2022-11-15T17:04:47-06:00 2021-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2021-01-01 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 2022-11-15 1 JOHN CORBY 999009999 CHRISLEY N REED CPA P00025230 8059629175 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SANTA BARBARA HUMANE KERRI BURNS 5399 OVERPASS ROAD SANTA BARBARA CA 931112082 18310251 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 76 4 0 0 2743180 3856499 642159 1245759 6886596 2861945 241983 329076 10513918 8293279 0 0 0 0 3131666 3316009 0 0 853613 1338320 2004866 4469986 5320875 6043932 2972404 49314856 53771826 282676 326921 49032180 53444905 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 1555367 1101359 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 MORE THAN 25,000 SERVICES PERFORMED AT AFFORDABLE COSTS, MORE THAN 1,000 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. 1706255 98459 SHELTERING AND ADOPTIONS: OUR TRANSFER PROGRAM SUPPORTING REGIONAL OVERCROWDED SHELTERS SOURCED 383 ANIMALS FOR THE ADOPTION PROGRAM AND PROVIDED TEMPORARY SHELTER FOR MORE THAN 110 STRAY ANIMALS LOCALLY. WITH OUR OPEN-ADMISSION SHELTER POLICY WE ALSO PROVIDED A NEW CHANCE FOR 827 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, 1,263 ANIMALS WERE PLACED IN LOVING HOMES IN 2021. 91995 45941 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. WITH THE ADDITION OF FOUR NEW MEMBERS TO THE TEAM, THE ORGANIZATION WAS ABLE TO ASSIST 1,468 ANIMALS THROUGH THE SHELTER PROGRAM AND MORE THAN 700 FAMILIES THROUGH PUBLIC CLASSES. 3353617 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 76 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 TREASURER 2.00 X X 0 0 0 JOHN CORBY VICE CHAIR 2.00 X X 0 0 0 SUSAN RODRIGUEZ CHAIR 2.00 X X 0 0 0 MITCH TELSON SECRETARY 2.00 X X 0 0 0 SOFIA LARIZ DIRECTOR 2.00 X 0 0 0 NICOLE WICHOWSKI DIRECTOR 2.00 X 0 0 0 CRYSTAL KNEPLER DIRECTOR 2.00 X 0 0 0 MIKE INKROTT RESIGNED 22021 DIRECTOR 2.00 X 0 0 0 CLAIRE SHEEHY RESIGNED 62021 DIRECTOR 2.00 X 0 0 0 KERRI BURNS CEO 40.00 X 214372 0 6371 KATIE MARRIE CHIEF VETERINARY OFFICER 40.00 X 159660 0 3493 DORI VILLALON CHIEF OPERATIONS OFFICER 40.00 X 142860 0 4670 SOFIA RODRIGUEZ VP OF PHILANTHROPY AND OUTREACH 40.00 X 115792 0 2317 TINA TAYLOR VETERINARIAN 40.00 X 109103 0 3469 741787 0 20320 5 0 1 0 DMHA ARCHITECTURE AND INTERIOR DESIGN 1 N CALLE CEASAR CHAVEZ 102 SANTA BARBARA CA 93103 ARCHITECTURE 218589 1 3856499 6702 3856499 VETERINARY CARE 900099 1101359 1101359 SHELTERING AND REHOMING 900099 98459 98459 TRAINING AND REHABILITATION 900099 45941 45941 1245759 1187747 1187747 42945 42945 11691170 10016972 1674198 1674198 1674198 218634 0 218634 218634 OTHER INCOME 900099 67497 67497 67497 8293279 1531890 0 2904890 762107 469227 120359 172521 2354580 1851302 148280 354998 199322 156725 12550 30047 10077 10077 117824 117824 101780 101780 197497 65047 112199 20251 484043 2548 228982 252513 189060 138960 45513 4587 130942 45923 83702 1317 24589 13400 9893 1296 226551 203896 22655 63392 50714 6339 6339 MEDICATIONS 297791 279082 18510 199 REPAIRS AND MAINTENANCE 58118 28694 28900 524 PROPERTY TAXES AND FEES 30228 3483 26357 388 DUES AND SUBSCRIPTIONS 29990 8983 13211 7796 42984 35633 6514 837 5320875 3353617 1113645 853613 830772 1059350 2333442 4234680 68918 67564 8663901 3509695 5117420 5154206 24434668 23930300 16059194 18752606 470442 573120 49314856 53771826 282676 326921 282676 326921 X 24109892 29687800 24922288 23757105 49032180 53444905 49314856 53771826 X 2972404 1339653 100668 X X 0 1 X 1 0 X 737643 7695213 1185004 2802578 3856499 16276937 737643 7695213 1185004 2802578 3856499 16276937 6657664 9619273 886238 945540 1123672 1082343 1187747 5225540 21502477 3897975 0.44740 0.40480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22321129 2316016 880040 23757105 20876303 2324866 880040 22321129 18018751 3737592 880040 20876303 18821061 77730 880040 18018751 17496911 2204190 880040 18821061 0.56320 0.43680 0 0 117917 117917 6719627 1924009 4795618 306501 302923 3578 1282763 1282763 0 237093 237093 5154206 TIAA-CREF CORE IMPACT 4308394 F PIMCO INCOME INSTL 3596432 F CALVERT GREEN BOND I 3262848 F CALVERT HIGH YIELD BOND I 2517946 F PAX HIGH YIELD BOND INST 2507806 F CLIFFWATER CORP FUND 2559180 F 18752606 X 9631730 1339653 100668 1440321 8191409 101870 101870 8293279 5219005 0 5219005 101870 101870 5320875 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, 2021, 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 2018 AND 2017 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF INTEREST IN PERPETUAL TRUST 20,899. NET UNREALIZED LOSS ON OTHER ASSETS 79,769. X 0 0 0 0 0 0 0 0 0 KERRI BURNS CEO 214372 0 0 0 0 0 2954 0 3417 0 220743 0 0 0 KATIE MARRIE CHIEF VETERINARY OFFICER 159660 0 0 0 0 0 1673 0 1820 0 163153 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 40525 BLUE ISLE BOOKKEEPING PROVIDES BOOKKEEPING SERVICES TO SANTA BARBARA HUMANE. 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: INCREASE IN VALUE OF INTEREST IN PERPETUAL TRUST 20,899. NET UNREALIZED GAIN ON OTHER ASSETS 79,769. 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 2021.