 0 0 RICHARD BLOCK CEO 40.00 X 348856 0 34379 GREG WILSON CFO 40.00 X 165807 0 21982 AARON MARSHALL COO 40.00 X 211597 0 16684 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 161821 0 12367 JULIE BARNES PROGRAM DIRECTOR 40.00 X 160874 0 12257 ABELARDO LANDEROS DIRECTOR OF FACILITIES & H 40.00 X 121037 0 10952 KEVIN NUSS DIRECTOR OF MARKETING 40.00 X 127166 0 8095 SARA NEUMANN DIRECTOR OF ANIMAL CARE 40.00 X 118062 0 9385 1415220 0 126101 14 0 1 0 SCHIPPER CONSTRUCTION 610 E COTA SANTA BARBARA CA 93103 CONSTRUCTION 654069 TIANYU ARTS & CULTURE INC 939 W NORTH AVE STE 750 CHICAGO IL 60642 CONSULTING 474385 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 373578 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 CATERING 367257 WEST BEACH TECHNOLOGIES INC 1933 CLIFF DR STE 28 SANTA BARBARA CA 93109 INFORMATION TECHNOLOGY 152403 5 2215328 493335 2490822 22490 5199485 ZOO ADMISSIONS 900099 8150825 8150825 EDUCATION PROGRAMS, CLASSES & LEC 900099 1276602 1276602 FOSTER FEEDERS 900099 232653 232653 9660080 490947 490947 558866 0 558866 558866 558866 3717214 3816294 -99080 -99080 -99080 605721 493335 522654 83067 83067 3827657 1510735 2316922 2316922 18210287 12436788 0 574014 799305 122303 371244 305758 7878692 7153406 237029 488257 228582 204934 23648 1084066 879627 197595 6844 668923 559225 83853 25845 26975 26975 96691 96691 38542 38542 267215 267215 145110 145110 830516 776080 54436 217402 205516 5341 6545 1359217 1176260 182957 292584 263326 29258 SUPPLIES 1083021 212531 59641 810849 BANK CHARGES 592185 592185 ANIMAL FOOD 362588 362588 ANIMAL HEALTH 265387 265387 927754 836372 91010 372 17164755 13915497 1604788 1644470 38850 35450 2445754 2237710 72763 31881 54187 406901 486854 497072 264844 265225 44259828 24175949 20066493 20083879 15768702 19213433 44186 53545 39242633 42825096 1591190 1773341 145084 141852 1736274 1915193 X 31099944 33292368 6406415 7617535 37506359 40909903 39242633 42825096 1045532 2358012 0 X X 0 1 X 1 0 X 2781164 7092690 6981359 4282026 5199485 26336724 2781164 7092690 6981359 4282026 5199485 26336724 279865 26056859 220175 172897 526154 419421 490947 1829594 8384 10750 13565 32699 28199017 56524619 0.92400 0.89550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5489830 -324168 5165662 6574531 -1084701 5489830 5973491 601040 6574531 5290293 683198 5973491 4384456 905837 5290293 0.26960 0.30650 0.42390 0 0 15759043 6813609 8945434 21604476 12329260 9275216 5368558 4502450 866108 1527751 530630 997121 20083879 X 21982343 2358012 1510735 3868747 18113596 96691 96691 18210287 18578799 1510735 1510735 17068064 96691 96691 17164755 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, 2023, 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 2020 AND 2019 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,510,735. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,510,735. ZOOFARI 716135 493335 222800 131991 162178 14600 69920 ZOO BREW 126058 126058 1160 18315 1000 9501 4 256863 256863 20326 65985 4100 23578 1099056 493335 605721 153477 246478 19700 102999 522654 83067 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 348856 0 0 0 0 0 26315 0 8064 0 383235 0 0 0 AARON MARSHALL COO 211597 0 0 0 0 0 16632 0 52 0 228281 0 0 0 GREG WILSON CFO 165807 0 0 0 0 0 13894 0 8088 0 187789 0 0 0 ELAINE MAH BEST DEVELOPMENT DIRECTOR 161821 0 0 0 0 0 12315 0 52 0 174188 0 0 0 JULIE BARNES PROGRAM DIRECTOR 160874 0 0 0 0 0 12205 0 52 0 173131 0 0 0 PETER JORDANO FORMER MEMBER OF BOARD AND PRESIDENT OF JORDANOS, INC. 373578 PURCHASE OF FOOD FOR RESALE, SUPPLIES AND EQUIPMENT. 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.