2016-11-15T12:16:55-06:00 2016-06-30 473535842 Davis Farr LLP 2301 Dupont Drive Suite 200 Irvine CA 92612 990 2015-07-01 953385354 Living Desert The LIVI 7603465694 47-900 PORTOLA AVENUE PALM DESERT CA 92260 allen monroe PRESIDENT & CEO 7603465694 2016-11-15 1 JENNIFER FARR P00743254 9494742020 2015 2017-02-10 21:41:12Z Allen Monroe 47-900 PORTOLA AVENUE PALM DESERT CA 92260 11069101 0 X WWW.LIVINGDESERT.ORG X 1970 CA TO PRESERVE A PORTION OF THE COLORADO DESERT AND FOSTER APPRECIATION FOR PLANTS AND ANIMALS. 25 24 170 426 14386 12509 2748252 3466112 5762186 5617594 2159388 648046 449844 73384 11119670 9805136 59580 71124 0 0 4740809 5287886 0 0 716439 5793686 6179493 10594075 11538503 525595 -1733367 58082398 56312686 4680091 4868428 53402307 51444258 X DESERT CONSERVATION THROUGH PRESERVATION, EDUCATION AND APPRECIATION. 0 0 1517205 71124 Conservation Programing: The Living Desert values native biological diversity and intact functioning natural ecosystems. Our goal is to take effective action to promote or secure these values. The Living Desert's primary conservation focus is desert plants and animals, and desert ecosystems. We conduct in situ conservation activities locally, regionally and internationally. The Living Desert also conducts ex situ conservation activities at our facility. The Living Desert engages in conservation on all scales from very specific small projects to grand scale, ecologically broad programs. The Living Desert's most effective role is as a conservation partner with others. We also take the role of facilitating other's conservation initiatives and sometimes as a contributor of resources or funds to support conservation. 1543239 168027 Education at The Living Desert provides exemplary learning opportunities that connect people with nature and desert conservation. These experiences enable the community to better understand, appreciate and contribute to a future where humans live in balance with the world's desert ecosystems.Education at The Living Desert is a specialized field of environmental education. It gives our community access to desert ecology, plants and animals in order to enrich their understanding of interdependence and conservation. This involves experiential learning in our unique desert ecosystem that encompasses raising awareness of social and ecological aspects inherent in the conservation of the natural world; Acquiring new perspectives, values, knowledge and skills; Participate in formal and informal learning processes and empower people to take positive action for our environment. 4794667 3855166 Collections: The Living Desert maintains one of the most notable and extensive living collections of desert flora and fauna in the United States. As one of only two zoological and botanical parks in the country with desert conservation as its mission, we boast a collection of more than 600 desert animals of over 150 species, and over 10,000 deserts plants of 1,400 species from around the world in over 50 desert themed gardens and habitats. This is all within the Living Desert's natural Sonoran Desert setting in the foothills of the Santa Rosa Mountains. The plants and animals at The Living Desert play an important role, they are considered ambassadors for their wild counterparts. They are here to make a connection so that the people who get to "meet" them will be inspired to make a positive difference in the world on their behalf. The animal care staff and gardeners also have an important role, this is not only to care for them but to be their voice. They are able to tell desert stories to help make those vital connections between the plants, animals and the people they meet. Our goal is to provide the best experience for our guests, and our plants and animals. 2365809 1651267 MEMBERSHIP/PARK SERVICES: THE LIVING DESERT HAS BEEN A MEMBERSHIP ORGANIZATION SINCE IT OPENED ITS OPERATION ALMOST 45 YEARS AGO. ANNUAL MEMBERSHIP PRICING STARTS AT $79.95 FOR AN INDIVIDUAL MEMBERSHIP ALL THE WAY UP TO $5,000 FOR A PRESIDENT'S CIRCLE MEMBERSHIP. MEMBERSHIP PROVIDES AN EXPANSION OF THE GUEST EXPERIENCE TO INCLUDE AN ONGOING RELATIONSHIP WITH THE PARK'S EDUCATIONAL PROGRAMMING AND SPECIAL EVENTS. THE PARK SERVICES DEPARTMENT ASSURES THAT EVERY ONE OF OUR MORE THAN 405,000 VISITORS ANNUALLY HAS A TOP-RATED EXPERIENCE - FROM THE EASE OF PARKING AND ENTRY, TO THE ENJOYMENT OF THE COLLECTIONS. 2365809 1651267 10220920 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 58 0 1 170 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DWIGHT MIDDENDORF 7603465694 47-900 PORTOLA AVENUE PALM DESERT CA 92260 roger snoble CHAIRMAN 1.80 X X 0 0 0 RICK CARLSON VICE CHAIRMAN 1.40 X X 0 0 0 MARY O CONE SECRETARY 0.70 X X 0 0 0 Bill Appel TREASURER 1.40 X X 0 0 0 Peggy Bernthal TRUSTEE 0.60 X 0 0 0 Nancy Burke TRUSTEE 0.70 X 0 0 0 Susan E Cooper TRUSTEE 0.50 X 0 0 0 Daphne DeMartino TRUSTEE 0.40 X 0 0 0 Harry M Goldstein TRUSTEE 0.80 X 0 0 0 Patti Grundhofer TRUSTEE 0.20 X 0 0 0 E Earl Hoover II TRUSTEE 0.10 X 0 0 0 Sis Jackson TRUSTEE 0.40 X 0 0 0 Michael Kiner TRUSTEE 1.10 X 0 0 0 Louise Knowles TRUSTEE 0.60 X 0 0 0 Janet Lanterman TRUSTEE 0.30 X 0 0 0 Peter Scheer TRUSTEE 0.10 X 0 0 0 Dick Shalhoub TRUSTEE 0.50 X 0 0 0 Betts Simon TRUSTEE 0.10 X 0 0 0 Bill Simpkins TRUSTEE 0.70 X 0 0 0 BJ Skilling TRUSTEE 1.00 X 0 0 0 Mary Lou Solomon TRUSTEE 0.30 X 0 0 0 Larry Spicer TRUSTEE 1.50 X 0 0 0 Sam Spinello TRUSTEE 0.90 X 0 0 0 Sandra Cooper Woodson TRUSTEE 0.30 X 0 0 0 Allen Monroe PRESIDENT & CEO 40.00 X X 177500 0 2814 177500 0 2814 1 0 1 0 CORD MEDIA LLC PO BOX 1208 RANCHO MIRAGE CA 92270 MEDIA CONTRACT 663930 Peckham Guyton Albers & Viets Inc 200 North Broadway Ste 1000 St Louis MO 63102 PLANNING & DESIGN 381494 MOMENTOUS 125 E TAHQUITZ CANYON WAY STE 203 PALM SPRINGS CA 92262 EVENT MANAGER 336806 MICHAEL BOYD CONSTRUCTION 69298 SAWGRASS RD CATHEDRAL CITY CA 92234 CONTRACTOR 233353 SPINELESS WONDERS PO BOX 431 FOREST LAKE MN 55025 BUTTERFLIES 223141 5 1003065 1130978 1332069 227761 3466112 PARK ADMISSIONS 453220 3855166 3855166 PARK SERVICES AND RENT 900099 910186 910186 MEMBERSHIPS 621990 389162 389162 RETAIL CONCESSIONS 900099 295053 295053 EDUCATION PROGRAMS 900099 168027 168027 5617594 566549 566549 294806 0 294806 294806 14386 280420 429142 347645 81497 81497 81497 638032 1130978 916320 -278288 -278288 OTHER REVENUE 900099 56866 56866 56866 9805136 5674460 14386 650178 63456 63456 7668 7668 200000 172000 10000 18000 4303424 3785076 195837 322511 16410 14933 656 821 434304 394362 18022 21920 333748 296264 12927 24557 159208 159208 677862 631007 14781 32074 515791 504307 11484 42933 34002 2849 6082 473482 425547 24115 23820 98931 82296 8735 7900 55487 55487 1890457 1701411 94523 94523 114667 104347 5160 5160 CA UBIT TAXES 877 877 FUTURE PARK PLANNING 655071 589563 32754 32754 PARK SUPPLIES 368449 366705 872 872 REPAIRS & MAINTENANCE 298591 276757 10917 10917 827687 715732 8911 103044 11538503 10220920 601144 716439 1466350 2302815 2491210 4925492 7582068 5990407 220203 62651 13333 102815 203514 39059474 19012914 21080058 20046560 24787470 22689824 263214 59301 75677 32122 58082398 56312686 799409 901181 880682 967247 3000000 3000000 4680091 4868428 X 23527187 22411774 6190124 5294917 23684996 23737567 53402307 51444258 58082398 56312686 -1733367 -224682 0 X X 0 1 X 1 0 X 11801041 3283493 8060977 2748252 3466112 29359875 5438276 4501696 5089914 5762186 5617594 26409666 857631 582793 698712 638032 2777168 17239317 8642820 13733684 9209150 9721738 58546709 1555629 1321187 1402332 898679 5177827 204324 5085085 191858 690747 6172014 1759953 6406272 1594190 1589426 11349841 47196868 612056 655829 721448 847485 846969 3683787 612056 655829 721448 847485 846969 3683787 14799 13374 17480 14386 60039 254186 25070 56866 336122 17851373 9567634 14493576 10074115 10639959 62626657 0.75360 0.86930 0.05880 0.06080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 29518095 124419 542243 709662 156803 29318292 29189681 632791 1289004 1410893 182488 29518095 20582255 6775292 2921854 769833 137214 29372354 15658071 4348511 1299223 613079 110471 20582255 5880427 9561590 279583 5000 58529 15658071 0.19000 0.81000 0.00000 0 0 884973 884973 22254759 8781898 13472861 6393693 3935655 2458038 1072636 575617 497019 8453413 5719744 2733669 20046560 X 9569332 -224682 148086 -76596 9645928 159208 159208 9805136 11527381 148086 148086 11379295 159208 159208 11538503 Part III, Line 1a: The organization's collections consist substantially of animals and plants that thrive in deserts from all around the world, including all four deserts of North America. The collections are held for educational, research, scientific and curatorial purposes and are used to foster an appreciation of the desert and its wildlife Part III, Line 4: the organization would not exist without the collections of animals and plants. The works of art are on display for the furtherance of the public draw to the living desert. Part V, Line 4: The mission of The Living Desert's endowment funds are to provide ongoing support for current and future park operations. Part X, Line 2: The Living Desert is exempt from federal income and California franchise taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the State Revenue and Taxation Code, respectively. The Living Desert's federal Return of Organization Exempt from Income Tax (Form 990) and Return of Organization Exempt from Business Income Tax (Form 990-T) for the last three fiscal years are subject to IRS examination. As of the date of this report, the Living Desert's return covering the fiscal year ended June 30, 2016 has not yet been filed. The Organization's Forms 199, California Exempt Organization Annual Information Return, are subject to examination by the IRS, generally for four years after they are filed. 1 0 0 0 0 0 0 0 0 0 Sub-Saharan Africa CONSERVATION 7668 CHECK 1 0 0 0 0 0 0 Part I, Line 2: The Living Desert only contributes to other not-for-profits with an exempt purpose similar that furthers the Mission of the Living Desert. GALA 931146 718846 212300 2440 331216 184361 WILDLIGHTS 518036 244828 273208 981 12700 191399 3 319828 167304 152524 7040 17731 168452 1769010 1130978 638032 10461 361647 544212 916320 -278288 1 SPECIES 360 7900 International Dr Ste 1040 Minneapolis MN 55425 411637575 501c3 10000 CONSERVATION AND EDUCATION INSTITUTE FOR NEOTROPICAL CONSERVATION 481 LAMB RD CARBONDALE IL 62902 203252748 501C3 5000 CONSERVATION CONTRIBUTION BIGHORN INSTITUTE PO BOX 262 PALM DESERT CA 92260 953700081 501C3 7668 CONSERVATION WILDLIFE CONSERVATION GLOBAL 1615 Riverside Avenue Jacksonville FL 32204 260035224 501c3 7668 Conservation CHICAGO ZOOLOGICAL SOCIETY 3300 Golf Road Brookfield IL 60513 362167016 501c3 5000 Conservation and education SAHARA CONSERVATION Fund 60450 Hop Patch Springs Mountain Center CA 92561 260171939 501c3 5000 Conservation Humboldt State University 1 Harpst Street Arcata CA 95521 946050071 Public University 5000 Scholarships Coachella Valley Economic Partnership 3111 E Tahquitz Canyon Way Palm Springs CA 92262 330642485 501c3 10500 Conservation 8 Part I, Line 2: The Living Desert only contributes to other not-for-profits with an exempt purpose similar that furthers the Mission of the Living Desert. X X 0 0 0 0 0 0 0 0 0 Allen Monroe PRESIDENT & CEO 177500 0 0 0 0 0 0 0 2814 0 180314 0 0 0 KERRY GRAVES DIRECTOR OF PARK SERVICES RELOCATION COSTS X 20000 0 0 1 1 schedule L, part II, loans to and from interested parties PARK SERVICES DIRECTOR - LOAN WAS PAID OFF IN FY 15/16. SCHEDULE L, part II, loans to and from interested parties KERRY GRAVES: PURPOSE OF LOAN: RELOCATION COSTS X GALA DONATIONS 107 109371 FMV X MISCELLANEOUS 41 64391 FMV X BREW AT THE ZOO DONATIONS 42 49080 fmv X EDUCATION PROGRAM DONATIONS 5 4919 fmv 0 0 0 Form 990, Part VI, Section B, line 11 A COPY IS PROVIDED TO THE AUDIT COMMITTEE, AND SUBSEQUENTLY TO THE FINANCE COMMITTEE. IT THEN GOES TO THE BOARD OF DIRECTORS BEFORE THE FORM 990 IS FILED. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICY IS DESIGNED TO HELP MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE THE LIVING DESERT WITH A SET PROCEDURE THAT, IF OBSERVED, WILL ALLOW A TRANSACTION TO BE TREATED AS VALID AND BINDING EVEN THOUGH A TRUSTEE OR OFFICER HAS OR MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. BEFORE BOARD ACTION IS TAKEN ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, THE RESPONSIBLE PERSON HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE POTENTIAL CONFLICT. IF PERSON IS NOT IN ATTENDANCE, THE POTENTIAL CONflICT SHALL BE DISCLOSED TO THE CHAIR. THE RESPONSIBLE PERSON SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S DISCUSSION REGARDING THE MANNER. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF TRUSTEES AND ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PERSONS. Form 990, Part VI, Section B, line 15 THE GOVERNANCE COMMITTEE REVIEWS INDEPENDENT DATA ANNUALLY, FOR THE PRESIDENT & CEO ONLY. Form 990, Part VI, Section C, line 19 OUR 990 AND OTHER GOVERNING DOCUMENTS, SUCH AS THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, ARE AVAILABLE ON OUR WEBSITE AND AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.