Rancho Los Alamitos Foundation
- Assets
- $13.2m
- Revenue
- $7.0m
- Investments
- $0.0
- Employees
- 22
- Location
- Long Beach, CA
- Founding
- 05/1985
- Data as of
- 09/2021
- EIN
- 33-0083942
Organization Overview
Rancho Los Alamitos Foundation is located in Long Beach, CA. The organization was established in 1985. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 09/2021, Rancho Los Alamitos Foundation employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rancho Los Alamitos Foundation 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 09/2021, Rancho Los Alamitos Foundation generated $7.0m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 18.4% each year . All expenses for the organization totaled $1.2m during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION PRESERVES, RESTORES AND MANAGES THE HISTORIC SITE AND HAS RESPONSIBILITY 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 9-30-2021 APPROXIMATELY 20,000 VISITORS WERE SERVED ON SITE, AN ADDITIONAL 2,700 WERE SERVED THROUGH IN-CLASSROOM EDUCATIONAL SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pamela Young Lee Executive Dir. | OfficerTrustee | 40 | $137,100 |
Douglas Charchenko Treasurer | OfficerTrustee | 1 | $0 |
Henry Taboada Vice Chairman | OfficerTrustee | 1 | $0 |
J Jeffrey Green Chairman | OfficerTrustee | 1 | $0 |
Amy J Bodek Member | Trustee | 1 | $0 |
Ronald A Bradshaw Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $6,890 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $143,137 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,047,005 |
| Noncash contributions included in lines 1a–1f | $157,462 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,197,032 |
| Total Program Service Revenue | $475,634 |
| Investment income | $258,159 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $30,835 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $26,341 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,988,001 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $147,985 |
| Compensation of current officers, directors, key employees. | $79,912 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $369,153 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $104,146 |
| Payroll taxes | $47,168 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $120,774 |
| Advertising and promotion | $10,630 |
| Office expenses | $2,946 |
| Information technology | $15,102 |
| Royalties | $0 |
| Occupancy | $264,975 |
| Travel | $859 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $33,770 |
| Insurance | $30,247 |
| All other expenses | $0 |
| Total functional expenses | $1,237,254 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $22,686 |
| Savings and temporary cash investments | $3,470,021 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $18,370 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $20,172 |
| Prepaid expenses and deferred charges | $16,235 |
| Net Land, buildings, and equipment | $92,599 |
| Investments—publicly traded securities | $9,563,236 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $13,203,319 |
| Accounts payable and accrued expenses | $92,482 |
| Grants payable | $0 |
| Deferred revenue | $1,305 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $720,000 |
| Total liabilities | $813,787 |
| Net assets without donor restrictions | $1,662,042 |
| Net assets with donor restrictions | $10,727,490 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $13,203,319 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Rancho Los Alamitos Foundation has recieved totaling $92,553.
| Awarding Organization | Amount |
|---|---|
California Humanities Oakland, CA PURPOSE: CORE PROGRAMS | $25,000 |
Earl B & Loraine H Miller Fdn Long Beach, CA PURPOSE: RANCHO LOS ALAMITOS' SCHOOL TOUR PROGRAMS | $25,000 |
Earl B & Loraine H Miller Fdn Long Beach, CA PURPOSE: RANCHO LOS ALAMITOS' SCHOOL PROGRAMS, 2022-23 | $20,000 |
Preston B And Maurine M Hotchkis Foundation Santa Barbara, CA PURPOSE: IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE | $15,000 |
Temple Family Charitable Foundation Long Beach, CA PURPOSE: RESTORATION OF ARTIFACTS AND HISTORICAL ITEMS | $5,000 |
Earl B & Loraine H Miller Fdn Long Beach, CA PURPOSE: PONY UP 2022 IN SUPPORT OF YOUTH EDUCATIONAL PROGRAMMING | $2,000 |
Endowment Analysis
| Beg. Balance | $2,084,213 |
| Earnings | -$51,306 |
| Other Expense | $38,769 |
| Ending Balance | $1,994,138 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Filoli Center Woodside, CA | $25,536,430 | $12,805,929 |
Ebell Of Los Angeles A Corp Los Angeles, CA | $0 | $4,120,329 |
Arizona Historical Society Tucson, AZ | $4,905,511 | $5,450,544 |
Balboa Park Conservancy San Diego, CA | $0 | $0 |
Pioneer Courthouse Square Of Portland Inc Portland, OR | $2,433,302 | $2,453,569 |
California Historical Society San Francisco, CA | $4,682,304 | $1,015,761 |
San Mateo County Historical Association Redwood City, CA | $17,041,726 | $2,189,539 |
San Diego Historical Society San Diego, CA | $5,956,806 | $1,548,156 |
Santa Barbara Historical Museum Santa Barbara, CA | $11,048,211 | $1,546,553 |
La Jolla Historical Society La Jolla, CA | $4,824,303 | $1,847,731 |
Gay Lesbian Bisexual Transgender Historical Society San Francisco, CA | $850,305 | $1,392,606 |
Maricopa County Historical Society Wickenburg, AZ | $19,800,198 | $1,675,075 |