GARDEN CONSERVANCY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GARDEN CONSERVANCY INC (EIN 13-3570145)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349300123
- Schema version
- 2022v5.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T07:23:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE STE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133570145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARDEN CONSERVANCY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARD | BusinessNameControlTxt |
| Phone | 8454246500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BRAYTON HALL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454246500 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | BRAYTON HALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MRS TERRENCE D DANIELS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,118,993 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GARDENCONSERVANCY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 415 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,413,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,625,371 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $455,112 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,122,734 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,386,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $391,545 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,306 | PYOtherRevenueAmt |
| CY Other Revenue | -$41,646 | CYOtherRevenueAmt |
| PY Total Revenue | $5,247,680 | PYTotalRevenueAmt |
| CY Total Revenue | $4,098,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $84,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $189,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,843,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,999,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $462,677 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,319,090 | PYOtherExpensesAmt |
| CY Other Expenses | $2,042,653 | CYOtherExpensesAmt |
| PY Total Expenses | $3,246,237 | PYTotalExpensesAmt |
| CY Total Expenses | $4,232,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,001,443 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$134,105 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,745,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,370,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $927,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $365,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,818,280 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,005,070 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS FOR THE EDUCATION AND INSPIRATION OF THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,016,543 | ExpenseAmt |
| Grant | $189,600 | GrantAmt |
| Revenue | $1,122,734 | RevenueAmt |
| Desc | OUR ORGANIZATIONAL PRACTICES FOCUS ON THREE MAIN AREAS: PRESERVATION, EDUCATION, AND ADVOCACY. WE WORK TO RESTORE HISTORIC AMERICAN GARDENS, ASSIST PRIVATE GARDENS IN THEIR DESIRE TO BECOME PUBLIC AMENITIES, PRESENT EDUCATIONAL PROGRAMS FOR ALL AGES RELATING TO THE HISTORY AND CULTURAL SIGNIFICANCE OF GARDENS AND GARDENING, AND OPEN PRIVATE GARDENS ACROSS THE NATION TO THE PUBLIC THROUGH OUR "OPEN DAYS" PROGRAM.IN 2022, THE GARDEN CONSERVANCY CONTINUED TO STRENGTHEN AND EXPAND ITS PROGRAMS THANKS TO THE GENEROSITY AND ENGAGEMENT OF A GROWING COMMUNITY OF MEMBERS, DONORS, AND EVENT PARTICIPANTS. THE CONSERVANCY PROVIDED IN-PERSON AND VIRTUAL EDUCATION OPPORTUNITIES FOR ITS MEMBERS AND THE PUBLIC TO EXPLORE AND LEARN ABOUT THE MANY WAYS GARDENS INFLUENCE AND IMPROVE OUR LIVES. DURING THE 2022 SEASON, THE OPEN DAYS GARDEN-VISITING PROGRAM SOLD OVER 30,000 TICKETS TO 241 GARDEN OPENINGS OFFERED IN 20 STATES. WE PRESENTED 15 VIRTUAL PROGRAMS TO OVER 5,000 PARTICIPANTS FROM 46 STATES. THE 2022 NATIONAL SPEAKING TOUR FEATURED TROY SCOTT SMITH, HEAD GARDENER AT SISSINGHURST CASTLE GARDEN, WHO ENTERTAINED AUDIENCES IN FIVE US CITIES. OUR GARDEN FUTURES GRANTS PROGRAM (INCLUDING THE PAGE DICKEY GRANT FOR AMERICAN GARDENS AND THE JEAN AND JOHN GREENE PRIZE FOR EXCELLENCE IN THE FIELD OF AMERICAN GARDENING) SUPPORTED 20 NON-PROFIT ORGANIZATIONS MAKING A DIFFERENCE IN THEIR LOCAL COMMUNITIES THROUGH GARDEN-BASED PROGRAMMING. THROUGH OUR PRESERVATION PROGRAM, WE CONTINUED TO OFFER GUIDANCE AND ASSISTANCE TO THOSE LOOKING TO PRESERVE OR RESTORE GARDENS, WHILE ALSO ENSURING THE LONGEVITY OF THE EIGHT GARDENS THE GARDEN CONSERVANCY PROTECTS THROUGH CONSERVATION EASEMENTS. THROUGH THE SUZANNE AND FREDERIC RHEINSTEIN GARDEN DOCUMENTATION PROGRAM, WE CONTINUED THE FILM DOCUMENTATION OF TWO ADDITIONAL GARDENS, THE ANNE SPENCER HOUSE AND GARDEN MUSEUM IN LYNCHBURG, VA AND THE SPECTACULAR WOODLAND GARDEN OF LOUISE AGEE WRINKLE OF BIRMINGHAM, AL. | Desc |
| Total Program Service Expenses | $3,016,543 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA MORTENSEN | PersonNm |
| Phone | 8454246500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | GARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MRS TERRENCE D DANIELS | |||||||
| CHAIR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT BALENTINE | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MRS COLEMAN P BURKE | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOWARD G SEITZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY RANDOLPH BALLINGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY BELLING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON K BOURKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA WHITNEY CARR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| J BARCLAY COLLINS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH EVERDELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIONEL GOLDFRANK III | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ZISES GREEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE KAYNE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED LANDMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN F LENHARDT JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH LOCKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MAREK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN-PAUL MONTUPET | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON PRYSE | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE RHEINSTEIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE RIDDER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN COPELAND ROSE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JORGE A SANCHEZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER SPITZMILLER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS ANDREW P STEFFAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMILLE BUTRUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEASE FISHER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ORR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHALL WATSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA SCOTT WESTRING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BRAYTON HALL | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $271,489 | $0 | $32,041 | ||
| DONNA MORTENSEN | |||||||
| COO | 40.00 | Yes (X) | $181,478 | $0 | $27,253 | ||
| SARAH PARKER | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $136,526 | $0 | $7,437 | Yes (X) | ||
| PAMELA GOVERNALE | |||||||
| DIRECTOR OF PRESERVATION | 40.00 | $107,491 | $0 | $21,756 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $696,984 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,487 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $435,745 | MembershipDuesAmt |
| Fundraising | $103,050 | FundraisingAmt |
| All Other Contributions | $2,086,576 | AllOtherContributionsAmt |
| Noncash Contributions | $44,556 | NoncashContributionsAmt |
| Total Contributions | $2,625,371 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BENEFITS/SPECIAL EVENTS | 900099 | $906,878 | $906,878 |
| OPEN DAYS PROGRAMS | 900099 | $215,856 | $215,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,122,734 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $635,908 | TotalRevenueColumnAmt |
| Exclusion | $635,908 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,690,718 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,935,081 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$244,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$244,363 | TotalRevenueColumnAmt |
| Exclusion | -$244,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,908 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$42,158 | TotalRevenueColumnAmt |
| Exclusion | -$42,158 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $512 | TotalRevenueColumnAmt |
| Exclusion | $512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $512 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,098,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,122,734 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $349,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,600 | TotalAmt |
| Program Services | $189,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,261 | TotalAmt |
| Program Services | $277,004 | ProgramServicesAmt |
| Management And General | $129,022 | ManagementAndGeneralAmt |
| Fundraising | $106,235 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,045 | TotalAmt |
| Program Services | $822,743 | ProgramServicesAmt |
| Management And General | $138,268 | ManagementAndGeneralAmt |
| Fundraising | $180,034 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,426 | TotalAmt |
| Program Services | $27,414 | ProgramServicesAmt |
| Management And General | $3,621 | ManagementAndGeneralAmt |
| Fundraising | $5,391 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,025 | TotalAmt |
| Program Services | $153,502 | ProgramServicesAmt |
| Management And General | $28,298 | ManagementAndGeneralAmt |
| Fundraising | $21,225 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,099 | TotalAmt |
| Program Services | $71,727 | ProgramServicesAmt |
| Management And General | $16,888 | ManagementAndGeneralAmt |
| Fundraising | $18,484 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,504 | TotalAmt |
| Program Services | $9,159 | ProgramServicesAmt |
| Management And General | $4,345 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,300 | TotalAmt |
| Management And General | $34,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,922 | TotalAmt |
| Management And General | $157,922 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,346 | TotalAmt |
| Program Services | $429,148 | ProgramServicesAmt |
| Management And General | $73,687 | ManagementAndGeneralAmt |
| Fundraising | $28,511 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,613 | TotalAmt |
| Program Services | $13,177 | ProgramServicesAmt |
| Management And General | $2,436 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,026 | TotalAmt |
| Program Services | $306,099 | ProgramServicesAmt |
| Management And General | $4,405 | ManagementAndGeneralAmt |
| Fundraising | $34,522 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,778 | TotalAmt |
| Program Services | $66,409 | ProgramServicesAmt |
| Management And General | $26,369 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,090 | TotalAmt |
| Program Services | $85,976 | ProgramServicesAmt |
| Management And General | $17,183 | ManagementAndGeneralAmt |
| Fundraising | $11,931 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,780 | TotalAmt |
| Program Services | $329,828 | ProgramServicesAmt |
| Management And General | $54,347 | ManagementAndGeneralAmt |
| Fundraising | $22,605 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,701 | TotalAmt |
| Program Services | $9,401 | ProgramServicesAmt |
| Management And General | $2,300 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,538 | TotalAmt |
| Program Services | $2,725 | ProgramServicesAmt |
| Management And General | $415 | ManagementAndGeneralAmt |
| Fundraising | $398 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,974 | TotalAmt |
| Program Services | $19,999 | ProgramServicesAmt |
| Management And General | $3,052 | ManagementAndGeneralAmt |
| Fundraising | $2,923 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,352 | TotalAmt |
| Program Services | $19,075 | ProgramServicesAmt |
| Management And General | $8,147 | ManagementAndGeneralAmt |
| Fundraising | $2,130 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS & CATERING | $150,438 | $107,455 | $42,817 | $166 |
| ADMISSION FEES | $62,807 | $62,707 | $100 | |
| BENEFITS & EVENTS | $27,972 | $27,972 | ||
| DUES AND SUBSCRIPTIONS | $15,546 | $12,661 | $2,735 | $150 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,966 | TotalAmt |
| Program Services | $734 | ProgramServicesAmt |
| Management And General | $2,232 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,232,109 | TotalAmt |
| Program Services | $3,016,543 | ProgramServicesAmt |
| Management And General | $752,889 | ManagementAndGeneralAmt |
| Fundraising | $462,677 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,421 | BOYAmt |
| EOY | $308,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,375,168 | BOYAmt |
| EOY | $1,410,569 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,984 | BOYAmt |
| EOY | $2,923 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,934 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,543 | BOYAmt |
| EOY | $158,409 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $228,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $222,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,441 | BOYAmt |
| EOY | $5,433 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,494,163 | BOYAmt |
| EOY | $29,407,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,292 | BOYAmt |
| EOY | $77,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,745,946 | BOYAmt |
| EOY | $31,370,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,539 | BOYAmt |
| EOY | $287,334 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,127 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $74,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,666 | BOYAmt |
| EOY | $365,808 | 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 | $21,612,710 | BOYAmt |
| EOY | $15,914,320 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,205,570 | BOYAmt |
| EOY | $15,090,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,818,280 | BOYAmt |
| EOY | $31,005,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,745,946 | BOYAmt |
| EOY | $31,370,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$134,105 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,679,105 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,996,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,390,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,870,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,089,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,625,371 | CurrentTaxYearAmt |
| Total | $14,973,025 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,996,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,390,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,870,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,089,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,625,371 | CurrentTaxYearAmt |
| Total | $14,973,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $534,396 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,438,629 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $520,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $504,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $682,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,908 | CurrentTaxYearAmt |
| Total | $2,789,053 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,221 | CurrentTaxYearAmt |
| Total | $148,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,910,123 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,110,620 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82100 | 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 - 2018 AMOUNT: $ 636. 2019 AMOUNT: $ 5,738. 2020 AMOUNT: $ 4,994. 2021 AMOUNT: $ 1,906. 2022 AMOUNT: $ 512. NON-CHARITABLE FUNDRAISING RECEIPTS - 2018 AMOUNT: $ 14,875. 2019 AMOUNT: $ 51,175. 2021 AMOUNT: $ 24,500. 2022 AMOUNT: $ 43,709. | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 8 | TotalEasementsCnt |
| Total Acreage | 160.46 | TotalAcreageCnt |
| Historic Structure Easements | 3 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 4 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 25.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $8,502 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,943,355 | BeginningYearBalanceAmt |
| Contributions | $146,187 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,285,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $546,218 | OtherExpendituresAmt |
| End Year Balance | $28,258,251 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,519,027 | BeginningYearBalanceAmt |
| Contributions | $901,390 | ContributionsAmt |
| Investment Earnings Or Losses | $4,500,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $977,221 | OtherExpendituresAmt |
| End Year Balance | $33,943,355 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,276,768 | BeginningYearBalanceAmt |
| Contributions | $2,752,280 | ContributionsAmt |
| Investment Earnings Or Losses | $3,412,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $922,659 | OtherExpendituresAmt |
| End Year Balance | $29,519,027 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,868,370 | BeginningYearBalanceAmt |
| Contributions | $30,319 | ContributionsAmt |
| Investment Earnings Or Losses | $5,282,241 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $904,162 | OtherExpendituresAmt |
| End Year Balance | $24,276,768 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,887,274 | BeginningYearBalanceAmt |
| Contributions | $53,433 | ContributionsAmt |
| Investment Earnings Or Losses | -$131,857 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $940,480 | OtherExpendituresAmt |
| End Year Balance | $19,868,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48562 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51438 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,401 | DepreciationAmt |
| Book Value | $2,588 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,435 | DepreciationAmt |
| Book Value | $2,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,433 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY - OFFICE SPACE | $43,794 |
| LEASE LIABILITY - EQUIPMENT | $30,430 |
| DUE TO ENDOWMENT FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $74,474 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$1,495,193 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,679,105 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,679,105 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,183,912 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$85,908 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$85,908 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,098,004 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,318,017 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $85,908 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,908 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,232,109 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,232,109 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONSERVATION EASEMENTS ARE VALUED AT $100 EACH. |
| PART X, LINE 2: | THE CONSERVANCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR FEDERAL OR STATE INCOME TAXES OR FOR TAXES ON UNRELATED BUSINESS INCOME HAS BEEN RECORDED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -85,908. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 85,908. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SAN FRANCISCO FALL SHOW | Event1Nm |
| Gross Receipts Event1 | $87,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,400 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,340 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $22,398 | OtherDirectExpensesEvent1Amt |
| Event2 | NY HOLIDAY EVENT | Event2Nm |
| Gross Receipts Event2 | $59,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $33,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,350 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,575 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,555 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $9,040 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $146,800 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,575 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,895 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,438 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,908 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$42,158 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE ARCHITECTURAL LEAGUE OF NEW YORK | ||||||||
| 594 BROADWAY NO 607 | NEW YORK | NY | 10012 | 131671027 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT OF GARDEN BY THE BAY - FAR ROCKAWAY, NY |
| GARDEN TIME INC | ||||||||
| 286 ROCHAMBEAU AVE | PROVIDENCE | RI | 02906 | 901002432 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||
| 201 FORT MASON 3RD FLOOR | SAN FRANCISCO | CA | 94123 | 942781708 | 501(C)(3) | $10,000 | $0 | RESTORATION OF BLACK POINT HISTORIC GARDENS |
| GREENSPACESLA INCOUS | ||||||||
| 137 N LARCHMONT UNIT 412 | LOS ANGELES | CA | 90020 | 870881735 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| GROUNDWORK BRIDGEPORT | ||||||||
| 1001 MAIN STREET 20 | BRIDGEPORT | CT | 06604 | 061556949 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| LAND TO LEARN INC | ||||||||
| PO BOX 223 | BEACON | NY | 12508 | 463267308 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| OAKLAND MUSEUM OF CALIFORNIA | ||||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | 453138892 | 501(C)(3) | $20,000 | $0 | TO SUPPORT THE GARDEN RELATED ASPECTS OF THE ALL IN: THE CAMPAIGN OF OMCA |
| PRACTICE FOUNDATION | ||||||||
| 901 MARQUETTE AVE STE 3300 | MINNEAPOLIS | MN | 554023248 | 854128040 | 501(C)(3) | $10,000 | $0 | UNDERWRITE A PRACTICE GRANT AWARD |
| TERRA BIRDS | ||||||||
| PO BOX 605 | FLAGSTAFF | AZ | 86002 | 454318103 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| WETHERSFIELD FOUNDATION INC | ||||||||
| 257 PUGSLEY HILL RD | AMENIA | NY | 12501 | 136113816 | 501(C)(3) | $30,000 | $0 | COMMISSIONING OF A CULTURAL LANDSCAPE REPORT FOR THEIR FORMAL GARDENS |
| THE WYCK ASSOCIATION | ||||||||
| A6026 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | 232121975 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GARDEN CONSERVANCY MAINTAINS COMMUNICATION WITH THE GRANTEE ORGANIZATIONS THROUGHOUT THE YEAR TO ENSURE THAT THE GRANTS ARE BEING USED IN ACCORDANCE WITH THE GRANT AGREEMENTS/CONTRACTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES BRAYTON HALL | ||||||||||||||
| PRESIDENT & CEO | $241,489 | $0 | $30,000 | $0 | $0 | $0 | $14,029 | $0 | $18,012 | $0 | $303,530 | $0 | $0 | $0 |
| DONNA MORTENSEN | ||||||||||||||
| COO | $166,478 | $0 | $15,000 | $0 | $0 | $0 | $9,241 | $0 | $18,012 | $0 | $208,731 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,556 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE PUBLIC IS WELCOME TO BECOME MEMBERS. THERE ARE DIFFERENT LEVELS OF MEMBERSHIP, EACH OF WHICH HAS A VARIETY OF COMPLIMENTARY AND DISCOUNTED ADMISSIONS TO OPEN DAYS AND VIRTUAL TALKS, INVITATIONS TO EVENTS AND SPECIAL PROGRAMS, AND SUBSCRIPTIONS TO PRINT AND ELECTRONIC NEWSLETTERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE FORM 990 AND ALL SCHEDULES FOR ACCURACY AND PRESENTS IT TO MEMBERS OF THE AUDIT, FINANCE AND INVESTMENTS COMMITTEE FOR FURTHER REVIEW AND APPROVAL. ONCE APPROVED, THE RETURN IS DISTRIBUTED TO THE BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO THE ANNUAL MARCH BOARD MEETING, BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST QUESTIONNAIRE. THE CHIEF OF STAFF AND BOARD LIASION ARE RESPONSIBLE FOR COLLECTING COMPLETED QUESTIONNAIRES. PER THE ORGANIZATION'S BYLAWS, THE AUDIT, FINANCE AND INVESTMENTS COMMITTEE IS CHARGED WITH COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD LEADERSHIP MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF THE PRESIDENT. THE ORGANIZATION HAS ENGAGED A FIRM SPECIALIZING IN COMPENSATION THAT WILL BE PERFORMING A STUDY DURING WHICH WILL BE COMPLETED DURING THE SUBSEQUENT FISCAL YEAR. THE PRESIDENT MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF SENIOR MANAGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 429,148. MANAGEMENT AND GENERAL EXPENSES 73,687. FUNDRAISING EXPENSES 28,511. TOTAL EXPENSES 531,346. |
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