HOLDEN ARBORETUM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOLDEN ARBORETUM (EIN 34-0750346)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202322269349301192
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T14:37:04-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340750346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLDEN ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLD | BusinessNameControlTxt |
| Phone | 4409464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN HEFLIN | PersonNm |
| Person Title | INTERIM CO-PRESIDENT & CEO AND CFO | PersonTitleTxt |
| Phone | 4409464400 | PhoneNum |
| Signature | 2023-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | HEFLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDEN FORESTS & GARDENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN HEFLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,907,966 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLDENARB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 650 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,762,100 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,516,818 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $701,592 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $744,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,181,255 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,923,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $176,079 | PYOtherRevenueAmt |
| CY Other Revenue | $311,768 | CYOtherRevenueAmt |
| PY Total Revenue | $10,821,026 | PYTotalRevenueAmt |
| CY Total Revenue | $11,496,922 | 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 | $4,940,973 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,585,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,494 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $347,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,059,953 | PYOtherExpensesAmt |
| CY Other Expenses | $3,993,999 | CYOtherExpensesAmt |
| PY Total Expenses | $8,000,926 | PYTotalExpensesAmt |
| CY Total Expenses | $9,627,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,820,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,869,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $193,917,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,991,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,081,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $937,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $192,835,912 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $165,053,980 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HOLDEN ARBORETUM CONNECTS PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,982,146 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $754,759 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE HOLDEN ARBORETUM IS A 3,500-ACRE OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION. IN ADDITION, THE ARBORETUM HAS APPROXIMATELY 1,700 ACRES IN CONSERVATION EASEMENTS AND 29 ACRES AT THE LEACH RESEARCH STATION IN MADISON, OH. THE HOLDEN ARBORETUM IS INTEGRATED WITH THE CLEVELAND BOTANICAL GARDEN AS HOLDEN FORESTS & GARDENS ("HF&G"). THE CLEVELAND BOTANICAL GARDEN IS AN URBAN BOTANICAL GARDEN LOCATED 25 MILES FROM HOLDEN ARBORETUM IN THE CITY OF CLEVELAND. TOGETHER, THE INSTITUTIONS ARE ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS AND REPRESENT ONE OF THE LARGEST PUBLIC GARDENS IN THE COUNTRY. THE MISSION OF THE TWO ORGANIZATIONS IS TO CONNECT PEOPLE WITH THE WONDER, BEAUTY, AND VALUE OF TREES AND PLANTS, TO INSPIRE ACTION FOR HEALTHY COMMUNITIES. THE HOLDEN ARBORETUM FULFILS THIS MISSION THROUGH CORE PROGRAMMING THAT FOCUSES ON SCIENCE AND CONSERVATION, HORTICULTURE AND CURATION, EDUCATION, EXHIBITIONS AND EVENTS, AND COMMUNITY OUTREACH. IN FISCAL YEAR 2022 ENDING SEPTEMBER 30, 2022 (FY22), HF&G CONTINUED ITS RECOVERY FROM THE DOWNTURN CREATED BY THE COVID-19 PANDEMIC. FAVORITE EVENTS RETURNED, AND NEW PROGRAMS DREW MORE VISITORS AND MEMBERS. HF&G ALSO APPROVED A COMPREHENSIVE SITE PLAN THAT WILL ENSURE BOTH CAMPUSES ARE WELCOMING, YEAR-ROUND DESTINATIONS FOR ALL GUESTS THAT MODEL AND CATALYZE ENVIRONMENTAL STEWARDSHIP. SCIENTIFIC RESEARCH: THE RESEARCH STAFF PUBLISHED TWO PEER-REVIEWED PAPERS IN INDUSTRY JOURNALS AND GAVE NINE PRESENTATIONS TO PROFESSIONAL AUDIENCES. ONGOING RESEARCH PROJECTS INCLUDE STUDIES ON BEECH LEAF DISEASE; BEECH BARK DISEASE; HEMLOCK WOOLY ADELGID; PLANT PHYSIOLOGY; PLANT PHENOLOGY; SOIL ECOLOGY; FOREST ECOLOGY; AND GENETICS; AND 13 INTERNS AND SEVEN GRADUATE STUDENTS SUPPORTED THIS WORK IN FY22. COLLECTIVELY, THE RESEARCH TEAM WAS AWARDED NINE NEW GRANTS TOTALING OVER $244K, WHICH CONTRIBUTED TO THE APPROXIMATELY 20 TOTAL GRANTS IN MANAGEMENT BY THE TEAM. FROM THE LEACH RESEARCH STATION, FOUR PLANT PATENTS WERE APPLIED FOR AND ISSUED FOR NEW HOLDEN-BRED RHODODENDRONS. CONSERVATION AND COMMUNITY FORESTRY PLANTED AND CARED FOR 1,170 TREES IN FY22, AND THEY DISTRIBUTED 839 TREES AT COMMUNITY EVENTS. THE TEAM ALSO MANAGES OVER 3,000 ACRES OF NATURAL AREAS AT THE ARBORETUM; IN FY22, THEY IMPROVED 115 ACRES OF FOREST STANDS BY GIRDLING FOR TREE RELEASE AND MANAGED ANOTHER 503 ACRES FOR INVASIVE SPECIES CONTROL. THE CONSERVATION STAFF ALSO COMPLETED SURVEYS OF 14 RARE SPECIES, SUPPORTED WILDLIFE THROUGH MONITORING AND MAINTAINING NEST BOXES, CONDUCTED SURVEYS FOR DEER BROWSE AND BIRD POPULATIONS, AND DOCUMENTED BAT SPECIES. THROUGH THE WORKING WOODS INITIATIVE, WHICH IS A UNIQUE FOREST MANAGEMENT DEMONSTRATION SITE FOR LANDOWNERS OF SMALL WOODLOTS, THE COMMUNITY FORESTRY TEAM ADVANCED EFFORTS ON NON-TIMBER FOREST PRODUCT DEMONSTRATIONS. WITH RESEARCH STAFF, THE COMMUNITY FORESTERS ALSO MONITORED DIFFERENCES IN HARVEST VERSUS CONTROL AREAS. TOGETHER, THE CONSERVATION AND COMMUNITY FORESTRY TEAM LED OR CONTRIBUTED TO 57 PROGRAMS REACHING OVER 1,400 PARTICIPANTS IN FY22; THEY ALSO MENTORED 14 INTERNS AND STUDENTS AND PRODUCED SEVEN EXTERNAL PRESENTATIONS. THE CONSERVATION AND COMMUNITY FORESTRY STAFF COLLABORATED WITH 22 FEDERAL, STATE, AND LOCAL ORGANIZATIONS ON PROJECTS RANGING IN EXTENT FROM NORTHEAST OHIO THROUGH THE ENTIRE MIDWEST. ADDITIONALLY, THE FOREST HEALTH COORDINATOR EMBEDDED WITH THE TEAM THROUGH THE USFS GREW THE REACH OF THE FOREST HEALTH COLLABORATIVE (FHC) FOR THE GREAT LAKES REGION. THE FHC WORKED WITH EXPERTS IN FIVE STATES (OH, MI, WI, NY AND PA) TO DEVELOP A REGIONAL EASTERN HEMLOCK SEED COLLECTION STRATEGY, COLLECTING SEEDS FROM 62 LOCATIONS FOR SUBMISSION TO THE NATIONAL TREE SEED LABORATORY. ADDITIONALLY, ABOUT 3,000 BEECH, ASH, AND EASTERN HEMLOCK TREES WERE PROPAGATED, GRAFTED, PLANTED, AND CARED FOR IN THE EFFORT TO ESTABLISH PEST- AND DISEASE-RESISTANT TREES. HORTICULTURE AND COLLECTIONS: THE HORTICULTURE AND COLLECTIONS STAFF CULTIVATES, MAINTAINS, AND CARES FOR NEARLY 14,000 ACCESSIONED PLANTS AND PLANT GROUPINGS IN THE LIVING COLLECTION AT THE HOLDEN ARBORETUM. IN COLLABORATION WITH THE RESEARCH STAFF, THEY MANAGE ANOTHER 3,100 PRESERVED RESEARCH SPECIMENS AND ASSOCIATED DATA. THE HORTICULTURE TEAM MAINTAINS THE APPROXIMATELY 230 ACRES OF DEVELOPED GROUNDS IN THE "CORE" VISITOR AREA OF THE ARBORETUM, ENSURING THAT GUESTS ENJOY A SENSE OF WONDER AND BEAUTY EVERY TIME THEY VISIT. WHILE THE HORTICULTURE STAFF ADVANCED A PHASED REFRESH AND REDESIGN OF SIGNATURE GARDENS AT THE ARBORETUM IN FY22, THE COLLECTIONS MAINTENANCE TEAM WAS DEVELOPED TO MANAGE THE TREES AND TRAILS AT BOTH CAMPUSES. THE COLLECTIONS CURATION STAFF ALSO DEVELOPED PLANS FOR STRATEGIC MANAGEMENT AND ACTIVATION OF THE COLLECTIONS AT BOTH CAMPUSES. THE HORTICULTURE AND COLLECTIONS TEAM ALSO WORKS CLOSELY WITH THE EDUCATION STAFF TO SUPPORT BOTH FORMAL AND INFORMAL LEARNING EXPERIENCES. EXHIBITIONS AND EVENTS: IN FY22, THE ARBORETUM SERVED APPROXIMATELY 160,000 TOTAL VISITORS, ENGAGING THEM IN THE WONDER AND BEAUTY OF PLANTS AND SHARING THEIR VALUE TO OUR COMMUNITIES. STICKWORK, THE OUTDOOR SCULPTURE BY ARTIST PATRICK DOUGHERTY THAT DEBUTED IN 2020, REMAINED A VISITOR ATTRACTION THROUGHOUT FY22 UNTIL ITS PLANNED END OF LIFE IN SEPTEMBER OF THAT YEAR. THE ARBORETUM ALSO HOSTED A SPECIAL SUMMER ATTRACTION, THE MISSION BOTANICA MAZE THAT INCORPORATED RESEARCH AND IMAGERY FROM THE ARBORETUM'S GROUNDS. EIGHT SPECIAL EVENTS, SUCH AS THE ANNUAL WINE TASTING, RETURNED TO THE ARBORETUM AFTER BEING PAUSED DURING THE COVID-19 PANDEMIC; THEY WELCOMED NEARLY 3,000 GUESTS. TOGETHER WITH THE ARBORETUM'S SIGNATURE MURCH CANOPY WALK AND KALBERER EMERGENT TOWER EXPERIENCES, THESE SPECIAL EXHIBITS AND EVENTS DRIVE GENERAL ADMISSION, HELPING TO SUSTAIN THE ORGANIZATION'S OPERATING BUDGET, WHILE ALSO DRAWING IN VISITORS AND PIQUING INTEREST IN THE IMPORTANCE OF NATURE AND THE OUTDOOR WORLD. EDUCATION: THE ARBORETUM PROVIDES A SERIES OF EDUCATIONAL OPPORTUNITIES FOR ALL AGES, FROM YOUTH AND CLASSROOM-BASED PROGRAMS TO ADULT AND CONTINUING EDUCATION. CLASSROOM- AND CAMPUS-BASED PROGRAMS AT THE ARBORETUM INCLUDE SPROUTING YOUNG SCIENTISTS (SPYS) FOR PRE-K AND GROWING STUDENTS IN SCIENCE (GSS) FOR GRADES 2 THROUGH 5. THE EDUCATION STAFF ALSO DEBUTED THE POWER OF PLANTS (POP), AN ASSEMBLY-STYLE PROGRAM THAT VISITS SCHOOLS. IN ADDITION TO FORMAL AND INFORMAL ELEMENTARY-SCHOOL CURRICULA, THE EDUCATION TEAM ALSO MANAGES THE NATURE-BASED LEARNING SITE BUCKEYE BUD'S AT THE ARBORETUM, OFFERS ADULT CLASSES AND PUBLIC PROGRAMS, AND PROVIDES RESOURCES FOR TEACHERS. BETWEEN BOTH CAMPUSES, CAMPERS AGES PRE-KINDERGARTEN THROUGH GRADE 7 ATTENDED 10 SUMMER CAMPS IN FY22. IN TOTAL, NEARLY 15,000 PEOPLE PARTICIPATED IN EDUCATION PROGRAMS THROUGH THE ARBORETUM AND TOGETHER, BOTH CAMPUSES SERVED OVER 25,000 PARTICIPANTS. COMMUNITY OUTREACH: IN FY22, HOLDEN FORESTS & GARDENS CONTINUED TO POSITION ITSELF AS A COMMUNITY LEADER IN URBAN GREENING AND FORESTRY, ADVANCING ITS PEOPLE FOR TREES CAMPAIGN TO PLANT 15,000 TREES IN NORTHEAST OHIO BY 2025. THE COMMUNITY RESPONDED ENTHUSIASTICALLY, AND BY THE END OF YEAR 2, OVER 9,700 TREES WERE PLEDGED, PLANTED, OR GIVEN AWAY. THE PEOPLE FOR TREES CAMPAIGN IS HOLDEN FORESTS & GARDENS' CONTRIBUTION TO THE CLEVELAND TREE COALITION, THE GROUP CHARGED WITH IMPLEMENTING THE 2015 CLEVELAND TREE PLAN TO RESTORE THE DECREASING TREE CANOPY IN CUYAHOGA COUNTY. THE GREEN CORPS PROGRAM ALSO CONTINUED TO GROW IN ITS SECOND YEAR OF ITS NEW ITERATION, FOCUSED ON MENTORING, INTERNSHIP EXPERIENCE, AND INTRODUCTION TO HORTICULTURAL CAREER OPPORTUNITIES. HF&G'S CEO SERVED ON THE CLEAN OHIO NATURAL RESOURCES ASSISTANCE COUNCIL; HOLDEN PARKS TRUST BOARD; AND UNIVERSITY CIRCLE INC. EXECUTIVE COMMITTEE. | Desc |
| Total Program Service Expenses | $6,982,146 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN HEFLIN | PersonNm |
| Phone | 4406023830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 SPERRY ROAD | AddressLine1Txt |
| City | KIRTLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440945172 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS D ANDERSON | ||||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT R GALLOWAY | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CONSTANCE NORWEB ABBEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R ABBEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA U BROER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BROWN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW G COLEMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERA COLEMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN E DICK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL E DICORLETO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W DINGELDEIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAVITA EWING | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE FAUST | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN-ANN GRIES | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH L GRIES | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH P KEITHLEY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J KNERLY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH J MAHOVLIC | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C MARINO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROY D MINOFF | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA A MOORE-HARDY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WINNIE NORDELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEIDREA L OTTS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE OUTCALT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN OUTCALT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY W POTH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN KENNEDY RYAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN D SCHACHAT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN C SHIVERICK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH M STAFFORD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES F WALTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOY WARD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL KOSKI | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $285,570 | $0 | $32,000 | |||
| KATHLEEN HEFLIN | ||||||||
| INTERIM CO-PRES.&CEO AND CFO | 40.00 | Yes (X) | $190,007 | $0 | $12,989 | |||
| MARGARET BUTZOW | ||||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $61,440 | $8,559 | 40.00 | ||
| DAVID BURKE | ||||||||
| VP, SCIENCE & CONSERVATION | 40.00 | $132,721 | $0 | $19,706 | Yes (X) | |||
| CAROLINE TAIT | ||||||||
| VP, HORTICULTURE & COLLECT | 40.00 | $100,130 | $0 | $12,051 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $708,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $61,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,305 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASHTON TECHNOLOGY SOLUTIONS | |||||
| 23625 COMMERCE PARK STE 130 | BEACHWOOD | OH | 44122 | TECHNOLOGY SERVICES | $173,975 |
| NELSON BYRD WOLTZ LANDSCAPE | |||||
| 310 E MARKET ST | CHARLOTTESVILLE | VA | 22902 | CONSULTING SERVICES | $106,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $695,842 | MembershipDuesAmt |
| All Other Contributions | $7,820,976 | AllOtherContributionsAmt |
| Noncash Contributions | $10,459 | NoncashContributionsAmt |
| Total Contributions | $8,516,818 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $613,311 | $613,311 |
| EDUCATION COURSES | 611600 | $131,659 | $131,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $744,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$272,456 | TotalRevenueColumnAmt |
| Exclusion | -$272,456 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $96,624 | 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 | $96,624 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,624 | TotalRevenueColumnAmt |
| Exclusion | $96,624 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,283,295 | SecuritiesAmt |
| Other | $1,189,033 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $673,186 | SecuritiesAmt |
| Other | $1,603,320 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,610,109 | SecuritiesAmt |
| Other | -$414,287 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,195,822 | TotalRevenueColumnAmt |
| Exclusion | $2,195,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $188,100 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $76,563 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,537 | TotalRevenueColumnAmt |
| Exclusion | $111,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $151,793 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $57,975 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,818 | TotalRevenueColumnAmt |
| Exclusion | $93,818 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,789 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,789 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,496,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $754,759 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,225,345 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,069 | TotalAmt |
| Program Services | $556,859 | ProgramServicesAmt |
| Management And General | $124,410 | ManagementAndGeneralAmt |
| Fundraising | $23,800 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,941,793 | TotalAmt |
| Program Services | $3,113,201 | ProgramServicesAmt |
| Management And General | $695,535 | ManagementAndGeneralAmt |
| Fundraising | $133,057 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,454 | TotalAmt |
| Program Services | $173,323 | ProgramServicesAmt |
| Management And General | $38,723 | ManagementAndGeneralAmt |
| Fundraising | $7,408 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,203 | TotalAmt |
| Program Services | $244,996 | ProgramServicesAmt |
| Management And General | $54,736 | ManagementAndGeneralAmt |
| Fundraising | $10,471 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,566 | TotalAmt |
| Program Services | $322,683 | ProgramServicesAmt |
| Management And General | $72,092 | ManagementAndGeneralAmt |
| Fundraising | $13,791 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,654 | TotalAmt |
| Program Services | $262,673 | ProgramServicesAmt |
| Management And General | $158,981 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,650 | TotalAmt |
| Management And General | $30,650 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,225 | TotalAmt |
| Management And General | $43,225 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,494 | TotalAmt |
| Fundraising | $48,494 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,373 | TotalAmt |
| Program Services | $186,766 | ProgramServicesAmt |
| Management And General | $91,607 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,171 | TotalAmt |
| Program Services | $73,414 | ProgramServicesAmt |
| Management And General | $21,389 | ManagementAndGeneralAmt |
| Fundraising | $4,368 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,421 | TotalAmt |
| Program Services | $35,503 | ProgramServicesAmt |
| Management And General | $19,949 | ManagementAndGeneralAmt |
| Fundraising | $21,969 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,682 | TotalAmt |
| Program Services | $111,707 | ProgramServicesAmt |
| Management And General | $89,764 | ManagementAndGeneralAmt |
| Fundraising | $10,211 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,474 | TotalAmt |
| Program Services | $148,760 | ProgramServicesAmt |
| Management And General | $36,485 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,347 | TotalAmt |
| Program Services | $109,591 | ProgramServicesAmt |
| Management And General | $39,756 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,779 | TotalAmt |
| Program Services | $760,016 | ProgramServicesAmt |
| Management And General | $121,624 | ManagementAndGeneralAmt |
| Fundraising | $1,139 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,501 | TotalAmt |
| Program Services | $78,047 | ProgramServicesAmt |
| Management And General | $11,974 | ManagementAndGeneralAmt |
| Fundraising | $1,480 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BLDG.& EQUIP. MAINT. | $341,733 | $231,511 | $109,003 | $1,219 |
| EDUC.&MEMBERSHIP | $292,185 | $211,235 | $44,803 | $36,147 |
| LANDSCAPE MAINTENANCE | $246,206 | $213,988 | $28,824 | $3,394 |
| MASTER PLANNING EXP. | $184,553 | $184,553 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,045 | TotalAmt |
| Program Services | $147,873 | ProgramServicesAmt |
| Management And General | $279,475 | ManagementAndGeneralAmt |
| Fundraising | $25,697 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,627,578 | TotalAmt |
| Program Services | $6,982,146 | ProgramServicesAmt |
| Management And General | $2,297,558 | ManagementAndGeneralAmt |
| Fundraising | $347,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,149,871 | BOYAmt |
| EOY | $7,819,281 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,658 | BOYAmt |
| EOY | $269,403 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,198,000 | BOYAmt |
| EOY | $7,383,596 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,429 | BOYAmt |
| EOY | $35,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,269 | BOYAmt |
| EOY | $103,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,236,511 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,820,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,210,164 | BOYAmt |
| EOY | $23,416,473 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,881,366 | BOYAmt |
| EOY | $126,963,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,917,757 | BOYAmt |
| EOY | $165,991,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,371 | BOYAmt |
| EOY | $734,566 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,365 | BOYAmt |
| EOY | $114,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,109 | BOYAmt |
| EOY | $89,184 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,081,845 | BOYAmt |
| EOY | $937,791 | 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 | $62,831,875 | BOYAmt |
| EOY | $56,323,555 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,004,037 | BOYAmt |
| EOY | $108,730,425 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,835,912 | BOYAmt |
| EOY | $165,053,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,917,757 | BOYAmt |
| EOY | $165,991,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,869,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,651,276 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $6,528,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,718,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,669,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,762,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,516,818 | CurrentTaxYearAmt |
| Total | $38,194,888 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,528,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,718,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,669,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,762,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,516,818 | CurrentTaxYearAmt |
| Total | $38,194,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,834,873 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,360,015 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $426,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $445,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $670,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$175,832 | CurrentTaxYearAmt |
| Total | $1,877,976 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,052 | CurrentTaxYearAmt |
| Total | $405,879 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,478,743 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,865,572 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 63,662. 2018 AMOUNT: $ 89,795. 2019 AMOUNT: $ 57,608. 2020 AMOUNT: $ 37,762. 2021 AMOUNT: $ 157,052. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $43,225 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $43,225 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSE INCURRED FOR PURSUIT OF MEETINGS WITH MEMBERS OF CONGRESS AND STAFF AND EXECUTIVE BRANCH AGENCIES PERSONNEL REGARDING NATURAL RESOURCES-RELATED LEGISLATION AND FUNDING PROGRAMS AVAILABLE TO THE ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 23 | TotalEasementsCnt |
| Total Acreage | 1700.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 60.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,827,915 | BeginningYearBalanceAmt |
| Contributions | $1,401,723 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,550,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,502,441 | OtherExpendituresAmt |
| End Year Balance | $32,176,655 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,509,826 | BeginningYearBalanceAmt |
| Contributions | $981,206 | ContributionsAmt |
| Investment Earnings Or Losses | $8,937,170 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,600,287 | OtherExpendituresAmt |
| End Year Balance | $40,827,915 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,495,728 | BeginningYearBalanceAmt |
| Contributions | $263,343 | ContributionsAmt |
| Investment Earnings Or Losses | $2,164,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,413,807 | OtherExpendituresAmt |
| End Year Balance | $32,509,826 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,079,958 | BeginningYearBalanceAmt |
| Contributions | $105,720 | ContributionsAmt |
| Investment Earnings Or Losses | -$377,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,312,014 | OtherExpendituresAmt |
| End Year Balance | $31,495,728 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,164,620 | BeginningYearBalanceAmt |
| Contributions | $5,988 | ContributionsAmt |
| Investment Earnings Or Losses | $3,140,734 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,231,384 | OtherExpendituresAmt |
| End Year Balance | $33,079,958 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67966 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12567 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19467 | TermEndowmentBalanceEOYPct |
| 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 | $13,078,225 | OtherCostOrOtherBasisAmt |
| Book Value | $13,078,225 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,212,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,759,027 | DepreciationAmt |
| Book Value | $3,453,468 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,586,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,930,362 | DepreciationAmt |
| Book Value | $656,263 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,359,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,130,649 | DepreciationAmt |
| Book Value | $6,228,517 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,416,473 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES | Desc |
| Amt | $89,184 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,184 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$18,077,791 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$29,651,276 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $76,563 | OtherRevenueAmt |
| Revenue Not Reported | -$29,574,713 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,496,922 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,496,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,704,141 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $76,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $76,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,627,578 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,627,578 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | CONSERVATION EASEMENTS - THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS, VIA CONSERVATION EASEMENTS, ASSOCIATED WITH APPROXIMATELY 1,700 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS. |
| PART III, LINE 1A: | FINANCIAL STATEMENT FOOTNOTE: PERMANENT COLLECTIONS - THE ORGANIZATION'S PERMANENT COLLECTIONS OF ACCESSIONED AND NON-ACCESSIONED WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION AND HORTICULTURAL SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, ANIMALS, BIRDS, REPTILES AND INSECTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ORGANIZATION'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND THE FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ACCESSIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE BY THE CURATOR OF LIVING COLLECTIONS AND LAND ASSETS PER THE GUIDELINES ESTABLISHED IN THE ORGANIZATION'S COLLECTION MANAGEMENT POLICY WHICH HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS CODE OF ETHICS AND AMERICAN PUBLIC GARDENS ASSOCIATION. OBJECTS IN THE ORGANIZATION'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. |
| PART III, LINE 4: | DESCRIPTION OF ORGANIZATION'S COLLECTIONS: THE ARBORETUM'S ACCESSIONED LIVING COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, AND NON-LIVING COLLECTIONS OF RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ACCESSIONS AND DEACCESSIONS TO THE LIVING AND NON-LIVING COLLECTIONS ARE MADE PER THE GUIDELINES ESTABLISHED IN THE ORGANIZATION'S COLLECTION MANAGEMENT POLICY, WHICH HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS AND AMERICAN PUBLIC GARDENS ASSOCIATION. OBJECTS IN THE ARBORETUM'S LIVING AND NON-LIVING COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. |
| PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUNDS - THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 76,563. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 76,563. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E WACKER DR 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN FEASIBILITY STUDY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $48,494 | RetainedByContractorAmt |
| Net To Organization | -$48,494 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $48,494 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$48,494 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TWILIGHT/HM | Event1Nm |
| Gross Receipts Event1 | $188,100 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $188,100 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $39,520 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,385 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,658 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $188,100 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $188,100 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $39,520 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,385 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,658 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,563 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $111,537 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL KOSKI | ||||||||||||||
| PRESIDENT & CEO | $285,570 | $0 | $0 | $0 | $0 | $0 | $15,772 | $0 | $16,228 | $0 | $317,570 | $0 | $0 | $0 |
| KATHLEEN HEFLIN | ||||||||||||||
| INTERIM CO-PRES.&CEO AND CFO | $189,518 | $0 | $0 | $0 | $489 | $0 | $12,385 | $0 | $604 | $0 | $202,996 | $0 | $0 | $0 |
| DAVID BURKE | ||||||||||||||
| VP, SCIENCE & CONSERVATION | $132,248 | $0 | $0 | $0 | $473 | $0 | $9,008 | $0 | $10,698 | $0 | $152,427 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: PAUL R. ABBEY AND CONSTANCE NORWEB ABBEY. THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: SARAH GRIES AND JONATHAN DICK; STEPHEN KNERLY AND PRIVILEDGED; JOSEPH KEITHLEY, ROBIN SCHACHAT AND TERA COLEMAN. |
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO ORGANIZING DOCUMENTS - THE ARBORETUM AMENDED ITS CODE OF REGULATIONS IN MAY, 2022, CHANGING THE AUTHORITY OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ORGANIZATION - THE DIRECTORS ARE THE MEMBERS OF THE CORPORATION. THEY ARE ELECTED FOR A THREE-YEAR TERM. THE DIRECTORS EXERCISE ALL AUTHORITY RESERVED TO THE MEMBERS UNDER OHIO LAW. PERSONS WHO ARE ACCORDED MEMBERSHIP STATUS OR OTHERWISE CALLED MEMBERS ARE NOT "MEMBERS" AS THE TERM IS USED IN THE OHIO NONPROFIT CORPORATION LAW. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS - THE DIRECTORS ARE THE MEMBERS FOR ALL PURPOSES UNDER OHIO LAW, INCLUDING ELECTING INDIVIDUALS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY). |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 - THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT AND RISK COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT AND RISK COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - ALL BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN INFORMATION FORM WHICH INCLUDES A SECTION REGARDING CONFLICTS OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS AND ANY ISSUE WHICH ARISES IS ENCOURAGED TO BE REPORTED AND DISCUSSED. ADDITIONALLY, AN ANNUAL REVIEW OF RELATED PARTY ACTIVITY IS CONDUCTED IN CONJUNCTION WITH THE AUDIT PROCESS. WHEN A CONFLICT ARISES, THE INTERESTED PARTY IS NOT PERMITTED IN THE DISCUSSION OR DECISION ABOUT THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW AND APPROVAL - THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ARBORETA AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS - THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND BOTANICAL GARDEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11030 EAST BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340239538 | EIN |
| Primary Activities | HORTIC.EDUC. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDEN ARB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND BOTANICAL GARDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $7,383,596 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments