2026-06-10T16:47:07-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2025-01-01 952511202 DESCANSO GARDENS FOUNDATION DESC 8189494290 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 JULIANN ROOKE CEO 8189494290 2026-06-01 1 LAUREN A HAVERLOCK P00545829 8185771900 2025 2025-03-06 01:10:19Z JULIANN ROOKE 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 21909224 0 X WWW.DESCANSOGARDENS.ORG X 1960 CA AT DESCANSO GARDENS WE CONNECT PEOPLE TO NATURE AND ONE ANOTHER. 28 27 111 417 0 0 5359628 5276564 9948230 9833743 309000 179259 1237303 1919056 16854161 17208622 0 10700 0 0 5532928 5990528 34289 60000 934880 11096273 11782017 16663490 17843245 190671 -634623 26652667 27307341 7634090 8665640 19018577 18641701 TO PRACTICE EXEMPLARY STEWARDSHIP OF THE GARDENS, OFFERING PEOPLE AN EXPERIENCE CLOSE TO NATURE AND CULTIVATING UNDERSTANDING OF THE NATURAL WORLD AND PEOPLE'S PLACE IN IT THROUGH INSPIRATION, EDUCATION, AND EXAMPLE. 0 0 15162955 10700 11127092 STEWARDSHIP OF A HISTORICALLY SIGNIFICANT SITE; PUBLIC HORTICULTURE AND COLLECTIONS MANAGEMENT; EXPERIENTIAL NATURE-BASED PROGRAMS FOR CHILDREN AND FAMILIES; OPPORTUNITY FOR VOLUNTEERISM; ENVIRONMENTAL STEWARDSHIP AND PRESERVATION; AND LEADERSHIP BY EXAMPLE TOWARD MORE SUSTAINABLE LAND MANAGEMENT AND WATER CONSERVATION PRACTICES. IN 2025, DESCANSO GARDENS WELCOMED NEARLY 1,013,000 VISITORS TO THE GARDENS. DESCANSO IS A MEMBER-SUPPORTED GARDEN: IN 2025, AROUND 31,870 HOUSEHOLDS SUPPORTED DESCANSO'S MISSION THROUGH PAID ANNUAL MEMBERSHIPS. DESCANSO GARDENS IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. 15162955 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 106 0 1 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 CA X X JULIANN ROOKE 8189494290 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 JULIANN ROOKE (EX OFFICIO) CHIEF EXECUTIVE OFFICER 40.00 X X 310325 0 51320 BRAD SCHWARTZ CHAIR 2.00 X X 0 0 0 SANDRA MAYS VICE CHAIR 1.00 X X 0 0 0 MARIE QUEEN TREASURER 1.00 X X 0 0 0 LOVELL HOLDER SECRETARY 1.00 X X 0 0 0 MILENE APANIAN BOARD MEMBER 1.00 X 0 0 0 ARA ASLANIAN BOARD MEMBER 1.00 X 0 0 0 DR DIMPLE BHASIN BOARD MEMBER 1.00 X 0 0 0 DIANE BINNEY BOARD MEMBER 1.00 X 0 0 0 WILLIAM CHOI BOARD MEMBER 1.00 X 0 0 0 DARCY COLEMAN BOARD MEMBER 1.00 X 0 0 0 PAIGE FARMER BOARD MEMBER 1.00 X 0 0 0 LAURA FUREY BOARD MEMBER 1.00 X 0 0 0 BLYTHE HAAGA PARKER BOARD MEMBER 1.00 X 0 0 0 JANE HADERLEIN BOARD MEMBER 1.00 X 0 0 0 CHRISTY HOBART BOARD MEMBER 1.00 X 0 0 0 WENDY LEES BOARD MEMBER 1.00 X 0 0 0 JAMES LEVIN BOARD MEMBER 1.00 X 0 0 0 IAN MCCARTHY BOARD MEMBER 1.00 X 0 0 0 ANN MURPHY BOARD MEMBER 1.00 X 0 0 0 LAURA OLHASSO BOARD MEMBER 1.00 X 0 0 0 PATSY PINNEY BOARD MEMBER 1.00 X 0 0 0 LINDA SEGAL BOARD MEMBER 1.00 X 0 0 0 HOPE TSCHOPIK SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 SCOTT SUGINO BOARD MEMBER 1.00 X 0 0 0 KARL SWAIDAN BOARD MEMBER 1.00 X 0 0 0 JACOB TUJIAN BOARD MEMBER 1.00 X 0 0 0 CLARISSA WEIRICK BOARD MEMBER 1.00 X 0 0 0 EMI YOSHIMURA - CHIEF OPERATIONS AND ADMIN OFFICER 40.00 X 150648 0 30151 SOMER SHERWOOD-WHITE CHIEF ADVANCEMENT OFFICER 40.00 X 180064 0 17410 MARINA ERLFE - DIRECTOR OF EDUCATION AND EXHIBITIONS 40.00 X 106577 0 10573 JENNIFER ERRICO DIRECTOR OF COMMUNICATIONS 40.00 X 103491 0 4229 851105 0 113683 5 0 1 0 TOM FRUIN STUDIO LLC 240 6TH STREET BROOKLYN NY 11215 EQUIPMENT RENTALS 148150 ZACH FAJARDO 4520 PAULHAN AVENUE LOS ANGELES CA 90041 ENCHANTED/CARVER CONTRACTOR 124216 SODEXO LIVE 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 FOOD AND BEVERAGE SERVICES 118280 COZO INDUSTRIES LLC 710 4TH AVENUE UNIT 4 VENICE CA 90291 EQUIPMENT RENTALS 101650 4 3181700 92639 1679368 322857 18350 5276564 ADMISSIONS 611710 9147686 9147686 SODEXO AMORTIZATION 611710 300000 300000 GARDEN MANAGEMENT FEE 611710 270000 270000 SUMMER PROGRAM 611710 15645 15645 100412 100412 9833743 179259 179259 485400 161123 324277 324277 324277 3234835 3234835 0 149820 92639 124136 25684 25684 2473857 1180508 1293349 1293349 INSURANCE PROCEEDS 900099 262839 262839 OTHER REVENUE 900099 12907 12907 275746 17208622 11127092 0 804966 X 10700 10700 641000 128200 192300 320500 4465245 3492308 691909 281028 104638 74192 18119 12327 441153 312793 76391 51969 338492 240003 58614 39875 50743 50743 60000 60000 21334 21334 6561003 6137899 346120 76984 197770 197770 459512 415441 37592 6479 1299160 1262171 27816 9173 18716 10563 3759 4394 66210 15512 28445 22253 1603564 1519308 81877 2379 481858 456540 24603 715 BANK & CREDIT CARD FEES 443968 443968 LOSS - FIRE & DAMAGE 223618 223618 DUES, SUBSCRIPTIONS AND 178562 62296 82178 34088 FEES & HONORARIUMS 159673 159673 16326 3610 12716 17843245 15162955 1745410 934880 X 44986 30928 8435 5623 7275372 6058003 998120 1046366 156858 52239 369665 361413 82231 88726 26604174 10012909 12319750 16591265 5444371 3098006 6300 11323 26652667 27307341 2564723 2048879 5069367 6616761 7634090 8665640 X 17947228 17546316 1071349 1095385 19018577 18641701 26652667 27307341 -634623 257747 0 X 0 1 X 1 0 X 4627124 4898021 6471865 5359628 5276564 26633202 4627124 4898021 6471865 5359628 5276564 26633202 32360 26600842 569593 783755 638750 643909 664659 3300666 15221 7779 25694 48694 6526 22641 4525 275746 309438 30292000 56447103 0.87810 0.89610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2921689 317567 141250 3098006 2737182 320198 135691 2921689 2553434 321412 137664 2737182 3194667 -502533 138700 2553434 2961214 360453 127000 3194667 0.68720 0.28600 0.02680 0 0 15979941 8457934 7522007 2460138 1302113 1158025 8164095 252862 7911233 16591265 X 18910802 257747 1465767 1723514 17187288 21334 21334 17208622 19287678 1465767 1465767 17821911 21334 21334 17843245 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BENEFIT THE FOUNDATION AND ENHANCE THE FOUNDATION'S CAPABILITIES TO EXECUTE ITS CURRENT, BOARD-APPROVED MISSION IN THE SHORT TERM AND PROVIDE STABILITY AND INSTITUTIONAL LONGEVITY OVER THE VERY LONG TERM. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701(D). THE FOUNDATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE FOUNDATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. DURING THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THE FOUNDATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 1,180,508. FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII 124,136. RENTAL EXPENSES NETTED WITH REVENUE ON PART VIII 161,123. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 1,180,508. FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII 124,136. RENTAL EXPENSES NETTED WITH REVENUE ON PART VIII 161,123. X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DRIVE SUITE 2100 CHICAGO IL 60601 FUNDRAISING CONSULTANT 0 0 60000 0 60000 CA ENCHANTED PREVIEW PARTY 242459 92639 149820 58160 60996 3850 1130 242459 92639 149820 58160 60996 3850 1130 124136 25684 1 CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY 1401 HIGHLAND AVENUE DUARTE CA 91010 813919990 501(C)(3) 10700 0 DONATION WAS MADE AS PART OF A PARTNERSHIP ARRANGEMENT FOR THE SCHOOL TO PERFORM AT ENCHANTED 1 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS AND ASSISTANCE PROVIDED, INCLUDING THE PURPOSE AND AMOUNT OF EACH GRANT, DOCUMENTATION OF GRANTEE ELIGIBILITY, AND THE CRITERIA USED BY THE BOARD OF TRUSTEES OR ITS DESIGNEE TO EVALUATE AND APPROVE GRANT AWARDS. GRANT RECIPIENTS ARE SELECTED BASED ON ALIGNMENT WITH THE ORGANIZATION'S EXEMPT PURPOSE, AND ALL GRANTS ARE REVIEWED AND APPROVED IN ACCORDANCE WITH THE ORGANIZATION'S INTERNAL POLICIES AND PROCEDURES PRIOR TO DISBURSEMENT. X X X X 0 0 0 0 0 0 0 0 0 JULIANN ROOKE (EX OFFICIO) CHIEF EXECUTIVE OFFICER 310325 0 0 0 0 0 13577 0 37743 0 361645 0 0 0 SOMER SHERWOOD-WHITE CHIEF ADVANCEMENT OFFICER 180064 0 0 0 0 0 7365 0 10045 0 197474 0 0 0 EMI YOSHIMURA - CHIEF OPERATIONS AND ADMIN OFFICER 150648 0 0 0 0 0 6692 0 23459 0 180799 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION USED TO PREPARE FORM 990 IS GATHERED WITH THE ASSISTANCE OF THE CEO, FINANCE OFFICE, AND THE CHIEF ADVANCEMENT OFFICER. THE ABOVE DATA IS THEN PRESENTED FOR COMPILATION TO THE AGENCY'S OUTSIDE CPA. PRIOR TO FILING THE PREPARED FORM 990, THE FORM IS REVIEWED BY THE ABOVE LISTED PARTIES AND ALSO BY THE AUDIT COMMITTEE. ONCE THE FORM IS APPROVED BY THE ABOVE PARTIES, THE FULL BOARD RECEIVES THE COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY RECEIVES A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH ACTIVE BOARD MEMBER AND MEMBERS OF SENIOR STAFF. THE DISCLOSURES ARE REVIEWED, AND IF NECESSARY, ARE FURTHER DISCUSSED UNTIL A DETERMINATION IS MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION WILL TAKE APPROPRIATE ACTION, DEPENDENT ON THE OUTCOME OF THE ABOVE REFERENCED DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE CEO TO ENSURE THAT IT IS JUST AND REASONABLE. REVIEW AND APPROVAL OCCUR INDEPENDENTLY, WITHOUT THE PARTICIPATION OF THE INTERESTED PERSON. THE COMMITTEE USES COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS' FORM 990S, COMPENSATION STUDIES, AND OTHER RELEVANT MARKET DATA DURING THE REVIEW. THIS REVIEW AND APPROVAL OCCURS INITIALLY UPON THE HIRING OF THE CEO, WHENEVER THE TERM OF EMPLOYMENT IS RENEWED OR EXTENDED, AND WHENEVER COMPENSATION IS MODIFIED. SEPARATE REVIEW AND APPROVAL IS NOT REQUIRED IF A MODIFICATION OF COMPENSATION EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES. THE CEO REVIEWS AND APPROVES ALL OTHER OFFICERS' COMPENSATION ANNUALLY USING COMPARABILITY DATA AND OTHER RELEVANT MARKET DATA. THE OFFICERS' COMPENSATION IS ALSO INCLUDED IN THE ANNUAL BUDGET PROPOSAL, WHICH IS REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G EVENT CONTRACTORS - ENCHANTED & CARVED: PROGRAM SERVICE EXPENSES 4,915,205. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,915,205. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,222,694. MANAGEMENT AND GENERAL EXPENSES 346,120. FUNDRAISING EXPENSES 76,984. TOTAL EXPENSES 1,645,798.