2025-04-02T16:14:09-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2023-07-01 956120581 QUAIL BOTANICAL GARDENS FOUNDATION QUAI 7604363036 PO BOX 230005 ENCINITAS CA 920230005 ARI NOVY PRESIDENT & CEO 7604363036 2025-04-02 1 0 RYAN M JOHNSON CPA P01048788 5035857774 2025-04-02 2023 2025-03-06 01:10:19Z SAN DIEGO BOTANIC GARDEN ARI NOVY PO BOX 230005 ENCINITAS CA 920230005 10159210 0 X WWW.SDBGARDEN.ORG X 1961 CA WE GARDEN TO CREATE, SHARE AND APPLY PLANT WISDOM IN OUR WORLD. 19 19 85 285 0 0 2105843 2954558 5843349 6271871 114114 260437 543692 439884 8606998 9926750 41400 18500 0 0 3423658 3708120 0 0 280005 5386212 5319883 8851270 9046503 -244272 880247 12435029 13634863 521994 671522 11913035 12963341 X THE MISSION OF SAN DIEGO BOTANIC GARDEN: WE GARDEN TO CREATE, SHARE, AND APPLY PLANT WISDOM IN OUR WORLD. THE ORGANIZATION'S DIVERSE TOPOGRAPHY AND WIDE VARIETY OF MICROCLIMATES PROVIDES VISITORS WITH THE VARIED SENSATIONS OF STROLLING THROUGH A TROPICAL RAINFOREST TO HIKING IN THE HIGH-DESERT. FOUR MILES OF TRAILS WIND THROUGH 29 UNIQUELY THEMED GARDENS. 0 0 3830121 1877400 VISITOR EXPERIENCE - SAN DIEGO BOTANIC GARDEN (SDBG) SPANS 37-ACRES OVERLOOKING THE PACIFIC OCEAN AND SERVES AS A PEACEFUL URBAN OASIS IN THE HEART OF ENCINITAS, CALIFORNIA. DURING FISCAL YEAR 2024 OVER 243,000 VISITORS ENJOYED THE GARDEN'S 4 MILES OF TRAILS AND 29 UNIQUELY-THEMED GARDENS AND PLANT COLLECTIONS WHICH PROVIDE AN IMMERSIVE EDUCATIONAL EXPERIENCE OF VARIOUS PLANT FAMILIES, FLOWERS, AND TREES FROM ALL OVER THE WORLD. GARDENS RANGE FROM THE LARGEST BAMBOO COLLECTION IN NORTH AMERICA TO THE AWARD-WINNING HAMILTON CHILDREN'S GARDEN. SDBG WAS NAMED ONE OF THE" TOP 10 BOTANIC GARDENS" BY USA TODAY AND ONE OF THE "TOP 10 NORTH AMERICAN GARDENS WORTH TRAVELING FOR" BY THE CANADIAN GARDEN COUNCIL AND AMERICAN PUBLIC GARDEN ASSOCIATION. SDBG MAINTAINS OVER 5,200 DIFFERENT PLANT SPECIES IN ITS LIVING COLLECTIONS, INCLUDING HUNDREDS OF SPECIES NOT REPRESENTED AT OTHER BOTANIC GARDENS. THE DICKINSON FAMILY EDUCATION CONSERVATORY HOUSES BOTANIC-THEMED EVENTS AND EXHIBITS.THE SEEDS OF WONDER AND HAMILTON CHILDREN'S GARDENS INVITE YOUNG CHILDREN AND THEIR FAMILIES TO SAFELY PLAY OUTDOORS AND EXPLORE NATURE. OVER 55 VOLUNTEERS SERVE TO ENHANCE THE PROGRAMMING IN AREAS SUCH AS EDUCATION, PUBLIC TOURS, VISITOR SERVICES, HORTICULTURE AND GARDEN MAINTENANCE. SDBG SEEKS TO INSPIRE AN UNDERSTANDING AND LOVE OF NATURE THROUGH ADULT ENRICHMENT CLASSES FOCUSING ON HORTICULTURE, WATER CONSERVATION, FIRE-SAFE LANDSCAPING, SOIL MAINTENANCE, HYDROPONIC GARDENING, WELLNESS AND THE ARTS. SDBG OFFERS DISCOUNTS ON ADMISSION AND MEMBERSHIPS TO ACTIVE DUTY MILITARY FAMILIES, SENIORS, STUDENTS, AND THROUGH PARTICIPATION IN THE MUSEUMS FOR ALL PROGRAM. PARTNERSHIPS WITH COMMUNITY MEMBERS, SCHOOLS AND OTHER ORGANIZATIONS SERVE DIVERSE POPULATIONS THROUGH FREE OUTREACH PROGRAMS AND DISCOUNTED ADMISSION. SDBG HAS AN ACTIVE IDEA (INCLUSION, DIVERSITY, EQUITY, ACCESSIBILITY) COUNCIL THAT ENSURES WE MEET THE NEEDS OF ALL. 2941203 4167949 LIGHTSCAPE IS AN ILLUMINATED WALKING TRAIL THROUGH THE SAN DIEGO BOTANICAL GARDEN FEATURING A HOLIDAY EXPERIENCE THAT COMBINES ART, NATURE, AND TECHNOLOGY THROUGH A ONE-MILE WALKING TRAIL WITH INTERNATIONAL ARTISTIC INSTALLATIONS AND RETURNING FAVORITES, ALL COMING TO LIFE AFTER DARK WITH COLOR, IMAGINATION, AND SOUND. THE LIGHTSCAPE WELCOMED MORE THAN 119,000 VISITORS DURING THE FISCAL YEAR. 223790 18500 75000 SCIENCE & CONSERVATION - SDBG'S SCIENCE & CONSERVATION PROGRAMS WORK TO CONSERVE THREATENED PLANTS AND HABITATS, INCLUDING SAN DIEGO'S NATIVE FLORA AS WELL AS RARE PLANTS FROM AROUND THE WORLD. THE PROGRAMS CONDUCT AND COMMUNICATE SCIENCE & CONSERVATION TO ENHANCE THE PERSISTENCE OF AND ACCESS TO PLANT DIVERSITY WITHIN AND BEYOND THE GARDEN. THE PROGRAMS ALSO SERVE TO ADDRESS THE MOST PRESSING CHALLENGES - FROM BIODIVERSITY LOSS TO CLIMATE CHANGE TO FOOD INSECURITY DUE TO ENVIRONMENTAL DEGRADATION. THE WORK OF THE PROGRAMMING CONTINUES IN EVER MORE AMBITIOUS AND URGENT FORMS. THE SCIENCE AND CONSERVATION DEPARTMENT COLLABORATES WITH COMMUNITY, NONPROFIT, ACADEMIC, GOVERNMENT AND INDUSTRY PARTNERS TO MAXIMIZE A COMBINED IMPACT. MAJOR ACTIVITIES INCLUDE CONSERVATION HORTICULTURE, SEED BANKING, RARE PLANT AND HABITAT SURVEYING, MONITORING AND COLLECTING, CHARACTERIZING, EVALUATING AND DISTRIBUTING USEFUL PLANTS, ENVIRONMENTAL RESTORATION, CONSERVATION PLANNING AND SCIENCE OUTREACH AND EDUCATION. 86839 151522 86839 151522 7081953 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 85 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BALANCE FINANCIAL MANAGEMENT 8056183125 300 QUAIL GARDENS DRIVE ENCINITAS CA 92024 MARCIA HALL BROCKETT TRUSTEE 2.00 X 0 0 0 MARK DOWLING TREASURER 2.00 X X 0 0 0 RANDI COOPERSMITH CHAIR 2.00 X X 0 0 0 JIM RUECKER TRUSTEE 2.00 X 0 0 0 ANDY GRANT TRUSTEE 2.00 X 0 0 0 ROXANA FOXX TRUSTEE 2.00 X 0 0 0 RUBEN FLORES-SAAIB TRUSTEE 2.00 X 0 0 0 MARTIN CASSELL TRUSTEE 2.00 X 0 0 0 ARLENE PRATER TRUSTEE 2.00 X 0 0 0 VANN PARKER SECRETARY 2.00 X X 0 0 0 DAVE CLAYCOMB VICE CHAIR 2.00 X X 0 0 0 JOHN DEWALD TRUSTEE 2.00 X 0 0 0 JANET KISTER TRUSTEE 2.00 X 0 0 0 JASON BALTIMORE TRUSTEE 2.00 X 0 0 0 ALANA ASMUSSEN TRUSTEE 2.00 X 0 0 0 MARTIN DICKINSON TRUSTEE 2.00 X 0 0 0 CHANA MANNEN TRUSTEE 2.00 X 0 0 0 ADAM ROBINSON TRUSTEE 2.00 X 0 0 0 ARI NOVY PHD PRESIDENT & CEO 40.00 X 298500 0 17480 BRANDI EIDE SR. DIRECTOR OF FACILITIES & STRATEGIC PROJECTS 40.00 X 117531 0 16516 TOMOKO KUTA CHIEF OPERATIONS AND EXPER 40.00 X 127923 0 28862 JILL GARDNER CHIEF ADMIN & CULTURE OFFICER 40.00 X 110089 0 17665 COLIN KHOURY SR. DIRECTOR OF SCIENCE & CONSERVATION 40.00 X 104207 0 9992 758250 0 90515 5 0 1 0 0 715 115240 391050 2447553 107383 2954558 LIGHTSCAPE 712130 4167949 4167949 ADMISSIONS 712130 1158250 1158250 MEMBERSHIPS 712130 719150 719150 PROGRAMS AND CLASSES 712130 151522 151522 SCIENCE & CONSERVATION 900009 75000 75000 6271871 260441 260441 304450 0 304450 304450 304450 26602 26606 -4 -4 -4 18180 115240 71738 -53558 -53558 323108 134116 188992 188992 9926750 6271871 0 700321 18500 18500 286000 286000 2904939 2416923 339103 148913 76406 57872 14968 3566 185611 140588 36361 8662 255164 200721 42256 12187 108750 108750 1045 1045 534824 231887 256802 46135 86216 86166 50 25300 12494 10340 2466 200927 30700 168313 1914 217758 165496 37019 15243 155582 46830 105887 2865 EVENTS AND PROGRAM COST 3218449 3205253 2132 11064 REPAIRS, MAINTENANCE, S 296272 279650 16396 226 CREDIT AND BANK CHARGES 223347 52046 167505 3796 STAFFING COST 125229 40190 75330 9709 126184 74053 38922 13209 9046503 7081953 1684545 280005 572593 534199 2463542 4376649 145369 105031 41250 21250 57562 62658 97908 52201 12232941 5958962 6452720 6273979 1281659 1454393 16154 0 1306272 754503 12435029 13634863 375644 458497 146350 213025 521994 671522 X 9282081 9074946 2630954 3888395 11913035 12963341 12435029 13634863 880247 170059 0 X 0 1 X 1 0 X 2381369 1744557 2923774 2105843 2954558 12110101 1295775 1725845 2543539 5843349 6271871 17680379 101297 60469 218884 307996 323108 1011754 3778441 3530871 5686197 8257188 9549537 30802234 166599 248215 352106 234624 796161 1797705 4766 4766 166599 248215 356872 234624 796161 1802471 28999763 279341 112358 308648 528252 564890 1793489 279341 112358 308648 528252 564890 1793489 16514 16514 8166 47644 55810 4082462 3690873 5994845 8785440 10114427 32668047 0.88770 0.90020 0.05490 0.05720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1594735 197944 3537 1789142 1494952 139386 39603 1594735 1713429 -199085 19392 1494952 1601798 47072 133708 69149 1713429 887122 648600 91010 22473 2461 1601798 1 0 7058978 1423395 5635583 4501880 4143143 358737 646953 379299 267654 25130 13125 12005 6273979 BENEFICIAL INTEREST IN ASSETS HELD BY OTHER - AGENCY FUND 10290 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - ENDOWMENT FUNDS 334747 CONSTRUCTION IN PROGRESS 408520 EMPLOYEE RETENTION CREDITS RECEIVABLE 946 754503 X 10168546 170059 71737 241796 9926750 0 9926750 9118240 71737 71737 9046503 0 9046503 PART V, LINE 4: BOARD DESIGNATED FUNDS ARE USED AS LONG-TERM RESERVE FUNDS TO SUPPORT THE LONG TERM HEALTH OF THE ORGANIZATION. DISTRIBUTIONS FROM THE PERMANENT ENDOWMENT FUND ARE FOR GENERAL OPERATIONAL NEEDS. PART X, LINE 2: THE ORGANIZATION FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 AND 2023, AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 71,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 71,737. GARDEN PARTY 133420 115240 18180 8216 21214 8364 33944 133420 115240 18180 8216 21214 8364 33944 71738 -53558 1 BOTANIC GARDENS CONSERVATION INT'L US INC 1151 OXFORD RD SAN MARINO CA 91108 650815620 501C3 11000 0 CHARITABLE PURPOSE GRANT FOR UKRAINE BG AND AFGHANI SCHOLAR 1 0 X X X X 0 0 0 0 0 0 0 0 0 ARI NOVY PHD PRESIDENT & CEO 298500 0 0 0 0 0 12480 0 5000 0 315980 0 0 0 TOMOKO KUTA CHIEF OPERATIONS AND EXPER 127923 0 0 0 0 0 26000 0 2862 0 156785 0 0 0 X 4 107383 FAIR MARKET VALUE 0 1 0 FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: EDUCATION & PUBLIC PROGRAMMING - EACH YEAR, SDBG ENRICHES THE LIVES OF THOUSANDS OF CHILDREN AND ADULTS BY FOSTERING CONSERVATION AND ENVIRONMENTAL RESPONSIBILITY, EDUCATING ABOUT PLANTS AND NATURE AND TAPPING INTO PLANT WISDOM THROUGH PROGRAMS AND ACTIVITIES. EXPENSES $ 86,839. INCLUDING GRANTS OF $ 0. REVENUE $ 151,522. FORM 990, PART VI, SECTION B, LINE 11B DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY AUDIT & FINANCE COMMITTEES, FINAL COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES AND ENFORCEMENT ARE DISCUSSED AT MONTHLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS THE COMPENSATION COMMITTEE. MEETINGS ARE HELD NO LESS THAN ANNUALLY. AN ANALYSIS OF MARKET DATA FOR COMPARABLE POSITIONS IN COMPARABLE MARKETS AND ORGANIZATIONS IS REVIEWED FOR CURRENT COMPENSATION PRACTICES. THE POLICY IS TO FOLLOW MARKET RATES ASSUMING THE EMPLOYEE IS MEETING EXPECTATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AND REPORTS SUBJECT TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST.