SANTA BARBARA ZOOLOGICAL FOUNDATION (EIN 952268554) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

CHARLES HOPPER

Phone

8059625339

Tax Period

2024-01-01 to 2024-12-31

SANTA BARBARA ZOOLOGICAL FOUNDATION, founded in 1961, is a mid-sized nonprofit in the Animal-Related sector that reported $21.8M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.8M, a strong 17% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,853,607

Program Service Revenue $10,349,756

Investment Income $1,542,879

Other Revenue $3,041,272

TOTAL REVENUE $21,787,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,441,943

Fundraising Expenses $1,598,383

Program Expenses $14,798,106

Other Expenses $6,579,598

TOTAL EXPENSES $18,021,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,787,514	$18,210,287	+0.2%
Expenses	$18,021,541	$17,164,755	+0.0%
Net Income	$3,765,973	$1,045,532	+2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

428

Volunteers

159

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$857,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCE CABALLERO	DIRECTOR	1.00	Director	$0	$0	$0
CLARK STIRLING	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN DILL	DIRECTOR	1.00	Director	$0	$0	$0
GINNI DREIER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KERSTIENS	DIRECTOR	1.00	Director	$0	$0	$0
JESSE PEREZ	TREASURER	1.00	Officer Director	$0	$0	$0
DEREK SHUE	CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KRAINER	DIRECTOR	1.00	Director	$0	$0	$0
BOB MYMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAN SEGNA	DIRECTOR	1.00	Director	$0	$0	$0
BETSY TURNER	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRA BONGIOVANNI	DIRECTOR	1.00	Director	$0	$0	$0
JIM JACKSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CRYSTAL WYATT	SECRETARY	1.00	Officer Director	$0	$0	$0
YVETTE BIRCH GILLER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRAD VERNON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WINTRINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
MITCH AVILA	DIRECTOR	1.00	Director	$0	$0	$0
SARAH BERKUS GOWER	DIRECTOR	1.00	Director	$0	$0	$0
BOB LOONEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN PARKER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BLOCK	CEO	40.00	Officer	$367,610	$36,981	$404,591
GREG WILSON	CFO	40.00	Officer	$181,219	$24,897	$206,116
AARON MARSHALL	COO	40.00	Officer	$228,205	$18,397	$246,602
ELAINE MAH BEST	VP OF COMMUNITY RELATIONS	40.00	Highest	$166,347	$12,990	$179,337
JULIE BARNES	VP OF ANIMAL CARE AND HEALTH	40.00	Highest	$169,678	$12,899	$182,577
SARA NEUMANN	VETERINARIAN	40.00	Highest	$131,790	$10,425	$142,215
ELIZABETH HAHN	DIRECTOR OF ADVANCEMENT	40.00	Highest	$129,102	$61	$129,163
JENNIFER MCLEOD	DIRECTOR OF EDUCATION	40.00	Highest	$128,240	$9,685	$137,925

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$21,787,514	$18,021,541	$47,027,626	$3,765,973
2023	$18,210,287	$17,164,755	$42,825,096	$1,045,532
2022	$16,605,998	$15,727,689	$39,242,633	$878,309
2021	$18,277,956	$12,361,402	$40,270,576	$5,916,554
2020	$13,279,303	$11,190,694	$34,568,020	$2,088,609
2019	$11,017,926	$12,474,637	$31,385,801	$-1,456,711
2018	$13,830,158	$12,495,105	$30,358,203	$1,335,053

SANTA BARBARA ZOOLOGICAL FOUNDATION