2023-11-13T07:23:08-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE STE 400 LANCASTER PA 17601 990 2022-01-01 133570145 THE GARDEN CONSERVANCY INC GARD 8454246500 PO BOX 608 GARRISON NY 10524 JAMES BRAYTON HALL PRESIDENT & CEO 8454246500 2023-11-07 1 JAMES BRAYTON HALL 999009999 1 KERRI N BOGDA CPA P00760402 7177404863 2023-11-07 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MRS TERRENCE D DANIELS PO BOX 608 GARRISON NY 10524 11118993 0 X GARDENCONSERVANCY.ORG X 1989 NY TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS. 30 30 20 415 0 0 3413407 2625371 455112 1122734 1386467 391545 -7306 -41646 5247680 4098004 84000 189600 0 0 1843147 1999856 0 0 462677 1319090 2042653 3246237 4232109 2001443 -134105 37745946 31370878 927666 365808 36818280 31005070 X TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS FOR THE EDUCATION AND INSPIRATION OF THE PUBLIC. 0 0 3016543 189600 1122734 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. 3016543 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY AL CA CT FL IL MA MO NJ PA SC VA X X DONNA MORTENSEN 8454246500 PO BOX 608 GARRISON NY 10524 MRS TERRENCE D DANIELS CHAIR 15.00 X X 0 0 0 ROBERT BALENTINE VICE CHAIR 5.00 X X 0 0 0 MRS COLEMAN P BURKE SECRETARY 5.00 X X 0 0 0 HOWARD G SEITZ DIRECTOR 2.00 X 0 0 0 MARY RANDOLPH BALLINGER DIRECTOR 2.00 X 0 0 0 SHELLEY BELLING DIRECTOR 2.00 X 0 0 0 ALLISON K BOURKE DIRECTOR 2.00 X 0 0 0 BARBARA WHITNEY CARR DIRECTOR 2.00 X 0 0 0 J BARCLAY COLLINS DIRECTOR 2.00 X 0 0 0 ELIZABETH EVERDELL DIRECTOR 2.00 X 0 0 0 LIONEL GOLDFRANK III DIRECTOR 2.00 X 0 0 0 SUSAN ZISES GREEN DIRECTOR 2.00 X 0 0 0 SUZANNE KAYNE DIRECTOR 2.00 X 0 0 0 FRED LANDMAN DIRECTOR 2.00 X 0 0 0 BENJAMIN F LENHARDT JR DIRECTOR 2.00 X 0 0 0 ELIZABETH LOCKE DIRECTOR 2.00 X 0 0 0 JOSEPH MAREK DIRECTOR 2.00 X 0 0 0 JEAN-PAUL MONTUPET DIRECTOR 2.00 X 0 0 0 SHARON PRYSE TREASURER 5.00 X X 0 0 0 SUZANNE RHEINSTEIN DIRECTOR 2.00 X 0 0 0 KATIE RIDDER DIRECTOR 2.00 X 0 0 0 ANN COPELAND ROSE DIRECTOR 2.00 X 0 0 0 JORGE A SANCHEZ DIRECTOR 2.00 X 0 0 0 CHRISTOPHER SPITZMILLER DIRECTOR 2.00 X 0 0 0 MRS ANDREW P STEFFAN DIRECTOR 2.00 X 0 0 0 CAMILLE BUTRUS DIRECTOR 2.00 X 0 0 0 ALEASE FISHER DIRECTOR 2.00 X 0 0 0 STEPHEN ORR DIRECTOR 2.00 X 0 0 0 MARSHALL WATSON DIRECTOR 2.00 X 0 0 0 DANA SCOTT WESTRING DIRECTOR 2.00 X 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 40.00 X 271489 0 32041 DONNA MORTENSEN COO 40.00 X 181478 0 27253 SARAH PARKER DIRECTOR OF DEVELOPMENT 40.00 X 136526 0 7437 PAMELA GOVERNALE DIRECTOR OF PRESERVATION 40.00 X 107491 0 21756 696984 0 88487 4 0 1 0 0 435745 103050 2086576 44556 2625371 BENEFITS/SPECIAL EVENTS 900099 906878 906878 OPEN DAYS PROGRAMS 900099 215856 215856 1122734 635908 635908 6690718 6935081 -244363 -244363 -244363 43750 103050 85908 -42158 -42158 MISCELLANEOUS 900099 512 512 512 4098004 1122734 0 349899 X 189600 189600 512261 277004 129022 106235 1141045 822743 138268 180034 36426 27414 3621 5391 203025 153502 28298 21225 107099 71727 16888 18484 13504 9159 4345 34300 34300 157922 157922 531346 429148 73687 28511 15613 13177 2436 345026 306099 4405 34522 92778 66409 26369 115090 85976 17183 11931 406780 329828 54347 22605 11701 9401 2300 3538 2725 415 398 25974 19999 3052 2923 29352 19075 8147 2130 MEALS & CATERING 150438 107455 42817 166 ADMISSION FEES 62807 62707 100 BENEFITS & EVENTS 27972 27972 DUES AND SUBSCRIPTIONS 15546 12661 2735 150 2966 734 2232 4232109 3016543 752889 462677 519421 308057 2375168 1410569 2984 2923 3934 0 322543 158409 228269 222836 21441 5433 34494163 29407854 6292 77633 37745946 31370878 224539 287334 703127 4000 0 74474 927666 365808 X 21612710 15914320 15205570 15090750 36818280 31005070 37745946 31370878 -134105 -5679105 0 X 0 1 X 1 0 X 1996145 2390916 4870638 3089955 2625371 14973025 1996145 2390916 4870638 3089955 2625371 14973025 534396 14438629 445269 520748 504341 682787 635908 2789053 15511 56913 4994 26406 44221 148045 17910123 4110620 0.80620 0.82100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 8 160.46 3 0 4 1 25.00 8502 33943355 146187 -5285073 546218 28258251 29519027 901390 4500159 977221 33943355 24276768 2752280 3412638 922659 29519027 19868370 30319 5282241 904162 24276768 20887274 53433 -131857 940480 19868370 0.48562 0.51438 0.00000 0 0 69989 67401 2588 158280 155435 2845 5433 LEASE LIABILITY - OFFICE SPACE 43794 LEASE LIABILITY - EQUIPMENT 30430 DUE TO ENDOWMENT FUND 250 74474 X -1495193 -5679105 -5679105 4183912 -85908 -85908 4098004 4318017 85908 85908 4232109 0 4232109 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. SAN FRANCISCO FALL SHOW 87350 69950 17400 5000 25340 22398 NY HOLIDAY EVENT 59450 33100 26350 2575 21555 9040 146800 103050 43750 7575 46895 31438 85908 -42158 1 THE ARCHITECTURAL LEAGUE OF NEW YORK 594 BROADWAY NO 607 NEW YORK NY 10012 131671027 501(C)(3) 10000 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) 10000 0 GENERAL OPERATING SUPPORT GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON 3RD FLOOR SAN FRANCISCO CA 94123 942781708 501(C)(3) 10000 0 RESTORATION OF BLACK POINT HISTORIC GARDENS GREENSPACESLA INCOUS 137 N LARCHMONT UNIT 412 LOS ANGELES CA 90020 870881735 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT GROUNDWORK BRIDGEPORT 1001 MAIN STREET 20 BRIDGEPORT CT 06604 061556949 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT LAND TO LEARN INC PO BOX 223 BEACON NY 12508 463267308 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT OAKLAND MUSEUM OF CALIFORNIA 1000 OAK STREET OAKLAND CA 94607 453138892 501(C)(3) 20000 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) 10000 0 UNDERWRITE A PRACTICE GRANT AWARD TERRA BIRDS PO BOX 605 FLAGSTAFF AZ 86002 454318103 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT WETHERSFIELD FOUNDATION INC 257 PUGSLEY HILL RD AMENIA NY 12501 136113816 501(C)(3) 30000 0 COMMISSIONING OF A CULTURAL LANDSCAPE REPORT FOR THEIR FORMAL GARDENS THE WYCK ASSOCIATION A6026 GERMANTOWN AVENUE PHILADELPHIA PA 19144 232121975 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT 11 0 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 241489 0 30000 0 0 0 14029 0 18012 0 303530 0 0 0 DONNA MORTENSEN COO 166478 0 15000 0 0 0 9241 0 18012 0 208731 0 0 0 X 7 44556 NYSE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. 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.