2026-02-04T10:49:34-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHEDLLE DRIVE 300 IRVINE CA 92606 990 2024-07-01 951582650 LOS ANGELES ARBORETUM FOUNDATION INC LOSA 6268213231 301 N BALDWIN AVENUE ARCADIA CA 91007 SU OH CEO 6268213231 2026-01-29 1 1 LISA N RYSSEL CPA P00643670 7149781300 2026-01-29 2024 2025-03-06 01:10:19Z SU OH 301 N BALDWIN AVENUE ARCADIA CA 91007 6957710 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. 18 18 113 284 0 0 2871068 3416561 1461570 1572920 123803 168530 1483022 595943 5939463 5753954 0 0 0 0 3034293 2681691 0 0 589846 7572658 2772512 10606951 5454203 -4667488 299751 7239992 7254106 2298556 1890705 4941436 5363401 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 1754145 0 980591 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. 490793 0 993414 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). 2244938 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 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 1 113 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JESSICA WEHNER 6268213205 301 N BALDWIN AVENUE ARCADIA CA 91007 ANNETTE CASTRO RAMIREZ PRESIDENT 1.00 X X 0 0 0 ROBERT BARNES 1ST VICE PRESIDENT 1.00 X X 0 0 0 JUSTIN HUTCHINGS 2ND VICE PRESIDENT 1.00 X X 0 0 0 JOHN TEGTMEYER TREASURER 1.00 X X 0 0 0 DONGMEI HUANG SECRETARY 1.00 X X 0 0 0 HSIAO-LING TING TRUSTEE 1.00 X 0 0 0 MARISSA GOLDBERG TRUSTEE 1.00 X 0 0 0 KATHLEEN ELLISON TRUSTEE 1.00 X 0 0 0 HEIDI HOOD TRUSTEE 1.00 X 0 0 0 DEBBIE ANDERSON 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 HARLAN IRVINE TRUSTEE 1.00 X 0 0 0 AKIKO KOH TRUSTEE 1.00 X 0 0 0 ILONA LINDEN TRUSTEE 1.00 X 0 0 0 SYLVIA ROSENBERGER CDO 40.00 X 162797 0 21000 JENNIFER VAN STRALEN CFO (TERM 11/2024) 40.00 X 151440 0 8500 ZAID RAWAS INTERIM CFO (12/24-6/25) 40.00 X 147235 0 0 TIMOTHY LINDSAY INTERIM CEO (8/24-2/25) 40.00 X 50000 0 0 MICHAEL DESPLAINES CEO (TERM 7/2024) 40.00 X 141846 0 0 SU OH CEO (START 3/2025) 40.00 X 0 0 0 653318 0 29500 4 0 1 0 JT SITE SERVICES INC 615 N BENSON AVENUE SUITE D UPLAND CA 91786 LICENSED CONTRACTOR 151947 WEAVER 100 WEST WALNUT ST 7TH FLOOR PASADENA CA 91124 AUDITING 121283 2 1675334 250000 1491227 3416561 ADMISSIONS 611600 980591 980591 PROGRAM REVENUE 611600 592329 592329 1572920 98311 98311 1134054 1063835 70219 70219 70219 401085 0 401085 401085 334779 139921 194858 194858 5753954 1767778 0 569615 X 825033 424892 254110 146031 1525206 617300 651313 256593 106086 51300 42951 11835 225366 93041 100089 32236 20640 20640 943453 232534 699831 11088 56523 930 23422 32171 290945 67725 179345 43875 50863 16229 33619 1015 159678 7882 151768 28 7851 7851 26022 26022 111017 16544 94091 382 SPECIAL ACTIVITIES 557804 542047 15757 BANK FEE 216579 93185 123394 EQUIPMENT RENTAL 69505 164 67418 1923 MEALS AND ENTERTAINMENT 67007 10828 36012 20167 194625 70337 91786 32502 5454203 2244938 2619419 589846 3154149 2597299 566060 957763 576751 320360 73400 18765 60958 750692 617751 46570 132941 2742760 3006600 134937 104785 7239992 7254106 2022726 1510480 2845 137193 138212 138372 134773 104660 2298556 1890705 X 3281609 4021757 1659827 1341644 4941436 5363401 7239992 7254106 299751 122214 0 X X 0 1 X 1 0 X 5110946 3552220 4076394 2871068 3416561 19027189 5110946 3552220 4076394 2871068 3416561 19027189 44271 18982918 88639 109935 450497 86287 98311 833669 803727 1524886 401085 2729698 195893 195893 22786449 4617286 0.83310 0.96090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 195,893. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 488740 54060 5366 537434 440437 51486 3183 488740 402611 40734 2908 440437 402611 402611 402611 402611 0.00000 1.00000 0.00000 0 0 576593 524784 51809 174099 92967 81132 132941 LEASE LIABILITIES 104660 104660 X 5855528 122214 122214 5733314 20640 20640 5753954 5433563 0 5433563 20640 20640 5454203 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, 2025. 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 V, LINE 4 - INTENDED USES OF ENDOWMENT FUND MAINTENANCE AND UPKEEP OF A MEMORIAL GARDEN LIGHT FESTIVAL 401085 401085 401085 401085 401085 X 1 0 0 0 0 0 0 0 0 SYLVIA ROSENBERGER CDO 162797 0 0 0 0 0 15000 0 6000 0 183797 0 0 0 JENNIFER VAN STRALEN CFO (TERM 11/2024) 151440 0 0 0 0 0 2500 0 6000 0 159940 0 0 0 PART I, LINE 3 EXECUTIVE COMMITTEE APPROVES THE CEO COMPENSATION. PART I, LINE 4A MICHAEL DESPLAINES RECEIVED A $90,000 SEVERANCE. FORM 990, PART VI, SECTION A, LINE 1A THE OFFICER'S COMMITTEE MEETS AS NEEDED TO DISCUSS EXECUTIVE, BOARD GOVERNANCE MATTERS, AND SOMETIMES CONFIDENTIAL ISSUES OF THE ARBORETUM FOUNDATION AND ACTS ON BEHALF OF THE BOARD IF URGENT ACTION IS REQUIRED IN BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. THIS BOARD IS COMPRISED OF BOARD MEMBERS ONLY, INCLUDING THE PRESIDENT, 1ST VICE PRESIDENT, 2ND VICE PRESIDENT, SECRETARY, TREASURER, CEO, AND ONE ADDITIONAL MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO 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 2025. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 160,458. MANAGEMENT AND GENERAL EXPENSES 698,364. FUNDRAISING EXPENSES 10,822. TOTAL EXPENSES 869,644. PMTS TO INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 72,076. MANAGEMENT AND GENERAL EXPENSES 1,467. FUNDRAISING EXPENSES 266. TOTAL EXPENSES 73,809. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.