2013-08-12T15:44:59-05:00 2012-12-31 953680171 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2012-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK 8059625339 2013-08-09 1 CHRISLEY N REED CPA P00025230 8059629175 2012 2016-02-24 21:20:13Z RICHARD BLOCK 500 NINOS DRIVE SANTA BARBARA CA 93103 17470044 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 20 241 794 0 0 3068879 2708712 4404020 5022077 167821 295601 1861916 2092966 9502636 10119356 0 0 0 0 5437796 5748041 0 0 597056 3274493 3532553 8712289 9280594 790347 838762 26101553 27188011 995795 1262521 25105758 25925490 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 7641258 6945156 OPERATION AND MAINTENANCE OF FAMILY PARK AND ANIMAL ZOO. 7641258 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 23 0 1 241 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 X CAROL BEDFORD 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 JOHN DIXON 1.00 X 0 0 0 J TERRY SCHWARTZ 1.00 X 0 0 0 FRED BENKO 1.00 X 0 0 0 LEIGH CASHMAN 1.00 X 0 0 0 SHARON JONES 1.00 X 0 0 0 CLAS LENSANDER 1.00 X X 0 0 0 KELLY MAGNE JENSEN 1.00 X X 0 0 0 GLENN MILLER MD 1.00 X 0 0 0 DAVID PRICHARD 1.00 X 0 0 0 M BARRY SEMLER 1.00 X 0 0 0 BARBARA SMITH 1.00 X 0 0 0 HARRY GELLES 1.00 X X 0 0 0 CAROL KALLMAN 1.00 X 0 0 0 AMY PRYOR 1.00 X 0 0 0 MINDY DENSON 1.00 X 0 0 0 VIRGINIA DREIER 1.00 X 0 0 0 ROBIN KOPEIKIN 1.00 X X 0 0 0 SHARON BRADFORD 1.00 X 0 0 0 THOMAS CALEEL 1.00 X 0 0 0 JOHN RUSSELL 1.00 X 0 0 0 YUL VANEK 1.00 X X 0 0 0 RICHARD BLOCK 40.00 X 209556 0 40499 NANCY MCTOLDRIDGE 40.00 X 132662 0 28374 CAROL BEDFORD 40.00 X 110959 0 21472 453177 0 90345 3 0 1 0 TYNAN GROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION MANAGEMENT 592801 RINCON CATERING INC 3805 SANTA CLAUS LANE CARPINTERIA CA 93013 EVENT CATERING, FOOD, BAR SERVICE 213779 JORDANO'S INC PO BOX 6803 SANTA BARBARA CA 93160 FOOD FOR SALE, SUPPLIES & EQUIP 201844 WELLS MARKETING LLC 622 WILLOWGLEN RD SANTA BARBARA CA 93105 MARKETING CONSULTATION 161094 4 1192622 1516090 4651 2708712 ZOO ADMISSIONS 900099 4359266 4359266 EDUCATION PROGRAMS, CLASSES & LEC 900099 458642 458642 FOSTER FEEDERS 900099 204169 204169 5022077 221760 221760 367546 0 367546 367546 367546 6249445 6175604 73841 73841 73841 542160 298432 243728 243728 2348812 876652 1472160 1472160 MISC 900000 9532 9532 9532 10119356 6945156 0 465488 543522 143032 213800 186690 4067913 3460256 340609 267048 215525 186655 18902 9968 540234 500257 21397 18580 380847 316020 35505 29322 23507 23507 25878 25878 25352 25352 36202 22328 13874 240057 240057 9708 9708 76218 76218 477793 441758 36035 12466 12466 46740 42878 2322 1540 1051619 912377 139242 75262 65478 9784 ANIMAL HEALTH 247029 247029 ANIMAL FOOD 190095 190095 SUPPLIES 173645 92938 10790 69917 ANIMAL MAINTENANCE 163290 163290 657692 555485 102090 117 9280594 7641258 1042280 597056 28370 28510 644892 814982 992645 1004211 40051 36698 246120 273213 175669 150156 29338114 10984864 18029076 18353250 5884516 6454199 60214 72792 26101553 27188011 610795 887520 385000 375001 995795 1262521 X 19492102 20141696 4367721 4537859 1245935 1245935 25105758 25925490 26101553 27188011 838762 -19030 0 X X 0 1 X 1 0 X 2147882 4408545 1873632 3068879 2708712 14207650 2147882 4408545 1873632 3068879 2708712 14207650 2072363 12135287 328132 177093 154166 206661 221760 1087812 37549 47328 6498 31034 9532 131941 15427403 33676043 0.78660 0.75290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1692569 166201 1858770 1654589 37980 1692569 1454067 200522 1654589 6088948 443321 58132 5136334 1454067 7503310 1015925 -906309 1497915 26063 6088948 0.11000 0.67000 0.22000 0 0 6710935 2493379 4217556 17289957 6259011 11030946 2800036 2079152 720884 2537186 153322 2383864 18353250 POST RETIREMENT BENEFIT PAYABLE 375001 375001 X 10700407 876652 876652 9823755 295601 295601 10119356 10157246 876652 876652 9280594 0 9280594 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT ASSETS ARE MAINTAINED AND INVESTED TO PROVIDE INCOME TO BE USED FOR OPERATIONS AND CAPITAL IMPROVEMENTS OF THE ZOO. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012, 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 2009 AND 2008 RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 876,652. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 221,760. REALIZED GAIN (LOSS) ON INVESTMENTS 73,841. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 876,652. ZOOFARI 351496 351496 32674 74269 4500 112390 DIGNITARIOS 83857 83857 14703 22859 2 106807 106807 14061 800 22176 542160 542160 32674 103033 5300 157425 298432 243728 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK 209556 0 0 0 0 0 16967 0 23532 0 250055 0 0 0 NANCY MCTOLDRIDGE 132662 0 0 0 0 0 10831 0 17543 0 161036 0 0 0 KELLY MAGNE JENSEN PRESIDENT 4700 ARMS LENGTH PURCHASES OF AUDIO VISUAL EQUIPMENT AND SERVICES FROM COMPANY WHICH SHE OWNS, JENSEN AUDIOVISUAL CORP. 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.