2024-11-13T14:02:38-08:00 2023-12-31 752593210 Sutton Frost Cary LLP 200 E Front St Suite 200 Arlington TX 76011 990 2023-01-01 237375815 DALLAS ARBORETUM AND BOTANICAL SOCIETY INC DALL 2145156555 8617 GARLAND RD DALLAS TX 75218 GARY DOUBRAVA CFO 2024-11-13 true true Carroll Elizabeth Arnott P01965628 8176498083 2023 2024-10-15 13:58:12Z SABINA CARR 34479431 false X WWW.DALLASARBORETUM.ORG X 1974 TX BOTANIC GARDEN AND ARBORETUM WHICH PROMOTES THE ART, ENJOYMENT, AND KNOWLEDGE OF HORTICULTURE, WHILE PROVIDING OPPORTUNITIES FOR EDUCATION AND RESEARCH. 70 70 410 3456 92101 169022 14127335 13855789 11132722 13843695 24015 236463 1160339 -110287 26444411 27825660 0 0 9120853 10189962 0 3561719 17953218 17934550 27074071 28124512 -629660 -298852 114980746 120430115 25310630 24482470 89670116 95947645 BOTANIC GARDEN AND ARBORETUM WHICH PROMOTES THE ART, ENJOYMENT, AND KNOWLEDGE OF HORTICULTURE, WHILE PROVIDING OPPORTUNITIES FOR EDUCATION AND RESEARCH. false false 19492819 14028816 OPERATED A BOTANICAL GARDEN OPEN TO THE GENERAL PUBLIC. PROVIDED OPPORTUNITY FOR THE PUBLIC TO VIEW AND TO LEARN ABOUT A WIDE VARIETY OF FLOWERS, WOODY PLANTS, ORNAMENTAL SHRUBS AND TREES. ATTENDANCE DURING 2023 WAS APPROXIMATELY 1,020,000 VISITORS. 2106684 778978 EDUCATED AND STIMULATED THE PUBLIC'S INTEREST REGARDING ART, HORTICULTURE, AND EARTH AND LIFE SCIENCES. THIS WAS ACHIEVED THROUGH DISPLAYS, LECTURES, WORKSHOPS, AND INTERACTIVE ACTIVITIES AVAILABLE THROUGH PUBLIC PROGRAMMING AND CHILD EDUCATION PROGRAMS OF WHICH MANY OF THE CHILDREN SERVED ARE UNDERPRIVILIGED. 21599503 true true false false false false false false false true true false false true false true true false false false false false false false true false false false false true true false false false false false false false false false false true false false false false true false false false true 215 0 true 410 true true true false false false false true true false 0 false false false false false false false X 70 70 false false false false true true false true true false false true true true true true true true true false X X X GARY DOUBRAVA 2145156555 8617 GARLAND RD DALLAS TX 75218 MARY BRINEGAR-THRU 124 President & CEO 39.00 1.00 X 479078 0 32373 SHAWN JACKSON COO 40.00 0.00 X 245478 0 8891 REBECCA BILLINGS-THRU 524 CFO 39.00 1.00 X 214937 0 15123 ELIZABETH CAMP VP DEVELOPMENT 40.00 0.00 178390 0 14967 SUSAN SANDERS CONTROLLER 40.00 0.00 148052 0 32372 TERRY LENDECKER VP ADVERTISING 40.00 0.00 162305 0 15123 MIKE HUNTER VP FACILITY OPS 40.00 0.00 143927 0 28918 DAVID FOREHAND VP GARDENS 40.00 0.00 148093 0 23772 SABINA CARR-FROM 1123 President & CEO 40.00 0.00 X 64947 0 229 BILL MALONEY-from 1223-424 INTERIM CFO 40.00 0.00 X 15605 0 108 HOLLY BISHOP Director 1.00 0.00 X 0 0 0 MONICA LIRA BRAVO Director 1.00 0.00 X 0 0 0 BUNKER CURNES Director 1.00 0.00 X 0 0 0 CHERRISE CEDERQUIST Director 1.00 0.00 X 0 0 0 MIKE ANGLIN Director 1.00 0.00 X 0 0 0 GILBERT ARANZA Director 1.00 0.00 X 0 0 0 STEVE BAKER Director 1.00 0.00 X 0 0 0 PETER DAUTERMAN Director 1.00 0.00 X 0 0 0 CRYSTAL ALEXANDER Director 1.00 0.00 X 0 0 0 TUCKER ENTHOVEN Director 1.00 0.00 X 0 0 0 NAN ARNOLD Director 1.00 0.00 X 0 0 0 DERWIN BROUGHTON Director 1.00 0.00 X 0 0 0 CAROL GOGLIA Director 1.00 0.00 X 0 0 0 TATIANA HIGDON-ESTES Director 1.00 0.00 X 0 0 0 ANTHONY BERKEMEYER Director 1.00 0.00 X 0 0 0 KATHY GUDMUNDSSON Director 1.00 0.00 X 0 0 0 JANE HAMILTON Director 1.00 1.00 X 0 0 0 KAMA KOUDELKA Director 1.00 0.00 X 0 0 0 ANJULIE PONCE Director 1.00 0.00 X 0 0 0 JIM RYAN IMM PAST CHAIR 1.00 0.00 X X 0 0 0 AMANDA HILL Director 1.00 0.00 X 0 0 0 HENRY EXALL Director 1.00 0.00 X 0 0 0 DUNCAN FULTON Director 1.00 0.00 X 0 0 0 MICHAEL HOLMES Director 1.00 0.00 X 0 0 0 TERRENCE MAIDEN Director 1.00 0.00 X 0 0 0 GAIL MCCRORY Director 1.00 0.00 X 0 0 0 STEVE MOORE Director 1.00 0.00 X 0 0 0 MARISSA HORNE Director 1.00 0.00 X 0 0 0 MARGOT MURPHY Director 1.00 0.00 X 0 0 0 BEVERLY MORRISON Director 1.00 0.00 X 0 0 0 MARGARET BLACK Director 1.00 0.00 X 0 0 0 ERIC PAULSON Director 1.00 0.00 X 0 0 0 DOUG SMELLAGE Director 1.00 0.00 X 0 0 0 JOE LAAKMAN Director 1.00 0.00 X 0 0 0 WADE RUGENSTEIN Director 1.00 0.00 X 0 0 0 MARIA GOMEZ Director 1.00 0.00 X 0 0 0 ANDRES RUZO Director 1.00 0.00 X 0 0 0 DAVID SASSANO Director 1.00 0.00 X 0 0 0 JANET JACK Director 1.00 0.00 X 0 0 0 AMANDA MORENO LAKE Director 1.00 0.00 X 0 0 0 MARYBETH SHAPIRO Director 1.00 0.00 X 0 0 0 HUDSON MARSHALL Director 1.00 0.00 X 0 0 0 CHARLIE SHUFELDT Director 1.00 0.00 X 0 0 0 PATTY DEDMAN NAIL Director 1.00 0.00 X 0 0 0 PRESTON MCAFEE Director 1.00 0.00 X 0 0 0 SCOTT TRAPP Director 1.00 0.00 X 0 0 0 JOAN WALNE PAST CHAIRMAN 1.00 0.00 X 0 0 0 SHARON LYLE Director 1.00 0.00 X 0 0 0 LUIS SPINOLA Director 1.00 0.00 X 0 0 0 PIERCE NOBLE Director 1.00 0.00 X 0 0 0 ROBIN NORCROSS Director 1.00 0.00 X 0 0 0 SHELLEY POTTER Director 1.00 0.00 X 0 0 0 ANDREA RUSSELL Director 1.00 0.00 X 0 0 0 REGINA MONTOYA VICE CHAIR 1.00 0.00 X X 0 0 0 MARIO QUINTANILLA Director 1.00 0.00 X 0 0 0 LINDA TODD Director 1.00 0.00 X 0 0 0 MAURICE WEST Director 1.00 0.00 X 0 0 0 DOUG SMITH FINANCE CHAIR 1.00 0.00 X X 0 0 0 WILLiam MCDANIEL CHAIR 1.00 0.00 X X 0 0 0 MARK OVERTON Director 1.00 0.00 X 0 0 0 CELIA WALKER Secretary 1.00 0.00 X X 0 0 0 ED PERRIN Director 1.00 0.00 X 0 0 0 MARILYN WEBER Director 1.00 0.00 X 0 0 0 BRANDON WHITE Director 1.00 0.00 X 0 0 0 MARY PERROTTA Director 1.00 0.00 X 0 0 0 RUTHIE PACK Director 1.00 0.00 X 0 0 0 KIM SINGLETON Director 1.00 0.00 X 0 0 0 GLORIA TARPLEY Director 1.00 0.00 X 0 0 0 JASON TREADWAY Director 1.00 0.00 X 0 0 0 ZAPHREY L WILLIAMS Director 1.00 0.00 X 0 0 0 GARY DOUBRAVA-FROM 424 CFO 40.00 0.00 X 0 0 0 1800812 171876 8 false true false INNOVATIVE SOLUTIONS ADVISORS DBA STADIUM PEO 4455 LBJ FREEWAY STE 1080 DALLAS TX 75244 STAFFING 654423 STERLING PERSONNEL 4455 LBJ FREEWAY 1080 DALLAS TX 75244 STAFFING 1633398 THE BRANDT COMPANIES 1001 NE LOOOP 820 FORT WORTH TX 76131 CONSTRUCTION 2276496 C SCENIC LLC 5139 SHAP ST DALLAS TX 75247 CONSTRUCTION 531196 GILS ELEGANT CATERING INC 1001 MACARTHUR BLVD GRAND PRAIRIE TX 75050 CATERING 1002744 37 6536982 558879 377416 424393 5958119 180155 13855789 ADMISSIONS AND PARKING 900099 11854563 11854563 EDUCATION PROGRAM 900099 778978 778978 GROUP SALES 900099 938324 912042 26282 SPECIAL EVENTS 900099 271830 271830 13843695 236905 236905 0 0 2571044 770115 2771248 981346 -200204 -211231 -411435 -211231 -200204 357030 357472 -442 -442 -442 55535 558879 225669 -170134 -170134 0 1235929 2318036 -1082107 -1039134 -42973 MISCELLANEOUS 900099 1553389 1233366 320023 1553389 27825660 14011645 92101 -133875 X 0 0 0 0 1076770 430708 430708 215354 0 7798947 5599120 1059633 1140194 119946 89495 15036 15415 531865 381622 74352 75891 662434 460905 105188 96341 0 16556 14327 854 1375 79915 69354 4046 6515 0 0 725 725 4270270 3717845 228084 324341 566465 51311 2756 512398 484025 354803 41506 87716 0 0 155242 155242 527357 211393 37221 278743 0 0 681514 244310 384138 53066 0 4906010 4863210 9173 33627 354780 126035 200981 27764 GARDEN MAINT. & SUPPLIES 2679845 2219230 79192 381423 EQUIPMENT RENTAL AND REPAIR 825184 676813 36448 111923 MISCELLANEOUS 819376 615139 172826 31411 EVENTS 552965 551660 1305 1014321 766981 79118 168222 28124512 21599503 2963290 3561719 14630888 16394964 0 929893 383025 892315 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99062088 56022775 43039313 80470284 BEN. INTEREST IN ASSETS HELD BY FOUND. 21713809 21713809 X 41583053 10816 885438 12861864 13758118 27824935 725 725 27825660 34519258 885438 5510033 6395471 28123787 725 725 28124512 Part V, Line 4: Intended uses of the endowment fund. To provide maintenance for the gardens. Part X : FIN48 Footnote The Arboretum is exempt from federal income taxes under Section 509(a) of the Internal Revenue Code (IRC) as an organization described in IRC Section 501(c)(3). Accordingly, no provision for income taxes has been made related to the Arboretum. However, should the Arboretum engage in activities unrelated to the purpose for which it was created, taxable income could result. The Arboretum has not incurred any material federal income tax for the year ended December 31, 2023.GAAP requires the evaluation of tax positions taken in the course of preparing the Organizations tax returns and recognition of a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Organization, and has concluded that as of December 31, 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Cost of goods sold $1531770 Rental Expenses $3752594 SPECIAL EVENTS-DIRECT COSTS $225669 SALES TAX EXPENSE $786266 CHANGE IN BENEFICIAL INTEREST $6565565 Part XII, Line 2d: Other expenses and losses per audited F/S Cost of goods sold $1531770 Rental expenses $3752594 SPECIAL EVENTS-DIRECT COSTS $225669 false GREAT CONTRIBUTORS GALA 389720 340347 49373 20141 49373 1950 12131 TOUR DES FLEURS 224694 218532 6162 9907 6162 126005 614414 558879 55535 30048 55535 1950 138136 225669 -170134 X X X X X false false false false false false false false false DAVID FOREHAND VP GARDENS 148093 6380 17392 171865 ELIZABETH CAMP VP DEVELOPMENT 178390 14967 193357 MARY BRINEGAR-THRU 124 President & CEO 479078 5071 27302 511451 MIKE HUNTER VP FACILITY OPS 143927 28918 172845 REBECCA BILLINGS-THRU 524 CFO 214937 4809 10314 230060 SHAWN JACKSON COO 220478 25000 8891 254369 SUSAN SANDERS CONTROLLER 148052 5071 27301 180424 TERRY LENDECKER VP ADVERTISING 162305 4809 10314 177428 A RED RIV CUL EDU FACI CORP 000000000 2015-07-29 34000000 REFINANCE DEBT, FUND ISS COST false false false A 14316021 34000000 174461 33825539 2015 true false true true A false false false false false false A false true false false false false false false X 69 81510 FMV X SUPPLIES 3 98645 FMV false false false Form 990, Part VI, Section A, Line 6 A person shall become a voting Member of the Society by making a grant or donation to the Society in such amount as may from time to time be determined by the Board of Directors. The duration of each membership in the Society shall be one year commencing as of the date of the Society's receipt and acceptance of the prescribed payment or donation. The Members shall be entitled to one vote on each matter submitted to the vote of the Members, and as expressly authorized by these Bylaws or by resolution of the Board of Directors. Specifically, the Members shall have the right: (a)To vote with respect to the election of directors in accordance with the procedures established from time to time by the Board of Directors and the Nominating Committee, AND (b) To nominate candidates with respect to the election of directors at any meeting of Members specifically called for such purpose, provided: (i)each such nomination is made by at least ten percent of all Members of the Society (who are in good standing at the time notice of such meeting is given) by means of written statement setting forth the name of each nominee and signed by all such Members, with such written statement having been delivered to the President or Secretary of the Society at least five days prior to the date of such meeting; and (ii)each such nominee is present in person at such meeting and declares his or her willingness to serve as a director. Cumulative voting by Members is hereby expressly prohibited at any annual or special meeting of Members and in all instances. Form 990, Part VI, Section B, Line 11b FORM 990 IS PREPARED BY SUTTON FROST CARY LLP, WITH INPUT FROM AND CONSULTATIONS WITH THE MANAGEMENT OF THE ARBORETUM. THE FINAL RETURN IS REVIEWED AND APPROVED BY THE ARBORETUM'S VICE PRESIDENT OF FINANCE PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c PERSONS COVERED BY THE ARBORETUM'S CONFLICT OF INTEREST POLICY WILL DISCLOSE TO THE CHAIRMAN OF THE BOARD OF DIRECTORS THEIR INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST SUCH AS TRANSACTIONS OR AFFILIATIONS WITH BUSINESS AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS WHEN THEY BECOME AWARE OF A POTENTIAL CONFLICT OF INTEREST. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO (A) TAKE NO ACTION, (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY, (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OF DECISIONS WITHIN THE BOARD, OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION, OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ARBORETUM'S REMOVAL PROCEDURES. THE ARBORETUM'S PRESIDENT WILL MONITOR PROPOSALS OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. Form 990, Part VI, Section B, Line 15a COMPENSATION FOR THE PRESIDENT IS OUTLINED IN AN EMPLOYMENT CONTRACT WHICH IS NEGOTIATED AND APPROVED BY THE CHAIRMAN OF THE BOARD, EXECUTIVE COMPENSATION COMMITTEE, AND COMPANY COUNSEL AS NECESSARY. ALL OTHER KEY EMPLOYEE COMPENSATION IS PROPOSED BY THE PRESIDENT AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF THE CHAIRMAN OF THE BOARD, BOARD TREASURER, AND VICE CHAIRMAN TO BE INCLUDED IN THE PROPOSED ANNUAL BUDGET.THE ANNUAL BUDGET IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.THE LAST REVIEW WAS PERFORMED AS OF DECEMBER 2020. Form 990, Part VI, Section C, Line 19 Available upon request Form 990, Part XI, Line 9 CHANGE IN BENEFICIAL INTERST IN ASSETS HELD BY FOUNDATION = $6565565 FORM 990, PART VIII INCOME FROM FUNDRAISING EVENTS The net economic benefit from our fundraising event is calculated as follows:Contributions from fundraising event reported on Part VIII, line 1c $ 558,879Gross income from fundraising event reported on Part VIII, line 8a 55,536Less: Direct costs of event reported on part VIII, Line 8b (225,670) Net economic benefit of fundraising event $ 388,745 DALLAS ARBORETUM FOUNDATION 8617 GARLAND ROAD DALLAS TX 75218 822625052 SUPPORT THE DALLAS ARBORETUM TX 501(C)(3) 12(A) N/A false THE WOMENS COUNCIL OF THE DALLAS ARBORE 565 LONE RIDER CT ROCKWALL TX 75087 752243795 support the dallas arboretum TX 501(c)(3) 7 N/A false false false true false false false false false false false false false true true true false false false false DALLAS ARBORETUM FOUNDATION c 377416 CASH RECEIVED