2025-10-15T13:25:49-05:00 2024-08-31 760722072 FOUMBERG JUNEJA ROCHER & CO PC 16311 VENTURA BLVD SUITE 1180 ENCINO CA 91436 990 2023-09-01 956095398 THEODORE PAYNE FOUNDATION FOR WILD FLOWERS AND NATIVE PLANTS INC THEO 8187681802 10459 TUXFORD ST SUN VALLEY CA 91352 GARY BREAUX TREASURER 8187681802 2025-10-12 1 DANIEL CHOI CPA P00639689 8189816100 2025-10-12 2023 2025-03-06 01:10:19Z GARY BREAUX 10459 TUXFORD ST SUN VALLEY CA 91352 3080162 0 X WWW.THEODOREPAYNE.ORG X 1960 CA THEODORE PAYNE FOUNDATION FOR WILDFLOWERS AND NATIVE PLANS INC. (TPF) INSPIRES AND EDUCATES SOUTHERN CALIFORNIANS ABOUT THE BEAUTY AND ECOLOGICAL BENEFITS OF CALIFORNIA NATIVE PLANT LANDSCAPES. 14 14 31 336 0 0 1157992 689944 286455 597063 48767 74477 1190713 1106563 2683927 2468047 0 0 0 0 1652476 1737681 0 0 145837 688278 730361 2340754 2468042 343173 5 3929939 4162258 392221 531722 3537718 3630536 X THEODORE PAYNE FOUNDATION FOR WILDFLOWERS AND NATIVE PLANS INC. (TPF) INSPIRES AND EDUCATES SOUTHERN CALIFORNIANS ABOUT THE BEAUTY AND ECOLOGICAL BENEFITS OF CALIFORNIA NATIVE PLANT LANDSCAPES. 0 0 1155420 1577872 HORTICULTURE: ACROSS ITS 22-ACRE PROPERTY, TPF SHOWCASES NATIVE PLANT HORTICULTURE. THE HEADQUARTERS PROPERTY INCLUDES EXTENSIVE DEMONSTRATION GARDENS, NATURAL VEGETATION, EDUCATIONAL FACILITIES, AND PLANT PRODUCTION FIELDS, ALONGSIDE A FULL-SERVICE NURSERY, SEED PROGRAM, AND BOOKSTORE. MUCH OF THE HORTICULTURAL WORK ONSITE IS ACCOMPLISHED THROUGH A ROBUST VOLUNTEER PROGRAM, WHICH CONNECTS HORTICULTURE TO OUR EDUCATION AND OUTREACH PROGRAMS. TPF OFFERS HORTICULTURAL AND BOTANICAL SUPPORT TO GOVERNMENT AGENCIES AND NONPROFIT PARTNERS, WITH A FOCUS ON RARE PLANT CONSERVATION AND URBAN RESTORATION. TPF SOLD OVER 130,000 NATIVE PLANTS AND OVER 26,000 PACKETS OF NATIVE PLANT SEEDS. THE MAJORITY OF THOSE PLANTS WERE GROWN ON SITE, AND MANY ORIGINATE FROM GENETICALLY (CONTINUED ON SCH. O) LOCAL STOCK TO PRESERVE BIODIVERSITY. 381630 125754 EDUCATION: TPF OFFERS EDUCATIONAL PROGRAMMING FOR LANDSCAPE INDUSTRY PROFESSIONALS, ADULTS SEEKING CONTINUING EDUCATION, AND K-12 STUDENTS. THESE EFFORTS ARE AIMED AT INCREASING PUBLIC AWARENESS OF NATIVE PLANTS AND PROVIDING THE SKILLS NECESSARY TO DESIGN, INSTALL, AND MAINTAIN ECOLOGICALLY BENEFICIAL AND WILDFIRE DEFENSIBLE LANDSCAPES IN SOUTHERN CALIFORNIA. DURING THIS FISCAL YEAR, TPF HOSTED 165 ADULT EDUCATION CLASSES TO 3,450 STUDENTS. DURING THE SAME TIME, 304 SOUTHERN CALIFORNIA LANDSCAPE INDUSTRY PROFESSIONALS COMPLETED THE 20-HOUR CALIFORNIA NATIVE PLANT LANDSCAPER CERTIFICATION PROGRAM OFFERED BY TPF. 314385 OUTREACH: THROUGH DIVERSE OUTREACH PROGRAMS, TPF SEEKS TO PROMOTE SUSTAINABLE AND ENVIRONMENTALLY FRIENDLY LANDSCAPES IN SOUTHERN CALIFORNIA. THE NATIVE PLANT GARDEN TOUR, A TWO-DAY EVENT SHOWCASING VISIONARY LANDSCAPES AROUND LOS ANGELES HAD 3,000 ATTENDEES. TPF TABLED AT 44 EVENTS THROUGHOUT SOUTHERN CALIFORNIA ATTENDED BY OVER 163,000 MEMBERS OF THE PUBLIC. 18,400 FREE SEED PACKETS WERE DISTRIBUTED TO THE PUBLIC, AND OVER 1,200 PLANTS WERE INSTALLED IN COMMUNITY SPACES. IN ADDITION TO IN-PERSON EVENTS, ROBUST ONLINE OUTREACH PROGRAMS AND TRADITIONAL MEDIA APPEARANCES REACHED A LARGE AUDIENCE, IN ADDITION TO OVER 51,300 SOCIAL MEDIA FOLLOWERS AND 33,000 NEWSLETTER SUBSCRIBERS. 1851435 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X KATIE TILFORD 8187681802 10459 TUXFORD ST SUN VALLEY CA 91352 ERIC CALLOW PRESIDENT 3.00 0.00 X X 0 0 0 CARLOS FLORES VICE PRESIDENT 3.00 0.00 X X 0 0 0 GARY BREAUX TREASURER 3.00 0.00 X X 0 0 0 CAROL BORNSTEIN DIRECTOR 1.00 0.00 X 0 0 0 HOLLY BRETT DIRECTOR 1.00 0.00 X 0 0 0 TESSA CHARNOFSKY DIRECTOR 1.00 0.00 X 0 0 0 ALEX HAL DIRECTOR 1.00 0.00 X 0 0 0 MAX KANTER SECRETARY 3.00 0.00 X X 0 0 0 RENEE ORDENEAUX DIRECTOR 1.00 0.00 X 0 0 0 LUIS RINCON DIRECTOR 1.00 0.00 X 0 0 0 DAVID SPIRO DIRECTOR 1.00 0.00 X 0 0 0 BRANDY WILLIAMS DIRECTOR (TO 04/2024) 1.00 0.00 X 0 0 0 LILY KWONG DIRECTOR (TO 04/2024) 1.00 0.00 X 0 0 0 RICHARD SCHULHOF DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH BRENNAN DIRECTOR 1.00 0.00 X 0 0 0 PRECIOUS AIYELOJA DIRECTOR 1.00 0.00 X 0 0 0 EVAN MEYER EXECUTIVE DIRECTOR (TO 06/2024) 40.00 0.00 X 140070 0 21614 KATIE TILFORD EXECUTIVE DIRECTOR (FROM 06/2024) 40.00 0.00 X 0 0 0 140070 0 21614 1 0 1 0 0 129165 560779 689944 CLASSES 713990 471309 471309 EVENT AND SPONSORSHIPS 713990 109786 109786 CONSULTING INCOME 713990 15968 15968 597063 74477 74477 1718678 612115 1106563 1106563 2468047 1703626 0 74477 181624 108830 36277 36517 1317708 1104323 151512 61873 30641 26233 3323 1085 91508 78301 9940 3267 116200 94490 14437 7273 31479 31479 24708 24708 144599 117277 18820 8502 29162 18080 6999 4083 96455 2106 94349 19790 16082 2454 1254 168705 143399 25306 14086 7043 7043 4849 4849 82153 41077 20538 20538 41360 34304 5611 1445 POSTAGE AND PRINTING 27198 14073 13125 OUTREACH/OTHER PROJECTS 26742 26742 TOUR EXPENSES 19075 19075 2468042 1851435 470770 145837 309454 158374 27085 570554 649807 27750 2397 2482291 667152 1780811 1815139 1241370 1493954 0 15502 3929939 4162258 242221 361350 15360 150000 155012 392221 531722 X 3372789 3469846 164929 160690 3537718 3630536 3929939 4162258 X 5 21971 70842 X X 0 1 X 1 0 X 722510 819119 671687 1157992 689944 4061252 1207285 1809879 2210871 2203350 2315741 9747126 1929795 2628998 2882558 3361342 3005685 13808378 49400 86900 28260 446761 27205 638526 0 49400 86900 28260 446761 27205 638526 13169852 17779 3757 299 48767 74477 145079 17779 3757 299 48767 74477 145079 1947574 2632755 2882857 3410109 3080162 13953457 0.94380 0.92350 0.01040 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 157750 157750 157750 157750 157750 157750 157750 157750 157750 157750 1.00000 0 0 106528 106528 2264405 606785 1657620 111358 60367 50991 1815139 X 2490018 21971 21971 2468047 0 2468047 2468042 0 2468042 0 2468042 PART III, LINE 4: THE COLLECTION INCLUDES WATERCOLOR PAINTINGS BY JANE PINHEIRO, PRINTS BY HENRY EVANS AND SEVERAL OTHER PAINTINGS AND DRAWINGS. ARTWORK IS EXHIBITED IN AN ART GALLERY DEDICATED TO BOTANICAL ART DEPICTING THE CALIFORNIA FLORA. THIS IS ONE MEANS TO INSPIRE PEOPLE TO UNDERSTAND AND APPRECIATE THE BEAUTY OF CALIFORNIA NATIVE PLANTS. TPF ALSO HOLDS A COLLECTION OF APPROXIMATELY 2,000 BOOKS. THESE ARE RESEARCH MATERIALS FOR STAFF AND VOLUNTEERS TO LEARN ABOUT NATIVE PLANT PROPAGATION, HORTICULTURE, BOTANY AND LANDSCAPE DESIGN. TPF ALSO MAINTAINS THE PERSONAL AND BUSINESS PAPERS OF THEODORE PAYNE, A LEADING HISTORICAL CALIFORNIA HORTICULTURALIST. THESE PAPERS PROVIDE INSIGHT INTO THE DEVELOPMENT OF CALIFORNIA'S HORTICULTURE INDUSTRY IN THE 20TH CENTURY. MATERIALS ARE AVAILABLE TO RESEARCHERS WORKING IN THIS AREA. PART III LINE 1A: SEE RESPONSE TO PART III LINE 4. PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT IF ANY ARE UTILIZED TO SUPPORT THE GENERAL OPERATIONS OF THE FOUNDATION. PART X, LINE 2: WHEN AN AUDIT IS ISSUED FOR THE YEAR ENDED AUGUST 31, 2024, THE TAX RELATED FOOTNOTE IS EXPECTED TO READ SIMILAR TO THAT IN THE MOST RECENTLY ISSUED AUDIT, WHICH WAS AS FOLLOWS: THE FOUNDATION IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AND, GENERALLY, IS NOT SUBJECT TO STATE OR FEDERAL TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS REGULARLY CARRIED ON IN FUTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED ON NET INCOME, IF ANY, FROM UNRELATED TRADE OR BUSINESS AND, IN THE OPINION OF MANAGEMENT IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE FOUNDATION HAS EVALUATED THE FINANCIAL STATEMENT IMPACT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. MANAGEMENT HAS DETERMINED THAT NO TAX LIABILITIES NEED TO BE RECORDED UNDER APPLICABLE ACCOUNTING GUIDANCE FOR THE YEAR ENDED AUGUST 31, 2019. THE FOUNDATION DETERMINED THERE ARE NO TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. NO EXAMINATIONS ARE CURRENTLY PENDING. THE STATUTE OF LIMITATIONS FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. X X 0 0 0 0 0 0 0 1 0 EVAN MEYER EXECUTIVE DIRECTOR (TO 06/2024) 139320 0 750 0 0 0 4846 0 16768 0 161684 0 0 0 PART I, LINE 7 THE BONUS OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY THE FOUNDATION'S OUTSIDE CPA FROM INFORMATION FURNISHED BY MANAGEMENT. THE FORM IS REVIEWED BY THE THE MANAGEMENT TEAM AND THE TREASURER, AND FURNISHED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE REVIEWS THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS SUBMITTED BY BOARD MEMBERS AND STAFF. ANY POTENTIAL CONFLICTS ARE INVENTORIED AND MAINTAINED FOR CONSIDERATION AS NEEDED. DIRECTORS MAY BE LIMITED FROM VOTING ON MATTERS FOR WHICH A POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND EXECUTIVE COMMITTEE CONDUCT AN ANNUAL PERFORMANCE APPRAISAL OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE REVIEWS THE COMPARABLE PEER AVERAGES OF MANAGEMENT POSITIONS FROM 990S IN ORDER TO MAKE A COMPENSATION RECOMMENDATION, WHICH IS APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B: THIS IS CHECKED NO SINCE THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED PER FORM INSTRUCTIONS THAT RECEIVED COMPENSATION DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS MAY BE AVAILABLE UPON REQUEST, SUBJECT TO THE DISCRETION OF THE EXECUTIVE DIRECTOR. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS 70,842. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS THE SAME AS PRIOR YEAR. FORM 990, PART XII, LINE 2B: DUE TO TRANSITIONS WITHIN ITS ACCOUNTING DEPARTMENT, THE ORGANIZATION IS SIGNIFICANTLY BEHIND IN ITS AUDITS. AT THE TIME OF FILING, PREPARATIONS FOR THE AUDITS FOR THE YEARS ENDED AUGUST 31, 2023 AND 2024 ARE UNDERWAY. UPON COMPLETION OF THOSE IT IS ANTICIPATED THAT THE AUDIT FOR THE YEAR ENDED AUGUST 31, 2025 WILL COMMENCE. THIS RETURN HAS BEEN PREPARED BASED ON THE NUMBERS AVAILABLE WHICH ARE UNAUDITED AND WHICH MAY CHANGE UPON AUDIT.