2025-11-17T12:29:53-06:00 2024-12-31 651164012 PROSPERITY PARTNERS 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2024-01-01 951644628 SANTA BARBARA BOTANIC GARDEN SANT 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 STEVEN WINDHAGER EXECUTIVE DIRECTOR 8056824726 2025-11-17 1 1 CHRISLEY REED CPA P00025230 8059629175 2025-11-14 2024 2025-03-06 01:10:19Z STEVEN WINDHAGER 1212 MISSION CANYON SANTA BARBARA CA 93105 22659358 0 X WWW.SBBOTANICGARDEN.ORG X 1926 CA TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 15 15 112 348 0 0 3258984 7453258 2909223 2853899 636919 2226056 518765 544530 7323891 13077743 0 0 0 0 5492559 5891440 0 51748 1166450 3009678 3899671 8502237 9842859 -1178346 3234884 38881524 42030607 1022508 950660 37859016 41079947 X TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 0 0 2441159 1098454 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. 3544631 1393661 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. 845625 192447 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. 368492 343506 GARDEN SHOP: TO SUPPORT INDIVIDUAL ENGAGEMENT IN HORTICULTURE, CONSERVATION AND THE LOVE OF NATURE BY SELLING PLANTS, BOOKS, MAPS, GARDEN PUBLICATIONS, EDUCATIONAL TOOLS AND RELATED PRODUCTS, THEREBY GENERATING APPRECIATION AND KNOWLEDGE OF THE PLANT AND NATURAL SCIENCES. 368492 343506 7199907 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 1 112 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 MARK FUNK CHAIRMAN 2.75 X X 0 0 0 JOHN GABBERT TRUSTEE 1.50 X 0 0 0 WILLIAM MURDOCH TRUSTEE 1.50 X 0 0 0 ANN STEINMETZ TRUSTEE 1.50 X 0 0 0 HELENE SCHNEIDER VICE CHAIR 2.75 X X 0 0 0 SHARON BRADFORD TRUSTEE 1.50 X 0 0 0 GEORGE LEIS TRUSTEE 1.50 X 0 0 0 JEREMY BASSAN TRUSTEE 1.50 X 0 0 0 FRANK DAVIS PHD TRUSTEE 1.50 X 0 0 0 BIBI MOEZZI TREASURER 2.75 X X 0 0 0 NANCY WEISS SECRETARY 1.50 X X 0 0 0 CAT ALLDAY TRUSTEE 1.50 X 0 0 0 VALERIE HOFFMAN TRUSTEE 1.50 X 0 0 0 GELARE MACON TRUSTEE 1.50 X 0 0 0 EILEEN WHITE READ TRUSTEE 1.50 X 0 0 0 DAWN SEYMOUR TRUSTEE 1.50 X 0 0 0 LINDA STIRLING TRUSTEE 1.50 X 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 40.00 X 245761 0 32072 DIANE WONDOLOWSKI DIR. OF FINANCE 40.00 X 100492 0 16484 DENISE KNAPP DIR. OF CONSERVATION & RES 40.00 X 133813 0 27720 JAIME ESCHETTE DIR. OF MARKETING & COMMUN 40.00 X 118289 0 12666 MELISSA PATRINO DIR. OF DEVELOPMENT 40.00 X 139404 0 12237 KEITH NEVISON DIR. HORTICULTURE & OPS 40.00 X 118091 0 13845 JILL FREELAND DIR. OF HUMAN RESOURCES 40.00 X 102100 0 19844 957950 0 134868 7 0 1 0 GRANITE CONSTRUCTION COMPANY PO BOX 742478 LOS ANGELES CA 90074 CONSTRUCTION 236586 BALANCE FINANCIAL PO BOX 2610 SANTA BARBARA CA 93101 ACCOUNTING 187720 CHANNEL ISLAND RESTORATION PO BOX 40228 SANTA BARBARA CA 93140 LANDSCAPING 138130 DUKE SEQUENCING AND GENOMIC TECHNOLOGIES 701 W MAIN ST STE 320 DURHAM NC 27701 GENOMIC SEQUENCING 116085 4 739913 152000 6561345 2290321 7453258 CONTRACTS 110000 1613906 1613906 ADMISSIONS 110000 1059546 1059546 EDUCATION PROGRAMS 110000 180447 180447 2853899 409633 409633 143161 0 143161 143161 143161 10924334 9039249 68662 1885085 -68662 1816423 1816423 123370 152000 96515 26855 26855 720695 377189 343506 343506 OTHER INCOME 900099 31008 31008 31008 13077743 3028068 0 2596417 X 394809 69458 255893 69458 4379989 3531800 264162 584027 158332 129474 7973 20885 588028 466862 41507 79659 370282 281516 38196 50570 195370 195370 51748 51748 125619 125619 1166410 1084741 37098 44571 25403 8204 25 17174 594276 430449 86022 77805 253756 3321 192599 57836 292726 169820 120910 1996 104783 73350 16239 15194 764449 681268 83181 274230 268654 1518 4058 PUBLICATIONS 102649 990 10190 91469 9842859 7199907 1476502 1166450 224549 334280 591890 3694690 558228 1302601 594113 560604 124593 113522 229766 217767 24220633 7404439 17563207 16816194 15818709 15739515 3000 3000 3173469 3248434 38881524 42030607 721999 612979 300509 337681 1022508 950660 X 25814318 25843640 12044698 15236307 37859016 41079947 38881524 42030607 X 3234884 -93748 79795 X X 0 1 X 1 1 1 X 2809163 3681482 3853748 3258984 7301258 20904635 2809163 3681482 3853748 3258984 7301258 20904635 2659910 18244725 382071 347601 368405 472685 409633 1980395 4609 3544 1495 1950 11598 25286 41797 29192 35940 31008 163223 23059851 0.79120 0.78820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118275 0 11914082 1000000 1542056 604088 13852050 10913522 1639541 638981 11914082 10920606 2000000 -1560006 447078 10913522 9922412 1433627 435433 10920606 8769086 500000 1095625 442299 9922412 0.27140 0.72860 0 0 2565686 2565686 16180670 3694210 12486460 4274598 3212399 1062199 935402 497830 437572 264277 264277 16816194 INTEREST IN PERPETUAL TRUSTS 1301329 INTEREST IN CHARITABLE REMAINDER TRUSTS 372614 CASH VALUE OF LIFE INSURANCE 268213 COLLECTIONS 118275 DESIGN AND ENTITLEMENT COSTS 1188003 3248434 X 12938171 -93748 79795 -13953 12952124 125619 125619 13077743 9717240 0 9717240 125619 125619 9842859 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, 2024, 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 2021 AND 2020, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS AND CASH SURRENDER VALUE OF LIFE INSURANCE 79,795. X 0 THE KELLOGG ORGANIZATION INC 485 JOSEPHINE STREET DENVER CO 80206 FUNDRAISING FOR CAPITAL CAMPAIGN 0 0 51748 -51748 51748 -51748 BEER GARDEN 144130 65500 78630 6540 3087 1375 10550 FORAGE & FEAST 83350 41500 41850 7319 9079 1100 4205 47890 45000 2890 5022 21264 1200 25774 275370 152000 123370 18881 33430 3675 40529 96515 26855 X X X 0 0 0 0 0 0 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 245761 0 0 0 0 0 11567 0 20505 0 277833 0 0 0 DENISE KNAPP DIR. OF CONSERVATION & RES 133813 0 0 0 0 0 4901 0 22819 0 161533 0 0 0 MELISSA PATRINO DIR. OF DEVELOPMENT 139404 0 0 0 0 0 5580 0 6657 0 151641 0 0 0 X 4 2290321 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS CIRCULATED TO THE FULL 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 COMPENSATION COMMITTEE CONDUCTS ANNUAL REVIEW AND RECOMMENDS COMPENSATION BASED ON PERFORMANCE AND NON-PROFIT SALARY SURVEYS TO THE EXECUTIVE COMMITTEE WHICH THEN RECOMMENDS APPROVAL TO THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 18 IN ORDER TO PROMOTE TRANSPARENCY, THE GARDEN'S FORM 990 AND FINANCIAL STATEMENTS ARE MADE AVAIBLE TO THE PUBLIC ON ITS WEBSITE. HTTPS://SBBOTANICGARDEN.ORG/ABOUT/FINANCIALS-MEDIA/ FORM 990, PART VI, SECTION C, LINE 19 THE GARDEN'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,084,741. MANAGEMENT AND GENERAL EXPENSES 37,098. FUNDRAISING EXPENSES 44,571. TOTAL EXPENSES 1,166,410. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS AND CASH SURRENDER VALUE OF LIFE INSURANCE 79,795. 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.