Annenberg Foundation Trust At Sunnylands
- Assets
- $666.8m
- Revenue
- $43.1m
- Investments
- $483.3m
- Employees
- 0
- Location
- Rancho Mirage, CA
- Founding
- 09/2004
- Data as of
- 06/2021
- EIN
- 25-6774871
Organization Overview
Annenberg Foundation Trust At Sunnylands is located in Rancho Mirage, CA. The organization was established in 2004. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Annenberg Foundation Trust At Sunnylands is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Annenberg Foundation Trust At Sunnylands generated $43.1m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 16.3% each year . All expenses for the organization totaled $21.9m during the year ending 06/2021. While expenses have increased by 3.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
PUBLIC PROGRAMS & EDUCATION(SEE ATTACHMENT 18)
RETREATS & OTHER CONVENINGS(SEE ATTACHMENT 18)
PUBLIC PROGRAMS ON THE OPEN LAND(SEE ATTACHMENT 18)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David J Lane President | 40 | $472,056 | |
Kathleen Doherty Cso/cro | 40 | $300,014 | |
Robert W Caragher Cfo/cao | 40 | $212,704 | |
Rodney Vigue Director - Property | 40 | $180,000 | |
Janice Lyle Center Director | 40 | $178,690 | |
Guadalupe Torres-Rodriguez Director, Human Reso | 40 | $174,953 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Eagle Capital Management | 6/29/21 | $406,485 |
Pompa Tree Services | 6/29/21 | $179,262 |
Hawthorn Family Wealth | 6/29/21 | $707,515 |
Landscapes Unlimited | 6/29/21 | $562,553 |
Acorn Technology Services | 6/29/21 | $214,612 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $32,033 |
| Interest on Savings | $4,392 |
| Dividends & Interest | $5,572,383 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $36,617,002 |
| Capital Gain Net Income | $36,620,636 |
| Net ST Capital Gain | $566,690 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $113,812 |
| Other Income | $809,124 |
| Total Revenue | $43,148,746 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,163,465 |
| Other employee salaries and wages | $5,545,690 |
| Pension plans, employee benefits | $1,888,800 |
| Interest | $0 |
| Taxes | $2,046,233 |
| Depreciation | $4,701,407 |
| Occupancy | $2,694,084 |
| Travel, conferences, and meetings | $28,002 |
| Printing and publications | $22,105 |
| Other expenses | $1,635,418 |
| Total operating and administrative expenses | $21,932,849 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $21,932,849 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,571 |
| Savings and temporary cash investments | $47,000,974 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $145,045 |
| Prepaid expenses and deferred charges | $396,395 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $66,631,782 |
| Net Land, buildings, and equipment | $135,422,119 |
| Other assets | $602,026 |
| Total assets | $666,827,544 |
| Accounts payable and accrued expenses | $2,262,032 |
| Grants payable | $0 |
| Deferred revenue | $2,111 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,447,062 |
| Total liabilities | $4,711,205 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Annenberg Foundation Trust At Sunnylands has recieved totaling $1,648.
| Awarding Organization | Amount |
|---|---|
Stephen Philibosian Foundation Indian Wells, CA PURPOSE: EDUCATION | $1,648 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Code For America Labs San Francisco, CA | $96,320,927 | $93,211,076 |
Annenberg Foundation Trust At Sunnylands Rancho Mirage, CA | $666,827,544 | $43,148,746 |
Advancement Project Los Angeles, CA | $28,800,664 | $13,680,173 |
Merced County Community Action Board Merced, CA | $10,458,671 | $11,741,915 |
Local Government Commission Sacramento, CA | $4,141,316 | $8,779,457 |
League Of Oregon Cities Salem, OR | $8,455,795 | $4,085,501 |
California Forward Sacramento, CA | $2,278,761 | $1,928,668 |
Portland Mall Management Inc Portland, OR | $602,431 | $2,225,906 |
Accelertor For America Azusa, CA | $2,490,765 | $992,409 |
National Popular Vote Lafayette, CA | $32,012 | $1,561,641 |
Institute For Local Government Sacramento, CA | $1,939,416 | $1,529,227 |
Citizens Climate Lobby Coronado, CA | $2,181,432 | $2,438,418 |