2019-10-04T11:56:27-05:00 2018-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2018-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2019-09-26 1 CHRISLEY N REED CPA P00025230 8059629175 64.88.174.3 2019-09-26 08:46:30 PD P F004DEF44DC13B337929F127D5203848500724B5 85EBD1B380F978085E235C173CF3C42E6DAABA8B 2018 2019-02-21 02:37:17Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 17447372 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. 24 22 320 506 0 0 2934178 4176055 5895279 6105056 205377 490719 2621799 3058328 11656633 13830158 0 0 0 0 7127102 7623111 0 0 656226 4557062 4871994 11684164 12495105 -27531 1335053 29765846 30358203 1144955 1144315 28620891 29213888 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 10470154 9038867 OPERATION AND MAINTENANCE OF FAMILY PARK, GARDENS AND ANIMAL ZOO REACHING OVER 440,000 VISITORS ANNUALLY. 10470154 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 0 0 0 0 0 0 0 0 0 1 50 0 1 320 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 22 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 RHONDA HENDERSON DIRECTOR 1.00 X 0 0 0 DENNIS POWER DIRECTOR 1.00 X 0 0 0 RANDY WEISS DIRECTOR 1.00 X 0 0 0 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 PAUL JOHNSON 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 RICHARD BLOCK CEO 40.00 X 263642 0 27739 NANCY MCTOLDRIDGE ZOO DIRECTOR 40.00 X 150321 0 20257 GREG WILSON CFO 40.00 X 114586 0 6565 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 112524 0 15291 DEAN NOBLE MARKETING DIRECTOR 40.00 X 113054 0 9378 JULIE BARNES PROGRAM DIRECTOR 40.00 X 103020 0 8911 857147 0 88141 6 0 1 0 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 EVENT CATERING, FOOD, BAR SERVICE 308519 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 265588 WELLS MARKETING LLC 66 TIERRA CIELO LANE SANTA BARBARA CA 93111 MARKETING CONSULTATION 186656 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION 184188 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 MARKETING CONSULTATION 120221 6 1711051 2465004 14929 4176055 ZOO ADMISSIONS 900099 5122394 5122394 EDUCATION PROGRAMS, CLASSES & LEC 900099 694034 694034 FOSTER FEEDERS 900099 288628 288628 6105056 206373 206373 422940 0 422940 422940 422940 2356109 2071763 284346 284346 284346 842045 433182 408863 408863 3184230 1112269 2071961 2071961 MISC 900000 154564 154564 154564 13830158 9038867 0 615236 583113 159635 206893 216585 5611423 4824474 444316 342633 267614 237085 22399 8130 754913 686666 49561 18686 406048 368493 22881 14674 11431 11431 36208 36208 37048 37048 16456 16250 206 408231 408231 27588 24047 3541 109634 109634 591850 556648 35202 47911 46392 1519 145739 141792 3735 212 1485354 1244604 240750 ANIMAL FOOD 366767 366767 MEMBERSHIP SERVICE 205720 205720 EDUCATIONAL PROGRAM COS 193998 193998 SUPPLIES 191612 123631 17941 50040 996447 878337 118110 12495105 10470154 1368725 656226 37100 37500 2369544 3221168 298144 21137 67224 160347 428906 444752 255613 163876 37696006 18522722 19654566 19173284 5856646 7108847 798103 27292 29765846 30358203 824955 832315 320000 312000 1144955 1144315 X 22963183 23357582 3489935 5856306 2167773 0 28620891 29213888 29765846 30358203 1335053 -742056 0 X X 0 1 X 1 0 X 2218840 3173662 2726298 2934178 4176055 15229033 2218840 3173662 2726298 2934178 4176055 15229033 1726351 13502682 139051 141019 130291 146706 206373 763440 12717 11500 16750 16500 68163 125630 16118103 46927694 0.83770 0.86810 X 0 3737033 647423 4384456 3160206 229144 347683 3737033 2952121 40000 168085 3160206 2280684 736477 -65040 2952121 2109383 171301 2280684 0.29000 0.50000 0.21000 0 0 13778930 4590725 9188205 18272506 10024117 8248389 4213287 3530477 682810 1431283 377403 1053880 19173284 POST RETIREMENT BENEFIT PAYABLE 312000 312000 X 14451708 1112269 1112269 13339439 490719 490719 13830158 13570326 1112269 1112269 12458057 37048 37048 12495105 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, 2018, 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 2015 AND 2014 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,112,269. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 206,373. REALIZED GAIN (LOSS) ON INVESTMENTS 284,346. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 1,112,269. ZOOFARI 526288 526288 58303 146859 6000 100219 ZOO BREW 136474 136474 3627 16725 1000 22057 3 179283 179283 5254 37864 17852 17422 842045 842045 67184 201448 24852 139698 433182 408863 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 263642 0 0 0 0 0 19776 0 7963 0 291381 0 0 0 NANCY MCTOLDRIDGE ZOO DIRECTOR 150321 0 0 0 0 0 12294 0 7963 0 170578 0 0 0 PETER JORDANO MEMBER OF BOARD AND PRESIDENT OF JORDANOS, INC. 265588 PURCHASE OF FOOD FOR RESALE, SUPPLIES AND EQUIPMENT. 0 KELLY JENSEN MEMBER OF BOARD AND PRESIDENT OF JENSEN AUDIO VISUAL 6054 PURCHASE OF AUDIO VISUAL RELATED EQUIPMENT AND SERVICES. 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.