2023-12-18T11:17:56-08:00 2023-06-30 952076568 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 92108 990 2022-07-01 330849518 FOREVER BALBOA PARK FORE 6192322282 1549 El Prado Suite 1 SAN DIEGO CA 92101 ELIZABETH BABCOCK President & CEO 2023-12-18 true ELIZABETH BABCOCK 999009999 true LATONYA M KNOX P00513874 6192947200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z ELIZABETH BABCOCK 1549 El Prado Suite 1 SAN DIEGO CA 92101 4183040 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. 32 31 56 300 0 2328944 1826752 790650 619889 97394 108285 1021684 1311481 4238672 3866407 0 0 1675209 1846336 0 542738 1530291 2007630 3205500 3853966 1033172 12441 11444507 11495056 886360 948060 10558147 10546996 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. false false 797861 619889 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 tickets. 786872 Dorothea Laub Balboa Park CarouselThe Balboa Park Carousel (the Carousel) was constructed in 1910 during the golden age of carousels (c.1880 1920) by the Herschell-Spillman Company of North Tonawanda, New York, and was permanently moved to the Park in 1922. Designated as a Historical Resource, the Carousel is a classic wood carousel of the menagerie type, featuring original hand-painted figures. After acquiring the Carousel in 2017, the Organization has made significant structural and historic restorations of the Carousel itself, and of the historic building in which it is housed, the most recent of which were completed in July 2023. These restorations include two new roofs, roof beam structural repairs, repairs to the clerestory windows and frames, and repainting, all adhering to rigorous historic restoration standards. The Carousel provides more than 125,000 rides annually to visitors of all ages. 735519 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. 571025 2891277 true true false false false false false true false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 20 0 false 56 true false false false false false true true false 0 false false false false false false false X 32 31 true false false 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 ELIZABETH BABCOCK President & CEO 40.00 0.00 X 232591 0 9238 JACQUELINE HIGGINS VP PLANNING 40.00 0.00 122650 0 13514 SARAH BECKMAN VP INST ADVANCE 40.00 0.00 123392 0 6434 ELIZABETH PORTER VP OF FINANCE 40.00 0.00 X 93696 0 19081 JOYE BLOUNT Director 5.00 0.00 X 0 0 0 SARAH EVANS IMM PAST CHAIR 5.00 0.00 X 0 0 0 ALLISON SOARES TREAS/SECRETARY 10.00 0.00 X X 0 0 0 DOUG KERNER CHAIR 10.00 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 john venekamp Director 5.00 0.00 X 0 0 0 JACK CARPENTER 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 HUGHES 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 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 5.00 0.00 X 0 0 0 VICTORIA HAMILTON CHAIR ELECT 5.00 0.00 X 0 0 0 CONNIE MATSUI IMM PAST CHAIR 5.00 0.00 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 Director 5.00 0.00 X 0 0 0 JOHN TOMAN 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 572329 48267 3 false true false 0 32837 256112 1537803 1826752 OTHER REVENUE 900099 78026 78026 TICKET SALES 900099 541863 541863 619889 108285 108285 0 0 904443 904443 904443 904443 0 7660 32837 23630 -15970 -15970 0 716011 293003 423008 423008 0 3866407 619889 1419766 0 0 0 0 418419 62000 201419 155000 0 1113367 883787 10845 218735 38681 23883 5360 9438 152188 93967 21089 37132 123681 100455 23847 -621 0 0 20385 20385 0 0 0 0 0 10269 9684 303 282 46218 24748 8396 13074 0 257872 257872 0 0 0 0 0 26640 20800 2783 3057 35943 7543 28400 CAROUSEL RESTORATION & PRESERV 589692 589692 COST OF TICKET SALES 325482 325482 OUTSIDE SERVICES 235741 154013 55661 26067 FACILITIES MAINTENANCE 112734 111747 508 479 346654 225604 40955 80095 3853966 2891277 419951 542738 3048714 794254 1389179 3292401 1417070 726093 114969 111600 0 0 0 82879 100249 15218 11495 956624 408589 143980 548035 2140925 2892615 0 0 0 3091573 3018314 11444507 11495056 345546 692977 256868 1670 283946 253413 886360 948060 X 4680391 4975822 5877756 5571174 10558147 10546996 11444507 11495056 12441 -17717 -5875 X false true X true false X 984300 1154767 1759329 2328944 1826752 8054092 0 0 984300 1154767 1759329 2328944 1826752 8054092 1420981 6633111 118154 123018 119342 775291 1012728 2148533 12375 12375 8331 6391 3927 18649 10233649 3271294 0.64820 0.67470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2665745 X X false 2459639 -13008 14266 2432365 2804129 71817 -313829 102478 2459639 2674971 25000 185450 81292 2804129 2522840 1186 253877 102932 2674971 2378219 2130 240647 98156 2522840 0.03000 0.97000 true false false 352035 263994 88041 525565 85276 440289 79024 59319 19705 548035 CONSTRUCTION IN PROGRESS 16264 HISTORIC TREASURE-CAROUSEL 2665745 3018314 CUSTODIAL FUNDS 253413 253413 X 4135818 -17717 293003 275286 3860532 5875 5875 3866407 4146969 293003 293003 3853966 3853966 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, 2023 AND 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 $293003 Part XII, Line 2d: Other expenses and losses per audited F/S COST OF GOODS SOLD $293003 false SPARKS AWARDS 40497 32837 7660 23630 40497 32837 7660 23630 23630 -15970 X X false false false false false false false false false ELIZABETH BABCOCK President & CEO 217591 15000 3073 6165 241829 Form 990, Part III, Line 4d 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 300 volunteers strong, current programs include: Park Ambassadors, Tree Stewards, Tree Maintenance Volunteers, 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 Citys Parks and Recreation Department in placemaking and Park activation endeavors, including parkwide tours, clean-ups, community tree plantings, and provisioning of volunteers for visitor services for 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. The Organization hosts high school and college level interns each year, engaging them in workforce training on landscape architecture, GIS and mapping, marketing and communications, and leadership development skills. The Organization also partners with other Park organizations to support field trip programs and summer camp programs with tours and training orientations. OTHER PROGRAM SERVICES 6: Park Improvement:The Organizations process for selecting Park Improvement programs and capital improvement projects includes regular collaboration with, and ongoing input from, Park stakeholders and the City. The Organizations lead programs and projects that sustain and enhance the Park include the following initiatives: Urban Forest Initiative - a comprehensive tree inventory, site-specific tree plantings, sapling distribution programs, and a grant-funded initiative to plant hundreds of trees in the Park, while engaging youth and community members in learning more about caring for the Parks urban forest.Wayfinding and Signage - implementation of recommendations for a comprehensive wayfinding strategy to improve the visitor experience and to enhance access, circulation, and orientation. This strategy encompasses redesigning, updating, and distributing a comprehensive Park map, and designing and installing wayfinding, Park identification, and pedestrian signs in several key locations within the Park.Convenings and Awards - collaborative planning, design, and outreach, including a series of park-wide stakeholder meetings and support for programs focused specifically on horticulture and park improvement projects. The newest project, the annual sPARK Awards celebrates creative collaboration in the Park by honoring other inspirational organizations and individuals.Gardens Enhancement (a) upgraded gardens throughout the Park, with significant improvements to the Cactus Garen including irrigation planning, species mapping, and interpretive QR codes, elevating the stature of this neglected garden, (b) implemented pest control procedures for the Rose Garden and led the Rose Garden pergola redesign, (c) recruited and trained dozens of new Garden Stewards, and (d) managed an Adopt-a-Plot program, guiding plot adopters in creating and maintaining their designated plots.Trail Restoration - restoration of degraded trails in the Park, including the 26th Street trail in the Golden Hill neighborhood of the Park, and a trail in the Trees for Health medicinal garden, opening up these areas of the park for Park-goers of all physical abilities; collaboration with the Park Ranger team to identify future trail restoration projects to protect biodiversity and enhance outdoor learning and recreation. OTHER PROGRAM SERVICES 7: Botanical Building and GardensThe Botanical Building and Gardens is an architectural and horticultural treasure, introducing visitors from around the world to the plethora of plants that flourish in the mild Southern California climate. Constructed for the 1915 Panama-California Exposition, the iconic building remains one of the largest wood lath structures in the world.The shared vision for the Botanical Building and Gardens future is to create a world-class botanical experience that inspires people to connect to nature. The facility and surrounding gardens have long been in need of revitalization, which will be accomplished through restoration of the original 1915 structure and creation of a meaningful botanical experience for the 21st century. Using federal, state, local, and private funding raised through the Organizations multi-year capital campaign, the building and gardens are being restored to their former glory, with the Organization serving as the Citys private partner.The City is leading Phase 1 of the project, which includes the full restoration of the building to its original 1915 design, recreating the series of arched openings with Palladian windows and large doors, and opening up the inside space to the surrounding gardens as intended. Updated planting designs and accessible walkways will present visitors with the wonders of biodiversity, while ensuring all visitors can enjoy the experience. State-of-the-art lighting and new irrigation systems will be added. Two new additions to the buildings north faade will provide additional work space and multipurpose rooms for educational and public programming.The Organization is leading Phase 2 of the restoration and reinvigoration of the landmark building and gardens by reconstructing the historic pergola, revitalizing the surrounding gardens, and repairing fountains and pathways. Accomplishment of this phase will provide for improved botanical collection management, an enhanced visitor experience, and expanded educational and programming use.An important element of the Organizations capital campaign is to raise several years of funding for trained Garden Stewards volunteers to help maintain the landscapes. The Organizations core of over 300 engaged volunteers provides daily care for the Parks 20+ gardens and 16,000 trees. Once open, the new landscapes will be one of the sites cared for by these dedicated and expertly trained volunteers. The Organizations capital campaign also includes startup funding for public programming to engage and educate visitors of all ages, using the Botanical Building and Gardens as the learning setting. An overarching goal of this programming will be to integrate the arts, science, technology, and environmental learning using the botanical collection. K-12 field trips and support for teachers will advance science and environmental learning goals appropriate for a wide range of curricula and will be linked to state learning standards. Family-focused and arts-infused public programs will enchant visitors from across our diverse region and beyond. Youth internships will provide an introduction to careers in landscape design, horticulture, environmental conservation, and green jobs. Volunteer-led tours of the restored gardens will provide an insider glimpse into the ways in which innovative and water-smart design choices benefit this landmark public space. The revitalization and activation of this public space in the heart of San Diego will make it a valued resource and exceptional visitor experience for the Parks millions of annual visitors. Form 990, Part VI, Section A, Line 2 BOARD OF TRUSTEES IMMEDIATE PAST CHAIR, CONNIE MATSUI, HAS A FAMILY RELATIONSHIP WITH HIGHLY COMPENSATED EMPLOYEE, SARAH BECKMAN. Form 990, Part VI, Section B, Line 11b 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, Section B, Line 12c An annual Conflict of Interest Policy and Disclosure Form is required to be reviewed and signed by all Board Members. Form 990, Part VI, Section B, Line 15a The CEO's performance is reviewed annually by the Executive Committee, with input from the entire Board of Trustees. Form 990, Part VI, Section C, Line 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND OTHER PUBLIC DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REQUEST.