Totals
- Total revenue
- $8,577,757
- Total expenses
- $5,332,912
- Contributions and grants received
- $7,366,742
- Grants paid
- $0
- Program service revenue
- $724,463
- Investment income
- $451,664
- Other revenue
- $34,888
- Total assets, end of year
- $33,690,902
- Total liabilities, end of year
- $583,818
- Net assets or fund balances, end of year
- $33,107,084
- Program services expenses (Part IX)
- $3,173,738
- Management and general expenses
- $735,837
- Fundraising expenses
- $1,423,337
- Program service expenses (Part III)
- $3,173,738
Program services were 59.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$966,251
-
1c · Fundraising events
$993,252
-
1e · Government grants (contributions)
$9,585
-
1f · All other contributions, gifts and grants
$5,397,654
-
1g · Noncash contributions included above
$605,372
-
2a · Program service revenue: ADMISSION FEES
total $636,747 · related or exempt $636,747
-
2b · Program service revenue: EDUCATIONAL PROGRAM FEES
total $87,716 · related or exempt $87,716
-
3 · Investment income
total $566,496 · excluded $566,496
-
6a · Gross rents
real property $43,470
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $43,470
-
6d · Net rental income or loss
total $43,470 · excluded $43,470
-
7a · Gross sales of assets other than inventory
securities $4,329,567
-
7b · Less cost or other basis and sales expenses
securities $4,444,399
-
7c · Gain or loss
securities -$114,832
-
7d · Net gain or loss
total -$114,832 · excluded -$114,832
-
8a · Fundraising events: gross income
$833,325
-
8a · Fundraising events: contributions included on line 1c
$993,252
-
8b · Fundraising events: direct expenses
$1,065,260
-
8c · Net income from fundraising events
total -$231,935 · excluded -$231,935
-
10a · Gross sales of inventory
$270,462
-
10b · Cost of goods sold
$141,122
-
10c · Net income from sales of inventory
total $129,340 · related or exempt $129,340
-
11a · Other revenue: OTHER INCOME
total $94,013 · related or exempt $94,013
-
11e · Other revenue, total
$94,013
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $341,869 · program services $47,036 · management and general $153,727 · fundraising $141,106
-
7 · Other salaries and wages
total $2,292,425 · program services $1,519,169 · management and general $16,009 · fundraising $757,247
-
8 · Pension plan contributions
total $45,475 · program services $32,923 · management and general $127 · fundraising $12,425
-
9 · Other employee benefits
total $349,654 · program services $214,752 · management and general $24,342 · fundraising $110,560
-
10 · Payroll taxes
total $204,481 · program services $120,390 · management and general $20,148 · fundraising $63,943
-
11b · Fees: legal
total $39,208 · management and general $39,208
-
11c · Fees: accounting
total $63,657 · management and general $63,657
-
11e · Fees: professional fundraising services
total $74,670 · fundraising $74,670
-
11f · Fees: investment management
total $117,848 · management and general $117,848
-
11g · Fees: other
total $97,707 · program services $3,024 · management and general $92,203 · fundraising $2,480
-
12 · Advertising and promotion
total $82,862 · program services $16,100 · management and general $46,270 · fundraising $20,492
-
13 · Office expenses
total $272,743 · program services $180,517 · management and general $58,567 · fundraising $33,659
-
14 · Information technology
total $102,918 · program services $60,714 · management and general $19,698 · fundraising $22,506
-
16 · Occupancy
total $382,986 · program services $336,880 · management and general $23,120 · fundraising $22,986
-
17 · Travel
total $11,883 · program services $7,010 · management and general $2,274 · fundraising $2,599
-
19 · Conferences, conventions and meetings
total $29,597 · program services $17,460 · management and general $5,665 · fundraising $6,472
-
22 · Depreciation, depletion and amortization
total $588,056 · program services $470,445 · management and general $47,044 · fundraising $70,567
-
23 · Insurance
total $62,082 · program services $37,273 · management and general $3,630 · fundraising $21,179
-
24a · Other expenses: PUBLIC PROGRAMS AND EDU
total $123,599 · program services $61,527 · management and general $1,626 · fundraising $60,446
-
24b · Other expenses: AGRICULTURAL MATERIALS
total $49,192 · program services $48,518 · management and general $674
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,600 · end of year $585
-
2 · Savings and temporary cash investments
beginning of year $3,323,033 · end of year $4,070,723
-
3 · Pledges and grants receivable
beginning of year $118,651 · end of year $418,500
-
4 · Accounts receivable
beginning of year $227,218 · end of year $26,082
-
8 · Inventories for sale or use
beginning of year $46,156 · end of year $70,894
-
9 · Prepaid expenses and deferred charges
beginning of year $196,206 · end of year $99,199
-
10a · Land, buildings and equipment: cost or other basis
$18,253,747
-
10b · Land, buildings and equipment: accumulated depreciation
$7,051,148
-
10c · Land, buildings and equipment, net
beginning of year $11,181,619 · end of year $11,202,599
-
12 · Investments: other securities
beginning of year $18,397,471 · end of year $17,727,858
-
15 · Other assets
beginning of year $2 · end of year $74,462
-
17 · Accounts payable and accrued expenses
beginning of year $554,904 · end of year $509,291
-
25 · Other liabilities
beginning of year $0 · end of year $74,527
-
27 · Net assets without donor restrictions
beginning of year $22,490,810 · end of year $20,382,747
-
28 · Net assets with donor restrictions
beginning of year $10,446,242 · end of year $12,724,337
Mission and programs · 2022
Mission
TO PRESERVE AND ENHANCE THE UNIQUE, HISTORIC ESTATE OF MADAME GANNA WALSKA, CARE FOR AND IMPROVE ITS COLLECTIONS, AND DEVELOP ITS CONSERVATION AND HORTICULTURE PROGRAMS TO EDUCATE, INSPIRE, AND ADVANCE UNDERSTANDING AND APPRECIATION OF THE IMPORTANCE OF PLANTS.
Activities or mission (Part I)
TO PRESERVE AND ENHANCE THE UNIQUE AND HISTORIC ESTATE OF MADAME GANNA WALSKA.
-
GARDEN OPERATIONS AND PUBLIC TOURS: GANNA WALSKA LOTUSLAND'S PLANT COLLECTIONS INCLUDE OVER 3,000 TAXA, INCLUDING SPECIES FROM MEDITERRANEAN REGIONS AROUND THE WORLD, AND MANY ARE RARE, ENDANGERED AND SOME EXTINCT IN THE WILD. COLLECTIONS INCLUDE CACTI, SUCCULENTS, CYCADS, PALMS, FERNS, BEGONIAS AND CONIFERS. OUR SUSTAINABLE HORTICULTURE SYSTEMS ARE BASED ON FULLY BALANCED, ECOLOGICAL SOIL MANAGEMENT PRACTICES, WHICH REPLENISH AND MAINTAIN SOIL FERTILITY BY PROVIDING OPTIMUM CONDITIONS FOR SOIL BIOLOGICAL ACTIVITY. OUR SOIL PRACTICES INCLUDE GREEN WASTE RECYCLING THROUGH COMPOSTING, MULCHING AND APPLICATIONS OF COMPOST TEAS, INSECTARIES TO ATTRACT AND SUPPORT BENEFICIAL INSECT POPULATIONS, ORGANIC PEST AND DISEASE TREATMENTS AS A LAST RESORT TO CONTROL UNACCEPTABLE OUTBREAKS, AND ORGANIC FERTILIZERS. LOTUSLAND HAS BEEN AND CONTINUES TO BE A PIONEER AMONG PUBLIC GARDENS AND OUTDOOR RECREATIONAL ENTITIES IN PRACTICING AND REFINING THESE TECHNIQUES. LOTUSLAND OPERATES WITH A COUNTY PERMIT LIMIT OF 20,000 VISITORS PER YEAR. 15,000 VISITORS PER YEAR CAN VISIT THE GARDENS ALONG WITH 5,000 SANTA BARBARA COUNTY K-12 STUDENTS (WITH AN EMPHASIS ON TITLE 1 SCHOOLS). ALL OF LOTUSLAND'S VISITORS, INCLUDING MEMBERS AND THOSE ATTENDING CLASSES, LECTURES, AND OTHER PROGRAMS, MUST MAKE ADVANCE RESERVATIONS. MOST OF THESE VISITORS TOUR THE GROUNDS WITH A TRAINED VOLUNTEER DOCENT.
Expenses $3,144,131 · Revenue $943,626
-
FOURTH GRADE OUTREACH: WHILE THE COVID OUTBREAK INTERRUPTED CLASSROOM FIELD TRIPS, IN THE 2021-2022 ACADEMIC YEAR, REGIONAL ELEMENTARY SCHOOL'S FOURTH GRADE TEACHERS WERE INVITED TO SEND STUDENTS TO LOTUSLAND TO REGISTER AND TAKE AN EXPERIENTIAL LEARNING TOUR ALIGNED WITH THE GOAL OF STEAM KNOWLEDGE AND EXPOSURE WITHIN THE SETTING OF LOTUSLAND'S 37-ACRE GARDEN CLASSROOM. IN 2022, LOTUSLAND'S FOURTH GRADE OUTREACH PROGRAM WAS REIMAGINED AND ADAPTED TO INDIVIDUAL FAMILY TOURS, AS SCHOOL FIELD TRIPS WERE SUSPENDED POST-PANDEMIC. WE MAINTAINED FREE PUBLIC ACCESS FOR FOURTH GRADE STUDENTS AND THEIR FAMILIES. TRAINED EDUCATIONAL GARDEN GUIDES MET STUDENTS, AND STAFF DEVELOPED A NEW JR. BOTANIST PROGRAM GUIDE, INTEGRATING THE CA FOURTH GRADE CURRICULUM FOR LIFE SCIENCES. STUDENTS AND FAMILIES TOURED THE GARDEN FREE OF CHARGE AND WERE GIFTED A PLANT TO TAKE HOME AND TEND, INSTILLING RESPONSIBILITY FOR THE ENVIRONMENT AND CARE OF PLANTS IN OUR STUDENT POPULATION.
Expenses $29,607 · Revenue $4,190
-
OPEN PATHWAYS: LOTUSLAND OPEN PATHWAYS PROGRAM TOURS WERE SUSPENDED IN 2022. INSTEAD, DUE TO THE COVID PANDEMIC AND SAFETY CONCERNS, LOTUSLAND OFFERED FREE VISITATION SPONSORED BY INDIVIDUAL DONORS FOR COMMUNITY GROUPS SUPPORTING THE PANDEMIC, INCLUDING HEALTHCARE WORKERS, FIRST RESPONDERS AND TEACHERS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Daniel BifanoDANIEL BIFANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Geoff CraneGEOFF CRANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Caroline ThompsonCAROLINE THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lesley CunninghamLESLEY CUNNINGHAM
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Dorothy H GardnerDOROTHY H GARDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mimi MichaelisMIMI MICHAELIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David M JonesDAVID M JONES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Anthony GrumbineANTHONY GRUMBINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joseph MarekJOSEPH MAREK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Stephen SchaibleSTEPHEN SCHAIBLE
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
Rick VitelleRICK VITELLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ron CairdRON CAIRD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rachael DouglasRACHAEL DOUGLAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey F RomanoJEFFREY F ROMANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Laura BridleyLAURA BRIDLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Merryl BrownMERRYL BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mari MitchelMARI MITCHEL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Crystal WyattCRYSTAL WYATT
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
Lisa WolfLISA WOLF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ashley AdelsonASHLEY ADELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jeanne AndersonJEANNE ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark SchmidtMARK SCHMIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Wendy SchmidtWENDY SCHMIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Diane FigueroaDIANE FIGUEROA
DIRECTOR OF FINANCE
- Total calculated
- $106,691
- From this org
- $92,600
- From related orgs
- $0
- Other
- $14,091
- Hours/week
- 40
-
Rebecca AndersonREBECCA ANDERSON
EXECUTIVE DIRECTOR
- Total calculated
- $235,178
- From this org
- $217,835
- From related orgs
- $0
- Other
- $17,343
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,835
- Bonus
- $0
- Other
- $0
- Deferred
- $10,250
- Nontaxable benefits
- $7,093
- Filer's total
- $235,178
-
Tyler DiehlTYLER DIEHL
DIRECTOR OF GROUNDS
- Total calculated
- $122,753
- From this org
- $107,093
- From related orgs
- $0
- Other
- $15,660
- Hours/week
- 40
-
Patricia SadeghianPATRICIA SADEGHIAN
DIRECTOR OF DEVELOPMENT
- Total calculated
- $107,644
- From this org
- $105,961
- From related orgs
- $0
- Other
- $1,683
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322969349300622
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