2025-05-09T16:23:05-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHEDLLE DRIVE 300 IRVINE CA 92606 990 2023-07-01 951582650 LOS ANGELES ARBORETUM FOUNDATION INC LOSA 6268213231 301 N BALDWIN AVENUE ARCADIA CA 91006 ZAID RAWAS INTERIM CFO 6268213231 2025-05-07 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-05-07 2023 2025-03-06 01:10:19Z ZAID RAWAS 301 N BALDWIN AVENUE ARCADIA CA 91006 8292520 0 X WWW.ARBORETUM.ORG X 1947 CA TO CULTIVATE ITS NATURAL, HORTICULTURAL, AND HISTORIC RESOURCES FOR LEARNING, ENJOYMENT AND INSPIRATION. THE LOS ANGELES ARBORETUM FOUNDATION SECURES PHILANTHROPIC GIFTS IN SUPPORT OF THIS MISSION. 20 20 126 338 0 0 4076394 2871068 1152414 1461570 140527 123803 1336481 1483022 6705816 5939463 0 0 0 0 2686917 3034293 0 0 289666 8761673 7572658 11448590 10606951 -4742774 -4667488 10885450 7239992 991002 2298556 9894448 4941436 TO CULTIVATE ITS NATURAL, HORTICULTURAL, AND HISTORIC RESOURCES FOR LEARNING, ENJOYMENT AND INSPIRATION. THE LOS ANGELES ARBORETUM FOUNDATION SECURES PHILANTHROPIC GIFTS IN SUPPORT OF THIS MISSION. 0 0 1443487 450901 IN ADDITION TO ITS EXTENSIVE VISITOR TOUR PROGRAM, THE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN OFFERS ACTIVITIES AND EVENTS THAT CATER TO EVERY AUDIENCE, SERVING OVER 500,000 VISITORS A YEAR. ADULT EDUCATION PROGRAMS PROVIDE INSTRUCTION IN HORTICULTURE, THE NATURAL SCIENCES, AND ENVIRONMENTAL STEWARDSHIP PRACTICES FOR USE IN HOME, SCHOOL, AND COMMUNITY GARDENS. SERVICES FOR PUBLIC SCHOOLS PROVIDE FIELD TRIPS AND OTHER SCIENCE AND HISTORY CURRICULA ENRICHMENT PROGRAMS TO OVER 18,000 STUDENTS ANNUALLY, WITH 70% VISITING FROM TITLE I SCHOOLS (WHERE AT LEAST 40% OF STUDENTS ARE FROM LOW-INCOME FAMILIES). 8238014 1010669 HOME TO ONE OF THE WORLD'S FINEST COLLECTIONS OF MEDITERRANEAN AND SUBTROPICAL PLANTS, THE 127-ACRE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN SERVES AS AN IMPORTANT REPOSITORY FOR SPECIES OF BIOLOGICAL AND ECONOMIC IMPORTANCE. THE ARBORETUM LANDSCAPE ALSO SERVES AS A RICHHISTORICAL SITE THAT INCLUDES NATIVE AMERICAN, RANCHO PERIOD, AND LATE 19TH CENTURY TREASURES, INCLUDING FOUR HISTORIC LANDMARK BUILDINGS.IN AGREEMENT WITH LOS ANGELES COUNTY, THE FOUNDATION IS RESPONSIBLE FOR THE ADMISSIONS, FILMING, WEDDINGS AND SITE RENTALS. ADMISSIONS REVENUES HELP TO SUPPORT THE PROGRAMS OF THE LOS ANGELES COUNTY ARBORETUM & BOTANIC GARDEN. 9681501 1 1 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 1 53 0 1 126 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ZAID RAWAS 6268213231 301 N BALDWIN AVE ARCADIA CA 91007 JENNIFER VAN STRALEN ADMINISTRATIVE OPERATIONS 40.00 X 153907 0 7105 SYLVIA ROSENBERGER CDO 40.00 X 127773 0 13476 MICHAEL DESPLAINES CEO 40.00 X 80000 0 0 ZAID RAWAS ACTING CFO (START 01/24) 40.00 X 0 0 0 ANNE CASTRO RAMIREZ PRESIDENT 1.00 X X 0 0 0 KATHLEEN ELLISON VICE PRESIDENT 1.00 X X 0 0 0 SEAN CAIN TREASURER 1.00 X X 0 0 0 HEIDI HOOD SECRETARY 1.00 X X 0 0 0 DEBBIE ANDERSON TRUSTEE 1.00 X 0 0 0 ROBERT BARNES TRUSTEE 1.00 X 0 0 0 SUSANNE COHEN TRUSTEE 1.00 X 0 0 0 MARIE CSETTE MD PHD TRUSTEE 1.00 X 0 0 0 IMY DULAKE TRUSTEE 1.00 X 0 0 0 MARRILEE FELLOWS TRUSTEE 1.00 X 0 0 0 LACEY GOSTONY TRUSTEE 1.00 X 0 0 0 ERICA HAHN TRUSTEE 1.00 X 0 0 0 DONGMEI HUANG TRUSTEE 1.00 X 0 0 0 JUSTIN HUTCHINGS TRUSTEE 1.00 X 0 0 0 HARLAN IRVINE TRUSTEE 1.00 X 0 0 0 AKIKO KOH TRUSTEE 1.00 X 0 0 0 LLONA LINDEN TRUSTEE 1.00 X 0 0 0 VICTORIA STRATMAN TRUSTEE 1.00 X 0 0 0 JOHN TEGTMEYER TRUSTEE 1.00 X 0 0 0 BETSEY TYLER TRUSTEE 1.00 X 0 0 0 361680 0 20581 2 0 1 0 SWINERTON BUILDERS 2001 CLAYTON RD 7TH FLOOR CONCORD CA 94520 CONSTRUCTION 1500666 JTSITE SERVICES 615 N BENSON AVE M UPLAND CA 91786 CONSTRUCTION 120764 2 1392701 201425 128424 1148518 7010 2871068 ADMISSIONS 611600 1010669 1010669 PROGRAM REVENUE 611600 450901 450901 1461570 86287 86287 683713 646197 37516 37516 37516 3158349 201425 1633463 1524886 1524886 31533 73397 -41864 -41864 5939463 1419706 0 1648689 408636 210335 125895 72406 2171670 2078009 52966 40695 252799 203469 10145 39185 201188 128886 37914 34388 227064 71487 155577 18584 18584 163402 129477 2356 31569 5818 5818 161121 142410 993 17718 164818 115481 15348 33989 205656 104689 99549 1418 74996 74996 16347 16347 61221 51493 4864 4864 SPECIAL ACTIVITIES 4960399 4960399 BANK FEE 356558 337394 9498 9666 EVENTS AND CLASSES 355379 355379 TRAINING AND TRAVEL 280907 280907 520388 505868 10752 3768 10606951 9681501 635784 289666 4477865 3154149 2053644 566060 1179808 576751 75498 65239 18765 638299 591729 62917 46570 2970479 2742760 0 134937 10885450 7239992 763751 2022726 85205 2845 142046 138212 0 134773 991002 2298556 X 5775521 3281609 4118927 1659827 9894448 4941436 10885450 7239992 -4667488 208550 -494074 0 X 0 1 X 1 0 X 5206878 5110946 3552220 4076394 2910618 20857056 5206878 5110946 3552220 4076394 2910618 20857056 20857056 76169 88639 109935 450497 123803 849043 21706099 58424 0.96090 0.96390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 440437 51486 3183 488740 402611 40734 2908 440437 402611 402611 402611 402611 402611 402611 0.00000 1.00000 0.00000 0 1 0 554657 508087 46570 83642 83642 0 46570 LEASE LIABILITIES 134773 134773 X 6198529 208550 208550 5989979 18584 -69100 -50516 5939463 10657467 0 10657467 18584 -69100 -50516 10606951 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY FOR TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN PRIOR TO RECOGNITION IN THE FINANCIAL STATEMENTS. THE STANDARD ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, AND THEREFORE NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS TAX RETURNS AND THAT THE EXEMPT STATUS WOULD BE SUSTAINED ON EXAMINATION. THE FOUNDATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES USING A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX BENEFITS ARE RECORDED ONLY FOR TAX POSITIONS THAT ARE MORE- LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. MANAGEMENT DOES NOT BELIEVE THERE WERE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024. THE FOUNDATION CLASSIFIES INTEREST AND PENALTIES ON UNDERPAYMENTS OF INCOME TAX, IF ANY, AS INTEREST EXPENSE AND PENALTIES, RESPECTIVELY, BOTH OF WHICH WOULD BE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE UNITED STATES FEDERAL AND CALIFORNIA STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND MAINTENANCE AND UPKEEP OF A MEMORIAL GARDEN X X X X X X X 1 INNOVATE MARKETING GROUP 300 SOUTH RAYMOND AVENUE SUITE 2 PASADENA CA 91105 EVENT SPONSORSHIP 0 125000 40000 85000 125000 40000 85000 CA LIGHT FESTIVAL 3118799 0 3118799 1564363 75TH ANNIVERSARY GALA 240975 201425 39550 7010 33038 24802 4250 3359774 201425 3158349 7010 33038 24802 4250 1564363 1633463 1524886 X 0 0 0 0 0 0 0 0 0 JENNIFER VAN STRALEN ADMINISTRATIVE OPERATIONS 153907 0 0 0 0 0 2550 0 4555 0 161012 0 0 0 PART I, LINE 3 EXECUTIVE COMMITTEE APPROVES THE CEO COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A SAME AS LAST YEAR. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND THE TREASURER APPROVES THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C LOS ANGELES ARBORETUM FOUNDATION TRUSTEES, BOARD OFFICERS, AND KEY EMPLOYEES RECEIVE AND SIGN THE ANNUAL CONFLICT OF INTEREST FORM WHERE THEY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE ORGANIZATION. THE BOARD REVIEWS AND DISCUSSES ANY CONFLICTS TO ENSURE POLICY COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE CEO AND OTHER APPLICABLE OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE COPIES OF THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE BY WRITTEN OR ORAL REQUEST TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 LOS ANGELES ARBORETUM FOUNDATION TRUSTEES, BOARD OFFICERS, AND KEY EMPLOYEES RECEIVE AND SIGN THE ANNUAL CONFLICT OF INTEREST FORM WHERE THEY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE ORGANIZATION. THE BOARD REVIEWS AND DISCUSSES ANY CONFLICTS TO ENSURE POLICY COMPLIANCE.