BARTLETT ARBORETUM ASSOCIATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARTLETT ARBORETUM ASSOCIATION INC (EIN 06-6079591)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349302442
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:40:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060881630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN BRUNT DUBIAGO & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069055534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066079591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT ARBORETUM ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 2033226971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 BROOKDALE ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY KAY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2038834052 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | KAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM W WILSON | PreparerPersonNm |
| PTIN | P00633954 | PTIN |
| Phone | 2033590700 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACY KAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 BROOKDALE ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,591,564 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARTLETTARBORETUM.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE AND DEVELOP A DIVERSE COLLECTION OF TREES, GARDENS, AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $843,996 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,041,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $149,728 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,532 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,921 | CYInvestmentIncomeAmt |
| PY Other Revenue | $205,684 | PYOtherRevenueAmt |
| CY Other Revenue | $201,773 | CYOtherRevenueAmt |
| PY Total Revenue | $1,162,278 | PYTotalRevenueAmt |
| CY Total Revenue | $1,396,700 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $555,189 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $633,756 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $676,029 | PYOtherExpensesAmt |
| CY Other Expenses | $559,502 | CYOtherExpensesAmt |
| PY Total Expenses | $1,231,218 | PYTotalExpensesAmt |
| CY Total Expenses | $1,193,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$68,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $203,442 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,480,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,470,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $413,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,111 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,067,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,229,438 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CULTIVATE AND DEVELOP A DIVERSE COLLECTION OF TREES, GARDENS, AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $873,844 | ExpenseAmt |
| Revenue | $149,728 | RevenueAmt |
| Desc | THE ORGANIZATION OFFERS A WIDE RANGE OF EDUCATIONAL PROGRAMS, INCLUDING LECTURES, WORKSHOPS, TRIPS AND TOURS ON GARDENING , HORTICULTURE, BOTANY, AND CRAFTS.THE ASSOCIATION IS PRESERVING A 93-ACRE SANCTUARY OF SOUTHWEST NEW ENGLAND NATURAL ECOSYSTEMS FOR GENERATIONS TO EXPLORE AND ENJOY AND IT IS MAINTAINING A DIVERSE COLLECTION OF TREES, GARDENS AND PLANTS THAT CELEBRATE BIODIVERSITY AND REFLECT THE ECOLOGY AND CHARACTER OF THE REGION. | Desc |
| Total Program Service Expenses | $873,844 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICK ATTARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033226971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 BROOKDALE ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LINDA ALBANESE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BORBA | ||||||
| CO-VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PETER RUSSELL | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADAM NOREN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH SHEMITZ | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LISA SILVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA SWEENEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NICK ATTARD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRANDON BOGARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT CONLEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES RUBINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY SKIGEN | ||||||
| CO-VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANE CARLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN DIMATTIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIA WELLS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEE ANN FERNANDEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VARAMO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES DEPONTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA MANIFOLD DOUGHERTY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH KAGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MADEIRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAGJIWAN SINGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| POLLY O'BRIEN | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY KLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY KAY | ||||||
| CEO | 40.00 | $134,471 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $134,471 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $41,924 | MembershipDuesAmt |
| Government Grants | $475,834 | GovernmentGrantsAmt |
| All Other Contributions | $523,520 | AllOtherContributionsAmt |
| Total Contributions | $1,041,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM & EDUCATION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $149,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,728 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $149,728 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,788 | TotalRevenueColumnAmt |
| Exclusion | $5,788 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,113 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,113 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,113 | TotalRevenueColumnAmt |
| Exclusion | $26,113 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,261 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89,128 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,867 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,867 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $223,823 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $105,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,087 | TotalRevenueColumnAmt |
| Exclusion | $118,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,869 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,869 | TotalRevenueColumnAmt |
| Exclusion | $2,869 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $54,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,704 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,396,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,565 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,857 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,471 | TotalAmt |
| Program Services | $94,131 | ProgramServicesAmt |
| Management And General | $20,170 | ManagementAndGeneralAmt |
| Fundraising | $20,170 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,545 | TotalAmt |
| Program Services | $362,502 | ProgramServicesAmt |
| Management And General | $34,452 | ManagementAndGeneralAmt |
| Fundraising | $46,591 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,740 | TotalAmt |
| Program Services | $44,034 | ProgramServicesAmt |
| Management And General | $5,268 | ManagementAndGeneralAmt |
| Fundraising | $6,438 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,208 | TotalAmt |
| Management And General | $3,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,300 | TotalAmt |
| Management And General | $31,300 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,461 | TotalAmt |
| Management And General | $27,461 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,833 | TotalAmt |
| Program Services | $148,706 | ProgramServicesAmt |
| Management And General | $37,127 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,812 | TotalAmt |
| Program Services | $26,718 | ProgramServicesAmt |
| Management And General | $10,094 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UTILITIES | $88,468 | $61,695 | $26,773 |
| SUPPLIES & GROUND MAINT | $72,232 | $52,270 | $19,962 |
| FACILITIES MAINTENANCE | $39,214 | $39,214 | |
| EDUCATION | $28,159 | $28,159 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,815 | TotalAmt |
| Program Services | $16,415 | ProgramServicesAmt |
| Management And General | $3,115 | ManagementAndGeneralAmt |
| Fundraising | $27,285 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,258 | TotalAmt |
| Program Services | $873,844 | ProgramServicesAmt |
| Management And General | $218,930 | ManagementAndGeneralAmt |
| Fundraising | $100,484 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,472 | BOYAmt |
| EOY | $1,235,279 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,660 | BOYAmt |
| EOY | $42,717 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,567 | BOYAmt |
| EOY | $9,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,556,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,642,466 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,074,906 | BOYAmt |
| EOY | $914,223 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,571 | BOYAmt |
| EOY | $268,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,773 | BOYAmt |
| EOY | $2,470,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,031 | BOYAmt |
| EOY | $37,874 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,506 | BOYAmt |
| EOY | $203,237 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,537 | BOYAmt |
| EOY | $241,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,785 | BOYAmt |
| EOY | $1,505,483 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,451 | BOYAmt |
| EOY | $723,955 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,067,236 | BOYAmt |
| EOY | $2,229,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,480,773 | BOYAmt |
| EOY | $2,470,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $203,442 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$41,240 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $569,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,139,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $873,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $894,445 | CurrentTaxYearAmt |
| Total | $4,251,687 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $569,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,139,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $873,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $894,445 | CurrentTaxYearAmt |
| Total | $4,251,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $484,232 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,767,455 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,788 | CurrentTaxYearAmt |
| Total | $11,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,263,239 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,605 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $529,451 | BeginningYearBalanceAmt |
| Contributions | $242,500 | ContributionsAmt |
| Other Expenditures | $47,996 | OtherExpendituresAmt |
| End Year Balance | $723,955 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $566,848 | BeginningYearBalanceAmt |
| Contributions | $56,946 | ContributionsAmt |
| Other Expenditures | $94,343 | OtherExpendituresAmt |
| End Year Balance | $529,451 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $389,153 | BeginningYearBalanceAmt |
| Contributions | $28,223 | ContributionsAmt |
| Grants Or Scholarships | $250,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $100,528 | OtherExpendituresAmt |
| End Year Balance | $566,848 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,690 | BeginningYearBalanceAmt |
| Contributions | $167,018 | ContributionsAmt |
| Investment Earnings Or Losses | $6 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $38,861 | OtherExpendituresAmt |
| End Year Balance | $389,153 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,702 | BeginningYearBalanceAmt |
| Contributions | $12,478 | ContributionsAmt |
| Investment Earnings Or Losses | $4 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,494 | OtherExpendituresAmt |
| End Year Balance | $260,690 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $150,000 | OtherCostOrOtherBasisAmt |
| Book Value | $150,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,406,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,642,466 | DepreciationAmt |
| Book Value | $764,223 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $914,223 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $268,492 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $268,492 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED REVENUE -OTHER | $53,237 |
| SBA LOAN PAYABLE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $203,237 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,352,252 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$41,240 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$41,240 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,393,492 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,208 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,208 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,396,700 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,190,050 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,190,050 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,208 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,208 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,193,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS CONSIST OF NET ASSETS WHOSE USE IS LIMITED BY DONOR-IMPOSED STIPULATIONS THAT NEITHER EXPIRE BY PASSAGE OF TIME NOR CAN BE FULFILLED OR OTHERWISE REMOVED BY ACTIONS OF THE ASSOCIATION. PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ENDOWMENT FUNDS, WHEREBY THE DONOR HAS STIPULATED THAT THE PRINCIPAL AMOUNT BE MAINTAINED INTACT IN PERPETUITY AND THAT ONLY THE INCOME FROM INVESTMENT THEREOF BE EXPENDED FOR PURPOSES SPECIFIED BY THE DONOR. |
| PART X, LINE 2: | BARTLETT ARBORETUM ASSOCIATION, INC. ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $167,588 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $167,588 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $69,145 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $56,235 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $56,235 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $36,591 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $223,823 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $223,823 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $105,736 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $118,087 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS A BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD OF DIRECTORS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF FORM 990 WAS PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE IT WAS FILED |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF DIRECTORS REVIEWS ALL BUSINESS TRANSACTIONS IN THE INTEREST OF AVOIDING SELF DEALING, PERSONAL BENEFIT, AND ANY OTHER FORM OF ACTUAL OR APPARENT CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION POLICY THE CEO OF THE BARTLETT ARBORETUM & GARDENS ("BARTLETT") IS THE PRINCIPAL REPRESENTATIVE OF THE ORGANIZATION, AND THE PERSON RESPONSIBLE FOR ITS EFFICIENT OPERATION. THEREFORE, IT IS THE DESIRE OF THE BAG TO PROVIDE A FAIR YET REASONABLE AND NOT EXCESSIVE COMPENSATION FOR THE CEO (AND ANY OTHER HIGHLY COMPENSATED EMPLOYEES AND CONSULTANTS). THE ANNUAL PROCESS FOR DETERMINING COMPENSATION IS AS FOLLOWS: THE BARTLETT BOARD SHALL ANNUALLY EVALUATE THE CEO ON HIS/HER PERFORMANCE AND ASK FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE. BOARD APPROVAL. THE HUMAN RESOURCE COMMITTEE WILL OBTAIN RESEARCH AND INFORMATION TO EVALUATE THE CEO'S COMPENSATION AND MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE CEO (AND OTHER HIGHLY COMPENSATED EMPLOYEES OR CONSULTANTS) BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE HUMAN RESOURCES COMMITTEE WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. CONCURRENT DOCUMENTATION. TO APPROVE THE COMPENSATION FOR THE CEO (AND OTHER HIGHLY COMPENSATED EMPLOYEES AND CONSULTANTS) THE BOARD WILL DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. DOCUMENTATION WILL INCLUDE: A) A DESCRIPTION OF THE COMPENSATION AND BENEFITS AND THE DATE IT WAS APPROVED; B) THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSION ABOUT COMPENSATION AND BENEFITS, AND THE RESULTS OF THE VOTE; C) A DESCRIPTION OF THE COMPARABILITY DATA RELIED UPON AND HOW THE DATA WAS OBTAINED; AND D) ANY ACTIONS TAKEN (SUCH AS ABSTAINING FROM DISCUSSION AND VOTE) WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY ANYONE WHO IS OTHERWISE A MEMBER OF THE BOARD BUT WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION AND BENEFITS. INDEPENDENCE IN SETTING COMPENSATION. THE CHAIR OF THE BOARD OF DIRECTORS AND MEMBERS OF THE HUMAN RESOURCES COMMITTEE, WHO ARE VOLUNTEERS AND NOT COMPENSATED BY THE BARTLETT, WILL OPERATE INDEPENDENTLY WITHOUT UNDUE INFLUENCE FROM THE CEO. NO MEMBER OF THE HUMAN RESOURCES COMMITTEE WILL BE A STAFF MEMBER, THE RELATIVE OF A STAFF MEMBER, OR HAVE ANY RELATIONSHIP WITH STAFF THAT COULD PRESENT A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
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