FOREVER BALBOA PARK: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOREVER BALBOA PARK (EIN 33-0849518)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-12
- IRS object ID
- 202340129349303329
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T10:29:24-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952076568 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330849518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREVER BALBOA PARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 6192322282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1549 El Prado Suite 1 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE MATSUI | PersonNm |
| Person Title | Co-Chair | PersonTitleTxt |
| Signature | 2023-01-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CONNIE | PersonFirstNm |
| Person Last | MATSUI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LATONYA M KNOX | PreparerPersonNm |
| PTIN | P00513874 | PTIN |
| Phone | 6192947200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | ELIZABETH BABCOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1549 El Prado Suite 1 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,487,296 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.foreverbalboapark.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | to sustain, envision, and enhance Balboa Park for all in partnership with the City of San Diego and in collaboration with other organizations in the Park and the community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 325 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,759,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,328,944 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,342 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $790,650 | CYProgramServiceRevenueAmt |
| PY Investment Income | $119,342 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,549 | PYOtherRevenueAmt |
| CY Other Revenue | $1,021,684 | CYOtherRevenueAmt |
| PY Total Revenue | $1,947,562 | PYTotalRevenueAmt |
| CY Total Revenue | $4,238,672 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,675,209 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $514,969 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $977,400 | PYOtherExpensesAmt |
| CY Other Expenses | $1,530,291 | CYOtherExpensesAmt |
| PY Total Expenses | $1,268,818 | PYTotalExpensesAmt |
| CY Total Expenses | $3,205,500 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $678,744 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,033,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,367,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,444,507 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $377,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $886,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,989,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,558,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | to sustain, envision, and enhance Balboa Park for all in partnership with the City of San Diego and in collaboration with other organizations in the Park and the community. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $711,302 | ExpenseAmt |
| Desc | Park ImprovementThe Organizations process for selecting Park Improvement programs and capital improvement projects includes regular collaboration with, and ongoing input from, Park stakeholders and the City of San Diego. The Organizations lead programs and projects that sustain and enhance the Park include the following initiatives: Trees and Reforestation - a comprehensive tree inventory, site-specific tree plantings, and a CAL Fire-funded initiative to plant 500 trees in the Park as well as ongoing maintenance and care for Balboa Park's urban forest. Wayfinding and Signage - a comprehensive signage inventory to improve the visitor experience and enhance access, circulation, and orientation. Planning, Design, and Outreach - collaborative planning, design, and outreach, including a series of stakeholder meetings and support for programs.Gardens Enhancement (a) uMaintenance and enhancement of Balboa Park's GARDENS THROUGHOUT THE PARK, using volunteers and staff and (b) MANAGEMENT OF AN ADOPT A PLOT PROGRAM, GUIDING PLOT ADOPTERS IN CREATING AND MAINTAINING THEIR DESIGNATED PLOTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $688,689 | ExpenseAmt |
| Revenue | $782,900 | RevenueAmt |
| Desc | Balboa Park Visitors Center: Retail Operations and Guest ServicesThe Balboa Park Visitors Center informs, educates, and serves over 600,000 visitors annually. The largest visitor center in the region, the Parks Visitors Center is supported by multilingual staff and volunteers with diverse backgrounds, who are trained to promote parkwide institutions and activities and to provide free and custom tours, maps, and information. The Visitors Center operates a gift store to offset the cost of visitor services and sells essential visitor amenities along with Park multi-museum passes, and zoo and harbor tickets. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $569,374 | ExpenseAmt |
| Desc | House of Hospitality: Historic Facilities, GardensThe Organization maintains and preserves the House of Hospitality, a National Historic Landmark building, providing clean public restrooms, ongoing facility care, and security for tenants and visitors. The Visitors Center is housed in the House of Hospitality, along with the Organizations offices, The Prado Restaurant, a ballroom, meeting rooms, and offices for nonprofit cultural and educational organizations operating within the Park. The House of Hospitality serves visitors numbering over 1,000,000 each year. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $217,626 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,186,991 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH PORTER | PersonNm |
| Phone | 6192353066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1549 EL PRADO SUITE 1 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921011660 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JACQUELINE HIGGINS | |||||||
| DIR PLAN & DESIGN | 40.00 | 0.00 | $109,941 | $0 | $9,908 | ||
| JOHN BOLTHOUSE | |||||||
| Former Exec Dir | 40.00 | 0.00 | $115,768 | $0 | $3,760 | Yes (X) | |
| SARAH BECKMAN | |||||||
| DIR EXTERNAL REL | 40.00 | 0.00 | $111,100 | $0 | $4,461 | ||
| JON BAILEY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SARAH EVANS | |||||||
| Co-Chair | 20.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| ALLISON SOARES | |||||||
| Co-Treasurer | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| DOUG KERNER | |||||||
| Chair Elect | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| BETTY PEABODY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KERRI KAPICH | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GEORGE HARDY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CAROL CHANG | |||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JACK CARPENTER | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOYE BLOUNT | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PATRICK CAUGHEY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMY DAWSON | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES DAWE | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES HUGHES | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PETER DENNEHY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MAUREEN LAMBERTI | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LYNN LANGLEY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EMILY FOX | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MONICA MROZ | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN SHULMAN | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JERRY BUCKLEY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KEN TRANBARGER | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GAIDI FINNIE | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LUCY WARREN | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANN WILSON | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOYCE GATTAS | |||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| VICTORIA HAMILTON | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CONNY JAMISON | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID KINNEY | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CONNIE MATSUI | |||||||
| Co-Chair | 20.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| GONZALO ROJAS | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GLENN ROSSMAN | |||||||
| Director | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALLISON ROSSETT | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PEMBERTON SMITH | |||||||
| Co-Treasurer | 10.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| JOE SZALKIEWIZ | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN TOMAN | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN VENEKAMP | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PETE WHEELER | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL YEE | |||||||
| Director | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH BABCOCK | |||||||
| CEO | 40.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $336,809 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $18,129 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $582,313 | GovernmentGrantsAmt |
| All Other Contributions | $1,746,631 | AllOtherContributionsAmt |
| Noncash Contributions | $3,404 | NoncashContributionsAmt |
| Total Contributions | $2,328,944 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $86,521 | $86,521 |
| TICKET SALES | 900099 | $704,129 | $704,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $790,650 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,394 | TotalRevenueColumnAmt |
| Exclusion | $97,394 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $677,897 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $677,897 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $677,897 | TotalRevenueColumnAmt |
| Exclusion | $677,897 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $592,411 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $248,624 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,787 | TotalRevenueColumnAmt |
| Exclusion | $343,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,238,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $790,650 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,119,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,805 | TotalAmt |
| Program Services | $17,561 | ProgramServicesAmt |
| Management And General | $26,342 | ManagementAndGeneralAmt |
| Fundraising | $43,902 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,041 | TotalAmt |
| Program Services | $850,660 | ProgramServicesAmt |
| Management And General | $179,040 | ManagementAndGeneralAmt |
| Fundraising | $264,341 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,763 | TotalAmt |
| Program Services | $24,983 | ProgramServicesAmt |
| Management And General | $5,910 | ManagementAndGeneralAmt |
| Fundraising | $8,870 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,088 | TotalAmt |
| Program Services | $81,107 | ProgramServicesAmt |
| Management And General | $19,186 | ManagementAndGeneralAmt |
| Fundraising | $28,795 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,512 | TotalAmt |
| Program Services | $88,515 | ProgramServicesAmt |
| Management And General | $29,980 | ManagementAndGeneralAmt |
| Fundraising | $6,017 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,438 | TotalAmt |
| Management And General | $38,438 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,197 | TotalAmt |
| Program Services | $189,515 | ProgramServicesAmt |
| Management And General | $139,327 | ManagementAndGeneralAmt |
| Fundraising | $72,355 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,771 | TotalAmt |
| Program Services | $6,028 | ProgramServicesAmt |
| Management And General | $336 | ManagementAndGeneralAmt |
| Fundraising | $8,407 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,795 | TotalAmt |
| Program Services | $24,953 | ProgramServicesAmt |
| Management And General | $7,712 | ManagementAndGeneralAmt |
| Fundraising | $13,130 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,988 | TotalAmt |
| Program Services | $215,988 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,633 | TotalAmt |
| Program Services | $3,196 | ProgramServicesAmt |
| Management And General | $1,283 | ManagementAndGeneralAmt |
| Fundraising | $3,154 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,125 | TotalAmt |
| Program Services | $18,579 | ProgramServicesAmt |
| Management And General | $3,279 | ManagementAndGeneralAmt |
| Fundraising | $2,267 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,541 | TotalAmt |
| Program Services | $14,276 | ProgramServicesAmt |
| Management And General | $15,017 | ManagementAndGeneralAmt |
| Fundraising | $1,248 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF TICKET SALES | $291,668 | $291,668 | ||
| FACILITIES MAINTENANCE | $86,871 | $86,871 | ||
| PROJECT EXPENSES | $67,672 | $67,672 | ||
| OTHER | $41,268 | $26,863 | $10,059 | $4,346 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,324 | TotalAmt |
| Program Services | $178,556 | ProgramServicesAmt |
| Management And General | $27,631 | ManagementAndGeneralAmt |
| Fundraising | $58,137 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,205,500 | TotalAmt |
| Program Services | $2,186,991 | ProgramServicesAmt |
| Management And General | $503,540 | ManagementAndGeneralAmt |
| Fundraising | $514,969 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,802,286 | BOYAmt |
| EOY | $3,048,714 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,389,179 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,043 | BOYAmt |
| EOY | $1,417,070 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115 | BOYAmt |
| EOY | $114,969 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,781 | BOYAmt |
| EOY | $82,879 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,911 | BOYAmt |
| EOY | $15,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $539,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $395,976 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,529 | BOYAmt |
| EOY | $143,980 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,736 | BOYAmt |
| EOY | $2,140,925 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,021,116 | BOYAmt |
| EOY | $3,091,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,367,517 | BOYAmt |
| EOY | $11,444,507 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,001 | BOYAmt |
| EOY | $345,546 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $256,868 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,623 | BOYAmt |
| EOY | $283,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,624 | BOYAmt |
| EOY | $886,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,051,278 | BOYAmt |
| EOY | $4,680,391 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,938,615 | BOYAmt |
| EOY | $5,877,756 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,989,893 | BOYAmt |
| EOY | $10,558,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,367,517 | BOYAmt |
| EOY | $11,444,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,033,172 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$408,266 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$1,532 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$3 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,944,883 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,223,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,154,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,759,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,328,944 | CurrentTaxYearAmt |
| Total | $7,450,380 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,223,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,154,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,759,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,328,944 | CurrentTaxYearAmt |
| Total | $7,450,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,557,709 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,892,671 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,291 | CurrentTaxYearAmt |
| Total | $1,251,976 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,375 | CurrentTaxYearMinus1YearAmt |
| Total | $12,375 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,927 | CurrentTaxYearMinus1YearAmt |
| Total | $18,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,733,380 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,935,394 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $2,665,745 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,804,129 | BeginningYearBalanceAmt |
| Contributions | $71,817 | ContributionsAmt |
| Investment Earnings Or Losses | -$313,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,478 | OtherExpendituresAmt |
| End Year Balance | $2,459,639 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,674,971 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $185,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,292 | OtherExpendituresAmt |
| End Year Balance | $2,804,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,522,840 | BeginningYearBalanceAmt |
| Contributions | $1,186 | ContributionsAmt |
| Investment Earnings Or Losses | $253,877 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,932 | OtherExpendituresAmt |
| End Year Balance | $2,674,971 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,378,219 | BeginningYearBalanceAmt |
| Contributions | $2,130 | ContributionsAmt |
| Investment Earnings Or Losses | $240,647 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $98,156 | OtherExpendituresAmt |
| End Year Balance | $2,522,840 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,371,713 | BeginningYearBalanceAmt |
| Contributions | $775 | ContributionsAmt |
| Investment Earnings Or Losses | $19,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,141 | OtherExpendituresAmt |
| End Year Balance | $2,378,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $344,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,472 | DepreciationAmt |
| Book Value | $94,590 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,373 | DepreciationAmt |
| Book Value | $34,492 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,131 | DepreciationAmt |
| Book Value | $14,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,980 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $96,995 |
| HISTORIC TREASURE-CAROUSEL | $2,665,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,091,573 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAL FUNDS | Desc |
| Amt | $283,946 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $283,946 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,077,498 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$408,266 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $248,624 | OtherRevenueAmt |
| Revenue Not Reported | -$159,642 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,237,140 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,532 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,238,672 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,454,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $248,624 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $248,624 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,205,500 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,205,500 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | FOREVER BALBOA PARK'S (THE "ORGANIZATION") COLLECTION PRESENTLY CONSISTS OF THE 1910 HERSCHELL-SPILLMAN MENAGERIE CAROUSEL (THE "CAROUSEL") WHICH IS LOCATED IN BALBOA PARK. THE ORGANIZATION PRESERVES THE CAROUSEL FOR FUTURE GENERATIONS. THE CAROUSEL IS FULLY OPERATIONAL AND PROVIDES RIDES THROUGHOUT THE YEAR. THE TIMES OF OPERATION ARE LOCATED ON THE ORGANIZATION'S WEBSITE. |
| Part V, Line 4: Intended uses of the endowment fund. | The Organizations endowment consists of individual funds established for a variety of purposes. The Organization holds and manages the general operations endowment with the remaining fund held and managed by THE San Diego Foundation. |
| Part X : FIN48 Footnote | The Organization is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, except on net income derived from unrelated business activities. The Organization believes that it has appropriate support for any tax positions taken, and, as such, does not have any uncertain tax positions that are material to the financial statements. The Organization is not a private foundation.The Organizations Return of Organization Exempt from Income Tax for the year ended June 30, 2022 is subject to examination by the Internal Revenue Service and the State taxing authorities, generally three-to-four years after the returns are filed. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | COST OF GOODS SOLD $248624 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | COST OF GOODS SOLD $248624 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Statement Note 1 | Merger:On July 1, 2021, under an Agreement of Merger, the Friends of Balboa Park (FoBP) merged with the Balboa Park Conservancy (the Conservancy). The merged organization now operates under the name of Forever Balboa Park. Following the merger, the corporate existence of FoBP continued and the separate corporate existence of the Conservancy ceased. The articles of incorporation and the bylaws of FoBP were amended and restated to reflect the primary rules governing the management of both entities. The merger between FoBP and the Conservancy did not involve the transfer of any consideration.The merger was accounted for by combining all of the assets and liabilities of the Conservancy and FoBP. The amounts recognized as of the merger date for each major class of assets and liabilities and each class of net assets on July 1, 2021. |
| Form 990, Part III, Line 2: New Services | As a result of the merger on July 1, 2021, Forever Balboa Park has undertaken the following new program services during the year:Balboa Park Visitors Center: Retail Operations and Guest ServicesThe Balboa Park Visitors Center informs, educates, and serves over 600,000 visitors annually. The largest visitor center in the region, the Parks Visitors Center is supported by multilingual staff and volunteers with diverse backgrounds, who are trained to promote parkwide institutions and activities and to provide free and custom tours, maps, and information. The Visitors Center operates a gift store to offset the cost of visitor services and sells essential visitor amenities along with Park multi-museum passes, and zoo and harbor tickets.House of Hospitality: Historic Facilities, GardensThe Organization maintains and preserves the House of Hospitality, a National Historic Landmark building, providing clean public restrooms, ongoing facility care, and security for tenants and visitors. The Visitors Center is housed in the House of Hospitality, along with the Organizations offices, The Prado Restaurant, a ballroom, meeting rooms, and offices for nonprofit cultural and educational organizations operating within the Park. The House of Hospitality serves visitors numbering over 1,000,000 each year.Park ActivationThe Organization supports the City of San Diegos Parks and Recreation Department in placemaking and Park activation endeavors, including food truck events, parkwide tours, clean-ups, community tree plantings, and December Nights. In addition to events, the Organization works with other Park stakeholders to provide important infrastructure and programming that supports community connection in public spaces.Capital Projects: Botanical Building and GardensIn the fall of 2013, the Organizations volunteer Board of Trustees decided to proceed with an inaugural capital improvement project, the rehabilitation and restoration of the iconic Botanical Building and Gardens in Balboa Park. Situated at the center of the Parks central mesa, the Botanical Building is one of the most visited and photographed structures in the Park. The Botanical Building was constructed for the 1915 Panama-California Exposition as one of just four structures intended to remain as permanent. |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Parkwide VolunteersThe Organization recruits, trains, and retains volunteers to support an array of Park needs, from horticulture to visitor experience. Growing to more than 340 volunteers strong, current programs include: Park Ambassadors, Tree Stewards, Garden Stewards, Rose Garden Corps, Tour Guides, and Information Desk Volunteers. Volunteers perform vital functions within the Park, and the program is certified by the Points of Light Foundation as an official Service Enterprise organization, one of only 11% nonprofits nationwide. OTHER PROGRAM SERVICES 5: Park ActivationThe Organization supports the City of San Diegos Parks and Recreation Department in placemaking and Park activation endeavors, including parkwide tours, clean-ups, community tree plantings, and December Nights. In addition to events, the Organization works with other Park stakeholders to provide important infrastructure and programming that supports community connection in public spaces. OTHER PROGRAM SERVICES 6: Park ImprovementThe Organizations process for selecting Park Improvement programs and capital improvement projects includes regular collaboration with, and ongoing input from, Park stakeholders and the City of San Diego. The Organizations lead programs and projects that sustain and enhance the Park include the following initiatives: Trees and Reforestation - a comprehensive tree inventory, site-specific tree plantings, and a CAL Fire-funded initiative to plant 500 trees in the Park as well as ongoing maintenance and care for Balboa Park's urban forest. Wayfinding and Signage - a comprehensive signage inventory to improve the visitor experience and enhance access, circulation, and orientation. Planning, Design, and Outreach - collaborative planning, design, and outreach, including a series of stakeholder meetings and support for programs.Gardens Enhancement (a) uMaintenance and enhancement of Balboa Park's GARDENS THROUGHOUT THE PARK, using volunteers and staff and (b) MANAGEMENT OF AN ADOPT A PLOT PROGRAM, GUIDING PLOT ADOPTERS IN CREATING AND MAINTAINING THEIR DESIGNATED PLOTS. OTHER PROGRAM SERVICES 7: Capital Projects: Botanical Building and GardensIn the fall of 2013, the Organizations volunteer Board of Trustees decided to proceed with an inaugural capital improvement project, the rehabilitation and restoration of the iconic Botanical Building and Gardens in Balboa Park. Situated at the center of the Parks central mesa, the Botanical Building is one of the most visited and photographed structures in the Park. The Botanical Building was constructed for the 1915 Panama-California Exposition as one of just four structures intended to remain as permanent.The Organization embarked on a joint endeavor with the City of San Diego to restore and enhance the Botanical Building and Gardens. The Organization is conducting a capital campaign to raise the additional funds necessary for comprehensive exterior gsrden improvements. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | BOARD OF TRUSTEES CHAIR, CONNIE MATSUI, HAS A FAMILY RELATIONSHIP WITH HIGHLY COMPENSATED EMPLOYEE, SARAH BECKMAN. |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | On July 1, 2021, under an Agreement of Merger, the Friends of Balboa Park (FoBP) merged with the Balboa Park Conservancy (the Conservancy). The merged organization now operates under the name of Forever Balboa Park. Following the merger, the corporate existence of FoBP continued and the separate corporate existence of the Conservancy ceased. The articles of incorporation and the bylaws of FoBP were amended and restated to reflect the primary rules governing the management of both entities. The merger between FoBP and the Conservancy did not involve the transfer of any consideration. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 IS FIRST PRESENTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE PRESENTS THE FORM 990 TO THE FULL BOARD OF TRUSTEES. IN EACH CASE THE COMMITTEE/BOARD RECEIVES THE FORM 990 IN ADVANCE OF THE MEETING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | An annual Conflict of Interest Policy and Disclosure Form is required to be reviewed and signed by all Board Members. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The CEO's performance is reviewed annually by the Executive Committee, with input from the entire Board of Trustees. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND OTHER PUBLIC DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REQUEST. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | BALBOA PARK CONSERVANCY MERGED NET ASSETS (95-0850465) = $2944883 |
| PRESENTATION OF PRIOR YEAR OF INFORMATION: | THE MERGER WAS ACCOUNTED FOR BY COMBINING ALL OF THE ASSETS AND LIABILITIES OF THE CONSERVANCY AND FOBP ON JULY 1, 2021. ACCORDINGLY, THE CURRENT YEAR AMOUNTS IN THIS FILING REPRESENT THE COMBINED ENTITY, WHILE THE PRIOR YEARS' AMOUNTS ARE THOSE OF FOBP(OWING TO ITS STATUS AS THE CONTINUING CORPORATE ENTITY). |
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