RANCHO SANTA ANA BOTANIC GARDEN

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

LUCINDA A MCDADE

Phone

9096258767

Tax Period

2024-07-01 to 2025-06-30

RANCHO SANTA ANA BOTANIC GARDEN, founded in 1976, is a community nonprofit in the Environment sector that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $32.0M represent 64 months of operating reserves.

Mission

RANCHO SANTA ANA BOTANIC GARDENS PROMOTES BOTANY, CONSERVATION, AND HORTICULTURE TO INSPIRE, INFORM AND EDUCATE THE PUBLIC AND 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.

Program Service Accomplishments

Program 1

Expenses: $1,428,558 Revenue: $1,715,929

CONSERVATION - WE ARE WORKING TO CONSERVE CALIFORNIA FLORA THROUGH INVENTORY, MONITORING, RESEARCH, HORTICULTURE, RESTORATION AND SEED BANK PROGRAMS. PLANT CONSERVATION AT RANCHO SANTA ANA BOTANIC...

CONSERVATION - WE ARE WORKING TO CONSERVE CALIFORNIA FLORA THROUGH INVENTORY, MONITORING, RESEARCH, HORTICULTURE, RESTORATION AND SEED BANK PROGRAMS. PLANT CONSERVATION AT RANCHO SANTA ANA BOTANIC GARDEN (RSABG) IS CENTRAL TO OUR MISSION AND IS A NATURAL EXTENSION OF OUR RICH HISTORY IN RESEARCH AND HORTICULTURE. CONSERVING BIODIVERSITY IS CHALLENGING AS WE FACE CATASTROPHIC DROUGHT, WILDFIRES, INVASION OF EXOTIC SPECIES, AND EXPANDING URBANIZATION AND DEVELOPMENT. RSABG HAS BEEN A CORNERSTONE IN THE WORLD OF CALIFORNIA NATIVE PLANT CONSERVATION AND, AS OUR CHALLENGES GROW, RSABG WILL CONTINUE TO WORK AT THE FRONT LINES. RSABG HAS ACTIVE PROGRAMS IN FLORISTIC RESEARCH, RARE PLANT RESEARCH AND MONITORING, POPULATION GENETICS, SEED COLLECTION AND PRESERVATION, PLANT PROPAGATION, RESTORATION, AND INVASIVE SPECIES MANAGEMENT TO ADVANCE CONSERVATION OF CALIFORNIA'S NATIVE PLANTS AND HABITATS.

Program 2

Expenses: $1,114,731 Revenue: $665,651

GRADUATE EDUCATION, COMMUNITY EDUCATION, VISITOR AND NURSERY SERVICES IN PROMOTION OF THE ORGANIZATION'S MISSION.

Program 3

Expenses: $1,138,528 Revenue: $425,669

RESEARCH, LIBRARY AND HERBARIUM - THE ORGANIZATION MAINTAINS A COMPREHENSIVE LIVING COLLECTION OF CALIFORNIA NATIVE PLANTS, AN EXTENSIVE DRIED SPECIMEN COLLECTION IN THE HERBARIUM, AND A WIDE-RANGING COLLECTION OF BOTANY VOLUMES HELD IN ITS LIBRARY. NO COST HAS BEEN CAPITALIZED FOR THESE COLLECTIONS AS IT IS IMPRACTICAL TO DETERMINE THEIR VALUE DUE TO THE LARGE NUMBER OF ITEMS AND THE LONG SPAN OF YEARS IT HAS TAKEN TO CREATE THE COLLECTIONS. IN ADDITION, CAPITALIZING COLLECTIONS CONTRADICTS STANDARDS OF COLLECTIONS STEWARDSHIP AND IS COUNTER TO THE ETHICAL STANDARDS SET FORTH BY THE MUSEUM FIELD. LIBRARY AND ARCHIVE - THE RESEARCH LIBRARY CONTAINS APPROXIMATELY 48,000 VOLUMES AND 750 CURRENT JOURNALS AND PERIODICALS. ACQUISITIONS INCREASE YEARLY AND INCLUDE BOUND JOURNALS AND PERIODICALS. THE LIBRARY ALSO HOUSES THE ARCHIVES WHICH INCLUDE THE MARCUS JONES ARCHIVES AND COLLECTION, AS WELL AS THE SAMUEL PARISH COLLECTIONS; BOTH MEN WERE LOCAL BOTANISTS IN THE LATE 19TH CENTURY. HERBARIUM - THE COMBINED HERBARIUM OF RANCHO SANTA ANA BOTANIC GARDENS IS ABOUT THE TENTH LARGEST IN THE UNITED STATES AND THE THIRD LARGEST IN THE WESTERN UNITED STATES, WITH CURRENT HOLDINGS TOTALING OVER 1,100,000 SPECIMENS REPRESENTING PLANT DIVERSITY WORLDWIDE AND WITH SUPERLATIVE STRENGTHS IN HOLDING OF PLANTS FROM CALIFORNIA AND OTHER MEDITERRANEAN CLIMATE REGIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,360,585

Program Service Revenue $3,089,188

Investment Income $800,657

Other Revenue $-234,421

TOTAL REVENUE $6,016,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,656,893

Fundraising Expenses $407,542

Program Expenses $4,832,264

Other Expenses $1,800,974

TOTAL EXPENSES $6,457,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,016,009	$6,529,539	-0.1%
Expenses	$6,457,867	$5,992,926	+0.1%
Net Income	$-441,858	$536,613	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

113

Volunteers

170

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$281,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCINDA A MCDADE	EXECUTIVE DIRECTOR	40.00	Officer	$154,185	$26,749	$180,934
KRISTINE CROSBY	CHIEF FINANCIAL OFFICER	40.00	Officer	$99,575	$1,000	$100,575
CINDY WALKENBACH	CHAIR, TRUSTEE	1.00	Officer Director	$0	$0	$0
ANN PLATT WALKER	VICE CHAIR, TRUSTEE	1.00	Officer Director	$0	$0	$0
KATHLEEN MULLIGAN	TREASURER, TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID BECKER	SECRETARY, TRUSTEE	1.00	Officer Director	$0	$0	$0
LINDA BATTRAM	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BRAYTON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN BRYANT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES F BURKE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
HELEN DESMARAIS	TRUSTEE	1.00	Director	$0	$0	$0
SEAN GALLAGHER	TRUSTEE	1.00	Director	$0	$0	$0
LAURENCE GRILL	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET KELLY	TRUSTEE (THROUGH JANUARY 31, 2025)	1.00	Director	$0	$0	$0
JIM MCCLINTOCK	TRUSTEE	1.00	Director	$0	$0	$0
LYNN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
ANN MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANE MOSER	TRUSTEE	1.00	Director	$0	$0	$0
MARY PERERA	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS SCULLY	TRUSTEE	1.00	Director	$0	$0	$0
RONALD VERA	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN WELLER	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,016,009	$6,457,867	$32,989,621	$-441,858
2024	$6,529,539	$5,992,926	$31,312,658	$536,613
2023	$6,505,844	$4,912,785	$28,535,527	$1,593,059
2022	$6,565,357	$4,972,906	$26,361,021	$1,592,451
2021	$6,285,503	$4,623,760	$30,352,791	$1,661,743
2020	$3,640,965	$4,845,633	$24,580,127	$-1,204,668
2019	$4,926,126	$5,361,159	$26,071,895	$-435,033
2018	$3,962,892	$4,979,576	$26,822,196	$-1,016,684