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← RANCHO SANTA ANA BOTANIC GARDEN TRUSTEES OF RANCHO SANTA ANA BOTAN

Form 990 for tax year 2022

Filed by RANCHO SANTA ANA BOTANIC GARDEN TRUSTEES OF RANCHO SANTA ANA BOTAN.

Totals

Total revenue
$6,505,844
Total expenses
$4,912,785
Contributions and grants received
$3,831,185
Grants paid
$0
Program service revenue
$1,880,095
Investment income
$782,275
Other revenue
$12,289
Total assets, end of year
$28,535,527
Total liabilities, end of year
$731,275
Net assets or fund balances, end of year
$27,804,252
Program services expenses (Part IX)
$3,767,112
Management and general expenses
$818,936
Fundraising expenses
$326,737
Program service expenses (Part III)
$3,767,112

Program services were 76.7% 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

    $351,464

  • 1c · Fundraising events

    $363,483

  • 1e · Government grants (contributions)

    $1,477,154

  • 1f · All other contributions, gifts and grants

    $1,639,084

  • 2a · Program service revenue: CONTRACT INCOME

    total $1,535,847 · related or exempt $1,535,847

  • 2b · Program service revenue: ADMISSION FEES & OTHER

    total $305,240 · related or exempt $305,240

  • 2c · Program service revenue: EDUCATION-CLASSES

    total $39,008 · related or exempt $39,008

  • 3 · Investment income

    total $772,264 · excluded $772,264

  • 6a · Gross rents

    real property $178,773

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $178,773

  • 6d · Net rental income or loss

    total $178,773 · excluded $178,773

  • 7a · Gross sales of assets other than inventory

    securities $3,348,749

  • 7b · Less cost or other basis and sales expenses

    securities $3,338,738

  • 7c · Gain or loss

    securities $10,011

  • 7d · Net gain or loss

    total $10,011 · excluded $10,011

  • 8a · Fundraising events: gross income

    $26,875

  • 8a · Fundraising events: contributions included on line 1c

    $363,483

  • 8b · Fundraising events: direct expenses

    $93,911

  • 8c · Net income from fundraising events

    total -$67,036 · excluded -$67,036

  • 10a · Gross sales of inventory

    $282,392

  • 10b · Cost of goods sold

    $392,091

  • 10c · Net income from sales of inventory

    total -$109,699 · related or exempt -$109,699

  • 11a · Other revenue: OTHER REVENUE

    total $10,251 · related or exempt $10,051 · excluded $200

  • 11e · Other revenue, total

    $10,251

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $306,425 · program services $76,607 · management and general $229,818

  • 7 · Other salaries and wages

    total $2,525,716 · program services $2,279,162 · management and general $144,355 · fundraising $102,199

  • 9 · Other employee benefits

    total $456,346 · program services $376,469 · management and general $65,840 · fundraising $14,037

  • 10 · Payroll taxes

    total $213,057 · program services $164,620 · management and general $36,195 · fundraising $12,242

  • 11a · Fees: management

    total $25,844 · program services $2,058 · management and general $19,371 · fundraising $4,415

  • 11b · Fees: legal

    total $1,634 · fundraising $1,634

  • 11c · Fees: accounting

    total $30,240 · management and general $30,240

  • 11g · Fees: other

    total $42,828 · program services $16,026 · management and general $26,802

  • 12 · Advertising and promotion

    total $55,515 · program services $18,627 · management and general $3,763 · fundraising $33,125

  • 13 · Office expenses

    total $39,072 · program services $10,295 · management and general $2,947 · fundraising $25,830

  • 14 · Information technology

    total $55,196 · program services $30,623 · management and general $24,153 · fundraising $420

  • 16 · Occupancy

    total $230,687 · program services $184,816 · management and general $45,871

  • 17 · Travel

    total $185,778 · program services $84,810 · management and general $35,816 · fundraising $65,152

  • 22 · Depreciation, depletion and amortization

    total $250,708 · program services $155,019 · management and general $88,770 · fundraising $6,919

  • 23 · Insurance

    total $64,407 · program services $50,306 · management and general $10,777 · fundraising $3,324

  • 24a · Other expenses: SUPPLIES AND MATERIALS

    total $312,791 · program services $260,797 · management and general $17,688 · fundraising $34,306

  • 24b · Other expenses: MISCELLANEOUS

    total $52,924 · program services $41,069 · management and general $11,855

  • 24c · Other expenses: CONTRACT FEES

    total $50,743 · program services $2,934 · management and general $24,675 · fundraising $23,134

  • 24d · Other expenses: FELLOWSHIPS/STIPENDS/FR

    total $12,874 · program services $12,874

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $776,789 · end of year $1,360,720

  • 2 · Savings and temporary cash investments

    beginning of year $1,175,143 · end of year $2,392,922

  • 3 · Pledges and grants receivable

    beginning of year $69,821 · end of year $100

  • 4 · Accounts receivable

    beginning of year $943,400 · end of year $908,383

  • 8 · Inventories for sale or use

    beginning of year $152,881 · end of year $311,806

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,370 · end of year $37,854

  • 10a · Land, buildings and equipment: cost or other basis

    $10,571,830

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,840,440

  • 10c · Land, buildings and equipment, net

    beginning of year $3,748,174 · end of year $3,731,390

  • 11 · Investments: publicly traded securities

    beginning of year $19,162,177 · end of year $19,785,399

  • 15 · Other assets

    beginning of year $279,266 · end of year $6,953

  • 17 · Accounts payable and accrued expenses

    beginning of year $831,089 · end of year $546,280

  • 19 · Deferred revenue

    beginning of year $175,765 · end of year $178,042

  • 25 · Other liabilities

    beginning of year $0 · end of year $6,953

  • 27 · Net assets without donor restrictions

    beginning of year $17,302,891 · end of year $18,824,077

  • 28 · Net assets with donor restrictions

    beginning of year $8,051,276 · end of year $8,980,175

Mission and programs · 2022

Mission

RANCHO SANTA ANA BOTANIC GARDENS PROMOTES BOTANY, CONSERVATION, AND HORTICULTURE TO INSPIRE, INFORM AND EDUCATE THE PUBLIC AND SCIENTIFIC COMMUNITY ABOUT CALIFORNIA'S NATIVE FLORA. THE GARDEN IS DEVOTED TO THE COLLECTION, CULTIVATION, STUDY, AND DISPLAY OF NATIVE CALIFORNIA PLANTS AND TO GRADUATE TRAINING AND RESEARCH IN PLANT SYSTEMATICS AND EVOLUTION. THROUGH ALL ITS PROGRAMS, THE GARDEN MAKES SIGNIFICANT CONTRIBUTIONS TO THE APPRECIATION, ENJOYMENT, UNDERSTANDING, AND THOUGHTFUL UTILIZATION OF OUR NATURAL HERITAGE.

Activities or mission (Part I)

RSABG AIMS TO INSPIRE, INFORM AND EDUCATE THE PUBLIC AND SCIENTIFIC COMMUNITY ABOUT CALIFORNIA'S NATIVE FLORA.

  • RESEARCH, LIBRARY AND HERBARIUM - THE ORGANIZATION MAINTAINS A COMPREHENSIVE LIVING COLLECTION OF CALIFORNIA NATIVE PLANTS, AN EXTENSIVE DRIED SPECIMEN COLLECTION IN THE HERBARIUM, AND A WIDE-RANGING COLLECTION OF BOTANY VOLUMES HELD IN ITS LIBRARY. NO COST HAS BEEN CAPITALIZED FOR THESE COLLECTIONS AS IT IS IMPRACTICAL TO DETERMINE THEIR VALUE DUE TO THE LARGE NUMBER OF ITEMS AND THE LONG SPAN OF YEARS IT HAS TAKEN TO CREATE THE COLLECTIONS. IN ADDITION, CAPITALIZING COLLECTIONS CONTRADICTS STANDARDS OF COLLECTIONS STEWARDSHIP AND IS COUNTER TO THE ETHICAL STANDARDS SET FORTH BY THE MUSEUM FIELD. LIBRARY AND ARCHIVE - THE RESEARCH LIBRARY CONTAINS APPROXIMATELY 48,000 VOLUMES AND 750 CURRENT JOURNALS AND PERIODICALS. ACQUISITIONS INCREASE YEARLY AND INCLUDE BOUND JOURNALS AND PERIODICALS. THE LIBRARY ALSO HOUSES THE ARCHIVES WHICH INCLUDE THE MARCUS JONES ARCHIVES AND COLLECTION, AS WELL AS THE SAMUEL PARISH COLLECTIONS; BOTH MEN WERE LOCAL BOTANISTS IN THE LATE 19TH CENTURY. HERBARIUM - THE COMBINED HERBARIUM OF RANCHO SANTA ANA BOTANIC GARDENS IS ABOUT THE TENTH LARGEST IN THE UNITED STATES AND THE THIRD LARGEST IN THE WESTERN UNITED STATES, WITH CURRENT HOLDINGS TOTALING OVER 1,100,000 SPECIMENS REPRESENTING PLANT DIVERSITY WORLDWIDE AND WITH SUPERLATIVE STRENGTHS IN HOLDING OF PLANTS FROM CALIFORNIA AND OTHER MEDITERRANEAN CLIMATE REGIONS.

    Expenses $1,148,082 · Revenue $1,780,447

  • CONSERVATION - WE ARE WORKING TO CONSERVE CALIFORNIA FLORA THROUGH INVENTORY, MONITORING, RESEARCH, HORTICULTURE, RESTORATION AND SEED BANK PROGRAMS. PLANT CONSERVATION AT RANCHO SANTA ANA BOTANIC GARDEN (RSABG) IS CENTRAL TO OUR MISSION AND IS A NATURAL EXTENSION OF OUR RICH HISTORY IN RESEARCH AND HORTICULTURE. CONSERVING BIODIVERSITY IS CHALLENGING AS WE FACE CATASTROPHIC DROUGHT, WILDFIRES, INVASION OF EXOTIC SPECIES, AND EXPANDING URBANIZATION AND DEVELOPMENT. RSABG HAS BEEN A CORNERSTONE IN THE WORLD OF CALIFORNIA NATIVE PLANT CONSERVATION AND, AS OUR CHALLENGES GROW, RSABG WILL CONTINUE TO WORK AT THE FRONT LINES. RSABG HAS ACTIVE PROGRAMS IN FLORISTIC RESEARCH, RARE PLANT RESEARCH AND MONITORING, POPULATION GENETICS, SEED COLLECTION AND PRESERVATION, PLANT PROPAGATION, RESTORATION, AND INVASIVE SPECIES MANAGEMENT TO ADVANCE CONSERVATION OF CALIFORNIA'S NATIVE PLANTS AND HABITATS.

    Expenses $1,083,277

  • HORTICULTURE - LIVING PLANT COLLECTIONS: LIVING COLLECTION - THE LIVING COLLECTION CONTRIBUTES TO THE RESEARCH AND CONSERVATION MISSION OF THE GARDEN. THROUGH PUBLIC HORTICULTURE, THE LIVING COLLECTION ALSO PROMOTES THE THOUGHTFUL UTILIZATION OF OUR NATURAL HERITAGE. THE LIVING COLLECTION COVERS 86 ACRES HOUSING OVER 2,500 ACCESSIONS OF PLANTS NATIVE TO CALIFORNIA AND BAJA. THOSE ACCESSIONS REPRESENT 1,400 TAXA, DIFFERENT KINDS OF PLANTS, INCLUDING 900 SPECIES. SEED CONSERVATION PROGRAM - THE PRIMARY FUNCTION OF RANCHO SANTA ANA BOTANIC GARDEN'S SEED PROGRAM IS THE CURATION AND MANAGEMENT OF THE GARDEN'S EXTENSIVE SEED COLLECTION. THE COLLECTION IS COMPRISED OF OVER 4,000 ACCESSIONS REPRESENTING MORE THAN 1,600 CALIFORNIA NATIVE PLANT SPECIES AND CULTIVARS.

    Expenses $942,525

  • GRADUATE EDUCATION, COMMUNITY EDUCATION, VISITOR AND NURSERY SERVICES IN PROMOTION OF THE ORGANIZATION'S MISSION.

    Expenses $593,228

  • GRADUATE EDUCATION, COMMUNITY EDUCATION, VISITOR AND NURSERY SERVICES IN PROMOTION OF THE ORGANIZATION'S MISSION.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peggy Sears Perry

    CHAIR - BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • Muriel Poston

    CHAIR - ADVISORY COUNCIL

    Total calculated
    $0
    Hours/week
    1

  • Ann Platt Walker

    VICE CHAIR, BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Becker

    SECRETARY, BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Mulligan

    TREASURER, BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim McClintock

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Bryant

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James F Burke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sean Gallagher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Larry Grill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Margaret Kelly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cindy Walkenbach

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ronald Vera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Francis Scully

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Battram

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ann Morgan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Jane Moser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lucinda A McDade

    EXECUTIVE DIRECTOR

    Total calculated
    $151,304
    From this org
    $144,184
    From related orgs
    $0
    Other
    $7,120
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,184
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,120
    Filer's total
    $151,304

  • Kristine Crosby

    DIRECTOR OF FINANCE

    Total calculated
    $107,282
    From this org
    $107,112
    From related orgs
    $0
    Other
    $170
    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
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349317788

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