SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMA: Form 990, tax year 2022
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- Organization
- SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMA (EIN 95-1643377)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202312839349302256
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T18:37:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953680171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CARRILLO STREET SUITE 300 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931017141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA HUMANE SOCIETY FOR | BusinessNameLine1Txt |
| Business Name Line2 | THE PREVENTION OF CRUELTY TO ANIMALS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8059648326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5399 OVERPASS ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931112082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CORBY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8059648326 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CORBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISLEY N REED CPA | PreparerPersonNm |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA HUMANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KERRI BURNS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5399 OVERPASS ROAD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931112082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,771,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SBHUMANE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BE CHAMPIONS FOR ANIMALS AND PEOPLE WHO LOVE THEM; CREATE A HAPPY, HEALTHY COMMUNITY FOR ALL | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,856,499 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,381,140 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,245,759 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $789,942 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,861,945 | PYInvestmentIncomeAmt |
| CY Investment Income | $550,379 | CYInvestmentIncomeAmt |
| PY Other Revenue | $329,076 | PYOtherRevenueAmt |
| CY Other Revenue | $573,348 | CYOtherRevenueAmt |
| PY Total Revenue | $8,293,279 | PYTotalRevenueAmt |
| CY Total Revenue | $5,294,809 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,316,009 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,505,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $27,174 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $743,780 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,004,866 | PYOtherExpensesAmt |
| CY Other Expenses | $2,298,703 | CYOtherExpensesAmt |
| PY Total Expenses | $5,320,875 | PYTotalExpensesAmt |
| CY Total Expenses | $5,830,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,972,404 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$536,114 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,771,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,980,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $326,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $620,745 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,444,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,359,850 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SANTA BARBARA HUMANE OPERATES TWO CAMPUSES LOCATED IN SANTA BARBARA AND SANTA MARIA PROVIDING CARE FOR COMMUNITY-OWNED AND HOMELESS ANIMALS. BOTH CAMPUSES OFFER AFFORDABLE HIGH QUALITY VETERINARY CARE, COMPASSIONATE BEHAVIOR TRAINING PROGRAMS, AND A RELINQUISHMENT PROGRAM FOR OWNERS WHO CAN NO LONGER CARE FOR THEIR PETS. HOMELESS ANIMALS RECEIVE MEDICAL CARE, SHELTER, AND BASIC BEHAVIOR TRAINING UNTIL THEIR ADOPTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,052,948 | ExpenseAmt |
| Revenue | $592,857 | RevenueAmt |
| Desc | VETERINARY CARE: FAMILIES UTILIZED SHELTER CLINIC SERVICES FOR CARE FOR THEIR ANIMALS FROM BASIC SERVICES LIKE VACCINES TO MORE INTENSE NEEDS LIKE ENUCLEATIONS AND AMPUTATIONS. OF THE 20,426 SERVICES PERFORMED AT AFFORDABLE COSTS, 3,945 FAMILIES UTILIZED A DONOR-FUNDED MEDICAL ASSISTANCE PROGRAM. BECAUSE PROHIBITIVE VETERINARY COSTS ARE A COMMON REASON WHY FAMILIES RELINQUISH THEIR PETS, THIS PROGRAM ULTIMATELY KEPT ANIMALS HEALTHY AND IN THEIR HOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,850,684 | ExpenseAmt |
| Revenue | $114,158 | RevenueAmt |
| Desc | SHELTERING AND ADOPTIONS: OUR TRANSFER PROGRAM SUPPORTING REGIONAL OVERCROWDED SHELTERS SOURCED 622 ANIMALS FOR THE ADOPTION PROGRAM AND PROVIDED TEMPORARY SHELTER FOR 129 STRAY ANIMALS LOCALLY. WITH OUR OPEN-ADMISSION SHELTER POLICY WE ALSO PROVIDED A NEW CHANCE FOR 978 PUBLICLY SURRENDERED ANIMALS TO RECEIVE CARE AND AN OPPORTUNITY FOR A NEW HOME WITHOUT BEING PRE-SCREENED FOR AGE, HEALTH, OR OTHER CONCERNS. A LARGE PORTION OF THE PROGRAM EXPENSES ENSURED HOMELESS ANIMALS WERE READY FOR ADOPTION, INCLUDING AN INITIAL MEDICAL EXAM, A BEHAVIOR ASSESSMENT, AND BASIC OBEDIENCE TRAINING ALONG WITH SHELTER, FOOD, AND CARE. IN TOTAL, 1,666 ANIMALS WERE PLACED IN LOVING HOMES IN 2022. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $82,927 | RevenueAmt |
| Desc | TRAINING AND REHABILITATION: THROUGH THE CONFIDENT CANINE SCHOOL OF BEHAVIOR, AFFORDABLE TRAINING WAS OFFERED AT BOTH CAMPUSES FOR FAMILIES AND PETS WHO GAINED SKILLS TO LIMIT UNCOMFORTABLE EXPERIENCES AND INCREASE TRUST. SCHOLARSHIPS WERE PROVIDED FOR THOSE WHO NEEDED FINANCIAL SUPPORT TO ENSURE NO ONE WAS TURNED AWAY. SHELTER ANIMALS RECEIVED INDIVIDUALIZED ATTENTION BEGINNING WITH A BEHAVIOR ASSESSMENT UPON INTAKE, AND ANY DOGS WHO NEEDED EXTRA ATTENTION WERE ASSIGNED A BEHAVIOR TREATMENT PLAN FOR DAILY ATTENTION, PROVIDING THE BEST CHANCE AT SUCCEEDING IN THEIR FUTURE HOMES. SB HUMANE WAS ABLE TO ASSIST 1,875 ANIMALS THROUGH THE SHELTER PROGRAM AND 1,031 FAMILIES THROUGH PUBLIC CLASSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,903,632 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA HUMANE OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059644777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5399 OVERPASS RD | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JANET AMES RESIGNED | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN CORBY | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN RODRIGUEZ | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MITCH TELSON RESIGNED | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SOFIA LARIZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE WICHOWSKI | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRYSTAL KNEPLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAD PRENTICE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE GOLIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNESTO PAREDES RESIGNED | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRI BURNS | |||||||
| CEO | 40.00 | Yes (X) | $208,201 | $0 | $13,603 | ||
| KATIE MARRIE | |||||||
| CHIEF VETERINARY OFFICER | 40.00 | $176,045 | $0 | $9,026 | Yes (X) | ||
| DORI VILLALON | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $150,409 | $0 | $5,820 | Yes (X) | ||
| TINA TAYLOR | |||||||
| VETERINARIAN | 40.00 | $117,504 | $0 | $8,322 | Yes (X) | ||
| ANDREA HERNANDEZ | |||||||
| VETERINARIAN | 40.00 | $105,321 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $757,480 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,771 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DMHA ARCHITECTURE AND INTERIOR DESIGN | |||||
| 1 N CALLE CEASAR CHAVEZ 102 | SANTA BARBARA | CA | 93103 | ARCHITECTURE | $702,008 |
| JUDY PARTCH | |||||
| 5399 OVERPASS ROAD | SANTA BARBARA | CA | 93111 | PROJECT MANAGEMENT | $112,388 |
| BALANCE FINANCIAL MANAGEMENT | |||||
| PO BOX 2610 | SANTA BARBARA | CA | 93120 | OUTSIDE ACCOUNTING | $105,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $966,397 | GovernmentGrantsAmt |
| All Other Contributions | $2,414,743 | AllOtherContributionsAmt |
| Noncash Contributions | $105,281 | NoncashContributionsAmt |
| Total Contributions | $3,381,140 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VETERINARY CARE | 900099 | $592,857 | $592,857 |
| SHELTERING AND REHOMING | 900099 | $114,158 | $114,158 |
| TRAINING AND REHABILITATION | 900099 | $82,927 | $82,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $789,942 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,431,688 | TotalRevenueColumnAmt |
| Exclusion | $1,431,688 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,429 | TotalRevenueColumnAmt |
| Exclusion | $81,429 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,595,507 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,476,816 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$881,309 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$881,309 | TotalRevenueColumnAmt |
| Exclusion | -$881,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $427,603 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427,603 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $64,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,316 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,294,809 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,281,861 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $631,808 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,251 | TotalAmt |
| Program Services | $486,432 | ProgramServicesAmt |
| Management And General | $100,672 | ManagementAndGeneralAmt |
| Fundraising | $207,147 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,333 | TotalAmt |
| Program Services | $1,836,202 | ProgramServicesAmt |
| Management And General | $246,996 | ManagementAndGeneralAmt |
| Fundraising | $142,135 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,343 | TotalAmt |
| Program Services | $31,031 | ProgramServicesAmt |
| Management And General | $4,645 | ManagementAndGeneralAmt |
| Fundraising | $4,667 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,560 | TotalAmt |
| Program Services | $171,960 | ProgramServicesAmt |
| Management And General | $25,740 | ManagementAndGeneralAmt |
| Fundraising | $25,860 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,559 | TotalAmt |
| Program Services | $170,421 | ProgramServicesAmt |
| Management And General | $25,510 | ManagementAndGeneralAmt |
| Fundraising | $25,628 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,088 | TotalAmt |
| Management And General | $14,088 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,931 | TotalAmt |
| Management And General | $239,931 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,174 | TotalAmt |
| Fundraising | $27,174 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,990 | TotalAmt |
| Management And General | $127,990 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,353 | TotalAmt |
| Program Services | $124,103 | ProgramServicesAmt |
| Management And General | $49,065 | ManagementAndGeneralAmt |
| Fundraising | $10,185 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,925 | TotalAmt |
| Program Services | $9,615 | ProgramServicesAmt |
| Management And General | $7,415 | ManagementAndGeneralAmt |
| Fundraising | $247,895 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,310 | TotalAmt |
| Program Services | $42,641 | ProgramServicesAmt |
| Management And General | $44,988 | ManagementAndGeneralAmt |
| Fundraising | $22,681 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,895 | TotalAmt |
| Program Services | $21,023 | ProgramServicesAmt |
| Management And General | $60,758 | ManagementAndGeneralAmt |
| Fundraising | $26,114 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,864 | TotalAmt |
| Program Services | $183,113 | ProgramServicesAmt |
| Management And General | $61,208 | ManagementAndGeneralAmt |
| Fundraising | $543 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,558 | TotalAmt |
| Program Services | $32,926 | ProgramServicesAmt |
| Management And General | $16,753 | ManagementAndGeneralAmt |
| Fundraising | $1,879 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,269 | TotalAmt |
| Program Services | $243,242 | ProgramServicesAmt |
| Management And General | $27,027 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,777 | TotalAmt |
| Program Services | $989 | ProgramServicesAmt |
| Management And General | $65,788 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICATIONS | $313,252 | $313,252 | ||
| CLINIC SUPPLIES | $131,556 | $131,556 | ||
| PROPERTY TAXES AND FEES | $68,134 | $1,325 | $64,937 | $1,872 |
| RETAIL | $41,915 | $41,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,886 | TotalAmt |
| Program Services | $61,886 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,830,923 | TotalAmt |
| Program Services | $3,903,632 | ProgramServicesAmt |
| Management And General | $1,183,511 | ManagementAndGeneralAmt |
| Fundraising | $743,780 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,350 | BOYAmt |
| EOY | $1,888,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,234,680 | BOYAmt |
| EOY | $2,001,215 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,564 | BOYAmt |
| EOY | $176,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,106,163 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,790,501 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,154,206 | BOYAmt |
| EOY | $6,315,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,930,300 | BOYAmt |
| EOY | $23,231,774 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,752,606 | BOYAmt |
| EOY | $14,621,899 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,120 | BOYAmt |
| EOY | $744,906 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,771,826 | BOYAmt |
| EOY | $48,980,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,921 | BOYAmt |
| EOY | $620,745 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,921 | BOYAmt |
| EOY | $620,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,687,800 | BOYAmt |
| EOY | $26,172,312 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,757,105 | BOYAmt |
| EOY | $22,187,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,444,905 | BOYAmt |
| EOY | $48,359,850 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,771,826 | BOYAmt |
| EOY | $48,980,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$536,114 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,743,655 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $24,179 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $170,535 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,695,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,185,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,802,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,856,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,527,540 | CurrentTaxYearAmt |
| Total | $19,066,834 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,695,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,185,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,802,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,856,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,527,540 | CurrentTaxYearAmt |
| Total | $19,066,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,202,062 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,864,772 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $945,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,123,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,082,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,187,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,431,688 | CurrentTaxYearAmt |
| Total | $5,770,990 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,837,824 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,388,718 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,757,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,920,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,040 | OtherExpendituresAmt |
| End Year Balance | $20,957,063 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,321,129 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,316,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,040 | OtherExpendituresAmt |
| End Year Balance | $23,757,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,876,303 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,324,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,040 | OtherExpendituresAmt |
| End Year Balance | $22,321,129 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,018,751 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,737,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,040 | OtherExpendituresAmt |
| End Year Balance | $20,876,303 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,821,061 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $880,040 | OtherExpendituresAmt |
| End Year Balance | $18,018,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.59989 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40011 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,917 | OtherCostOrOtherBasisAmt |
| Book Value | $117,917 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,719,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,505,397 | DepreciationAmt |
| Book Value | $4,214,230 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,816 | DepreciationAmt |
| Book Value | $40,829 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,313,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $982,288 | DepreciationAmt |
| Book Value | $331,336 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,611,350 | OtherCostOrOtherBasisAmt |
| Book Value | $1,611,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,315,662 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TIAA-CREF CORE IMPACT | $1,542,818 | F |
| PIMCO INCOME INSTL | $3,179,871 | F |
| CALVERT GREEN BOND I | $1,004,351 | F |
| CLIFFWATER CORP FUND | $4,321,455 | F |
| CLIFFWATER ENHANCED FUND | $2,876,545 | F |
| VANGUARD SHORT TERM | $1,696,859 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,621,899 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $740,099 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,743,655 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $146,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $170,535 | OtherRevenueAmt |
| Revenue Not Reported | -$4,426,720 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,166,819 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $127,990 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $127,990 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,294,809 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,849,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $146,400 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $146,400 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,702,933 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $127,990 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $127,990 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,830,923 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY PLANS TO LEAVE REINVESTED GAINS IN PERPETUITY UNLESS ALLOCATED FOR OTHER PURPOSES BY RESOLUTION OF THE BOARD. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR MONTHLY DISTRIBUTION AN ANNUAL TOTAL OF APROXIMATELY 4% OF ITS ENDOWMENT FUND'S FAIR VALUE OF THE PRIOR CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTIONS ARE PLANNED. |
| PART X, LINE 2: | THE SOCIETY 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 SOCIETY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE SOCIETY FILES TAX RETURNS IN U.S. FEDERAL AND CALIFORNIA JURISDICTIONS. THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL, AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2019 AND 2018 RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DECREASE IN VALUE OF INTEREST IN PERPETUAL TRUST -56,041. NET UNREALIZED GAIN ON OTHER ASSETS 226,576. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDRY & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2611 BLANCHARD ROAD | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $431,200 | GrossReceiptsAmt |
| Retained By Contractor | $27,174 | RetainedByContractorAmt |
| Net To Organization | $404,026 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $431,200 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $27,174 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $404,026 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KERRI BURNS | ||||||||||||||
| CEO | $208,201 | $0 | $0 | $0 | $0 | $0 | $8,747 | $0 | $4,856 | $0 | $221,804 | $0 | $0 | $0 |
| KATIE MARRIE | ||||||||||||||
| CHIEF VETERINARY OFFICER | $176,045 | $0 | $0 | $0 | $0 | $0 | $6,655 | $0 | $2,371 | $0 | $185,071 | $0 | $0 | $0 |
| DORI VILLALON | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $150,409 | $0 | $0 | $0 | $0 | $0 | $5,820 | $0 | $0 | $0 | $156,229 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD APPROVES THE SALARY AND ALL BENEFITS OF THE CEO. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLUE ISLE BOOKKEEPING | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TREASURER IS CO-OWNER OF BLUE ISLE BOOKKEEPING | RelationshipDescriptionTxt |
| Transaction | $12,520 | TransactionAmt |
| Transaction | BLUE ISLE BOOKKEEPING PROVIDES BOOKKEEPING SERVICES TO SANTA BARBARA HUMANE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,391 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED GOODS | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE AND IS APPROVED BY THE BOARD AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SANTA BARBARA HUMANE DOES HAVE A CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS, OFFICERS, DIRECTORS, TRUSTEES, COMMITTEE MEMBERS, STAFF AND VOLUNTEERS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHEN ELECTED, APPOINTED, OR HIRED AND EACH YEAR THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS COMPENSATION COMMITTEE MEETS IN NOVEMBER OF EACH YEAR TO REVIEW THE CEO'S SALARY. THE PROCESS USED IS TO COMPARE OTHER CEO PAY, PREVIOUS HISTORY OF COMPENSATION OF THE CEO OF THE SANTA BARBARA HUMANE, AND EVALUATION OF THE CEO'S PERFORMANCE. THE COMPENSATION COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS IN NOVEMBER OF EACH YEAR. THE DECISION ON COMPENSATION (NOT THE PROCESS) IS RECORDED IN THE EXECUTIVE SESSION BOARD MEETING MINUTES. THE CEO IS NOT PRESENT DURING ANY OF THESE MEETINGS WHEN HIS OR HER COMPENSATION IS BEING DISCUSSED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DECREASE IN VALUE OF INTEREST IN PERPETUAL TRUST -56,041. NET UNREALIZED GAIN ON OTHER ASSETS 226,576. NET ASSETS ACQUIRED VIA ACQUISITION |
| FORM 990, PAGE 11, PART XI, LINE 2C | RESPONSIBILITY OF THE ACCOUNTANT AND AUDITED FINANCIAL STATEMENTS: THE AUDIT COMMITTEE MEETS EACH YEAR FOR THE FOLLOWING PROCESS: (1) REVIEW THE ENGAGEMENT LETTER PREPARED BY THE INDEPENDENT AUDITOR. (2) NEGOTIATE CHANGES OR MAKE RECOMMEND CHANGES. (3) AT THE NEXT AVAILABLE BOARD OF DIRECTORS MEETING, REPORT TO THE BOARD OF DIRECTORS ON ANY RECOMMENDED CHANGES. (4) APPROVE AND SIGN THE FINAL ENGAGEMENT LETTER. (5) SET THE INDEPENDENT AUDIT DATE WITH THE EXECUTIVE DIRECTOR. (6) REVIEW THE FINDINGS OF THE INDEPENDENT AUDIT ONCE COMPLETED. (7) DISCUSS FINDINGS WITH THE EXECUTIVE DIRECTOR AND/OR THE INDEPENDENT AUDITOR. (8) TAKE INDEPENDENT AUDIT TO NEXT SCHEDULED BOARD OF DIRECTORS MEETING FOR ACCEPTANCE (OR NOT) AND APPROVAL. (9) REVIEW MANAGEMENT REPRESENTATION LETTER AND REPORT TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI | PER THE BYLAWS, THE SANTA BARBARA HUMANE HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE PRESIDENT, VICE-PRESIDENT, SECRETARY, TREASURER, AND ONE OTHER ELECTED BY THE DIRECTORS FROM THE BOARD MEMBERSHIP. THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN REGULAR MEETINGS ONLY IN EMERGENCIES WHEN TIME IS OF THE ESSENCE. SUCH ACTION IS REPORTED TO THE BOARD AT ITS NEXT FOLLOWING MEETING FOR INCLUSION IN THE MINUTES. THE EXECUTIVE COMMITTEE MET IN 2022. |
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