2022-09-01T15:28:03-05:00 2021-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2021-01-01 951644628 SANTA BARBARA BOTANIC GARDEN SANT 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 STEVEN WINDHAGER EXECUTIVE DIRECTOR 8056824726 2022-08-19 1 STEVEN WINDHAGER 999009999 CHRISLEY N REED CPA P00025230 8059629175 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEVEN WINDHAGER 1212 MISSION CANYON SANTA BARBARA CA 93105 13734350 0 X WWW.SBBG.ORG X 1926 CA TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 15 15 88 275 3544 0 2809163 3681482 1350287 2129899 597421 1202792 195493 394949 4952364 7409122 0 0 0 0 2943167 3546889 0 0 511007 2093338 2389027 5036505 5935916 -84141 1473206 40853837 41433162 3084953 619774 37768884 40813388 X TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET. 0 0 1646512 995129 THE HORTICULTURE PROGRAM CURATES, INSTALLS, AND MAINTAINS THE GARDEN'S LIVING COLLECTION WHICH ENCOMPASSES 78-ACRES OF NATIVE PLANTS INDICATIVE OF THE CALIFORNIA FLORISTIC PROVIDENCE AS WELL AS HISTORIC LANDMARKS DATING BACK TO 1806. THE PROGRAM ENSURES GUESTS, EXPERIENCE SEASONAL WILDFLOWER DISPLAYS, ECOSYSTEM-THEMED TRAILS THAT WALK ACROSS CA FROM DESERT TO REDWOOD, AND GARDENS THAT CELEBRATE TAXONOMIC DIVERSITY FROM RARE SPECIES TO ICONIC FIXTURES SUCH AS THE CA POPPY. NEWER GARDEN EXHIBITS EXPLORE "PLANTING WITH PURPOSE" THEMES SUCH AS WATER CONSERVATION, ATTRACTING WILDLIFE, AND FOOD GARDENING COMPANION PLANTING. THE PROGRAM STAFF ALSO MANAGES 2 PLANT NURSERIES - 1 OPEN TO THE PUBLIC AND 1 SUPPORTING CONSERVATION AND THE REGENERATION OF THE LIVING COLLECTION. 1997231 988945 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 SECURES CONSERVATION COLLECTIONS OF SEEDS, LIVING PLANTS, AND GENETIC TISSUE FOR STUDY - AND POTENTIAL RECOVERY IN THE EVENT OF A TRAGEDY. 362207 15447 THE EDUCATION PROGRAM AT THE GARDEN SUPPORTS THE MISSION OF CONSERVING CALIFORNIA'S NATIVE PLANTS BY INSPIRING LEARNING, ENGAGEMENT, AND ACTION. THE GARDEN GROUNDS PROVIDE A UNIQUE OUTDOOR CLASSROOM WHOSE DIVERSE COLLECTIONS OF NATIVE PLANTS SUPPORT A WIDE ARRAY OF EXPERIENCES IN NATURE. BY ENGAGING A DIVERSE CONSTITUENCY THROUGH LECTURES, ON AND OFF-SITE CLASSES, SYMPOSIUMS, DOCENT-LED TOURS, AND SUMMER PROGRAMS FOR STUDENTS, WE FACILITATE CONNECTIONS TO THE NATURAL WORLD AND FOSTER A PROFOUND AWARENESS OF NATIVE PLANTS.SUMMER PROGRAMS FOR STUDENTS AGES FIVE TO 10 ENABLE EXPLORATION AND UNDERSTANDING OF NATURE THROUGH ART, SCIENCE, AND HORTICULTURE, ASKING THEM TO OBSERVE, RECORD, AND PREDICT NATURAL PHENOMENA. THESE POPULAR PROGRAMS ARE DESIGNED TO ALIGN WITH THE CALIFORNIA COMMON CORE STATE STANDARDS, CALIFORNIA ENVIRONMENTAL EDUCATION INITIATIVE & NEXT-GENERATION SCIENCE STANDARDS. 203588 262427 GARDEN SHOP: TO SUPPORT GARDEN EDUCATION, COMMUNITY PROGRAMS, EXHIBITS AND DISPLAYS BY SELLING BOOKS, MAPS, GARDEN PUBLICATIONS, EDUCATIONAL TOOLS AND RELATED PRODUCTS, THEREBY GENERATING APPRECIATION AND KNOWLEDGE OF THE PLANT AND NATURAL SCIENCES. 203588 262427 4209538 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 88 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X DIANA PEREIRA 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 SAMANTHA DAVIS TRUSTEE 1.50 X 0 0 0 MARK FUNK TREASURER 2.75 X X 0 0 0 JOHN GABBERT VICE CHAIRMAN 2.75 X X 0 0 0 ELAINE GIBSON TRUSTEE 1.50 X 0 0 0 SARAH B GOWER TRUSTEE 1.50 X 0 0 0 VALERIE HOFFMAN CHAIRMAN 3.75 X X 0 0 0 WILLIAM MURDOCH TRUSTEE 1.50 X 0 0 0 GERRY RUBIN TRUSTEE 1.50 X 0 0 0 WARREN SCHULTHEIS TRUSTEE 1.50 X 0 0 0 KATHY SCROGGS SECRETARY 2.75 X X 0 0 0 JESSE SMITH TRUSTEE 1.50 X 0 0 0 ANN STEINMETZ TRUSTEE 1.50 X 0 0 0 HELENE SCHNEIDER TRUSTEE 1.50 X 0 0 0 SHARON BRADFORD TRUSTEE 1.50 X 0 0 0 GEORGE LEIS TRUSTEE 1.50 X 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 40.00 X 200314 0 14341 DENISE KNAPP DIR. OF CONSERVATION & RES 40.00 X 110980 0 10736 311294 0 25077 2 0 1 0 BALANCE FINANCIAL MANAGEMENT PO BOX 2610 SANTA BARBARA CA 93101 ACCOUNTING 158500 1 463689 21857 602526 2593410 175570 3681482 ADMISSIONS 110000 1147911 1147911 CONTRACTS 110000 968120 968120 EDUCATION PROGRAMS 110000 13868 13868 2129899 347601 347601 90252 0 90252 90252 90252 4479643 2374461 3713585 2285328 766058 89133 855191 855191 1025 21857 0 1025 1025 588190 326315 261875 3544 258331 OTHER INCOME 900099 41797 41797 41797 7409122 2261948 3544 1462148 X 214655 197483 17172 2303941 1901965 221978 179998 79712 66149 7336 6227 733229 562166 113681 57382 215352 163558 34937 16857 315 315 24400 24400 119985 119985 596905 260870 203732 132303 30247 4044 5333 20870 489012 349571 110056 29385 157930 70791 82034 5105 48304 21505 23581 3218 619126 551451 53103 14572 256048 238328 14249 3471 PUBLICATIONS 46755 19140 3168 24447 5935916 4209538 1215371 511007 667609 859986 448898 476599 38867 592367 679366 731114 109785 62817 100227 100544 23791614 5234189 21278124 18557425 15422638 17937386 144020 3000 1964303 2111924 40853837 41433162 396418 337386 158088 282388 2530447 0 3084953 619774 X 28482886 29306617 9285998 11506771 37768884 40813388 40853837 41433162 X 1473206 1423676 147622 X X 0 1 X 1 0 X 2634338 2154689 1852056 2809163 3681482 13131728 2634338 2154689 1852056 2809163 3681482 13131728 2461986 10669742 222550 380103 551310 382071 347601 1883635 -24939 -2609 684 4609 3544 -18711 403 44504 13063 25286 41797 125053 15121705 0.70560 0.64520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9922412 1433627 435433 10920606 8769086 500000 1095625 442299 9922412 7693610 1430058 354582 8769086 8267436 1035000 -939608 669218 7693610 6437854 1314798 1166101 651317 8267436 0.35820 0.46350 0.17830 0 0 2634348 2634348 16180670 3163364 13017306 2689025 1609331 1079694 700838 461494 239344 1586733 1586733 18557425 INTEREST IN PERPETUAL TRUSTS 1404483 INTEREST IN CHARITABLE REMAINDER TRUSTS 342126 CASH VALUE OF LIFE INSURANCE 247040 COLLECTIONS 118275 2111924 X 8860435 1423676 147622 1571298 7289137 119985 119985 7409122 5815931 0 5815931 119985 119985 5935916 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, 2021, 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 2018 AND 2017, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS 147,622. BEER GARDEN 22882 21857 1025 22882 21857 1025 1025 X X X 0 0 0 0 0 0 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 200314 0 0 0 0 0 7385 0 6956 0 214655 0 0 0 X 7 154140 FMV X VARIOUS ITEMS 9 21430 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B EXPLANATION OF NO CONTEMPORANEOUSLY DOCUMENTATION OF MEETINGS: THE GARDEN KEEPS WRITTEN AND APPROVED BOARD MINUTES FOR THE BOARD OF TRUSTEES MEETINGS AND THE EXECUTIVE COMMITTEE MEETINGS. THE GARDEN'S SUB-COMMITTEE MEETINGS RECORD AND KEEP WRITTEN NOTES OF THEIR MEETINGS, HOWEVER, NO MINUTES ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO ITS FILING. AFTER THE FINANCE COMMITTEE REVIEWS THE 990, THE FINANCE COMMITTEE WILL CIRCULATE THE 990 TO THE FULL BOARD AND RECOMMEND APPROVAL TO THE GOVERNING 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 SALARY COMMITTEE REVIEWS SEVERAL SURVEYS AND RECOMMENDS SALARY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES OR DISAPPROVES THE RECOMMENDATION. FORM 990, PART VI, SECTION C, LINE 18 THE GARDEN'S 990 AND FINANACIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE GARDEN'S WEBSITE; POLICIES AND FINANACIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 260,870. MANAGEMENT AND GENERAL EXPENSES 203,732. FUNDRAISING EXPENSES 132,303. TOTAL EXPENSES 596,905. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 147,622. 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.