2024-11-13T18:33:33-06:00 2023-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO ST STE 300 SANTA BARBARA CA 93101 990 2023-01-01 237082550 GANNA WALSKA LOTUSLAND GANN 8059693767 695 ASHLEY ROAD SANTA BARBARA CA 93108 REBECCA ANDERSON EXECUTIVE DIRECTOR 8059693767 2024-11-13 1 1 CHRISLEY N REED CPA P00025230 8059629175 2023 2024-10-15 13:58:12Z REBECCA ANDERSON 695 ASHLEY ROAD SANTA BARBARA CA 93108 16440582 0 X WWW.LOTUSLAND.ORG X 2009 CA TO PRESERVE AND ENHANCE THE UNIQUE BOTANIC GARDENS AND HISTORIC ESTATE OF MADAME GANNA WALSKA. 22 22 64 252 0 0 7366742 8514926 724463 845942 451664 462474 34888 153707 8577757 9977049 0 0 0 0 3233904 3312014 74670 40236 1148358 2024338 2495686 5332912 5847936 3244845 4129113 33690902 40689655 583818 759183 33107084 39930472 X TO PRESERVE AND ENHANCE THE DISTINCTIVE BOTANICAL GARDENS AND ESTATE OF MADAME GANNA WALSKA. LOTUSLAND EDUCATES AND INSPIRES VISITORS WITH ITS COLLECTIONS, SUSTAINABLE HORTICULTURE PRACTICES, AND PLANT CONSERVATION. 0 0 3582853 998134 GANNA WALSKA LOTUSLAND'S PUBLIC TOURS SHOWCASE PLANT COLLECTIONS ENCOMPASSING OVER 3,500 TAXA, INCLUDING SPECIES FROM MEDITERRANEAN REGIONS AROUND THE WORLD. MANY OF THESE SPECIES ARE RARE, ENDANGERED, AND SOME ARE EXTINCT IN THE WILD. THE COLLECTIONS FEATURE CACTI, SUCCULENTS, CYCADS, PALMS, FERNS, BEGONIAS, AND CONIFERS. OUR SUSTAINABLE HORTICULTURE METHODS ARE FOUNDED ON ORGANIC METHODS AND ARE DESIGNED TO DEMONSTRATE ENVIRONMENTAL STEWARDSHIP AND TEACH BEST PRACTICES. 106927 30870 JUNIOR BOTANIST PROGRAM: FORMERLY KNOWN AS THE FOURTH GRADE OUTREACH PROGRAM, THE JUNIOR BOTANIST PROGRAM OFFERS STUDENTS IMMERSIVE EXPERIENCES WITHIN LOTUSLAND'S 37-ACRE GARDEN CLASSROOM. IN 2023, WE CONTINUED NURTURING THE ENVIRONMENTAL STEWARDS OF TOMORROW BY EDUCATING THEM ABOUT BOTANY, HORTICULTURE, AND SUSTAINABLE PRACTICES. THIS PROGRAM SERVED:- 1,750 K-12 STUDENTS FROM 26 ELEMENTARY SCHOOLS- 261 UNIVERSITY STUDENTS- 3 PAID STUDENT INTERNSFOLLOWING THE PANDEMIC, THE JUNIOR BOTANIST PROGRAM WAS REINSTATED IN ITS FULLEST FORM TO CONTINUE PROVIDING FREE PUBLIC ACCESS TO PROMOTE LIFE SCIENCES EDUCATION. 3746 ENHANCING ACCESS AND INCLUSION: NORTH AMERICA'S BOTANIC GARDENS SERVE OVER 123 MILLION PEOPLE ANNUALLY, DEMONSTRATING THEIR IMMENSE VALUE. HOWEVER, SOME VISITORS FIND IT CHALLENGING TO ACCESS OR AFFORD A VISIT TO LOTUSLAND GIVE THE $60 ADMISSION FOR ADULTS. TO ADDRESS THIS, LOTUSLAND OPERATES ITS OPEN PATHWAYS PROGRAM, WHICH UNDERWRITES SOME OR ALL ADMISSION FEES FOR COMMUNITY GROUP TOURS, EVENTS, AND MEETINGS. THESE INITIATIVES REFLECT LOTUSLAND'S COMMITMENT TO INCLUSIVITY AND COMMUNITY ENGAGEMENT, ENSURING THAT FINANCIAL BARRIERS DO NOT PREVENT ANYONE FROM EXPERIENCING THE WONDERS OF OUR GARDENS. LOTUSLAND'S OPEN PATHWAYS PROGRAM INCLUDES: MUSEUMS FOR ALL: THIS NATIONAL INITIATIVE OFFERS ADMISSIONS TO INDIVIDUALS RECEIVING FOOD ASSISTANCE (SNAP BENEFITS) BY PRESENTING THEIR EBT CARD AND A PHOTO ID. GRANT FUNDS SUPPORT ADMISSIONS AND ACCESS REVENUE FOR THIS PROGRAM; NONPROFIT ORGANIZATION SUPPORT: GRANTS ENABLE US TO PROVIDE ACCESS AND TOURS TO NONPROFIT ORGANIZATIONS, ALLOWING INDIVIDUALS WHO MIGHT NOT OTHERWISE EXPERIENCE LOTUSLAND TO DO SO; ACCREDITED LOCAL MUSEUM OR GARDEN STAFF ARE HOSTED AT NO COST, FOSTERING PROFESSIONAL DEVELOPMENT AND COLLABORATION WITHIN THE COMMUNITY; COMMUNITY ACCESS DAYS: WITH PRIVATE SUPPORT, LOTUSLAND OFFERS HALF-PRICE TICKETS ON COMMUNITY ACCESS DAYS. THESE DAYS INCLUDE ADMISSIONS FOR SANTA BARBARA COUNTY VISITORS TOOUR OUTDOOR GARDENS AND COLLECTIONS, FEATURING POP-UP PROGRAMMING THAT ENRICHES THE VISITOR EXPERIENCE. 3693526 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DIRECTOR OF FINANCE 8059693767 695 ASHLEY ROAD SANTA BARBARA CA 93108 DANIEL BIFANO TRUSTEE 3.00 X 0 0 0 GEOFF CRANE TRUSTEE 3.00 X 0 0 0 CAROLINE THOMPSON TRUSTEE 3.00 X 0 0 0 LESLEY CUNNINGHAM IMMEDIATE PAST PRESIDENT 7.00 X X 0 0 0 DAVID M JONES PRESIDENT 7.00 X X 0 0 0 ANTHONY GRUMBINE TRUSTEE 3.00 X 0 0 0 JOSEPH MAREK TRUSTEE 5.00 X 0 0 0 STEPHEN SCHAIBLE TREASURER 7.00 X X 0 0 0 RICK VITELLE TRUSTEE 3.00 X 0 0 0 RON CAIRD TRUSTEE 3.00 X 0 0 0 RACHAEL DOUGLAS TRUSTEE 3.00 X 0 0 0 JEFFREY F ROMANO TRUSTEE 3.00 X 0 0 0 LAURA BRIDLEY TRUSTEE 3.00 X 0 0 0 MERRYL BROWN TRUSTEE 5.00 X 0 0 0 MARI MITCHEL VICE PRESIDENT 7.00 X X 0 0 0 CRYSTAL WYATT SECRETARY 7.00 X X 0 0 0 LISA WOLF TRUSTEE 3.00 X 0 0 0 ASHLEY ADELSON TRUSTEE 5.00 X 0 0 0 JEANNE ANDERSON TRUSTEE 3.00 X 0 0 0 MARK SCHMIDT TRUSTEE 3.00 X 0 0 0 WENDY SCHMIDT TRUSTEE 3.00 X 0 0 0 CONNIE FLOWERS PEARCY TRUSTEE 3.00 X 0 0 0 REBECCA ANDERSON EXECUTIVE DIRECTOR 40.00 X 221618 0 19036 FIONA BRENNAN DIRECTOR OF FINANCE 40.00 X 108796 0 10869 TYLER DIEHL DIRECTOR OF GROUNDS 40.00 X 105068 0 15771 PATRICIA SADEGHIAN DIRECTOR OF DEVELOPMENT 40.00 X 125000 0 6250 560482 0 51926 4 0 1 0 STEVE HANSON LANDSCAPING INC PO BOX 4547 SANTA BARBARA CA 93140 LANDSCAPING 176476 ARCADIA STUDIO 202 EAST COTA STREET SANTA BARBARA CA 93101 DESIGN 126692 DUO EVENTS 614 E HALEY STREET SANTA BARBARA CA 93103 EVENT RENTAL 116015 BRIGHT EVENT RENTALS 1120 MARK AVE CARPINTERIA CA 93013 EVENT RENTAL 114147 JANO PRINTING & MAILWORKS 200 N ELEVAR STREET OXNARD CA 93030 MARKETING 100939 5 923394 1392479 346676 5852377 1438197 8514926 ADMISSION FEES 110000 788577 788577 EDUCATIONAL PROGRAM FEES 110000 57365 57365 845942 614575 614575 40103 0 40103 40103 40103 5245288 5397389 -152101 -152101 -152101 865964 1392479 935422 -69458 -69458 242341 130722 111619 111619 OTHER INCOME 900099 71443 71443 71443 9977049 1029004 0 433119 360319 48131 167796 144392 2326711 1657393 158034 511284 50986 36017 7247 7722 364414 233983 46026 84405 209584 128868 31980 48736 57442 57442 72477 72477 40236 40236 122395 122395 205591 47860 69228 88503 127294 81685 35092 10517 311632 149479 104799 57354 60882 29203 20474 11205 583450 575650 5000 2800 34600 16596 11636 6368 21882 10496 7359 4027 674924 501289 81081 92554 67957 43522 7958 16477 PUBLIC PROGRAMS AND EDU 123177 101371 28 21778 AGRICULTURAL MATERIALS 31983 31983 5847936 3693526 1006052 1148358 585 834 4070723 5290945 418500 1790559 26082 350555 70894 59835 99199 97376 19216081 7677758 11202599 11538323 17727858 21505186 74462 56042 33690902 40689655 509291 702968 74527 56215 583818 759183 X 20382747 22370008 12724337 17560464 33107084 39930472 33690902 40689655 4129113 2694275 0 X X 0 1 X 1 0 X 6692280 3553839 5825411 7366742 8514926 31953198 567250 435603 758881 724463 788577 3274774 7259530 3989442 6584292 8091205 9303503 35227972 478154 428707 1477791 1698353 944084 5027089 3879689 387050 76003 2022415 1888719 8253876 4357843 815757 1553794 3720768 2832803 13280965 21947007 391001 487843 492423 566496 614575 2552338 391001 487843 492423 566496 614575 2552338 17318 41934 140173 94013 71443 364881 7667849 4519219 7216888 8751714 9989521 38145191 0.57540 0.56580 0.06690 0.07820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8292118 926364 1872980 11091462 8471060 1060000 -1238942 8292118 7835260 85500 584679 34379 8471060 7714777 254250 -100662 33105 7835260 5131297 2015000 568480 7714777 0.00000 0.77470 0.22530 0 0 3418370 3418370 3732901 1814207 1918694 10937845 5315841 5622004 1126965 547710 579255 11538323 FIXED INCOME 7239176 F EQUITIES AND MUTUAL FUNDS 14266010 F 21505186 FINANCE LEASE LIABILITY 56215 56215 X 12679651 2694275 2694275 9985376 122395 -130722 -8327 9977049 5856263 130722 130722 5725541 122395 122395 5847936 PART III, LINE 1A: IN ACCORDANCE WITH GAAP, THE ORGANIZATION DOES NOT CAPITALIZE DONATED OR PURCHASED COLLECTIONS OR RECOGNIZE THEM AS REVENUES OR GAINS. GAAP PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICES, RATHER THAN FINANCIAL GAIN, AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: LOTUSLAND'S BOTANICAL COLLECTIONS AND HORTICULTURE: LOTUSLAND BOASTS AN EXTRAORDINARY ARRAY OF RARE AND UNUSUAL PLANT SPECIMENS, METICULOUSLY ASSEMBLED INTO NUMEROUS THEME GARDENS OPEN TO VISITORS. OUR BOTANICAL COLLECTIONS ARE A TESTAMENT TO THE RICH DIVERSITY AND BEAUTY OF THE PLANT KINGDOM. THESE GARDENS ARE METICULOUSLY MAINTAINED BY A DEDICATED TEAM OF HORTICULTURAL PROFESSIONALS, ENSURING THAT EACH SPECIMEN THRIVES AND CONTRIBUTES TO THE OVERALL SPLENDOR OF LOTUSLAND. ART AND ARTIFACT COLLECTIONS: IN ADDITION TO OUR LIVING COLLECTIONS, LOTUSLAND PRESERVES A VALUABLE ASSORTMENT OF BOOKS, STATUARY, TILE, ART, AND VARIOUS PERSONAL EFFECTS OF MADAME GANNA WALSKA, THE VISIONARY FOUNDER OF LOTUSLAND. THESE COLLECTIONS PROVIDE INSIGHT INTO HER LIFE AND LEGACY, AND PRESERVE THE HISTORY AND MISSION OF LOTUSLAND'S CREATOR AND HER COLLECTIONS AND ARCHIVES. PART X, LINE 2: THE ORGANIZATION IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, WHICH IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE OF CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D); THEREFORE, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) (1) (A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (1). THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ORGANIZATION FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020 AND 2019, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: GARDEN SHOP COST OF GOODS SOLD -130,722. PART XII, LINE 2D - OTHER ADJUSTMENTS: GARDEN SHOP COST OF GOODS SOLD 130,722. X X X 0 AWB CONSULTING 619 STODDARD LANE SANTA BARBARA CA 93108 CONSULTING 0 500000 24000 476000 ELIJAH MERMIN 310 MARKET STREET SANTA CRUZ CA 95060 GRANT WRITING 0 10000 13470 -3470 CONRAD COLLECTIVE 3793 INDIAN ROCK ROAD LAKE ISABELLA CA 93240 GRANT WRITING 0 0 2766 -2766 510000 40236 469764 LOTUSLAND CELEBRATES 1976266 1381479 594787 225621 129693 13819 483800 PLANT SALES 167477 11000 156477 14446 12875 9399 1 114700 114700 21599 1047 260 22863 2258443 1392479 865964 261666 143615 14079 516062 935422 -69458 X X X X 0 0 0 0 0 0 0 0 0 REBECCA ANDERSON EXECUTIVE DIRECTOR 221618 0 0 0 0 0 11250 0 7786 0 240654 0 0 0 X 12 967808 FMV X LLC EVENT ITEMS 50 460874 FAIR MARKET VALUE X PLANTS 52 9515 RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATIONS'S AUDIT COMMITTEE REVIEWS THE DRAFT FORM 990 AND, UPON COMPLETING ITS REVIEW, ACCEPTS THE DOCUMENT AND DIRECTS MANAGEMENT TO PROVIDE THE FORM 990 TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENTS ARE RENEWED ANNUALLY BY THE BOARD OF TRUSTEES AT THE JANUARY MEETING. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR SALARY IS DETERMINED BY STUDY OF SIMILAR NON-PROFIT EXECUTIVE PAY. THE SALARY SURVEY IS REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE AND WHEN A NEW CONTRACT IS EXECUTED, IT IS VOTED AND APPROVED BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990, GOVERNING DOCUMENTS AND FORM 1023 ARE AVAILABLE ONLINE AT THE ORGANIZATION'S WEBSITE AND UPON REQUEST AT THE LOTUSLAND OFFICES FOR REVIEW BY THE GENERAL PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ONLINE AT THE ORGANIZATION'S WEBSITE AND UPON REQUEST AT THE LOTUSLAND OFFICES FOR REVIEW BY THE GENERAL PUBLIC. FORM 990, PART XI, LINE 2C THE AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE WERE NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.