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Nonprofiteer
← SANTA BARBARA BOTANIC GARDEN INC

Form 990 for tax year 2022

Filed by SANTA BARBARA BOTANIC GARDEN INC.

Totals

Total revenue
$7,523,888
Total expenses
$7,680,135
Contributions and grants received
$3,853,748
Grants paid
$0
Program service revenue
$2,564,113
Investment income
$647,097
Other revenue
$458,930
Total assets, end of year
$38,190,125
Total liabilities, end of year
$984,813
Net assets or fund balances, end of year
$37,205,312
Program services expenses (Part IX)
$5,424,792
Management and general expenses
$1,512,767
Fundraising expenses
$742,576
Program service expenses (Part III)
$5,424,792

Program services were 70.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $657,575

  • 1c · Fundraising events

    $140,435

  • 1f · All other contributions, gifts and grants

    $3,055,738

  • 2a · Program service revenue: CONTRACTS

    total $1,439,409 · related or exempt $1,439,409

  • 2b · Program service revenue: ADMISSIONS

    total $1,047,808 · related or exempt $1,047,808

  • 2c · Program service revenue: EDUCATION PROGRAMS

    total $76,896 · related or exempt $76,896

  • 3 · Investment income

    total $368,405 · excluded $368,405

  • 6a · Gross rents

    real property $127,750

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $127,750

  • 6d · Net rental income or loss

    total $127,750 · related or exempt $127,750

  • 7a · Gross sales of assets other than inventory

    securities $2,415,652 · other assets $62,272

  • 7b · Less cost or other basis and sales expenses

    securities $2,150,885 · other assets $48,347

  • 7c · Gain or loss

    securities $264,767 · other assets $13,925

  • 7d · Net gain or loss

    total $278,692 · excluded $278,692

  • 8a · Fundraising events: gross income

    $51,053

  • 8a · Fundraising events: contributions included on line 1c

    $140,435

  • 8b · Fundraising events: direct expenses

    $67,467

  • 8c · Net income from fundraising events

    total -$16,414 · excluded -$16,414

  • 10a · Gross sales of inventory

    $670,517

  • 10b · Cost of goods sold

    $352,115

  • 10c · Net income from sales of inventory

    total $318,402 · unrelated business $1,495 · excluded $316,907

  • 11a · Other revenue: OTHER INCOME

    total $29,192 · related or exempt $29,192

  • 11e · Other revenue, total

    $29,192

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $214,888 · program services $53,722 · management and general $107,444 · fundraising $53,722

  • 7 · Other salaries and wages

    total $3,231,192 · program services $2,536,319 · management and general $457,398 · fundraising $237,475

  • 8 · Pension plan contributions

    total $113,970 · program services $90,192 · management and general $15,643 · fundraising $8,135

  • 9 · Other employee benefits

    total $988,968 · program services $749,130 · management and general $158,192 · fundraising $81,646

  • 10 · Payroll taxes

    total $300,197 · program services $226,309 · management and general $48,747 · fundraising $25,141

  • 11c · Fees: accounting

    total $19,000 · management and general $19,000

  • 11f · Fees: investment management

    total $112,450 · management and general $112,450

  • 11g · Fees: other

    total $659,124 · program services $346,467 · management and general $249,008 · fundraising $63,649

  • 12 · Advertising and promotion

    total $122,982 · program services $14,985 · management and general $12,340 · fundraising $95,657

  • 13 · Office expenses

    total $549,018 · program services $366,358 · management and general $115,767 · fundraising $66,893

  • 16 · Occupancy

    total $183,057 · program services $91,877 · management and general $87,879 · fundraising $3,301

  • 17 · Travel

    total $155,115 · program services $96,185 · management and general $47,780 · fundraising $11,150

  • 22 · Depreciation, depletion and amortization

    total $664,679 · program services $591,641 · management and general $58,466 · fundraising $14,572

  • 23 · Insurance

    total $273,471 · program services $253,701 · management and general $15,699 · fundraising $4,071

  • 24a · Other expenses: PUBLICATIONS

    total $92,024 · program services $7,906 · management and general $6,954 · fundraising $77,164

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $859,986 · end of year $303,023

  • 2 · Savings and temporary cash investments

    beginning of year $476,599 · end of year $862,420

  • 3 · Pledges and grants receivable

    beginning of year $592,367 · end of year $609,867

  • 4 · Accounts receivable

    beginning of year $731,114 · end of year $651,164

  • 8 · Inventories for sale or use

    beginning of year $62,817 · end of year $81,088

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100,544 · end of year $150,534

  • 10a · Land, buildings and equipment: cost or other basis

    $23,902,875

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,883,830

  • 10c · Land, buildings and equipment, net

    beginning of year $17,364,592 · end of year $18,019,045

  • 11 · Investments: publicly traded securities

    beginning of year $17,937,386 · end of year $14,455,016

  • 12 · Investments: other securities

    beginning of year $3,000 · end of year $3,000

  • 15 · Other assets

    beginning of year $3,304,757 · end of year $3,054,968

  • 17 · Accounts payable and accrued expenses

    beginning of year $337,386 · end of year $718,489

  • 19 · Deferred revenue

    beginning of year $282,388 · end of year $266,324

  • 27 · Net assets without donor restrictions

    beginning of year $29,306,617 · end of year $27,197,188

  • 28 · Net assets with donor restrictions

    beginning of year $11,506,771 · end of year $10,008,124

Mission and programs · 2022

Mission

TO CONSERVE NATIVE PLANTS AND HABITATS FOR THE HEALTH AND WELL-BEING OF PEOPLE AND OUR PLANET.

  • THE HORTICULTURE PROGRAM CURATES, INSTALLS, AND MAINTAINS THE GARDEN'S LIVING COLLECTION, WHICH ENCOMPASSES 78 ACRES OF NATIVE PLANTS DRAWN FROM CALIFORNIA'S FLORISTIC PROVINCE, AS WELL AS HISTORIC LANDMARKS AND FEATURES DATING BACK TO 1806. THE PROGRAM ENSURES GUESTS EXPERIENCE SEASONAL WILDFLOWER DISPLAYS, ECOSYSTEM-THEMED SECTIONS FROM DESERT TO REDWOOD GROVES, AND GARDENS THAT CELEBRATE CALIFORNIA'S TAXONOMIC DIVERSITY, FROM RARE SPECIES TO ICONIC FIXTURES SUCH AS THE GOLDEN POPPY. NEWER GARDEN EXHIBITS EXPLORE "PLANTING WITH PURPOSE" THEMES SUCH AS WATER CONSERVATION, ATTRACTING WILDLIFE, AND HOME DEMONSTRATION GARDENING. PROGRAM STAFF ALSO MANAGE TWO PLANT NURSERIES - ONE OPEN TO THE PUBLIC, AND ONE SUPPORTING CONSERVATION AND THE REGENERATION OF THE LIVING COLLECTION.

    Expenses $2,087,960 · Revenue $1,373,808

  • WITH NATIVE PLANTS AND HABITATS AT ITS CORE, THE CONSERVATION AND RESEARCH PROGRAM FOCUSES ON SOLUTIONS TO TODAY'S COMPLEX CONSERVATION CHALLENGES - FROM GENES TO ECOSYSTEMS. WITH A TEAM OF SCIENTISTS, TECHNICIANS, PARTNERS, AND BUDDING CONSERVATION LEADERS, THE PROGRAM WORKS COLLABORATIVELY TO UNDERSTAND, PROTECT, AND RESTORE CALIFORNIA'S DIVERSE BOTANIC ECOSYSTEMS. IN RESPONSE, THE TEAM PRODUCES ESSENTIAL PLANT INVENTORIES AND RESEARCH, SAFEGUARDS ENDANGERED PLANT SPECIES, AND WORKS TO RESTORE ENTIRE FOOD WEBS, WHILE SECURING AND MAINTAINING COLLECTIONS THAT INFORM AND SUPPORT RECOVERY.

    Expenses $2,619,699 · Revenue $815,720

  • THE EDUCATION PROGRAM AT THE GARDEN SUPPORTS THE MISSION OF CONSERVING CALIFORNIA'S NATIVE PLANTS BY PROVIDING MEANINGFUL EXPERIENCES IN NATURE. THE GARDEN GROUNDS OFFER A UNIQUE OUTDOOR CLASSROOM WHOSE DIVERSE COLLECTIONS PROVIDE A BACKDROP FOR PROGRAMS. BY ENGAGING OUR COMMUNITY WITH ONSITE INTERPRETATION OF OUR LIVING COLLECTIONS AND A WIDE VARIETY OF PUBLIC PROGRAMS ON AND OFF SITE, WE FACILITATE CONNECTIONS TO THE NATURAL WORLD AND FOSTER LOVE FOR NATIVE PLANTS. TRANSFORMATIVE YOUTH PROGRAMS INCLUDE SCHOOL TOURS, SUMMER PROGRAMS FOR STUDENTS AGES FIVE TO 10, AND ONGOING OPPORTUNITIES THROUGH OUR 4.5 ACRE CHILDREN'S GARDEN, "THE BACKCOUNTRY". THESE PROGRAMS ARE DESIGNED TO ALIGN WITH THE CALIFORNIA COMMON CORE STATE STANDARDS, CALIFORNIA ENVIRONMENTAL EDUCATION INITIATIVE & NEXT-GENERATION SCIENCE STANDARDS.

    Expenses $457,886 · Revenue $215,467

  • GARDEN SHOP: TO SUPPORT GARDEN EDUCATION, COMMUNITY PROGRAMS, EXHIBITS AND DISPLAYS BY SELLING BOOKS, MAPS, GARDEN PUBLICATIONS, EDUCATIONAL TOOLS AND RELATED PRODUCTS, THEREBY GENERATING APPRECIATION AND KNOWLEDGE OF THE PLANT AND NATURAL SCIENCES.

    Expenses $259,247 · Revenue $316,060

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SAMANTHA DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • MARK FUNK

    TREASURER

    Total calculated
    $0
    Hours/week
    2.75

  • JOHN GABBERT

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2.75

  • SARAH B GOWER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • VALERIE HOFFMAN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3.75

  • WILLIAM MURDOCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • GERRY RUBIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • WARREN SCHULTHEIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • KATHY SCROGGS

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.75

  • JESSE SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ANN STEINMETZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • HELENE SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • SHARON BRADFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • GEORGE LEIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • STEVEN WINDHAGER

    EXECUTIVE DIRECTOR

    Total calculated
    $214,888
    From this org
    $199,306
    From related orgs
    $0
    Other
    $15,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,306
    Bonus
    $0
    Other
    $0
    Deferred
    $8,481
    Nontaxable benefits
    $7,101
    Filer's total
    $214,888

  • DENISE KNAPP

    DIR. OF CONSERVATION & RES

    Total calculated
    $137,286
    From this org
    $125,758
    From related orgs
    $0
    Other
    $11,528
    Hours/week
    40

  • JAIME ESCHETTE

    DIR. OF MARKETING & COMMUNICATIONS

    Total calculated
    $110,810
    From this org
    $101,279
    From related orgs
    $0
    Other
    $9,531
    Hours/week
    40

  • MELISSA PATRINO

    DIR. OF DEVELOPMENT

    Total calculated
    $137,277
    From this org
    $129,594
    From related orgs
    $0
    Other
    $7,683
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202343149349303264

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