2011-11-14T14:55:36-06:00 2010-12-31 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2010-01-01 952268554 SANTA BARBARA ZOOLOGICAL FOUNDATION SANT 8059625339 500 NINOS DRIVE SANTA BARBARA CA 93103 RICHARD BLOCK CEO 8059625339 2011-11-14 1 CHRISLEY N REED 8059629175 2010 2016-03-07 17:11:31Z RICHARD BLOCK CEO 500 NINOS DRIVE SANTA BARBARA CA 93103 12683436 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. 19 18 233 850 0 0 4408545 1873632 3821073 4046074 154548 222744 1504102 1623117 9888268 7765567 0 0 0 0 5093894 5184166 0 0 609088 3090046 3119092 8183940 8303258 1704328 -537691 25611680 25125502 974377 819116 24637303 24306386 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 6652859 4046074 OPERATION AND MAINTENANCE OF FAMILY PARK AND ANIMAL ZOO. 6652859 1 1 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 0 1 22 0 1 233 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 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 PATRICIA GRIFFIN 1.00 X X 0 0 0 MARSHALL TURNER 1.00 X X 0 0 0 FRED BENKO 1.00 X 0 0 0 LEIGH CASHMAN 1.00 X X 0 0 0 SHARON JONES 1.00 X 0 0 0 CLAS LENSANDER 1.00 X 0 0 0 KELLY MAGNE 1.00 X X 0 0 0 MELINDA MARS 1.00 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 ELDON SHIFFMAN 1.00 X 0 0 0 MARK SINGER 1.00 X 0 0 0 HARRY GELLES 1.00 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 0 0 0 CYNDEE HOWARD 1.00 X 0 0 0 RICHARD BLOCK 40.00 X 190759 0 29509 NANCY MCTOLDRIDGE 40.00 X 125226 0 21890 CAROL BEDFORD 40.00 X 105672 0 15939 421657 0 67338 3 0 1 0 TYNANGROUP 2927 DE LA VINA STREET SANTA BARBARA CA 93105 CONSTRUCTION MANAGEMENT 192119 1 1051937 821695 22019 1873632 ZOO ADMISSIONS 900099 3515113 3515113 EDUCATION PROGRAMS, CL 900099 416558 416558 FOSTER FEEDERS 900099 114403 114403 4046074 154166 154166 284844 284844 284844 284844 3865376 3796798 68578 68578 68578 474052 291789 182263 182263 1978794 829282 1149512 1149512 MISC 900000 6498 6498 6498 7765567 5555506 0 336429 488995 128625 195128 165242 3760177 3191074 357508 211595 180636 149376 25915 5345 405943 356077 35873 13993 348415 284850 38865 24700 13884 8436 5448 23289 23289 29609 29609 96969 96969 221792 221792 13565 11802 1763 51813 51813 433795 404534 29261 22576 22576 25572 24089 1270 213 1021831 873139 142567 6125 83849 72949 10900 ANIMAL FOOD 150625 150625 SUPPLIES 145117 58594 19221 67302 EDUCATIONAL PROGRAM COS 105270 105270 EQUIPMENT RENTAL & MAIN 105189 56238 48951 PRINTING & PUBLICATIONS 101639 81542 20097 472708 451271 9281 12156 8303258 6652859 1041311 609088 27070 26950 1069484 686765 3500 376733 339469 29541 46668 230888 263825 125694 166493 27321767 8986655 18947537 18335112 4792171 5202643 29199 37440 25611680 25125502 569376 444116 405001 375000 974377 819116 X 20318092 19700549 3073276 3359902 1245935 1245935 24637303 24306386 25611680 25125502 X -537691 206774 X X 0 1 1 X 0 X 3629980 3140785 2147882 4408545 1873632 15200824 3629980 3140785 2147882 4408545 1873632 15200824 2376414 12824410 309973 394030 328132 177093 154166 1363394 10697 2093 37549 47328 6498 104165 16668383 30536533 0.76940 0.76380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1454067 200522 1654589 6088948 443321 58132 5136334 1454067 7503310 1015925 -906309 1497915 26063 6088948 0.11000 0.75000 0.14000 0 0 6379313 2116616 4262697 16895405 4998714 11896691 2435489 1740576 694913 1611560 130749 1480811 18335112 POST RETIREMENT BENEFIT PAYABLE 375000 375000 7765567 8303258 -537691 206774 206774 -330917 8372105 829282 829282 7542823 222744 222744 7765567 9132540 829282 829282 8303258 0 8303258 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: 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, 2010, 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 2007. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 829,282. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 154,166. REALIZED GAIN ON INVESTMENTS 68,578. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COGS RETAIL SALES AND FOOD SERVICE 829,282. ZOOFARI 337120 337120 33941 77641 4800 110042 DIGNITARIOS 76282 76282 33889 2 60650 60650 31476 474052 474052 33941 143006 4800 110042 291789 182263 X X X X 0 0 0 0 0 0 0 0 0 RICHARD BLOCK 190759 0 0 0 0 0 15785 0 13724 0 220268 0 218097 0 KELLY MAGNE BOARD MEMBER 626 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. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ALSO AVAILABLE ON ORGANIZATION'S WEB SITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 206,774. 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.