2025-07-11T18:23:26-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 21700 OXNARD ST STE 300 WOODLAND HILLS CA 91367 990 2024-01-01 952511202 DESCANSO GARDENS FOUNDATION DESC 8189494290 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 JULIANN ROOKE CEO 8189494290 2025-07-09 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2024 2025-03-06 01:10:19Z JULIANN ROOKE 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 21597766 0 X WWW.DESCANSOGARDENS.ORG X 1960 CA AT DESCANSO GARDENS, WE CONNECT PEOPLE TO NATURE AND ONE ANOTHER. 28 27 108 267 0 0 6471865 5359628 9568769 9948230 193298 309000 1229056 1237303 17462988 16854161 14355 0 0 0 4781852 5532928 82594 34289 1181798 10292970 11096273 15171771 16663490 2291217 190671 25501809 26652667 6954369 7634090 18547440 19018577 TO PRACTICE EXEMPLARY STEWARDSHIP OF THE GARDENS, OFFERING PEOPLE AN EXPERIENCE CLOSE TO NATURE, CULTIVATING UNDERSTANDING OF THE NATURAL WORLD AND PEOPLE'S PLACE IN IT THROUGH INSPIRATION, EDUCATION AND EXAMPLE. 0 0 13825044 0 11005638 STEWARDSHIP OF A HISTORICALLY SIGNIFICANT SITE; PUBLIC HORTICULTURE AND COLLECTIONS MANAGEMENT; EXPERIENTIAL NATURE-BASED PROGRAMS FOR CHILDREN AND FAMILIES; OPPORTUNITY FOR VOLUNTEERISM; ENVIRONMENTAL STEWARDSHIP AND PRESERVATION; AND LEADERSHIP BY EXAMPLE TOWARD MORE SUSTAINABLE LAND MANAGEMENT AND WATER CONSERVATION PRACTICES. IN 2024, DESCANSO GARDENS WELCOMED NEARLY 950,000 VISITORS TO THE GARDENS. DESCANSO IS A MEMBER-SUPPORTED GARDEN: IN 2024, OVER 29,000 HOUSEHOLDS SUPPORTED DESCANSO'S MISSION THROUGH PAID ANNUAL MEMBERSHIPS. DESCANSO GARDENS IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. 13825044 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 77 0 1 108 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 CA X X JULIANN ROOKE 8189494290 1418 DESCANSO DRIVE LA CANADA FLINTRIDGE CA 91011 JULIANN ROOKE (EX OFFICIO) CEO 40.00 X X 283343 0 22545 BRAD SCHWARTZ CHAIR 10.00 X X 0 0 0 SANDRA MAYS VICE CHAIR 10.00 X X 0 0 0 LOVELL HOLDER SECRETARY 10.00 X X 0 0 0 MARIE QUEEN TREASURER 10.00 X X 0 0 0 MILENE APANIAN BOARD MEMBER 4.00 X 0 0 0 ARA ASLANIAN BOARD MEMBER 4.00 X 0 0 0 DR DIMPLE BHASIN BOARD MEMBER 4.00 X 0 0 0 DIANE BINNEY BOARD MEMBER 4.00 X 0 0 0 DARCY COLEMAN BOARD MEMBER 4.00 X 0 0 0 JOHN DANGONA BOARD MEMBER 4.00 X 0 0 0 CHRISTY HOBART BOARD MEMBER 4.00 X 0 0 0 LAURA FUREY BOARD MEMBER 4.00 X 0 0 0 LOLA JAMES KELLY BOARD MEMBER 4.00 X 0 0 0 BEN LOGAN BOARD MEMBER 4.00 X 0 0 0 ANN MURPHY BOARD MEMBER 4.00 X 0 0 0 BLYTHE HAAGA PARKER BOARD MEMBER 4.00 X 0 0 0 PATSY PINNEY BOARD MEMBER 4.00 X 0 0 0 JAMES LEVIN BOARD MEMBER 4.00 X 0 0 0 STEVEN ROSEN MD BOARD MEMBER 4.00 X 0 0 0 DONALD VOSS BOARD MEMBER 4.00 X 0 0 0 LINDA SEGAL BOARD MEMBER 4.00 X 0 0 0 KARL SWAIDAN BOARD MEMBER 4.00 X 0 0 0 HOPE TSCHOPIK SCHNEIDER BOARD MEMBER 4.00 X 0 0 0 WENDY LEES BOARD MEMBER 4.00 X 0 0 0 IAN MCCARTHY BOARD MEMBER 4.00 X 0 0 0 CLARISSA WEIRICK BOARD MEMBER 4.00 X 0 0 0 JACOB TUJIAN BOARD MEMBER 4.00 X 0 0 0 SOMER SHERWOOD-WHITE CAO 40.00 X 165574 0 13528 EMI YOSHIMURA COAO 40.00 X 142484 0 13106 DAVID BARE DIRECTOR OF HORTICULTURE AND GARDEN OPERATIONS 40.00 X 114615 0 12608 JENNIFER ERRICO DIRECTOR OF COMMUNICATIONS 40.00 X 100227 0 12093 806243 0 73880 5 0 1 0 TOM FRUIN STUDIO 240 6TH STREET BROOKLYN NY 11215 EQUIPMENT RENTALS FOR EVENT 202000 HR PALS LLC 955 DEEP VALLEY DRIVE SUITE 3323 PALOS VERDES PENINSULA CA 90274 HR CONSULTING 140680 ZACH FAJARDO 4520 PAULHAN AVENUE LOS ANGELES CA 90041 ENCHANTED/CARVED CONTRACTOR 103433 3 2888181 179000 1337569 954878 2352 5359628 ADMISSIONS 611710 9190800 9190800 SODEXO AMORTIZATION 611710 300000 300000 GARDEN MANAGEMENT FEE 611710 270000 270000 SUMMER PROGRAM 611710 13610 13610 173820 173820 9948230 309000 309000 334909 167318 167591 167591 167591 3538742 3538742 0 39000 179000 31221 7779 7779 2063732 1006324 1057408 1057408 OTHER REVENUE 900099 4525 4525 4525 16854161 11005638 0 488895 X 640580 128116 192174 320290 3944426 2829334 693510 421582 83457 53670 16210 13577 556278 364380 104427 87471 308187 198551 59662 49974 130910 130910 34289 34289 20545 20545 6025738 5737576 218415 69747 374891 364922 9336 633 164382 112732 11135 40515 11025 11025 1507562 1473326 22011 12225 18856 11981 6836 39 1277301 1210187 65219 1895 461200 436894 23620 686 BANK & CREDIT CARD FEES 419683 415763 2750 1170 CATERING/MEETINGS 317303 205863 20417 91023 FEES & HONORARIUMS 174240 172340 1900 DUES & SUBSCRIPTIONS 142032 82258 26113 33661 50605 27151 22333 1121 16663490 13825044 1656648 1181798 16111 11076 3021 2014 6438639 7275372 1511906 998120 206196 156858 415794 369665 61452 82231 20729094 8409344 9254356 12319750 7610746 5444371 2720 6300 25501809 26652667 1753462 2564723 5200907 5069367 6954369 7634090 X 14910821 17947228 3636619 1071349 18547440 19018577 25501809 26652667 190671 280466 0 X 0 1 X 1 0 X 3233937 4627124 4898021 6471865 5359628 24590575 3233937 4627124 4898021 6471865 5359628 24590575 52318 24538257 92813 569593 783755 638750 643909 2728820 15221 7779 23000 8025 6526 22641 4525 41717 27384112 47650963 0.89610 0.87920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2737182 320198 135691 2921689 2553434 321412 137664 2737182 3194667 -502533 138700 2553434 2961214 360453 127000 3194667 2706348 374966 120100 2961214 0.69150 0.27440 0.03410 0 0 11351650 6820654 4530996 2644065 1588690 1055375 6733379 6733379 12319750 X 18318945 280466 1204863 1485329 16833616 20545 20545 16854161 17847808 1204863 1204863 16642945 20545 20545 16663490 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BENEFIT THE FOUNDATION AND ENHANCE THE FOUNDATION'S CAPABILITIES TO EXECUTE ITS CURRENT, BOARD-APPROVED MISSION IN THE SHORT TERM AND PROVIDE STABILITY AND INSTITUTIONAL LONGEVITY OVER THE VERY LONG TERM. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701(D). THE FOUNDATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE FOUNDATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FOUNDATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 1,006,324. FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII 31,221. RENTAL EXPENSES NETTED WITH REVENUE ON PART VIII 167,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 1,006,324. FUNDRAISING EXPENSES NETTED WITH REVENUE ON PART VIII 31,221. RENTAL EXPENSES NETTED WITH REVENUE ON PART VIII 167,318. X X X X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DRIVE SUITE 2100 CHICAGO IL 60601 FUNDRAISING CONSULTANT 0 0 34289 0 34289 CA ENCHANTED PREVIEW PARTY 218000 179000 39000 31221 218000 179000 39000 31221 31221 7779 SCH G, PART I, LINE 2B THE ORGANIZATION ENGAGED CAMPBELL AND COMPANY TO COMPLETE A FEASIBILITY STUDY FOR A MULTI-YEAR CAPITAL CAMPAIGN. X X X X 0 0 0 0 0 0 0 0 0 JULIANN ROOKE (EX OFFICIO) CEO 283343 0 0 0 0 0 11969 0 10576 0 305888 0 0 0 SOMER SHERWOOD-WHITE CAO 165574 0 0 0 0 0 6745 0 6783 0 179102 0 0 0 EMI YOSHIMURA COAO 142484 0 0 0 0 0 6323 0 6783 0 155590 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION USED TO PREPARE FORM 990 IS GATHERED WITH THE ASSISTANCE OF THE CEO, FINANCE OFFICE, AND THE CHIEF ADVANCEMENT OFFICER. THE ABOVE DATA IS THEN PRESENTED FOR COMPILATION TO THE AGENCY'S OUTSIDE CPA. PRIOR TO FILING THE PREPARED FORM 990, THE FORM IS REVIEWED BY THE ABOVE LISTED PARTIES AND ALSO BY THE AUDIT COMMITTEE. ONCE THE FORM IS APPROVED BY THE ABOVE PARTIES, THE FULL BOARD RECEIVES THE COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY RECEIVES A SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENT FROM EACH ACTIVE BOARD MEMBER AND MEMBERS OF SENIOR STAFF. THE DISCLOSURES ARE REVIEWED, AND IF NECESSARY, ARE FURTHER DISCUSSED UNTIL A DETERMINATION IS MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION WILL TAKE APPROPRIATE ACTION, DEPENDENT ON THE OUTCOME OF THE ABOVE REFERENCED DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE CEO TO ENSURE THAT IT IS JUST AND REASONABLE. REVIEW AND APPROVAL OCCUR INDEPENDENTLY, WITHOUT THE PARTICIPATION OF THE INTERESTED PERSON. THE COMMITTEE USES COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS' 990S, COMPENSATION STUDIES, AND OTHER RELEVANT MARKET DATA DURING THE REVIEW. THIS REVIEW AND APPROVAL OCCURS INITIALLY UPON THE HIRING OF THE CEO, WHENEVER THE TERM OF EMPLOYMENT IS RENEWED OR EXTENDED, AND WHENEVER COMPENSATION IS MODIFIED. SEPARATE REVIEW AND APPROVAL IS NOT REQUIRED IF A MODIFICATION OF COMPENSATION EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES. THE CEO REVIEWS AND APPROVES ALL OTHER OFFICERS' COMPENSATION ANNUALLY USING COMPARABILITY DATA AND OTHER RELEVANT MARKET DATA. THE OFFICERS' COMPENSATION IS ALSO INCLUDED IN THE ANNUAL BUDGET PROPOSAL, WHICH IS REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G EVENT CONTRACTORS - ENCHANTED & CARVED: PROGRAM SERVICE EXPENSES 5,644,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,644,252. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 128,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,400. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 93,324. MANAGEMENT AND GENERAL EXPENSES 90,015. FUNDRAISING EXPENSES 69,747. TOTAL EXPENSES 253,086.