2023-01-12T10:29:24-08:00 2022-06-30 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 92108 990 2021-07-01 330849518 FOREVER BALBOA PARK FORE 6192322282 1549 El Prado Suite 1 SAN DIEGO CA 92101 CONNIE MATSUI Co-Chair 2023-01-11 true CONNIE MATSUI 999009999 LATONYA M KNOX P00513874 6192947200 2 AAL1 IAL1 FAL1 2021 2023-03-07 01:45:13Z X ELIZABETH BABCOCK 1549 El Prado Suite 1 SAN DIEGO CA 92101 4487296 false X www.foreverbalboapark.org X 1999 CA 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. 39 38 39 325 0 1759329 2328944 55342 790650 119342 97394 13549 1021684 1947562 4238672 0 0 291418 1675209 0 514969 977400 1530291 1268818 3205500 678744 1033172 7367517 11444507 377624 886360 6989893 10558147 X 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. true false 711302 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. 688689 782900 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. 569374 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. 217626 2186991 true true false false false false false true false true true false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 23 0 false 39 true false false false false false false false 0 false false false false false false false X 39 38 true false true false false false false true true false false true true true true true true true false false CA X X ELIZABETH PORTER 6192353066 1549 EL PRADO SUITE 1 SAN DIEGO CA 921011660 JACQUELINE HIGGINS DIR PLAN & DESIGN 40.00 0.00 109941 0 9908 JOHN BOLTHOUSE Former Exec Dir 40.00 0.00 X 115768 0 3760 SARAH BECKMAN DIR EXTERNAL REL 40.00 0.00 111100 0 4461 JON BAILEY Director 5.00 0.00 X 0 0 0 SARAH EVANS Co-Chair 20.00 0.00 X X 0 0 0 ALLISON SOARES Co-Treasurer 10.00 0.00 X X 0 0 0 DOUG KERNER Chair Elect 5.00 0.00 X X 0 0 0 BETTY PEABODY Director 5.00 0.00 X 0 0 0 KERRI KAPICH Director 5.00 0.00 X 0 0 0 GEORGE HARDY Director 5.00 0.00 X 0 0 0 CAROL CHANG Director 10.00 0.00 X 0 0 0 JACK CARPENTER Director 5.00 0.00 X 0 0 0 JOYE BLOUNT Director 5.00 0.00 X 0 0 0 PATRICK CAUGHEY Director 5.00 0.00 X 0 0 0 AMY DAWSON Director 5.00 0.00 X 0 0 0 JAMES DAWE Director 5.00 0.00 X 0 0 0 JAMES HUGHES Director 5.00 0.00 X 0 0 0 PETER DENNEHY Director 5.00 0.00 X 0 0 0 MAUREEN LAMBERTI Director 5.00 0.00 X 0 0 0 LYNN LANGLEY Director 5.00 0.00 X 0 0 0 EMILY FOX Director 5.00 0.00 X 0 0 0 MONICA MROZ Director 5.00 0.00 X 0 0 0 JONATHAN SHULMAN Director 5.00 0.00 X 0 0 0 JERRY BUCKLEY Director 5.00 0.00 X 0 0 0 KEN TRANBARGER Director 5.00 0.00 X 0 0 0 GAIDI FINNIE Director 5.00 0.00 X 0 0 0 LUCY WARREN Director 5.00 0.00 X 0 0 0 ANN WILSON Director 5.00 0.00 X 0 0 0 JOYCE GATTAS Director 10.00 0.00 X 0 0 0 VICTORIA HAMILTON Director 5.00 0.00 X 0 0 0 CONNY JAMISON Director 5.00 0.00 X 0 0 0 DAVID KINNEY Director 5.00 0.00 X 0 0 0 CONNIE MATSUI Co-Chair 20.00 0.00 X X 0 0 0 GONZALO ROJAS Director 5.00 0.00 X 0 0 0 GLENN ROSSMAN Director 10.00 0.00 X 0 0 0 ALLISON ROSSETT Director 5.00 0.00 X 0 0 0 PEMBERTON SMITH Co-Treasurer 10.00 0.00 X X 0 0 0 JOE SZALKIEWIZ Director 5.00 0.00 X 0 0 0 JOHN TOMAN Director 5.00 0.00 X 0 0 0 JOHN VENEKAMP Director 5.00 0.00 X 0 0 0 PETE WHEELER Director 5.00 0.00 X 0 0 0 MICHAEL YEE Director 5.00 0.00 X 0 0 0 ELIZABETH BABCOCK CEO 40.00 0.00 X 0 0 0 336809 18129 3 false false false 0 582313 1746631 3404 2328944 OTHER REVENUE 900099 86521 86521 TICKET SALES 900099 704129 704129 790650 97394 97394 0 0 677897 677897 677897 677897 0 0 0 592411 248624 343787 343787 0 4238672 790650 1119078 X 0 0 0 0 87805 17561 26342 43902 0 1294041 850660 179040 264341 39763 24983 5910 8870 129088 81107 19186 28795 124512 88515 29980 6017 0 0 38438 38438 0 0 0 401197 189515 139327 72355 14771 6028 336 8407 0 45795 24953 7712 13130 0 215988 215988 7633 3196 1283 3154 0 0 0 0 24125 18579 3279 2267 30541 14276 15017 1248 COST OF TICKET SALES 291668 291668 FACILITIES MAINTENANCE 86871 86871 PROJECT EXPENSES 67672 67672 OTHER 41268 26863 10059 4346 264324 178556 27631 58137 3205500 2186991 503540 514969 1802286 3048714 1389179 91043 1417070 1115 114969 0 0 0 4781 82879 12911 15218 539956 395976 5529 143980 2428736 2140925 0 0 0 3021116 3091573 7367517 11444507 96001 345546 256868 281623 283946 377624 886360 X 3051278 4680391 3938615 5877756 6989893 10558147 7367517 11444507 X 1033172 -408266 -1532 -3 2944883 X false true X true false X 1223040 984300 1154767 1759329 2328944 7450380 0 0 1223040 984300 1154767 1759329 2328944 7450380 1557709 5892671 116171 118154 123018 119342 775291 1251976 12375 12375 8331 6391 3927 18649 8733380 1935394 0.67470 0.78720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2665745 X X false 2804129 71817 -313829 102478 2459639 2674971 25000 185450 81292 2804129 2522840 1186 253877 102932 2674971 2378219 2130 240647 98156 2522840 2371713 775 19872 14141 2378219 0.04000 0.96000 true false false 344062 249472 94590 113865 79373 34492 82029 67131 14898 143980 CONSTRUCTION IN PROGRESS 96995 HISTORIC TREASURE-CAROUSEL 2665745 3091573 CUSTODIAL FUNDS 283946 283946 X 4077498 -408266 248624 -159642 4237140 1532 1532 4238672 3454124 248624 248624 3205500 3205500 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 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).