2019

BOARD OF TRUSTEES

OUR MISSION

OfficersJoyce Gattas, PhD, ChairConnie Matsui, Vice ChairGaidi Finnie, SecretaryPemberton Smith,

TreasurerCarol Chang, Immediate

Past Chair Tomás Herrera-Mishler,

President and Chief Executive Officer

Board MembersJonathan BaileyJoye Blount Gerard J. BuckleyLi-Rong Lilly Cheng, PhDRoger ConleePam CrooksJim DaweEmily FoxVictoria HamiltonCharles HellerichConny JamisonKatherine JohnstonDavid KinneyBrian MatthewsPaul MeyerGonzalo RojasGlenn RossmanAlan Spector, MD, PhDJohn VenekampMichael Yee

The Balboa Park Conservancy is a public benefit 501(c)3 nonprofit organization that provides expertise, advocacy and resources to envision, enhance and sustain Balboa Park for all visitors in partnership with the City of San Diego and in collaboration with other organizations in the Park and the community.

2019 has been a productive year for the Balboa Park Conservancy– from doubling our volunteer initiatives to launching the restoration of the Botanical Building. With your help we grew our urban tree canopy, enhanced historic landscapes, and envisioned an improved parkwide wayfinding and signage plan. Together, we are creating lasting change for our Balboa Park, San Diego’s crown jewel.

We areWe are one of five one of five urban park urban park organizations nationally selected organizations nationally selected to participate in the Central Park to participate in the Central Park Conservancy’s Institute for Urban Conservancy’s Institute for Urban

Parks’ new Partnerships Lab.Parks’ new Partnerships Lab.

$257,000 awarded from the federal Save America’s Treasures (SAT) National Park Services grant

program to help restore the Balboa Park Botanical Building.

Conservator’s Circle donors, increasing our ability to plan,

manage and enhance park projects, placemaking,

and volunteer initiatives.

100+

$450Kof donated time for 15,000

volunteer service hours completed in 2019, from our more than 500-person volunteer base.

ANNUAL REPORT

The Balboa Park Conservancy is officially recognized by the Points of Light Foundation as a Certified Service Enterprise, reflecting our commitment to best practices in volunteer stewardship.

OUR SUPPORTERS The following individuals and organizations generously supported the Balboa Park Conservancy with donations, grants, and pledges to support mission-driven initiatives for Balboa Park from January to December 2019.

BUILDERS$10,000+Carol & Jeff ChangPamela Hamilton LesterConnie Matsui & Bill Beckman

Marilyn Woods

CULTIVATORS$5,000 - $9,999Winifred ChaseCharles & Lisa HellerichJo Ann KiltyKnight AngelsMcGrory Family Fund of the Jewish Community FoundationLynne & Glenn Rossman

$100,000+AnonymousJoyce Axelrod & Joe FischRedfern Family TrustThe San Diego Foundation

$50,000 - $99,999Nancy Carol CarterCharles & Lisa HellerichConnie Matsui & Bill BeckmanLaurie Mitchell & Brent WoodsLaurie Munday

$25,000 - $49,999Winifred ChaseThe Favrot FundConny JamisonKnight AngelsSDGE Sempra Energy Utility

$10,000 - $24,999Anna M. CurrenJoyce Gattas, PhDJo Ann KiltyJohanna & John TomanJohn Venekamp &

Clifford Schireson

$5,000 - $9,999Tony & Sue AlessandraBeyster Family FoundationRyan & Alison BlairRichard BrennerDavid & Danira CastilloKay ChandlerKathee ChristensenCounty of San DiegoCubic CorporationJames DawePeter Dennehy & Tim JacksonPaul DobbsJennifer EinbinderKen & Barbara KubarychLPA, Inc.Linda LungrenKathy Fitzhugh & John MartinFern NelsonRancho Santa Fe Garden ClubClarisa & Gonzalo RojasAllison RossettSan Diego Woman’s ClubNancy & Alan Spector

Leslie Zann

$1,000 - 4,999A.O. ReedAllied Integrated MarketingDede & Mike AlpertAnonymousDouglas ArbonMichael & Arlene BardinDavid Bevilaqua & Craig CaldwellLaurie BlackBetsy & Ed BlodgettMike Bogue & James G. SchwendigSusan Boiko & Martin A. SchwartzBradley BrownCalifornia Coast Credit UnionCity National BankCOX CommunicationsCrooks Analytics, Inc.Christine & Jim CunningCheryl DailyThe Davey Tree Expert CompanySr. Raymonda DuVall

$1,000 - $4,999Accomplishment CoachingTony & Sue AllesandraClaire AndersonAnonymousJonathan Bailey & Triton KlughSarah Beckman & Jarrod SchemenauerStephanie Bergsma & Dwight HareSusan & Richard BezmanAlison & Ryan BlairBetsy & Edward BlodgettRichard & Beth BrennerTerrance Bruggeman & Dianne Dyer BruggemanGerard BuckleyNancy Carol CarterDavid & Danira CastilloRobert Cerasoli Family TrustKay ChandlerClaudia Chan-Shaffer & Jerry ShafferLilly ChengKathee M. ChristensenNicole & Ben ClayPamela D. CrooksMary & James DawePeter Dennehy & Timothy Jackson

Paul DobbsClaudia & Michael EhrenfeldJennifer EinbinderEllis Family FoundationDan & Phyllis EpsteinJim FarleyNancy Farnan & Leif FearnJoseph Fisch & Joyce AxelrodJean & Mark FisherKatherine Fitzhugh & John MartinDouglas Flaker & Richard ValdiviaApua & Dr. Mark GarbuttJoyce Gattas, PhDGay & Lesbian Fund for San DiegoJoyce GlazerTomás & Mercedes Herrera-MishlerConny JamisonJay JeffcoatKatherine & Mark JohnstonKCM GroupCheryl D. KendrickGerald E. Kleinsmith & Gerald MichaudBarbara & Ken KubarychJames LauerJanet Lawless Christ & Charlie ChristMichael & Teresa LewisRita Lim-WilbyJaimi Lomas & Tom HaneyLinda LungrenBetsy McCulloughJudy McDonaldPaul & Maggie MeyerRebecca & Mitch MitchellMary-Rose & Bill Mueller

Fern NelsonStephanie & Ron OliverMarjorie & Charles O’MalleyCheryl Alethia PhelpsDanny PiperFerrell ReedAnn & Tim RiceClarisa & Gonzalo RojasPatricia RoscoeAllison RossettRana Sampson & Jerry SandersClifford Schireson & John VenekampShawn Schraeger & Cheri FitznerJames G. Schwendig & Mike BogueRobert K. & Judy SharpElaine & Peter ShawMarivi & Ruey ShiversJean & Pemberton SmithNancy & Alan SpectorJeanette StevensJoe & Kym SzalkiewiczJohanna & John TomanDawn ViveashK. Nikki WatersBob WatkinsSharon & David WaxJanice WeinrickPeter WheelerBertha & Earl WiensWilson Turner Kosmo LLPKarin E. WinnerMichael & Criselda YeeLeslie ZannSharon B. Zell

We are grateful to the following individuals and organizations who are invested in Balboa Park with a commitment to the Conservancy of $1,000 or more, for a minimum of 5 years. CONSERVATOR’S CIRCLE

Derek EvansKelly A. Gates & John BarrettAmy GinnowSummer GirgisPamela Hamilton LesterBobbi HardimanBarbara & Kirk HenryHiggs, Fletcher & MackChinyeh Hostleri.d.e.a.Mark & Katherine JohnstonKaiser PermanenteDavid & Julie KinneyKiwanis Club of San DiegoLisa & Michael LambertPaul F. LevinLuis Augusto Lutteroth del RiegoGlenn & Lynne RossmanKatherine Matlack & Lloyd PriceMitch & Rebecca MitchellRhonda & Michael MonaBritt Mueller & Dayne FreitagOld Town Trolley ToursJimmy & Sonya ParkerReLeaf CaliforniaRSM DesignRana Sampson & Jerry SandersU.S. Bank Private Wealth ManagementDenise & Peter WalshSharon and David WaxAbby & Ray WeissJames E. & Kathryn A. Whistler FundWilson Turner Kosmo LLPMarilyn WoodsMichael & Criselda Yee

Up to $999Cecile AbelKatelyn Rose AdelmanMary Consalvi AlarioSteve and Judy AltmanAnonymousJonathan Bailey & Triton KlughPhillip BakerAaron BallYoli BandaClaudia BaranowskiSteve & Barbara BarnesThomas & Claudia BassoPamela BaumgartStephanie BecerraDiane & Dick BeckmanFrank & Joy BelockNancy BentivegnaRita & Jerry BiermanMarilyn BintzDavid BjorndalPaul Black & Evelyn TruittEd & Sue Strom BlitzJohn Bloomberg-RissmanRandy & Barb BoeschIndra & Paul BowersAnastasia BrewsterRichard & Eileen BrownPamela BruderElizabeth Butler-HellewellTheodore H Butz & Suzanne B Butz FundAna Mercedes CastilloHelen ChengGaret & Wendy ClarkBeverly CodallasTom CohenCristina Della Coletta and Mike ThriftSteve Cologne & Vicky CarlsonMolly ConserHelaina CostelloKaren CouttsSusy CreamerBarbara CrewMarijean CrowStephanie DavisEdmund DeatonNicholas DeCorsoBernie & June DodgeMarie Draper

Christina Iwane DunnJohn EarlBertram EdelsteinGwen EdwardsWilliam F. EhlersMary Erlenborn & Tom Templeton

Rockette & Robbi EwellAnne FegeRichard FeinbergLinda FeldmanTeri FennerRyan FigleyFinancial Executives International

Gaidi FinnieSteven FisherYara FisherJoel FislerMike & Pam FoleyDerek & Emily FoxEmily FoxSamantha FriendKrisan FrommAndrea L. FullerRob FureyKirsten GallacherConstance GallagherDonna GarciaAlyssa GardnerBradley C. GerbelWendy GilmanColleen GoldenElizabeth GonzalesJudi GottschalkFrank GreenIrene GrummanVictoria Hamilton & Paul HobsonLinda L. HarrisJeremy HarrisRik HartmanCarrie HayesLance HaynesGary & Elizabeth HelmingJanis HeppellS. Dale HessScott HilkeneWayne HoltanMichael HopkinsJane HopkinsKen HullBill & Katie HunterTom HutchingsDavid IsraelSy John IversonJacobs Family FoundationKeely JetersKatherine A. JohnsonSuzanne S. JohnsonCecile JordanArturo JordanLesslie KellerAndrew KemalAnn & Joe KilrainElizabeth KindWebster & Helen KinnairdJames KoerberLeslie KrallimRhea & Armin KuhlmanAnn KuhnRussell LailSusan LeonardMaggie LeoneMary LimogesMichael & Linda BennettVic & Linda BianesAlice LiuDavid LubsVonnie MadiganMark & Virginia MahigianJordan MalavarLisa MannSue MarberryCatharine MarckwardtGary MarcusLeslie MarkStefania MarzanoBrian MatthewsKari & Carl Mauer

Joseph MayerBill & Peggy McCarbergAnn McDonaldJohn McGannDonna McGillPaul & Maggie MeyerStan MillerLoretta MonarengRachel MoorePia MorganElizabeth MorrisRobert MorrisBarbara MortonDana MosserMahpareh MostoufiMutual of AmericaTavette NeskorikPhuoc NguyenIngrid Nielsen & Larry ImrieMyrt NiesleyAna NosalJean & James O’GradyCarole A. OuthouseJolyn B. ParkerRoss PorterKrista PowersCharles PukstaKatherine RaineyMary M. RathbunAudrey RatnerGrant Reeder & Scott WillifordCharles ReillyLaura ReinertSusan ReynoldsLisa Leslie Risser-BerryDavid RobertsonCarolina Romero-ThompsonCarol RosasJessica RounsevilleJeffrey RulePasha SaberiRobert SaltSan Diego Floral SocietyAndrew SanchezBrian SauteElsa SaxodKelly SchmidtSusan G. SchuylerVirginia Keivens SchwendBonnie ScottTim & Luci SerletDean and Sharon PoppLari SheehanConnie Sherry & Jeff ShipmanAdam & Marley SherryRene SmithJean & Pemberton SmithMyrian Solis CoronelLee SomervilleRichard SperoDana SpringsFern SteinerJody SternJohn and Julie StoneChris & Ann SwisherDylan Swisher & Zachary MaybaumPaula Taylor & Bernie KulchinPatricia TedfordGlee ThomsonRose TingRichard Scott TrujilloRachelle TubongbanuaAnne TurhollowJustine TurnerTammy WalzDon WeastPatricia WebbDiana S. WeinriebPete WheelerNancy Wilkins-DiehrJi-Yun WinfreeJanet WingertRichard WinterBrenda WolfeMike WrightVictor YamauchiKathy & Ken Zito

balboaparkconservancy.org @lovebalboapark 01/2020

SUSTAINING DONORSKEY ACCOMPLISHMENTSFINANCIALS 2018-2019 The following individuals and organizations have generously committed ongoing or multi-year gifts to the Conservancy’s general operating fund.

* Champions, our sustainging monthly donors

8%

12%80%General/Admin

Fundraising

Programs

Statement of Financial Position As of June 30, 2019

Assets Current Assets $2,219,114 Property and Equipment 205,670 Other Assets 471,851 Total Assets $2,896,635

Liabilities & Net Assets Current Liablilities $277,077 Total Net Assets Without Donor Restrictions 815,565 Total Net Assets With Donor Restrictions 1,803,993 Total Liabilites and Net Assets $2,896,635

Statement of ActivitiesJuly 1, 2018 - June 30, 2019

Revenue and Support Contributions $1,431,209 Retail Operations 1,345,142 Rental Income 976,322 In-Kind Contributions 824,176 Grants 511,366 Miscellaneous Income 132,060 Interest Income 4,212 Total Revenue and Support $5,224,487

Expenses Program Expenses $3,373,912 General and Administrative 343,725 Fundraising 483,799 Total Expenses 4,201,436 Change in Net Assets 1,023,051 Net Assets at Beginning of Year 1,596,507 Net Assets at End of Year $2,619,558

EXPENSES

• Awarded an AmeriCorps Volunteer Infrastructure Project (VIP) Fellow by Jewish Family Services for a 2nd consecutive year.

• Launched Love Balboa Park, an inclusive membership program designed to foster park advocacy and connection.

• Created a more accessible and comprehensive digital tree inventory using Tree Plotter.

• Successfully advocated for state funding: led by Senator Toni G. Atkins, the state of California allocated $8.26 million to The City of San Diego for the Botanical Building and Gardens restoration.

• Received approval for the enhanced Balboa Park Signage and Wayfinding program developed with The City of San Diego, park stakeholders and environmental design firm, RSM.

• Awarded $220,000 by The San Diego Foundation for implementation of the Signage and Wayfinding program in 2020.

• Invested a total of $167K in the plans and restoration of the historic 1935 Cactus Garden, with a 3rd phase of improvements beginning in 2020.

• Received a $100K Public Recreation Fund Grant from The San Diego Foundation to replace the outdated tennis court lights with modern LED fixtures at the Balboa Tennis Club.

• Completed re-fencing and other rehabilitation efforts in Nate’s Point Dog Park– a total investment of $26K.

• Celebrated the 1-year anniversary of our Tree Stewards initiative, with a total of 45 volunteers and over 700 hours of service.

• Supported Park Rangers with 55 public tours and 33 custom tours of Balboa Park, through our trained volunteer tour corps in the Visitors Center.

• Created a new Balboa Park Gardens Brochure with funding from the County of San Diego.

• Partnered with The City of San Diego Parks and Recreation Department, Friends of Balboa Park, and Tree San Diego the new city-wide Arbor Day festival.

• Launched a new free community event, Plant It Forward, made possible by a prestigious Environmental Champions Award from SDG&E and a grant from California ReLeaf.

• Awarded a 2nd Heart of the Community (HOTC) grant by Southwest Airlines and the Project for Public Spaces (PPS), providing resources to convene a Visioning Workshop for parkwide placemaking.

Collaborated with park Collaborated with park stakeholders and Parks and stakeholders and Parks and

Recreation to expand and host Recreation to expand and host FREE community events for FREE community events for more than 600,000 visitors.more than 600,000 visitors.

Trees planted over the past Trees planted over the past two and a half yearstwo and a half years, for our , for our

comprehensive Tree Balboa Park comprehensive Tree Balboa Park program funded by CALFIRE.program funded by CALFIRE.

$1,000+Marsha A. BedwellLaurie Black*Charlene DackermanBobbi Hardiman*Spurlock Landscape ArchitectsAbby Weiss

$500 - $999

Barbara AldersonAnonymousJeanette BarrackDiane & Richard BeckmanSteve Cologne & Vicky CarlsonAlice & Doug DiamondDavid & Julie KinneyJulianne & Greg MarkowRhonda & Michael MonaTavette Neskorik*Jeraldine Young ObornSandra PerlattiAnne & Bob Rast

$100 - $499Indra Gardiner Bowers*Roger ConleeNicholas DeCorso*Michael & Heather DietschMarianne EricssonKimberly KetronJames Koerber*Russell LailMartin LevineMichael MadsenLisa Mann*Sue Marberry*Katherine Matlack & Lloyd PriceRobert & Ardelle MatthewsBarbara MetzMary MitchellJolyn B. ParkerKrista PowersGrant Reeder & Scott Williford*Robert Salt*Craig ScottBonnie Scott*Ellen StarrJean SteinGlee Thomson*

Up to $99Cecile Abel*Stephanie BecerraVivienne BennettNancy Bentivegna*Marijean Crow*Cheryl DailyChristina Iwane Dunn*Alyssa Gardner*Elizabeth Gonzales*Frank Green*David Israel*Keely Jeters*Leslie S. KleinLeslie Krallim*Ann KuhnVonnie MadiganJordan Malavar*Stefania Marzano*Loretta Monareng*Phuoc Nguyen*Ana Nosal*Mary M. Rathbun*Carol Rosas*Jessica Rounseville*Dylan Swisher*

balboaparkconservancy.org @lovebalboapark

580+