2023-10-23T15:15:29-05:00 2022-12-31 953680171 MCGOWAN GUNTERMANN 200 E CARRILLO STREET SUITE 300 SANTA BARBARA CA 931017141 990 2022-01-01 237082550 GANNA WALSKA LOTUSLAND GANN 8059693767 695 ASHLEY ROAD SANTA BARBARA CA 93108 REBECCA ANDERSON EXECUTIVE DIRECTOR 8059693767 2023-10-18 1 REBECCA ANDERSON 999009999 1 CHRISLEY N REED CPA P00025230 8059629175 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA ANDERSON 695 ASHLEY ROAD SANTA BARBARA CA 93108 14228538 0 X WWW.LOTUSLAND.ORG X 2009 CA TO PRESERVE AND ENHANCE THE UNIQUE AND HISTORIC ESTATE OF MADAME GANNA WALSKA. 21 21 66 233 0 0 5244346 7366742 758881 724463 914260 451664 97034 34888 7014521 8577757 0 0 0 0 2670594 3233904 87060 74670 1423337 1847109 2024338 4604763 5332912 2409758 3244845 33491956 33690902 554904 583818 32937052 33107084 X TO PRESERVE AND ENHANCE THE UNIQUE, HISTORIC ESTATE OF MADAME GANNA WALSKA, CARE FOR AND IMPROVE ITS COLLECTIONS, AND DEVELOP ITS CONSERVATION AND HORTICULTURE PROGRAMS TO EDUCATE, INSPIRE, AND ADVANCE UNDERSTANDING AND APPRECIATION OF THE IMPORTANCE OF PLANTS. 0 0 3144131 943626 GARDEN OPERATIONS AND PUBLIC TOURS: GANNA WALSKA LOTUSLAND'S PLANT COLLECTIONS INCLUDE OVER 3,000 TAXA, INCLUDING SPECIES FROM MEDITERRANEAN REGIONS AROUND THE WORLD, AND MANY ARE RARE, ENDANGERED AND SOME EXTINCT IN THE WILD. COLLECTIONS INCLUDE CACTI, SUCCULENTS, CYCADS, PALMS, FERNS, BEGONIAS AND CONIFERS. OUR SUSTAINABLE HORTICULTURE SYSTEMS ARE BASED ON FULLY BALANCED, ECOLOGICAL SOIL MANAGEMENT PRACTICES, WHICH REPLENISH AND MAINTAIN SOIL FERTILITY BY PROVIDING OPTIMUM CONDITIONS FOR SOIL BIOLOGICAL ACTIVITY. OUR SOIL PRACTICES INCLUDE GREEN WASTE RECYCLING THROUGH COMPOSTING, MULCHING AND APPLICATIONS OF COMPOST TEAS, INSECTARIES TO ATTRACT AND SUPPORT BENEFICIAL INSECT POPULATIONS, ORGANIC PEST AND DISEASE TREATMENTS AS A LAST RESORT TO CONTROL UNACCEPTABLE OUTBREAKS, AND ORGANIC FERTILIZERS. LOTUSLAND HAS BEEN AND CONTINUES TO BE A PIONEER AMONG PUBLIC GARDENS AND OUTDOOR RECREATIONAL ENTITIES IN PRACTICING AND REFINING THESE TECHNIQUES. LOTUSLAND OPERATES WITH A COUNTY PERMIT LIMIT OF 20,000 VISITORS PER YEAR. 15,000 VISITORS PER YEAR CAN VISIT THE GARDENS ALONG WITH 5,000 SANTA BARBARA COUNTY K-12 STUDENTS (WITH AN EMPHASIS ON TITLE 1 SCHOOLS). ALL OF LOTUSLAND'S VISITORS, INCLUDING MEMBERS AND THOSE ATTENDING CLASSES, LECTURES, AND OTHER PROGRAMS, MUST MAKE ADVANCE RESERVATIONS. MOST OF THESE VISITORS TOUR THE GROUNDS WITH A TRAINED VOLUNTEER DOCENT. 29607 4190 FOURTH GRADE OUTREACH: WHILE THE COVID OUTBREAK INTERRUPTED CLASSROOM FIELD TRIPS, IN THE 2021-2022 ACADEMIC YEAR, REGIONAL ELEMENTARY SCHOOL'S FOURTH GRADE TEACHERS WERE INVITED TO SEND STUDENTS TO LOTUSLAND TO REGISTER AND TAKE AN EXPERIENTIAL LEARNING TOUR ALIGNED WITH THE GOAL OF STEAM KNOWLEDGE AND EXPOSURE WITHIN THE SETTING OF LOTUSLAND'S 37-ACRE GARDEN CLASSROOM. IN 2022, LOTUSLAND'S FOURTH GRADE OUTREACH PROGRAM WAS REIMAGINED AND ADAPTED TO INDIVIDUAL FAMILY TOURS, AS SCHOOL FIELD TRIPS WERE SUSPENDED POST-PANDEMIC. WE MAINTAINED FREE PUBLIC ACCESS FOR FOURTH GRADE STUDENTS AND THEIR FAMILIES. TRAINED EDUCATIONAL GARDEN GUIDES MET STUDENTS, AND STAFF DEVELOPED A NEW JR. BOTANIST PROGRAM GUIDE, INTEGRATING THE CA FOURTH GRADE CURRICULUM FOR LIFE SCIENCES. STUDENTS AND FAMILIES TOURED THE GARDEN FREE OF CHARGE AND WERE GIFTED A PLANT TO TAKE HOME AND TEND, INSTILLING RESPONSIBILITY FOR THE ENVIRONMENT AND CARE OF PLANTS IN OUR STUDENT POPULATION. 0 0 OPEN PATHWAYS: LOTUSLAND OPEN PATHWAYS PROGRAM TOURS WERE SUSPENDED IN 2022. INSTEAD, DUE TO THE COVID PANDEMIC AND SAFETY CONCERNS, LOTUSLAND OFFERED FREE VISITATION SPONSORED BY INDIVIDUAL DONORS FOR COMMUNITY GROUPS SUPPORTING THE PANDEMIC, INCLUDING HEALTHCARE WORKERS, FIRST RESPONDERS AND TEACHERS. 3173738 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 43 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DIRECTOR OF FINANCE 8059693767 695 ASHLEY ROAD SANTA BARBARA CA 93108 DANIEL BIFANO TRUSTEE 2.00 X 0 0 0 GEOFF CRANE TRUSTEE 2.00 X 0 0 0 CAROLINE THOMPSON TRUSTEE 2.00 X 0 0 0 LESLEY CUNNINGHAM IMMEDIATE PAST PRESIDENT 8.00 X X 0 0 0 DOROTHY H GARDNER TRUSTEE 2.00 X 0 0 0 MIMI MICHAELIS TRUSTEE 2.00 X 0 0 0 DAVID M JONES PRESIDENT 8.00 X X 0 0 0 ANTHONY GRUMBINE TRUSTEE 2.00 X 0 0 0 JOSEPH MAREK TRUSTEE 2.00 X 0 0 0 STEPHEN SCHAIBLE TREASURER 8.00 X X 0 0 0 RICK VITELLE TRUSTEE 2.00 X 0 0 0 RON CAIRD TRUSTEE 2.00 X 0 0 0 RACHAEL DOUGLAS TRUSTEE 2.00 X 0 0 0 JEFFREY F ROMANO TRUSTEE 2.00 X 0 0 0 LAURA BRIDLEY TRUSTEE 2.00 X 0 0 0 MERRYL BROWN TRUSTEE 2.00 X 0 0 0 MARI MITCHEL VICE PRESIDENT 8.00 X X 0 0 0 CRYSTAL WYATT SECRETARY 8.00 X X 0 0 0 LISA WOLF TRUSTEE 2.00 X 0 0 0 ASHLEY ADELSON TRUSTEE 2.00 X 0 0 0 JEANNE ANDERSON TRUSTEE 2.00 X 0 0 0 MARK SCHMIDT TRUSTEE 2.00 X 0 0 0 WENDY SCHMIDT TRUSTEE 2.00 X 0 0 0 DIANE FIGUEROA DIRECTOR OF FINANCE 40.00 X 92600 0 14091 REBECCA ANDERSON EXECUTIVE DIRECTOR 40.00 X 217835 0 17343 TYLER DIEHL DIRECTOR OF GROUNDS 40.00 X 107093 0 15660 PATRICIA SADEGHIAN DIRECTOR OF DEVELOPMENT 40.00 X 105961 0 1683 523489 0 48777 3 0 1 0 STEVE HANSON LANDSCAPING INC PO BOX 4547 SANTA BARBARA CA 93140 LANDSCAPING 303445 BRIGHT EVENT RENTALS 1120 MARK AVE CARPINTERIA CA 93013 EVENT RETNAL 249206 2 966251 993252 9585 5397654 605372 7366742 ADMISSION FEES 110000 636747 636747 EDUCATIONAL PROGRAM FEES 110000 87716 87716 724463 566496 566496 43470 0 43470 43470 43470 4329567 4444399 -114832 -114832 -114832 833325 993252 1065260 -231935 -231935 270462 141122 129340 129340 OTHER INCOME 900099 94013 94013 94013 8577757 947816 0 263199 341869 47036 153727 141106 2292425 1519169 16009 757247 45475 32923 127 12425 349654 214752 24342 110560 204481 120390 20148 63943 39208 39208 63657 63657 74670 74670 117848 117848 97707 3024 92203 2480 82862 16100 46270 20492 272743 180517 58567 33659 102918 60714 19698 22506 382986 336880 23120 22986 11883 7010 2274 2599 29597 17460 5665 6472 588056 470445 47044 70567 62082 37273 3630 21179 PUBLIC PROGRAMS AND EDU 123599 61527 1626 60446 AGRICULTURAL MATERIALS 49192 48518 674 5332912 3173738 735837 1423337 1600 585 3323033 4070723 118651 418500 227218 26082 46156 70894 196206 99199 18253747 7051148 11181619 11202599 18397471 17727858 2 74462 33491956 33690902 554904 509291 0 74527 554904 583818 X 22490810 20382747 10446242 12724337 32937052 33107084 33491956 33690902 3244845 -3074813 0 X X 0 1 X 1 0 X 2451521 6692280 3553839 5825411 7366742 25889793 494214 567250 435603 758881 724463 2980411 2945735 7259530 3989442 6584292 8091205 28870204 317198 478154 428707 1477791 1698353 4400203 119000 3879689 387050 76003 2022415 6484157 436198 4357843 815757 1553794 3720768 10884360 17985844 547125 391001 487843 492423 566496 2484888 547125 391001 487843 492423 566496 2484888 138258 17318 41934 140173 94013 431696 3631118 7667849 4519219 7216888 8751714 31786788 0.56580 0.61710 0.07820 0.08170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8471060 1060000 -1238942 8292118 7835260 85500 584679 34379 8471060 7714777 254250 -100662 33105 7835260 5131297 2015000 568480 7714777 5309979 68555 -247237 5131297 0.00000 0.92450 0.07550 0 0 3418370 3418370 3447911 1638767 1809144 10327876 4908765 5419111 1059590 503616 555974 11202599 FIXED INCOME 7106605 F EQUITIES AND MUTUAL FUNDS 10621253 F 17727858 FINANCE LEASE LIABILITY 74527 74527 X 5526218 -3074813 -3074813 8601031 117848 -141122 -23274 8577757 5356186 141122 141122 5215064 117848 117848 5332912 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: THE ORGANIZATION'S BOTANICAL COLLECTIONS ARE MADE UP OF RARE AND UNUSUAL PLANT SPECIMENS ASSEMBLED IN NUMEROUS THEME GARDENS WHICH ARE OPEN TO VISITORS OF LOTUSLAND. THE ORGANIZATION EMPLOYS NUMEROUS HORTICULTURAL PROFESSIONALS TO MAINTAIN THE GARDENS. OTHER COLLECTIONS INCLUDE BOOKS AND VARIOUS PERSONAL EFFECTS OF MADAME GANNA WALSKA. 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, 2022, 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 2019 AND 2018, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: GARDEN SHOP COST OF GOODS SOLD -141,122. PART XII, LINE 2D - OTHER ADJUSTMENTS: GARDEN SHOP COST OF GOODS SOLD 141,122. X X X 0 AWB CONSULTING 619 STODDARD LANE SANTA BARBARA CA 93108 CONSULTING 0 1042500 45000 997500 CAROLYN GAMBLE 189 LYRIC LANE SANTA BARBARA CA 93110 GRANT WRITING 0 130000 32070 97930 MELISSA WALKER CONSULTING 2917 LA COMBADURA ROAD SANTA BARBARA CA 93105 CONSULTING 0 10000 1302 8698 1182500 78372 1104128 LOTUSLAND CELEBRATES 1546899 993252 553647 171947 115544 36277 574160 PLANT SALES 187634 187634 11923 13844 340 69787 1 92044 92044 25966 18162 1442 25868 1826577 993252 833325 209836 147550 38059 669815 1065260 -231935 X X X X 0 0 0 0 0 0 0 0 0 REBECCA ANDERSON EXECUTIVE DIRECTOR 217835 0 0 0 0 0 10250 0 7093 0 235178 0 0 0 X 8 64261 FMV X LLC EVENT ITEMS 100 349875 FAIR MARKET VALUE X OTHER 10 142746 FAIR MARKET VALUE X PLANTS 115 48490 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 AT THE LOTUSLAND OFFICES FOR REVIEW BY THE GENERAL PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 FOUR YEARS OF FINANCIAL STATEMENTS ARE AVAILABLE AT THE LOTUSLAND OFFICES UPON REQUEST 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.