2021-06-22T12:53:48-05:00 2020-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2020-01-01 951643377 SANTA BARBARA HUMANE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS SANT 8059648326 5399 OVERPASS ROAD SANTA BARBARA CA 931112082 KERRI BURNS CEO 8059648326 2021-06-17 1 KERRI BURNS 999009999 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SANTA BARBARA HUMANE KERRI BURNS 5399 OVERPASS ROAD SANTA BARBARA CA 931112082 43174179 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 88 347 0 0 1185004 2743180 732605 642159 1105851 6886596 43972 241983 3067432 10513918 79100 0 0 0 2256864 3131666 0 0 322622 1154687 1338320 3490651 4469986 -423219 6043932 41824203 49314856 215742 282676 41608461 49032180 SANTA BARBARA & SANTA MARIA CAMPUSES OFFER AFFORDABLE HIGH QUALITY VETERINARY CARE, COMPASSIONATE BEHAVIOR TRAINING PROGRAMS & A RELINQUISHMENT PROGRAM FOR OWNERS WHO CAN NO LONGER CARE FOR THEIR PETS. HOMELESS ANIMALS RECEIVE MEDICAL CARE, SHELTER & TRAINING. 0 0 1563978 591518 VETERINARY CARE: THE PANDEMIC CAUSED A MAJOR SHIFT IN COMMUNITY NEED FOR AFFORDABLE, HIGH QUALITY VETERINARY CARE. FAMILIES WHO HAD NEVER UTILIZED SHELTER CLINIC SERVICES WERE REACHING OUT 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 NEW 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. 1818387 195944 SHELTERING AND REHOMING: DESPITE AN INITIAL CLOSURE OF SERVICES DUE TO THE PANDEMIC, A ROBUST TRANSFER PROGRAM SUPPORTING REGIONAL OVERCROWDED SHELTERS SOURCED 824 ANIMALS FOR THE ADOPTION PROGRAM AND PROVIDED TEMPORARY SHELTER FOR MORE THAN 100 STRAY ANIMALS LOCALLY. A SHIFT IN OPERATIONS TO AN OPEN-ADMISSION SHELTER ALSO ENABLED FOR 498 PUBLICLY SURRENDERED ANIMALS TO RECEIVE CARE AND 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. ADOPTIONS WERE SO SWIFT THAT THE LENGTH OF STAY FOR ANIMALS RARELY EXTENDED PAST THREE DAYS. IN TOTAL, 1,433 ANIMALS WERE PLACED IN LOVING HOMES IN 2020. 125494 22674 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 1,322 ANIMALS THROUGH THE SHELTER PROGRAM AND MORE THAN 500 FAMILIES THROUGH PUBLIC CLASSES. 3507859 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 3 0 1 88 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 KIERAN OSBORNE VICE-PRESIDENT 1.50 X X 0 0 0 JANET AMES TREASURER & SECRETARY 1.50 X X 0 0 0 JOHN CORBY DIRECTOR 1.00 X 0 0 0 SUSAN RODRIGUEZ DIRECTOR 1.00 X 0 0 0 MITCH TELSON DIRECTOR 1.00 X 0 0 0 BOB YOST PRESIDENT 2.00 X X 0 0 0 KERRI BURNS CEO 40.00 X 184374 0 21356 KATIE MARRIE VP OF VETERINARY MEDICINE 40.00 X 148746 0 13538 DORI VILLALON VP OF CAMPUS OPERATIONS 40.00 X 136256 0 16206 469376 0 51100 3 0 1 0 0 2743180 2743180 VETERINARY CARE 900099 493515 493515 SHELTERING AND REHOMING 900099 125970 125970 TRAINING AND REHABILITATION 900099 22674 22674 642159 1051812 1051812 30531 30531 38486945 8100 32660261 0 5826684 8100 5834784 5834784 167977 0 167977 167977 OTHER INCOME 900099 43475 43475 43475 10513918 853611 0 6917127 520476 365562 93195 61719 1988092 1528923 299825 159344 423227 320499 61729 40999 199871 133191 50779 15901 42759 42759 32299 19625 8074 4600 142913 142913 199017 182074 10749 6194 128709 114258 9168 5283 20841 17019 2425 1397 213728 208503 3315 1910 99514 74635 14927 9952 REPAIRS AND MAINTENANCE 181835 161902 12646 7287 MEDICATIONS 90709 90709 PURCHASED FOR RESALE 47765 47765 PRINTING AND POSTAGE 39186 29692 6023 3471 99045 70589 23891 4565 4469986 3507859 639505 322622 233678 830772 100 662526 2333442 9040 34769 68918 8400564 3283144 1482776 5117420 13690577 24434668 25133568 16059194 577169 470442 41824203 49314856 215742 282676 215742 282676 X 19812783 24109892 21795678 24922288 41608461 49032180 41824203 49314856 X 6043932 -2554889 3934676 X X 0 1 X 1 0 X 583668 737643 7695213 1185004 2802578 13004106 583668 737643 7695213 1185004 2802578 13004106 5772462 7231644 821113 886238 945540 1123672 1082343 4858906 17863012 3011841 0.40480 0.34960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20876303 2324866 880040 22321129 18018751 3737592 880040 20876303 18821061 77730 880040 18018751 17496911 2204190 880040 18821061 17181905 1210508 895502 17496911 0.56320 0.43680 0 0 117917 117917 6719627 1725568 4994059 306501 301057 5444 1256519 1256519 0 5117420 TIAA-CREF CORE IMPACT 4325601 F PIMCO INCOME INSTL 3398214 F CALVERT GREEN BOND I 3271886 F CALVERT HIGH YIELD BOND I 2533817 F PAX HIGH YIELD BOND INST 2529676 F 16059194 X 7892532 -2554889 -66497 -2621386 10513918 0 10513918 4469986 0 4469986 0 4469986 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, 2020, 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 2017 AND 2016 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF INTEREST IN PERPETUAL TRUST 51,098. NET UNREALIZED LOSS ON OTHER ASSETS -117,595. X 0 0 0 0 0 0 0 0 0 KERRI BURNS CEO 184374 0 0 0 0 0 9699 0 11657 0 205730 0 0 0 KATIE MARRIE VP OF VETERINARY MEDICINE 148746 0 0 0 0 0 6893 0 6645 0 162284 0 0 0 DORI VILLALON VP OF CAMPUS OPERATIONS 136256 0 0 0 0 0 3823 0 12383 0 152462 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 10300 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 51,098. NET UNREALIZED GAIN ON OTHER ASSETS -117,595. NET ASSETS ACQUIRED VIA ACQUISITION 4,001,173. 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 2020.