2015-11-13T13:26:49-06:00 2014-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2014-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2015-11-09 1 CHRISLEY N REED CPA P00025230 8059629175 2014 2016-03-07 17:11:31Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 13534567 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. 21 20 274 300 0 0 3007604 2218840 5244220 5597086 334850 113042 2088052 2213516 10674726 10142484 0 0 0 0 5995134 6375836 0 0 691205 3572752 4044771 9567886 10420607 1106840 -278123 28692683 28743932 1770401 1875155 26922282 26868777 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 8595970 7485889 OPERATION AND MAINTENANCE OF FAMILY PARK AND ANIMAL ZOO. 8595970 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 36 0 1 274 1 0 0 0 0 0 1 1 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CAROL BEDFORD 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 JOHN DIXON DIRECTOR 1.00 X 0 0 0 J TERRY SCHWARTZ DIRECTOR 1.00 X 0 0 0 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 BARBARA SMITH DIRECTOR 1.00 X 0 0 0 HARRY GELLES DIRECTOR 1.00 X 0 0 0 CAROL KALLMAN VICE CHAIR 1.00 X X 0 0 0 AMY PRYOR DIRECTOR 1.00 X 0 0 0 MINDY DENSON BOARD SECRETARY 1.00 X X 0 0 0 GINNI DREIER DIRECTOR 1.00 X 0 0 0 ROBIN KOPEIKIN BOARD TREASURER 1.00 X X 0 0 0 SHARON BRADFORD DIRECTOR 1.00 X 0 0 0 THOMAS CALEEL CHAIR 1.00 X X 0 0 0 JOHN RUSSELL DIRECTOR 1.00 X 0 0 0 DAVID ARTHURS DIRECTOR 1.00 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 RICHARD BLOCK CEO 40.00 X 232616 0 53702 NANCY MCTOLDRIDGE ZOO DIRECTOR 40.00 X 140132 0 35804 CAROL BEDFORD CFO 40.00 X 117326 0 20600 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 102966 0 9565 DEAN NOBLE MARKETING DIRECTOR 40.00 X 102397 0 24594 695437 0 144265 5 0 1 0 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION MANAGEMENT 1789156 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 EVENT CATERING, FOOD, BAR SERVICE 281574 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 241910 WELLS MARKETING LLC 622 WILLOWGLEN RD SANTA BARBARA CA 93105 MARKETING CONSULTATION 146529 ONE STEP RETAIL SOLUTIONS 22520 N 18TH DR PHOENIX AZ 85027 COMPUTERS AND SOFTWARE 119326 5 1343623 875217 23833 2218840 ZOO ADMISSIONS 900099 4833258 4833258 EDUCATION PROGRAMS, CLASSES & LEC 900099 564189 564189 FOSTER FEEDERS 900099 199639 199639 5597086 139051 139051 273831 0 273831 273831 273831 2082455 2106261 2203 -23806 -2203 -26009 -26009 652744 354040 298704 298704 2557843 929579 1628264 1628264 MISC 900000 12717 12717 12717 10142484 7485889 0 437755 839700 286538 228134 325028 4267729 3732701 363692 171336 204232 172238 23214 8780 656110 626360 12722 17028 408065 349109 25588 33368 9658 9658 28592 28592 21722 21722 15569 15133 436 281375 281375 28917 13300 15617 112974 112974 565290 536433 28857 20759 20759 109886 99023 6927 3936 1308617 1152960 155657 91354 82219 9135 ANIMAL FOOD 211829 211829 SUPPLIES 205981 103865 18054 84062 PRINTING & PUBLICATIONS 157671 95046 31011 31614 BANK CHARGES 153152 153152 721425 645850 75575 10420607 8595970 1133432 691205 32700 31725 1253678 1078356 594592 239534 72991 74546 263547 319010 155776 159768 35605972 13070973 22061745 22534999 4220719 4273827 36935 32167 28692683 28743932 1390401 679826 815329 380000 380000 1770401 1875155 X 23713088 23936430 1963259 1686412 1245935 1245935 26922282 26868777 28692683 28743932 -278123 224618 0 X X 0 1 X 1 0 X 1873632 3068879 2708712 3007604 2218840 12877667 1873632 3068879 2708712 3007604 2218840 12877667 922377 11955290 154166 206661 221760 168668 139051 890306 6498 31034 9532 11309 12717 71090 13839063 38704656 0.86390 0.80130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2109383 171301 2280684 1858770 250613 2109383 1692569 166201 1858770 1654589 37980 1692569 1454067 200522 1654589 0.11000 0.55000 0.34000 0 0 13657280 3000499 10656781 17712632 7530207 10182425 3357392 2326111 1031281 878668 214156 664512 22534999 POST RETIREMENT BENEFIT PAYABLE 380000 380000 X 10959021 929579 929579 10029442 113042 113042 10142484 11350186 929579 929579 10420607 0 10420607 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, 2014, 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 2011 AND 2010 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 929,579. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 139,051. REALIZED GAIN (LOSS) ON INVESTMENTS -23,806. LOSS ON DISPOSAL OF ASSETS -2,203. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 929,579. ZOOFARI 459618 459618 40692 103608 4500 131502 ZOO BREW 99928 99928 2842 1666 800 12900 2 93198 93198 9170 33748 3600 9012 652744 652744 52704 139022 8900 153414 354040 298704 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 232616 0 0 0 0 0 18865 0 34837 0 286318 0 0 0 NANCY MCTOLDRIDGE ZOO DIRECTOR 140132 0 0 0 0 0 11467 0 24337 0 175936 0 0 0 PETER JORDANO MEMBER OF BOARD AND PRESIDENT OF JORDANOS, INC. 241910 PURCHASE OF FOOD FOR RESALE, SUPPLIES AND EQUIPMENT. 0 FORM 990, PART VI, SECTION B, LINE 11 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 PRESIDENT, USUALLY THE PAST-PRESIDENT, 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. AN "UPWARD" EVALUATION BY THE ZOO'S MANAGEMENT STAFF IS ALSO CONDUCTED WITH THE RESULTS BEING SENT DIRECTLY TO THE CHAIR OF 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.