Rancho Los Alamitos Foundation

Tax-deductible

Long Beach, CA501(c)(3)Arts & CultureEIN 33-0083942Revenue $1.7M in FY2024

On file with the IRSrancholosalamitos.org6400 E Bixby Hill Rd, 90815-4706 · Long Beach, CATax-exempt since May 1985Publicly supported charity — 170(b)(1)(A)(vi)

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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

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
Run by 139 volunteers and 23 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $1.0M a year · 42% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$399K
to officers and key staff · 20% of spending
Top officer’s pay higher than 82% of similar orgs
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 13.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $82K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$93K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
-22% vs prior year
Spent
$2.0M
To programs
63%
Net assets
$13.3M
By yearFY2019–FY2024
Revenue
$1.7M
FY2024▼ -22%
Tap a bar for its year
Revenue by fiscal year
FY2019$1.4M
FY2020$1.4M
FY2021$7.0M
FY2022$1.3M
FY2023$2.2M
FY2024$1.7M
Expenses
$2.0M
FY2024▲ +41%
Tap a bar for its year
Expenses by fiscal year
FY2019$1.4M
FY2020$1.3M
FY2021$1.2M
FY2022$1.5M
FY2023$1.4M
FY2024$2.0M
Net assets
$13.3M
FY2024▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2019$7.3M
FY2020$7.7M
FY2021$12.4M
FY2022$10.5M
FY2023$12.4M
FY2024$13.3M

From the FY2024 Form 990 (year ending September 2024) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $1.2M Management & general 30% · $578K Fundraising 7% · $147K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $399K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$194,537Pt VII · Sec A
Operations Director
$103,644Pt VII · Sec A
Development Director
$100,625Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Pamela Young Lee’s $195K as Executive Director is at the 82nd percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020FY2019
Pamela Young Lee$194,537$154,100$143,100$137,100$143,100$130,660
Andrew Chaves$103,644—————
Erin Wilson$100,625—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Rancho Los Alamitos Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates the public through tours, lectures, and programs at a historic site.

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2023
01

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.

$1.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 8 funders →
Grants paid · 3 grants · $32K · 2022–2022
Unitemized GrantFY2022$15,000
Unitemized GrantFY2022$10,000
Unitemized GrantFY2022$7,500

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$606K
Fees for servicesLn 2g$564K
Investment incomeLn 3$444K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.2M
Managementcol C$578K
Fundraisingcol D$147K
Owns and owesPt X
$13.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.2M
Total assetsLn 16$13.4M
LiabilitiesLn 26$93K
PeoplePt VI, VII
20
listed · VII A
PaidVII A3
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$606K
Fundraising eventsLn 1c$52K
Fees for servicesLn 2g$564K
Investment incomeLn 3$444K
Other incomeLn 4–11$99K
Gains on assetsLn 7−$36K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$724K
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$2.2M
InvestmentsLn 11–13$9.2M
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$122K
Total assetsLn 16$13.4M
LiabilitiesLn 26$93K
Net assetsLn 32$13.3M
OperationsPt I, VI
EmployeesI 523
VolunteersI 6139
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$826K$2.2M
InvestmentsLn 11–13$9.4M$9.2M
Land, buildings, equipmentLn 10c$2.0M$1.9M
Total assetsLn 16$12.5M$13.4M
LiabilitiesLn 26$121K$93K
Net assetsLn 32$12.4M$13.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$327K$163K$163K
Other salaries and wagesLn 7$623K$449K$47K$127K
Other employee benefitsLn 9$117K$79K$28K$9K
Payroll taxesLn 10$80K$55K$16K$9K
Legal feesLn 11b$9K$5K$5K
Other fees for servicesLn 11g$98K$51K$47K
Advertising and promotionLn 12$10K$10K$777$95
Office expensesLn 13$25K$13K$12K
Information technologyLn 14$32K$17K$15K$247
OccupancyLn 16$235K$156K$79K
Conferences, conventions and meetingsLn 19$579$262$131$186
Depreciation, depletion and amortizationLn 22$77K$39K$39K
InsuranceLn 23$103K$58K$45K
Other expenses (24a–d)Ln 24$167K$106K$62K
All other expensesLn 24e$51K$31K$20K$13
Total functional expensesLn 25$2.0M$1.2M$578K$147K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.7M$2.0M−$243K$13.3M 990 PDF
FY2023 $2.2M$1.4M$819K$12.4M 990 PDF
FY2022 $1.3M$1.5M−$170K$10.5M 990 PDF
FY2021 $7.0M$1.2M$5.8M$12.4M 990 PDF
FY2020 $1.4M$1.3M$54K$7.7M 990 PDF
FY2019 $1.4M$1.4M$53K$7.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,712,631 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,129,918$605,586
I-9 Program service revenuePrior year $506,758$563,800
I-10 Investment incomePrior year $642,929$443,767
I-11 Other revenuePrior year −$72,203$99,478
I-12 Total revenuePrior year $2,207,402$1,712,631
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $812,677$1,147,130
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $576,140$808,510
I-18 Total expensesPrior year $1,388,817$1,955,640
I-19 Revenue less expensesPrior year $818,585−$243,009
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,712,631 across 10 lines filed
Lines not itemized here account for $11,846 of total revenue; see the IRS return.
VIII-1b Membership dues$13,082
VIII-1c Fundraising events$52,296
VIII-1f All other contributions, gifts and grants$540,208
VIII-1h Total contributions, gifts and grants$605,586
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $563,800$563,800
VIII-3 Investment incomeExcluded from tax $479,859$479,859
VIII-6 Net rental income or lossRelated to mission −$3,832−$3,832
VIII-7 Net gain or loss on sales of assetsRelated to mission −$36,092−$36,092
VIII-8 Net income from fundraising eventsExcluded from tax $91,464$91,464
VIII-12 Total revenueRelated to mission $535,722 · Unrelated business $0 · Excluded from tax $571,323$1,712,631
Part IX · Statement of functional expenses $1,955,640 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $163,390 · Management $163,390$326,780
IX-7 Other salaries and wagesPrograms $448,742 · Management $47,156 · Fundraising $127,399$623,297
IX-9 Other employee benefitsPrograms $79,447 · Management $28,255 · Fundraising $9,212$116,914
IX-10 Payroll taxesPrograms $54,890 · Management $15,827 · Fundraising $9,422$80,139
IX-11b Legal feesPrograms $4,715 · Management $4,715$9,430
IX-11g Other fees for servicesPrograms $51,249 · Management $47,016$98,265
IX-12 Advertising and promotionPrograms $9,502 · Management $777 · Fundraising $95$10,374
IX-13 Office expensesPrograms $13,109 · Management $11,525$24,634
IX-14 Information technologyPrograms $16,621 · Management $14,932 · Fundraising $247$31,800
IX-16 OccupancyPrograms $155,756 · Management $79,356$235,112
IX-19 Conferences, conventions and meetingsPrograms $262 · Management $131 · Fundraising $186$579
IX-22 Depreciation, depletion and amortizationPrograms $38,739 · Management $38,739$77,478
IX-23 InsurancePrograms $57,985 · Management $44,797$102,782
IX-24 Other expenses (24a–d)Programs $105,720 · Management $61,586$167,306
IX-24e All other expensesPrograms $30,886 · Management $19,851 · Fundraising $13$50,750
IX-25 Total functional expensesPrograms $1,231,013 · Management $578,053 · Fundraising $146,574$1,955,640
Part X · Balance sheet $13,429,173 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $108,354$723,572
X-2 Savings and temporary cash investmentsStart of year $717,819$1,459,520
X-4 Accounts receivableStart of year $1,814$1,639
X-8 Inventories for sale or useStart of year $52,430$16,237
X-9 Prepaid expenses and deferred chargesStart of year $76,820$30,214
X-10c Land, buildings and equipment, netStart of year $2,010,293$1,901,279
X-11 Publicly traded securitiesStart of year $9,420,652$9,175,009
X-15 Other assetsStart of year $89,108$121,703
X-16 Total assetsStart of year $12,477,290$13,429,173
X-17 Accounts payable and accrued expensesStart of year $116,971$86,734
X-19 Deferred revenueStart of year $4,336$5,876
X-26 Total liabilitiesStart of year $121,307$92,610
X-27 Net assets without donor restrictionsStart of year $7,338,565$8,319,145
X-28 Net assets with donor restrictionsStart of year $5,017,418$5,017,418
X-32 Total net assets or fund balancesStart of year $12,355,983$13,336,563
X-33 Total liabilities and net assetsStart of year $12,477,290$13,429,173
Part XI · Reconciliation of net assets $13,336,563 net assets at year end
XI-1 Total revenue$1,712,631
XI-2 Total expenses$1,955,640
XI-3 Revenue less expenses−$243,009
XI-4 Net assets at start of year$12,355,983
XI-5 Net unrealized gains (losses) on investments$1,548,890
XI-8 Prior period adjustments−$325,301
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,336,563

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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