2024-07-24T14:04:30-05:00 2023-09-30 431305800 UHY ADVISORS MIDWEST INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2022-10-01 430666759 MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES MISS 3145775100 4344 SHAW BOULEVARD ST LOUIS MO 63110 KEITH ARCHER CHIEF OPERATING OFFICER 3145775100 2024-07-15 1 KEITH ARCHER 999009999 1 DENISE PISCIOTTA P00560435 3146151200 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR PETER WYSE JACKSON 4344 SHAW BOULEVARD ST LOUIS MO 63110 73822841 0 X MISSOURIBOTANICALGARDEN.ORG X 1859 MO DISCOVER/SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 36 36 540 1170 0 0 47551302 39564950 6662291 10315666 2801316 2875973 1439605 2756593 58454514 55513182 487957 823105 0 0 27767116 29647343 0 0 2275534 24646318 26699610 52901391 57170058 5553123 -1656876 339030685 351495504 10677804 7393687 328352881 344101817 X TO DISCOVER AND SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 0 0 14219638 8867781 HORTICULTURE: THE GARDEN'S HORTICULTURE PROGRAM DEVELOPS PLANT COLLECTIONS AND MAINTAINS LANDSCAPES FOR DISPLAY, HOME GARDENING DEMONSTRATIONS AND INFORMATION DISSEMINATION, AND IN SUPPORT OF RESEARCH AND EX-SITU CONSERVATION. THE GARDEN'S SEED BANK, LOCATED AT SHAW NATURE RESERVE, HOLDS 35 PERCENT OF THE STATE OF MISSOURI'S NATIVE FLORA. OUR PLANT COLLECTIONS INCLUDE 17,511 TAXA AND 8,903 SPECIES. THE GARDEN'S 79 ACRES FEATURE INDOOR AND OUTDOOR PLANT DISPLAYS THAT ATTRACTED 1.2 MILLION VISITORS IN 2023. HOME GARDENERS FROM AROUND THE WORLD REGULARLY USE THE GARDEN'S ON-SITE AND DIGITAL RESOURCES. THERE WERE 8.5 MILLION VISITS TO THE GARDENING WEB RESOURCES IN 2023. 14686844 823105 145761 SCIENCE: THE MISSOURI BOTANICAL GARDEN IS A WORLD LEADER IN PLANT DISCOVERY AND PLANT CONSERVATION AROUND THE WORLD. IN 2023, GARDEN SCIENTISTS ONCE AGAIN DISCOVERED ROUGHLY 200 NEW PLANT SPECIES, WHICH IS ROUGHLY 10 PERCENT OF ALL NEW PLANTS DISCOVERED EACH YEAR WORLDWIDE. OUR HERBARIUM, WITH MORE THAN 7.5 MILLION SPECIMENS, IS AMONG THE LARGEST AND SERVES AS A GLOBAL DATABASE OF PLANTS USED TO MAKE EVALUATIONS ON CONSERVATION STATUS. BY KNOWING WHAT PLANTS ARE THREATENED, WE CAN IDENTIFY AREAS OF HIGH CONSERVATION VALUE WHERE PROTECTING LANDSCAPES MAY SAVE THREATENED SPECIES. THE GARDEN ALSO CONTINUES TO ADD ITS TROPICOS DATABASE, AND WORKS WITH PARTNERS AROUND THE GLOBE TO DIGITALLY DOCUMENT ALL KNOWN PLANT LIFE THROUGH WORLD FLORA ONLINE. 5797217 335776 EDUCATION: THE GARDEN TAKES SERIOUSLY ITS MISSION TO SHARE KNOWLEDGE ABOUT PLANTS AND THE ENVIRONMENT WITH PEOPLE OF ALL AGES. IN 2023, MORE THAN 322,000 PEOPLE PARTICIPATED IN EDUCATIONAL EXPERIENCES LED BY THE MISSOURI BOTANICAL GARDEN, FROM COMMUNITY-BASED PROJECTS TO ON-SITE CLASSES AND EVENTS TO YEAR-LONG PROGRAMS AND COMMUNITY-BASED PROJECTS. OF THIS NUMBER, 42,345 WERE PREK-GRADE 12 STUDENTS AND TEACHERS WHO CONNECTED WITH THE GARDEN IN WAYS THAT DEEPENED THEIR UNDERSTANDING AND APPRECIATION FOR PLANTS, NATURE, AND THE IMPORTANCE OF LIVING SUSTAINABLY. IN THE COMMUNITY, THE GARDEN IS A LEADER IN EDUCATING AND ACTIVATING THE PUBLIC TO STEWARD LOCAL LANDS AND WATERS, FROM CREATING MORE BIODIVERSE HOME LANDSCAPES TO HELPING STEWARD LOCAL PARKS, TRAILS, CREEKS, STREAMS, AND OTHER GREEN SPACE IN THEIR OWN COMMUNITY. 9988701 3097762 PUBLIC PROGRAMS: 1) PUBLIC EVENTS SUCH AS THE BEST OF MISSOURI MARKET. THE BEST OF MISSOURI MARKET IS PART OF THE AMERICAN ARTS EXPERIENCE ST. LOUIS, AN ANNUAL CELEBRATION OF THE ARTS THROUGHOUT THE ST. LOUIS AREA. 2) BUTTERFLY HOUSE WAS ESTABLISHED IN 1995 TO INCREASE AWARENESS OF THE NATURAL HABITAT IN WHICH BUTTERFLIES THRIVE. 3) FACILITY RENTALS: THE MISSOURI BOTANICAL GARDEN IS AN IDEAL SETTING FOR CORPORATE EVENTS, PRIVATE PARTIES, AND WEDDINGS. THE 79 ACRES OF BEAUTIFUL HORTICULTURAL DISPLAY PROVIDES AN OASIS IN THE CITY FOR ALL GUESTS TO ENJOY. 9988701 3097762 44692400 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 1 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 205 0 540 1 0 1 FR 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X CARRIE RICHTER 3145779439 4344 SHAW BLVD ST LOUIS MO 63110 DR MICHAEL K STERN CHAIR 2.00 X X 0 0 0 WARD M KLEIN VICE CHAIR 1.50 X X 0 0 0 GABRIELA BURIAN TRUSTEE 1.00 X 0 0 0 DANIEL A BURKHARDT TRUSTEE 1.00 X 0 0 0 JIAMIN L DIERBERG TRUSTEE 1.00 X 0 0 0 LELIA J FARR TRUSTEE 1.00 X 0 0 0 JUNE MCALLISTER FOWLER TRUSTEE 1.00 X 0 0 0 KIRK A IMHOF TRUSTEE 1.00 X 0 0 0 DAVID M HOLLO TRUSTEE 1.00 X 0 0 0 DAVID W KEMPER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER A KOSTER TRUSTEE 1.00 X 0 0 0 JOHN LEMKEMEIER TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 CAROLYN W LOSOS TRUSTEE 1.00 X 0 0 0 W STEPHEN MARITZ TRUSTEE 1.00 X 0 0 0 BRIAN A MURPHY TRUSTEE 1.00 X 0 0 0 JAMES R NOWICKE TRUSTEE 1.00 X 0 0 0 NICHOLAS L REDING TRUSTEE 1.00 X 0 0 0 MICHAEL W RINEY TRUSTEE 1.00 X 0 0 0 NANCY ROSS TRUSTEE 1.00 X 0 0 0 LORI SAMUELS TRUSTEE 1.00 X 0 0 0 JOHN SAUNDERS TRUSTEE 1.00 X 0 0 0 SCOTT C SCHNUCK TRUSTEE 1.00 X 0 0 0 REX A SINQUEFIELD TRUSTEE 1.00 X 0 0 0 JOSEPH SIVEWRIGHT TRUSTEE 1.00 X 0 0 0 ANDREW C TAYLOR TRUSTEE 1.00 X 0 0 0 LISA TRULASKE TRUSTEE 1.00 X 0 0 0 ANTOINETTE COUSINS TRUSTEE 1.00 X 0 0 0 BISHOP DEON JOHNSON TRUSTEE 1.00 X 0 0 0 TISHAURA JONES TRUSTEE 1.00 X 0 0 0 DR TONI M KUTCHAN TRUSTEE 1.00 X 0 0 0 DR ANDREW MARTIN TRUSTEE 1.00 X 0 0 0 SAM PAGE TRUSTEE 1.00 X 0 0 0 DR FRED P PESTELLO TRUSTEE 1.00 X 0 0 0 DR JEFF L PITTMAN TRUSTEE 1.00 X 0 0 0 DR KRISTIN SOBOLIK TRUSTEE 1.00 X 0 0 0 DR PETER WYSE JACKSON PRESIDENT 40.00 X 429034 0 59552 KEITH ARCHER COO 40.00 X 254728 0 17575 GUNTER FISCHER VP SCIENCE & CONSERVATION 40.00 X 221079 0 12944 PATTY REARDON ARNOLD VP INSTITUTIONAL ADVANCEME 40.00 X 231930 0 20415 CHARLES MILLER VP INFO TECH & CIO 40.00 X 213612 0 18938 TERESA CLARK VP HUMAN RESOURCES 40.00 X 199912 0 11926 ANDREW WYATT VP HORTICULTURE 40.00 X 182767 0 20385 VICTORIA CAMPBELL VP VISITOR OPERATIONS 40.00 X 170587 0 16838 DENIZ PISKIN VP FACILITIES & CONSTRUCTION 40.00 X 171059 0 8456 WILLIAM DALE DIRECTOR PLANNING & SYSTEMS 40.00 X 173624 0 21195 OLGA MARTHA MONTIEL DIRECTOR CCSD 40.00 X 146725 0 15011 PETE LOWRY DIRECTOR AFICA & MADAGASCA 40.00 X 139884 0 17699 PAUL BROCKMANN VP GENERAL SERVICES 40.00 X 124127 0 7120 PAUL SMOCK SOFTWARE ARCHITECT 40.00 X 126747 0 14337 2785815 0 262391 20 0 1 0 ZENITH INSURANCE COMPANY 4415 COLLECTIONS CENTER DR CHICAGO IL 60693 INSURANCE 261894 GCI SECURITY ONE CAMPBELL PLAZA SUITE 1A SOUTH ST LOUIS MO 63139 SECURITY SERVICES 238693 AMERICAN BOILER & MECHANICAL 4950 BISCHOFF AVE ST LOUIS MO 63110 MAINTENANCE 163102 LENTS AND ASSOCIATES LLC 1750 S BRENTWOOD SUITE 552 ST LOUIS MO 63144 CONSULTING SERVICES 151860 TRUE MEDIA LLC 500 BUSINESS LOOP 70 W COLUMBIA MO 65203 CONSULTING SERVICES 138333 7 4949495 402877 2059416 32153162 1892499 39564950 ADMISSIONS 900099 8683643 8683643 OVERHEAD RECOVERY 900099 483473 483473 EDUCATION 611600 335776 335776 PUBLIC PROGRAMS 900099 246469 246469 RENTAL INCOME-GARDEN 900099 236406 236406 329899 329899 10315666 1806163 1806163 116044 0 116044 116044 116044 17638631 3000 16571821 0 1066810 3000 1069810 1069810 251655 402877 281486 -29831 -29831 3184111 1456352 1727759 1727759 RESTAURANT/CATERING 900099 538966 538966 MISCELLANEOUS 900099 212100 212100 PROPERTY MANAGMENT 900099 99164 99164 92391 92391 942621 55513182 12447080 0 3501152 X 188202 188202 634903 634903 3048204 2406552 511225 130427 20951877 16407823 3620397 923657 1115351 909054 163458 42839 2772826 2458860 231837 82129 1759085 1415436 279965 63684 87520 87520 104983 104983 78450 78450 6921476 5216766 1463578 241132 473990 6082 448981 18927 4145517 3002643 971470 171404 1604411 1433053 147766 23592 889567 859824 24257 5486 56881 16526 40352 3 171 138 32 1 5887585 5435015 394095 58475 1292403 545717 730844 15842 MISCELLANEOUS 1206646 487445 714763 4438 EXHIBITS 1044906 1034565 3100 7241 BUILDING & GROUNDS MAIN 939060 887977 41005 10078 ENTERTAINMENT 576137 82298 45427 448412 1389907 1263521 98619 27767 57170058 44692400 10202124 2275534 1955290 1912091 4985970 2480770 16582910 8932720 9149514 6808808 497565 592777 719428 1025619 242353992 98075545 139565725 144278447 129765737 168684555 35457264 16502725 351282 276992 339030685 351495504 8899887 5157928 18510 18510 1759407 2217249 10677804 7393687 X 164551185 175406621 163801696 168695196 328352881 344101817 339030685 351495504 X -1656876 17563786 -157974 X X 0 1 X 1 1 1 X 72603461 45046682 50201539 47551302 39564950 254967934 72603461 45046682 50201539 47551302 39564950 254967934 20030603 234937331 1379217 2786651 2529064 1894676 1806163 10395771 344037 -577357 430470 416476 942621 1556247 266919952 0.88020 0.87770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESTAURANT/CATERING - 2018 AMOUNT: $ 187,806. 2019 AMOUNT: $ 118,018. 2020 AMOUNT: $ 104,229. 2021 AMOUNT: $ 127,481. 2022 AMOUNT: $ 538,966. MISCELLANEOUS - 2018 AMOUNT: $ 156,231. 2019 AMOUNT: $ -750,375. 2020 AMOUNT: $ 326,241. 2021 AMOUNT: $ 288,995. 2022 AMOUNT: $ 403,655. BAD DEBT RECOVERIES - 2019 AMOUNT: $ 55,000. PART II, SECTION A: IN 2019 MISSOURI BOTANICAL GARDEN CHANGED ACCOUNTING PERIODS FROM A CALENDAR YEAR END TO A SEPTEMBER 30TH FISCAL YEAR END. PLEASE NOTE THE HEADINGS IN SCHEDULE A, PART II, SECTION A ARE AS FOLLOWS: COLUMN (A) 2018 IS FISCAL YEAR SEPTEMBER 30, 2019 COLUMN (B) 2019 IS FISCAL YEAR SEPTEMBER 30, 2020 COLUMN (C) 2020 IS FISCAL YEAR SEPTEMBER 30, 2021 COLUMN (D) 2021 IS FISCAL YEAR SEPTEMBER 30, 2022 COLUMN (E) 2022 IS FISCAL YEAR SEPTEMBER 30, 2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2941230 X X X 0 163648227 18534668 410753 181772142 195819032 243076 -28402810 4011071 163648227 159990997 2529033 36013905 2714903 195819032 153097631 2873142 7843283 3823059 159990997 137958875 2195266 15853593 2910103 153097631 0.08000 0.46000 0.46000 1 0 5333197 5333197 215103378 86623942 128479436 16514815 9388044 7126771 5402602 2063559 3339043 144278447 LIABILITY FOR GIFT ANNUITY PAYMENTS 1210524 CONTRACT LIABILITIES 1006725 2217249 X 73862571 17563786 1456352 19020138 54842433 78450 592299 670749 55513182 58410344 1911035 1911035 56499309 78450 592299 670749 57170058 PART III, LINE 1A: THE GARDEN HOLDS SCULPTURES AND OTHER ARTWORK FOR DISPLAY. THE SCULPTURES AND ARTWORK ADD TO THE EXPERIENCE OF VISITORS AND ENCOURAGES VISITS TO THE GARDEN. THE GARDEN ALSO HOLDS A BOOK COLLECTION RELATING TO BOTANICAL MATTERS. IT IS VALUABLE AS A RESEARCH RESOURCE AND IS MAINTAINED FOR FUTURE GENERATIONS. PART V, LINE 4: THE GARDEN'S ENDOWMENT CONSISTS OF 33 INDIVIDUAL CLASSIFICATIONS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE USED TO SUPPORT OPERATING EXPENSES. PART X, LINE 2: THE GARDEN FOLLOWS THE PROVISIONS OF ASC 740-10-25, INCOME TAXES, REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAVE BEEN NO INTEREST OR PENALTIES NEITHER RECOGNIZED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES NOR IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE GARDEN EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,456,352. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT EXPENSES 471,788. FUNDRAISING 120,511. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY MBG PROPERTIES, INC. 296,709. COST OF GOODS SOLD 1,456,352. CHANGE IN ANNUITY 157,974. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT EXPENSES 471,788. FUNDRAISING 120,511. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 1 PROGRAM SERVICES BOTANICAL RESEARCH 32905 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 162430 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 3 PROGRAM SERVICES BOTANICAL RESEARCH 634596 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 15 PROGRAM SERVICES BOTANICAL RESEARCH 170590 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 386 PROGRAM SERVICES BOTANICAL RESEARCH 1144423 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 1300 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 260761 0 405 0 0 0 405 2407005 0 2407005 REGISTRATION FEES SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 12 115205 WIRED FUND RESEARCH FELLOWSHIP EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 3 130630 WIRED FUND RESEARCH FELLOWSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 136717 WIRED FUND RESEARCH FELLOWSHIP SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 1300 WIRED FUND RESEARCH FELLOWSHIP SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 388 WIRED FUND RESEARCH FELLOWSHIP NORTH AMERICA 1 250000 WIRED FUND RESEARCH FELLOWSHIP CENTRAL AMERICA AND THE CARIBBEAN 1 663 WIRED FUND 0 0 0 0 0 0 PART I, LINE 2: THE GARDEN REQUIRES THAT APPLICANTS SUBMIT A PROPOSAL FOR CONSIDERATION IN THE GRANTS FELLOWSHIP PROGRAM. THE PROPOSALS MUST BE RECEIVED BY A STATED DEADLINE AND SHOULD BE SUBMITTED UTILIZING A STANDARDIZED FORMAT AVAILABLE ON THE GARDEN'S WEBSITE. IN ORDER FOR A PROPOSAL TO BE CONSIDERED IN THE COMPETITION, THE APPLICANT MUST MEET STATED CRITERIA DEFINED IN THE PROPOSAL APPLICATION FORM. THE PROPOSALS RECEIVED ARE REVIEWED BY A COMMITTEE COMPRISED OF GARDEN SCIENTISTS WHO EVALUATE THE APPLICATIONS BASED ON PREDEFINED CRITERIA. ONCE THE SELECTION IS MADE, THE APPLICANTS ARE NOTIFIED OF THEIR AWARD. EACH GRANTEE MUST SUBMIT A FINAL REPORT AT THE END OF THE FELLOWSHIP PERIOD. THE GARDEN PROVIDES ANNUAL REPORTS TO THE DONORS DESCRIBING THE ACCOMPLISHMENTS OF THE FELLOWS WHO RECEIVED THEIR SUPPORT. PART III ACCOUNTING METHOD: X X X X X X X 1 THE ROME GROUP 20 S SARAH ST ST LOUIS MO 63108 GRANTWRITING SUPPORT 0 3662700 43838 3618862 DANILLER 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 2023 MEMBERSHIP ACQUISITION CAMPAIGNS 0 286465 32121 254344 3949165 75959 3873206 IL GALA 555515 369203 186312 5457 125493 6850 98461 FEST OF ALE 42208 8000 34208 3193 500 600 1690 3 56809 25674 31135 6127 10265 4350 18500 654532 402877 251655 14777 136258 11800 118651 281486 -29831 1 SUBSISTENCE AND TRAVEL 29 188202 PART I, LINE 2: THE GARDEN REQUIRES THAT APPLICANTS SUBMIT A PROPOSAL FOR CONSIDERATION IN THE GRANTS FELLOWSHIP PROGRAM. THE PROPOSALS MUST BE RECEIVED BY A STATED DEADLINE AND SHOULD BE SUBMITTED UTILIZING A STANDARDIZED FORMAT AVAILABLE ON THE GARDEN'S WEBSITE. IN ORDER FOR A PROPOSAL TO BE CONSIDERED IN THE COMPETITION, THE APPLICANT MUST MEET STATED CRITERIA DEFINED IN THE PROPOSAL APPLICATION FORM. THE PROPOSALS RECEIVED ARE REVIEWED BY A COMMITTEE COMPRISED OF GARDEN SCIENTISTS WHO EVALUATE THE APPLICATIONS BASED ON PREDEFINED CRITERIA. ONCE THE SELECTION IS MADE, THE APPLICANTS ARE NOTIFIED OF THEIR AWARD. EACH GRANTEE MUST SUBMIT A FINAL REPORT AT THE END OF THE FELLOWSHIP PERIOD. THE GARDEN PROVIDES ANNUAL REPORTS TO THE DONORS DESCRIBING THE ACCOMPLISHMENTS OF THE FELLOWS WHO RECEIVED THEIR SUPPORT. X 0 0 0 0 0 0 0 0 0 DR PETER WYSE JACKSON PRESIDENT 419557 0 0 0 9477 0 7143 0 52409 0 488586 0 0 0 KEITH ARCHER COO 251151 0 0 0 3577 0 6643 0 10932 0 272303 0 0 0 GUNTER FISCHER VP SCIENCE & CONSERVATION 219958 0 0 0 1121 0 4819 0 8125 0 234023 0 0 0 PATTY REARDON ARNOLD VP INSTITUTIONAL ADVANCEME 224522 0 0 0 7408 0 13795 0 6620 0 252345 0 0 0 CHARLES MILLER VP INFO TECH & CIO 206997 0 0 0 6615 0 12663 0 6275 0 232550 0 0 0 TERESA CLARK VP HUMAN RESOURCES 197175 0 0 0 2737 0 11831 0 95 0 211838 0 0 0 ANDREW WYATT VP HORTICULTURE 181266 0 0 0 1501 0 11387 0 8998 0 203152 0 0 0 VICTORIA CAMPBELL VP VISITOR OPERATIONS 165324 0 0 0 5263 0 10247 0 6591 0 187425 0 0 0 DENIZ PISKIN VP FACILITIES & CONSTRUCTION 169417 0 0 0 1642 0 8374 0 82 0 179515 0 0 0 WILLIAM DALE DIRECTOR PLANNING & SYSTEMS 168034 0 0 0 5590 0 10797 0 10398 0 194819 0 0 0 OLGA MARTHA MONTIEL DIRECTOR CCSD 142617 0 0 0 4108 0 8669 0 6342 0 161736 0 0 0 PETE LOWRY DIRECTOR AFICA & MADAGASCA 136449 0 0 0 3435 0 8410 0 9289 0 157583 0 0 0 X 130708 EST FAIR MARKET VALUE X 45 1667245 STOCK QUOTE X SUPPLIES 124 94546 EST FAIR MARKET VALU 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY GARDEN MANAGEMENT PRIOR TO THE PRESENTATION TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. A COPY OF THE RETURN WAS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ASSIST THE GARDEN IN IDENTIFYING POTENTIALLY COVERED TRANSACTIONS, EACH OFFICER AND DIVISION HEAD ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE GARDEN, AND SHALL UPDATE SUCH QUESTIONNAIRE AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED COVERED TRANSACTION, HE OR SHE HAS A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION TO THE GARDEN'S DESIGNATED PERSON IN WRITING. INITIALLY, THE DESIGNATED PERSON SHALL BE THE VICE PRESIDENT OF HUMAN RESOURCES UNLESS THE COVERED PERSON IS THE VICE PRESIDENT OF HUMAN RESOURCES IN WHICH CASE THE DESIGNATED PERSON SHALL BE THE CHAIR OF THE AUDIT COMMITTEE; ALL DISCLOSURES TO THE VICE PRESIDENT OF HUMAN RESOURCES SHALL BE PROMPTLY FORWARDED TO THE CHAIR OF THE AUDIT COMMITTEE. (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE GARDEN TO ENTER INTO THE COVERED TRANSACTION; AND (C) PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION EXCEPT TO ANSWER QUESTIONS, FROM THE VICE PRESIDENT OF HUMAN RESOURCES OR THE CHAIR OF THE AUDIT COMMITTEE OR OF THE BOARD OF TRUSTEES, INCLUDING DISCUSSIONS AND DECISIONS ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT TRUSTEE COMPENSATION COMMITTEE, IN CONSULTATION WITH THE ORGANIZATION'S LEGAL COUNSEL, REVIEWS THE PRESIDENT'S PERFORMANCE AND SETS HIS COMPENSATION. THE PRESIDENT, IN CONSULTATION WITH THE VICE PRESIDENT OF HUMAN RESOURCES, REVIEWS PERFORMANCE AND SETS COMPENSATION FOR KEY EMPLOYEES IDENTIFIED IN PART VII OF THIS FORM 990, WHICH IS ALSO REVIEWED BY AN INDEPENDENT TRUSTEE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT INCLUDING THE FINANCIAL STATEMENTS, THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 694,093. MANAGEMENT AND GENERAL EXPENSES 646,941. FUNDRAISING EXPENSES 144,954. TOTAL EXPENSES 1,485,988. NON-PAYROLL: PROGRAM SERVICE EXPENSES 2,319,899. MANAGEMENT AND GENERAL EXPENSES 442,014. FUNDRAISING EXPENSES 3,403. TOTAL EXPENSES 2,765,316. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 1,149,687. MANAGEMENT AND GENERAL EXPENSES 253,058. FUNDRAISING EXPENSES 92,775. TOTAL EXPENSES 1,495,520. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 41,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,005. OTHER: PROGRAM SERVICE EXPENSES 1,012,082. MANAGEMENT AND GENERAL EXPENSES 121,565. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,133,647. FORM 990, PART XI, LINE 9: CHANGE IN ANNUITY -157,974. FORM 990, PART XII, LINE 2C: NO CHANGE TO PROCESS. MBG PROPERTIES INC 4344 SHAW BOULEVARD ST LOUIS MO 63110 431772034 PURCHASE/MAINTENANCE OF PROPERTIES MO 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MBG PROPERTIES INC L 99164 FAIR MARKET VALUE