2024-05-14T13:50:17-05:00 2023-12-31 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2023-01-01 742178792 SAN ANTONIO BOTANICAL GARDEN SOCIETY INC SANA 2105361402 555 FUNSTON PLACE SAN ANTONIO TX 78209 LISA MEDRANO CHIEF FINANCIAL OFFICER 2105361402 2024-05-14 1 LISA MEDRANO 999009999 0 PAUL WOBSER P02343273 2108291300 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z LISA MEDRANO 555 FUNSTON PLACE SAN ANTONIO TX 78209 15178051 0 X SABOT.ORG X 1980 TX ENRICHING LIVES THROUGH PLANTS AND NATURE 28 28 173 511 12630 0 4020547 3687392 5184319 4196695 116214 341144 976240 4216912 10297320 12442143 0 0 0 0 3834269 4438882 0 0 776553 6519587 5625661 10353856 10064543 -56536 2377600 48104110 44357979 9285897 2415302 38818213 41942677 X THE MISSION OF THE SAN ANTONIO BOTANICAL GARDEN IS "ENRICHING LIVES THROUGH PLANTS AND NATURE." NOWHERE ELSE IN THE SOUTH-CENTRAL TEXAS REGION ARE PEOPLE AND PLANTS BROUGHT TOGETHER IN SUCH A BIOLOGICALLY DIVERSE MUSEUM OF PLANTS AND OUTDOOR LEARNING ENVIRONMENT. 0 0 1785416 915713 WE ARE A BIOLOGICALLY DIVERSE MUSEUM OF PLANTS AND OUTDOOR LEARNING ENVIRONMENT AVAILABLE FOR ALL TO EXPLORE AND ENJOY. ANNUALLY, OUR 860+ PROGRAMS SERVE CHILDREN, FAMILIES, AND ADULTS WITH A WIDE RANGE OF RELEVANT COMMUNITY CLASSES DESIGNED TO FOCUS ON K-12 GRADE TEKS-BASED PROGRAMS, ENVIRONMENTAL STEWARDSHIP AND WATER CONSERVATION, RARE AND ENDANGERED TEXAS NATIVE PLANTS, AND NATURE/ART EXHIBITIONS. ANNUALLY, WE SERVE 21,000+ STUDENTS FROM ALL SCHOOL DISTRICTS IN BEXAR AND ITS SEVEN ADJOINING COUNTIES, AND HALF OF THOSE STUDENTS ARE FROM TITLE 1 SCHOOLS. THE BOTANICAL GARDEN PROVIDES ALL PROGRAM PARTICIPANTS EXPERIENCES IN LEARNING, WELLNESS, AND FUN THAT CAN ONLY BE FOUND ACROSS OUR 38-ACRES. ALL ARE LEARNING WHY PLANTS ARE IMPORTANT FOR SUSTAINING LIFE ON OUR PLANET AND WHY IT IS MORE VITAL THAN EVER THAT WE CONSERVE WATER AND ALL OUR PRECIOUS NATURAL RESOURCES. 1757145 1789843 THE BOTANICAL GARDEN'S MISSION IS "ENRICHING LIVES THROUGH PLANTS AND NATURE, AND WITH THIS DUAL EMPHASIS ON PLANTS AND PEOPLE, WE WILL CONTINUE SAVING ENDANGERED NATIVE PLANT SPECIES AND CREATING CONSERVATION STEWARDS, BOTH ADULTS AND CHILDREN, THROUGH EDUCATION. CHOSEN BY THE NATION'S CENTER FOR PLANT CONSERVATION, WE HAVE BEEN CUSTODIANS OF RARE AND ENDANGERED PLANTS FOR THE PAST 38 YEARS. WE ARE A RESPECTED NATIONAL CENTER FOR BOTANIC RESEARCH, CONSERVATION AND THE PROLIFERATION OF NATIVE PLANTS. WE ARE GROWING AND DISPLAYING ENDANGERED PLANTS AND INTERPRETING THEIR BOTANICAL AND ECOLOGICAL SIGNIFICANCE TO HELP VISITORS UNDERSTAND WHY THEY SHOULD HELP CONSERVE AND PROTECT ALL PLANTS. WE HAVE 62+ RARE TEXAS PLANT SPECIES IN OUR COLLECTION WITH A GOAL TO PROCURE AND PROPAGATE 50+ ADDITIONAL RARE TEXAS PLANTS IN THE NEXT FEW YEARS. 2695495 1491139 THE BOTANICAL GARDEN HAS PROVEN TO BE AN EXCITING AND UNIQUE SPACE FOR THE DISPLAY OF ART IN NATURE ACROSS OUR 38 ACRES AND ONE OF SAN ANTONIO'S MOST POPULAR AND RESPECTED VENUES FOR PRIVATE EVENT RENTALS. ALONG WITH OUR EXTRAORDINARY PLANT COLLECTIONS, OUR WORLD-CLASS ART/NATURE EXHIBITIONS DRAW 400,000+ VISITORS TO THE BOTANICAL GARDEN ANNUALLY. THE BOTANICAL GARDEN PRESENTS LARGE-SCALE ART EXHIBITIONS ANNUALLY WITH A 5+ MONTH RUN. ABOUT 60+ RELATED PROGRAMS ARE CREATED TO HIGHLIGHT THE THEME OF THE EXHIBITIONS, ELEVATING THE EXPERIENCE FOR VISITORS OF ALL AGES. IN 2024 THE BOTANICAL GARDEN WILL PRESENT "HUNTOPIA BUNNIES, BIRDS & BUTTERFLIES AND IN 2025, "FLORA AND FAUNA MURALS." THE RENOWNED ARTISTS FOR THESE EXHIBITIONS ARE CREATING THEIR ORIGINAL ART SPECIFICALLY FOR THE BOTANICAL GARDEN EXHIBITIONS. THIS DEMONSTRATES THE BOTANICAL GARDEN'S SIGNIFICANCE IN BOTH THE ART AND BOTANICAL COMMUNITIES. 728659 777237 GIFT SHOP, VISITOR SERVICES, PLANT SALES 1122060 1020383 FACILITIES AND RENTALS 1850719 1797620 8088775 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 173 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X X X THE ORGANIZATION 2105361403 555 FUNSTON PLACE SAN ANTONIO TX 78209 OMAR AKHIL PRESIDENT 16.00 1.00 X X 0 0 0 JULIE WILKINSON VP & CHAIR SCIENCE & EDUCATION 1.00 0.00 X X 0 0 0 MARINA GONZALES SECRETARY 2.00 0.00 X X 0 0 0 MADISON MARCEAU TREASURER 2.00 1.00 X X 0 0 0 MOLLY AMINI DIRECTOR 1.00 X 0 0 0 CANDACE ANDREWS DIRECTOR 1.00 X 0 0 0 MOTE BAIRD DIRECTOR 1.00 X 0 0 0 SARAH COCHRAN DIRECTOR 1.00 X 0 0 0 JOHN COMANDER DIRECTOR, CHAIR LONG RANGE PLANNING 1.00 X 0 0 0 GABRIEL DURAND HOLLIS DIRECTOR 1.00 X 0 0 0 MISSY FINCK DIRECTOR 1.00 X 0 0 0 WILLIAM FISHER DIRECTOR 1.00 X 0 0 0 BURKLEY FITZSIMONS DIRECTOR 1.00 X 0 0 0 LOU CELIA FROST DIRECTOR 1.00 X 0 0 0 ANNE GAMBOA DIRECTOR 1.00 X 0 0 0 ELAINE KEARNEY DIRECTOR 1.00 X 0 0 0 CALLY KOTHMANN DIRECTOR 1.00 X 0 0 0 MARIE MAYS DIRECTOR 1.00 X 0 0 0 DAVID MEYERS II DIRECTOR 1.00 X 0 0 0 PHIL MILLER DIRECTOR 1.00 1.00 X 0 0 0 SUSAN MOOBERRY DIRECTOR 1.00 X 0 0 0 BILL ORR DIRECTOR, CHAIR BOARD MANAGEMENT 1.00 X 0 0 0 ANDY RUSS DIRECTOR 1.00 X 0 0 0 LAMAR SALES DIRECTOR 1.00 X 0 0 0 ALLEN SIKES DIRECTOR, CHAIR BUILDINGS & GARDENS 1.00 X 0 0 0 PAULA STUMBERG DIRECTOR 1.00 X 0 0 0 LISA UHL DIRECTOR 1.00 X 0 0 0 ALEJANDRA ZERTUCHE DIRECTOR 1.00 X 0 0 0 KATHERINE TRUMBLE INTERIM CEO/DIRECTOR OF DEVELOPMENT 39.00 1.00 X 179365 0 0 LISA MEDRANO CFO 39.00 1.00 X 81239 0 0 SABINA CARR FORMER CEO 39.00 1.00 X 277805 0 0 538409 0 0 2 1 1 0 TROY M JESSEE CONSTRUCTION LP PO BOX 6202 SAN ANTONIO TX 78209 CONSTRUCTION SERVICES 1119215 IDLEWILD SLONEM 600 NW 40TH STREEET SEATTLE WA 98107 GLASS AND BRONZE ART 375000 E-Z BEL CONSTRUCTION LLC 203 RECOLTA SAN ANTONIO TX 78216 CONSTRUCTION SERVICES 258078 HARPER BRAWNER LLC 1901 CENTRAL DRIVE SUITE BEDFORD TX 76021 ARCHITECTURAL SERVICES 220269 4 592894 1140000 1954498 20775 3687392 ADMISSIONS 900099 1789772 1789772 MEMBERSHIPS 900099 1278510 1278510 EXHIBITS & EVENT SPONSORSHIPS 611710 570654 570654 EDUCATIONAL PROGRAMS 611710 557759 557759 4196695 250624 250624 1020383 0 1020383 1020383 1020383 2172267 2081747 90520 90520 90520 98865 592894 290114 -191249 -191249 490356 364047 126309 12630 113679 NMTC 900099 1972750 1972750 TRANSFER FROM SABG SUPPORTERS 900099 943243 943243 RESTAURANT AND OTHER REVENUES 722511 286881 286881 58595 58595 3261469 12442143 7458164 12630 1283957 538409 124208 235830 178371 3281461 2910449 54762 316250 316708 239050 40247 37411 302304 242756 22082 37466 171802 171802 2885 2885 228260 90741 132677 4842 552077 423009 12547 116521 65267 33451 31816 192491 63304 113134 16053 624571 624571 113517 113517 1159956 1068023 91933 98374 80770 11593 6011 COST OF PROGRAMS AND EV 933990 925576 8414 MAINTENANCE AND REPAIRS 704195 660825 43370 MAINTENANCE SUPPLIES 415835 388209 7337 20289 SECURITY 176583 90501 86082 185858 123332 19187 43339 10064543 8088775 1199215 776553 5363303 3989485 909834 886700 590966 301778 149961 159593 246856 598740 37036847 6009276 30233941 31027571 5987453 7380162 7516 2357 4614280 11593 48104110 44357979 1453219 2108289 315761 295420 7500000 16917 11593 9285897 2415302 X 34493485 37663564 4324728 4279113 38818213 41942677 48104110 44357979 2377600 746864 0 X 0 1 X 1 0 X 6871205 2276138 3184419 4001095 3094498 19427355 6871205 2276138 3184419 4001095 3094498 19427355 19427355 280526 194302 122502 571513 340784 1509627 11283 12631 23914 20960896 14566719 0.92680 0.95090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4753353 781867 77190 5458030 3864857 1368208 -477525 2187 4753353 3429639 24775 418214 7771 3864857 3179953 329686 80000 3429639 3110101 402353 264451 68050 3179953 0.47000 0.31000 0.22000 1 0 34444580 4294124 30150456 2592267 1715152 877115 31027571 CASH EQUIVALENTS 533185 F EQUITIES 3766278 F CORPORATE BONDS 1740944 F SHORT-TERM BONDS 1339755 F 7380162 OPERATING LEASE RIGHT-OF-USE LIABILITY 11593 11593 X PART V, LINE 4: THE ENDOWMENTS INTENDED PURPOSES INCLUDE CONSERVATORY UPKEEP/REPAIRS AS WELL AS GENERAL USE FOR THE BENEFIT OF THE SAN ANTONIO BOTANICAL GARDEN SOCIETY. PART X, LINE 2: THE SOCIETY AND SUPPORTERS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. THE SOCIETY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE FASB ASC TOPIC 740-10-25, INCOME TAXES - OVERALL - RECOGNITION, WHICH REQUIRES RECOGNITION AND DISCLOSURE UNDER UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS AND FOOTNOTES. THE ORGANIZATION'S MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. TAX YEARS BEGINNING WITH DECEMBER 31, 2019 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT AND THESE PERIODS HAVE NOT BEEN EXTENDED BEYOND THE APPLICABLE STATUTE OF LIMITATIONS. ANNUAL GALA 691759 592894 98865 12000 25951 113468 4254 134441 691759 592894 98865 12000 25951 113468 4254 134441 290114 -191249 X 0 0 0 0 0 0 0 0 0 SABINA CARR FORMER CEO 247101 0 28750 0 1954 0 0 0 0 0 277805 0 0 0 KATHERINE TRUMBLE INTERIM CEO/DIRECTOR OF DEVELOPMENT 159091 0 15000 0 5274 0 0 0 0 0 179365 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND CFO REVIEW THE FORM 990. PRIOR TO FILING WITH THE IRS, THE COMPLETED FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE FOR THEIR REVIEW, AND IS ALSO ELECTRONICALLY DISSEMINATED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENTS. ANY CONFLICT, EVEN ONE THAT APPEARS LIKE A CONFLICT OF INTEREST, MUST BE REPORTED TO THE PRESIDENT/CEO AND BOARD CHAIR. THESE DOCUMENTS ARE KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 THE SAN ANTONIO BOTANICAL GARDEN SOCIETY USES SURVEY DATA PRESENTED BY AN INDEPENDENT THIRD PARTY WHO GATHERS INFORMATION FROM VARIOUS SURVEY SOURCES, ENCOMPASSING INDUSTRIES INCLUDING FOR PROFIT, NOT-FOR-PROFIT AND GOVERNMENT INDUSTRIES. ADDITIONALLY, ALL EXECUTIVE COMPENSATION PLANS OF THE CORPORATION ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. MINUTES AND SUPPORTING DOCUMENTATION ARE TO BE KEPT ON FILE. THE COMPENSATION REVIEW IS PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AN ANNUAL REPORT IS PUBLISHED BY THE ORGANIZATION WHICH INCLUDES THE FINANCIAL RESULTS. AN ONLINE COPY IS AVAILABLE ON THE ORGANIZATIONS WEBSITE. HARD COPIES OF THE ANNUAL REPORT, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE PROVIDED UPON REQUEST. SUPPORTERS OF SA BOTANICAL GARDEN 555 FUNSTON PLACE SAN ANTONIO TX 78209 SUPPORT TX 501 (C)(3) LINE 12A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 SUPPORTERS OF SA BOTANICAL GARDEN S 943243 FMV