2023-10-10T18:37:07-05:00 2022-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2022-01-01 951643377 SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS SANT 8059648326 5399 OVERPASS ROAD SANTA BARBARA CA 931112082 JOHN CORBY CHAIR 8059648326 2023-10-10 1 JOHN CORBY 999009999 0 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANTA BARBARA HUMANE KERRI BURNS 5399 OVERPASS ROAD SANTA BARBARA CA 931112082 18771625 0 X SBHUMANE.ORG X 1887 CA BE CHAMPIONS FOR ANIMALS AND PEOPLE WHO LOVE THEM; CREATE A HAPPY, HEALTHY COMMUNITY FOR ALL 7 7 79 12 0 0 3856499 3381140 1245759 789942 2861945 550379 329076 573348 8293279 5294809 0 0 0 0 3316009 3505046 0 27174 743780 2004866 2298703 5320875 5830923 2972404 -536114 53771826 48980595 326921 620745 53444905 48359850 X 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. 0 0 2052948 592857 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. 1850684 114158 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. 82927 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. 3903632 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SANTA BARBARA HUMANE OFFICE 8059644777 5399 OVERPASS RD SANTA BARBARA CA 93111 JANET AMES RESIGNED TREASURER 2.00 X X 0 0 0 JOHN CORBY CHAIR 2.00 X X 0 0 0 SUSAN RODRIGUEZ VICE CHAIR 2.00 X X 0 0 0 MITCH TELSON RESIGNED SECRETARY 2.00 X X 0 0 0 SOFIA LARIZ DIRECTOR 2.00 X 0 0 0 NICOLE WICHOWSKI TREASURER 2.00 X X 0 0 0 CRYSTAL KNEPLER DIRECTOR 2.00 X 0 0 0 CHAD PRENTICE SECRETARY 2.00 X X 0 0 0 STEVE GOLIS DIRECTOR 2.00 X 0 0 0 ERNESTO PAREDES RESIGNED DIRECTOR 2.00 X 0 0 0 KERRI BURNS CEO 40.00 X 208201 0 13603 KATIE MARRIE CHIEF VETERINARY OFFICER 40.00 X 176045 0 9026 DORI VILLALON CHIEF OPERATIONS OFFICER 40.00 X 150409 0 5820 TINA TAYLOR VETERINARIAN 40.00 X 117504 0 8322 ANDREA HERNANDEZ VETERINARIAN 40.00 X 105321 0 0 757480 0 36771 5 0 1 0 DMHA ARCHITECTURE AND INTERIOR DESIGN 1 N CALLE CEASAR CHAVEZ 102 SANTA BARBARA CA 93103 ARCHITECTURE 702008 JUDY PARTCH 5399 OVERPASS ROAD SANTA BARBARA CA 93111 PROJECT MANAGEMENT 112388 BALANCE FINANCIAL MANAGEMENT PO BOX 2610 SANTA BARBARA CA 93120 OUTSIDE ACCOUNTING 105754 3 966397 2414743 105281 3381140 VETERINARY CARE 900099 592857 592857 SHELTERING AND REHOMING 900099 114158 114158 TRAINING AND REHABILITATION 900099 82927 82927 789942 1431688 1431688 81429 81429 12595507 13476816 -881309 -881309 -881309 427603 0 427603 427603 OTHER INCOME 900099 64316 64316 64316 5294809 1281861 0 631808 794251 486432 100672 207147 2225333 1836202 246996 142135 40343 31031 4645 4667 223560 171960 25740 25860 221559 170421 25510 25628 14088 14088 239931 239931 27174 27174 127990 127990 183353 124103 49065 10185 264925 9615 7415 247895 110310 42641 44988 22681 107895 21023 60758 26114 244864 183113 61208 543 51558 32926 16753 1879 270269 243242 27027 66777 989 65788 MEDICATIONS 313252 313252 CLINIC SUPPLIES 131556 131556 PROPERTY TAXES AND FEES 68134 1325 64937 1872 RETAIL 41915 41915 61886 61886 5830923 3903632 1183511 743780 1059350 1888554 4234680 2001215 67564 176585 10106163 3790501 5154206 6315662 23930300 23231774 18752606 14621899 573120 744906 53771826 48980595 326921 620745 326921 620745 X 29687800 26172312 23757105 22187538 53444905 48359850 53771826 48980595 X -536114 -4743655 24179 170535 X X 0 1 X 1 0 X 7695213 1185004 2802578 3856499 3527540 19066834 7695213 1185004 2802578 3856499 3527540 19066834 6202062 12864772 945540 1123672 1082343 1187747 1431688 5770990 24837824 3388718 0.51800 0.44740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23757105 -1920002 880040 20957063 22321129 2316016 880040 23757105 20876303 2324866 880040 22321129 18018751 3737592 880040 20876303 18821061 77730 880040 18018751 0.59989 0.40011 0 0 117917 117917 6719627 2505397 4214230 343645 302816 40829 1313624 982288 331336 1611350 1611350 6315662 TIAA-CREF CORE IMPACT 1542818 F PIMCO INCOME INSTL 3179871 F CALVERT GREEN BOND I 1004351 F CLIFFWATER CORP FUND 4321455 F CLIFFWATER ENHANCED FUND 2876545 F VANGUARD SHORT TERM 1696859 F 14621899 X 740099 -4743655 146400 170535 -4426720 5166819 127990 127990 5294809 5849333 146400 146400 5702933 127990 127990 5830923 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. X X 1 EDRY & ASSOCIATES 2611 BLANCHARD ROAD SANTA ROSA CA 93012 GRANT WRITER 0 431200 27174 404026 431200 27174 404026 CA X 0 0 0 0 0 0 0 0 0 KERRI BURNS CEO 208201 0 0 0 0 0 8747 0 4856 0 221804 0 0 0 KATIE MARRIE CHIEF VETERINARY OFFICER 176045 0 0 0 0 0 6655 0 2371 0 185071 0 0 0 DORI VILLALON CHIEF OPERATIONS OFFICER 150409 0 0 0 0 0 5820 0 0 0 156229 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE SALARY AND ALL BENEFITS OF THE CEO. BLUE ISLE BOOKKEEPING TREASURER IS CO-OWNER OF BLUE ISLE BOOKKEEPING 12520 BLUE ISLE BOOKKEEPING PROVIDES BOOKKEEPING SERVICES TO SANTA BARBARA HUMANE. 0 X 2 102391 FMV X DONATED GOODS 13 2890 ESTIMATED FMV 0 0 0 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.