2014-10-30T11:33:34-05:00 2013-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2013-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2014-10-20 1 CHRISLEY N REED CPA P00025230 8059629175 2013 2015-11-30 17:44:51Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 19450300 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 21 252 855 0 0 2708712 3007604 5022077 5244220 295601 334850 2092966 2088052 10119356 10674726 0 0 0 0 5748041 5995134 0 0 623970 3532553 3572752 9280594 9567886 838762 1106840 27188011 28692683 1262521 1770401 25925490 26922282 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 7839570 7274912 OPERATION AND MAINTENANCE OF FAMILY PARK AND ANIMAL ZOO. 7839570 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 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 252 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 HIROKO BENKO DIRECTOR 1.00 X 0 0 0 LEIGH CASHMAN DIRECTOR 1.00 X 0 0 0 SHARON JONES DIRECTOR 1.00 X 0 0 0 CLAS LENSANDER 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 DAVID PRICHARD 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 DIRECTOR 1.00 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 BOARD VICE PRESIDENT 1.00 X X 0 0 0 JOHN RUSSELL DIRECTOR 1.00 X 0 0 0 YUL VANEK BOARD PRESIDENT 1.00 X X 0 0 0 RICHARD BLOCK CEO 40.00 X 204508 0 43451 NANCY MCTOLDRIDGE ZOO DIRECTOR 40.00 X 135317 0 31370 CAROL BEDFORD CFO 40.00 X 110752 0 22141 ELAINE MAH BEST DEVELOPMENT DIRECTOR 40.00 X 101006 0 9348 551583 0 106310 4 0 1 0 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION MANAGEMENT 3296561 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 EVENT CATERING, FOOD, BAR SERVICE 225724 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 208316 CEMROCK LANDSCAPES 4790 S JULIAN AVE TUSCON AZ 85714 EXHIBIT ROCKWORK CONSTRUCTION 163051 WELLS MARKETING LLC 622 WILLOWGLEN RD SANTA BARBARA CA 93105 MARKETING CONSULTATION 143043 7 1279309 1728295 112233 3007604 ZOO ADMISSIONS 900099 4530452 4530452 EDUCATION PROGRAMS, CLASSES & LEC 900099 495949 495949 FOSTER FEEDERS 900099 217819 217819 5244220 168668 168668 284438 0 284438 284438 284438 7644705 7478523 166182 166182 166182 596965 373423 223542 223542 2492391 923628 1568763 1568763 MISC 900000 11309 11309 11309 10674726 7274912 0 392210 657893 145333 216030 296530 4071080 3566411 325664 179005 211513 178915 21584 11014 664861 578139 56176 30546 389787 313438 54190 22159 3248 3248 25119 25119 23992 23992 79747 73688 1170 4889 238701 238701 15517 15517 68086 68086 526311 489046 37265 15581 14538 1043 44761 34196 6551 4014 1085040 958785 126255 82112 71437 10675 SUPPLIES 227821 125460 27591 74770 ANIMAL FOOD 217632 217632 PRINTING & PUBLICATIONS 125349 90980 34369 EQUIPMENT RENTAL & MAIN 119655 70345 49310 674080 645286 28794 9567886 7839570 1104346 623970 28510 32700 814982 1253678 1004211 594592 36698 72991 273213 263547 150156 155776 34015675 11953930 18353250 22061745 6454199 4220719 72792 36935 27188011 28692683 887520 1390401 375001 380000 1262521 1770401 X 20141696 23713088 4537859 1963259 1245935 1245935 25925490 26922282 27188011 28692683 1106840 -110048 0 X X 0 1 X 1 0 X 4408545 1873632 3068879 2708712 3007604 15067372 4408545 1873632 3068879 2708712 3007604 15067372 2165299 12902073 177093 154166 206661 221760 168668 928348 47328 6498 31034 9532 11309 105701 16101421 36095033 0.80130 0.78660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1858770 250613 2109383 1692569 166201 1858770 1654589 37980 1692569 1454067 200522 1654589 6088948 443321 58132 5136334 1454067 0.11000 0.59000 0.30000 0 0 6713442 2685320 4028122 17562735 6914468 10648267 3019959 2185035 834924 6719539 169107 6550432 22061745 POST RETIREMENT BENEFIT PAYABLE 380000 380000 X 11263504 923628 923628 10339876 334850 334850 10674726 10491514 923628 923628 9567886 0 9567886 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, 2013, 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 2010 AND 2009 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 923,628. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 168,668. REALIZED GAIN (LOSS) ON INVESTMENTS 166,182. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 923,628. ZOOFARI 411072 411072 35507 99366 4516 154013 ZOO BREW 97447 97447 5692 15354 2 88446 88446 32972 26003 596965 596965 35507 138030 4516 195370 373423 223542 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK CEO 204508 0 0 0 0 0 16567 0 26884 0 247959 0 0 0 NANCY MCTOLDRIDGE ZOO DIRECTOR 135317 0 0 0 0 0 11047 0 20323 0 166687 0 0 0 X 1 100000 FAIR MARKET VALUE X MISCELLANEOUS 7 5650 FAIR MARKET VALUE X MEMBER'S NIGH 1 1000 FAIR MARKET VALUE 0 1 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. 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.