2024-08-15T22:54:02-05:00 2023-09-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2022-10-01 330083942 RANCHO LOS ALAMITOS FOUNDATION RANC 5624313541 6400 EAST BIXBY HILL ROAD LONG BEACH CA 90815 PAMELA YOUNG LEE EXECUTIVE DIRECTOR 5624313541 2024-08-15 1 0 JAMES A BERMUDEZ P00099878 9496007550 2024-08-15 2022 2024-08-08 14:25:15Z PAMELA YOUNG LEE 6400 EAST BIXBY HILL ROAD LONG BEACH CA 90815 2436736 0 X WWW.RANCHOLOSALAMITOS.ORG X 1984 CA THE MISSION OF RANCHO LOS ALAMITOS IS PUBLIC EDUCATION IN THE BROADEST POSSIBLE SENSE. THE SITE OFFERS SCHOOL TOURS, PUBLIC TOURS, LECTURES, PUBLIC EDUCATIONAL PROGRAMS AND EVENTS, AND DEVELOPS EDUCATIONAL MATERIALS FOR THE LONG BEACH UNIFIED SCHOOL DISTRICT 14 14 22 148 0 0 728832 1129918 474155 506758 137492 642929 -38467 -72203 1302012 2207402 0 0 0 0 827802 812677 0 0 3304 644539 576140 1472341 1388817 -170329 818585 11249248 12477290 718665 121307 10530583 12355983 X THE MISSION OF RANCHO LOS ALAMITOS FOUNDATION IS PUBLIC EDUCATION IN THE BROADEST POSSIBLE SENSE. THE FOUNDATION USES THE HISTORIC SITE, ITS HISTORY AND RESOURCES TO EXPLORE THE STORY OF THE SITE IN RELATION TO THE REGION, STATE, NATION AND BEYOND THROUGH THE LENS OF CULTURAL GEOGRAPHY - THE INTERACTION BETWEEN CULTURE AND ENVIRONMENT. THE SITE OFFERS SCHOOL TOURS, PUBLIC TOURS, LECTURES, PUBLIC EDUCATIONAL PROGRAMS AND EVENTS, AND DEVELOPS EDUCATIONAL MATERIALS FOR THE LONG BEACH UNIFIED SCHOOL DISTRICT. 0 0 1100740 512409 THE FOUNDATION PRESERVES, RESTORES AND MANAGES THE HISTORIC SITE AND HAS RESPONSIBLIITY FOR DEVELOPING THE EDUCATIONAL POTENTIAL OF THE LANDMARK SITE UNDER THE PUBLIC/PRIVATE COOPERATIVE PARTNERSHIP WITH THE OWNER, THE CITY OF LONG BEACH. THE FOUNDATION IS OPEN TO THE PUBLIC FREE OF CHARGE FIVE DAYS A WEEK IN THE AFTERNOONS, FREE SCHOOL TOURS ARE OFFERED IN THE MORNINGS, INCLUDING CHILDREN'S NATIVE AMERICAN CULTURAL WORKSHOPS, AND SEASONAL LARGE-SCALE PUBLIC EDUCATIONAL PROGRAMS ARE PRESENTED, AGAIN FREE OF CHARGE. THE TOUR CONTENT EXPLORES THE EVOLUTION OF SOUTHERN CALIFORNIA, FROM NATIVE AMERICAN SETTLEMENT TO CONTEMPORARY TIMES, USING THE CULTURAL ECOLOGY OF THE HISTORIC SITE AS A MICROCOSM OF THE LARGER EXPERIENCE. DURING THE FISCAL YEAR ENDED 9-30-22 APPROXIMATELY 19,125 VISITORS WERE SERVED ON SITE, AN ADDITIONAL 3,274 WERE SERVED THROUGH K-12 EDUCATIONAL SERVICES WITH 9,000 SOCIAL MEDIA FOLLOWERS. 1100740 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 21 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 CA X X MOREY CPA & ASSOCIATES 9493887976 665 CAMINO DE LOS MARES SAN CLEMENTE CA 92672 PAMELA YOUNG LEE EXECUTIVE DIRECTOR 40.00 X X 154100 0 0 J JEFFREY GREEN DIRECTOR 1.00 X X 0 0 0 HENRY TABOADA CHAIRMAN 1.00 X X 0 0 0 DOUGLAS CHARCHENKO TREASURER 1.00 X X 0 0 0 CYNDI ALVITRE DIRECTOR 1.00 X 0 0 0 AMY BODEK SECRETARY 1.00 X 0 0 0 RONALD BRADSHAW DIRECTOR 1.00 X 0 0 0 MARY ALICE BRALY DIRECTOR 1.00 X 0 0 0 MOLLY CAMPBELL DIRECTOR 1.00 X 0 0 0 DEBORAH GOLIAN CASTRO VICE CHAIR 1.00 X 0 0 0 GLORIA DEUKMEJIAN DIRECTOR 1.00 X 0 0 0 REMINGTON BIXBY HOTCHKIS DIRECTOR 1.00 X 0 0 0 MATT KNABE DIRECTOR 1.00 X 0 0 0 GERALD MILLER DIRECTOR 1.00 X 0 0 0 O'MALLEY MILLER ESQ DIRECTOR 1.00 X 0 0 0 CYRUS PARKER-JEANNETTE DIRECTOR 1.00 X 0 0 0 HARRY SALTZGAVER DIRECTOR 1.00 X 0 0 0 MARLENE TEMPLE DIRECTOR 1.00 X 0 0 0 154100 0 0 1 0 1 0 0 8389 156523 965006 1129918 MANAGEMENT FEES 712120 470000 470000 PROGRAMS, TOURS, OTHER 712120 36758 36758 506758 394414 394414 69129 85101 -15972 -15972 -15972 248515 0 248515 248515 248515 35295 156523 113149 -77854 -77854 52707 31084 21623 21623 2207402 512409 0 565075 X 673586 600572 73014 22357 20954 1403 61131 52065 9066 55603 51807 3796 164940 126114 35522 3304 12069 4659 7410 20052 2148 17904 6081 6081 184425 84467 99958 39761 39514 247 95553 95553 53259 22887 30372 1388817 1100740 284773 3304 476631 108354 202063 717819 34928 0 1248 1814 30900 52430 27287 76820 3004060 993767 1984886 2010293 8491305 9420652 0 89108 11249248 12477290 98665 116971 4336 620000 0 718665 121307 X 6407540 7338565 4123043 5017418 10530583 12355983 11249248 12477290 818585 997769 9046 0 X 0 0 0 X 601456 587906 4110904 813084 1217920 7331270 601456 587906 4110904 813084 1217920 7331270 1048906 6282364 246278 183118 258159 291545 463543 1442643 470000 470000 940000 9713913 40913 0.64670 0.62860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4178892 400000 93370 27445 4644817 5096454 -815854 79163 22545 4178892 1.00000 0 0 1925006 99167 1825839 716891 631673 85218 178032 136899 41133 184130 126027 58103 2010293 PART III, LINE 1A: THE FOUNDATION MAINTAINS A COLLECTION OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAT FINANCIAL GAIN. A SIGNIFICANT PERCENTAGE OF THE FOUNDATION'S PERMANENT COLLECTION IS OWNED BY THE CITY OF LONG BEACH AND MANAGED BY THE FOUNDATION IN ACCORDANCE WITH ITS MANAGEMENT AGREEMENT. THE COLLECTION IS PROTECTED AND KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. THE COLLECTION IS DISPLAYED FOR THE ENJOYMENT OF THE FOUNDATION'S DIVERSE AUDIENCES. THE VALUE OF THE FOUNDATION'S COLLECTION HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF ART OBJECTS ARE EXCLUDED FROM REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASE OF ART OBJECTS BY THE FOUNDATION ARE RECORDED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE FOUNDATIONS POLICY IS TO EXCLUSIVELY UTILIZE RESTRICTED ACQUISITION FUNDS TO ACQUIRE NEW OBJECTS FOR ITS COLLECTIONS. THE FOUNDATION ARE SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE USE OF PROCEEDS FROM ITEMS THAT ARE SOLD TO BE FOR THE ACQUISITIONS OF NEW COLLECTION ITEMS, THE DIRECT CARE OF EXISTING COLLECTIONS, OR BOTH. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES SITE USE EXPENSES RENTAL EXPENSES COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES SITE USE EXPENSES RENTAL EXPENSES COST OF GOODS SOLD X X X X X X HEATHER MORO 5612 AZURE WAY LONG BEACH CA 90803 COTTONWOOD EVENT 0 0 12500 -12500 AUDREY KERR 2550 7TH STREET 347 LONG BEACH CA 90804 COTTONWOOD EVENT 0 0 13000 -13000 25500 -25500 COTTONWOOD AWARDS LUNCHEON 191818 156523 35295 20805 28773 2920 60651 191818 156523 35295 20805 28773 2920 60651 113149 -77854 1 PUBLIC PROGRAMMING 2000 10000 EDUCATIONAL PROGRAMMING 3000 7500 COTTONWOOD EVENT UNDERWRITING 414 15000 PART I, LINE 2: TRACKING THROUGH EXCEL FILE AND QUICKBOOKS X 0 0 0 0 0 0 0 1 0 PAMELA YOUNG LEE EXECUTIVE DIRECTOR 154100 0 0 0 0 0 0 0 0 0 154100 0 0 0 X 1 500 BARY LAWRENCE RUDERMAN A X 2145 ALIBRIS X 3 23 FMV X 57 6749 FMV X MEMORABILIA & AWARDS FROM PREVIOUS EXEC. DIR. 22 50 SELLING PRICE X RLA COMMERATIVE ITEMS (KEYCHAINS, MUGS, MIRROR, BOWL) 10 20 CURATOR X ASSORTED RLA CONTEMPORARY PHOTOGRAPHS 97 0 CURATOR X DOCENT TRAINING MATERIALS 10 0 CURATOR X RESEARCH CORRESPONDENCE (2 BINDERS) 2 0 CURATOR 0 1 1 PART I, LINE 32B: INVESTMENTS BOUGHT AND SOLD FROM CONTRIBUTED CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE REMINGTON HOTCHKIS AND DIRECTOR JEFFREY GREEN ARE SECOND COUSINS FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DID NOT HAVE AN OPPORTUNTITY TO REVIEW THIS FORM 990 BEFORE FILING. THE ORGANIZATION IS IN THE PROCESS OF COMPLETING A FINANCIAL STATEMENT AUDIT. AFTER THE AUDIT, AN AMENDED RETURN IS EXPECTED TO BE PREPARED WHERE, BEFORE THE RETURN IS COMPLETE, A DRAFT COPY OF THE FORM 990 WILL BE PROVIDED TO ALL THE BOARD MEMBERS FOR THEIR REVIEW, COMMENTS, AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 AT THE TIME OF HIRING A STUDY IS COMPLETED REGARDING THE NEED FOR THE POSITION AND OUTSIDE SALARIES ARE LOOKED AT FOR COMPARISON LEVELS. A SALARY IS ESTABLISHED, A SEARCH IS UNDERTAKEN AND AN INDIVIDUAL IS HIRED. SLARIES ARE SUBMITTED OT THE BOARD OF DIRECTORS ON ANNUAL BASIS WITH OUR BUDGET. THEY REVIEW THE STAFF, THEIR SALARY LEVELS IN EXECUTIVE SESSION AND APPROVE OR MAKE CHANGES. FORM 990, PART VI, SECTION C, LINE 19 990S ARE AVAILABLE FOR VIEWING ON CANDID (FORMERLY GUIDESTAR). GOVERNING DOCS ARE NOT. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 126,114. MANAGEMENT AND GENERAL EXPENSES 35,522. FUNDRAISING EXPENSES 3,304. TOTAL EXPENSES 164,940.