2023-11-15T13:16:36-06:00 2023-06-30 473535842 DAVIS FARR LLP 18201 VON KARMAN AVE SUITE 1100 IRVINE CA 92612 990 2022-07-01 953385354 LIVING DESERT THE LIVI 7603465694 47-900 PORTOLA AVENUE PALM DESERT CA 92260 ALLEN MONROE PRESIDENT & CEO 7603465694 2023-11-14 1 ALLEN MONROE 999009999 0 TRITIA FOSTER P02164134 9494742020 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLEN MONROE 47-900 PORTOLA AVENUE PALM DESERT CA 92260 60607362 0 X WWW.LIVINGDESERT.ORG X 1970 CA TO PRESERVE PART OF THE COLORADO DESERT AND FOSTER APPRECIATION FOR DESERT PLANTS AND ANIMALS. 28 27 244 537 0 0 17057651 13145504 13654263 14741010 2471697 1441760 1408145 1252080 34591756 30580354 283604 199424 0 0 8574789 10494106 0 0 1608925 8781025 9853687 17639418 20547217 16952338 10033137 126171704 144724558 4700577 5269152 121471127 139455406 X TO PRESERVE PART OF THE COLORADO DESERT AND FOSTER THE CONSERVATION OF DESERT PLANTS AND ANIMALS. 0 0 4853768 199424 93436 CONSERVATION AND EDUCATION PROGRAMING: THE LIVING DESERT IS AN AGENT OF CONSERVATION WITH 60+ PROJECTS IN 12 COUNTRIES, COLLABORATING WITH 70+ IN-COUNTRY ORGANIZATIONS. WE ARE GLOBAL LEADERS IN COMMUNITY-BASED CONSERVATION USING SUCCESSFUL BIOLOGICAL AND SOCIAL SCIENCE BASED TRAINING, RESEARCH, AND IMPLEMENTATION PROJECTS ALL AROUND THE WORLD, WHILE ALSO INSPIRING RESOURCE SUSTAINABILITY EFFORTS AMONG OUR VISITORS. THE EDUCATIONAL PROGRAMS OF THE LIVING DESERT COVER ALL ELEMENTS OF DESERT CONSERVATION AWARENESS TO PROVOKE CONSERVATION ACTIONS. WE INFORMALLY REACH OVER 630,000 GUESTS ANNUALLY. COVID-19 IMPACTED US, WE DID NOT SEE OUR NORMAL EDUCATIONAL ATTENDANCE. WE NORMALLY PROVIDE INFORMAL EDUCATIONAL PROGRAMMING TO MORE THAN 50,000 ADULTS AND CHILDREN, INCLUDING OVER 30,000 SCHOOL CHILDREN. DURING COVID-19 WE ADJUSTED TO ADD FAMILY PROGRAMS AND STEM CAREER (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) DAYS. WE OFFER A DIVERSITY OF ENGAGING PROGRAMING THAT SPARKS A PASSION TO CARE FOR THE NATURAL WORLD. 8836961 9330123 COLLECTIONS: THE PLANTS AND ANIMALS AT THE LIVING DESERT HAVE IMPORTANT ROLES, AS THEY ARE AMBASSADORS FOR THEIR WILD COUNTERPARTS. THE LIVING DESERT MAINTAINS ONE OF THE MOST NOTABLE AND EXTENSIVE COLLECTIONS OF DESERT FLORA AND FAUNA IN THE UNITED STATES. AS ONE OF ONLY TWO ZOOLOGICAL AND BOTANICAL GARDENS IN THE COUNTRY WITH DESERT CONSERVATION AS ITS MISSION, WE PROUDLY PROVIDE A HOME TO ALMOST 600 INDIVIDUAL DESERT ANIMALS OF OVER 152 SPECIES AND OVER 10,000 DESERT PLANTS OF OVER 1000 SPECIES IN OVER 50 THEMED GARDENS AND HABITATS. THE ZOO AND GARDENS IS SET WITHIN THE NATURAL SONORAN DESERT ENVIRONMENT IN THE FOOTHILLS OF THE SANTA ROSA MOUNTAINS. THE CARETAKERS OF THE ANIMALS AND PLANTS PROVIDE EXCEPTIONAL CARE AND WELL-BEING FOR ALL OF THESE SPECIES. THESE CARETAKERS PROVIDE CONNECTIONS WITH THESE ANIMALS AND PLANTS WITH OUR GUESTS SO THEY CAN BE INSPIRED TO MAKE A POSITIVE DIFFERENCE FOR THE DESERTS OF THE WORLD. 4288791 4535747 MEMBERSHIP/PARK SERVICES: THE LIVING DESERT HAS BEEN IN OPERATION FOR ALMOST 54 YEARS. VARIOUS MEMBERSHIPS ARE OFFERED INCLUDING SINGLE, FAMILY, AND OTHER LEVELS, UP TO DONATIVE MEMBERSHIPS. THE LIVING DESERT'S MEMBERSHIPS EXPAND THE GUEST EXPERIENCE TO INCLUDE AN ONGOING RELATIONSHIP WITH THE PARK'S EDUCATIONAL PROGRAMS AND SPECIAL EVENTS. EACH DEPARTMENT WITHIN THE LIVING DESERT TEAM STRIVES TO ASSURE EXCELLENCE IN THEIR AREA OF EXPERTISE TO PROVIDE OPTIMAL ANIMAL WELL- BEING, PARK PRESERVATION AND MEANINGFUL GUESTS CONNECTIONS. THE EXPERIENCE BEGINS WITH THE EASE OF PARKING AND PARK ENTRY; TO THE ENJOYMENT OF THE ANIMAL AND BOTANICAL COLLECTIONS; TO THE OUTSTANDING COMMUNITY EVENTS. THE LIVING DESERT BRINGS IN AN AUDIENCE FROM AROUND THE WORLD, BUT PARTICULARLY ACROSS THE COACHELLA VALLEY, A REGION NOTED FOR ITS RESORTS AND INFORMAL LEARNING PROCESSES. 17979520 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 244 1 0 0 0 0 0 1 1 0 0 0 0 X 28 27 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 BILL APPEL CHAIRMAN 2.60 X X 0 0 0 CRAIG MCCOLLAM TREASURER 2.10 X X 0 0 0 SANDRA COOPER WOODSON SECRETARY 0.80 X X 0 0 0 ALLEN MONROE PRESIDENT/CEO & ASST. SEC 40.00 X X 586346 0 8711 JON-MARC BLALOCK DIRECTOR 0.50 X 0 0 0 DEBORAH CHAPMAN DIRECTOR 7.30 X 0 0 0 MARYLYNN GLADSTEIN TRUSTEE 0.30 X 0 0 0 ALEXANDRA GLICKMAN TRUSTEE 0.00 X 0 0 0 JIM GOULD TRUSTEE 0.40 X 0 0 0 CANDACE HOLZGRAFE DIRECTOR 0.80 X 0 0 0 H EARL HOOVER II TRUSTEE 0.00 X 0 0 0 SUZ HUNT TRUSTEE 0.30 X 0 0 0 MICHAEL KINER TRUSTEE 0.10 X 0 0 0 JAISHRI MEHTA TRUSTEE 0.70 X 0 0 0 JNEIL NELSON TRUSTEE 1.40 X 0 0 0 PETER SCHEER TRUSTEE 0.30 X 0 0 0 MICHAEL SCHRETER TRUSTEE 1.60 X 0 0 0 DICK SHALHOUB TRUSTEE 0.70 X 0 0 0 SALLY SIMONDS TRUSTEE 0.60 X 0 0 0 BILL SIMPKINS TRUSTEE 0.70 X 0 0 0 BJ SKILLING TRUSTEE 0.20 X 0 0 0 PHILLIP K SMITH JR DIRECTOR 0.80 X 0 0 0 ROGER SNOBLE TRUSTEE 1.50 X 0 0 0 MARY LOU SOLOMON TRUSTEE 3.20 X 0 0 0 LARRY SPICER TRUSTEE 2.10 X 0 0 0 SAM SPINELLO TRUSTEE 0.40 X 0 0 0 NANCY L STEGEHUIS DIRECTOR 8.70 X 0 0 0 JUDY VOSSLER TRUSTEE 0.00 X 0 0 0 DWIGHT MIDDENDORF DIRECTOR OF FINANCE 40.00 X 152437 0 8960 TERRIE TERREL DIRECTOR OF HUMAN RESOURCES 40.00 X 123124 0 8150 JAMES DANOFF-BURG DIRECTOR OF CONSERVATION 40.00 X 135700 0 8613 ROXANNA BREITIGAN DIRECTOR OF ANIMAL CARE 40.00 X 135178 0 8483 ANNA YOUNG DIRECTOR OF EDUCATION 40.00 X 115926 0 3731 BRIAN SAWICKI DIRECTOR OF FACILITIES MANAGEMENT 40.00 X 118003 0 8123 1366714 0 54771 7 0 1 0 DW JOHNSTON CONSTRUCTION INC 71-650 SAHARA RD SUITE 2 RANCHO MIRAGE CA 92270 GENERAL CONTRACTOR FOR TLD CROSSROADS PR 6445867 TIANYU ARTS AND CULTURE INC 939 W NORTH AVE SUITE 750 CHICAGO IL 60642 PROFESSIONAL HOLIDAY LIGHTS SERVICES 1044588 PREST VUKSIC ARCHITECTS 44530 SAN PABLO AVENUE SUITE 200 PALM DESERT CA 92660 ARCHITECT FOR TLD PROJECTS 971958 CORD MEDIA LLC PO BOX 1208 RANCHO MIRAGE CA 92270 PROFESSIONAL MEDIA SERVICES 578939 CRITICAL ELECTRIC SYSTEMS GROUP LLC PO BOX 941049 PLANO TX 75074 ELECTICAL CONTRACTOR FOR TLD PROJECTS 147489 5 71155 1513703 962635 10598011 18518 13145504 PARK ADMISSIONS 900099 9330123 9330123 MEMBERSHIPS 900099 2691726 2691726 PARK SERVICES AND RENTALS 900099 1772866 1772866 RETAIL CONCESSIONS 900099 852859 852859 EDUCATION PROGRAMS 900099 93436 93436 14741010 1518638 1518638 384567 0 384567 384567 384567 27710209 27787087 -76878 -76878 -76878 3107434 1513703 2239921 867513 867513 30580354 14741010 0 2693840 96700 96700 14000 14000 88724 88724 823928 247178 247179 329571 8259166 7267052 287397 704717 65802 64836 966 730322 641752 34026 54544 614888 527675 27045 60168 198495 198495 1536952 1273277 52369 211306 577228 559916 66 17246 394048 331076 6514 56458 1120019 1041619 34741 43659 252020 227740 7474 16806 3104757 3042166 31256 31335 201903 197867 2019 2017 REPAIRS & MAINTENANCE 951967 908407 16006 27554 PARK SUPPLIES 733027 724727 1548 6752 MISCELLANEOUS COSTS 363374 337587 365 25422 EQUIPMENT 312245 290747 8931 12567 107652 96474 3341 7837 20547217 17979520 958772 1608925 8944211 9661584 785111 1073336 5377612 7292990 369150 434136 928571 928571 160275 1294062 1339795 492673 85922029 30524035 43898241 55397994 64368738 68149212 126171704 144724558 3040855 3685009 1659722 1534852 0 49291 4700577 5269152 X 73661386 84231587 47809741 55223819 121471127 139455406 126171704 144724558 10033137 7951142 0 X X 0 1 X 1 0 X 8558036 15130523 12186945 17057651 13145504 66078659 8807355 7332907 10220187 13654263 14741010 54755722 596747 604031 409275 3307861 3107434 8025348 17962138 23067461 22816407 34019775 30993948 128859729 1098532 740666 372354 621602 447374 3280528 0 1098532 740666 372354 621602 447374 3280528 125579201 1210211 1088486 1306268 1650303 1903205 7158473 1210211 1088486 1306268 1650303 1903205 7158473 6050 53080 2800 61930 19178399 24209027 24122675 35672878 32897153 136080132 0.92280 0.90060 0.05260 0.05750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 54792251 1958080 9188783 3001667 2081408 60856039 65624193 4053872 -12073834 2539120 272860 54792251 48913939 3777034 15502587 2336904 232463 65624193 47817084 237000 3456755 2575687 21213 48913939 46852654 2499467 1427584 107453 47817084 0.22170 0.65850 0.11980 0 0 91373 91373 29472564 13964867 15507697 7627486 5510109 2117377 4712814 2416609 2296205 44017792 8632450 35385342 55397994 LEASE LIABILITY 49291 49291 X 38347081 7951142 14080 7965222 30381859 198495 198495 30580354 20362802 14080 14080 20348722 198495 198495 20547217 PART III, LINE 1A: THE ORGANIZATION'S INDIVIDUAL RESIDENTS 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 ASSEMBLY 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 ORGANIZATION 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. THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST THREE FISCAL YEARS ARE SUBJECT TO IRS EXAMINATION. THE ORGANIZATION'S FORM 199, CALIFORNIA EXEMPT ORGANIZATION ANNUAL INFORMATION RETURN, IS SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. AS OF THE DATE OF THIS REPORT, THE ORGANIZATION'S RETURNS COVERING THE FISCAL YEAR ENDED JUNE 30, 2023 HAD NOT YET BEEN FILED. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES ANNUAL DONATION AND GRANT AWARD TRANSFER TO PESCA ABC 38450 0 EAST ASIA AND THE PACIFICS TRANSFER FOR EW JUNE SESSION (PASS THRU OF FUNDS FROM EARTHWATCH) 14822 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 2022 SPONSORSHIP OF THE SALARIES OF THE BMAPU AND DONATION TO BBEEP FOR 2023 30000 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: GLOW 1877383 5000 1872383 1211672 GALA 1510836 1376203 134633 7625 3567 572517 3 1232918 132500 1100418 13900 430640 4621137 1513703 3107434 7625 3567 13900 2214829 2239921 867513 1 CARNIVORES LIVELIHOODS AND LANDSCAPES USA 6620 CITY VIEW DR HUDSONVILLE MI 49426 821871800 501C3 10000 0 ANNUAL DONATION TO ACTION FOR CHEETAHS IN KENYA GREATER LOS ANGELES ZOO ASSOCIATION 5333 ZOO DRIVE LOS ANGELES CA 90027 952369545 501C3 10000 0 ANNUAL DONATION TO THE PPRP FROM TLD USGS SOUTHWESTERN BIOLOGICAL SCIENCE CENTER DEPARTMENT OF THE INTERIOR 12201 SUNRISE VALLEY DR MS 270 STE 6A224 RESTON VA 20192 530196958 10000 0 DONATION TO USGS IN SUPPORT OF JEFF LOVICH'S WORK ON DESERT TORTOISE CONSERVATION IN THE COACHELLA VALLEY AND OF WESTERN POND TURTLE IN THE MOJAVE RIVER. WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501C3 10000 0 ANNUAL DONATION TO WNI FROM THE LIVING DESERT WILDLIFE CONSERVATION NETWORK INC RHINO RECOVERY FUND 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501C3 35000 0 WCN DONATIONS FOR MULTIPLE CONVERSATION PROGRAMS SAHARA CONSERVATION FUND 13220 N RED HILL RD MARANA AZ 85653 260171939 10000 0 ANNUAL DONATION TO SAHARA CONSERVATION FUND SCHOLARSHIP 4 14000 PART I, LINE 2: THE LIVING DESERT ONLY CONTRIBUTES TO OTHER NOT-FOR-PROFITS WITH A SIMILAR EXEMPT PURPOSE THAT FURTHERS THE MISSION OF THE LIVING DESERT. X X 0 0 0 0 0 0 0 0 0 ALLEN MONROE PRESIDENT/CEO & ASST. SEC 511346 0 75000 0 0 0 8700 0 11 0 595057 0 0 0 DWIGHT MIDDENDORF DIRECTOR OF FINANCE 147437 0 5000 0 0 0 3960 0 5000 0 161397 0 0 0 ALLEN MONROE OFFICER AND DIRECTOR SPLIT DOLLAR LOAN REGIME LIFE INSURANCE X 928571 928571 0 1 1 928571 FORM 990, PART VI, SECTION B, LINE 11B 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 COMPENSATION 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.