2020-11-11T16:08:31-06:00 2019-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2019-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2020-11-09 1 CHRISLEY N REED CPA P00025230 8059629175 64.88.174.3 2020-11-09 08:45:30 PS P C185503E61A860811F3940A88E7ACE06D4EBDDAD 85EBD1B380F978085E235C173CF3C42E6DAABA8B 2019 2021-01-29 14:40:06Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 16429609 0 X WWW.SANTABARBARAZOO.ORG X 1961 CA TO MAINTAIN AND OPERATE ZOO FACILITIES LOCATED IN SANTA BARBARA, CALIFORNIA FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC. 23 21 352 637 0 0 4176055 2781164 6105056 6273765 490719 -1033703 3058328 2996700 13830158 11017926 0 0 0 0 7623111 7707190 0 0 687896 4871994 4767447 12495105 12474637 1335053 -1456711 30358203 31385801 1144315 1289979 29213888 30095822 THE SANTA BARBARA ZOO IS DEDICATED TO THE PRESERVATION, CONSERVATION, AND ENHANCEMENT OF THE NATURAL WORLD AND ITS LIVING TREASURES THROUGH EDUCATION, RESEARCH, AND RECREATION. 0 0 10219189 7600726 OPERATION AND MAINTENANCE OF FAMILY PARK, GARDENS AND ANIMAL ZOO REACHING OVER 440,000 VISITORS ANNUALLY. 10219189 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 352 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X GREG WILSON 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 BRIAN KOPEIKIN DIRECTOR 1.00 X 0 0 0 CAROL DUNCAN DIRECTOR 1.00 X 0 0 0 DAVID GRAFF DIRECTOR 1.00 X 0 0 0 GEORGE LEIS VICE CHAIR 1.00 X X 0 0 0 DAVID ARTHURS TREASURER 1.00 X X 0 0 0 MARK DANIELSON DIRECTOR 1.00 X 0 0 0 PETER JORDANO DIRECTOR 1.00 X 0 0 0 BRIAN ROBERTSON DIRECTOR 1.00 X 0 0 0 PEGGY WILEY DIRECTOR 1.00 X 0 0 0 DANIEL COHEN DIRECTOR 1.00 X 0 0 0 KELLY JENSEN DIRECTOR 1.00 X 0 0 0 ROBYN PARKER DIRECTOR 1.00 X 0 0 0 CRYSTAL WYATT CHAIR 1.00 X X 0 0 0 YVETTE BIRCH GILLER DIRECTOR 1.00 X 0 0 0 ELIZABETH MACPHEE DIRECTOR 1.00 X 0 0 0 AMY PRYOR SECRETARY 1.00 X X 0 0 0 ERIKA BECK DIRECTOR 1.00 X 0 0 0 BETSY CHALLEN DIRECTOR 1.00 X 0 0 0 JOANNE FUNARI DIRECTOR 1.00 X 0 0 0 MICHAEL HURST DIRECTOR 1.00 X 0 0 0 VINCE CABALLERO DIRECTOR 1.00 X 0 0 0 STUART JENKINS DIRECTOR 1.00 X 0 0 0 CLARK STIRLING DIRECTOR 1.00 X 0 0 0 RICHARD BLOCK CEO 40.00 X 265783 0 28740 NANCY MCTOLDRIDGE ZOO DIRECTOR 40.00 X 161185 0 19967 GREG WILSON CFO 40.00 X 126650 0 7181 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 115126 0 16264 JULIE BARNES PROGRAM DIRECTOR 40.00 X 118284 0 9551 AARON MARSHALL EDUCATION DIRECTOR 40.00 X 118327 0 16621 905355 0 98324 6 0 1 0 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION 794893 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 261523 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 EVENT CATERING, FOOD, BAR SERVICE 251087 WELLS MARKETING LLC 66 TIERRA CIELO LANE SANTA BARBARA CA 93111 MARKETING CONSULTATION 166734 SCHIPPER CONSTRUCTIONS 610 E COTA SANTA BARBARA CA 93103 CONSTRUCTION 151681 5 1713800 1067364 123275 2781164 ZOO ADMISSIONS 900099 5141730 5141730 EDUCATION PROGRAMS, CLASSES & LEC 900099 923723 923723 FOSTER FEEDERS 900099 208312 208312 6273765 220175 220175 521191 0 521191 521191 521191 2500000 3753878 -1253878 -1253878 -1253878 863083 447222 415861 415861 3261847 1210583 2051264 2051264 MISC 900000 8384 8384 8384 11017926 7600726 0 636036 609506 165287 226305 217914 5754398 4851773 553653 348972 249245 212742 31854 4649 674153 604937 49920 19296 419888 372354 32810 14724 10075 10075 24104 24104 45455 45455 48069 45590 2479 329531 329531 43028 31062 11966 120475 120475 633338 597177 36161 46164 46164 131466 111244 16520 3702 1317856 1101891 215965 99398 89458 9940 ANIMAL FOOD 337183 337183 SUPPLIES 218428 135218 19016 64194 BANK CHARGES 213949 213949 MEMBERSHIP SERVICE 192419 192419 956509 802197 154312 12474637 10219189 1567552 687896 37500 46300 3221168 2385585 21137 204587 160347 25753 444752 429528 163876 210850 39508802 19840577 19173284 19668225 7108847 8384381 27292 30592 30358203 31385801 832315 996979 312000 293000 1144315 1289979 X 23357582 24086974 5856306 6008848 29213888 30095822 30358203 31385801 -1456711 2338645 0 X X 0 1 X 1 0 X 3173662 2726298 2934178 4176055 2781164 15791357 3173662 2726298 2934178 4176055 2781164 15791357 1617920 14173437 141019 130291 146706 206373 220175 844564 11500 16750 16500 68163 8384 121297 16757218 48176824 0.84580 0.83770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4384456 905837 5290293 3737033 647423 4384456 3160206 229144 347683 3737033 2952121 40000 168085 3160206 2280684 736477 -65040 2952121 0.30000 0.41000 0.29000 0 0 15422184 4991940 10430244 18303787 10592066 7711721 4717685 3855695 861990 1065146 400876 664270 19668225 POST RETIREMENT BENEFIT PAYABLE 293000 293000 X 13262212 1210583 1210583 12051629 -1033703 -1033703 11017926 13639765 1210583 1210583 12429182 45455 45455 12474637 PART V, LINE 4: ENDOWMENT ASSETS ARE MAINTAINED AND INVESTED TO PROVIDE INCOME TO BE USED FOR OPERATIONS AND CAPITAL IMPROVEMENTS OF THE ZOO. PART X, LINE 2: THE ZOO 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, 2019, THE ZOO HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ZOO FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ZOO IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016 AND 2015 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,210,583. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 220,175. REALIZED GAIN (LOSS) ON INVESTMENTS -1,253,878. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,210,583. ZOOFARI 521044 521044 67602 147823 7625 100332 ZOO BREW 129525 129525 1870 15087 2460 10690 3 212513 212513 19193 42806 11700 20033 863082 863082 88665 205716 21785 131055 447221 415861 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 265783 0 0 0 0 0 21559 0 7181 0 294523 0 0 0 NANCY MCTOLDRIDGE ZOO DIRECTOR 161185 0 0 0 0 0 12786 0 7181 0 181152 0 0 0 PETER JORDANO MEMBER OF BOARD AND PRESIDENT OF JORDANOS, INC. 261523 PURCHASE OF FOOD FOR RESALE, SUPPLIES AND EQUIPMENT. 0 KELLY JENSEN MEMBER OF BOARD AND PRESIDENT OF JENSEN AUDIO VISUAL 1564 PURCHASE OF AUDIO VISUAL RELATED EQUIPMENT AND SERVICES. 0 X 3 80675 FMV X MISC GOODS 42 42600 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED WITH ANY TAX AGENCY, THE TAX RETURN IS REVIEWED IN DEPTH, COMPARED TO THE AUDIT REPORT AND OTHER FINANCIAL STATEMENTS. THE CEO ALSO REVIEWS THE TAX RETURN PRIOR TO FILING AND A COMPLETE COPY IS GIVEN ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WHEN REQUESTS FOR PROPOSALS ARE MADE TO COMPANIES AFFILIATED WITH BOARD MEMBERS, MANAGEMENT ENSURES THAT THE GUIDELINES OF THE POLICY ARE FOLLOWED. AT THE START OF EACH BOARD MEETING, THE MEMBERS ARE QUERIED IF THEY HAVE A POTENTIAL CONFLICT OF INTEREST WITH ANY AGENDA ITEMS. IF SO THEY WILL BE EXCUSED FROM THE MEETING OR BE UNABLE TO VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW OF THE ZOO'S CEO TAKES PLACE ANNUALLY BEGINNING IN JANUARY OF EACH YEAR. A REVIEW COMMITTEE IS FORMED CONSISTING OF THE BOARD CHAIR, USUALLY THE PAST-CHAIR, AND A THIRD MEMBER OF THE EXECUTIVE COMMITTEE. THE PROCESS IS INITIATED WHEN THE CEO PROVIDES A SELF-ASSESSMENT OF PERFORMANCE AGAINST GOALS TO THE REVIEW COMMITTEE. ONE ON ONE INTERVIEWS WITH KEY MANAGEMENT STAFF ARE CONDUCTED BY THE BOARD CHAIR AND RESULTS ARE SHARED WITH THE REVIEW COMMITTEE. COMPARABLE COMPENSATION DATA FOR THE INDUSTRY AND LOCAL NONPROFITS ARE OBTAINED. THE REVIEW COMMITTEE PREPARES AN ASSESSMENT OF THE CEO'S DOCUMENT, SUMMARIZES THE SURVEY RESULTS, AND SHARES THEIR FINDINGS WITH THE ENTIRE BOARD DURING AN EXECUTIVE SESSION. THE REVIEW COMMITTEE TAKES BOARD INPUT AND DRAFTS A PERFORMANCE EVALUATION AND COMPENSATION RECOMMENDATION THAT IS THEN APPROVED BY THE FULL BOARD DURING EXECUTIVE SESSION. FOLLOWING RECEIPT OF FINAL APPROVAL, THE REVIEW COMMITTEE SHARES THEIR DOCUMENTED EVALUATION WITH THE CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ALSO AVAILABLE ON ORGANIZATION'S WEB SITE. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE REVIEWS THE AUDIT REPORT AND THE FINAL AUDIT REPORT IS APPROVED BY THE FULL BOARD OF DIRECTORS.