2021-08-05T13:36:03-05:00 2020-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2020-01-01 951644628 SANTA BARBARA BOTANIC GARDEN SANT 8056824726 1212 MISSION CANYON SANTA BARBARA CA 93105 STEVEN WINDHAGER EXECUTIVE DIRECTOR 8056824726 2021-08-05 1 STEVEN WINDHAGER 999009999 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEVEN WINDHAGER 1212 MISSION CANYON SANTA BARBARA CA 93105 10437845 0 X WWW.SBBG.ORG X 1926 CA TO CONSERVE CA NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. 13 13 75 225 4609 0 1852056 2809163 1425774 1350287 527178 597421 372373 195493 4177381 4952364 0 0 0 0 2857628 2943167 43298 0 458228 2283825 2093338 5184751 5036505 -1007370 -84141 40895685 40853837 3732796 3084953 37162889 37768884 X TO CONSERVE CA NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND THE PLANET. 0 0 1379078 802993 THE HORTICULTURE PROGRAM DESIGNS, INSTALLS, AND MAINTAINS THE GARDEN'S 78 ACRES OF LIVING PLANT COLLECTIONS AND HISTORIC LANDMARKS. THE GARDEN CONNECTS AND ENGAGES GUEST WITH CALIFORNIA FLORA THROUGH SENSATIONAL DISPLAYS OF SEASONAL WILDFLOWERS, ECOSYSTEM THEMED TRAILS THAT WALK ACROSS CALIFORNIA FROM DESERT TO REDWOODS, AND GARDENS THAT CELEBRATE TAXONOMIC DIVERSITY OF DUDLEYA AND MANZANITA. NEWER INTERPRETATION THEMED GARDENS ALSO MODEL SUSTAINABILITY THEMES WITHIN THE HOME DEMONSTRATION GARDEN AND NATIVE POLLINATOR GARDEN. THE HORTICULTURE TEAM ALSO MANAGES TWO PLANT NURSERIES, ONE RETAIL SALES TO THE PUBLIC AND THE OTHER THAT SUPPORTS THE REGENERATION OF THE LIVING COLLECTION. 1678275 814758 THE CONSERVATION AND RESEARCH PROGRAM TACKLES TODAY'S COMPLEX CONSERVATION CHALLENGES AT ALL LEVELS: FROM GENES, TO INDIVIDUALS, POPULATIONS, COMMUNITIES, AND ECOSYSTEMS. GARDEN SCIENTISTS WORK COLLABORATIVELY TO IDENTIFY AND IMPLEMENT STRATEGIES FOR UNDERSTANDING, PROTECTING, AND RESTORING CALIFORNIA'S DIVERSE BOTANIC ECOSYSTEMS. THE CONSERVATION AND RESEARCH TEAM WORKS TO PRODUCE ESSENTIAL REGIONAL PLANT INVENTORIES AND RESEARCH, SAFEGUARD ENDANGERED PLANT SPECIES, AND SECURE CONSERVATION COLLECTIONS OF SEEDS, LIVING PLANTS, AND GENETIC TISSUE FOR STUDY AND POTENTIAL RECOVERY IN THE EVENT OF DISASTER. THEY EXAMINE THE BENEFICIAL ROLE NATIVE PLANTS PLAY IN SUPPORTING POLLINATION AND PEST CONTROL FOR HEALTHIER AND MORE PRODUCTIVE FOOD CROPS AND WILDLANDS, AND WORK TO FIND THE MOST EFFICIENT AND EFFECTIVE MEANS TO RESTORE ENTIRE ECOSYSTEMS. 369745 12374 THE EDUCATIONAL PROGRAM SUPPORTS THE GARDEN'S CONSERVATION MISSION BY INSPIRING ACTIVE STEWARDSHIP OF NATIVE PLANTS & THE ENVIRONMENTS THAT DEPEND ON THEM. THE GARDEN GROUNDS PROVIDE A UNIQUE OUTDOOR CLASSROOM WHOSE DIVERSE COLLECTIONS OF NATIVE PLANTS SUPPORT A WIDE ARRAY OF EXPERIENCES IN NATURE. OUR EDUCATIONAL PROGRAMS DEVELOP AN ENVIRONMENTALLY LITERATE & ENGAGED PUBLIC THROUGH ON-SITE CLASSES, LECTURES, TRAVEL, & DOCENT-LED PUBLIC & SCHOOL TOURS. GARDEN SCHOOL TOURS INCREASE THE ECO-LITERACY OF STUDENTS AND CHAPERONES BY ASKING THEM TO OBSERVE, RECORD, AND PREDICT NATURAL PHENOMENA. THESE POPULAR TOURS ARE DESIGNED TO ALIGN WITH THE CALIFORNIA COMMON CORE STATE STANDARDS, CALIFORNIA ENVIRONMENTAL EDUCATION INITIATIVE & NEXT GENERATION SCIENCE STANDARDS. SIMILARLY, THE GARDEN'S LIFELONG LEARNING AND INTERPRETIVE PROGRAMS ENCOURAGE EXPLORATION, DISCOVERY, AND STEWARDSHIP OF CALIFORNIA'S NATIVE PLANTS AND HABITATS FOR FUTURE GENERATIONS BOTH ON SITE IN THE GARDEN AND IN THE HABITATS WE WORK TO CONSERVE. 62216 97878 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. 62216 97878 3489314 1 1 0 0 0 0 0 1 0 1 1 0 0 0 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 26 0 1 75 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 THOMAS CRAVEIRO CHAIRMAN 3.75 X X 0 0 0 SAMANTHA DAVIS TRUSTEE 1.50 X 0 0 0 MARK FUNK TREASURER 2.75 X X 0 0 0 JOHN GABBERT TRUSTEE 1.50 X 0 0 0 GIL GARCIA TRUSTEE 1.50 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 VICE CHAIRMAN 2.75 X X 0 0 0 WILLIAM MURDOCH TRUSTEE 1.50 X 0 0 0 JOHN PARKE 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 TRUSTEE 1.50 X 0 0 0 JESSE SMITH TRUSTEE 1.50 X 0 0 0 SUSAN SPECTOR TRUSTEE 1.50 X 0 0 0 ANN STEINMETZ TRUSTEE 1.50 X 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 40.00 X 200560 0 14011 HEIDI WHITMAN DIR. OF DEVELOPMENT & RESEARCH 40.00 X 123611 0 15453 DENISE KNAPP DIR. OF CONSERVATION & RESEARCH 40.00 X 106277 0 11372 430448 0 40836 3 0 1 0 BALANCE FINANCIAL MANAGEMENT PO BOX 2610 SANTA BARBARA CA 93101 ACCOUNTING 133500 1 372692 37000 566400 1833071 32934 2809163 CONTRACTS 110000 814758 814758 ADMISSIONS 110000 523155 523155 EDUCATION PROGRAMS 110000 12374 12374 1350287 313531 313531 68540 0 68540 68540 68540 5660534 5376644 283890 283890 283890 21401 37000 17612 3789 3789 189103 91225 97878 4609 93269 OTHER INCOME 900099 25286 25286 25286 4952364 1728003 4609 410589 214571 197528 17043 1859362 1508926 143262 207174 52557 43105 3597 5855 623993 462650 93459 67884 192684 141237 30637 20810 22155 22155 31133 31133 108175 108175 486977 239574 196604 50799 16306 4249 8868 3189 253587 150102 66482 37003 228839 181338 46434 1067 37187 30289 4174 2724 33452 33452 628552 535565 78415 14572 200304 182712 12781 4811 PUBLICATIONS 46671 9567 11807 25297 5036505 3489314 1088963 458228 1236377 667609 356587 448898 204976 38867 246061 679366 75382 109785 107572 100227 26173807 4895683 22015703 21278124 13901029 15422638 914671 144020 1837327 1964303 40895685 40853837 496764 396418 102775 158088 3133257 2530447 3732796 3084953 X 28134315 26550629 9028574 11218255 37162889 37768884 40895685 40853837 X -84141 870794 -307633 126975 X X 0 1 X 1 0 X 1698856 2634338 2154689 1852056 2809163 11149102 1698856 2634338 2154689 1852056 2809163 11149102 2711108 8437994 343971 222550 380103 551310 382071 1880005 -15149 -24939 -2609 684 4609 -37404 3456 403 44504 13063 25286 86712 13078415 0.64520 0.67360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8769086 500000 819358 442299 9646145 7693610 1430058 354582 8769086 8267436 1035000 -939608 669218 7693610 6437854 1314798 1166101 651317 8267436 6342614 5828 335184 245772 6437854 0.16700 0.71800 0.11500 0 0 4709519 4709519 16655500 2869933 13785567 2582376 1558918 1023458 657706 466832 190874 1568706 1568706 21278124 X 5841958 870794 126975 997769 4844189 108175 108175 4952364 4928330 0 4928330 108175 108175 5036505 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, 2020, 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 2017 AND 2016, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS 126,975. BEER GARDEN 58401 37000 21401 17612 58401 37000 21401 17612 17612 3789 X X X 0 0 0 0 0 0 0 0 0 STEVEN WINDHAGER EXECUTIVE DIRECTOR 200560 0 0 0 0 0 6249 0 7762 0 214571 0 0 0 X 2 32934 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 XI, LINE 9: CHANGE IN VALUE OF TRUSTS 126,975. 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. FORM 990, PART XI, LINE 8 DURING THE YEAR 2020, THE GARDEN BECAME AWARE OF SEVERAL FIXED ASSET ITEMS THAT WERE DEEMED TO HAVE BEEN DISPOSED OF OR SHOULD HAVE BEEN EXPENSED BEFORE THE YEAR BEGINNING JANUARY 1, 2020. THE ASSETS INCLUDED COSTS ASSOCIATED WITH DISCOVERY GARDEN, OLD MEADOW TERRACE, COMPONENT OF TUNNEL ROAD REAL ESTATE AND SOFTWARE COSTS. THE TOTAL COSTS ASSOCIATED WITH THESE ASSETS IS $307,633. THE NET ASSETS AS OF DECEMBER 31, 2018, HAVE BEEN REDUCED BY $228,982, AND THE CHANGES IN NETS ASSETS REPORTED FOR THE YEAR ENDED DECEMBER 31, 2019, IS $78,651. AS A RESULT OF THE RESTATEMENT, THE NET ASSETS AS OF JANUARY 1, 2020, HAVE BEEN REDUCED BY $307,633, TO $36,855,256.