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RANCHO SANTA ANA BOTANIC GARDEN Organization Name provided in the GuideStar Exchange* as of 09/09/2014: RANCHO SANTA ANA BOTANIC GARDEN

Organization Name as listed in the IRS Business Master File as of 11/10/2014: RANCHO SANTA ANA BOTANIC GARDEN TRUSTEES OF RANCHO SANTA ANA BOTAN

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AKA  Rancho Santa Ana Botanic Garden
Claremont, CA
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

RANCHO SANTA ANA BOTANIC GARDEN Organization Name provided in the GuideStar Exchange* as of 09/09/2014: RANCHO SANTA ANA BOTANIC GARDEN

Organization Name as listed in the IRS Business Master File as of 11/10/2014: RANCHO SANTA ANA BOTANIC GARDEN TRUSTEES OF RANCHO SANTA ANA BOTAN

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: Rancho Santa Ana Botanic Garden
Physical Address: Claremont, CA 91711 3157
EIN: 95-1664113
Web URL: www.rsabg.org 
Blog URL: blog.rsabg.org 
NTEE Category: C Environmental Quality Protection, Beautification
C41 Botanical Gardens, Arboreta and Botanical Organizations
U Science and Technology Research Institutes
U50 Biological, Life Science Research includes Marine Biology, Physiology, Biochemistry, Genetics, Biotechnology, etc.)
B Educational Institutions
B50 Graduate, Professional(Separate Entities)
Ruling Year: 1936 


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Mission Statement

Rancho Santa Ana Botanic Garden promotes botany, conservation and horticulture to inspire, inform and educate the public and the scientific community about California's native flora. The Garden is devoted to the collection, cultivation, study and display of native California plants and to graduate training and research in plant systematics and evolution. Through all its programs, the Garden makes significant contributions to the appreciation, enjoyment, understanding and thoughtful utilization of our natural heritage.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

Institutional funders should note that an organization’s inclusion on GuideStar.org does not satisfy IRS Rev. Proc. 2011-33 for identifying supporting organizations.

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Annual Revenue & Expenses

(GuideStar Exchange,
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September 2014)

Fiscal Year Starting: July 1, 2010
Fiscal Year Ending: June 30, 2011

Total Revenue $4,107,410
Total Expenses $4,781,874

Revenue & Expenses

(GuideStar Exchange,
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September 2014)

Fiscal Year Starting: July 1, 2010
Fiscal Year Ending: June 30, 2011

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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September 2014)

Lucinda A. McDade, Ph.D.

Term:

Since May 2013

Profile:

Dr. Lucinda McDade is the Judith B. Friend Director of Research at Rancho Santa Ana Botanic Garden (RSABG) and chair of the Claremont Graduate University Department of Botany; positions she has held since 2006. She served as the RSABG interim executive director from November 2012 until May 2013, when she was appointed Executive Director by the Trustees. As the Judith B. Friend Director of Research, McDade has led the RSABG Research Department during an unprecedented period marked by a 300 percent increase in external funding; she has also built the postdoctoral program, strengthened graduate education, maintained a flourishing research program and built ties with Claremont Graduate University (CGU). Rancho Santa Ana Botanic Garden administers the CGU Department of Botany. Prior to coming to Rancho Santa Ana Botanic Garden, McDade was associate curator and chair of botany at the Academy of Natural Sciences in Philadelphia, and simultaneously served as an adjunct associate professor at the University of Pennsylvania. Over the course of her career, she has served as associate professor and curator of the herbarium at the University of Arizona and also worked with the Organization for Tropical Studies, an international consortium dedicated to scientific research, education and conservation in the tropics. She earned her bachelor’s degree magna cum laude from Tulane University and doctorate in botany from Duke University. McDade is married to Professor John Lundberg, chair and curator of ichthyology at the Academy of Natural Sciences. The couple have two adult sons, Greg Lundberg who lives in Raleigh, North Carolina, and Andy Lundberg who lives in Paris, Tennessee.

Board Chair (GuideStar Exchange,
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September 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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September 2014)

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Board Leadership Practices (GuideStar Exchange,
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September 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in September 2014

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Programs

Program: General programs (GuideStar Exchange,
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September 2014)

Budget:
--
Category:
Education, General/Other
Population Served:
None
None
None

Program Description:

Horticulture: 86-acre Garden is a collection of more than 2,800 native California plants designed for preservation, research, general public enjoyment. Education: Provide the public, students, and scholars with facilities and resources needed to further the study and general awareness of native California plants Research, botanical library and herbarium: Conducts research on the evolution of plants and their identification; 1,000,000+ accession library resources used by staff, students and visitors; Herbarium used by staff, students and researchers world-wide, contains 750,000 specimens Docent-led tours and year-round family activities and events for the public School programs and tours reaching over 6,000 K-12 students annually Volunteer program with 200 members

Program Long-Term Success:

Completion of organization's first Strategic Plan

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: School Tours (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
September 2014)

Budget:
--
Category:
Education, General/Other
Population Served:
Children and Youth (infants - 19 years.)
Adults
Poor/Economically Disadvantaged, Indigent, General

Program Description:

The interactive School Tours and Programs at RSABG correlate with K-8 Cross Curricular Common Core Standards for California schools. They cover native California plants, diverse habitats, culture of indigenous people of the Los Angeles Basin, and the state’s natural history.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit

Strategic Goals 2012-2015 I. Operate on a sustainable financial basis. II. Become a model conservation garden. III. Remain the strongest organismal botany program in the Southwest. IV. Be the premier resource on California native plants and their conservation.
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Reviews

Organization Data Available

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  • Officer, Director and/or Highest Paid Employee data for


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