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Nonprofiteer
← SANTA BARBARA ZOOLOGICAL FOUNDATION

Form 990 for tax year 2023

Filed by SANTA BARBARA ZOOLOGICAL FOUNDATION.

Totals

Total revenue
$18,210,287
Total expenses
$17,164,755
Contributions and grants received
$5,199,485
Grants paid
$0
Program service revenue
$9,660,080
Investment income
$391,867
Other revenue
$2,958,855
Total assets, end of year
$42,825,096
Total liabilities, end of year
$1,915,193
Net assets or fund balances, end of year
$40,909,903
Program services expenses (Part IX)
$13,915,497
Management and general expenses
$1,604,788
Fundraising expenses
$1,644,470
Program service expenses (Part III)
$13,915,497

Program services were 81.1% 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

    $2,215,328

  • 1c · Fundraising events

    $493,335

  • 1f · All other contributions, gifts and grants

    $2,490,822

  • 1g · Noncash contributions included above

    $22,490

  • 2a · Program service revenue: ZOO ADMISSIONS

    total $8,150,825 · related or exempt $8,150,825

  • 2b · Program service revenue: EDUCATION PROGRAMS, CLASSES & LEC

    total $1,276,602 · related or exempt $1,276,602

  • 2c · Program service revenue: FOSTER FEEDERS

    total $232,653 · related or exempt $232,653

  • 3 · Investment income

    total $490,947 · excluded $490,947

  • 6a · Gross rents

    real property $558,866

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $558,866

  • 6d · Net rental income or loss

    total $558,866 · related or exempt $558,866

  • 7a · Gross sales of assets other than inventory

    securities $3,717,214

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

    securities $3,816,294

  • 7c · Gain or loss

    securities -$99,080

  • 7d · Net gain or loss

    total -$99,080 · related or exempt -$99,080

  • 8a · Fundraising events: gross income

    $605,721

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

    $493,335

  • 8b · Fundraising events: direct expenses

    $522,654

  • 8c · Net income from fundraising events

    total $83,067 · excluded $83,067

  • 10a · Gross sales of inventory

    $3,827,657

  • 10b · Cost of goods sold

    $1,510,735

  • 10c · Net income from sales of inventory

    total $2,316,922 · related or exempt $2,316,922

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $799,305 · program services $122,303 · management and general $371,244 · fundraising $305,758

  • 7 · Other salaries and wages

    total $7,878,692 · program services $7,153,406 · management and general $237,029 · fundraising $488,257

  • 8 · Pension plan contributions

    total $228,582 · program services $204,934 · management and general $23,648

  • 9 · Other employee benefits

    total $1,084,066 · program services $879,627 · management and general $197,595 · fundraising $6,844

  • 10 · Payroll taxes

    total $668,923 · program services $559,225 · management and general $83,853 · fundraising $25,845

  • 11c · Fees: accounting

    total $26,975 · management and general $26,975

  • 11f · Fees: investment management

    total $96,691 · management and general $96,691

  • 11g · Fees: other

    total $38,542 · program services $38,542

  • 12 · Advertising and promotion

    total $267,215 · program services $267,215

  • 14 · Information technology

    total $145,110 · management and general $145,110

  • 16 · Occupancy

    total $830,516 · program services $776,080 · management and general $54,436

  • 17 · Travel

    total $217,402 · program services $205,516 · management and general $5,341 · fundraising $6,545

  • 22 · Depreciation, depletion and amortization

    total $1,359,217 · program services $1,176,260 · management and general $182,957

  • 23 · Insurance

    total $292,584 · program services $263,326 · management and general $29,258

  • 24a · Other expenses: SUPPLIES

    total $1,083,021 · program services $212,531 · management and general $59,641 · fundraising $810,849

  • 24b · Other expenses: BANK CHARGES

    total $592,185 · program services $592,185

  • 24c · Other expenses: ANIMAL FOOD

    total $362,588 · program services $362,588

  • 24d · Other expenses: ANIMAL HEALTH

    total $265,387 · program services $265,387

  • 24e · All other expenses

    total $927,754 · program services $836,372 · management and general $91,010 · fundraising $372

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,850 · end of year $35,450

  • 2 · Savings and temporary cash investments

    beginning of year $2,445,754 · end of year $2,237,710

  • 3 · Pledges and grants receivable

    beginning of year $72,763 · end of year $31,881

  • 4 · Accounts receivable

    beginning of year $54,187 · end of year $406,901

  • 8 · Inventories for sale or use

    beginning of year $486,854 · end of year $497,072

  • 9 · Prepaid expenses and deferred charges

    beginning of year $264,844 · end of year $265,225

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

    $44,259,828

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

    $24,175,949

  • 10c · Land, buildings and equipment, net

    beginning of year $20,066,493 · end of year $20,083,879

  • 11 · Investments: publicly traded securities

    beginning of year $15,768,702 · end of year $19,213,433

  • 15 · Other assets

    beginning of year $44,186 · end of year $53,545

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,591,190 · end of year $1,773,341

  • 24 · Unsecured notes and loans payable

    beginning of year $145,084 · end of year $141,852

  • 27 · Net assets without donor restrictions

    beginning of year $31,099,944 · end of year $33,292,368

  • 28 · Net assets with donor restrictions

    beginning of year $6,406,415 · end of year $7,617,535

Mission and programs · 2023

Mission

THE SANTA BARBARA ZOO IS DEDICATED TO THE PRESERVATION, CONSERVATION, AND ENHANCEMENT OF THE NATURAL WORLD AND ITS LIVING TREASURES THROUGH EDUCATION, RESEARCH, RECREATION AND CONSERVATION.

Activities or mission (Part I)

TO MAINTAIN AND OPERATE ZOO FACILITIES LOCATED IN SANTA BARBARA, CALIFORNIA FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC.

  • OPERATION AND MAINTENANCE OF FAMILY PARK, GARDENS AND ANIMAL ZOO REACHING OVER 465,000 VISITORS ANNUALLY.

    Expenses $13,915,497 · Revenue $12,436,788

As filed on the 2023 return.

Listed in Part VII

  • BETSY CHALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOANNE FUNARI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HURST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VINCE CABALLERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLARK STIRLING

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • EILEEN DILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GINNI DREIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN KERSTIENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSE PEREZ

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DEREK SHUE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA DIAZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY KRAINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOB MYMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN SEGNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETSY TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDRA BONGIOVANNI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM JACKSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CRYSTAL WYATT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YVETTE BIRCH GILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANGELA SANCHEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRAD VERNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN WINTRINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD BLOCK

    CEO

    Total calculated
    $383,235
    From this org
    $348,856
    From related orgs
    $0
    Other
    $34,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,856
    Bonus
    $0
    Other
    $0
    Deferred
    $26,315
    Nontaxable benefits
    $8,064
    Filer's total
    $383,235

  • GREG WILSON

    CFO

    Total calculated
    $187,789
    From this org
    $165,807
    From related orgs
    $0
    Other
    $21,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,807
    Bonus
    $0
    Other
    $0
    Deferred
    $13,894
    Nontaxable benefits
    $8,088
    Filer's total
    $187,789

  • AARON MARSHALL

    COO

    Total calculated
    $228,281
    From this org
    $211,597
    From related orgs
    $0
    Other
    $16,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,597
    Bonus
    $0
    Other
    $0
    Deferred
    $16,632
    Nontaxable benefits
    $52
    Filer's total
    $228,281

  • ELAINE MAH BEST

    DEVELOPMENT DIRECTOR

    Total calculated
    $174,188
    From this org
    $161,821
    From related orgs
    $0
    Other
    $12,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,821
    Bonus
    $0
    Other
    $0
    Deferred
    $12,315
    Nontaxable benefits
    $52
    Filer's total
    $174,188

  • JULIE BARNES

    PROGRAM DIRECTOR

    Total calculated
    $173,131
    From this org
    $160,874
    From related orgs
    $0
    Other
    $12,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,874
    Bonus
    $0
    Other
    $0
    Deferred
    $12,205
    Nontaxable benefits
    $52
    Filer's total
    $173,131

  • ABELARDO LANDEROS

    DIRECTOR OF FACILITIES & H

    Total calculated
    $131,989
    From this org
    $121,037
    From related orgs
    $0
    Other
    $10,952
    Hours/week
    40

  • KEVIN NUSS

    DIRECTOR OF MARKETING

    Total calculated
    $135,261
    From this org
    $127,166
    From related orgs
    $0
    Other
    $8,095
    Hours/week
    40

  • SARA NEUMANN

    DIRECTOR OF ANIMAL CARE

    Total calculated
    $127,447
    From this org
    $118,062
    From related orgs
    $0
    Other
    $9,385
    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 · Form 990 of other organizations
  • 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423189349306122

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