2024-07-29T16:26:43-05:00 2022-06-30 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2021-07-01 951582650 LOS ANGELES ARBORETUM FOUNDATION INC LOSA 6268213231 301 N BALDWIN AVENUE ARCADIA CA 91007 SEAN E CAIN TREASURER 6268213231 2024-07-22 1 KIRBY ROSS P00298143 4055949200 2021 2024-08-08 14:25:15Z X JENNIFER VAN STRALEN 301 N BALDWIN AVENUE ARCADIA CA 91007 13838030 0 X WWW.ARBORETUM.ORG X 1947 CA TO CULTIVATE ITS NATURAL, HORTICULTURAL, AND HISTORIC RESOURCES FOR LEARNING, ENJOYMENT AND INSPIRATION. THE LOS ANGELES ARBORETUM FOUNDATION SECURES PHILANTHROPIC GIFTS IN SUPPORT OF THIS MISSION. 25 25 140 385 0 0 5110949 6097826 1156425 813569 513958 152057 199284 265513 6980616 7328965 0 0 0 0 1400205 1671509 0 0 228804 1371045 1718469 2771250 3389978 4209366 3938987 16499897 19242822 1907667 1039685 14592230 18203137 TO CULTIVATE ITS NATURAL, HORTICULTURAL, AND HISTORIC RESOURCES FOR LEARNING, ENJOYMENT AND INSPIRATION. THE LOS ANGELES ARBORETUM FOUNDATION SECURES PHILANTHROPIC GIFTS IN SUPPORT OF THIS MISSION. 0 0 1645759 402664 HOME TO ONE OF THE WORLD'S FINEST COLLECTIONS OF MEDITERRANEAN AND SUBTROPICAL PLANTS, THE 127-ACRE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN SERVES AS AN IMPORTANT REPOSITORY FOR SPECIES OF BIOLOGICAL AND ECONOMIC IMPORTANCE. THE ARBORETUM LANDSCAPE ALSO SERVES AS A RICH HISTORICAL SITE THAT INCLUDES NATIVE AMERICAN, RANCHO PERIOD, AND LATE 19TH CENTURY TREASURES, INCLUDING FOUR HISTORIC LANDMARK BUILDINGS. 1097054 410905 IN ADDITION TO ITS EXTENSIVE VISITOR TOUR PROGRAM, THE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN OFFERS ACTIVITIES AND EVENTS THAT CATER TO EVERY AUDIENCE, SERVING OVER 500,000 VISITORS A YEAR. ADULT EDUCATION PROGRAMS PROVIDE INSTRUCTION IN HORTICULTURE, THE NATURAL SCIENCES, AND ENVIRONMENTAL STEWARDSHIP PRACTICES FOR USE IN HOME, SCHOOL, AND COMMUNITY GARDENS. SERVICES FOR PUBLIC SCHOOLS PROVIDE FIELD TRIPS AND OTHER SCIENCE AND HISTORY CURRICULA ENRICHMENT PROGRAMS TO OVER 18,000 STUDENTS ANNUALLY, WITH 70% VISITING FROM TITLE I SCHOOLS (WHERE AT LEAST 40% OF STUDENTS ARE FROM LOW-INCOME FAMILIES). IN AGREEMENT WITH LOS ANGELES COUNTY, THE FOUNDATION IS RESPONSIBLE FOR THE ADMISSIONS, FILMING, WEDDINGS AND SITE RENTALS. ADMISSIONS REVENUES HELP TO SUPPORT THE PROGRAMS OF THE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN. 2742813 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X JENNIFER VAN STRALEN 6268213231 301 N BALDWIN AVENUE ARCADIA CA 91107 DAN FOLIART PAST PRESIDENT 1.00 0.00 X 0 0 0 BETSEY TYLER TRUSTEE 1.00 0.00 X 0 0 0 ERICA HAHN TRUSTEE 1.00 0.00 X 0 0 0 IMY DULAKE TRUSTEE 1.00 0.00 X 0 0 0 SUSAN KRANWINKLE PAST PRESIDENT 1.00 0.00 X 0 0 0 CHARLES L SEITZ PHD TRUSTEE 1.00 0.00 X 0 0 0 HEIDI HOOD TRUSTEE 1.00 0.00 X 0 0 0 GEORGE A BRUMDER PAST PRESIDENT 1.00 0.00 X 0 0 0 GILBERT RESENDEZ PAST PRESIDENT 1.00 0.00 X 0 0 0 JUSTIN HUTCHINGS TRUSTEE 1.00 0.00 X 0 0 0 G ARNOLD MULDER PAST PRESIDENT 1.00 0.00 X 0 0 0 ROBERT BARNES TRUSTEE 1.00 0.00 X 0 0 0 BURKS L HAMNER PAST PRESIDENT 1.00 0.00 X 0 0 0 SUSANNE COHEN TRUSTEE 1.00 0.00 X 0 0 0 DIANE GROHULSKI TRUSTEE 1.00 0.00 X 0 0 0 CONNIE CHING TRUSTEE 1.00 0.00 X 0 0 0 KENNETH D HILL PHD PAST PRESIDENT 1.00 0.00 X 0 0 0 SUSANNE COHEN TRUSTEE 1.00 0.00 X 0 0 0 MARIE CSETE MDPHD TRUSTEE 1.00 0.00 X 0 0 0 DONGMEI HUANG TRUSTEE 1.00 0.00 X 0 0 0 DIANA LEACH TRUSTEE 1.00 0.00 X 0 0 0 JOHN TEGTMEYER TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM LINCOLN PRESIDENT 1.00 0.00 X X 0 0 0 KATHLEEN ELLISON VICE PRESIDENT 1.00 0.00 X X 0 0 0 ANNETTE CASTRO RAMIREZ SECRETARY 1.00 0.00 X X 0 0 0 SEAN CAIN TREASURER 1.00 0.00 X X 0 0 0 SYLVIA ROSENBERGER CDD 40.00 0.00 X 147660 0 9350 JENNIFER VAN STRALEN CFO 40.00 0.00 X 109493 0 0 RICHARD SCHULHOF CEO 40.00 0.00 X 39219 0 0 296372 0 9350 2 0 1 0 JBC INC 1613 CHELSEA ROAD SAN MARINO CA 91108 EVENT PARKING 342462 EPT DESIGN 1370 VALLEY VISTA DR SUITE 180 DIAMOND BAR CA 91765 ARCHITECTURE 190251 PINNACLE 15855 EDNA PLACE SUITE 7 IRWINDALE CA 91706 CUSTODIAL 184407 3 1446013 4651813 6097826 EDUCATION & OTH. PROGRAMS 611600 813569 813569 813569 109935 109935 477532 435410 42122 42122 42122 5886291 5575284 311007 311007 452877 498371 -45494 -45494 7328965 813569 0 417570 325115 129785 132727 62603 1076640 1026684 6595 43361 30410 6800 17860 5750 87993 57279 10929 19785 151351 92893 33548 24910 127398 67274 49466 10658 9283 9283 40269 32147 8122 81958 48592 16443 16923 165450 110300 55150 4698 3996 702 5041 5041 98286 49143 49143 31234 22938 4148 4148 BANK CHARGES 255621 238556 5054 12011 SPECIAL ACTIVITIES 245237 245237 HONORARIUMS 157778 157778 OUTSIDE SERVICES 157718 153614 623 3481 338498 290514 22810 25174 3389978 2742813 418361 228804 4410761 4952439 2890432 4007676 2545757 3279774 51614 0 33219 51080 2147271 940756 1304800 1206515 3353830 2654896 1909484 3090442 16499897 19242822 1907667 719395 0 320290 1907667 1039685 X 9022208 7413561 5570022 10789576 14592230 18203137 16499897 19242822 3938987 -655113 327033 0 X 0 1 X 1 0 X 1707474 3882575 5206878 5110946 6097826 22005699 1707474 3882575 5206878 5110946 6097826 22005699 183354 21822345 77736 92712 76169 88639 109935 445191 22450890 813569 0.97200 0.97630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236721 236721 236721 236721 236721 236721 236721 236721 211721 25000 236721 1.00000 0 0 1562418 374003 1188415 501211 483111 18100 83642 83642 0 1206515 MUTUAL FUNDS 2654896 C 2654896 CONSTRUCTION IN PROCESS 2567298 BENEFICIAL INTEREST 523144 3090442 OTHER LIABILITIES 94407 PAYROLL LIABILITIES 75982 EIDL LOAN 149901 320290 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY FOR TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN PRIOR TO RECOGNITION IN THE FINANCIAL STATEMENTS. THE STANDARD ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, AND THEREFORE NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS AND THAT THE EXEMPT STATUS WOULD BE SUSTAINED ON EXAMINATION. THE FOUNDATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES USING A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS ARE RECORDED ONLY FOR TAX POSITIONS THAT ARE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. MANAGEMENT DOES NOT BELIEVE THERE WERE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022. THE FOUNDATION CLASSIFIES INTEREST AND PENALTIES ON UNDERPAYMENTS OF INCOME TAX, IF ANY, AS INTEREST EXPENSE AND PENALTIES, RESPECTIVELY, BOTH OF WHICH WOULD BE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE UNITED STATES FEDERAL AND CALIFORNIA STATE JURISDICTIONS. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND MAINTENANCE AND UPKEEP OF A MEMORIAL GARDEN FESTIVAL 5886291 5886291 5575284 5886291 5886291 5575284 5575284 311007 X 0 0 0 0 0 0 0 0 0 SYLVIA ROSENBERGER CDD 147660 0 0 0 0 0 9350 0 0 0 157010 0 0 0 PART I, LINE 3 CEO SALARY SET IN THE BUDGET PROCESS AND APPROVED BY THE EXECUTIVE COMMITTEE AND BOARD APPROVES THE BUDGET. FORM 990 - AMENDED RETURN AFTER THE ORIGINAL 2021 FORM 990 FOR FYE 6/30/22 WAS FILED, THE FINAL AUDIT REPORT WAS ISSUED. THIS RETURN IS BEING AMENDED TO RECONCILE TO THE AUDIT REPORT. THE FOLLOWING CHANGES WERE MADE: PART VIII - LINE 12 (REVENUE) INCREASE $98,565 PART IX - LINE 25 (FUNCTIONAL EXPENSES) INCREASE $563,645 PART XI - LINE 10 (NET ASSETS) DECREASE $128,723 PART X - LINE 16 (TOTAL ASSETS) DECREASE $324,687 PART X - LINE 26 (TOTAL LIABILITIES) DECREASE $195,964 PART X - LINE 33 ( NET ASSETS) DECREASE $128,723 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND THE TREASURER APPROVES THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C LOS ANGELES ARBORETUM FOUNDATION TRUSTEES, BOARD OFFICERS, AND KEY EMPLOYEES RECEIVE AND SIGN THE ANNUAL CONFLICT OF INTEREST FORM WHERE THEY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE ORGANIZATION. THE BOARD REVIEWS AND DISCUSSES ANY CONFLICTS TO ENSURE POLICY COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE CEO AND OTHER APPLICABLE OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE BY WRITTEN OR ORAL REQUEST TO THE EXECUTIVE DIRECTOR.